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Home My WebLink About04-0764 Estateof ~~~I~~~~~~OR PROBATE andN~~f ~~Itf:!!,\q also known as To: Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 2.lo - 40 - OO'\'lt" Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut or narned in the last will of the above decedent, dated Julv 18. 2002 and codicil(s) dated n/a (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 4 Woburn Abbev Avenue Camo Hill PA 17011 (list street, number and municipality) Decedent, then 54 years of age, died 8/11/2004 , at 4 Woburn Abbev Avenue Camo Hill. PA 17011 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ I 0 0 , 0 e () (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pe i~ Jl.Lb FA $ 3).5 000 situated as follows: Ill""'''' rrv <- . -cw WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentarY thereon. ? (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) David W. Reager 9 F . i tv 2318 Mkt 51. Camo Hill E if A 17i111 .~ = ro -. t_ ~ ~ - B~ ~ ~~ ~ - ~= - ~~ . ~ ~~ ~' ~l ~ ~ .g'Cl c, N /'0 So ~< ;:, ,1:::;. ~ ~~ 00 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA} ss 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 besl of the knowledge and belief ofpetitioner(s) and that as" sonal represen- tative(s) of the above decedentpetitioner(s) will well and truly admin' e e according to law. "'=oo" ~Il'" .""',"" ~ ~ ~GtaYOf 1 L o~ ~ , ~ ~~~ No.:;)' - olf -I ~~ Estate of Pamela J. Reaoer , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~ \'1 C>-.oOL,inconsiderationofthepetitionon the reverse side hereof, satisfa tory proof having been presented before me, IT IS DECREED that the instrument(s) dated 7/18/2002 described therein be admitted to probate and filed of record as the last will of Pamela J Reaoer ; and Letters Testamentarv are hereby granted to David W. Reaoer ~Y\\)O~~OA l~\OVl 3-\0 ,to Register of Wills ~r en- FEES Probate, Letters, Etc.. . . . . . . . $~ Short Certificates ( } . . . . . . $ ~ .(X:) ATTORNEY (Sup. Ct. !.D. No.) ~~.a..~~0 $ \~ D? 2331 Market Street Camo Hill PA 17011 '- $ iO.DO ADDRESS TOTA~_ $3Qa..CD 717-763-1383 Filed. B -:- '-:1. -. ~~. . . . . . . . . . . . PHONE {,)0 =~ g ::l -. 0- ~;J: (:~" " "'" '~'I g. c:: en (:) ~ ~ 31 N -n :$ .b:. ex> '_T1{l~.~n'; !>r:v ')I~" This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 """,{I{I""""""""" ~/;;~ "",,~,,\.1" OF Pli-'-,_ .,.~~ I~\ Local Registrar 1:tE" ,.-. -' --_ ~i i~ -M:' ii:~ AUG 1 3 2004 ~ * " h .'_ .~ * i P 10529358 \~ ..-",-"--- ~l '\.~4> - ~~l '-'" 7,fffNl ~\ ~",'" No. '''''''''''''''''''''''11111'''' Date 90 g :0 ;:: tl~ _''_''_____m_________~_ -~~ - ~--~----_._--,,------_.- ::j~ (I) 0""',' , ~ m r-' "'" ,S.; ~~: c::: ..2/ - 0'/' 7&L1 ~! O"l (:,-.~. - ~ ) ,)!:> 1...."'11\'.11&1 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL R~J3R'6S ::y CERTIFICATE OF DEATH (Coroner) -r"!!:~: N , #29-333 :l>aeFil.E ttIJ.... '" SOCIAL SECURITY NUM8ER J Reager 2Female .~ 210-40-0048 UNDER 1 DAY OAJEOFBIRTH BIRTHPLACE (C'ly and PLACE OF DEATH (Chc.::k uoIy """ SNlfl<<rucIlcosOOOlhersodll) ..... M~. (MDOIh,Day,Ye&rl Stal....For8<llnCounlry) HOSPITAL Mar.21,1950 Harrisburg Pa InplllienlO EAIOutpaI..RlD R..~~ ~v)D 1. , ..~ CITY, eo ourrH FACILITYNAt.lE(ltrooIH'lSlrlutron.giveSlr&elandnuml:.t) RACE. AmerIcan In(lj.... 8Iack. Wh~,," (Speclly) East Pennsboro 4 Woburn Abbey Avenue White ..~ NT" AlOCCUPlIaION ~s DECEDENT EVER IN OECEDENT'S EOUCATION MAAITAl.8fjIg'US.MlIrried SURVIVING SPOUSE ~..:r'n:'~~uC::~:f U,S. AAMED FORCES? , NevIof Mamed, Wkbwd. (HWfIe.givemillOennamej Contract Coatings,,~ ",0 ",QC E1emltfll.ryJSeclondlIrv S+(1~) Ma ...,.. e!t"~' Richard Peiffer owner ".. rn , .. .. DECEDENT'S NAlUNG ADDRESS (SlIM!, CilyfTown. SIale. Zip Code) DECEDENT'S a 17C.~v...dec:IIdenlrw.d'" Eas t Pennsboro ACTUAl. 17..SIIIt. "" 4 Woburn Abbey RESIDENCE ..... (Seeons/luclioos Cumberland Ilwln. Camp Hi 11 , Pa 17011 onolherside) townahlp? 174.0 :;"~~:'Ol ..~ 17b.Cou c~ /tIf ..."";r,.... "~R~' MOTHER'S NAME (Fir$!. Middle. k;tSufnamel I r erlC . eager II. Gwenda en Beardsmore ~';r'!f"""'''' INFOFltMNT'S MAIliNG AOOf'ESS (Slrlltll. C~ylTown, Stale, ZrpC0d8l Vl eager 2318 Market Street Hill, Pa 17011 OFOlSPOSlTION DATE OF DISPOSITION PLAC OF DISPOSITiON. NlIMol C_.~ Cfamatorv LOCR!OH.City/1i:lIon.SlaI.,Z-,pCodll BurilIIO Craonwlorl~ RamovaIlromSlaMO (Monlh,Day,lWr) OI01h1orPD _0 0lMt{Specfy\ 0 ....August 13,2004 East Imrrisburg Cremator , ~ PERSON ACTING AS SUCH LlCENSENUt.lBER NAME ANO AOOAESS OF FACILITY 011654-L . ~ers-Harner funeral bealoImy~,dflalhoClcu"'.d.Ln..llme,da11landplaCillllal-.:l LICENSE NUMBER (SignaIureindTiIle) .... .... TIME OF DEATH prx. DATE PRONOUNCED OEAO (Monlh, Day. Yea,) '"' 6:00 A. August fl. 2004 ",0 2O. " ... n;MRTI; Enlefthe~,lnjwlNOfcomp/icalignawhk:hCa"*-d'hedulh, Oonot.nl8fth.m~ofdylng,.""l>uca'diecorf.~lfldorv.fI.l. .oocl<OIhellll.1IunI l~lmal. Olhel eondillon.conlr'tlulingtodrtMh,but Ll8Ionlyone~on..cllllne. ,Ir\l.,-.,albet_ ootfMultlngintheundltrlying_Qi_InPAATI. :OOIIfIlanddflllll , .~ Gunshot to Chest i DUElO(ORASACONSEOUENCE OF) . , ! OUE 10 (OR AS A CONSEQUENCE OF), , , : OUE TO (OR AS A CONSEQUENCE OF): : , .~ WERE AUTOf'SV FINOINGS MANNER OF OERH DATE OF INJURY TIMEOFINJ~Y INJURY AT WORK? OESCAI8E HOW INJURY OCCURRED -""""'''' (Month. Day. Year) . prx. Self inflicted COMPl..ET1ONOFCAUSE ",'Oll OF DEATH? NaIUlal 0 -.. 0 Aug. fl, 2004 ",0 gunshot - handgun "'~ ....... 0 Pendinukwl'l~ali('" 0 6:00 A. ",0 ",0 ",0 JQ.. o PlACE OFINJURY .AI homfI, farm, IIfHl, laC1Oly. olfic:l I.OCRION(8tr""CilylTown,S1aIfi) '"~.. Couldnolbadfltlrmlntld buikling,l'tc,/Specdy) Home ~oburn Abbey Ave.Camp Hill. PA "'- ...~ ..~ .... C8n'Il'1l!R(ChlIckonlyone) SIGNATURE AND TITLE "C8n'll'YlNCI PHYStaAN (Physician certiIying cause 01 dealh when arlOltler phyaician IIllI pronounced deattl 9nll compIeled 11am 23) 0 Coroner TO........ofll\YlmowIMlge,dHthOOCurndctullO.......uM(.'.nd............aw.d.... ......... ............ ORESlGNED(Mor>Ih,OIIy.\'DQf) "iI'ftONOUNCfHQ ANDCl:ATIFYINO PHYSICIAN (Phy9iClllr, boltl p'OOOYncing _lndce<t~YIf\{/ IOca"""'dealh) 0 ,,~ .lI1.. Au us t 13, 2004 TO........of""k~,..thoc:currMlIllMIu.n.,clIlI,.nd,....,.,.nd...lolhe.......I.lancl....n........tMld..,........... NAME AND ADORESS OF PERSON WHD COMPLETEOCAUSE OF [)E,qH .IIEOtCAlIXAlltlNERlCOAONEA (1Iem21)TYIMIOfPflnl Michael L. Norris, Coroner 0rI1he..... of euminatioll andIot' InvHtlptlon, In my opinion, do", OCCUrred .1 the tim" date, and pIKe, and due to th, ~uM('I'nd 6375 Basehore Road. Suite #1 __et.led..........................,..............................,......."........,.............,........ Mechanicsburg, Pa. 17050 ". ,,~ STRAA'SSIG ~~. /o<11"x,1 ( I DATEFlLEO(MOl1lh,Day.Ye..-) (7 y .. dfb\wilJs\reager.pj July 18, 2002 LAST WILL AND TESTAMENT OF PAMELA J. REAGER I, PAMELA J. REAGER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior wills and codicils thereto by me at any time heretofore made. FIRST 90.:n '" U, 0 :;C;<t' :j .'<,".. ,J:::i.. (D D ~ "":' :1;:0 ::~;~~, ~~~ I direct that all my just debts and the expenses of my last ~Iness c@:J fun~rar shall ''''''': ' .....,,' :', be paid from the assets of my estate as soon as practicable afteE'my decease. . ~". ~, l) .<: ,:,' I authorize my personal representative to expend funds ffo~ my~state~)n'such amounts as my personal representative shall consider necessa'J ~nd d~irabl~: fOr the purchase, erection and inscription of a suitable marker for my grave. co SECOND I give and bequeath all automobiles, household effects and other tangible personal property, not including cash or securities, owned by me at my death, together with all policies of insurance thereon, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. Should both FREDERICK W. REAGER and GWENDOLYN J. REAGER not be living on the sixtieth (60th) day after the date of my death, I bequeath such tangible personalty and insurance thereon to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. THIRD I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. In the event both FREDERICK W. REAGER and GWENDOLYN J. yV~~/I/Z 1 dlb\wills\reager.pj July 18, 2002 REAGER are not living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. FOURTH All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of any beneficiary, and the same shall not be subject to any levy, attachment, execution or sequestration. FIFTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expenses of the administration of the estate. SIXTH My personal representative shall have the following powers in addition to those vested in him by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property as my fiduciary may deem proper, without regard to any principle of diversification, risk or productivity. C. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders; and to delegate discretionary duties with respect thereto. E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deems proper. !y-tuM~ 2 Pamela J. Reager dlb\wills\reager.pj July 18, 2002 F. To allocate receipts and expenses to principal or income, or partly to each. G. To borrow money from my corporate fiduciary or others and to mortgage or pledge any real or personal property as security therefore, in his sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative at the time of distribution. K. My fiduciary may, in his or her sole discretion, donate any part or all of my tangible personal property to any charitable organization(s) which would benefit from such donation. My fiduciary is then instructed to use the value of said donation(s) as an tax deduction for any inheritance tax return which may be required to be filed as a consequence of my death. SEVENTH I appoint my brother, DAVID W. REAGER, Executor, of this, my Last Will and Testament. Should DAVID W. REAGER predecease me or for any reason fail to qualify as such Executor, or having qualified, fail to serve as such Executor, then I nominate, constitute and appoint JEANNE R. REAGER of Camp Hill, Pennsylvania, Executrix of this My Last Will and Testament. EIGHTH My Executor shall not be required to post security in any jurisdiction. yl~4J{l 3 PamelaJ. ~r- dlb\wills\reager.pj July 18, 2002 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this /8ch day of July, 2002. vJN~~ PAMELA J. REAGER, Testatrix Signed, sealed, published and declared by the above-named Testatrix, PAMELA J. REAGER, as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~/~r' ~ . Address ~c7...:? /~ ~.--:. 0 7 /?J-e.c-A'hc-', / ;...?~p /~ //.0 So a1-- ,// Address Z1!-71 Jill M/tuI- V / I ~ ih"1( (;(- (7 tJ "I 4 dlb\wills\reager.pj July 18, 2002 COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF CUMBERLAND ) I, PAMELA J. REAGER, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO ~ ACKNOWLEDGED BEFORE ME BY PAMELA J. REAGER, THE TESTATRIX THIS <1' AY OF JULY, 2002. ~~~ Testatrix " I. P.., Notarial Seal L. BIenneman. NolaIy Public CImp HI Boro, Cumberland Coo.nly COMMONWEALTH OF PENNSYLVANIA ) My Corm1iseion ElljlIl80 JLI1ll18, 2006 : SS: Member, Pel.......... AIIClCIIIIan CXNcllllfll COUNTY OF CUMBERLAND ) WE,/VL~L.c.-/c/Q''''/f/o''-'/Tz.. AND ~(tIl..---i.~~ , THE WITNESSES WHOSE NAMES ARE SIGNED T THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS /8'11-- DAY OF JULY, 2002. ~2g~' /-L:/i~_:; Witness ;U ~ . Witness I otary P bli~ NoIariatSeal L. Brenneman NolaIy PuIltic CImp Hill Boro ' MyCoo,.,:JWu,'E~~ MombOi. ~Aooo'I:.Ifo., CXNollrlol 5 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Pamela J. Reager Date of Death: August II. 2004 Will No. 2004-00764 To the Register: 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 ofthe above-captioned estate on August 18. 2004. Name Address Frederick W. & Gwendolvn J. Reager 17 South 24th Street Camp Hill. P A 17011 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except N/A Date: August .2004 --1 a David'w:"Reager, Esquire 00 Reager & Adler, PC I!) <'::( 2331 Market Street L.i- c::> Camp Hill, PA 17011 ;:;: 0 (717) 763-1383 N ,":',i Counsel for Personal Representative LO ,;:'::; => = ;'jJ ..... .0 P ,::: >= J) .:: 06 J Co IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAMELA REAGER, ORPHANS' COURT DIVISION DECEASED NO. 0764 of2004 ELECTION AGAINST WILL AND CONVEYANCES I, RICHARD PEIFFER, surviving husband of Pamela Reager, deceased, hereby exercise the right granted to me under Chapter 22 of the Probate, Estate and fiduciaries Code to receive my elective share from my wife's estate. IN WITNESS WHEREOF, I have hereunto set my hand this j.5r day of February, 2005. ~ ,- C") "'-':- \f ACKNOWLEDGMENT On this \~ dayof ~-cb',,,)o/." , 2005, before me the undersigned officer, \ personally appeared Richard E. Peiffer, If., known to me or satisfactorily proven to me to be the person whose name was subscribed in my presence to the within instrument and he acknowledged that he executed the same for the purposes therein contained and that he desired the same might be recorded as such. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ...__..............'..4"'-..."~_____~ NOTARIAL SFil.L : JAMES A. MillER, ~L:' :-j f'"bi1C I Boro of Camp Hill, Ctimberland County, PA My Commie""", Eopir.. Apnl ao. 20115 CERTIFICATE OF SERVICE I hereby certify that on this day I have served a true and correct copy of the foregoing Election Against Will and Conveyances upon the following individual via regular mail: David W. Reager Reager & Adler 2331 Market Street Camp Hill, Pennsylvania 17011; and Peter Wilson Reager & Adler 2331 Market Street Camp Hill, Pennsylvania 170 II. Dated: ':)2 /oL/o~ ~~ ~.6IVoL ---8'1'l'aun E. O'Toole COMMONWEA.LTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT PEIFFER RICHARD 2331 MARKET STREET CAMP Hill, PA 17011 ----~~-- fold ESTATE INFORMATION: SSN: 210-40-0048 FILE NUMBER: 2104-0764 DECEDENT NAME: REAGER PAMELA J DATE OF PAYMENT: 08/05/2005 POSTMARK DATE: 08/05/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/11/2004 NO. CD 005654 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14,457.18 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: R PEIFFER CHECK# 596 SEAL INITIALS: VZ RECEIVED BY: REGISTER OF WILLS $14,457.18 GLENDA FARNER STRASBAUGH REGISTER OF WillS INVENTORY Estate of REAGER, PAMELA J. , Deceased No. 21 04 0764 Date of Death 8/11/2004 Social Security No. 210400048 also known as 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 Decedenfs death, and that Decedent owned no real estate outside 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. INVe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: DAVID W. REAGER I.D. No.: J M"lp)( ~ Address: 2331 MARKET STREET CAMP HILL Dated '3 - S-"'O, PA 17011 Telephone: (717) 763-1383 , ~") :'..-c~ ,~'. . ) C/l Description Value \1 .- ~ "-,,, I Ul Stocks & Bonds :j v C") , -,-'1 - ::J .0..:: ;_'_-) en ,~) ",'J "'1"1 :; I,..} Closely-Held Corporation, Partnership or Sole-Proprietorship u:> Shares of stock in Contract Coatings, Inc. 50% of issued and outstanding common voting stock 16,399.00 Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property Commerce Bank checking account #536041015 13,974.67 Total (Attach Additional Sheets If necessary) 502,039.95 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, indude the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 Continuation of Inventory REAGER, PAMELA J. 21 04 0764 PaQe1 Description of Inventory Description Value SpousalSupport 342.92 Charles Schwab Brokerage Account HG 7347-7046 14,815.24 Cash in wallet 19.00 I ClC1<i Subaru Outback 8,700.00 Sale of personal home furnishings 10 home buyers 2,560.00 Refund of Homeowner's Insurance 354.00 Refund of Personal Umbrella Insurance Policy 75.00 2004 Personal Income Taxes - Commonwealth of Pennsylvania 50.00 Deposit - remaining balance of Schwab account 1.30 Final Spousal Support 342.00 Auto insurance policy refund 63.00 Refund - Johns Hopkins 20.00 Real Estate Tax Refund 906.74 Net proceeds from sale of personal property - Costea's Auction 883.20 Subtotal $ 29,132.40 Continuation of Inventory REAGER, PAMELA J. 21 04 0764 PaQe 2 Description of Inventory Description Value Sale of entertainment unit 900.00 Refund - unused premium vacant home insurance policy 83.88 Real Estate 4 WOBURN ABBEY AVENUE (Contract sales price) 441,550.00 Subtotal $ 442,533.88 502,039.95 Grand Total $ REV_1500EX + (6-00) '* COMMONWEALTH OF PENNS'fLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 1712S.Q601 I- Z W o W Co) W o DECEDENT'S NAME (LAST, FIRST, AND MIDDlE INITIAL) REAGER PAMELA J. DATE OF DEATH (MM-DO-Year) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 -0 4 0764 ""COiiNTYCOOE -YEAR- - - 'iiMiR-- SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Yem) 2 1 0 - 4 0 - 0 0 4 8 THIS RETURN MUST BE FilED IN DUPlICATE WITH THE REGISTER OF WILLS 08/11/2004 03/21/1950 (IF APPUCABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OJ I- ",:!OW (.)"'''' OJ 0.(.) :t~g (.)0.11I 0. .. PEIFFER RICHARD 001. Original Relum o 4. Lim,ed Estate !Xl 6. DecedentDiedTestata 1-" ""of WI) o 9. Litigation Proceeds Received SOCIAL SECURJTY NUMBER 1 9 7 - 4 0 - 5 629 o 2. Supplemental Return o 4a. Future Interest Comprornise (dateofdeathafter12.12-821 o 7. Decedent Maintained a Living Trust (Attach copyofTrust) o 10. Spousal Poverty Credit (date otdeath bebveen 12-31-91 and 1-1-95) o 3. Remainder Return (date ofdealh priorto 12-13-821 o 5. Federal Estate Tax Retum Required Q... S. Total Number 01 Safe Depos, Boxes o 11. Election 10 tax under Sec. 9113(A)lA"'" 5<" 01 I- Z OJ o z o 0. W OJ '" '" o (.) MSSl;C'1'IONIlI\.IS'I'!I!IEi!i;_U!~,,-Au..@RiElI!ONQEN!i;l;'ANIl'~llmoo.t I!QIlIllATlON!SHOUI..I)!BEDlREC'l'EI)'TO: NAME COMPLETE MAILING ADDRESS DAVID W. REAGER 2331 MARKET STREET FIRM NAME (If Applicable) REAGER & ADLER P.C_ TELEPHONE NUMBER 717 763-1383 CAMP HILL PA 17011 z o i= 5 :::l l- ii: c( Co) w II:: z o i= :! :::l a.. ::!!i o Co) >< c( I- 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnel1lhip 0' Sole-Proprielol1lhip (3) 4. Mortgages & Notes Receivable (Schedu", D) (4) 5. Cash, Bank Depos", & Miscellaneous Pel1lonal Property (5) (Schedule E) 6. JoinUy Owned Property (Schedule F) (6) o Separata Billing Requested 7.lnta'-Vivos Transfel1l & Miscellaneous Non-Probata Property (7) (Schedule G or L) S. Total Gross Ass'" (Iotal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts 01 Decedent Mortgage LiabilRies, & Liens (Schedule I) (10) 11. Total Deductions (total Lines g & 10) 12. NelValue ofEs1ale (lineS minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 441,550.00 OFFICIAL USE ONLY - -., -" C~ , '../1 ~ -') '_J ~::] , r'o,] \--'--h C:J 'c-, _. ~B - ) rTl 16,399.00 :::''"'" --2 ~-;-"J I Ul 44,090.95 -::"l -.) 9,552.74 .", C) -.-, ,.') ----- (S) 511 ,592.69 66,309.40 124,012.69 (11) (12) (13) 190,322.09 321 ,270.60 14. NelValueSubjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 321,270.60 15. Amount 01 Line 14 taxable al the spousal tax rata, ortranslel1l under Sec. 9116 (a)(1.2) 16. Amount of Une 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 0.00 X _(15) 0.00 321 ,270.60 X .045 (16) 14,457.18 0.00 X .12 (17) 0.00 0.00 X .15 (1S) 0.00 (19) 14,457.18 >> -S : CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT STIONS ON REVERSE .S/Dl: AND RECHECK MATH < < 20. 0 Decedent's Complete A ress: STREET ADDRESS 4 WOBURN ABBEY AVENUE CITY I STATE I ZIP CAMP HILL PA 17011 dd Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Pnor Payments C. Discount (1) 14,457.18 Total Credits (A +8 +C) (2) 0.00 3. InteresVPenalty ~ applicable D.lnterest E. Penalty 4. T otallnteresVPenalty ( 0 + E ) 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 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 0.00 14,457.18 5. 14,457.18 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transfenred; ........................................................................... 0 00 b. retain the nght to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise foriife of either payments, benelts or care? ............................................................. 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 00 3. Did decedent own an 'in trustfo~ or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 00 0 IF THE ANSWER TO ANY OF THE ABOVE QUES IONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I decln that I have examined is return,. I inQ accom~ying schedules and statements, and to Ihe best of my knowledge and belief, it is true, correct and complete. Declntion of preparer olher thM the personal re is a1lmformation of which preparer has any knowledge. SIGNATURE OF PERSON RES NSI F ~.fILlN ETURN . ---/ DATE ~k. -ke...c<p---,. 3 3/VI--- ADDRESS 2331 Market Street Carn Hill PA 17011 SIGNATURE OF PRE ~ER THAN REPRESENTATIVE 1h'~1 !vitWid /fhJ CdM'1J f-h'1;( PIt-I7~i1 DATE ADDRESS Y( '7 /rX--- For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)l. For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fiiing a tax retum are still appiicable even ~ the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent 01 the child is 0% [72 P.S. ~9116(a)(1.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benelciaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX. (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER REAGER PAMELA J 21 04 0764 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 which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real nroDertv which is iointlv-owned with rinht of survlvorshln must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. OESCRIPTION VALUE AT OATE OF OEATH 441,550.00 4 WOBURN ABBEY AVENUE (Contract sales price) TOTAL (Also enteron line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 441550.00 REV-1504 EX . (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP ESTATE OF REAGER PAMELA J FILE NUMBER 21 04 0764 Schedule C-1 or C-2 (induding all supporting information) must be attached for each closely-held corporationlparblership interest of the decedent other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION Shares of stock in Contract Coatings, Inc. 50% of issued and outstanding common voting stock VALUE AT DATE OF DEATH 16,399.00 TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 16 399.00 REV~1505 EX+ (6-98) . COMMONV\IEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT ESTATE OF Pamela J. Reager 1. Name of Corporation Contract Coatinas. Inc. Address 2331 Market Street City Camp Hill 2. Federal Employer I.D. Number 23-228339 3. Type of Business Paint distributor 4. FILE NUMBER 21-04-0764 State~ Zip Code 17011 State of Incorporation Pennsylvania Date of Incorporation 08/18/83 Total Number of Shareholders Two Business Reporting Year 2004 Product/Service MarketinglPaint STOCK TYPE TOTAL NUMBER OF PAR VALUE NUMBER OF SHARES VALUE OF THE V.UngIH....Vollng SHARES OUTSTANDING OWNED BY THE DECEDENT DECEDENTS STOCK Common Voting 200 No par value 100 $ 16,399.00 ... Preferred $ Provide all rights and restrictions pretaining to each dass of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ Yes 0 No If yes, Position Vice PresidentITreasurer Annual Salary $ 700000 lime Devoted to Business standard full time 6. Was the Corporation indebted to the decedent? If yes, provide amount of indebtedness $ . . . . . . . . .. 0 Yes KI No 7. Was there life insurance payable to the corporation upon the death of the decedent? . . . .. 0 Yes KJ No If yes, Cash Surrender Value $ Net proceeds payable $ OWner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? o Yes ~ No If yes, 0 Transfer 0 Sale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedenfs death? If yes, provide a copy of the agreement. .0 Yes IllI No 1D. Was the decedent's stock sold? ................. If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedenfs death? ................... 0 Yes ia No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. l1IYes DNo 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . .. 0 Yes iI No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOllOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed cala.llations used in the valuation of the decedenfs stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete addressles and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. Ust of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. Ust of officers, their salaries, bonuses and any other benefits received from the corporation. F. Statement of dividends paid each year. Ust those dedared and unpaid. G. Any other information relating to the valuation of the decedenfs stock. (If more space is needed, insert additional sheets of the Same size) REV-150B EX + (6-9B) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . ESTATEOF REAGER PAMELA J SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 04 Include the proceeds of litigation and the date the proceeds were reoeived by the estate. All property jolnUy-owned with right of survivorship must be disclosed on Schedule F. 0764 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. DESCRIPTION Commerce Bank checking account #536041 015 Spousal Support Charles Schwab Brokerage Account HG 7347-7046 Cash in wallet 1999 Subaru Outback Sale of personal home furnishings to home buyers Refund of Homeowner's Insurance Refund of Personal Umbrella Insurance Policy 2004 Personal Income Taxes - Commonwealth of Pennsylvania Deposit - remaining balance of Schwab account Final Spousal Support Auto insurance policy refund Refund - Johns Hopkins Real Estate Tax Refund Net proceeds from sale of personal property - Costea's Auction Sale of entertainment unit VALUE AT DATE OF DEATH 13,974.67 342.92 14,815.24 19.00 8,700.00 2,560.00 354.00 75.00 50.00 1.30 342.00 63.00 20.00 906.74 883.20 900.00 TOTAL (Also enter on line 5, Recapitulation) S (If more space is needed. insert additional sheets of the same size) 44090.95 Continuation of REV-1500 Inheritance Tax Return Resident Decedent REAGER, PAMELA J. Decedent's Name Page 1 21 04 0764 File Number Schedule E . Cash, Bank Deposits, & Misc. Personal Property ITEM VALUEATOATE NUMBER DESCRIPTION OF DEATH 17. Refund - unused premium vacant home insurance policy 83.88 SUBTOTAL SCHEDULE E 83.88 GRAND TOTAL SCHEDULE E $ 44,090.95 REV-1510 EX + (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF REAGER PAMELA J. FILE NUMBER 21 04 0764 This schedule must be completed and filed if 1I1e answer to any of questions 1111rough 4 on the reve..e side of 1I1e REV-1500 COVER SHEET ~ yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TlWlSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OFTAANSFER ATTACH A COPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE OFAPf'LICABlE) 1. MONY Annuity 9,552.74 100. 9,552.74 2. Charles Schwab - Simplified Plan IRA 68,345.01 100. 68,345.01 0.00 Account No. 7347-7047 TOTAL (Also enteron line 7 Recapitulation) $ 9552.74 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF REAGER PAMELA J 21 04 0764 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Meyers Funeral Home 1,684.00 2. Calvary Church - Internment 750.00 3. Calvary Church 1,000.00 4. Reverand Hoyt - Donation for services 500.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Numbe~s)IEIN Number of Personal Representative{s) Street Address City Stata Zip Yea~s) Commission Paid: 2. AttomeyFees Reager & Adler, P.C. 10,000.00 3. Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City Stata Zip Relationship of Claimant to Decedent 4. Probata Fees Cumberland County Register of Wills 392.00 5. Accountanrs Fees Kern & Company, P. C. 212.50 Income tax preparation 6. Tax Return Prepare~s Fees 7. Washington Mutual - Service of mortgage until home sale Sept 04 - May 05 13,280.95 8. Duty's Lock, Safe & Security 119.74 9. Howard Backenstoss - Lawn care until home sale 2,051.00 10. Bank check charge 40.50 11. Sheffers Lawn Service - snow removal 40.00 12. Rupperts Lawn Care 286.20 13. Hummel's Mechanical- HVAC repair, September 2004 202.00 14. Patriot News - Card of Thanks 29.96 15. Jim McVeigh - auto detailing 200.00 16. T rindle Auto Sales - tag transfer 102.00 17. Washington Mutual - additional escrow deposit 364.40 18. Aqua Specialists - pool closing, cleaning & opening 977.96 TOTAL (Also enter on line 9, Recapitulation) $ 66 309.40 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent REAGER, PAMELAJ. Decedenfs Name Page 2 21 04 0764 File Number Schedule H - Funeral Expenses & Administrative Costs. 87. ITEM NUMBER AMOUNT 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. DESCRIPTION Joseph M. Greer Construction - home repairs Homeowner's Insurance - vacant home policy Kirk Wagner - labor, move items from home Croft Brothers - plumbing repairs - kitchen CS&E - HVAC repair, April 2005 New Family Enterprises - house cleaning Greg Costea - moving expenses Nevin Renlzel, Auctioneer - appraisal of personal items Nationwide Car Insurance Johns Hopkins - final payment Realtor Commission - sale of home Notary Fees - sale of home Tax Receipts and Overnight charge - sale of home 1 % Realty Transfer Tax Cumberland Law Journal - Legal Advertisement The Sentinel - Legal Advertisement Commerce Bank - checking account service charge 385.00 369.00 90.00 499.81 292.77 510.00 350.00 350.00 75.00 20.00 26,493.00 12.00 19.00 4,415.50 75.00 102.11 18.00 SUBTOTAL SCHEDULE H.B7 34,076.19 REV-1512 EX + (6-98) * SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERlTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF REAGER PAMELA J FILE NUMBER 21 04 0764 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Comcast Cablevision - final bill VALUE AT DATE OF DEATH 84.48 2. Bank of America - final Visa 247.99 3. Central PA MRI Center - final bill 875.00 4. PP&L Sept 04 - May 05 1,051.45 5. UGI - Sept 04 - May 05 942.88 6. PAWC - Sept 04 - May 05 168.44 7. East Pennsboro Twp - Sewer & Refuse - Sept 04 - May 05 335.60 8. Nationwide Mutual Insurance Company - policy change add'l premium 14.30 9. David W. Reager - reimbursement for lifetime medical expenses paid on behalf of Pamela (see attached) 1,600.00 10. Johns Hopkins University - final payment 20.00 11. Mortgage Payoff - Washington Mutual 116,346.63 12. Reager & Adler, P.C. - outstanding legal fees for divorce action 2,325.92 TOTAL (Also enteron line 10, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 124012.69 REV.,5,3EX+I* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER -- - ....1 21 nd n7Rd RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE L TAXABLE DISTRIBUTIONS pnelude OU1rights~sal distributions, and transfel1l under Sec. 9116 (a)(1. )) 1. Frederick Reager Lineal 160,635.30 17 S. 24th Street Camp Hill, PA 17011 2. Gwendolyn Reager Lineal 160,635.30 17 S. 24th Street Camp Hill, PA 17011 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, iRsert additional sheets of the same size) REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2004-00764 PA No. 21-04-0764 Es ta te Of: REA GER PAMELA J fL8st, First, MiddleJ Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social S ecur i ty No: 210-40-0048 WHEREAS, on the 17th day of August 2004 an instrument dated July 18th 2002 was admitted to probate as the last will of REAGER PAMELA J (Last, First, Middle) late of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 11th day of August 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH for CUMBERLAND County, in the Commonwealth of certify that I have this day granted Letters REAGER DA VID W who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, Register of wills Pennsylvania, hereby in and TESTAMENTARY to: CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 17th day of August 2004. * *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) dlb\wills\reager.pj July 18, 2002 LAST WILL AND TESTAMENT OF PAMELA J. REAGER I, PAMELA J. REAGER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior wills and codicils thereto by me at any time heretofore made. no ~ FIRST ;;; iF d .... :j :l. ~ ;p m,'" C" '^ \ow ~ Cl} ..'_-. ~g"Q I direct that all my just debts and the expenses of my last ~n~ss ~ I fun4lt~ shall be paid from the assets of my estate as soon as practicable afte5rl1Y decease. ~ ~:: ",' -J '~.J () f}~;' ..:.t.; I authorize my personal representative to expend funds fro~ my~state~~such amounts as my personal representative shall consider necessar}l1 ~nd d~irablg; fibr the purchase, erection and inscription of a suitable marker for my grave. CD SECOND I give and bequeath all automobiles, household effects and other tangible personal property, not including cash or securities, owned by me at my death, together with all policies of insurance thereon, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. Should both FREDERICK W. REAGER and GWENDOLYN J. REAGER not be living on the sixtieth (60th) day after the date of my death, I bequeath such tangible personalty and insurance thereon to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. THIRD I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. In the event both FREDERICK W. REAGER and GWENDOLYN J. 1 1 ') /I~i / /,' '1. .-1'--./ . I .. 7 ~U(b.;/'t'_.e~/~ Pamela J. Reager UIU\WIH~\l t:dyt::1 -1-'1 July 18, 2002 REAGER are not living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. FOURTH All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of any beneficiary, and the same shall not be subject to any levy, attachment, execution or sequestration. FIFTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expenses of the administration of the estate. SIXTH My personal representative shall have the following powers in addition to those vested in him by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property as my fiduciary may deem proper, without regard to any principle of diversification, risk or productivity. C. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders; and to delegate discretionary duties with respect thereto. E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deems proper. 2 -'i ,/, 'I , I ) . I '..' /~ ~" 1,'--" - _ ' -;/ tt/j'V~?,-,~~ 1-"/'1---- Pamela J. Reager dfb\wHls\reager.pj July 18, ~002 F. To allocate receipts and expenses to principal or income, or partly to each. G. To borrow money from my corporate fiduciary or others and to mortgage or pledge any real or personal property as security therefore, in his sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative at the time of distribution. K. My fiduciary may, in his or her sole discretion, donate any part or all of my tangible personal property to any charitable organization(s) which would benefit from such donation. My fiduciary is then instructed to use the value of said donation(s) as an tax deduction for any inheritance tax return which may be required to be filed as a consequence of my death. SEVENTH I appoint my brother, DAVID W. REAGER, Executor, of this, my Last Will and Testament. Should DAVID W. REAGER predecease me or for any reason fail to qualify as such Executor, or having qualified, fail to serve as such Executor, then I nominate, constitute and appoint JEANNE R. REAGER of Camp Hill, Pennsylvania, Executrix of this My Last Will and Testament. EIGHTH My Executor shall not be required to post security in any jurisdiction. 3 J ~ i II ~ ~ ...71. '; a..r7<e--L:/~/? t~ Pamela J. Reiger _.u dlb\wills\reager.pj July' 18,,~002 . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this /8th day of July, 2002. W f //) ~'-r--- ()<-f~ . , . PAMELA J. REAGER, Testatrix'" Signed, sealed, published and declared by the above-named Testatrix, PAMELA J. REAGER, as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ~/~F' ~~ Address,p{"/c'y /~ ~ ;. / a1L I #~4&.-., /;-c?~p /~ /;?c,S'o ,// Address Z~ 71 !t-1 I//v~ . JI-. { ~ .Jhrt( (It-- /7ji/ 4 dlb\wilts\reager.pj Ju'~ 181 ~002 " COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF CUMBERLAND ) I. PAMELA J. REAGER. THE TESTATRIX. WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW. DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO A,ND ACKNOWLEDGED BEFORE ME BY PAMELA J. REAGER, THE TESTATRIX THIS /ft:<uAY OF JULY, 2002. - .j "-f-Jn_d4b~;J~ Testatrix ~, '-- pllnlj" NoIariaI Seal 1leIiiliah L Brooneman. Notary Nic Camp HI Bolo. CuI. beofand CIlIrIIy My Co,........., Expireo Jule 18, l!OO6 MImlor.Pel....... ~I OI'Nr:ilIIrfM ",u. COMMONWEALTH OF PENNSYLVANIA ) : SS: ) COUNTY OF CUMBERLAND WE./VL-=-L"'/~/~":-/r.:5&/rz:.. AND ~G~l.~ . THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT. BEING DULY QUALIFIED ACCORDING TO LAW. DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. I C'f"- SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS cj DAY OF JULY. 2002. d6:?.-.-e.' ./1.?c/-!~_ - . W_';U~ ;J Witness / <1, ;' /.' . ~ " ... ' .... . . Notary P blic. . Notarial Seal , IJObotltJ L Brenneman, Nolary Public ear.., HI Boro. ClImberlanct 0:lI.nty MyConmssionE~IllSJ""18 2006 MombOi. ~AssoclaIiiWi eXNltarbs o..~ 5 M NO. 2502-0265 .,.,. A. B. TYPE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT l.QFHA 2.DFmHA 3.l!ICONV. UNINS. _-OVA 5.DcONv.INS. 6. FILE NUMBER: 11. LOAN NUMBER: SETTLEMENT STATEMENT 05278 8. MORTGAGE INS CASE NUMBER: C. NOTE: This fom1 is furnished to giYl:!' you a statement of actJJaJ settlement COSls. Amounts paid to and by the setttement agent are shown. Items marlre(j jPOCr were paid outside the dosing; they are shown here for informational purposes and 811J not Included in the totals. " ,... 0521005278124 O. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS QI:: LENDER: Dawson E. Flinchbaugh and Estate of Pamela Reager Commerce BankJHamsburg. N.A. Betty A. Flinchbaugh 100 Senate Avenue CampHill,Pa17011 G. PROPERTYLOCATfON: H. SETTLEMENT AGENT: 25-1878915 I. SETTLEMENT DATE: 4 Wobum Abbey Avenue Keystone Land Transfer, Ltd. Camp Hill. PA 17011 May 31, 2005 Cumberland county, Pennsylvania PLACE OF SETTLEMENT 3421 Market Street Camp Hill, PA 17011 . J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SEllER: 101. Contract Sales Price 441,550.00 401. Contract Sales Price 441,550.00 102. Personal Pro 402. Pel'S()flal 103. Settlement Cha es to Borrower Line 1400 7,973.39 403. 104. 404. 105. 405. Adfustments For Items Paid B Seller in advance Ad, ustments For Items Paid B Seller in advance 106. Ci {Town Taxes 10 400. CI flown Taxes to 107. CountvTaxes 05131105 to 01101106 542.79 407. Coon Taxes 05131105 to 01101106 542.79 108. School Tax 05131105 to 07101105 324.77 408. School Tax 05131105 to 07101105 324.77 109. Sewer & Trash 05131/05 to 07101/05 39.18 409. Sewer & Trash 05131105 (0 07101105 39.18 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 450,430.13 420. GROSS AMOUNT DUE TO SELLER 442,456.74 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 20t . or earnest mone 20,000.00 S01. Excess D Sel!llnstructions 202. Princi al Amount of New loan 5 200,000.00 502. Settlement CM es to Seller Une 1400 30 939.50 203. Existino loan s taken sub'ectto 503. Existing loan s taken sub ect to 204. 504. Payoff of first Mortgage to Washington Mutual Bank 116,346.63 205. 505. Pa of second Me . . 206. 506. De sit retained $9Iler 20 000.00 207. 507. 20e. 50S. 209. 509. Ad'usiments For Items Unosid Bv Seffer Adfustments For (fems Un idB s_ 210. Citvffown Taxes 10 510. C' /Town Taxes to 211. Coun Tax9$ to 511. Coon Taxes to 212. School Tax to 512. School Tax to 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 21S. 5HI. 219. 519. 220. TOTAL PAID BY!FOR BORROWER 220,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 167,286.13 300. CASH AT SETTLEMENT FROMITO BORROWER: 600, CASH AT SETTLEMENT TOJFROM SEllER: 301. Gross Amount Due From Borrower Line 120 450,430.13 601. Gross Amount Due To Seller Line 420 442,456.74 302. less Amount Paid BV/Fot Boo"ower (Line 220 ( 220.000.00 602. Less Reductions Due Seller (Line 520) ( 167,286.13 303. CASH ( X FROM) ( TO) BORROWER 230,430.13 603. CASH(XTO)( FROM) SELLER 275,170.61 o B -. The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement &. any attadlments referred to herein. Borrower S~I", E,tat. t1;mel. R,"9.~ BY' '~ 11, M~ II ,d t)) , tl{C1, . ad-1M. L SETTLEMENT CHARGES 700. TQTALCOMMISSION Ba$fld on Price $ 441,550.00 {fjj 6.0000 % 26,493.00 Division of Commission line 70Q as allows: 701.$13,221.50 to RelMax ealtyAssociates, Inc. 702. $ 13,271.50 to The Homestead Group 703. Commission Paid at Settlement 704. Transaction Fee to ReJMax Realty 'ates,loc. aOO.ITEMS PAYABLE IN CONNEC'TION WITK LOAN 801. Loan 0rI Ination Fee 0.0000 % to 802. Loan Discount % to 803. Appraisal Fee to Vincent Mlnnici Appralsall 004.Croo~Re~ to 805. Lender's Inspection Fee to 806. Mae Ins. . Fee to 807. Assumption Fee to B08. 809. 810. 811. 812. Administration Fee to Commerca B;:,nkIHarrisbuf"!;'j. NA 813. 814. 815. 816. 8H. 18. 819. 820. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 05/31105 to 06101105 .@ $ 32.638900/day ( 1 days %) 902. Mo a e Insurance Proonumkr months to 903. Hazard Insurance Premium for 1.0 vears to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance monlhs $ er month 1002. MOrtOSne Insurance months $ oer month 1003. Ci !Town Taxes months $ er month 1004. Coun Taxes months $ month 1005. School Tax months @ $ per month 1006. months $ er month 1007. months @ $ per month 1008. AnnreClateAd'ustmen1 months @ $ Der month 1100. TITLE CHARGES 1101. SetUementorClosi~ee to 1102. AbSfrnctor Title Sean:h to 1103. TiUeExamination to 1104. Title Insurance BInder to 1105. Document Pre aration to 1106. Nota Fees to CASH 1107. Attomey'sFees to includes above item numbers: 1108. Title Insurance to K neLandTransfer Ltd. 7ncJudes above item numbers: 11 . Lender's Coverage $ 200,000.00 1110. Owner's Coverage $ 441,550.00 1111. ndorsements 100,300,8.1 to Ke)'Stone Land Transfer, ltd. 1112. -ClosiooProtection Letter to Keystone Land Transfer, Ltd. 1113. Tax Receipts 10 Keystone Land Transfer, Ltd. 1114. Overnight to Keystone Land Transfer, Lkt 1115. RetrieveE Mail Documents 1116. 1117. 1118. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 38.50; Mortgage $ 62.50; Releases $ 1202. Ci /Coon TaK/Stam s:Deed 4.415.50' M e 1203. State Tax/Stam 5: RevenueStam s 4,415.50;Mo e 1204. Record2ndMo a e to Cumberland Counlv Recorder of Deeds 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 130.1. SurvO'lV to 1302. Pest Ins action to 1303. 1304. 1305. 1400, TOTAL SETTLEMENT CHARGES IEnter on Unes 103, Section J and 502, SeCtion K PAL#104218515 PA0#104236903 PAlDFRQr.l """"'.~ FmlDSAT SETTlEMENT PAlDFROM SEli.ER'S I'UNOSAT SETILElIENT 28,493.00 295.00 225.00 - 575:00 32.64 12.00 12.00 2063.75 150.00 35.00 14.00 5.00 14.0C 101.00 4415.50 4,415.~ 54.50 7,973.39 30,939.5 "'..."'..~''''.._.._''''.......,,~-''''._..._.,-'''....._~..{ If ~/ R- t ns ndTransfer, Ltd. Settlement Agent Certified to be a true copy. (05278/05218/24) AGREEMENT TillS AGREEMENT made the ISt---day of OJUGlQ/\ ,2004 by and between JEANNE REAGER (hereinafter "Buyer") having a business address at 2331 Market Street, Camp Hill, Pennsylvania 17011 and ESTATE OF PAMELA J. REAGER, (hereinafter "Seller") having an address at 2331 Market Street, Camp Hill, Pennsylvania. WITNESSETH WHEREAS, At the time of her death, Pamela J. Reager was the shareholder of 100 shares of stock in Contract Coatings, Inc. representing fifty percent (50%) of the outstanding and issued stock of the Contract Coatings, Inc.; and WHEREAS, Jeanne Reager is the remaining fifty percent (50%) shareholder in Contract Coatings, Inc. also owning 100 shares of stock in said corporation; and WHEREAS, the value of said stock at the time of death was Sixteen Thousand Three Hundred Ninety Nine Dollars ($16,399); and WHEREAS, the Seller wishes to sell and the Buyer wishes to buy the stock owned by the Seller at the time of her death. NOW THEREFORE, the parties do hereby agree as follows: I. The Seller agrees to sell and the Buyer agrees to purchase the shares of stock owned by Pamela J. Reager at the time of her death. 2. Seller and Buyer agree that the purchase price shall be set at Sixteen Thousand Three Hundred Ninety Nine Dollars ($16,399). 3. Seller agrees to execute the stock certificate as necessary to transfer the stock to the Corporation. 4. Payment shall be made in level monthly payments as set forth in the Promissory Note attached hereto. SIGNATURES CONTINUED ON THE NEXT PAGE IN WITNESS WHEREOF, the parties intending to be legally bound hereby set their hands and seals as of the date first above written. Witness ESTATE OF PAMELA J. REAGER By: DEMAND NOTE Date: Dull? keA I ~, wo--f FOR VALUE RECEIVED, the undersigned promises to pay to the order of The Estate of Pamela J. Reager, having an address of 2331 Market Street, Camp Hill, Pennsylvania, or at any other place in the Commonwealth of Pennsylvania that any holder of this Note may designate in writing the sum of Sixteen Thousand Three Hundred Ninety Nine Dollars ($16,399) with interest at a rate of Five Percent (5%) per annum upon demand. If this Note is placed in an attorney's hand for collection, or collected by a suit or through a bankruptcy, probate or other court proceeding, either before or after maturity, there shall be paid to the holder of the Note reasonable attorneys' fees, costs and other expenses incurred by the holder in enforcing the terms of this Note. Failure to pay any part of the principal or interest of this Note when due shall authorize the holder of this Note to declare it immediately due and payable, the then unpaid principal and to exercise any and all of the rights and remedies provided by the Uniform Commercial Code of Pennsylvania as well as all other rights and remedies either at law or in equity possessed by the holder of this Note. Makers, signers, and endorsers of this Note severally waive demand, presentment, notice of dishonor, diligence in collection and notice of protest and agree to the extensions and partial payments before or after maturity without prejudice to the holder. Witness Jeanne R COMMONWEALTH OF PENNSYLVANIA ) : SS. ) COUNTY OF Cu. ~uJ~ . -fA- ~ /'A' L ^ . On this ~ day of 0 G\'l U VI..VI.. , 2004,before me, a notary public, the undersigned officer, personally appeared Jeanne Reager, know to me or satisfactorily proven to be the person who executed the foregoing document for the purposes therein contained by signing her name thereon. IN WITNESS WHEREOF, I have hereunto set me hand and official seal. ALTH OF PENNSYI; Notarial Seal Monica D. Zercher. Notary Public CampHJll Bolo. cumberiand COlInIY eomm- Jan. f4.2Oll8 .....-, Pennsylvania Asoo<;IaIIon 01_ 1~~1)L NOTARY ~UBLIC My Commission Expires: DISCLOSURE FOR CONFESSION OF JUDGMENT I am executing this repay tha~ Initials: I~ I day of {JcJv~ ,2004, a Note for $16,399 obligating meto An attorney has explained to me that the Note contains wording that would permit the Prothonotary or any attorney of any court of record of the Commonwealth of Pennsylvania or elsewhere to enter judgment against me. at the courthouse, whether or not said Note is in default, without notice to me and without offering me. an opportunity to defend against the entry of judgment and that the judgment may be collected by eg means. Initials: e ote, I am knowingly, understandingly, and voluntarily waiving my rights to resist the e at the courthouse and is consenting to the confession of judgment. Initials. I hereby c t my annual income exceeds Ten Thousand Dollars ($10,000) per year. Initials: Witness 2 Estate of Pamela J. Real!er. EXDense reimbursement detail Carolyn Lavelle - Therapist 12/3/2003 Carolyn Lavelle - Therapist 1/24/04 Carolyn Lavelle - Therapist 2/12/04 $500.00 $725.00 $375.00 $1,600.00 ,..~ ... ---I 676 UOli 1.-\1.-~ ..... . ~~ n. ~ $' 1;~;uu . ~.;: rtu""'IW ~ FI"";- -i!> ~"ft CG.4....._C8" ._r-'k-----... ~~ .:O,i,l3iB:la,~r,:-: 5~ -Z1o'OSl.. 5"", oafS ","0 Check 878, Amount $375.00 Date Presented 2118f.2004 8671 _ ';'''1''i .,w,~ i :;:: <(',L.n nt ~_Al I A.O~:H r::=- k$ '1'.'("-.d)t) j c!~.~""An. -: l1'~J1?P;u> ~.- '~7-~ -~ /,~,/ ~ <03li,mdl!1 ~-;-~,.~' -~;'1'i!5q.o.., --- PAYI~ W. RI!A8fR znlMMJC!r IlIlUI'Pti. ft7.:r:1148W CHIP'.......... tJO:lt 84' DAVID w. RUoGP ;:~--;z,~.~ .J"/~~t. :__:-t. -- 'i'a/' I -~- i ~~~.~ .,..?J.liI>51< ..._~,.~ Check849, Amount $500.00 Date Presented 12/1612003 II REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP Hill, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + DAVID W. REAGER CHARLES E. ZALESKI LINUS E. FENIClE THOMAS O. WilLIAMS SUSAN J. SMITH SUSAN H. ~ONFAIR TIFFANY M. CARtWRIGHT PETER RJ WilSON JOHN H. RIETRZAK + Certified Civil Tri$1 Specialist Writer's E-Mail Address:MZercher@ReagerAdlerPC.com September 13,2005 BY MESSENGER Register of Wills for Cumberland County Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 C) ["0.) r:-;-, -:;;,:,::t L'-'} G' (")' r-" --,) RE: ESTATE OF PAMELA REAGER Supplemental Inheritance Tax Return, No. 21-040764 Our File No. 88-204.006 :"~'-1 , 'i CJ c: Dear Sir or Madam: Enclosed please find an original and two copies of a Supplemental Inheritance Tax Returm and an additional Inventory Form for the above-referenced estate. Check number 600 in the amount of $1,342.80 is also enclosed, in payment ofthe additional tax owed as shown on the Supplemental iTax Return. A check in the amount of $30.00 to cover the filing fees for these documents is also inc1~ded. Please date stamp the extra copy of the Supplemental Tax Return and return it to our mes~enger. Thank you for your assistance. Please contact me if you have any questions. Very truly yours, 0:t0'~ Liz Sharpe Legal Secretary ECS:mdm Enclosures REV-1500 EX. (0-00) '~-- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 o 764 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) COuNTYCci5E ---vEA~ - - NUM8ER- - I- Z W C w () w C Rea er Pamela J. DATE OF DEATH (MM-DD.Year) DATE OF BIRTH (MM-DD-Year) SOCIAL SECURITY NUMBER 2 1 0 - 4 0 - 0 048 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OFWILLS SOCIAL SECURITY NUMBER 9 7 - 4 0 - 5 '6 2 9 W I- :.::Scn uO:::':: w g,u :t:o::g u~lXl < 08/11/2004 03/21/1950 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) PFEIFFER RICHARD o 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received [Xl 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AttachcopyofTrust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1.95) o 3. Remainder Return (dat~ of death prior to 12-13.82) o 5. Federal Estate Tax Ret~rn Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE D1I ECTED TO: NAME COMPLETE MAILING ADDRESS David W. Rea er 2331 Market Street FIRM NAME (If Applicable) Rea er & Adler P.C. TELEPHONE NUMBER 717 763-1383 Cam Hill p' 17011 I- Z W C Z o c.. cn w 0:: 0:: o U z o i= <C ...J ::> !:: a.. <C () w 0::: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) [ OFFiCIAL USE ONLY I::::; ~':J <-.. r ') L ~ , , =u 1 rOll :. C") H,('; ; -~:) -, "-J .' r 11 , "_..-::1 ,--OJ I 30,000.00 In__, ___ _ (8) 160.00 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <C I- ::> a.. :is o () >< <C I- 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 19. Tax Due 0.00 X _ (15) 29,840.00 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) (11) (12) (13) :.--) -, :"1 - (---j ('n ~~, C~ '-:-j 30,000.00 160.00 29,840.00 (14) 29,840.00 1,342.80 1,342.80 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 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decede'nt's Complete Address: II STREET ADDRESS 4 Woburn Abbey Avenue CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 14.457.18 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT 1,342.80 14,457.18 13,114.38 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ........................................................................... D b. retain the right to designate who shall use the property transferred or its income; ........................................ D c. retain a reversionary interest; or ...................................................................................................... D d. receive the promise for life of either payments, benefits or care? ............................................................. D 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? :.f~iP;.-kJ..on...or.i~;~<<:-i"y:.it:i.(:;.:.;.)............................................. [Z] GJ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF tHE RETURN. NO ~ rID 00 ~ Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. ! Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPO ISLE FOR EGRET RN 7 pI!- f701( ADDRESS DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. S9116 (a) (1.1) (i)]. ! For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. !S9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are $till applicable even jf the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. s9116(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. S9116(1.2) ~72 P.S. s9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. II ~''''""."." '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Reager. Pamela J. FILE NUMBER 21 04 0764 This schedule must be completed and tiled it the answer to any ot questions 1 through 4 on the reverse side ot the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF I ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER DATE OF DEATH DECO'S EXCLUSION I TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST I (IF APPLlCABLEI 1. Gift to parents 7/28/2004 (within one year before death) 15,000.00 100. 0.00 15,000.00 i I 2. Gift to parents 8/02/2004 (within one year before death) 15,000.00 100. 0.001 15,000.00 , I I I I I I i i ) ; , I I , I i , I I , , TOTAL (Also enter on line 7, Recapitulation) $ 30 000.00 (If more space is needed, insert additional sheets of the same size) II ~""o.,.; '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Reager. Pamela J. FILE NUMBER 21 04 0764 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Reager & Adler, PC (preparation of supplemental inheritance tax return) 160.00 3. Family Exemption: (If decedent's address is not the same as ciaimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 160.00 (If more space is needed, insert additional sheets of the same size) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Reaaer Pamela J. NUMBER 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Frederick Reager 17 South 24th Street Camp Hill, PA 17011 Gwendolyn Reager 17 South 24th Street Camp Hill, PA 17011 2. FILE NUMBER 21 04 RELA TIONSHIP TO DECEDENT Do Not List Trustee(s) lineal lineal II 07R4 AMOUNT OR SHARE OF ESTATE 14920.001 14920.001 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Cumberland County INVENTORY Estate of Reager, Pamela J. also known as , Deceased No.21 04 0764 Date of Death 8/11/2004 Social Security No. 210400048 II 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 owne~ no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l/VVe verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are sUbjeqt to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: David W. Reager 1.0. No.: Address: 2331 Market Street Camp Hill Telephone: (717) 763-1383 PA 17011 Description Stocks & Bonds Closely-Held Corporation, Partnership or Sole-Proprietorship Mortgages & Notes Receivable Cash, Bank Deposits, & Misc. Personal Property Real Estate Inter-Vivos Transfers & Misc. Non-Probate Property (Attach Additional Sheets if necessary) P~lZZ;" Dated September 12, 2005 Value 30,000.00 Total $ 30,000.00 ;:C:1 ()~"'Ii f'v: NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 , I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 005803 REAGER DAVID W ESQ 2331 MARKET ST CAMP HILL, PA 17011 ACN ASSESSMENT CONTROL NUMBER AMOUNT ____n__ fold 101 $1,342.130 ESTATE INFORMATION: SSN: 210-40-0048 FILE NUMBER: 2104-0764 DECEDENT NAME: REAGER PAMELA J DATE OF PAYMENT: 09/16/2005 POSTMARK DATE: 09/16/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/11/2004 TOTAL AMOUNT PAID: $1,34~.80 REMARKS: CHECK# 600 SEAL INITIALS: JA RECEIVED BY: , GLENDA FARNER STRASBAUGH I REGISTER OF WILLS REGISTER OF WILLS ShaUll E. O'Toole Attorney I.D. No. 44797 2813 North Second Street Harrisburg, Pennsylvania 17110 717.213.6653 Attorney for Petitioner \..CJ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA r',.) -- -+1 r'<:. IN RE: ESTATE OF PAMELA REAGER, DECEASED ORPHANS' COURT DIVISION NO. 0764 of2004 PETITION TO COMPEL EXECUTOR TO FILE AN ACCOUNTING UNDER THE PROBATE. ESTATES AND FIDUCIARIES CODE &3501 AND NOW, COMES Petitioner, Richard E. Peiffer, Jr., by and through his attorney, Shaun E. O'Toole, and files this Petition to Compel Executor to File an Accounting and, in support thereof, represents as follows: 1. Petitioner, Richard E. Peiffer, Jr., is an individual residing at 55 Chistin Road, Etters, Pennsylvania. 2. Decedent, Pamela J. Reager, died, testate, on August 11,2004. 3. Letters Testamentary for the estate of Pamela J. Reager ("Estate") were duly issued to Respondent, Decedent's brother, David W. Reager, by the Register of Wills in and for Cumberland County, Pennsylvania, on August 17, 2004. 4. On June 30, 1998, Petitioner and Decedent were married. 5. Although Decedent had initiated divorce proceedings against Petitioner on or about May 17, 2004, the matter was never finalized and at the time of Decedent's death, Petitioner and Decedent were husband and wife. 6. Decedent's will does not provide for any distributions to Petitioner. 7. On February 2,2005, Petitioner timely filed with this Court an Election Against Will and Conveyances, exercising his right granted under chapter 22 of the Probate, Estates and Fiduciaries Code to receive his elective share of the Estate. 8. After Decedent's death, Petitioner attempted to collect from the Estate his personal property, including some of the furnishings located at Decedent's residence at 4 Woburn Abbey Avenue, Camp Hill, Pennsylvania. 9. Petitioner was informed by legal counsel for the Estate that he could recover his personal property from Decedent's residence only if he was willing to waive his spousal rights to elect against the Estate. 10. On August 5, 2005, Respondent filed with the Office of the Register of Wills of and for Cumberland County, Pennsylvania an Inventory listing as assets of the Estate the proceeds from the sale of personal home furnishings some of which may have belonged to Petitioner. 11. More than six months have elapsed since the appointment of Respondent as executor of the Estate and he has not yet filed an account of his administration. 2 WHEREFORE, Petitioner requests that a citation be issued to Respondent, David W. Reager, executor of the Estate of Pamela J. Reager, to appear and show cause, if any there be, why he should not file with the Register of Wills in and for Cumberland County, Pennsylvania, an account of his administration of the assets of the Estate of Pamela J. Reager. Respectfully submitted, Date: Ol/\,/o~ ~~.~ '~aun E. O'Toole Attorney I.D. No. 44797 2813 North Second Street Harrisburg, Pennsylvania 17110 717.213.6653 Attorney for Petitioner 3 .. p_"--CC;" ') I . l? y :'A;Z ;t20c06 .. . J ~ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAMELA REAGER, DECEASED ORPHANS' COURTDNISION NO. 0764 of2004 PRELIMINARY DECREE AND NOW, this d'~ay of J2.h. , 2006, on consideration of the annexed Petition, a citation is issued to David W. Reager to show cause, if any there be, why he should not file with the Register of Wills in and for Cumberland County, Pennsylvania, an account of his administration of the assets of the Estate of Pamela J. Reager. Citation returnable 2-0 J 7"l> 5 f ~..-., <..#"1 J V.'L ~ J. .,rfJ " ~\ " l\J("'" ".\,j'..;.0 ,; ,--' ~ , ,'r ,-::-Q \" \ /, 1--' :"',,,,) I'~ " 1:\'.\\1 t.~ V~i\ )VJ nC :~ \\d u:3 In Re: Estate ofREAGER PAMELA ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. 21-04-0764 CERTIFICATE OF SERVICE OF ORDER ORDER DATED: 01-20-2006 JUDGE'S INITIALS: EBB TIME STAMP DATE: 01-23-06 INRE: Preliminary Decree SERVICE TO: Shaun E. O'Toole. Esq. David W Real!er. ESQ. METHOD OF MAILING: o USPS IZIRRR o Hand delivered o Other:_ DATE OF MAILING: 01-23-06 SERVICE TO: ENENVELOPE(S) BY: IZI Petitioner o Judge o Clerk of Orphans' Court METHOD OF MAILING: o USPS DRRR o Hand delivered o Other:_ DATE OF MAILING: ENVELOPE(S) BY:D Petitioner o Judge o Clerk of Orphans' Court C en . Myers Deputy Clerk of Orphans' Court Clerk of the Orphans' Court I"- LI'J [J"'" U"J J:I] J:I] ru I"- rn e e e e U"J rn ..... :r e e I"- U.S. Postal Service I" CERTIFIED MAIL" RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) . . . . . . . . . . I OFFICIA-L USE I Postage $ Cerllfied Fee Return Reclept Fee Postmark (Endorsement Required) Here ReslrIcted Delivery Fee (Endorsement Required) 6Y-7 fit Total Postage & Fees $ :I "J,$:;~~i -. U.S. Postal ServiceTM . ,,,, ,~"i CERTIFIED MAILM RECEIPT . ~~ (Domestic Mail Only; No Insurance Coverage provldfidJ ~~. e ..D e ..D J:I] J:I] ru I"- OFFICI . ............\ ;~.\, Postage $ rn e e Return Reelept Fee e (Endorsement Required) e Restrtcted Delivery Fee U"J (Endo/8emllntRequlred) rn ..... 1btaI postage & Fees Certified Fee Postmark Here o ~- 7b Y $ ~ Y&Nl~~~~1.~~~._..."'_....__."'. ..,..........l. ?!.':'!:_~_~_.._...__..._..._r.r.J,,_ ! n_..____ ___ _c.U.~___:____n. " . CIty. State, ZlPt-4 .i.<::'t~r.:l PS Form 3600, June 2002 See Reverse for Inslr IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA IN RE: ESTATE OF PAMELA J. REAGER DECEASED ORPHAN'S COURT DIVISION No. 07640f2004 PRAECIPE TO ENTER APPEARANCE I, Peter R. Wilson, Esquire hereby enter my appearance as counsel of record in the above- captioned matter. eter R. Wilson, Esquire Sup. Ct. ID # 87655 Reager & Adler, P.C. 2331 Market Street Camp HiII, PA 17011 (717) 763-1383 - phone (717) 909-4939 - fax Dated: OO:b/-;/vtr ) (. -. I -I \._'~" , - R.K - CERTIFICATE OF SERVICE ,~ '-} AND NOW, this l day of -r-vh ru~, 2006, I hereby verify that I have caused a true and correct copy of the foregoing Praecipe to Enter Appearance to be placed in the u.s. mail, first class, postage prepaid and addressed as follows: Shaun E. O'Toole 2813 North Second Street Harrisburg, PA 17110 ~1)2--- Monica d. Zercher Reager &Adler, P.C. 2331 Market Street Camp Hill, PA 17011 BUREAU OF INDIVIDUAL TAXES .. INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ..APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX '* REV-1547 EX AFP (06-05) 01-24-2006 REAGER 08-,11-2004 21 04-0764 CUMBERLAND 101 APPEAL DATE: 03-25-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~~_!~~~-~~~~------~---~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PAMELA J FILE NO. 21 04-0764 ACN 101 .' - . ~ I n. r ~~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PAMELA J ("Ii DAVID W REAGER REAGER 8 ADLER 2331 MARKET ST CAMP HILL PA 17011 ESTATE OF REAGER DATE 01-24-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) 441,550.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 16.399.00 of this form with your 4. Hortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 44.090.95 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 39,552.74 8. Total Assets (8) 541,592.69 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 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 (9) (10) 66,469.40 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at CollateralYClass B rate (18) 19. Principal Tax Due TAX CREDITS: 124.012.69 (11) (12) (13) (14) 190.487 09 351,110.60 .00 351,110.60 .00 X 00 = .00 351,110.60 X 045 = 15,799.98 .00 X 12 = .00 .00 X 15 = .00 (19)= 15,799.98 -.-. "C::'-C::.l.r l+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 08-05-2005 " CD005654 .00 14,457.18 09-16-2005 ........ CD005803 .00 1,342.80 BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-17-2005 TOTAL TAX CREDIT 15,799.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. 193.89 TOTAL DUE 193.89 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. n~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~<J' A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF PAMELA J. REAGER DECEASED ORPHAN'S COURT DIVISION No. 0764 of 2004 ORDER AND NOW, this \~\\, day of ,=-, L.. . , 2006 in consideration of Executor's Response to the Petition to Compel Executor to file and Accounting Under the Probate, Estate and Fiduciaries Code Section 3501, it is ordered that the Executor file his First and Final Account no later than April 30, 2006. 'It lS- n:j(d ri,~t p~o~. ~o....,,?c\ \rr,,> r{\"\tJ 1t;o1 ltt.i wd.<!J ~ ~.)ts.f"?c.rQJ ') 1- PC1r\lfJ.-'lcJ . J. !,j C) ~ Feb 09 06 06:02p Shaun OToole (717) 213-0272 p.2 , , Law Office of SHAUN E. O'TOOLE 2813 North Second Street Harrisburg, Pennsylvania 17110 (717) 213-6653 Fax (717) 213-0272 February 9,2006 The Honorable J . Wesley Oler, Jr. Court of Common Pieas, Cumberland County Cumberland County Courthouse Hanover & High Streets CarHsle, Pennsyivania 17013 Re: Estate of Pamela Reager No. 0764 of 2004 Dear Judge Oler: In the Order filed by Respondent with his Response to the Petition to Compel Executor to File an Accounting Under the Probate, Es1ates and Fiduciaries Code 93501 filed by my client in the above-referenced matter, Respondent sets April 30,2006 as the date by which Respondent will file a First and Final Account. The purpose of this let1er is to inform you that this time frame is acceptable to the Petitioner. Very truly yours, .' .r r. ,r \ i./ -~~ ,~::. : ~ ',/'S"":'"-~'_____- .../..'..j."iI'-::L.!,....- Shaun E. O'Toole SEOhilf cc: Peter R. Wilson, Ef>q. Richard E. Peiffer, II. ,., Feb 09 06 q6:02p Shaun O'Toole (717) 213-0272 p.1 , . Law Office of SHAUN E. O'TOOLE 2813 North Second Street Harrisburg, Pennsylvania 17110 (717) 213-6653 Fax (717) 213-0272 February 9,2006 TELECOPIER COVER LETTER Please deliver this facsimile to: To: The Honorable J. Wesley Oler, Jr. Firm: Court of Common Pleas, Cumberland County Fax No.: (717) 240-6462 # of Pages: 2 (including cover) From: Shaun E. O'Toole " Re: Message/N otes: Attached is the Petition. Hard co y will: not be sent; (X) follow via U.S. Mail; ( follow via ovemi ht express This message is intended only for the use of the individual to whom it is addressed, and may contain infonnation that is privileged, confidential. and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, or the employee or agent responsible for delivering the message to th.e intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the above sender immediately by telephone and remm the original message to the sender via U.S. Mail unless the sender instructs you otherwise. Thank you. \n Re: Est?t~ o~' ~~V\E:..L~ ~~~~~\~ ......r-.~~~.~ ""'."rn~ ,"",r--...~ T"'If'o,""'" .............."l1'.,,-,....,....-..., ~ Vi\..rnJ-\.1'l0 '-.-VUK1 V1 V!.)lVl'< Estate No.: ~ '\ - ~ \...\ - ~ "\ l.o ~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. CERTIFICATE OF SERVICE OF ORDER INRE: J... - '\ '3 - 'J <0 -S\N~ ~- \1.\ -~~ (;:) ~ '\) <<.\~ ORDER DATED: JUDGE'S INITIALS: TIME STAMP DATE: SERVICE TO: ~~"-I\~ ~. ~~~~~_R "'S\A~~N ~ l ~'"'"\ ~~L<':: METHOD OF MAILING: ----s:J USPS DRRR D Hand delivered D Other: _ DATE OF MAILING: -K\S -'J\:, ENENVELOPE(S) ~ Petitioner D Judge D Clerk of Orphans' Court SERVICE TO: METHOD OF MAILING: D USPS DRRR D Hand delivered D Other: _ ENVELOPE(S) BY:D Petitioner D Judge D Clerk of Orphans' Court DATE OF MAILING: q.\Z,--\\~ Deputy Clerk of Orphans' Court Clerk of the Orphans' Court COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REAGER DAVID W ESQ 2331 MARKET ST CAMP HILL, PA 17011 ___n___ fold ESTATE INFORMATION: SSN: 21 0-40-0048 FILE NUMBER: 2104-0764 DECEDENT NAME: REAGER PAMELA J DA TE OF PAYMENT: 02/14/2006 POSTMARK DATE: 02/03/2006 COUNTY: CUMBERLAND DATE OF DEATH: 08/11/2004 NO. CD 006321 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $193.89 I I I I I I I I TOTAL AMOUNT PAID: $193.89 REMARKS: REAGER & ADLER CHECK# 0572 SEAL INITIALS: RSK RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS REAGER & ADLER, PC ATTORNEYS AND COUNSELORS AT LAW 2331 MARKET STREET CAMP Hill, PENNSYLVANIA 17011-4642 717-763-1383 TELEFAX 717-730-7366 WEBSITE: ReagerAdlerPC.com THEODORE A. ADLER + DAVID W. REAGER CHARLES E. ZALESKI LINUS E. FENIClE THOMAS O. WilLIAMS SUSAN J. SMITH SUSAN H. CONFAIR TIFFANY M. CARTWRIGHT PETER R. WilSON JOHN H. PIETRZAK Writer's E-Mail Address:MZercher@ReagerAdJerPC.com + Certified Civil Trial Specialist February 3, 2006 Department of Revenue Bureau of Individual Taxes Inheritance Tax Division P.O. Box 280601 Harrisburg, P A 17128-0601 RE: Estate of Pamela J. Reager File No. 21-04-0764 Our file number: 88-204.006 Dear Sir or Madam: Enclosed please find a check in the amount of$193.89 representing the additional tax due for the above-referenced estate. Please issue a final Notice indicating a zero balance. Thank you for your attention to this matter. Very truly yours, Mo~r=::er Legal Assistant Enclosures BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 01-24-2006 ESTATE OF REAGER PAMELA J DATE OF DEATH 08-11-2004 FILE NUMBER 21 04-0764 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-25-2006 ( See reverse side under Objections) Amount Remitted I /1 '3, )>9 I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER.OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~!_~~9~~_!~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_E~~_y~~~_~~~~~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REAGER PAMElA J FILE NO. 21 04-0764 ACN 101 DATE 01-24-2006 DAVID W REAGER REAGER 8 ADLER 2331 MARKET ST CAMP HIll PA l70ll TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) 441,550.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, submit the upper portion 3. Closely Held stock/Partnership Interest (Schedule C) (3) 16,399.00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 44,090.95 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 39,552.74 8. Total Assets (8) 541,592.69 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 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 (9) (10) 66,469.40 124.012.69 (11) (12) (13) (14) 190.482 09 351, 1l0. 60 .00 351,llO.60 NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: 14, 15 and/or 16, 17, 18 ~nd 19 will returns assessed to date. .00 X 00 = 351'1l0.60 X 045= .00 X 12 = .00 X 15 = (19)= .00 15,799.98 .00 .00 15,799.98 DATE 08-05-2005 09-16-2005 NUMBER CD005654 CD005803 + INTEREST/PEN PAID (-) .00 .00 AMOUNT PAID 14,457.18 1,342.80 BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-17-2005 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 15,799.98 .00 193.89 193.89 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 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CD f/l Sf' ~ ,)>>))) .f>.~E~i,1 :5' ~ \ t \ t '\ fd t:i, '.J r+ ::r (ii' cr o x . INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PAMELA J. REAGER ESTATE NO. 21-04-0764 NOTICE THE FIRST AND FINAL ACCOUNT FOR THE ESTATE OF PAMELA J. REAGER WAS FILED WITH THE CUMBERLAND COUNTY REGISTER OF WILLS ON APRIL 28, 2006. THE ACCOUNT WILL BE PRESENTED TO THE ORPHAN'S COURT FOR AUDIT ON JUNE 20,2006 AT 9:30 A.M. IN THE CLERK OF THE ORPHAN'S COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE, PENNSYLVANIA 17013 AT 9:30 A.M. ANY OBJECTIONS TO THIS ACCOUNTING MUST BE MADE BY JUNE 20, 2006 AT 9:30 A.M. AND SHALL BE FILED WITH THE CLERK OF THE ORPHAN'S COURT, CUMBERLAND COUNTY COURTHOUSE, 1 COURTHOUSE SQUARE, CARLISLE, PENNSYLVANIA 17013. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION NO. 0764 of 2004 ESTATE OF PAMELA J. REAGER, DECEASED LATE OF THE TOWNSHIP OF EAST PENNSBORO FIRST AND FINAL ACCOUNT OF DAVID W. REAGER, EXECUTOR AND PROPOSED SCHEDULE OF DISTRIBUTION ~-) : ) Date of Death: August 11,2004 Letters Granted: August 17, 2004 First Complete Advertisement of Grant of Letters: September 8, 2004 Accounting: August 11, 2004 - Present Purposes of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during its administration of the estate. It is important that the Account be carefully examined. Questions or Objections can be discussed with: David W. Reager, xecutor 2331 Market Street Camp Hill, P A 17011 Pho . 17) - 63-1383 peter' Wilson, Esquire Sup Ct. J.D. #87655 Reager & Adler, P.C. 2331 Market Street Camp Hill, P A 17011 Phone (717)- 763-1383 Fax (717) - 909-4939 t.....~ C':.J " :-:J.J -'-'r r,' 1 ~. C'") ,,'-) '~ c.:-j : '~'r -::J "j ,_ ""J , -, (~) \J,) Assets Real Property: Liquid Assets: Income Total: TOT AL ASSETS: Liabilities Expenses of Administration: Debts: Total: TOTAL LIABILITIES: FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11, 2004 RECAPITULATION $441,550.00 54,252.13 6.310.16 $502,062.29 $502,062.29 $185,185.65 25.119.19 $210,304.84 -210.304.84 Amount available for distribution $291,757.45 FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11,2004 ASSETS Personal Property 8/11/04 8/11/04 8/11/04 8/11/04 8/11/04 8/11/04 Commerce Bank Checking Account: Spousal Support Cash in Wallet Charles Schwab Brokerage Account: Shares of stock in Contract Coatings, Inc. 1999 Subaru Outback Total: TOTAL PERSONAL PROPERTY: Real Property Real property located at: 4 W oburn Abbey Avenue Camp Hill, P A 17011 Total: TOT AL PERSONAL PROPERTY: TOTAL ASSETS: $ 13,974.67 342.92 19.00 14,816.54 16,399.00 8.700.00 $ 54,252.13 $ 54,252.13 $441.550.00 441,550.00 $441.550.00 $495,802.13 FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11,2004 EXPENSES OF ADMINISTRATION 8/1 7/04 Cumberland County Register of Wills: $ 392.00 8/18/04 Cumberland Law Journal - Advertising 75.00 9/08/04 The Sentinel - Advertising 102.11 9/15/04 Cumberland County Register of Wills: 30.00 2/06/06 Cumberland County Register of Wills: 15.00 Reager & Adler, PC - Legal Fees: 12,000.00 8/30/05 Duty's Lock Safe & Security-Change Locks: 119.74 9/08/05 Howard Backenstoss, III - Lawn Care: 2,051.00 9/05/05 Check Charge - Commerce Bank: 20.25 9/20/04 Meyers Harner Funeral Home: 1,684.00 9/20/04 Rupperts Lawn Care: 286.20 9/20/04 Hummel's Mechanica1s: 202.00 10108/04 Patriot News - Sympathy Thanks: 29.96 10/21/04 Trind1e Auto Sales - Tag Transfer: 102.00 10/26/04 Jim McVeigh - Auto Detail: 200.00 11/03/04 Aqua Specialist - Pool Care: 977.96 11/10/04 Nationwide Mutual Insurance Company: 14.30 (Additional Premium) 12/30/04 Nationwide Mutual Insurance Company: 75.00 (Additional Premium - Homeowners) 1/17/05 Joseph M. Greer: 385.00 (Construction Repairs to Home) 2/08/05 Shetter's Lawn Service - Snow Removal: 40.00 2/11/05 Check Charge - Commerce Bank: 20.25 4/08/05 Kern & Company, CPA's-Tax Preparation: 212.50 4/12/05 Travelers Indemnity - Vacant Home Policy: 240.54 4/26/05 Specialty Cleaning Services - Carpet Cleaning: 265.00 5/10/05 Nevin Rentze1, Auctioneer - Appraisal: 350.00 5/12/05 Travelers Indemnity & Affiliates: 129.34 (Additional Premium for Vacant Home Policy) 5/25/05 Kirk Wagner (Labor, House Move & Packing): 90.00 5/25/05 CropfBrothers - Repair Plumbing: 374.62 5/25/05 CS&E - HV AC Repair: 292.77 5/27/05 New Family Enterprises: 510.00 6/14/05 Greg Costea - Furniture Removal: 350.00 8/10/05 Register of Wills - Agent Inheritance Taxes: 14,457.18 8/10/05 8/10/05 9/12/05 8/1 0/05 5/31/05 5/31/05 5/31/05 5/31/05 4/28/06 FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11,2004 EXPENSES OF ADMINISTRATION (Continued) Register of Wills - Filing Fee: Register of Wills - Additional Probate Fee: Register of Wills - Agent Supplemental Return: Commerce Bank - Cycle Service Charge: Real Estate Commission: (The Homestead Group) Misc. Settlement Charges - Sale of Home: 1 % Transfer Tax: Mortgage Payoff - Washington Mutual: Filing Fee - First and Final Account Total TOTAL EXPENSES: 30.00 35.00 1,342.80 18.00 26,493.00 31.00 4,415.50 116,346.63 380.00 $185,185.65 $185,185.65 FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11, 2004 DEBTS OF DECEDENT 8/27/05 Comcast Cablevision: $ 84.48 8/27/04 Bank of America - Final VISA: 341.41 Washington Mutual- Mortgage Payments: 14,684.80 September 2004 - May 2005 11/13/04 Washington Mutual- Additional Escrow: 64.40 8/30/04 Central P A MRI Center: 875.00 PP&L - September 2005 - May 2005: 1,051.45 UGI - September 2005 - May 2005: 942.88 P A WC - September 2005 - May 2005: 168.44 Verizon - September 2005: 24.81 10/26/05 David W. Reager - Expense Reimbursement: 6,175.92 (Medical bills paid on behalf of decedent) East Pennsboro Twp. Sewer: 335.60 (August 2004 - May 2005) 12/13/05 The Johns Hopkins University: 20.00 (Final Payment) 3/31/05 PA Dept. of Revenue - 2004 Taxes: 50.00 Total: $ 25,119.19 TOT AL DEBTS: $ 25,119.19 FIRST AND FINAL ACCOUNT ESTATE OF PAMELA J. REAGER DOD: AUGUST 11,2004 INCOME 5/25/05 Sale of home furnishings: 4,343.20 3/04/05 Homeowner's Insurance Refund: 354.00 2/14/05 Umbrella Policy Refund: 75.00 11/11/04 Final Spousal Support: 342.92 1/23/05 Auto Insurance Refund: 63.00 7/29/05 Johns Hopkins Refund: 10.00 1/21/05 Bank of America -VISA Refund for Overpayment: 93.42 7/13/05 Vacant Home Policy Refund: 83.88 11/1/05 Deposit - Refund 38.00 5/31/05 Prorated Taxes & Sewer - Sale of Home: 906.74 Total: $ 6,310.16 TOTAL INCOME: $6,310.16 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DNISION ESTATE OF PAMELA J. REAGER ESTATE NO. 21-04-0764 SCHEDULE OF PROPOSED DISTRIBUTION Decedent initiated divorce proceedings on May 18, 2004 at Cumberland County docket number 04-2226. Pamela J. Reager, Plaintiffv. Richard E. Peiffer, Jr., Defendant (hereinafter Peiffer). At the time of Decedent's death, Decedent and Peiffer were legally married, although not sharing a marital home, bills or other living expenses. Decedent died August 11, 2004, testate. David W. Reager, Esquire and brother of Decedent was appointed the Executor of the Estate on August 17, 2004. Decedent's Last Will and Testament provides for her estate to be distributed entirely to her parents, Frederick W. Reager and Gwendolyn 1. Reager. Peiffer filed a timely Election Against Will and Conveyances on February 2,2005. Due to the circumstances surrounding her untimely death and the emotions related therewith, the Executor does not wish to contest the Election. However, significant grounds exist under the PEF Code which would permit such a contest. Therefore, the Executor Petitions this Court to issue an order whereby One third of the assets listed herein are distributed to Peiffer and the remaining two thirds are distributed in accordance with the Decedent's Last Will and Testament. INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PAMELA J. REAGER ESTATE NO. 21-04-0764 CERTIFICATE OF SERVICE I hereby certify that on the date set forth below, a true and correct copy of the First and Final Account of David W. Reager was served on the following via U.S. Regular Mail, postage prepaid: Shaun E. O'Toole 2813 North Second Street Harrisburg, PA 17110 Frederick W. Reager 17 S. 24th Street Camp Hill, P A 17011 Gwendolyn J. Reager 17 S. 24th Street Camp Hill, P A 17011 .~ ~ pe~er R. Wilson, Esquire Sup Ct. LD. # 87655 Reager & Adler, P.c. 2331 Market Street Camp Hill, P A 17011 (717) 763-1383 - phone (717) 909-4939 - fax Dated: April 28, 2006 REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS ... .~ No. 2004-00764 PA No. 21-04-0764 Es ta te Of: REA GER PAMELA J " ..' ... ~~~~~.~.....-: .' 'r; t":;~ ~, ~<,~~ ~.'. ...-:, ..~~~~.. ~ '\,' - , r - ,if'" _ .., '. "~c. ".. .'; ~.... ~:::~~:~:,,--~~-..-~~~.~ ~~{; -'-:.~ - ~~ ,: ::,. .It. ". (Last, First, Middlel ~ Late Of: EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Soc i al S ecur i ty No: 210-40-0048 WHEREAS, on the 17th day of August 2004 an instrument dated July 18th 2002 was admitted to probate as the last will of REA GER PAMELA J (Last, First, Middle) la te of EAST PENNSBORO TOWNSHIP, CUMBERLAND County, who died on the 11th day of August 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: REA GER DA VID W who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 17th day of August 2004. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) dlb\WIIIS\reager.PJ July 18, 2002 LAST WILL AND TESTAMENT OF PAMELA J. REAGER I, PAMELA J. REAGER, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking any and all prior wills and codicils thereto by me at any time heretofore made. no "T't FIRST ;; Q,',' d -r'c"'" :::l 0":'. .J:=>. ;:i5~~ g<; = r,:~,~ I direct that all my just debts and the expenses of my last ~Ilness @ fun~r~!, shall be paid from the assets of my estate as soon as practicable aftel5rtlY decease. ':', n ;,,; -.J ..' .:J I authorize my personal representative to expend funds ffog; my~state~}~:' such amounts as my personal representative shall consider necessarJ ~nd d~irable; f:d:lr the purchase, erection and inscription of a suitable marker for my grave. 00 SECOND I give and bequeath all automobiles, household effects and other tangible personal property, not including cash or securities, owned by me at my death, together with all policies of insurance thereon, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. Should both FREDERICK W. REAGER and GWENDOLYN J. REAGER not be living on the sixtieth (60th) day after the date of my death, I bequeath such tangible personalty and insurance thereon to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. THIRD I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my parents, FREDERICK W. REAGER and GWENDOLYN J. REAGER, of Camp Hill, Pennsylvania, providing that they are living on the sixtieth (60th) day after the date of my death. In the event both FREDERICK W. REAGER and GWENDOLYN J. 1 1 , / ,) / 'I ' ,.", /'''? J --1,-/",", ~ <' i / /,'! ,J- r /, 1-, / t-v1 }i..(;..t.-vG-j l '-../;:./ r~'- , ./ Pamela J, Reager ....1'-'\Yv,,'....,,~gtj\;O..t-'J July 18. 2002 REAGER are not living on the sixtieth (60th) day after the date of my death, then I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my brother, DAVID W. REAGER, of Camp Hill, Pennsylvania. FOURTH All principal and income, until actual distribution to the beneficiaries, shall be free of the debts, contracts, assignments, alienations and anticipations of any beneficiary, and the same shall not be subject to any levy, attachment, execution or sequestration. FIFTH I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expenses of the administration of the estate. SIXTH My personal representative shall have the following powers in addition to those vested in him by law and by other provisions of this Will: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity. B. To invest in all forms of property as my fiduciary may deem proper, without regard to any principle of diversification, risk or productivity. C. To purchase investments at a premium or discount. D. To exercise all rights of a security holder or shareholder in any corporation; to give proxies; to join in any merger, consolidation, reorganization, voting trust plan, or other concerted action of security holders; and to delegate discretionary duties with respect thereto. ij i E. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as he deems proper. 2 7 .......'..l ) . I .... . /' i /0,_ . ,;'--1' .' .' ,<! ,Z~/ ..; ito! 1/ i/C--?L.=-7.! /1 ./' A" .-..h ___. "'" v" ~ ,./ i--~~~...( - Pamela J. Reager dlb\wills\reager. pj July 18, 2002 F. To allocate receipts and expenses to principal or income, or partly to each. G. To borrow money from my corporate fiduciary or others and to mortgage or pledge any real or personal property as security therefore, in his sole discretion. H. To compromise any claim or controversy without order of court or consent of any beneficiary. I. To exercise any option, right or privilege granted in insurance policies or arising from ownership of investments. J. To make any distribution herein provided for in cash, in kind, or partly in each, at valuations fixed by my personal representative at the time of distribution. K. My fiduciary may, in his or her sole discretion, donate any part or all of my tangible personal property to any charitable organization(s) which would benefit from such donation. My fiduciary is then instructed to use the value of said donation(s) as an tax deduction for any inheritance tax return which may be required to be filed as a consequence of my death. SEVENTH I appoint my brother, DAVID W. REAGER, Executor, of this, my Last Will and Testament. Should DAVID W. REAGER predecease me or for any reason fail to qualify as such Executor, or having qualified, fail to serve as such Executor, then I nominate, constitute and appoint JEANNE R. REAGER of Camp Hill, Pennsylvania, Executrix of this My Last Will and Testament. EIGHTH My Executor shall not be required to post security in any jurisdiction. 3 7 ^ ] _ " j' /' 7 J ' '-"7-- 'l/' / . t./ /C, ,/ I Cl/j/)r:.e~'<:'-t~/ t "--~~~ I II --- Pamela J. Reager dlb\wills\reager.pj July. 18, ~002 . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four (4) typewritten pages, the first three (3) of which bear my signature in the margin for the purpose of identification, this it-3M day of July, 2002. /)"" " uA!d)~! ./: ,) / / " '..J/-J(l<-f1' . i 7' /~~-?t____ ! if PAMELA J. REAGER, Testatrix (I Signed, sealed, published and declared by the above-named Testatrix, PAMELA J. REAGER, as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. .12~[' /d.L#~ Address~d..i' /~ ~~[ ~ a~ I ,//J~4..?~ .,..~~~p /~ /"?o,So all Address Z1f; 71 It{ ~vtul- . fI--, I ~ #-/1( 7;1- /7JI/ 4 dlb\wills\reager.pj July' 181 ~002 . COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF CUMBERLAND ) I, PAMELA J. REAGER, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED. SWORN OR AFFIRMED TO A~D ACKNOWLEDGED BEFORE ME BY PAMELA J. REAGER, THE TESTATRIX THIS <! ~AY OF JULY, 2002. - ,/'\ 11:'; "+7:U~/ ;CL~~1/JL- Testatrix v COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF CUMBERLAND ) WE,/VLC=-L?/c://fl~.rov/Tz.. AND ~(,.t/t..---l.'~~ , THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE SIGNED WILLINGLY AND THAT SHE EXECUTED IT AS HER FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN EXPRESSED; THAT EACH OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, TH IS 18'-1 ir- DAY OF JULY, 2002. /'/ c p:. _ ~~6u ~-;J ,/'1 /1 ' . I) (' r ,J '" .. '_.,J>.. if' ,. .' f. .", "'.;" i"" 't .1\ .n ; <1.--1... ~/)~ Jj.t l)l'Ota pllhlic Notarial Seal TIeOOntl L. Brenneman, Notary Public Camp Hi. Boro, Cumberland COlJ1l.y My CommissIon Expires JLI1e 18, 2006 Member. Pennsylvania AlIOCIaIIon Of Notaries Witness ,/1 . " , (L' I t \~') /. f; ...; J~ '.' / " " , {? ...L1 r, i c~.4,.('U :?,.k___~ f'J ota ry P bl i bebor: Notarial Seal , all .l. Brenneman, Nota/}' Public Camp H~ ~ro, Cumberland County My CommiSSIOn Expires June 18,2006 Member. Pennsylvania ASSOCialion Of Notaries 5 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tammy Shoemaker, Customer Care/Sales Manager, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following date(s) August 25 & September 01,08,2004 COPY OF NOTICE OF PUBLICATION ~ . NOTICE Affiant further deposes that he/ she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of ~ Letters Testamentary for the Estate of PAMELA J" REAGER who died August 11, 2004, late of East Pennsboro Township were granted to David W. Reager, Executoron August17, 2004. All those having a claim or those indebted to the estate should make their position )mown by contacting: David W.Reager, Esquire Reager & Adler, P.C: 2331 Market Street Camp Hill, PA 17011 (717)763-1383 Sworn to and subscribed before me this 08th day of September, 2004 ~~ IY\ uJu.. <] tV{ Notary Public My commission expires: cl ~ I S'"'- 67 Notarial Seal . Cyndl M. Wright, Notary Public $l!vll~ Splina Twp., Cumberland County . My bOItlfi1I.llon Expires Apr. 15. 2007 m r, t!nnsylv!nlaAssociation of Notaries ,-' CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 , , , ~j SEPTEMBER 10, 2004 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: David W. Reager, ESQUIRE RE: Pamela J. Reager, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. --------------------------------------------------------------------- --------------------------------------------------------------------- Advertisement inserted on following dates: AUGUST 27, SEPTEMBER 3, 10,2004 Second Proof Request $ 75.00 $ 0.00 $ 0.00 $ 75.00 ------------- Advertising Cost Proof of Publication Payment Received Total Amount Due $ 0.00 Payment received AUGUST 24, 2004 by Becky H. Morgenthal/Executive Director ~",... PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the COlmty and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: AUGUST 27, SEPTEMBER 3,10,2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. -- Reager, Pamela J., dec'd. Late of East Pennsboro Town- ship. Executor: David W. Reager. Attorneys: David W. Reager, Es- quire, Reager & Adler, P.C., 2331 Market Street, Camp Hill, PA 17011, (717) 763-1383. SWORN TO AND SUBSCRIBED before me this 10 day of SEPTEMBER 2004 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~O'- r~ REV-1607 EX AFP (03-05) PA 17011 03- 06 -210 06 REAGER PAMELA 08-11-2(104 21 04-0764 CUMBERU\ND 101 Amount Remit~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: J DAVID W REAGER REAGER & ADLER 2331 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your ta~ ~aymR~t. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF REAGER PAMELA J FILE NO. 21 04-0764 ACN 101 DATE 03-06-2006 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-24-2006 PRINCIPAL TAX DUE: 15,799.98 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-05-2005 CD005654 .00 14,457.18 09-16-2005 CD005803 .00 1,342.80 02-03-2006 CD006321 193.89- 193.89 TOTAL TAX CREDIT 15,799.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 lli IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TN!':TRII~TTnNc:. l BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX REV-1547 EX AFP (06-05) 01-24-2006 REAGER 08-11-2004 21 04-0764 CUMBERLAND 101 APPEAL DATE: 03-25-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER.OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --to RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PAMELA J FILE NO. 21 04-0764 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PAMELA J DAVID W REAGER REAGER & ADLER 2331 MARKET ST CAMP HILL PA 17011 ESTATE OF REAGER DATE 01-24-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. Real Estate (Schedule A) (1) 441,550.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 16,399.00 of this form with your 4. "ortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) (5) 44,090 .95 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 39,552.74 8. Total Assets (8) 541,592.69 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/"isc. Expenses (Schedule H) 10. Debts/"ortgage Liabilities/Liens (Schedule I) 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 (9) (10) 66,469.40 124.012.69 (11) (12) (13) (14) 190.482 09 351,110.60 .00 351,110.60 NOTE: I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 ~nd 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 351,110.60 X 045 = 15,799.98 .00 X 12 = .00 .00 X 15 = .00 (19)= 15,799.98 . l+J A"OUNT PAID DATE NU"BER INTEREST/PEN PAID (-) 08 05-2005 CD005654 .00 14,457.18 09-16-2005 CD005803 .00 1,342.80 BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-17-2005 TOTAL TAX CREDIT 15,799.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. 193.89 TOTAL DUE 193.89 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU "AY BE DUE A REFUND. SEE REVERSF STOF OF THTS FORM FOR TN~TRII"'TTnN~ \ r I hereby certify that written notice of the filing of this Statement of Proposed Distribution, and of the dtae, time and place when same will be presented to the Court for confirmation and the of the last day to file written objections to said STatement of Proposed Distribution, has been given to every unpaid claimant and to every other person known to the accountant to have a claim or an interest in the estate as a creditor, beneficiary, heir or next of kin. A Copy of said Statement was incl his Notice. Peter R. Wilson, Esquire Reager & Adler, P.C. 2331 Market Street Camp Hill, PA 17011 763-1383 - phone Sup Ct. ID No. 11&55 REAGER & ADLER, P.C. ATTORNEYS AT lAW 2331 MARKET STREET CAMP Hill, PA 17011-4642 (717) 763-1383 """"~ -_.~---_. _.- -::---'-'-' "'3 INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY ORPHAN'S COURT DIVISION ESTATE OF PAMELA J. REAGER ESTATE NO. 21-04-0764 , AND NOW, this l.t> fb. day of ORDER :\u-,e- , 2006, it is hereby ordered that Richard E. Peiffer, Jr. be and is hereby awarded one third (1/3) of the total available for distribution hereunder with the remaining two thirds (2/3) being distributed in accordance with the Last Will and Testament of Pamela J. Reager. J. #~ ;.,':,) \.0 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pamela 1. Reager Date of Death: August 11,2004 Will No.: 2004-00764 PA File No.: 21-04-0764 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 -,J No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes -,J No B. The separate Orphans' Court No. (if any) for the personal representative's account is: 21-04-0764 C. Did the personal representative state an account informally to the parties in interest? Yes -,J No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 6/1-/'1 /d~ I I Date: / (.~. ~k.. David W. Rea er, Esquire Reager & Adl r, P.C. 2331 Market Street Camp Hill, PA 17011 (717) 763-1383 Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (03-05) DAVID W REASER REASER & ADLER 2331 MARKET ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-06-2006 REASER 08-11-2004 21 04-0764 CUMBERLAND 101 PAMELA J Allount Rellitted PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONS THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF REASER PAMELA J FILE NO.21 04-0764 ACN 101 DATE 03-06-2006 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: 01-24-2006 PRINCIPAL TAX DUE: 15.799.98 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-05-2005 CD005654 .00 14,457.18 09-16-2005 CD005803 .00 1,342.80 02-03-2006 CD006321 193.89- 193.89 C.\ TOTAL TAX CREDIT 15,799.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 ., 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. ) c..-