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HomeMy WebLinkAbout02-0731Register of Wills of Cumberland County, Peninsylvania PETITION FOR GRANT OF LETTERS Estate of Richard E. Sharbaugh No. 21-02-731 also known as ,Deceased Social Security No. 166 .Z6-0631 Eric M. Sharbaugh Petitioner(s), who islare 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioners are the executors nametd in the Last Will of the Decedent, dated August 10. 1998 and codicil(s) dated N/A State relevant circumstances, e.p., renundetion, death of exewtor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after e)<ecution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente life; durente absentia; durente minordate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and Decedent, then 72 years of age, died Julv 28 , 2002, at Select Speciality Hospital, East F'ennsboro Township, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property•••••••••••••••••••••••-•••••••••••~•--•••••••••••••• ......................................$ 5.000.000 (If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $ (If not domiciled in PA) Personal property in County ............................................................................... $ Value of real estate in Pennsylvania ............................................................................................................................ $ Total ................................................................................................................... $ 5.000.000 Real Estate situated as follows: Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence v ` ~ ~ ~ ~- ~ ~ Eric M. Sharbaugh, 207 Berkley Drive, Mechanicsburg, PA 17050 Fonn RW-1 Pape 1 of 2 (Dauphin County) ~ Rev. 9/92 440503.1 Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 724 Allenview Drive Mechanicsburg Upper Allen Township Pennsvlvania _ (list street, number end municipality) 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 correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this 15th day of AUGUST 2002 ~zceJ/¢C//IS~~Zu~. No. 21-02-731 Estate of RICHARD E SHARBAUGH Social Security No: 166-26-0631 $ 25.00 Deceased AND NOW, AUGUST 15 , 2002, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters X Testamentary ^ of Administration tl.b.n.c.t.; pendente lile; duranto absentia, durance minodlate are hereby granted to ERIC M SHARBAUGH in the above estate and that the instrument(s) dated AUGUST lo, 1998 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................ . Register of Wills ~~ , Short Certificate(s)...... Renunciation ............... Affidavit ( ) ................ Extra Pages ( )......... Codicil ......................... JCP Fee ....................... l n ve nto ry .................... . Other ........................... .... $ 15.00 ... $ ,,, $ 2G.00 $ 5.00 Attorney: $ I.D. No: $ Address: TOTAL ................ ~~~;-~~~ 1_,1., ~ ~C,~~._._ ERIC M. SHARBAUGH Date of Death: 07-28-2002 $ 69.00 Telephone: Form RW-1 Page 2 of 2 (Dauphin County) -Rev. 9/92 • ~,: ene nF.• „ o,. This is to certifti that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for Permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, X2.00 r'~ Local Registrar LJ U L ~ ~ 20G~ p ~463~.10 No. rate Hav ve7 COMMONWEALTH Uf PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECOFIDS CERTIFICATE OF DEATH S rATE f 4E NUMBER ~ ~ SE% SIrCIAL SECURITY NUMi3ER DATE OF DEATH ,MCnm. C>ay roar) I NAME OF DECEDENT {Full MiWle.:aml 02 July 28 166 -- 26 - 0631 . l M , . e 7. a Jr 2 ,. Richard E. Sharbaugh _ AGEIl.am O~nnoayl UNOERr YEAR UNOERIDAY GATE OF 81RTF1 BIRTHPIACE:~-+Y and PLACE OF DEATHIf.nerxrx~ly ~v~e-,ev ~„stnx:rxxnnn ane~m~el T~ ~MOnm. Dey pearl ilatea FCre ~I;ounrry) HOSPITAL: OTHER: MoMM r Days Hnwa ~ Minulw _- DIMr , ^ pp ~Q ETUOutpaaenl i~i p,,,, G Nwaeq 'npar»nl H^m. ^ R.a»enu ^ spewy) Yra. Max'ch 6 30 Johnstown Pa ~ ea. . T 72 t e . . s. T OF HISPANIC ORIGIN? RACE ~ AmerKan Indan. &uk, WMa. etc. BORO. TYVP Of DEATH fACILRY NAME (u.wt uw~lmron 9.+e sver, anu rwrnoan WAS DEf.EDEN COUNTY OF DEATH CITY , ~ ISpecM) spxrry Cuoan No ~ Yet ^ II yp ' . . Select Speciality Hospital M.xtcan.PuenoRrcan,arc White East Pennsboro 10 Qunbesland ~ . ~ 9. k DECEDENT'S USUAL OCCUPQION KIND OF BU$INESS/INDUSTRV WAS DECEDENT EVERIN DECEDENT'S EDUCATION MARITAL STATUS-Man»d SURVIVING SPOUSE UI.Wa .7ive manes name) Widowetl 1 Never Marr»d , . . IG~ve kxbdwwk done draurg mom U.S. ARMEDFORGE57 S ~ oM n, ,etl, rase con. ra< Pa Harness vT EbmenlaryrSecondary CdNgs Dw«ced lSpecityl ^ o,w«knrg Ma: do not use retvedl vec AJ No 10-r21 4Pa«5.) Divorced ni ion i C R . ,,. ,,. ,.. ,~. an s ac ng „a, Executive Secret ,e DECEDENT'S MAILING ADDRESS (Siren. Cey7TOwn. SU». LiVCodel DECEDENT'S tTC~YM OecaMMlrvW in Ti +~cur ~.lE?[~ `I'w~ Iwp, Pa DM -=dtY` t 17 SU C 724 Allenview Dr1Ve 1 : a. w A TUAL RESIDENCE ~•M^t Mechanicsburg, Pa 17055 ISee ~nmruclwnc '^""' No a.ceo•ra lived cm dnel s,de, ~ unberland towr»nrpi ^ le. . wnruraaualkmas of cay/Epo. 17b. County _ 17d. ^ FATHER'S NAME IFvm. M~ddlb, Lam) MOTHER'S NAME IFnm. MWdle. Maiden Sutnamel line 11 ha 1e ,o. e INFORMANT'S NAME (Type.~PraNl INFORMANT'S MAILING ADDRESS ISuen. ~rry?own, Slate Lip Code) 207 Berkley Drive Mechanicsburg, Pa 17050 Eric Sharbaugh gas 2a. DATE OF DISPOSITION METHOD OF DI$PO$ITI N O PLACE OF DISPOSITION - Name of Cemetery. Gemalory LOCATION ~ Ciry/Town, Slale, Zp Cpde f VV f Banal LD Cnmat»n ^ Removal bom Slara ^ IMOnIn, Pay. Y6aq or OIMr PMCe oen.lert^ an.rlsl~avt 2002 Au st 1 ^ Mechanicsbur , Pa Gate of Heaven Cemetery 2,d . , 2s eta . 2,e. RE OFF ERSON ACTING AS SUCH LICENSE NUMBER NAME ANO ADDRESS OF FACILITY 1903 Market Street 011654-L . 22e. - zza ,,, a27at My wits cantty, To tM Oaal of my Mrwwradga, dearn occurred at rM ome. dale and place stared. LICENSE NUMBER DATE SIGN (MOnm. Day, Y - INrysician» n« avadade at ume of dearn ro ISyralure and isle) • c.rlrry caw. of oars. ! 2 ~ C% c' 2]a. 1..~.-w 77b. 27tl. 1 1 ~ Hems 2/-2e muel W completed M TIME OF DEATH DATE PRONOUNCED DEAD IMwun. Day. Year) WAS CASE REFERRED 70 MEDICAL EXAMINEPoCOEEONER7 • person wlto prorouncsa deals. ()Z h i Yes ^ No~ ?/L,1•~L L 7e. 2e. M. 25. 27. PART E: Enur iM dseases, injuries « wmplicatxans wnich caused IM dearn. Do rat s«er IM mods of dying, sucn as carduc or respnatory arrem, stark or neon tadure. r Approaimab PART 11: OrMf sgni/IcaM conOrlior» cnntnbWkre b tleaM. !ae ~ iMBrvd Datwwn rwl reauMinp in tM urWerfylnq wusn 9N.1+ n PAtiT I. U Nr» e t M . o y OM cause on a Lis r OMN arW dMm r IYYEOIATE CAUSE (Fear n evseav «cortdd,on t' ,.,(.r.w ~ ` ~•'~' ~~T`•. ~~"-~ a + r sWlingndeaarl-- a. DUE TOIOR ASACONSEOUENCE OF): ~1 r ur~t Spwmiatly lnl cortWtiona b. ;+EU "~""x a any, ItaOM1g W rmmediale DUE 70IOR AS A CONSEQUENCE OFI: 1 I _ prw.Enler UNDERLYING CAUSE IOrsease a spry c. ~ r- mar uutiatetl even» DUE TO IOR AS ACONSEOUENCE OFI: restaurq n Deem) LAST tl 1- WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME Of INJURY IN.WRV AT WORKS DESCRIBE NOW INJURY OCCURRED. _ PERFORMEDi AVAIUBLE PRIOR TO IM«.m. Day. Year1 n COMPLETION OF CAUSE ^ ~ 1l id OF DEA7H7 anc a Nnwal Y~ro ^ No ^ AcCMenl ^ Pendrq lnveall9ar»n ^ 70a. _ 70b. I",- ,d•. 700. ria ^ No~ Yea ^ No ^ ~K'd• ^ Could nn f>+dmermme0 ^ PUKE OF INUURY - AI tame. farm, sneer. laclory. odica LOCATION ISlren. Gry7TOwn. Slalel bwkWlq, arc.I$pecnyl 2W. 2eb. 29. 30e. 70/. CERTIFIER ICnecM «sY mel SIGNATURE AND TITLE OF CERTIFIER 'CERTIFYING PHYSICIAN IPnvs«=ancwnlymq cause d deem when anurner pnysK~an nos pronounced deem ano compered Item 271 ^ To tlw MN of my knowNdge, dearn occurred duo to d» cwae(al and manner a elalad ..................................................... 7tD. ~^-"~r~--- UCENSE NUMBER GATE SIGNED IMOnm. Day. Pearl '-RONOUNCING AND CERTIFYING PMYSICIANfWWxian[xkn WOnwr,c~ny team and <e~utyv~g tp~ause of oearM i`~ and due to IM tauHla) and manner as flared .. ....................... and place deem oeeurrM al ma rlma date To ma Deal of m krwwlad e 71 t. ~..~C t ~~-~~ ' 71d- ~,/~T/` r' ~, , , , y g , NAME AND ADOiiESS OF PERSON WHO COMPLETED CAUSE OF OEATN (Item 271 Type a Prinl 'MEDICAL. E1(AMINER/CORONER On the buia of e:aminallon and/or invesllgalion, in my opinion, death otlcurred at the tlma, date, and place, and due to the cause(s) and 9r~,~,, .,c-r .;nL r, t'~ TT. ~'~ manner as stated .................................................................................................. ^ ~Gn 7 7u. 72. n ~ REGISTRAR' NATURE ANg,-IyMBEii /_/ / 1 / / .~ ` ' • 1~J` DATE FlLEDIMOnm D.ry, arl . ` ,. ._ G~.-rr~ Nt ~ -.,_;.z, ~_ti,~%_~,,~~ ~ _ 77. 7.. ~ ~za'~" ~ _~Q.. ~ i7 ~~? DD..1._ ~/ 'frontoffice\wills\sharbaugh.ric August 10, 1998 LAST WILL OF RICHARD E. SHARBAUGH I, RICHARD E. SHARBAUGH, of Mechanicsburg, ~~umberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime heretofore made. ], , FAMTT,Y l.l. Identification of Family. I have four natural born children (as herein defined): RICHARD D. SHARBAUGH, ERIC M. SHARBAUGH, NANCIE TANNER and SUSAN SHARBAUGH. 1.2 Definition of Family Terms. As used in this Will, the terms "my child" or "my children" :refers to all my natural children and specifically excludes any step children. As used in this Will, the tE~rm "issue" refers to all lineal descendants of the indic~~ted person of all generations, with the relationship of parent and child. at each generation determined by the=_ definition of "children" set forth in this paragrapri. 2. PAYMENT OF BURIAL EXPENSES AND DEBTS. 2.1 Description of Expenses and Debts. I authorize my executor to pay all the expenses of (1) a funeral or memorial service; (2) the interment of my remains, including the costs of a gravesite, if :necessary; and (3) the installation and inscription of a suitable marker at, and perpetual care of, the gravesite. I further direct my executor to pay all of my debts that my executor in his or her sole discretion may allow as claims against my estate. 3. D=SPOSITION OF TANGIBLE PER ONAr. PROPERTY. I give all of my tangible personal property of every kind and description, J / - / ti J ' frontoffice\wills\sharbaugh.ric August 10, 1998 including, but not limited to, books, pictures, clothing, articles of household or personal use or adornment, hou:~ehold furnishings and effects, and automotive vehicles and their accessories, but excluding any money, evidences of indebtedness, documents of title, and securities and property used in connection ~Nith the operation of any trade or business, to my children who survive me and direct my executor to divide my tangible personal property into two parts. The first part shall contain all items that my executor determines, to be of no present or future value or use to my children. The second part shall contain the balance of the property. My executor shall dispose of the first part by sale, abandonment, destruction, or gift to any charity or person. The proceeds of any sale shall be added to my residuary estate. All property :gin the second part I give to my children who survive me, in substantially equal shares, to be divided among them as they shall agree. If no agreement is reached within (60) days after my death, all property in the second part shall be divided among all mgr children in such manner as my executor shall direct. The decision of my executor shall be conclusive and binding on all persons interested in my estate. Any item of personalty passing to a minor under this Section 3.2 may be delivered to the minor or to any pers~~n to hold for the minor, as my Executor thinks advisable, and the receipt of any such persons, including the minor, shall constitute a full and complete discharge to my Executor. 4. DISPOSITION OF RESIDUARY ESTATE. I leave all the rest, residue and remainder of the property that I own at the time of my death, both real and personal, and of every kind and description, wherever situate, to which I may be legally or Equitably entitled at the time of my death (my "residuary estate") :gin equal shares to my children who survive me, PROVIDED THAT, if any of my children shall predecease me, then I leave the share of teat deceased child to my then living children, in equal shares; anti FURTHER PROVIDED THAT if all of my children shall predecease me, then I leave the remainder of my estate my children's living issue, per stirpes. 2 ~' ~~ , f l '~`'~ ~~ ~ ~t.z , C_ ~ ~ ~~ ~i r " frontoffic~wills\sharbaugh.ric August 10, 1998 5. POWERS OF ADMINISTRATION. 5.1 errant of Powers. My executor, in the administration of my estate, shall have the powers arZd authorities set forth in this Paragraph 5. These powers and authorities may be exercised by my executor ir1 their sole and absolute discretion, without the permission or order of any court. These powers shall be supplementary to those conferred by law, including, but not limited to, those set forth in Title 20, Chapter 33, ofd the Pennsylvania Consolidated Statutes. 5.2 Retention of Assets. My executor shall have the power to retain any or all property of my estate or trust, however received and acquired, for so long as they deem appropriate. This power may be exercised even though the property may not be of the type authorized by law for investment, and even though the rete~ztion may leave a disproportionately large amount of the value of my estate invested in one type of property. 5.3 Transfer of Assets. My executor shall have the power to sell, transfer, and convey any property, of whatever nature, including real property, and wherever situated, that I may own at the time of my death, or that may come into my estate or into the trust corpus at or after my death. The sale, transfer, or conveyance may be by public or private sale, at such time, on such terms and conditions, including selling price artd credit, in such manner, and for any reason that my fiduciaries deem appropriate, including, but not limited to, the purpose of obtaining net proceeds to be distributed to my residuary beneficiaries. 5.4 Investment. My executor shall have tY~e power to invest and reinvest any property in my estate or in the trust corpus in preferred and common stoc}~:s, bonds, notes, common trust funds (including any managed by any corporate fiduciary), interests in investments, trusts, mutual funds, leases, mortgages on ~~roperty wherever located, and, generally, in any property and in 3 !~? ~,_ /- irontofficetwills\sharbaugh.ric August 10, 1998 proportions of property as my executor deems advisable, even though the investments are not oi= the character or proportions authorized by applicable law for the investment of the funds. 5.5 Power to Borrow. My executor shall have the power to borrow money for any purpose, for any periods of time, and on any terms and conditions as trtey deem advisable (including the power to borrow fr~~m any corporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my estate to secure repayment of any loan, as well as the power to rer.~ew existing loans either as maker or endorser. 5.6 Power to Hold Proper ~s in Nominee Fc2~m. My executor shall have the power to hold any prope:rty in the name of a nominee or in bearer form. 5.7 DistribLtion in Cash or in Kind. My e:~ecutor shall have the power to make distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended, or other applicable law, and i~o determine which assets shall be sold and which shall be distributed in kind, without notice to or consent by any beneficiary. 5.8 pistribution to Minors and Person Under Disability. My executor shall have the power to make distributions or payments to or for the benefit of any ~~eneficiary who is a minor, an incompetent, or who i:~ the executor's judgment is incapacitated. The distributions or payments shall be made in any one or more of tree following ways: (1) directly to the beneficiary; (2) directly to the creditor in payment of the debts or expenses of the beneficiary; (3) to the guardian of thE~ person or estate of the beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian f~~r the beneficiary under any law related to gifts to minors, including to my fiduciaries in that capacity; or (6) to any other person who shall have the care and custody of the person of the beneficiary. There shall be no duty to see to the application of funds so paid, provided due care was 4 /~ ~~ frontoffic~\wi lls\sharbaugh. ric August 10, 1998 exercised in the selection of the person to whom the funds were paid, and the receipt of tie person shall be full acquittance of the executor. 5.9 Continuation or Licxuidation of Business. My executor shall have the power to continue or to permit the continuation of any business, incorporated or unincorporated, in which I may have arty interest at the time of my death for any period of time, or to liquidate the business on any terms as they deem appropriate. This power includes, but is not limited to (1) the power to invest additional sums in any business, even to the extent that my estate may be invested largely or entirely in the business, without liability for any loss resulting from lack of diversification; (2) the ~~ower to act as or to select other persons to act as directors, officers, or employees of any business, to be compensated without regard to being a fiduciary under this Will; and (3) the power to make any other arrangements in regard to any business as my executor shall deem proper. 5.10 Employment of Agents. My executor shill have the power to employ and pay the compensation of any and all attorneys, agents, custodians, ~~ttorneys-in-fact, experts, investment counsel, accountants, bookkeepers, or other agents or providers of services as my executor deems advisable in the administration of my estate. 5.11 Commissions. My executor shall have the power to take reasonable commissions on account at airy time during the administration of my estate without tree approval of any beneficiary or of the court, but subject to allowance or disallowance on the settlement of the final accounts of my executor. 5.12 Third Party Reliance. No person or corporation dealing with my executor shall be required. to see to the application of any property paid or delivered to my executor, or to inquire into either th.e authority of my executor to enter into any transaction or the expediency 5 L~ -~L. ~~ ~~ti ~/ j, _ -- lrontoffice\wills\sharbaugh.ric ' August 10, 1998 or propriety of any transaction entered into by my executor. 6. PAYMENT OF DEATH TAXES. 6.1 Payment of Estate Taxes. I direct that all federal and Pennsylvania estate taxes payable as a result of taxes assessed on property passing under this Will shall be paid from my residuary estate as a part of the expenses of the administration of the estate. 6.2 Inheritance Tax. I direct that the Pennsylvania inheritance taxes payable as a result of my death, limited to taxes assessed on property passing under this Will, shall be paid out of my residuary estate and shall not be deducted or collected from any beneficiary under this Will or other transferee. 7. EXECUTOR. 7.1 BRAointment. I name, constitute, and appoint my son, ERIC M. SHARBAUGH, as executor of my ~=state. If my son shall not survive me, shall not serve ass executor for any reason, or shall cease to serve as executor for any reason after appointment my son, RICHARD D. SHARBAUGH shall act as executor in his place. 7.2 Bond Not Required. None of the individuals named in Section 7.1 shall be required to furn:ish a bond for the faithful performance of his or her dui~ies as executor. 8. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes of this Will, in determining whether a person rtas survived me or another person, a person shall not be deemed to have survived me or another person if he or she dies within sixty (60) days of my death or of the death of the other person. 6 ~''_> , ~~ / ~/' r _. ~' 'frontoffic2\wills\sharbaugh.ric August 10, 1998 9. LIABILITY OF EXECiJTOR. 9.1 Liability Limited to Actual Fraud or Willful Misconduct. My executor shall not at any time be .Liable for mistake of law or of fact, or both law and fact, or errors of judgment, nor for any loss coming t~a any beneficiary under this Will, or to any other persons, except through actual fraud or willful misconduct o~z the part of the executor. My executor may, from time to time, consult with counsel with respect to the mean:~ng, construction, and operation of this Will, particularly with respect to the appointments, allocations, and disbursements, and may act on the advice of counse7_ in all matters without incurring liability on account of his or her actions. 1Q, TN'TF.RPRETATTC)N, 10.2 Successors of Fiduciaries. All pronou~zs referring to an executor and the term "executor" shall be construed to mean any person acting as my executor, co-executor, or administrator, as the case may be. 10.3 Number and Gender. If required by the context of this Will, singular language shall be construed as plural, plural language shall be construed as singular, and the gender of personal pronouns shall be construed as either masculine, feminine, or neuter. 10.4 Headincrs. All headings used in this Will to describe the contents of each article, paragraph, or other division are provided for convenience only ~tnd shall not be construed to be a part of this Will. 10.5 Governing Law. This Will shall be construed in conformity with the law of the Commonwealth of Pennsylvania. 7 ~ ; ~~~,, r /~ ~_ i ~ _. f~ontoffice~willslsharbaugh.ric August 10, 1998 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of eight (8) typewritten pages, the first seven (7) of which bear my si n~ture in the margin for the purpose of identification, this ~ day of August, 199$. '~ ~ ~ ~ ' /c-r G~, ~ ~~ - 'RICHARD ~~. S RBALJ TESTATOR ~ , ~_ Signed, sealed, published and declared bit the above-named Testator, RICHARD E. SHARBAUGH, as and for h:is Last Will and Testament, in the sight and presence of us, who, <~t his request, in his sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~~ /~~- ~ " Addre s s --T ~~, ~.4--«-~' -lam P ,~`/ Address 3-~ ~ ~~ 170 ~~ 8 frontoffice\wills\sharbaugh.ric ~ ~ ~ ' August 10, 1998 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, RICHARD E. SHARBAUGH, THE TESTATOR, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED AC".CORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE'. ME BY RICHARD E. SHARBAUGH, THE TESTATOR THIS ~ DAY OF AUGUST, 1998. ,~~ R~ch,,aFd E. 3harb,$ug]h, T~stator Notary Public Notarial Seal COMMONWEALTH OF PENNSYLVANIA ) Deborah L. Brenneman, Notary Public S S . Camp Hill Boro, Cumberland County My Commission Expires June 18, 2002 COUNTY OF CUMBERLAND ) r~~par p~~ypr~~ q~lat;on of Notaries WE ~ ~i~--~sX,.` ~ C`~::/~C'c~.. AND ~d~-l.r'Y~,2~~y ~~_Q'~r~~ THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, EING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATOR SIGN AND EXECUTE THE INSTRUME:[~T AS HIS LAST WILL AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATOR SIGNED THF; WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. SWORN OR AFFIRMED TO AND SUBSCRIBED TO BE ORE 1KE, THIS Cam. DAY OF AUGUST, 1998. ;' ~..._ f ~CG~~- . Witn s ~_ ~., . r ~ Wit // ~_ ~__ U Notary Public Notarial Seal Deborah L. Brenneman, Notary Public H:\OFFICE\WPWIN\WILLS\SHARBAUG.RIC 9 Cemp FIItI Boro, Cumberland County My Comrnleslon Expires June 18, 2002 Member, Pettrteylvania Association of Notaries REV -1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2002 0731 COUNTVCOOE VEAR NUM8ER DECEDENT'S NAME (LAST, FIRST, AND MIDDUE INITIAL) SOCIAL SECURITY NUMBER Sharbaugh Richard E 166-26-0631 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 07/28/2002 03/06/1930 WITH THE REGISTER OF WILLS (IF APPLICABUE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER - - 3. Remainder Return CHECK r O'iginal Return ~' Supplemental Return 8 (date of death prior to 12-13-82) APPRO- 4. Umi1ed Estate 40. Future Inter8.t Compromise 5. Federal Estate Tax Return Required ~at.Ofdeath.ft.r 12-12-82) PRIATE 6. Oecedenl Died Teslate 7. IItcedenl Maintained a Living TrLlsl 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) ~ttach a copy of Trus~ BLOCKS 9. Litigation Proceeds Received 10. pousal Poverly Credl idllte of death between 0 11. Election 10 lax under Sec. B113(A} 12-31-91 and 1.1-95) (Attach Sch 0) ~'tilJ$_IQ$MQ$l\.lt,~IItt~'~~j_~i~j(~.~_"u)"P!\ijl$'t.toi NAME COMPUETE MAILING ADDRESS COR- Eric M. Sharbauah 207 Berkley Drive RE- FIRM NAME (If Applicable) Mechanicsburg, PA 17050 SPON DENT TEUEPHONE NUMBER - - _J'cO c:::i OFFI~~SE ONLY 1. Real Estate (Schedule A) (1) ~ ~20o v..' I::, '0 2. Stocks and Bonds (Schedule B) (2) 8>: 00 3. Closely Held Corporation, Partnership or Sol.~ProprlelorshIP (3) iO.OO ;;::: c ;0 4. Mortgages & Notes Receivable (Schedule D) (4) ,p.OO '...' N 5, Cash, Bank Deposits & Miscellaneous Personal (Xl Properly (Schedule E) (5) 15,939.00 :g 6. Jointly Owned Properly (Schedule F) "J U'i 0 Separate Billing Requested (6) :;:;1:00 (...j N RECA- PITULA- 7. Inter - Vivos Transfers & Miscellaneous TION Non - Probate Properly (Schedule G or L) (7) 48,899.19 8. Total Gross Assets (total Unes 1-7) (8) 64,838.19 9. Funeral Expenses & Adminis1rative Costs ~&hedul. H} (9) 9,090.00 10. Oebt. of Decedent, Mortgage Llabilltl.., & Liens (Scheduler) (10) 422.00 11. Total Deductions (total Unes 9 & 10) (11) 9,512.00 12. Net Value of Estate' (Une 8 minus Un. 11) (12) 55,326.19 13. Charitable and Governmental BequestS/Sec 9113 Trusts for which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 55,326.19 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable.! the spousal tax rale, or transters under Sec. 9116 (aX1.:2) 0.00 X .0 0 (15) 0.00 TAX 16. Amount of Line 14 laxabllil allln.al rale 55,326.19 X .0 0.045 (16) 2,489.68 COMPU- 17. Amount of Line 14 taxable at.iblingrat. 0.00 X .12 (17) 0.00 TATION lB. Amount of Line 14 taxable.! collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 2,489.68 20. 0 !~:H!!!$)llidU_8.ili\l1_Xi~i.~~~! .........".. ,'''n.'' 17-8/- I;? ( c... q;,;t;;;t\}'))\;{~:?"#1tliiIMi!i!Be'1iQ;iitl$!~eliUii$l~~Q8~l~g;BAlill!(Ml!itliiii#iN?iWi1liHi?nnt :.:.:.,.:.::'::::'::::"'" ,",.,..:.: ........,....:.:.;.:.:.;.:.:';.;.:,.:.:.: o PA 15001 NTF 29755 Copyrlgh12000 GreaUAnd/Nelco LP - Forms Software Only REV-1508 EX + (1-97) COMMONWEALTH CF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Richard E. Sharbaugh 21 2002 0731 Include proce$ds of litigation & date proceed!!l Wefe ree.I~.~ by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE CF DEATH 11. Automobile Valued per proceeds of sale SCHEDULE E CASH. BANK DEPOSITS, & MISC. PERSONAL PROPERTY 2,500.00 2 Income Tax Refund for 2002 1,498.00 3 Insurance refund 92.00 4 PSECU Accounts 10,874.00 5 Household and personal articles Valued per sale proceeds 975.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insen additional sheets of the same size) 15,939.00 9 PA 15081 NTF 10875 Copyrlghl1999 Greattand/Neleo LP - Forms Software Only REV-1S10 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard E. Sharbaugh FILE NUMBER 21 2002 0731 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. ITEM NO. 11. DESCRIPTION Of PROPERTY INCLUDE NAME Of THE TRANSFEREE, THEIR RELATIONSHIP TO DECO & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. Commonwealth of pennsylvania, Deferred Compensation account Beneficiaries: Decedent's children, in equal sharesi Richard D. Sharbaugh; Eric M. Sharbaugh; Nancie Richards; and Susan M. Sharbaugh. 20,449.00 DATE Of DEATH VALUE OF ASSET 2 Primerica/PFS Investments Rollover IRA account Beneficiary: Decedent's son, Eric M. Sharbaugh. Valuation of account follows this page. 28,450.19 %OF DECO'S INTEREST 100.000 100.000 EXCLUSION (IF APPLICABLE) 0.00 0.00 9 PA15101 NTF 10877 TOTAL (Also enter on line 7, Recapilulalion) $ (If more space is needed, insert additional sheets of the same size) Cop'jf\gh\ 1Q99 Gr...tland!Ne\coLP - Forms Software Only TAXABLE VALUE 20,449.00 28,450.19 48,899.19 gstate Valuation Date of Death: Valuation Date: Processing Date: 07/28/2002 07/28/2002 04/23/2003 Estate of: Shares or Par Security Description High/Ask Low/Bid Estate of Richard Sharbaugh Account: Prime rica Report Type: Date of Death Number of Securities: 1 File 10: Sharbaugh, Richard Mean and/or Div and Int Security Adjustments Accruals Value 11 2748.811 CONCERT INVT SER (202668885; GRIBX) GR~ Ii. INCH 8 NASDAQ 07/26/2002 10.35000 Bid 10.350000 28,450.19 Total Value Total Accrual Total $28,450.19 $28,450.19 $0.00 page 1 This report was produced with E$tateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.11 REV-1511EX+ (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH cY PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard E. Sharbaugh FILE NUMBER 21 2002 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION A. FUNERAL EXPENSES: ,. 1 Funeral and burial expenses B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Represen1a1ive(s) Social Securily Number(s)/EIN No. of Personal Represenlative(s) Slreet Address Cily Stale Zip Year(s) Commission Paid: 2. 3. Attorney Fees Family exemptiOn: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Cily Relationship of Claimant 10 Decedent Slale Zip 4. Probale Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Automobile repair in preparation for sale 2 Legal advertising 3 Register of Wills, filing fee for PA Inheritance Tax return and Inventory 0731 AMOUNT 7,050.00 1,500.00 158.00 189.00 165.00 28.00 TOTAL (Also enler on line 9, Recapilulation) $ (If more space is needed, insen additional sheets of the same size) 9 PA15111 NTF 10878 Copyrlg"11999 Gr...tland/Nelco LP # Forms Software Only 9,090.00 REV -1512 EX + (1-97) COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard E. Sharbaugh Include unreimbursed medical expenses. ITEM NO. 1. 1 Miscellaneous household expenses SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 2002 0731 DESCRIPTION AMOUNT 422.00 9 PA 15121 NTF 10814 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheetS of the same size) 422.00 CopyrlSh11SS9 GreallandlNeteo LP - Forms Software Only REV-1513 EX+ (9-00) COMMONWEALTH CF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARI ES FI LE NUMBER Richard E. Sharbaugh 21 2002 0731 NUMBER NAME AND ADDRESS CF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTiONS [include ou1ri9ht spousal distributions, and 1ransfers under Sec. 9116 <aJ (1.2)] RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not Ust Trustee(s) CF ESTATE 1 1. ~ancie Richards ~10 N. Harper Drive os Angeles, CA 90048 ne-quarter share of ~eferred com. acct. 5,112.25 Jne-quarter residue, 984.33 Daughter 6,096.58 ~otal from continuation pages 46,739.93 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV -1500 COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -- ENTER TOTAL NON- TAXABLE DISTRIBS. ON LINE 13 CF REV-15OO COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 0.00 o PA 15131 NTF 33293 Copyrighl2000 Greattand/Nelco LP - Forms Software Only Schedule J part 1 (Page 2) Estate of: Richard E. Sharbaugh Item No. Description Relation Amount 2 Eric M. Sharbaugh 207 Berkley Drive Mechanicsburg, PA 17050 Entire proceeds of Primerica IRA, $28,450.19 One-quarter share of deferred compo acct. , $5,112.25 One-quarter residue, $984.33 Son 34,546.77 3 Richard D. Sharbaugh 4119 Fawn Drive Apt. J Harrisburg, PA 17112 One-quarter share of deferred compo acct. $5,112.25 One-quarter residue $984.33 Son 6,096.58 4 Susan Sharbaugh 4119 Fawn Drive Apt. J Harrisburg, PA 17112 One-quarter share of deferred compo acct. $5,112.25 One-quarter residue, $984.33 Daughter 6 , 096 .58 Total (Carry forward to main schedule) 0.00 Register of Wills of CUMBERLAND County, pennsylva Certificate of Grant of Letters No. 2002-00731 FA No. 21-02-0731 ESTATE OF SHARBAUGH RICHARD E \LA~l, ~L~~~I M~UUL~) Late of UPPER ALLEN TOWNSHIP LuM~~K~U ~UU~lX, Decease!d Social Security No. day of August 166-26-0631 m1EREAS, on the 15th dated August loth 1998 was admitted to probate as the last will of SHARBAUGH RICHARD E (L.Abl, t!'J.I(:=i.!, lYll.uu.w~) late of UPPER ALLEN TOWNSHIP CUMBERLAND County, who died on the 28th day of July ~ and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I. MARY C. LEWIS , Register of Wills in and for the County of CtJMBERLANP in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to SHARBAUGH ERIC M who pas duly qualified as Executcr(rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIh. IN TESTIMONY WHEREOF. I have hereunto set my hand and affixed the seal of my Office the 15th day of August 2002. 2002 an instrume ~~~~h~ UNOTBU ALL NAMES ABOVE APPEAR. (LAST. FIRST. MIDDLE) ~d~OO XI~LV~ OiNI :AS l e acad !~Vv~:O\ eo-e~-~dV !e986 09~ HL /) ( Y(/F~:j~1 /") / --- LAST WILL OF ~(Q)~W RICHARD E. SHARBAUGH I, RICHARD E. SHARllAUGH, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, pubiish and declare this my Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime heretofore made. 1. FAMIL:l!:. 1.1 Identifi.,lltian of Family. I have four natural children (as herein defined): RICHARD D. SHARBAUGH, M. SHAIaAUGH, NANCIE TANNER and SUSAN SHARBAUGH. born ERIC 1.2 Definition of Family Terms. As used in this Will, the terms "my child" or "my children" refers to all my natural children and specifically excludes any step children. As used in this Will, the term "issue" refers to all lineal descendants of the indicated person of all generations, with the relationship of parent and child, at each generation determined by the definition of "children'" Set forth in this paragraph. 2. Pll.YMF.W'l' OF Jlt~TJ.T. RXl>F.Nl'I,l!:S AND DEBTS. 2.1 n.....,...ipt;;it>l'I of E'l;psnBeB and Debt,.. I authorize my executor to pay all the expenses of (1) a funeral or memorial service; (2) the interment of my remains. including the costs of a gravesite, if necessary; and (3) the installation and inscription of a suitable marker at. and perpetual car.e of, the gravesite. I further direct my executor to pay all of my debts that my executor in his or her sole discretion may allow as claims against my estate. 3. nISPOSITION OF Tll.N~TBLE PF.R~ONAL PROPERTY. tangible personal property of every kind I give all of my and description. 1tJr1f V aBed ~w~v~:o~ EO'E~-~d~ ! E986 09~ HL ~d~O~ XI~l~W O~NI :^8 ,ua' frontoflicelwlllslsharb.ugh.ric Augus110.1998 including, but not limited to, books, pictures, clothing, articles of household or personal use or adornment, household furnishings and effects, and automotive vehicles and their accessories, but excluding any money, evidences of indebtedness, documents of title, and securities and property used in connection with the operation of any trade or business, to my children who survive me and direct my executor to divide my tangible personal property into two parts. The first part shall contain all items that my executor determines, to be of no present or future value or use to my children. The second part shall contain the balance of the property. My executor shall dispose of the first part by sale, abandonment, destruction, or gift to any charity or person. The proceeds of any sale shall be added to my residuary estate. All property in the second part I give to my children who survive me, in substantially equal shares, to be divided among them as they shall agree. I f no agreement is reached within (60l days after my death, all property in the second part shall be divided among all my children in such manner as my executor shall direct. The decision of my executor shall be conclusive and binding on all persons interested in my estate. Any item of personalty passing to a minor under this Section 3.2 may be delivered to the minor or to any person to hold for the minor, as my Executor thinks advisable, and the receipt of any such persons, including the minor, shall constitute a full and complete discharge to my Exeeutor. 4. DTSPOSITIoN of RR"TOUARY P.STII.TR. I leave all the rest, residue and remainder of the property that I own at the time of my death, both real ~nd personal, and of every kind and description, wherever situate, to which I may be legally or equitably entitled at the time of my death (my "residuary estate") in equal shares to my children who survive me, PROVIDED THAT, if any of my children shall predecease me, then I leave the share of that deceased child to my then living children, in equal shares; and FURTHER PROVIDED THAT if all of my children shall predecease me, then I leave the remainder of my estate my children's living issue, per stirpes. 2 -<7or7 /" / frOl'lloffice\wllls\sharrtilugh.rle August 10, 1996 s. E.OWERS ...OF .,p.nMT'NTSTRATTON. 5.1 ClTB"" of Power... My executor, in the administration of my estate, shall have the powers and authorities set forth in this Paragraph 5. These powers and authorities may be exercised by my executor in their sole and absolute discretion, without the permission or order of any court. These powers shall be supplementary to those conferred by law, including, but not limited to, those set forth in Title 20, Chapter JJ, of the Pennsylvania Consolidated Statutes. 5.2 Re.t..e.nt1on o~ A......"... My executor shall have the power to retain any or all property of my estate or trust, however received and acquired, for so long as they deem appropriate. This power may be exercised even though the property may not be of the type authorized by law for investment, and even though the retention may leave a disproportionately large amount of the value of my estate invested in one type of property. 5.3 Tr..n..~..r o~ Assets. My executor shall have the power to sell, transfer, and convey any property, of whatever nature, including real property, and wherever situated, that I may Own at the time of my death, or that may come into my estate or into the trust corpus at or after my death. The sale, transfer, or conveyance may be by public or private sale, at such time, on such terms and conditions, including selling price and credit, in such manner, and for any reason that my fiduciaries deem appropr~ate, including, but not limited to, the purpose of obtaining net proceeds to be distributed to my residuary beneficiaries. 5.4 Tnv~.."m."~. My executor shall have the power to invest and reinvest any property in my estate or in the trust corpus in preferred and common stocks, bonds, notes, common trust funds (including any managed by any corporate fiduciary), interests in investments, trusts, mut ual funds, leases, mortgages on property wherever located, and, generally, in any property and in 3 ;r{cr~~ S aoed !w~s~:o~ eo-e~-Jd~ !e986 09~ L~L !d~O~ XI~l~W O~NI :AS ~U~ fronlcmc:e\will$\.sharbaugh.ric August '0, 1998 proportions of property as my executor deems advisable, even though the investments are not of the character or proportions authorized by applicable law for the investment of the funds. 5.S Pow~r ~o Borrow. My executor shall have the power to borrow money for any purpose, for any periods of time, and on any terms and conditions as they deem advisable (including the power to borruw from any corporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my estate to secure repayment of any loan, as well as the power to renew existing loans either as maker or endorser. 5.6 Pow..... 100 Hold Prop.r~y in NDll\in.... Form. My executor shall have the power to hold any property in the name of a nominee or in bearer form. 5.7 DistrihUIoinn in Cash Dr in rind. My executor shall have the power to make distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended, or other applicable law, and to determine which assets shall be sold and which shall be distributed in kind, without notice to or consent by any beneficiary. 5.S nig~Ti~u~~n" to Mi"nrR_~~n ParRon. '~rl~r n;ARh~lity. My executor shall have the power to make distributions or payments to or for the benefit of any beneficiary who is a minor, an incompetent, or who in the executor's judgment is incapacitated. The distributions or payments shall b~ made in anyone or more of the following ways: (1) directly to the beneficiary; (2) directly to the crp.ditor in payment of the debts or expenses of the beneficiary: (3) to the guardian of the person or estate of the beneficiary; (4) to any custodial parent of a minor beneficiary; (5) to a custodian for the beneficiary under any law related to gifts to minors, including to my fiduciaries in that capacity; or (6) to any other person who shall have the care and custody of the person of the beneficiary. There shall be no duty to see to the applicat.ion of funds so paid, provided due care was 4 7(k!frlurf ~ ~/9 aOEd !wvs~:o~ ~o'~~-Jdv !~9B6 09~ HL !d~O~ XI~lVW O~NI :AS lua fronloffice\wills\$harbaugl'Lrlc AUSU.tl0, 1888 exercised in the selection of the person to whom the funds were paid, and the receipt of the person shall be full acquittance of the executor. 5.9 Continuatit'ln or Liq;llida"-i t'ln nf' Bu..in....". My executor shall have the power to continue Or to permit the continuation of any business, incorporated or unincorporated, in which I may have any interest at the time of my death for any period of time, or to liquidate the business on any terms as they deem appropriate. This power includes, but is not limited to (1) the power to invest additional sums in any business, even to the extent that my estate may be invested largely or entirely in the business, wi,thout liability for any loss resulting from lack of diversification; (2) the power to act as or to select other persons to act as directors, officers, or employees of any business, to be compensated without regard to being a fiduciary under this will; and (3) the power to make any other arrangements in regard to any business as my executor shall deem proper. 5.10 ~'nym.n"- of AQ~n~... My executor shall have the power to employ and pay the compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment counsel, accountants, bookkeepers, or other agents or providers of services as my executor deems advisable in the administration of my estate. 5.11 en"""i'"..io..... My executor shall have the power to take reasonable commissions on account at any time during the adminis~ration of my estate without the approval of any beneficiary or ot the court, but subject to allowance or disallowance on the settlement of the fi.nal accounts of my executor. 5.12 Th1~d Par~y Rplianee. No person or corporation dealing with my executor Rhall be required to see to the application of any property paid or delivered to my executor, or to inquire into either the authority of my executor to enter into any transaction or the expediency 5 4jirht ~~/L a6ed :W~9~:O\ EO-E~.~d~ ! E986 09~ LlL !d~OO XI~l~W O~NI :^e ~ua frontoHice\wlll.\sharbaugl\.r1c AUgU3t10,1998 or propriety of any transaction entered into by my executor. 6. ~ OF nEATH '1'''Y''S. 6.1 PaymA~t of Kata~~ Taxaa. I direct that all federal and Pennsylvania estate taxes payable as a result of taxes assessed on property passing under this Will shall be paid from my residuary estate as a part of the expenses of the administration of the estate. 6.2 ~ritan~A Tax. I direct that the Pennsylvania inheritance taxes payable as a result of my death, limited to taxes assessed on property passing under this Will, shall be pai.d out of my residuary estate and shall not be deducted or collected from any beneficiary under this Will or other transferee. 7 . EXECUTOR. 7. 1 Appoi .,~"'.~~ . I name, constitute, and appoint my son, ERZC M. SHARBAUGH, as executor of my estate. If my son shall not survive me, shall not serve as executor for any reason, or shall cease to serve as executor for any reason after appointment my son, IUCHARD D. SHARBAUGH shall act as executor in his place. .' 7.2 Sot'lil N'o~ R@q'l'of red. Sectipn 7.1 shall be faithful performance None of the individuals named in required to furnish a bond for the of his or her duties as executor. 8. ~RF.SUVPTTnN TN t"AS!I: OF SI~.TANJl:OUS D"''''MI. For the purposes of this Will, in determining whether a person has survived me or another person, a person shall not be deemed to have survived me or another person if he or she dies within sixty (60) days of my death or of the death of the other person. Ii ~ ~18 aced !~~9~:0~ eo-e~-Jd~ ~ e986 09~ nL ~d~OJ XI~l~~ O~NI :~8 +ua fronlonlcelwlllslsharbaugh .ne AUgust 10, '998 9. T.1'~'DoTT.T'f'V e1l' ,;!Y1i!~TT"1"QR. 9.1 Lia.hil;~y r.imit':l:I!t't t':n A.~t-:\1#11 1i"T'::Inn t!I'F' Wi11f,., Mig~n"rl1.J~t:_ My executor shall not at any time be liable for mistake of law or of fact, or both law and fact, or error~ of judgment, nor for any loss coming to any beneficiary under this Will, or to any other persons, except through actual fraud or willful misconduct on the part of the executor. My executor may, from time to time, consult wi th counse.l with respect to the meaning, construction, and operation of this Will, particularly with respect to the appointments, allocations, and disbursements, and may act on the advice of counsel in all matters without incurring liability on account of his or her actions. 10. TNT~R~R~~~~TnN. 10.:2 Successorsdof.. F.icl.uciaries. All pronouns referring to an executor and the term "executor" shall be construed to mean any person acting as my executor, co-executor, or administrator, as the case may be. 10.3 m.~nAr A"~ GA"dAr. If required by the context of this Will, sin~ular language shall be construed as plural. plural language shall be construed as singular, and the gender of personal pronouns shall be construed as either masculine, feminine, or neuter. 10.4 He.dinaR. All headings used in this will to describe the contents of each article, paragraph, or other division are provided for convenience only and shall not be construed to be a part of this Will. 10 _ 5 GcJc.e'l"'nof '"fJ T.,... conformity with Pennsylvania. This the Will shall law of the be construed Commonwealth in of 7 ~~/6 atiad !WV9Z:0~ EO-EZ-~dv !E986 09Z UL .-;-:J -L/ L /0~~;f . !d~OO xr~lVW OdNI :AS .ua frontomce\wills\sh.arbaugh.rlc ,l\ugust10, 1998 IN WITNESS WHEREOF. I have hereunto set my hand and seal to thia, my Last will and Testament, consisting of eight (a) typewritten pages. the first seven (7) of which bear my s~n~ture in the margin for the purpose of identification. this rJ day of August, 1998. , TESTATOR Signed. sealed. pUblished and declared by the above-named Testator, RICKARD E. SHARBAUGH, as and for his TJast Will and Testament, in the sight and presence of us, who, at his request, in his sight and presence and in the sight and presence of each other. have hereunto subsc~bed our names as witnesses. L/--lic, . , Address ../]) pl. I.~ St. Cc!-r ,~/?I-(1v( ( c~,J? (;L,y Address / 701( 8 ~ ~/O ~ aced !W~8~:O~ eo-e~-~d~ !e986 09~ HL !d~OJ XI~l~W O~NI :AS ~ua frontcfflce\wlll,\sharbel.llilh.rlc Al,.Iguat10, 1998 COMMO~WEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, RICHARD B. SHARBAOGH, THB TESTATOR, WHOSB NAMB IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUAUIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT: THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR SHARBAUGH, THE: AFFIRMED TO AND" ACKNOWLEDGED BEFORE ME BY RICHARD K. TESTATOR 'l'HIS kY'"bAY OF AUGUST, 1998. /'/--/~ ," I ?.--P 'I ,- , " d - _lIoISooI COMMONWEALTH OF PENNSYLVANIA =i:~-= S S . lOy C)omUoIon EliIlIroo JuoO '.. _ COUNTY OF CUMBERLAND ) hi....', "'...."1 "_al_ WE, ~;. , _~ l.-k,C..;J.o'\('C--:' AND 1<.,3.L1l'\A1f C. C ~l\n<<...l1.l.J ,THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, ~G DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATO~.SIGN AND EXECUTE THE INSTRUMENT AS HIS LAST WILL AND TESTAMENT; THAT HE SIGNED WILLINGLY AND THAT HE EXECUTED IT AS HIS FREE AND VOLUNTARY ACT FOR THE ~URPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING.AND SIGHT OF THE TESTATOR SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATOR WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. . SWORN OR AFFIRMED DAY OF AUGUST, 1998. TO AND SUBSCRIBED T~ORE ME, THIS -bt-. ./ 'V /0 a, ';(, ,~ No I!. ary _rill Sool Il..."LlI_::= eu......... ~ "'~l.:::':' 'e.-.........1...fOOI ~,...~4111...... .-.at,.._ 1l:IOFFICEIWPWlN\ WILLSISHARBAUG.RIC 9 ~ ~ I ~ ~ afied !W~L~:O~ €O-€~'Jd~ !€986 09~ L~L !d80J XI8L~W O~NI :^8 lU' JRD/June 30, 1992/17858 AUO '0 2004 In Re: Estate of Richard E. Sharbaugh : ORPHANS' COURT DIVISION Late of Upper Alien Township : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY Estate No.: 2002-0731 : PENNSYLVANIA : : NO. 21-2002-0731 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Eric M. Sharbaugh Counsel for Personal Representative: Date of Decedent's Death: 07/28/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 08/11/04 ,~,v,~d'~ ~d~ F~n'~r Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Estate File A hearing is scheduled for at in Cou~room No. 3. If the Status Repo~ is filed prior to the hearing date, the hearing will automatically be c~celled. George ,~' ~ff~r,;P.J~3: ~ ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~,. c..~ctv' J[ ~.. ~ ~:l.v' [0 o~o~ r~ Date of Death: "~ ! a~/0 3. Will No.: )f)0oT- O"~,3 ~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes¢ No [--~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a.Did the personal representative file a final account with the Court? Yes _ No [721 b. The separate Orphans' Court No. (if any) for the personal r ' ' epresentat~ve s account is: c. Did the personal re_~ resentative state an account informally to the parties in interest? Yes ~ No FI c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~_~O~ Signature~[~{. ~ LL~) Name Address .. Telephone No. Capacity: ~[Personal Representative [--] Counsel for personal representative ~I CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard E Sharbaugh Date of Death: July 28,2002 Will No. 2002-00731 Adm. No. 2002-00731 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 8, 2002. Name Address Susan M. Sharbaugh 4119 Fawn Drive Apt J, Harrisburg Pa. 17112 Richard D. Sharbaugh 4119 Fawn Drive Apt. J, Harrisburg Pa. 17112 Nancie Richards 410 N. Harper Drive, Los Angeles, Ca 90048 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: Nov. 8, 2002 Signature: ~~`~~'~'` r f~ Name: Eric M. Sharbaugh Address:207 Berkley Dr. iVlech., Pa 17050 Telephone: (717) 697-5358 Capacity: _X_ Personal Representative Counsel for Personal Representative 2TL366.1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002498 SHARBAUGH ERIC M 207 BERKLEY DRIVE MECHANICSBURG, PA 17050 fold ESTATE INFORMATION: ssN: 166-26-0631 FILE NUMBER: 2102-0731 DECEDENT NAME: SHARBAUGH RICHARD E DATE OF PAYMENT: 04/28/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/28/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 52,489.68 TOTAL AMOUNT PAID: REMARKS: ERIC M SHARBAUGH CHECK#117 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO REV-1162 EXI11-961 52,489.68 DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 ER ~FP (O1-OS) DATE 06-03-2003 . f ,. ESTATE OF SHARBAUGH RICHARD E DATE OF DEATH 07-28-2002 FILE NUMBER 21 02-0731 ,,,,;~ _,. .. .~ ~ ` COUNTY CUMBERLAND °'- ' ERIC M SHARBAUGH ACN 101 207 BERKLEY DR Anount Remitted MECHANICSBURG PA 17050 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT H OUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ -------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -------------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHARBAUGH RICHARD E FILE N0. 21 02-0731 ACN 101 DATE 06-03-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 15,939.00 tax payment. 6. Jointly Owned Property (Schedule F) (b) .00 7. Transfers (Schedule G) (7) 48,899.19 8. Total Assets (g) 64, 838.19 APPROVED DEDUCTIONS AND EXEMPTIONS: 9,090.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 422.00 11. Total Deductions (11) 9.512.00 12. Net Value of Tax Return (12) 55,326.19 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 55,326.19 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15 . Amount of Line 14 at Spousal rate (15 ) . 0 0 X 0 0 = . 0 0 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 55,326.19 X 045. 2,489.68 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Anount of Line 14 taxable at Collateral/Class B ra te (181 .00 X 15 - .00 19. Principal Tax Due (19)= 2,489.68 'rev roenrTe. DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 04-28-2003 CD002498 .00 2,489.68 TOTAL TAX CREDIT 2,489.68 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoynent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate an any such future interest. PURPOSE OF NDTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT REFUND CCR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount or interest) as shown on this Notice must object within sixty C60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (7171 787-6505. See page 5 of the booklet "Instructions far Inheritance Tax Return far a Resident Decedent" (REV-15017 far an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9l months and one (1) day from the data of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent an and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date Shawn on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: __ ~~ cln.a~/' ~ ~ - ~ ~~ b ay ~ Date of Death: ~ ~ ~-~ ~~ ~ Will. No.: ~UG~ - ~~3 1 Admin. No.: Pursuant to Rule 6.12 of the Suprez-ne Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ~] No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No ~- b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal re resentative state an account informally to the parties in interest? Yes '~ No c. Copies of receipts, releases, joinders and approval of formal or informal accounts maybe filed with the Clerlc of the Orphans' Court and maybe attached to this report. Date: ~ ~~ C1~ Signature ,~-, ~. Name '' ~- S~ 1-1 ~ ~, ~c,- . ~,~ 1 Z°0- Address S N .; , r `~1 t1 ~~~ ~~~ Telephone No. Capacity: ~'ersonal Representative j] Counsel for personal representative JRD/June 30, 1992/17858 BUG C~ 9 2004 In Re: Estate of Richard E. Sharbaugh Late of Upper Allen T®wnship Estate No.: 2002-0731 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2002-0731 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Eric M. Sharbaugh Counsel for Personal Representative: Date of Decedent's Death: 07/28/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 08/ 11 /04 Distribution: Personal Representative Estate File r AA ( !~ en a Farner Strasbaugh Clerk of the Orphans' Court A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be cancelled. George E. Hoffer, P.J.: Apri128, 2003 Re: Estate of Richard E. Sharbauah Your file No.: 00731 of 2002 VIA HAND DELIVERY Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: Enclosed are the following in connection with the above-captioned Estate: (1) Pennsylvania Inheritance Tax Return, in duplicate, showing tax due of $2,489.68. (2) Check in the sum of $2,489.68 payable to Register of Wills, Agent in payment of tax due. (3) Inventory. (4) Check in the amount of $28.00 payable to Register of Wills in payment of your filing fee. Very truly yours, Eric M. Sharbaugh xecutor a~oia2.i Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Richard E. Sharbauah No. 0731-2002 also known as Date of Death July 28, 2002 Deceased Social Security No. 166-26-0631 I. Eric M. Sharbauah Personal Representative of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Eric M. Sharbaug Dated: ~ \` ~ ~ y " Fonn RW-7 (Dauphin County -Rev. 9192) 469847.1 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. ,. Richard E. Sharbaugh Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Income Tax Refund for 2002 $ 1,498.00 Insurance refund 92.00 PsECU Accounts 10,874.00 Total Cash 8~ Cash Equivalents Tangible Personal Properly Automobile Valued per proceeds of sale Household and personal articles Valued per sale proceeds Total Tangible Personal Property Total Inventory 2,500.00 975.00 12,464.00 3,475.00 $ 15,939.00 Page 1 (1)