Loading...
HomeMy WebLinkAbout02-0290 PETITION FOR PROBATE and GRANT OF LETTERS Estate oS also known as Deceased. Social Security No. o~ 0 ff - 0 / ' '~ ~ ~- Z_ To: Register of Wills for the County of ~m~gz:nu;,,/3 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executR! ~ in the last wilt of the above decedent, dated No vd/ooar/ / '/ and codicil(s) dated in the named ,199~ (sTate relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in h eR last family or principal residence at (list street, number and muncipality) Decendent, then years of a~, died ~ c t4 /3 , ~¢ ., Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: County, Pennsylvania, with Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania ~ situated as follows: WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) (testamemar'y; atlministration c.t.a.; administration d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~> ss COUNTY OF Co ,~,ate~._~o ~o The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of ~e knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will welL,nd truly administer t~e estate according to law. Sworn to or ~ed and subscribed ~ f/~~ ~ ~ [/.~d ~ before ~e~t~s~~ day of [ ~ ~_ - ' ~' No. ~1--I~2_- 2.qo Estate Of F~ANC~,S M G~,~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MK~CH 20, 2002 ~ , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 11-17-1993 described therein be admitted to probate and filed of record as the last will of FRANCES M GREEN and Letters TESTAMENTARY are hereby granted to LINDA GREEN LENTZ FEES Probate, Letters, Etc .......... $ 50.00 Short Certificates( ) $ 9. O0 ~ extras, pages.. $ $ 5_ TOTAL __ $ 73.00 3-20-2002 Filed ·/nlqf IC:~t' 't~6' &k~ '6h' '3-' 2D'-'2002' ' lvI , /C S stcr of ' / ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local R.egistrar. The original certificate will be forwarded to the State Vital Records Ofrice for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8203310 No. - ' Loc-aFR~gis~r;r - / ~f' Date COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~c~.,.~..,~..~.~...c~, I~cE~"''s<,~ ,,..~,. ,~: · ,,..~.~. I ~ ~] .... ~,. ~7~~ 3~r.. i ~~ 7~ ~a /> ,,. I~ o ........... o1,~ .............. L~,.,~.~."''~' ~_. ~,TL ~*~ .................................................................................................. u 3= ~ ' ~'~ LAST WILL AND TESTAMENT County, understanding, do make and publish this, my Testament, hereby revoking and making void all Codicils by me at any time heretofore made. -OZ-29o I, FRANCES M. GREEN, of Lower Paxton Township, Dauphin Pennsylvania, being of sound mind, memory and Last Will and former Wills or ITEM I: I direct that all my just debts and funeral expenses be paid as soon as practible after my death. All costs of administration and death taxes, of whatever nature, shall be paid out of my general estate, so that all devises and bequests hereinafter made shall not be charged with costs of administration and death taxes. ITEM II: I give, devise and bequeath my entire estate, real, personal and mixed, wherever situate, to my daughter, LINDA GREEN LENTZ, of Camp Hill, Pennsylvania. ITEM III: In the event my daughter LINDA predeceases me, I give, devise and bequeath two-thirds (2/3) of my estate, after payment of taxes and expenses, to my son-in-law, ROBERT H. LENTZ II, of Camp Hill, Pennsylvania, and the remaining one-third (1/3) to my niece MARJORIE MILLER of 1215 Twenty Fifth Avenue, Altoona, Pennsylvania, 16601. Should either my son-in-law or my niece predecease me, that which he or she would have received under this Will shall be given to the survivor. Frances M. Green ITEM IV: I hereby name and appoint my daughter, LINDA GREEN LENTZ, as the Executrix of this, my Last Will and Testament, to serve without bond. Should she be unable or unwilling to serve, I then appoint as Executor my son-in-law, ROBERT H. LENTZ II, to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand at Harrisburg, Pennsylvania, this 17th day of November, 1993. ~~ ~o .~ ~ (Seal) Frances M. dr~e~,'Testatrix ATTEST: SIGNED, SEALED, PUBLISHED AND DECLARED by FRANCES M. GREEN, Testatrix above named, as and for her last will and testament, on the day and year last above written, in the presence of us, who at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. Name Address COMMONWEALTH OF PENNSYLVANIA : COUNTY OF DAUPHIN : SS We, FRANCES M. GREEN, Cheryl L. Goudy, Audrey C. Kehler, Pamela L. Russel, the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix executed the instrument as her last will, that she executed it willingly, that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testatrix Subscribed, sworn to and acknowledged before me by FRANCES M. G~E. EN, the testatrix, and subse~ibing and sworn~ before me by wl~ness~s~ this i7th day of November, 1993. ,CERTIFICATION OF NOTICE UNDER RULE 5.6{a) Name of Decedent: Frances M. Green Date of Death: 3/13/2002 Will No. 2002-00290 Admin. No. 21-02-0290 To the Register: I certify that notice of (beneficial interest) ,estate administration required by Rule 5.6(a) of the Orphan's Court Rules wa,, served on or mailed to the following beneficiaries of the above-captioned estate on ~q. \\, c').~ , Name Address Linda G. Lentz 808 Mandy Lane Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Date:. Capacity: Signature Susan E. Lederer Name: Law Office of Susan E. Lederer Address: 4811 Jonestown Road, Suite 226 Harrisburg. Telephone(717) - 652- 732 Personal Representative X Counsel for Personal Representative PA 17109 June 10, 2002 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 FRANCES M. GREEN SOCIAL SECURITY NO. 204-01-2822 DATE OF DEATH: March 13, 2002 Dear Sir: Enclosed is one (1) check ($1400.00) for the prepayment of the Pennsylvania Inheritance Tax for the above decedent. Please forward a receipt for this payment to my office using the envelope provided. If you have any questions or require further information, please do not hesitate to contact me. Enclosure: Sincerely, Susan E. Lederer, Esquire Check for Pennsylvania Inheritance Tax: Prepayment 4811 Jonestown Road · Suite 226 · Harrisburg, PA 17109 · Phone 717.652.7323 ° Fax 717.652.7340 · info@ledererlaw, com 4811 Jonestown Road Suite 226 Harrisburg, PA 17109 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001284 SUSAN E LEDERER ESQUIRE 134 SIPE AVENUE HUMMELSTOWN, PA 17035 ........ fold ESTATE INFORMATION: SSN: 204-01-2822 FILE NUMBER: 2102-0290 DECEDENT NAME: GREEN FRANCES M DATE OF PAYMENT: 06/11/2002 POSTMARK DATE: 06/1 0/2002 COUNTY: CUMBERLAND DATE OF DEATH: 03/13/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,400.00 TOTAL AMOUNT PAID' $1,400.00 REMARKS' LINDA GREEN LUTZ C/O SUSAN E LEDERER ESQUIRE SEAL CHECK# 1005 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS June 12,2002 Register of Wills ATTN: Cheryl Winters Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 FRANCES M. GREEN ESTATE NO.: 21-02-290 SOCIAL SECURITY NO. 204-01-2822 DATE OF DEATH: March 13, 2002 Dear Cheryl: Per your telephone request to my paralegal, please be advised that by retainer signed by Linda G. Lentz, Executrix for the Estate of Frances M. Green, dated April 1, 2002, I am the acting counsel for the above referenced Estate. Please accept this letter as notice of my capacity as counsel for the Estate for your records. If you have any questions or concerns, please contact me. Sincerely, Susan E. Lederer, Esquire 4811 Jonestown Road · Suite 226 · Harrisburg, PA 17109 · Phone 717.652.7323 ° Fax 717.652.7340 · info@ledererlaw, com REV - 1500 EX * (6-O0) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 HARRISeURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE N UM 7IR 02 0290 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Green, Frances M. 204-01 ~2822 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 03/13/2002 04/26/1906 REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER O [] 1. Odginal Return [] 2. Supplemental Return [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between ] 3. Remainder Return (date of death prior to 12-13-82) [] 5. Federal Estate Tax Return Required ] 8. Total Number of Safe Deposit Boxes [] 11 .Election to tax under Sec. 9113(A) (Attach Sch O) ,JAME Susan E. Lederer :IRM NAME (Il applicable) Law Offices of Susan E. Lederer FELEPHONE NUMBER 717/652-7323 COMPLETE MAILING ADDRESS 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) None 179.64 None None 13,228.12 None 29,781.50 6,308.68 687.85 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL LiSE (8) 43,189.26 6,996.53 36,192.73 36,192.73 (11) (12) (13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, x .00 or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 36,192.73 x .045 17. Amount of Line 14 taxable at sibling rate x .12 18. Amount of Line 14 taxable at collateral rate x .15 19. Tax Due 20. [] (15) (16) (17) (ts) (19) 1,628.67 1,628.67 Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS CITY Mechanicsburg 325 Wesley Drive Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 1,400.00 73.68 STATE PA ZIP 17055 (1) 1,628.67 Total Credits (A + B + C) (2) (5B) 1,473.68 0.00 154.99 154.99 3. Interest/Penalty if applicable D. Interest E. Penalty Total InteresVPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the properly transferred; .................................................................................. ~ ~ b. retain the right to designate who shall use the property transferred or its income; .................................... c. retain a reversionary interest; or .................................................................................................................. do 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 without receiving adequate consideration? ....................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR~/ILING RETURN Linda Ill. Lentz -- ~ ,/~/'~ ~ - ' ~"FOI~ FILING RETURN SIGNA'[WJRE OF~REPARER OTHER THAN REPRESENTATIVE Susan E. Lederer ADDRESS DATE 808 Mandy Lane ['//tl~t}'-O/~ Camp Hill, PA 17011 ADDRESS ADDRESS 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Green, Frances M. FILE NUMBER 21 - 02 - 0290 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM ~ VALUE AT DATE Of NUMBER DESCRIPTION UNIT VALUE DEATH 1 US Savings Bond, Series E, Serial Number Q5065272051E, Issued 12/1972 122.54 (accrued interest: $103.79) 2 4 shares of Vestaur Securities Inc, titled to F. George Green (deceased) and Frances 14.275 57.10 M. Green, jt ten TOTAL (Also enter on line 2, Recapitulation) 179.64 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY ESTATE OF Green, Frances M. FILE NUMBER 21 - 02- 0290 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH First Union National Bank CAP Checking Account # 9620687024 titled to Frances Green, Linda Lentz, 11,694.29 POA (accrued interest: $3.53) Verizon Refund Holy Spirit Hospital Refund Check Miscellaneous House Hold Goods Refund from Asbury Services, Inc. & Associates (Bethany Village) Refund West Shore A.L.S. (Ambulance Service) TOTAL (Also enter on Line 5, Recapitulation) 17.81 23.40 500.00 576.02 416.60 13,228.12 COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Green, Frances M. FILE NUMBER 21 - 02 - 0290 This schedule must be completed and filed if the answer to any of questions I through 4 on page 2 ~s yes. ITEM DESCRIPTION OF PROPERTY NU MB ER Include the name of the transferee, their relationship to decedent and the date of transfer. DATE OF DEATH % OF EXCLUSION TAXABLE VALUE Attach a copy of the deed for real estate. VALUE OF ASSET DECD'S (IF APPLICABLE INTEREST 1 7,203.518 shares AIM High Yield Fund held in TD 31,839.55 100% 3,000.00 28,839.55 Waterhouse account #507-28210-1-9, titled to Frances M. Green & Linda G. Lentz, JTWROS, Transferred into joint account as of 4/24/2001 ($4.42/sh) 2 TD Waterhouse Money Market Account held in TD 941.95 100% 941.95 Waterhouse account #507-28210-1-9, titled to Frances M. Green & Linda G. Lentz, JTWROS, Account made joint as of 3-30-2001 , TOTAL (Also enter on line 7, Recapitulation) 29,781.50 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Green, Frances M. FILE NUMBER 21 - 02 - 0290 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 FUNERAL EXPENSES: Funeral Reception Pamela's Flowers Neill Funeral Home ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Law Offices of Susan E. Lederer -- Susan E. Lederer Family Exemption: {If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Checks ordered for Estate Checking Account Monthly Bank Service Charge Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 331.47 241.63 3,924.58 1,600.00 73.00 19.00 42.00 77.00 6,308.68 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Schedule H Funeral Expenses & Administrative Costs continued ESTATE OF FILE NUMBER Green, Frances M. 21 02 - 0290 3 15.00 4 5 6 Register of Wills Fee: Copy of Pennsylvania Inheritance Tax Return for Estate of F. George Green (decedent's husband) EquiServe Fee for Replacement of Lost Certificate Cumberland County Register of Wills Filing Fee (Inventory & Tax Return) Patriot News (advertisement for sale of lift chair) 20.00 25.00 17.00 Page 2 of Schedule H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Green, Frances M. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 - 02 - 0290 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 2 3 West Shore EMS Quantum Imaging & Therapeutic Associates, Inc Alert Pharmacy at Bethany Village TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 416.60 17.10 254.15 687.85 REV-1513 EX+ (9-00) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Green, Frances M. SCHEDULE J BENEFICIARIES FILE NUMBER 21-02-0290 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE Do Nc~t Li~t Tru~te~(S) L TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Linda G. Lentz Daughter One Hundred Percent Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET County, understanding, do make and publish this, my Testament, hereby revoking and making void all Codicils by me at any time heretofore made. LAST WILL AND TESTAMENT ~1-OZ-290 I, FRANCES M. GREEN, of Lower Paxton Township, Dauphin Pennsylvania, being of sound mind, memory and Last Will and former Wills or ITEM I: I direct that all my just debts and funeral expenses be paid as soon as practible after my death. All costs of administration and death taxes, of whatever nature, shall be paid out of my general estate, so that all devises and bequests hereinafter made shall not be charged with costs of administration and death taxes. ITEM II: I give, devise and bequeath my entire estate, real, personal and mixed, wherever situate, to my daughter, LINDA GREEN LENTZ, of Camp Hill, Pennsylvania. ITEM III: In the event my daughter LINDA predeceases me, I give, devise and bequeath two-thirds (2/3) of my estate, after payment of taxes and expenses, to my son-in-law, ROBERT H. LENTZ II, of Camp Hill, Pennsylvania, and the remaining one-third (1/3) to my niece MARJORIE MILLER of 1215 Twenty Fifth Avenue, Altoona, Pennsylvania, 16601. Should either my son-in-law or my niece predecease me, that which he or she would have received under this Will shall be given to the survivor. Frances M. Green ITEM IV: I hereby name and appoint my daughter, LINDA GREEN LENTZ, as the Executrix of this, my Last Will and Testament, to serve without bond. Should she be unable or unwilling to serve, I then appoint as Executor my son-in-law, ROBERT H. LENTZ II, to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand at Harrisburg, Pennsylvania, this 17th day of November, 1993. ~'~ ~ .~? ~ .~ ~t~." (Seal) ~rances M. Greeh, Testatrix ATTEST: SIGNED, SEALED, PUBLISHED AND DECLARED by FRANCES M. GREEN, Testatrix above named, as and for her last will and testament, on the day and year last above written, in the presence of us, who at her request, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. Nam9 Address COMMONWEALTH OF PENNSYLVANIA : COUNTY OF DAUPHIN : SS We, FRANCES M. GREEN, Cheryl L. Goudy, Audrey C. Kehler, Pamela L. Russel, the testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix executed the instrument as her last will, that she executed it willingly, that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as witness and that to the best of their knowledge the testatrix was at that time eiqhteen years of age or older, of sound mind and under no constrain~ or undue influence. Testatrix Witness~ - ~ Subscribed, sworn to and acknowledged before me by FRANCES M. G~EEN, the testatrix, and subse~ibing and sworn before me witnesses~this 17th day of November, 1993. ' Redemption Date= 3/2002 Inventory1 Accrual Bonds Issue Serial Number Denom. Series Date Value Interest Q5065272051E $25 E 12/1972 $122.54 $103.79 Yield Next Final To Date Accrual Maturity 6.62% 4/2002 12/2002 I = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) * -- Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. 3 = Matured (not exchangeable) Redemption Date: 3/2002 Accrual Bonds Pre-January 1990 Issue Dates: January 1990 and Later Issue Dates= Current Income Bonds Inventory Totals Inventory 1 Inventory Summary Number Inventory Redemption of Bonds Value Value Interest 1 $122.54 $122.54 $103.79 0 $0.00 $0.00 $0.00 * 1 $122.54 $122.54 $103.79 0 $0.00 $0.00 $0.00 1 $122.54 $122.54 $103.79 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 may be eligible for special tax exemption when used for post-secondary education. For further information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. I These bonds are not eligible for payment within 6 months of their issue date. 2 These bonds have reached final maturity and will earn no additional interest. They can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible for exchange for Series HH Bonds since they have been held over a year past their final maturity date. 2 ~.~rr'.~-~Vl I .,.~PIl~ II~IU~-IVIPII I ¥ /A~.aMr-~IVI~I~I I I-~,ll~ LU~ I, ,.~ I ULEN, OR DESTROYED SECURITIES Gen'eral Insurance Company of America Open Penalty Blanket Bond Number 5679830 in favor of Eq.uiServe, L.P., et al. 1. R.egi~tered in the name(s) of F GEORGE GREEN & FRANCES M GREEN JT TEN 2..Certificate Replacement Fee: $20.00 4. Certificate Date Issued Shares 01059867 05/20/1987 4 3. Current Market Value: $55.16 Certificate Date Issued Shares Description of Securities: VESTAUR SECURITIES, INC. COMMON Issue Number: 362 Account Number: 05715-64032 The undersigned person(s) be ng f rst duly sworn~ depo.ses and s.ays that: The certificate(s) has not been endorsed (*except as indicated below), cashed negotiated,'transferred assigned, p edged or otherwise disposed of. I have madea diligent search for the certificates and have been unable to find'them, and make this Af!ldav. it' for the p. urpose of inducing the exchange of the,certificates without.surrender of the ori inal certificate(s) and hereby agree to surrenaer the original certificate(s) for cancellation should , at any time. find the certificate(s). 9. in consideration of the exchange of the Shares,_retqr,.,esented by-~the cert-ificat.e.-(~.[ agree~to com-pletely~ndemnify' -rote~t.-and save harmless VESTAUR SECURITIES, INC'. COMMON an.d ~-qui~erve, L.P. (the "Obligees") and ~eneral Insurance L;om any 0tP/~merica (the "Surety") and any other party to the transaction from and against a!l 0ss, costs and damages, including, but not lim!te.~Oto, c.o. urt costs and attorney fees, statutory and common law rights which t.hey may be subject to or liable for in respect of the cancellation et t.he .certificale(s) and the exchange of Shares represented thereby. The rights accruing to the Obligees under the precedin~ sentence snail not be limited to negligence, inadvertence, accident, oversight or breach of any duty or obligatmns on the part of the Obligees or their respective off cers, employees and agents to their failure to nqu re .nto. contest, or litigate any claim whenever such negligence, inadvertence, accident, oversight 5reach or failure may occur or have occurrea. ' ' , Were the ong~nal cert~hcate(s) endorsed. Yes__ No If Yes describe exact manner of endorsement, including name and address of endorsee, state whether signature was witnessed and by w~. f the said endorsement was a separate instrument of assignment, so state: Each of the a~reements and undertakings of Deponent in this Affidavit of Loss and Indemnity Agreement is made on behalf of and shall be binding upon'Deponent and Deponent's Successors. The term "Deponenrs Successors" as used herein mean Deponent's estate, heirs, dislributees, next of kin, appointees, executors, administrators, legal and personal representatives, successors and assigns, as the case may be. General Insurance Company' of America reserves the right, in its sole discretion, to determine the acceptability of this affidavit under its lost Security Blanket Bond. ' Information of registered Owner/Deponent (please Print) Name of Registered OwnedDeponent is of legal age and resides at City State. Home Phone # The original was acquired by Registered Owner on or about stolen, or destroyed on or about DATE Zip Code Country Work Phone # DATE and was lost, under the following circumstances (state in detail) NEW YORK INSURANCE [.AW: ANY PERSON WHO KNOWINGLY AND WITH INTENT TO DEFRAUD ANY INSURANCE COMPANY OR OTHER PERSON, FILES A STATEMENT OF CLAIM CONTAINING ANY MATERIALLY' FALSE INFORMATION OR CONCEALS FOR THE PURPOSE OF MISLEADING, INFORMATION CONCERNING ANY FACT MATERIAL THERETO, COMMITS A FRAUDULENT INSURANCE ACT, WHICH IS A CRIME. Signed, sealed, and delivered by registered owner X DATE SIGNATURE OF REGISTERED OWNER/DEPONENT X SIGNATURE OF REGISTERED OWNER/DEPONENT SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER TO BE EXECUTED BY NOTARY On before me personally appeared DATE ' known to me as the individuals(s) who executed the foregoing instrument and, being duly sworn, did depose and say that the statements contained therein are true. (Affix Notary Seal) My Commission Expires Notary Public (For Office Use Only) APPROVED ON BEHALF OF GENERAL INSURANCE COMPANY OF AMERICA: THIS DAY OF WE HEREBY ASSUME LIABILITY UNDER LOST SECURITY BLANKET BOND NO. 5679830 IN RESPECT OF THE SECURITIES ALLEGED TO HAVE BEEN LOST, STOLEN OR DESTROYED AS DESCRIBED ABOVE. SAID LIABILITY IS NOT LIMITED EXCEPT AS SPECIFIED IN SAID BOND. (49) page 2 o13 EQUISERVE, L.P. DATE Historical Prices Page 1 of 1 " jL L [FINANCE ,.S..~f~r~.h- .Ei.p~n~e...Home.- ~.h__o.o.J. - Historical Prices - VES (Vestaur Securities Inc) More Info: Quote I Chart I News Month Day Year ~ Daily Start: ~ ]~2 ..... (' Weekly End: ~ J~ ...:.:i (7 Monthly '. C Dividends Ticker Symbol: ]~/ES ~ :~t Date Open High Low Close Volume Adj. Close* 13~Mar-02 14.29 14.35 14.20 14.28 4,300i 13.79 Do~n!oad..Spread.~h~.t,.E..o. rmat * adjusted for dividends and splits, please see FAQ. As of 13-Mar-02 ADVERTISEMENT ._Q_u_e_.s. tj_o n ~...9.r_.C..9...m__.m..~.0_t ~ _?.. Copyright © 2002 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/d?a=3&b= 13 &c=02&d=3 &e= 13 &f=02&g=d&s=VES 8/13/2002 First Union National Bank Attn: Account Verifications P O Box 40028 Roanoke VA 24022-7313 Reference ID: 252100 Account Type April 23, 2002 SUSAN E LEDERER LAW OFFICES 4811 JONESTOWN ROAD, SUITE 226 HARRISBURG, PA 17109 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: FRANCES M GREEN (SSN# 204-01-2822) Date of Death: March 13, 2002 Deposit Account Information Account Date of Death Average Date Maturity Interest Accrued Number Balance Balance* Opened Date Rate Interest YTD Interest Paid Date Closed CAP CHECKING ACCOUNT LEGAL TITLE: FRANCES GREEN LINDA LENTZ - POA 9620687024 $1 1,690.76 11/29/1999 $3.53 4/10/2002 Account Type * Due to system limitations, we can only provide a twelve month average balance on depository accounts. Revolving Credit Information Account Date of Death Credit Date Date Times Title(s) Number Balance Limit Opened Closed Late VISA SOLD TO MBNA PLEASE CALL 1-800-477-9131 4800137277333443 Account Type Other Account Information Account Date of Death Date Date Title(s) Number Balance Opened Closed BROKERAGE TIED TO CAP ACCOUNT 37631410 $0.00 11/29/1999 SAFE DEPOSIT BOX LOCATION: 53 COLONIAL PARK MALL HARRISBURG, PA. 17109 07585399A0775 8/2/1980 FRANCES GREEN T RU ST 1513100162 9/4/1998 FRANCES GREEN PLEASE CALL 1-888-216-2308 FOR ADMINISTRATOR ON ACCOUNT 001032 Reference ID: 252100 * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. Signature of Depository Repres~itive April 23, 2002 Date Drema Rubinoff Depository Representative Servicenter Associate (540)563-7323 Title Phone Number abs; at 001032 0 0 0 -.4 0'~ 0 0 EMERGENCY MEDICAL SERVICES 503 North 21st Street Camp Hill. PA 17011-2204 (717) 761-1038 October 3, 2002 Frances M. Green 325 Wesley Drive ' Mechanicsburg, PA 17055 Dear Ms. Green, Enclosed please find a refund check in the amount of $416.60: This represents an overpayment to your account 9088256A, date of service March 3, 2002. We received payment from your insurance after you had already paid the account in full. Enclosure Sincerely, Catherine E. Thomas Accounts Receivable PINNACLE FINANCIAL SERVICES 475 West Governor Road · Hershey, PA 17033 Phone: (717) 312-1238 ° Fax: (717) 312-0807 Qualified Retirement Plans - Estate/Investment Planning April 29, 2002 Ms. Susan L. Lederer 4811 Jonestown Road, Suite 226 Harrisburg, PA 17109 Re: Estate of Frances M. Green Dear Ms. Lederer: As per your request, below are responses to your letter dated April 10, 2002 in regards to the account(s) of Mrs. Green. Mrs. Green established an account with TD Waterhouse Institutional Services with Linda Lentz as a joint owner on 03/13/01 and 03/15/01 ~ respectively. TD Waterhouse lists their date of opening this account as of 03/30/012. The account was titled as: Frances M. Green and Linda G. Lentz - Joint Tenets with Rights of Survivorship (#507-28210-1-9), a non- qualified account. For the purposes of income tax reporting, Mrs. Green used her social security number. Mrs. Green had an account with AIM Funds (#5002275658) where securities were transferred to TD Waterhouse on 04/24/013. The original title was that of a non-qualified individual account for Mrs. Francis M. Green. Title changed to JTWROS upon transfer to TD Waterhouse. On 05/13/01, Mrs. Green transferred 750 shares of DQE. The shares were previously titled with her and her late husband (F. George Green & Frances M. Green - JTWROS, #SN509756), held in certificate form, then retiled into the joint account with Mrs. Lentz. TD Waterhouse received the securities on 06/05/014. The entire position of this security was traded for cash on 07/02/01 ~ $22.30 per shares. Client's account application. TD Waterhouse account confirmation. AIM Fund Services client account statement for the period of 04/01/01 - 06/29/01. TD Waterhouse client account statement for the period ending 06/28/01. TD Waterhouse trade confirmation 07/02/01. Securities Offered Through Hackett Associates, Inc. P.O. Box 6647 Wyomissing, I'A 19610 (800) 336-2929 Member NASD and SIPC April 29, 2002 Susan L. Lederer Re: Francis M. Green Page 2 As to your question about accrued dividends and/or interest income, the remaining items within the joint account at TD Waterhouse were mutual funds. Regardless of the declaration or record date, the NAV price of mutual funds reflects accrued interest or dividends prior to being distributed. On the date of death, the account did not hold individual securities issues where other types of interest or dividend income would have been generated. No dividends were declared on any investment vehicles within the account on 03/13/01. The entire inventory of securities held in the TD Waterhouse joint account, on Mrs. Green's death, had the following items on 03/13/02: AIM High Yield Fund (AHYBX) 7,203.518 shares ~ $4.42 per share (03/13/01 closing price) and $941.95 in the TD Waterhouse Money Market Account (CMFMZ)6. Total market value was $32,781.50. Should you require any additional information or clarification, please feel free to contact me at anytime. Sincerely, Anthony J. B~rong _ [ Registered ROpresentat~ve Cc: Lloyd Elliot, Compliance Officer / Hackett Associates, Inc. Linda Lentz Enc. 6Reconciliation and valuation of acct., #507-28210-1-9 provided by Kevin Knox CSR, TD Waterhouse Institutional Services, 04/26/01 @ 10:15 AM. WATERHOUSE Institutional Services I I}O Wall Sn'eet Ne,>. Yurk, NY 10005 1-800-431-3500 NEW ACCOUNT APPLIeATION Account # Rep # __ __ mail sent' 7'Heine ~ Business O P.O.~ox Date el Birth . ,,-/ / ) nlm/dd"5 '~ I Social Segurity Number ~ CilJzen of ',0.,,<95z- ~ / .-~ ~ 22 ,, ........ ,,,,,, .... .,,, .......... [mployer Address (&rert. CIO'. Xt, tr. ZIP) Bank Reference ~ Broke' Rel~ren~c~ \~u x tm a diro. u.'. laC.; qtal'chokler or policy nlukin~ ,afficcr c)l' u publicly traded ti(hill\lily'~ [] yes ~ no II ,,t:. ~p('cU~, ~h¢ c(lmpmly I hereby authorize the Agent listed above to execute trades in my account. - ................... F!nan,. lal:x~lvi~.l~[ Filnl I Ageflt) and prhnary contact: // ' / ¢ ~ Adv onul person other than your financial advisor [o receive dupt~cat~ conf'irmation~ Address: City / State I Z p ........................... DIt_,zt,,¢ iniHal to indicale your approval. (If joint account both parties musl imti;d.) ~" /'3.,,~ I hereby authorize TD Waterhouse to send duplicate confirmations and statements to my Agent. ~:/.., I hereby authorize TD Waterhouse to pay my Agent's fee from my account as directed by m,/ .., ^ (Authorization to Pay Fees to Agent - see attached) (Limited Power of Attorney - see attached) Please do not disclose my/our name(s) to any company I/we have positions in or may invest in, in the future. 'T~Cash [] Margin* [] Option* )da would like :.1 MARGIN or OPTION ACCOUNT please check above and we will send you the proper forms. Individual [] Custodian for MinorsJ' ~ Estate* ~Joint Tenants with Rights of Survivorship [] Partnership* U] Community Property* .... Fcnants in Conlmon [] Corporation* ~ Trust** %ut:d Sl~,..tal SOtLU'Ily number and dale et birth of minor PLUS Employer/Occupation of Custodian. I [ ha\e read, understand and agree to the terms of the enclosed Customer Agreement and that 2 if applicable, I have read, understand and agree to the terms of the Limited Power of Attorney and Authorization to Pay Fees to Agent and tha~ I TD Waterhouse lnvestor Services, Inc. ("TD Waterhouse") does not give investment, legal or tax advice, and will not advise me or m) a~enl concerning the nature, potential value, or suitability for me of any particular security transaction or investment strategy. ' 4 L!ndCr lhe pcnahics ol peIjury, I certify (I) that [he Social Security Number/Tax-payer [dcnfificalion Number shown on Ihis form i: correcl and ~2, that [ am not subject to backup withholding under the provisions of the internal Revenue Code. (If you have been notii"ied that you are sub eot tu back~.~p ~.ithholding and have not been notified that this backup withholding has been terminated, you must strike out (2) m the preceding sentence j tThis ccrtificunon is required by U.S. Government regulation.) 5. T_he enclosed Customer Agreement contains a pre-dispute Arbitration clause. Please see paragraph #9 of the Customer Agreement for full details. ] -"~-cum~.~,u Holdc, Signature _ , ~; _ 1 [J°mtAcc'ant H°ld gnacure~ (i f applicable i I please specify the company. Please attach authorization letter from your firm's Compliance Department. PLEASE TURN OVER TO COMPLETE ACCOUNT DATA TDWaterhouse hlsdlutionol Services is a division of TD Waterhouse Investor Services, lnc MemberNYSE/SlPC We will hold securities FREE OF CHARGE for you or register and deliver them in your name. ($15 fee for certificate delivery.) you wish, we will hold securities for your convenience. This eliminates the chance of loss, facilitates the collection of dividends and ~nterest, and provides you with detailed monthly accounting. Your account is also protected up to $150,000,000 by the Securities Inxcstor Protection Corporation (SIPC) and a private insurer. SIPC covers $500,000 ($100,000 in cash). The additional ~ I4%500.00(/~s c~xcred by National Union Fire Insurance Company, a subsidiary of American lntemationaI Group, one of the world's largest insurance ~-ompanics. Please note that the foregoing insurance coverage does not protect against losses due to market fluctuntion. SECURITIES PROCEEDS DIVIDENDS Mail Mail Mail O Sale proceeds and other credit balances are automatically swept to the money market vehicle of your choice. Dividends will also be s*~,ept unless you elected "mail dividends" in #5 above. Invest my funds in: TD WATERHOUSE FAMILY OF FUNDS _ TD Waterhouse Bank, N.A. FDIC- [] TD Waterhouse Municipal Portfolio [] Tax-Exempt CA Money Market Fund insured Money Market Account [] TD Waterhouse U.S. Gov't Portfolio [] American AAdvantage Money Market TD Waterhouse Money Market Porttblio [] Tax-Exempt NY Money Market Fund Milea, ge Funds,~ Platinum Class Please Note: If no money market vehicle is selected, the 7'0 Waterhouse Bank, N.A. FDiC-Insured Money Market Account will be designated as your sweep vehicle. 77~e Wuterf~ou~e lin'esters Cash Management Funds attd the American AAdvantage Money Market Mileage Fund are neither FDIC-insured m : cmteed b.;' the U.S, Government and are not deposits or obligations of, or guaranteed by, any bank, There can be no assurance that t/lese fiutds ~1! ,d;le to tnut'ntain il stable net asset value orS1 per share. Tax-Exempt funds may be subject to the ahernative minimum tax. More complete ittji.~rtnatton ubou! the money morket funds, including management fees and expenses, is contained in the prospectus. Please read it carefully bejbre you mi'est or ~'.d .Iotley. American AAdvantage Money Market Mileage Fund ~nd Platinum Class are service marks of AMR Investment Sum,ices, Inc. 0 LIMITED TO PURCHASE AND SALE OF SECURITIES, INCLUDING THE TRADING OF OPTIONS, IF APPLICABLE I~ [ have so indicated on the application, [ hereby constitute and appoint the Advisory Firm or individual named heroin as my agent and attorney.in-fact ("Agent"I, to buy, sell (including short sales) and trade in stocks, bonds, and any other securities and/or contracts relating to the same on margin (if I have signed a renu'gm agreement) or otherwise in accordance with your ten'ns and conditions for this account and risk and in my name, or number on your books. My Agent is authorized to effect such transactions in my account via any available medium, electronic access or otherwise, including but not limited to electronic access ~ia personal computer or touch-tone telephone. If [ have signed an option agreement my Agent is specifically authorized to effect option transactions in my account including uncovered options transactions or to uncover a covered option position for my account, as such terms are defined in the booklet "Characteristics and Risks of Standardized Options," a copy of which I have received. I hereby agree to indemnify and hold harmless TD Waterhouse Investor Services, Inc. ,"TD Waterhouse'L its affiliates and their directors, officers, employees and agents from and against all claims, actions, costs and liabilities, including attorney's tees. arising out of or related to reliance on this authorization and to pay promptly on demand any and all losses arising therefrom or debit balance due thereon. irt all such purchases, sales or trades you are authorized to follow the instructions of my Agent in every respect concerning my account with you; and m) Agem is authorized to act for me and on my behalf in the same manner and with the same force and effect as I might or could do with respect to such purchases, sales or trades as well as with respect to all other things necessary or incidental to the furtherance or conduct of such purchases, sates or trades, except that my Agent is not authorized to withdraw funds, securities or other property from my account. i h~r,..'by ratify and confirm any and all transactions with you heretofore or hereafter made by my Agent tbr my account. This authorization and mdelrmity ts m addiuon to, and in no way lirrUts or restricts, any rights which you may have under any other agreement or agreements between me and TD Wuterhouse. Yhi, authorization is a continuing one and shall remain in full force and effect and you shall have no duty of inquiry. I may change or revoke this authorization % a v, mten nouce addressed and delivered to TD Waterhouse. Until you receive such written revocation, you are entitled to act in reliance on this uuthurizuuun and mdcmmty. Any revocation of this authorization shall have no effect on any liability which results from transactions initiated before you receive written notlce el revocation This authorization and indemnity shall enure to the benefit of your present firm and of any successor firm or firms m'espective of an.,, change or d~ang~:>, al an? Ume m the personnel thereof ~br any causes whatsoever, and of the assigns of your present firm or any successor firms. l have carefully read this power of attorney and indemnity and understand that it authorizes my Agent named herein to exercise rights and powers over my accounts as if ! had exercised them myself and my Agent's actions and instructions with respect to my accounts are fully binding on me. I also understand and agree that TD Waterhouse has no duty or responsibility to monitor trading in my accounts by my Agent or notify me prior to accepting instructions from my agent. I understand that Agent will automatically receive duplicate confirmations and statements unless I request otherwise. Il' I have so indicated herein, I hereby authorize TD Waterhouse Investor Services, Inc. ("TD Waterhouse') to pay Agent from my account the Agent's III~III~L.EClllCli{ tees as invoiced by Agent. I also authorize TD Waterhouse to liquidate shares of any money market mutual fund [ muy hold in my accoum to thc cxtclll [K'ccssa/-y lO pay SUCh Fees. TD Wmerhouse shall rely on Agent's invoices and have no responsibility for the calcuknion or verification of tees I ,~H indemnify and hold TD Waterhouse and its affiliates, directors, officers, and employees successors and assiglls harnlluss h'om all k)s~cs, *hmn.. dan Vcs habiJillch tuld costs, including aUorney fees, which TD Walerhousc ~llUy incur by relying upon representation of Agent or upol/ this authorizat~ol~ !hi. dudh,rl/ahull ~klll ['¢main in toll lorcc and effect until revoked by me by a written notice delivered I)ersomdiy or senl by registered mail tn' certified {llall. ,did I ckclx cfi b) thc 'I'D ~Va[crhoux¢ ol'lice serving llly aCCOUHL - WATERHOUSE Institutional Services 9191 Towne Centre Drive San Diego, CA 92122 Tel: (800) 431-3500 03/30/2001 ANTHONY BRONG HACKETT ASSOCIATES INC 475 W GOVERNOR ROAD HERSHEY PA 17033 FRANCES M GREEN & LINDA G LENTZ JT TEN 808 MANDY LN CAMP HILL PA 17011 NEW ACCOUNT INFORMATION We would appreciate your help in verifying that we'have set up your account correctly. Please check the above listed title and address of your account and any other information listed below to ensure its accuracy. If you find any errors please call your Regional Service Team at 1-800-431-3500. Thank you. Your Social Security Number..: 204-01-2822 Buy/Sell Mailing Instructions: HOLD SECURITIES & HOLD PROCEEDS Dividend Mailing Instructions: HOLD DIVIDENDS Daily Sweep Option ........... : CASH MANAGEMENT FUND CMF MONEY MARKET Type(s) of Account ........... : CASH ONLY Option Trading Approval ...... : NONE - TO TRADE OPTIONS PLEASE COMPLETE OPTION AGREEMENT FORM Your Account Number .......... : 507-28210-1-9 Limited Power of Attorney Granted to ................... : HACKETT ASSOCIATES TD Waterhouse Institutional Services is a division ofTD Waterhouse Investor Services, Inc. Member NYSE/SIPC ¥ I'/I 'C~1' ,~J lI l I I IJ(J I'X(II? Quarterly Statement April 1, 2001 - June 29, 2001 HACKETT & ASSOCIATES 475 WEST GOVERNOR ROAD HERSHEY PA 17033 FRANCES M GREEN BETHANY VILLAGE 325 WESLEY DR HCC RM #326A DECHANICSBURG PA 17050 For more account information, please visit us online at www.aimfunds.com, or call Client Services at 800-457-0630. ANTHONY d BRONG 024270 000002018 2018 :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: :~ ~* .r..: ~i~ ~ ~ ' :,t. * ~ t: , ;'-~ "":~' :'::~: '"~-;'",:~¢" ..... ~`.~"~,"~?[~!?~.~x~:.~:.,~..`;:::`::::~:~:~:''::~[~J::..~::~s.~:~::~ :~::~:~:::::~:~ :: :: ::;¢:'+ NUMBER FUND O~E~IVE 5HA~ :-PRICE VALUE Non-~etiromont Account, 5002275658 AIM High Yield Fund Income Class B (675) .000 $ 4.98 $ .00 TOTAL $ .00 i~ina~t t? add to_ yo.ur .AI.M .in¥_e.strgent? For information on convenient checkless w ' emet,_.au..mma, dc. ~ang, afar't, bani( wire or ghone~ ac .... ~. .... .. ................ ays to. invest nvesEor v^gs, CliCK ~'urcnasin~, ~,~,,~-,~ qh .... v~..':_ '1 "~.~ Jz~q~.//wwW.almluncls. com, ana unaer postage-pai~l'envelope Make"~h~"~c~"~v~b~e~,,~a~aisfi.~_m~a~! us ~vg~ur person.al, chec.k in the enclosed your account number' on the Memo lin~ ~ '~n~'~ ~"~ ~an.~ ~n wmcn you w~sn to invest, and write confirmation r lose the Investment shp from your last transaction 8 2 0 ~) 2 I 5 6 5 8 ~ R 82,471 BR 213,862 5002275658 024270 000002018 2018 5'ih,er,4nni~,ersaO, pg. 2 of 2 April 1, 2001 - June 29, 2001 Individual Account Transactions FRANCES M GREEN POST TRADE TRANSACTION DOLLAR SHARE DATE DATE DESCRIPTION AMOUNT PRICE TOTAL SHARES SHARES 04/01/01 04/01/01 Balance Forward 11.045.792 04/24/01 04/24/01 Full Transfer Out $ .00 .00 -11.045.792 .000 ~cco, unt Telephone Telephone Capital Systematic . Automatic Automatic ~umoer Fund Redemption Exchange Dividends Gains Withdrawal ' Investments Exchange 5002275658 675 Yes Yes Cash Reinvest No No No ,,, ,, ~ .,....., ............. ,? , .,.'.':..,,?[..~-,..,..:.:.:...:,,+~.,,,..:*~...i..r*:i,:T.-.,i:~., ."'.'?'s'.~*:~:r~i:*r?¥':,'~'~,:':':*:*:.:,'.,'['.i:.:~:,'.:.¥,:.:i:.~ ........................................ Account Dividends & Taxes Number Fund ST Capital Gains LT Capital Gains Withheld 5002275658 675 QTR $ .00 .00 .00 YTD $ 1.971.78 .00 .00 G 2 2 5 6 5 8 ~ 1 B 2 0 82.471 BR 213,853 5002275658 024270 000002018 2018 ACCOUNT NO. [ 507-28210-1-9 LAST STATEMENT PERIOD ENDING 05/31/2001 06/29/2001 PAGE 1 OF3 507/UWQ 1 132784 ANTHONY BRONG HACKETT ASSOCIATES INC 475 W GOVERNOR ROAD HERSHEY PA 17033-2217 ACCOUNT OWNER: FRANCES M GREEN & LINDA G LENTZ JT TEN THIS PERIOD % LAST PERIOD % MONEY MARKET FUND $10,058.81 14.8 $ 10,028.37 19.1 STOCKS 16,875.00 24.9 0.00 MUTUAL FUNDS 40,853.05 60.3 42,340.37 80.9 TOTAL PORTFOLIO VALUE $67,786.86 100.0 $52,368.74 100.~0 MARKET ~ PORT D~ OR EST. ~NU~ ACCT QU~T~ DESC~PTION SYMBOL P~CE V~UE P~ I~ % INCOME CASH & CASH EQUIVALENTS CASH 10,05&81 CMF MONEY MARKET PORTFOLIO CMFMZ L000 10,058.8~ 14.8 3.80 382 STOC~ CASH 750 DQE DQE 22.500 16,875.00 24.9 1.68 1,260 MUTUAL FUNDS CASH 8,203.423 AIM INVT SECS FDS INC AHYBX 4.980 40,853.05 60.3 0.72 5,898 HIGH YIELD FD CL B SHS TOTAL ACCOUNT 67,786.86 100.0 7,540 ........ . .......... ,..%.,.... THIS PERIOD YEAR-TO-DATE MONEY MARKET INTEREST TAXABLE DIVIDENDS $511.94 $1,122.04 NON-TAXABLE DIVIDENDS TAXABLE BOND INTEREST THIS PERIOD YEAR-TO-DATE MARGIN INTEREST PAID DIVIDENDS CHARGED ACCRUED INT ON PURCHASES ACCOUNT NO. ] 507-28210-1-9 CUSTOMER NAME PERIOD ENDING FRANCES M GREEN & 06/29/2001 PAGE 2OF3 MONTHLY ACTIVITY - INFORMATION TO BALANCE YOUR ACCOUNT DEBITS DIVIDEND/INTEREST CHARGED $ 0.00 MONEY MARKET FUNDS PURCHASED 30.44 OTHER DEBITS 481.50 TOTAL DEBITS $511.94 CREDITS DIVIDEND/INTEREST INCOME $ 511.94 MONEY MARKET FUNDS SOLD 0.00 OTHER CREDITS 0.00 TOTAL CREDITS $511.94 OPENING BALANCE $0.00 + NET ACTIVITY $0.00 = CLOSING BALANCE BROKERAGE ACCOUNT $0.00 MONTHLY ACTIVITY BY ABOVE CATEGORY :::::::::::::::::::::::::::::: ::.~:~::ss::::~!~[:.~;:.::{;!3~:..~:~:~:>2~ss~::::::~[~::~;$~:~`~:;:.~::~¢~ b: ' ~: · ~;~,. '~ ' [~,': 1: i}~i I,' ' ' ~i~.l~:~:5~[~?;$5~:::::~i::~.~:!~i[:i~:;::~:tS;t:;:::;:S:~:S:::S: ::::S:::::::::::: ACCT DATE ENTRY DESCRIPTION QUANTITY DEBIT CREDIT CASH 06/01 DIVIDEND AIM INVT SECS FDS INC 481.50 HIGH YIELD FD CL B SHS RECORD 05/31/01 PAY 05/31/01 CASH 06/29 DIVIDEND CMF MONEY MARKET PORTFOLIO 30.44 MONTHLY DIVIDEND TOTAL 511.94 DA TE ENTRY DESCRIPTION AMOUNT BALANCE OPENING BALANCE MONEY MARKET FUND 10,028.37 06/29 REINVEST CMF MONEY MARKET PORTFOLIO 30.44 10,058.81 MONTHLY DIVIDEND REINVESTED CLOSING BALANCE MONEY MARKET FUND 10,058.81 ACCOUNT NO. CUSTOMER NAME PERIOD ENDING PAGE 507-28210-1-9 FRANCES M GREEN & 06/29/2001 3 OF 3 ::::::::::::::::::::::::::::::::::::::::::::::::: ~ :~:~::,,s~:~; ~:~g~[r~ . ' ' ~:~ .~g., '~[~: : , ~q~ ~ , ~¥~5~5~:g~q~?~:~:~:::~:~¢¢~:~:~:~:::~ :~::::~::~:: :::::::::::::::::::::::::::::::::: ACCT DATE ENTRY DESC~PTION QU~TI~ DEBIT C~DIT CASH 06/01 REINVEST AIM IN~ SECS FDS INC 92.241 481.50 HIGH YIELD FD CL B SHS REINVEST PRICE $ 5.22 LEGL 06/05 RECEIVED DQE ' '750 CASH 06/13 JOURNAL DQE 750 MOVE FROM ~PE 4 TO 1 LEGL 06/13 JOURNAL DQE (750) MOVE FROM TYPE 4 TO 1 ,. TOTAL 481.50 ACCT DATE ENTRY DESCRIPTION QUANTITY PRICE DEBIT CREDIT BAI. A..NCE OPENING BALANCE 0.00 CASH 06/01 REIN AIM INVT SECS FDS INC 92.241 481.50. (481.50) HIGH YIELD FD CL B SHS REINVEST PRICE $ 5.22 CASH 06/01 DIV AIM INVT SECS FDS INC HIGH YIELD FD CL B SHS 481.50 0.00 RECORD 05/31/01 PAY 05/31/01 LEGL 06/05 REC DQE 750 0.00 CASH 06/13 INL DOE 750 0.00 MOVE FROM TYPE 4 TO 1 LEGL 06/13 JNL DOE ( 750) 0.00 MOVE FROM TYPE 4 TO 1 CASH 06/29 REIN CMF MONEY MARKET PORTFOLIO 30.44 30.44 (30.44) MONTHLY DIVIDEND REINVESTED CASH 06/29 DIV CMF MONEY MARKET PORTFOLIO 30.44 0.00 MONTHLY DIVIDEND TOTAL DEBITS AND CREDITS 511.94 5 t 1.94 CLOSING BALANCE 0.00 A division of TD Waterhouse Inv Svc Inc. '1013 Wall Street New York, NY 10005-3701 (800) 933-2236 676 ~ 337,' 674/337 ANTHONY BRONG HACKETT ASSOCIATES INC 475 W GOVERNOR ROAD HERSHEY PA 17033-2217 07/02/2001 07/02/2001 SETTLEMENT'DATE: 07/06/2001 ***DL. ICATE*** TRADE CONFIRMATI ON ACCOUNT NUMBER 507-28210-1-9 ACCOUNT TYPE ~ CASH :.: CUSIP NO~. 23329d 104000 SECURITY NUMBER DO052B6 INTERNAL USE ONLY 17232 D 00551 M C R,R 6 1 VE0 YOU BOUGHT YOU SOLD SYMBOL , PRICE 750 DQE 22.30000 For The Account Of FRANCES M GREEN & LINDA G LENTZ dT TEN DQE DESCRIPTION GROSS AMOUNT 16,725.00 INTEREST COMMISSION12. O0 STATE TAXIi SEC o.FEE56 sERVIcE CHG ~ PLEASE NOTIFY US IMMEDIATELY IF CONFIRMATION IS NOT CORRECT. NET AMOUNT $16,712.44 I p~'Ac~ FOR REMITTANCE ONLY (IF SUFFICIENT FUNDS ARE NOT ON DEPOSIT) NET AMOUNT ACCOUNT NUMBER SETTLEMENT DATE $16,712.44 507-28210-1-9 07/06/2001 SEC REGULATIONS REQUIRE FUNDS/SECURITIES (IF NOT ON DEPOSIT) BY SEq-FLEMENT DATE. PLEASE INCLUDE YOUR ACCOUNT NUMBER ON YOUR CHECK AND MAKE PAYABLE TO: TD Waterhouse Investor Services, Inc. (DETACH HERE) ANTHONY BRONG I,,,llll,,,ll,,,ll,,,,I,l,,,Ihl,,,ll,l,,I,l,,ll,,,ll,,,,ll,,I HACKETT ASSOCIATES INC TD Waterhouse Investor Services, Inc. 475 w GOVERNOR ROAD Attn: Institutional Services HERSHEY PA 17033-2217 1OO Wall Street New York, NY 1OOO5-3701 Rev 5/20 WHE)AO; Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Green, Frances M. also known as Linda G. Lentz , Deceased No. 21-02-0290 Date of Death 3/13/2002 Social Security No. 204-01-2822 The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Susan E. Lederer I.D. No.: 44861 Address: 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 Telephone: 717/652-7323 Personal Representative Signature: Linda G. Lentz Signature: Signature:&~¢.~ ~v ~4~ Address: 808 Mandy Lane Camp Hill, PA 1701 Telephone: 717-763-0729 Dated: Personal Property US Savings Bond, Series E, Serial Number Q506527205 IE, Issued 12/1972 (accrued interest: $103.79) 122.54 4 shares of Vestaur Securities Inc, titled to F. George Green (deceased) and Frances M. Green, jt ten 57.10 First Union National Bank CAP Checking Account # 9620687024 titled to Frances Green, Linda Lentz, POA (accrued interest: $3.53) ~ '~ Verizon Refund Holy Spirit Hospital Refund Check Miscellaneous House Hold Goods Refund from Asbury Services, Inc. & Associates (Bethany Village) Refund West Shore A.L.S. (Ambulance Service) 11,694.29 17.81 23.40 500.00 576.02 416.60 (Attach additional sheets if necessary) Total Personal Property and Real Estate $13,407.76 I'll COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001836 LEDERER SUSAN E ESQUIRE 4811 JONESTOWN ROAD SUITE 226 HARRISBURG, PA 17109 ........ fold ESTATE INFORMATION: SSN: 204-01-2822 FILE NUMBER: 2102-0290 DECEDENT NAME: GREEN FRANCES M DATE OF PAYMENT: 11/13/2002 POSTMARK DATE: 11/11/2002 COUNTY: CUMBERLAND DATE OF DEATH: 03/13/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $154.99 TOTAL AMOUNT PAID: t~154.99 REMARKS: LINDAG LENTZ C/O SUSAN E LEDERER ESQUIRE SEAL CHECK//1015 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS BUREAU OF TNDZVZDUAL TAXES INHER/TANCE TAX DI¥ZSTON DEPT. 280601 HARRTSBURG, PA 17128-0601 COlqlqONWEALTH OF PENNSYLVANZA DEPARTlqENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX SUSAN E LEDERER ~';~ S E LEDERER LAW OFFZCE q811JONESTOWN RD ZZ6 HBG 17109 DATE ESTATE OF DATE OF DEATH FZLE NUlqDER COUNTY ACN REV-I;~I7 EX &FP (01-05) 01-20-2003 GREEN 03-13-2002 21 02-0290 CUHBERLAND 101 Amoun~ Rami~tod FRANCES N lqAKE CHECK PAYABLE AND RElqZT PAYlqENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LZNE ~'~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSElqENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSlqENT OF TAX ESTATE OF GREEN FRANCES IqFZLE NO. 21 02-0290 ACN 101 DATE 01-20-2003 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSI; APPRAZSED VALUE OF RETURN BASED ON: ORZGZNAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schadulo B) (2) 3. Closely Held Stock/Pertnarship q. Nortgages/Notas Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jo/ntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXElqPTZONS: 9. Funeral Expenses/Adm. Costs/M/sc. Expenses (Schedule H) (9) 10. Debts/Mortgage L/ab/1/t/es/L/ens (Schedule I) (10) 11. Total Deduct/ons 12. Net Valuo of Tax Return .00 179.6q .00 .00 131228.12 .00 NOTE: To /nsuro proper credit to your account, subm/t tho upper port/on of th/s form w/th your tax payment. 291781.50 (8) R3,189.26 6,308.68 687.85 (11) 6.996.53 (12) 36,192.75 13. lq. NOTE: ASSESSlqENT OF TAX: 15. Amount of L/no lfi et Spousal rate 16. Amount of L/no lq taxable et L/noal/Class A rate 17. Amount of L/no 18. Amount of Line 1~ taxable at Collateral/Class B rate 19. Princ/pal Tax Duo TAX CREDZTS: PAYMENT RECEZP1 DZSCOUNT DATE NUHBER ~NTEREST/PEN PAZD (-) 06-10-2002 CDOO1Z8~ 73.68 11-11-2002 CD001856 .00 Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (13) . O0 Net Value of Estate Sub,oct to Tax (lq) 36,192.73 Zf an assessment ~as lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 reflect figures that include the total of ALL returns assessed to date. (15) .00 x O0 = .00 (16) 36,192.73 x 0~5 = 1,628.67 (17) . O0 x 12 = . O0 (18) . O0 x 15 = . O0 (19)= 1,628.67 AHOUNT PAZD 1,qO0.O0 15q.99 TOTAL TAX CREDZT DALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. 1,628.67 .00 .00 .00 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT IS RE~UZRED. TF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent · Frances M. Green Date of Death ' 3/13/2002 Will No. 21-02-0290 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate' State whether administration of the estate is complete' Yes X No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete · 3. If the answer to No. 1 is Yes, state the following: a account with the Court Did the personal representative file a final Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is' c. Did the personal representative state an account informally to the parties in interest ? Yes X No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans'Court and may be attached to this report. ! Signature Susan E. Lederer Name (Please type or print ) 4811 donestown Road, Suite 226 Harrisburg, PA Address 17109 ( 717 ) 6527323 Tel. No. Capacity · Personal Representative X Counsel for personal representative