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HomeMy WebLinkAbout04-0780 PETITION FOR PROBATE and GRANT OF LETTERS sta,eo.f Jo ,, No. o9..l'-o q-'""T g'O also known as A/.//q To: , Deceased. Social Security No. / ff 6 - S q- ~ 3i,~ to The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut in the last will of the above decedent, dated t~a~ / 7/,~ and codicil(s) dated Register of Wills for the Countyof Cum b~rla~ct Commonwealth of Pennsylvania in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in C am her/~ d County, Pennsylvania, with h I~ lastfamilyorprincipalresidenceat /~0 U~OOlOer/ff~d. ~~,, ~ i~ (list s~ee~ number ~d municipaliW) Decedent, ~en ¢ g years of age, died at 130 dumoer ~d. Ne~..9 ., PA t7~40 ' ' Except ~ follows, ~ecedent did not m~, w~ not divorced ~d did not have a child bom or adopted a~er execution of the will off~or probate;was not the vict~ of a kill~g ~d was never adjudicated incompetent: N/~ Decedent at death omed prope~ wi~ estimated values as follows: (If domiciled h Pa.) All personal prope~ $ (If not domiciled h Pa.) Personal prope~ h Pe~sylv~ia $ (If not domiciled ~ Pa.) Personal prope~ ~ Co~W $ &~ ooo Value°frealestatehPe~sylvani~o 4umo~r~d. ~e~drq ~ 17~ ' situated as follows: , WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~7 ~ t~ cl. rr~ en/_. ar,4 adm~mstrat~on c.t.a.; thereon. (testamentary; ' ~ ' administration d.b.n.c.t.a.) Dc'.'. OATH OF PERSONAL REPRESENTATIVE COUNTyCOMMONWEALTHoF C_u.to beOF rPENNSYLVANIA]~ aOt } ss ;~!:':::' The petitioner(s) above-named swear(s) or affn-m(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 represen- tative(s) of the above decedent petitioner(s) will well and tr~ly~ad~, inister the estate according to law. Sworn to or affirmed and subscribed bef0re r0e this otn~/q'- day of [ ?. ..... Register-tO, t~ No. Estateof 40~r~ ~. /q-J)En?a,q ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satis~a-c~ory proof having been presented before IT IS DECREED that the instrument(s) dated "~q/~q.t?' {~'~ described therein be admitted tO. probate and filed of record as t~e last will of and Letters /-'/ are hereby granted to '-ff-~Y~-~ :_~./~ ff./~0~v~,,t~ ~ //~/l~,r~/~ ,-.,7.0']t~ c3~00q' , in consideration of the petition on FEES Probate, Letters, Etc ......... $ Short Certificates ( ) ...... $ Renunciation ............ $ $ TOTAL ~ $ Filed ........................ · Register of Wills ATTORNEY (Sup, Ct. I.D. No.) ~ ~7 ~PHONE I, John H. Alleman of Hopewell Township, Cumberland County, Pennsylvania, declare this to be my will, hereby revoking all prior wills and codicils. Distribution of Personal Property FIRST: I give to the rocking chair that belonged to my mother, Rosa Alleman, to Denise Alleman if she shall survive me. If she shall not survive me, then this gift shall lapse and be distributed with my other personal property. I give the Bible that belonged to my grandfather, John K. Alleman, to Brady Alleman if he shall survive me. If he shall not survive me, then this gift shall lapse and be distributed with my other personal property. General Bequest of Personalty Subject to Post-Dated Memorandum I give the person or persons identified in any written statement which is signed by me, whether prepared at the time of the making of this will or at a subsequent time, certain items of tangible personal property described therein. This provision authorizing reference to such a separate statement does not necessarily mean that such a statement has been mad~e~bx me in connection with the making of this will. 7~ r~: c:5 ~ ~ Distribution of Residue ':'~'. ~ ,:~ n SECOND: I give the rest of my estate in equal shares to my brothers and siSters, ~]izabeth. i:! Barner, Robert Alleman, Martha Reineman, Lois Timmons, Doris Hey, andlRalph~dlemaO,:i~ho survive me for a period of 30 days and to Galen Alleman. If Galen Alleman shall~ot su~ me, then I give the same to his wife, Denise Alleman. ' --, Protection of Beneficiaries THIRD: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Incapacitated Beneficiaries FOURTH: If any income or principal shall be payable to any person who shall be incapacitated for any reason, my executors as trustees shall hold such income and principal during incapacity and shall be entitled to apply such income and principal to the health, maintenance and support of such person during incapacity without the appointment of any guardian or committee or any authority of court. My executors as trustees shall be entitled to make direct application hereunder or to make application by payment of income and principal to the person in charge of such incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of incapacity. My executors as trustees shall have the same powers as my executors. Payment of Death Taxes FIFTH: All estate, inheritance and other death taxes, together with interest and penalties on them, payable with respect to property or interests subject to taxation by reason of my death and whether passing under my will or any codicil or otherwise, including other non-testamentary property thereto shall be paid out of my residuary estate without apportionment. Powers of Executor SIXTH: In addition to any other powers conferred by statute, I confer on my executors the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner and for such price or prices, and on such terms and conditions as my executors shall determine, and to execute and deliver good and sufficient conveyances, assignments, and transfers of property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereo~, to retain any investments at discretion; to invest or reinvest at discretion, as permitted under Act 28 of 1999, the "Prudent Investor Act;" to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. Appointment of Executors SEVENTH: I appoint Robert D. Alleman of 317 McCulloch Road, Shippensburg, PA and Galen M. Alleman of 155 Lesher Road, Newburg, PA as the executors of my will, with full power to act individually and separately. Waiver of Bond EIGHTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. Compensation of Executors NINTH: My executors shall be entitled to reasonable compensation for services rendered in administering and distributing the assets of my estate and to reimbursement for expenses. Interchangeability of Language TENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. Headings ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this \-~ day of~ Signed by John H. Alleman, the testator, as his will, in the presence of us, who at his request, in his presence, and in the presence of each other, have signed our names as witnesses. Add~s/s ' d ' Witness Acknowledgment and Affidavit Commonwealth of Pennsylvania: 'SS: County of Cumberland We, John H. Alleman, the testator in and the undersigned witnesses to the will, the foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he signed it willingly and 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 the will as a witness and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Testator Witness Witness Notarial Seal H. Anthony Adams, Notary Public Shippensburg Boro, Cumberland County My Commission Expires May 15, 2006 Member, Pennsylvania ASSOCiatiO~ ol Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: John H. Alleman Date o f Death: Administration No: To the Register: August 7, 2004 21-04-0780 (00780) I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on September 16, 2004. Name and Address: Elizabeth Barner 66 Jumper Road Shippensburg, PA 17257 Robert D. Alleman 317 McCulloch Road Shippensburg, PA 17257 Martha Reineman 9352 Muddy Run Road Orrstown, PA 17244 Lois Timmons 16765 Cumberland Highway Newburg, PA 17240 D iH or s ey 10 Hey Drive Shippensburg, PA 17257 Ralph Alleman 517 Nottingham Drive Chambersburg, PA 17201 W:\XW\DOCS\Estate\GC\Alleman, John H\CERTIFICATION.doc Galen M. Alleman 155 Lesher Road Newburg, PA 17240 Notice has now been given to all persons entitled thereto under Rule 5.6(a) without exceptions. Dated: September /{~ , 2004 ~x. ~ ~ R. Thomas Murphy, Counsel for Personal Representative 20 West Baltimore Street Greencastle, PA 17225-1408 717-597-3180 III '~: ~ ...t'C,. '.(1 ~.~~ ,II~I C1 f t;l ~ ~ t~ l'~ ~ ":J~:::J ~ ~ t\'i!'\lr~O ~ &i C!) ~, u... o ~ ;- Vl - ~ ~ ~ g ~ VlM ...) [,I.:l_ o VlO :::u ;:)~ ""=0 @<: ~~ ~ ~ -..... ;:)~ =~ OVl :~ - =t:QVlU;....l =~:j[,I.:l~ =-"-Z<: =U~OU ON +' ."..;,) IJ\ "''11r,,... t .-' ,() ()>> . U =-= ~ ~ -, _!i - ~ .. .., ~ '<: 1;:i: -l '" ... A~ '"' e ~ ..." '<: CO _ N ;:; .€ ~ "1 <oJ" . ~ -=.!! ~~-'i ~ ~ ~ ~ f::: Q e Z~"'t) o '" =: r-l ""' ~ ~ '-. 'J',J () ff) f') ..... , 1"1:1 .:.., C! 1"" or" PATTERSON, KIERSZ & MURPHY, P.c. ATTORNEYS AT LAW 239-B East Main Street Waynesboro, PA 17268-1681 (717) 762-3170 Telefax (717) 762-0988 Toll Free 800-261-1194 E-mail: pkmlaw@pkmlawoffices.com 20 West Baltimore Street Greencastle, PA 17225-1408 (717) 597-3180 Telefax (717) 597-5121 Stephen E. Patterson Gregory L. Kiersz, CELA . R. Thomas Murphy Writer's E-Mail: tmurphy@pkmlawoffices.com May 3, 2005 Cumberland County Register of Wills One Courthouse Square Carlisle, P A 17013 Re: Estate of John H. Alleman File No.: 2004-00780 Pa. File No.: 21-04-0780 SS#: 186-34-2366 Dear Register of Wills: Please find enclosed estate check number 1031 in the amount of $23, 152.00 representing an estimated inheritance tax payment on the above referenced estate. I would appreciate a receipt for my file. I have enclosed a self-addressed, stamped envelope for your convenience. SiIl~erely, PATTERSON, KIERS~URPHY, P.C. j{-;Z~/1d/(-?~ R. Thomas Murphy RTM/dsp Enclosures cc: Executors W:\XW\DOCSlEstate\GClAlleman, John H\Tax Payment.doc 'Certified Elder Law Attorney, as certified by the National Elder Law Foundation, as authorized by the Pennsylvania Supreme Court COIVIMONWEAlTH OF PENNSYLVANIA DEF'ARTMENT OF REVENUE BUF<.EAU OF INDIVIDUAL TAXES DEPT. 280601 Hk=iRJSBURG, PA 17128~0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ALLEMAN ROBERT 0 317 MCCULLOCH ROAD SHIPPENSBURG, PA 17257 n_nn_ lold ESTATE INFORMATION: SSN: 186-34-2366 FILE NUMBER: 2104-0780 DECEDENT NAME: ALLEMAN JOHN H DATE OF PAYMENT: 05/05/2005 POSTMARK DATE: 05/04/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/07/2004 NO. CD 005290 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,152.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1031 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS $23,152.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS COMMONWEALTH OF PENNSYLIf~DED OFFICE OF DEPARTMENT OF REVENUE WillS BUREAU OF INDIVIDUAL TAXES PO Box 280601 1005 ttA Y I G PM 2: 1.1 HARRISBURG, PA 17128-0601 May 10, 2005 CLERK OF Telephone ORPHAN'S COU~7) 787-3930 U,r'"'""'.\ - ~- r-" - CUN:nU1:}'1'1Cf'AX: 7) 772~412 Patterson, Kiersz & Murphy, PC Attorneys at Law 20 West Baltimore Street Greencastle, PA 17225-1408 Re: Estate of John H. Alleman File Number 2104-0780 Dear Sir/Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of .six months. This extension will avoid the' imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 11/07/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. s~ ~ 'r. .. . . '~f'<J"':;.::l . I>> WI>>. . '< 1.0 n- ::s . n-H (1) t::l (1) 0" . 00 l>> 1-\ 0 . cr"tn 009 . 0 n- 0 I>> . 1-\ . ::l 00 '.0 ::?:: ~ ,. .. III :::: , r>-~~ . '" ::3 ..... 1-\ .:> ' (1) 'd , CI':lI-\O" , >-I"t 00'< ''-I';N 'Net! 'O\nfl<" : CO rr . I .:::: . >- . ~ _,0\ ,1-\ ._. CO .'d :::.t- .:r o .'< '"1 ~ ::s (l) :'" "< :n ?> !=' ....j < g' 2.- en = CD n o ... g. CD g. :g (j) 0... ...- to "Tj m en 69 Er 0... o "< "0 o 0 ...... .0 Q) - ::r ~ CD ::r 0' ... >< ~ o ~ ...- to . . INVENTORY IN HE Estate of ,., -!?~~. !l:, ~}..l.e:m:a,D: , , . , , , , . . , ., late of Franklin County, Pennsylvania. STATE OF PENNSYLVANIA. SS.: COUNTY OF ~ CUMBERLAND .CJ ,~ ,9 'cr" '(1) '1-\ '1-' .1>> '::s '0- 'CJ '0 .~ '::S 'n- :< II r- . 0 ,c..., ~ <D ' 0 to '0" . ::s GI 0 .:> ...... en , . ':> 0 <= . . I-' ~ 2: ::= ~ .1-' )I -< 9 ';:I: , (1) t"'t '0 ' 9 ~ 'd . I>> t"'t to 0 '(1) : ::s ...... 'N '~ 0 t11 = t= 'to-' '(1) ...... 0 s=- I ' I 'I-' C'I2 >- '0 :1-' ~ to G) .~ >- t'I'J I ~ ' I :H ;I =0 ~ '0 ,0 ~ ~ ''-I :~ .co I .0 ,00 I .::T ~ I r..t .1-'- I SI: :c .. i ~ I ~ I I 0... (l) o (l) o en (J) 0... i ,.~9P~~~~AA~~~q~E,.,.,...,;""... I I i i I I I I i i i I I I I verify that the statements made in this Inventory are true and correct.) I i I understand that false statements herein are made subject to the penalties : of 18 P. A. C. S. Section 4904 relating to unsworn falsifications to authorit~es. I I i I i ! r tJd ;2()()s ~-6 19' as . ~~~.~ RO~~ Al!;;a/~~ ~ ~i~5Rt~eAlleman Date NO. . ITEM Miscellaneous deposit by family 2.50 Refund automobile insurance, Nationwide Insurance 75.50 Refund homeowner's insurance, Nationwide 98.00 Refund, Collectible Automobile subscription 13.31 Refund, Consumer Report subscription 8.31 Refund, Country Living subscription 5.49 Refund, Hershey Medical Center 20.00 Refund, MBNA credit card 29.15 Refund, Meredith Publications, magazine subscription 9.99 Refund, National Geographic subscription $ 39.58 Refund, National West, magazine subscription 35.35 Refund, New Cobra 0.01 Refund, Publishers Choice subscription 10.00 Refund, Sprint 19.06 Refund, The Advocate, subscription 7.32 Savings account #015004198390278 at M & T Bank 5,455.74 September 2, 2004 miscellaneous deposit by family 135.00 Total Cash & Cash Equivalents $ 29,704.94 Tangible Personal Property 1993 Ford Coupe Automobile, VIN KNJPT05H5N6116817, at gross sale pnce $ 800.00 Mahogany finish arm rocker specifically bequeathed to Denise Alleman, Item FIRST, at appraised value 110.00 Personal Property at gross sale price 7,927.50 Total Tangible Personal Property 8,837.50 J>. Presidential Life Insurance Company IRA #440504 $ 98,068.08 . Total Miscellaneous Real estate known as 130 Jumper Road, Newburg, Hopewell Township, Cumberland County, recorded in Cumberland County Deed Book D30, Page 492 and Book 71, Page 91. Total Real Property $ 67,100:00 $ Total Inventory 1 , 98,068.08 $ , I I i I i I I I I I I 6f,lOO.00 20~,710.52 I I I I I I I i I I I I I REV-1500 EX (6-00) ~ ' OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER -.lL COUN1Y CODE ~L 78<2.-___ YEAR NUMBER I- Z W o W U W o DECEDENTS NAME (lAST, FIRST, AND MIDDLE INITIAL) Alleman John DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 8/7/2004 2/19/1942 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 186-34-2366 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE H REGISTER OF WILLS SOCIAL SECURITY NUMBER W l- ll:: :!1Il ull::ll:: wll.U J:OO ull::..J II.lD II. c( 001. 04 00 6. o 2. Supplemental Return D 3. Remainder Return (date of deathpriorto 12-13-82) o 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required o 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Bbxes D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) Original Return Limited Estate Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS I- Z w Q Z o II. tJl W 0:: 0:: o U 239 East Main Street R. Thomas Mu h FIRM NAME (If Applicable) Patterson, Kiersz & Mu h , P.C. TELEPHONE NUMBER 717-762-3170 Waynesboro, PA 17268-1681 1. Real Estate (Schedule A) (1) 67,100.00 0.00 0.00 0.00 38,542.44 0.00 r-:> ; OFFICIAL USE1:ItlL1f ':":) 'J"I --:J 1 (L~ (\ l...... ~ - ,~~~-) 't~ 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ['...) o z o i= ~ ::J l- ii: <C U w 0:: 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or l) :~~ Ul 98,068.08 8. Total Gross Assets (total Lines 1-7) (8) 29,069.41 122.89 203~710.52 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11) 29[192.30 1741518.22 0.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 Z rate, or transfers under Sec. 9116 (a)(1.2) 0 1= 16. Amount of Line 14 taxable at lineal rate 0.00 c( I- ::J 149.492.76 II. 17 Amount of Line 14 taxable at sibling rate :E 0 25,025.46 U 18. Amount of Line 14 taxable at collateral rate >< c( 19. Tax Due I- (14) 174i518.22 0.00 0.00 17,939.13 3,753.82 21,692.95 x .0 ~(15) x .0 45 (16) x.12 (17) x .15 (18) (19) fXl 20. ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < v 3W46451.000 1 \ Decedent's Complete Address: S1REET ADDRESS 130 Jumper Road Cumberland CI1Y I STA1E I ZIP Newburq PA 17240- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 21,692.95 0.00 23,152.00 0.00 Total Credits (A + 8 + C) (2) 231,152.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 TotallnteresUPenalty (D + E) (3) 0.00 4. If Line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 1r459.05 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) 0.00 8. Enter the total of line 5 + 5A. This is the BALANCE DUE. (58) Make Check Pa able to: REGISTER OF WILLS, AGENT 0.00 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. [X] D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE ~ETURN. Under penalties of perjury, 1 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 c~mplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUR OF PERS~~ESP~E FOR FILING RETURN ADDRESS Yes No D D D D og og D!l D!l ~ ~ I~'. PA 17257 155 Lesher Rd., Newburg, PA 17240 DA1E 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 Inr thl> ".,."....... ."n'.'ing spouse is 3% [72 PS.9 9916 (a) (1.1)(i)]. . For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirement: the surviving spouse is the only beneficiary. tJ A:PD . 99116 (a)(1.1) (ii)] still applicatjle even if For dates of death on or after July 1, 2000: The lax rate imposed on the net value of transfers from a deceased child twenty-one years of age or 1 or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiarie, nt, an adoptive parent, The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (7, individual who has at least one parent in common with the decedent, whether by blood or adoption. 3W4646 1.000 (l~ o [72 P.S. 9~116(a)(1)] :r Section 91 ~2, as an \ I .., ---.-.---.... --.-.-'.r"',",r..,--,__~_ ............... .... ~. .,..- _.-- -""..., I, John H. Alleman of Hopewell Township, Cumberland County, Pennsylvania, declare this to be my will, hereby revoking all prior wills and codicils. Distribution of Personal Property FIRST: I give to the rocking chair that belonged to my mother, Rosa Alleman, to Denise A1leman if she shall survive me. If she shall not survive me, then this gift shall lapse and be distribut~d with my other personal property. I give the Bible that belonged to my grandfather, John K. Alleman, to Brady Alleman if he ~hall survive me. If he shall not survive me, then this gift shall lapse and be distributed with my qther personal property. General Bequest of Personalty Subject to Post-Dated Memorandum I give the person or persons identified in any written statement which is signed by me, whet~er prepared at the time of the making of this will or at a subsequent time, certain items of tangiple personal property described therein. This provision authorizing reference to such a separatel statement does not necessarily mean that such a statement has been made bX me in connecti~n with the making of this will. ?~. d :::; j''- ,~;-: ,l::::. (j)~ Distribution of Residue b"" = ~.~: - ~ ":[i e,' '+ SECOND: I give the rest of my esta:e in equal ~ha~es to my bro:hers and sisters, Elizabeth ~~ Barner, Robert Alleman, Martha Rememan, LOIS TImmons, Dons Hey, and Ralph.cfJlemal)~~;rvho survive me for a period of 30 days and to Galen Alleman. If Galen Allefl1.(i!l shall~bt sUrWv~1 me, then I give the same to his wife, Denise Alleman. . .... .~;::.; "'t Protection of Beneficiaries THIRD: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Incapacitated Beneficiaries FOURTH: If any income or principal shall be payable to any person who shall be incapacitated for , any reason, my executors as trustees shall hold such income and principal during incapacity arid shall be entitled to apply such income and principal to the health, maintenance and support of'~uch person during incapacity without the appointment of any guardian or committee or any autho~ity of court. My executors as trustees shall be entitled to make direct application hereunder or tOi make application by payment of income and principal to the person in charge of such , incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers ~o Minors Act. Any remaining income and principal to which such person shall be entitled shall ~e distributed to such person upon the termination of incapacity. My executors as trustees shall ~ave .~..... '"f ~_ ., the same powers as my executors. Payment of Death Taxes FIFTH: All estate, inheritance and other death taxes, together with interest and penalties on them, payable with respect to property or interests subject to taxation by reason of my death and I whether passing under my will or any codicil or otherwise, including other non-testamentatiY property thereto shall be paid out of my residuary estate without apportionment. ' Powers of Executor SIXTH: In addition to any other powers conferred by statute, I confer on my executors th~ right to sell or otherwise convert any real or personal property at public or private sale, at such ~ime or times, in such manner and for such price or prices, and on such terms and conditions as m~ executors shall determine, and to execute and deliver good and sufficient conveyances, ! assignments, and transfers of property, without liability of any purchaser for the applicatioQ of any consideration; to borrow money and to secure its payment by mortgage of real or personal I property, pledge of investments, or otherwise, without liability on the part of the lenders td see to the application thereof; to retain any investments at discretion; to invest or reinvest at discr~tion, as permitted under Act 28 of 1999, the "Prudent Investor Act;" to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or un4ivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do alllother acts and things necessary or appropriate in the management, administration and distributioJ of my estate. Appointment of Executors I ! SEVENTH: I appoint Robert D. Alleman of 317 McCulloch Road, Shippensburg, P A and p-alen M. Alleman of 155 Lesher Road, Newburg, PA as the executors of my will, with full power to act individually and separately. I I I Waiver of Bond I EIGHTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. i Compensation of Executors NINTH: My executors shall be entitled to reasonable compensation for services rendered ib administering and distributing the assets of my estate and to reimbursement for expenses. i Interchangeability of Language , TENTH: Words used in the singular may be read to include the plural or the plural may be read as. the singular. Similarly, the masculine form may be read to include the feminine and neuter; !the I - -- , feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. Headings ELEVENTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this \ ~ day of ~ ~\~~~ Signed by John H. Alleman, the testator, as his will, in the presence of us, who at his request, in his presence, and in the presence of each other, have signed our names as witnesses. . ~ ~~ . -1J J I)~j-~ Itness sl JJJsJ~ -It ~~n.J~, ~. 11,;J61 Mdes ' ~~~ Witness t;/J. ~~ .~~/l1 /7,(S~ Address . .. I' _._. ~ .< .. '~"-_oL""''''= ._ _.~ '..~ ',_ ..' _L _ Acknowledgment and Affidavit Commonwealth of Pennsylvania: : SS: County of Cumberland We, John H. Alleman, the testator in and the undersigned witnesses to the will, the foregoi~g instrument, who have signed the instrument, having been qualified according to law do deppse and say: (a) that I, the testator, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; an~ (b) that we, the witnesses, were present and saw the testator sign and execute the instrument as his will, that he signed it willingly and 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 th~ will as a witness and that to the best of our knowledge the testator was at the time 18 or more ~ears of age, of sound mind and under no constraint or undue influence. \L\\~~~ Testator ~ 111. l~~ Witness r ~~~, Witness ~~~ -- '-. Notarial Seal H. Anthony Adams, Notary Public Shippensburg Boro, Cumberland County My Commission Expires May 15, 2006 ~1ember, PennsylVania Association of Notaries COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE REV-1502 EX + (6-98) ESTATE OF FILE NUMBER John H. Alleman 21 04 780 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at v.tlich property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION NUMBER 1. Real estate known as 130 Jumper Road, Newburg, Hopewell Township, Cumberland County, recorded in Cumberland County Deed Book D 30, Page 492 and Book 71, Page 91. Exhibit attached. VALUE AT DATE OF DEAlIH I 6t, 100.00 3W4695 1000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 67,100.00 T Prepared for Estate of John H. Alleman By Rhea Foust GRI .-. ~ ~ .,,, i Comparative Market Analysis To establish top market value of 130 Jumper Road Prepared for Estate of John H. Alleman Rhea Foust GRI , . '~ ~ .. :, I THIS ANALYSIS HAS NOT BEEN PERFORMED IN ACCORDANCE WITH THE UNIFORM STANDARDS OF PROFESSIONAL AP=SAL PRACTICE WHICH REQUIRE VALUERS TO ACT AS UNBIASED, IS INTERESTED THIRD PARTIES WITH IMPARTIALITY, OBJECT Y AND INDEPENDENCE AND WITHOUT ACCOMMODATION OF PERSONAL INTEREST. IT IS NOT TO BE CONSTRUED AS AN APP AL AND MAY NOT BE USED AS SUCH FOR ANY PURPOSE. Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI Company Resume RElMAX Realty Agency, Inc. Highest producing real estate company -. . RVA\ ~M~ .. . For years our company has been highly respected in your community by offering professional services tOI all of our customers. Our dedicated Real Estate Professionals working together make a powerful sales force that has the high,st production per agent than any other office in the area. The outstanding performance of our office is based on our Corporate Mission, which is also a very effectiv~ philosophy for life: "Autograph Your Work with Excellence!" Many companies have tlied to imitate our success, but they just can't duplicate our people. We are committed to serving you with honesty and integrity. We stand committed to these ideals becau~e we're not in it for the fast sale, we want you to be our customer FOR LIFE! : Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI Preparing Your Home 11 -- 1<Ef~ ,,;~ .. . With buyers, first impressions count A small investment in time and money will give your home an edg~ <J\fer other listings in the area when the time comes to show it to a prospective buyer. Here are some suggestions that will help you to get top market value: General Maintenance Oil squeaky doors Tighten doorknobs Replace burned out lights Clean and repair windows Touch up chipped paint Repair cracked plaster Repair leaking taps and toilets Curb Appeal Cut lawns Trim shrubs and lawns Weed and edge gardens Pick up any litter Clear walk and driveway of leaves Repair gutters and eaves Touch up exterior paint Spic and Span Shampoo carpets Clean washer, dryer, and tubs Clean furnace Clean fridge and stove Clean and freshen bathrooms The Buying Atmosphere Be absent during showings Turn on all lights Light fireplace Open drapes in the day time Play quiet background music Keep pets outdoors The First Impression Clean and tidy entrance Functional doorbell Polish door hardware The SpaCious Look Clear stairs and halls Store ex cess furniture Clear counters and stove Make closets neat and tidy Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI --- I<EIA\ ~ .. w Market Analysis Explanation The correct selling price of a home is the highest price the market will bear. To assist you in determining ~he correct asking price we have provided you with a comprehensive market analysis of comparable propertieS that have been recently offered for sale in your neighborhood. This analysis is based strictly on homes that can be considered similar to yours, and has been specially! prepared for you CNer the last few days. This 'Comprehensive' property analysis is divided into four categories: 1 . Similar properties that are currently listed 2. Similar properties that have recently sold 3. Similar properties that have sales pending 4. Similar properties that failed to sell By carefully stUdying the comparable property locations, features, and the terms under which they are offered, we can develop a clear picture of the potential market for your property. By looking at the properties currently listed, we can see exactly what alternatives a serious buyer has to choose from. We can be certain that we are not under pricing the property. By looking at similar properties recently sold, we can see what homeowners have actually received CNer the last few months. This is the acid test that is used by lending institutions to determine how much they will be ~lIing to lend a buyer for your home. While we naturally want top market value for the home, we can agree that there's a point where the price WOuld be too high. By looking at homes that didn't sell, we can accurately determine that price point and be careful not to get too close to it. By doing our homework diligently, we can get maximum dollars in a reasonab~ short period of time. Each office independently owned and operated. If working with a Realtor, please disregard. I' Prepared for Estate of John H. Alleman By Rhea Foust GRI -- R&'A\ ~ .. . Comparable Properties Subject Property Address SqFt lot size Style Bed Bath Parking list Price Sale Price $/Sqft! OOM 130 Jumper Road 672 1.94 Rancher 2 1 Single 0 Comparable Properties Average for com parable type list Price Sale Price $/Sqft! OOM Current listings $87,833 $1161 65 Recent sales $70,550 $67,100 $84\ 107 Pending sales $89,900 122 Expired listings $90,000 812 Address SqFt lot size Style Bed Bath Parking list Price Sale Price $/Sqft! OOM Current listings 8680 Oakdale, 0.75 Rancher 1 2 1 $79,500 49 2062 Woodstock 768 0.70 Rancher 1 2 1 21 $97,500 $127! 96 Rancher 1 2 1/0 $86,500 ! 202 Means Hollow 821 0.16 $105! 50 Recent sales 795 Mickey Inn, 675 0.34 Cottage 1 2 1 2 1 Attached $49,900 $49,000 $73: 90 210 Lurgan, 920 0.20 Rancher 1 2 1/0 $89,900 $88,500 $961 99 5480 Cumberland, o 0.17 Rancher 1 2 1 $67,500 $56,000 78 104 Springhouse, 0.21 Rancher 1 2 1 $74,900 $74,900 164 Pending sales 472 Siloam, 750 0.75 Rancher I 2 1 $89,900 122 Expired listings 3274 Stillhouse 1.84 Cottage 1 2 1 $90,000 812 Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI Map of All Comparable Properties '\ ( /'? (c) ?UlJ.~eifH CD! ~ Ap\)rox ~2,1 mtles ;_~(:m;>~. Current listing (Cl1) - 2062 Woodstock Road, Chambersburg, PA - $97,500 Current listing (CL2) - 202 Means Hollow Road, Shippensburg, PA - $86,500 Recent sale (RS1) - 795 Mickey Inn, Chambersburg, PA - $49,000 Recent sale (RS2) - 210 lurgan, Shippensburg, PA - $88,500 Recent sale (RS3) - 5480 Cumberland, Chambersburg, PA - $56,000 Recent sale (RS4) - 104 Springhouse, Shippensburg, PA - $74,900 Pending sale (PS1) - 472 Siloam, Chambersburg, PA - $0 Expired listing (El1) - 3274 Stillhouse Hollow Road, Shippensburg, PA - $90,000 Each office independently owned and operated. If working with a Realtor, please disregard. -, RE~ ~ .. ~ 11 Prepared for Estate of John H. Alleman By Rhea Foust GRI -- REI"" ~ .. W1~" . Current Listings Subject Property Address SqFt Lot size Style Bed Bath Parking list Price $/Sqft l.ooM 130 Jumper Road 672 1.94 Rancher 2 1 Single 0 Current Listings Address SqFt Lot size Style Bed Bath Parking list Price $ISqft 100M Average: $87,833 $1161 65 8680 Oakdale, 0.75 Rancher 1 2 1 $79,500 49 2062 Woodstock 7680.70 Rancher 1 2 121 $97,500 $1271 96 202 Means Hollow 8210.16 Rancher 1 2 1/0 $86 ,500 $105\ 50 Each office ,ndependently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI Current Listings 8680 Oakdale, 2062 Woodstock Road, 202 Means Hollow Franklin $79,500 Franklin $97,500 Franklin $86,500 Style Rancher I Style Rancher I Style Rancher / List $/Sqft List$/Sqft $127 List$/Sqft $105 Square Ft Square Ft 768 SquareFt 821 Bedrooms 2 Bedrooms 2 Bedrooms 2 Baths 1 Baths 1 Baths 1/0 Parking Parking 2 / Detached Parking Taxes $231 Taxes $700 Taxes $900 List Date 9/1/2004 List Date 7/1612004 List Date 8/31/2004 DOM 49 DOM 96 DOM 50 Age 54 Age 64 Age 55 Lot Size 0.75 Lot Size 0.70 Lot Size 0.16 Levels 1 Levels 1 Levels 1 Features: Parking: Features: Parking: Features: Prop Condition: Drvwy/Off Str, Other Room: Drvwy/Off Str, Free, Shows Well, Living Room,Dining Garage, Other Room: WindowlDoor: Screens, Room, Bedroom- Living Room, Bedroom- Storm Door(s), Storm Second, Kitchen,Bedroom- Master, Bedroom- Windows, Parking: Comments: Great Country Comments: This Cozy Comments: Quiet, No Living Begin Here In This Horn e Is On A Large Lot Outlet Street, First Floor Affordable Ranch Home With Full Basement. The Laundry, 8x12 Building That Features Kitchen, House Has ANew With Electridty, Shelving In Dining Room, 2 Brs, Full Roof, Electrical System And Bathroom Conveys, Bath, Laundry Room, Is Beautifully Landscaped, Draperies Convey, Home Updated Roof, Utility Barn, WithA2 Car Garage AndA In Excellent Condition. Each office independently owned and operated. If working with a Realtor, please disregard. I' -., iWA\ ~ '. . Prepared for Estate of John H. Alleman By Rhea Foust GRI -. REfA\ ~ti .. . Recent Sales Subject Property Address SqFt Lot size Style Bed Bath Parking Sale Price $/Sqft pOM 130 Jumper Road 672 1.94 Rancher 2 1 Single 0 Recent Sales Address SqFt Lot size Style Bed Bath Parking Sale Price $/Sqft DOM Average: $67,100 $84 107 795 Mickey Inn, 675 0.34 Cottage / 2 12/ $49,000 $73 90 210 Lurgan, 920 0.2 0 Rancher / 2 1/0 $88,500 $96 99 5480 Cumberland, 00.17 Rancher / 2 1 $56,000 78 104 Spring house, 0.21 Rancher / 2 1 $74,900 164 Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI - fWA\ ~ .. . Recent Sales 795 Mickey Inn, 210 Lurgan, 5480 Cumberland, 104 Springhouse,! .. Franklin $49,000 Franklin $88,500 Franklin $56,000 Cumberlan $74,9QO Style Cottage 1 Style Rancher 1 Style Rancher 1 Style Rancher 1 List Price $49,900 List Price $89,900 Ust Price $67,500 List Price $74,90b List $/Sqft $74 Ust $ISqrt $98 list $I5qft list $/Sqft Square Ft 675 Square Ft 920 Square A 0 Square Ft Bedrooms 2 Bedrooms 2 Bedrooms 2 Bedrooms 2 Baths 1 Baths 1/0 Baths 1 Baths 1 Parking 2 / Attached Parking Parking Parking Taxes Taxes $899 Taxes $543 Taxes $955 Sale Date 8/412004 Sale Date 1/2812004 Sale Date 10/21/2003 Sale Date 4/2912004 Sale $/Sqft $73 Sale $I5qft $96 Sale $ISqft Sale $/Sqft DOM 90 DOM 99 DOM 78 DOM 164 Age 69 Age 54 Age 54 Age 29 Lot Size 0.34 Lot Size 0.20 Lot Size 0.17 Lot Size 0.21 Levels 1 Levels 1 Levels 1 Levels 1 Features: Parking: Features: Parking: Carport, Features: Prop Condition: Features: Prop Con~ition: Drvwy/Off Str, Garage, Other Room: Living Needs work, Shows Well, Parkin~: Other Room: Living Room, Bedroom- WindowlDoor: Storm Drvwy/Off Str, Other ~oom: Room, Bedroom- Master, Bedroom- Windows, Parking: LivingRoom,Dining' Comments: Heating Comments: Nice Comments: 5 Room Comments: System Is 2 Free Standing Opportunity For Retiree Or Rancher Located In Sunrm.HeatedlAir C6nd. Oil Stoves. Front And Back Starter Home! Could Use Greenvil/age. Needs A Ltc. Fan Inbrm Can Pullin Heat Porch Both Enclosed. Some New Carpet Or Convenient To Major From Sunrm..Separ~te Stream Beind Home., Painting. Great Location Highways & Shopping. Bldg.Would Make Ni~e Elementary Schl: Call Near Rine Village. 10x14 Shop Liv.Rm/Din R~. Each office independently owned and operated. If working with a Realtor, please disregard. I' Prepared for Estate of John H. Alleman By Rhea Foust GRI ..-.. IWA\ ~ .. ~" Pending Sales Subject Property Address 130 Jumper Road SqFt Lot size Style 672 1.94 Rancher Bed Bath Parking 2 1 Single Sale Price $ISqft DOM ! o Pending Sales 7500.75 Rancher I 2 1 Sale Price $ISqft POM 122 122 Address Average: 472 Siloam, SqFt Lot size Style Bed Bath Parking Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI Pending Sales 472 Siloam, Franklin Style List Price List $/Sqft Square Ft Bedrooms Baths Parking Taxes Sale Date Sale $/Sqft DOM Age Lot Size Levels 't.:A.'~ Rancher 1 $89,900 $120 750 2 1 $426 1 0/29/2004 122 54 0.75 1 Features: Parking: Drvwy/Off Str, Other Room: Living Room, Bedroom- Master, Bedroom- Comments: *please Don't Let Puppy Out Of Cage When Showing* New Furnace In 2002 And New Roof In 2003! Hardwood Floors. Large Unfinished Each office independently owned and operated. If working with a Realtor, please disregard. l' -- i(E!A\ ~-.... ", Rft~l1~ .. ,'" Expired Listings Address 130 Jumper Road Address Average: 3274 Stillhouse Prepared for Estate of John H. Alleman By Rhea Foust GRI Subject Property SqFt Lot size Style 672 1.94 Rancher Bed Bath Parking 2 1 Single SqFt Lot size Style Expired Listings Bed Bath Parking 1.84 Cottage / 2 1 Each office independently owned and operated. If working with a Realtor, please disregard. _. iW~ ~ '" ~. List Price $/Sqft 100M o List Price $/Sqft pOM $90,000 ! 812 $90,000 812 Prepared for Estate of John H. Alleman By Rhea Foust GRI Expired Listings 3274 Stillhouse Hollow Franklin $90,000 Cottage I style List $/Sqft Square Ft Bedrooms 2 Baths 1 Parking Taxes List Date DOM Age Lot Size Levels $1,015 7/31/2002 812 39 1.84 2 Features: Prop Condition: Shows Well, Parking: Covered Parking, DrvwylOff Str, Other Room: Livi ng Room,Dining Comments: This Cottage Borders State Forest Land With Spring Fed Stream. Has A32 X 161n Ground Pool WithA48 X35 Enclosed Pavillion Has Fireplace, Electric Each office independently owned and operated. If working with a Realtor, please disregard. ~- W~ ~~ .. II Prepared for Estate of John H. Alleman By Rhea Foust GRI - iW~ ~1i .. . Property Adjustments Address 130 Jumper Road 795 Mickey Inn, 210 Lurgan, 5480 Cumberland, 1 04 Spring~ouse, Cham bersburg, Shippensburg, PA Chambersburg, Shippensburg, PA Square Feet 672 675 920 0 Lot Size 1.94 0.34 0.20 0.17 0.21 Style Rancher Cottage / Detached Rancher / Rancher / Rancher / Detached Detached Detached Bedrooms 2 2 2 2 2 Baths 1 1 1/0 1 1 Parking Single Garage 2 / Attached Comments Cozy ranch style Heating System Is Nice Opportunity 5 Room Rancher Sunrm.Heat,d1Air home on nice 2 Free Standing Oil For Retiree Or Located In Condo Fan I~brm wooded lot. Stoves. Front And Starter Home! Greenvillage. Can Pullin Heat Back Porch Both Could Use Some Needs AUc. From Enclosed. Stream New Carpet Or Convenient To Sunrm..Sep~rate List Price $49,900 $89,900 $67,500 $74,900 Sale Price $49,000 $88,500 $56,000 $74,900 Adjustments $14,995 ($1,923) $15,746 $17,437 Totals. Adjusted Sale $63,995 $86,577 $71,746 $92,337 Price . Adjustment 2 car garage Basement Basem ent Central air details ($1,500) ($5,000) ($5,000) ($3,000) Land Garage Garage Garage $16,495 $2,500 $2,500 $2,500 Land Land Land $17,937 $18,246 $17,937 Sq footage ($17,360) Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI -. RV...,.., ~ .. . Average Selling Price Average Selling Price $99,000 $90,000 $81 ,000 $72,000 $63,000 $54,000 $45,000 $36,000 $27,000 $18,000 $9,000 $0 Average Da~ I on Market i -1- ~93 , , ~12 t31 Each office independently owned and operated. If working with a Realtor, please disregard. f50 $68 I 487 i 106 ~25 *44 162 $1 ~ Prepared for Estate of John H. Alleman By Rhea Foust GRI Price Recommendation The recommended list price is based on comparable properties that have recently sold in your area. Recommended List Price: $88,500 Average Sale Price: $67,100 ,.-. iW.Il\ ~ .. . A home priced at market value will attract more buyers than a home priced above market value. Also cohsider that a home priced competitively will attract a greater number of potential buyers and increase your cha*es for a quick sale. I look forward to working together with you to get your home sold as soon as possible. Each office independently owned and operated. If working with a Realtor, please disregard. Prepared for Estate of John H. Alleman By Rhea Foust GRI -- REI/Jo\ ~ .. . Our Commitment to You 1) ACCURATE EVALUATION The correct selling price of a home is the highest price that the market will bear. To assist you in dete~ining the correct asking price we provide you with a comprehensive market analysis of comparable properties $old and offered for sale in your neighborhood. i 2) PROFESSIONAL ADVICE , We will advise you of any necessary repairs and how you may best prepare your home for showing. Yo~ will be kept up to date on the state of the market, the sale of similar properties and any other factors which may affect the progress of the sale. I 3) PROMOTION OF YOUR HOME TO OTHER REALTORS The major selling points of your home will be distributed to other real estate firms throughout the commurity. 4) SIGNAGE The highly respected RE1MAX Realty Agency, Inc. advertises your property 24 hours a day. 5) NOTIFY PURCHASERS We will use our advanced computer system to identify people who have been looking for homes in your neighborhood. They will be contacted and given the details of your property. 6) OPEN HOUSES If appropriate, open houses will be arranged and held during reasonable hours. 7) ADVERTISING We will advertise your home in appropriate publications and communicate our results to you. 8) PROGRESS REPORT Every step in the sales effort will be documented. Our Progress Report will keep you up to date. 9) PRE-APPROVED MORTGAGES AND FINANCING GUIDANCE We offer pre-approved mortgages which encourage buyers by letting them know the mortgage potential i~ advance . Your RE1MAX Realty Agency. I nc. representative will provide professional financing guidance tq both the buyer and the seller. Each office independently owned and operated. If working with a Realtor, please disregard. REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF John H. Alleman FILE NUMBER 21 04 780 Include the proceeds of litigation and the date the proceeds were received by the estate_ All property jointiy-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEA Tt-l 1 1993 Ford Coupe Automobile, VIN KNJPT05H5N6116817, at gross sale price 800.00 2 Adams Electric Cooperative, Inc., capital credit 12.72 3 Brady G. Alleman, reimbursement of real estate taxes Reimbursement of real estate taxes 368.01 4 Certificate of Deposit #031003910580321 at M & T Bank Exhibit attached. 12,078.08 5 Checking account #492396 at M & T Bank Exhibit attached. 10,024.97 6 July annuity payment 379.76 7 July Social Security payment 863.00 8 Mahogany finish arm rocker specifically bequeathed to Denise Alleman, Item FIRST, at appraised value Exhibit attached. 110.00 9 Refund, Meredith Publications, subscription 14.09 10 Miscellaneous deposit by family 2.50 11 Personal Property at gross sale price Exhibit attached. 7,927.50 12 Refund automobile insurance, Nationwide Insurance 75.50 13 Refund homeowner's insurance, Nationwide 98.00 Total from continuation schedules 5,788.31 3W46AD 1.000 ~8,542.44 TOTAL (Also enter on line 5 Recaoitulationl $ (If more space is needed, insert additional sheets of the same size) Estate of: John H. Alleman 186-34-2366 Schedule E (Page 2) Item No. Description Value at Date of Death 14 Refund, Collectible Automobile subscription 13.31 15 Refund, Consumer Report subscription 8.31 16 Refund, Country Living subscription 5.49 17 Refund, Hershey Medical Center 20.00 18 Refund, MBNA credit card 29.15 19 Refund, Meredith Publications, magazine subscription 9.99 20 Refund, National Geographic subscription 39.58 21 Refund, National West, magazine subscription 35.35 22 Refund, New Cobra 0.01 23 Refund, Publishers Choice subscription 10.00 24 Refund, Sprint 19.06 25 Refund, The Advocate, subscription 7.32 26 Savings account #015004198390278 at M & T Bank Exhibit attached. 5,455.74 27 September 2, 2004 miscellaneous deposit by family 135.00 Total (Carry forward to main schedule) 5,788.31 .- I!M&rBank 499 Mitchell Road, MilIsboro, DE 19%6 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 September 24, 2004 Patterson & Kiersz, P. C. Attorneys At Law 239-B East Main Street Waynesboro, PA 17268-1681 Re: Estate of" John H Alleman Social Securitv: 186-34-2366 Date of Death: AUflust 7. 2004 Dear Sir or Madam: Per your inquiry dated September 13, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 492396 Ownership (Names oj) John H Alleman Opening Date 3/16/81 Balance on Date of Death $10,024.97 Accrued Interest $ 0.00 Total $10,024.97 2. Type of Account Savings Account Account Number 015004198390278 Ownership (Names oj) John H Alleman Opening Date 2/16/01 closed 8/30/04 Balance on Date of Death $5,454. 71 Accrued Interest $ 1.03 Total $5,4~5. 74. l 11 3. Type of Account Certificate of Deposit Account Number 031003910580321 Ownership (Names oj) John H Alleman Opening Date 12/9/99 closed 8/30/04 Balance on Date of Death $11,963.04 $ 115.04 Accrued Interest Total $12,078.08 Please be advised, there was no safe deposit box found for the above decedent. For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Third Street Office # 717-267-7650. Sincerely, .- /ie',? Cic~ Nancy Clagett Records Management #' Z7Bi:' I?~ j}, At..l- €/VI. Ir.v .Jl 7 '}}1 e C i{ L J.. c:d f.I RcL S_h I /)f ~rv->' iJ CI Frf / (!4, FINAL SETTLEMENT - , A h "J jj ^ '-I- It:? /1''1 A AJ SELLER NAME '-oJ'v ,1../ r' . /7 ADDRESS 13 tJ Jk.h1 P.R 2 S21 cj-i DATE OF SALE /~/ ;yIO~/ PHONE5j'~4 h85S '1 ZIP /1025'7 AUCTIONEER PHONE J.3 ;.l. ... f6~ ? I II ) PROFESSIONAL FEES 9 t'/.(' 7/~' VC/ CASH $ AUCTIONEER $ CLERK $ CHECKS $ CASHIER $ OTHER RECEIPTS OTHER EXPENSES $ 81.]) J- $ / Is:. 0 iJ $ IJ v f':?rt $ .273,PS $ fl..c'; t'. .-::J () 6 v)......l-ijt. S g. S tJ ty,. .'tM /-.. ~ tJ (') ~\; q.e"o $ $ $ $ $ $ $ $ $ $ $ $ $ TOTAL RECEIPTS $ 7'27. S"v $ LESS TOTAL EXPENSES $ 1/61.YS (TOTAl EXPENSES $ /It/. fJ") NET PROCEEDS PAYABLE TO SELLER $ I (or we), the seller, occept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and property sold on the above date. I accept all responsibility for providing merc table title to all goods, and property sold, and for delivery of title to the purchaser. x -/-fd~Y.~ ~':h1Date r-tn"'$j~CKJi/ (Seller's Signature) Date Date (Seller's Signature) /~<1:,~,:'>tYmillIi~131E:71!hfii\1t;.::!!::::;':::c~::':;:j!! H. ) I" I "~I [ · ] " ~'l' j :,., II j : I'] ;I :.l =I " I " l- "1'. a.' I, 1 " I r. , DEPARTMENT OF TRANSPORTATION CERTIFICATE OF TITLE FOR A VEHICLE 93270COS2003080-001 KNJPT05HSN6116817 92 FORD 46373957602 AL VEH!CLE :DErHWICATiUN NUMBER YEAR MAKE OF VEHICLE TITLE NUMBER CP o BOllY T'i PE our SEAT CAP I UNLADEN WEIGHT I GVWR GCWR TITLE BRANDS I MD I 10/07/93 009375 0 PRIOR TITLE STATE DOOM. PRCCD, DATE aoOM MILES DOOM. STATUS 7/26/93 10/07/93 DATE PA TITLED DATE OF ISSUE ODOMETER STATUS o ACTUAL MILEAGE 1- MilEAGE EXCEEDS THE MECHANICAL LIMITS 2 NOT THE ACTUAL MILEAGE 3 ~ NOT THE ACTUAL MILEAGE-ODOMETER TAMPERING VERIFIED 4 ~ EXEMPT FROM ODOMETER DISCLOSURE r.~EGISTE:RED OWNEFl(S) TITLE BRANDS A = ANTIQUE VEHICLE C = CLASSIC VEHICLE F = OUT OF COUNTRY G - ORIGINAllY MFG!). FOR NON-U.S DISTRIBUTION H '" AGRICULTURAL VEHICLE L = lOGGING VEHICLE P = FORMERLY A POLICE VEHICLE R = RECONSTRUCTED S = STREET ROO T = RECOVERED THEFT VEH1CLE V = VEHICLE CONTAINS REISSUED VIN X = FORMERLY A TAX! JOHN H ALLE~1AN 130 JUMPER ROAD NEWBURG PA 17240 FiRST LIEN FAVOR OF SECOND LIEN FAVOR OF CHAMBERSBURG ;t.RUSl"/i..O ~namDerSOUrg, I rus \.10.', Chambersburg.., PAJ 72.01_ FIRS] LIEN ,^ELEASED ex::) ,..01[ -~ ~ o " 'DA~ t) \. A XuUu..A, AUTHORIZED REPRESENTATIVE ~ If a second lienholder is listed, upon satisfaction of the first lien, the first lienholder must forward this Title to the Bureau of Motor Vehicles with the appropriate form and fee BY SECOND LIEN RELEASED DATE \1!\ILlNG ;'.DORr;s.s BY AUTHORIZED REPRESENTATIVE CHAMBERSBURG TRUST CO PO BOX C 1490 MAIN ST CHAM5ERSEURG PA 17201 HOWARD YERUSALIM I. .;~. ".,,,,.,, ~;, d "'~.'! -1 <( w (j) VE:AP 3TAE ZIP PURCHASE PRICE OR DIN ~ PURCHASER SIGhlATURE CO.PURCHASER SIGNATURE -1 <( W (j) SIGNATURE ,]F SELLER PLJfiljIA.SEFi OR FULL [;u:'"rhESS NAME '(j-f'LJPCHASEr; ""lREE-: .:.. i:.; I~~ r;: I: :.:;;:; SUBSCRIBED AND SWDR'J ro BEFORE I,1E ZIP PURCHASE PRICE OR DIN I, ~ ( , ~,i>', ,tAH ~ pur;UIASER SIGNATURE --l <l: J..I :J) SIGNATURE OF SELLER I~UHI.>~ASER OR FULL 13USII~ESS NM.1E Cf;" PURCHASER SH,FET ADDm: SS SUBSCRiBeD ,A,ND S\fj(JF'~ 10 F3EF08E ME 1,1() rlAi ':=N~ '~T;d [ ZIP PURCHASE PRICE OR DIN ~ ~ :J) I PURC'jASER SIC;~JATLJR[ ~IGNMURE ~.[L!..J::R ";lUE:ri Ml"''::T HANO';'RINT IJAME HERI:: o CHECK HERE IF APPLICATION FOR DEALER TITLE AND COMPLETE SECTION D. TITLING FEES $ :b- r- r- C/) rn r- r- rn :0 C/) C/) G) <: :b- e! :0 rn C/) o <: :i! en C/) 6 rn ;;: c: C/) .., OJ rn <: o ~ :0 N rn p C/) G) <: o <: r- -< :2: :i! rn " :0 rn C/) rn <: () rn o ." :b- <: o ." ." (') rn :0 rn ;;: " o < rn :0 rn CJ o :b- CJ ;;: :2: en iii :0 ~ :t C/J 'E OR PRINT) CertlficZl\e 0\ Title must be submitted within 20 days. unless the purchaser is a registered dealer holding the vehicle for resale. WARN I NG - ~6DC~~~\~~~ ~T~TpER~)~;;'D'iN~~~~cs~HS~TYEO~E~~A1EAJ~~~G~~~2~i~E9,orNNJiS~q~~'11'6~~~J~ANSFER OF OWNERSHIP. FAILURE LAST Jf:, .,,,=-S. T M I ASSIGNMENT OF TITLE- . !-'UFlCH,A.$ER OR FULL RUSINESS NAME ~af1 :Q[Li'~' D -l <( w (j) 1.0 the best of my/our knowledge thAt the ')dnrnet('r reading IS TENrHS ___, ___ X mllf'S iHl(j reflects 1hG I!lless one of tile 10110w'[1g hoxes IS cr,en<ou O Rf-'IIf'-cts thE' :'Imount a' :11 e~cess ::;1 Its mec!l:,nlcal jiWe further certify nlat Lr,e vehl(:l€ IS ~ref'; CJt enc:ul1",br"nc~ .)ileJ th;,( ownership is hereby transferred to Ule personlsl or ,iW (I('ale( listed PURCHASER OR FUll BUSil__ESS NAME CO-FUFiC~iA5t::R S,REE1 ADDRESS CiTY SUBSCRIBED AND SWORN TO BEFORE ME DAY YEAR STA1E ZIP PURCHASE PRICE OR DIN MG ~ ':;ICi~JA1I)e;E (,~ "'Eli~(JN ADMI~:I:,Tf';iil.l PURCl-lASER SIGNATURE CO.PURCHASER SIGNATURE -l <( W (j) I-'URCHASER AND/OR GO. PURCHASER MUS1 HANDPRINT ~JAME HER SIGNATURE OF Sn.LER ~~EllER I>i1UST HANDPRINT NAME HERE RE-ASSIGNMENT OF TITlE BY REGISTERED DEALER- ' g.f~~~a~~~~!iQ! a registered dealer SectIon 0 on the Iront 01 this lorm must ,/ Ne certify to ti,e besl of my/our klowledge that the odometer readfllg '5 TU.TflS ___,___ X ITIlle:S,lI1(J Ih... ri[I],' Iniess one ')1 the following boy_es IS checked DR. cllects (he dllO'.lfIt of t'ldecHjP 0 10 N.OT '11(' 11 excess or Its mechnnlcal !lnlltS '/IJ:.r,NIf\.ie; liWe further ceftdy th<\t the vehlcle;s l~(.e o! "ny ,,"f"lcumbr<:\ncl; ::\nrl :\lal own",rSrq.j IS n8reb'l ImnsferrecJ to the person(sl or the dealer listecl LAST FIRST ,""URCHA5ER OR FULL BUSINESS NAME CO-PURCHASE;:; STREET ,b..DDRESS CITY SUBSCRIBED AND SWORN TO BEFORE ME DAY YEAR STATE ZIP PURCHASE PRICE OR DIN MO ~ SIGNAl L,RE ')F P~PS0N ADMI~JISTEtilN', O"TH PURCHASER SIGNATURE LC.<>\J..r.;H,,~!:R S!CiNAlliHE ...J <l: W U) PURCHASER AND/OR CO-PURCHASER MUST HANDPRINT NAME:. HERE SIGNATURE OF SELLER to th~ b<:,st ,')f my/our knowlpdqf~ that the Gdornf,t8r reading IS TErHhS . _ _ _ , ___ X rnll~s ~Jfl(t rdl,"Us ;,d'.J.11 :)1f1pcl:;r~ r)l the 'jdllCle rnless 'JI1',' 0f the following 00;:1';$ 's ChE't:kf'ri O Rf'ofl,p,cts the :u110un! of mil8<1C1u 111 'JXC8SS 01 11~ Illech~lnlc;)1 :1:l"1IIS fll!ther r:ertlfy IIIi'll thl~ 'Jehlcl,_' ,s Iree u! -jllY to the pefSO(\(:'-,\ Of \h>.J de<.>.I\:'.f '.\sled I'LJI"'lCHASER OR FULL BUSllJESS NAI.r1E CO. PURCHASER STREET ADDRE 55 CITY SUBSCRIBED AND SWORN TO BEFORE ME MIJ DAY JcAf.."J STArE ZIP PURCHASE PRICE OR DIN ~ i.l.h\lt.bl<':'~IT-Il) I_d.ll' PURCHASER SIGNATURE cO.PUnC~1ASEr~ ~il(1NATUf-lE ...J <( L1.I U) i'\J;~c.H1-,SEn AND/OR CO-PURCHASER MUST itA NOPf-?/f17 ~JAM HER- SI(,NAIUHr: ur ~.ELlER '-:ll._i..Lh 1,,1IJ,:,T H:'NDl--'nl'H !lAME HERE o CHECK HERE IF APPLICATION FOR DEALER TITLE AND COMPLETE SECTION D. TITLING FEES $- M.I :h r-- r-- C/) en r-- r-- I'll ::0 C/) C/) G) <: :h --! c:: ::0 en C/) 0 <: --! :t Vi C/) is en ~ c:: C/) --! IJJ I'll <: 0 S;; ::0 N en I:J C/) G) <: 0 <: r-- -< ~ --! :t en '"tJ ::0 I'll C/) I'll <: ('] I'll 0 ." :h <: 0 i1 0 en ::0 I'll ~ '"tJ 0 ~ ::0 I'll CJ Ci :h CJ .~ ;::: ~ Vi ni ::0 ~ :i! C/) tlUHt:AU Ut- MUIUK VI:HIc.;LI:~ I:i..;..~(...m,..'"\.:tci HARRISBURG. PA 17106-8593 MV-4ST (5-00) !Z w ::E z " iii ~ ~ ATTACH PA TITLE - INSTRUCTIONS FOR THIS FORM ARE INCLUDED ON MV-1A - TYPE OR PRINT MAKE CHECK PAYABLE TO COMMONWEALTH OF PENNSYLVANIA I No.5582718 I A. , .11 tnL~ N?~E~A?J0 5A7C~OT~ (rr~~r;Cr~NRP.5 rvlP lIU~)~ ~::::N . M~. YEAR Llr1 Mflm17'~ () I ~ rYJ ()T) PURCHASE PRICE (See note on reverse) w -' () ;: w > . LESS TRADE-IN D FAIR D POOR MIDDLE INITIAL . B. LhNJ7;M~Sj)S NAME) CO-SELLER ~ ~o/~li~~a~rDue l) r, ;r:'-- M.;;, ngre on reversel ';( ~ J I t~E IN~TIAL Igtft~ffJ~OtJ ~ ~-- ~ . nTY,c )ODE 'Y\~. . ~ 1,..........1 2 Title Fee rJ;i.. -;-j . . :J1Jf)Mn 4<}\ TAXABLE AMOUNT . . . c. LASTIN1ME (OR FULL BUSIN~~ME) --E. LFIRST NAME cJ..d(Jy f"M:(L Jr ~ rJ,)n CO-PURCHASER a: ~ :I: ~ 7~,-~ \.~ m[ n ~ J nrn Ilc1-JLfLJ STATEro~ if~5/ REFER TO COUNTY CODES LISTING ON REVERSE SIDE OF PINK COPY 3. Lien Fee . . D. L~T NAM~ (dA FULL BUSINESS NAMfiJ) MIDDLE INITIAL I DATE ACOUIRED/ I PURCHASED FIRST NAME ~Reglstratlonor ' Processing Fee ) I T COUNTY CODE 5. Duplicate Reg . I Fee ~ No. of Cards_ . . !Z w a: ::E z w " ~ iii ~ () a: c ::> z 0- N C Z N E. ~c g~ ~g F. , a: OZ "'c ~~ !;i ()- ~~ " CO-PURCHASER STREET . CITY STATE ZIP CODE REFER TO COUNTY CODES LISTING ON REVERSE SIDE 6. Transfer Fee OF PINK COPY . . MAKE OF VEHICLE I VEHICLE IDENTIFICATION NUMBER I BODY TYPE (CP, TK, ETC.) I CONDITION o GOOD . 7. Increase Fee . . MODEL YEAR 8. Replacement Fee o FAIR o POOR . 9. ORIGINAL PLATE ../ Check One o PLATE TO BE ISSUED BY BUREAU (PROOF OF IN- SURANCE MUST BE AT- TACHED.) EXCHANGE PLATE TO BE ISSU~.o BY BUREAU TEMPORARY PLATE ISSUED BY FULL AGENT o TRANSFER OF PREVIOUSLY ISSUED PLATE o TRANSFER & RENEWAL OF PLATE o TRANSFER & REPLACEMENT OF PLATE o TRANSFER OF PLATE & REPLACEMENT OF STICKER 10. TOTAL PAID (Add 1 thru 8) . . Send One Check in This Amount 11.GRAND TOTAL (Add 9 & 10) . I REASON FOR REPLACEMENT D LOST D DEFACED D STQLEN I D NEVER RECEIVED (LOST IN MAIL) NOTE: If "NEVER RECEIVED" block is checked aoolicant must comnlete Form MV-44. IVIN . . o .0( EXPIRES Month Year TRANSFERRED FROM TITLE NO. G. SIGNATURE OF PERSON FROM ~SIGN HERE / WHOM PLATE IS BEING TRANS- FERRED (IF OTHER THAN APPLICANT) VEHICLE PURCHASED ~GV>""" /UNLADEN WEIGHT [REO. REG. GROSS WT I )%.Ei~~L~t~EI ,. f ) I ,INCLUDING LOAD ,.... INSURANCE COMPANY NA~E /_ [' B(). '"' I '^ \ /I I POLICY NO. (OR yn /J 1/11'l':'J/J Y ATTACHB~D~R) I CERTIFY THAT ON MONTH 1/ DAY YEAR ( ) l/ I HAVE CHECKED TO DETERMINE lHAT THE VEHICLE IS INSURED AND' ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPLICANT, IN COMPLIANCE WITH ALL APPLICABLE PROVISIONS OF THE VEHICLE CODE AND DEPARTMENT REGULATIONS. I/WE CERTIFY THAT I/WE HAVE EXAMINED AND SIGNED THIS FORM AFTER ITS COMPLETlclN AND THAT THE INFORM ION GIVEN IS TRUE AND CORRECT. IF AN EXEMPTION IS CLAIMED, THE PURCHASER FURTHER CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THIS EXEMPTION. I/WE AC NOWLEDGE THAT I/WE MAY LOSE MY/OUR OPERATING PRIVlLEGE(S) OR VEHICLE REGISTRATION(S) FOR FAILURE TO MAINTAIN FINANCIAL RESPONSIBILITY ON THE CU RENTLY REGISTERED VEHICLE FOR THE PERIOD OF REGISTRATION. IIWE ACKNOWLEDGE THAT I/WE MAY BE SUBJECT TO A FINE NOT EXCEEDING $5,000 AND IMPR" NMENT OF NOT MORE THAN TWO YEARS FOR ANY FALSE STATEMENT THAT I/WE MAKE ON THIS FORM. 1ST 1(~"l'~u~aSe~ign- ASSIGN- 'sion,ukr,' ",;,,4 MENT ~_.e of Co-Purchaser/Tille of Authob- Signer ISSUING AGENT INFOR- MATION I RELATIONSHIP TO APPLICANT /REO. REG. GROSS COMB. WI. (IF APPLICABLE) I POLICY EFFECTIVE POLICY EXPIRATION I I DATE DATE ISS1 "tl1()N~~!C)f"<, ,AG~:a ~- ~ J~N~ ShG~AT/Jl\ 1\J '} h~ 1/;( I l'm~'1 ~ z c !;i () ii: ~ w () TEL,ONE NUMBER ~/) 507)1/;).) ~Of~ ~A~~. a:lL si~eof~"~A.) #.d Signature of Seller f " Signature of Second Purchaser or Authorized Signer TELEPHONE NUMBER ( ) 2ND ASSIGN- MENT Signature of Co-Purchaser/Title of Authorized Signer Signature of Co-Seller H. z o ~~ ;::a: o ... ;!; NOTE: If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With Right of Survivorship" (On death of one owner, title goes to surviving owner.) CHECK HERE 0, Othetwise, the title will be issued as "Tenants in Common" (On death of one owner, interest of deceased owner goes to his/her heirs or estate), NOTE: IF THE VEHICLE IS TO BE USED AS A DAILY RENTAL OR LEASED VEHICLE, CHECK THIS BLOCK 0 . IF BLOCK IS CHECKED, COMPLETE AND ATTACH FORM MV-IL. I MESSENGER NUMBER: ... ,.... APPRAISAL OF PERSONAL PROPERTY OF THE EST ATE OF JOHN H. ALLEMAN. 130 JUMPER ROAD. SHIPPENSBURG. P A ON SEPTEMBER 21. 2004: Mahogany finish arm rocker $ 11 0.00 APPRAIL ./~ Dennis L. Gotshall, Auctioneer/Prop. Dan Hershey Auctioneering Service PA Lie. #AU-002306-L 3 Brown Road Shippensburg, P A 17257 7/7 - S 3;;Z - "fro '17 OMB No 2502 0265 Computer ann published by LAW DISKS, 734 Franklin A v Garden City NY 11530 -- 516-741-5740 A. U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT IIUD-I UNIFORM SETTLEMENT STATEMENT B. TYPE OF LOAN: I 6. File Number RR-23838, MAA-II32-HT I 7. Loan Number 8005033884 8. Mortgage Insurance Case Number C. Note: this form is fumished 10 give you a stalemenl of aclual seUlemenl cosls. Amounts paid 10 and by Ihe seulement agent are shown. lIems marked "(P.O.C.)" were paid oulside Ihe closing. They are shown here for informalional purposes and are not included in lhe lolals. Note: TIN = Taxpayer's Identification Number. D. Name and address of borrower Brady G. Alleman 155 Lesher Rd. Newburg, P A 17240 G. Property Localion 130 Jumper Road Newburg, Hopewell Township Cumberland County, P A E. Name, address and TIN of seller Estate of John II. Alleman c/o 20 W. Baltimore SI. GreencasUe, P A 17225-1408 II. SeUlemenl Agenl: name, address and TIN R. Thomas Murphy 25-1491484 Antielam Abslract Co. 20 Wesl Baltimore Street GreencasUe, P A 17225-1408 Place of Seulement 20 Wesl Baltimore Slreel, GreencasUe, PA 17225 J. SUMMARY OF BORROWER'S TRANSACTION 100 GROSS AMOUNT DUE FROM BORROWER: 10 I Contracl sales price 102 Personal property 103 Borrower seUlement charlles (Jine 1400) 104 105 60,000.00 1,962.91 Ad/ustments for items paid bv seller in advance 106 Co/twp taxes 107 School taxes In/OSlo 6/30/05 368.01 108 Assessments 109 110 III 112 120 GROSS AMOUNT DUE FROM 62,330.92 BORROWER 200 AMOUNTS PAID BY OR ON BEHALF OF BORROWER: 201 Deposit or eamesl money 202 Principal amount of new loan(s) 40,000.00 203 Existing loan(s) laken subjecllo 204 205 206 207 208 209 Adjustmellts for items unpaid by seller 210 City/lown taxes 211 County taxes 2 12 Assessments 213 214 215 216 2\7 218 219 220 TOTAL PAID BY/FOR BORROWER 40,000.00 ~/ 300 CASH AT SETTLEMENT FROMITO BORROWER 30 I Gross ami duefrom borrower (Ln 120) I 62,330.92 302 Less ami paid by/for borrower (Ln 220) I 40,000.00 303 CASIIIXI FROM BORROWER I 22,330.92 F. Name and address oflender PSECU I Credil Union Place Harrisburg, PA 17110,2990 I. Selllemenl Date: , January 7,2005 (iiJ 2:0~ P.M. , K. SUMMARY OF SELLER'S TIV.NSACTJON 400 GROSS AMOUNl' DUE TO SELLER: 40 I Conlracl sales price 402 Personal property 403 /?f'f04 . 405 60,000.00 , Adjustments for items paid by seller in advance 406 Co/lwp laxes ! 407 School taxes 1n/05 to 6/30/05 ' 408 Assessmenls i 409 410 411 412 420 368.01 GROSS AMOUNT DUE TO SELLER 60,368.01 , 500 REDUCTIONS IN AMOUNT DUE TO ~ ELLER 501 Excess deposil (see instructions) 502 SeUlement charges to seller (line 1400) 503 Existinllloan(s) laken subjecllo I 504 Payoff of first mortl!.alle loan I 505 Payoff of second mortgage loan 506 507 508 509 646.00 Adiustments for items l/llpoid b 510 City/town taxes 511 Counly laxes 512 Assessments 513 514 515 516 517 518 519 520 TOTAL REDUCTION IN AMOUNT DUE SELLER seller , 646.00 600 CASH A T SETTLEMENT TO/FROM SEI\LER 601 Gross amt due to seller (Ln 420) 602 Less reduction in amt due seller (520) , 603 CASIIIXJ TO SELLER I . 60,368.0 I 646.00 59,722.01 OSUDSTITUTE FORM 1099-5, Procteds rrom Rral EstAte TrulaCHQOs, Tn Yue 1004 SEU..ER STATEMENT; The inronnaliDfllX)fJ~incdln Blocks E. G,II, I and on line 401 (Pf j(linc 401 i~ ,..<<id:.cd,linc ~O:s ;Ilnd 4)4}is. import,ollllt infurm.iOfl .nd is beina furnished 10 the Internal Rcvcn~c Service. If you -.rc leqo.Ii,cd \0. rllc .. fttum, ~ nCjligcocc pcnahy.Ol' alhel J&1lI;lion may be:. impOJed on you j(thi. item i. 'cq~red 10 be repolled Ind, the: IRS dcufmincs thai it hu not been reponed. Jrlhisrcll estale was yool mam home. file FQlm 2119, Sale of Your Home,. wtlh Fonn t040 even ~rytIU ~.d a Ion or you did noC rcpl.~c your home. lEthe ,c:aljtSlilIC WIS fIO( )'~lt mAln home, r(porI the tranuttion on Form 4191, S.In ofSusinc.u Proper1y, fOfm 623i2, In..lImenl SIIe: Income, InlVor Schedule 0, form 1040, C'pl~al Glln~ ~d Lo.'~'_ You m~'l ~o"'lde: tbe: Settleme:nt "Btnt ~n Block .H) wlth)'~ C(IIlett lup.)'e:r idc.nlificalion number. IfyOl.l do nO! provide the. set.lle.ment ,se'" wilh your tofTect ~axpaycr ide-ntHicllion number, )'Ol.l ma)' be subJecl10 tlytl Of almlnal pc:tlllllu unposed by I...w, Unde:( pen_HieS of pelJury I (:CRlf'y Ihlllhc nUlnbCf shown on lhi, _"'lement is my WIlcd lup.)'er idcnlificllion numbu. (Sc:lIcr'ssill-llaIUlU) \ I L. SEITLEMENT CHARGES 700 TOTAL SALESIBROKER'S COMMISSION based on price S @ %- PAID FROM PAID FROM Division of Commission (line 700) as follows; BORROWER'S SELLER'S 701 $ to FUNDS AT FUNDS AT 702 $ to SEITLEMENT SETTLEMENT 703 Commission oaid at settlement 704 800 ITEMS PA YABLE IN CONNECTION WITH LOAN 801 Loan Origination fee % 802 Loan Discount % 803 ADOraisal Fee to , 804 Credit Reoort to 805 Lender's Insoection Fee 806 AODlication Fee to PSECU ($300.00 ooc) 807 Flood Cert Fee to PSECU , 10.00 808 Tax Service Fee to 809 Underwritin" Fee to PSECU 100.00 , 810 Document Preo Fee to PSECU 150.00 i 811 900 ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901 Interest from 1/7/05 to 1/31/05 ral$ 5.61 /day 140.41 902 Mortoaoe Insurance Premium for months to _./'..------ 903 Hazard Insurance Premium for vears to -?/;./ 904 years to 905 1000 RESERVES DEPOSITED WITH LENDER 1001 Hazard insurance months Iii! $ per month 1002 Mortoaoe insurance nremium for months @) $ ner month 1003 County oroperty taxes months @) $ per month 1004 School nronerty taxes monlhs @) $ per month 1005 Annual assessments months @) $ per month 1006 monlhs @) $ per month 1007 months Iii! $ per month 1008 Aooregate Accountin. Adiustment I 100 TITLE CHARGES T 1101 Settlement or closing ree to 1102 Abstract or title search 10 1103 Title examination to T 1104 Tille insurance binder to 1105 Document oreoaration to Patterson & Kiersz, P.C. - deed (ooc) 1106 Notary fees to Antietam Abstract Co. 8.00 1107 Attomev's fees to (includes above item numbers 1108 Tille insurance to Antietam Abstract Co., Agent for Chicaoo Tille Insurance Co. 618.75 (includes above item numbers 1109 Lender's covera"e $ 40,000.00 1110 Owner's covera"e $ 60,000.00 1111 Endorsements 1 00, 300 & 8.1 150.00 I , 1112 Closine Service Letter to Chicago Tille Insurance Company 35.00 I [ 1113 1i 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 Recordino fees; Deed $ 40.50 Mort"aoe $ 77.50 Releases $ 118.00 1202 Citv/cty tax/stamos; Deed $ 600.00 Mortga!!e $ 600.00 1203 State tax/stamos Deed $ 600.00 Mort!!age $ 600.00 1204 1205 1300 ADDITIONAL SEITLEMENT CHARGES 130 I Water analysis to I 1302 Pest insoection to n03 Courier Fcc 12.75 1304 Cumberland County Domestic Relalions - confirm no lien in nlace 20.00 1305 Adams Electric Coooerative, Inc. - final el~ctric 46.00 1400 TOTAL SEITLEMENT CHARGE~ (enter on lines 103, Section J and 502, Section K) 1,962.91 646.00 CERTIFICATION: I have carefully reviewed the IIUD-I Settlement Statement and to lhe best of my knowledge and belief, il iSla true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. 1 further certify that I have received a [copy of the IIUD-I Settlement Stalement. 13->4':~ Jt( ()2jllu~ Brady G. t\lIeman :t8!L::0){- j) . a~ Seller Robert D i'\.lIe,an, Executor 1" #" . ~t-V r d~Wd Galen M. Alleman, Ex tor To the best ofmy knowledge the HUD-I Settlement Statement which I have prepared is a true and accurate account oflhe filOds which were received and have been or will be disbursed by the u7nder igned as part of the senlemenl oflhis transaction. ~72,~~_ SeltlementAgent January 7, 2005 Date R. Thomas Murphy WARNING; It is a crime to knowingly make false statements to the United Slates on this or any other similar form. Penalties upon conviction call include a fine and imprisonment. For delails see Tille 18 U.S. Code Section 1001 and Section 1010. Borrower Borrower REV-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John H. Alleman SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21 04 780 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. DESCRIPTION OF PROPERTY ITEM INCLlDE Tt-E Nl\ME OF TJ-E TRANSFEREE, THEIR RELATIONSHIP TO DECEDeNT AND DATE OF DEATH % OF DECD'S EXCLUSION T MABLE NUMBER TI-E DATE OF TRM6FER. ATTACH A COPY OF THE DEED FOR REAl ESTATE VALUE OF ASSET INTEREST (IF APPUCABLE\ VALUE 1. Presidential Life Insurance Company IRA #440504 98,068.08 100.0000 0.00 98,068.08 Beneficiary: Estate of John H. Alleman; exhibit attached. , TOTAL (Also enter on line 7, Recapitulation) $ 98.068.08 (If more space is needed, insert add~ional sheets of the same size) 3W46AF 1000 I' 0", ,... r'\ ~\{ ~:)~,." vV ~\ ~\t ~vv-J.l yV VV \..~~ ~\& II: Vj/."J ~ \l\lvvV 'J/ '" J/f ~ III III .J /(~ (~)\ V VVVV.J PRESIDENTIAL LIFE INSURANCE COMPANY 69 L YDECKEIR STREET NYACK, NEW YQRK 10960 8~0-926- 7 599 November 30, 2004 Patterson & Kiersz, P .C. Attorneys At Law 20 West Baltimore Street Greencastle, PA 17225-1408 Attn: R. Thomas Murphy RE: Deceased: Policy No: Beneficiary: Death Benefit: John H. Alleman 440504 - IRA Policy Estate of John H. Alleman $98,068.08 - Based on Date of Death - 08/07/04 Dear Mr. Murphy: The claim for benefits under the above-referenced policy has been appro"1ed. Enclosed please find our check in the amount of $99,011.14 that represents the full death benefit at the time of death along with interest from the date of death to the date of payment. Please refer to the breakdown of the beneficiary's claim distribution, which is located in the Transaction Statement portion of this check. If we can be of additional service, please contact us. Sincerely, CCaudia (Benoit Claims Department CB Ene: Check #216500 Cc: File REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John H. Alleman ITEM NUMBER A. B. 2. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: 1. Fogelsanger-Bricker Funeral Home, Inc. Total from continuation schedules 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) (ErN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4 Street Address City State Zip Relationship of Claimant to Decedent 6. 5. Accountant's Fees Probate Fees 7. 1 2 3W46AG 1.000 Tax Return Preparer's Fees Adams Electric Cooperative, Inc. Electric Invoice Adams Electric Cooperative, Inc. Electric Invoice Total from continuation schedules FILE NUMBER 21 04 780 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ , I AMOUNT 7,252.00 2,354.00 9,100.00 6,600.00 30.00 400.00 28.00 40.00 3,265.41 :29 069.41 , I Estate of: John H. Alleman Item No. 2 3 186-34-2366 Schedule H Part 1 (Page 2) Description Amount Parklawns Memorial Gardens 1,510.00 Robert D. Alleman Reimbursement - Parklawn invoice 844.00 Total (Carry forward to main schedule) 2,354.00 Estate of: John H. Alleman 186-34-2366 Schedule H Part 7 (Page 2) 3 Adams Electric Cooperative, Inc. Electric Invoice 4.00 4 Adams Electric Cooperative, Inc. Electric Invoice 16.00 5 Adams Electric Cooperative, Inc. Electric Invoice 28.00 6 Adams Electric Cooperative, Inc. Electric invoice 46.00 7 Adams Electric Cooperative, Inc. Electric Invoice 35.00 8 Barbara Barner Reimbursement Sprint and News Chronicle advertising grant of letters 116.75 9 Cumberland County Recorder of Deeds Record mortgage satisfaction 27.00 10 Cumberland County Recorder of Deeds 1% realty transfer tax 600.00 11 Cumberland County Register of Wills Record Family Settlement Agreement 20.00 12 Dennis L. Gotshall, Auctioneer Expenses sale of personal property 1,161.45 13 Harry E. Killian, Tax Collector 2004/05 school tax 730.03 14 Re/Max Realty Agency Inc. Real Estate Market Analysis 125.00 15 Robert D. Alleman Reimbursement - automobile repairs 279.96 16 Sprint Telephone invoice 27.14 17 Sprint Telephone invoice 24.54 Total (Carry forward to main schedule) 3,240.87 Estate of: John H. Alleman 186-34-2366 Schedule H Part 7 (Page 3) 18 Sprint Telephone invoice 24.54 Total (Carry forward to main schedule) 24.54 REV-1512 EX + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John H. Alleman SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 04 780 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical eltpenses. ITEM NUMBER 1. DESCRIPTION VALUE AT OATE OF DEA1H Dan Timmons Reimbursement - prescription 20.00 2 Lois Timmons Reimbursement - CVS invoice 62.89 3 MSHMC Physicians Group medical invoice 20.00 4 MSHMC Physicians Group Medical Invoice 20.00 3W46AH 2000 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) I 122.89 , I REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John H Alleman FILE NUMBER 21 04 780 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DI STR I BUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Denise Alleman 155 Lesher Rd. Newburg, PA 17240 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE NUMBER I Mahogany finish arm rocker specifically bequeathed to Denise Alleman, Item FIRST, at appraised value Inventory Value: 110.00 None 110.00 2 Galen M. Alleman 155 Lesher Road Newburg, PA 17240 Cousin 1/7 th Residue as per Item SEOOND of LW & T 3 Ralph Alleman 517 Nottingham Drive Chambersburg, PA 17201 Brother l/7th residue as per Item SECOND of LW & T ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 3W46AI 1000 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Estate of: John H. Alleman Item No. 4 5 6 7 8 Schedule J Part 1 (Page 2) Description Relation Robert D. Alleman 317 McCulloch Road Shippensburg, PA 17257 Brother Elizabeth Barner 66 Jumper Road Shippensburg, PA 17257 Sister Doris Hey 10 Hey Drive Shippensburg, PA 17257 Sister Martha Reineman 9352 Muddy Run Road Orrstown, PA 17244 Sister Lois Timmons 16765 Cumberland Highway Newburg, PA 17240 Sister 186-34-2366 Amount 1/7 th Re)sidue as per ITE~ SECOND of L W & T 1!7th Residue as per Item SECOND of LW &T l/7th R~sidue as per Item SECOND of LW & T 1/7th R~sidue as per item SECOND of LW & T - l/7th Residue as per ite$ SECOND of LW & T -"------",,..._........ , -------' ~ /- Otj~ 01 S)O 1 r FAMILY AGREEMENT KNOW ALL MEN BY THESE PRESENTS, That we, (1) Galen M. Alleman, 155 Lesher Road, Newburg, P A 17204; (2) Ralph Alleman, 517 Nottingham Drive, Chambersburg, PA 17201; (3) Robert D. Alleman, 317 McCulloch Road, Shippensburg, PA 17257; (4) Elizabeth Barner, 66 Jumper Road, Shippensburg, PA 17257; (5) Dorts Hey, 10 Hey Drive, Shippensburg, PA 17257; (6) Martha Reineman, 9352 Muddy Rll1n Road, Orrstown, PA 17244; and (7) Lois Timmons, 16765 Cumberland Highway, Newburg, P A 17240 do hereby acknowledge that we will receive from the Estate of John H. Alleman, late of Hopewell Township, Cumberland County, Pennsylvania, deceased, the following: Galen M. Alleman... ........................... ............ Ralph Alleman... .................. ......................... Robert D. Alleman.......................................... Elizabeth Barner. . . . . . . . . . .. . .. . .. . . . . . . .. . . .. .. . .. . .. . .. ... Doris Hey. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Martha Reineman. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lois Timmons..................... . . . . . . . . . . . . . . . . . . . . . . . . $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 which payment is in full satisfaction under Item SECOND of the Last Will and Testament of said decedent under the laws of Pennsylvania, and in consideration of the said payment, we do hereby remise, release, quitclaim and forever discharge the Executors as aforesaid, of and from all liabilities, suits, action, claims and demands for or by reason of any sum or sums of money, share or shares, purparts or dividends, due and payable or belonging to or coming to us by or from the Estate of John H. Alleman. The undersigned agree that in the event there are additional claims, taxes or beneficial interests determined to be owed by the estate, excepting claims or taxes :;::~ occurring through the negligence of the Executors, the undersigned agree to) indemnt~ the estate to the extent ofthe pro-rata share. ~. :: v >.:> c:) . ,. _","_1- (...'1 C""l The undersigned agree that each of the parties to this Agreement have been furnished with a complete listing of the estate assets, receipts and disbursements as set forth on the Accounting, and it is the desire of the parties to this Agreement that final distribution of this estate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Culmberland County, it being the desire of the parties to avoid the expense, delay and publicity of the formal accounting. The undersigned agree that each party to this Agreement acknowledge that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, Executors, and assigns. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. . ~ WITNESS WHEREOF, I have hereunto set my hand and seal this j r; day of {)C ,2005. Witness: ~J: ;J~ ~r~ Galen M. Alleman (SEAL) STATE OF PENNSYL VANIA : SS COUNTY OF CUMBERLAND On this, the 14 P-day of rjJr~ , 2005, before me, a Notary Public, the undersigned officer, personally appeared Galen M. Alleman known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. NO~S -/~ Notarial Seal Debra S. Pagach, Notary Public GreencasUe Boro, Franklin CoU1ty My CommissIon Expires Nov. 12, 2006 Member. Pennsylvania Association Of Nolaries IN WITNESS WHEREOF, I have hereunto set my hand and seal this llHdayof ~,>>u ,2005. Witness: ~J/~ ;fl~ iQ. ~~ Robert D. Alleman (SEAL) STATE OF PENNSYL VANIA : SS COUNTY OF FRANKLIN On this, the Ie; ld-ay of ()~ ~ ,2005, before me, a Notary Public, the undersigned officer, personally appeared Robert D. Alleman known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. N6J I~ Notarial Seal Debra S. Pagach, NotarY NJ\iC GreeocasUe Boro. Franklin QKdy My Com'1'liSSloI1 Expires Nov. 12. 2Q06 Member Pennsytvania Association OfNolaries IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of {)(I:7nber ,2005. Witness: ~j;J<aJ. WCl!fA ~ /(j 1,41 o. j) ~ ~ (SEAL) Ralph leman STATE OF PENNSYLVANIA : SS COUNTY OF FRANKLIN On this, the ~ day of O{t;j-z;~ ,2005, before me, a Notary Public, the undersigned officer, personally appeared Ralph Alleman known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. ~~~ WaAJUAJ Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL DEBORA!1 W".RREN, Notal",! Public Shippensburg rwp., Cumberland County My Commission Expires.~~.. 8~ 2005 1 ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this /() day of ONdJe-r ' 2005. Witness: ~hl<aA Uh.IJ A Q LU ~d ~ (SEAL) Eliz eth Barner STATE OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND On this, the /0 day of (){!;fz;fx:= J , 2005, before me, a Notary Public, the undersigned officer, personally appeared Elizabeth Barner known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. COMMONWEALTH OF PENNSYlVANIA NOTARIAL SEAL D.E80RAH WARREN, NOialV Public Shlppen8b~r9 Twp., Cumitenarld County My CommIsSIon Expires NOli. 8, 2005 --....."._~.,.........,,""'.., '. lobi" oA-/A AAfl LL! ~NotarY Public IN WITNESS WHEREOF, I have hereunto set my hand and seal this IITHday of (!JeT[) h ef'C-- ,2005. Witness: fo90/~ ~ d~~) ~ Doris Hey (SEAL) STATE OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND On this, the //TII day of {f){!TlJl3r,e-- ,2005, before me, a Notary Public, the undersigned officer, personally appeared Doris Hey known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. COMMONWEALTH OF PENNSYLVANIA Notarial Seal . . Notary Public Peggy A. Gilson,' C ,,, CJmberland oun., Shippensburg .B~, :', Au9 31 2008 My Commiss\O'l Expires ., . ....... .', "'Ssoci9.ion Of Notaries Member, PBi1ns/I'/;J.(,!Ci n IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of Ottfrhe)r- ,2005. Witness: lJeh~ /J)O/'~A ~/ - /f1~~_ (SEAL) Martha Reineman STATE OF PENNSYLVANIA : SS COUNTY OF ADAMS On this, the -2 day of 0 (I/1z:J9...p r , 2005, before me, a Notary Public, the undersigned officer, personally appeared Martha Reineman known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. )Rkdi Ilk A M-J Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL DEBOR.AH WARREN, Notary Public Shippensburg Twp., Cumberland County My Commission Expires Nov. 8, 2005 -~<"..~llIilr '"t'-'.1 ,,';_'"'......~'"'",.....p- IN WITNESS WHEREOF, I have hereunto set my hand and seal this JL day of O--t~.-0 ,2005. Witness: ?r-u~ } f(A~~ vt'. , V 0/cA.4'/ ( / -<t:r~ L- _r7LA'~SEAL) Lois Timmons STATE OF PENNSYL VANIA : SS COUNTY OF CUMBERLAND On this, the ~ day of rl f'~ , 2005, before me, a Notary Public, the undersigned officer, personally appeared Lois Timmons known to me (or satisfactorily proven) to be a beneficiary of the Estate of John H. Alleman, whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. Witness my hand and notarial seal the day and year aforesaid. I/~/~ ~ Notary Public NOlANA!. SEAL VtAA J, AlCt, HOf MY IlYILIC HOIUH HfWfOH 'fWP., aJM{f~~.3!. MY COMMIS_ ~ ~ lfiJ1T Estate of John H. Alleman Summary of Account Principal Receipts Net Gain on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administrative Expenses Federal & State Taxes Fees & Commissions $ Balance Before Distributions Less Distributions to Beneficiaries Principal Balance On Hand Income Receipts Net Gain on Sales or Other Dispositions Less Disbursements: Balance Before Distributions Less Distributions to Beneficiaries Income Balance on Hand Unrealized Gains and Losses Combined Balance on Hand Page 1 (1) $ $ 122.89 9,606.00 14,600.41 23,152.00 nJ110 00 $ $ $ $ 196,610.52 0.00 196,610.52 54,111.30 142,499.22 110.00 142,389.22 1,298.18 0.00 1,298.18 $ 000 1,298.18 000 1,298.18 $ $ 143,687.40 Estate of John H. Alleman Receipts of Principal Inventory Value 08/07/2004 Cash and Cash Equivalents Adams Electric Cooperative, Inc., capital credit $ 12.72 Brady G. Alleman, reimbursement of real estate taxes 368.01 Certificate of Deposit #031003910580321 at M & T Bank 12,078.08 Checking account #492396 at M & T Bank 10,024.97 July annuity payment 379.76 July Social Security payment 863.00 Refund, Meredith Publications, subscription 14.09 Miscellaneous deposit by family 2.50 Refund automobile insurance, Nationwide Insurance 75.50 Refund homeowner's insurance, Nationwide 98.00 Refund, Collectible Automobile subscription 13.31 Refund, Consumer Report subscription 8.31 P~l m Receipts of Principal (Continued) Inventory Value 08/07/2004 Cash and Cash Equivalents Refund, Country Living subscription $ 5.49 Refund, Hershey Medical Center 20.00 Refund, MBNA credit card 29.15 Refund, Meredith Publications, magazine subscription 9.99 Refund, National Geographic subscription 39.58 Refund, National West, magazine subscription 35.35 Refund, New Cobra 0.01 Refund, Publishers Choice subscription 10.00 Refund, Sprint 19.06 Refund, The Advocate, subscription 7.32 Savings account #015004198390278 at M & T Bank 5,455.74 September 2, 2004 miscellaneous deposit by family 135.00 Total Cash and Cash Equivalents Page 2 (3) $ , ' 2'.704.94 Receipts of Principal (Continued) Inventory Value 08/07/2004 Tangible Personal Property 1993 Ford Coupe Automobile, VIN KNJPT05H5N6116817, at gross sale pnce $ 800.00 Mahogany finish arm rocker specifically bequeathed to Denise Alleman, Item FIRST, at appraised value 110.00 Personal Property at gross sale price 7,927.50 Total Tangible Personal Property Miscellaneous Presidential Life Insurance Company IRA #440504 $ 98,068.08 Total Miscellaneous Real Property 140 Jumper Road, Newburg, Cumberland County, at gross sale pnce $ 60,000.00 Total Real Property Total Inventory Total Receipts of Principal Page 3 (4) $ $ $ , , 8.837.50 98.068.08 6Q.000.00 196.610.52 196,610.52 Estate of John H. Alleman Disbursements of Principal Date Paid Amount Paid Debts of Decedent Dan Timmons 09/0312004 Reimbursement - prescription $ 20.00 Total Dan Timmons $ 20.00 Lois Timmons 09/03/2004 Reimbursement - CVS invoice $ 62.89 Total Lois Timmons $ 62.89 MSHMC Physicians Group 08/30/2004 medical invoice $ 20.00 09/1512004 Medical Invoice 20.00 Total MSHMC Physicians Group $ 40.00 Total Debts of Decedent $ 122.89 Funeral Expenses Fogelsanger-Bricker Funeral Home, Inc. 09/03/2004 $ 7,252.00 Total Fogelsanger-Bricker Funeral Home, Inc. $ 7,252.00 Parklawns Memorial Gardens 09/15/2004 $ 1,510.00 Total Parklawns Memorial Gardens $ 1,510.00 Robert D. Alleman 09/03/2004 Reimbursement - Parklawn $ 844.00 InVOICe Total Robert D. Alleman $ 844.00 Page 1 (5) Disbursements of Principal (Continued) Date Paid Amount Paid Funeral Expenses Total Funeral Expenses $ 9,606.00 Administration Expenses Adams Electric Cooperative, Inc. 09/0312004 Electric Invoice $ 28.00 09/08/2004 Electric Invoice 40.00 10/06/2004 Electric Invoice 4.00 11/12/2004 Electric Invoice 16.00 12/1 0/2004 Electric Invoice 28.00 01/07/2005 Electric invoice 46.00 02/09/2005 Electric Invoice 35.00 Total Adams Electric Cooperative, Inc. $ 197.00 Barbara Barner 09/04/2004 Reimbursement Sprint and $ 116.75 News Chronicle advertising grant ofletters Total Barbara Barner $ 116.75 Cumberland County Recorder of Deeds 11/12/2004 Record mortgage satisfaction $ 27.00 01/07/2005 1% realty transfer tax 600.00 Total Cumberland County Recorder of Deeds $ 627.00 Cumberland County Register of Wills 10/03/2005 Record Family Settlement $ 20.00 Agreement Total Cumberland County Register of Wills Page 2 (6) Disbursements of Principal (Continued) Date Paid Amount Paid Administration Expenses $ 20.00 Dennis L. Gotshall, Auctioneer 11/04/2004 Expenses sale of personal $ 1,161.45 property Total Dennis L. Gotshall, Auctioneer $ 1,161.45 Galen M. Alleman 10103/2005 Executor's Commission $ 4,550.00 Total Galen M. Alleman $ 4,550.00 Harry E. Killian, Tax Collector 09/03/2004 2004105 school tax $ 730.03 Total Harry E. Killian, Tax Collector $ 730.03 Patterson, Kiersz & Murphy, P.e. 10103/2005 Reimbursement additional $ 167.00 death certificates and title search fee in Cumberland County Courthouse (discovery of unsatisfied mortgage) 10103/2005 Escrow for unforeseen 2,000.00 expenses and debts of the estate; to be distributed upon approval of the Pennsylvania Inheritance Tax Return, Family Settlement Agreement and filing of the state and federal personal and fiduciary income tax returns Total Patterson, Kiersz & Murphy, P.C. $ 2,167.00 RelMax Realty Agency Inc. 10/22/2004 Real Estate Market Analysis $ 125.00 Total RelMax Realty Agency Inc. $ 125.00 Page 3 (7) Disbursements of Principal (Continued) Date Paid Amount Paid Administration Expenses Robert D. Alleman 09/23/2004 Reimbursement - automobile $ 279.96 repairs 10/03/2005 Executor's Commission 4,550.00 Total Robert D. Alleman $ 4,829.96 Sprint 09/23/2004 Telephone invoice $ 27.14 10/20/2004 Telephone invoice 24.54 11/12/2004 Telephone invoice 24.54 Total Sprint $ 76.22 Total Administration Expenses $ .4,600.41 Federal and State Taxes Cumberland County Register of Wills 05/03/2005 Estimated prepay of $ 23,152.00 Pennsylvania Inheritance Taxes Total Cumberland County Register of Wills $ 23,152.00 Total Federal and State Taxes $ 23,152.00 Fees and Commissions Barbara Barner 09/15/2004 Initial estate administration $ 500.00 Total Barbara Barner $ 500.00 Cumberland County Register of Wills 10/03/2005 Probate fees $ 30.00 Total Cumberland County Register of Wills $ 30.00 Page 4 (8) Date Paid Disbursements of Principal (Continued) Fees and Commissions Patterson, Kiersz & Murphy, P.C. 10/0312005 attorney fees Page 5 Total Patterson, Kiersz & Murphy, P.e. Total Fees and Commissions Total Disbursements of Principal (9) Amount Paid $ 6, I 00.00 $ 6,100.00 $ 6,630.00 $ 54,111.30 Estate of John H. Alleman Distributions of Principal to Beneficiaries Distribution Value Denise Alleman 08/07/2004 Mahogany finish arm rocker specifically bequeathed to Denise Alleman, Item FIRST, at appraised value $ 110.00 Total Distributions of Principal $ $ Page 1 (10) 110.00 110.00 Estate of John H. Alleman Receipts of Income Income Collected Certificate of Deposit #031003910580321 at M & T Bank 08/30/2004 Interest dod to close out $ 11.40 $ 11.40 Estate Checking Account @ Citizens Bank 08/31/2004 Interest $ 0.35 09/30/2004 Interest 7.35 10/29/2004 Interest 6.49 11/30/2004 Interest 8.08 12/3112004 Interest 33.07 01/31/2005 Interest 55.31 02/28/2005 Interest 57.85 03/31/2005 Interest 34.85 04/29/2005 Interest 29.02 05/31/2005 Interest 24.01 06/30/2005 Interest 21.23 07/29/2005 Interest 21.95 08/31/2005 Interest 21.96 09/30/2005 Interest 21.26 342.78 Presidential Life Insurance Company IRA #440504 12/09/2004 Interest dod to close out $ 943.06 943.06 Page 1 (11) Receipts of Income (Continued) Savings account #015004198390278 at M & T Bank 08/3012004 Interest dod to close out $ 0.94 Total Income Received Page 2 (12) $ $ 0.94 1.298.18 PROPOSED DISTRIBUTION TO BENEFICIARIES Cash Available for Distribution 2/24/05 Advanced Cash Distribution Mahogany Finish Arm Rocker, specifically bequeathed to Denise Alleman as per Item FIRST of Last Will and Testament Available for Distribution In satisfaction of bequest under Item FIRST of Last Will and Testament: FIRST: I give to the rocking chair that belonged to my mother, Rosa Alleman, to Denise Alleman if she shall survive me. Subtotal. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . To: Galen M. Alleman, Cash Inheritance...............$ 6,526.77 2/24/05 Advance Cash Distribution............... 14,000.00 Total Distribution........................................................ To: Ralph Alleman, Cash Inheritance................... $ 6,526.77 2/24/05 Advance Cash Distribution................ 14,000.00 Total Distribution....................................................... To: Robert D. Alleman, Cash Inheritance.............. $ 6,526.77 2/24/05 Advance Cash Distribution...... ...... .... 14,000.00 Total Distribution....................................................... To: Elizabeth Barner, Cash Inheritance............... $ 6,526.77 2/24/05 Advance Cash Distribution...... ...... .... 14,000.00 Total Distribution...... ............ ..................................... To: Doris Hey, Cash Inheritance........................ $ 6,526.77 2/24/05 Advance Cash Distribution................ 14,000.00 Total Distribution....................................................... $ 45,687.40 98,000.00 110.00 $ 143,797.40 $ 110.00 $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 $ 20,526.77 To: Martha Reineman, Cash Inheritance............... $ 6,526.77 2/24/05 Advance Cash Distribution................ 14,000.00 Total Distribution....................................................... To: Lois Timmons, Cash Inheritance................... $ 6,526.77 2/24/05 Advance Cash Distribution................ 14,000.00 Total Distribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total Distribution Which exhausts the funds. $ 20,526.77 $ 20,526.77 $143,797.40 COURT OF COMMON PLEAS OF CUMBERLAND, P A ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNTING OF Robert D. Alleman, Executor Galen M. Alleman, Executor For Estate of John H. Alleman Date of Death: Date of Appointment: Accounting for the Period: August 07, 2004 August 20, 2004 August 07, 2004 to October 03,2005 Purpose of Account: The above fiduciaries offer this account to acquaint interested parties with the transactions that have occurred during their administration. It is important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: Patterson, Kiersz & Murphy, P.C. 239 East Main Street Waynesboro, PA 17268-1681 (717)762-3170 01-03-2006 ALLEMAN 08-07-2004 21 04-0780 CUMBERLAND 101 APPEAL DATE: 03-04-2006 ( See reverse side under Objections) Aaount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOHN H FILE NO. 21 04-0780 ACN 101 DATE 01-03-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED SEE ATTACHED NOTICE BUREAU OF INDIVIDUME~.w$::D INHERITANCE TAX DIVISION PO BOX 2110601 HARRISBURG PA 171211-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 2u05 JM! -6 Pl1 I: 0"] DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN R THOMAS=:HURPHV PATTERSON ETAL 239 E MAIN ST WAVNESBORO PA 17268 ESTATE OF ALLEMAN *' REV-1547 EX AFP (06-05) JOHN H RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estata (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule Dl 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. JointlY awned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (!i) (6) (7) 671100.00 .00 .00 .00 38.542.44 .00 981068.08 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H) -(9) 10. Debts/Mortgage Liabilities/Liens (Schedule Il (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 29,069.41 If an assess.ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~unt of Line 14 at Spousel rate (15) 16. ~unt of Line 14 taxable at Lineal/Cless A rate (16) 17. ~t of Line 14 at Sibling rate (17) 18. ~t of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: 122.89 (11) (12) (13) (14) .00 .00 149,492.76 25,025.46 X 00 = X 045 = X 12 = X 15 = DATE 05-04-2005 NUtlBER CD005290 INTEREST/PEN PAID (-) .00 AMOUNT PAID 23,152.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your accountl su~it the upper portion of this for. with your tax P8Y11Bf1t. 2031710.52 29.19::- 30 1741518.22 .00 174,518.22 (19)= .00 .00 17,939.13 3,753.82 21,692.95 23,152.00 11459.05CR .00 1,459.05CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. . IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN PD BDX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT . REV-1607 EX AFP (03-05) R THOMAS MUR'PHY PATTERSON HAL 239 E MAIN ST WAYNESBORO DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-30-2006 ALLEMAN 08-07-2004 21 04-0780 CUMBERLAND 101 JOHN H Amount Remitted PA 17268 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CUT ALONG THIS LINE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) --------------------------------------------------------------------------- *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF AllEMAN JOHN H FILE NO.21 04-0780 ACN 101 DATE 01-30-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-27-2005 PRINCIPAL TAX DUE: 21,692.95 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-04-2005 CD005290 .00 23,152.00 01-11-2006 REFUND .00 1,459.05- TOTAL TAX CREDIT 21,692.95 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 If IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) P.f. LumDerland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 ALLEMAN GALEN M 155 LESHER ROAD NEWBURG, PA 17240 RE: Estate of ALLEMAN JOHN H File Number: 2004-00780 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedentts death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 8/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this n.otice. Sincerely, Fk~. . ...... .. .FJ,{l J€..,L~-'- ~f;.,.,# / . I .j Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ':'~ LUffiDer~and County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/05/2006 ALLEMAN ROBERT D 317 MCCULLOCH ROAD SHIPPENSBURG, PA 17257 RE: Estate of ALLEMAN JOHN H File Number: 2004-00780 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. 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: 8/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, {./~...l?P4e , y, A!';t.t;U'iJ/I. ~!Y . " ~ ; Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel \~ ,. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240 -6345 Date: 7/05/2006 BARNER BARBARA L POB 2020 MECHANICSBURG, PA 17055 RE: Estate of ALLEMAN JOHN H File Number: 2004-00780 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 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: 8/07/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~....~ ~.. .. ~n f ;. ,;- ... ,~:F . { . .." . . i . );{~a/u p.;;;/~...... ~--7~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~. Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: John H. Alleman Date of Death: August 7, 2004 Estate No.: 21-04-0780 (00780) 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 g No 0 2. If the ans'Vver is No, state ,:vhen the personal representative reasonably belie'\'ea 't1.at the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a fmal account with the Court? Yes 0 No Kl b. The separate Orphans' Court No. (if any) for the personal representative's account is: n/ a c. Did the personal representative state an account informally to the parties in interest? Yes [!l No 0 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: 7/12/06 </1-/7 ///1 ',;:-t~ Signature R. Thomas MurDhv Name 239 E. Main St., Waynesboro, FA 17268 Address ;\J 717-762-3170 Telephone No. 2 J ; / II I t.~ cJ f] J "inl' 5DOZ Capacity: o Personal Representative Iil Counsel for personal representative L.