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03-0627
PETITION FOR PROBATE and GRANT OF LETTERS Estate of Harold E. Fahnestock a&o known as Deceased. Social Security No. 186-30-6526' No. To: Register of Wills for the County of Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated October 20, and codicil(s) dated in the named , 19 93 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with last family or principal residence at 3645 Ritner Highway, Wa.qt Po_nn~hc~rc~ Tnwnship (list street, number and muncipality) Decendent, then 83 years of age, died June 1 q at Carlisle Regional Medical Center Carlisle. PA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent was married to Louise R. Fahnestock. She died on November 1, 2002. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 5000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Tim H. ~ahnestock 3663 Ritner Highway Newville.. PA 17241 215 Springfield Road N~wv]ll~_, PA 1.7241 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF Cumberland The petitioner,s) abe ve-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 represen- tative(s) of the above decedent petitioner(s) will well and truly adm'~cording to law. Sworn to or affirmed and subscribed ~,~/~. c~ bef. cre me this / day of ~ 0:~-- -~ ~' Estate Of Harold E. Fahnestock , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW dt~6'LGT'/ >LPt9~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated Ot-~-ohor 9fl: 19qcl described therein be admitted to probate and filed of record as the last will of Harold E. Fahnestock and Letters Testamentary Tim H. are hereby granted to Fahnestock and Rosemary F. Johns FEES Probate, Letters, Etc .......... $ Short Certificates(1 ) ....' ....... $ ...... ~"' $ ~o.oo .... ? , .,,I ' Register of Will~ Richard [. Webber, jr. f~40634 ATTORNEY (Sup. Ct. I.D. No.) 126 East King Street ADDRESS Sh±ppensburg, PA 17257 PHONE (717) 532-7388 1105.805 REV 9/86 T:ais is to certify that the information here given is correctly copied fi'om an original certificate of death duly filed with me as l.ocal Registrar. The original certificate will be forwarded to the State V'ital Records Office for permanent fiiing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9374199 No. Local Registrar TYpE/PRINT PERMANENT mos.=43 Rev 2m7 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH HAROLD E. FAHNESTOCK · zMale ,. 186 -- 30 -- 6526 , June 19, '2003 ~ ! ~" : W. Penn~oro Tw 83 v~. ~ I : I~ /,u/~u I .... T,~ ~ ~ I I 1 - J~g, ~ · ~ ~ I~. I ~.~ ~ .... U ~C~berland Carlisle Carlisle Regional Medical Center ,ItSelf Employed [,,m ualry ~?rmer 1,2. [,,. m,2, 8 [ ( ....... · 3645 Ritner Highway ~ ,,~. Pennsylvania ~ .~.~,~West Pennsboro ,~Ne~ille, PA 17241 ~ ,..~ C~berland ~ Clarence Fahnesto~ ]~T~R'S NA~ ~M. M~, ~ ~;~,.} ~-- ~"- ~" I Lenora Mitten ~ Tim H. Fahne'stock ..... L 3663 Ritner Highway, Newville PA 17241 !~ --~ ~,.o ~.o ~%~=r'~" I:~,~-.-~ ..... I,,,. ' ~ ~' d/ ~ /'~ ~l_.. 6/23/03 [ .~-Cum~e~l~nd.ValZey l west ~ennsboro T~p. ~ E~=nV: -- E ' - · 2,~ Count PA ~ ~-~ , ~~ ~ ', I /~, ~ I~' I .... ~ ~ ~1 I I I .................................................. ~ ,,,. c:\Wp51\wills\falmcstock.har- l'd¢ // 2875-92-03 LAST WILL AND TESTAMENT OF HAROLD E. FAHNESTOCK I, HAROLD E. FAHNESTOCK, of 3645 Ritner Highway, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and fOrm following: FIRST: SECOND: I hereby expressly revoke all Wills and Codicils heretofore made by me. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. THIRD: I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: Should my wife, LOUISE R. FAHNESTOCK, survive me by thirty (30) days, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my wife, LOUISE R. FAHNESTOCK. Should my wife, LOUISE R. FAHNESTOCK, predecease me, or should not be living on the thirty-first day following my death, I give, devise and bequeath the remainder of my estate to my .issue living on the thirty-first day following my death, per stirpes. FIFTH: I hereby nominate, constitute and appoint my wife, LOUISE R. FAHNESTOCK, to be the Executrix of this my Last Will and Testament. In the event that LOUISE R. FAHNESTOCK shall be unable to serve as Executrix for any reason, I then nominate, c:\~pSl\~//lls\fahnestock.har -ftle # 28?5-92-03 constitute and appoint my son, TIM H. FAHNESTOCK, and my daughter, ROSEMARY F. JOHNS, as executors. No personal representative shall be required to file bond in this or any other jurisdiction. SIXTH: In addition to the powers conferred by case law, by statute and by other provisions of this Last Will and Testament, my personal representative, and any successors in that capacity shall have the following discretionary powers applicable to all real and personal property held by them, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by them for whatever period it shall be deemed advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver-any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank; and to mortgage or pledge any asset of the estate as security; 2 ¢.",~.'p51\will~\fs~neato~k.har - 1~1~ # 25?5-92-03 F. To loan to, and to purchase assets from, my Estate, even if it is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the Inheritance Tax Return filed in my Estate; I. To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, 'and generally to exercise all rights of investors; J. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; K. To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate; c:\~,p51\will~\fahnestock.har - fde // 2875-92-03 N. I direct that my Executors shall be compensated for the services it renders to my Estate in accordance with its prevailing schedule of fees in effect during the time when said services are rendered. of O. Should any changes occur in the Internal Revenue Code or Pennsylvania Statutes after the date of the execution of this Will which affect the tax liability of my estate, then to the extent possible and as may be permitted by law, my personal representative shall have the power and discretion to interpret this Will and to administer my Estate in a manner which results in the lowest tax liability possible. IN WITNESS WHEREOF, I hereunto set my hand and seal this ~ ~ day SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: Harold E. Fahnestock 4 c:\wp$1\wills\fahncstock.har - fil~ # 21/75-92-03 COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF CUMBERLAND · I, HAROLD E. FAHNESTOCK, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and ackn,~e_clg~d.l~efore me, by HAROLD E. FAHNESTOCK, Testator, this ~~ day of ((~J~~~_ , 1993. Harold I~. Fahnestock, Testator NOtary ' ~...~. ' -- NO'I'ARIAL SEAL MERLENE MARHEVKA, Not~cy Public C~rlisle. Cumberland County. P&, My Commission Expires 6/7/94 c:\ivp51\wiH[\fahnestock.har- ftle# 2875-92-03 COMMONWEALTH OF PENNSYLVANIA · · SS. COUNTY OF CUMBERLAND · We, P, OCER M. MORGENTHAL and TERESA J. BURKHOLDER , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, HAROLD E. FAHNESTOCK, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ROGER. M'~MORCENTHAL and TERESA J. BURK}IOLDER , witnesses, this ,--~_ _(~--A_ day of ~.~) ~'~~~ 1993. Wi 'e s - ' · / Notary Public ~ NOTARIAL SEAL MERLENE MARHEVKA, Notm'y Publlo Car!isle, Cumberland C~ul~ty. Pa. M>, C.~mmissi0n Expires 6 HAROLD E. FAHNESTOCK LAW OFFICES FLOWER, MORGENTHAL, FLOWER & LINDSAY, P. C. 11 EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 IN RE: HAROLD E. FAHNESTOCK, LATE OF TOWNSHIP OF WEST PENNSBORO, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : ESTATE NUMBER 2003-00627 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedem: Harold E. Fahnestock Date of Death: June 19, 2003 Will No. 2003-00627 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served orr.or mailed to the following beneficiaries of the above-captioned estate on August 5, 2003: Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Rosemary F. Johns 215 Springfield Road Newville, PA 17241 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: ~/~"'/o ~ Signature Name: Richard L. Webber, Jr., Esquire Address: Weigle & Associates, P.C. -! ':,) 126 East King Street " Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE & ASSOCIATES, P.C. -- ATTORNEYS AT LAW -- 126 EAST KING STREET -- SHIPPENSBURG, PA 17257-1397 JERRY A. WEIGLE Associates JOSEPH P. RUANE RICHARD L. WEBBER, JR. Of Counsel THOMAS L. BRIGHT WEIGLE & ASSOCIATES, P.C. Attorneys-at-Law 126 EAST KING STREET ~S~!JPI~ENSBURG, PENNSYLVANIA 17257-1397 TELEP~iO~E ~(7~532-7388 or (717) 776-4295 FAX (717) 532-5289 weigleassociates~earthlink.net September 18, 2003 Cumberland County Register of Wills Office One Courthouse Square Carlisle, PA 17013 RE: Harold E. Fahnestock Estate 2103-00627 Dear Ladies and Gentlemen: I have enclosed two original copies of an Inheritance Tax Return for the Harold E. Fahnestock Estate along with an extra copy. I have also enclosed checks in the amount of $15.00 for the filing fee as well as $25,942.59 for the Inheritance Tax. Please note that .we are paying the Inheritance Tax at discount. My understanding is that we will receive Credit for paying this amount as of the postmark, which is Thursday, September 18, 2003. Please remm a stamped copy of the Inheritance Tax Remm to me in the enclosed self- addressed, stamped envelope. Thank you for your assistance. Very truly yours,' WEIGLE & ASSOCIATES, P.C. Richard L. Webber, Jr., Esquire RLW/paf Enclosures Cc: Tim H. Fahnestock Rosemary F. Johns COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003041 WEBBER RICHARD L JR ESQUIRE 126 E KING STREET SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 186-30-6526 FILE NUMBER: 21 03-0627 DECEDENT NAME: FAHNESTOCK HAROLD E DATE OF PAYMENT: 09/1 9/2003 POSTMARK DATE: 09/1 8/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/19/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $25,942.59 TOTAL AMOUNT PAID: $25,942.59 REMARKS: TIM FAHNESTOCK C/O RICHARD L WEBBER JR ESQUIRE SEAL CHECK# 1020 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS EV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 }~::£:AL U~EON:]j INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 03 00627 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Z Fahnestock, Harold E. 186 - 30 - 6526 LU DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR ~'t THIS RETURN MUST BE FILED IN DUPLICATE WITH THE U.I 06/19/ 03 03/10/20 REGISTER OF WILLS IJ.I LU ~...J I.- Z Z o LLI o 1,1.1 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N/A ~1, Original Return [] 2. Supplemental Return SOCIAL SECURITY NUMBER ] 3. Remainder Return (date of death prior to 12-13-82) ~6. Dimited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required ecedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Livin9 Trust (Attach copy of Trust) .~0 8. Total Number of Safe Deposit Boxes [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and ld-95) [] 11. Election to tax under Sec. 9113(A)(Attach Sch O) , NAM~ichard L. Webber, Jr., Esquire FIRM NAME (If Applicable) TELEPHONE NUMBER (717) 532-7388 COMPLETE MAILING ADDRESS 126 East King Street Shippensburg, P-~c 17257 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ---]Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13, 14. 500,000.00 (8) 1,505.58 7~588.65 109,324.38 10,058.00 1,517.34 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) (13) (14) 618,418.61 11,575.34 606,843.27 606,843.27 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 606,843.27 16. Amount of Line 14 taxable at lineal rate x .0_ (15) x .0 45 (16) 27,307.95 27,307.95 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x ,15 (18) 19, Tax Due (19) Decedent's Complete Address: STREET ADDRESS 3645 Ritner Highway zip CITY Newville STATE PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 1365.36 (1) 27,307.95 Total Credits (A + B + C ) (2) 1,365.36 (3) (4) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) 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 (5) 25,942.59 (5A) 25,942.59 (5B) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No/ a. retain the use or income of the property transferred; .......................................................................................... [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] c. retain a reversionary interest; or .......................................................................................................................... [] d. receive the premise for life of either payments, benefits or care? ...................................................................... [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which [~,// contains a beneficiary designation? ........................................................................................................................ [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE 6 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. A~DRESS / J 3663 Ritner Hi_~hway. N~.wvi11,~: PA 172/,1 SIGNATURE OF PREPARER OTHER THAN REPRES~TATIVE ADDRESS / 126 East King Street, Sh'ippensburg~ PA 17257 215 Springfield Rd. Newville. PA 17241 DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) 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 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 paren or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as ar individual who has at least one parent in common with the decedent, whether by blood or adoption. REV. 1502 EX+ (12-85) ~ C~)MMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER Harold E. Fahnestock 21-03-00627 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which 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. ITEM NUMBER DESCRIPTION Real estate, with improvements thereon, situate in West Pennsboro Township, Cumberland County, Pennsylvania, containing 170 acres, more or less, and known as 3645-3663 Ritner Highway, Newville, PA 17241 TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH $500,000.00 S 500,000.00 (If more space is needed, insert additional sheets of same size.) REV- 1503 EX + (1-97) ,.~_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Harold E. Fahnestock All property jointly.owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21~03-0627 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Prudential Common Stock - 46 Shares @ $32.73 per share $1505.58 TOTAL (Also enter on line 2, Recapitulation) $ 15 0 5.5 8 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Harold E. Fahnestock 21-03-00627 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. F&M Trust Co. Checking #33-06011 Accrued interest to date of death Personal property,as per appraisal by Richard Foreman dated 9/31/03 Office of Aging - refund Highmark - refund $4018.83 0.13 $2670.00 732.00 TOTAL (Also enter on line 5, Recapitulation) $ 7_588.6.5 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDFNT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Harold E. Fahnestock 21-03-00627 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. F&M Trust Co. Checking #33-06011 Accrued interest to date of death Personal property.as per appraisal by Richard Foreman dated 9/31/03 Office of Aging - refund Highmark - refund $4018.83 0.13 $2670.00 732.00 ii167~69 TOTAL (Also enter on line 5, Recapitulation) $ 7588,65 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (2-87) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER Harold E. Fahnestock 21-03-00627 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. DECD. DOLLAR VALUE ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE % OF DECEDENT'S NUMBER Include name of the transferee, their relationship to decedent, date of transfer. OF ASSET INT. INTEREST SEE ATTACHMENT - EXHIBIT TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheels of same size.) ESTATE OF: EXHIBIT SCHEDULE G - TRANSFERS Harold E. Fahnestock File No. 21-03-00627 ITEM # DESCRIPTION TOTAL VALUE DECD. OF ASSET % INT. DOLLAR VALUE OF DECEDENT'S INTEREST F&M Trust Co Certificate of Deposit #017-2974793 Transferees Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent Wachovia Bank N.A. IRA #257410060299028 Transferees Tim H. Fahnestock Rosemary F. Johns 3663 Ritner Highway 215 Springfield Rd. Newville, PA 17241 Newville, PA 17241 Son of decedent Daughter of decedent Date of Transfer: 2-28-03 Wachovia Bank N.A. IRA #257110090610483 Transferees Tim H. Fahnestock Rosemary F. Johns 3663 Rimer Highway 215 Springfield Rd. Newville, PA 17241 Newville, PA 17241 Son of decedent Daughter of decedent Date of Transfer: 2-28-03 Wachovia Bank N.A. Certificate of Deposit #3014166691919 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Rimer Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent $10,000.00 100% $29,038.36 100% $ 6,739.61 100% $ 2,781.10 100% $10,000.00 $29,038.36 $ 6,739.61 $ 2,781.10 Wachovia Bank N.A. Certificate of Deposit #247412051615901 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent $10,744.80 100% $10,744.80 ESTATE OF: EXHIBIT SCHEDULE G - TRANSFERS Harold E. Fahnestock File No. 21-03-00627 ITEM # DESCRIPTION TOTAL VALUE DECD. DOLLAR VALUE OF ASSET % INT. OF DECEDENT'S INTEREST 6. Wachovia Bank N.A. Certificate of Deposit #247412051729143 $10,325.16 100% $10,325.16 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Rimer Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent 7. Wachovia Bank N.A. Certificate of Deposit #247412050922328 $10,609.96 100% $10,609.96 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Rimer Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent 8. Wachovia Bank N.A. Certificate of Deposit # 247412051690034 $10,267.27 100% $10,267.27 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent 9. Wachovia Bank N.A. Certificate of Deposit # 247412061359906 $10,715.93 100% $10,715.93 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent ESTATE OF: EXHIBIT SCHEDULE G - TRANSFERS Harold E. Fahnestock File No. 21-03-00627 ITEM # DESCRIPTION TOTAL VALUE DECD. DOLLAR VALUE OF ASSET % INT. OF DECEDENT'S INTEREST 10. Wachovia Bank N.A. Certificate of Deposit #247412061662889 $10,566.96 100% $10,566.96 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Rimer Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent 11. Wachovia Bank N.A. Checking Account #1000324279875 $ 535.23 100% $ 535.23 Legal Title: Harold E. Fahnestock Tim H. Fahnestock Rosemary F. Johns Transferees Tim H. Fahnestock 3663 Rimer Highway Newville, PA 17241 Son of decedent Date of Transfer: 2-28-03 Rosemary F. Johns 215 Springfield Rd. Newville, PA 17241 Daughter of decedent Sub Total $112,324.38 Less Exclusion $3000.00 Total $109,324.38 REV-1511 EX+ (7-88J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF FILE NUMBER Harold E. Fahnestock 21-03-0627 ITEM NUMBER DESCRIPTION AMOUNT ko Be Bo C. 1. 2. 3. 4. 5. 6. 7. 8. FuneralExpenses: Fogelsanger-Bricker Funeral Home - Funeral Bill CV Memorial Gardens - Grave Opening Meal for family Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid Attorney Fees Weigle & Associates, P.C. Family Exemption Claimant Relationship Address of Claimant at decedent's death Street Address City .State_ Zip Code Probate Fees Cumberland County Register of Wills Miscellaneous Expenses: Richard Foreman, Auctioneer - Appraisal Fee Commonwealth of Pennsylvania - fee for transfer of motor vehicl title Sollenbergers Messenger Service -fee transfer of motor vehicle title Commonwealth of Pennsylvania - vehicle registration fee Commonwealth of Pennsylvania - filing fee for inheritance tax return 6162.00 945.00 100.00 2500.00 56.00 150.00 58.50 35.50 36.00 15.00 TOTAL (Also enter on line 9, Recapitulation) $ 10,058.00 (If more space is needed, insert additional sheets of same size.) REV-1512 EX+ (1-93) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harold E. Fahnestock SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Please Print or Type FILE NUMBER 21-03-00627 ITEM DESCRIPTION NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. Cumberland County Office of Aging Cumberland Coutny Office of Aging Jiffy Lube--Oil and Lube Shetron's Tire Service Stella Nolt--cleaning Rosenberry Septic Service Central PA Medical Group Seibert Repair--repair of riding lawn mower Keith's Farm Dairy Ruby Homan--nurse K-Mart--cleaning supplies Warren Nolt--cleaning Commonwealth of PA--motor vehicle registration Lauren Fahnestock--care for decedent Sprint-telephone bill Sprint-telephone bill PP&L- electric TOTAL (Also enter on line 10, Recapitulation) AMOUNT $139.76 $150.65 $26.16 $95.00 $12.50 $90.00 $18.22 $332.80 $172.5o $110.00 $41.34 $45.oo $36.00 $52.5o $5T. 89 $29.81 $107.21 $ 1,517.34 (If more space is needed, insert additional sheets of same size.) REV-1513 EX+(1-97) .~ · COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Harold E. Fahnestock 21-O3-00627 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE TAXABLE DISTRIBUTIONS (include outright spousal distributions) II. 1. Tim H. Fahnestock 3663 Ritner Highway Newville, PA 17241 Rosemary F. Johns 215 Springfield Road Newville, PA 17241 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINE~ Son Daughter 5O% 5O% 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insed additional sheets of the same size) LAST WILL AND TESTAMENT OF HAROLD E. FAHNESTOCK I, HAROLD E. FAHNESTOCK, of 3645 Ritner Highway, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and fOrm following: FIRST: I hereby expressly revoke all Wills and Codicils heretofore made by me. funeral and SECONDi I hereby direct my Executrix to pay all my just debts, administrative expenses out of my estate, 'as soon as practicable after my death. THIRD: I direct that all taXes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. FOURTH: Should my wife, LOUISE R. FAHNESTOCKi survive me by thirty (30) days, I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to mY wife, LOUISE R. FAHNESTOCK. Should my wife, LOUISE R. FAHNESTOCK, predecease me, or should not be living on the thirty-first day following my death, I give, devise and bequeath the remainder of my estate to my .issue living on the thirty-first day following my death, per stirpes. FIFTH: I hereby nominate, constitute and appoint my wife, LOUISE R. F~.HNESTOCK, to be the Executrix of this my Last Will and Testament. In the event that LOUISE R. FAHNESTOCK shall be unable to serve as Executrix for any reason, I then nominate, bonstitute and appoint my son, TIM H. JOHNS, as executors. other jurisdiction. FAHNESTOCK, and my daughter, ROSEMARY F. No personal representative shall be required to file .bond in this or any SIXTH: In addition to the powers conferred by case law, by statute and by other provisions of this Last Will and Testament, my personal representative, and any successors in that capacity shall have the following discretionary powers applicable to all real and personal property held by them, which pOwers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To retain any property of any nature received by them for whatever period it shall be deemed advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of'a higher offer; D. To execute and deliver-any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Will; E. To borrow.money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank; and to. mortgage or pledge any asset of the estate as security; 2 F. To loan to, and to purchase assets from, my Estate, even if it is also acting as Executor thereof. G. To assume continuance of the status of any beneficiary With regard to · death, marriage, divorce, illness, incapacity and similar incidents or matters in the absence of information deemed reliable without liability for disbursements made on such. assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed; as it is set forth in the Inheritance Tax Return filed in my Estate; I. To exercise any subscription right in connection with any security held hereunder, to Consent to or participate in any recapitalization, reorganization, consolidation or merger of any' corporation, company or association, the securities of which may be held hereunder; and to delegate authority with respect thereto, to deposit investments under agr. eements, to pay assessments, 'and generally to exercise all rights of investors; J, . To continue in any partnership, joint venture, joint ownership or other bUsiness enterprise of which I am a part at the time of my death; K. To compromise claims; L. To continue for whatever period of time my personal representative shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of the assets of my EState; N. I direct that my Executors shall be compensated for the services it renders to my Estate in accordance with its prevailing schedule o..f .fees in effect during the time when said services are rendered. of O. Should any changes occur in the Internal Revenue Code or ~ Pennsylvania Statutes after the date of the execution of this Will which affect the tax liability of my estate, then to the extent possible and as may be permitted by law, my personal representative shall have the power and discretion to interpret this Will and to administer my Estate.in a manner which results in the lowest tax liability possible:. WITNESS WHEREOF, I hereunto set my hand and seal this _f~ C ',~'~¢-~d , 1993. day Harold E. F~hnestock SIGNED, SEALED, PUBLISHED and DECLARED in the' presence of: 4 COMMONWEALTH OF PENNSYLVANIA ' · SS. COUN'rY OF CUMBERLAND ' I, HAROLD E. FAHNESTOCK, Testator, whose .name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and aCkn.~edg~d.I;Lefo, re me, by HAROLD E. FAHNESTOCK, Testator, this ~,,,~O~. day of /(~,/~._~'.~/'~ ~ , 1993. Harold E. Fahnestock, Testator Notary ; .... k...~.; NOTARIAL SEAL MERLENE MARHEVKA. Not~ry Public Carlisle. Cumberland Count3'. P&, My Commission Expires 6/7/9~r COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, ~0cg~ M. MORGENTHAL and TERESA ~. ~Om~0nDE~ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, HAROLD E. FAHNESTOCK, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the sight of the Testator signed the Will as Witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~t0CE}t ~.MORGENTHAL and TERESA J. BURK}IOLDER , witnesses, this _r~_ ~(~¢~,. day of <~) (1_.n~¢;231~ , 1993. NOTARIAL SEAL MERLENE MARHEVKA, Not&¢y PubllQ C~rllsl~. Cumberlan~l County. P~. My .,%;nmisslon'Explres 6/7/94 6 September 3, 2003 Appraisal of Real. Estate (dairy farm) for Estate of Harold Fahnestock, 3645 Ritner Hwy., Newville, PA 170-acre farm used as dairy farm to sell milk from cow herd. 'Numerous equipment sheds and storage buildings, modern ranch-~type house in good condition, and wooden frame tenant house. Land is mostly level, prodUctive soil. Due to current prices of wholesale milk, hay and grain, and the value of other farms sold near Mr. Fahnestock's farm, appraisal is five hundred thousand dollars ($500,000.00) Signed~ RiChard Foreman, Auctioneer 386 Springfield Road Shippensburg, PA 17257 717~776-4602 Au 1163L w 0_ w Z ~E W Debra A. Zirm Branch Office Coordinator t_egg Mason Wood Walker, l~cotporated 4~9 2ameheflge Drive, Suite I, Car~$1o, PA I7015.9128 717-258o4363 E~I . 348 .1776 Fax:717.258.4492 Advising Investors S~ce ~899. 88/!2/2083 15:82 717-258-4492 £{iStorical Database in Leggl.gws PRU DAILY DATm, HIGH LOW 08/07/03 35.990 08/06/03 35.96o 08/05/03 35.420 08/04/03 3S,120 08/01/03 35,690 07/31/03 36.150 07/30/03 36.250 o7/2 /o3 36.58o 07/28/03 36.930 07/25/03 36.150 o?/24/o3 36.1oo 07/23/03 35,500 07/22/03 35.580 07/21/03 36,350 07/18/03 .36.300 07/17/03 35.400 07/16/03 35.800 07/15/03 36.470 07/14/03 36.050 07/11/03 35.350 07/10/03 35.390 07/09/03 35.85o 07/08/03 3s.490 07/07/03 35.s00 07/03/03 3s.000 07/02/03 34.950 07/01/03 34.060 06/30/03 34.12o 06/27/03 34.100 06/26/03 33.900 06/25/03 33.500 06/24/03 33.41'0 06/23/03 33.180 06/20/03 33.350 06/19/03 34.170 06/18/03 34.550 0¢/17/03 34.730 96/16/03 34.630 )6/13/03 34,120 )~/12/03 34.200 )6/11/03 33.680 )6/10/03 33.050 16/09/03 33.090 ,6/06/03 34.000 '6/05/03 33.570 6/04/03 33.700 6/03/03 33.780 6/02/03 33.840 5/30/03 33.550 5/29/03 33.420 5/28/03 33.360 5/27/03 33 .360 5/23/03 33.12 ~/22/03 32.82 ~/21/03 32.30 i/20/03 32. 29 ;/19/03 22.g2 ;/16/03 33.25 i/15/03 32.90 35.220 35.140 34.560 34,350 35.040 35.460 35.730 35.910 35,850 35.200 35 270 35 220 34 990 35 250 35 300 34 990 34 720 35 300 35 320 34 870 34.810 35.290 34.890 34.869 34.410 33.980 33.510 33.520 33,660 33 100 32.910 32 750 32 620 32 710 32 730 33 970 34 290 33,680 33.220 33.680 32.830 32.620 32.600 32.960 33,050 33.250 33.200 33.200 32.560 32.530 32,950 32.500 32.75 31.28 31.60 31.53 31,94 32.76 32.50 LEGG MASON CARLISLE - - Au9 08 13:17 SUMMARY OPEN CLOSE 35.350 35.210 34,750 35,080 35.600 36.070 36.050 36.500 36.080 35,270 35.800 35.300 35,500 36.350 35.480 35,000 35,550 36.450 35 420 34 980 35 300 35 500 35 080 35 000 34 760 34 070 33,650 33.800 33.800 33 150 32 950 32 880 32 750 32 740 34 170 34 300 34 460 33 680 34 000 33.800 32.870 32,830 32.950 33.500 33.460 33.610 33.S00 33.700 32.600 33.300 33.020 32.890 32.75 32.15 ,31.'72 22,20 32.40 32.82 32.7~ 35.900 35.550 34.620 34.650 35.300 35.580 36.030 36.200 36,700 36.1S0 35.370 35.320 35.300 35.610 36.230 35.150 35.000 35.450 35.850 35.190 34.930 35:450 35.450 35.300 34.830 34.900 34.000 33.650 33.800 33.620 32.980 33.240 32.780 7359 "~'-~.iTu 34.360 34.500 33.640 33.900 33.680 33.040 32.830 33,070 33.400 33.460 33.610 33,360 33.520 32.610 33.200 33.120 32,88 32.75 32.27 31,70 31.96 32.91 32.82 VWAP PAGE 82 Page; 1 VOLUME BLKS 32,05 1276000 12 35.58 2270700 39 34.92 1261600 10 34,65 1634600 26 35.31 1586800 11 35.84 1693800 15 35.98 1606700 27 36.23 1400300 20 36.44 1779800 23 35.72 1428600 19 '35.64 1374700 19 35.35 1078200 9 35.27 1876500 20 35,57 1380500 19 35,91 1797400 20' 35.21 1654500 13 35.14 2798400 46 35.71 1626700 21 35.82 2520900 40 35.10 1316400 14 35.03 1507200 18 35.52 2114800 40 35.21 2287200 33 35.19 1970600 32 34.87 1218600 24 34,50 2769300 69 33.83 2820200 37 33.77 3059200 61 33,89 1669000 20 33.59 2274500 40 33.23 1730300 26 33.07 2174400 41 32.,85 2005700 35 32.87 3293000 24 33.14 1561000 9 34.20 1305700 11 34.44 1409700 11 34.27 1499400 13 33.58 993300 17 33.94 1675100 22 33.45 1420500 20 32.92 1119100 11 32.85 1442800 19 33.56 2460400 40 33.36 202910.0 26 33.47 1660400 30 33.54 1528300 7 33.58 1794500 21 33.28 2291,500 35 33.03 1971700 25 33.17 2453400 39 33.09 1971400 32 32.97 2164~00 36 32.51 1786800 23 32.07 1799800 21 31.80 2338700 38 32.19 1579300 26 32,98 1881900 34 32.74 1789700 37 [~] Historical Database PRU DATE HIG~ lZ/25/o2 3o.i7 11/22/o2 1~/2~/o2 11/2o/o2 11/19/02 il/18/o2 li/15/o2 11/14/o2 il/13/o2 11/12/02 ii/ii/o2 ii/os/o~ ii/o?/o2 ii/o~/o2 ii/os/o2 ii/oi/o2 io/3i/o2 io/3o/0~ io/29/o2 io/~8/o~ io/~s/o2 io/24/o2 io/23/o2 io/22/o2 io/2i/o~ io/is/o2 io/i7/o2 io/is/o~ io/i~/o2 io/i4/o2 io/ii/o2 io/io/o2 Io/o9/o2 ~o/os/o2 ~o/o?/o2 .o/o4/o~ ~0/o3/o2 ,o/o2/o2 o/oi/o2 9/30/02 ~/27/o2 9/26/02 ~/~s/o2 ~/2~/o2 ~/23/o2 ~/~o/o2 Vi9/o2 ~/ls/o2 ,/i?/o2 '/i~/o2 /is/o~ /i2/o2 /ii/o2 /io/o2 /os/o2 /o~/o2 /0~/02 30.19 30,30 29.61 29. 99 30.09 30.45 30.64 30.16 30.00 30,27 30.35 30.71 31.00 29.47 30,25 29'. 53 29.65 29.00 29.05 30 30.10 29,80 29.55 29.93 30.40 30.27 29.92 29,69 29.45 27,74 27,89 26,78 27.67 28.10 28.50 29.58 30,04 30.04 29,8~. 28.96 29,20 29,20 28 32 28 20 28 00 28 11 28 85 ~-9 19 29 66 29 85 30.00 30.99 30.37 30.45 30,30 28.89 in Leggl,gws _ - Aug DAILY SUMMARy LOW OPEN 29.60 29.64 29 28.70 29.24 29.55 29,90 30,07 29,35 29.15 29.30 29.60 29.48 29.08 28.80 29.18 28.36 28.99 27.85 28,55 29.36 29,00 29.35 28.84 28. 71 29.40 28.74 29.14 27. 75 28.18 27.02 26.73 25.65 25,25 27.60 27.40 27.70 29.00 29.32 28.36 27.25 28.15 28.30 27 50 27 16 27 20 27 20 27 74 28 61 28 83 29 15 29.18 29.51 30.00 29.87 29. ~1 29.05 28,30 29.95 29,83 29.60 29.34 29.8S 30,00 29,91 30,15 29.70 29.80 30.20 29,95 30.71 29 -25 29,19 29.70 29.12 29.00 28,49 28.95 30.02 29.40 29.35 29.25 29.89 30,20 29.20 29,25 29.42 28.55 27.48 26.86 25,70 27.65 27.60 28.12 29 45 29 85 29 82 28 61 28 24 28 89 28 45 27 85 27 65 27.60 27.87 28.75 28.65 29.42 29.60 29.6O 29. 70 30.99 30,32 29. 72 29.10 28.70 08 13:17 CLOSE 30.03 VWAP 29.92 30.13 30.03 29.82 29.81 29,57 29,20 29.34 29.63 29.72 29,87 30.00 30.02 30.28 30.39 29.88 29. 76 29.58 29.67 29.38 29,66 30,25 ' 30,07 29.93 29.96 30,71 30.07 28.90 29.06 29 52' 29.77 :~ 28.95 ...... 29.33 29.00 28.51 28,74 28.73 29,50 29,77 30.01 29.56 29.74 29.56 29,35 29.04 29,25 29,36 30.27 29.95 30.26 29.51 29.45 29.59 28.58 28.85 29.42 28.84' 27.24 27.29 27.48 27.40 26.35 26,27 25,50 26.26 27.80 ~27.80 27.40 28, 03 28.28 28 .45 29,00 29.35 29.70 29.76 29.82 29. O0 28.56 28.11 28~,24 28.70 28 ,88 28,77 28.11 27.86 27.35 27,83 27.90 27.59 27, ,51 27.69 27.89 28.23 28.96 28.90 28.90 29.22 29.25 29.31 29.53 29.49 29.60 29.77 30,15 30.26 30.18 30,19 30,32 30.10 29,73 29.40 28 . 75 28 , 62 [2] Page: 4 VOLUME BLKS 2075600 39 1888100 2865~00 2891200 1822200 2321300 1987900 1533700 2431500 2716100 1189300 2413600 2884100 3702200 3017400 1900900 1653100 2574100 2435600 238400O 2263800 1514600 2636800 2622700 2.260700 2840600 2642500 2812500 2976500 3757800 2111900 4669200 4291200 4894800 2808100 3213300 2347300 2696200 2542100 2242400 3030900 1863000 2757800 2360500 3234800 2744200 52 3646200 68 3291600 70 3305700 60 2381500 57 1809900 48 2294700 60 1939500 35 1471700 22 2907500 Si 3625200 94 4270100 88 4628500 103 42 6O 53 44 53 31 3~ 41 19 45 43 67 49 29 33 40 50 31 29 49 50 37 S1 56 61 42 79 43 100 85 115 50 52 50 60 46 44 ~7 34 57 52 83 ACCOUNT INFORMATION RE: HAROLD E. FAHNESTOCK DATE OF DEATH 6-19-2003 CHECKING SAFE DEPOSIT __SAVINGS X CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 6-3-2003 DATE CLOSED STILL ACTIVE ACCOUNT NUMBER 017-2974793 ACCOUNT BALANCE AT DATE OF DEATH $10,000.00 ACCRUED INTEREST $3.72 TOTAL ACCOUNT BALANCE $10,003.72 NAME(S) ON ACCOUNT HAROLD E. FAHNESTOCK & TIM H. FAHNESTOCK & ROSEMARY F. JONES REGISTRATION OF ACCOUNT JOINT WITH SURVIVORSHIP ACCOUNT INFORMATION X CHECKING SAFE DEPOSIT __SAVINGS CERTIFICATE OF DEPOSIT SHARES OF STOCK DATE OPENED 10-29-1996 DATE CLOSED 7-25-2003 ACCOUNT NUMBER 33-06011 ACCOUNT BALANCE AT DATE OF DEATH $4,018.83 ACCRUED INTEREST $.13 TOTAL ACCOUNT BALANCE $4,018.96 NAME(S) ON ACCOUNT HAROLD E. FAHNESTOCK & LOUISE R. FAHNESTOCK REGISTRATION OF ACCOUNT JOINT WITH SURVIVORSHIP TRUST August 21, 2003 Weigle & Associates P.C. Attorneys at Law 126 East King Street Shippensburg, PA 17257 RE: HAROLD E. FAHNESTOCK Gentlemen: In reference to the above customer, our records show the enclosed information to be accurate. Our researching fee for the information we have provided is $ 10.00. Please send your remittance to the following address: Farmers and Merchants Trust Company ATTN Stacey Stenger 20 South Main Street Chambersburg, PA 17201-0819 If I may be of any further assistance, please contact me. Sincerely, P.O. Box 6010, CHAMBERSBURG, PA 17201-6010 Phone 717-264-6116 · Toll-Free 888-264-6116 · Fax 717-264-3415 91310,3 Appraisal of household.items, vehicles, and antiques for Harold Fahnestock Estate, NeWVille, PA Table & chair $ 50..00 Old table& chair dining room $ 100.00 Wooden rocker $. 75,00 Couch $ 25.00 T.V. $ 25.'00 Chair $ 5.00 Recliner $ 20.00 Recliner $ · 10,00 Clock $ 100~00 Sleeper sofa $ 20.00 Desk $...200.00 Sewing machine $ 50.00 Chair $ 5.00 Bedroom suite $ 75.00 Chair $ '5.00 Bedroom suite $ 75,00 Fancy small round table $ 80.00 AIl Small 'utensils, older appliances, silverware, knick knacks and all,other items $ 300.00 1992 Plymouth Acclaim '1989'Dodge DYnaSty $ 800.00. $ 650,00 Total $ 2,670~00' RiChard Foreman, Auctioneer Au 1163L 386 Springfield Road Shippensburg, PA 17257 Ph: 776.4.602 Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 RECF VFF] AUI; © ' 2t]IB Reference ID: 683835 August22,2003 WEIGLE & ASSOCIATES 126 EAST KING STREET SHIPPENSBURG, PA 17257 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: HAROLD E FAHNEWSTOCK (SSN# 1.86-30-6526) Date of Death: June 19, 2003 Account Account Type Number CERTIFICATE OF DEPOSIT 3014166691919 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS Deposit Account Information Date of Death Average Date Maturity Interest Balance Balance* Opened Date Rate $2,781.10 4/1/1997 Accrued Interest $0.01 YTD Interest Paid $51.76 Date Closed 7/1/2003 CERTIIqCATE OF DEPOSIT 247412051615901 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $10,744.80 8/23/2001 $33.93 $181.14 7/23/2003 CERTIFICATE OF DEPOSIT 247412051729143 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $10,325.16 8/23/2001 $72.67 $163.43 8/1/2003 CERTIFICATE OF DEPOSIT 247412050922328 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $ 10,609.96 10/7/1999 9/7/2004 $5.07 $132.58 CERTIFICATE OF DEPOSIT 247412051690034 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $10,267.27 2/4/2002 2/4/2004 $5.58 $80.43 0000 000614 CERTIFICATE OF DEPOSIT 247412061359906 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $10,715.93 10/31/2000 12/31/2004 Reference ID: 683835 $115.07 $0.00 CERTIFICATE OF DEPOSIT 247412061662889 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $ 10,566.96 12/5/2001 4/5/2004 $15.99 $192.12 CHECKING 1000324279875 LEGAL TITLE: HAROLD E FAHNESTOCK TIM H FAHNEWSTOCK ROSEMARY F JOHNS $535.23 6/1/1983 $0.00 $1.18 IRA 257410060299028 LEGAL TITLE: HAROLD E FAHNESTOCK $28,725.61 1/28/2000 For Beneficiary Claim Form information, please call 1(800)669-2136. $312.75 $343.56 IRA 257110090610483 LEGAL TITLE: HAROLD E FAHNESTOCK $6,667.91 4/1/2003 For Beneficiary Claim Form information, please call 1(800)669-2136. $71.70 $0.00 * Due to system limitations, we can only provide a twelve month average balance on depository accounts. No Safe Deposit Box found for customer. * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were Phone: (540)563-7323 abs; at 0000 000614 BUREAU OF ZNDTVTDUAL TAXES INHERTTANCE TAX DTVISZON DEPT. 2806D1 HARRTSBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOHANCE OR DZSALLOHANCE OF DEDUCTIONS AND ASSESSHENT OF TAX RE¥-1547 EX &FP (01-03) RICHARD L WEBBER JR ESQ WEIGLE & ASSOCS 126 E KING ST SHIPPENSBURG PA 17257 DATE 10-27-2005 ESTATE OF FAHNESTOCK DATE OF DEATH 06-19-2005 FILE NUHBER 21 05-0627 COUNTY CUHBERLAND ACN 101 I Amoun~ Remi~ed HAROLD HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF FAHNESTOCK HAROLD E FZLE NO. 21 05-0627 ACN 101 DATE 10-27-200:5 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN I Real Es4:a~e (Schedule A) 2 S4:ocks end Bonds (Schedule B) $ Closely Held S~ock/Par4:narship In,eras4: (Schedule C) Nor4:gegas/No4:as Receivable (Schedule D) $ Cash/Bank Deposi4:s/N1sc. Personal Proper~y (Schedule E) 6 Join4:ly Owned Proper4:y (Schedule F) 7 Transfers (Schedule G) 8. To4:al APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expanses/Adm. Cos*s/H1sc. Expanses (Schedule H) 10. Dab~s/Nor4:gage Liabi114:ias/Liens (Schedule 11. To4:al Deductions 12. Ne4: Value of Tax (1) 500/000.00 (2) 1/505.58 ($) .00 .00 ($) 7/588.65 (6) .00 NOTE: To /nsure proper credL4:4:0 your account, submL4: ~he upper por4:ion of ~his fora ~i4:h your 4:ax peymen~. (9) 10,058.00 (10) 1~517.~ (11) 11.575.~ (12) 606,8~$.27 15. lq. NOTE: reflect figures that $nclude the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amoun4: of Line 14 a4: Spousal ra4:e (15) .00 X O0 = 16. Amoun4: of L~na 14 4:axable a* Lineal/Class A ra4:e (16) 606,8~$.27 X Oq5 = 17. Amoun4: of Line 14 a4: Sibling ra~a (17) .00 X 12 = 18. A.oun* of L~ne 14 4:axable a4: Collateral/Class B ra4:a (18) .00 X 15 = 19. PrLncipal Tax Due (19)= TAX CREDZTS: PAYHENT RECEZPT D/SCOUNT DATE NUNBER INTEREST/PEN PAID (-) 09-18-2003 CD0030~1 1,365.~0 ANOUNT PAID 25,9q2.59 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Chari4:able/Governeen4:al Bequas4:s; Non-alac4:.d 9113 Trusts (Schedule J) (13} Ne~ Value of Es4:a4:e Sub.'Jec4:4:0 Tax (14) 606,8~$.27 Z~ an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 Nill .00 .00 27,307.95 .00 .00 27,307.95 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 27,:507.99 · OqCR .00 . O~CR ( IF TOTAL DUE KS LESS THAN $1, NO PAYNENT ZS REI;)UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) (7) 109~$Zq.$8 (8) 618,~.18.61 RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred Jn possession or enjoyment to Class B (collateral) beneficiaries of the decadent after the expiration of any estate for life or for years, the ComeonweaZth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collatara1) rate on any such futura interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit eith your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NZLLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13/3). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-$020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice oust object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZalOZ1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. 1982 1985 198~ 1985 1986 --Interest is calculated es follows: INTEREST = BALANCE OF TAX UNPAID Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is allowed. The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest et the rate of six (6X) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Yaa.~_~ Rate Factor Yea._..r Rate Factor Yaa.~r Rate Factor 2OZ .000548 1987 92 .0002~7 1999 72 .000192 162 .000¢38 1988-1991 112 .000301 ZOO0 8Z .000219 112 .000301 1992 9Z .00o2~7 2OOl 9Z ,000247 132 .000356 1993-1994 7Z .O00lgz 2002 62 .00016~ 102 .000274 1995-1998 92 .000247 2003 52 .000137 X NUNBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: HAROLD E. FA~NESTOCK Date of Death: June 19, 2003 Will No. 2003-00627 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: 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: N!A 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 No X b. The separate Orphans' Court Noi~ (if any) for the personal representative's account is: N/A c. Did the personal representative stat~an account informally to the parties in interest? Yes X .uNo d. Copies of receipts, releases, j~i.nde~ and approvals of formal or informal accounts may be filed wi~h the Cerk of the Orphans' Court and may be attached to this report. Date: Sef~i~ember 29, 2004 Signature Richard L. Webber, Jr., Name (Please type,.Or print) 126 East KinE Street Address Shippensburg, PA 17257 Tel. No. (MAH:rmf/AM3 Capacity: __Personal Representative '~/ Counsel for personal representative 1N THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA In Re: The Estate of Ambrose Klain, Deceased 03-03-2003, File Number 21 03-0267 PETITION TO APPOINT A NEW CUSTODIAN FOR TWO UNIFORM GIFTS TO MINORS ACCOUNTS TO THE HONORABLE, THE JUDGES OF SAID COURT: The petition on behalf of Phyllis Klain, Executrix of the referenced Estate, respectfully represents that: o The former Ambrose Klain died on March 3, 2003 and his will was presented for probate on March 27, 2003. Letters testamentary were issued to his widow, Phyllis Klain, on March 27, 2003. A short certificate is attached hereto as Exhibit A. Ambrose Klain had established uniform gift to minors accounts for his two granddaughters, Abigail Peace Klain, bom March 21, 1997 and currently residing at 1795 Barkley Road, Clarksburg, Pa. 15725 with her parents Dr. Mathew Klain and Barbara Peace and Zoe Anna Peace Klain bom May 10, 1994 and also residing with her parents at the same address. Mr. Klain was the custodian of these accounts with the investment firm of Merrill Lynch. The account for Abigale Peace Klain is #74139716. The account for Zoe Anna Peace Klain at Merrill Lynch is #74139695. Merrill Lynch requires a court order appointing a new custodian in order to amend the account as desired. (Requirement document attached as Exhibit B.) In the absence of Mr. Klain, petitioner on behalf of the Executrix of the Estate requests this Honorable Court to appoint her daughter-in-law, the mother of Abigail and Zoe Anna, Barbara Peace as custodian of both accounts. Your petitioner further requests this Honorable Court the authority to equalize the deposits in each account and if so desired, transfer the accounts. to a different investor. WHEREFORE, your petitioner prays your Honorable Court to order and direct the appointment of Barbara Peace as custodian of the Merrill Lynch Uniform Girl to Minors account #74139716 for Abigail Peace Klain and custodian of Merrill Lynch Uniform Girl to Minors account #74139695 for Zoe Anna Peace Klain. Respectfully submitted, Louis R. Martin, Esq., Pa. ID No. 19843 214 State Street, Harrisburg, Pa. 17101 Phone Number: 717-230-9715 Attorney for the Estate of Ambrose Klain STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND estate in SHORT CERTIFICATE I, DONNA M. OTTO Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 27th day of March A.D., Two Thousand and Three, Letters TESTAMENTARY in common form were granted by the Register of said County, on the of KLAIN AMBROSE , late of CAMP HILL BOROUGH said county, deceased, to ~LAIN PHYLLIS M and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 27th day of March A.D., Two Thousand and Three. File No. 2003-00267 PA File No. 21-03-0267 Date of Death 3/03/2003 ~-~1~.~ ~o~a~) .~'"b~ Register S.S. # 297-42-8779 , ~ I-- ~' ~ 7 ~ NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL Merrill Lynch P.O. Box 29002 Hot Spring, AR 71903-9002 TOTAL MERRILL= Important Notice This letter is in regards to your account. In order to process this account, we will need the following: · Certified copy of the custodian's Death Certificate. · Copy of the minors bi~ ce~licate. · Court Order appointing a new custodian dated within 60 days of Menill Lynch receipt stating they am in full force and effect with a visible court seal. · Letter of ~ from the successor custodian accepf~ng custodianship of the accounL · Client relationship agreement completed and signed by the new custodian. · New Custodian must call 888-657-8278, oplien 1, in order to be proliled. The forms listed above t3~ically contain adequate informal~n to complete your request. However, upon review add~ information may be required. When sending docum~-~,.~n, please follow the procedures listed below:. · Please make a copy of any document you are sending to Merrill Lynch. · Please write the account number on the upper right comer of any documentation you send. · Please be sum to use the enclosed, a:ldressed retum envelope. To ensure proper handling of all requests, please do not pemcoally address any correspondence to Merrill Lynch employees by name. If you have any questions, please contact the Men'ill Lynch Legal & Estate Team at (888) 654-6837, and ask for extension 0835. Mail all documents to: Merrill Lynch P.O. Box 29002 Hot Spdngs, AR 71903-9002 LE11