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Home My WebLink About04-0815 . Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Mildred G. Moyer No. ~ 1-0 t.l:BJ 5 also known as , Deceased Social Security No. 197 - 03 - 9684 Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) rn A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of the Decedent, dated 01/12/2001 and codicil(s) dated None N/A State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A 0 B. Grant of Letters of Administration (c.I.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) ~. Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the f __ wg spouse (if any) an~[J -" 0,. heirs: ::'$ -, ~ 'i' r:~(' 1,_:" 'v I Name Relationship ,C:' Residlffite ,,', 1 . " , w : ," :"':::1 ' " _. ,c' OJ ,. C,,;, :;r::;: , w ::;. (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 15 Golfview Road, East Pennsboro Township, Camp Hi 11 , PA 17011 (list street, number, and municipality) Decedent, then ~years of age, died 08/25/2004 at Messiah Village, Mechanicsburg, PA, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property $ 402,500.00 (If not domiciled in PAl Personal property in Pennsylvania $ (If not domiciled in PAl Personal property in County $ Value of real estate in Pennsylvania $ 200,000.00 situated as follows: 12 Golfview Road, Camp Hill, East Pennsboro Twp. , Cumberland County, PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a riate form to the undersi ned: T ed or rinted name and residence Clifford L. Kreiser 7738 Farmdale Avenue, Harrisbur , PA 17112 Bernadette Kreiser 7738 Farmda1e Avenue, Harrisbur , PA 17112 James D. Bogar One West Main Street, Shiremanstown, PA 17011 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) . Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. i SWom to 0' offi'm.d OM "b'"ib.d ~-d x:'.- /1' 0-<-<< -L ~~ C1 ord L. Kreiser ~.) ~-t..I~..4J ~adette Kreiser I. ~o~ J es D. B No. .2i-01- fli5 Estate of Mildred G. Moyer Deceased Social Security No: 197 - 03.. 9684 Date of Death: 08/25/2004 AND NOW, 4 fill"", JUA/ .1,u:{ , ~<j , i~id"O~ ?: of the Petition on the reverse side hereon, satisfactory proof having been presented before me, (f' (/) IT IS DECREED that Letters ~ Testamentary 0 Of Administration ;" 1:8;, (c.I.a.; d.b.n.c.t.a.; pendente litEf,(jurante ab1entia; duranteminoritate) W ;:c::. are hereby granted to Clifford L. Kreiser, Bernadette Kreiser and.".; OJ " ):<::::: '''h James D. Bogar in the above estate and that the instrument(s) dated 01/12/2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES d-lJ. ~ Letters. . . . . . . $ 'IIO.'QQ. .~ 7M/JU/lJ.. ,~~ / U d> Register of Wills ~ Short Certificate(s). .(.p. $ /8, - Renunciation. . . " $ Attorney: James D. Bogar, Esquire Affidavits ( ) '" $ I.D.No: 19475 . Q.Q Extra Pages ( 10).... $ J g. Address: One West Main Street Codicil. . . . . . . . . .. $ Shiremanstown, PA 17011 JO .QQ JCPFee.......... $. Telephone: 717/737-8761 Inventory. . . . . . . . .. $ W~ p-<rt ~ Other.. ........ $ P-t&-<f' g 131oL) TOTAL. . . . . . . .. $ 4 5 Co. .Q9 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Mildred G. Moyer Date of Death: 8/25/04 Will No. 21-04-0815 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 X No 2 . If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3 . If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes XX No b. The separate Orphans' Court No. (if any) for the personal repreSentative's aCCOunt is: c. Did t.he 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 Cerk of the Orphans' Court and may be attached to this report. Date: C,( 30{ O~- James D. B 9: r, Esquire Name JP1ease. ty~e or print) One est Ma~n t. Shiremanstown, PA 17011 Address (717 ) 737-8761 Tel. No. Capacity: Personal Representative x Counsel for personal ~ representative (MAH: rmf/ AM3) dJ- OLf-- ;Jib Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Mildred G. Moyer No. also known as , Deceased James D. Bogar, Esquire (each) a subscribing witness to the o codicil(s) ~ will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/ he/ they was/ were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix) in his/her/their presence and IKJ in the presence of each other [K] in the presence of the other subscribing witness(es). (Address) (Signature) ar. ."..., - d "1 .>^,' .=: (1'" .J ':. I"- ':~Ll ".,:~ (Address) C" ([ VI rr1 I;,,,, -0 Sworn to or affirmed and subscribed I W before me this ~ncA day :z:=, 00 i..' ~. of ...5R. (Jil,mlH-t. !lO()Lf W --' -:Rl()n~ d u.1.Q0MvlG NOTARIAL SEAL 80NNIE l. WILLIAM$, NOTARY PUBtlC Notary Public IREMANSTOWN 8ORO.~ CUMBERlAND My Commission Expires: MY COMMI SION EXPlR S AP I 1 2005 (Signature and seal of Notary or other official NOTE: To be taken by officer authorized to administer oaths. qualified to administer oaths. Show date of Please have present the original or copy of instrument(s) expiration of Notary's commission.) at time of notarization. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form i'lRW-2 (1991) REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS . co did . (each) a subscribing witness to the will prese:lted herewith, (each) being duly qualified according to law, depose(s) and say(s) that prese:lt and saw , the testat . sign the same and that signed as a wimess at the request of testat inh prese:lce and (in the prese:lce of each other) (in the prese:lce of the ocher subscribing wimess(es)). < Sworn to or aff"mned and subscribed before me this day of (Name) 20 - (Address) Regis.er (Name) (Address) ~ J '- 0 '-f - 2 J 5 ac ""'"'T"'; :::: fl-'; R --7 ~t ::'$- i..!,...' a ,. c' REGISTER OF 'VILIS OF Cumberland CQPNT~ OATH OF ~O:.';--SUBSCR1BI~G "YIT~:ESS; I w ;:c::. OJ \.d W Clifford L. Kreiser and Bernadette Kreiser -- . (e:l.ch) a subscriber here~o, (e~6) being duly qualiiie:: ac:ording to law, de;cse<~ and say(~ u1.at they are far::iIiar wit~ the sig:l2.::l:e of Mildred G. Mover . ~ testat rix of ( .. . to) t~e will presenred herewith a:lc codicil tha~ each believes the signature on the will is in the handwr:ting 0 f Mildred G. Moyer to the best of their bcwledge and belief. \ SWOr.:l to or aifir:ned and ;ub,deed ce;ere C2~ 7' ff~~ 3 C1.1I: . Krelser me ~:f day of 7738 ,Famrlale AJlrit~e) ~ U 200<1 Harnsburg, PA 17112 . ~ '01.I/U "Jk~~1 (Address) Regis.er ~~~I .-'~o~ f,~ madette Krei~ <."t1 7738 Fanndale A n5.me) . .~ Harrisburg, PA l71l~ (Address) HI05.XII5 REV 9/Xh ~his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanen~ filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~~k~ {PtA~tif Local Registrar p 10667064 ()4~ ;Z~ doni No. Date c2.J - 0 t}- gU5 DC: g -.:::: ('~ ::'$:; C"" ~i (/) g~ l"T1 -0 C) I W :I:;:> CO ii' (..j Hl0~ ;43Aa... 2.'87 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECOROS a CERTIFICATE OF DEATH 7 y PEl PAINT IN -.. PERMANENT NAME Of DECEDENT IF.,., M.iddIt. l_J SU BLACk INK ~/ V.. ="~IO . COUNTYOFOE.CTH RACE . Amenc&n IncNn, Black, Whe. Me (Spec""l . w.~, 7' C SURVIYlNG SPOUSE IU...,..:;JI....m.tlO8nllMfl., .. 111. Old .... - ...... -' ,... - .~. / T../uC. -............0 2"":,." ~: " -L ..,.... bMl 01 my~. ct.aIh 0CGUfted.. ....'me, d.lelnd P'8ct "'111d. -."""... {JJ.J~ I .A. NoD I I==.., PAftTll: Cltftef~~CQn&rlbulinQlOde."'.W I 1IOI.....ullng in the ~ng tauM urv- '" PlUff I 9hQVtfk/Vv : lInMI lAd dIIIIJI I )>>."1 I I UlrU', I ., I j DUE 10 i<lR AS A CONsEQUENCE 0Fl' I E I DUE lOi<lRASACONsEOUENCE Ofj, , 'oj I I ou.lOi<lR AI ACONIEOuENCf Of)o I I 'l WE,. AlJ1OIOtY 0# DI.GH DATI OF INJURY TIIoIIl 0# INJURY lIIJUAVAI"_' DESCIU8E HOW lNJ\lRY OCCURRED. -'-'''''''''lO Iir'" ,........Ooy.-, COOlP\EnOH OICAlIH - -- 0 01 DEAnt. ....0 NoD - 0 __Ion 0 0 o PlACE OF INJURV. AI home...... ...........,.,. 0fIGe II. ....0 ...0 - Coutd.. bIi det~inM "J tMIcIng, Me. f~ " .... - II. ..., CERTifiER ICheck ~ onet <:::1 'CERTWYNrIQ ,,"YaIQ4N (fIh,..,.~ c:-... 01 ~ """*'___ phytlClM hU P'onounc:ed de..", ana Ccmpllilled Ilem 231 Tou.. -..ot"',.............................GeUet(-a..........................' ...... ......... ..................... I ~ 'PflONOUHClNGAND CIRT....... PHYIICIAN~~"'~dNIh oIndC1trtltP"OlOcauseollJealhl ~ TOlhe~oI...,~......~............. ..... ..ttueIOWMca...(.).ndrn.nM'......led .............. ........ 0' n 'MEDlCAL UAMIHEAICORONPI :. J On lb. baaI. of .......n8IIonancllorllwettilalkHt. In., optnioft, d..." occurred II tIM 11m.. date, o1lnd pltllc...net due ta..... cauM(.) and /70'(3 ~ mann.....at.t.cl...,. ....... ............... ................. ..,...... ..,... ...,.... ,....... _,.... .... '....." .... ~ ". Z REGI b'I61,/~1 " ... --.- .--." . L9-J -O~ -(9J6 LAST WILL AND TESTAMENT OF c:i ~ MILDRED G. MOYER I "'''- 1,.,...,1 ';;, I, MILDRED G. MOYER, of East pennsboro Township, Cumberland County, Pennsylvania, make, publish and declari:this. !, ....! as and for my Last will and Testament, hereby revoking all-" other Wills and Codicils heretofore made by me. FIRST: I direct the payment of all my just debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practical after my decease as a part of the expenses of the administration of my estate. SECOND: I give and bequeath to THE GOOD SHEPHERD ~CATHOLIC CHURCH, of 3435 Trindle Road, Camp Hill, Pennsylvania, ~ the sum of Five Thousand and No/100 ($5,000.00) Dollars. I ~ further direct that the GOOD SHEPHERD CATHOLIC CHURCH use this ~ gift for the purchase and/or continued maintenance of the second ~~ stained glass window and, further, to memorialize this bequest if , appropriate and possible. THIRD: I give and bequeath to CHARLES A. KOCH, JR. , of 25 Orion Road, Boiling Springs, Pennsylvania, the following: the framed French Carrousel silk print entitled "Le Carrousel" by ~ Bruce Johnson, Serial No. 103/250; framed picture of "Old Barn" ~ by David Lenker, Serial Number XXVII/C; hand carved wooden figure ,,~ of a deer; hand carved wooden figure of a hunter; hand carved wooden ashtray; hand carved wooden plank measuring 34" X 11", with four hand carved men digging and pulling a tree stump from the ground. FOURTH: I give and bequeath to ALBERT INTRIERI and ANGELINE INTRIERI, his wife, or the survivor thereof, of 3866 Rutherford Street, Harrisburg, Pennsylvania, the sum of Five Thousand and No/100 ($5,000.00) Dollars. FIFTH: I give and bequeath to the PEMBROKE WELSH CORGI RESCUE, all of the following items: Pembroke Welsh Corgi in America; Welsh Corgi League Handbook - England; Our Corgi World _ England. The PEMBROKE WELSH CORGI RESCUE is presently managed by BETTY DELFOSSE, of 34681 Iris Lane, East Lake, Ohio 44095-2461. It is my wish that BETTY DELFOSSE be charged with the responsi- bility of selling these items with the proceeds thereof going to the PEMBROKE WELSH CORGI RESCUE. In the event that BETTY ~ELFOSSE predeceases me, I direct that the then existing Business Manager of the PEMBROKE WELSH CORGI RESCUE dispose of these items forth herein. SIXTH: I give and bequeath to RICHTER L. VOIGHT and VOIGHT, his wife, or the survivor thereof, of 45 Windsor Way, Camp Hill, Pennsylvania 17011, the following: framed prismacolor picture entitled "The Forest Primeval" by may Ireland Voight; framed poster entitled "Welcome Exhibitors and Guests" dated 1987 by May Ireland Voight and Richter L. Voight; framed tile "Independence Hall" by May Ireland Voight. SEVENTH: I give and bequeath to CLIFFORD L. KREISER and BERNADETTE KREISER, his wife, or the survivor thereof, of ~ 7738 Farmdale Avenue, Harrisburg, Pennsylvania 17112, the sum of '>0. Five Thousand and No/100 ($5,000.00) Dollars, and the following: framed picture entitled "Blowing Bubbles" signed by Tasha Tudor, No. 2/1000; framed picture entitled "Mother Corgi and Puppies" from the Farm Journal; framed needlepoint Corgi; the oil painting entitled "Italian Dancing Scene"; picture named "Moyers", paint- ing framed and signed by Art Smith, artist. EIGHTH: I give and bequeath to DAVID STERNER, of 216 Maple Avenue, Marysville, Pennsylvania 17053, the sum of Two Thousand and No/100 ($2,000.00) Dollars. NINTH: I give and bequeath to NEIL H. McLAIN and KATHRYN McLAIN, his wife, or the survivor thereof, of 940 Cayuga Heights Road, Ithaca, New York 14850, the following: framed pen and ink picture entitled "Name Tag Original" by Tasha Tudor; 2 Royal Daulton dog figurine No. 2557; Denmark dog figurine No. 4593; four china plates with Pembroke Welsh Corgi, Inc. , seal printed thereon; one footed cup with Pembroke Welsh Corgi seal. TENTH: I give and bequeath to Betty Thompson, of 3112 Oxford Court, PIano, Texas 75075-3332, the following: Blue china \ plate with Pembroke Welsh Corgi picture; Royal Daulton dog .J J figurine No. 2558; all Tasha Tudor storey books. '. .",J -, ELEVENTH: I bequeath such of my additional tangible \ ~ personal property as is set forth in a separate dated and signed Memorandum, which dated and signed Memorandum shall be placed " with or attached to this, my Last Will and Testament, to the individuals designated therein, if any. It is my intent that the .,~ last dated and signed Memorandum shall control. '. 'J., \ ) TWELFTH: Unless specifically indicated to the con- trary, should any of the individuals named in Clauses THIRD, FOURTH, SIXTH, SEVENTH, EIGHTH, NINTH, and TENTH predecease me, I direct that their share under this, my Last Will and Testament, be and become part of my residuary estate to be disposed of as ~ set forth in Clause THIRTEENTH, hereinbelow. THIRTEENTH: I give, devise and bequeath to the Trust- ees of the University of Pennsylvania, a non-profit corporation organized and existing under the laws of the Commonwealth of Pennsylvania, all the rest, residue and remainder of my Estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to establish the Mildred G. and Vance G. Moyer Scholarship Fund in small animal medicine. It is my desire and preference that the endowment funds be used to create one or more Dean's Scholarships at the School of Veterinary Medicine (depending on the level of investment needed to establish such Dean's SCholarships). Further, although I want to support students in small animal medicine, I give the School the right to direct the funds to any needy student who 3 meets the requirements for a Dean's Scholar. In that way, I can be assured that the needs of future students will be met. FOURTEENTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fidu- ciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until \ actual distribution of all property: (A) To sell at public or private sale, or to lease, period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to ~ abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. 4 . (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTEENTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTEENTH: I nominate and appoint CLIFFORD L. KREISER, BERNADETTE KREISER and JAMES D. BOGAR, Co-Executors of this, my Last Will and Testament. I direct that my CO-Executors, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this \2~~day of -1a~ , 200l. ~ ~ ;<t/P 117 'AA-J (SEAL) MILDRED G. MOYER ~ 5 " Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 6 . . .. . MEMORANDUM In accordance with the provisions of Clause ELEVENTH of my Last will and Testament, dated , 2001, I direct that the following described personal property be given outright to those individuals so designated: DATE: (SEAL) MILDRED G. MOYER CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) RBC)F'; Name of Decedent: Mildred G. Moyer Date of Death: August 25, 2004 SEP -7 !\8 :38 .04 Will No. Admin. No. 2004-00815 To the Register: (;el Cumuc, 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 September 3, 2004: Name Address Neil H. McLain 940 Cayuga Heights Road Ithaca, NY 14850 Kathryn McLain 940 Cayuga Heights Road Ithaca, NY 14850 Richter L. Voight 45 Windsor Way Camp Hill, PA 17011 Debbie Voight 45 Windsor Way Camp Hill, PA 17011 Betty Thompson 3112 Oxford Court Plano, TX 74074-3332 Albert Intrieri 3866 Rutherford Street Harrisburg, PA 17111 Angeline Intrieri 3866 Rutherford Street Harrisburg, PA 17111 Charles A. Koch, Jr. 243 Oak Grove Road Pine Grove, PA 17192 David Sterner 216 Maple Avenue Marysville, PA 17053 The Good Shepherd Catholic 3435 Trindle Road Church Camp Hill, PA 17011 University of Pennsylvania 3451 Walnut Street 620 Franklin Building Philadelphia, PA 19104 V- CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) ReeDr"', Name of Decedent: Mildred G. Moyer Date of Death: August 25, 2004 SEP -7 1\8 :38 "04 will No. Admin. No. 2004-00815 To the Register: (;:;;1 j. r\ CliIT\O, . 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 September 3, 2004: Name Address Neil H. McLain 940 Cayuga Heights Road Ithaca, NY 14850 Kathryn McLain 940 Cayuga Heights Road Ithaca, NY 14850 Richter L. Voight 45 Windsor Way Camp Hill, PA 17011 Debbie Voight 45 Windsor Way Camp Hill, PA 17011 Betty Thompson 3112 Oxford Court Plano, TX 74074-3332 Albert Intrieri 3866 Rutherford Street Harrisburg, PA 17111 Angeline Intrieri 3866 Rutherford Street Harrisburg, PA 17111 Charles A. Koch, Jr. 243 Oak Grove Road pine Grove, PA 17192 David Sterner 216 Maple Avenue Marysville, PA 17053 The Good Shepherd Catholic 3435 Trindle Road Church Camp Hill, PA 17011 University of pennsylvania 3451 Walnut Street 620 Franklin Building Philadelphia, PA 19104 V-- pembroke Welsh Corgi Rescue 34681 Iris Lane East Lake, OH 44095 Clifford L. Kreiser 7738 Farmdale Avenue Harrisburg, PA 17112 Bernadette Kreiser 7738 Farmdale Avenue Harrisburg, PA 17112 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 9/3/2004 , Esquire Ma'n Street Shiremansto , PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Mildred G. Moyer No. 21-04-0815 also known as Date of Death 08/25/2004 , Deceased Social Security No. 197-03-9684 ~ ,.. /.. r/:::...; ~..tt."-.J Clifford L Kreiser , . Bernadette Kreiser, and James D. Bogar Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of James D. Bogar Esquire Signature: Attorney: Clif 1.0. No.: 19475 Signature: ~. ..I"~-L"~" d :A.J Bernadette Kreiser Address: One West Main Street Address: 7738 Farmda1e Avenue Shiremanstown, PA 17011 Harrisburg, PA 17112 Telephone: 717/737-8761 Telephone: 717/657 -1949 Dated: 11J3oloLJ Description Value ......, (") ~ <= :D ~O c:.n :::0 rn -.;-- ::0 <- me"""") !..J-o ::l> C;") c:::> {';.t '- (") (See continuation page(s) attached) J;I Z ; F) -::t:J .. -.. .p- r- - --I C-:J .- :z: rn I n-'rn u3::tJ +;- ::-:ClCJ '....^ 00 :::- C") -.-) C) -TI -T' ::1: .., :ij (.) c.-= 2~ - ::0 co "O-i )'~,. Cl C/:>C) - ., (Attach additional sheets if necessary) Total: 603,857.20 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. I>...n"...d bv the Pennsvlvanla Bar Association Formt#RW-7 (1992) INVENTORY Estate of: Mildred G. Moyer Date of Death: 08/25/2004 County: Cumberland CASH: ----- Allianz Life Insurance Company 13,669.01 of North America - Annuity Policy Number 2416554, cash value as of date of death Cash - Found in Home 534.00 ING USA Annuity and Life Insurance Company - Annuity No. C046224-GG ING USA Annuity and Life 151,777.31 Insurance Company - Annuity No. C048932-GG Liberty Mutual - Homeowner's 286.00 Insurance Refund Mutual of Omaha Insurance 10.98 Company - Insurance Refund Office of Federal Employee's 3,012.82 Group Life Insurance - Life Insurance $3,000.00, interest $12.82 Pennsylvania American Water - 182.59 Refund Verizon - Refund 14.97 Waypoint Bank - Checking 6,001. 82 Account No. 400014284, date of death value $6,001.68; accrued interest $0.14 -1- Waypoint Bank - Savings 10,520.01 Account No. 402123285, date of death value $10,518.81; accrued interest $1.20 Waypoint Bank - Savings 2,534.09 Account No. 402131784, date of death value $2,533.80; accrued interest $0.29 -------------- 188,543.60 PERSONAL PROPERTY: ------------------ Contents of home and personal 30,143.55 property sold at public sale Contents of home and personal 2,790.00 property - Value as on attached appraisal of Ezell Auction Company. Items listed were specifically bequeathed items and separately appraised. These items were not sold at auction. Total of specifically appraised items was $2,890.00; however the item listed as fireplace and irons and accessories was included as personalty and conveyed with the real estate sold. Specifically bequeathed items therefore totaled $2,790.00 Contents of home and personal 27,767.50 property sold at public sale -------------- 60,701. 05 -2- STOCKSjLISTED: -------------- Legg Mason Wood Walker, Inc. - 139,612.55 Account No. 363-02161, value as attached letter dated October 14, 2004 -------------- 139,612.55 REAL ESTATE/PA: --------------- All that certain piece or 215,000.00 parcel of real estate having erected thereon a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pennsylvania. - The property was acquired by Vance G. Moyer and Mildred G. Moyer, husband and wife, in two separate conveyances. The first conveyance was by deed dated October 5, 1955 and the second conveyance was by deed dated August 26, 1957. Both deeds were recorded in the Cumberland County Recorder of Deeds Office. A copy of the first page of the first conveyance is attached hereto and a copy of the deed for the second conveyance is attached hereto in its entirety and incorporated herein. The said Vance G. Moyer died on November 11, 1992, whereupon full and complete title to the above-described real estate became vested solely in Mildred G. Moyer, the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale for real Estate dated October 22, 2004, a copy of which is attached hereto and -3- incorporated herein. Final settlement took place on November 19, 2004. A copy of the deed conveying said real estate, along with a copy of the Settlement Statement, are attached hereto and incorporated herein. The sale price of the real estate was $215,000.00. -------------- 215,000.00 ---------------- TOTAL RECEIPTS OF PRINCIPAL........ ....... 603,857.20 - -= -4- \'J~~ OFFICIAL USE ONLY REV- 1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-04-0815 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR HARRISBURG, PA 17128-0601 NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D E Mover Mildred G. 197-03-9684 C DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE ALEC IN DUPLICATE WITH THE E D 08/25/2004 09/12/1912 REGISTER OF WILLS E N (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T X 1. Original Return 2. Supplemental Return B 3' Ldate of death - - . Remainder Return prior to 12-13-82) CAPB 4. LImited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 5. Federal Estate Tax Return Required HpRL --- - EplO X 6. Decedent Died Testate _ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes - - CRAC (Attach copy of Will) (Attach copy of Trust) KOTK o 9. LItigation Proceeds Received 0 10. Spousal Poverty Credit 0 11. Election to tax under Sec. 91 13(A) ES (date of death between 12-31-91 and 1-1-95) (Attach Sch 0) ;;!jl;m.$ii~~~lttj8;MQ$;n:Se~ttjMPi!i~,jtJ:D\il:~(jl'~QJ;tRE~ttjNP~H~e;~;;~Q'NFID~jtl~i!i;i.i..M'I.H'i$~gflD;'BEDfa~~jjl!t~}~iN.I p NAME COMPLETE MAILING ADDRESS C 0 0 James D. Bogar Esquire R N FIRM NAME (If Applicable) R D One West Main Street E E Shiremanstown, PA 17011 S N T TELEPHONE NUMBER 7171717-8761 1. Real Estate (Schedule A) (1) 215,000.00 OFFICI~SE ONLY ::0 2. Stocks and Bonds (Schedule B) (2) 13 9,612.55 ~ ::J?g 3. Closely Held Corporation, Partnership or (3) None ~~ ~~::t) Sole-Proprietorship ,:;::J --00 ::a::. ':""-\ \~ .n...... r-: 0', \ 4. Mortgages & Notes Receivable (Schedule D) (4) None '::J. Y HJ ' -:;:0 0 R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 246,231.83 _,.Z;~ s:- .~") (:2 -: (,f") '7' '''fI ~':\ E (Schedule E) __J 0 0 ~,~;; ("2 C ;....... -n ...JIll- ~.~.~ A 6. Jointly Owned Property (Schedule F) (6) None '~:;~.),~ r~-- rn p ,) ""JJ Q:) '1.::-) 0 I D Separate Billing Requested :.. ~ .- \.J-"14 '-0 <.:> T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None :t" rv U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 600,844.38 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 62,861. 90 0 N 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 465.08 11. Total Deductions (total Lines 9 & 10) (11) 63,326.98 12. Net Value of Estate (Line 8 minus Line 11) (12) 537,517.40 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 522,727.40 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 14,790.00 C SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 0 M P 15. Amount of Line 14 taxable at the spousal tax T U A T rate. or transfers under Sec. 9116(aX 1.2) X .0 0 (15) 0.00 X A 16. Amount of Line 14 taxable at lineal rate X .0 45 (16) 0.00 T I 17. Amount of Line 14 taxable at sibling rate X .12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate 14,790.00 X .15 (18) 2,218.50 19. Tax Due (19) 2,218.50 20. [Xl m::~~~~!K::~~~~:~f1:r(q~:~R~:Q~Q~$'t.ijg:~:~~~~~I!l,:~:~::~~R~.#!)j~m::::1 !rcr:(;l;:~{~i;~:IJl~.._..~IIII!iE_e;lt~i8~ffjiiEQtmsmt.QNSlrQijEVEaSE!$'IDEi~fltlriBIIEelr.R~~i!t!!i::~;\:~r;llli!itJli.ffiJf!jl!:~ Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 15 Go1fview Road CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2,218.50 2. Credits/Payments A. Spousal Poverty Credit 0 . 00 B. Prior Payments 2 , 107 . 58 C. Discount 110.93 Total Credits ( A + B + C) (2) 2,218.51 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) 0.01 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0 . 00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 0 . 00 Make Check Payable to: REGISTER OF WILLS, AGENT 1!II!I!millii!lli!~i[I~~~II!~I!~~II~~~II~I~~~~!ii~~iil~~~~~~~I~~III~~II~~glll~I~li~~llllli~I!!lil~~111~~I~ll~~I~I~~I~ll~~~il~~~~I~~lllllllilllll 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; . . . . . . . . . . . . . . . ~ ~ b. reta~n the right. to de~ignate who shall use the property transferred or its income; . X c. retain a reversionary Interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . X d. receive the promise for life of either payments, benefits or care? . . . . . . . . . X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D IJ9 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D IJ9 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D IJ9 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 Clifford L Kreiser DATE , --~r~~-i!~~~~!--~A~Y-ijii-i------------------------ iJ-J30 /Oy James D. Bogar Esquire DATE . ....., ... . ... ---~~ir-~~~~-s.~~~:~~*~~I-i6ii------~-.-~-----------...../ 21 30104 . .:i!illj!!I!!:'jmmmmmmmmmmmmmjjiiilii!illiii!iiii!iiiiijilimmmmmwmmmmmmmmmmmmmmmmmmmmWm!jiiiiliiii!iiiiliijj!iiii!iiii!ilillijli!mmmmmmmmmmmmmmmmmmmli!illiliili!jjIl!iililiilmmmmmmmmm For dates of death on aft r 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% [ 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) (iil]. 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(aX 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(aXl.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. ADDITIONAL Personal Representatives Estate of Mildred G. Moyer SS# 197-03-9684 08/25/2004 ***************************************************** Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~ 1:1l~J'D~ Name Bernadette Kreiser Address Line 1 7738 Farmda1e Avenue Address Line 2 City, State, Zip Harrisburg, PA 17112 Date 19./30/04 Signature Name James D. Address Line 1 One West Address Line 2 City, State, Zip Shiremanstown, PA 17011 Date Jo.J3ojoLJ REV-1502 EX + (1-97) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Moyer SSII 197-03-9684 08/25/2004 21-04-0815 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with riClht of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 All that certain piece or parcel of real estate having erected 215,000.00 thereon a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pennsylvania. - The property was acquired by Vance G. Moyer and Mildred G. Moyer, husband and wife, in two separate conveyances. The first conveyance was by deed dated October 5, 1955 and the second conveyance was by deed dated August 26, 1957. Both deeds were recorded in the Cumberland County Recorder of Deeds Office. A copy of the first page of the first conveyance is attached hereto and a copy of the deed for the second conveyance is attached hereto in its entirety and incorporated herein. The said Vance G. Moyer died on November 11, 1992, whereupon full and complete title to the above-described real estate became vested solely in Mildred G. Moyer, the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale for real Estate dated October 22, 2004, a copy of which is attached hereto and incorporated herein. Final settlement took place on November 19, 2004. A copy of the deed conveying said real estate, along with a copy of the Settlement Statement, are attached hereto and incorporated herein. The sale price of the real estate was $215,000.00. TOTAL (Also enter on line 1, Recapitulation) $ 215,000.00 (If more space is needed, insert additional sheets of the same size) ____ __I_L.....I_\ <1ft"" .6.___ __.L&...___ _ __._ ____ __.L_ _ _ .__ --.. ...----. ----_..--- -.....-.. ._- OH.". d'" BOOK U 16 PAGf 79 ~4t!i IIttb M.d. the ___ .::s- ~ day 01 Ootober .. doe y*- . ~aa th--t ".... i-dr..r -.f fitty-n_ (19511). '. "S- J.BQfARD P. IZlJBW ..auf lIAllGAllB'f B. DL'UllL1Pl. hie ..Ue, ot the . !_hip or Ban hDJIa"bor'o. COWlty or ClZIIIberland. IUId. Stat. ot P8nn.7haJlh. ,Graatcr., A If D "-Boa 0.. KOYA"1l and JO:LDRID O. )lOIBl, bb rite. ot the fo.D.llhlp < ot . COlmt7 ot CullborlaDd. aDei stat. ot P.ona:yln.o.la, Or..IIIr.... ww.....o&, .. .. -aI__ of ...'rbr.e l'hou..1Id (.a .000.00) . Oollon. in haM paid, the ruolpc .J.crJ io herail, aclr.",."edged, the Wd. G_~.. do h....b" lIranf end. _.., eo tA. said G~re. . I . ALL that cel'1:&l1l pl..,. or' ~l ot land. altuate 1A 1:11. '1'-.hlp ot Eaat 1'lIlIuabcro. 0_1:1' ot CwDber1alll1 Ud Stat:. or hnuylv..nla., bClWllhcl IUId da.orl~4 a. tollo... to wi1:. BBGIIlIDlG at a polat on the .outhen 11M ot GGIMe.. Road. Oil the un1Aatt:.r _ll1;loned PlaD ot Lota, whiDll polllt b no b1Uldrocl tlf't7- es.pt aDd ""Nuby-thre. 11Imdrecltha (268.71) t.ot ;,.at ot tho lntel'..Gtlon ot ...14 U.. with tb. -&ten 11u ot Brent".-t:.r BoadJ theno.by t!aa _et.rn lllHl. ot Lot, loa. 9. 10 &IlcI. 11. .outh 21 ulP'"' 03 llIblute, ....t two h1llll!l'ell t_nlly-dpt IUId e1cbll,""utha (228.8) t..t to a go1lRJ t_1UIe bT the llor\h.1'Il lb. o~ .. prhat. rl&Jr1; ot wq .outh '19 doll'"' 00 .-but.. _np OM 111III4n4 fifty (!SO.C) te.t to I. point) thenoe 110l'1:h 11 de,"" 00 iii... _lit t1ro hUDdrtld twaty-fi.,.. (12&.0) t..t to . polDtl 011. the .outborn 11M ot Go11'rl..... 10114) thonce by ..14 ao1Zthern Un. ~ GoiM.... ll~ JUlI'1ih T9 dllCZ'"o 00 -.1&Wto. eaa1l ClIIIt Jl\U1dr.d .. .ad 1I1ro-1J.ntb. (101.2) teet to a po1atl tlle_ 1>>7 aD 1.1'0 01' O\lZ'Y9 to tho 10ft witb r.r:l1uo ot au hWllincf Iil.aotjlwthne UIIl rUt..n hulld1>ed1:M (193.115) teot k~'ll1t1;.aoe or .l;tat ud elpt)'-thn.. hWlllz'NlIh. (8.8J) .r..t to .. peat, tho plao. at JEGnnmTG. .. I BlIDrlJ'.I.otl .0. U in the PI... ot Lot. mClllll. ... '"Brent1roccl. Seot10ll A-, 1Ih!oh flail 1& ot Beoonl 1. the C1DIIberlaDd. CCIIUrlly R.oor4er' a orn.o. ~ P1&n Boot 8 .t pap ~. . BIIIG f&r1l ot.the .... pn"',,, 1Ib10h Jo..ph K. Grelaba~l". .t.."-X. by d..d 4.t.d. .wp.t 29. l.9Se. aDd r.oorded 1za tb" C\IlIblll"laDei COW1t7 Ie- oord.u'. Cltfl_ 111 lle~ Boo1l: Q. Vol. 11 .t pap 410, oormt:pd to Esra s. J)eubler &IIll Azm& L. Deubler, hi, wlle. aDd. Leonard. P. 'Deubler. :au.. S. : Doublor dlad Maroh ao, 19l'1'p leaving Ida widow, AAaa Lo Dnlblor. to .unin hila. i.D. 1Ib_ 1.&\ lUIcl1Tlud lut."1It in .-.lei Fall1... "Mined VII,t.d .. &A inold.nt ot boldine title to real .at&te ... ~lWlt. by .nt1ntloa. .Dna. 1.0 Deubler by her ct..cl elAtod J_ n, 19151. .1Ill reoor.s.cS \"0 thll :a"awdAJr'. OftiGO atornal4, ill Daad. Book: Q, Vol. 14 at pap 568, oon....yllld bel" undb- id.. 1Dt.N.... 111 add Nal eatate to hat' .on. YODaJ'd. P. !)aubleI' &Ad. liar,. C..,..t 8. Deubler. hb Wit., Crl.&\"l:llrl hIIre1n, aodLecDal'd p. Deubler 1.1I4 Narpr.t: I. Deubler, Ill. 1Ir1.t'. by their d..d dac.d .JUDO Uip 19&1 llJId reClor4.d 1n the a.oo&'ller'. Ot1'ic. at_...U. 1zI. Deod Booll: Q, Vol. 14 .~ pt.t;e S5'1. o_y.d t.... lUIlllT1clod. 11lt.re.t JOe_1111ns 1n LeoDaI'd P. Deubler to lecmard P. DrIub1er &lid. Muler.t B. Iloubln. hla wit.. thereby vaet1nc ~.e .u.pl. tit 1. La. tJ\ll p'aAt or& h,rda. Robert R. Jon.. Appral..... f ---- -- --.. r- ----------.----..---._....._...._. . -.--.". --..--.-......----.-----... ...-..... - ~. 800K1318 PAGf154 I I I I, ,. I PIIILSIMPUI DIIBD-Tppoom.. I I ~4i5 3Jttbtnlurt, , !labtiV4t. ~(; Y.; U'O, Ur.d- : ;. tA.. ,_ 0' ..r Lurtl 0... T1aotu..., Niw. H.rulrortl atl Fifty-seven (1957) '. ...... iletWtu ,ANNA DICKINSON, widav of CARROLL E. DICKINSON, of East Pennsboro Township, Cumberland County, Pennsylvania, party of the first part AND VANCE G. ltlYm and HI:IJ:RED G. MJYER, his wife, of the same'place, parties :'.. I 0' fA.. ...etJf14 i-t. !itntSSt~ rUt fA...ai4,...., Y 0' fA.. 'ird perl. 'fir atl ;. COfIriJorr..,itna 0' fA.. ..... of Two Hundr d ($200.00 I Doll..... '-ffll -, 0' 'M U,.;"'tl 8,.,... of A...mcG. well ..., ,nil, paid b, 1M .ai4 port ie,;- tl. .aoetl I pari 10 I~.. .ai4 ,.n Y 0' fA.. fwd perl. at atl b,,'ar.. fA.. ....zi.., ..., ~ .of. 1M... pr......,.. tl. ....cript I .IIn..., .. IIn..b, _~..el. hath" ' . grllrtUtl. ~. I IOU. al~..el. ",''''''ortl. ....k",..el. _,..el. ..., COll,innortl ..., b, fA..... pre..... does grtlfd bergei. Hll ) ali.... ....'...fI. rd..",... -,. ..., _'i"" lI1Ito "'.. .aiel porties 0' ,II.. ."etJf14 PC"', theU: .. Aftr. _ ",rigru. ( ) .All THAT CERTAIN '!RACT OR PIECE OF LAND, situated in E4s-l,-'P",nnsboro Township, I ( i CUIlIberland County, PeMsylvania, and bounded and described as follows, to wit: ,. BmINIIING at a point on the dividing line between Lota III and 1112 Brentwood, said point .being referenced South Thirty-five <J5) Degre.es,.No (00) Minutes East, a distance of Two Hundred Seventy-three' and Ninety-eight t0rie4lundredths (273.98) Feet; ! ! thence South Seventy-nine (79)- Degrees No (00) Minutes \-lest, a distance of Three . Hundred Fourteen and Seventy-five One-Hundredths <J1.4.75) Feet from the Southwest intersection of Golfview Road and Brentwater Road; thence South Seventy-nine (79) Degrees 110 (00) Minutes West along the Southern line of Lot 112, a dist.mce of One Hundred Fifty (150) Feet to a point; thence South Eleven (11) Degrees llo (00) I' : Minutes East, a distance of Twenty (20) Feet. to a point; thence North Seventy-nine (79) Deuees No (00) Minutes East, a distance- of One Fundred Fifty (150) Feet toO a stak~; the~e North Elev~n (11) De~ees No (00) Minutes West, a cI1stance of Twenty . - 1'",. ~...~.' _:.:... ..l_..,:,~), '(: . I .' (20) Feet to a point, the. place of BEXiINNINO. . BEING part of a Twenty (20) Foot. private riGht-of-way, South and adjacent to i Brentwood. ---. ~K131~'PA~fi55'- ,-.-.- -- --------.-.-- IESCRIPTION taken !rolll Survey made f9r the Grantor herein by WilliaJl\ B. i Whittock, Registered Professional Engineer, on August 7, 1957, his Plan as found I , by such Su.-vey being hereto attached and made a part hereof. . BEING a Portion of that tract or piece of land which Joseph A. Grieshaber and . Eliza K. Grieshaber, his wife', by their indenture 01 deed, dated July 1, 1938, and ; recorded in the office for the Recording of Deeds, etc., in and for CUIIlberland County, 1 I PennsylVania, in Deed Book' "W", VolUllle ll, page 129, ~anted and conveyed unto I Carroll E. Dickinson and Anna Dickinson, his wife, grantor and party of the first ! part herein, !U1d to their heirs and assigns forever. The .said Carroll E. Dickinson ,.tt','I"' ,I ...,' . ,.:. ,', '. . II "',' . " ~ : - . .' . '. , '. ! ' . . , I 'f; r t r' -; die.d,..a.:x:esi,~en:t!.,!?Fg1l!'l~~i'lan9- County, PellI1SYlvania, on October 26, 1956~' :.'" ...', '" .~.....,J_ :"':"""_~\ '..... ._ _. .. i r ' -' .'"'<." ~_.:' . ". -- ..'m' .,.. ""-'--- ,.h" ... - \ i d .c~ I I " ",t. .. I I r . C#. 1.. , I . . .,.. :, ". ~ ,v.:. :;..- ..,!' I I ~ ~~ . ! J..:~ ",?. ~\ I I !~ .:; " i r . Ir~ "-' J I I ..~..... It. it.. .. I I I o\- : . ~.1' l .. .J' ~ I ~ \ ~, , ~~ ',' ii' ~.\ ;'"~ ! Ii ~: ::~ l I I :1' I .: ~,-d) ~ · I ....-:0- '(. " ~ '. '1' I t "" \,.. I' . . ~"'):!'. "-..\. ~\i'1 I ' ~~ r, 0 \ tl,~ " y, \ I . t~l:.tfrWD-, ~! . I \~\1.. e.,\. . j\.! . I \..0 . ..., ~"f ~;"d" t::.. . ~,r.1 ':J' ! ,,"a.v. . T 0 ~_.-:.. 1 I '-~. "2. "'_ . ',_ , -.., ~-'IY 1<' -0 ,- I I " '" '.1 _ i \ , .1 -~oJ ~\.\:i~ " I '. 0 ,~. 0'. I \ ~.,,\ -:: i i .'. \ "Z. I i ISO , I III r-\.1~.-O ~ __ I I I -0: ,.~. l ,., I r , ..; . \ 5"Q i II j I . I ; i I I , I . i ' . . I ~. : ,". . - ~ :" . ...:~ d I 20 ADDITION TO"'LoT 12. BRENT\NOO D So,.' x I. ; ':'F'.. ,;:(;~:.: .' j ~ (~U,Rv~yt.O FOR':M'P,S. c. E. DIC.\~/NS<')N I ! I E.A~t PEN NSeOI~O 70 WN ~ HI P- CUM6E.1~ L AN D. CO,PA'l : I " . I 6(.A t..e I = 'So. A lJ 6. 7. 195"1. : I HlIIUIY. ftllT'''' THAt I THI I'I.MI 'HOW. :r'::: ~' .. , .. A"e 01' AftUM._~_... ...,' .':T, '" I . M'OUIl8IT._~. -- . , . . ',' , . . I f q 9~rodt R e~~~.~~' 0 r. __ e N e::'__h__ '.. ~.,'" I i .1 , . '!i; . . ~. , '. - . ~~:' ~ f. ~ ' I --'f I . ,'. " . :'I'.~ " .~.!~ BOoK1318 PAGf156 I .. .. I,. ! ., !. iihtgtl1Jtr . will .u atl rirtpl4t. lit ~" A.......,....." atl o,,.,rl.-... to .... _ w...- i I ;"fI or ill ..~.. opperf/li..a.g. atlll.. r........... atl rnlerftotu. r.....rtJer atl ~" r""". iI.... ~ i twofi" 1l......,;AM.lJia.u Ii.. """'''. rigA'. 'ill... ill'......... '''''''''"',. .z.;", atl '"'-fill .m.._. llot, : i.. '- ooul "gai'" of 'M ..., ,m y of 'A.. fird JH'r'. of. i.. '" or ..., of ,A.. ..., tw..,.;,.... atl _,. ,.,. ! ooul ".....1 .Il.....of ; i I . mD i;au; 8ttil ht iiDlb u.. .OU pr_u...; wi'l all "oul ,j.grdtit 11.. .".rI_.... ."'0. 11.. loU,lIr'ies of 11.. ..Ifttl,.,.. their Aeir. lloul tII';fIlII. to ol4lllor ,A.. _, prop... .... atl """oof of 11. iIIUl pori ies of 'I.. ...",,1Itl ,....,. their leir. atl tIIftgtu for,.".... 1\nb THE SAID party of the first part, for herself, her Anr.. "~,,..tor. II1Ul "",i.Utrlllor.. tlo as '" ,I..", tw"......, "....".....,. gro..' olltl ogr.... to lloul witl ".. ."itl por' ies of 'A.. ",,,rnul ,m. their Aeir. rnul tIIftgtu. 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'. in the Presence of ~ ....\.....~ - . . '. <ill, u.y, :}ll: -...-..--.----....---.. ;;'~"I";; '- ............-...--.-- --- __ (8E4.L) (8E4.L) .-.. (S.4) . .----.. . -~-,---- -~--_.- I I - ....-----._, I I l ! BODK1318 PAGf157 I ~ECORDED,OIiFICE Of lHI : CI[ RK l'F CD\IIll'S & j RE.UNDER OF D. EOS I I,,~~;ORJ i . ~ .., !'<'".' ':0 ; i COMMONWEALTH OF PENNSYLVANIA 1 !.. CUMBER\.AllD COUNtY I. 88: PEN"m_1A r COUNTY OF DA IIP"RTN . I ,- .. ti -ml"";"['" ',~ ',,, <, "If"'" ,~"., '~ ' ' . ,. '~'o. ,Tau. ',... Jd t 4., 0" , . -.f~. . 19 -SL. lufore _ I '.ll NotAry Public in and for the said Stat~d County .. 'lac .tukrriped j offic.... p....oull, ~pe~.~ ." A)IN! n!('VTIlMN I I I , I ,~:;:c"','"'_......, ......) .. .. d. ,.,_ ..... _ -"'-.......... ... t ,,' \,." . /,1 ", . .'" ~~JI!_-04ft. '4. -J._ledged IA.., _.$A. -.._ ."'.ealed tJae ........ for tJae ptJrpoIe 'A...ei. -wINd. : y:-::~ --'t('''--r, ..~ fq,;.:..,~N.W.ln~~EOF,r"'_""'''''T~!CI ~ ~ : * ,.,; 0.'. ... Elll' . ~ .,.-;. '''\'il ./:; i) , -. .'~'" . I.. "-'. 0(,,, "n.... -a" ", l..' " . f9.:o-, , ." ",'"r: " ....'v !/. I!!,;I ...U,.... ~Y\.: ..,,~.... M, eommu...... e"'p're,,_ ,;"", ' . ,. '", ,.. '."..n, 'l,,~J,";"',.... d. h.... B"",- of a~. ICt!, ~ ~"' J>tj1. u ......... ~ /'f',J)..:tt...L . ~~...ku2~ . . < - - --~ 1l?i/J>4.~ Attorney lor C'1TADW:L- I! : i ! - ,. I '''' '" . . .. I '~~ ; , :::!'E, I' I < I r-.l .a ~ L! I I Ilo I ~ ~>!.~ l 1 1:)" I CD ."1 ~OJ~ I l _ S t~ ' 'l-I J. ... I . ....s:: ) I !.- '-; i e 5 ~ I I '.' . ~ J ; ",b ~ I ': ,'. '';a'' OJ \.!l ,ap.,H . I \ ~ .. fS:J:CIl.-l 'i ~ -8 '2 '(f Q ~ 1 I... .. 0 I /_ ~ ~ ~." ~ '. aol~ -; '8", ~! ~~~ ~I I .-5 t 1,1 ti ~~g~ n,..,. - 1Il~ 111 o~ a '"-. ... I ~' Q)p., . ""i A\.", ...,j c..>..c: g, .!l.... C >-.CIJ ~ -:z: ~ ~:t....Q;J I I I .. :.. '" i I ./ ~ 0 s:: i ." . g I .'Y! ":. E:5 ~ ! . ~ :z: ... ~. \1~ "'1 ; ~ OJ ! I . " .l.j', !II. lXl 0 M ::l I c 1-1 ~.-l c.. ... I ..... OoD ! I Z 8 .0 ...., M' Q) g 1-"" - lI"J IN. ...:Z: OJ ' 1-1 og ; -d.8~:5:: "'i= . I 0 l-=-<co"t i Q I :!"9 Qilj U o~ ;a ~~ .., ~a' g :9 '2 l~ ~ I ; ~:c ' :z: -< t-f 3.., a 8 III i g. .. .i -< >;1; ~ ~ i ~ ~ !c3 I ~ ; I : I . .. , I COMl\lONWEALTH OF PENNSYLVANIA } 8S: ! .--.cIOOIEIU.ilHD.._....:..........._....._._.:...... COUNTY, ~..~.&Z. ~~~::tL~~_-:.:.oz/.;y":ty II itnras y Hand . ' Seal of Office, this ..........d?.'-d._......................_.._........_..._ day of .. ..... ...---................. Anno Domini 1957 \- ~~~ <' . ~ : AGREEMENT OF SALE FOR REAL ESTATE THIS AGREEMENT is entered into this ~~ndday of October, 2004, by and between CLIFFORD L. KREISER, BERNADETTE KREISER, and JAMES D. BOGAR, CO-EXECUTORS OF THE ESTATE OF MILDRED G. MOYER, . late of East Pennsboro Township, Cumberland County, Pennsylvania, hereinafter called "SELLER", AND DONALD A. JOHNSON and SANDRA K. JOHNSON, husband and wife, of 241 N. 33rd Street, Camp Hill, Pennsylvania 17011, hereinafter called "PURCF.ASER". IT IS MUTUALLY AGREED AS FOLLOWS: 1. PREMISES. The Seller agrees to sell, grant and convey to the Purchaser, and the Purchaser agrees to purchase and accept the conveyance of the following described real estate situate in East Pennsboro Township, Cumberland County, Pennsylvania, described as follows: Being all those two (2 ) certain pieces or parcels of real estate having erected thereon a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pe~~sylvania 17011, a copy of the legal description being attached hereto, marked Exhibit "A" and incorporated herein. Tax Parcel No.: 09-20-1850-061 2 . PURCHASE PRICE. The Purchaser agrees to pay the sum of $215,000.00 to the Seller, as the full purchase price and consideration for the premises, payable as follows: $21,500.00 , down on the signing of this Agreement, receipt of which is hereby acknowledged, said down payment to be held by James D. Bogar, Esquire, said account to be a non-interest bearing IOLTA account; and $193,500.00 in cash unless otherwise herein provided at settlement of this transaction as scheduled and provided hereinbelow. 3 . SETTLEMENT. Final settlement of this transaction shall be made at the Law Offices of James D. Bogar, One West Main Street, Shiremanstown, Pennsylvania, or any other mutually agreed upon location, and shall be made on or before November 19, 2004, at which time of settlement the Seller shall tender to the Purchaser a properly drawn and executed deed of special warranty, conveying to the Purchaser a good and marketable title in fee simple, clear of all liens and encumbrances, except easements or building and use restrictions visible on the ground or of prior record, title to be such as will be insured by a reputable title insurance company in the central Pennsylvania geographical area without exception or reservation at regular rates. Should Seller be unable to deliver such title, Purchaser shall have the option of either cancelling this Agreement of Sale for Real Estate and receiving back any monies paid as a deposit or accepting such title as Seller can give without offset, adjustment, or abatement of the purchase price. Time is of the essence of this Agreement of Sale for Real Estate. 2 , 4. TRANSFER TAXES AND APPORTIONMENT OF REAL ESTATE TAXES, RENTS ~~ EXPENSES. All realty transfer taxes shall be paid equally by the Seller and Purchaser, with Purchaser paying one percent (1%) and Seller paying one percent (1%) . Current real estate taxes, utility charges and any municipal service fees or rents will be prorated at and to the date of settlement. S . POSSESSION. Seller shall deliver possession of the said premises to Purchaser at the time of final settlement. 6. CONDITION OF PROPERTY AND RISK OF LOSS. The Seller agrees that the property shall remain in substantially its present condition until date of settlement, and if it is not, the Purchaser may rescind this contract. Seller shall bear the risk of loss from fire or other casualty until time of settlement. 7. DEFAULT. Should Purchaser default in performing this Agreemen t , any sum or sums paid on account of the purchase price, by way of down-payment or otherwise, shall be retained by Seller, as liquidated damages, whereupon this Agreement shall become null and void. Should Seller default in performing this Agreement, Purchaser shall have the right of having this Agreement declared null and void and, further, having any sum or sums paid on account of the purchase price, by way of down-payment or otherwise, returned in full to Purchaser, whereupon this Agreement shall become null and void. 3 8 . CONTINGENCIES. This Agreement of Sale for Real Estate is not subject to nor contingent upon the Occurrence or nonoccurrence of any event. Furthermore, Purchaser understands that they have the option to request that the property be tested and certified free from termites and/or wood-boring insects; to have the buildings located on the~roperty inspected and/or certified by a licensed or otherwise qualified professional; to have the property tested for radon gas. Purchaser waives the opportunity to conduct all of these inspections and tests. Furthe=more, Seller has no reports, records or knowledge of lead-based paint and/or lead-based hazards to the property. Seller warrants that the dwelling unit in question, as well as all outbuildings, were constructed prior to 1978. Purchaser waives the opportunity to conduct a lead-based paint and/or lead- based paint hazards risk assessment or inspection for the presence of lead-based paint and/or lead-based paint hazards. 9 . SURVEY. If the Purchaser should determine the need for a current survey of the premises, the cost and expense thereof shall be borne exclusively by the Purchaser. 10. STATUS OF SEWER AND WATER. The property is served by municipal sewer and public water. 11. MUNICIPAL IMPROVEMENTS. Seller has no notice of municipal improvements including, but not being limited to, sidewalk and curbing. 4 . 12. ZONING OR DEED RESTRICTION. Seller warrants that the present use of the property violates no existing zoning ordinance or regulation or deed restrictions. Furthermore, Seller has no notice of any proposed zoning change or change in use or restrictions. 13. INSPECTION/~~TY. It.is understood that Purchaser has inspected the above-referred to property and is not relying upon any representations made by Seller or by Seller's agent(s). Seller agrees to sell and Purchaser agrees to purchase the above- described property "as is", there being no warranties, either . - expressed or implied, as to the condition of the property. Furthermore, Purchaser expressly represents that Purchaser has had ample opportunity to inspect the above-referred to property and to investigate and have answered by third parties any questions Purchaser has regarding the property and the present condition of same and that Purchaser has not, in entering into this Agreement of Sale for Real Estate, accepted or relied upon any statements or representations made to Purchaser by Seller. Purchaser ac~,owledges that Seller, who is the Executor of an estate, is not obligated and, in fact, has not completed a Seller's Property Disclosure Statement. This provision shall survive settlement. 14. PERSONALTY. The following specifically enumerated items of personalty or personal property are included in the within -' 5 . sale: washer, dryer, two (2 ) refrigerators, all window treatments; fireplace set for the first floor fireplace. 15. BROKERS AND AGENTS. Seller and Purchaser both represent that they have dealt with no real estate brokers or agents in connection with this sale and that no brokers or real estate agent's commission is due any per~on on account of this sale. Each party shall indemnify and hold harmless the other party from the claim or demand of any broker or agent for any commission which any such broker or agent may claim to be due him or her as a result of this sale. 16. MISCELLANEOUS. Seller agrees to have the furnace serviced before settlement, provided, however, that the furnace was not serviced on or after June 1, 2004. 6 . For the performance of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personal representatives, successors and assigns, as witness their hands and seals the day and year first above written. WITNESS: THE ESTATE OF MILDRED G. MOYER . By (SEAL) CLIFFORD L. KREISER, CO-EXECUTOR OF THE ESTATE OF MILDRED G. MOYER By ( SEJ...L ) BERN~~ETTE KREISER, CO-EXECUTOR OF THE ESTATE OF MILDRED G. MOYER By (SEAL) JAMES D. BOGAP., CO- EXECUTOR OF THE ES TE OF MILD G. OYER (SEAL) JOHN ~~_.""'_ (SEAL) K. JOHN ON 7 . For the performance of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personal representatives, successors and assigns, as witness their hands and seals the day and year first above written. WITNESS: THE ESTATE OF MILDRED G. MOYER ~/1~1 . By ~~~ Y I~~L~AL) . / CLIFFORD~' &~ISER, CO-EXECUTOR OF THE ESTATE OF MILDRED G. MOYER ~A-- M~d f . By ':tlv.-l.~ ]~ ~"~.Jc. I) (SEAL) ~ f/ BERNADETTE KREISER, CO-EXECUTOR OF THE ESTATE OF MILDRED G. MOYER -:B - of. LL'uill2t 'mD cnn 1.P . ; /; Cl. (SEAL) O-EXECUTOR OF THE G. MOYER (SEAL) DONALD A. JO~~SON (SEAL) SANDRA K. JOHNSON 7 , EXHIBIT "A" LEGAL DESCRIPTION P .:tl.RCEL NO. 1 BEGINNING at a point on the southern line of Golfview Road, on the hereinafter mentioned Plan of Lots, which point is two hundred fifty-eight and seventy-three hundredths (258.73) feet west of the intersection of said ~ine with the western line of Brentwater Road; thenceby the western line of Lots Nos. 9, 10 and 11, south 21 degrees 03 minutes west two hundred twenty-eight and eight-tenths (228.8) feet to a point; thence by the northern line of a private right-of-way south 79 degrees 00 minutes west, one hundred fifty (150.0) feet to a point; thence north 11 degrees 00 minutes west two hundred twenty-five (225.0) feet to a point on the southern line of Golfview Road; thence by said southern line of Golfview Road north 79 degrees 00 minutes east one hundred one a..T1.d two-tenths (101.2) feet to a point; thence by an arc or curve to the left with radius of one hundred ninety-three and fifteen hundredths (193.15) feet a distance of eight and eighty-three hundredths (8.83) feet to a point, the place of BEGINNING. BEING Lot No. 12 in the Plan of Lots known as "Brentwood, Section A", which Plan is of Record in the Cumberland County Recorder's Office in Plan Book 6, Page 46. F~VING THEREON ERECTED a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pennsylvania 17011. BEING the same premises Leonard P. Deubler and Margaret B. Deubler, husband and wi fe, by deed dated October 5, 1955 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "U", Vol. 16, Page 79 granted and conveyed unto Vance G. Moyer and Mildred G. Moyer, husband and wife. The said Vance G. Moyer died November 11, 1992 whereupon full and complete title to the within described real estate became vested solely in Mildred G. Moyer, the Decedent herein. PARCEL NO. 2 BEGINNING at a point on the dividing line between Lot Nos. 11 and 12 Brentwood, said point being referenced South Thirty-five (35) Degrees No (00) Minutes East, a distance of Two Hundred Seventy- three and Ninety-eight One-Hundredths (273.98) Feet; thence South Seventy-nine (79) Degrees No (00) Minutes West, a distance of Three Hundred Fourteen and Seventy-five One-Hundredths (314.75) 8 , Feet from the Southwest intersection of Golfview Road and Brentwater Road; thence South Seventy-nine (79) Degrees No (00) Minutes West along the Southern line of Lot No. 12, a distance of One Hundred Fifty (150) Feet to a point; thence South Eleven (11) Degrees No (00) Minutes East, a distance of Twenty (20) Feet to a point; thence North Seventy-nine (79) Degrees No (00) Minutes Eas t , a distance of One Hundred Fifty (150) Feet to a stake; thence North Eleven (11) Degrees No (00) Minutes West, a distance of Twenty (20) Feet to a point, the place of BEGINNING. BEING part of a twenty (20) foot private right-of-way, South and adjacent to Brentwood. BEING the same premises which Aw~a Dickinson, single person, by deed dated August 26, 1957, and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "B", Vol. 18, Page 154 granted and conveyed unto Vance G. Moyer and Mildred G. Moyer, husband and wife. The said Vance G. Moyer died November 11, 1992 whereupon full and complete title to the within described real estate became vested solely in Mildred G. Moyer, the Decedent herein. This description was taken from a survey made by William B. Whittock, Registered Professional Engineer, said survey being dated August 7, 1957. A copy of said survey is attached to and made a part of the deed dated August 26, 1957 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "B", Vol. 18, Page 154, as referred to hereinabove. 9 \ Tax Parcel No. 09-20-1850-061 THIS INDENTURE, J - , "'\ "": i.... MADE THE L1-- J.. day 0 f [\- c: L'-.;:~ rn co .( k- .. f.... two thousand , four (2004) BETWEEN CLIFFORD L. KREISER,.BERN~~ETTE KREISER and JAMES D. BOGAR, Co-Executors of the Last Will and Testament of Mildred G. Moyer, late of East Pennsboro Township, Cumberland County, Pennsylvania, parties of the first part, and DONALD A. JOHNSON and SANDRA K. JOHNSON, husba..""ld and wi fe, of Camp Hill, Cumberland County, Pennsylvania, parties of the second part: WHEREAS, the said Mildred G. Moyer by her Last Will and Testa- men t , duly proved and recorded in the Cumberland County Register of Wills Office, Pennsylvania, in Docket Book 21-04-0815, Letters Testamentary being issued on September 3, 2004, provided, in pertinent part, as follows: FOURTEENTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale,. or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds' of any disposition of it. SIXTEENTH: I nominate and appoint CLIFFORD L. KREISER, BERNADETTE KREISER and JF~S D. BOGAR, Co-Executors of this, my Last Will and Testament. .. I . NOW TH:IS :INDENTURE W:ITNESSETH, that the said parties of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of Two Hundred Fifteen Thousand Dollars ($215,000.00) to them paid by the said parties of the second part, at and before the ensealing and delivery of these presents, the receipt whereof is hereby ac- knowledged, have granted, bargained, sold and conveyed, and do hereby grant, bargain, sell and convey to the said parties of the second part, their heirs and assigns forever: ALL THAT CERTAIN piece or parcel of land situate in East Pennsboro Township, Cumberland County, Pennsylvania, bounded and described as follows, to wit: PARCEL NO. 1 BEGINNING at a point on the southern line of Golfview Road, on the hereinafter mentioned Plan of Lots, which point is two hundred fifty-eight and seventy-three hundredths (258.73) feet west of the intersection of said line with the western line of Brentwater Road; thence by the western line of Lots Nos. 9, 10 and 11, south 21 degrees 03 minutes west two hundred twenty-eight and eight-tenths (228.8) feet to a point; thence by the northern line of a private right-of-way south 79 degrees 00 minutes west, one hundred fifty (150.0) feet to a point; thence north 11 degrees 00 minutes west two hundred twenty-five (225.0) feet to a point on the southern line of Golfview Road; thence by said southern line of Golfview Road north 79 degrees 00 minutes east one hundred one and two-tenths (101.2) feet to a point; thence by an arc or curve to the left with radius of one hundred ninety- three and fifteen hundredths (193.15) feet a distance of eight and eighty-three hundredths (8.83) feet to a point, the place of BEGINNING. BEING Lot No. 12 in the Plan of Lots known as "Brentwood, Section A" , which Plan is of Record in the C~~erland County Recorder's Office in Plan Book 6, Page 46. HAVING THEREON ERECTED a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pennsylvania 17011. BEING the same premises Leonard P. Deubler and Margaret B. Deubler, husband and wife, by deed dated October 5, 1955 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "U", Vol. 16, Page 79 granted and conveyed unto Vance G. Moyer and Mildred G. Moyer, husband and wife. The said Vance , . G. Moyer died November 11, 1992 whereupon full and complete title to the within described real estate became vested solely in Mildred G. Moyer, the Decedent herein. PARCEL NO. 2 BEGINNING at a point on the dividing line between Lot Nos. 11 and 12 Brentwood, said point being referenced South Thirty-five (35) Degrees No (00) Minutes East, a distance of Two Hundred Seventy- three and Ninety-eight One-Hundredths (273.98) Feet; thence South Seventy-nine (79) Degrees No (00) Minutes West, a distance of Three Hundred Fourteen and Seventy-five One-Hundredths (314.75) Feet from the Southwest intersection of Golfview Road and Brentwater Road; thence South Seventy-nine (79) Degrees No (00) Minutes West along the Southe~ line of Lot No. 12, a distance of One Hundred Fifty (150) Feet to a point; thence South Eleven (11) Degrees No (00) Minutes East, a distance of Twenty (20) Feet to a po in t ; thence North Seventy-nine (79) Degrees No (00) Minutes East, a distance of One Hundred Fifty (150) Feet to a stake; thence North Eleven (11) Degrees No (00) Minutes West, a distance of Twenty (20) Feet to a point, the place of BEGINNING. BEING part of a twenty (20) foot private right-of-way, South and adjacent to Brentwood. BEING the same premises which Anna Dickinson, single person, by deed dated August 26, 1957, and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "B", Vol. 18, Page 154 granted and conveyed unto Vance G. Moyer and Mildred G. Moyer, husband and wife. The said Vance G. Moyer died November 11, 1992 whereupon full and complete title to the within described real estate became vested solely in Mildred G. Moyer, the Decedent herein. This description was taken from a survey made by William B. Whittock, Registered Professional Engineer, said survey being dated August 7, 1957. A copy of said survey is attached to and made a part of the deed dated August 26, 1957 and recorded in the Cumberland County Recorder of Deeds Office in Deed Book "B", Vol. 18, Page 154, as referred to hereinabove. TOGETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, ren ts , issues and profits thereof, and all the estate, right, ti tIe, interest, property, claim and demand whatsoever of the . - said Mildred G. Moyer at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD the said granted premises to the said parties of the second part, their heirs and assigns forever. AND the said parties of the first part, do covenant, promise, grant and agree, to and with the said parties of the second part, their heirs and assigns, by these presents, that the said parties of the first part, have not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said parties of the first part have hereunto set their hands and seals the day and year above writ- ten. Signed, Sealed and Delivered in the Presence of I ~ ~ , (b!~ r K~ (SEAL) II ... --bJ1v~ ' J Cliff.ord L. Kreiser, Co-Executor " of the Estate of Mildred G. Moyer I /'\ \ \.i O\~l) ~-L.'-<. ..t....4.Lt;. It""-LJ J #. 4/ (SEAL) I "jt11 J ,I,- Bernadette Kreiser, Co-Executor \. ~. ' l')) \,.! of.t: Estat of Mildred G. Moyer I U' '. (SEAL) Moyer , COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : On this, the jCi+'/-- day of --'Jlc.-/.;-(nl(.{ L , 2004, before me, the undersigned officer, personally appeared CLIFFORD L. KREISER, BERNADETTE KREISER and JAMES D. BOGAR, known to me (or satisfactorily proven) to be the persons described in the forego- ing instrument, and acknowledged that they executed the same in the capacity therein stated and for the purposes therein con- tained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. -+< - "\ ,,", ~ . I. -J.-- ,!i; ~. -' --,c'j I nu ry', L.G-,,_k.J.1. O.YtL'O ( SEAL ) Notary Public My Commission Expir... NOTARIAL SEAL BONNIE L WILLIAMS, NOTARY PUBLIC SHIREMANSTOWN BORO., CUMBERLAND CO. MY COMMISSION EXPIRES APRIL 18. 2005 CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete I' post office address of the wi thin named grantees is J 5 bo I fVl i ~ Ref I (clmp H; II, P 4 i 70! I . . \ ~ \ .. ~cv"€m lyl2. , C; 2004 /J t/!., i /I /'_.~. I U4'fw. t/t.. for Grantees COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : RECORDED on this day of , 200___1 in the Recorder's Office of the said County, in Deed Book , Page . Given under my hand and the seal of the said office, the date above written. , Recorder. .. A. Settlement Statement u.s. DepartmenlofHousing and Ur"'" Developmenl OMB No. 2502-026S B. Type of Loan I. DPHA 20PmHA 3. DConv. Unins. r 4. OVA S'DConv.lns. C. TI,is form is furnished sa a slalemenl of actual seldemenl costs. AlIIO\Ints paid 10 and by the selllemenl agenl are shown. lIems marked (p.o.c) were paid outside the closing; they are shown for informalional purposes and are nol included in Iolala. D.- Name alld Addr.... 01 Borrower 6. Name and Addr.... of Seller 1'. Name and Addreaa 01 Lender Donald A. Johnson Clifford L. Kreiser CASH Sandra K. Johnson Bernadette Krei ser 241 N. 3Jrd Street JlIIIes D. Bogar ClIIIp Hl1l. PA 17011 Co-Executors of the Estate of Mildred G. Moyer 0: Properly LocatIon H. Seldemenl Agent Great Road 15 Go1fview Road Settll!llent Services. LLC ClIIIp Hill. Pemsylvani a 17011 Place of Sememenl 1. Seldemenl Dale East Pemsboro Township. C.-berland County 2157 Market Street ClIIIp H111 PA 17011 11/19/2004 J. SUMMARY OP BOR~9W~R'STR~AgnONL>':i.J~;$YHM_A~XQf'$~I4":lr~/S)TMN$Agn9N:'- 100. ORQSSAH9Ul'ITD!!!'l Pj!.()M)l9~1~9W.!'lIl.> ,-' ----- -."iif~09iqj!.~,4M9!!m:P!!!'lrg~~~l;~~ ._ 101. Contract ...Ies price 215.000.00 401. Contract ...Ies price 215.000.00 102. Per.......1 properly 402. Personal properly 103. Seldemenl charges 10 borrower(1 ine 14(0) 2.840 . 50 403. 104. 404. 10S. 40S. Adjuatments for items paid by seller in advance Adjustments for items paid by seller in advance 106. Cily/Iown lues 10 406. Cily/town taxes to 107. Counly taxes 11/19/200110 12131/2004 67.07 407. Counly Iaxes 11/19/200ltJ 12/31/2004 67.07 108. ~ments 11/19/200tb 06/30/2005 1.4OB.96 408. Assessments 11/19/200tb 06/30/2005 1.408.96 109. sewer - 11/19-12/31 22.26 409. sewer - 11/19-12/31 22.26 110. 410. III. 411. 112 412 --. ....< .-'......--....-..-. ..-------. '.> :.,-' --'.-iii:}:_f', .__ _. __. _ _ ._- '.'_'.-.-.- ._-_-_ _ 120. OROSS AMbUN"r bUB JlRoM 8()~Rb\\lJ3R< . 219.338. 79 )~iq;g~~~~qYr:rn.!5.~~tI;p $iALBR} 216.498.29 200. 1MOU~PAID-B.Y.()RJ!'IBIl!lt\LPI::!fBORRQW~<>::ii::::::,1!l9,j!.IlP!,lq'lJ.P!'I$INAMPVtITPVIlTPSllL.l;l:lR< - - ._.'-'- - _. _..' 201. Deposit or earnest rmney 21.500.00 SOl. Bxc.... deposil(see Instructions) 202. Principal alllO\lnlofnew loall(s) S02. Setdemenlcharges to seller(line 14(0) 2.152.00 203. !!xisling loall(s) laken subjecllo S03. Bxisting 10000(s) Iaken subject to 204. S04. Payoff of first mortgage loan 20S. SOS. Payoff of second rmrtgage loan 206. S06. 207. S07. 208. S08. 209. S09. Adjuslmenb for items unpaid by seller Adjuslmenb for ilems unpaid by seller 210. Cily/town Iaxes to S10. Cilyllown !axes 10 211. Counly taxes 10 S II. Counly Ine.. 10 212. A........menl. 10 Sl2. A.....menL. to 213. Sl3. 214. S14. 21S. SIS. . 216. S16. 217. S17. 218. S18. 219. S19. ~::... ~;:";~;;~:~.f~OWfQ~~. .....:@::I.:;~~~.:~~:....:i:~;ii!~~~~~~~~~~~~g~~~Ji.:u.....,..,...,........ ..2.:.152.~.~... 301. Oross alllO\lnt due from borrower(line 120) I 219.338.79 601. Gross amounl due to seller(lIne 420) 216.498.29 302. Less alllO\lnl paid by/for borFOwer(line 220) k 21.500.00) 602. Less reduction amounl due seller(line S20) 2.152.00) ><<.c.....-.>~ ~ 303.CA$H( ~ 197.838.79 ~ it........;... 214.346.29 The informalion conlllined in Blocta B. a. H and I and on line 401 or. if line 401 is _isked. Ii.... 403 and 404 is in1porlanllaX information and is being furniahed to the Internal Revenue Service. If you are required to tile a return. a negligence penally or olher sanction will be i""osed on you if this item is required 10 be reported and the IRS determi.... that it hu not been reported. IJUD-I SBTl'LBMENT STATEMBNT CI Brai...torm Software I-S40-66S-0800 W ARNINO: It is a crime to knowingly lIMke faille statemen!l to the United Statea SBTTLlDmNT STATBJIBNT on Ihis or any other similar form. Penalties tr.:. conviction can include a fine PAGE 2 and i~ri_t. for details _: TiUe 18 .S. Code SectIon 1001 a: 1010. PAID PROM PAID PROM 700. TOTAL SALBS/BROKBR'S COMMISSIONbued on price S 215.000.00 @ " - S BORROWER'S SELLER'S Division of """""isaion (line 700) II follows: PUNDSAT PUNDS AT 701. S 10 SBTJ'LBMBNT SBTJ'LEMENT 702. S to 703. COI11ltIission paid at Selllernent 704. 800, ITBMS .}'. ',', , 80 I. Loan Origination Pee " 802. Loan Dil!l:ount " 803. ApprallOl' Pee to 804. Credit Report to 80.5. Lender's Inspection Pee 806. Mortgage Insurance Application Pee to 807. ASIIl~lion Pee 808. 809. 810. 811. 900, ITBMSREQlIlRI!D < ,.~ --,- 90 I. 'nleresl from to @S /day 902. Morlgage I.....rance Premium for months to 903. Hazard Insurance Premium for years to 904. 90.5. 1000. ResBRVes , --,- -c 1001. Hazard insurance months @ S per monlh 1002. Morlgage insurance monlhs @ S per monlh 1003. Cily property taxes months @ S per monlh 1004. County property lIlxes monlhs @ S 48.71 per month 100.5. Annual assessmenlS monlh. @ S 192 . 71 per monlh 1006. months @ S per monlh 1007. months @ S per month 1008. 1100. :: ,:,'<::<} '.0 1101. Selllement or cloaing fee 10 GRSS 525.00 1102. Abslrsct or litle search 10 lonni Abstract 104.50 I 103. Title examination 10 GRSS 1104. Title insurance binder to MIA 110.5. Document preparation to GRSS 1106. Notary fees to c.sh 5.00 1107. Attorney'. fees to J_es Bog.... Esqui..e (POt) (includes above items Numbers: ) 1108. Title insurance to (includes above items Number.: ) 1109. Lender'. coverage S 1110. Owner's coverage S 111 I. Alici. Stine . tax ce..t (.dv.nced by GRSS) 2.00 1112. 1113. 1200" "". 120 I. Recording fees: Deed S 40.50 ;Mortgage S ;Releases S 40.50 1202. City/county taX/Slll~s: Deed S 2.150.00 ;Mortgage S 2,150.00 1203. SlAle laxlsta~s: DeedS 2.150.00 ;Mortgage S 2.150.00 1204. . 120.5. 1300. .,-- ,.,<'(:7 1301. Survey to 1302. Pest inspection to 1303. E.st Pennsbo..o Twp . tl'lsh thl'U 12/31104 15.50 1304. 130.5. 1.400. mr..u..$BtJJ;.BMl!IfI',.c:~AAgl":l$i,.i\fuii,!tifflJI@4~{~~~M1.M~J!fu\~9~i,$~I@iJq:':i ,.i.)f, r\>"":""""'" 2.940.50 2,152.00 CBRTIflCATION UD-I Settlement Statement and to the best of my knowledge and belief. it la a true and accurate .taternent of all receipl5 and nl y me in this lranaactlon. I further certify that I ~ copy of the HUD-I S~tUement SlAlement. ~ ~-eJ~~."-- . son f . e se.. ~ ' '- "----.- REV-1503 EX + (1-97) SCHEDULE B COMMONWEAL TH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Moyer SSfJ 197-03-9684 08/25/2004 21-04-0815 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER UNIT VALUE OF DEATH 1 Legg Mason Wood Walker, Inc. - Account No. 363-02161, 139,612.55 value as attached letter dated October 14, 2004 TOTAL (Also enter on line 2, Recapitulation) 139,612.55 (If more space is needed, insert additional sheets of the same size) LEGG MASON Legg Mason Wood Walker, Incorporated 274 Senate Avenue, 7th Floor, P.O. Box 8853, Camp Hill, PA 17001.8853 777.737.6500 800.433 .8786 Fax: 17 7 . 737 . 0800 Member New York Stock Exchange, IncjMember SIPC October 14, 2004 Attorney James D Bogar One West Main Street Shiremanstown, P A 17011 RE: Mildred Moyer, Deed SS # 197-03-9684 Date of Death: August 25,2004 Dear Attorney Bogar: Enclosed is a list of the holdings and values Mildred Moyer had in her account 363- 02161 on the date of her death, 08/25/2004. Quantitv Name of Security Price Per Share Value 1945.70 Le22 Mason Cash Reserve Trust 1.00 1945.70 117 AT&T Wireless Services. Ine 14.55 1702.35 4 A2ere Svstems Ine CL A 1.30 5.20 105 A2ere Svstems Ine CL B 1.31 137.55 4.775 Drevfus Strateme Municipals Ine 8.72 41.638.00 400 Lucent Technolomes Ine 3.17 1.268.00 - - 3.679.15 Drvden lVlun Bd Fd Hi Inc Ser CL A 10.10 37.159.42 ~/ --.- 3.181.621 Drvden Mun Bd Fd Hi Ine Ser CL B 10.10 32.134.37 1.551.015 Drvden Natl lVluns Fd Ine CL A 15.23 23.621.96 TOTAL $ 139.612.55 I have enclosed a copy of the August 2004 statement for your reference. The above figures does not include the ING Annuity. If you have any questions please don't hesitate to call. Sincerely, " D?j..,L.,~z 0'J~&-.- Barbara Charles Client Service Rep The foregoing information was prepared from sources believed to re reliable but is not guaranteed as to accuracy. It should be carefully reviewed and compared with your Legg Mason monthly statements. Any questions should be referred to your Investment Executive or the Branch Manager. , REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Moyer SSII 197 - 03 - 9684 08/25/2004 21-04-0815 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 Cash - Found in Home 534.00 2 Liberty Mutual - Homeowner's Insurance Refund 286.00 3 Mutual of Omaha Insurance Company - Insurance Refund 10.98 4 Pennsylvania American Water - Refund 182.59 5 Verizon - Refund 14.97 6 Waypoint Bank - Checking Account No. 400014284, date of death 6,001. 82 value $6,001.68; accrued interest $0.14 7 Waypoint Bank - Savings Account No. 402123285, date of death 10,520.01 value $10,518.81; accrued interest $1.20 8 Waypoint Bank - Savings Account No. 402131784, date of death 2,534.09 value $2,533.80; accrued interest $0.29 9 Contents of home and personal property sold at public sale 30,143.55 10 Contents of home and personal property - Value as on attached 2,790.00 appraisal of Ezell Auction Company. Items listed were specifically bequeathed items and separately appraised. These items were not sold at auction. Total of specifically appraised items was $2,890.00; however the item listed as fireplace and irons and accessories was included as personalty and conveyed with the real estate sold. Specifically bequeathed items therefore totaled $2,790.00 11 Contents of home and personal property sold at public sale 27,767.50 12 Allianz Life Insurance Company of North America - Annuity Policy 13,669.01 Number 2416554, cash value as of date of death 13 ING USA Annuity and Life Insurance Company - Annuity No. 0.00 C046224-GG 14 ING USA Annuity and Life Insurance Company - Annuity No. 151,777.31 C048932-GG TOTAL (Also enter on line 5, Recapitulation) $ 246,231.83 (If more space is needed, insert additional sheets of the same size) - . . . . . . -- - - VI Way RQt'1J LOOK FOR US. WE'LL GET YOU THERE. 9/14/2004 JAMES D BOGAR 1 WMAIN ST SHIREMANSTOWN P A 17011 The information which you requested on the account(s) of MILDRED G MOYER (Social Security Number 197-03-9684) is/are as follows: Account Number 400014284 402123285 402131784 Class of Account CHECKING SA VINGS SA VINGS Date Opened 030497 112691 111094 Principal Balance 6001.68 10518.81 2533.80 Accrued Interest .14 1.20 .29 Balance at Date of 6001.82 10520.01 2534.09 Death Account Ownership SOLE SOLE SOLE Name of Joint Owner, if any Date Ownership 030497 112691 111094 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Z!/Wu#f Information Requested ATTS . SENIOR SERVICES REP. ~,... ~__ .....,.. .1______ - . " ZELL AUCTION COMPANY APPRAISAL OF PERSONAL PROPERTY ESTATE OF: M;'nr~ ~ M--l?pr LOCATED AT: 15 Gulfview Road Camp Hill, PA 17011 CONDUCTED ON: October 6, 2004 REQUESTED BY: James Bogar Esq. Name Executor Title (e.g. Executor, POA, etc.) 1 West Main Street Street Address Shirema.nstown, PA City/State/Zip 717-737-8761 Area Code + Phone Number PREPARED BY: EZELL AUCTION COMPANY P.O. BOX 284 MT. GRETNA, P A 17064 (717) 964-3780 or (717) 469-7788 (Grantville) . Framed Print by David Lenker Titled "Old Barn" Serial #XXVII/C $200 Framed Silk-Screened Print by Brur:e Johnson Titled "Le Carrousel" #103 of 250 $400 Hand-Carved Wooden Figure of Hur;ter by unknown artist $60 Hand-Carved Wooden Figure of Deer by unknown artist $40 Hand-Carved Wooden Ashtray with Squirrel by unknown artist $20 34" x 11" Hand Carved Plank of land Clearing Scene (Multi-Figure) by unknown artist $250 Pembroke Welsh Corgi Reference Books (30) $90 Framed Print by May Ireland Voight Titled "The Forest Primeval" $125 Framed Poster by May Ireland Voight Titled "Welcome Exhibitors and Guests" $100 Framed Tile by May Ireland Voight Titled "Independence Hall" $35 Framed Print by Tasha Tudor Titled "Blowing Bubbles" #2 of 1000 $50 Framed Magazine Cover (Farm Journal) Titled "Mother Corgi and Puppies) $20 Framed Needlepoint of Corgi Dog $10 Framed Oil Painting on Canvas litled "Italian Dancing Scene" $100 Framed Print by Art Smith Titled "Moyers" $40 Framed Charcoal Drawing by Tastn Tudor Titled "Name Tag Original" $100 Royal Doulton Ceramic Figure (D~I #2557 $750 Denmark Ceramic Figure (Dog) #4593 $100 Four limeogos Transfer Plates with Pembroke Welsh Corgi Club Seal (all) $40 4" Handleless cup with Pembroke Welsh Corgi Society Seal $10 Transfer Plate of Pembroke Welsh Corgi Dog $20 Royal Daulton Ceramic Figure (Dog) #2558 $200 Numerous Tasha Tudor Storey Books (4) $30 Fireplace and Irons and Accessories - Sold as part of Real Estate $100 Page 2 , Summary Total Appraised Value: $2,890.00* *Represents the appraiser's opinion of the value that would be achieved through the auction process. Note: · This appraisal is based solely on the appraiser's knowledge/experience and represents his opinion of the value of items listed · Values of items are set independent of appraisal fee. · The appraiser has no interest in purchasing any of the times listed. · The appraiser has no vested interest in the outcome of the appraisal. /CJ)3~V Date / r ( JACK EZELL, AU2974L EZELL AUCTION COMPANY PO BOX 284 MT.GRETNA, PA 17064 (717) 964-3780 or (717) 469-7788 (Grantville) Estate ot Mildred G Moyer Page 3 Allianz Life Insurance Company of North America Allianz @) PO Box 59060 Minneapolis, MN 55459-0060 800/950-1962 November 1 , 2004 ESTATE OF MILDRED G MOYER C/O JAMES BOGAR ONE WEST MAIN STREET SHIREMANSTOWN PA 17011 Re: Mildred G. Moyer, deceased Annuity Policy Number 2416554 Dear Executor: This letter is in reference to your request for a date of death value on the above policy. Please be advised that the Annuitization Value and Cash Surrender Value as of August 25, 2004 was $16,031.60 and $13,669.01, respectively. This annuity was issued on February 24, 1993, as a result of a 1035 exchange. The cost basis of the annuity is 6,225.78. Should you have any questions, please feel free to contact our office. Thank you. Sincerely, . *~~~ Ih,t~ Jeannie Burnham Claim Examiner If you are an Illinois Resident: Part 919 of the Rules of the Illinois Department of Insurance governing claims practices requires that our company advise you that you may express any concerns with the Illinois Department of Insurance. It maintains a consumer division at 100 W Randolph Street, Suite 15-100, Chicago, Illinois 60606 and at 320 West Washington Street, Springfield, Illinois 62767. , I N Gf\.,~"", zji;jfJ./ # September 9,2004 James D. Bogar Attorney at Law One West Main Street Shiremanstown, PAl 70 11 RE: Contract # C046224.GG & C048932.GG Dear Mr. Bogar, - Golden does not issue IRS Form 712 for this product type, however we are happy to provide the following information in lieu of IRS Form 712: Owner/ Death Benefit Cost Basis Primary Beneficiary Annuitant Value as of 08/25/2004 Mildred G. Moyer C046224-GG; Non- Estate of Mildred G. $0.00. Qualified Moyer, 100% Contract C048932-GG; $151,777.31 Please note that contract C046224-GG was cancelled before it was active. At request of the transfer company they did not want the transfer to go through. The money was returned to Scudder Invesiments on iO/1o;2002. Should you have any questions please contact our Customer Service Center at 1-800-366-0066 and a representative would be happy to help you. Sincerely, (~--) -CKG~ l:~ n____ ~A" T _n_;_.._ 909 Locust Street , ::295 1/1/04 Des Moines, IA 50309-2899 # !NG USA Annuity and Life Insurance Company REV-1511 EX +(1-97) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE T /IV( RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Moyer SSf! 197-03-9684 08/25/2004 21-04-0815 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Church of the Good Shepherd - Honorarium 230.00 2 Gingrich Memorials - Lettering for Monument 60.00 3 Neill Funeral Home - Funeral 8,456.38 4 Resurrection Cemetery - Burial 750.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 14,000.00 Name of Personal Representative(s) Cl iff ord L Kreiser Social Security Number(s) / EIN Number of Personal Representative(s) 205-26-2997 Street Address 7738 Farmdale Avenue City Harrisburg State PA Zip 17112 Year(s) Commission Paid: 2. Attorney's Fees James D. Bogar Esquire 21,000.00 3. Family Exemption: (It 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 456.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Alicia Stine, Tax Collector - Tax Certification 2.00 2 Cumberland Law Journal - Legal Advertisement 75.00 3 East Pennsboro Township - Sewer Bill-Final 49.50 4 Ezell Auction Company - Commission on Sale 6,028.71 5 Ezell Auction Company - Hauling Charge for Sale 900.00 6 Ezell Auction Company - Commission on Sale 5,553.50 Total of Continuation Schedule(s) 5,300.81 TOTAL (Also enter on line 9, Recapitulation) $ 62 ,861. 90 (If more space is needed, insert additional sheets of the same size) - . . . f" .____ Estate of: Mildred G. Moyer Soc See /1: 197-03-9684 Date of Death: 08/25/2004 Continuation of Schedule H-B1 (Personal Representative's Commissions) Item Description Amount /1 1 Bernadette Kreiser - Executrix Commission 7,000.00 2 Clifford L. Kreiser - Executor's Commission 7,000.00 -------------- 14,000.00 Estate of: Mildred G. Moyer Soc See II: 197-03-9684 Date of Death: 08/25/2004 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount II 7 Joseph A. Rosi Jewelers Inc. - Jewelry Appraisal 609.50 8 Killian Lawn Service - Mowing, leaf clean-up, spraying 699.06 9 Patriot News Co. - Executor's Notice 109.30 10 Pennypacker-Andrews - Personal Property Appraisal 250.00 11 PPL - Electric Bill-Final 99.35 12 Recorder of Deeds - Real Estate Transfer Tax 2,150.00 13 Register of Wills - Short Certificates (2) 6.00 14 RESERVES: Costs to conclude administration of Estate including 1,000.00 filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns 15 Robert R. Jones & Associates - Real Estate Appraisal 275.00 16 u.S. Postal Service - Certified Mail to ING and Allianz re 9.30 Account Redemption 17 Verizon - Telephone Bill-Final 93.30 -------------- 5,300.81 REV-1S12 EX +(1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, AND LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Moyer SS:/I 197-03-9684 08/25/2004 21-04-0815 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Alert Pharmacy Services - Bill-Final 321. 50 2 Messiah Village - Bi11- Final 5.00 3 Mobile X-Ray Imaging Inc. - Medical 138.58 TOTAL (Also enter on line 10, Recapitulation) $ 465.08 (If more space is needed, insert additional sheets of the same size) _______.__'->-1_' .___ ~ . --- REV-1513 EX .(9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Mildred G. Mover SS!! 197-03-9684 08/25/2004 21-04-0815 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(aX1.2)] 1 Pembroke Welsh Corgi Rescue Friend Specific P.O. Box 196 bequest of Chatham, PA 19318 specifically designated personal property 2 Albert and Angeline Intrieri Friend Specific 3866 Rutherford Street bequest of Harrisburg, PA 17111 5,000.00 3 Charles A. Koch, Jr. Friend Specific 243 Oak Grove Road bequest of Pine Grove, PA 17192 certain specifically listed personal property ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET /I. NON- TAXABLE DISTRIBUTIONS; A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See attached TOTAL OF PART /1- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ . . ,,. Estate of: Mildred G. Moyer Sac Sec II: 197-03-9684 Date of Death: 08/25/2004 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary Relationship Amount or II Share of Estate 4 Clifford L. and Bernadette Kreiser Friend Specific 7738 Farmdale Avenue bequest of Camp Hill, PA 17011 $5,000.00 and other designated personal property 5 Neil H. and Kathryn McLain Friend Specific One Pembroke Lane bequest of Ithaca, NY 14850 designated personal property 6 David Sterner Friend Specific 216 Maple Avenue bequest of Marysvil1e, PA 17053 $2,000.00 7 Betty Thompson Friend Specific 3112 Oxford Court bequest of PIano, TX 75075 designated personal property 8 Richter L. and Debbie Voight Friend Specific 45 Windsor Way bequest of Camp Hill, PA 17011 designated personal property Mildred G. Moyer SS# 197-03-9684 Date of Death: 08/25/2004 File No. 21-04-0815 ----------------------------------------------------------------- ATTACHMENT TO SCHEDULE J SECTION II-B The Good Shepherd Catholic Church Specific Bequest of c/o Diocese of Harrisburg $5,000.00 Office of the General Secretary 4800 Union Deposit Road Box 2153 Harrisburg, PA 17105-2153 Trustees of the University of Pennsylvania Rest, Residue and 619 Franklin Building Remainder 3451 Walnut Street Philadelphia, PA 19104-6285 LAST WILL AND TESTAMENT OF 0, MILDRED G. MOYER . I, MILDRED G. MOYER, of East Pennsboro Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I direct the payment of all my just debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practical after my decease as a part of the expenses of the , administration of my estate. ~ SECOND: I give and bequeath to THE GOOD SHEPHERD ':J \ ~~CATHOLIC CHURCH, of 3435 Trindle Road, Camp Hill, Pennsylvania, "1 ..... the sum of Five Thousand and No/IOO ($5,000.00) Dollars. I 'J C'"--... ~'. further direct that the GOOD SHEPHERD CATHOLIC CHURCH use this "~ gift for the purchase and/or continued maintenance of the second '"' ... ;-)....., stained glass window and, further, to memorialize this bequest if \ appropriate and possible. IV THIRD: I give and bequeath to CHARLES A. KOCH, JR. , of J J 25 Orion Road, Boiling Springs, Pennsylvania, the following: the "'--J ~..\ framed French Carrousel silk print entitled "Le Carrousel" by . \l .... ' "..I ~ \ Bruce Johnson, Serial No. 103/250; framed picture of "Old Barn" 'N N' "'. by David Lenker, Serial Number XXVII/C; hand carved wooden figure "\ ,- "-. '.. of a deer; hand carved wooden figure of a hunter; hand carved , wooden ashtray; hand carved wooden plank measuring 34" X 11", with four hand carved men digging and pulling a tree stump from the ground. FOORTH: I give and bequeath to ALBERT INTRIERI and ANGELINE INTRIERI, his wife, or the survivor thereof, of 3866 Rutherford Street, Harrisburg, Pennsylvania, the sum of Five Thousand and NO/100 ($5,000.00) Dollars. . FIFTH: I give and bequeath to the PEMBROKE WELSH CORGI RESCUE, all of the following items: Pembroke Welsh Corgi in America; Welsh Corgi League Handbook - England; Our.Corgi World - England. The PEMBROKE WELSH CORGI RESCUE is presently managed by BETTY DELFOSSE, of 34681 Iris Lane, East Lake, Ohio 44095-2461. It is my wish that BETTY DELFOSSE be charged with the responsi- ., bility of selling these items with the proceeds thereof going to J the PEMBROKE WELSH CORGI RESCUE. In the event that BETTY \ I direct that the then existing Business . . '....I;)ELFOSSE predeceases me, ~ "- .~ Manager of the PEMBROKE WELSH CORGI RESCUE dispose of these items ,} "- as set forth herein. i'*'", " SIXTH: I give and bequeath to RICHTER L. VOIGHT and " DEBBIE VOIGHT, his wife, or the survivor thereof, of 45 Windsor ',: Way, Camp Hill, Pennsylvania 17011, the following: framed ' c '-'\ \ \ prismacolor picture entitled "The Forest Primeval" by may Ireland '). Voight; framed poster entitled "Welcome Exhibitors and Guests" 'v ,- dated 1987 by May Ireland Voight and Richter L. Voight; framed "" ''-J tile "Independence Hall" by May Ireland Voight. r I give and bequeath to CLIFFORD L. '- SEVENTH: KREISER .. 'v his wife, or the survivor thereof, """ '. and BERNADETTE KREISER, of :-~'" 7738 Farmdale Avenue, Harrisburg, Pennsylvania 17112, the sum of -', '~ Five Thousand and NO/100 ($5,000.00) Dollars, and the following: framed picture entitled "Blowing Bubbles" signed by Tasha Tudor, No. 2/1000; framed picture entitled "Mother Corgi and Puppies" from the Farm Journal; framed needlepoint Corgi; the oil painting entitled "Italian Dancing Scene"; picture named "Moyers", paint- ing framed and signed by Art Smith, artist. EIGHTH: I give and bequeath to DAVID STERNER, of 216 Maple Avenue, Marysville, Pennsylvania 17053, the sum of Two Thousand and No/100 ($2,000.00) Dollars. NINTH: I give and bequeath to NEIL H. McLAIN and KATHRYN McLAIN, his wife, or the survivor thereof,' of 940 Cayuga Heights Road, Ithaca, New York 14850, the following: framed pen and ink picture entitled "Name Tag Original" by Tasha Tudor; 2 Royal Daulton dog figurine No. 2557; Denmark dog figurine No. 4593; four china plates with Pembroke Welsh Corgi, Inc. , seal printed thereon; one footed cup with Pembroke Welsh ~orgi seal. TENTH: I give and bequeath to Betty Thompson, of 3112 Oxford Court, Plano, Texas 75075-3332, the following: Blue china ':" plate with Pembroke Welsh Corgi picture; Royal Daulton dog .' figurine No. 2558; all Tasha Tudor storey books. '-<i -,..,' --::, ELEVENTH: I bequeath such of my additional tangible ... personal property as is set forth in a separate dated and signed 'v \ -:--~ Memorandum, which dated and signed Memorandum shall be placed ~ :---.. with or attached to this, my Last will and Testament, to the 'T "- individuals designated therein, if any. It is my intent that the ~~ last dated and signed Memorandum shall control. .. ; TWELFTH: Unless specifically indicated to the con- " .. trary, should any of the individuals named in Clauses THIRD, ~ ,j ..) FOURTH, SIXTH, SEVENTH, EIGHTH, NINTH, and TENTH predecease me, I ~ \\ direct that their share under this, my Last Will and Testament, v ."-1 J be and become part of my residuary estate to be disposed of as I , set forth in Clause THIRTEENTH, hereinbelow. ...:............... ':'''-. THIRTEENTH: I give, devise and bequeath to the Trust- .;, ees of the University of Pennsylvania, a non-profit corporation organized and existing under the laws of the Commonwealth of Pennsylvania, all the rest, residue and remainder of my Estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to establish the Mildred G. and Vance G. Moyer SCholarship Fund in small animal medicine. It is my desire and preference that the endowment funds be used to create one or more Dean's Scholarships at the School of Veterinary Medicine (depending on the level of investment needed to establish such Dean's Scholarships). Further, although I want to support students in small animal medicine, I give the School the right to direct the funds to any needy student who 3 meets the requirements for a Dean's Scholar. In that way, I can be assured that the needs of future students will be met. FOURTEENTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fidu- ciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until ~ actual distribution of all property: \ y (A) To sell at public or private sale, or to lease, ~:, " ~for any period of time, any real or personal property and to give l options for sales, exchanges or leases, for such prices and upon ,~ such terms (including credit, with or without security) " or ;--........ "- conditions as are deemed proper. This includes the power to give \. cj'~ legally sufficient instruments for transfer of the property and 't to receive the proceeds of any disposition of it. '''"' (B) To partition, subdivide, or improve real estate ~ :~ ..J and to enter into agreements concerning the partition, subdivi- ~ \ sion, improvement, zoning or management of real estate and to {} '"--1 impose or extinguish restrictions on real estate. \. \ ,,~\ ( C) To compromise any claim or controversy and to ~ " abandon any property which is of little or no value. '.-...:.:, '.' ( D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. ( F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. 4 (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, 0, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan,. employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTEENTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTEENTH: I nominate and appoint CLIFFORD L. KREISER, BERNADETTE KREISER and JAMES D. BOGAR, Co-Executors of this, my Last Will and Testament. I direct that my Co-Executors, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this \ '.2~L.\ day 0 f -1t~~\..C.:.{-~ , 200l. ;rYj/1': r/d j' IV 111 . ( SEAL) J ~ ">--..A .....=" ,,'~ _'!-/'___ MILDRED G. MOYER / 5 Signed, sealed, published and declared by the above- .. named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. '1'1 /} /4.i ;,~. ~! J fj86'r:i1v- Address -! "CJ i 1..-:...- 'Z l, ;"$C Address ,/,' v " , MEMORANDUM In accordance with the provisions of Clause ELEVENTH of my Last Will and Testament, dated , 2001, I direct that the following described personal property be given outright to those individuals so designated: DATE: ( SEAL) MILDRED G. MOYER JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN. PENNSYLVANIA 1701 I e-mail mall@bogarlaw.com TELEPHONE (717) 737-8761 JAMES D. BOGAR FACSIMILE JENNIFER B. HIPp. (717) 737-2086 -Also admitted to New Jersey Bar Direct e-mail jbogar@bogarlaw.com November 8, 2004 VIA HAND DELIVERY .-.."'.... Glenda Farner Strasbaugh ~......:' '- . g " Register of Wills Cumberland County Courthouse C, One Courthouse Square <.:: Carlisle, PA 17013 I 'D The Estate of Mildred G. --"I RE: M9yer No. 21-04-0815 ~ Date of Death: August 25, -:2004 Dear Ms. Strasbaugh: I represent the Estate of Mildred G. Moyer. Enclosed is a check made payable to the Register of Wills in the amount of $2,107.58, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $14,790.00 multiplied by 15% or $2,218.50, less discount in the amount of 5% or $110.93, resulting in payment of $2,107.58. please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. !]:u;r JAMES JDB/blw Enclosure cc: Clifford L. Kreiser and Bernadette Kreiser, Co-Executors (w/o encl.) V COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004608 BOGAR JAMES D 1 W MAIN STREET SHIREMANSTOWN, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER ______n fold ---------- n____u 101 I $2,107.58 ESTATE INFORMATION: SSN: 197 -03-9684 I FILE NUMBER: 2104-0815 I DECEDENT NAME: MOYER MILDRED G I DATE OF PAYMENT: 11/09/2004 I POSTMARK DATE: 11/09/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 08/25/2004 I I TOTAL AMOUNT PAID: $2,107.58 REMARKS: CHECK# 115 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX INHERITANCE TAX DIVISION APPRAISEHENT, ALLOWANCE OR DISALLOWANCE PO BOX Z80601 OF DEDUCTIONS AND ASSESSHENT OF TAX HARRISBURG PA 171Z8-0601 REV-1547 EX AFP U2-041 DATE 03-07-2005 ESTATE OF MOVER MILDRED G DATE OF DEATH 08-25-2004 FILE NUMBER 21 04-0815 COUNTY CUMBERLAND JAMES D BOGAR ESQ ACN 101 1 W MAIN ST I Allount Rellitted I SHIREMANSTOWN PA 17011 C"j (it') MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE '._,.!.,- CARLISLE, PA 17013 CUT ALONG THIS~~X"E ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =U'li"rli'-AF;-rll-:6J'r-Noi'-IcE-oF-INHER"tflN'cE-TA'x-l-PPR1YsEM€N'~--ALt'b"'QANcE-oR--------_.__. - --- " ~:. . . _ ,,:,:",,; :;;:::'(:::: : DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTA 1-E OF ;;::J.10YER 0 ~"~i MILDRED G FILE NO. 21 04-0815 ACN 101 DATE 03-07-2005 "'''::') l",.",.J ~:"-"..J TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 215,000.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 139.612.55 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 subllit the upper portion 4. Hortgages/Notes Receivable (Schedule D) (4) .00 of this forll with your 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 246.231.83 tax paYllent. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 600,844.38 APPROVED DEDUCTIONS AND EXEMPTIONS: 62,861.90 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule 1) UO) 465.08 11. Total Deductions (11) 63.326 98 12. Net Value of Tax Return (2) 537,517.40 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) (3) 522,727.40 14. Net Value of Estate Subject to Tax (4) 14,790.00 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (5) .00 X 00 = .00 16. AlIOunt of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00 17. Allount of Line 14 at Sibling rate (7) .00 X 12 = .00 18. Allount of Line 14 taxable at Collateral/Class B rate (8) 14,790.00 X 15 = 2,218.50 19. Principal Tax Due (9)= 2,218.50 ITS: + AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 11-09-2004 CD004608 110.93 2,107.58 TOTAL TAX CREDIT 2,218.51 ~ BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01CR .. IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-0815 ESTATE OF MILDRED G. MOYER, DECEASED ------------------------------------ ------------------------------------ FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF Clifford L. Kreiser, Bernadette Kreiser, and James D. Bogar, Co-Executors -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Date of Death: August 25, 2004 Date of Executor's Appointment: September 3, 2004 Date of First Advertisement of Letters: September 17, 2004 Accounting for the period: August 25. 2004 to March 23, 2005 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Clifford L. Kreiser, Bernadette Kreiser, and James D. Bogar, Co-Executors, offer 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: James D. Bogar Esquire Attorney Identification No. 19475 One West Main Street Shiremanstown, PA 17011 717/737-8761 c " c,.I SUMMARY OF ACCOUNT Estate of Mildred G. Moyer, Deceased For Period of 08/25/2004 through 03/23/2005 Fiduciary Current Acquisition Page Value Value ------ ------- ----------- PRINCIPAL Receipts: Per Inventory Filed This Account 1-2 603,857.20 Net Gain (or Loss) on Sales 3-4 (4,154.17) or Other Disposition --------------- 599,703.03 Less Disbursements: Debts of Decedent 4 465.08 Funeral Expenses 4 9,496.38 Administration Expenses 5-6 17,213.52 Federal and State Taxes 6 2,107,58 Fees and Commissions 6 35,000.00 Family Exemption 0,00 64,282,56 --------------- --------------- Balance before Distributions 535,420.47 Distributions to Beneficiaries 7-8 489,790.00 --------------- Principal Balance on Hand 45,630.47 INCOME Receipts: This Account 9-10 6,087.76 Net Gain (or Loss) on Sales 0.00 or Other Disposition --------------- 6,087.76 Less Disbursements 30.00 --------------- Balance Before Distribution 6,057,76 Distributions to Beneficiaries 0.00 --------------- Income Balance on Hand 6,057.76 COMBINED BALANCE ON HAND 51,688.23 --------------- --------------- Proposed Distributions 10 0.00 51,688.23 to Beneficiaries --------------- --------------- --------------- --------------- SCHEDULE A RECEIPTS OF PRINCIPAL Fiduciary Acquisition Value ----------- CASH: ---- 08/25/04 Allianz Life Insurance Company 13,669.01 of North America - Annuity Policy Number 2416554, cash value as of date of death 08/25/04 Cash - Found in Home 534.00 08/25/04 ING USA Annuity and Life 0,00 Insurance Company - Annuity No. C046224-GG 08/25/04 ING USA Annuity and Life 151,777.31 Insurance Company - Annuity No, C048932-GG 12/07/04 Liberty Mutual - Homeowner's 286.00 Insurance Refund 08/25/04 Mutual of Omaha Insurance 10.98 Company - Insurance Refund 08/25/04 Office of Federal Employee's 3,012.82 Group Life Insurance - Life Insurance $3,000.00, interest $12.82 12/27/04 Pennsylvania American Water - 182.59 Refund 12/27/04 Verizon - Refund 14.97 08/25/04 Waypoint Bank - Checking 6,001.82 Account No. 400014284, date of death value $6,001,68: accrued interest $0.14 08/25/04 Waypoint Bank - Savings 10,520.01 Account No. 402123285, date of death value $10,518.81: accrued interest $1,20 08/25/04 Waypoint Bank - Savings 2,534,09 Account No. 402131784, date of death value $2,533.80: accrued interest $0,29 -------------- 188,543.60 1 PERSONAL PROPERTY: ----------------- 08/25/04 Contents of home and personal 2,790.00 property - Value as on attached appraisal of Ezell Auction Company. Items listed were specifically bequeathed items and separately appraised. These items were not sold at auction. Total of specifically appraised items was $2,890.00; however the item listed as fireplace and irons and accessories was included as personalty and conveyed with the real estate sold, Specifically bequeathed items therefore totaled $2,790.00 08/25/04 Contents of home and personal 30,143.55 property sold at public sale 10/27/04 Contents of home and personal 27,767,50 property sold at public sale -------------- 60,701.05 STOCKS/LISTED: ------------- 08/25/04 Legg Mason Wood Walker, Inc. - 139,612.55 Account No. 363-02161, value as attached letter dated October 14, 2004 -------------- 139,612.55 REAL ESTATE/PA: -------------- 08/25/04 All that certain piece or 215,000.00 parcel of real estate having erected thereon a dwelling house being known and numbered as 15 Golfview Road, Camp Hill, Pennsylvania. - The property was acquired by Vance G, Moyer and Mildred G. Moyer, husband and wife, in two separate conveyances. The first conveyance was by deed dated October 5. 1955 and the second conveyance was by deed dated August 26, 1957. Both deeds were recorded in the Cumberland County Recorder of Deeds Off ice. A copy of the first page of the first 2 conveyance is attached hereto and a copy of the deed for the second conveyance is attached hereto in its entirety and incorporated herein. The said Vance G. Moyer died on November 11, 1992, whereupon full and complete title to the above-described real estate became vested solely in Mildred G. Moyer, the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale for real Estate dated October 22, 2004, a copy of which is attached hereto and incorporated herein. Final settlement took place on November 19, 2004, A copy of the deed conveying said real estate, along with a copy of the Settlement Statement, are attached hereto and incorporated herein. The sale price of the real estate was $215,000.00. -------------- 215,000.00 -------------- TOTAL RECEIPTS OF PRINCIPAL."",......... 603,857.20 ------~------- -------------- SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss ---- ---- 10/07/04 Legg Mason Wood Walker, Inc. - Stock Sale Net Proceeds 136,112.09 Fid. Acq. Value 139,612,55 3,500.46 11/19/04 All that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 15 Go1fview Road, Camp Hill, Pennsylvania. Difference in sale value and proceeds due to the following: Expenses: Realty Transfer Tax-$2,150.00; Tax Certification Fee-$2.00; Additions: Real Estate Tax 3 Prorations-County/Township-+$6 7.07; School Taxes-+$l,408.96; Sewer-+$22.26 Net Proceeds 214,346.29 Fid. Acq. Value 215,000.00 653.71 ---------------------------- TOTAL GAINS AND LOSSES/PRINCIPAL.., ,....... 0,00 4,154.17 LESS LOSS,. . . . . . . ' . . . . . . . ' , . . . . . . . . , , . 4,154.17 -------------- NET GAIN OR LOSS, . . . . . . ' , , , . . . . . . . ' , . . . . . . . (4,154,17) -------------- -------------- SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-l DEBTS OF DECEDENT ----------------- 09/21/04 Alert Pharmacy Services - 321.50 Bill-Final 09/21/04 Messiah Village - Bill- 5.00 Final 12/08/04 Mobile X-Ray Imaging Inc. - 138.58 Medical -------------- TOTAL DEBTS OF DECEDENT..........."".,.........", 465.08 SCHEDULE C-2 FUNERAL EXPENSES ---------------- 08/28/04 Church of the Good Shepherd - 230.00 Honorarium 08130/04 Resurrection Cemetery - 750.00 Burial 09/21/04 Neill Funeral Horne - Funeral 8,456.38 11/17/04 Gingrich Memorials - 60.00 Lettering for Monument -------------- TOTAL FUNERAL EXPENSES..........., '.'""........... 9,496.38 4 SCHEDULE C-3 ADMINISTRATION EXPENSES ----------------------- 09/03/04 Cumberland Law Journal - 75.00 Legal Advertisement 09/03/04 Register of Wills - Probate 456.00 Fee 09/28/04 Robert R. Jones & Associates 275.00 - Real Estate Appraisal 10/04/04 Register of Wills - Short 6.00 Certificates (2 ) 10/12/04 East pennsboro Township - 49,50 Sewer Bill-Final 10/12/04 Joseph A. Rosi Jewelers Inc. 609.50 - Jewelry Appraisal 10/12/04 Patriot News Co. - 109.30 Executor's Notice 11/09/04 Killian Lawn Service - 699.06 Mowing, leaf clean-up, spraying 11/10/04 Ezell Auction Company - 6,028.71 Commission on Sale 11/10/04 Ezell Auction Company - 5,553.50 Commission on Sale 11/10/04 Ezell Auction Company - 900,00 Hauling Charge for Sale 11/15/04 U,S, Postal Service - 9,30 Certified Mail to ING and Allianz re Account Redemption 11/29/04 Pennypacker-Andrews - 250.00 Personal Property Appraisal 11/29/04 PPL - Electric Bill-Final 99.35 12/23/04 Verizon - Telephone 93.30 Bill-Final 5 TO BE PAID RESERVES: Costs to conclude 2,000,00 administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Accounti preparation of Personal and Fiduciary Income Tax Returns -----~-------- TOTAL ADMINISTRATION EXPENSES,........",.......".. 17,213.52 SCHEDULE C-4 FEDERAL AND STATE TAXES ----------------------- 11/05/04 Register of wills - Pa. 2,107.58 Inheritance Tax Prepayment -------------- TOTAL FEDERAL AND STATE TAXES.."",........"", ... 2,107.58 SCHEDULE C-5 FEES AND COMMISSIONS -------------------- TO BE PAID Bernadette Kreiser - 7,000.00 Executrix Commission TO BE PAID Clifford L. Kreiser - 7,000,00 Executor's Commission 01/04/05 James D. Bogar, Esquire - 10,500.00 One-half (1/2) Attorney's fee for representation of Estate as per agreement TO BE PAID James D. Bogar, Esquire - 10,500,00 One-half (1/21 Attorney's fee for representation of Estate as per agreement -------------- TOTAL FEES AND COMMISSIONS.",...................... 35,000.00 -------------- TOTAL DISBURSEMENTS OF PRINCIPAL""""..,......... 64,282.56 -------------- -------------- 6 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Albert Intrieri and Angeline Intrieri ------------------------------------- 11/05/04 Albert Intrieri and Angeline 5,000,00 Intrieri - Specific Bequest Betty Thompson -------------- 10/01/04 Betty Thompson - Specific 250.00 Bequest per Clause TENTH-Appraised Va1ue~$250,OO Charles A. Koch, Jr. -------------------- 10/01/04 Charles A. Koch, Jr. - 970.00 Specific Bequest per Clause THIRD; Total Appraised Value~$970.00 Clifford L. Kreiser and Bernadette Kreiser ---------------------------------- 10/01/04 Clifford L. Kreiser and 220,00 Bernadette Kreiser - Specific Bequest per Clause SEVENTH-Appraised Value~$220.00 11/05/04 Clifford L. Kreiser and 5,000.00 Bernadette Kreiser - Specific Bequest -------------- 5,220.00 David Sterner ------------- 11/05/04 David Sterner - Specific 2,000.00 Bequest 7 Good Shepherd Parish -------------------- 12/15/04 Good Shepherd Parish - 5,000,00 Specific Bequest Neil H. McClain and Kathryn McLain ---------------------------------- 10/01/04 Neil H, McClain and Kathryn 1,000.00 McLain - Specific Bequest per Clause NINTH-Appraised Value=$l,OOO.OO pembroke Welsh Corgi Rescue --------------------------- 10/01/04 pembroke Welsh Corgi Rescue - 90.00 Specific Bequest per Clause FIFTH-Total Appraised Value=$90.00 Richter L. Voight and Debbie Voight ----------------------------------- 10/01/04 Richter L. Voight and Debbie 260.00 Voight - Specific Bequest per Clause SIXTH-Appraised Value=$260.00 The Trustees of the University of Pennsylvania --------------------------------- 11/05/04 The Trustees of the University 150,000.00 of Pennsylvania - Advancement 12/30/04 The Trustees of the University 320,000.00 of Pennsylvania - Advancement -------------- 470,000,00 -------------- TOTAL DISTRIBUTIONS TO BENEFICIARIES....., 489,790.00 -------------- -------------- 8 SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-1 DIVIDENDS ---------~-- Legg Mason Wood Walker, Inc. ---------------------------- 10/14/04 Dividend 11. 95 -------------- TOTAL DIVIDEND INCOME"..........",...... 11.95 -------------- -------------- SCHEDULE G-2 INTEREST ------------ Allianz Life Insurance Company of North America --------------------------------------- 12/07/04 Interest Earned on Annuity 647.22 C048932-GG from date of death to close-out of annuity 12/07/04 Interest Earned on Annuity 142.20 2416554 from date of death to close-out of annuity -------------- 789.42 Commerce Bank ------------- 03/22/05 Interest earned in Estate 40.94 Checking Account 03/22/05 Interest earned in Estate 812.86 Savings Account -------------- 853.80 -------------- TOTAL INTEREST INCOME.............."", ,. 1. 643 .22 -------------- -------------- SCHEDULE G-3 OTHER INCOME ------------ American Water -------------- 01/04/05 Refund 182.59 Check written to Anthony Crucei ------------------------------- 03/23/05 Listed here for purposes of 100,00 adjusting for uncleared check as of date of death value letter from Waypoint Bank 9 Check written to Good Shepherd ------------------------------ 03/23/05 Listed here for purposes of 150.00 adjusting for uncleared check as of date of death value letter from Waypoint Bank Check written to Neill Funeral Home ----------------------------------- 03/23/05 Listed here for purposes of 4,000.00 adjusting for uncleared check as of date of death value letter from Waypoint Bank -------------- TOTAL OTHER INCOME....."..........,., .... 4,432.59 -------------- -------------- TOTAL RECEIPTS OF INCOME",........ ..',... 6,087.76 -------------- -------------- SCHEDULE I DISBURSEMENTS OF INCOME 12130/04 Register of Wills - Filing 30.00 Fee for Pa. Inheritance Tax Return and Inventory -------------- TOTAL DISBURSEMENTS OF INCOME.""..........", 30.00 -------------- -------------- PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition # Units or as Noted Value The Trustees of the University of --------------------------------- The Trustees of the University 51,688.23 of Pennsylvania - Proposed Distribution -------------- -------------- 0.00 51,688.23 -------------- -------------- 0.00 51,688,23 -------------- ~------------- -------------- -------------- 10 AFFIDAVIT Clifford L Kreiser, Bernadette Kreiser, and James D. Bogar, Co-Executors under the Last will and Testament of MILDRED G. MOYER, deceased, hereby declare under oath that he/she has fully and faithfully discharged the duties of his/her 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 his/her 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. ~/ ~ N</~ Clif d L Kreiser, Co-Executor 'iL, . - p^~"~()~~'DJ..j dett Kreiser, Co-Executor 0 Subscribed and sworn to by Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar, Esquire, Co-Executors before me this c93ro1 day of fYlo r cJ.-- 2005, ~omu d Ll1QQ1()mlO Notary Public NOTARIAL SEAL BONNIE L WILLIAMS, NOTARY PUBLIC SHIREMANS10WN BORO., CUMBERLAND CO. MY COMMISSION EXPIRES APRIL 18 2005 11 , . , . . LAST WILL AND TESTAMENT OF MILDRED G. MOYER I, MILDRED G. MOYER, of East pennsboro Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I direct the payment of all my just debts and funeral expensea, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practical after my decease as a part of the expenses of the ~ administration of my estate. ~ SECOND: I give and bequeath to THE GOOD SHEPHERD \ of 3435 Trindle Road, Camp Hill, Pennsylvania, ~ :CATHOLIC CHURCH, - the sum of Five Thousand and NO/100 ($5,000.00) Dollars. I '.J r-.. ~~ further direct that the GOOD SHEPHERD CATHOLIC CHURCH use this .","-- gift for the purchase and/or continued maintenance of the second , ~ stained glass window and, further, to memorialize this bequest if \ appropriate and possible. '\) THIRD: I give and bequeath to CHARLES A. KOCH, JR., of J J 25 Orion Road, Boiling springs, Pennsylvania, the following: the '-..,) \l framed French Carrousel silk print entitled "Le Carrousel" by '<.j , ~. Bruce Johnson, Serial No. 103/250; framed picture of "Old Barn" ;~~ by David Lenker, Serial Number XXVII/C; hand carved wooden figure .,'\. of a deer; hand carved wooden figure of a hunter; hand carved wooden ashtray; hand carved wooden plank measuring 34" X 11", with four hand carved men digging and pulling a tree stump from the ground. FOURTH: I give and bequeath to ALBERT INTRIERI and ANGELINE INTRIERI, his wife, or the survivor thereof, of 3866 Rutherford street, Harrisburg, Pennsylvania, the sum of Five Thousand and NO/100 ($5,000.00) Dollars. EXHIBIT . A. . , . FIFTH: I give and bequeath to the PEMBROKE WELSH CORGI RESCUE, all of the following items: Pembroke Welsh Corgi in America; Welsh corgi League Handbook - England; Our.Corgi World - England. The PEMBROKE WELSH CORGI RESCUE is presently managed by BETTY DELFOSSE, of 34681 Iris Lane, East Lake, Ohio 44095-2461. It is my wish that BETTY DELFOSSE be charged with the responsi- bility of selling these items with the proceeds thereof going to the PEMBROKE WELSH CORGI RESCUE. In the event that BETTY ,ELFOSSE predeceases me, I direct that the then existing Business Manager of the PEMBROKE WELSH CORGI RESCUE dispose of these items as set forth herein. SIXTH: I give and bequeath to RICHTER L. VOIGHT and DEBBIE VOIGHT, his wife, or the survivor thereof, of 45 Windsor Way, Camp Hill, Pennsylvania 17011, the following: framed prismacolor picture entitled "The Forest Primeval" by may Ireland Voight; framed poster entitled "Welcome Exhibitors and Guests" dated 1987 by May Ireland Voight and Richter L. Voight; framed tile "Independence Hall" by May Ireland Voight. SEVENTH: I give and bequeath to CLIFFORD L. KREISER . oj \'~ and BERNADETTE KREISER, his wife, or the survivor thereof, of -' 7738 Farmdale Avenue, Harrisburg, Pennsylvania 17112, the sum of .. '" '. Five Thousand and NO/100 ($5,000.00) Dollars, and the following: framed picture entitled "Blowing Bubbles" signed by Tasha Tudor, No. 2/1000; framed picture entitled "Mother Corgi and Puppies" from the Farm Journal; framed needlepoint Corgi; the oil painting entitled "Italian Dancing Scene"; picture named "Moyers", paint- ing framed and signed by Art smith, artist. EIGHTH: I give and bequeath to DAVID STERNER, of 216 Maple Avenue, Marysville, Pennsylvania 17053, the sum of Two Thousand and NO/100 ($2,000.00) Dollars. NINTH: I give and bequeath to NEIL H. McLAIN and KATHRYN McLAIN, his wife, or the survivor thereof, of 940 Cayuga Heights Road, Ithaca, New York 14850, the following: framed pen and ink picture entitled "Name Tag Original" by Tasha Tudor; 2 . Royal Daulton dog figurine No. 2557; Denmark dog figurine No. 4593; four china plates with Pembroke Welsh Corgi, Inc. , seal printed thereon; one footed cup with Pembroke Welsh~orgi seal. TENTH: I give and bequeath to Betty Thompson, of 3112 Oxford court, PIano, Texas 75075-3332, the following: Blue china ; plate with Pembroke Welsh Corgi picture; Royal Daulton dog ." , .1 figurine No. 2558; all Tasha Tudor storey books. 'ii , ELEVENTH: I bequeath such of my additional tangible '.... '" " personal property as is set forth in a separate dated and signed '( "':'-1 Memorandum, which dated and signed Memorandum shall be placed -:\. r---<... with or attached to this, my Last Will and Testament, to the '\.. individuals designated therein, if any. It is my intent that the )y last dated and signed Memorandum shall control. , " TWELFTH: Unless specifically indicated to the con- \ trary, should any of the individuals named in Clauses THIRD, '" " ..) FOURTH, SIXTH, SEVENTH, EIGHTH, NINTH, and TENTH predecease me, I "'" \l direct that their share under this, my Last will and Testament, '....J . ~ be and become part of my residuary estate to be disposed of as , set forth in Clause THIRTEENTH, hereinbelow. ~ ~ THIRTEENTH: I give, devise and bequeath to the Trust- ':' ees of the University of Pennsylvania, a non-profit corporation organized and existing under the laws of the Commonwealth of Pennsylvania, all the rest, residue and remainder of my Estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to establish the Mildred G. and Vance G. Moyer Scholarship Fund in small animal medicine. It is my desire and preference that the endowment funds be used to create one or more Dean's Scholarships at the School of Veterinary Medicine (depending on the level of investment needed to establish such Dean's Scholarships). Further, although I want to support students in small animal medicine, I give the School the right to direct the funds to any needy student who 3 meets the requirements for a Dean's Scholar. In that way, I can be assured that the needs of future students will be met. FOURTEENTH: In addition to all powers granted to them by law and by other provisions of this will, I give the fidu- ciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until "- actual distribution of all property: " (A) To sell at public or private sale, or to lease, any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon \' such terms (including credit, with or without security) or \"0.. "- conditions as are deemed proper. This includes the power to give " -~ legally sufficient instruments for transfer of the property and ". I- -, to receive the proceeds of any disposition of it. :) (B) To partition, subdivide, or improve real estate ~ and to enter into agreements concerning the partition, subdivi- , ~ sion, improvement, zoning or management of real estate and to " \ ~ \ impose or extinguish restrictions on real estate. " (C) To compromise any claim or controversy and to ~ "" abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. 4 (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, . to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan" employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTEENTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTEENTH: I nominate and appoint CLIFFORD L. KREISER, BERNADETTE KREISER and JAMES D. BOGAR, Co-Executors of this, my Last will and Testament. I direct that my Co-Executors, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this \"21.ci-\day of _.kr ......u::.r~ , 2001- Ii '.teL j'ivl'Jp (SEAL) rr1.i'" ..,J"'....... ncr---4~ MILDRED G. MOYER j 'j 5 , . . Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ( , Address I Address /' ;J 6 . . MEMORANDUM In accordance with the provisions of Clause ELEVENTH of my Last will and Testament, dated , 2001, I direct that the following described personal property be given outright to those individuals so designated: DATE: (SEAL) MILDRED G. MOYER -, ~--"-~^--------'-' ---"----~~~~,NnRN;M;;;:,~~ - , ALL-STATE LEGAl.. A DIVISION ~F ;~~. 0715&-OY. Q715&-\lVH FQRMNO.: 01162-BF.O 1 ~."'" ",.." ."".. .. ..-.'" I hereby cetllfy that wrilIen notice of !he !lUng of IlIIs Statement of Proposed Dlotrli""icn, and of lt1e date, time and ptaC<> wllan the sameNiU 1)<) p'""..nted 10 the COIlrt tor conIim1ation aM of !he lest day to file wrlllen objections to said Slalema<1t 01 PrcposOO DlslrllJtJlion. has been gillen 10 every unpaid claimant and 10 every other person I<nown to !he accounlant Ie have or claim an interest in the eslat.e <18 Ofedllcf. benelldary, hair 0< neoit of kin. ~9Wfof 7l;;;;;':' Vld~ with!he~. /, ~ \-: (, ic6'f; , ( i - ~ '-.I bl H ;~ >,j c.., ..., ~ H ~ ~ ~ ~ ~~ I I~ .. t' Ul ~..., gl~ " " i ~ ~\il ~ 0 ~ ~ . ~ ~~ ~~ ~ ~ "l ~ ~ ~ ~m~ "t<l ~ H N HO~ ,... . ~ 0 ClUJ ~"l . ~ .,~.e~ . I . ..., 0 5~ H"'fi >' ... '-.I ~i~ " ~'" rt 1 ~~ H rt 0 ~\il < ; li~~ ~ co H ><i ,... UJ U1 ~;C H ~ o~ ~ %: %:~ ~ ., ~ I~ H H >' ::: >' ,... k lj'rfnJ--;; /1, . {} 'up\ 0 ~(o l\El~ e\lIlII lS9J8lUl, 'NBlO!l8ue<:l 'JOtlpaJO se e: e\l\ m UMOU)\ UIl WI,lllO JO aM11.I ot ~~~Wlll\O P!El0ull f.J!a1'Jl 061ad lal\lO !JaM; 0\ P O':J!J'V PIllS ot SUOl\oe!qO u UGI\I6 uaeo. Sllll '\un . UO\l1lllJJllUOO lot 0\ . ^ ISIlI aUlIO pull lI8IlM uEll\\lM Sill 0\ liP \lllll&;d eq III'" eWes elll eN\ no:) e\lI ot pal pUll '\UnOOO'lf II :JliIll pu"ll il\l.ll\ 'e\l!\l el\I \0 "" AlllJeo ^qeJall I e \0 IlOilO'"' ul'lIlW" Ie 10IlulI~$,," IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF MILDRED G. MOYER, : CUMBERLAND COUNTY, PENNSYLVANIA LATE OF EAST PENNSBORO TWP., : CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION PENNSYLVANIA, : DECEASED : NO. 21-04-0815 AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : JAMES D. BOGAR, being duly sworn according to law, deposes and says that in accordance with Cumberland County Orphans' Court Rule No. 5.5, he caused the Notice to the Attorney General, Commonwealth of Pennsylvania, of proceedings Affecting Charitable Interests, in the above-captioned matter to be served by Certified Mail, Return Receipt Requested, as indicated by the attached receipt cards. Sworn to and subscribed before me this 3o+l.. day of (11 0." LI,-, , 2005. , 30n"v d: L2&.Cto.ll~ Notary Public '" My Commission Expires: .. - .-J NOTARIAL SEAL BONNIE L. WilLIAMS, NOTARY PUBLIC SHIREMANSTOWN BORO;r~~MBE~~ND CO, MY COMMISSION EXPIRE APRILI 2005 V . .- 3._~ IIlIlt:ortmodMldl C~MlIII C~ C Rollm RoooIpt fer MerchoncII8e CillIUr1IdM~ C C.O.D. (rnOI.jf(l. lilt) 4. _ QeIIvory'I (e<tra Fee) C,,", 2. MIele NuI\1ber \: \ j ; \ 1 7003 2260 0002 1615 2753 (T_rrom_1abeI) PS Form 3E\11 , February 2004 DomestIc Retum.,Recelpt 1 aNd,1_ fTl Ul I'- ru Ul HAQSllRG I; inS I A L USE r"1 ..D r"1 - $ $1.52 ru ee..... _ $2.30 D D $1.75 Cl Retum RecHpt Fee (Endo__ o Aestr1cted Delivery Fee $0.00 \ ..n (Endorsement RequIred) ru ru 1btaJPoslage&F... $ $5.57 fTl D t 0 D Office of the Attorney General I'- llii8i,',lpi"flO.;-'CnaI'i1:a:Dle""'I'i'iYsE--&--'or-":"'SecE1.o- ~::?~.~..J~:tr.~~EEY.""!?g,..:..J~.t.h..f.b,"".""."".""."".. Clty.SIale,ZJ.... . Harrlsbur , FA 17120 , , , , .. . IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF MILDRED G. MOYER, : CUMBERLAND COUNTY, PENNSYLVANIA LATE OF EAST PENNSBORO TWP., : CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION PENNSYLVANIA, : DECEASED : NO. 21-04-0815 NOTICE TO THE ATTORNEY GENERAL, COMMONWEALTH OF PENNSYLVANIA, OF PROCEEDINGS AFFECTING CHARITABLE INTERESTS NOTICE IS HEREBY GIVEN, that the First and Final Account and Statement of Proposed Distribution of Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar, Co-Executors of the Estate of Mildred G. Moyer, was filed in the Cumberland County Register of wills Office on March 24, 2005. In the absence of exceptions to the Account, it will be called for audit by the Court at 9:30 A.M. on Tuesday, April 26, 2005. A copy of the First and Final Account and Statement of Proposed Distribution is attached hereto. A copy of the Will of the decedent is also enclosed herewith. The names and addresses of the specific charities affected by this proceeding are: Trustees of the University of Pennsylvania c/o Deborah S. Layton 3451 Walnut Street 619 Franklin Building Philadelphia, PA 19104 The names and addresses of the Co-Executors are as follows: Clifford L. Kreiser Bernadette Kreiser 7738 Farmdale Avenue (-') 7739 Farmdale Avenu~ Harrisburg, PA 17112 Harrisburg, PA 17112; ! r'" ", 1 ..r James D. Bogar ~~." One West Main Street Shiremanstown, PA 17011 N N The name and address of Counsel for the fiduciary is James D. Bogar, Esquire, One West Main Street, Shiremanstown, PA 1701l. All charities referred to herein were given a written Notice of Filing Account, which Notice included a full and complete copy of the First and Final Account and Statement of Proposed Distribution, said Notice being sent on or about March 24, 2005, a copy of which is enclosed herein. ESTATE OF MILDRED G. MOYER Date: ~J.&k, J.i8CS By: ogar, Esquire or the Estate Certified Mail 7003 2260 0002 1615 2753/ Return Receipt Requested Addressee: Commonwealth of Pennsylvania Office of the Attorney General Charitable Trust & Organization Section Strawberry Square - 14th Floor Harrisburg, PA 17120 cc: Clifford L. Kreiser, Co-Executor Bernadette Kreiser, Co-Executor James D. Bogar, Esquire, Co-Executor IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF MILDRED G. MOYER, : CUMBERLAND COUNTY, PENNSYLVANIA LATE OF EAST PENNSBORO TWP., : CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION PENNSYLVANIA, : DECEASED : NO. 21-04-0815 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN that Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar, Co-Executors of the Estate of Mildred G. Moyer, deceased, have this date filed their First and Final Account and Statement of Proposed Distribution in the above-captioned Estate in the Cumberland County Register of Wills Office where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed. YOU ARE FURTHER notified that any exceptions or objections to said Account must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account sched- uled as set forth below. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court at 9:30 A.M. on Tuesday, April 26, 2005, Date: ~~'"\~~)" ar, Esquire the Estate One West Main Street Shiremanstown, PA 17011 (717) 737-8761 cc: Trustees of the University of Pennsylvania Clifford L. Kreiser, Co-Executor Bernadette Kreiser, Co-Executor James D. Bogar, Esquire, Co-Executor IN RE: ESTATE OF : IN THE COURT OF COMMON PLEAS OF MILDRED G. MOYER, : CUMBERLAND COUNTY, PENNSYLVANIA LATE OF EAST PENNSBORO TWP., : CUMBERLAND COUNTY, : ORPHANS' COURT DIVISION PENNSYLVANIA, : DECEASED : NO. 21-04-0815 NOTICE TO THE ATTORNEY GENERAL, COMMONWEALTH OF PENNSYLVANIA, OF PROCEEDINGS AFFECTING CHARITABLE INTERESTS NOTICE IS HEREBY GIVEN, that the First and Final Account and Statement of Proposed Distribution of Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar, Co-Executors of the Estate of Mildred G. Moyer, was filed in the Cumberland County Register of Wills Office on March 24, 2005. In the absence of exceptions to the Account, it will be called for audit by the Court at 9:30 A.M. on Tuesday, April 26, 2005. A copy of the First and Final Account and Statement of Proposed Distribution is attached hereto. A copy of the Will of the decedent is also enclosed herewith. The names and addresses of the specific charities affected by this proceeding are: Trustees of the University of Pennsylvania c/o Deborah S. Layton 3451 Walnut Street 619 Franklin Building Philadelphia, PA 19104 The names and addresses of the Co-Executors are as fo~l~s: ',I) :...,:"., Clifford L. Kreiser Bernadette Kreiser r\,.) 7738 Farmdale Avenue 7739 Farmdale Avenue ~>:',~ Harrisburg, PA 17112 Harrisburg, FA 17112 James D. Bogar One West Main Street \'0 l""'') Shiremanstown, PA 17011 The name and address of Counsel for the fiduciary is James D. Bogar, Esquire, One West Main Street, Shiremanstown, PA 17011. All charities referred to herein were given a written Notice of Filing Account, which Notice included a full and complete copy of the First and Final Account and Statement of Proposed Distribution, said Notice being sent on or about March 24, 2005, a copy of which is enclosed herein. ESTATE OF MILDRED G. MOYER Date: ~ '],&..\, ~ By: gar, Esquire r the Estate Certified Mail 7003 2260 0002 1615 2753/ Return Receipt Requested Addressee: Commonwealth of Pennsylvania Office of the Attorney General Charitable Trust & Organization Section Strawberry Square - 14th Floor Harrisburg, PA 17120 cc: Clifford L. Kreiser, Co-Executor Bernadette Kreiser, Co-Executor James D. Bogar, Esquire, Co-Executor COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL TOM CORBETT April 11, 2005 ATTORNEY GENERAL Charitable Trusts and Organizations Section 14th FIr., Strawberry Sq, Harrisburg, PA 17120 Telephone: (717) 783-2853 Facsimile: (717) 787:1,190 James D. Bogar, Esquire One West Main Street Shiremanstown, PA 17001 RE: Estate of Mildred G. Mover! No. 21-04-0815 Dear Mr. Bogar: c:.:) This will acknowledge receipt of your notice pursuant to Supreme Court Orphans' Court Rule 5.5 regarding the above-captioned matter. I have reviewed the First and Final Account and Statement of Proposed Distribution of Clifford L. Kreiser, Bernadette Kreiser and James D. Bogar, Co- Executors of the Estate of Mildred G. Moyer, Deceased, and have no objection. At your earliest convenience, kindly forward an executed copy of the decree. Please be advised that this review was conducted pursuant to the parens patriae function of this office and has no bearing on any matter unrelated to that function. Be further advised that this no objection is based on the information submitted to the Office of Attorney General and therefore is conditioned upon its accuracy submissions or omissions. Sincerely, ~ John L. Downing Deputy Attorney General J LD!srh c;:' -z; " c " ,,: -r- ,'-, , - i ;i .~~ ':. '-_::/ - , >. ...:~ ,-' ;~. 1 OUM ",' the filing 0; ~'.:: ,",..(:.; " \.:::.:7.: r:: "J w_ - ~.-- "I.!~'~~t:'<ti n '.h., ,. , '-Jac6 .....q h rn:--y cdi-l;l~ '.,...., . '...t ti:"n<-.3 ana::. J;~; i J J e "u 'Int ~nd oH"" 00 e, , . the Cau!t this Noooc , ,.1 'If i)i; "":SC<11~d ((j ~ 'tier> h9l'11l1<l sam,) w, ," I"". d<W 10 fiL wrh w w'I 0' 'tit, ,,'" '10 L ~l c" c:. "",' " n1ifms.tion 0.; ~ ". , '" \O->&CO OIVOO d.,: " --'1 for co ''< ',0""<.1'11, n,,~ , ", arson '-I ", '., , objectiOO!.! 10 e-a.'~ ~~ UV. 'd \0 wary othsr P" ,:;" .: ":i _-...:..:.:..... ....IEe! \r:, .:...... ........,...,<::l~r4 ~'3fmc;:nt &{f ~va Ol' claim all ::~,\~ %~ --f ~'v"'" U"_'_' I'lla"I to i "', " known to the sc;cou . 8d't<':<f r~neTIClai), I , t" <;, r.:~ . h estate as Cf,~ J~. . ,j ,:; c:-:;:: Q interest In a ~\-;..;; ..;.J hell or oom of kin. <l; :::i <l; H F! ' H ~o eJ r ~ ~ >, ~ t: ~ ~ ~ E ~>l ::r:iJl QJ ~:~! ~ H ~~~ In ~ U) B~ ~~ 0--< 00 p.~ ~ 0 .j.J H ~2 J .j.J ~~I~ . ~~ 0 UC>:H B 0 . "" <l; <l;"'~ 0 E-< E-< . ~~ I . g ~f:5~ U)(9 0--< ~ Ui~1' filo ~~U '" iJ~ ~~~ ~~ ~ C>: s ! ~ 1< ~ .. - ~ ~ . 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