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Home My WebLink About03-0229Register of Wills Cumberland County, pennsylvania PETITION FOR GRANT OF LETTERS Estate of also known as Dharlys A. Wilt' No. 21-03-229 , Deceased Social Security No, 202-20-1770 Beth A. Beamer and Debora L. Hamm, (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executrices named in the Last Will of the Decedent, dated September 19, 1995 and codicil(s) dated N/A Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing end was never adjudicated incompetent: B. Grant of Letters of Administration Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if anY) and heirs: Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional heats if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 720 Walton Street, Lemoyne, Borou,qh of Lemoyne, Cumberland County, Pennsylvania 17043 Decedent, then 72 . years of age, died' February 22 ,20 03, at Holy Spirit Hosp!tal, E. Pennsboro Twsp., Cumberland~nty, PA Decedent at death owned property with estimated values as follows: {If domiciled in PA) All personal property .......... . ................ ~ . . . $ 85,000.00 (If not domiciled in PA) Personal property in Pennsylvania ...................... $ (If not domiciled in PA) Personal property in County .......................... $ Value of real estate in Pennsylvania ............................................... $ 100~000.00 Total .............................................................. $ 1 ~3,UUO.UU Real Estate situated es follows: 720 Walton Street, Lemoyne, Borou,qh of Lemoyne, Cumberland County, Pennsylvania 17043 Wherefore, Petitioner(s) respectfully Fequest(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letter~ in the appropriate form to the undersigned: ~ . , . ~ Sign?tare /3 Typed or printed name and residence ] ~~. (~~ }/~[~7)~. ' Beth A. Beamer /'~ ~)~..,x~.~,~. ~j,~j,~r~/,.,f~}/.~. 348'ATh°rleyRoacI, New Cumberland, PA17070 Debora L. Hamm 17 Schofield Drive, East Berlin, PA 17316 - -'- Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and (~orrect to the best of.the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ;[4th . day of ~d~c~ 20 0_~3 Debora L. Hamm DECREE OF REGISTER Estate of Dharlys A. Wilt Deceased No. 2;[-03-229 also known as Social Security No: 202-20-1770 Date of Death: February 22, 2003 AND NOW, MA~C~ ;[7 , 20 03 , in consideration of the Petition on the reverse side hereon, Satisfactory proof having been presented before me, IT IS DECREED that Letters KI Testamentary [] of Administration are hereby granted to Beth A. Beamer and Debora L. Hamm in the above estate and that the instrument(s), if any, dated September 19, 1995 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... Short Certificate(s) .......... $ Renunciation .................. $ Affidavit ( ) ................. 8 Extra Pages ( ) ............ $ Codicil....' ...................... $ JCP Fee ........................ $ Inventory & Tax Forms... $ Other ............................ $ TOTAL ............ ~... $ P~-7a 235.00 30.00 9.00 284.00 Attorney: Crai,qA. Hatch, Esquire I.D. No: 76361 Address: Gates, Halbruner & Hatch, P.C. 1013 Mumma Road, suite 100, Lemoyne, PA 17043 Telephone: (717) 731-9600 DATE FILED: Ham, G~ (71'/) 846-8856 LAST WILL AND TESTAMENT OF DHARLYS A. WILT I, DHARLYS A. WILT, a resident of Lemoyne Borough, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking, annulling and making void any and all Wills by me at any time heretofore made. ITEM 1: I direct the payment of the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. ITEM 2: I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind and wheresoever situate, which I may own or have the right to dispose of at the time of my death, unto my nieces, DEBORA LYNNWILT HAMM and BETH ANNE WILT BEAMER, in equal shares, share and share alike. If one or both of my nieces shall not be living at the time of my death, then in such event, the share which would have been distributed to such deceased niece shall be distributed to her issue, per stirpes. If one or both of my Gms-r, Hum, Gz'rr~ nieces shall not be living at the time of my death and shall leave no issue surviving, then in such event, the share which would have been distributable to such deceased niece shall be distributed to my surviving niece, or her issue, as the case may be. ITEM 3: I hereby direct that my nieces, DEBORA LY1TNWILT HAMM and BETH ANNE WILT BEAMER, undertake to ensure, to the extent possible, that my brother, FRANK WILT, enjoy the standard of living to which he has become accustomed. By this direction, I further desire that they assist in the payment of his maintenance, support and health care. ITEM 4: I direct that no Executor or other fiduciary named, nominated, or appointed in this, my Last Will and Testament, shall be required to post bond or give any security of any type for any purpose whatsoever, any law or rule of Court of the Commonwealth of Pennsylvania or any other'jurisdiction to the contrary notwithstanding. ITEM 5: I direct that any and all inheritance, estate and transfer taxes imposed upon my estate, passing under my Will or otherwise, shall be paid out of the principal of my residuary estate. ITEM 6: I hereby nominate, constitute and appoint my nieces, DEBORA LYNN WILT HAMM and BETH ANNE WILT BEAMER, Co- Executrices of this my Last Will and Testament. IN WITNESS WHEREOF, I, DHARLYS A. WILT, the above-named, have to this, my Last Will and Testament, signed my name at the bottom of pages one through two for the purpose of identification and at the end hereof, on page three, have set my hand and seal this 19th day of September, 1995. (SEAL) Signed, sealed, published and declared by DHARLYS A. WILT, the above-named Testatrix, as and for her Last Will and Testament, in the presence of us who, in her presence and in the presence of each other, have at her request subscribed our names as witnesses hereto. of COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF YORK : We, D~ARLYS A. WILT, ~ ~. ~FO~ and ~~.~v~W~- , the Testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrLunent, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will, that she signed willingly or willingly directed another to sign for her, that she executed it as her free and voluntary act for the purposes therein expressed, that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that, to the best of their knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Wi tnes s Withes/ Subscribed, sworn to, and acknowledged before me by DHARLYS A. WILT, the Testatrix, and subscribed and sworn to before me by the aforenamed witnesses, this 19th day of September, 1995. Notary Publi~// 8a~am S. Smith, Notary Public rk, York County Isslon Expires July 13,1996 ~C~syivania Assodation of Notades DHARLYS A. WILT GRIEST, HIMES, GE'I'[LE, HERROLD & SWIFT ATTORNEYS AT L.AW 129 EAST MARKET STREET YORk, PeNNSYLVAnIA 17401 TELEPHONE (717) 846-8856 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: File No.' Dharlys A. Wilt February 22, 2003 21-03-229 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court u/les was served on or mailed to the following beneficiaries of the above-captioned estate on April ,2003. Name Beth A. Beamer Debora L. Hamm Frank A. Wilt Address 348-A Thorley Road New Cumberland, PA 17070 17 Schofield Drive East Berlin, PA 17316 348 Thorley Road New Cumberland, PA 17070-3132 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Craig'. Hatch, Esquire Counsel for Personal Representative GATES, HALBRUNER & HATCH, P.C. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 (717) 731-9600 Dated: April ,/~/, 2003 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002605 BEAMER BETH ANN WILT NKA 348-A THORLEY ROAD NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 202-20-1770 FILE NUMBER: 21 03-0229 DECEDENT NAME: WILT DHARLYS A DATE OF PAYMENT: 05/23/2003 POSTMARK DATE: 05/22/3003 COUNTY: CUMBERLAND DATE OF DEATH: 02/22/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $29,000.00 TOTAL AMOUNT PAID: $29,000.00 REMARKS: BETH A BEAMER SEAL CHECK//1011 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS A. BEAMER 348A THORLEY ROAD ~EW CU~E~A~, PA 17070 Z 149 580 117 U,So POSTAGE 1190 Rece4~e.)rA-S 04.4Z° M '03 NAY 23 ¢,10:35 ATTN: REGISTER OF WILLS CUMBF. RLAND COUNTY 0~-tloUs~. 1 COURT HOUSE SQUARe.LITI~'C: : · CARLISLE PA 17013 LOWELL R. GATES Also Admitted to Massachusetts Bar MARK E. HALBRUNER Also Admitted to New Jersey Bar CRAIG A. HATCH CORY J. SNOOK ALBERT N. PETERLIN Also Admitted to Maryland Bar STACEY L, NACE Paralegal/Office Manager TRACt L. SEPKOVIC Paralegal VALERIE LONG Paralegal LAW OFFICES OF GATES, HALBRUNER t-HATCH, P.C. 1013 MUMMA ROAD · SUITE 100 · LEMOYNE, PENNSYLVANIA 17043 (717) 731-9600 · FAX: (717) 731-9627 October 9, 2003 BRANCH OFFICES: 3 WEST MONUMENT SQUARE, SUITE 304 LEWISTOWN, PA 17044 (717) 248-6909 2917 NORTH FRONT STREET, SUITE 302 HARRISBURG, PA 17110 (717) 731-9600 WEB SITE: www. GatesLawFirm.com CORRESPONDENCE ADDRESS: Lemoyne Office Cumberland County Courthouse Office of the Register of Wills Front and Market Streets Carlisle, PA 17013 RE: Estate of Dharlys A. Wilt File No. 21-03-229 Dear Sir or Madam: Enclosed for filing are the Pennsylvania inheritance tax return (in duplicate) and Inventory for the Estate of Dharlys A. Wilt. A check in the amount of $25.00 is enclosed as the filing fee for both documents. Please time-stamp the photocopy of the inheritance tax return and Inventory and return them to our office in the enclosed envelope. Thank you for your assistance in this matter. Sincerely, Enclosures cc: Beth A. Beamer, Co-Executrix Debora L. Hamm, Co-Executrix Traci L. Sepkovic Paralegal RE, V-I~30 EX (6 ~,00), · COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE -- 2003 000229 YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ Wilt Dharlys A. Z ' 202-20-1770 UJ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 'IHIS RETUI~J MUST BE FILED IN DUPLICATE WITH 'II.IE U.I 02/22/2002 I 3/23/1930 REGISTER OF WILLS ~ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I X I 1. Odginai Return r'--1 4. Limited Estate r--'] 6. Decedent Died Testate (Attach copy of Will) r--1 9. Litigation Proceeds Received [~J 2. Supplemental Return ['--~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 3. Remninder Return (date of death pdor to 12-13-82) ['----~ 5. Federal Estate Tax Return Required [~]7. Decedent Maintained a Living Trust (Attach copy of Trust) 8. Total Number of Safe Deposit Boxes [~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) r-~ 11. Election to tax under Sec. 9113(A) (^rtac~ Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z Z NAME Craig A. Hatch, Esquire FIRM NAME (If Applicable) Gates, Halbruner & Hatch, P.C. TELEPHONE NUMBER 717-731-9600 COMPLETE MAILING ADDRESS 1013 ~mma Road, Suite 100 Lemoyne, PA 17043 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscailanecus Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) r---~ Separate Billing Requested 7.Inter-Vivos Transfers & Miscellanecus Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedure I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec9113Trustsforwhichanelectiontotaxhasno{been mede (Schedule J) 100 ~302.65 1,056.06 0.00 0.00 51~532.86 0.00 69,646.70 (8) OFFICIAL USE ONLY 222,538.27 24,056.05 1,067.22 (11) 25~123.27 197~415.00 0.00 197,415.00 (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line14 taxable at the spousal tax 0 O0 rate, or transfers under Sec. 9116 (a)(1.2) · x .00 __ (15) 16. Amount of Line 14 taxable at lineal rate 0o00 x .04,% (16) 17, Amount of Line 14 taxable at sibling rate 0 o 00 x .12 (17) 18. Amount of Line 14 taxable at collateral rate. 197,415.00 x .15 (18) 19. Tax Due (19) 0.00 0.00 0.00 29,612.25 29,612.25 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 2W4645 1.000 Decedent's Complete Address: :5 ~ ~ f ADDRESS 720 Walton Street STATE I ZIP PA 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 29r000.00 1,450.00 Interest/Penalty if applicable D. Interest 0. O0 E. Penalty 0.00 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (4) (5) (5A) (5B) 29~612.25 30,450.00 0.00 837.75 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ....................... r--"J b. retain the right to designate who shall use the property transferred or its ~ncome; ......... J~J c. retain a reversionary interest; or ................................ j--'] d. receive the promise for life of either payments, benefits or care? ................. [~J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? J---J [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ No IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all infon'nation ot which preparer has any knowledge. East Berlin, PA 17316 S~NA~R~R~RESENTATIVE DATE j~ - ~ - AOO~SSi~3 Mcu~u-a- Road, Suite 100 /Lemoyne, PA 17043 For dates of death on or after July 1, 1994 and before Jan uary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. § 9916 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. § 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. § 9116(1.2) [72 P.S. § 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. § 9116(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. 2w4646 1.000 of: Dharlys A. Wilt 202-20-1770 Beth A. Beamer 348-A Thorley Road New C,~mherland, PA 17070-3132 Co-Executrix "REV-1502F-X + (1-97) COMMONWEALTH OF PENNSYLVAN IA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Wilt, Dharlys A. FILE NUMBER 21-2003-000229 Ail real properly owned s~ely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which ia join'dy-owned with rightof survivorship must be disclosed on Schedule F. FI'EM NUMBER DESCRIPTION Single-family dwelling located at 720 Walton Street,Lemoyne, C~m~erland County, Pennsylvania, being Tax Parcel No. 23-0543-013; transferred to decedent by Donald H. Lewis, by his deed dated September 8, 1992, and recorded in the Office of the Recorder of Deeds in and for C~erland County, Pennsylvania, at Deed Book W35, Page 509. Contract Sales Price: $100,000.00 Reimbursement for items paid in advance: $382.70 Reductions to sales price for decedent's (seller) portion of utilities/taxes: $80.05 Net Sales Price: $100,302.65 (See attached copy of Settlement Statement.) TOTAL (Also enter on line 1, Recapitulation) $ VALUE AT DATE OF DEATH 100,302.65 100~302.65 2W4695 2.000 (If more space is needed, insert additional sheets of lhe same size) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Wilt, Dharlys A. FILE NUMBER 21-2003-000229 All property jointly-owned with right of survivomhip must be disclosed on Schedule F. I'I~M NUMBER 2 DESCRIPTION 12 shares of Great American Financial common stock; 02/21/2003 AVG $14.235 per share; 02/24/2003 AVG $14.155 per share; DOD AVG $14.195 per share. 48 shares of American Financial Group common stock; 02/21/2003 AVG $18.53 per share; 02/24/2003 AVG $18.375 per share; DOD AVG $18.4525 per share. VALUE AT DATE OF DEATH 170.34 885.72 TOTAL (Also enter on line 2, Recapitulation) $ 1,056.06 2w46963.000 (If more space is needed, insert additional sheets of the same size) REV-15C8 EX+ (1-97) COMMO~LTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Wilt, Dharlys A. 21-2003-000229 Include the proceeds of litigation and the date the proceeds were reoeived by the estate. NI property jointly.owned with the right of survivorship must be disclosed on Schedule F. ITE]Vl VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 5,261.11 7 8 9 10 11 Waypoint Bank Account No. 7100019411 (amount includes $26.12 accrued interest) Citizens Bank Account No. 31200228895 Verizon refund PNC Bank Account No. 31200228895 Waypoint Bank Account No. 1000012943 (amount includes $27.29 accrued interest) PA American Water Co. refund 1997 Buick Riveria VINiG4GD2213V4701163 (per attached appraisal report) Waypoint Bank Account No. 5500019090 (balance is interest remaining in closed account) Series E U.S. Savings Bonds (amount includes $3,890.26 accrued interest) Miscellaneous Personal Property (value per attached appraisal) Internal Revenue Service 2002 personal income tax refund 16,774.22 4.53 5,150.56 5,830.64 53.94 6,885.00 1.60 6,965.26 975.00 3,631.00 51,532.86 TOTAL (Also enter on line 5, Recapitulation) $ 2W46AD 2.000 (If more space is needed, insert additional sheets of the same size) ~REV-1510 EX~+ (1~-97) COMMONWF~LTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Wilt, Dharlys A. 21-2003-000229 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ~SCRIP~ON OF PR~ER~ % OF I~M I~LU~ ME ~ ~ ME TRANSFEREE, ~EIR RE~TIONSHIP TO DA~ OF DEATH DECD'S EXCLUSION ~AND~E ~ OF TRANSFER A~ACH A CO~ OF THE TAXABLE VALUE NUMBE~ ~ED F~ REAL ESTATE. V~UE OF ASSET INTEREST (IF ~PUC~) 1. New York Life 45,108.41! 100.00 0.00 45,108.41 Mainstay Bond Fund Account No. 79763343 Owner: Dharlys A. Wilt Beneficiaries: Beth A. Beamer and Debora L. B~mm, in equal shares 2 New York Life 24,538.29 100.00 0.00 24,538.29 Annuity Contract No. NP014875 Owner: Dharlys A. Wilt Beneficiaries: Beth A. Beamer and De]Dora L. H~mm, in equal shares TOTAL(Alsoenteronline7, Re~pitulation) $ 69,646.70 (If more space is needed, insert additional sheets of same size.) 2W46AF 2.000 REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Wilt, Dharlys A. 21-2003-000229 Debts of decedent must be reported on Schedule I. ITEM NUMBER 2 5. 6. 7. 8 FUNERAL EXPENSES: Holiday Inn post-funeral luncheon DESCRIPTION Stone & Murray Funeral Home funeral goods & services ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) See Schedule attached Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: AttorneyFees Name: Gates, Halbruner & Hatch, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State __ Zip RelationshipofClaimanttoDecedent ProbeteFees Accountan~sFees Name: T~ R~um Prepare~sFees Verizon phone service (April 2003 - May 2003) UGI gas service (April 2003 - June 2003) The Patriot-News Co. estate notice publication fee Total from H&R Block (income tax prep) cont±nuatlon pages .... TOTAL (Aisc enter on line 9, Recapitulation) $ AMOUNT 282.39 5,250.00 11,000.00 6,000.00 0.00 296.00 134.00 0.00 33.22 323.82 241.15 495.47 24,056.05 2W46A(3 2.000 (If more space is needed, insert additional sheets of same size) Estate of: Wilt, Dharlys A. Schedule H, Part B -- Administrative Costs Item No. Description 10 Zimmerman Pl,~mhing, Heating & Air Conditioning, Inc. pl,~mBing service call to 720 Walton Street property 11 House Cleaning 12 PPL Electric electric utility service (April 2003 - May 2003) 13 Home Paramount Pest Control Co. pest inspection of property at 720 Walton Street 14 Register of Wills filing fees 15 Chuck Bricker, Auctioneer appraisal of personal items 16 C,,mherland Law Journal estate notice publication fee 17 M&T Bank check order 18 PA American Water Co. water service (April 2003 - May 2003) Page 2 21-2003-000229 Amount 99.00 50.00 46.67 89.04 25.00 70.00 75.00 8.50 32.26 TOTAL. (Carry forward to main schedule) ...... 495.47 state of: Wilt, Dharlys A. Schedule H, Part B -- Personal representatives' Commissions Item Description Name: Debora L. H~m~ Social security ~m~er: Address: 17 Schofield Drive East Berlin, PA 17316 Year(s) commissions paid: 2003 Name: Beth A. Beamer Social security number: Address: 348-A Thorley Road New C~m~erland, PA 17070-3132 Year(s) commissions paid: 2003 Page 2 21-2003-000229 Amount 5,500.00 5,500.00 TOTAL. (Carry forward to main schedule) ...... 11,000.00 , Rt~V-1512 EK + (1-97) CONIMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Wilt, Dharlys A. 21-2003-000229 Include unreimbursed medical expenses. ITEM NUMBER 2 3 10 DESCRIPTION Quantum Imaging medical bill Faith A. Nicola, Tax Collector 3ortion of real estate tax not recovered at settlement Verizon phone service Faith A. Nicola, Tax Collector personal tax West Shore EMS emergency transport Moffit Heart & Vascular Group medical bill PA American Water Co. water bill PPL Electric Utilities electric service Lemoyne Borough sewer & refuse bill UGI gas service TOTAL (Also enter on line 10, Recapitulation) $ AMOUNT 31.26 2.97 16.49 9.80 602.89 39.71 69.30 18.62 54.00 222.18 1,067.22 2W46AH 2.000 (If more space is needed, insert additional sheets of the same size) , REV-1513,EX~- (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Wilt, Dharlys A. NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[indu~ ~tdghtspousaldi~ributions, andtmns~rs underSec. 9116(a)(1.2)] ~mmm, Debora L. 17 Schofield Drive East Berlin, PA 17316 Beamer, Beth A. 348-A Thorley Road New C~berland, PA 17070-3132 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-2003-000;'29 AMOUNT OR SHARE OF ESTATE Niece Niece 98,707.50 98,707.50 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 2W46AI 1.000 (If more space is needed, insert additional sheets of the same size) DEATH CERTIFICATE LASTWILL AND TESTAMENT OF DHARLYS A. WILT Iiz~mo~ & Swrr LAST WTLLAND TESTAMENT OF DHARLYS A. WILT I, DHARLYS A. WILT, a Cumberland County, Pennsylvania, mind, memory and understanding, resident of Lemoyne Borough, being of sound and disposing do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking, annulling and making void any and all Wills by me at any time heretofore made. ITEM 1: I direct the payment of the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. ITEM 2: I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatever kind and wheresoever situate, which I may own or have the right to dispose of at the time of my death, unto my nieces, DEBORALYNNWILTHAMMand BETH ANNEWILT BEAMER, in equal shares, share and share alike. If one or both of my nieces shall not be living at the time of my death, then in such event, the share which would have been distributed to such deceased niece shall be distributed to her issue, per stirpes. If one or both of my DHARLYS A. ~ILT nieces shall not be living at the time of my death and shall leave no issue surviving, then in such event, the share which would have been distributable to such deceased niece shall be distributed to my surviving niece, or her issue, as the case may be. ITEM 3: I hereby direct that my nieces, DEBORA LYNNWILT HAMM and BETH ANNE WILT BEAMER, undertake to ensure, to the extent possible, that my brother, FRANK WILT, enjoy the standard of living to which he has become accustomed. By this direction, I further desire that they assist in the payment of his maintenance, support and health care. ITEM 4: I direct that no Executor or other fiduciary named, nominated, or appointed in this, my Last Will and Testament, shall be required to post bond or give any security of any type for any purpose whatsoever, any law or rule of Court of the Commonwealth of Pennsylvania or any other'jurisdiction to the contrary notwithstanding. ITEM 5: I direct that any and all inheritance, estate and transfer taxes imposed upon my estate, passing under my Will or otherwise, shall be paid out of the principal of my residuary estate. ITEM 6: I hereby nominate, constitute and appoint my 2 nieces, DEBORA LYNN WILT HAMM and BETH ANNE WILT BEAMER, Co- Executrices of this my Last Will and Testament. IN WITNESS WHEREOF, I, DHARLYS A. WILT, the above-named, have to this, my Last Will and Testament, signed my name at the bottom of pages one through two for the purpose of identification and at the end hereof, on page three, have set my hand and seal this 19th day of September, 1995. (SEAL) Signed, sealed, published and declared by DHARLYS A. WILT, the above-named Testatrix, as and for her Last Will and Testament, in the presence of us who, in her presence and in the presence of each other, have at her request subscribed our names as witnesses hereto. of 3 PA REV-1500 SCHEDULE A REAL ESTATE DEED THIS DEED, made this 8th day of September in the year of our Lord one thousand nine hundred ninety-two, (1992). BETWEEN DONALD H. LEWIS, single person, Grantor and DHARLYS A. WILT, single person, Grantee WITNESSETH: In consideration of the sum of SEVENTY-NINE THOUSAND NINE HUNDRED AND NO/100 ($79,900.00) Dollars, in hand paid, receipt whereof is hereby acknowledged, the said Grantor does hereby grant and convey to the said Grantee: ALL THAT CERTAIN tract or parcel of ground situate in the Borough of Lemoyne, Cumberland County, Pennsylvania, more particularly bounded and described according to a survey of D. P. Raffensperger, R.S., dated February 16, 1954, as follows: BEGINNING at a point on the southern line of Walton Street, a distance of 140.00 feet West of the southwest corner of the intersection of Walton Street and Seventh Street, and also at the dividing line between Lots Nos. 62 and 63 on the hereinafter mentioned plan of lots; THENCE South 36 degrees 30 minutes East along the same a distance of 174.29 feet to a point; THENCE South 52 degrees 00 minutes West, a distance of 70.02 feet to a point at the dividing line between Lots Nos. 61 and 62 on said plan; THENCE No~th 36 degrees 30 minutes West along the same, a distance of 176.11 feet to a point on the southern line of Walton Street; and THENCE Eastwardly along the same, a distance of 70.00 feet to a point, the place of BEGINNING. BEING Lot No. 62 on the Plan of Lots known as Chatham Village, said plan being recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Plan Book 4, Page 77. HAVING THEREON ERECTED a one story brick and frame dwelling known as 720 Walton Street. UNDER AND SUBJECT, NEVERTHELESS, to restrictions, easements, and conditions of prior record. BEING THE SAME PREMISES WHICH Albert S. Hazzard and Florence W. Hazzard, his wife by their Deed dated April 29, 1983 and recorded herewith in the Office of the Recorder of Deeds of Cumberland County, Pennsylvania in Deed Book V, Volume 20, Page 349, granted and conveyed unto Donald H. Lewis and Susie R. Lewis, his wife;_the said Susie R. Lewis predeceased Donald H. Lewis on ~.- ~.2 , and title became vested solely, in Donald H. Lewis, the Grantor herein. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, watercourses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging, or ~n any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all the estate, right, title, interest, property, claim and demand whatsoever of them, the said Grantor, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO ~AVE AND TO HOLD the said lot or piece of ground above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances, unto the said Grantee, their heirs and assigns, to and for the only proper use and behoof of the said Grantee, her heirs and assigns, forever. And the said Grantor hereby covenants and agrees that he will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of DONALD H. LEWIS STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND : : SS. : On this, the 8th day of September, 1992, before me, the undersigned officer, personally appeared DONALD H. LEWIS known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. . IN WITNESS WHEREOF, I hereunto set my hand and off.i'~'~'~.f~ ~ MY CO~ISS'nN ~ .... ~ ........ ' -- ........ I do hereby certify that the precise residence and o/fica addre~ of ~the ~thin Grantee is' ~ ~/~'?~$ '~' 1992. COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND --L. : RECORDED on this day of ~){¥~"'" A.D. 1992 in the Recorder's office.,of the said County, in Deed Book Volume 'Z..,C~ ~ , Page ~;~:'~('~ Given under my hand and seal said office, the date above written. REGISTERED BY 'mE BOROUGH QF LEMOYNE PA Judy Leonard 720 Walton Street, Lemoyn( Cumberland County, PA E. NAME OF $~LLER: Estate of Dharlys A. t'l. SETTLEMENI' AOENt Wi 1 !Il ~^~ Or, LEN[3Etl' II. $~ir1LEMENTE)AT~ Mary A. Et/er Dissinger 400 South State Road PA 17053 Marysville, J. SUMMARYOFflORflOWER'STRANSACTiON Ill(I. G[{05S AMOUNT DLI~ FROM [30RI{OwER: '~t).3. .(;..lIle. menl charges Io borrower (line 14.00) I[M F~. II, ;~o. C;,nrj$~,' AMOUNt OUE hi'(~-~6nROwEtt. ] 4 ~ ~. 24,,~. 5 o,9_ 400, 5/~5/03 SUMMARY OF SELLER'S TRANSACTION orfosS AMO[,IN r DJ/E TO SEL I. ERr 410. 420, GI{OSS AMOUNT DUG TO SULLEn: 500, R£DUC TION$ IN AMOUNr Dill". TO '141.20 241.50 409. _LO.Q~ 0 0. f);' Prl/mr;ilJal altlolll~l iai {10W Irmn[$) '~{). [';ily/ Iow~1 i.!:.._ J:,m,fl y 2. ;I. 4, Ir) IO Io U Il)IA(. PAIl) ISY/I, Ott [i[-)rl/io WE IJ 503. 504. 501. ExceSS (J'~_epo~i! (.'~ee inStruction,~) 502.. Selllemer, I char,jes lo se, liar [line 1400) · E. xiSling loan(s) laken =-ul)jecl Io ~ Peyol! of l/fsi mortgage loon 505. Payol'l Of second morlgage loan ~. Sewer I0,/~'~2 - 5/15/03' 507. Trash 4/1/03 - 5/15/0~'~' 509. A(ti,/$fmenl,~ lot i~ff.f'tl$ (I,lp,~id by se/lot: -- ,ri 10, Oily Itn, wn 511. Co[,,ntytaxes In 513. -4O 514. 520. FETAL r{EOUCTION AMOUNT CUE SELLER:-- .......... '~ -- - ,1080.05 ~' CAStt A I' Si: T ~l. IiMJ.:N l F£~OM/'I'D OOIIRO WER 600. CASll A T $ETTL I~MENT TO/F~OM SELL FR ; ~s ' . , . ..~, .... . ~ ~:,~ ~,~,~~ .... ~.3,30 2~ ~ 0 0,38 2 ....................... · o[,,,,,,,,,,.. ,?., ,. ' . ~ ~0:~. c~s. (~ ro~ [u ~:):'o~'~;:'g.'~;'~ ..................... l ........... unbziled (b~iZe~ ~n a::ea~sl-To be b~iZe~ to '['h~: t,:dcj:sJ.c]n~c] a~n~lc,dqe( ...... _~ 1 03.30.2.. AMOUN T,~ PAID /'j1Y O~ IN OGI.IAL F OF ~O~ROW~I~: 404. 0't01. (;onlracl 5ales I)rice 4Oz. PerSOnal properly 403. 1,. SEI'TI. Kkl .P:.NY Cll & It G~.~I 7(1~1. Tt)T,I I, 5,t I,I';.~/I,(()KI.;lt 'S (3)41M!.I5101~ I,¢,.(,.,i ,, ~[,rh'*. S 17'1,'3fS i'~1 YAlff,I.; /IV (:ONNi,:¢;'I'i()N ll77'11 [,()/! N y('tt/. 17/.,'.,ILs' HI-:(~f/IIII.:IJ Il i' I,I.:NI~I..'I~ */'t') I~1-', l',l I1) h\: ,I I/il/ri'ii 1~¢,~,. __ to ~ I /day I OOO. 1ff3'l-;l~ ~'!.;.~ l)l~l'r)$1Tl.;l~ ,'17'11 ~--~ monlhl ~ ~ qis$.inqer ....... /2r)o. (,'r)l I'.lCN411;h I I(I';(;()I(I)ING /bY1) 77(/IN.~1.'1.;1( (.'11/~ ~_':j..!.:._ it__.. ..... ti..:, ....-.d ~ ~ ; m*.r.~. ~ : ~t~.l,.,. ~ ; AlnTtf&l~ I ~Mo.... 1000_, O0 I P 2 /,70 O./I/;/)17~, .";/','T7'L ~311.jt 1; ~.'/ I A I~ C/.;S t ' ' ' in_qer .(1-03-1Z9} .~1 ,'1 ¢)'L rest Ihlor cliOh · 'tKTTi,EM KN T SKf,I, F:IT ','~ FUNDS ,AT .~ETTI,KM ENT s o . .o 1'1(117. 1'()?',l I, 3'l'?l"l'l.l,',tll.'lV'r ,,. ......... ';';';';;;'3 :'."':':':':':':':"':':' :':';*:vZ-: ::::::;;:;:;';':':' :';':' :.:.;.;.;.;.;.;...v... PA REV-1500 SCHEDULE B STOCKS and BONDS . Historical Prices Page 1 of 1 y.A. [FINANCE Search -Finance Home - Yahoo! - Help Historical Prices - GFR (GREAT AMER FINL) As of Feb-24-03 More Info: Quote I Chad I News l Profile I Research I Messages I Insider ~ Daily Start:lFeb ~121 12003 C' Weekly F..d:lFeb ~124 12003 C Monthly C Dividends Ticker Symbol: I~FR .......... :Get Adj. Date Open High Low Close Volume Close* Feb-24-03 14.15 14.25 14.06 14.21 2,7001 14.21 Feb-21-03 14.22 14.25 14.22 14.25 6,300 14.25 DVD ren! deliverec your do, Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Over 15,000 Title., Keep up to 3 DVDs at ~ Free Shipping Both · Try Netflix for F R Questions or Comments? Copyright © 2003 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. httn//chart yahoo com/dga 1 : . . . = &b=21&c=2003&d=l&e=24&f=-2003&~=d&s=GFR 7/2/2003 , Historical Prices Page 1 of 1 FINANCE Search -Finance Home - Yahoo! - Help Historical Prices - AFG (AMER FINL GRP) As of Feb-24-03 More Info: Quote I Chad News I Profile I Research I SEC I Messages I Insider Start: ~]21 12003 l~nd: ~124 12003 Ticker Symbol: lafg Daily Weekly Monthly Dividends Adj. Date Open High Low Close Volume Close* Feb-24-03 18.67 18.67 18.081 18.29 208,700 18.18 Feb-21-03 18.27 18.85 18.21 18.71 259,800 18.60 Download Spreadsheet Format * adjusted for dividends and splits please see FAQ. Rent nlin Over 15,000 Title., Keep up to 3 DVDs at ~ Free Shipping Both '¢, Try Netflix for F R Questions or Comments? Copyright © 2003 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of Service Historical chart data and daily updates provided byCommodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/d?a= 1 &b=21 &c=2003 &d= 1 &e=24&f=-2003&g=d&s=afg 7/2/2003 PA REV-1500 SCHEDULE E CASH, BANK DEPOSITS & MISCELLANEOUS PERSONAL PROPERTY w LOON{ ~OR US. W~'LL (5~T YOU TH~R~. May 14, 2003 Mr. Craig A. Hatch, Esq. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 Dear Mr. Hatch, Enclosed please f'md, as requested, information concerning the accounts ofDharlys A. Wilt here at Waypoint Bank. Mrs. Wilt had no Loans Outstanding. Legal POA for these accounts were Debora Lynn Wilt Hamm or Beth Anne Wilt Beamer. Below is summarized the additional information requested. This data was determined and calculated from the enclosed computer printouts. 1. Exact Title on Accounts - Dharlys A. Wilt ( Sole Owner) 2. No Joint Owners exist Account it Date Date Closed Beneficiary Ownership Balance on Interest Opened Change 2/22/03, $ Earned, 1/01/03 - 2/2/2/03, $ 5500019090 01/11/02 02/05/03 None None 0.00 1.60 1003005203 01/14/00 01/11/02 None None 0.00 0.00 4100039644 07/27/01 01/04/02 None None 0.00 0.00 1000012943 12/20/99 03/21/03 None None 5803.35 27.29 1055314810 06/11/97 05/14/01 None None 0.00 0.00 7100019411 01/11/02 03/21/03 None None 5234.99 26.12 Sincerely yours, Paul C. Schubert Customer Service Representative West Shore Plaza Branch 717/761-7810 P.O. Box 1711, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Fr~ 1-866-WAYPOINT (I-866-~);~)-7646) · www. wa~lpointbank.com CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 July 29, 2003 CRAIG A. HATCH, ESQUIRE GATES, HALBRUNER & HATCH, P.C. 1013 MUMMA ROAD SUITE 100 LEMOYNE, PA 17043 Estate of DHARLYS WILT Date of Death: Feb 22, 2003 SSN: 202-20-1770 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 412.867.3882. Sincerely, Kristen Pattison-Connolly Operations Services CITIZENS BANK Account Number 6241045186 Account Title DHARLYS WILT Date Opened 11/18/2002 Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Time Deposits $16774.22 $6.81 $16781.03 YTD Interest to DOD $70.16 ~UN-~-2005 ~?:0~ PNCSRNK 4~2 ?68 ~4S8 P.0~/0~ PNCBAhK June 20, 2003 Tmci L. Sepkovic 1013 Mumma Road Suite 100 Lemoyne, PA 17043 Estate of Dharlys A. Wilt, deceased SSN: 202-20-1770 DOD: 2/22/2003 Dear Ms. Sepkovic: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificute of Deposit Account #31200228895 DHARLYS A WILT DOD balance: $5,150.56 + $0.00 accrued interest Interest Paid 1/1/2003 -2/22/2003 - $33,66 Established 05/23/2002 Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-S88-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 flint Ave. Pim;burgh PA 15219 Mcrnb~r FDIC TOTRL P.O1 FREYSlNGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE / MECH^NICSBURG, PA 17050 · TEL. 717-766-8422 March 25, 2003 3 The appraised value for the 1997 Buick Riviera, VIN #1G4GD2213V470116~ with approximately 45,500 miles, is $6885.00. Richard L. Mu~~a~ Sales Mgr Freysinger Pontiac, GMC, Buick Inc. hereby acknowf~ --. · ~,~:le ires day that I have recetv · ,-.~'~on 3709 o1' the Vehicle DHARLYS A HZLT 720 HALTON ST LEHOYNE PA 170~3 FRI 16:30 FAX 717 737 7062 INSURANCE & SLEETY INC allfirst' Deposits may not be ewaMsble for immediate withdrawal. ~ 001 BS-0992A-0110 PK 1000 TRANSACTION RECEIPT YEA · Statement for Recipients nf .... ~5-o.a I --,~-~ ._-r'~/~/'"-~ I ....... '~' "'~"-"~'~ ..... · 35 ~OU?H CI-~ 81'REET .. . ,.... .... . . .,~';.,; . . ,, .~ ~As required by Ihe Federal Govemmem BALTIMORE. MARYIJU~D 21201 · .. 52-0312840 ':' FOR SAVrNGS COMPLETE WHITE AREAS. p im~o on ~u ff ~J~ I~ome is ~8 ~0 ~ I~ ~e= ~al it ~ ~t ~ m~0~gd. 1099 INT ~s~-~o~ PACK ~D o o o APPRAISAL Personal Property of ~,¥.,G/2_ y,z $ ,Gl, [o'i~-T ~'~,~?.T6- 7 ~ o ~u.¥Klz?,: ~ Appraised by Chuck E. Bricker AU094-L Date ITEM VALUE ITEM VALUE >,0' '"' '~- C~/~ L L c co c_~ ,b~', o c ~ { 7/ ~ · .' ' H&R BLOCK* tax, mortgage and financial services 832 N US Rt 15 Oillsburg, PA 17019 Tel' 717 432 3123 Fax 717 432 7720 www.hrblock.com PA REV-1500 SCHEDULE G INTER-VIVOS TRANSFERS and MISCELLANEOUS NON-PROBATE PROPERTY The Company You Keep® www.newyorklife.com April 28, 2003 Gates, Halbrune~ & Hatch, P.C. Attn: Traci L. Sepkovic 1013 Mumma Rd., Ste. 100 Lemoyne, PA 17043 New York Life Insurance Company 3401 N. Front Street, Suite 100 Harrisburg, PA 17110 Bus. 717 230-0622 Res. 71 7 486-7743 Fax 717 238-6580 jdday @ ft.newyorklife.com James D. Day, LUTCF Agent Dear Traci: Enclosed are policy information statements showing the two accounts Dharlys A. Wilt had with New York Life Ins. Company. I have highlighted several areas that should answer your questions. Also, Beth & Debora have completed the paperwork to liquidate both of these accounts and have received 50% each of the proceeds. If you have additional questions please call me. Sincerely, /'~"\ % . ~ ~, (~James D. Day ~ Life Underwriter Training Council Fellow ]~JMFE for Financial Products & Services Registered Representative for NYLIFE Securities Inc. 3401 N. Front Street, Suite 100 Harrisburg, PA 1 7110 717 232-2555 New York Life Insurance Company New York Life Insurance and Annuity Corporation (A Delaware Corporation) NYLIFE Securities Inc. 51 Madison Avenue, New York, NY 10010 MainStay Investment Management I. kC ESTATE OF DHARLYS A WILT 720 WALTON ST LEMOYNE PA 17043-2034 April 23, 2003 MainStay Shareholder Services RO. Box 8401 Boston, MA 02266-8401 800 MainStay 800 624-6782 REFERENCE: 01730071 MAINSTAY TAX FREE BOND FUND B ACCOUNT -NUMBER 79763343 DHARLYS A WILT Dear Executor: Thank you for your request for information about the above referenced MainStay account. On February 22, 2003 the balance of the account was as follows: FuND/ACCOUNT # N~T ASSET VALUE TOTAL SHARES TOTAL VALUE $ (NAV) 45-79763343 $10.00' 4,510.841 $45,108.41 The value of the account can be determined by multiplying the total number of shares by the NAV. Fluctuations in the value of the account will occur based on the fluctuation in the net asset value of the Fund. Information concerning the balance of the account as well as daily share prices can also be obtained through the MainStay Audio Response System (MARS) by dialing 1-800-MAINSTAY. Please MainStay Sha~'eholder Services ~$ a division of NYUM Sel'vica Company. a Registered Transfe¢ Agent and affiliate of New Yock Li~e Investment Management LLC. 4~, 108.41 ........ ....... ............... . .................. , ........................................ To~! Porffdio Value: 45.108.41 :f':'"""'""'"'"""'"'¥'"'" ..... ""'":'"?i!~!~ii~ii~iii~:~i!!~iiiiii~ i~ :~iiiiiiiii~!:¥~!:.:~..':'.: ~i:i(::?-~::'.Sg:~::.::::~:,':.'.::::.~....: ~:::.'. :: ::::::::::: ............. ~ .,,>.., l~.'g~*m~m: ~ A Wilt ................. .~.~..~.~...~`..~.~`~..~`~..:...:.:.:~.:.:.:.:.:.:.:.:.:~:.:.:~:.:.:.s:;:::::::::.m:m:s~::~::::::~:~:~:~:~:::~:~:~:~:E:~?~:~:?:~:~:~:~:~:~:E:E:~:~:~:~:~:~::::~:~:~:~:~:E:~:~:~:~:~:~:E:E:~:::~::~:~:~: 72O Waltoa St Lemayne Pa 17043-2034 Account Number:. 79763343 INmd: Taz Free B ^,a~,._ee~_ C|~,~..g House: NO Ac~unt St~us: OPEN Lislbill: NO Expedited Redemption: NO Expedited Exchange: YES Certificates-Issued: NO Pre-Aulhorized Checks: NO L~tmr of Intent NO Systemalic Wilhdrawal Plan(SWP): NO Dal~ of Birlh: Dividend Oplion: REINVEST Capil~i C-~ns Oplion: REINVEST Check Writing: NO Rights of Accumulmion: Loller of Inteot Amount:. Account Type: 12qDIVIDUAL MALE Re~is~r~tion: Dimri~ A 720 Walton St Lemoyne Pa 17043-2034 Accomt Nmnber:. 79763343 Coat~bmiom C'urreat Year Prior Year l~md: Tax Fr~ B Year To Date S~mary C~u-rent Year Prior Y~r Employs: Em plover= Inte~-t/Dividez~ts: 136.26 1702.64 ' Short T~rm O. mpi~ Gains: Long Tom Capitol Cmim: To~d: 136.26 1,702.64 Divid~ls Reinvemed to Account Numbe~. 720 W~flton St l.~moyn~ Pa 17043-2034 Accom~t Nmber: 79763343 Fund: Tax Free B Trsde Date Tmmaction Shar~ Price Total 01,31/2003 IZ/19/2002 11/29/2002 10/31/2002 09/30/2002 O8'3O/2O02 07,31/2002 06/28/2002 05~31/2002 O4,3O/2002 INCOME REINVEST 0.0303 INCOME REINVEST 0.0309 INCOME REINVEST 0.0303 INCOME REINVEST 0.0303 INCOME REINVEST 0.0328 INCOME REINVEST 0.0328 INCOME REINVEST 0.0328 INCOME REINVEST 0.0328 INCOME REINVEST 0.0328 INCOME REINVEST 0.0328 13.7360 9.9200 136.26 13.9510 9.9300 138.53 13.8040 9.8100 135.42 13.6650 9.8800 135.01 14.4660 10.0700 145.67 14.6210 9~300 145.19 14.6620 9.8700 144.71 14.7320 9.7900 144.23 14.7430 9.7500 143.74 14.7690 9.7000 143.26 P6ntod On: 02/24/2003 Policy Number: NP014875 Annuitant: Dharlys A Wilt Policy Date: 01/19/1982 Owner: DharlysA Wilt Policy Status: Paid Up Plan: Single Premium Retirement AnnulW Pr~-'pared On: 02/24/2003 Tax Status: Non-qualified Total Current Values Basis and Gain Informa~on Quote ~ Of: 02/24/2003 Pre-TEFRA Cost Basis: 3,130.82 Accumulation Value/Death Benefit: 29,53&29 ~(~ [~5 L/a~/~ -~_~ Post-TEFRA Cost Basis: 7,817.56 Surrender Charge: 0.00 Total Cost Basis: 10,948.38 TSA Loan & Interest: Federal Taxable Gain: 18,589.91 Net Surrender Value: 29.538.29 State Taxable Gain: Surrender-Free Window, Surrender Free Window: 29.538.29 Amount Used: 0.00 Amount Remaining: 29.538.29 Premium Mode: Single Total Premiums Current and Prior Year: Premium Amount: 3.130.82 Extra Credit Amount: Last Premium Activin': 12/04/1989 Total Withdrawals Current and Prior Year: Paid To Date: TSA Quarterly Loan Repayment: Next Bill Date: Original Premium Details Policy Date: 01 19'1982 Original prermum: 3.130.82 Current %: 4.00 Prior %: 4.00 Additional Premium Details Source Date inte~eat Posting Date Amount C.¥. Last Posting Date Current % PriorO/o 09/07f1988 09/07/2002 2,000 00 4,398.54 ' 4.00 4.50 06 12 1989 06/12/2002 2,000.00 4,135.18 4.00 4.85 11 ~08 1989 11/08/2002 3.817.56 7.610.89 4.00 4.20 ............................ "'"'" ' :':':': :':':': :': ::':':'::'::+::':':'::':':': ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: :::::: ::: :: :: :~ ?~:~:[:]:? :?i: :i ?~::~i ??i:i:i:~:i:~i: ¥~ ~¥~: i:i~ :: : 0612 1996Pt A lst50 ToDeboraLWiltHammNiece2nd.~mvLWilt G-rand-nieceP! B lstq0 ToBehhAWiltBeamerNiece2nd DeboraL Will Harem Niece - · "."..' ........... '.'.".'.':':.;.:-::..: ................ -:-..>:.<..5:::¥: ::: :::::::::::::::::::::::::::::::::::::::::::::::: Name: Dharlys A Wil! Role: OWNEIL/ANNUITANT SSN,~I'ax ID: 202-20-1770 Client ID: 005402476 HouseHold ID: 9811100001997844 Sex: F .Address: 720 Walton St Phone: 717-774-6510 HOME DOB: 03 23 1930 Lemoyne. PA 17043-2034 Role Exp Date S~-~,~ % GO Code Phone R Russell Drane Original Trm-ded 100% Harrisburg 024779 717-232-2555 Jmnes D Day 1,lq'CF Successor Active Harrisburg 190695 717-232-2555 Policx- Receipt Dale: N A Commission Option: N/A NEW YORK LIFE INSURa~NCE AND ANNUrI~' CORPOILATION IA DELAWAR.I! CORPORATIONi Values reflect transactions pn)ccsscd by thc Company up to thc "As Ol" Date. Values may vary duc to unprocessed transactions. For further detail~, call your Ne,a- York Life Agent or your New York Life Service' Center. l~rinted On: 112/24 '2003 Page I PA REV-1500 SCHEDULE H FUNERAL EXPENSES and ADMINISTRATIVE COSTS HOLIDAY INN HOTEL AND CONFERENCE CENTER ELEPHANT AND CASTLE RESTAURANT 0057 TABLE 75 #Party 15 MINA B SvrCk: 8 13:58 02/26/03 ELEPHANT PLATTER PUB PRETZELES GLASS WHITE ZINFANDEL BTL YUENGLING LAGER PINT NEW CASTLEBRWN ALE ST PAULI GIRL AMARETTO, $$ours BLACK AND TAN PINT NEW CASTLE bRWN ALE PINT NEW CASTLE BRWN ALE BLACK AND TAN ELEPHANT PLAT CHICKEN POT P CHICKEN POT P. BANGERS, BEANS i MASH I :DON BEEF DIP- ,,. CASTLE CLUB UNION JACK CHICKEN GUINNESS IRISH STEW BLACKENED SALMON CAESAR HAL-N-CHIPS COD-N-CHIPS WELSH BURGER CHK CAESAR BANGERS, BEANS 'N HASH BUFFALO CHICKEN WRAP BUFFALO CHICKEN WRAP ST PAULI GIRL PINT NEW CASTLE BRWN ALE PINT NEN CASTLE BRWN ALE PINT NEW CASTLE BRWN ALE ST PAULI GIRL ST PAULI GIRL SOFT DRINK, coke L-D COFFEE RASPBERRY ICED TEA ICED TEA SOFT DRINK, diet coke ICED TEA SOFT DRINK, coke 14.99 4.99 5.00 2.75 4.25 3.50 4.00 4.00 4.25 4.25 4.00 14.99 7.99 7,99 8,99 7,99 7,99 7.99 8.99 11.99 11.99 8,99 6.99 8,99 8,99 6,99 6.99 3.50 4.25 4.25 4.25 3,50 3.50 1.75 1.75 1.75 1.75 1.75 1.75 1.75 Sub Total: 236.32 TAX: 10.62 GRATUITY ~ 02/26 15:09 TOTAL: THANK YOU Gratuity: Total: Room Number: Signature for Room Charge: Printed Name: A. CHARGE FOR SERVICES SELECTED .. ,. ~.,~ / Traditional Funeral Package ................. -- _ _! Other PmparaUon of Body ................... Use of Facilities & Staff for Viewing / Visitation .... Use of Facilities & Staff for Funeral C, etm'nony. . . Use of Facil'~ies & Staff for Memorial Service .... Use of Equipment & Slaff for Gravesk~ Servf~e . . .' Use of Equipment & Staff for Church Service .... Transfer of Remains to Funeral Home ........... ~P~ ~ ' .o... ................................... B. CHARGE FOR MERCHANDISE SELECT'ED Acknowledgement Cards .~?....~..~. Regisler Book .................................. Memo~ Folders / Prayer Cards / Cremation Urn .................................. ~lothing ...................................... Stone & Murray Funeral Home JAME:$ E. MURRAY, JR. F.D, 406 THIRD STREET NEW CUMBERLAND, PENNSYLVANIA 17070 (717) 774-2750 STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED Char~s am only tar thosa items that you s.l~cted or tlmt am required. If we am required by law or by a cemetery or crematory to use any items, we will e; )lain masons in writing below. C. SPECIAL CHARGES ~)Forwarding remains to Receiving remains from ._)Immediate burial. .,. Direct cremation.. TOTAL OF SPECIAL CHARGES (C) ........ ::~. CASH ADVANCES C~[f~ Copies~ $C~g'Deathc~-'-'-'-'-'-'-'-'-~Certificateeach. Clergy ~ ~~~'/~-~- Musician Newspaper Notices ,, /3o-oo TOTAL OF CASH ADVANCES (D) .......... $ We charge you for our services in obtaining (specify cash advance items:) DISCLOSURES If you ~elecfed a funeral that may require embalming, such as a funeral with viewing, you may have to pay for embalming. You do not have to pay for embalming you did not approve if you selected arrangements such as a direct cremation or immediate burial ff we charged for w. wi,, Reason for embalming: ~-,,~,~. .,~4' ./' -- ~ ff any law, cemetery or crematory requirements have required the pur- ch .~..of_ ~reme~t is explained befow. ACKNOWLEDGEMENT AND AGREEMENT I hereby acknowledge that I have the legal right to arrange the final services for the deceased, and I authorize this funeral establishment to perform services, furnish goo*ds, and incur outside charges specified on this Statement. I acknowledge that I have received the General Price List and the Casket Price Uat and the Outer Burial Container P~ce Ust. Terms of Payment: Full payment is due no later than If any payment Is not paid when due, an unanticipated LATE CHARGE of % per month (ANNUAL PERCENTAGE RATE %) on the unpaid balance will be due. I agree to pay the Balance Due listed on this Statement, plus any Late Charge. In the everd I default in payment to this funeral establishment, I agree to pay reasonable attorney's fees and court costs in addition to any Late Charge applicable. I understand and agree that I am assuming personal liability for the charges set. forth In this Statame~t and Ihat this is in SUMMARY Total Funeral Home Charges (A+B+C) $ /-'/~" c~ deceased.addltl°n tOBythemyliabllitYsignaturelmposedbelow, I bYherebylaW upOnagree theto alleStateof the ofabovethe Sales Tax, if applicable ............ ' ' ' and acknowledge receipt of a .copy of this Statement. COMPLETE TOTAL ................. PAYMENT RECEIVED FROM sodal Secudty Numb~ · .ALA.CE DUE ................... "~"~' ~ ~r ~ "~'"' ~-~"~'~-'? H&R BLOCK* tax, mortgage and financial services 832 N US Rt 15 Dillsburg, PA 17019 Te1'717 432 3123 Fax 717 432 7720 www.hrblock.com verl7on Billing Date 03/25/03 Account 717 774 6510 980 67 Y Page I of 5 AmoUnt ofLastBill :7 '~' Payments through Mar 26 ' Balance Current charges V~riz-o~ Cli~rges Current Charges Due by Apr 21 Total Amount Due $16.82 Please wrtte in amount enclosed and send this coupon with your check or money order in U~ funds to address below. Total amount due A late payment charge of 1.2§% may ap, ply to any balance carried forward to next month s bill. Manage your account online at www. verizon. Com For Spanish speakin9 customers.: . Si usted no entiende O tiene alguna pregunta sobre esta factura I lame al 1 800-479-0305. Preguntas sobre pages o arreglos de page I lame al 1 800-834-0709. $16.82 veri7on Billing Date 04/25/03 Account 717774651098067Y Page I of 5 '21 $16.40 Please write in amount enclased and send this coupon with your check or money order in US. funds to address below. Billing Summary for Sewice t~: DHARYLS A WILT EST C/O DEBBIE HAMM 720 WALTON ST LEMOYNE PA 17043 Rate Classification: Residential Heating Billing Period: 04/2112003 to 05/15/2003 (24 days) Final Read Questions? Call 717-232-1811 or write to tGI at PO BOX 13009 Reading, PA 19612-3009 Your currant UGI charges include State taxes totaling $1.53. CFT 216 540 5150 03 1 Average CCF Per Day .I !1 !1 9.50 8.55 7.60 6.65 5.70 4.75 3.80 2.85 1.90 0.95 0.00 Average ~dJ,~A;O~dD,~ F~AM 2002 Months 2003 · = Estimated Usage Last This Year Year CCF/day 2.06 1.42 Daily temperature 55°F 58°F Past Bill Information -UGI Utility The account balance on your last bill was ................ $ 92.34 Thank you for your payment of ..................................... -92.34 Your balance as of 05/19/2003 ................................... 0.00 Current Bill Information -UGI Utility Customer Charge .............................................................. 6.84 Commodity Charge ( 34 CCF at $0.80824) .............. 27.48 Distribution Charges ........................................................ 13.35 PA State Tax Surcharge .................................................. -0.06 Total Current Charges -UGI Utili~ ...............................47.61 UGI UUlity charges owed this bdi .............................................. ~ ................................... $ 47.61 Total Amount Due, Please Pay by Due Date (06/11/2003) ..................................... $ 47.61 Meter Reading Information Meter Number Previous Reading Present Reading CCF Used 12017G1 754 (company) 788 (final) 34 Messages from UGI · Your currant price to compare is $ 0.80806/CCF. · Your total annual usage is 1,062 CCF. Your average monthly usage is 88 CCF. · Thank you for your business. You have maintained an excellent payment history with UGI. This bill may be used as a credit reference for obtaining future utility service. · Equipment breakdowns...no problem! A UGI Advantage Service Agreement covers parts and labor and guarantees same-day service. Add the Iow monthly charges to your gas bill. Call 1-800-322-6013 for details. · Help prevent pipeline damage, accidents and service disruptions. If you see someone digging near your home please call UGI. If you pay at a payment agent please take your entire bill. Make check payable to UGI. Keep this part for your records. Important information is on the back of this bill. BillingSummary for Service to: DHARLYS A WILT EST 720 WALTON ST LEMOYNE PA 17043 Rate Classification: Residential Heating Billing Period: 03/20/2003 to 04/21/2003 (32 days) Company Read Questions? Call 717-232-1811 or write to UGI at PO BOX 13009 Reading. PA 19612-3009 Your current UGI charges include State taxes totaling $ 2.97. cfr 216 540 5150 03 1 Past Bill Information - tGI Utility The account balance on your last bill was ................ $183.87 Thank you for your payment of ..................................... -183.87 Your balance as of 04/23/2003 ................................... 0.00 Current Bill Information -UGI Utility Customer Charge .............................................................. 8.55 Commodity Charge ( 71 CCF at $0.80803) .............. 57.37 Distribution Charges (First 50 CCF at $0.39280) ... 19.64 Distribution Charges (Next 21 CCF at $0.32857) .... 6.90 PA State Tax Surcharge .................................................. -0.12 Total Current Charges -UGI Utili~ ...............................92.34 UGI Utility charges owed this bdl ............................................................................... $ 92.34 Total Amount Due, Please Pay by Due Date (05115/2003) ................................... $ 92.34 Average CCF Per Day I ! !II !II tttt- .,..111 - 9.50 8.55 7.60 6.65 5.70 4.75 3.80 2.85 1.90 0.95 0.00 2002 Months 2003 · = Estimated Usage Last This Average Year Year CCF/day 2.97 2.22 Daily tomparatum 52°F 49°F Meter Information - Next Read Date June 19, 2003 Meter Number Previous Reading Present Reading CCF Used 1201761 683 (estimated) 754 (company) 71 Messages from tGI · Your currant price to compare is $ 0.80806/CCF. aYour total annual usage is 1,092 CCF. Your average monthly usage is 91 CCF. · We can make your energy costs easier on your budget with our 12 month Budget Billing plan. Your monthly payment would be approximately $106,00. For more information about this plan call UGI. . · Help prevent pipeline damage, accidents and service disruptions. If you see someone digging near your home please call UGI. If you pay at a payment agent please take your entire bill. Make check payable to UGi. Keep this part for your records. Important information is on the back of this bill. Billing Summary for Service to: DHARLYS A WILT EST 72O WALTON ST LEMOYNE PA 17043 Rate Classification: Residential Heating Billing Palled: 02/19/2003 to 03/2012003 (29 days) Estimated Read Questions? Call 717-232-1811 or write to UGI at PO BOX 13009 Reading, PA 19612-3009 · Your currant UGI charges include State taxes totaling $ 5.92. CPT 216 540 5150 03 1 9.50 8.55 7.60 6.65 5.70 4.75 3.80 2.85 1.90~ 0.95 0.00 I~IAI~IJ; A; 0 ~ D; F I~1 2002 Months 2003 · = Estimated Usage Last This Average Year Year CCF/day 4.21 5.55 Daily temperature 42°F 35°F Past Bill Information - UGI Utility The account balance on your last bill was ................ $ 222.18 Thank you for your payment of ..................................... -222.18 Your balance as of 03/24/2003 ................................... 0.00 Current Bill Information - UGI Utility Customer Charge .............................................................. 8.55 Commodity Charge ( 161 CCF at $0.74435) ............ 119.84 Distribution Charges (First 50 CCF at $0.39080) ... 19.54 Distribution Charges (Ned. 111 CCF at $0.32631). 36.22 PA State Tax Surcharge .................................................. -0.28 Total Current Charges - UGI Utili~ ............................... 183.87 UGI Utility chargeo owed this bdl .................................................................................. $183.87 Total Amount Due, Please Pay by Due Date (0411512(X)3) .....................................$183.87 Meter Information - Next Read Date April 21, 2003 Meter Number Previous Reading Present Reading CCF Used 1201761 522 (company) 683 (estimated) 161 Messages from UGI · Your current price to compare is $ 0.808061CCF. · Your total annual usage is 1,110 CCF. Your average monthly usage is 92 CCF. · We can make your energy costs easier on your budget with our 12 month Budget Billing plan. Your monthly payment would be approximately $124.00. For more information about this plan call UGI. · Help prevent pipeline damage, accidents and service disrupUons. If yon see someone digging near your home please call UGI. If you pay at a payment agent please take your entire bill. Make check payable to U¢l. Keep this part for your records. Important iaformatton is on the back of this bill. THE PATRIOT NEWS THESUNDAY PATRIOT NEWS Proof of Publication UnderAct No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss JOSEPH A. DENNISON being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of tl~e Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 10th, 17th and 24th day(s) of May 2003. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION COPY LETTERS TESTAMENTARY for the Es- tote of Dharlys A. Wilt, deceased, late of the Borough of Lemoyne, Cumberland County, Pennsylvania, have been granted to the un- dersigned on March 14, 2003. All persons In- debted to the Estate are requested to make Immediate payment and those hgvlng claims ~galnsf the Estate ore requested to present them for sefflement without delay to: Beth A. Beamer, Co-Executrix 34~-A Thorley Road New Cumberland, PA 17070 Del)ora L. Harem, Co-Executrix 17 $chofleld Drive East Berlin, PA 17316 or Craig A. Hatch, Esquire GATES, HALBRUNNER & HATCH, P.e. 1013 Mumrna Road, Suite Lemoyne, PA 17043 Sworn to an~s[~lSscribed b~.fnm .m~ti~)27th day of/~/lay 2~00~A.D. Dau 'n~ ~,/L~ MVC~Exor~J~e6,~ ] NOTARY PUBLIC ~,Pe~~~n~ My commission expires June 6, 2006 GATES, HALBRUNER & HATCH, P.C. 1013 MUMMA ROAD, SUITE 100 LEMOYNE, PA. 17043 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Probating same Notary Fee(s) Total $ 239.40 $ 1.75 $ 241.15 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patrigt-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. Jo~ Name: ':' DESCRIPTION INVOICE 9727 Work date: 3/20/03 , ,, Item ~-i,i~ PR .... SVcP Checked for any leaks in the water system and heating3 system and found nothina. Meter did not move exce~)t for when techican ran the water. Plumbina service call 40.00 59.00 Allow us to help you save money. Call for your Planned Maintenance Agreement. Not only will you savemoney on your heating and cooling bills, you'll also save 15% on any parts or labor should you need a service call. TERMS: NET 15 days - no discount. A I 1/2% monthly service charge (18% PER ANNUM) will be added to all accounts 30 days past due. NO PARTIAL PAYMENTS UNLESS PRE-ARRANGED Subtotal Sales Tax Total Invoice Amount Payment Received TOTAL 99.00 99.00 0.00 99.00 ZlMMERMAN PLUMBING, HEATING & AIR CONDITIONING, INC. May 29, 2003 ATTN: Traci Gates, Haibruner & Hatch, PC 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 Re: Dharlys A. Wilt Dear Traci' Please find enclosed copies of the final utility bills and other bills 1 have paid. I will continue to forward copies of any other bills that may come up. 1 have also paid her housekeeper $50.00. I can=c~et you a copy of that check if you need me to. Also, enclosed is the confirmation notice showing the stock was sold and the value. Should you have any questions, please give me a call. Thank you, Beth A. Beamer I ! PPL Electric Utilities ppi Page I Electric Service DHARLYS WI LT- Eb-"TATE 720 WALTON ST LEMOYNE PA 17043 Adjusted F'mal Bill Summary Page Balance as of May 20, 2003 $ 20.64 Charaes: TotaFPPL ELECTRIC UTILITIES Charges $ 6.98 Total Charges $ 27.62 : ~ , " : · ?~ ~,; i ~ ?: ;~?'-. "~ . ~'.~7%~ .:~ ': ~:? ~ Account Bfl~ce $ 27.62 Questions about this bill? Please contact us by Jun 10 at 1-800-342-5775 or write to: Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www.pplweb.com Electric Use This graph shows your electric use over the last 13 monlhs. l~ePeS of ter Readings-' Actual l Estimated Customer KWH - Average Per Day Meter Reading Information 36 ]Meter 02 4530252 30 I May 15 Adjusted 9884 [May 7 Actual 9824 24 18 Days K~d ~0 Average - May 2002 2003 18 Temperature 62F 62F 12 KWH Per Day 16 Yearly Usc: Total Average 6 Use Month61~ Jun 2001 - May 2002 4361 0 Jun 2002 - May 2003 4742 395 J JASONDJ FMAMJ 2002 Months 2003 ........................... Other important information on back -'~ For: LEMOYN~ PA ~ontact us at or write to: 827 Allentown 18104-93 www.pplweb.com Electric ~ Use 36 This graph shows 30 your electric use over the last 13 24 months. 18 l~lVeP e s of ter Readings: 12 Actual I 6 Estimated ~ 0 Customer ~ * d '*;°' - I'.2. DDI .:;:. Page 1 29240-78019 Summary Page Balance as of Apr 7, 2003 $ 0.00 Char~es: TotaUPPL ELECTRIC UTILITIES Charges $19.05 Total Charges $19.05 KWH - Average Per Day 1 ,I II II II IIIIII II I I I I AMJ JASONDJ FMA 2002 Months 2003 Meter Reading Information Meter/t24530252 lPa r 7 Actual 9664 r 7 Actual 9522 31 Days ~ 1-~ Average - Apr 2002 2003 Temperature 44F 43F KWH Per Day 7 5 Yearly Use: Total Average Use Monthly May 2001 - Apr 2002 4091 341 May 2002 Apr 2003 5288 441 Other important information on back --~ Serving the Mid-Atlantic Region for 60 Years With Offices In Maryland, Virginia, West Virginia, Delaware, North Carolina, Georgia, Pennsylvania and the District of Columbia See Reverse Side For Location Nearest You 1/02/2003 R 84. O0 TERMITE R],]NEWAL FEE ~IS STATt~2~f IS FO] :.~ ANNUAL rENEWAL OF '.tOUR TERMITE ~ROTECTION PLAN. PAY1 ri;ItT WILL PRO' tIDE TERMIT.'. PROTECTION tS OUTLINE) IN THE t~C~DSED LETT~ FOR ANOTH. ~ YEAR. D INSURE~ YOUR INk,PinION PLISSE VERIFY THE ABOVE ~3DRF~ ~]D INCLUD '] !OUR DAY A~) EVENING PI]ONE N~ER. DtPIRES NtE~ MONT~! DISREGARD IF PAID Ab'l']~ 2/18/2003 SALES Ti~X 5.04 ( ~P ~'IONAL I/VARi tANTY ~.~ o ~ HOM~E.P._A. ~R,~4_ .O?.~N~. P..E_ST_?._.N~._OI:. _~_ _PANY, POST OFFICE BOX 850, FOREST HILL, MD. 21050-0850. / I PLEASE INCLUDE YOUR ACCOUNT NUMBER ON ALL CHECKS. THANK YOU. · Home Paramount Pest Control Companies Inc. O 2002 Previous Edition Obsolete HP 257 6/02 60-83/0313 1922 TO THE ORDER OF ..... ~ ,~. Harrisburg, PA 17101 FOR '~, DATE CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 MAY 30, 2003 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Craig A. Hatch, ESQUIRE RE: Dharlys A. Wilt, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: MAY 16, 23, 30, 2003 Advertising Cost Proof of Publication Second Proof Request Payment Received Total Amount Due Payment received MAY 13, 2003 by Becky H. Morgenthal/Executive Director $ 75.00 $ 0.00 $ 0.00 $ 75.00 $ 0.00 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : SS. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: MAY 16, 23, 30, 2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Wilt, Dharlys 2L, dec'd. Late of the Borough of Lemoyne. Co-Executr/ces: Beth A. Beamer, 348-A Thorley Road, New Cum- berland, PA 17070 and Debora L. Hamm, 17 Schofield Drive, East Berlin, PA 17316. Attorneys: CraigA. Hatch, Esquire, Gates, Halbruner & Hatch, P.C., 1013 Mumma Road, Suite 100, Lemoyne, PA 17043. {~isa Mari~ ~)yne, E~itor SWORN TO AND SUBSCRIBED before me this 30 day of MAY, 2003 PA REV-1500 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES and LIENS Ui/ll/Ud /'JiLl U~:JJ C)UANTU~ IMA~|NG & THERAPEUTIC BILLING OFFICE/A93 25;>7 CRANBERRY HIGHWAY WAREHAM MA 02571-5010 8D04599-9770 OR 508-295~555B 251792805 FORWARDING SERVICE REQUESTED INSURANCE & S[rRETY INC If you have an HMO please reph/ promptly ~002 15255 ! AT 0.~-~92 DHARLYS WILT A93'332998 WEST SHORE HEALTH & REHAB 770 POPLAR CHURCH RD CAMPHILL PA 17011-2302 h,,ilh,,llh ..... Ih.ll,,hh,lhlh,,,.hlh,,llh,,,l[,,I PAGE I ~ec~~'~'''''~ ~.~ "~ ............ ~.~..,,,.,,~.,.~ HOLY SPIRIT HOSPlTA,L_ 7417D25~[ 571,8 CT A~DOMEN W & W/O C 380.00 051 MSG 051 = YOUR INSURANCE CARRIER HAS INFORMED US THAT BENEFITS ARE NOT AVAILABLE. IF YOU HAVE ANY QUESTIONS,CALL YOUR INSURANOE Make sure Ihe providar's address shows in Ihe u4ndow ol enclosed re~urn envelope. **PRIMARY INSURANCE*" 'SECONDARY INSURANCE' MEDICARE PART B PEBTF PO BOX 890418 1505 43RD ST STE1 CAMP HILL PA 17089 HARRISBURG PA 17111 202201770A 202201770 PEB'[FRHP CHECKS ~YABI, E TO: QUANTUM IMAGING & THERAPEUTIC BILLING OFFICE t A93 2527 CRANBERRY HIGHWAY WAREHAM MA 02571-5010 IIh,,.,hM.l,h,,h,,Ihhhlh.,,,lllh"l DHARLYS WILT 332998A93 07/07/03 veriTon Billing Date 02/25/03 Account 717 774 6510 980 67Y Page 1 of 4 p~kmount of Last Bill a~ntS thrOUgh F~b 26 Balance '-ii v6rizb~ Charges Current Charges Due by Mar 24 Total Amount Due 16.49 $16.49 Account 717 774 6510 980 67 Y Total Amount Due $16.49 R/I YMOND D WILT 720 WdLTON ST LEMO YNE P/I 17043-2034 DO NOT MAIL A PAYMENT You are enrolled in Verizon's Direct Debit payment option. The total amount due will be deducted from your bank account on 3/24/03. PATIENT NAME: INSURANCE: WEST SHORE EMS - ALS ,503: N 21 ST ST CAMP HILL: PA 17'011 Phone #: (800) 367-0,512 Federal Tax ID: 23-2463002 ~T ~-~0~ INVOICE 3001759A DHA RLYS WILT 720 WALTON ST LEMOYNE, PA 17043 2~22~:77~ 2~220~778A PATIENT NUMBER: CALL NUMBER: DATE OF CALL: TIME OF CALL: CALLER: FROM: TO: REASON(S) FOR TRANSPORT DESCRIPTION OF CHARGE QUANTITY UNIT PRICE ' AMOUNT .~-:a.~'-,_,IC ~N ~ ,-R.~r-T A0999 I;] ~2.70 442.70 ['--~ ,.-*. t ...... .,'-,. ~ n (14-24) .A ~394 'I .0 4.75 4.75 GLUC:OSE BLOOD A0394 1.0 5.~ Ei<:G ,-L.__.,.~; RODES ~ 0'.::~,~ 1.3 4.02 ..... E~J E:, TIDAL CC',2 DETECTC, R A0422 1.0 12.21 12.21 E?'--J D O~.ACH TUBE ~.u4., -, I .u I 9.3g 1 g.3g ET TUBE H OLDER .~U4-'-' .~ r,, 15.::-:Z I ~ ':'":' ..... .,'-,.u~,Y~ I .i] 4.47 4.47 ST'f LET .A~.'-' ! .0 .~ 17 = -" 10 G"I-F TUBING AO3~ 1.0 7.58 7.58 r,,iORMAL SALINE 50O,:_-:C A8394 I .O 2.;_-*,4 '2.~4 A'FR r',PI r,j ~ .! !;t G A0394 '-' I~ 4. I O .~ .? .:-n DESCRIPTION OF PAYMENT RECEIPT PAYMENT DATE AMOUNT PLEASE PAY THIS AMOUNT : Continued on Next Page PAr' I EMT NAME: INSURANCE: Phone D HA RIZ¥'S '?,.,.'l LT PEBTF MEDICARE B 300175§A DHARLYS WILT 720 WALTON ST LEMOYNE, PA 17043 WEST SHORE EMS - ALS 503 N 21ST ST CAMP HILLy PA 17011 (800) 367-0512 Federal Tax ID: 23-2463002 INVOICE SHORE EMERGENCY MEI)IC?AL ";ERVICE,S 20220.I~ 20220~;,,~ PATIENT NUMBER: CALL NUMBER: DATE OF CALL: TIME OF CALL: CALLER: FROM: TO: 2585 SUP 300!759A. SUP1 WEST SHORE HE, .LTH A¢4D R."Z-HAB HOU," SPIRIT HOSPITAL REASON(S) FOR TRANSPORT DESCRIPTION OF CHARGE QUANTITY UNIT PRICE AMOUNT F-PI I M G 1:100O0 A.g3Q4 5.0 4. '! 0 20 50 Fotal Char~les 557.29 DESCRIPTION OF PAYMENT RECEIPT PAYMENT DATE AMOUNT Total Credits 0.0O PLEASE PAY THIS AMOUNT ~ $557 PATIENT NAME: INSURANCE: WEST SHORE EMS - BLS 503 N 2'IST ST CAMP HILL, PA t 70t 1 Phone #: (800) 367-0&12 Federal Tax ID: 23-2463002 INVOICE 'WEST EMERGENCY MEDICAL SERVICES DHARLYS WILT PEBTF MEDICARE B 102459W DHARLYS WILT 720 WALTON ST LEMOYNE. PA 17043 20220'1770 2022Qt770A PATIENT NUMBER: CALL NUMBER: DATE OF CALL: TIME OF CALL: CALLER: FROM: TO: REASON(S) FOR TRANSPORT 2585 WCS '102459W B 02/07.,"2003 05: t 5 PM HOLY SPIRIT HOSPITAL HOLY SPIRIT HOSPITAL WEST SHORE HEALTH AND REHAB Pneumonia VVneelchair Transport A0130 1 .O 44.35 44.35 Transport Van Mileage Aogg9 t .O 1.25 t .25 of. al Char~tes 45.G0 Total Credit; PLEASE PAY THIS AMOUNT ::; Insuranqe Charges pending to Drc 2090.00 Ins Pay/Adj against Ins pending 883.12 -876.88 330.00 01/07/03 1 6 E PACEMAKER ANALYSIS DUAL-C 93731 427.61 80.00 01/14~03 Medic DEDUCT Pay~.ent 0.00 01/14/03 Accept Assign A~j. -40.29 39.71' E-This bill applied against your deducl 00/00/00 39.71 0.00 ~A~ ~ MOFFITT HEART & VASCULAR GROUP :~¢K [ 1000 NORTH FRONT STREET 'AY~T°~WORMLEYSBURG, PA 17043 0.00 0.00 0.00 PAT# 1-DHARLYS A WILT DR# 6-ZORNOSA, JOHN P, MD pay us. Ph:(717)-731-8315 Acct#: 101129 Date: 04/28/03 Page 1 of 1 O00~qOG~8?q3qOOOOOOOOOOOOGq300~ PO BOX 578 ALTON, IL 62002-0578 For Service To: 720 Walton St 000022411 01 AC 0.275 h,,llh,,llh.,h,l,,Ih,,hllh.,,,Ih,h,h,hllh.,h,II Dharlys W/Zt 720 Walton St Lemoyne PA 17043-2034 ml~t~dlEAVlla elUa.'a 2 z~ - 06287 z~ 3 - 9 AMOUNT DUE $69,30 DUE DATE Mst ELECTRONIC AMOUNT PAID PAYMENT III III I Pennsylvania-American Water Cc PO Box 371412 Pittsburgh, Pa. 15250-7412 I,,,11,1,1.,,I,1,1,1,11,,,I,,,I,1,,I,,,11,,1,1,,11,1 -~ Pl~. se, check here ~ add H20-Help to O;hors ¢onNbutlon to your mon~ly bill or m cnange your aooress or telephone number, and print infurma#on on reverse side. Water Usage Comparison ltl Monthly usage in hundred gallons. 2 M A M J J A S O N D J F M 2 UeCOeae8 8 ~ ~ ; ~ ~ g p t v c n b r ~ 2 3 * E ' · Messages to you from PennsYlvania - American ffective January 1, 2003, ~he State Tax AdjUStment Suicharge (STAS) was decreased from 0 24% to 0 07% * At Pennsylvania-American, our customers are our top priorf(y. Please let us know how we can'serve o~ be~[er. * RESIDENTS: A VOID COSTLY SERVICE LINE REPAIRS... Y~ To learn how you can protect yourself against unexpected and costly service line repairs, call (866) 430-0819, and ask about the Water Line Protection Program. Your peace of mind is worth it. * Effective January 1, 2003, the Distrfbution System Improvement Charge (DS[C,) has increased from 0.73% to 1.12~ This charge funds replacement of water distribution facilities. · ~ * Frozen pipes and meters can expand and burst, resulting in unexpected repair bills. Avoid these costs by insulating your water meter and pipes and draining water lines leading to outside faucets. Customer Service & Emergencies 1-800-565-7292 (24 Hours) For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours) Visit us on the INTERNET: www.pawc.com 1~ ~ A1M 22421 Utili Electric Service DHARLY$ WILT 720 WALTON ST LEMOYNE PA 17043 PPL R/ectric Utilities Customer SerVice 827 Hausman Rd. AllentoWn, PA 18104-9392 1-800-342 -5775 www.pplwcb.com General Information Next meter reading on or about Apr 8 Page 3 Total from Last Bill Pa,~ment Received Feb 26- Thank You/ $ 24.24 $ 24.24 Billing Details Balance as of Mar 7, 2003 $ 0.00 Current Charges Char. ges for - PPL ELECTRIC UTILITIES Residential Rate: RS for Feb 5 - Mar 7 Distribution Charge: Customer Char~,e 6.47 137 KWH at 1.79600000¢ per KWH 2.46 Transmission Charge: 137 KWH at 0.37700000¢ per KWH 0.52 Transition Charge: 137 KWH at"1.55900000¢ per KWH 2.14 Oeneration Charge: Capacity and Energy 137 KWH at 4.9'6200000¢ ocr KWH 6.80 PA Tax Adjustment Surcharge af 1.26000000% 0.23 Total PPL ELECTRIC UTILITIES Charges $18.62 Generation prices and charges are set by the electric generation supplier you have chosen. The Public Utility C6mmission regulates distrii~ution prices .and. services. Tl}e Fed.eral Energy Regulatory'U~mmission regulates u'ansmisslon prices ano services. PPL Electric Utilities uses about $1.84 of this bill to pay state taxes. In addition, about $0.81 of this bill pays the PA Gross Receipts Tax. i~ee Tr,a~. si,ti,on Charge includes an. In.tangibl.e Transition Charge (IT.C) and appl~canie gross receipts tax which together amount to $1.76. The ITC is a l:~r usage charge approved by the Pub-lie Utility Commission which PPg Electric Utilities do'ilects as agent tbr PPL Electric Utilities Transition Bond Company LLC and which tliat company uses to service debt incurred to recover a pqrtion of PPL Electric Utilities' stranded costs. The gross receipts tax, which is collected for the Commonwealth of Pennsyl'~ania, is equal to 4.4% of the ITC. ...... leWc,yOu can ,rec.eiv,e and pay ygur PPL Electric Utilities' bill online. ~c our wet) site tot more intormation and to sign up -- www.pplweb.com No charge Convenient Secure SAVE MONEY Clean the coils on the back or bottom of your refrigerator every 3 months. Dust covered coils waste energy. PPL Electric Utilities' new, free on-line Energy Audit shows how your heating system, water' heater, refrigerator, ligIiting, and level of insulation add to your home's energy bills. ,%e where your energy dollar is going - and how you can save energy. For a free report, go to http://audit, pplweb.com/energyaudit. BillingBummary for Service to: DHARLYS A WILT 72O WALTON ST LEMOYNE PA 17043 PHt Bill Information - U61 Utility The account balance on your last bill wan .............. Thank you for your payment of .................................. Your balance as of 02/21/2003 ................................. 196.35 -196,35 o.od Rate Classification: Residential Heating Billing Period: 01/20/2003 to 02/19/2003 (30 days) Company Read Questions7 Call 717-232-1811 or wdto to UGI at PO BOX 13009 Reading, PA 19612-3009 Your current UGI charges include State taxes totaling $ 7.15. CFI' 216 540 5150 03 1 Current ill Information - UGI Utility Customer Charge ............................................................ 8.55 Commodity Charge ( 228 CCF at $0.60294) .......... 137.47 Distribution Charges (First 50 CCF at $0.38580).. 19.29 Distribution Charges (Next 178 CCF at $0.32162) 67.23 PA State Tax Surcharge ................................................. -0.36 Total Current Charges - UGI Utility ........................... 222.18 UGI Utility charges owed this bill .............................................................................. $ 222.18 Total Amount Due by (03/17/2003) .............................................................................. $ 222.18 A~mge ~F hr Day .! II! [] II! I_ II I! Ill I! IIt II II 9.50 8.55 7.60 6.65 5.70 4.75 3.80 2.85 1.90 0.95 0.00 F~IA~J ;A;O~I"; F 2002 Months 2003 Meter Information - Next Read Date April 21, 2003 Meter Number Previous Reading Present Reading CCF Used 1201761 294 (estimated) 522 (company) 228 Messagu fTom UGI · Your current price to compare is $ 0.60293/CCF. "Your total annual usage is 1,071 CCF. Your average monthly usage is 89 CCF. · We can make your energy costs easier on your budget with our 12 month Budget Billing plan. Your monthly payment would be apprexJmatoly $106.00. For more informaUeo about this plan call UGI. · Help prevent pipeline damage, accidents and service disrupUons, if you sea someone digging near your home please call UGI. · = Estimated Usage Last This Average Year Year CCF/day 5.06 7.60 Daily tempareture 38°F 25°F Keep this part for your records. Important information 18 on the back of this bill. UGI Utilities, Inc. Post Office Box 13009 Reading, PA 19612-3009 CPT 216 540 5150 03 1 I,,,111,,,111,,,,!,,I,,11,,,I,II1,,,,,11,,I,,I,,I,II1,,,,I,,11 ~~~ AUTOCR ~;( C-005 DHARLYS~A WTLT 720 WALT°N ST LEHOYNE PA The amount due will be deducted from your --checking account on March 17, 2003. ABC PLAN 28Q ;~:],I;5LtOS~SOO:~Oq:],TO:],OOOi~;~;~:],BOOO;~?GOODOODOODDODDDOODOODO? LEMOYNE BOROUGH 665 MARKET STREET SEWER AND REFUSE BILL LEMOYNE PA 17043~T10~~ SERVICE LOC ~OUNT NO. 720 WALTON ~--~ 341125 SEWER SERVICE 07/15/2002 TO 10/15/2002 REFUSE SERVICE 01101~2003 TO 03/3112003 CURRENT PREVIOUS UTILITY READING READING USAGE CHARGES SEWER 2092 2070 22 $20.00 REFUSE $34.00 PREV BALANCE $0.00 IF PAID BY 4/7/03 PAY {~$54.00 IF P,~,~TER 4/~/o3 .Ar ~e.7~ END OF ATTACHMENTS Register of Wills CUmberland County, Pennsylvania I'NVENTORY Estate of Dharlys A. Wilt also known as , ,, Deceased No. 21-2003-000229 Date of Death 02/22/2003 Social Security No. 202-20-1770 RW-8 Beth A. Beamer and Debora L. Hammr Personal Representative(e) of the above Estate, deceased, verify that the items appearing in the following inventory include ail of the personal assets wherever si[ustc and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value ae of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory, lANe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Craig A. Hatch, Esquire 76361 Gates, Halbruner & Hatch, P.C. 1013 Mumma Rd., Suite 100, Lemoyne, Name of Attorney: I.D. No.: Address: Telephone: 717-731-9600 PA 17043 Description 1. Real estate located at 720 Walton Street, Lemoyne, 2. 12 shares of Great American Financial common stock 3. 48 shares of American Financial Group common stock 4. 1997 Buick Riveria; VIN1G4GD2213V4701163 5. Waypoint Bank; Acct. No. 5500019090 6. Miscellaneous personal property 7. Internal Revenue Service; 2002 income tax refund 8. Citizens Bank; Acct. No. 6241045186 9. Waypoint Bank; Acct. No. 1000012943 10. Waypoint Bank; Acct. No. 7100019411 11. PNC Bank; Acct. No. 31200228895 12. Series E U.S. Savings Bonds 13. Verizon; refund 14. PA Amerian Water Co.; refund (Attach Additional Sheets if necessary} PA Value $100,302.65 170.34 885.72 6,885.00 1.60 975.00 3,631.00 16,774.22 5,830.64 5,150.56 6,965.26 '' 4.53 53.94 Total: $152,891.57 NOTE: The Memorandum of real estate outside the Commm~wealth of Pennsylvania may. at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. BUREAU OF TNDTVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. HARRISBURG, PA 17118-0601 CRAIG A HATCH ESQ GATES ETAL 1013 MUMMA RO STE 100 LEHOYNE PA 170q$ COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-2q-2005 WILT 02-22-2005 21 03-0229 CUMBERLAND 101 Amoun~ RemA*tad REV-i~? EX AFP (01-0S) DHARLYS A MAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILT DHARLYS A FILE NO. 21 05-0229 ACN 101 DATE 11-2~-2005 TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) (3) q. Mortgages/Notes ReceAvabla (Schedule D) (q) $. Cash/Bank DeposAts/MAsc. Personal Property (Schedule E) (5) 6. JoAntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/MAsc. Expanses (Schedule H) (9) 10. Debts/Mortgage LiabAli~Aes/Liens (Schedule 1) (10) 11. Total Deductions 12. Nat Value of Tax Return 100~$02.65 1~056.06 .00 .0O 51z532.86 .00 NOTE: To insure proper credAt to your account, submit the upper portion of this form wASh your tax payment. 69~6q6.70 (a) 222,538.27 2q,056.05 13. NOTE: la067.22 (11) 25.123.27 (12) 197,q15.00 Charitable/Govarneental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Net Value of Estate Sub~ect ~o Tax (lq) :If an assesseent was issued previously, lines 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line lq at Spousal rata (1.6) 16. Amount of LAne lq taxable at LAneal/Class A rata (16) 17. Amount of LAne lq at SAblAng ra~e (17) 18. Amount of LAne 1~ taxable at Collateral/Class B rata (18) 19. PrincApel Tax Due TAX CREDITS: PAYMENT RECETpT DATE NUMBER 05-22-2005 CD002605 ZF PAID AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 197,q15.00 18 and 19 will 29,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORM FOR ZNSTRUCTZONS.) 1,q80.61 $0,q80.61 868.$6CR .00 868.$6CR DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID · O0 X O0 = . O0 · 00 X Oq5= .00 .00 X 12 = . O0 197,fi15.00 X 15 = 29,612.25 (19)= 29,612.25 RESERVAT/ON: PURPOSE OF NOT/CE: PAYMENT: REFUND (CR): OBJECT/ONS: ADH/N- /STRATIVE CORRECT/ONS: DISCOUNT: PENALTY: /NTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future in]aras] in the estate is transferred in possess]on or enjoyment to Class B (collateral) beneficiaries of the decedent after the exp]rat]on of any estate for life or for years, the Couonweelth hereby expressly reserves the right to appraise and assess transfer /nhar]tanca Taxes at the lawful Class B (collataral) rate on any such future interest. To fulfill the requ]reaants of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Regis]ar of Hills printed an the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available et the Off]ca of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-aO0-qq7-3010 (TT only). Any party ]n interest not satisfied with the appraisement, allowance, or disallowance of deduct]ons, or assessment of tax (including discount or interest) as shown on this Not]ce must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281011, Harrisburg, PA 17118-1021, OR --election to have the matter determined at audit of the account of the personal reprmsantat]vm, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit~ Dept. 180601, Harrisburg, PA 17118-0661 Phone (717) 787-6505. See page 5 of the booklet "/ns]ructions for Znheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty ]s computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty parted. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and in]aras] that has been assessed as indicated on this notice. Interest ]s charged beginning with first day of delinquency, or nine (9) months and Dna (l) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (61) percent par annum calculated at a daily rate of .000164. All taxes which became del]nquont on and after January 1, 198Z will bear interest at a rate which w111 vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through 2003 ara: Interest Dally Interest Daily Interest Daily Rate Factor Year Rate Factor Year Rate Factor Year 1982 201 .000548 1987 9Z .O00Zq7 1999 7Z .000192 1983 161 .000438 1988-1991 111 .000301 ZOO0 8Z .ODOZ19 1984 112 .000301 1991 92 .000147 2001 92 .O00Zq7 1985 132 .000356 1993-1994 7Z .000191 ZOOZ 6Z .OO016fi 1986 lOX .O00ZTq 1995-1998 91 .000147 2003 5Z ,000137 --Interest is calculated INTEREST = BALANCE OF as follows: TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Not]ce, additional interest must be calculated. (5J ¢-. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE FORM 6.12 YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dharlys A. Wilt Date of Death: February 22, 2003 Will No.: 21-03-0229 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes o If the answer is No, state when the personal representative reasonably believes that the administration will be complete: N/A If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? No Bo The separate Orphans' Court No. (if any) for the personal representative's account is: N/A C° Did the personal representative state an account informally to the parties in interest? Yes Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: February 11, 2004 Craig.. Hatch, Esquire PA ID. #76361 GATES, HALBRUNER & HATCH, P.C. 1013 Mumma Road, Suite 100 Lemoyne, PA 17043 (717) 731-9600 Capacity: Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. ZGO601 HARRISBURG., PA 17128-0601 CRAIG A HATCH ESQ GATES ETAL 1015 HUHHA RD STE 100 LEMOYNE PA 170q5 COMNONNEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REV-1607 EX AFP (01-05) 12-22-2005 MILT DHARLYS A 02-22-2005 21 05-0229 CUMBERLAND 101 Amoun~ Remi~ed MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit: ~:o your account, submit: ~he upper por~ion of ~his form wi~h your ~ax payment:. CUT ALONG THIS L'rNE t~* RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ TNHER'rTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF MILT DHARLYS A FILE NO. 21 03-0229 ACN 101 DATE 12-22-2003 THIS STATEMENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NAMED ESTATE. SHONN BELON 1S A SUHMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED /NTEREST FZBURE. DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 11-17-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-22-2003 CD002605 ~ 1,q80.61 12-Oq-ZO0$ REFUND .00 t IF PAZD AFTER THTS DATE, SEE REVERSE 29,000.00 868.56- TOTAL TAX CREDIT 29,612.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT" YOU MAY DE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT/ONS. 29,612.25