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Home My WebLink About03-0390Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Walter F. Raab also known as , Deceased Bernice J. Raab Petitioner(s), who is/are 18 years of age or older, apply(ies) for: Social Security No. 206-14- 6524 (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s)is/are the execut rix the Decedent, dated 12/19/2001 and codicil(s) dated None none named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: none B. Grant of Letters of Administration (c.t.a.; d.b.n.c.ta; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence (COMPLP_ I E IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 1736 Crisswell Place, Decedent, then 78 years of age, died 04/03/2003 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania Lower Allen Township (liststreet, number, and municipality) at Jupiter Medical Center, FL (Location) 1,100,000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi~lned: (~natur~.% Bernice J. Raab Typed or printed name and residence Prepared by the Pennsylvania [Bar Association Copyright (c) 1996 form software only CPSystems, Form RW-1 0991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or afl ir reed and subscribed Bernice J. Raab/-~ before me this 6tl'Uay of Maw ,2003 Donna M. Otto, ls~c~rt~l~[qi~er'~'~ No. 21-2003-390 Estate of Walter F. Raab Deceased Social Security No: 206-14- 6524 Date of Death: 04/03/2003 AND NOW, May 6th , 2003 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary [---] Of Administration (c.t.a.; d.b.13.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Bernice J. Raab in the above estate and that the instrument(s) dated 12/19/2001 Short Certificate(s). Renunciation ........ $ Affidavits ( ) .... $ Extra Pages ( I~ ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... described in the Petition be admitted to probate and filed of record as the last Will of Decedent. Letters ........... $ 865. O0 ' -- - 'Register elt'Wills/~' .... 7--~ 30.00 Donna M. Otto, 1st Deputy Attorney: Donna M. Mullin, Esquire I.D. No: 30392 JAMES SMITH DIE'r£ERICK & CONNELL 18.00 Address: 134 Sipe Avenue Hummelstown, PA 17036 10.00 Telephone: 717/533-3280 Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association Call Attorney on 5/6/2003 923.00 Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) · OFFICE of VITAL STATISTICS CERTIFIED COPY lo. GNE KINOO~ ~I. OECEDENI"$ NAME FIRST CERTIFICATE OF DEATH FLORIDA 206-14-6524 ~'~"78 7. ~cE {~~ ~ April 3, 2003 November 25, 1924 · .OS~TAU X__~ __~ ~ o~ __~ __n~ __~(~ Yes Jupiter Medical Center { Jupiter Pa~ Beach ~ef ~ cu~ive Electronics Manufac=urin~ ~rried Bernice Jacobs L~e~ ~lem T~sHip ~ 1736 Cris~ell Place ~len To. ship ,Pe~lva~ _ ~,~ __ ~(~ ~lltn~ Green Memorial Park C~p Hill, Pe~lvania ~ ~ ~ ~ (~ ~ ~at~leba~Holle~rse Funeral H~e 1201 S.01ive Ave.,W.Pa~ Beach,Fla.33401 2003 ~ ~ ~ ~ ~.~ ~ ~ ~. 1002 8oUth Old ~e ~gh~ay, April 7, ' THIS IS A CERTtF,IED,TRUE AND CORRECT COPY OF THE OFFICIAL RECORD ON FILE IN THIS OFIPICE BY State Registrar ~ APRIL 10, 2003 THIS DOCUMENT IS PRINTED OR PHOTOCOPIED ON SECURITY PAPER WITH A WATERMARK OF THE GREAT 'SEAL OF THE STATE OF FLORIDA. DO NOT ACCEPT WITHOUT VERIFYING THE PRESENCE OF THE WATERMARK THE DOCUMENT FACE CONTAINS A MULTI-COLORED BACKGROUND AND GOLD EMBOSSED SEAL. THE BACK CONTAINS SPECIAL UNES; WITH TEXT AND SEALS IN THERMOCHROMIC INK. 21-2003-:~90 ~ 1 ~ r -1 0 '1 0 Last Will of WALTER F. RAAB I, WALTER F. RAAB, the Testator, a resident of Cumberland County, Pennsylvania, declare that this is my Last Will. I hereby revoke all my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am currently married to BERNICE J. RAAB, and all references to my Spouse in this Will are to BERNICE J. RAAB. Section 2. Children All references to "my children", subject to the exclusion of any child under subsequent provisions of this Section 2, are to all of the children so identified in this Section 2, but only to those children and any children bom to or adopted by me subsequent to the execution of this, my Last Will. a. My Children The names and birth dates of my children are: Name Birth Date LAURIE ANN R. KUCHER WENDY RAAB ROBBINS MANDY RAAB CARSON July 28, 1953 April 16, 1956 January 05, 1958 Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint the following to be my Personal Representative(s) in the order of priority in which their names appear: BERNICE J. RAAB; THEN WENDY RAAB ROBBINS AND LAURIE ANN R. KUCHER AND MANDY RAAB CARSON If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve, the next successor Personal Representative(s) shall serve in the order of priority listed until the list has been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving, the next named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. Section 2. Waiver of Bond No bond or undertaking shall be required of any Personal Representative nominated in this Last Will. Section 3. General Powers My Personal Representative shall have full authority to administer my estate under the laws of the Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal Representative shall have the power to administer my estate under the Pennsylvania Probate, Estates and Fiduciaries Code. Article Three Disposition of My Property Section 1. Estate Planning Letter or Memorandum To the extent permitted by state law and not necessary to fully utilize my Unused Applicable Credit Equivalent, my Personal Representative shall distribute such of my personal or household items to such persons as I may direct by a written instrument signed by me and delivered to my Personal Representative. Section 2. Distribution to My Revocable Living Trust I give all the rest, residue and remainder of my property of whatever nature and kind and wherever located to the then acting Trustee(s) of my revocable living trust of which I am a Trustor known as the: WALTER F. RAAB LIVING TRUST, Dated December 7, 1993, and any amendments thereto. I executed said revocable living trust prior to the execution of this Last Will. Section 3. Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of this Last Will, or as thereafter amended. Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: ao Any additional to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. bo Any additional tax that may be assessed under Internal Revenue Code Section 2032A or 2057; and Any federal or state tax imposed on a Generation Skipping Transfer, as that term is defined in the federal tax laws, unless the applicable tax statutes provide that the Generation Skipping Transfer Tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from my Trust. However, if my Trust does not exist at the time of my death or if the assets of my Trust are insufficient to pay the death taxes in full, I direct my Personal Representative to pay any death taxes that cannot be paid by my Trustee from the assets of my probate estate by equitably prorating and apportioning those taxes among the beneficiaries of this will. Unless specifically provided otherwise in my Trust, all death taxes incurred by reason of assets being transferred outside of my Trust or probate estate shall be assessed against those persons receiving such property. Section 3. Waiver of Right of Reimbursement Under Code Section 2207A I hereby waive my estate's fight of reimbursement under Code Section 2207A. Article Five General Provisions Section 1. No Contest Clause If any person or entity singularly or in conjunction with any other person or entity, directly or indirectly, contests in any court the validity of this Last Will including any codicils thereto, then the right of that person or entity to take any interest in my estate shall cease and the demise of that person (and his or her descendants) or entity shall be deemed to have occurred prior to mine. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this Last Will are for convenience of reference only and shall have no significance in the construction or interpretation of this Last Will. Section 3. Severability Should any of the provisions of this Last Will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this will and all invalid provisions shall be wholly disregarded in interpreting this Last Will. Section 4. Governing Law This Last Will shall be construed, regulated and governed by and in accordance with the laws of the Commonwealth of Pennsylvania. DEC I signed this, my Last Will, on WALTER F. RAAB ATTESTATION CLAUSE On this ~.C 1 9 2D01 ., WALTER F. RAAB, Testator, personally Published and Declared the foregoing instrument, as and for his Last Will and Testament, in the presence of each of us and all of us together, who, at his request, in his presence, and in the presence of each other, also signed the said instrument as wimesses. We further state that each of us believes that at the time he executed the foregoing instrument he was of sound mind and memory, of lawful age, and did so execute it as his own free act and deed and not under the constraint or undue influence of any person. Wimess Street Address City, State, Zip COMMONWEALTH OF PENNSYLVANIA COUNTY OF C. UL~Y~ E~%~ We, WALTERF. RAAB, "I2) c~rl,~ /r'J). ,//"~/J/'/l and //¢/'d/2'2~Z'/.b- /4, ~/~ d the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly first sworn, do hereby declare to the undersigned authority that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will; that the Testator signed it willingly, or directed another to sign it for the Testator, that it was executed as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the presence and hearing of the Testator signed the Last Will as a witness; and that to the best of our knowledge the Testator was at the time of sound mind and memory, of lawful age, and under no constraint or undue influence. WALTER F. RAAB Witness Witness SUBSCRIBED, SWORN TO and ACKNOWLEDGED before me, a notary public, by WALTER F. RAAB, the Testator, and "~)c~rl rl ~. fi'}9, fi] O J//'eI and 4& /q A/~ ~/ /,,¢ /r~, ~d/~/~__ ~/ , the witnesses, on this C~..~, ! S 2~! (SEAL) Nancy L. Ludwig, Notary Public Hummelstown Bom., Dauphin County MyCommission Exp res Nov 20, 2004 LAW OFFICE JAMES, SMITH, DURICaN & CONNELLY, LLP P.O. BOX 650 HERSHEY, PENNSYLVANIA 17033-0650 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: WALTER F. RAAB Date of Death: April 3, 2003 Will No. Adm. No. 2003-00390 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 1, 2003. Name Address Bernice J. Raab, Trustee Walter F. Raab Living Trust Dated 12/07/1993 1736 Crisswell Place Camp Hill, PA 17011 Bernice J. Raab Laurie Ann R. Kucher Wendy Raab Robbins Mandy Raab Carson 1736 Crisswell Place Camp Hill, PA 17011 Q arry Dfi ,:.. 126 Olde u ve Clinton, PA 15026 513 Brom Court Mechanicsburg, PA 17050 201 West Street East Pittsburgh, PA 15112 Notice has now been given to all personal entitled thereto under Rule 5.6(a) except Date: Name Donna M. Mullin, Esquire Address 134 Sipe Avenue Hummelstown, PA 17036 Telephone ( 717 ) 533-3280 Capacity: Personal Representative X Counsel for Personal Representative REV- 1500 EX + (6-00) CAPB .pRL ~pIO rRAC ;nTK R E C A P I T U L A T I O N C O M ×I T I 0 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 17178-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Raab Walter F. DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DO-YEAR) 04/03/2003 11/25/1924 (IF APPLICABLE) SURVIV NG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY FILE NUMBER COUNTYCODE YEAR ~ /NUMBER SOCIAL SECURITY NUMBER 206-14- 6524 Raab, Bernice J. ~ 1. Original Return ~ .47~.. Supplemental Return 4. Limited Estate · Future lnterest Compromise (date of death after 17-1Z-87) 6. Decedent Died Testate Decedent Maintained a Living Trust 1 (Attach copy of Will) (Attach copy of Trust) [-~ 9. Litigation Proceeds Received r~ 10. Spousal Poverty Credit (date of death between 1Z-31-91 and 1-1-95) NAME Donna M. Mullin Esq. FI RM NAM E (If Applicable) JAMES, SMITH, DIETTERICK & CONNELLY, LLP TELEPHONE NUMBER 717/533-3280 1. Real Estate (Schedule A) (i) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) R Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines uneral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. THIS RETURN MUST BE RLED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (date of death 3. Remainder Return prior to 1Z-13-8Z) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11· Election to tax under Sec. 9113(A) (Attach Sch O) UOMPLETE MAILING ADDRESS 134 Sipe Avenue Hummelstown, PA 17036 None. 930,419.41 None None 432,022.38 None 5,403,018.47 (8) 52,031.63 10,289.36 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) (13) (14) 'OFFICIAL USE ONLY 6,765,460.26 62,320.99 6,703,139.27 5,026,535.89 1,676,603.38 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 1,676,603.38 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate X .0 0 X' ,';0 '45 X .12 X .15 (15) (16) (17) (~6) 0.00 0.00 0.00 0.00 19. Tax Due (19) 0 00 ..... ,, - ..... ,,, :..:, .~.~ v ................................... ~..~,,~..:~,,;~.~,,~:2~:..;,:;~.~,~.~;.~~~ ~ Copyright (c) ZOO0 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1736 Crisswell Drive CITY STATE ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 (1) 0.00 Total Credits ( A + B + C ) (2) 0.00 0.00 0.00 0.00 0.00 0.00 Total Interest/Penalty ( D + E ) (3) 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) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter'the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING GUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No ;- retain the use or income of the property transferred; ......................... ~ ~ · 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? ................................ [--"J [-'X'] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ ~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including acco,.p~nylng schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative is ba.Ad on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Bernice J. ma.a.b DATE ~~-~/~o-¢,-~/ 1736 Crisswell Drive - - - - - iV6ii' ......................... SIG ATOREOFPREPAREROT~HANREPRESENTATIVE J~S, SMITH, DIE~ERICK & CO~Y, ~p DATE ~~ ~. ~ . 134 Sipe Avenue · -' ....................... ~or ~ates of death on or after July 1, 1994 and before Janua~ 1 1995, the tax rate imposed on the net value of transfers to'o;~ ......................... ; ................. surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. or the use of the For dates of death on or a~er Janua~ 1, 1995, the tax rate imposed on the net Value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requiremen~ for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficial. For dates of death on or a~er July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. ~ IS(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a~1.3)]. A sibling ~ defined, under Section 9102, as an individual who has at least one parent in com~n with the decedent, whether by blood or adoption. Copyright (c) ~000 form software only The Lackner Group, Inc. Form R~V-I~$S ~X (Rev. 6-~) REV-1503 EX + (1-97) J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Walter F. Raab SS# 206-14-6524 04/03/2003 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 1,000 shares Agiient Technologies Inc. - traded on the 14.40 14,400.00 NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name individually 2 Air Prod Chem Inc - Option under Air Products and 37,260.00 Chemicals Inc. stock option plan for Directors granted 12/17/1994 to purchase 2,000 shares of Air Products Chem Inc. 6~JSIP #009158106 at 24.13 per share; average price of stock on date of death was $42°75 per share; held in decedent's name individually and fully vested. 3 1 share Avaya Inc. - shares of common stock, traded on 2.21 2.21 the NYSE; held in Salomon Smith Barney Account #724-24986-11 4 1,000 shares Cendant Corporation, CUSIP #151313103 13.05 13,050.00 shares of common stock, traded on the NYSE; held in decedent's name alone in Salomon Smith Barney Account #724-24986-11 5 235 shares Citigroup Inc, CUSIP #172967101 - shares of 36.52 8,582.20 common stock, traded on the NYSE; held in decedent's name alone in Salomom Smith Barney Account #724-24986-11 6 1,000 shares Comcast Corp C1 A SPL - shares of common 27.93 27,930°00 stock, traded on the NYSE; held in decedent's name alone in Salomon Smith Barney Account #724-24986-11 7 1,000 shares Concord EFS Inc - traded on the NYSE, 12.12 12,120.00 common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name individually 8 1,000 shares Emerson Electric Co, CUSIP #291011104 - 48.00 48,000.00 traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent~s name alone 9 1,000 shares Hewlett Packard Company - traded on the 16.36 16,360.00 NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 10 1,000 shares International Paper Co, CUSIP #460146103 34.78 34,780.00 traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone Total of Continuation Schedule(s) 717,935.00 TOTAL(Alsoenteronline2, Recap~ulation) 930,419.41 space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Item Description Continuation of Schedule B (Stocks and Bonds) Unit Value Value at Date of Death 11 12 13 14 15 16 17 18 1,000 shares Lilly Eli & Co, CUSIP #532457108 - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 19 500 shares MEMC Electronic Materials Inc, CUSIP #552715104 traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000 shares Merck & Co Inc, CUSIP #589331107 - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000 shares Nokia Corporation, CUSIP #654902204 - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000 shares PepsiCo Inc, CUSIP #713448108 - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000 shares Pfizer Inc, CUSIP #717081103 traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000 shares Proxymed Inc-New traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 130 shares Tyco International Ltd, CUSIP #902124106 - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 37,170 shares Tyco International Ltd, CUSIP #902124106 traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 60.50 12.48 56.11 14.96 38.17 32.30 7.97 13,45 13.45 60,500.00 6,240.00 56,110.00 14,960.00 38 170.00 32,300.00 7,970.00 1,748.50 499,936.50 717 935.00 REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF Walter F. Raab SS~/ 206-14-6524 04/03/2003 Include the proceeds of litigation and the date the proceeds were received by the estate. All prope~/jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Bank Deposit Program - held in the Salomon Smith Barney account #724-24986-11 3 1998 Mercedes-Benz SL-Class SL500 Roadster 2D - 12,000 in good condition; KKB value 2002 Mercedes-Benz S-Class S500 Sedan 4D - 10,000 miles in good condition; KKB value (If more space is needed, insert additional sheets of the same size) TOTAL (Also enter on line 5, Recapitulation) FILE NUMBER VALUE AT DATE OF DEATH 351,862,38 26,995.00 53,165.00 $ 432,022.38 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-I$08 EX (Rev. 1-97) REV-~5~O EX+(1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Walter F. Raab SS~/ 206-14-6524 04/03/2003 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCR PTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFERE~ THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (~F ~PLICABLE) I 34,708.002 Fidelity 438,362.07 438,362.07 Independence; Keogh Profit Sharing Plan FBO Walter F. Raab; CUSIP #316145309; Primary Beneficiary is Bernice J. Raab 2 Harris Corporation Pension 85,292.00 85,292.00 spouse is beneficiary of a survivor annuity which pays $942.96 per month for the spouse's remaining life expectancy. /~e value of this annuity over the life expectancy of spouse at the Section 7520 rate is $85,292°00 (See attached calculation at Exhibit 3 T. Rowe Price Profit 85,354.65 85,354.65 Sharing Plan - Walter F. Raab Profit Sharing Plan established in 1974; Beneficiary is spouse, Bernice J. Raab 4 Tyco Electronics Pension 1,001,694.00 1,001,694.00 administered by Aetna, Inc. - spouse is beneficiary of a survivor annuity which pays $11,074.82 monthly ($132,897.84 annually). Value of annuity over the life expectancy of spouse at the Section 7520 rate of 3.6M is $1,001,694.00 (See attached calculation at Exhibit "B") 5 West Pharmaceutical 65,900.66 65,900.66 Services Pension - spouse is beneficiary of a survivor annuity which pays $2,500.00 per quarter for a Total of Continuation Schedule(s) 3,726,415.09 TOTAL(Alsoenteronline7, Recap~ulation) $ 5,403,018.47 more space Is needed, insert additional sheets of the same stze) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion Taxable Value # Value of Asset Intrst 10 6 term of 7 years ending October 1, 2010. The value of annuity over the seven year term at the Section 7520 rate is $61,734.00 (See attached calculation at Exhibit "C") plus the payments of $1,666,66 and $2,500° 00 paid to the spouse for the first two quarters of 2003, for a total value of $65,900.66. 1,950 shares Allied Irish Bks Plc Spons ADS, CUSIP #019228402 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 2003 Alliance Govt. Reserve Money Market Fund - held in the Walter F. Raab Living Trust dated December 7, 1993 $25,000 Allegheny County PA 5.1% bond 10/01/2006 held in the Walter F. Raab Living Trust dated December 7, 1993 500 Allegheny County PA Sanitation Authority Sewer Bond zero coupon 12/01/2010 - held in the Walter F. Raab Living Trust dated December 7, 1993 500 shares Astrazeneca PLC, CUSIP #046353108 54,210.00 38,309°76 27,567.50 37,730.00 17,175.00 54,210.00 38,309.76 27,567.50 37,730.00 17,175.00 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death X Decd Exclusion # Value of Asset Intrst Taxable Value 11 12 13 14 held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 250 Bucks County PA Water & Sewer Authority Revenue Bond 5.1% 12/01/2007 ~ held in the Walter F. Raab Living Trust dated December 7, 1993 10,000 shares Cholestech Corp - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 4,600 Citigroup Inc. held in the Salomom Smith Barney Account #724-17696-16 in the name of the Walter F. Raab Living Trust dated December 7, 1993 $25,000 Cumberland County PA Muni Authority Rev - coupon bond matures 01/01/2007; held in Salomon Smith Barney #724-17696-16 in the name of the Walter F. Raab Living Trust dated December 7, 1993 $2,500,000 Cumberland County PA Muni Authority Rev ~ Accrued dividend on coupon bond matures 27,662.50 78,200.00 167,992.00 25,195.00 508.33 27,662.50 78,200.00 167,992o00 25,195.00 508.33 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion # Value of Asset Intrst Taxable Value 15 16 17 18 19 01/01/2007; held in Salomon Smith Barney account in decedent's individual name Dreyfus Service Corporation General Municipal Money Market Fund, Class A Account #918-3360007245 held in the name of the Walter F. Raab Living Trust dated 12/07/1993 Dreyfus Service Corporation accrued dividends on General Municipal Money Market Fund, Class A Account #918-3360007245 held in the name of the Waiter F. Raab Living Trust dated 12/07/1993 1,000 shares Energy Conversion Devices Inc. held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 454,829.26 Evergreen Investments - Money Market Account #218-483042; opened 07/24/1998; Held in the name of the Walter F. Raab Living Trust dated 12/07/1993 380,972.4 Evergreen Investments - Municipal Money Market Account #219-1008895368; opened 07/24/1998; Held in the 417,109.01 22.69 8,35O.OO 454,829°26 380,972.40 417,109.01 22.69 8,350.00 454,829.26 380,972.40 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death Z Decd Exclusion Taxable Value # Value of Asset Intrst 20 21 22 23 24 name of the Walter F. Raab Living Trust dated 12/07/1993 1,000 shares Home Depot Inc, CUSIP #437076102 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 1,000 shares Ingersoll-rand Co, CUSIP #456866102 held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 500 shares Intl Business Machines Corp, CUSIP #459200101 held in the Salomom Smith Barney Account #724-17696-16 in the name of the Walter Fo Raab Living Trust dated December 7, 1993 1,000 shares Intel Corp held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 250 Lancaster PA School District Bond 4.350% 05/15/2008 held in the 26,030.00 40,550.00 40,955.00 17,570.00 27,002.50 26,030.00 40,550.00 40,955.00 17,570.00 27,002.50 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death X Decd Exclusion Taxable Value ~ Value of Asset Intrst 25 26 27 28 29 Walter F. Raab Living Trust dated December 7, 1993 1,000 shares Merck & Co Inc, CUSIP #589331107 held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 800 shares Microsoft Corp held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 1,000 shares Morgan J.P. Co Inc, CUSIP #616880100 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 1,000 shares Morgan J.Po Co Inc, CUSIP #616880100 held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 250 New Mope Solebury PA School District PA Public 56,110.00 56,110.00 20,584.00 20,584.00 24,940.00 24,940.00 24,940.00 24,940.00 26,322.50 26,322.50 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion # Value of Asset Intrst Taxable Value 30 31 32 33 34 Bond 5.125% 08/15/2009 - held in the Walter F. Raab Living Trust dated December 7, 1993 35 1,600 shares Nuveen Performance Mun Fund, CUSIP #67062P108 - held in the Salomon Smith Barney Account ~724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 2,000 shares Nuveen PA Prem Incm Muni Fd-2, CUSIP ~67061F101 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 8,333 Nuveen Municipal Value Fund Inc. held in the name of the Walter F. Raab Living Trust dated December 7, 1993 5,000 Nuveen Municipal Value Fund Inc. held in the name of the Walter F. Raab Living Trust dated December 7, 1993 1,600 Nuveen PA Invt Quality Municipal Fund - held in the name of the Walter F. Raab Living Trust dated December 7, 1993 23,104.00 29,500.00 75,830.30 45,500.00 24,480.00 23,104.00 29,500.00 75,830.30 45,500.00 24,480.00 1,900 Nuveen PA Invt . 29,070.00 29,070.00 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion Taxable Value # Value of Asset Intrst 36 37 38 39 40 Quality Municipal Fund - held in the name of the Walter F. Raab Living Trust dated December 7, 1993 Personal property - 1/2 title to be considered in decedent's living trust from 3 residences; estimated value 250 Pittsburgh PA Bond 5.125Z 03/01/2009 - held in the Walter F. Raab Living Trust dated December 7, 1993 Real estate situate at 1736 Crisswell Place, Camp Hill, Cumberland County, PA 1/2 interest as tenant in common in the name of the Walter F. Raab Living Trust dated december 7, 1993; County assessed value is $389,700 x common level ratio factor (1.01) = fair market value of $393,597.00; 1/2 value is $196,798.50 1,000 shares Texas Instruments, CUSIP #882508104 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 36,826.908 The Vanguard Group ~ Account 75,000.00 27,047.50 196,798.50 17,750.00 428,665.21 75,000.00 27,047.50 196,798.50 17,750.00 428,665.21 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion Taxable Value # Value of Asset Intrst 41 42 43 44 #09945499450; held in the name of the Walter F. Raab Living Trust dated 12/07/1993; PA LT Tax-Exempt Inc; Established 12/26/2000 The Vanguard Group - Accrued dividends; Account #09945499450; held in the name of the Walter F. Raab Living Trust dated 12/07/1993; PA LT Tax-Exempt Inc; Established 12/26/2000 8,000 shares Van Kampen American Capital Value Muni, CUSIP #921132106 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 6,200 shares Van Kampen American Capital PA Val Muni, CUSIP #92112T108 - held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the name of the Walter F. Raab Living Trust dated December 7, 1993 1,000 shares Van Kampen American Capital Tsdt Inv Grd PA, CUSIP #920934106 held in the Salomon Smith Barney Account #724-17696-16; traded on 155.81 115,920.00 99,200.00 17,050.00 155.81 115,920.00 99,200.00 17,050.00 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Property) Item Description of Property Date of Death % Decd Exclusion # Value of Asset Intrst Taxable Value 47 45 46 the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 Vision Muni Cash Trust held in the name of the Walter F. Raab Living Trust dated 12/07/1993; Account opened 12/21/2000 $25,000 West Shore PA Area Hosp Authority - coupon bond matures 01/01/2007; held in Salomon Smith Barney account #724-17696-16 in the name of the Waiter Fo Raab Living Trust dated December 7, 1993 West Shore PA Area Hosp Authority - accrued interest on coupon bond matures 01/01/2007; held in Salomon Smith Barney account in decedent's individual name 912 shares West Pharmaceutical Services Inc, CUSIP #955306105 held in the Salomon Smith Barney Account #724-17696-16; traded on the NYSE, common; held in the Walter F. Raab Living Trust dated December 7, 1993 434,070.05 27,411.25 329.02 18,696.00 434,070.05 27,411.25 329.02 18,696.00 3,726,415.09 REV- 1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~STATE OF Walter F. Raab SS~/ 206-14-6524 Debts of decedent must be reported on Schedule I. ITEM SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 04/03/2003 FILE NUMBER NUMBER 2 3 4 1 2 3 4 5 DESCRIPTION FUNERAL EXPENSES: Gullifty' s Restaurant Mary Hogan - bill for house sitting during Parthemore Funeral Home - funeral bill Tavern On the Hill funeral luncheon Total of Continuation Schedule (s) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State ~ Zip Year(s) Commission Paid: Attorney's Fees J~ES, SMIRCH, DIETTERICK & CONNELLY, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant dinner with family upon arrival in PA funeral Street Address C~y Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Allfirst Bank - Check printing charge Cumberland Law Journal Jensen Appraisals, Inc. State ~ Zip estate notice publication charge appraisal fee for Florida property Luggage purchased - needed to have to bring things back to PA Mail Boxes Etc - charge to ship golf clubs from Florida to PA after death Mail Boxes Etc charge to ship clothing from Florida to PA afte] Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 110.75 143.00 7,622.25 3,012.85 1,333.02 30,000.00 923.00 7.99 75.00 400.00 217.27 41.61 66.22 8,078.67 $ 52,031.63 Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97) Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Item Description Continuation of Schedule H-A (Funeral Expenses) Amount 5 The Garden Path - flowers for funeral 6 U.S. Airways charge to fly daughter to Florida to assist with arrangements 822.02 511.00 1,333.02 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Item Description Continuation of Schedule H-B2 (Attorney's Fees) Amount James, Smith, Dietterick & Connelly, LLP - attorney fees 30,000.00 30,000.00 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 ITem Description Continuation of Schedule H-B4 (Probate Fees) Amount Register of Wills probate fee 923°00 923°00 Estate of: Walter F. Raab Soc Sec #: 206-14-6524 Date of Death: 04/03/2003 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount death 7 Paragon Appraisals appraisal fee for New Jersey property 8 Real Estate taxes 1/2 Palm Beach property 9 Register of Wills short certificate 10 The Patriot News - estate notice publication 350.00 7,614.00 3.00 111.67 8,078.67 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAC. F LIABILITIES, AND LIENS ESTATE OF Walter F. ~aab SS# 206-14-6524 Include unreimbursed medical expenses. ITEM NUMBER 3 04/03/2003 DESCRIPTION James, Smith, Dietterick & Connelly, LLP - charge for. 1st quarter tax preparation Joel Mazziato - 3 trips from airport to hopsital during decedent's final hospital stay Margin Balance - Salomon Smith Barney Account #724-17696-16 in the name of the Walter F. Raab Living Trust dated December 7 1993 ' StarMed Staffing Group Weekend in home nursing care prior to death StarMed Staffing Group - Weekend in home nursing care prior to death TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. FILE NUMBER AMOUNT 1,953.97 115.00 7,378.89 594.00 247.50 10,289.36 Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Walter F. Raab SS# 206-14-6524 SCHEDULE J BENEFICIARIES 04/03/2003 NUMBER I. II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal cl~-~Hbutions, and tran~ers under Sec. 911~a~1.Z)] Bernice J. Raab 1736 Crisswell Place Camp Hill, PA 17011 Pensions Items 1 - 5 on Schedule G RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Spouse FILE NUMBER AMOUNT OR SHARE OF ESTATE 1,676,603.38 (If more space is needed, insert additional sheets of the same size) TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 289,585.40 3,914,885.89 822,064.60 5,026,535.89 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Walter F. Raab Family Trust EIN: 25-6837968 Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Walter F. Raab Survivor's Trust GST Share Two EIN: 25-6837970 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SI-II:ET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Walter F Raab Survivor's Trust CST Share One EIN: 25-6837969 Register of Wills of INVENTORY County, Pennsylvania Estate of Walter F. Raab No. 2003-00390 also known as Date of Death. 04/03/2003 Social Security No. 206 - 14 - 6524 , Deceased Bernice J. Raab, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address: Donna M. Mullin Esq. 30392 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533-3280 Personal Representative Signature~'~~~~ Bernice J. R~ Signature: Address: 1736 Crisswell Drive ..Camp Hill, PA 17011 Telephone: 717/737-5063 Dated: .. /,~./.~2~)/~) '22 Description (See continuation page(s) attached) Value (Attach additional sheets if necessary) Total: 1,362,441o 79 ~OTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (1992) Estate of: Date of Death: County: Walter F. Raab 04/03/2003 Cumberland INVENTORY CASH: Bank Deposit Program - held in the Salomon Smith Barney account #724-24986-11 351,862.38 PERSONAL PROPERTY: 1998 Mercedes-Benz SL-Class SL500 Roadster 2D - 12,000 in good condition; KKB value 2002 Mercedes-Benz S-Class S500 Sedan 4D - 10,000 miles in good condition; IQ(B value 26,995.00 53,165.00 351,862.38 STOCKS/LISTED: 1,000.00 shares Agilent Technologies Inc. - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name individually 14,400.00 80,160.00 -1- Air Prod Chem Inc Option under Air Products and Chemicals Inc. stock option plan for Directors granted 12/17/1994 to purchase 2,000 shares of Air Products Chem Inc. CUSIP #009158106 at 24.13 per share; average price of stock on date of death was $42.75 per share; held in decedent's name individually and fully vested. 1.00 share Avaya Inc. - shares of common stock, traded on the NYSE; held in Salomon Smith Barney Account #724-24986-11 1,000.00 shares Cendant Corporation - shares of common stock, traded on the NYSE; held in decedent's name alone in Salomon Smith Barney Account #724-24986-11 235.00 shares Citigroup Inc shares of common stock, traded on the NYSE; held in decedent's name alone in Salomom Smith Barney Account #724-24986-11 1,000.00 shares Comcast Corp C1 A SPL shares of common stock, traded on the NYSE; held in decedent's name alone in Salomon Smith Barney Account #724-24986-11 1,000.00 shares Concord EFS Inc traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name individually 37,260.00 2o21 13,050.00 8,582.20 27,930.00 12,120.00 -2- 1,000.00 shares Emerson Electric Co traded on the NYSE, common; held in the Salomon Smith Barney Account ~724-24986-11 in decedent's name alone 1,000.00 shares Hewlett Packard Company - traded on the NYSE, common; held in the Salomon Smith Barney Account ~724-24986-11 in decedent's name alone 1,000.00 shares International Paper Co traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000.00 shares Lilly Eli & Co traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 500.00 shares MEMC Electronic Materials Inc traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000.00 shares Merck & Co Inc - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000.00 shares Nokia Corporation - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 48,000.00 16,360.00 34,780.00 60,500.00 6,240.00 56,110.00 14,960.00 -3- 1,000.00 shares PepsiCo Inc - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 1,000.00 shares Pfizer Inc - traded on the NYSE, common; held in the Salomon Smith Barney Account ~724-24986-11 in decedent's name alone 1,000.00 shares Proxymed Inc-New - traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986~11 in decedent's name alone 130.00 shares Tyco International Ltd traded on the NYSE, common; held in the Salomon Smith BarneyAccount ~724-24986-11 in decedent's name alone 37,170.00 shares Tyco International Ltd traded on the NYSE, common; held in the Salomon Smith Barney Account #724-24986-11 in decedent's name alone 38,170.00 32,300.00 7,970.00 1,748.50 499,936°50 930,419.41 TOTAL RECEIPTS OF PRINCIPAL ............... 1,362,441.79 -4- BUREAU OF INDIVIDUAL TAXES TNHER/TANCE TAX DXVTSXON DEPT. Z80601 HARRZSBURG, PA 171Z8-060! COHHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF DETERHZNATZON AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN REVoli83 EX AFP (01-05) : C¥ O,f DONNA'Ot~ rFn OES ll :21 HDL-[*IR q JAHES ETAL 154 GTcRt~-.AVE ~ ~ ~_;~urt HUHIvl~C~-ffqt~l~N~%.~ C~ ~056 DATE OZ-Z~-ZO04 ESTATE OF RAAB DATE OF DEATH 04-03-2003 FILE NUNBER 21 05-0590 COUNTY CUHBERLAND ACN Z01 Amoun't Rem J.'t'ted WALTER F HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi'¢ ~o your account, submi~ ~he upper por~ion of ~his form wi~h your ~:ax payment. CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORTION FOR YOUR FILES *~ REV-483 EX AFP (01-03) ~K NOT/CE OF DETERNXNAT'rON AND ASSESSNENT OF PENNSYLVANXA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN #~ ESTATE OF RAAB WALTER F F'rLE N0.21 05-0590 ACN 201 DATE 02-24-2004 ESTATE TAX DETERHZNATZON 1. Credit For State Death Taxes as Verified Z. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) $. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: .00 .00 .00 .00 .00 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) TOTAL TAX CRED?T I .00 BALANCE OF TAX DUEl .00 'rNTEREST AND PEN. . O0 TOTAL DUE . O0 ~ZF pAID AFTER THIS DATE, SEE REVERSE STDE (ZF TOTAL DUE TS LESS THAN $1,, NO PAYNENT TS REI~UZRED FOR CALCULATTON OF ADDZTTONAL TNTEREST. TF TOTAL DUE TS REFLECTED AS A 'CREDIT' (CR),, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR /NSTRUCTIONS.) PURPOSE OF NOTICE: PAYMENT: REFUND CCR}: OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section ZI~O (b) of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF NILLS; AGENT. A refund of a tax credit may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices or from the Department's lq-hour answering service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: 1-800-qqT-30ZO (TT only). Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. OR Factual errors discovered on this assessment should bo addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment RaviaN Unitj Dept. Z80601, Harrisburg, PA 1712B-0601, Phone [717) 787-6503. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ZSO1) for an explanation of administratively correctable errors. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. For dates of death on or after 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. Oepartaant of Revenue. Interest Daily Year Rate Factor 1982 lOX . O00Sq8 1983 16Z .000q.38 198~ llZ .000301 1985 13Z .000356 1986 XOZ . O00ZT~ --Xntarest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID For dates of death prior to 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen [lB) months from the date of death. Taxes which became delinquent before January l, 19aZ bear interest at the rate of six [6g) percent par annum calculated at a daily rate of .OOO16q. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA The applicable interest rates for 1982 through ZOO3 ara: Interest Daily Interest Daily Yea~ Rate Factor Yea._._r Rate Factor 1987 9Z .000247 1999 7Z .O0019Z 1988-1991 Ill .000301 ZOO0 8Z .000Z19 199Z 9Z .000Z47 ZOO1 9Z .000247 1993-199q 7Z .O0019Z 200Z 6Z .000164 1995-1998 9Z .OOOZq7 2003 5Z .000137 X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF ZNDZVZDUAL TAXES TNHERZTANCE TAX DTVTSTON DEPT. Z80601 HARRTSBURG, PA 171Z8-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1;q7 El( AFP COZ-OS) DONNA M MULLIN ESQ JAMES ETAL FEB 27 i~.: F~fDATE 02-2q-ZOOq Wil!s ESTATE OF RAAB DATE OF DEATH 0q-0~-2005 FILE NUMBER 21 05-0590 · OUNTY P1 .0~CN CUMBERLAND 101 15q SIrE AVE HUMMELSTONN NALTER F Aaount RaaAtted ~A ~?o~,~u~e~and Co., ~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-033 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RAAB NALTER F FILE NO. 21 05-0590 ACM 101 DATE OZ-Zq-ZOOq TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2} $. Closely Held Stock/PartnershAp Interest (Schedule C) (3) fi. Mortgages/Notes ReceAvabla (Schedule D) S. Cash/Bank Dapos/ts/MAsc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponsos/Ada. Costs/M/sc. Exponsos (Schedulo H) (9) 10. Dobts/Mortgago LAab/litAos/Lions (Schodulo Z) (10) 11. Total Doduct/ons 12. Nat Value of Tax Return .00 950/qlg.ql .00 NOTE: To /nsure proper credlt to your account, suba/t the upper port/on qSZzO2Z.58 .00 .00 of thAs fora wAth your tax payaant. 5zqOS/O18.q7 (8) 6,765,q60.26 52,051.65 13. lq. NOTE: 10~289.56 (11) ~2.~20.99 (22) 6,705,159.27 Char/table/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 5,026,555.89 Net Value of Estate Sub,oct to Tax (lq) 1,676,605.58 Zf an assessment was issued previousZy, lines 14, 15 and/er 16, 17, 18 and 19 will reflect f/gures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/ne lq at Spousal rate (15) 16. Aaount of L/ne lq taxable at LAneal/Cless A rate (16) 17. Amount of LAne lq at SAbl/ng rate (17) 18. Aaount of LAne 1~ taxable at Collateral/Class B rate (18) D/SCOUNT (*) INTEREST/PEN PAID (-) 19. PrAncApal Tax Duo TAX CREDITS: PAYMENT RECEZPT DATE NUMBER 1,676,605.58 x 00 = .00 · 00 x 0q5= .00 · 00 x 12 = .00 · O0 x 15 = . O0 (19)= . O0 AMOUNT PAID IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUEI .00 INTEREST AND PEN. I .00 TOTAL DUE I . O0 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE . A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCTZONS.)..~C RESERVATION: PURPOSE OF NOTICE: PAYNENT= REFUND (CR)= OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY= INTEREST: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate For life or for years, the Commonwealth hereby expressly reserves the right to appraisa and assess transfer Inheritanca Taxes at the lawful Class B (collateral) rata on any such futura interest. To fulfill the requirements of Section ZlqO of the lnharitanca and Estate Tax Act, Act Z5 of ZOO0. (?Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on tha reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may bo requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Offica of the Register of Hills, any of the Z5 Revenue District Officas, or by calling the special Z~-hour answering service for forms ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-qq?-SOZO iTT only). Any party in interest not satisfied with tho appraisement, allowance, or disallowance of deductions, or assassment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZI, Harrisburg, PA 17lZe-loz1, OR --election to have the matter determined at audit of the account of tho personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in writing to-' PA Department of Revenue, Bureau of Individual Texas, ATTN: Post Assessment Raviaw Unit, Dept. 280601, Harrisburg, PA l?lZ&-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-lEO1) for an explanation of administratively correctable errors. If any tax dua is paid within three (5) calendar months after the decedent's death, a five percent (EX) discount of the tax paid is allowed. The 157. tax amnesty non-participation penalty is computed on tho total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sase manner and in the the sase tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of dalinquancy, or nine (9) months and one il) day from tha date of death, to the date of payment. Taxes which became delinquent before January 1, 19aZ bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 198Z through ZO0~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yaa=~r Rate Factor 198Z ZOZ . 0005q8 1987 9Z . O00Z~7 1999 77. . O0019Z 1985 167. .000q58 198B-1991 117. .000501 ZOO0 67. .000Z19 198q llZ . 000501 199Z 97. . O00Zq7 ZOOl 9Z . O00Z~,7 1985 15Z .000556 1995-199q 7Z .00019Z ZOOZ 67. .00016~ 1986 IOZ . O0027~. 199.5-1998 92 .O00Zq7 2005 .52 .0001~7 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued altar the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond tho date of tha assessment. If payment is made after the interest computation date shown on the Notica, additional intarast must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8060X HARRXSBURG, PA 17128-0601 DONNA M MULLIN ESQ JAMES ETAL 13~ SIPE AVE HUMMELSTONN PA 17036 COMNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTXCE OF DETERNXNATZON AND ASSESSNENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-05-200~ RAAB 0~-05-2003 Z1 05-0390 CUMBERLAND 202 Amoun~ Ree/~:~ed RE¥-756 EX AFP HALTER F MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF gILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit: ~:o your account:, submi~ ~he upper por~:ion of ~his fore wi~h your ~ax payment:. CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR FILES ~ OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ~ ESTATE OF RAAB NALTER F FILE NO.Z1 03-0390 ACN 202 DATE 07-05-Z00~ ESTATE TAX DETERHZNATZON 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) Inheritance Tax Assessed by Other States or Territories of the Un/ted States (Excluding Discount and/or Interest) Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: .00 .00 .0O .00 .00 .00 .00 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUEI XNTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 ~ZF PAXD AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- CORRECTIONS: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance end Estate Tax Act, Act Z5 of ZOO0. (72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS, AGENT. A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1513). Applications ara available at the Office of the Register of gills, any of the 23 Revenue District Offices or free the Department's Iq-hour answering service for forms ordering: L-800-56Z-ZOSO; services for taxpayers with special hearing and/or speaking needs: L-8OO-q~7-3OZO (TT only). Any party in interest not satisfied with the assessment of tax as shown on this notice may object eithin sixty (60) days of receipt of this Notice by: --mrittsn protest to the PA Department of Revenue, 8oard of Appeals, Dept. Z81021, Harrisburg, PA 17128-1021, --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court OR Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZSO6OL, Harrisburg, PA 17LZS-O6OL, Phone (7L7) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISOL) for an explanation of administratively correctable errors. The 15Z tax amnesty non-participation penaIty is computed on the total of the tax and interest assessed, and net paid before January 18, L996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you ~euld appeal the tax and interest that has been assessed as indicated on this notice. Additional Pennsylvania Estate Tax assessed as a result of a change on the Federal Estate Tax closing latter becomes delinquent at the expiration of one (1) month from the date the final notice of the increase in Federal Estate Tax is received. Taxes which became delinquent before January 1, L98Z bear interest at the rata of six (6Z) percent per annum calculated at a daily rate of .00016~. AIL taxes which became delinquent on or after January 1, L98Z will bear interest at a rate which ~ilL vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appIicable interest rates for 198Z through ZO0~ are: Interest Daily Interest DaiLy Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z ZOZ .0005q8 1988-1991 llZ .OOOSO1 ZOO1 9Z .OOOZ~7 1983 X6Z .000~38 199Z 9Z .OOOZ~7 ZOOZ 6Z .00016~ 198~ 11Z .000501 1993-199~ 7Z .OOOXgZ 2003 5Z .000157 1985 132 .000556 1995-1998 92 .O00Zq7 ZO0~ qX .000110 1986 lOX .000274 1999 7Z .O00Xgz 1967 9Z .O00Zq7 ZOO0 8Z .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/03/2005 MULLIN DONNA M 134 SIPE AVENUE HUMMELSTOWN, PA 17036 RE: Estate of RAAB WALTER F File Number: 2003-00390 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/03/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, A~~~_~~ GLENDA FARN;;-~RA~~H REGISTER OF WILLS cc: File Personal Representative(s) Judge J In the Court of Common Pleas of Cumberland County, Pennsylvania IN RE: ORPHANS' COURT DIVISION Estate of Walter F. Raab NO. 2003-00390 Status Report Under Rule 6.12 Name of Decedent: Walter F. Raab Date of Death: 4/3/2003 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete. 3. If the answer to No.1 is Yes, state the following: a. Old the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account Is: c. Old the personal representative state an account Informally to the parties In Interest: Yes No X d. Copies of receipts, releases, joinders and approvals of formal or Informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date: '!J/8/Q~ . " .' ~/h.~ Signature Telephone: Donna M. Mullin, Esquire 134 Sipe Avenue Hummelstown, PA 17036 717/533-3280 Name: Address: Capacity: Personal Representative X Counsel for Personal Representative ~ Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Walter F. Raab Date of Death: 04103/2003 File Number: 2003-00390 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: [!] Yes 0 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative tile a tinal account with the Court? o Yes [!] No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? [!] Yes 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 07/1612007 ;;{}n-r..-- 7A. ~ S/f1nature of Person FHing this Form Capacity: 0 Personal Representative [!] Counsel Vc U,j ;j;,/ U;/JdnO lti(]OJ SNtH&10 :10 >11:1310 fJC :8 Wd L' lnr LODZ Donna M; Mullin Esq. #30392 Neme of Person Ffling this Form 134 Sipe Avenue Address ,,' ~,,",' d~JS:Djc Form RW11lJJ4Jj~~t10Jju Hummelstown, PA 17036 CIty, State. z;p 717-533-3280 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc. ~