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Home My WebLink About03-0346Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Robert Campbell Shdver No. ¢~--O~1~-~43 also known as , Deceased Social Security No. Allfirst Trust Company of Pennsylvania, N.A. Petitio~or, who is 18 yea~ of age or older, &~,~;~ fa':. (COMPLETE "A" OR "B" BELOW:) 129-10-0473 A. Probate and Grant of Letters and aver that Petitioner is the executor named in the Last Will of the rxrxrxr~ Decedent, dated August 18, 2000 and codicil(s) dated NONE State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durartte absentia; durante minolttate) 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 (COMPD- ~ ~- IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 325 Wesley Drive, Bethany Villa,qe Retirement Center, Mechanicsbur.q, Upper Allen Township, Pennsylvania Ois~ stree{, number and muni,,;v,~lity) Decedent, then 91 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ........................................................................................... $ (If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $ (If not domiciled in PA) Personal property in County ............................................................................... $. Value of real estate in Pennsylvania ............................................................................................................................ $ Total ................................................................................................................... $ Real Estate situated as follows: years of age, died Apdl 3 , 2003, at Bethany VillaRe, Upper Allen Township, Cumberland County, Pennsylvania 20,000.00 20,000.00 Wherefore, Petitioner respectfully requests the probate ofthe last Will presented with this Petition and the grant of ~Eers in the appropdateformto the undersigned: Signature Typed or pdnted name and residence Allfirst Trust Company of Pennsylvania, N.A., 213 Market Street, Harrisburg, PA 17101 Form RW.1 Page I of 2 (Dauphin County) - Rev. 9/92 467960.1 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate acc, ording to law. Sworn to and affirmed and subscribed before me this /-,~-~. clay of Allfirst Trust Company of Pennsylvania, N.A. Estate of RORFRT £AMPRFI I ~HPIVI:R Deceased Social Security No: 129-10-0473 Date of Death: 4-3-2003 AND NOW, APRT~ ~, 2003 ,2~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary [] of Administration testamentary d.b.n.c.t.; pende~te lite; durante al~entla; durante mlnoritate are hereby granted to ALLFIRST TRUST COMPANY OF PFNNqYI VANTA in the above estate and that the instrUment(s) dated ~ - l ~'/_ ~ r:)~)o described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Lettem ...........................$ 50.00 Short Certificate(s) .......... $ Renunciation .................. $ Affidavit ( ) ................. $ Extra Pages ( ) ............ $ Codicil ..........................$ JCP Fee ........................ $ Inventory ....................... $ Other ............................$ TOTAL ................ Form RW-I Page 2 of 2 (Dauphin Co~nty) - Rev. 9/92 15.00 5,00 21.00 10.00 I01o00 FILED ('"" Register of Wills f~ ~)' ' ~ Attorney: Stanley A. Smith I.D. No: 33782 Address: Rhoads & Sinon LLP, PO Box 1146 1 South Market Square, Hardsbur.q, PA 17108-1146 Telephone: 717-233-5731 4-21-2003 called kim 4-21-2003 Register of Wills of Cumberland County, Pennsylvania RENUNCIATION Estate of Robert Campbell Shriver No. <~1 - O~ - ,~q (~3 also known as , Deceased The undersigned, wife, Co-Executor (Relationship) (Capacity) the above Decedent, hereby renounces the dght to administer the estate and respectfully requests that Letters Testamentary/of Administration be issued to Allflrst Trust Company of Pennsylvania, N.A. my hand this /~j-~l;~ day of _~_~_/~.~ ,2003. Witness of Dallas Lauder Shdver 325 Wesley Drive, PCU 34 Mechanicsburg, PA 17055 Sworn to or affirmed and subscribed before me this /_~-;//~ day of . #?,7 .2003. Notary P~"blic ! My Commission Expires: (Signature and seal of No{ap/or o~her ofrmial quali~ed to administer caths. Show date of expiration of No~apj's commission.) NOTE: Renunciations executed outside the Office of Register of Wills are required in some counties to be notarized. ~ty of ~an~sbum, Oauph~ Coun~j MY ~ Expires Mar. 11, 2007 468271,1 i~is is to certify tJ~at the information here given is correctly copied f}om an original certificate of death duly filed with me as Ix)cai 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, $2.00 P 9154237 No. Local Registrar _ __ ~. 0%6 _-3 (/T/'~/-'~ Date COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH [] .... //,o/ox =,b. ./,~ ?,f/?', ./ LAST WILL AND TESTAMENT OF ROBERT CAMPBELL SHRIVER I, ROBERT CAMPBELL SHRIVER, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. I am married to Dallas Laurier Shriver (hereinafter referred to as "My Spouse") and the child born of our marriage is Stephen William Shriver. 1. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, boats and recreational equipment and vehicles, together with all policies of insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I give such articles to my son, STEPHEN WILLIAM SHRIVER, if he survives me. If neither My Spouse nor my son is living at my death, I give such items to my brother-in-law, MAURICE JOSEF LAURIER, now of Yorktown, Virginia. Any cost of packing and Page 1 of 7 Pages 353868.1 shipping said personalty to the beneficiaries, including insurance, shall be paid by my Executor as a general administration cost. If any such articles cannot be distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. RESIDUE. I give, devise and bequeath all the rest and residue of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a power of appointment (which powers of appointment I hereby exercise in favor of my estate), to the then Trustee of "The Robert Campbell Shriver Revocable Trust" created by a trust agreement dated the same date as this Will between me, as Settlor, and Allfirst Trust Company of Pennsylvania, N.A., as Trustee. 3. SPENDTHRIFT PROVISION. No interest in income or principal of my estate shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided Page 2 of 7 Pages herein), pledging or assignment by any beneficiary of my estate and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 4. SURVIVAL PRESUMPTIONS. Any person, other than My Spouse, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Spouse and I shall have died at the same time or under such circumstances that it is difficult or impossible to determine who shall died first, My Spouse shall be deemed to have survived me. 5. FIDUCIARY POWERS. In the settlement of my estate, my Executor shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. (b) To vary investments, when deemed desirable by my Executor, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates, or as to which my corporate Executor or any of its affiliates are investment advisors, as my Executor shall deem wise, without being restricted to so-called "legal investments". (c) In order to effect a division of the principal of my estate or for any other purpose, including any Page 3 of 7 Pages final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such Page 4 of 7 Pages unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor to unite with any other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate. (j) To assign to and hold in my estate an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (n) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without bond or security and to have all the powers, authorities and discretions conferred hereunder. (o) To employ and compensate from income or principal, in the discretion of my Executor, investment and legal counsel, accountants, brokers and other specialists, and, whenever there shall be no corporate Executor in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. Page 5 of 7 Pages (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date. 7. TAX CLAUSE. All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 2 of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 8. EXECUTOR APPOINTMENT. I hereby appoint My Spouse, DALLAS LAURIER SHRIVER, and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., with offices in Harrisburg, Pennsylvania, as Executor(s) of this Will. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all the powers granted to the two of them. All references in this Will to my "Executor" shall refer to my originally named Executor(s), or to my sole successor Executor, as the case may be. 9. WAIVER OF BOND; FIDUCIARY FEES. The Custodian and my Executor shall qualify and serve without the duty or obligation Page 6 of 7 Pages of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, this ~ day of -~?~/~/ 2000 ! · , ~--~AL ) Robert Campbell Shriver We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing min~.~a~d memory, i~ / (SEAL) Residing at: (SEAL) Residing at: Page 7 of 7 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF C~'LL_~f~, C~ : SS: : We, Robert Campbell Shriver, ~.~ ~.~%pt~ and C~~c~_Ckr~ , the Testator ~d the Witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, do hereby declare to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instrument as his Last Will and Testament, that he signed voluntarily, that each of the Witnesses, in the presence of the Testator and of each other, signed said Will as a Witness and that to the best of the knowledge of each Witness, the Testator was at the time of sound mind and under no constraint or undue influence. Rob~ ~ Shr~ver Wi~ Subscribed and acknowledged before me by Robert Campbell Shriver, the Testator, and subscribed and sworn to before me by ~C~ ~-~%_bx_ and ~_~C~_~3.~, the Witnesses, on this~ ~' day of ~~A~ , 2000. Notary P~b 1 i~c ~ My Commission Expires: (SEAL) Notarial Seal Cindy L. Leitzel, Notary Public Harrisburg, Dauphin County My Commission Expires Dec. 2, 2002 f,~ernbe~ Pe~nsvlvania Association of Notaries LAST WILL AND TESTAMENT OF ROBERT CAMPBELL SHRIVER ~HOAD8 ~ ~.~I.-~0.-~ LLP ATTORNEYS AT LAW ONE .~OUTH ~V~ARKET .~QUARE P.O. BOX 114-(~ HARRISBURG. PA 17108-1146 Name of Decedent: Date of Death: Will No. To the Register: CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Robert Campbell Shriver April 3, 2003 00346 of 2003 Adm. No. 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 April _..~,,¥, 2003. Name Address Dallas Laurier Shriver 325 Wesley Drive, PCU 34 Mechanicsburg, PA 17055 ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A 213 Market Street Harrisburg, PA 17101 Stephen W. Shriver 1425 Apple Drive Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto~ Date: cf... 2 ¢O_..._'~2003 SNi, gnature ame: "-~_.8~anley A. Smith, Esquire Address: Rhoads & Sinon LLP One South Market Square, 12th Floor P. O. Box 1146 Harrisburg, PA 17108-1146 Telephone: (717) 233-5731 Capacity: Personal Representative X Counsel for Personal Representative REt~-~I500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 D E C E D E N T CAPB HpRL EplO caAC E~TK "'-ES REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Co" R E C A P I T U L A T I O N C O M ×I T I 0 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Shriver Robert C. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 04/03/2003 09/20/1911 (IF APPL CABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER 2003-00346 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 129-10-0473 THIS RETURN MUST BE FILED IN DUPMCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER Shriver, Dallas L. 4. Limited Estate . Future lnterest Compromise (date of death after 12-1Z-8Z) 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) [--I 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 1Z-31-91 and 1-1-95) COMPLETE MAILING ADDRESS NAME Kurt Williams, Trust Officer FIRMNAME(IfApplicabI~ Manufacturers and Traders Trust Company, Successor to Allfirst Trus TELEPHONE NUMBER Co. Df Pa, N. 717./255-2097 Id.ate of death 3. Remainder Return p,or to 1Z-13-8Z) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. 11. Election to tax under Sec. 9113(A) (Attach Sch O) 213 Market Street Harrisburg, PA 17101 None 83,039.44 None None 21,095.50 None 89,993.53 16,281.11 1,008.80 OFFICIAL USE ONLY (8) 194,128.47 (11) 17,289.91 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) (lZ) 176,838.56 176,838.56 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0.00 x .0 0 (is) 0.00 X ,0 45 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 0.00 0.00 0.00 0.00 0.00 0.00 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1500 EX (Rev. 6-00) I~ecedent's Complete Address: STREET ADDRESS 325 Wesley Drive CITY Mechanicsbur~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty STATE ?A ZIP 17055 (1) 0.00 Total Credits ( A + B + C ) 0.00 0.00 0.00 0.00 0.00 0.00 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 recluest a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for fe of either payments benefts or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ]-~ [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it Is true, correct and complete. Declaratioa of preparer other than the personal representative Is based on all information of which preparer has any knowledge. /T~URE OF PERSON RESPONSIBLE FOR FILING RETURN Manufacturers and Traders Trust Company, DATE _ uccessor A:.rs .................................................... N.A.. ~' :s~ l~t~/~ ~tJt ~/ SIGNATURE OF PREPARER OTHER THAN R'~'PRESENTATIVE DATE 213 Market Street -- 1- ¥fib¥ ........................ For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 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. CopyNght (c) ZO00 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1503 E'X * (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Robert C. Shriver SS¢f 129-10-0473 04/03/2003 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 2003 -00346 ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 10,538 shares Schwab Charles Corp Date of Death 7.88 83 039.44 Balance TOTAL (Also enter on line 2, Recapitulation) 83,03 9.44 ('If more sn~c~, i....4=4 ;~...~ ~.~.~:.=___. , .., onal sheets of the same s~ze) copyrig ht (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Robert C. Shriver SS# 129-10-0473 04/03/2003 2003-00346 Include the proceeds of litigation and the date the proceeds were received by the estate. All prol~erty jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 2 3 DESCRIPTION Highmark - Refund of Unearned Premiums PNC Checking Account - Date of Death Balance U S Trust Final Pension Payment TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 89.72 17,120.07 3,885.71 21,095.50 Copyright(c) 1996 form software o~ly CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-15~0 E~,(1-97/ SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Robert C. Shriver SS~/ 129-10-0473 04/03/2003 2003-00346 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDETHE NAME OFTHETRANSFEREE, THEiR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Trustee under Agreement dated August 18, 2000, Amended October 6, 2000 with Robert C Shriver, Settlor. 2 ARK Fds Short Term Treasury 83,553.92 100.00% 83 553.92 Portfolio, CUSIP ~/040711715 ' 3 ARK Money Market Portfolio 6,439.61 100.00% 6,439.61 TOTAL (Also enter on line 7, Recapitulation) $ 89,993.53 (If more _~n~r'~ Iional sheets of the same size Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1511 EX + (1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF Robert C. Shriver SSf/ i29-i0-0473 04/03/2003 Debts of decedent must be repo~ted on Schedule I. ITEM FILE NUMBER 2003-00346 NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1 Dallas Laurier Shriver - Reimbursement for Funeral 2 Neill Funeral Home-Camp Hill Funeral Expense 1 2 3 Expenses ADMINISTRATIVE COSTS: Personal Representative'sCommissions Manufacturers and Traders Trust Compa~ Name ofPersonalRepresentative(s)Successor to Allfirst Trust Co. of ~P_A_ Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 213 Market Street City Harrisbur~ State PA Zip 17101 Year(s) Commission Paid: Attorney's Fees Rhoads & Sinon, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State ~ Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland County Register of Wills - Short Certficates The Patriot News Company - Cost of Advertising and Proof of Publication Rhoads & Sinon, LLP - Legal Expense (If more space is needed, inser~ additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 9, Recapitulation) $ AMOUNT 366.69 5,151.95 z, 5,206.75 N.A. 4,950.00 191.00 18.00 141.37 255.35 16,281.11 Form REV-1511 EX (Rev. 1-97) Estate of: Robert C. Shriver Soc Sec #: 129-10-0473 Date of Death: 04/03/2003 Item Description Continuation of Schedule H-B4 (Probate Fees) Amount Cumberland County Register of Wills - Probate Fees 191.00 191.00 REV- 151:> E~X + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert C. Shriver SS~ SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 129-10-0473 04/03/2003 Includeunreimbursed medicalexpenses. ITEM NUMBEF 1 Bethany Skilled Nursing 2 Medi-Claim FILE NUMBER 2003-00346 DESCRIPTION - Medical Expense - Medical Expense TOTAL (Also enter on line 10, Recapitulation) AMOUNT 933.80 75.00 $ 1,008.80 (If more space is needed, insert additional sheets of the same size/ Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1~97) REV-1513 ~X * (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert C. Shriver SS~; 129-10-0473 SCHEDULE J BENEFICIARIES 04/03/2003 NUI I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(aX1.Z)] II. RELATIONSHIP TO DECEDENT Do Net List Trustee(s) FILE NUMBER 2003-00346 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Dallas Laurier Shriver, Unified Credit Trust 176,838.56 176,838.56 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) REV- 1649 EX + (1/97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE O ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) FILE NUMBER Robert C. Shriver SS# 129-10-0473 04/03/2003 2003-00346 Do not complete this schedule unless the e~a~e is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Unified Credit Trust (marital, residual A, B, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirement of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule O, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE 1 Unified Credit Trust under Article IV of the Robert 300,435.94 C. Shriver Revocable Trust, as amended, to be funded with $123,597.38 of non-taxable Life Insurance proceeds and with $176,838.56 of taxable assets from decedent's estate PART B: Enter the description and value of all interests included in Part A for which the Section 9113 (A) election to tax is being made. DESCRIPTION VALUE The Executor makes an election under Section 9113(A) 123,597.38 of the PA Inheritance and Estate Tax Act to tax $123,597.38/300,435.94 (41.313934% of the Unified Credit Trust created under Article IV of the Robert C. Shriver Revocable Trust, representing the portion funded with non-taxable Life Insurance proceeds. As this is a non-taxable asset, no Schedule K or M is required. (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Part B Total 123,597.38 Form REV-1649 EX (Rev. 1-97) REVOCABLE AGREEMENT OF TRUST "The RoDer% Campbell Shriver Revocable Trust~ THIS REVOCABLE AGREEMENT OF TRUST ("Agreement". xs maOe and entered into this ~ day of.~'~-~¢+. __ T , 2000, Dy amc between ROBERT C~PBELL SHRIVER, of Mechanicsburg, CumDer~anc County, Pennsylvania (the "Settlor"), and ALLFIRS? TRUST COMPANY OF PENNSYLVANIA, N.A., with offices located in Harrxsburg, Dauphxn County, Pennsylvanxa (the "Trustee"). WITNESSETH: WHEREAS, the Settlor desires to transfer the assets identified on Schedule "A", attached hereto and made a part hereof, to the Trustees upon the terms and condx%=ons nerea~%er set forth; and WHEREAS, the Settlor may in the future place the act:ye management and control of certain other property in the hands of the Trustee. NOW, THEREFORE, for and in consideration of tnezr mutual covenants and promises, the parties agree as follows: 353920.1 -- 1 -- ARTICLE I Trust Assets The Settlor, or any other party or person, may ~ro~ time to time make policies of insurance on Settlor's l~fe, indiviaual retirement account benefits, and/or qualified or non- qualified retirement plan benefits payable to the Trustee, or ~y transfer other assets tc the Trustee, suD3ect %c the ~erms c: %ni~ Agreement, by inter vivos grant or by Will. The trust assets shall include the proceeds of any insurance policies payaDie %t the Trustee (collectively hereinafter called the "Policies'], ant all such other benefits or added assets (collectively the 'Trus~ Assets"), which shall be held, administered, distrlbutec eno governed by the Trustee, IN TRUST NEVERTHELESS, in accordance w~th the provisions of this Agreement and any a~enc~ents hereto. ARTICLE II Durin~ the Settlor's Lifetime During the Set%lot's !ife%Ime, the Trustee snali: (A) Have, hold, manage, Invest and reinvest the Trust Assets, collect the income and pay over the net income to the Settlor or the Settlor's spouse, D~J~L~ LAURIER SHRIVER (the "Settlor's Spouse") during the Settlor's lifetime in quarterly installments, after payment of all proper charges and expenses. In addition, the Trustee shall pay such portion or all of the principal of the Trust Assets to the Settlor as t~e Settlor may from tlme to time request. ;tny income not - 2 - distributed to the Settlor or the Settlor's Spouse during the calendar year shall be added to Trust principal. (B) Pay and use such portion or all of the principal of the Trust Assets as the Trustee, In the Trustee's sole discretion, from time tc time shall necessary to provide ~or %~e proper maintenance, support, medical, hospital, nursing or nursing he,me care of the Settlor or the Se~tlor's Spouse. (C) Pay either from the principal or inco~me of the Trust Assets any outstanding bills or obllgatlons owing by the Settlor. (D) Whenever and as often as, in the sole judgment of the Trustee, the Settlor, to whom payments of income and principal are herein directed to be maoe, shall be unable to act, or shall lack ability or shall otherwise be unable tc apply such payments %c the Settlor's own best interest and advantage, the Trustee, in the Trustee's sole discretion, may make all or any portion of such payments in any one or more of the following ways: (1) directly to the Settlor; (2) directly to the Settlor's Spouse; (3) to the legal guardian or duly authorized agent of the Settlor; or (4) by the Trustee expending the same for the benefit of the Settlor. ARTICLE III Upon the Settlor's Death Upon the death of the Settlor, the Trustee shall d:v~oe and distribute the Trust Assets as follows: (A) The Trustee shall place in Trust A ~nereln referred to as the "Unified Credit Trust") an amount - 3 - equal to the sum of the balance of the dollar amount not taxed in the Settlor's estate due to the application to the Settlor's estate of (i) the applicable credit amount against federal estate tax permitted under Section 2010 of the Internal Revenue Code of 1986, as amended, or any subsequent successor or parallel provision thereto (the "Applicable Cre~it"~, a~Ler %ak~ng ln%c account the value, fo: federal estate tax purposes, of other transfers of the Set%lot e~ther during lifetime or at death which utilized or which will utilize a portion of the Settlor's Applicable Credit against federal gift and estate taxes; and (ii) the state death tax credit allowed for federal estate tax purposes {but only to the extent its use wail not Increase any Death Taxes, other than Pennsylvania Inheritance or Pennsylvania Estate Taxes, owing by the Settlor's estate), IN TRUST NEVERTHELESS, to De heiG, adminlsterea ana disposed of in accordance with the provisions of ARTICLE IV hereof. (B) The Trustee shall distribute the balance of the Trust Assets not distributed under paragraph (A] of this ARTICLE to the Settlor's Spouse, if the Settlor's Spouse is then living. If the Settlor's Spouse Ks not then flying, the Trustee shall distribute such Trust Assets to the Settlor's son, STEPHEN WILLIAM SHRIVER, if he is then living, or if Stephen William Shriver is not then living, the Trustee shall d~stribute such Trust Assets in accordance with the terms of A~TICLE ¥ hereof. ARTICLE IV Trust A The Unified Credit Trust The Trustee shall have, hold, manage, invest and reinvest the assets of Trust A, collect the income and (A) If the Settlor's Spouse, DALLAS LAURIER SHRIVER, survives the Settlor, then beginning at the Settlor's death, the Trustee shall pay over to the Settlor's Spouse during such spouse's iifetime the net income of Trust A in quarterly installments and such portions of the principal as, in the sole discretion of - 4 - the Trustee, shall be necessary for the Settlor'5 Spouse's maintenance, support, medical and nurs~n~ care, taking into consideration any other means readily available for such purposes. (B) Upon the death of the survivor of the Set%lot and the Settlor's Spouse, the Trustee shall distribute the then remaining principal and any undistributed income to the Settlor's son, STEPHEN WILLIAM SHRIV£R, if he is then living. If Stephen William Shr~ver ~s not then living, the Trustee shall distribute the t~en remaining principal and any undistributed income In accordance with the terms of ARTICLE V hereof. Contingent Distribution If at the time for distributIon of any 'rus' er'a'~ hereunder the Settlor's Spouse and son, Stephen Wil!la~ Snr~ve:, are not then living, the Trustee shall distribute such asset~ as f~llows:. (A) One-half (1/2) of such assets tc De distributed in equal shares to DAVID BRUCE LAURIER, now of Gloucester Point, Virginia, and KAREN LAURIER MORISATO, now of Chantilly, Virginia. If either David Bruce Laurier or Karen Laurier Morisato is not then living, his or her share shall be distributeO to the other beneficiary under this paragraph and if both are not then living, their shares shall be distributed to the beneficiaries named in ARTICLE V(B). (B) The balance of such assets to be distriDuteC in equal shares to: (1) THE MARYLAND HISTORICAL SOCIETY, Baltimore, Maryland. (2) THE UNION THEOLOGICAL SEMINARY IN THE CITY OF NEW YORK, New York City. - 5 - (3) AMERICAN CANCER SocIETY, PENNSYLVANIA DIVISION, INC., Hershey, Pennsylvania, for its general research. Camp Hill, (4) ARTHRITIS FOUNDATION, Pennsylvania, for its general research. ARTICLE VI Perpetuities Provmsion Nothing herein is intended to, nor shall ~% De construed to, postpone the vestln~ cf an':' part of the asse%~ c~ this trust or of any separate trust estate created hereunder fo: more than twenty-one years after the death of the surv:vc: c~ 'n'~ Settlor, the Settlor's Spouse and the Settlor's son living at the Settlor's death. At the expiratmon of such period the assets of this trust and all of the separate trust estates hereunder shall immediately vest in fee simple absolute in and be d~strlDuted outright to the person or persons then entitled to receive the income therefrom, whether in the Trustee's d:scretlor, or otherwise. ARTICLE VII ppendthrift provision No part of the income or principal of the property held under any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her - 6 - actual receipt thereof. The Trustee shall pay over the net ~ncome and the principal to the parties herein designated, as their interests may appear, without regard to any attempted antlcipat:or (except as specifically provided herein), pledging or asslgnmen% by any beneficiary under any trust created hereunder, and regard to any claim thereto or attempted levy, attactnnen%, or other process against said beneficiary. ARTICLE VIIi Trustee Powers During the continuance of any trust createO hereunoe:, the Trustee shall possess, among others, the followlng powers, exercisable without prior court approval, but in all cases tc be exercised for the best interests of the beneficiaries: (A) To retain any investments so long as Trustee may deem it advisable so to do, includ~n~ securities owned, issued or underwritten by any corporate Trustee or any of its affiliates. (B) To vary investments, when deemed desirable Dy the Trustee, and to invest in every kind of property and type of investment, including securities owned, issued or underwritten by any corporate Trustee or any of its affiliates, or as to which such Trustee or its affiliate acts as investment advisor, as the Trustee shall deem wise. (C) To exercise any outstanding stock option in effect at the Settlor's death, and to borrow any necessary funds from any person or institution, including the Trustee, to mortgage or pledge any or all real or personal property as the Trustee in the - 7 - Trustee's sole discretion shall choose without regard ~or the dlsposltlve provisions of this Agreement. (D) In order to effect a division of the princlpai o: any trust or for any other purpose, including the final distribution of any trust, the Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution IS made in Klno, salG assets snail De Olvloeu or distributed at their respective values on the date or dates of their division or distribution. In ma~lng any division or distribution in kind, the Trustee shall divide and distribute said assets in a manner which will fairly allocate any unrealized appreciation among the Deneflclarles. (E) To sell either at public or private sale ans upon such terms and conditlons as the Trustee ma'. aeer advantageous to any trust, any or all real or personal estate or interest therein owned by any trust severally or in conjunction with other persons or acquired Dy the Trustee (including selling "short" any r~ght, privilege, option or asset), and to consummate saic sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee s~mpie title, free and clear of ali trust and wltnou~ obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all'deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon the Trustee in this paragraph or elsewhere ~n this Agreement. (F) To make leases of real estate for any term. (G) To borrow money from any party, including the Trustee, to pay an indebtedness of the Settlor or of the Settlor's estate or trust, expenses of administration, all estate, inheritance and similar taxes (hereinafter referred to as "Death Taxes") and other taxes. (H) To pay, in the Trustee's discretion, without reimbursement, all costs, Death Taxes or other taxes, - 8 - have expenses and charges in connection with the administration of the Settlor's estate or trust, and to pay the funeral expenses and the expenses of the last illness of the Settlor. (I) To vote any shares cf stock which form a part of any trust and to otherwise exercise all the powers incident to the ownership of such stock; to actively manage and operate any incorporated or unincorporated business, including any 3olnt ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (J) In the discretion of the Trustee, to unite with other owners of s~milar propersy ~r. catty,nc cu' any plans for the reorganizatIon of any corporation or company whose securities form a part of any trust. (K) To assign to and hold in any trust undivided portion of any asset. ar. (L) To select, employ and compensate any person, firm or corporation engaged in rendering investment counsel advice to advise the Trustee in making investments, managing securities or making decisions concerning the purchase, retention, sale or other disposition of any part of any trust estate hereunder; and to select, employ and compensate any attorney or firm of attorneys to render legal services to the Trustee with respect to any trust estate hereunder. ARTICLE IX Survival Presumptions Any person, other than the Settlor's Spouse, whc snail died at the same time as the Settlor or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased the Settlor. If the Settlor and the Settlor's Spouse shall have died - 9 - at the same time or ~..der such circumstances that it is difficult or impossible ~o determine who shall have died first, the Settlor's Spouse shall be deemed to have survived the Settloz. Any person other than the Settlor whc shall have died at the same time as any then beneficiary of income cf a trust crea~eo hereunder o~ un,er SUCh circumstances t~at it as ~l~Icul% ol impossible to deter~h%ne who shall have died first, shall De ~eemed to have predeceased such beneficiary. ARTICLE X Trustee's Duties Wl~n Respect tc Poilcles The Trustee shall not De oDllgate~ tc pay any premiums or assessments on any of the Policies ana shall be un,er nc obligation with respect to the Policies, except for 5afeKeeplnc during the Settlor's lifetime and to the extent otherwise expressly agreed ~o herein. ARTICLE XI Settlor's Reserved Rights With Respect to Policies With respect to any of the Policies, the Settlor reserves to himself, during his ownership of said Policies and during his lifetime, all rights, payments, dividends, surrender values and benefits of any kind which may accrue on account of any - 10 - of the Policies, and the right at any time to assign, pledge or use said Policies, or any of them, or to change the beneficiary thereof to borrow money thereon, or for any purpose, without the consent, approval or joinder of the Trustee or any beneficiary hereunder. It is the intent of the Settlor, with regard to said Policies, that this Agreement shall be operative only with respect to the proceeds of such of the Policies as may be due and payable to the Trustee at the time of the death of the Settlor or thereafter, after deduction of all charges against the Policies by reason of aavances, loans, premlums or o~nerwlse; and the recelp% of the Trustee for such proceeds shall release the insurance companies from liability on the Policies. ARTICLE XII Collection of Policy Proceeds The Settlor agrees and directs that, upon the Settlor's death, the proceeds of all Policies which are then subject to the terms of this Agreement shall be paid in accordance with the directions then set forth in said Policies or the beneficiary designations then attached thereto. In the event the proceeds of said Policies are payable to the Trustee, the Trustee may institute any proceeding at law or in equity in order to enforce the payment thereof, and may do and perform any and all other acts and things which may be necessary, for the purpose of collecting - 11 - any sums which may De due and payable under the terms of saia Policies; it being distinctly understood, however, that the Trustee shal' nc:., except at the Trustee's option, enter Into or maintain any litigation to enforce 5ne payment of sai~ ?cllc~es until the Trustee shall have Deer. guaranteeG indemnification, to the Trustee's satisfaction, Dy one or more of the beneflc~arles o~ this Agreement against all expenses and liabilities tc which the Trustee may, in the Trustee's 3udgmenL, be sub]ecteG Dy an}~ sucr. action. The Trustee is autncrlzea t. compromise aha ac-,st _.~ir.~ arising ou~ cf the Pollcles, or an'.' cf them, upon sucr. %erm~ aha conditions as the Trustee may Geem lust, and the ~ecis~or. cf %~ Trustee shall De binding ano conclusive upon all persons an~ corporations ~nterested therein. ARTICLE XII! Concernin~ Trustees (A) Any Trustee serving hereunder shall have %~e right to resign from such cff~ce at any time, w~th or without cause and without Court approval. No successor Trustee shall De liable for the actions of the Trustee occurring prior to the successor Trustee taking offlce. (B) Subsequent to the Settlor's death, the Settlor's Spouse shall be authorized, by written notice directed to the Trustee, to remove any corporate Trustee, for any reason, without cause and without Court approval, but must replace said corporate Trustee with another corporate Trustee having fiduciary powers. - 12 - (C) Ail references herein to the "Trustee" shall refer to the originally named Trustee(s) and tc any successor Co-Trustees or sole successor Trustee, as the case may be. ARTICLE XIV Surety and Compensation of Trusteo The Trustee shall serve without the duty or obliaa~lon of filing any bond or other security and shall be entitled to compensation for services in accordance with the standard schedule of fees in effec~ when the services are renOered. ARTICLE XV Revocability The Settlor may, by instrument in writing dellverea to the Trustee, modify, alter or revoke this Agreement in whole or in part; provided, however, that the duties, powers, compensation and liability of the Trustee shall not be changed without the written consent of the Trustee. ARTICLE XVi Situs This Agreement and any trust created hereunder shall be governed by the laws of Pennsylvania and shall have its situs in Cumberland County, Pennsylvania. - 13 - IN WITNESS WHEREOF, ROBERT CAMPBELL SHRIVER, as Settlor, has hereunto affixed his hand and seal, and ALLFIRS? TRUST COMPANY O? PENNSYLVANIA, N.A., as Trustee, has causea this Revocable Agreement of Trust to be signed by Its duly authorlzeO officers and its corporate seal affixed, all as of day and year first above written. '--TSEAi ATTEST: (SEAL) & ~UST ~CE~ TRUSTEE: ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A. ( %' <~ ]' Presloent (- --/1 R.A MO,ND A. McGEAR¥, ~ - 14 - The Robert Campbell Shriver Revocable Trust SCHEDULE "A" ATTEST: (A~S is~A~t ) S~cretary (SEAL) SETTLOR: Robert Campbell Shriver TRUSTEE: ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A. (Viq~) President / // COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF~~~_~ ) SS: ) On this, the ~ day of ~~~ before me, a notary public, the undersigned officer, _, 2OO0, personally appeared ROBERT CAMPBELL SHRIVER, known to me (or aatisfactorily proven) to be the person whose name is subscribed to the within Agreement, and acknowledged that he executed the sa~e for the purposes therein contained. seal. IN WITNESS WHEREOF, I hereunto set my hand and official ~Y Commission ~.~ ~ Expires~ COMMONWEALTH .OF PENNSYLVANIA before On this, the ~ me, the undersigned, SS: -' ~~p wh° ackn°wledged himself /he~se~f to be t~e ~ ~ '~.~_ ~ of ALLFIRST TRUST COMPANY OF PENNsYLVANiA' ~:~!~ .a national banking association, and that he/s~ as such ~.~- O~icer, being authorized to do so, executed the. foregoing A~e~ent for 'the l.~..:.f{ purposes therein contained by si~Xhg the same on.behalf of the association by hi--elf/herself as such officer. IN WITNESS W~OF,.I hereunto set ~ hand and offici~ FIRST AMENDMENT TO REVOCABLE AGREEMENT OF TRUST "THE ROBERT CAMPBELL SHRIVER REVOCABLE TRUST" Dated August 18, 2000 THIS FIRST AMENDMENT TO AGREEMENT OF TRUST ("First Amendmem") is made and entered into by and between ROBERT CAMPBELL SHRIVER, of Mechanicsburg, Cumberland County, Pennsylvania (hereinafter the "Settlor"), and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., with offices located in Harrisburg, Dauphin County, Pennsylvania (hereinafter the "Trustee"). WITNESSETH: WHEREAS, the Settlor by Agreement of Trust dated August 18, 2000, established The Robert Campbell Shriver Revocable Trust (hereinafter the "Agreement"), ARTICLE XV of which allowed the Settlor to modify or amend the Agreement in writing, which the Settlor hereby intends to do. NOW, THEREFORE, the Settlor hereby amends the Agreement of Trust as follows: 1. The Settlor hereby deletes ARTICLE V in its entirety and in lieu thereof adds the following new ARTICLE V. 360059.1 Contingent Distribution If at the time for distribution of any trust estate hereunder the Settlor's Spouse and Settlor's son, Stephen William Shriver, are not then living, the Trustee shall distribute such assets passing under this ARTICLE in equal shares to the following: (1) One equal share to Settlor's brother-in-law, MAURICE JOSEF LAURIER, now of Yorktown, Virginia, if he is living at the time for any distribution under this ARTICLE, or if he is not then living, to his then living issue, per stirpes. (2) One equal share to Settlor's Spouse's nephew, DAVID BRUCE LAURIER, now of Gloucester Point, Virginia, if he is living at the time for any distribution under this ARTICLE, or if he is not then living, to his then living issue, per stirpes. (3) One equal share to Settlor's Spouse's niece, KAREN LAURIER MORISATO, now of Chantilly, Virginia, if she is living at the time for any distribution under this ARTICLE, or if she is not then living, to her then living issue, per stirpes. (4) Baltimore, Maryland. One equal share to THE MARYLAND HISTORICAL SOCIETY, (5) One equal share to THE UNION THEOLOGICAL SEMINARY IN THE CITY OF NEW YORK, New York City, New York. -2- (6) One equal share to the AMERICAN CANCER SOCIETY, PENNSYLVANIA DIVISION, INC., Hershey, Pennsylvania, for its general research. (7) One equal share to the ARTHRITIS FOUNDATION, Camp Hill, Pennsylvania, for its general research. IN WITNESS WHEREOF, ROBERT CAMPBELL SHRIVER, as Settlor, has hereunto set his hand and seal and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., as Trustee, has mused this First Amendment to Agreement of Trust to be signed by its duly authorized officers and its corporate seal affixed, all on this ~2~ day of ~ ~ ~-, 2000. WITNESS: SETTLOR: The undersigned hereby accepts this First Amendment to Agreement of Trust: ATTEST: (Assistant Secretary) (SE L) TRUSTEE: ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A. Name: 0 .......... Title: -3- CO/vlMONXVEALTH OF PENNsYLvANIA ) COUNTY OF z~.c,,,~,ff, h' ) SS: ) On this, the ~or2t/ day of ~)-~.~-, , 2000, before me, a notary public, the undersigned officer, personally appeared ROBERT CAMPBELL SHRIVER, to me known to be the person described in and who executed the foregoing First Amendment to Agreement of Trust, and acknowledged that he executed the same for the purposes thereon contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission Expires: COIVIIVIONV~I~ALTH OF PENNS~V~A ) ~ ) SS: COUNTY OF ~Y./~f/~ ) On this, the~ ~ day of ~1/,-~-, , 2000, before me, the undersigned officer, personally appeared ~, /~~_ , who acknowledge~erselfto be the ~. ~_~ .?~o~ ~i~s~ ~s~ ~O~A~ o~ ~N~S,~VA~I^, m.A., ~ corporation, and that(~/she, as such .of'~ _~_. I~? ,t~g authorized to do so, executed the foregoing instmmem for the purposes therein contained by signing the name of the ~o~or~tion ~y~___~~a~ ~~ 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission Expires: (SEAL) LAST ~17TTT.,~ AND TE~u=~ OF ROBERT CAMPBELL SHRIVER I, ROBERT CAMPBELL SHRIVER, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament,.hereby revoking all Wills and Codicils by me. at any -~time-previ°usly ~a~e. ~ ................... .~ I am married to Dallas Laurier Shriver (hereinafter referred to as "My Spouse") and the child born of our marriage is Stephen William Shriver. 1. TANGIBLE PERSONAL PROPERTY. I give and bequeath all of my household furniture and furnishings, automobiles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, boats 'and recreati0~al equi~men~'and ~ vehicles, together with all policies of insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I give such articles to my son, STEPHEN WILLIAM SHRIVER, if he survives me. If neither My Spouse nor my son is living at my death, I give such items to my brother-in-law, MAURICE JOSEF LAURIER, now of Yorktown, Virginia. Any cost of packing and Page i of 7 Pages e©PV shipping said personalty to the beneficiaries, including insurance, shall be paid by my Executor as a general administration cost. If any such articles cannot be distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. RESIDUE. I give, devise and bequeath all the rest and residue of my property,.real, personal and mixed, not .diSposed ~f~in the preceding portions of this Will, including all.property over which I hold a power of appointment (which powers of appointment I hereby exercise in favor of my estate), to the then Trustee of "The Robert Campbell Shriver Revocable Trust" created by a trust agreement dated the same date as this Will between me, as Settlor, and Al!first Trust Company of Pennsylvania, N.A., as Trustee. 3. SPENDTHRIFT PROVISION. No interest in income or principal of my estate shall be'subject to attachment, levy or ~ seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof. My Executor shall pay over ~he net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided Page ~ of 7 Pages herein), pledging or assignment by any beneficiary of my estate and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 4. SURVIVAL PRESUMPTIONS. Any person, other than My Spouse, who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. If My Spouse and I shall have died at the Same time or under such circumstances' ~h-~t it is diffi'cult'or-impossible to determine who-- shal-1 died first, My Spouse shall be deemed to have survived me. 5. FIDUCIARY POWERS. In the settlement of my estate, my Executor shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. ~ (b) To vary investments, when deemed desirable by 'my Executor, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates, or as to which my corporate Executor or any of its affiliates are investment advisors, as my Executor shall deem wise, without being restricted to so-called "legal investments". (c) In order to effect a division of the principal of my estate or for any other purpose, including any Pace 3 of 7 mac== final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor ~may deem .advantageous to my estate, any or all real or personal estate or interest therein Owned by my estate severally ......... or in conjunction with other Persons or acquired after my death by my E~cut0r-/~n~ t0~ conSUmmate said-'~aie sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this Will. (e) To mortgage teat estate and to make leases of real estate for any term. (f) To borrow money from any party, inc!ud~ng my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate. (h) To vote 'any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such Page 4 -cf 7 P~ges unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor to unite with any other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate. (j) To assign to and hold in my estate an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies, - (m) To'disclaim, i~ whole or-in part, any and all interests in property owned by me at the time of my death, including those Passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (n) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without bond or security and to have all the powers, authorities and 'discretions conferred hereunder. (o) To employ and compensate from income or principal, in the discretion of my Executor, investment and legal counsel, accountants, brokers and other specialists, and, whenever there'shall be no corporate Executor in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. ¸, EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. Page 5 cf 7 Pages (b) In ' ~"~ ~ ' v=~=~n~ property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valuation date. 7. TAX CLAUSE. Ail inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM '2 'of this Will as an expense and cost of administration of my estate. My Executor shall have no duty or Obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 8. EXECUTOR APPOINTMENT. I hereby appoint My Spouse, DALLAS LAURIER SHRIVER, and ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., with offices in Harrisburg, Pennsylvania, as Executor(s) of this Will. If for any reason either of them should fail or cease to act, the other shall act or continue to act with all the powers granted to the two of them. Ail references in this Will to my "Executor" shall refer to my originally named Executor(s), or to my sole successor Executor, as the case may be. 9. WAIVER OF BOND; FIDUCIARY FEES. The Custodian and my Executor shall qualify and serve without the duty or obligation Page 6 of 7 Pages of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, this--~, day of --~x:-~-~i-'~//~? 2000 We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the e'xecution thereof, the said Testator was of sound and disposing mind ~.~ memory,,...? Page 7 of ? Pages ~"~MMONT~,.T'~AT..T,T.4 0~-, D~NR?~VL~ZANTA COUNTY OF Ct u~-~'~-~ ~ : SS: : We, Robert Campbell Shriver,.~~ ~.~:<L~ and q~~?~c~C~c~~ , the Testator ~d the Witnesses, respectively, whose names ar~ signed to the foregoing instrument, having been sworn, do hereby declare to the undersigned officer that the Testator, in the presence of the Witnesses, signed said instrument as his Last Will and Testament, that he signed vOluntarily, that each of the Witnesses, in the presence of the Testator and of each other,,_signed .said Will as a Witness and that- to the best of the knowledge of each Witness, the Testator was at the time of sound mind and under no constraint or undue influence. R°b.er~~! Shr~ver /W tness ' .\ on thls~ /~~- day of Subscribed and acknowledged before me by Robert Campbell Shriver, the Testator, and subscribed and sworn to before me by and ~r ~-~C~',~L'.~< , the Witnesses, , 2000. Notary P~bli'c " My Commission Expires: (SEAL) Register of Wills of Estate of Robert C. Shriver also known as CUMBERLAND INVENTORY County, Pennsylvania , Deceased No. 2003-00346 Date of Death 04/03/2003 Social Security No. 129-10-0473 , Manufacturers and Traders Trust Company, Successor to Allfirst Trust Co. of PA. ,N.A. Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I AVe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Stanley A. Smith Esquire I.D. No.: 33782 Address: One South Market Square Telephone: Harrisburg, PA 17101 717/231-6628 Pers°nalRepresentativeManufacturers and Traders Trust Company, Successor to Allfirst Trust Co. of PA,N. Signatu re: ,~,,,~ Signature: Address: 213 Market S~eet Harrisburg, PA 17101 Telephone: 717/255-2097 Dated: Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value Total: 104,134.94 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association ~ Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (1992) Estate of: Date of Death: County: INVENTORY Robert C. Shriver 04/03/2003 Cumberland CASH: Highmark - Premiums Refund of Unearned PNC Checking Account - Date of Death Balance U S Trust Payment Final Pension STOCKS/LISTED: 10,538 shares Schwab Charles Corp Date of Death Balance 89.72 17,120.07 3,885.71 83,039.44 21,095.50 TOTAL RECEIPTS OF PRINCIPAL ............... 83,039.44 104,134.94 ~ BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DZV/STOH DEPT. 280601 HARRISBURG, PA 17118-0601 COHNONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX KURT WILLIAHS N & T TRUST C0 215 MARKET ST HBO PA 17101 ~~, ~'~ ~i~iESTATE OF DATE OF DEATH FILE NUHBER '04 FEB 27 ACN 05-01-200~ SHRIVER 0~-05-2005 21 05-05R6 CUHBERLAND 101 Amoun'l: RemA*l'*ed REV-I;q7 EX AFP (01-05) ROBERT C HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHRIVER ROBERT CFILE NO. 21 03-03~6 ACN 101 DATE 03-01-200~ TAX RETURN VAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORTSTNAL RETURN 1. Real Es~a~e (Schedule A} (1) 2. S~ocks and Bonds (Schedule B} (2} $. Closely Held S~:ock/Par~:nershAp Tn~eres~ (Schedule C) ($) q. Hor~geges/No~es ReceAvable (Schedule D) (q) E. Cash/Bank DeposA~:s/Nisc. Personal Proper~:y (Schedule E) (5) 6. JoAn~ly O~ned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~el Asse~:s APPROVED DEDUCTIONS AND EXENPTTONS: 9. Funeral Expenses/Adc. Cos~s/HAsc. Expenses (Schedule H) (9) 10. Deb~s/Nor~gege LAebAIAJcles/L1ens (Schedule I) (10) 11. To~el Deduc~Aons 12. Ne~ Value of Tax Re~urn O0 8:5,,059 ~q O0 O0 21z 095 50 O0 89/99:5 5:5 (8) 16,281.11 NOTE: To insure proper credL~ to your account, submA~ ~he upper por~Aon of ~his form ~A~h your ~ax payment. 13. NOTE: ASSESSMENT OF TAX: 15. Amoun'~ of LAne 1~ a~ Spousal ra~e 16. Amoun~ of Line lq ~axable a~ LAneal/Class A ra~ce 17. Amoun~ of Line lq e~ Sibling ra~:e 18. Amoun~ of LAne lq ~axeble e~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYNENT RECEJ. P i DTSCOUNT (+ j DATE NUHBER 'rNTEREST/PEN PAID (-) 19~,128.~7 1~008.80 (11) 17.289.91 (1~) 176,8:58.56 Cheri~:able/Governmen~al Bequests; Non-elected 9113 Trusts (Schedule J) (1:3) 176,8:58.56 Ne~ Value of Es~:a~e Subjec~ ~o Tax (lq) .00 If an assesseent was issued previously, lines lq, 15 and/or 16, 17, 18 and 19 ~111 reflect figures that include the total o~: ALL returns assessed to date. ZF PAID AFTER DATE /ND~CATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (1s) .00 x O0 = .00 (16). .00 x Oq5 = .00 (17) . O0 x 12 = . O0 (18,) .00 x 15 : .00 (19)= . O0 AHOUNT PAID TOTAL TAX CREDIT I .00 BALANCE OF TAX DUEl .00 INTEREST AND PEN. . O0 ~/\ TOTAL DUE . O0 ( IF TOTAL DUE 1S LESS THAN $1, NO PAYHENT 1S RE~U/RED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE~-~ A REFUND. SEE REVERSE S/DE OF THIS FOR. FOR /.STRUCT/ONS., RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class 8 (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Caeaoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class S (collateral) rata on any such future interest. To fuXfi11 the requirements of Section ZXqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, ahich ams not requested on the Tax Return, say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications era available at the Office of the Register of Hills, any of the Z5 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-BOO-36Z-Z050; services for taxpayers ~ith special hearing and / or speaking needs: 1-800-~7-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object aithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg, PA 17128-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in ~riting tm: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6565. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (RE¥-15013 for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death, a five percent (5X) discount of the tax paid is allowed. The 1SI tax amnesty non-participation penalty is computed on the toter of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end 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 an this notice. Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes Nhich became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at e daily rate of .00016~. All taxes which became delinquent on and after January 1, 198Z ~ill bear interest at a rate which will vary from calendar year to calendar year ~ith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 2003 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Yea_._r Rate Factor Yea.~r Rate Factor 198Z ZOZ . O OOSq8 1987 92 . O 00Zq7 1999 77. . 00019Z 1983 1SI .000q38 1988-1991 llZ .000301 ZOO0 82 .OOOZ19 198~ llZ .000301 199Z 9Z . O00Z~7 ZOO1 92 .0002~7 1985 132 .000356 1993-199q 7Z .00019Z ZOOZ 6Z .O0016q 1986 IOZ .O00ZTq 1995-1998 92 · O00Z~7 2003 5Z .000137 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 SMITH STANLEY A POBOX 1146 HARRISBURG, PA 17108-1146 RE: Estate of SHRIVER ROBERT CAMPBELL File Number: 2003-00346 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/03/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~=~~ REGISTER OF WILLS cc: File Personal Representative(s) Judge uJ. ., Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 N fD d t Robert Campbell Shriver ame 0 ece en : Date of Death: April 3, 2003 Estate No.: 2003-00346 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: I. State whether administration of the estate is complete: Yes [8] No 0 2. Ifthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No J8l b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 181. No D Date: 3/4/2005 c. Copies of receipts, releases, joinders a accounts may be filed with the CI attached to this report. roval of formal or informal rphans' Court and may be Stanley A. 3 '3 7 y""Z.... Name One South Market Square, 12th Floor Harrisburg PA 17101 Address 717-233-5731 Telephone No. Capacity: 0 Personal Representative ~ Counsel for personal representative uJ