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Home My WebLink About03-0521 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Sara A. Behney No. d;~ i -- 0 ~ -- ~',~, I also known as Sara Ann Behney , Deceased Social Security No. 195-07-3153 Manufact___urers and Traders Trust C~uccessor to Allfirst Trust Com an of Penns Ivania N.A. Petitioner(s), who is/are 18 years of age or older, apply(les) for: ~ ~ (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the [~ Decedent, dated June 22, 2000 and codicil(s) dated State relevant circtJmsta~ces, e.g,, renunciation, death of executor, e~c, Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: J ~ B. Grant of Letters of Administration {d.b.n.c.t.a.: bendente lite; durante absentia; durante mi~odtate} Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: r Name Relationship Residence (COMPLy_ I ~- IN ALL CASES:) Attach additional sheets if necessary, i Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 500 Walnut Street, Apt. lB, Lemoyne, Pennsylvania (list street, number and mun;~[y) Decedent, then. 86 years of age, died June 3 , 2003 , at her residence (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ...................................................................................... $ (If not domiciled in PA) Personal property in Pennsylvania ................................................................. $ 300,000.00 (If not domiciled in PA) Personal property in County ................................................................................ $~-' Value of real estate in Pennsylvania Real Estate situated as follows: .................................................................................................. _. 300,000.00 Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or pdnted name and residence Ruth Ann,M~ille~''''~-~ Manufacturers and Traders Trust Company, successor to Allfirst Trust "~t~'/'~-~-L:' 4~ -~/~/tf~"~-~,~ /c°mpany°fPennsylvania'N'A' Form RW-1 Page 1 of 2 (Dauphin County) - Rev. 9/92 475185.1 Iq- Oath of Personal Representative Commonwealth of Pennsylvania County of The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) andChat, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law', ~ /--, . Sworn to and affirmed and subscribed before me this ~ day of ~~ 2~ ,o. ,2./- o&- 52.1 Estate of ~0,..., -~ ~)~h~0~ Deceased Social Security No: ,)~5 -O3 -~ 15~ ~ate of Death: ~ - ~ -~ AND NOW, ~k~ ~ ~ ,20 ~ , in consideration of the Petition on the reverse side hereon, satisfactow proof having been presented before me, IT IS DECREED that LeEers ~ Testamentaw B of Administration ~ ~ - ~ ~ d.b,n.c.t.; ~e lite; dum~e a~ia; dum~e mi~e are hereby granted ~o~~~ ~Y~,~x~ ~ ~ ~ ~ in the above estate and that the inst~ment(s) dated o 0 - o ~ "" described in the Petition be admi~ed to probate and filed of record as the last Will of Decedent. FEES LeEers ........................... ,~~~~ ~ ~t~ ~,~a.¢~ ~ ~ k~¢~~ --- ~R;gister ;, Wills Shod Cedifi~te(s) .......... $ ~0. O0 Renunciation .................. $., Affidavit ( ) ................. $ E~ra Pages ( ) ............ $ ~I,R~ Codicil .......................... $ JCP Fee ........................ $ /¢, ¢[~ A~orney: Joanne Book Christine Inventow ....................... $ I.D. No: 82028 Other ............................ $_ Address: Rhoads & Sinon LLP, PO Box 1146 1 South Market Square, Harrisburg, PA 17108-1146 TOTAL ................ $~ ( '~ Telephone: 717-233-5731 FO~ RW-1P~e 2 of 2 (Dau¢in ~u~). Rev, ~2 ~ -Fhis is to certify that the information here given is correctly copied from an original certificate of death dui3, filed with me as l~ocal 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 ~~ /':~,,:'~ ~=r /~/ ~ ~Wi~ LoCal Regiitfa} No. ~ Date 144 ~¥. 1/~11 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) STATE FttE N~MOER Sara A Behney O~- ~/~ , June 3, 2003 86 ~ug. 31, 1916 . n, C~berland Lemoyne 500 Walnut Street ~ ~"~,,~.. ~. ~, ~. ze C~) June 3, ~003 ' --- " .................... "~~'~"~'~.~.~m~T~-~.,~ .................. ' ~ June 5, 2003 '~ ~~ Michael rris, Coroner ~"~ .......................... : ..~.~: ..... ~ m ~ tim'S' ~ ~m'~ d~ t° h ~'~") Nechan2caburg, Pa. 17050 LAST WILL AND TESTAMENT OF SARA A. BEHNEY I, SARA A. BEHNEY, of Lemoyne, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. 1. TANGIBLE PERSONAL PROPERTY. I direct my Executor to sell all of my household furniture and furnishings, automobiles, other motor vehicles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, boats and recreational equipment and vehicles. The proceeds of such sale shall pass as a part of my residuary estate. 2. BEQUEST. I give, devise and bequeath the sum of TWO THOUSAND DOLLARS ($2,000.00) to ZION LUTHERAN CHURCH, 15 South Fourth Street, Harrisburg, Pennsylvania. Page 1 of 7 pages 346590.1 3. RESIDUE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a power of appointment (which powers of appointment I hereby exercise in favor of my estate), in three equal shares to the following: (a) One equal share to my niece, MARILYN ROY, now of 2761 21sT Street, Sarasota, Florida, if she survives me. If she does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(b) and 3(c) hereof. (b) One equal share to my nephew, HARRISON EVANS, now of 4507 Norton Lane, Columbus, Ohio, if he survives me. If he does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(a) and 3(c) hereof. (c) One equal share to my nephew, RICHARD EVANS, now of 615 Savannah Drive, Columbus, Ohio, if he survives me. If he does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(a) and 3(b) hereof. If any two of the three beneficiaries named in this ITEM 3 do not survive me, the entire residue shall pass to the surviving beneficiary named in this ITEM 3. 4. SPENDTHRIFT PROVISION. No interest in income or principal of my estate shall be subject to attachment, levy or Page 2 of 7 seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 5. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. 6. FIDUCIARY POWERS~ In the settlement of my estate, my Executor shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. (b) To vary investments, when deemed desirable by my Executor, and to invest in such bonds, stocks, notes, Page 3 of 7 real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates, or as to which my corporate Executor or any of its affiliates are investment advisors, as my Executor shall deem wise, without being restricted to so called "legal investments". (c) In order to effect a division of the principal of my estate or for any other purpose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consuramate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. Page 4 of 7 (f) To borrow money from any party, including my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate. (h) To vote any shares of stock which form a part of my estate and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate. (j) To assign to and hold in my estate an undivided portion of any asset° (k) To hold investments in the name of a nominee. (1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (n) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without bond or security and to have all powers, authorities and discretions conferred hereunder. Page 5 of 7 (o) To employ and compensate from income or principal, in the discretion of my Executor, investment and legal counsel, accountants, brokers and other specialists, and, whenever there shall be no corporate Executor in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. 7. TAX CLAUSE. All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 3 of this Will as an expense and cost of administration of my estate. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 8. EXECUTOR APPOINTMENT. I hereby appoint ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., with offices in Harrisburg, Pennsylvania, as Executor of this Will. All references in this Will to my "Executor" shall refer to my originally named Executor, or to my successor Executor, as the case may be. 9. WAIVER OF BOND; FIDUCIARY FEES. My Executor shall qualify and serve without the duty or obligation of filing any Page 6 of 7 bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, this ~ day of ~l/Lc~x-- , 2000. Page 7 of 7 pages Sara A. B j~i~ (SEAL) We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF ~.~~~/Y.-- : and '7~I~ ~. ~/.~.~,'1/~-- , the Testatrix and the Witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, do hereby declare to the undersigned officer that the Testatrix, in the presence of the Witnesses, signed said instrument as her Last Will and Testament, that she signed voluntarily, that each of the witnesses, in the presence of the Testatrix and of each other, signed said Will as a witness and that to the best of the knowledge of each witness, the Testatrix was at the time of sound mind and under no constraint or undue influence. S~ra A. Behney ×/ Witness Subscribed and acknowledged before me by SARA A. BEHNEY, the Testatrix, and subscribed and sworn to before me by k_7~)/~///'~_~, ~~' ~~i~z/~d ~/~.~ ~. J~l'/./.~ the witnesses, on this ~2 day of ~ ~r .~, 2000. ~ Notary P~ic My Commission Expires: (SEAL) ~ ,Jo Ann Seker, Notary Public I Harrisburg, Dauphin County I ! My Commission Expires June 30, 2003 ~emb~: ~n.~ytvania Association of Notaries LAST WILL AND TESTAMENT OF SARA A. BEHNEY ~flO.~D§ ~ ~:~TO~T LLP ATTORNEYS AT LAW ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sara Ann Behney Date of Death: June 3, 2003 Will No. Adm. No. 2003-00521 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on July 17, 2003. Name Address Marilyn Roy 2761 21st Street Sarasota, FL 34234 Harrison Evans 4507 Norton Lane Columbus, OH 43213 Richard Evans 615 Savannah Drive Columbus, OH 43228 Zion Lutheran Church 15 South Fourth Street Harrisburg, PA 1 ? l 10 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NO EXCEPTIONS Date: July 17,2003 Signatur Nmme: _/~ Joarm¢ Book Christine, Esquire Attorney ~i9/qo.: 82028 - Address: ~ ? Rhoads & Sinon LLP ~r P.O. Box 1146 - ~?~ , Harrisburg, PA 17108-1146 ~-~' Telephone: (717) 233-5731 ,-ca Capacity: Personal Representative ~-~ ~ X Counsel for Personal Representative 480425.! ROBERT H. LONG, JR.z DEAN F. PIERHA~EI SHERZLLT. HOYER KENNETH L. JOEL' ATTORNEYS AT LAW ~AN P. PADEN DEBRA H. KR[ETE OF COUNSEL RZCHARD B. WOOD TODD 3. SH[LL m W E L F T H F L O O R HENRY W. RHOADS ~ B. ~S III2 DAVID M. BAUSCH ). BRUCE WALTER THOMAS ). NEHILLA O N E S O U T H M A R K E T S Q U A R E JOHN P. MANBECK ROBERT ). TRIBECK R~IRED F~NK ). LEBER TIMOTHY ). NIEMAN )OHN C. DOWLING PAUL A. LUNDEEN LORI J. McELROY P.O. B O X 1 14 6 )ACK F. HURLEY, 3R. KEVIN M. GOLD PAUL H. RHOADS DAVID B. DOWL1NG CARL D. LUNDBLAD HARRISBURG~ PA 17108-1146 DAVID F. O'LEARY JAMES E. ELLISON 1907-1984 DAVID O. TWADDELL RICHARD E. ARTELL FRANK A. SINON PAUL ). BRUDER ]Rtl 1910-2e03 STANLEyCHARLES A. 3' FERRYsMiTH MICHAELJOANNE BOOKw. WINFIELD'C~RISTINE T E L E P H O N E { 7 1 7 ) 2 3 3 - 5 7 3 1 )OHN M. MUSSELMAN JENS H. DAMGAARD~ STEPHANIE E. DIVI~ORE 1919-1980 DRAKE D. NICHOLAS ~TH~EN D. BRUDER~'~ CLYLE R. HENDERSHOT THOMAS A. FRENCH~ ~ U ~ F A X: { 7 1 7) 2 3 2 - 1 4 5 9 ~922-~980 DEAN H. DUSINBERRE ~N M. ~ DONNA Mi. CLARK HB~Z. ~y E M A I L: ~eals~oads-sinon.com CHARLES E. GUTSHALL J~3. ]~ PAUL F. WESSELL 3ENNI~ =~ W E B S [ T E: ~.~oads-sinon.com D[RE~ DIAL NO. 3AMES H. CAWLEY (717) 231-667 I ALSO ADM~ED TO THE DISTRICT OF COLUMBIA BAR opt u°e-'em[er z~, 2OO3 2 ALSO ADMI~ED TO THE FLORIDA BAR FILE NO, 3 ALSO ADMI~ED TO THE MARY~ND BAR 4 ALSO ADMI~ED TO THE NEW JERSEY BAR 5 ALSO AOMI,EO TO THE NEW YORK BAR 1427/01 6NA~ONALBOARD OF TRZAL ADVOCACY CER~FZED Re: Estate of S~a ~ Be~ey Register of Wills ~ I - o B- Cmberl~d Co~W Cou~ouse Hi~ ~d H~over S~eets C~lisle, PA 17013 Dear Ladies: Enclosed is a check in the amount of $33,250.00 representing payment on account of Pennsylvania Inheritance Tax for the Estate of Sara Ann Behney, file number 00521 of 2003. We are making payment within three months of Sara Ann Behney's death (June 3, 2003) in order to qualify for the 5% discount for early payment. ?'. Very truly yours, ~,i RHOADS & SINON LLP By: . o erly A Meals =' Legal Assistant Enclosure cc: Ruth Ann McMillen, M&T Bank, Executor 485983.1 YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA RATON, FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-I 162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD OO2967 RHOADS & SINON P O BOX 1146 HARRISBURG, PA 17108-1146 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $33,250.00 ESTATE INFORMATION: SSN: 195-07-3153 FILE NUMBER: 2103-0521 DECEDENT NAME: BEHNEY SARA A DATE OF PAYMENT: 09/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2003 TOTAL AMOUNT PAID: $33,250.00 REMARKS: M & T BANK - C/O RHOADS & SINON CHECK# 400015508 INITIALS: JA SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS M _T Investment Group M&T Bank, 213 Market Street, Harrisburg, PA 17101-2127 717 255 2059 September 16, 2003 The Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Sara A. Behney File #2003-00521 Dear Sir or Madam: Enclosed please find an original Safe Deposit Box Inventory in regards to the above Estate. Would you kindly file the original, time-stamp the copy that is also enclosed and return the copy to me in the self-addressed stamped envelope provided. As always, thank you for your cooperation in this matter. (Mrs.) Ruth Ann McMillen Assistant Vice President & Trust Officer RAM/lt Enclosures C: Joanne Book Christine, Esquire ~EV.4~ EX+ IS-X) ~ COMMONWEALTH OF PENNSYLYANIA SAFE DEPOSIT BOX DEPARTMENT OF REVENUE D,V,.,O. INVENTORY ~OST OmCE ~ox E327 HARRISBURG, PA 17'105.8327 Please Print or Type MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL iNSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRES J~ COUNTY CODE jj FILE NUMBER J~ SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 21 J 2003-00521 [~ 1D5-07-3153 I~! DECEDENT'S NAME (LAST, FIRST, MIDDLE) · ~,~ DATE OF DEATH Behney Sara A. ~-- 6/3/03 ~ ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) 500 Walnut Street Apt. B-1 Lemoyne PA 17043 UNAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX (NAME) Ruth Ann McMillen. Assistant Vice President Manufacturers & Traders Trust Company (STREET ADDRESS) (CITY) (STATE) {ZIP-COD~ 213 Market Street Harrisburg, PA 17101 U NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) (RELATIONSHIP) Ruth Ann McMIllen, Assistant Vic~ President of Manufacturers & Traders Trust Co. (STREET ADDRESS) (CITY) ISTATE) fZIP CODE) 213 Market Street Harrisburg PA 17101 b. (NAME) (RELATIONSHIP) Sharon Bradnick, Assistant in TrUst Administration Manufactuers & Traders Trust (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) 213 Market Street Harrisburg, PA 17101-,, c. JNAME) (RELATIONSHIP) (STREET ADDRESS) (CITY) (STATE) (ZIP CODE) ~ NAME AND ADDRESS OF FINANCIAL INstitUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) Manufacturers & Traders Trust COmpany, formerly Allfirst Trust Compnay of Pennsy]~nia, (STREET ADDRESS) (CITY) (ST~,TE) (Z~ CODE) . NA 3502 Paxton Street (Hbg East Mall) Harrisburg, PA 17111 j~J NAME OF PERSON MAKING LAST ENTRY Jill DATE AND TIME OF LAST ENTRY Sara A. Behney ~-- 3/26/01 3:26pm j~J DATE OF CONTRACT TO RENT BOX ~j~ NUMBER OF BOX ~J TITLE UNDER WHICH BOX IS REGISTERED 4/26/75 ~ 806 I Sara A. Behney Il.1 NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) b. (NAME) (STREET ADDRESS) (STREET ADDRESS) iClTY) (STATE) (ZiP CODE) (CITY) (STATE) (ZIP CODE) j~ NAME AND TITLE OF EMPLOYE TAKING THE INVENTORY Ruth Ann McMillen, Asst. Vice President Sharon Bradnick, Trust Assistant ~ WAS A WILL IN THE BOX? ~YES ]~NO If yes, a. Date of will: b.Name and address of personal representative, if named in the will (NAMEt Page I of 2 SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Cash: Report total only. (2) Stacks: List in detail every common or preferred certificate, warront or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. ITEM ITEM DESCRIPTION NO. 1 Cash - $1,942.0~ 2 $22,~00 in Silver Dollars 3 $14.00 - in half dollars 4 $14.00 - in quarters ~ 5 1 $2.00 bill 6 1 silver dollar Series. 1923 7 1 dollar United States Note - Series 1917 8 1,632 shs First Union Corp., dated 5/23/98, Cert ~FS510403, reg Sara Ann Behney 9 180 shs Lucent Technologies, dated 4/1/99, Cert~/LU2876992', reg Sara A. Behney 10 $ 500 Savings Bond, Series HH, Issued 7/86 f~D1573102HH 11 $1,000 Savings BOnd, Series HH, Issued 7/86 ~M2020160HH 12 $1,000 Savings Bond, Series HH, Issued 7/86 #M2020161HH .13 Franklin Mint Christmas Ingot - 1974 (The Snowman) 14 , Franklin Mint Christmas Ingot - 1975 (The Open Sleigh) 15 (2) Lincoln/Kennedy Penny - 1973 16 (1) Scenic Engraved Cen. t Gettysbu. rg, PA 1974 17 (1) Scenic Engraved Cent Hex Si. gn 1974 18 provident Mutual Life Insuramce Co of Philadelphia, Group insurance policy 19 American F'l'.delity & Liberty, Liberty InSurance-Co., Inc.; 20 North American Life & Casualty Co. - Flexible ~remium Deferred Annuity 21 North American Life & Casulaty Co. - Flexible Premium Deferred Annuity 22 Cemetery Deed my knowiedge~~',/~ I certify under p~naity of per_j, ury that.the above record is correct and complete to the best of r.///r~ Ruth An~ ~cMillen, Asst. Yice President Sharon Bradnick, Trust Assistant ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003634 M&T TRUST CO SUCC TO ALLFIRST 213 MARKET ST HARRISBURG, PA 17101 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold ~ 101 $25,384.89 ESTATE INFORMATION: SSN: 195-07-3153 FILE NUMBER: 2103- 0521 DECEDENT NAME: BEHNEY SARA A DATE OF PAYMENT: 03/03/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/03/2003 '.' TOTAL AMOUNT PAID: $25,384.89 REMARKS: M&TINV. GROUP '~- CHECK# 51257 · - INITIALS: AC : - SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS OFFICIAL USE ONLY REV- 00 Ex, 6_oo REV-1500 COMMONWEALTH OFPENNSYLVAN,A NHERITANCE TAX RETURN FILE NUMBER DEPARTMENT OF REVENUE DE...o o RESIDENT DECEDENT 21- 03- 0521 HARRISBURG, PA 171Z8-0601 . COUNTY CODE YEAR NUMBER D DECEDENT'S NAME {LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER E Behney Sara A. 195-07-3153 C DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) E THIS RETURN MUST BE FILED IN DUPLICATE WITH THE D 06/03/2003 I 08/31/1916 REGISTER OF WILLS e (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER N T 1. Original Return 2. Supplemental Return 3. Remainder Return prior to 12:-13-8;>) C A P B 4. Limited Estate · Future Interest Compromise (date of death after 1;>- 1;>-8;>) 5. Federal Estate Tax Return Required EHpp~RoL 6. Decedent D,ed Testate Decedent Maintained a LNing Trust i 8. Total Number of Safe Deposit Boxes C R A C (Attach copy of Will) {Attach copy of Trust) KOTK ES ~-~ 9. Litigation Proceeds Received r-IlO. Spousal Poverty credit [] 11. Election to tax under Sec. 9113(A) (date of death between 1;>-31-91 and 1 - 1-95) (Attach Sch O) C OP NAME COMPLETE MAILING ADDRESS O Ruth Ann McMillen R DN ~lRMN.AM~.(IfApplicable)Mi~nufacture.rs ~O~Traders 213 Market Street R irusE company, successor to All~lrst E NE Trust Company of PA, NA Harrisburg, PA 17101 S T TELEPHONE NUMBER 717/255-2109 1. Real Estate (Schedule A) (1) None I OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 257,641.19 3. Closely Held Corporation, Partnership or (3) N~it :33 Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) N .(~[~er' ; ~~"~) o ~' R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 198,675 i, 29 C (Schedule E) Ap 6. Jointly Owned Property (Schedule F) (6) None oJI ' I ~ Separate Billing Requested U 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) No,n,e L (Schedule G or L) A Ti 8. Total Gross Assets (total Lines 1-7) (8) O~ 456,316.48 O 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 50,460.00 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) i, 290.53 11. Total Deductions (total Lines 9 & 10) (11). 51 r 750.53 12. Net Value of Estate (Line 8 minus Line 11) (12) 404,565.95 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 2 ~ 000.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 402,565.95 C O SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M T UP 15. Amount of Line 14 taxable at the spousal tax A X AT rate, or transfers under Sec. 9116(a)(1.2) 0.00 X .0 0 (15) 0.00 T 16. Amount of Line 14 taxable at lineal rate 0.00 X .0 45 (16) 0.00 I 17. Amount of Line 14 taxable at sibling rate 0.00 O X .12 (17) 0.00 N 18. Amount of Line 14 taxable at collateral rate 402,565.95 X .15 (18) 60 ~ 384.89 ;:. Tax Due ....... (19) 60,384.89 . ... .... ... . .......... ~ . ........~ ~ ~.. ?:.. ::.....:. ~.. % ::....~ .:~. Copyright (c) 2:000 form software only The Lackner Group, [nc. Form REV-1500 EX (Rev. 6-00) - Decedent's Complete Address: STREET ADDRESS 500 Walnut Street Apt. B-1 CITY ISTATE IZIP Lemoyne PA 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 60,384.89 Z. Credits/Payments A. Spousal Poverty Credit 0.00 B. Prior Payments 33,250.00 C. Discount 1,750.00 Total Credits(A+B+C) (Z) 35,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. ($) 25,384.89 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (53) 25,384.89 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for fe of either payments, benefts or care? ............ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ ~ [~] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge, SIGNATURE OF PERSON RESPONSIBLE FOR FiLING RETURN Manufacturers and Traders Trust Company DATE _ _ _ S_ _u _c_c_ e_ _s _s_o_ r_ _ _t_o_ _ _A_l_l_f_i_r.s_t__ T.r_u_s_t Co_m~a_ny. of SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE PA. Nm - ~'(~.- ,7~~-~/~.~/ ......... /. ./mi X"/'% ri 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. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1503 EX + (1-97) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sara A. Behney SS~/ 195-07-3153 06/03/2003 21-03-0521 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 3 shares Agere Systems Incorporated Class A, CUSIP 7.38 #00845V100 2 95 shares Agere Systems Incorporated Class B, CUSIP 221.82 f~00845V209 3 6,376.3 shares Alliancebernstein Mun Incm II PA Port C1 67 652.54 B ' 4 519 shares AT&T Wireless Services Incorporated, CUSIP 3,939 21 #00209A106 ' 5 504 shares Bellsouth Corporation, CUSIP f/079860102 13,547.52 6 64 shares Comcast Corporation Class A New, CUSIP 1,956.48 f~200300101 7 360 shares Lucent Technologies Inc., CUSIP #549463107 757.80 8 198 shares Qwest Communications International, CUSIP 924.66 f~749121109 9 940 shares SBC Communications Inc, CUSIP #78387G103 24,393.00 10 6,639.561 shares Van Kampen Senior Loan Fund Sh Ben Int 53,780.44 B 11 396 shares Verizon Communications, CUSIP #92343V104 15,295.50 12 280 shares Vodafone Group PLC New Spon Adr, CUSIP 6,046 60 #92857T107 ' 13 1,632 shares Wachovia Corporation 2nd New, CUSIP 66,144.96 f/337358105 Accrued Interest 473.28 14 $2,500 U.S. Savings Bonds Series HI~ 4% due 9/01/06 2,500.00 TOTAL (Also enter on line 2, Recapitulation) 257,641.19 :~ .... space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSysterns, inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TM RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILENUMBER Sara A. Behney SS# 195-07-3153 06/03/2003 21-03-0521 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 $10,616.03 Manufacturers and Traders Trust Company Certificate 10,616.03 Deposit #31003913822845 1.05% due 3/15/04 Accrued Interest 37.33 2 $51,434.60 Manufacturers and Traders Trust Company Certificate 51,434.60 Deposit #31003914619481 1.15% due 11/07/03 Accrued Interest 45.34 3 AFL Insurance Company - Unearned Premium Refund on Policy #19055 4,523.28 4 Allianz Life Insurance Company - Life Insurance Annuity 48,235.18 Policy #2659992 - Annuitization Value 5 Belco Community Credit Union Savings Account 25.00 6 Cash found in Home and Safety Deposit Box 2,296.05 7 Comcast Cable - Refund on Cancellation 38.54 8 Farmers Insurance Group - Refund on Cancellation of Auto Policy 85.80 #157346811 9 Good Housekeeping - Refund of Subscription 18.30 10 HI) Vest Wells Fargo Liquidty Reserve Money Market Account - Date 18,960.89 of Death Value 11 Keystone Insurance Company - Unearned Premium to Date of Death 26.01 12 Manufacturers and Traders Trust Company Checking Account 54 304.40 #14629437 - Date of Death Value ' Accrued Interest 4.54 13 The Hartford - Refund on Cancellation of Homeowners Policy 23.00 #39RB354817 14 1998 Buick - Sale Price 3,270.00 15 Household Effects - Sale Price 3,961.00 16 Household Effects - Appraised Value 300.00 17 Miscellaneous Silver Coins - Appraised Value 37.00 18 Old Money found in house Sale Price 274.00 159.00 TOTAL (Also enter on line 5, Recapitulation) 1 98,6 75.2 9 (If more space is needed, inse~ additional sheets of the same size) Copyright (3 1996 form software only CPSystems, inc. Form REV- 1508 EX (Rev. 1-97) Estate of: Sara A. Behney Soc Sec #: 195-07-3153 Date of Death: 06/03/2003 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description Value at Date # of Death 19 Silver Dollars - Appraised Value 141.00 20 X-Mas Bars - Appraised Value 18.00 159.00 REV-1511 EX * {1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Sara A. Behne¥ SS¢/~ 195-07-3153 06/03/2003 21-03-0521 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 James R. Gingrich Memorials Inscription on Stone 80.00 2 Neill Funeral Home Inc. Funeral Expense 7,423.10 B. ADMINISTRATIVE COSTS: Manufacturers and Traders Trust Company, 1. Personal Representative'sCommissions Successor to Allfirst Trust Company 20,004.49 Name of Personal Representative(s) of PA, NA Social Security Number(s) / EIN Number of Personal Representative(s) 52- 2206238 Street Address 213 Market Street City Harrisbur~ State PA Zip 17101 Year(s) Commission Paid: 2. Attorney's Fees Joanne Book Christine, Esquire 16,500.00 3. Family Exemption: (if decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 346.00 5. Accountant's Fees 6, Tax Return Preparer's Fees 7, Other Administrative Costs 1 BBG Properties August and September Rent 1,220.00 2 Cumberland County Register of Wills Fifteen Short Certificates 45.00 3 Freight Station Auction - Commission on Sale of Household Effecl 1,267.00 4 Outstanding checks - ACH paid Comcast $11.94 on 7/23, Verizon 104.29 $2.31 on 7/23, PP&L $7.31 on 7/31, Verizon $2.23 on 8/22, Comcas' $11.94 on 8/25, PP&L $31.35 on 9/2 and Comcast $11.94 on 9/23 Total of Continuation Schedule(s) 3,470.12 TOTAL (Also enter on line 9, Recapitulation) 50,460. O0 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1511 EX (Rev. 1-97) Estate of: Sara A. Behney Soc Sec #: 195-07-3153 Date of Death: 06/03/2003 Continuation of Schedule H-B4 (Probate Fees) Item Description # Amount 1 Rhoads & Sinon - Reimbursement for Probate Fees 346.00 346.00 Estate of: Sara A. Behney Soc Sec #: 195~07-3153 Date of Death: 06/03/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description # Amount 5 Pennsylvania Power and Light Company - Utility Expense 43.75 6 Postmaster - Postage for sending Coins to Harrison Evans 10.25 7 Rhoads & Sinon Reimbursement for Cost of Advertising and Proof 222.31 of Publication in the Patriot News $147.31 and Cumberland Law Journal $75.00 8 Rhoads & Sinon - Out of Pocket Expenses 100.00 9 The UPS Store - Packaging/Mailing Pictures to Harrison Evans 76.57 10 Vital Records Fifteen Death Certificates 45.00 11 Wachovia Bank - Reimbursement for Overpayment on Monthly Pension 2,159.74 12 William Hobble Appraisal Fee on Household Effects 212.50 13 Reserve for Filing Fees 600.00 3,470.12 REV-151? EX + (1-97) j SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, AND LIENS ESTATE OF FILE NUMBER Sara A. Behne.y $$# 195-07-3153 06/03/2003 21-03-0521 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 BBG Properties Rent - Balance due for June & July 1,220.00 2 Outstanding checks #685 $25.00 ACH paid Comcast $11.94 on 6/23 70.53 Verizon $3.81 on 6/23 and PP&L $29.78 on 7/11 TOTAL (Also enter on line 10, Recapitulation) $ ~-, 290.53 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, [nc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9~00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARlES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Sara A. Behney SS~/ i95-07-3153 06/03/2003 21-03-052i RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1 1 Richard Evans Nephew 1/3 share of 615 Savannah Drive Residue Columbus, Ohio 43228 2 Marilyn Roy Niece 1/3 share of 2761 21st Street Residue Sarasota, FL 34234 3 Harrison Evans Nephew 1/3 share of 4507 Norton Lane Residue Columbus, OH 43213 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEAND GOVERNMENTALDISTRIBUTIONS 1 Zion Lutheran Church 2,000.00 15 South Fourth Street Cash Bequest Harrisburg, PA TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 2,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) ?000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) SAFE D E POSIT BOX DEPARTMENT OF R~ENUE H~m~u~o. ~A ~?~.e~ Please Print or Type ~ COUNTY CODE~S ~ FILE NUMBER 200~-005~1 , ~SOC'ALSECURI~ORD~THC~RTIFICATENUMBER ~-0~-~ DECEDENT'S NAME (~ST, FIRST, M~DDLE) , ~ DATE OF DEATH ADDRESS OF DEC~DENT (STRE~ (CITY) (STATE) {Z~P 500 ~l~ut ~t~eet ~pt. ~-l ~e~o?~e 2~ 170~ NAME AND ADDRESS OF PERSON REQUITING THE OPENING OF THE SAFE DEPOSIT BOX ~uth A~ ~c~il/e~. A~ist~t Vice 2~eside~t ~u~ct~e~ G T~de~ T~t (STREET ADDRESS) (CJ~ ~STAT~) (Z~P ~l~ ~et Street fi~i~bu~, ~ ltl01 NAME, ADDRESS AND R~TIONSHIP (IF ANY)TO OECEDENT, GP P~RSON(S) PR~ENT AT THE ~GX OP~NING a. ~NAME} · (RELATIONSHIP) (STREET ADORES5) (C]~) (STATE) (ZiP CODE) 213 Market Street Harrisbur~ PA 17101 b. (NAME) (RELaTiONSHiP) (STREET ADDRESS) (CITY) (STAT~) (ZIP CCD~) 213 ~ket Street ~isbu~, 2A 17101-- c. (NAME] (RE~TIONSHIP) (STREET ADDRE55) ~C~TY) (STAT~) (ZiP NAM~ AND ADDRESS OF PtNANCIAL INSTITUTION WH~R~ THE SAF~ D~POSIT BOX IS LOCaTeD Manufacturers & Traders Trust Company, formerly Allfirst Trust Compnay of Pennsy]~ani~ (STR~T ADDRESS) (CITY) (STAT~] {ZiP 3502 Paxton-Street (~g East Mall) Harrisburg, PA 17111 NAM~ O~ PS~SON MAKING LAST ~NTRY ~ DAT~ AND TiME O~ LAST ~NTRY Sara A. Behney j 3/26/01 3:26pm ~ DAI~ OF CONTRAC~ TO R~NT BOX ~ NUMBER OF BOXNAM~ AND4/26/TADOR.SS DP P~SON(S)JHAVING' 806ACCESS TO BOX J~ TiTL~ UNDER WHICH BOX tS R~GtST~R~DSara A. Behney {~TR~ET ADDRE~5) ~STR~T ADDRESS (CITY) (STAT~) (ZIP COD~] (C~TY) (STAT~) (ZIP._~D.~rm NAMDAND-TITL~ OF-EMPLOY~ ~AKING~NE iNVeNTORY ~gth ~ ~c~lle~, Asst. Vice 2~esi~e~t S~o~ ~ad~ic~, ~ust Assistant WAS A WILL IN TH~ BOX? :Y~S ~NO t~ y~, a. Date of will: ~-Name ond ~ddr~ss ~ personal representative, J~ named in t~e will (NA~I~ Page___L _of NV N?O ¥ INSTRUCTIONS (1) Cash: Report total only. (2) Stacks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name Jn which stock is registered, and number of shares and class of stock. (3) Obligations of U. S. Government: Number of items, date of issue, face value, names in which registered and ~pe of ownership, i.e., iointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds} (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, lost date appearing in book, name of bank and branch, and balance. I_6! J_ew.elry, Coins, Stamps, Manuscripts, otc: List and describe as fully as possible. t7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: fully as possible. List and describe as er confents~ Cash - 1,942.0~ 3 ;14.00 - in half do___llars :14.00 - in~ 1 $2.00 bill ~ 1 silver dollar Series.1923 7 1 dollar United States Note - Series 1917 _~8 1,6_ 32 shs First Union Corp_~, dated_5/23/98, Cert ~/FS510403, reg Sara Ann Behney 180 shs Lucent Technologies, dated 4/1/99, Cert~/LU2876992~, reg Sara A... Behney 10 $ 500 Savin s~d, Series HI{, Issued 7/86 f/D1573102HH ~_~$1,000 Savin__q_g~ Bond, Series HH, Issued 7/86 f/M2020160HH 1__~_2 $1,000 SavingS Bond, Series HH, Issued 7/86 ~JM2020161HH .1~ Franklin Mint Christmas I~ot - !974 (The Sno~an) 14 Franklin Mint Christmas In~t - 1975 (The Open SLeigh) 15 ~incoln ennedv P~n - 1973 16 ~ (1) Scenic Engraved Cent Gettysburg,, PA 1974 17 ~ (1) Scenic Engraved Cent Hex Sign 1974 ~ · 18 ~ Provident Mutual ~Life Insuramce Co of Philadelphia, Group insurance policy ~'~delitv & Liberty L~ber~~~ ~ North ~erican Lifn & C~uaity Co Flexibl~ Mremium Deferred An.nuity ~ 020 · , Inc. 21 : North ~erican Life & Casu!at~ Co. Flexible Premium Deferred Annuity ~ -- 22 ~ Ceme ter~ Deed ~'-. ~= ..... -~--~ ' = · ¥~- ~r~smdent Sharon Bradnick, Trust Assistant 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (302) 934-2909 F ax (302) 934-2955 Estate of Sara A. Behney November 18, 2003 M&T Trust Company Mail Code 001-02-05 PO Box 2961 Harrisburg, PA 17105-2961 Re: Estate of Sara A. Behney Social Security: 195-07-3153 Date o£Death: June 3, 2003 Dear Sir or Madam: Per your email inquiry dated November 14, 2003, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Cernficate of Deposit Account Number 31003913822845 Formerly g80000002028527 Ownership (Names of) Sara A Behney Opening Date 03/15/01 Balance on Date of Dea& $10,578.70 Accrued Interest $ 37.33 Total ~,)-'Oi'~'i-~i'b}- 2. Type of Account Cernficate of Deposit Account Number 31003914619481 Formerly ~87008141222309 Ownership (Names of) Sara A Behney Opening Date 08/07/98 Balance on Date of Death $51,389.26 Accrued Interest $ 45.34 Total ~ ~ )~-~'i~76b- 3. Type of Account Checla'ng Account Account Number 14629437 Ownership (Names oJ) Sara A Behney Opening Date 08/28/64 Balance on Date of Death $54,299.86 Accrued Interest $ 4. 54 total .... ~5-1~i~-3 b-iii-~ b- For further account information, closures and/or reimbursement of funds please call the West Shore Plaza Office at 0717-255-2271. Sincerely, Sue Kimble Records Management HOBBLE AUCTIONEERS ~ William W. Hobbie AU 2591L Reply to: 901 N. 2"d Street 8 N. Market Street Harrisburg, PA 17102 Duncannon, PA 17020 (717) 233-0115 (717) 834-5655 July 21, 2003 Mrs. Ruth Ann McMillen M&T Bank, Trust Department PO Box 2961 Harrisburg, PA i 7105-296 i ~/ Re: Estate of Sara A. Behney, Deceased 500 Walnut Street, Apt. B-1 Lemoyne, PA 17043 Dear Mrs. McMillen: Pursuant to your request, on July 9, 2003, I inspected certain items of the Estate of Sara A. Behney, Deceased, located at 500 Walnut Street, Apt. B-l, Lemoyne, PA 17043. Based on my experience as an auctioneer for over twelve years and an antique dealer for over twenty-five years, it is my opinion that the value for estate evaluation purposes of the inspected items is as follows: Entry.: Majolica type umbrella holder ............................................. $75.00 Half-moon wall table and miscellaneous contents ................................ 10.00 Mirror "~1z~-'-,,.. uu,e~ .......................................................... 5.00 Closet: Holiday and Christmas storage, Hoover vacuum, miscellaneous .............. 10.00 Li~==i=i=i=i=i=i=i=~Ro o m: (2) prints Walnut wall shelf .................................................... 20.00 (30) marked HU~e~flgurinesl many Wi~th-b~ehivemar-k arid Germany il. i. ~. i i i ~i i 1,500100 (2) collector plates ....................................................... 10.00 Small comer shelf ........................................................ 5.00 RCA television on stand with Realistic tape player ................... 20.00 Tapes Round lamp table, Duncan Phyfe style ........................................ 50.00 Mrs. Ruth Ann McMillen M&T Bank, Trust Department July 21, 2003 Page Two Brass and white paint table lamp ............................................ 15.00 Clock ("Taiwan"), flower, candle, bible ........................................ 5.00 Newer hooked rug ........................................................ 5.00 Oak pedestal ........................................................... 50.00 Easflake Victorian settee with needlepoint ..................................... 75.00 (5) needlepoint pillows, (3) stuffed toys ........................................ 5.00 Queen Anne style foot stool, needlepoint ...................................... 10.00 (3) upholstered chairs, (1) couch ............................................ !0.00 Newer oak foot stool ...................................................... 5.00 Oval Duncan Phyfe style lamp table .......................................... 30.00 Brass table lamp ......................................................... 5.00 Phone, bear statue, miscellaneous ............................................ 1.00 Mahogany wall table, reeded legs ............................................ 40.00 Ethan Allen wall clock .................................................... 40.00 Brass candlestick ......................... 10.00 Trinket box, (2) stuffed animals ........ ' .............................. 1.00 Round lamp with brass gallery .............................................. 25.00 Wedgewood style table lamp ............................................... 25.00 Miscellaneous trinkets ..................................................... 1.00 Round painted wood table ................................................. 10.00 (3) stuffed animals, (2) baskets .............................................. 5.00 Balance of items in Living Room ............................................. 5.00 Dining Room: Cherry drop leal'table ......................... 125.00 (2) serving pieces and napkins .......................... 10.00 (2) plank spindle chairs ................................................... 10.00 Upholstered arm chair French style chair ........................................................ 5.00 10.00 Console phonograph ..................................................... -0~ Display cabinet Contents:' 'l~(~l'Rt~&}l~a'd't i;i ~t ..................................... 50.00 (teapot, creamer and sugar, (6) cups and saucers) ............. 150.00 ........ ]310~wfi ~l~ts~ Chrisima-s tighrlnes, ~l:ee~ ~n-cl fi0wers' . i ~ i ~ .-. / . ~ ~ i ~ . i i~ 25.0( (2) Lladro figurines ....................................... 120.00 others ...................... 10.00 (3) pieces glass ........................................... 20.00 Needlepoint bell pull ..................................................... 20.00 Mrs. Ruth Ann McMillen M&T Bank, Trust Department July 21, 2003 Page Three Small black table Mirror ........................................................ 10. O0 (2) prints ......................... 5.00 lam'~v .............................................................. 5.00 Table Red wing black vase ................ 5.00 ..................................................... 25.00 Comer pile of records, new cloisonne, miscellaneous ............................. 10.00 Balance of items in Dining Room ............................................. 5.00 Kitchen: Upper cabinets: Everyday china, glass, and storage .............................. 25.00 (2) small "batter bowls" ...................................... 30.00 Counter tops: Everyday plates and miscellaneous ............................... 5.00 Panasonic television (small) ................................... 20.00 Black & Decker toaster oven ................................... 5.00 Lower cabinets and Pantry: Everyday storage, pots and pans ..................... 15.00 Blue granite ware ................................ 10.00 Food ......... Whitetableand (t) chair ........ -' ~ ~-- · - · :":~---:~-. ~-': ::~--:~: ~ .-: ~ ~:'-:: :~ ~ ~ :.~:: t0.O0 ...... GE microwave ......................................................... 10.00 Balance of items in Kitchen ' ................................................ 25.00 Bath: Personal storage and miscellaneous Hall Closet: Towels, medicines, miscellaneous (8) porcelain collector plates ............................................ 5.00 (3) newer tole Ware trays .... : ......................................... 160.00 10.00 Bedroom #~' (9) quartz watches and glass top jewelry box with costume jewelry, some in boxes ...... 90.00 Gucci watch in box ..................................................... 100.00 Red stone ring with matching pendant ........................................ 50.00 Diamond two piece wedding set with (4) diamonds ............................. 400.00 Filigree ring with diamonds ............................................... 100.00 (4) piece bed set ................................................ 100.00 Hand stitched quilt .................................. ' ...... 40.00 New oak jewelry cabinet .................................................. 40.00 Top Section: Costume jewelry ....................................... 10.00 Mrs. Ruth Ann McMillen M&T Bank, Trust Department July 21, 2003 Page Four Top Drawer: Many watches (newer), and (6) bracelets ..................... 50.00 Side Pieces: Many costume necklaces ................................. 25.00 Second Drawer: Antique style watch (quartz), and costume jewelry .......... 25.00 Third Drawer: Silver and turquoise pin ................................. 10.00 Good costume jewelry plus bag of stick pins ................. 50.00 Fourth Drawer: Silver dollar ........................................ 15.00 Damascene bracelet set ............................... 20.00 Gold filled necklaces ................................. 30.00 (3) necklaces ....................................... 20.00 Fifth Drawer: Silver trinket bracelets ................................... 75.00 Silver dollar .......................................... 15.00 Trinkets, pendants, costume jewelry ........................ 10.00 Sixth Drawer: Zircon bracelet and necklace ............................. 25.00 Delicate chains, faux pearls, miscellaneous ................... 15.00 Seventh Drawer: Many gloves ........................................ -0- Bottom Drawer: Some empty boxes, opera glasses, religious jewelry, bracelets, miscellaneous costume jewelry ............... 25.00 (2)~14K-gold-watches ~ ........ .~._ ..... ~' ~--~ :- ....................... 50.00 Grain painted blanket chest ...... ' .............................. 75.00 Closet: Clothes Brass table lamp ......................................................... 5.00 Brass floor lamp ......................................................... 5.00 Oak chair · ' ............................................................. 10.00 !2! .......................................................... s 00 ~vnmamre hurricane lamp ............................................... ::i'20:00 (2) lamps .............................................................. lO.O0 Miscellaneous small items on dresser top ....................................... 5.00 Upholstered chair Balance of items in B'e~t};;m'/~i .............................................. -0- ............................................. 5.00 Bath: Personal storage and (2) glass vases ........................................... 5.00 Bedroom #2 (Den): Oak writing desk ........................................................ 75.00 Usual storage and personal ..................... 10.00 Oriental style lamp ....................................................... 10.00 Old style phone and stand Oak chair .................................................. 5.00 .............................................................. 10.00 Mrs. Ruth Ann McMillen M&T Bank, Trust Department July 21, 2003 Page Five Sewing machine RCA television ......................................................... 10.00 Red chair . ~.00 Book shelf with (5) shelves of books ......................................... 25.00 Older music box ................................. 40.00 Newer painted miniature blanket chest ........ ' ....................... 10.00 Many small knick knacks .................................................. 10.00 Five drawer maple chest .................................................. 40.00 Contents: Old game, purses, personal, towels, linens, sheets ................. 10.00 Iron, pictures, miscellaneous sewing .......................................... 5.00 Small table .............................................................. 5.00 Foot stool with needlepoint ................................................ 10.00 Closet: Luggage, purses, Christmas snow globe ............................... 10.00 Hand stitched coverlet ............................................. 40.00 Cross stitched coverlet Lane blanket chest .................. ' ......................... 40.00 Balance ofitems in Bedroom #2 (Den) ............... i. i. i. i. i. iii'i'i'ii .... 75.00 10.00 .Storage Room (Lower Level): Metal shelves with miscellaneous storage (iron, basket, flowers, liquor, candles) ........ 10.00 Metal shelves with miscellaneous storage (flowers, decorations, baskets, pails, plastics)... 10.00 Metal shelf with contents of baskets, flowers, bags, decorations) .................... 10.00 (2) lam chairs and metal folding table ......................................... 5.00 Ladder and Christmas decorations ............................................ 5.00 Luggage and cleaning supplies .............. Balance of items in Storage Room ................................. 1.00 ........................................... 5.00 Total $5,134.00 If you have any questions, please don't hesitate to call me. Thank you for allowing me to be of service in this matter. Sincerely, ; // t William W. Hobbie Hobbie Auctioneers Estate Valuation Date of Death: 06/03/2003 Report Type: Date of Death Valuation Date: 06/03/2003 Number of Securities: 2 Processing Date: 02/20/2004 File ID: b2 Shares Security Mean and/or Div and Iht Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 6639.561 VAN KAMPEN SENIOR LOAN FUND (XPRTX) SH BEN INT B NASDAQ 06/03/2003 8.10000 Bid 8.100000 53,780.44 2) 6376.3 ALLIANCEBERNSTEIN MUN INCM II (01864E82t; APABX) PA PORT CL B NASDAQ 06/03/2003 10.61000 Bid 10.610000 67,652.54 Total Value: $121,432.98 Total Accrual: $0.00 Total: $121,432.98 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) Estate Valuation Date of Death: 06/03/2003 Estate of: Sara Behney Valuation Date: 06/03/2003 Report Type: Date of Death Processing Date: 02/20/2004 Number of Securities: 11 File ID: behney Shares Security Mean and/or Div and Iht Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 3) 64 COMCAST CORP NEW (200300101; CMCSA) CL A NASDAQ 06/03/2003 31.05000 30.09000 H/L 30.570000 1,956.48 4) 504 BELLSOUTH CORP (079860102) NYSE 06/03/2003 27.18000 26.58000 H/L 26.880000 13,547.52 5) 280 VODAFONE GROUP PLC NEW (92857T107) NYSE 06/03/2003 21.75000 21.44000 H/L 21.595000 6,046.60 6) 1632 WACHOVIA CORP 2ND NEW (337358105) NYSE 06/03/2003 40.75000 40.31000 H/L 40.530000 66,144.96 Div: 0.29 Ex: 05/28/2003 Rec: 05/30/2003 Pay: 06/16/2003 473.28 7) 360 LUCENT TECHNOLOGIES INC (549463107) NYSE 06/03/2003 2.17000 2.04000 H/L 2.105000 757.80 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) Date of Death: 06/03/2003 Valuation Date: 06/03/2003 Estate of: Sara Behney Processing Date: 02/20/2004 Report Type: Date of Death Number of Securities: 1t File ID: behney Shares Security Mean and/or Div and Iht Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 8) 3 AGERE SYS INC (00845V100) NYSE 06/03/2003 2.56000 2.36000 H/L 2.460000 7.38 9) 95 AGERE SYS INC (00845V209) CL B NYSE 06/03/2003 2.42000 2.25000 H/L 2.335000 221.82 10) 396 VERIZON COMMUNICATIONS (92343V104) NYSE 06/03/2003 38.90000 38.35000 H/L 38.625000 15,295.50 11) 940 SBC COMMUNICATIONS INC (78387G103) NYSE 06/03/2003 26.19000 25.71000 H/L 25.950000 24,393.00 14) 519 AT&T WIRELESS SVCS INC (00209A106) NYSE 06/03/2003 7.74000 7.44000 H/L 7.590000 3,939.21 15) 198 QWEST COMMUNICATIONS INTL INC (749121109) NYSE 06/03/2003 4.73000 4.61000 H/L 4.670000 924.66 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) Date of Death: 06/03/2003 Valuation Date: 06/03/2003 Estate of: Sara Behney Processing Date: 02/20/2004 Report Type: Date of Death Number of Securities: 11 File ID: behney Total Value: Total Accrual: $133,234.93 Total: $133,708.21 $473.28 Page 3 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.3) 224 FOURTH STREET NE,At CUMBERLAND, PA. 17070 (717) 774-4182 Order No./ ~ ,' in SALESMAN. _TERMS QUAN. DESCRIPTION PRICE AMOUNT ---'-"'~LI Claims and Returned Goods M~ST be a,ccompanied LAST WILL AND TESTAMENT OF SARA A. BEHNEY I, SARA A. BEHNEY, of Lemoyne, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. 1. TANGIBLE PERSONAL PROPERTY. I direct my Executor to sell all of my household furniture and furnishings, automobiles, other motor vehicles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, boats and recreational equipment and vehicles. The proceeds of such sale shall pass as a part of my residuary estate. 2. BEQUEST. I give, devise and bequeath the su~ o.f TWO THOUSAND DOLLARS ($2,000.00) to ZION LUTHERAN CHURCH, 15 South Fourth Street, Harrisburg, Pennsylvania. Page 1 of 7 pages 346590.1 3. RESIDUE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a power of appointment (which powers of appointment I hereby exercise in favor of my estate), in three equal shares to the following: (a) One equal share to my niece, MARILYN ROY, now of 2761 21sT Street, Sarasota, Florida, if she survives me. If she does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(b) and 3(c) hereof. (b) One equal share to my nephew, HARRISON EVANS, now of 4507 Norton Lane, Columbus, Ohio, if he survives me. If he does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(a) and 3(c) hereof. (c) One equal share to my nephew, RICHARD EVANS, now of 615 Savannah Drive, Columbus, Ohio, if he survives me. If he does not survive me, this share shall be divided equally between the beneficiaries named in ITEM 3(a) and 3(b) hereof. If any two of the three beneficiaries named in this ITEM 3 do not survive me, the entire residue shall pass to the surviving beneficiary named in this ITEM 3. 4. SPENDTHRIFT PROVISION. No interest in income or principal of my estate shall be subject to attachment, levy or Page 2 of 7 seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate prior to the beneficiary's actual receipt thereof. My Executor shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate and without regard to any claim thereto or attempted~levy, attachment, seizure or other process against said beneficiary. 5. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. ~ 6. FIDUCIARY POWERS. In the settlement of my estate, my Executor shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor may deem it advisable to my estate so to do, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates. (b) To vary investments, when deemed desirable by my Executor, and to invest in such bonds, stocks, notes, Page 3 of 7 real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or any of its affiliates, or as to which my corporate Executor or any of its affiliates are investment advisors, as my Executor shall deem wise, without being restricted to so called "legal investments" (c) In order to effect a division of the principal of my estate or for any other purpose, including any final distribution of my estate, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets'shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. (d) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my estate, any or all real or personal estate or interest therein owned by my estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consum3nate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. Page 4 of 7 f) To borrow money from any party, including my Executor, to pay indebtedness of mine or of my estate, expenses of administration, Death Taxes or other takes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate. (h) To vote any shares of stock which form a part of my estate and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate. (j) To assign to and hold in my estate an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (~) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without bond or security and to have all powers, authorities and discretions conferred hereunder. Page 5 of 7 (o) To employ and compensate from income or principal, in the discretion of my Executor, investment and 'legal counsel, accountants, brokers and other specialists, and, whenever there shall be no corporate Executor in office, a corporate custodian, and to delegate to investment counsel discretion with respect to the investment and reinvestment of any or all of the assets held hereunder. 7. TAX CLAUSE. All inheritance, estate and similar taxes becoming due by reason of my death ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 3 of this Will as an expense and cost of administration of my estate. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 8. EXECUTOR APPOINTMENT. I hereby appoint ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., with offices in Harrisburg, Pennsylvania, as Executor of this Will. All references in this Will to my ?Executor" shall refer to my originally named Executor, or to my successor Executor, as the case may be. 9. WAIVER OF BOND; FIDUCIARY FEES. My Executor shall qualify and serve without the duty or obligation of filing any Page 6 of 7 bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, this ~ day of .... j..L~,o~_- , 2000. Page 7 of 7 pages Sara A. Behney ,,~ We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. COMMONWEALTH OF PENNSYLVANIA : COUNTY OF ~ : and ~'~/~-~ ~ ./~_~_/'/./~, , the Testatrix and the Witnesses, respectively, whose names are signed to the foregoing instrument, having been sworn, do hereby declare to the undersigned officer that the Testatrix, in the presence of the Witnesses, signed said instrument as her Last Will and Testament, that she signed voluntarily, that each of the witnesses, in the presence of the Testatrix and of each other, signed said Will as a witness and that to the best of the knowledge of each witness, the Testatrix was at the time of sound mind and under no constraint or undue influence. S~ra A. Behney Witness Subscribed and acknowledged before me by SARA A. BE~/~EY, the Testatrix, and subscribed and sworn to before me by ~-~/~ '~ ~h/~/~'--~n~d ~/~ ~-/~//~ the witnesses, on this ~ day of ~ '' .... 2000. ~' . % o~a~ P~i~ My Commission E~ires: (S~) [ NotaflaJ Seal ,Jo Ann Seker, No~a~ Public · _ H&rri.sb.urg,_Dauphin County My t.~mrnlsslon Expires June 30, 2003 Member. F~en~.~.~Wanta Association ot Notaries Register of Wills of CUMBERLAND County, Pennsylvania INVENTO RY Estateof Sara A. Behney No. 2003-00521 also known as Date of Death 06/03/2003 , Deceased Social Security No. 195- 07- 3153 Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of P,A, NA Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I,NVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Manufacturers and Traders Trust Rhoads & Sinon Company, Successor to Allfirst Trust Company Name of of PA, NA Attorney: Joanne Book Christine, Esquire Signature: ,,~ //~~ I.D. No.: 82028 Signature: Address: One South Market Square Address: 213 Market Street Harrisbur5, PA 17101 Harrisburg, PA 17101 Telephone: Telephone: 717/255-2109 Dated: ~/~/~; ~F Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 466,816.48 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the electior of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSysterns, Inc. Form #RW-7 (199z) INVENTORY Estate of: Sara A. Behney Date of Death: 06/03/2003 County: Cunfoerland CASH: $10,616.03 Manufacturers and 10,616.03 Traders Trust Company Certificate of Deposit #31003913822845 1.05% due 3/15/04 Accrued Interest 37.33 $51,434.60 Manufacturers and 51,434.60 Traders Trust Company Certificate of Deposit #31003914619481 1.15% due 11/07/03 Accrued Interest 45.34 AFL Insurance Company - 4,523.28 Unearned Premium Refund on Policy #19055 Allianz Life Insurance Company 48,235.18 - Life Insurance A~nuity Policy #2659992 Annuitization Value Belco Community Credit Union 25.00 Savings Account Cash found in Home and Safety 2,296.05 Deposit Box Comcast Cable - Refund on 38.54 Cancellation Farmers Insurance Group - 85.80 Refund on Cancellation of Auto Policy #157346811 Good Housekeeping - Refund of 18.30 Subscription HD Vest Wells Fargo Liquidity 18,960.89 Reserve Money Market Account - Date of Death Value Keystone Insurance Company - 26.01 Unearned Premium to Date of Death Estate of: Sara A. Behney Date of Death: 06/03/2003 County: Cumberland Manufacturers and Traders 54,304.40 Trust Company Checking Account #14629437 - Date of Death Value Accrued interest 4.54 Prudential Financial Group 10,500.00 Life Insurance Proceeds - Policy from Verizon The Hartford - Refund on 23.00 Cancellation of Homeowners Policy #39RB354817 201,174.29 PERSONAL PROPERTY: 1998 Buick - Sale Price 3,270.00 Household Effects - Sale Price 3,961.00 Household Effects - Appraised 300.00 Value Miscellaneous Silver Coins 37.00 Appraised Value Old Money found in house - 274.00 Sale Price Silver Dollars - Appraised 141.00 Value X-Mas Bars - Appraised Value 18.00 8,001.00 STOCKS/LISTED: 3 shares Agere Systems 7.38 Incorporated Class A 95 shares Agere Systems 221.82 Incorporated Class B 6,376.3 shares Alliancebernstein Mun 67,652.54 Incm II PA Port C1 B 519 shares AT&T Wireless Services 3,939.21 Incorporated 2 Estate of: Sara A. Behney Date of Death: 06/03/2003 County: Cumberland 504 shares Bellsouth Corporation 13,547.52 64 shares Comcast Corporation 1,956.48 Class A New 360 shares Lucent Technologies 757.80 Inc. 198 shares Qwest Communications 924.66 International 940 shares SBC Communications Inc 24,393.00 6,639.561 shares Van Kampen Senior Loan 53,780.44 Fund Sh Ben Iht B 396 shares Verizon Communications 15,295.50 280 shares Vodafone Group PLC New 6,046.60 Spon Adr 1,632 shares Wachovia Corporation 66,144.96 2nd New Accrued Interest 473.28 255,141.19 BONDS: $2,500 U.S. Savings Bonds 2,500.00 Series H}{ 4% due 9/01/06 2,500.00 TOTAL RECEIPTS OF PRINCIPAL ............... 466,816.48 COHNONNEALTH OF PENNSYLVANZA BUREAU OF ZNDZVZDUAL TAXES DEPARTHENT OF REVENUE ZNHERZTANCE TAX D]VZSZON DEPT. 280601 HARRZSBURG, PA 17128-0601 NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX REV-I$~TEXAFP(02-03) ~<~ DATE 04-19-Z004 i~,~, ~ ESTATE OF BEHNEY SARA A DATE OF DEATH 06-05-Z005 FZLE NUMBER 21 03-0521 '04 APR 20 /~I 136 COUNTY CUMBERLAND RUTH ANN HCMILLEH ACN 101 MFGS & TRADERS TRST CO Amount Rem/fred 215 MARKET ST HaG PA 1 ~,t~t~! HAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGZSTER OF HILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE ~ RETAZN LONER PORTZON FOR YOUR RECORDS DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF BEHNEY SARA AFZLE NO. 21 05-0521 ACN 101 DATE 04-19-1004 TAX RETURN WAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATZON CONCERNING FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper E. Stocks and Bonds (Schedule B) (2) 257~641.19 credlt to your account, $. Closely Held Stock/Partnership Znterest (Schedule C) ($) .00 sub. 1t the upper portion ~. Nortgages/Notes Receivable (Schedule D) (~) .00 of this fora ~lth your $. Cash/Bank Deposits/Nlsc. Personal Property (Schedule E) (5) 198l~75.29 tax payment. 6. Jolntly O~ned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Tote1 Assets (8) 456,$16.48 APPROVED DEDUCTZONS AND EXEHPTZONS: 50,460.00 9. Funeral Expenses/Adm. Costs/Hisc. Expanses (Schedule H) (9) 10. Debts/Hortgage LLabillties/Liens (Schedule Z) (10) 1,290.55 11, Total Deductions (11) 12. Nat Value of Tax Return (12) 404,565.95 15. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) ~,000.00 1fi. Nat Value of Estate Sub~ect to Tax (1fi) 402,565.95 NOTE: Z~ an assess;ant ~as issued previously, lines 1~, 15 and/or 16, 17, 1E and 19 re~lect ~igures that lnclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of L/ne 1~ at Spousal rate (15) .00 X O0 = .00 16. Amount of Line 1~ taxable Bt Lineal/Class A rate (16) .00 X 045 = .00 17. Amount of L/ne 1~ at S/bl/ng rata (17) .00 x 12 = .00 18. Aeoun~ of L/ne lq taxable Bt Collateral/Class B rata (18) 402,565.95 X 15 = 60,$8q.89 19. Principal Tax DuB (19)= 60,$84.89 TAX CREDXTS: PAYMENT RECEIPT DISCOUNT AHOUNT PAID DATE NUHBER ZNTEREST/PEN PAZD (-) 09-OZ-ZO0~ CD002967 1,750.00 $$,250.00 0~-0~-2004 CD005654 .00 25,~84.89 TOTAL TAX CREDZT I 60,$84.89 BALANCE OF TAX DUEl .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 ZF pATD AFTER DATE ZNDZCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS RE~UZRED. FOR CALCULATZON OF ADDZTTONAL ZNTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR)., YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF TNTS FORN FOR ZNSTRUCTZONS.} .,~ ~ RESERVATION: Estates of decedents dying on or before December 11, 19aZ -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (colIatmral) beneficiaries of the decedent after the expiration of any estate for life ar for years, the Common~ealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the Zaeful Class B (collatera1) rate on any such future interest. PURPOSE OF NOTICE: To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #ELLS, AGENT REFUND (CR): A refund of a tax credit, ahich ams not requested on the Tax Return, amy be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 13 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering= 1-SO0-361-ZOSO; services for taxpayers aith special hearing and / or speaking needs: 1-800-4~7-3010 (TT only). OBJECTIONS: Any party in interest not satisfied mith the appraisement, allowance, or disallomance of deductions, or assessment of tax (including discount or interest) as shown on this Notice aust object aithin sixty (60) days of receipt of this Notice by: --mritten protest to the PA Department of Revenue, Board of Appeals, Dept. 181021, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADHIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviem Unit, Dept. ZB0601, Harrisburg, PA 1711&-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant*s death, a five percent (BI) discount of the tax paid is allo~ed. PE4ALTY: The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat paid before January lB, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at · daily rate of .000164. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rata ehich sill vary from calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZO0~ ara: Interest Dally Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1981 ~ .00054B ~'~ff~-1991 111 .000301 ~ 91 .000Z47 1983 161 .000438 1992 91 .0002~7 ZOOZ 6Z .00016q 1984 XXZ .O0030X X993-X994 71 .000192 2003 SZ .000X37 X98S 151 .000356 X995-1998 91 .000147 Z004 41 .000110 1986 lex .000174 1999 7Z .O00X9Z 1987 101 .000174 1000 71 .000191 --Interest is calculated as foXloas= INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent aiXl reflect an interest calculation to fifteen (1S) days ...... .. beyond the date of the assessment. Xf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN THE MATTER OF THE ESTATE OF ) IN THE COURT OF COMMON PLEAS OF SARA A. BEHNEY, DECEASED ) CUMBERLAND COUNTY, PENNSYLVANIA ) ORPHANS' COURT DIVISION ) ) NO. 00521 OF 2003 STATEMENT OF PROPOSED DISTRIBUTION OF MANUFACTURERS AND TRADERS TRUST COMPANY, SUCCESSOR TO ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A., EXECUTOR OF THE ESTATE OF SARA A. BEHNE¥, DECEASED The balance for distribution as shown on the First and Final Account of Manufacturers and Traders Trust Company, successor to Allfirst Trust Company of Pennsylvania, N.A., Executor of the Estate of Sara A. Behney, deceased is $243,717.33. Distribution of the remaining balance as set forth in said Estate Account is proposed as set for the attached Exhibit "A". ATTEST: MANUFACTURERS AND TRADERS TRUST COMPANY, Executor ~e VICE PRESIDENT 60: ~ ~ ~ ~fl~ ~. Title: ~ ~,~x ~c~ 526586.1 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition # Units or as Noted .Value Harrison Evans One Third Share of Residue as per Item 3(b) of the Last Will and Testament of Sara A. Behne¥ Principal: Cash 99,031.74 99,031~74 Less Advance Distributions (41,474.39) (41,474.39) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.81 Fund Sh Ben Int B - To be Distributed in Kind 77,431.77 75,484.16 Income: Cash 5,524.28 5,524.28 5,524.28 5,524.28 82,956.05 81,008.44 Richard Evans One Third Share of Residue as per Item 3(c) of the Last Will and Testament of Sara A. Behney Principal: Cash 99,031.74 99,031.74 Less Advance Distributions (41,178.39) (41,178.39) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.81 Fund Sh Ben Int B - To be Distributed in Kind 77,727.77 75,880.16 Income: Cash 5,524.29 5,524.29 5,524.29 5,524.29 83,252.06 81,304.45 Marilyn Roy One Third Share of Residue as per Ilem 3(a) of the Last Will and Testament of Sara A. Behney Principal: Cash 99,031.74 99,031.74 Less Advance Distributions (41,078.40) (41,078.40) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.82 Fund Sh Ben Int B - To be Distributed in Kind 77,827.76 75,880.16 Income: Cash 5,524.28 5,524.28 5,524.28 5,524.28 83,352.04 81,404.44 249,560.15 243,717.33 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2003-00521 ESTATE OF SARA A. BEHNEY, DECEASED FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Executor Date of Death: June 3, 2003 Date of Executor's Appointment: June 27, 2003 Date of First Advertisement of Letters: The Patriot News: July 15, 22 and 29, 2003 Cumberland Law Journal: July 14, 18, 25 and August 1, 2003 Accounting for the Period: June 3, 2003 to June 22, 2004 Purpose of Account: Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Executor, offers this account to acquaint interested parties with the transactions that~have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA 213 Market Street Harrisburg, PA 17101 (717) 255-2109 Or Joanne Book Christine, Esquire Rhoads & Sinon, LLP One South Market Square Harrisburg, PA 17101 (717) 233-5731 SUMMARY OF ACCOUNT Estate of Sara A. Behney, DeCeased For Period of 06/03/2003 through 06/22/2004 Fiduciary Current Acquisition Page Value Value ........................ Proposed Distributions 23-24 249,560.15 243,717.33 to Beneficiaries PRINCIPAL Receipts: Per Inventory Filed 3-5 466,816.48 Subsequent 5 2,353.54 Principal Receipts Net Gain (or Loss) on Sales 6-7 (5,820.94 or Other Disposition ............... 463,349.08 Less Disbursements: Debts of Decedent 8 1,344.53 Funeral Expenses 8 7,503.10 Administration Expenses 8-9 6,486.41 Federal and State Taxes 9 58,634.89 Fees and Commissions 10 36,504.49 110,473.42 .............................. Balance before Distributions 352,875.66 Distributions to Beneficiaries 11-12 125,731.18 Principal Balance on Hand 13 227,144.48 For Information: Investments Made Changes in Investment Holdings 14-16 INCOME Receipts: This Account 17-19 16,965.19 Net Gain (or Loss) on Sales 0.00 or Other Disposition ............... 16,965.19 Less Disbursements 20 392.34 Balance Before Distribution 16,572.85 Distributions to Beneficiaries 0.00 Income Balance on Hand 21 16,572.85 Changes in Investment Holdings 22 COMBINED BALANCE ON HAND 243,717.33 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value ASSETS AS PER INVENTORY AlgD APPRAISEMENT AS FILED CASH: ........................... $10,616.03 Manufacturers and 10,616.03 Traders Trust Company Certificate of Deposit #31003913822845 1.05% due 3/15/04 Accrued Interest 37.33 $51,434.60 Manufacturers and 51,434.60 Traders Trust Company Certificate of Deposit #31003914619481 1.15% due 11/7/03 Accrued Interest 45.34 AFL Insurance Company - 4,523.28 Unearned Premium Refund on Policy #19055 Allianz Life Insurance Company - 48,235.18 Life Insurance Annuity Policy #2659992 - Amortization Value Belco Community Credit Union 25.00 Savings Account Cash found in Home and Safety 2,296.05 Deposit Box Comcast Cable - Refund on 38.54 Cancellation Farmers Insurance Group - 85.80 Refund on Cancellation of Auto Policy #157346811 Good Housekeeping - Refund of 18.30 Subscription HD Vest Wells Fargo Liquidity 18,960.89 Reserve Money Market Account - Date of Death Value Keystone Insurance Company - 26.01 Unearned Premium to Date of Death 3 Manufacturers and Traders 54,304.40 Trust Company Checking Account #14629437 - Date of Death Value Accrued Interest 4.54 Prudential Financial Group - 10,500.00 Life Insurance Proceeds Policy from Verizon The Hartford - Refund on 23.00 Cancellation of Homeowners Policy #39RB354817 201,174.29 PERSONAL PROPERTY: 1998 Buick - Sale Price 3,270.00 Household Effects Sale Price 3,961.00 Household Effects Appraised 300.00 Value Miscellaneous Silver Coins 37.00 Appraised Value Old Money found in house - 274.00 Sale Price Silver Dollars - Appraised 141.00 Value X-Mas Bars - Appraised Value 18.00 8,001.00 STOCKS/LISTED: 3 shares Agere Systems 7.38 Incorporated Class A 95 shares Agere Systems 221.82 Incorporated Class B 6,376.3 shares Alliancebernstein Mun 67,652.54 Income II PA Port C1 B 519 shares AT&T Wireless Services 3,939.21 Incorporated 504 shares Bellsouth Corporation 13,547.52 64 shares Comcast Corporation 1,956.48 Class A New 360 shares Lucent Technologies Inc 757.80 198 shares Qwest Communications 924.66 International 940 shares SBC Communications Inc 24,393.00 6,639.561 shares Van Kampen Senior Loan 53,780.44 Fund Sh Ben Int B 396 shares Verizon Communications 15,295.50 280 shares Vodafone Group Plc ADS 6,046.60 1,632 shares Wachovia Corporation 66,144.96 2nd New Accrued Dividend 473.28 255,141.19 BONDS: $2,500 U S Savings Bonds 2,500.00 Series HH 4% due 9/1/06 2,500.00 SUBSEQUENT PRINCIPAL RECEIPTS: 04/23/04 BBG Properties Return of 341.54 Security Deposit 06/02/04 Internal Revenue Service - 2,012.00 2003 Individual Income Tax Refund 2,353.54 TOTAL RECEIPTS OF PRINCIPAL ............... 469,170.02 GAINS AND LOSSES ON SDJ~ES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 09/22/03 1998 Buick Net Proceeds 3,270.00 Fid. Acq. Value 3,270.00 0.00 10/02/03 $2,500 U S Savings Bonds Series HH 4% due 9/1/06 Net Proceeds 2,500.00 Fid. Acq. Value 2,500.00 0.00 10/16/03 3 shares Agere Systems Incorporated Class A Net Proceeds 10.22 Fid. Acq. Value 7.38 2.84 10/16/03 95 shares Agere Systems Incorporated Class B Net Proceeds 304.93 Fid. Acq. Value 221.82 83.11 10/16/03 519 shares AT&T Wireless Services Incorporated Net Proceeds 4,291.92 Fid. Acq. Value 3,939.21 352.71 10/16/03 504 shares Bellsouth Corporation Net Proceeds 12,090.39 Fid. Acq. Value 13,547.52 1,457.13 10/16/03 180 shares Lucent Technologies Inc Net Proceeds 406.78 Fid. Acq. Value 378.90 27.88 10/16/03 940 shares SBC Communications Inc Net Proceeds 20,415.84 Fid. Acq. Value 24,393.00 3,977.16 10/16/03 396 shares Verizon Communications Net Proceeds 12,691.40 Fid. Acq. Value 15,295.50 2,604.10 6 10/16/03 280 shares Vodafone Group Plc ADS Net Proceeds 5,881.12 Fid. Acq. Value 6,046.60 165.48 10/16/03 1,632 shares Wachovia Corporation 2nd New Net Proceeds 70,225.25 Fid. Acq. Value 66,144.96 4,080.29 11/07/03 $51,434.60 Manufacturers and Traders Trust Company Certificate of Deposit #31003914619481 1.15% due 11/7/03 Net Proceeds 51,434.60 Fid. Acq. Value 51,434.60 0.00 12/17/03 64 shares Comcast Corporation Class A New Net Proceeds 2,010.91 Fid. Acq. Value 1,956.48 54.43 03/03/04 180 shares Lucent Technologies Inc Net Proceeds 750.73 Fid. Acq. Value 378.90 371.83 03/03/04 198 shares Qwest Communications International Net Proceeds 885.02 Fid. Acq. Value 924.66 39.64 03/15/04 $10,616.03 Manufacturers and Traders Trust Company Certificate of Deposit #31003913822845 1.05% due 3/15/04 Net Proceeds 10,616.03 Fid. Acq. Value 10,616.03 0.00 06/07/04 6,376.3 shares Alliancebernstein Mun Income II PA Port C1 B Net Proceeds 65,102.02 Fid. Acq. Value 67,652.54 2,550.52 TOTD~L GAINS A/FD LOSSES/PRINCIPD~L ........... 4,973.09 10,794.03 LESS LOSS ............................. 10,794.03 NET GAIN OR LOSS ........................... (5,820.94) DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT 07/28/03 BBG Properties - Rent for 1,220.00 June & July 04/09/04 Pennsylvania Dept of Revenue 54.00 2003 Personal Income Tax Balance Due 06/10/04 Manufacturers and Traders 70.53 Trust Company Checking Account #14629437 - Outstanding checks paid after date of death: #685 - $25; ACH - Comcast $11.94; ACH - Verizon $3.81; ACH PPL $29.78 TOTAL DEBTS OF DECEDENT ............................. 1,344.53 FUNERAL EXPENSES 07/23/03 Neill Funeral Home Funeral Expense 7,423.10 10/07/03 James R. Gingrich Memorials 80.00 Inscription on Stone TOTAL FUNERAL EXPENSES .............................. 7,503.10 ADMINISTRATION EXPENSES ....................... 08/01/03 William Hobbie Appraisal 212.50 Fee on Household Effects 08/14/03 Rhoads & Sinon, LLP - 222.31 Reimbursement for Cost of Advertising Proof of Publication in The Patriot- News - $147.31 and the Cumberland Law Journal - $75.00 08/14/03 Rhoads & Sinon, LLP - 346.00 Reimbursement for Probate Fee 08/28/03 BBG Properties - Rent for August 610.00 09/05/03 Cumberland County Register of Wills - 45.00 Short Certificates 09/05/03 Vital Records Death Certificates 45.00 09/11/03 The UPS Store - Packaging and 76.57 Mailing Pictures to Harrison Evans 09/22/03 BBG Properties - Rent for September 610.00 09/22/03 PP&L - Electricity Expense 43.75 11/26/03 Postmaster - Postage for 10.25 sending Coins to Harrison Evans 12/01/03 Freight Station Auction - 1,267.00 Commission on sale of Household Effects 01/26/04 Wachovia Bank - Reimbursement 1,694.08 for overpayment on Monthly Pension 02/03/04 Wachovia Bank - Reimbursement 465.66 for overpayment on Monthly Pension 03/01/04 Cumberland County Register of Wills - 15.00 Inheritance Tax Return Filing Fee 03/01/04 Cumberland County Register of Wills - 19.00 Inventory Tax Return Filing Fee 06/10/04 Manufacturers and Traders 104.29 Trust Company Checking Account #14629437 - Outstanding ACH's: ACH - Comcast $35.82; ACH - Verizon $4.54; ACH PPL $63.93 RESERVES: Cumberland County Register of Wills 600.00 Filing Fee Rhoads & Sinon, LLP Out of 100.00 Pocket Expenses TOTAL ADMINISTRATION EXPENSES ....................... 6,486.41 FEDERAL AND STATE TAXES ....................... 08/29/03 Cumberland County Register of Wills - 33,250.00 PA Inheritance Tax Payment 03/01/04 Cumberland County Register of Wills - 25,384.89 Balance due on PA Inheritance Tax 9 FEES AND COMMISSIONS RESERVES: Manufacturers and Traders 20,004.49 Trust Company - Executor's Fee Rhoads & Sinon, LLP - 16,500.00 Attorney's Fee TOTAL FEES AND COMMISSIONS .......................... 36,504.49 TOTAL DISBURSEMENTS OF PRINCIPAL .................... 110,473.42 10 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Harrison Evans 11/12/03 Miscellaneous Silver Coins - 37.00 Appraised Value - Distributed in Kind 11/12/03 Silver Dollars - Appraised 141.00 Value - Distributed in Kind 11/12/03 X-Mas Bars - Appraised Value - 18.00 Distributed in Kind 03/03/04 Household Effects - Appraised 200.00 Value 2 Hummel Figurines Distributed in Kind 04/19/04 Advance Distribution 25,000.00 04/19/04 Allianz Life Insurance Company - 16,078.39 Life Insurance Annuity Policy #2659992 - 1/3 Share Continuing Annuity Settlement Claim (Amortization Value to date of death $48,235.18) 41,474.39 Richard Evans 12/12/03 Household Effects - Appraised 100.00 Value 2 Hummel Figurines Distributed in Kind 04/19/04 Advance Distribution 25,000.00 04/19/04 Allianz Life Insurance Company - 16,078.39 Life Insurance Annuity Policy #2659992 1/3 Share Continuing Annuity Settlement Claim (Amortization Value to date of death $48,235.18) 41,178.39 Marilyn Roy 04/19/04 Advance Distribution 25,000.00 04/19/04 Allianz Life Insurance Company - 16,078.40 Life Insurance Annuity Policy #2659992 - 1/3 Share Continuing Annuity Settlement Claim (Amortization Value to date of death $48,235.18) 41,078.40 Zion Lutheran Church 02/26/04 Distribution - 2,000.00 Specific Bequest TOTAL DISTRIBUTIONS TO BENEFICIARIES ...... 125,731.18 ]2 PRINCIPAL BALANCE ON HAND Current Value Fiduciary Acquisition # Units Description or as Noted Value MTB Money Market-Inst I-Fund #420 173,364.04 173,364.04 6,639.561 Van Kampen Senior Loan Fund Sh Ben 59,623.26 53,780.44 Int B .............................. 232,987.30 227,144.48 13 CHANGES IN INVESTMENT HOLDINGS PRINCIPAL Cost $10,616.03 Manufacturers and Traders Trust Company Certificate of Deposit #31003913822845 1.05% due 3/15/04 06/03/03 inventoried 10,616.03 03/15/04 redeemed (10,616.03) 0.00 $2,500 U S Savings Bonds Series HH 4% due 9/1/06 ........................ 06/03/03 inventoried 2,500.00 10/02/03 sold (2,500.00) 0.00 $51,434.60 Manufacturers and Traders Trust Company Certificate of Deposit #31003914619481 1.15% due 11/7/03 .................................... 06/03/03 inventoried 51,434.60 11/07/03 redeemed (51,434.60) 0.00 1998 Buick 06/03/03 inventoried 3,270.00 09/22/03 sold (3,270.00) 0.00 Agere Systems Incorporated Class A .................................. 06/03/03 3 shares inventoried 7.38 10/16/03 (3) shares sold (7.38) 0 0.00 Agere Systems Incorporated Class B 06/03/03 95 shares inventoried 221.82 10/16/03 (95)shares sold (221'.82) 0 0.00 Alliancebernstein Mun Income II PA Port C1 B 06/03/03 6,376.3 shares inventoried 67,652.54 06/07/04 (6,376.3)shares sold (67,652.54) ............................ 0 0.00 ARK Money Market Portfolio 08/15/03 delivered in conversion to MTB (43,144.81) Money Market-Inst I-Fund #420 (43,144.81) AT&T Wireless Services Incorporated 06/03/03 519 shares inventoried 3,939.21 10/16/03 (519) shares sold (3,939.21) 0 0.00 Bellsouth Corporation ..................... 06/03/03 504 shares inventoried 13,547.52 10/16/03 (504)shares sold (13,547.52) 0 0.00 Comcast Corporation Class A New ............................... 06/03/03 64 shares inventoried 1,956.48 12/17/03 (64)shares sold (1,956.48) 0 0.00 Lucent Technologies Inc. ........................ 06/03/03 360 shares inventoried 757.80 10/16/03 (180)shares sold (378.90) 03/03/04 (180) shares sold (378.90) 0 0.00 MTB Money Market-Inst I-Fund #420 ................................. 08/15/03 received in conversion from 43,144.81 ARK Money Market Portfolio 43144.81 Qwest Communications International .................................. 06/03/03 198 shares inventoried 924.66 03/03/04 (198)shares sold 924.66) ............................ 0 0.00 SBC Communications Inc ...................... 06/03/03 940 shares inventoried 24,393.00 10/16/03 (940)shares sold (24,393.00) ............................ 0 0.00 Van Kampen Senior Loan Fund Sh Ben Int B ...................... 06/03/03 6,639.561 shares inventoried 53,780.44 ............................ 6,639.561 53,780.44 Verizon Communications 06/03/03 396 shares inventoried 15,295.50 10/16/03 (396)shares sold (15,295.50) ............................ 0 0.00 Vodafone Group Plc ADS ...................... 06/03/03 280 shares inventoried 6,046.60 10/16/03 (280)shares sold (6,046.60) 0 0.00 Wachovia Corporation 2nd New 06/03/03 1,632 shares inventoried 66,144.96 10/16/03 (1,632)shares sold (66,144.96) 0 0.00 16 INTEREST $10,616.03 Manufacturers and Traders Trust Company Certificate of Deposit #31003913822845 1.05% due 3/15/04 .................................... 03/15/04 51.67 $51,434.60 Manufacturers and Traders Trust Company Certificate of Deposit #31003914619481 1.15% due 11/7/03 .................................... 11/07/03 207.66 ARK Money Market Portfolio .......................... 08/01/03 18.52 08/27/03 12.88 31.40 MTB Money Market-Inst I-Fund #420 ................................. 09/02/03 14.15 10/01/03 6.03 11/05/03 48.63 12/01/03 111.85 01/02/04 123.61 02/02/04 123.46 03/01/04 113.18 04/01/04 109.28 05/03/04 92.05 06/01/04 70.77 813.01 TOTAL INTEREST INCOME ..................... 1,103.74 OTHER INCOME HD Vest Wells Fargo Liquidity Reserve Money Market Account 06/11/04 Interest and Dividends 1,639.27 Manufacturers and Traders Trust Company Checking Account #14629437 .................................. 06/10/04 Interest 6/4 - 12/2; Deposits 7,769.13 of Pension; HD Vest; Allianz; HH Bond Interest TOTAL OTHER INCOME ........................ 9,408.40 TOTAL RECEIPTS OF INCOME .................. 16,965.19 19 DISBURSEMENTS OF INCOME 09/18/03 Verlzon - Telephone Expense 1.32 09/26/03 Manufacturers and Traders 35.89 Trust Company - Commission 10/27/03 Manufacturers and Traders 0.36 Trust Company - Commission 11/26/03 Manufacturers and Traders 49.56 Trust Company - Commission 12/26/03 Manufacturers and Traders 6.71 Trust Company - Commission 01/26/04 Manufacturers and Traders 7.41 Trust Company - Commission 02/26/04 Manufacturers and Traders 7.40 Trust Company - Commission 03/26/04 Manufacturers and Traders 10.14 Trust Company - Commission 04/26/04 Manufacturers and Traders 6.56 Trust Company - CommissIon 05/26/04 Manufacturers and Traders 266.99 Trust Company - Commission TOTAL DISBURSEMENTS OF INCOME .................. 392.34 20 INCOME BALANCE ON HAND Current Value Fiduciary Acquisition Description or as Noted Value MTB Money Market-Inst I-Fund #420 16,572.85 16,572.85 .............................. 16,572.85 16,572.85 2! CHANGES IN INVESTMENT HOLDINGS - INCOME Cost ARK Money Market Portfolio 08/15/03 delivered in conversion to MTB (646.45) Money Market-Inst I-Fund #420 (646.45) MTB Money Market-Inst I-Fund #420 ................................. 08/15/03 received in conversion from 646.45 ARK Money Market Portfolio 646.45 22 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition # Units or as Noted Value Harrison Evans One Third Share of Residue as per Item 3(b) of the Last Will and Testament of Sara A. Behney Principal: Cash 99,031.74 99,031.74 Less Advance Distributions (41,474.39) (41,474.39) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.81 Fund Sh Ben Int B - To be Distributed in Kind 77,431.77 75,484.16 Income: Cash 5,524.28 5,524.28 5,524.28 5,524.28 82,956.05 81,008.44 Richard Evans One Third Share of Residue as per Item 3(c) of the Last Will and Testament of Sara A. Behney Principal: Cash 99,031.74 99,031.74 Less Advance Distributions (41,178.39) (41,178.39) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.81 Fund Sh Ben Int B - To be Distributed in Kind 77,727.77 75,880.16 Income: Cash 5,524.29 5,524.29 5,524.29 5,524.29 83,252.06 81,304.45 Marilyn Roy One Third Share of Residue as per Item 3(a) of the Last Will and Testament of Sara A. Behney Principal: Cash 99,031.74 99,031.74 Less Advance Distributions (41,078.40 (41,078.40) 2213.187 shares Van Kampen Senior Loan 19,874.42 17,926.82 Fund Sh Ben Int B - To be Distributed in Kind 77,827.76 75,880.16 Income: Cash 5,524.28 5,524.28 5,524.28 5,524.28 83,352.04 81,404.44 249,560.15 243,717.33 24 AFFIDAVIT Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Executor under the Last Will and Testament of SARA A. BEHNEY, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to its knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. T / ~/'~ '~' // ' A,~'r. VICE PRESIDENT faders Trust ~ompany, ~uccessor to Allfirst Trust Company of Pennsylvania, NA, Executor Subscribed and sworn before me this F day of ~/~X~, , 2004 . , No~al ~ L. Wel~, Notaw PubNc / ~a~ ~hin Oo~ Notary I hereby certlly that written nouce oi the Illlng ol this Account, and of the date, time and place when the same will be presented to the Court for confirmation and of the last day to file written objections to said Account, has been given to every unoaid claimant and to every other oerson known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. / Joam~e Book Christine, Esquire ID No. 82028 I hereby certify that written notice of the filing of this Statement of Proposed Distribution, and of the date, time and place when the same will be presented to the Court for confirmation and 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 or claim an ime:est in the estate as creditor, beneficiary, heir or next of kin. A copy of said Statement was included with the notice. /Joanne Book Christine, Esquire ? ID No. 82028 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 2003-00521 ESTATE OF SARA A. BEHNEY FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Company, Successor to Allfirst Trust Company of Pennsylvania, NA, Executor Joanne Book Christine, Esquire ATTORNEYS AT LAW ONE SOUTH [V~ARKET S(~UAI~E P.O. Box tl46 HARRISBURG, PA 17108-1146 I hereby certify that written notice of the filing o~ this Account, and of the date, time and place when the same will be preeented to the Court for control',etlon and of the last day to file writte objections to said AoommL has been given to every unpaid claimant snd to every other pets( known to the ~ to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. 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: SAM A. BEHNEY Date of Death: 6/3/03 Will No.: 2003c/t[9~ ~ ~\ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes × No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is yes, state the following: A. Did the personal representative file a final account with the court? Yes x No B. The separate Orphans' Court No. (if any) for the personal representative's account is: C. Did the personal representative state an account informally to the parties in interest? Yes 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 /,//~ ',~f/ report. ManufacturerSEstat~.,O~&~pTraders Behneyy D,/O/D/ 6/3/03 of the Sa~a~.Trust Company., Executor ,~_ Ruth Ann McMillen, Assistant Vice Pres · ~o i Name (Please ~pe orpdnt) and Trust Officer ~ ~ 213 Market Street, Harrisburg, PA 17101 '"' ~'~ Address (717) 255-2109 (MAH:rmt/AM3) Telephone No. Capacity: x Personal Representative Counsel for Personal Representative R.W. - 27