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Home My WebLink About02-1053CUMBERLAND ~`~~RAY~~"~~~ Register of Wills of ~~as County, Pennsylvania ~; ~~~~~ ~~ PETITION FOR GRANT OF LETTERS d a~ Estate of George W• Shimer No. ~~~~~ ~ ~ V ~~ also known as ,Deceased Social Security No. 206-1 0-6752 Petition(s), who is/are 18 years of age or older, apply(ies) for (COMPLETE 'A' OR'B' BELOW') x^ A. Probate andl Grant of Letters Testamentary and aver that PetitionerQs) is/atff the execut ~_ named in the last Will of the Decedent, dated November 28, 1996 a~c7o~lec~;~da~tt State relevant circumstances, e.g.. renunciation, death et 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: ^ B. Grant of Letters of Administration (d. b.n.c.t.a.; pendente tile; durance absentia; duranle minorftala) Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/!~€ last family or principal residence at 414 Allendale Way, Camp Hill, Pa. 17011 (List street, number and municipality) Decedent, then 88 years of age, died rlrrn ar ~( , 20~_, at Harr; sbLrg HoG,~i_tal_, Harrisburg, 0.ocaeon) pA Decedent at death owned property with estimated values as follows: (If domiciled in F'A) All personal property over $ 1 , 000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real esl:ate in Pennsylvania $ situated as follows: Wherefore, Petitioner( respectfully i-equett~e probate of the last Will aYc7iS~i~il~presented with this Petition and the grant of letters in the appropriate form to they undersigned: Form #RW-1, Page 1 of 2 Prepared by Berks County Register of Wills Office from Pennsylvania Bar Association, 1991 Standardized Probate Form RW-1 Petitioner(s) after a proper :search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Oath of Personal Representative Commonwealth of Pennsylvania County of Berks The Petitioner( 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( will well and truly administer the estate accor ing to law. Sworn to or affirmed and subscribed , ~ c~--~~~ before me this th day of Novemhex- , 20 02 _ ?~ ,~~,%~ For the Regist r (~~, Donna M.Otto, 1st Deputy No. 2i-2002-1053 Estate of George W. Shimer ,Deceased Social Security No.: 206-10-6752 Date of Death: October 26 , 2002 AND NOW, November 25th, , 20 02 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary ~ of Administration are hereby granted to Robert W. Shimer in the above estate and that the instrument(s) dated November 28, 1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ...................... $ 25.00 Short Certificate(s) ..5 $ 15.00 ~~~~n ~x~Pacres $ 3.00 Affidavits ( ) .......... $ JCP Fee .................... $ 10.00 ~' Inventory ................... $ Tax Return ................. $ Commission ............... $ Other ......................... $ Other ......................... $ TOTAL ....................... $ 53.00 Form #RW-1, Page 2 of 2 Prepared by Berks County Register of Wills Office from Pennsylvania Bar Association, 1991 Standardized Probate Form RW-1 ~~ `~ ~ Register of Wills Donna M.Otto,lst Deputy Attorney: John S. Hibschman, Esq. LD. No: 24903 Address: 501 Washington St. P. 0. Box 942 Reading, PA 19603-0942 Telephone: 6103 7 6-6651 MAILED LETTERS 'I'O EXECUTOR ON November 25th, 2002 REGISTER OF WILLS OF C~unberlana COUNTY OATH OF SUBSCRIBING WITNESS (each) a subscribing witness to the will law, depose(s) and say(s) that the testat_ ,sign the same and that _ request of testat in 1L presence other subscribing witness(es)). Sworn to or .affirmed and subscribed b~f'ore me this d//av of 1 Register 21-2002-1053 (Name) (Address) (Name) (Address) REGISTER OF WILLS OF Cumberland COUNTY OATH OF NON-SUBSCRIBING WITNESS Robert W. Shinier and Alison E. Shinier (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that They are familiar with the signature of Georege W. Shinier codicil testat er odx~#~x~tx~xxls~>x~~t the ill presented herewith and odicil that `I'heY believes~the signature on th will is in the handwriting of W. Shinier to the best of our knowledge and belief. w Sworn to or affirmed and subscribed before ~~~--~ me this _ 21st day of iNameJ November ~ 2002 /a~ ~ w- Zc-~~s~~,~ ; ~' ~ ~ t~~s,~~.rr. ,Qia. ~ ~i ~ ?~ ~~ -t~~ /~ ~ ddress) Donna M. C3ta,lst Dep~-~~y ~~~~~ , ~ ~.t,~/\ . ~ , ~'~~~u,v~---~. (Name) Iz25 (~~ Lf~~~i;~o/ f (~~l LP~'~~cdt ~~ l~~ 3 3 (Address) ~ (each) being duly qualified according to present and saw (in the signed as a witness at the of each other) (in the presence of the y. • LAST WILL AND TESTAMENT OF GEORGE W . SHIMER 21-2002-1053 I, GEORGE W. SHIMER, presently residing and domiciled at 414 Allendale Way, (Lower .Allen Township), Camp Hill, Pennsylvania, declare this to be my Last Will and hereby revoke all Wills which I have previously made. ITEM I: I appoint my son, ROBERT W. SHIMER as the Executor of my estate. If he is unable to serve in this capacity or unable to conclude the administration of my estate, I appoint my son, STEPHEN D. SHIMER, as Executor of my estate. If he is unable to serve in this capacity or unable to conclude the administration of my estate, I appoint Dauphin Deposit Bank and Trust Company as the executor of my estate. ITEM II: I direct that all taxes that may be assessed in <:onsequence of my death, of whatever .nature and by whatever jurisdiction imposed, shall be paid as a part of-the cost of admin- istration of my estate. I call to the attention of my Executor a provision in that certain Revocable Living Trust created by me on March 29, 1993 (as amended October 28, 1994) authorizing the Trustee, in his discretion, t:o advance funds from the Trust to my probate estate, should the same be necessary, for the payment of any part or all of the death taxes or costs of administration of my estate. page 1 of 2 initials ~ v ~ _i ITEM III: To Columbia University School of Medicine, in memory of my father-in-law Frederick B. Flinn, Ph.D. I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM IV: To Johns Hopkins University, in memory of my father-in-la.w Frederick B. Flinn I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM V': To Christ Presbyterian Church, located in my community of Allendale, I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM VI: The residue of my estate, of whatever nature and wherever situate, shall be distributed to the Trustee of that certain Revocable Living Trust created by me on the 29th day of March, 1993, (as amended October 28, 1994) to be administered and distributed in accordance with that Trust Agreement. IN WITNESS WHEREOF, I have hereunto set my hand this 28th day of November, 1996. I Geor a W. Shinier The preceeding instrument, consisting of this and one other typewritten page, each identified by the initials of the Testator, was on the date hereof signed, published and declared by GEORGE W. SHIMER, the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence and in the presence of eachother, have subscribed our names as witnesses hereto. ~ ~ ' Residing at /' "' T ~~ Cam:, Residing at e2 ~~ ~~~'~~1~- -2- initials. -~ u ~' x ~, ~ T _ ~'~ ~ C a ~ I y v ~c ~ r, r ~ ~ ' . , ,~ ~ , ~, : ~ _ ~ LL ii v LL~ m i d J ~~ r. _ _ LL O N N- Q ~ Q ~ a ~ ~ / ~ V; ~~ ~ d d¢ rn U ~ m ~ m H ~ r~o d 0 -- .Z Z .N i < J; ~~ ~ a° ` U N ~ ~ - ax ~~ ~Q O i ~ o ~0 1° ~ ~~ F l;;~o ~`~ ~ ~~a '[' [Q'[ 29QS 9000 0'[S 2 '[OOz .~ a . ~ o 'gyp N ~ ti C7 N~ o ~~ ~ m ~ `°~n~~ ~~a~ i~a°~a E' . w U W 0 ~. W Q W h Z r~ ~_ N -r ~ ~ rn \ `~ 3 ~» ~ r CJ ^'1 ~ 1 ~. 'L ~ 2 .~ ~ ~ ~ Q `', ~ ~ ~q1 a ~ ~ ~ 01 ~~ ~ ~ 4 ~ U ~~ ~., L7 i 501 Washington Street P.O. Box 942 Reading, PA 19603-0942 Tel 610.376.6651 Fax 610.376..5243 wwwbarley.com July 22, 2003 Cumberland County Courthouse Register of Wills 1 Courthouse Square Carlisle, PA 17013 Re: George W. Shimer Estate -File 21-02-1053 Dear Sirs: Karen Von Langen, Paralegal Direct Dial Number: 610.376.6651, ext. 259 E-mail: kvonlangen@barley.com Enclosed in duplicate is the REV-1500 for the above-captioned estate for filing together with check payable to the Register of Wills, Agent for payment of inheritance tax in the sum of $25,370.44. Please return receipt in the self-addressed enclosed envelope. Very truly yours, ~ ~ ~ C~c.~-~c.~ ~ L~. et,c~~,~c~ Karen Von Langen Paralegal /kvl:Il9osi9 t.DOc Encs. Barley, Snyder, Senft & Cohen, LLC Reading • York • Lancaster • Harrisburg • Berwyn • Hanover • Chambersburg COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002837 SHIMER ROBERT W ESQUIRE BARLEYSNYDER ATTYS AT LAW 501 WASHINGTON ST.,PO BOX 942 READING, PA 1'603-0942 fold ESTATE INFORMATION: ssrv: 2os-io-s~52 FILE NUMBER: 2102-1053 DECEDENT NAME: SHIMER GEORGE W DATE OF PAYMENT: 07/23/2003 POSTMARK DATE: 07/20/2003 COUNTY: CUMBERLAND DATE OF DEATH: 10/26/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 525,370.44 TOTAL AMOUNT PAID: 525,370.44 REMARKS: ROBER-f W SHIMER C/O BARLEY SNYDER ATTYS AT LAW CHECK#1039 INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~~~*~~** w Q ~ ~ M I..C') ~ O Q7 Pf7 h ~~w ~, -~ ~ rJ ~' M '~ O Q C1 C'J d c~~ Q J ~ `,~ -7 J - .~. ;~ n~J -1 _--, -~ :, ~~ ~~ _~ Ji a~i ~~ y Q J V Hi L~.J .` -- N O~ O M O O~ a z Q W ~ W '~ O N ~' ~f~/ LL o O '~ O U W ~ a Q t- "a _OJ~ O a ~ I` -U W cn z = ~ LL. (A =ZOp a ° ~~=u.i C7 z _~w~ J _ W ~ ~ ~ _ oo ~ _ ~ .. =~C~O~ Q -~WUQ o v, ~ =U~~U 1"}-/0.3- Y REV-1500EX(6-OO) I!! ",C., 0"'''' ",0.0 ",00 o"iil ~ 2W4645 1.000 0fF1CL6L USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 - 02_ --.J.05L__ CCllMYCOOE YEAR f'.lJMBER !Z l!l w lil c DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITlAL) Shimer, George W. DAlE OF DEATH (MM"()D-YEAR) DATE OF BIFmt (MM-DD-YEAR) 10/26/2002 3/31/1914 QF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURIlY NUMBER 206-10-6752 TtIS RETURNMUST BE FILED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ti: l!l z ~ I [Xl 1. Original Return D 4. Limited Estate 00 6. Decedent Died Testate (Attach copy of WII) D 3. RemainderRetum (dale of death prior to 12-13-82) D 5. Federal Estate Tax Return Required ',I NAME John S. Hibschman, Esq. FIRM NAME (If AppUcable) Barley Snyder TELEPHONE NUMBER 610-376-6651 501 Washington St. P. O. Box 942 Reading, PA 19603-0942 1. Real Estate (Schedule A) 62,800.00 2 ,125. Oo;?C .' O.OO~' 0.00 8,694.29 0.00 C r" N v.; (1) (2) 0fFICLAJ... USE ONLY 2. stocks and Bonds (Schedule B) d t.....d 3. Closely Held COrporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) z o i= ~ :::l l- ii: ~ ll! 6. J~ Owned Property (Schedule F) U Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) (6) 525,536.35 " 8. Total Gross Assets (total Lines 1-7) (6) 5,368.00 0.00 599,155.64 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage liabilities, & Llens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 5,368.00 593,787.64 30,000.00 (11) 12. Net Value olE.tate (Line 8 minus Line 11) 13. Charitable and Governmental BequestsfSec 9113 Trusts fo( 'Arf1ich an election to tax has not been made (Schedule J) (12) (13) 14. Net Value SUbJect to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax 0.00 Z rate, or transfers under Sec. 9116 (a)(1.2) 0 1= 16. Amount of Line 14 taxable at lineal rate 563,787.64 i:!: :> 0.00 0. 17. Amount of Line 14 taxable at sibling rate :E 0 0.00 0 1.. Amount of Line 14 taxable at collateral rate )( i:!: 19. Tax Due 563,787.64 (14) x.OO_(15) 0.00 25,370.44 0.00 0.00 25,370.44 x .04L- (16) x .12 (17) x .15 (18) (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMEN > > . BE ,SURE!T()ANSVV~R:ALI(QU. TIO/'lS:ON,REVE:RSE SIDE AND RECHECK MATH < < . I t Add Decedent's Com Die e ress: SlREET AODRE6S , 414 Allendale Way CITY I STATE I ZlP Camn Hill PA 17011 Tax payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 0.00 TotallnteresUPenalty (0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) 25,370.44 0.00 0.00 25,370.44 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 25,370.44 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No [X] [X] [X] [X] IRJ IRJ contaIns a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [Xl 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 penaltie. perjury, t h examined this relum, Indudlng llCCO/TIplnylng Schedules end ,tatem.ntl, Ind to the beat of my knowledge Ind blllef, II i!II true, correct end complete. r.pllf.r other then t I representlltlvels based on alllnform81lon ofwhlch preparer has any knowledge. E FOR FILING RETIJRN Yes D D D D without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an nin trust for" or payable upon death bank account or security at his or her death70 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 1. Did decedent make a transfer and: a. relain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary Interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments. benefits or care? . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ox ox 19603-0942 iI1 ~~ ~li~.~=-'!11W1 ,_.n~~ -I niU w;~wmm lliillTI_l!I~I!11.il#jlt~.~~_ltA1. '7 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.~ 9918 (a) (1.1)(1)]. For dates of death on or aner 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) (Ji)l 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. 69116(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. 69116(a)(1)]. The tax rate Imposed on the net value oftransters to or for the use of the decedent's siblings Is 12% (72 P.S. 6 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. W4e4e1.000 REV-1502EX+ {1~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESI~ DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Shimer, George W. FILE NUMBER 21-02-1053 All real properly owned solely or aa a tenant In common mu.t be reported at fair market value, Fair market value I. defined 88 the price at which property would be exchanged between a Willing buyer and a willing seller, neither beirlg compelled to buy or sell, both having reasonable knOlNledge of the relevant facts. Real properly which I. JolnUy-owned with right of .urvlvorshlp must be disclosed on Schedule F. ITEM NUMBER 1. 40% fractional interest in parcel of real estate located at Al1enda1e Way, Camp Hill, Cumberland County, Pa. Value based on product obtained by multiplying fractional interest percentage by attached appraisal 414 VALUE AT DATE OF DEATH 62,BOO.00 DESCRIPTION 2W4695 2.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 62 800.00 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Shimer, George W. FILE NUMBER 21-02-1053 All property jolntty-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER [ESCRIPTlON 1. 289 shares of A T & T Wireless common stock VALUE AT DATE OF DEATH 1,962.00 2 83 shares Avaya common stock 163.00 2W46963.ooo TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, Insert additional sheets of the same size) 2,125.00 REY-1508 EX + (1-91) COMMOIlweAL TH dF PENNSYLVANIA INHERlTANCETM RETURN RESDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Shimer, George W. FILE NUMBER 21-02-1053 Include the proceeds of litigation and the date the proceedS ~ received by the estate, All property jolntty-owned with the right of aurvtvol'1hlp must be disclosed on Schedule F. ITEM NUM8ER rESCRIPTION 1. AJ.1first - Account 0014529513 VALUE AT DATE OF DEA1H 11.00 2 TO Waterhouse - balance of cash as of date of death 771.14 3 AJ.1first - Account 00779-13787 1,514.94 4 AJ.1first - account 00982-7656-5 482.27 5 AJ.lfirst - Account 0950729268 83.94 6 1988 Buick LeSabre CUstom Sedan 4D 1,200.00 7 Household Contents - value based on attached appraisa~ 4,631.00 . 2W4SAD 2.000 TOTAl. IAlso enler on line 5 Reca.,;tulation\ . (If more space is needed, insert additional sheela of the same size) 8,694.29 ReV.1510 EX + (1-911 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INI-ERITANCE TAX RETIJRN RESIDENT DECEDENT ESTATE OF Shimer, George W. FILE NUMBER 21-02-1053 This schedule must be completed and flied if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY INCLUDE 1'HE tw.E. OF 1HE iAANSFEREE, lliElR REtATlONSH1P TO DECEDeNT ANDTHE DATE OF TRANSFeR. ATTACH A COPY OF THe DEED FOR REAl ESTATE. - common stock DATE OF DEATH VALUE OF ASSET 1,516.00 D~S INTEREST 100.00 ITEM NUMBE' 1. ABX 2 800 Bell Atlantic - Now Varizon Communications -common stock 29,256.00 100.00 3 900 Be11South - common stock 23,040.00 100.00 4 180 A T & T - common stock 4,671.00 100.00 5 1389 shares SBC Communications - common stock 34,683.33 100.00 6 1000 Lucent Technologies - common stock 960.00 100.00 7 291 Com.cas t - common stock 7,085.85 100.00 8 4 shares Agere Systems Class A - common stock 4.00 100.00 9 102 shares Agere Systems (Class B) - common stock 103.02 100.00 10 372 MCI World Com, Inc. - common stock 37.20 100.00 11 14 shares Worldcom, Inc. - common stock 1.54 100.00 12 100 Nippon Telegraph & Tele - common stock 1,890.00 100.00 13 400 shares Ericsson - common stock 2,860.00 100.00 14 3584 Exxon Mobil - common stock 125,834.24 100.00 15 2,000 Exxon (Now Exxon Mobil) - common stock 70,200.00 100.00 Total from cont~nuation pages.... TOTAL (Also enter on line 7, Recapitulation) $ (If more space Is needed, Insert additional sheets of same size.) 2W46AF 2.000 EXCLUSION (IF APPLlCABLe\ 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TAXABLE VALUE 1,516.00 29,256.00 23,040.00 4,671.00 34,683.33 960.00 7,085.85 4.00 103.02 37.20 1.54 1,890.00 2,860.00 125,834.24 70,200.00 :.!23,::l!l4.17 525,536.35 , , Estate of: Shimer, George W. Schedule G -- Inter-vivos Transfers & Misc. Non-probate Property tem No. Description 16 332 El Paso Corp - common stock 17 397 Burlington Resources - common stock 18 356 Anglo American PLC - common stock 19 100 Barrick Gold Corp. - common stock 20 3000 General Electric - common stock 21 348 Progress Energy, Inc. - common stock 22 274 Progress Energy, Inc. Contingent Value Obligations - common stock 23 60.806 American Electric Power - common stock 24 450 Conectiv, Inc. - common stock 25 75 Conecti.v Class "A" 26 600 Burlington Northern Santa Fe - common stock 27 36.021 Burling Northern Santa Fe - common stock 28 1600 Starbucks Corp. - common stock 29 100 Hershey Foods - COmmon stock 30 1000 Singer Corp. Date of death Value of asset 2,612.84 15,979.25 4,773.96 1,516.00 78,720.00 14,132.00 0.01 1,498.87 3,802.50 549.75 15,534.00 932.58 38,288.00 6,540.00 0.00 % of Deed's Interest 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 Exclusion (If applicable) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Page 2 21-02-1053 Taxable Value 2,612.84 15,979.25 4,773.96 1,516.00 78,720.00 14,132.00 0.01 1,498.87 3,802.50 549.75 15,534.00 932.58 38,288.00 6,540.00 0.00 . Estate of: Shimer, George W. Schedule G -- Inter-vivos Transfers , Misc. Non-probate Property Page 3 21-02-1053 tem Date of death % of Deed's Exclusion Taxable Value No. Description Value of asset Interest (If applicable) 31 1000 TTR, Inc. 160.00 100.00 0.00 160.00 32 7000 International Digital 0.01 100.00 0.00 0.01 Holding, Inc. 33 44 shares LCA-Vision 123.20 100.00 0.00 123.20 34 3700 Tri Valley Corp. - common 6,623.00 100.00 0.00 6,623.00 stock 35 PAX - SwissFlex - Annuity CHR 31,608.20 100.00 0.00 31,608.20 - Beneficiary Robert W. Shimer, Successor Trustee - Policyholder George W. Shimer TOTAL. (Carry forward to main schedule) . . . . . . 223,394.17 REV.1511 EX.+(1.Q7) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA IN-lERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shimer, George W. FILE NUMBER 21-02-1053 Debts of decedent must be I'9Dorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Cremation Society of Pa. 1,200.00 2 Garden Path Gifts - funeral flowers 318.00 3 Christ Presbyterian Church - Memorial Service 300.00 4 Rev. Charles Eid1er - officiating at memorial service 250.00 5 Rev. Tim Roach - officiating at memorial service 250.00 B. ADMINISlRATlVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representatlve{s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Comm/sslon Paid: 2. Attorney Fees Name: John S. Hibschman I Esq. 2,200.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Cla/mantto Decedent 4. Probate Fees 0.00 5. Accountant's Fees 0.00 5. Tax Return Preparers Fees 0.00 7. Real Estate appraisal 325.00 B Personal Property Appraisal 175.00 9 Register of Wills - probate 350.00 TOTAL. (Also enter on line 9, Recapitulation) $ 5,368.00 2W46AG 2.000 (If more space is needed, Insert additional sheets of same size) REV-1513 EX~ (9-tlO) , SCHEDULE J BENEFICIARIES COMMOIWVEALTH OF PENNSYLVANIA INl-ERtTANCE TAX RETURN AESlDENTOECEOENT ESTATE OF Shime Geor"'" W. NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal dlslribullons, and Iransfen under Sec, 9116 (al (1.2)] Shimer, Robert W. 1225 Leesport Rd. Leesport, PA 19533 1. 2 Shimer, Stephen D. 3149 Sonoma Valley Fairfield, CA 94534 FILE NUMBER 21-0"-'n5~ RELATIONSHIP TO DECEDENT Do Not List Trust8e(s) Son Son AMOUNT OR SHARE OF ESTATE 281,893.82 281,893.82 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN f>OOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABlE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Christ Presbyterian Church - Camp Hill, PA. 2 Johns Hopkins UniverSity 3 Columbia University 2W46A11.000 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space IS needed, Insert adclttlonal sheets of the same size) 10,000.00 10,000.00 10,000.00 $ 30,000.00 <4<~ ' ~ LAST WILL AND TESTAMENT , OF GEORGE W. SHIMER I, GEORGE.W. SHIMER, presently residing and domiciled at 414 Allendale Way, (Lower Allen Township), Camp Hill, Pennsylvania, declare this to be my Last Will and hereby revoke all Wills which I have previously made. ITEM I: I appoint my son, ROBER7' W.SHIMER as the Executor of my estate. If he .is unable to serve in this capacity or' unable to conclude the administration of my esta~e, I appoint my son, STEPHEN D. SHIMER, as Executor of my estate. I~,he is unable to serve in this capacity or unable to conclude the administration of my estate, I appoint Dauphin Deposit Bank and Trust Company as the executor of my ,! estate. ITEM II: I direct that all taxes. that may be assessed in consequence of my death, of whatever.~ature and by whatever jurisdiction imposed~ shall be paid as a part of- the cost of admin- istration of my estate. I call to the attention o~ my Executor a provision in that certain Revocable Living Trust created by me on March 29, 1993 (as amended October 28, 1994) authorizing the Trustee, in his discretion, to advance funds from the Tro~t to my probate estate, shduld the same be necessary, for the payment of any part or all of the death taxes or costs of administration of my estate. page 1 of 2 initials ~ ., ~"W, .. ITEM III: To Columbia University School of Medicine, in memory of my father-in-law Frederick B. Flinn, Ph.D. I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM IV: To Johns Hopkins University, in memory of my father-in-law Frederick B. Flinn I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM V: To Christ Presbyterian Church, located in my community of Allendale, I bequeath the sum of Ten Thousand dollars ($10,000.00). ITEM VI: The residue of my estate, of whatever nature and wherever situate, shall be distributed to the Trustee of that certain Revocable Living Trust created by me on the 29th day of March, 1993, (as amended October 28, 1994) to be administered and distributed in accordance with that Trust Agreement. IN WITNESS WHEREOF, I have hereunto set my hand this 28th day of November, 1996. ~~A'~~ Geor e W. Shimer The preceeding instrument, consisting of this and one other typewritten page, each identified by the initials of the Testator, was on the date hereof signed, published and declared by GEORGE W. SHIMER, the Testator therein named, as and for his Last Will, in the presence of us, who, at his request, in his presence and in the presence of eachother, have subscribed our names as witnesses hereto. ~6Y/;/4/ 1M, j(J{j d tf{.{ ~~'f~k'~ 7 /,t' ~" ::T(J// Residing at ) ,/sJ,!ell?;- IJf ;Yew /-fA",,/;erlttl1l/ ~ I -rd7f./ Residing at -2- initials: ~ . , , AMENDMENT TO TRUST AGREEMENT THIS TRUST AGREEMENT AMENDMENT made and executed in duplicate this 28th day of October, 1994, by GEORGE W. SHIMER of 414 Allendale Way, Camp Hill, pennsylvania, "Settlor" of a certain trust executed by him as settlor and accepted by him as trustee and accepted by his son Robert W. Shimer as successor trustee on March 29, 1993 WIT N E SSE T H: WHEREAS, Settlor has previously executed in duplicate a revocable trust agreement dated March 29, 1993; and, WHEREAS. by paragraI;lh SIXTH of said t,rust agreement, Settlor reserved unto himself the power to revoke, modify, amend, alter or supplement, that trust agreement. NOW, THEREFORE, the Settlor, intending to be legally bound, hereby amends and modifies said trust agreement as follows: paragraph FIRST is hereby amended to read as follows: FIRST: Trustee shall hold, manage, invest and reinvest the TRUST ESTATE and shall pay the net income therefrom and the principal thereof as follows: A. Thlrina the life of the Settlor. 1. Trustee shall pay the net income therefrom in convenient installments to Settlor during his lifetime, or, at the discretion of the Trustee, shall add the same to the principal of the Trust Estate. 2. Trustee shall payor use, expend and apply such amount and amounts of income or principal to or for the benefit of the Settlor as: (a) Settlor shall direct in writing, and/or (b) Trustee shall determine from time to time as are necessary for the comfortable support, maintenance, medical care and nursing care of Settlor. TO assist Trustee in making such determin- ations, it is the express intention of Settlor in creating this trust to benefit himself rather than any remainderman hereunder, and Settlor directs and authorizes Trustee to be liberal in using, expending and applying principal for his benefit, even to the point of exhausting the same if necessary. B. U~on the death of the Settlor. 1. Upon the death of the Settlor, Successor Trustee shall pay the then remaining trust principal and income as follows: Page 1 of 5 . - (a). Fifty percent (50%) of the residue shall be distributed to Settlor's son Robert W. Shimer. (b) Fifty percent (50%) of the residue shall be distributed to Settlor's son Stephen D. Shimer. (c) upon receipt by this trust of the net distributable proceeds from Settlor's probate estate, if any, Successor Trustee shall then distribute any such additional proceeds as follows: (i) Fifty percent (50%) to Settlor's son Robert W. Shimer; (ii) Fifty percent (50%) to Settlor's son Stephen D. Shimer. (d) If either of Settlor's sons predecease Settlor, leaving issue who survive the death of Settlor, the surviving issue shall take the parent's share ~ sti~eR. (e) If one of Settlor's sons predecease Settlor without leaving issue to survive the death of Settlor, the deceased son's share shall be distributed to Settlor's surviving son. (f) If both of Settlor's sons predecease Settlor, the alternate Successor Trustee specified in part SEVENTH, of this Trust shall distribute the residue as follows: (i). To Christ Presbyterian Church, loca- ted in the community known as Allendale, in the borough of Camp Hill, Pennsylvania the annual sum of $2,000.00. This sum to be paid annually on a date selected at the discretion of said alternate Successor Trust- ee. The date so selected for first payment shall continue to be the date of annual payment for all succeeding years unless said Church shall re- quest a different date of payment. Said alternate Successor Trustee is hereby directed to honor such request of said church unleSs there is a clear and convincing business reason to continue annual payments on the date selected by the alternate Successor Trustee. (ii). To a prospective college or trade school student living in Harrisburg or in the local surrounding commun- ity, the annual sum of $10,000.00 for a period not to exceed four conse- cutive years to be used solely by that person for his or her College or Trade School education at the school of the reCipient's choice. The re- cipient of this distribution shall be selected without regard to race, religion, creed or sex. A new recipient for this distribution shall be selected every four years, or more often as appropriate, if the previous recipient has elected to attend school for less than the full four years allowed. It is the expressed intention of Settlor that only one distri- bution of $10,000.00 under this subparagraph (f) (ii) shall occur each year. Page 2 of 5 The only requirement for continued receipt of the distribution under this subparagraph (f) (ii) shall be that the person, once selected, continue his or her studies, allowing of course for customary summer breaks. It shall not be a requirement that the person selected attend a four year college or four year curriculum of study. It is only the intention of Settlor that the distribution required under this subpara- graph (f) (ii) not continue for more than four years to any particular recipient. Selection of recipients for distribution under this subparagraph (f) (ii) shall be made by the alternate Successor Trustee but not without the consultation, advice and recommendation of Christ presbyterian Church through its authorized representative(s} unless the church expresses its unwillingness to provide such consultation, advice and recommendation in which case the selection of the recipient shall be at the sole discretion of the alternate Successor Trustee. Said alternate Successor Trustee, may, at its sole discretion, choose to broaden the number of applicants for this distribution by advertising for prospec- tive applicants in the local newspaper(s}. It is Settlor's expressed intention that recipients be selected for receipt of the distribution required by this subparagraph (f) (ii) on the basis of the following critieria: (a) The likelihood that the recipient would be unable to receive an education of his or her choice except for the distribution made hereunder. This criteria shall be interpreted to mean that the recipient's immediate family, even though willing, is unable, applying the criteria of reasonableness, to provide the necessary financial support for the education the prospective reci- pient seeks. By applying a test of "reasonableness", it is simply the Settlor's intention to convey the idea that the unwillingness or inabil- ity of a recipient's parents or guardian to engage in "heroic efforts" are not a basis for disqualifying a prospective recipient. Moreover, if all expenses (including tuition, books, room and board, etc.) associa- ted with attendance at the school of recipient'S choice exceed the sum of $10,000.00 per year, it is not the intention of Settlor to exclude such a prospective recipient from consideration. Distribution hereunder may be made in conjunction with other gifts, grants andj or scholarships which, in total, allow a prospective recipient to attend the school of his or her choice. (b) The recipient has demonstrated in whatever way is deemed satisfactory to said alternate Successor Trus- tee, again applying a standard of reasonableness, the recipient is de- serving of the financial help offered by this distribution. By "deser- ving of financial help", it is the Settlor's intention only to convey the idea that, in light of what is reasonably known about the prospec- tive recipient, his background and his stated life goals, said alternate Successor Trustee can reasonably conclude that education of the reci- pient is likely to benefit his or her community. Page 3 of 5 . . . The decision of the alternate Successor Trustee, in selecting a recipient for the distribution hereunder is final and is not subject to appeal or revision. Any challenge, legal or otherwise by a prospective recipient to a decision of the alternate Successor Trustee shall auto- matically disqualify said propective recipient from any distribution required hereunder. Distribution of cash proceeds under this subparagraph (f) (ii) shall be made each year in memory of Settlor and his loving wife Jean Douglas Shimer, who expressed throughout her life an abiding faith in the importance of education. Nothing in this subparagraph (f) (ii) or the preceeding subparagraph (f) (i) shall be construed or interpreted to conveyor confer upon Christ Presbyterian Church or any student scholarship recipient an interest in realty. Paragraphs SECOND thru ELEVENTH of the trust agreement continue to read as stated in the original document executed on March 29, 1993. In WITNESS WHEREOF, the Settlor has executed this Trust Amendment on the day and year first above written. Amendment Accepted: G~o:;{~S~ , Shimer, "Successor Trustee Amendment Accepted: Commonwealth of Pennsylvania county of Cumberland On this, the 28th day of October, 1994, before me, .LuuD.4- Jtr. (u \'\ \ , the undersigned officer, persons,lly appes,red Georg . Shimer known to me (or satisfactorily proven) to be t~e person whose e is subscribed to the within instrument as both "Sect:j.Rr'!' and "Trustee" and who, before me, did execute the same in bot;:~ Qapacities and acknowledge that he executed the same for the purposes therein contained. ~. c1~ I ^^ f'"1 ('1 -; .. "" t OJ.....-, My C~ission expire : t J Page 4 of 5 Notarial Seal Unda L Maugans, Notary Pubic Lemoyne Bora, Cumberland County My Commission Expires Feb. 17, 1997 r, Pennsylvania Association 01 . " . Commonwealth of Pennsylvania County of Cumberland On this. the 28th day of October, 1994, before me, L\ v0D A . the undersigned officer, personally Robert W. Shimer known to me (or satisfactorily proven) to be the per n whose name is subscribed to the within instrument as "Successor Trustee" and who, before me, did execute the same, and acknowledge that he executed the same for the purpose therein contained. ~rJCL~~,~(Q~~.J MY commission expires: Notarial Seal linda L Maugans, Notary P\JbIic L.emoyne Born. Cumberland County My Commission Expires Feb. 17, 1997 r.~ of Page 5 of 5 - -- "".... > TRUST AGREEMENT THIS TRUST AGREEMENT made and executed in duplicate this 29th day of March, 1993, by and between GEORGE W. SHIMER of 414 Allendale Way, Camp Hill, pennsylvania (hereinafter referred to as "Settlor"); GEORGE W. SHIMER of 414 Allendale Way, Camp Hill, Pennsylvania, 17011, (herein- after referred to as "Trustee"); and ROBERT W. SHIMER of RD 1, Box 1079, Leesport, PA., 19533, (hereinafter referred to as "Successor Trustee"). WIT N E SSE T H: WHEREAS. Settlor desires to create a revocable trust of property hereinafter specified for the purposes hereinafter set forth; and, WHEREAS, Settlor has assigned, conveyed, transferred and delivered to Trustee the property listed and set forth in the Schedule hereto annexed, made a part hereof and marked "Exhibit "A", all of which prop- erty is hereinafter referred to as the "Trust Estate"; and, WHEREAS, Settlor also desires and intends that this Trust be the vehicle for the final disposition of his estate and to that end has executed a "pour over" will which directs that any assets that Settlor may own outright at the time of his death be conveyed and transferred into this trust for distribution. NOW, THEREFORE, the parties hereto. intending to be legally bound, mutually agree as follows: FIRST: Trustee shall hold, manage, invest and reinvest the TRUST ESTATE and shall pay the net income therefrom and the principal thereof as follows: A. Thlring the life of the Settlor. L Trustee shall pay the net income therefrom in convenient installments to Settlor during his lifetime, or, at the discretion of the Trustee, shall add the same to the principal of the Trust Estate. 2. Trustee shall pay or ~se, expend and apply such amount and amounts of income or principal to or for the benefit of the Settlor as: (a) Settlor shall direct in writing, and/or (b) Trustee shall determine from time to time as are necessary for the comfortable support, maintenance, medical care and nursing care of Settlor. To assist Trustee in making such determin- ations, it is the express intention of Settlor in creating this trust to benefit himself rather than any remainderman hereunder, and Settlor directs and authorizes Trustee to be liberal in using. expending and applying principal for his benefit, even to the point of exhausting the same if necessary. Page 1 of 9 . . . B. tJ;pon the death of the Settlor. 1. upon the death of the Settlor, Successor Trustee shall pay the then remaining trust principal and income as follows: (a) To Columbia University School of Medicine, in memory of Frederick B. Flinn, Ph.D., Settlor's father-in- law, Ten Thousand dollars ($10,000.00). Distribution to Columbia University School of Medicine may, at the discretion of Successor Trustee, be in the form of either cash or stock. If distribution is in the form of stock, the market value of the shares selected to effect the distribution hereunder shall be determined, at the sole discretion of the Successor Trustee, to be either: (i) the market value of the selected shares at the close of business on the date of Settlor's death, or if Settlor's death occurs on a non business day, the market value of the selected shares at the close of business on the first business day following the death of Settlor; or (ii) the market value of the selected shares at the close of business on a day selected by Successor Trustee, provided the business day so selected is not later than 6 months from the date of Settlor's death. (b) To Johns Hopkins University, in memory of Frederick B. Flinn, Settlor's father-in-law, Ten Thousand dollars ($10,000.00). Distribution to Johns Hopkins university may, at the discretion of Successor Trustee, be in the form of either cash or stock. If distribution is in the form of stock, the market value of the shares selected by Trustee to effect the distribution hereunder shall be determined, at the sole discretion of the Successor Trustee, to be either: (i) the market value of the selected shares at the close of business on the date of Settlor'S death, or if Settlor's death occurs on a non business day, the market value of the selected shares at the close of business on the first business day following the death of Settlor; or (ii) the market value of the selected shares at the close of business on a day selected by Successor Trustee, provided the business day so selected is not later than 6 months from the date of Settlor's death. (C). Fifty percent (50%) of the residue shall be distributed to Settlor'S son Robert W. Shimer. (d) Fifty percent (50%) of the residue shall be distributed to Settlor'S son Stephen D. Shimer. (e) Upon receipt by this trust of the net distributable proceedS from SettlOr'S probate estate, if any, Successor Page 2 of 9 . , Trustee shall then distribute any such additional proceeds as follows: (i) Fifty percent (50%) to Settlor's son Robert W. Shimer; (ii) Fifty percent (50%) to Settlor's son Stephen D. Shimer. (f) If either of Settlor's sons predecease Settlor, leaving issue who survive the death of Settlor, the surviving issue shall take the parent's share ~ sti~es. (g) If one of Settlor's sons predecease settlor without leaving issue to survive the death of Settlor, the deceased son's share shall be distributed to Settlor's surviving son. (h) If both of Settlor's sons predecease Settlor, the alternate Successor Trustee specified in part SBVE&~H, on page 7 of this Trust shall, after the distribution to Columbia Univer- sity School of Medicine and Johns Hopkins University as specified above, distribute the residue as follows: (i). To Christ presbYterian Church, loca- ted in the community known as Allendale, in the borough of Camp Hill, pennsylvania the annual sum of $2,000.00. This sum to be paid annually on a date selected at the discretion of said alternate Successor Trust- ee. The date so selected for first payment shall continue to be the date of annual payment for all succeeding years unless said Church shall re- quest a different date of payment. Said alternate Successor Trustee is hereby directed to honor such request of said church unless there is a clear and convincing business reason to continue annual payments on the date selected by the alternate Successor Trustee. (ii). To a prospective college or trade school student living in Harrisburg or in the local surrounding commun- ity, the annual sum of $10,000.00 for a period not to exceed four conse- cutive years to be used solely by that person for his or her College or Trade School education at the school of the recipient'S choice. The re- Cipient of this distribution shall be selected without regard to race, religion, creed or sex. A new recipient for this distribution shall be selected every four years, or more often as appropriate, if the previous recipient has elected to attend school for less than the full four years allowed. It is the expressed intention of Settlor that only one distri- bution of $10,000.00 under this subparagraph (h) (ii) shall occur each year. The only requirement for continued receipt of the distribution under this subparagraph (h) (il) shall be that the person, once selected, continue his or her studies, allowing of course for customary summer breaks. It shall not be a requirement that the person selected attend a four year college or four year curriculum of study. It is only the page 3 of 9 . , intention of Settlor that the distribution required under this subpara- graph (h) {ii) not continue for more than four years to any particular recipient. Selection of recipients for distribution under this subparagraph (h) (ii) shall be made by the alternate Successor Trustee but not without the consultation, advice and recommendation of Christ Presbyterian Church through its authorized representative(s) unless the church expresses its unwillingness to prOVide such consultation, advice and recommendation in which case the selection of the recipient shall be at the sole discretion of the alternate Successor Trustee. Said alternate Successor Trustee, may, at its sole discretion, choose to broaden the number of applicants for this distribution by advertising for prospec- tive applicants in the local newspaper(s) . It is settlor's expressed intention that recipients be selected for receipt of the distribution required by this subparagraph (h) (ii) on the basis of the following critieria: (a) The unlikelihood that the recipient would be able to receive an education of his or her choice except for the distribution made hereunder. This criteria shall be interpreted to mean that the recipient's immediate family, even though willing, is unable, applying the criteria of reasonableness, to provide the necessary financial support for the education the prospective reci- pient seeks. By applying a test of "reasonableness", it is simply the Settlor's intention to convey the idea that the unwillingness or inabil- ity of a recipient's parents or guardian to engage in "heroic efforts" are not a basis for disqualifying a prospective recipient. Moreover, if all expenses (including tuition, books, room and board, etc.) associa- ted with attendance at the school of recipient'S choice exceed the sum of $10,000.00 per year, it is not the intention of Settlor to exclude such a prospective recipient from consideration. Distribution hereunder may be made in conjunction with other gifts, grants and/ or scholarships which, in total, allow a prospective reCipient to attend the school of his or her choice. (bl The recipient has demonstrated in whatever way is deemed satisfactory to said alternate Successor Trus- tee, again applying a standard of reasonableness, the recipient is de- serving of the financial help offered by this distribution. By "deser- ving of financial help", it is the Settlor's intention only to convey the idea that, in light of what is reasonably known about the prospec- tive recipient, his background and his stated life goals, said alternate Successor Trustee can reasonably conclude that education of the reci- pient is likely to benefit his or her community. The decision of the alternate Successor Trustee, in selecting a recipient for the distribution hereunder is final and is not subject to appeal or revision. Any challenge, legal or otherwise by a prospective recipient to a decision of the alternate Successor Trustee shall auto- matically disqualify said propective recipient from any distribution required hereunder. Page 4 of 9 . . Distribution under this subparagraph (h) (ii) shall be made each year in memory of Settlor and his loving wife Jean Douglas Shimer, who expresSed throughout her life an abiding faith in the importance of education. SBCQND: If any beneficiary, including Settlor, in the opinion of Trustee is unable to handle his or her affairs because of youth (prior to attaining the age of thirty (30) years), illness, disability or other condition, Trustee during such period of minority or disability shall retain whatever principal or income such beneficiary otherwise would be entitled to receive under this Trust Agreement and shall use, expend and apply the same as Trustee shall consider necessary and proper for the comfortable support, maintenance, medical care, nur- sing care and education (including education at institutions of higher learning) of such beneficiary, accumulating any income not needed fOr such purposeS. THZRD, No interest hereunder shall be assignable, volun- tarily or involuntarily by a beneficiary or be available to anyone having a claim against a beneficiary. FOURTH: All shares of income or principal hereby created shall be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any writ of attachment or execution. P:IFTH: In addition to the powers granted by law, Trustee shall have the following powers in administering the Trust Estate and any trust property or trust assets held for a minor or a beneficiary under disability and all powers hereby conferred upon the Trustee are exercisable in the Trustee's absolute discretion and without order or leave of court: A. To retain any or all Trust assets without regard to any principal of diversification, risk or productivity. B. To invest in all forms of property without restriction to investments authorized for any type of ficuciary. c. To compromise any claim or controversy. D. To loan money, at Trustee's sole discretion, to Settlor's probate estate. E. TO borrow money and to mortgage or pledge any real or personal property. F. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases all for such prices and upon such terms and conditions as Trustee deems proper. page 5 of 9 G. To allocate receipts and expenses to principal or income or partly to each as Trustee deems proper. H. To repair, alter or improve any real or personal property. I. To distribute in cash or in kind or partly in each at valuations fixed by Trustee. J. To purchase investments at premiums and to charge premiums to income or principal or partly to each. K. To subscribe for or to exercise options for stocks, bonds or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure; or voting trust and to deposit securities thereunder; and to generally exercise all the rights of security holders. L. To register securities in the name of a nominee or in such manner that title shall pass by delivery. M. To assume continuance of the status of any benefi- Ciary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable, without liability for disbursements made on such assumPtion. N. To add to the principal of any trust created by this instrument any real or personal property received from any person by Deed, by Will or by any other manner. O. TO exercise all power, authority and discretion given by this instrument after the termination of any trust created herein until the same is fUlly distributed. P. TO commingle any trust assets created by this instrument in anyone or more common funds for greater convenience and flexibili ty. Q. To employ attorneys, accountants, engineers and such other persons, professional or otherwise, as may be necessary for the proper administration of this trust, and to pay their compensation from such funds. R. To purchase from trust funds any type of insurance which Trustee deems to be in the best interest of the beneficiary. S. If Settlor has a probate estate at the time of Sett- lor's death, to advance funds to said estate if the assets and amounts of such estate are reasonably estimated, after due diligence, to be in- sufficient for the payment of any part or all of the death taxes or costs of administration of said estate. T. To open any checking or savings account deemed necessary in the Trustee's sole discretion to effect and further the other powers granted herein. page 6 of 9 . " . U. TO open a brokerage account with a securities broker for the investment and reinvestment of the trust assets and for investment advice with respect thereto. SIXTH: Settlor reserves the tollowing powers to himself personally: A. TO make additions to or withdrawals from the Trust Estate in cash or in kind. All withdrawals shall be by an instrument in writing signed by the Settlor and delivered to the Trustee. B. To revoke, modify, amend, alter or supplement this Trust Agreement in whole or in part by an instrument in writing signed by Settlor and delivered to Trustee. SBVBNTH: Upon the death or physical or mental disability or incompetency of Trustee, then Robert w. Shimer, named previously on page 1 hereof as Successor Trustee shall become and is hereby appointed the Trustee hereunder with all of the rights, powers and duties of Trustee. The physical or mental disability or incompetency of Trustee necessary to empower the Successor Trustee to act hereunder shall be such that the Trustee cannot perform all or a substantial portion of his duties hereunder. Such physical or mental disability or incompetency shall be certified by Trustee's attending phYSician. Upon the receipt and presentation of such certificate of Trustee'S attending phYSician all persons shall accept the Successor Trustee as the Trustee of this Trust. In the event that at the time of the death or physical or mental diSability or incompetency of Trustee his son, Robert W. Shimer, is deceased, or otherwise unable to function as Successor Trustee hereunder, Settlor's son Stephen D. Shimer is hereby appointed as Successor Trustee. In the unlikely but possible event that, at the time of the death or physical or mental disability or incompetency of Trustee, both Robert W. Shimer and Stephen D. Shimer are deceased, then and only then, DAUPHIN DEPOSIT BANK AND TRUST COMPANY of Harrisburg, Pennsylvania is hereby appointed as alternate Successor Trustee and shall become the Trustee hereunder with all of the rights, powers and duties of Trustee. BIGHTH: Trustee or any Successor Trustee duly appointed hereunder shall be compensated, if he so chooses, in accordance with the schedule of fiduciary compensation in force from time to time at Dauphin Deposit Bank and Trust Company, Harrisburg, pennsylvania. No bond shall be required of either the Trustee or any Successor Trustee for the performance of his duties. NINTH: The assets and property, whether real, personal, tangible or intangible listed on Exhibit A attached hereto are not intended to be an exclusive or exhaustive listing of the Trust Estate. Settlor may, at his discretion, from time to time, transfer or convey :Page 7 of 9 .. . '. additional assets into this Trust. Additions to the Trust Estate may be noted on Exhibit A by typewriting or may be hand written by Settlor. Settlor may, at his discretion, place his initials next to any such items of the Trust Estate added to the list on Exhibit A. TENTH: The provisions of this Trust Agreement are severable. If any court of competent jurisdiction shall find one or more provisions of this Agreement to be void, voidable, or unenforceable, it is the explicit intention of the parties that the remaining provisions shall remain in full force and effect. ELBVRNTH: This Trust is created and accepted in the Commonwealth of pennsylvania and shall in all respects be governed by its laws and shall have its situs in cumberland County, pennsylvania. In WITNESS WHEREOF, the parties hereto have executed this Trust Agreement on the day and year first above written. ~ Gear w. Shimer, "Settlor" Accepted: Commonwealth of Pennsylvania County of cumberland On this. the 29th day of March, 1993, before me, ,qL~"j ;; . M (= ....... I ,vt {-J! , the undersigned officer. personally appeared George W. Shimer known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument as both "Settlor" and "Trustee" and who, before me, did execute the same in both capacities and acknowledge that he executed the same for the purposes therein contained. ~~o~='~ AlanS.=~1'Idc ~~=~1995 Me_. page 8 of 9 ,~ . . ,( ~ . Commonwealth of Pennsylvania County of Cumberland On this, the 29th day of March, 1993, before me, ;'?7L~~ ~ fYle. >Y'l I ..I66t , the undersigned officer, personally appeared'Robert W. Shimer known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument as "Successor Trustee" and who. before me. did execute the same, and acknowledge that he executed the same for the purpose therein contained. @ L?:t;.. commission 'res: My NoIariaJ Seal lienS, Memir'ger, ~Nic ~rg,~COunty My~E>pIiesDec.23.1995 ,Pems AssociaiiOO of NolaiieS Page 9 of 9 '- ...-t".... .....,. EXHIBIT A Settlor's current residence consisting of the real property and all improvements thereon located at 414 Allendale Way, CaIT\P Hill, PA. and also including all personal property and contents therein, including but not ltmited to furniture, fixtures, and all other personal effects of what ever nature. 600 300 300 400 450 697 400 200 1000 290 400 400 500 100 300 100 100 584 100 100 166 ~ ~ A"'~'1 shares shares shares shares shares shares shares shares shares sl1ares shares shares shares shares shares shares shares shares shares shares shares ATT Amertech Atlantic Energy Bell Atlantic Bell South Burlington Resources Burlington Northern Dauphin Deposit Bank & Trust company EXxon (approximately) of Florida Progress General Electric Mobil Oil MacDonalds Hershey Foods PSEG Apple Computer MCI Sonat Waste Management Rite Aid El Paso Gas John Templeton Growth Fund ($10,000 initial investment) USAA Tax Free Funds ($6,000 initial investment) Dauphin County Tax Free Bond ($10,000.00 principal) City of philadelphia Gas Tax Free Bonds ($20,000 principal) Penn Mutual Diversified Two ($20,000 initial investment) 1"10",7" 6()"'E~Y St::orr ACt::OVNT .ti ?~97- 35"77 r ***INVOICE*** . From: Robert R. Jones & Associates 7800 Allentown Blvd. Tax 10 No.: Invoice No.: Date Invoice: Harrisburg PA 17112 25-157-<1961 03060257 ml03 Payment Terms: Date Invoiced Due: 7 m03 Client Case #: ESTATE I PRIV Client Loan #: To: Robert Shimer, Esquire 1225 West Leesport Road Leesport PA 19533 Attention: Terms: 11/2% per month service charge on accounts over 30 days. Products: URAR - Uniform Residential Appraisal THANKS III Total Amount Bl\led: Billed Amount: $325.00 $0.00 $0.00 $0.00 $0.00 $325.00 Borrower. George Shimer Estate 414 Allendale Way Camp Hill PA 17011 Check # Reason: . Invoice Balance Due: Amount Paid: $325.00 Remittance Copy Invoice No.: FileNo.: 03060257 03060257 From: Robert Shimer, Esquire 1225 West Leesport Road Leesport PA 19533 To: Robert R. Jones & Associates 7800 Allentown Blvd. Harrisburg PA 17112 Borrower: George Shimer Estate 414 Allendale Way Camp Hill PA 17011 Total Amount Due: $325.00 Amount Remitted (if different) $ f , . Robert R. JoIM: .~D".ra APPRAISAL OF A SINGLE FAMILY RESIDENCE LOCA TION :414A11end."Way CIIllp H. PA 17011 CLIENT : Robert Sh...... Elqulre 1225 Wilt I..HIpoIt ~ lIapolt, PA 1953S AS OF DATE : Jun. 2S, ZOOS APP RA I S E R :RobIJtR.JoIIII,SRA Robert R. JanIS Appnlun 0s0e0257 I .. Robert R. Jones Appral.era Robert Shimer, esquire 1225 West Leesport Road Leesport, PA 19533 In accordance with :your request, I have personally inspected and appl'll1sed the property located at: 414 A1lendale Way Camp Hili PA 17011 The purpose of the appraisal was to estimate the market value of the property, as improved, in unencumbered fee simple title of ownership. The subject property consists of: . 10 Rooms 4 Bedrooms 3.0 Bath( s) The Spilt Level style residence contains Gross Living Area. 2,184 square feet of It is my opinion that the estimated market value of the property as of June 23, 2003 is $ 157,000 The above information has been automatically extracted from the appraisal and inserted in this cover page. Respectfully submitted, Robert R. Jones, S Robert R. Jones Appral..... ~ " Statement of Limiting Conditions File #: 03060257 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undo stimulus. Implicit in this definition is the consumation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and esch acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative fmancing or sales concessions' granted by anyone associated with the sale. . Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in the market area; these costs are readily identifiable since the seller pays these costs in virtua1ly all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to fmancing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the fmancing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND UMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: I. The appraiser will not be responsible for matters of legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. . 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraisers determination ofits size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has Doted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he nr she makes no guarantee, express or implied, regarding the determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presense of hazardous waste, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field nf environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and cnrrect. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. I i,i I I 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs. or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations. and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial inatitution; or any department agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior wrillen consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Frodctio MIc Porm 439 6-93 Page I of2 Fmnio MM Form 100486-93 Robert R. Jon.. Appral..... ~ , ' 03060257 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: I. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the adjuated sales price of the comparable and, if a significant item In a comparable property is inferior to, or less favorable than, the subject property, I have made a positive adjustment to Increase the adjusted sales price of the compalable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analyses, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. I certity that, to the best of my knowledge and belief: The statements of fact contained in this report are true and correct. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limited conditions, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. 4: I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. . 6. My engagement in this assignment was not contingent upon developing or reporting predetermined results. My compensation for completing this assignment is not contingent upon the development or reporting of a predetennined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. 7. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise slated in the reconciliation section. 8. I have made a personal inspection of the property that is the subject of this report. I further certity that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. No one provided significant professional assistance to the person signing this report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation aeetion of this appraisal report. I certity that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: Ifa supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 414Allendale Way Camp Hill PA 17011 APPRAISER: -~ ~:~igned: I 003 . .. . State Certification #: GA 000386-L PA or State License #: Expiration Date of Certification or License: SUPERVISORY APPRAISER Signature: Name: Date Signed: State Certification #: or Slate License #: Expiration Date of Certification or License: Page 2 of2 Robert R. Jones Appralsera r h OeIcrfDllon UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 03060257 Address 414 A1lendlle Cilv Clmu I Stale PA ZIn Code 17011 Leaal DescriDlion Attached County Cumberllnd Assessor'a Parcel No. Tax Year R.E. Taxea S S.,.".jal Assessmenta S Borrower Geom. Shimer Estate Current Owner Geora. Shlm.r Estat. Qccuruont: r lOwner lTenant I X I Vacant P""",rtv rinhta .n......ieed I X I Fee SimDlel I Leasehold Proiect Tvee I I PUD I I Condominium IHUDNA onlv\ HOAS /Mo. Neiahborhood or Proiect Name AIlendll. Map ReferenceADC Mlp 2O-H-5 Census Tract 019-3240 Sale Price $ N1A Date of S.le N1A Desa1Plion and $ amount of loan challlesllXlflCSllSlons to be paid by saller N1A Lender/Client Rober! Shlm.r, Elqulre Address 1225 W.st Llllport ROld LIIIPort, PA 19533 l.&ll!!aiser Rob.rt R. Jon'l Add~" 7800 AII.ntown Blvd. Hlrrllbum PA 17112 Location 'x Urban .! Suburban - Rural Predominant ~ family hOUSlr I'montlond un % Land use cOe Built up Over 75% 25-75% Under 25% !!!;cupancy P I ~ One family 100 ~Not likely likely I-"- X - Growth rate f- Rapid Stable - Slow .! Owner 1 0 Low 10 2-4 family 0 In process Property value I- Increasing X Stable Declining ~ Tenant 225 Hinh 35 MuKi-family o To: X - Dsrnandlsupply I- Shortage In balance - Ova, supply .! Vacant (0-5%) Predominant Commercial 0 Marketi~ time Under 3 mos. X ~mos. Over 6 mos. Vacant {ova, 5% 170+- 2lJ+. lYac LInd 0 Note: Race and the racial com_ltIon of the neighborhood are not appralaal factora. Neighborhood boundaries and characteristics: For Ippralsal PUrpOlll, th.lubjecta dev.lopm.nt, A1lendll., II considered .. the nelghborhood. Thllllsn old.r establllhed resld.ntlll developm.nt with VlrlOUI d.llgnl. Factors that affect the mar1<alabllity of the properties In the neighborhood (proximity to employment and amenities, employment stability, appeal to mar1<et, ate.): Th. subject Illocsted In the A11.ndll. dev.loum.nt In Lower A11.n T ownlhlp. Th. Ires Is just to the south of the metro Hlrrlsburg/Csmu Hllllrea which II considered to b. the employm.nt cent.r for the region. Ess.ntllll.rvlces snd sm.nltl.llre conv.nl.nt to the lrel. Th. n.lghborhood Is cloll to In Interchlg. for Interetlte 83, which makes III n.lghborhoodl within the Great.r Hlrrlsburg areallhort commut. from th.lubJect propsrty. Hlrrllburg Is the Stat. Clpltollnd II the mllor .mploy.r In the lrealnd .. luch hili v.ry stabilizing .ffect on the economy of the central P.nneylvlnll region. Mar1cat condKlons in the subject neighborhood (Including support lor the above conclusions rslalsd to the trend of property values, damandI.uppIy, and marketing time - - such as data on competitive propartles for sale in the neighborhood, description of the prevalence of sales and financing conoessIons, ate.): County tax lIS...ment recordllnd multi-list statistics for the n.ighborhood Indlcat. that the n.lghborhood price rang. II stabl.. Th. multi-list s.rvlce Ilso Indicates I nlrrow list to sale prlc. ratio of 97% with In av.rag. mlrketlng tlm. of less thin 120 dlye. R_ntIy Int.reat ratII hav. remained gone to th.loweIt lev.lln dICldes Ind Ire expected to remlln at thlllow rate for some tlm.. Preaently financing Is reedlly avllllbl. Ind 1.II.r concesllonllre not prevll.nt Project Infonnatlon for PUDs (If applicable) - - Is the developerlbuild.r in control of the Home Ownefs AssocIation (HOAl? U Yes L!J No Approximate total number of units In the subject project N1A Approximate total number of units for sale in the subject project N1A . '''^mmnn "IAmAnt. , tinnal facilities: N/A Dimensions 164.48 x 166.71 x 161.57 x SO.13x48.78 Topography Slight grad. with streat Sijearea 21,733lq.ft.IPproxlmat.ly .49Acre ComerLot.WVes .WNo Size Av.rag. for th.lrea Specific zoning c1assificeti:~~deScriPtiOn R1 - Slnol. FamilY Eltabllshed Resld.ntlll Shape Rectangullr Zoning compliance 00 legal Legsl ~~ (Grsndf8thered use) U Illegal U No zoning Dnlinage Av.rag. for the area H;"hes! & best use 81 im........t: X Present us. oth.r use lexolain\ View HoullS UtIllt1ee Pu~~ other Off4tte Improvements Type PJ!l1!~ P~ste landacaping Av.rag. for th.lrea Electricity X 200 AmDlrel Street Aephllt ~ - Driveway surface Aephllt Gas Curb/gutter Concrete ~ f- Apparenteassmenls ~ Water X Sidewalk Concrete c! f- FEMA Special Flood Hazard AIea Yes X No Sanitsry sewer X Street lights Non. f- f- FEMA Zone Zon. C Map Date 09-30-77 Storm sewer X A1lev Non. FEMA Man No. 421016B Pln.1 01 of 02 Commenls (apparsnt_ eassmenls, .naoechmenls, .pecial......menls, .Ud. 81081, megel or legal nonconIormlng zoning use, ate): Th.re were no not.d apparent ....menta, .ncrolchm.nte or oth.r conditions which would hav. an advers.lmplct on the subject. No deed was suppll.d to the annralllr. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION - No. of Units On. Foundation Conc Block Slab Ves Area Sq. Ft .0- Roof X No. of Stories Two Exterior WaUs Brlck&Alum Crawl Space Non. % Finished N1A Ceiling Concl Type (Det./Att.) Detach.d Roof Surface AeuShlnal'l Basement Non. Ceiling N1A WaUs Conci X -'0 Design (Style) Sollt Lev.1 Gutters & Dwnspts. Aluminum Sump Pump Non. Walls N1A Floor ~ ~ Existing/Proposed Exlstlno Window Type WoodDIH Dampness No Evld.nce Floor N1A None ~ f- Age (Vrs.) 38 est Storm/Screens Storm Units Settlement No Evld.nce Outside Entry N1A Unknown ~~ EIfsctive An. IV... \ 15 Manufactured Hous. No Inf.station No Evld.nc. ROOMS Fover livinn Dininn Kitchen Den FamilY Rm. Rec. Rm. Bedrooms # Bathe Leund~ other Area So. Ft. Bas.ment ~ Level 1 1 1 1 1 672 Lev.12 1 1 1 560 I I 4 2 952 Finiohed "rea abov. nrade contains: 10 Rooms' 4Bedroomla\' 3.0 Bathis" 2164"nuaN Feet of Gross Livinn Area INTERIOR MaterIaIsICondlt HEATING KITCHEN Eaul~ ATTIC r- AMENITIES - CAR STORAGE: Floors CP&Vn&HW1Gd Type H.W.BB Refrigerator J None f- Flreplacs(s)# F.R. 1 None D Walls Drvwalll Ava. Fuel 011 Range/Ov.n J Stairs f- Patio Garage 1# of cars Trim/Finish Wood I Painted Condition Ava. Disposal J Drop Stair f- Deck Attached XXXXXXXX Beth Floor V1nvl&C.r1Good COOLING Dishwasher J Scuttle r- Porch Encl X Detached Bath Wainscot C.ramic/Avo Central Ves FanIHood .x Floor f- Fence Built-In Doors Wood I Painted oth.r N1A Microwave f- Heated f- Pool Carport Condition Avn. WssherlDrvar Finished Drivewav Asnhalt Additional features (Special energy efficient Items, etc.): V.ry nlc. house on I tree lined streat In I mature n.lghborhood In a convenl.nt location. Enclosed rear porch. Ov.rslzed 1 car garag.. Condition of the improvementa, depreciation (physical, functional and extemal), repairs needed, quality of construction, remodeling/additions, etc. Th.re were no functional or ext.mallnldequeclll noted at the tlm. of the Inspection. Physical d.preclstlon was obs.rved II deferred mllnt.nlnc. on the exterior of the property. All the wood lurfaclllre pealing Ind Ihould b. scraped and pelnted. Th. roof IPpears to hive reached the end of Its ullfulllfe Ind Ihould b. repllced. Both situations will be consid.red In the flnll Vllu. conclusion. Adverse environmental conditions (auch as, but not limKed to, hazardous waates, toxic substances, etc.) present in the improvements, on the site or In the immedi,te vicinity o~:::~ subject property: Unlesl oth.rwll. noted, the apprall.r did not obs.rv. Ind .nvlronm.ntal factors. The a 1_1- nni In llY....it In .1- lI.ill n s Be Form 7D 8-9;' PAGE 1 OF2 Fann. M.e orm lUU4 tJ-l::l Robert R. Jon.. Appral.... [fli:::.-;ji~Iij'" ,;: SecOon ~~~:::;R~~~~ON COST~Ne;;;oi: 'IMPR~~ENTS: Dwelling 2,184 Sq. Ft @ 79.76 = $ 174,196 .0- Sq. Ft. @ 0.00 = 0 EnclOlled porch = 12,000 GlrageICarport ~ Sq. Ft. @ 11.50 = 4,807 Total Estimated Coat New. . . . . . . . . . . . . = $ 191,003 Physical Functional Extemal Less Depreciation 47,7511 3,0001 0 = $ 50.751 Depreciated Value of Improvements. . . . . . . . . . . . . . .. = $ 140.252 "As-is" Value of Site Improvements. . . . . . . . . . . . . . . . . = $ 7,500 IND VALUE BY COST = e ' 1n 752 ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Address 414 A11.ndal. Way 104 Blacksmith Road 1702 Cedar Cliff Drlve 156 Blacksmith Road Camo Hili CamoHIII Camo Hili Camo Hili Proximilv to Subiecl.89 MISSE 0.44 MI W 0.52 MI SSE Sales Price NJA' , 167 SOO 165 000 167 SOO Pric:e/Gross Liv. Areals 0.00 i'" 89.57 128.92 90.05 Data andlor MLS Exterior inspection MLS Exterior In.pectlon MLS Extarlor Inapectlon Verification Source Au...ment Record. Au...ment Record. Aas...ment Record. VALUEAOJUSTMENTS DESCRIPTION DESCRIPTION ..., nl DESCRIPTION .,.'. DESCRIPTION.. Sales or Financing Conv.ntlonal 0 VA 0 Conv.ntlonal Concessions 140 darn 0 15,dom 0 89 dom Dale of SalelTime iliA 05112/2003 0 06127/2003 0 12/1212002 Location Suburban Suburban 0 Suburban 0 Suburban LaasehoklIFee Slmole ee SlmDle Fee SlmDI. 0 Fee SlmDle 0 Fee Slmal. Site 49 Acre Similar 0 Similar 0 Similar View ~ou... HoUIII 0 Hou... 0 HoUIII Desion and Annasl 8DlIt Level - Av". 2 StoN - Avo. 0 SD. Lev.1 " Ava. 0 2 StoN. Avft. OualltvolConstruc:lion Br&Al-Ava. St&Vlnvl .1.500 Br&Vlnvl 0 Aluminum Aoe 8 eat Similar 0 Similar 0 Similar Condition Il.veraae SlmArlor -7,500 Suoarlor -7500 SU'" or Above Grade Total BdlTnsI Baths Total TildnnSl Baths TotaIlBdnnsl Baths Total BdlTnsI Baths Room Count 10 41 3.0 81 41 2.5 500 81 31 2.0 1,500 8 41 2.5 Gross Uvinn Area 2.184!:n. Ft. 1B70s... Fl. 4700 1 3ooSo. Fl. 13300 1 B80s... Fl. Basement&FinishedNoB..em.nt 100%/50% .7,500 100%/75% .10,500 100%/50% Rooms Below Grade NJA Full Bath -2,500 Full Bath .2 500 No Bath Functional Utililv vera"e Avlr8fte 0 Avera"e 0 Av.ra"e Heatina/Coolino .W.BBlCentAlC F.WA/CA 0 F.WA/CA 0 F.WA/CA Enerav Efficient Item torm Units Heat Pumo -2,000 Similar 0 Heat PumD Garaoe/Ceroort 1 Car ov....1zed 2 Car Attached .1,000 2 Car Attached .1 000 2 Car Attached Porch, Patio, Deck, IEnclo.ed rear porch Rear Deck 2,000 Rear Deck 2,000 Rear Deck Fireolaaelsl. etc. k/Fll'8lllace 1/F1.....lace 0 1/Fll8IlIace 0 1/Flreolace Fence Pool etc. None Non. 0 None 0 Non. Othar ....Non. 0 None 0 Non. NetAdi.ltotall TT.j. TXT ~ -14800 I 1+ IXI- $ .HooT 1+ TXL $ Adjusted Sales Price .9 % Net -3 % Net -8 % Net of Comoarable 17"L"'rs ~ 152700.00 23%"'18 ~ 180300.00 15%"'... Is 157400.00 Comments on Sales Compariaon (including the subject property's compatibility to the neighborhood, etc.): Six comparable III.. have bean provided. All the comparabl.. are I... than on. mile from the .ubJect property. Five of the .Ix are located within the sam. dev.IOIlllIent ~ th .ubJect property. An acroea the board adjustment was applied under condltton for the condition of the roof and the extarlor painting required FIlii No. 030602S7 Comments on Cost Approach (auch aa, source of cost estimate sile value, square fool calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): See attached ScooellS for addlttonal commenta on the Cost ~Droach. See Floor Dlan for oroea Ilvlno area calculation.. o o o o o o o o 500 o -7,500 500 4900 -7,500 o o o -2,000 -1000 2,000 o o o .10,100 ITEM SUBJECT Oats. Price, and Data None Source, fur prior sales ""...ment wllhln IsaI ~ecord. Analysis of any current agreement of sale, option, or lIating of the aubject property and analysis of any prior aales of subject and comparables within one year of the dale of appraisal: The subject proparty ,. not currently on the market for aale. COMPARABLE NO.1 Nonaln Isst 12 month. Au...ment Record. COMPARABLE NO.2 Non. In last 12 month. As....m.nt Rcrd. COMPARABLE NO.3 None In last 12 month. Aue..m.nt Rcrd. INDICATED VALUE BY SALES COMPARISON APPROACH. .............................................. $ 157,000 IND ",.. RV "p"Rn"'~H IIIA.......ble\ Estimated Markel Rent SNJA /Mo. x Groos Rent Multinlisr = ~ . 0 This appraisal Is made OO.OS Is' Usubjacl to~, aI1sra\lOns, Inspections or conditions IIs1Bd beIl10I Usubjsct to completion par plans and specifications. Condlllons of Appralaal: The apprellllls completed In the "AS IS" condition. Final Reconciliation: Th. Sales Comparison Approach to valuela considered to be the moat accurate mathod of achieving an utImeted markal value. The Coet Approach usually aets the high limit of value and I. used to aupporl the Sal.. Comparl.on Approech. The lack of data to develop a monthly rent or multtpller forced the .llmlnatlon of the Incom. Approach. Tho purpose of this apprsIsaIls to astimats lha market vaJua oIlha I8ai proparty thalls Iha subject of this report, basad 00 Iha aboVe conditions and the certificatian, contingent and limiting condltions,lIld marks! value daIInltion that are staled In lha attached Freddie Mac Fonn 4391Fannle Mas Fonn l004B (Revised 08193 ). I (WE) ESTIMATE THE MARKET VAlUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF June 23, 2003 (WHICH IS THE D~TE ~NS ECTI~ON AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 157.000 APPRAISER: ....-:::::::; bv'" . SUPERVISORY APPRAISER (ONLY IF REQUIRlro: Sionature . ~ J{/:. ~ Signalure U Did 0 Did Not Nsme Robert R. Jon.. ., Name Inspect Property Date Reoort Sioned 0710512003 U Date Report Signed Stale Certification fI. GA 000388-L Stale PA Stale Certification # ~ ,.. ~ Slale Fann.-ft.. lUU4 IHI;: Proximi to Sub'eel SaletPrice PriQG/Oroa Liv. Area --'" DateofSaleITtmD Locabon ODd . ofCoblbuceiOll 'bon A..... <Jndo Room Count Groll U. Anla Bucmem A FiDiIbtd Room8 Below Onda FUIlCtioaalUtili . 1_ ....... Polio. Deok. F' . etc. F_ Other .... SUPPLEMENTAL SALES 4 5 6 ADDENDUM '1JIllECf s s 90 MLS Exterior Inlpeclon Allesl Recon\l -... DESCRlImO" . S o Conventional o 45 dom 3 000 11/29/2002 o Suburban o Fee Slm Ie o Similar o Houl. OS .Level-Av . -1 500 Aluminum o SImilar -7 500 Su erlor File No. 03060257 No.6 305 Deerfleld Road Cam HIli 0.26 MI ESE 157000 S 130. MLS Exterior Inlpeclon Aaaeaament Recordl . UItmoOt DESCIUPTION . S o Conventional 01dom o 0312812003 o Suburban o Fee Slm II o Similar o Houl.. o .Level-Av. 500 Br. & Alum o Similar -7500 Su rlor . DE8CRlImON Conventional 114dom . :0110312002 Suburban Fee Slm Ie Similar Houl.. 2Sto -Av. Sl&V1n SImilar Su rlor 3.0 o o o o o o o o o o -7500 1,500 13300 -7,500 -2500 o o o -1000 2,000 o o -7500 -9 00 159 800 Net '. Atijutod s... Price of . I1l!M Due. Price aad o.ta Source for prior III. within of A1WyUs olary CUfNI\t....... of.... optioD. or U... ofdw hbjec:t property aM aulyIi. of any prior Rl_ of IUbjOCl and OoinpuUl. within ~)'Nt of Ibo dIto of appraisal: The lubject property II not under contract at the preelnt time. .Ft 2100 .Ft 100%/50% No Bath AVlra e H.W.BBlNone Storm Unlta 1 Car Attached Enclosed rear por 1lFlre lace None None I 2. 1,500 2. 6700 13OO'.Ft 0100%/50% o Full Bath o Avera I o H.W.BBlCentAlC 000 Similar -1 000 2 Car Attached 2,000 Rear Deck o 1lFlre lace -1 000 None o In Ground Pool -800 + X.s -5"".. 2S"On S eNo." Non~ln .Jaat12111qntha AlleasmentRecordl 500 1 300 1 736 -7,500 No.Buemlnt o N1A o Avera I 3500 F.WA/CA o Heat Pum 1 000 2 Car Attached o Rear Deck o 1lFlre lace o La uhed o NO/le -7200 + X. S -1"".. 14%On 156 200 148800 S le No. 6 None In leat 12 monthl AueIament Recorda S ioN ., Noneln 1aat.12f!lonthl AsI.lment Recordl CoInmeatI 011 SalOl eomp.rilOll (iDoludiq tbi aubject~. OOIIlpUibiIity to tbi aaisfaborboocI, etc.): The IIx comparabl.. provide a close range of value. All the comparable lal.. are located within 1 mile of the lubject property. Robert R. Jones Appraise... SUBJECT PHOTOGRAPH ADDENDUM 03010257 Botro_ GeoIge llII'- &fAIt. ~ Addnsa 414 AIIndIIa WIY City CImp HII Loader RDbert lIIIIIMr, &quh County CumbIItInd StaID PA Zip Code 17011 _R._~ FRONT OF SUBJECT PROPERTY REAR OF SUBJECT PROPERTY STREET SCENE , . COM PARABLES PHOTOGRAPH ADDENDUM 03010251 / Ilorro_ George Shimer &taW ~ Addnloa 41.-1011... WIY City Camp H. County lAIde< RDbeIt ShImer, EelIuR CurnbeItInd Slate PA Zip Coda 17011 COMPAJlABL1I SAU 1# 1 104 8laakImlIlI RDad ClmpJlIll DoaofSol. : Solo Prioo Sq.1'l S/Sq. Ft. : Robert R. "- Ap.......... 05I121211OS 117,100 1,170 ..57 COMPARABLE SAU 1#2 1702CedarClllf DrM Campd Doa of Solo : Solo.Prioo Sq.FL S/Sq.FL : 1l8I2Jae03 115,000 1,300 12U2 COMPARABLI SALE 1# 3 1.8ItllbtnllII RoM! Camp. DIdo of Solo : Solo Prioo Sq.1'l S/Sq.1'l : 12/UJ20D2 117,100 1,1l1O .000S ~ COM PARABLES 4 5 6 PHOTOGRAPH ADDENDUM 03010257 Bono_ George ....... EatIdI ~AddnIa 414A11ncUJeW., City c.mp HII County CumIMrlI!Id Loadcor RobIItShlmer. EIq..... StalaPA ZipCodo 17011 COMPARABLIt SALE 1# 4 301 BIIoIl... Road "t"'~.cItUl,'c ' Dote ofSal. : SaI. Prioo Sq. Ft. S/Sq.Ft. : 01ll1312llO2 151,00II 2,100 74.21 COMPARABLIt SALE 1# 5 " 'V1'DliirtWd Ro.d CImp HII Dote ofSal. : ( ,. ,SaIO Priao> Sq.Ft. S/Sq.Ft. : 1112l111OO2 157.000 1,731 110M COMPARABLIt SALE 1# 6 30S DHrlIIld Road ~. ~qfSolo s.i.Priao> Sq.Ft. S/Sq.Ft. : Robert R. J_ AppnlHn oqpoos 18t,OOO 1,300 130.00 ~ ...;".,. TO..... ""'PA"'" APPROACH i ( ( All 6 compe .re 10Clled In th. um. town.hlp 11th. .ubJ~ Allw lIdJUltmenll.re .pplled they provld. . clOl' I'Ing. of velu. for th. .ubject property. Equel weight was given to ell comp'l'Ibl..ln th. fln.1 v,'u, conclu.lon. Th. qU'11ty of construction .dJustm.nts .re .pplled to reflect the ext.rlor flnl.h .nd reflect m.rke! preference to .11 brick or partl.1 brick exterior. On the room count IIn. edjustm.nts.re .pplled forth. belhroom count only. Th. totel room count/room .Ize..re reflected In th. groll living .ree .dJuatm.nts. On th. flrat IIn. of th. bll.m.nt, .djustmenta .re .pplled for the pwcenllg. of flnl.hed .ra .nd .Iso consld.re th. total b.sement .ree. The .econd line .djustm.nt I..pplled for the bethroom count In the basement, which enh.nces th. functlon.11ty of th. flnl.hed b..em.nt. The remelnder of the .djustments are applied for differences and are .elf explanetory. Th. III.. u.ed '"' ce.h or have been adJuated to ce.h equIvalent value. Scope of the Appralul or the Extent of th. Process of Collectlng, Confirming, .nd Reporting Dele: SlInd.rd Rule 2.2(b) of lhe [Uniform SlInd~rd. of. Profenlon.l. ApPI1lI..1 PrsclIce Ilf the Appl'llullnstltuleleete forth the reporting requirements for. Sumll\'!V ApPl'll~1 Report. As.uch.ltp~el1ll only..umm.ry dl.cunlon. of the dell, renonlng .nd .n.Iy...",e! we",used In th.. ~IIPrel~lproc... to the develollth. .ppral.ers.oplnlon of ~.Iu.. Supporting documentetlon the! I. not provlded.wIth th. report, I. reteln.ed In the 'lIprel.e~1 fll.. Th. eppl'Il_ I. not respon.'ble for the un.ulhor!zed u.e of thl. report. 1. The epprelser mId. I phyeleelln.pactlon of the .ubJect property. Thl. Included .n In.pectlon of both th. Interior .nd exterior. The tlderlor In.pactlon Included ob.ervlng th. .Ite and Its' 10cetloR. I plly.leelly lll8IIured th. house from the exterior. Th. Interior In.pectlon con.lsla of a welk through the building. All room. were acc...lble and viewed. 2. Informetlon pertelnlng to reglo",l. city. town.hlp .nd neighborhood I. b.sed on f.cta obtained from org.nlzetlon.lncludlng. but not limited to; County PI.nnlng Commllllon. U.S. Cen.u. Bureeu and IOCII newspaper publlcetlon., etc. The .ppralser h.. person.11y viewed the n.lghborhood. 3. Th.subject property dele I. baaed on th.legal description from the IOCII courthou.e. the County As.e..m.nt OffIce. owner .ndlor p.rtl.. to th. trsnsectlon and p.rsonalln.pectlon. 4. High.at.nd Bell U.e consldera th. phyeleelllpecta of the property. leg.1 p.rmllllblllty .nd n.lghborhood trends. 5. The three trsdltlonel .pproeche. to v.lue were considered In the procell. Cost dele I. .upplled from the [M.rsh.1I and SwIft Coat M.nu.q .nd local builders. The.1te v.lue I. b..ed on seles of v.cant I.nd from within the neighborhood, or .Imll.r n.lghborhood.. Seles del. w.. obtained from e! ....t two of the following .ources ell of wlIlch the .pprel.er believes to be rell.ble; .pprel.er files; the IOCII multl.llatservlce; p.rIIes to the tl'lns.ctlon; courthouse .nd ......ment record.. In most eIIes th.l.ck of rell.blelnformetlon for dev,'opm.nt of . rent multiplier forced the .lIminetlon of the Incom. .ppro.ch. In .ree. where It I. applleeble. It I. .pplled. 6. After analyzing the .vall.bl. deta a final .stlmat. of market value I. made. 7. To devllop th. opinion of v,'ut, the epprelser performed, complet. .ppralsel proc.... .. defined by the Unlfonn SlInd~. of Profenlon.1 P"'ctlce. Thl. m..n. the! no dep.rturea from SlInd.rd 1 were Invoked. Standwd 1 8Ilebllshll the crlterl, for the developm.nt of . reel PI!lPerty ,ppralsel. 8. I have ex.mlned ev.llabl. dele and we. unabl. to find any evldenc. that the .ubJect h.. been lIated "FOR SAlE" recently. Per the attached deed or ......m.nt record., the .ubJect h,. not trsnsferred ownership over the pili 36 month.. Th. aPPl'llser I. not aware of a pending .al.. agreem.nt on the subject properly. PURPOSE OF THE APPRAISAL The purpo.e of the apPI'II.11 I. to estImele mlrkel value. rl ;' FUNCTION OR THE INTENDED USE OF THE APPRAISAL Thll apprallalreport II Intended for ule In a mortgage finance tranlactlon and to alllll the client In estimating Inheritance tax. Thllreport II not Intended for any other ule. INTENDED USER OF THE REPORT The Intended uler of the report Illhown on the apprallal form Itself al the client. No other ullllhould rely on this report. THE FOLLOWING ITEMS SUPPLIED ARE COMMENTS MOST TYPICALLY REQUIRED BY LENDERS TO CLARIFY ASPECTS OF THE APPRAISAL PROCESS. Comments on the coli approach; theestlmlled lite value In the coli approach II baed on recent land 11111 either In the area or competitive locations. The coli figures are utilized are from the Marshall & SwIft Valuation Sarvlce, th_ are verified with local colli. Physical depreclatlon II baed on the agelllfe method. The estlmlled remaining economic life Is 60 years. The commercial and or Indullrlalland use In the area dOli not have an adverse affect on the value and/or marketability of the lubJect property, nor dOli It have a negative Impact on the residentIal ule or enjoyment of the subject property. The lubJect Is over 30 years old and has been modemlzed al neceasary and II marketable In Ita present condition. The effective age II 1111 than 30 years. I am unable to verify thelnlulatlon .R. factor. The presence of UREA.FORMALDEHYDE FOAM INSULATION could not be determined. If UFFlls pl8llnt, the appraised market value may be adversely affected or voided. Any Information about Insulation lilted on the appraisal was provided by Inspection, owner or real estIIe agents and II Illumed to be accurate. The appraiser Is not aware of the exlllence of Ndon'gal and/or rsclondaughten, and lead baaed paint and dOli not have the necllnry equipment to tell for the preaence of aame:lfa future test shoWl unacceptable lavell of radon present or lead baaed paint, the appraised market value may be adversely affected or voided. The property's heating, plumbing and electrical ayllems appear to be functioning proparly to the best of the appraiser's knowledge and expertise. Rooms such as toyer, laundry and bathrooms typIcally are not Included In the total room. Unlell otherNlse noted at the time of the Inspection the roof appears to be In average condition with no Ilgn of leaks on the Interior. The current taxes, shown In the subject section of the attached appraIsal, appear to be rellonable and are In line with other like propertlll In the area. The taxes shown In the subject section of the attached appralsal,areestlmated. The l8IIon for this II thll the subject property has not been _ed for tax pUrpOles at the present time due to the fact that It Is a new constructlon. The subject property Is located In a rural, suburban or smaff town area In which taw tranlfers occur due to the low population density and the Inherent low tumover rate. Appreclatlon facton were celculated at percent a year al per research of market deta In the subject's area. Every effort has beln made to conform to FNMA & FHLMC Guldellnel; and In moll casll, an aven atrIcter Interpretatlon found common to moll Investors In the secondary market has been applied. The appraiser has chosen what are believed to be the b..t comparable sal.. available from merket reaearch. Adjustments In the .Dlrect Sal.. Comparllon Approach. are based on market extraction, not on coli figures. Occasionally It Is nlCllllry to use comparable salea that occurred over six months prior to the effective date of the appraisal, have Individual adjustments exceeding 10% of the comparable's salea price, and that are located more than 1 mile from the lubJect, etc. Every subject properly Clnnot be compared to .Ideal. comparable salea. The appraiser haa chosen the beet lal.. available from the market search which mest Investor underwrltlng llandards and guldellnll eatabllshed by the Apprallallnllltute. ADDITIONAL CERTIFICATION; As of the date of thll report, I have completed the requirements of the continuing educatfon program of the Appralsallnatltute. ADDITIONAL CERTIFICATION; I certify that, to the beet of my knowledge and belief, the reported analYllI, opinions and conclullons were developed, and thll report hal beln prepared, In conformity with the requirements of the Code of Profesllonal ethics and the Standards of Profeaalonal AppraIsal Practice of the Apprallallnstltute. ~. . ADDITIONAL CERTIFICATION; , certlfl that the use of thll report II lubJect to the requirements of the Appralsallnltltutl relatlng to review by Its duly authorlz8d representatlve. ADDITIONAL CERTIFICATION I have no pl'lll8llt or prolp8Clfvelntereat In the property that II the subject of thll report, and no personallntereat with respect to the parties Involved. I have no bla with respect to the property that Is the subject of this report or to the parties Involved with this IIIlgnmenl My engagement In this assignment was not contingent upon developing or reporting pradatennlned results. My compenlatlon for completing this aslgnment II not contingent upon the development or reporting of a predetermined value or direction In value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrance of a subsequent event directly related to the Intended use of thll apprallal. SPECIAL LIMITING CONDITIONS Thll appraisal II not a homeinapectlon and the appraiser II not acting a a hornelnapactor when preperlng the report. The borrower hal the right to have the home Inspected by a professional homelnlpector. When performing the Inlpection of thll property, the appraiser visually observed areas that wera readily acceaalble. The appraiser II not required to disturb or move anything that obstructs access or visibility. When completing the apprallal, a vlluallnlpection wal done In accordance with guidelines. The Inspection II not technically exhaustive. The Inspection does not offer warranties or guarantees of any kind. MOLD: Thera may or may not be mold present In the property. The appraiser II not trained to detect mold. Appraisers Signature Date #3 ,....'.'......'....../ f~ ' '. .' '0'.' , SKETCH ADDENDUM File No: 03060257 Borrower I Clieot George Shimer Estate Property Addnoss 414 A1lendale Way City Camp Hili County Lender Robert Shimer. Esquire Cumberland State PA Zip Code 17011 44.0 Oversized 1 car garage F~at Level Second Level 28.0' 28.0' 44.0 24.0' 7.0. 20.0' 28.0' Third Level 14.0' Forlh Level 20.0' 7.0' 24.0' SKETCH CALCULAll0NS Al : 44.0 x28.0 = 1232.0 Al First Floor 1232.0 I A2: 24.0 x7.0= 168.0 A2 A3: 44.0 x14.0 = 616.0 A4: 24.0 x7.0= 168.0 A3 A4 I Secord Floor 952.0 Tobd UvI"" AIM 2184.0 Robert R. Jon.. Appralee... r'/.. .'()~ ,<,, I ';":.",/' L.VV^ IIVN _... ^LlLlCNLlUM File No: 03080257 BorrOwer C:ieorga Shimer Estate Property Address 414 Allen... Way City Camp Hili Lender Robart Shlmar. esquire County Cumberland Slate PA Zip Code 17011 MA~(C) 98+-2002 TOLE ATLAS NA. INC 2.5 2.0 2.0 SE Robert R. Jon.. Appraise.. -.-- FLOOD MAP 03080257 Borrower/Client George Shimer Estate Property AddIess 414 Allendale Way City Camp Hili Countv Cumberland Lender Robert ShImer, esquire State PA Zip Cod. 17011 Day OboFomu for Wiadowa:, 2000 I800-0ET.DAYI Robert R. Jon.. Apprala.... , Borrower J Client Geollle Shimer Estate Proporty Add,... 4U A1lendlle WIlY City Clmp Hili County Lender Robert Shimer, Esquire CUmberllnd State PA Zip Cod. 17011 iii},. .~~ .-'" ....' .. ....... ...lIrfI,,.... )Or..... .,......... W MIll <I. a.tr~. lab .......1...... SlJtis Jnbtuturt __" tlJe ..;;1;:\\ _or Karc:l". .. ..,,","" __ lAo. __ ....-........ """"""... ".\.n.", tnl''''' <1.93) . ....2'2'" c.o~~. V. Sb~~ ~f c~ ij.\.l],Pan~.Tlv.~ta <'- , """P ....K .. Onuoo 1.........,..,,- Georie Y. ~~9~, ~l'UQt&. ~f . c.r~~in revoeab:~ 1~v1Ri 'truel: d...t.~ M...~.~b ~'i, U'.3 by 4Ilnd bet.Wllen Georie W. Sh1lller. sett1.:>-r. G.""&I W. $l:ll.al6r, T1:'u.t:88 and llober!: 11'. S,,!.lllu. Suec:~..or Tr"-15t.. ~ 1lIIW.... UraD... ,........Nfto - _bus11stfil,'""" ... Wier- GOO'rt!,e Ii. Sh1m~:: ""' _ Ia _.u........ ..... _ .. on. hun~~ed dol:.rl ($lQO.O~) ~ _ ., ..... V"lled _. _ ~. WID hilll .........'"" peI4 W .. ....0. *l .. ...... .. ....,'" _ ~ -.... 1M........ ........... I......., .............~ll --....~_..w,......... _ D t,-IOCI,'" "....,........dOQ .......1it&IIIIlt... .... _. ..... ....... _.". ..w~ t'>.i.. ...... ..01 ....... Al.L 'tlU:'rOl!'rAUI lot: 0: picae "f gl"OUtId nth tho bI>UQ;~t)$" ane! 1apt:oyelllett1:1 !=hll~on erec:u(J I &icua::e 1t:. Lowe::'. Allen 'l'OOltlllhip, Cl1tllhel'l."d C\).lJl:l. t.;r... ...L~....nn. syhanh, bo-~nd.d .nd dU<ldbed in &c::cord..o<:& "'''1:4 II ?l'!t (if J..!!_~ enti;;:eci "$ftctl.on No. 3-4". Alla:ldale. _~b~ O~ .ftcl'''!ll:a'll, I':hU 2r.s-im.n8, oe SbuoJ> IIUl, ?C!lrll.yhan::'ft_1 date:! 3uly 11). t"S, ".ml recexded 1.n l'Ilm 'Book 10, l'IlS. 51, CllIllbRrl&nd C:lllntr 1:_o\,d. {~g :'~11 Ct4~U SeGIIINI)lC at .. p<lint ,In the Weillurl" s:l.d. of All.".;l<tle Way. !I.;:' the cl1.H..,,<;C or l'luee llun:1red 1We1"l! ant tItD one -ttundrlldtha fHt: JlI<lll")JX- ~~ ~~rt:hwardl:r f~~ the No"tb6r~oot ..~r.m1t, o! II tver.ty-f1vw r.~~ rdiu. cur.... which c:nm8(!t" thll said sUe of JIllle':lda:. Way ll"cl the ll",.t.herly aid.. d Lant..rn t=". tbftnoc esee"liitlS ..lotlS Lot l'I:I. 92 South, ";1.>1.1:,.,,1,, degr.... five m1D1;tlill, fift, tour 8ee(\ncl~ WUt, en<> 1undred oi_t,-fcur ,~4 f9rty-eieht oac-~undr.dtha f..e, than.. NCX~1 event] des,ee., tlllt~Y flve ~lnutes. we9c, Or.e Hund.ea Six a~d RPventy- on. onG-hl1n<ln,t th.. feet to II ~"r".r of :'ot l'c. 94. chence UOllS th. ~.~. Nortll. .ixty e15b.t ~rees. twe:lt1-ot1,bt Ql!n1%teSEallt, oM hI,m- ~re~ sixty'one and fl~t1-APv.n o~ ~dradtb8 f..~ to " poin:: on the ~.oator1y ...d. cf Allandale 10".1; thence .101\8 die UlIll, SOUth, twenty. cce de:rees. thirty ~~o "fauce., E..et, ?ift, and thi%teen on.-h~r=d- tho foot to s point of c~rve; Uw,~~ 4~Lll along the Q~e tn , South- III lydi.rec 1::'0r. on I CUTV~ to' laft, ba'lLns .. 1:adLull of one thouund t..o hund"," thi"ty feu, the arc difCllllC," 0, !c-rty-nt~ llI'I~ 8e'/811ty-e1~:~;: one hundredths fest to tn- po:.nt ~"d ?lace of itGINRINa. !8ING Lo: Uo. 93 Qn the aforssaid Plan i:cI I<<lCi:: ;EO f.elll: to '[",r ~ lll:6 an ; 'OH :!I'O'd 'Q;:! taHlHS 'n .1~::;EIJ~ , I<O\U Day One Forms for Windows. 1995 -1800-GET-DAY1 Robert R. Jo.... Appralura ZONING MAP 03080257 Borrower/Client Geollle Shimer Estate ProDertv Address 414 A1lendale Way City Camp HIli County Lender Robert Shimer. Esquire Cumberland Slate PA Zip Code 17011 (( ,U:+:;,;{Ij.'i~~;J/' ':~;,'<:' ,.,;. New'COMlf tl'ING >, o FAlRVIEW TOWNSHIP Robert R. Jones Appraisers ~. fr ., NELSON L. EBERSOLE, APPRAISER LICENSE #GA-000427-L 30 WEST MAIN STREET ANNVILLE,PA 17003 PHONE (717) 867-4487 FAX (717) 867-5606 INV01CE ATT: Robert Shimer, Esquire 1225 West Leesport Rd. Leesport, Pa 19533 RE: George W. Shimer 414 A11endale Way Camp HilI, PA 17011 Personal Property Appraisal: $ 175.00 Total Amount Due: $ 175.00 Please Make Check Paya~le to Nelson L. Ebersole, Appraiser Thank You! . PERSONAL PROPERTY APPRAISAL CERTIFICATION I certify to the best of my knowledge and belief that: * The ~tatements of fact contained in this report are true and correct. * The reported analyses, opinions, and conc~usions are limited only by the reported assumptions and ~imiting conditions, and are my personal unbiased professional analyses, opinions and conclusions. * I have no (or the specified) present or prospective interest in the property that is the subject of this report, I have no (or the specified) personal interest or bias with respect to the parties involved. * My compensation is not contingent on an action or event resulting from the analyses, opinion, or conclusions in, or the use of this report. . * My analyses, oplnlons and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Appraisal Practice. * I have made a personal inspection of the personal property which is the subject of this report. ~~ SIGNATURE Nelson L. Ebersole, GRI, CRS, CREA Auctioneer - Licensed General Appraiser License # - GA-000427-L . Page 2 Personal Property Appraisal/Shimer Mirror with Drawer Marble Top Wash Stand Wicker Rocker 2 Night Stands Pair Lamps Victorian Mirror Dresser wlMirror Empire Bureau 3 Decorated Plank Seated Chairs Decorated Rocker Slant Top Desk Cane Seat Chairs 2 Beds Full Size Bed Misc. Garden Tools Misc. Hand Tools $ 75.00 200.00 60.00 10.00 12.00 25.00 225.00 165.00 75.00 40.00 70.00 12.00 20.00 35.00 25.00 20.00 TOTAL INDICATED VALUE: $ 4,631.00 . NELSON L. EBERSOLE, APPRAISER LICENSE # GA-000427-L 30 WEST MAIN STREET ANNVlLLE, P A 17003 PHONE (717) 867-4487 FAX (717) 867-5606 Personal Property Appraisal George W. Shimer DOD 10-26-02 Personal Property Found At: 414 AUendale Way Camp Hill, PA 17011 Ironing Board Iron Bronze Colonial Photo Magazine Rack Floor Lamp Portable TV Drop Leaf Table Stuffed Chair Occasional Chair Patio Furniture End Table Chest w/Drawers Drop Leaf Table Table w/2 Drawers Floor Lamp Glass Top Table Sewing Basket English China Everyday Dishes Cookware Microwave Walnut Table Wicker Rocker Hutch Items in Hutch Organ Sofa 2 Love Seats Humidifier Lamp Glass Top Coffee Table Misc. Wall Hangings Secretary Hutch Floor Lamp Cottage Bureau Maple Desk & Chair Parlor Table 2 End Tables Wall Mirror Bureau with Valet Boxes Desk Book Shelf Round Top Table Cottage Bureau w/Glass Knobs Cottage Bureau w/2 Drawer Locks $ 2.00 2.00 160.00 3.00 3.00 30.00 40.00 10.00 15.00 15.00 22.00 35.00 18.00 40.00 5.00 15.00 5.00 20.00 35.00 35.00 12.00 200.00 60.00 225.00 50.00 60.00 30.00 120.00 5.00 8.00 30.00 40.00 1,200.00 5.00 125.00 20.00 100.00 15.00 22.00 240.00 10.00 10.00 40.00 200.00 225.00 !2-~0~- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JOHN S HIBSCHMAN BARLEY SNYDER PO BOX 942 READING COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESQ PA 19603. REY-1547 E% AFP [01-03) DATE 09-01-2003 ESTATE OF SHIMER GEORGE W DATE OF DEATH 10-26-2002 FILE NUMBER 21 02-1053 ,' '-,.COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR ------------- YOUR ------- RECORDS -~ ------------------ -------------------- ------------------------------------------------------ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX ESTATE OF SHIMER GEORGE W FILE N0. 21 02-1053 ACN 101 DATE 09-01-2003 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) (1l 62,800.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 2,12 5.00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule Cl (3) .0 0 submit the upper portion 4. Mortgages/Notes Receivable (Schedule Dl (4) .00 of this fore with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,694.29 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 525,536.35 8. Total assets (8) 599,155.64 APPROVED DEDUCTIONS AND EXEMPTIONS: 5,368.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00 11. Totai Deductions (11) 5.368.00 12. Net Value of Tax Return (12) 593,787.64 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 30,000.00 Subject to Tax f E t t t V l N (14) 563,787.64 14. e ue o s a a e NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 00 00 . 00 15. Amount of Line 14 at Spousal rate (15) • = X 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 563,787.64 X 045. 25,370.44 17. Amount of Line 14 at Sibling rate (17) .00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 19 Due al Tax Princi (19)= 25,370.44 . . p • DATE NUMBER + INTEREST/PEN PAID (-) AMOUNT PAID 07-20-2003 CD002837 .00 25,370.44 TOTAL TAX CREDIT 25,370.44 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 • IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT REFUND (CR): 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-13137. Applications era available at the Office of the Register of wills, any of the 23 Revenue District Offices, ar by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with spacial hearing and / ar speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, ar assessment of tax (including discount ar interest) as shown on this Notice must object within sixty (6D) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, 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. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone C717) 787-6505. See page 5 of the booklet ^Instructions for Inheritance Tax Return for a Resident Decadent" CREV-15017 for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%l discount of the tax paid is allowed. PENALTY: Tha 15% tax amnesty man-participation penalty is computed on the total of the tax and interest assessed, and mat paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sane manner and in the the sane time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1l day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six C6%) percent per 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 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .OOD247 2001 9% .OOD247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .OOD274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUliBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) 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. JRD/June 30, 1992/17858 In Re: Estate of George W Shimer ' ORPHANS' COURT DIVISION Late of Lower Allen Township · COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY Estate No.: 21-02-1053 ' PENNSYLVANIA NO. 21-02-1053 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Robert Shimer Counsel for Personal Representative: John Itibschman Date of Decedent's Death: 10/26/2002 Date of Delinquency Notice: 08/11/04 The undersigned, Glenda Famer-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on April 30, 2004, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative· Date: 11/08/04 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File ~-,e-~c,X., i0~ ~oq.- q:3~ ~.~. A hearing is scheduled for at in Courtroom No. 3. If the Status Report is filed prior to the hearing date, the hearing will automatically be Geor~¢ F~;ffgr, ~J. STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS OF BERKS COUNTY, PENNSYLVANIA Name of Decedent: George W. Sh±mer Date of Death: October 26, 2002 l~e No. 21-02-1053 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether adminislration of the estate is complete: YES x NO __ 2. ff 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 ~ NO x b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the patties in interest? YES x NO ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be fried with the Clerk of the Orphans' Cour ~nd may be attached to this report. Date: November 8~ 2004 ~ John S. Hibschmant Esq. ¥~ . Name (Please type or print) 501 Washington St., P.0.Box 942 Address Reading, PA 19603-0942 ~ " ( 610 ) 376-6651 -~' Tel. No. Prepared by: Rogistor of Wills Office Capacity: Personal Representative Berks County, Pennsylvania X Counsel for personal representative July 1, 1992 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will 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 j~ No [--] 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal re~presentative state an account informally to the parties in interest? Yes J2~] No [-] c. Copies of receipts, releases, joinders and approval o£formal or informal accounts may be filed with the Cleric of the Orphans' Court Date:~ ~ ~ and may be attached to thi; 'i~i~' .... ! ]~-odoz-7- lO.. Address :-~ .... Telephone No Capacity: ~ Personal Rep;eseW. afive [-] Counsel for personal representative