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Home My WebLink About04-1152 PETITION FOR PROBATE and GRANT OF LETTERS Estateof DOROTHY R. WICKARD No. 2-I- 0"~" II 52_ a/so known as To: Register of Wills for the , Deceased County of CUMBERLAND in the Social Security No. Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the exe~yu~,Ors named in the last will of the above decedent, dated Auqust 2, 196~ t??¢; and codicil(s) dated Blain L. Wickard died April 16~ 1998 (state relevant circumstances, e,g rcmmciation, death of executor, crc ) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1620 York Road, Monroe Township (list street, number and municipality) Decedent, then ~ years of age, died 12/5/2004 Except as follows, decedent did not marry, was not divorced and did not have a child born or d after execution of the will offered for probate; was not the wct~m of a kfihng and was never adju~ incompetent: Decedent at death owned prope~y with estimated values as follows: (If domiciled in Pa.) All personal prope~y $ (If not domiciled in Pa.) Personal proper~ in Pennsylvania $ (lf not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 173,050.~ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary thereon. (testamentary; administration eta.; administration d.b n.c t.a.) .(] ~ 475 Bloserville Road -~- '~'¢..~/]~: c~ff'¢-~<.~26r ~/~- Neville PA 17241 ~ /~l~ne Louis~yer~ . ' ~*~;--¢~c~ 575 Park Drive Boiling Sprinqs PA 17007 ~ ~ Linda Diane Hoover 1501 York Road ~.~ 4,~ ~'~--~ ~'(~;~ Carlisle PA 17013 ~¢~¢roy Wi~grd . 1410 York Road ~.~;,(~ ~?~,~ ~/(,;~-,..~ Carlisle PA 17013 ~, Doris Mae Hawkins OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) abuve-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to ihe best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or ,a. Sfirmed and subscribed~ 4 c~/./~ ,,~.. . -..~ -~ ~.,.,· _ .,' - ~' before me thi~ J~ da~of ~ ,~,~,/.-~ '~ x¢ ...... . _ ~-~ ~_ L Estate of DOROTHY R, WICKARD , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW D v~ ( ~JSi i5 L/I~5 i'7 ,~ ~_3 0 4 , in consideration of the petition on the reverse side hereoL satisfactory proof having been presented before IT IS DECREED that the instrument(s) dated 8/211996 described therein be admitted to probate and filed of record as the last will of Dorothy Ft. Wickard and Letters Testamentary are hereby granted to Darlene Louise Myers, kinda Diane Hoover, Jay kero¥ Wickard and Doris Mae Hawkins Rep. ister of Wills ' Probate, Letters, Etc ......... $ ~q 5 00 25483 Sho~ Certificates ( '] ) ...... $ Z I. () 0 ATI'ORNEY (Sup Ct. ID. No.) ~ncia~ .X-. ~(b} .. ..... $ gq. C,~ 20 Efford Road, Ste 200 ,~L ~ $ iG,0L~ Lemovne PA 17043 TOTAL __ $ 3~ ~ ADDRESS (717) 236-9318 Filed ........................ PI lONE DEC 8 200~ '-" O© C3 ~ ~ ~}~ ............................. ~,~ I ............. ~ ....................... Ewzng Brothers ~unerai Home, inc. LAST WILL AND TESTAMENT I, DOROT~ ~ WlC~, of Mo~oe Township, Cumberland ~nty, Pe~sylva~a, being of sound mind, disposing memo~ and ~11 legal age, do hereby make, publish ~d declare t~s instrument to be my Last Will ~d Testment, hereby expressly revohng ~ Wills and Codicils heretofore made by me. ONE: I direct my Executor or my Co-Executors, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Co-Executors of my estate. TWO: My Executor or Co-Executors, as the case may be, may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or they may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor Co- Executors to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor or Co- Executors is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Co- Executors. THREE. i hereby give, devise and bequeath all of my estate of every nature and wherever situate to be distributed IN TRUST, for my spouse BLAIN L. WICKARD, subject to the following provisions: A. The estate shall be divided by the Trustee into two separate trusts, hereinafter referred to as Trust A (the Marital Trust), and Trust B (the Family Trust). B. Trust A, the Marital Trust, shall consist of all of my assets other than those allocated to Trust B, the Family Trust. C. Trust B, the Family Trust, shall consist of assets equal in value to the maximum amount, if any, that are necessary to permit my estate to use in full any federal estate tax unified credit which has not been claimed for distribution during my lifetime after considering any adjusted taxable gifts and bequests by Will which do not qualify for the marital deduction and all charges to principal of the estate which are not deducted in computation of the federal estate tax of my estate; provided, however, that the allocation of the Family Trust shall be satisfied with assets as of the date of allocation or distribution; and provided further that any assets which do not qualify for the federal estate marital deduction shall be used first to satisfy the allocation to this Family Trust. D. From the Marital Trust, the Trustee shall pay all of the net income to my spouse, BLAIN L. WICKARD, in monthly payments. My spouse also has the right to receive from the Trustee all or a portion of the principal from the Marital Trust and to change the beneficiaries of this Marital Trust in my spouse's discretion. At the death of my spouse, the Trustee shall distribute the remaining principal and accumulated income of the Marital Trust to my children, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKARD, and DORIS MAE HAWKINS, in equal shares, per stirpes, which provides that the child or children of any deceased child taking the share their parent would have taken if living. If one of my children dies without living issue, the share of said deceased child shall be distributed to the other children living at that time. E. From the Family Trust, the Trustee shall pay all of the net income to my spouse, BLAIN L. WICKARD, in monthly payments. The Trustee may distribute to my spouse such amounts from the principal of the Family Trust as provided hereunder, up to the whole thereof, as the Trustee, in his or her discretion, shall deem necessary or advisable to provide for the care, maintenance and support of my spouse, so as to support my spouse in my spouse's accustomed manner of living, provided, however, the Trustee shall consider any other sources of income available to my spouse when making payment hereunder. The Trustee shall, 3 when requested by my spouse, pay five (5%) percent of the principal or $5,000.00, whichever amount is greater, annually to my spouse during my spouse's lifetime, but in no way shall the Trustee distribute more of the principal of this Family Trust to my spouse than in the above amounts. This limited right to make withdrawals from the principal of the trust estate is noncumulative, so that an amount which might have been withdrawn during a particular year may not be withdrawn in any subsequent year. Upon the death of my spouse, the remaining accumulated income and principal of the Family Trust shall be distributed to my children, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKARD and DORIS MAE HAWKINS, in equal shares, per stirpes, which provides that the child or children of any deceased child taking the share their parent would have taken if living. If one of my children dies without living issue, the share of said deceased child shall be distributed to the other children living at that time. F. In the event that my spouse predeceases me, dies simultaneously or I choose for whatever reason during my lifetime to withdraw all of the assets from the Marital Trust set forth in my spouse's Last Will and Testament or ifI have accumulated any other assets which are not being held in trust hereunder or under any written trust document executed by me during my lifetime, then in that event, I hereby give, devise and bequeath all the rest, remainder and residue of my estate under this Paragraph Three to be distributed to my children, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKARD and DORIS MAE HAWKINS, in equal shares, per stirpes, which provides that the child or children of any deceased 4 child taking the share their parent would have taken if living. If one of my children dies without living issue, the share of said deceased child shall be distributed to the other children living at that time. FOUR. The Trustee, as well as my Executor or Co-Executors, shall have the following powers, in addition to those vested in it by law, for my property held for the benefit of my beneficiaries, whether income or principal, exercisable without court approval and effective until the distribution of all property under the terms of the trusts set forth in Paragraph Three or Paragraph Four above: The Trustee, at its discretion, may compromise claims, borrow money or retain property for such length of time as it may deem proper, sell lease, pledge, mortgage, transfer, exchange, convert or otherwise dispose of or grant option of all or any portion of trust property for such prices and on such terms in public or private transactions as it may deem proper; and invest trust property and income without restrictions to legal investments. The determination of the Trustee with respect to the advisability of making payments out of the income or phncipal to any heir or beneficiary inheriting hereunder shall be conclusive and binding on all persons howsoever interested in the respective trust. Further, the Trustee shall be authorized to receive additions to the respective trust of any kind or any property whatsoever from sources other than my estate and at any time in the sole discretion of the Trustee. FIVE. I hereby nominate and appoint my spouse, BLAIN L. WICKARD, to be the Executor of this my Last Will and Testament. If my spouse has predeceased me, failed to qualify, renounced or ceased to serve as Executor for whatever reason, I then appoint my children, DARLENE LOUISE MYERS, LINI)A DIANE ltOOVER, JAY LEROY WICKARD and DORIS MAE HAWKINS, to serve as the Co-Executors in his place, said substitute personal representatives having the same powers as are given to the original Executor hereo£ SIX. I hereby nominate and appoint FINANCIAL TRUST COMPANY, to serve as Trustee of any trust(s) created herein. SEVEN. No Executor, Co-Executors, or Trustee acting hereunder shall be required to post bond or enter secuhty in this or any other jurisdiction. EIGHT. No person or persons shall benefit hereunder unless such beneficiary shall survive me for a period of at least thirty (30) days. NINE. In the event ora common disaster causing the death of myself, my spouse and all of my children and grandchildren, without surviving issue, all within a period of thirty (30) days, and no other disposition of the residue of my estate is directed by this Will, then in that event only, I give, devise and bequeath the rest, residue and remainder of my estate, real and personal, to be divided equally, per stirpes, between the remaining heirs of my family, the respective identities of those heirs to be determined in accordance with the intestate law in effect in the Commonwealth of Pennsylvania at the time of my death and the remaining heirs of my spouse's family, the respective identities of those heirs to be determined in accordance with the intestate law in effect in the Commonwealth of Pennsylvania at the time of my death. TEN. No beneficiary may assign or anticipate his or her interest in any income or principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise reach any such interest. ELEVEN. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Three G. hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. TWELVE. The validity and administration of any trust established hereunder and any question or disputes relating to the construction or interpretation of any said trusts shall be 7 governed and construed in accordance with the laws of the Commonwealth of Pennsylvania. IN WITNESS WltEREOF, I have hereunto set my hand and seal thi~day of August, 1996. ~ ~' ~'.~ (SEAL) DO/~OY~V ~. W~C~Am) Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said persoffs presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, DOROTHY R. WICKARD, MARTHA L. NOEL and CHERYL L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a 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. D{~I~OTHY R. WICKARD MARTHA L. NOEL ~tE-RYL L. CLELANb COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by DOROTHY R. WICKARD, the testatrix herein and subscribed and a~vorn to before me by MARTHA L. NOEL and CHERYL L. CLELAND, witnesses, thi~ day of August, 1996. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: DOROTHY R. WICKARD Date of Death: December 5,2004 Will No. 21-04-01152 Admin No. To the Register: I certifY that the Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served or mailed to the following beneficiaries of the above-captioned estate on January 17,2005. NAME ADDRESS JAY LEROY WICKARD 1501 York Road Carlisle, PA 17013 DARLENE 1. MYERS 475 BloserviIle Road NewviIle,PA 17241 ': DORIS M. HAWKINS 14IO York Road Carlisle, PAl 70 13 LINDA D. HOOVER Date: :;,}/(,z"o>' / I 575 Park Drive Boiling Springs, PAl 7007 '"' Capacity: Personal Representative -X.. Counsel for Personal Representative 1- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HOOVER LINDA DIANE 575 PARK DRIVE BOILING SPRINGS, PA 17007 -------- fold ESTATE INFORMATION: SSN: 196-14-2777 FILE NUMBER: 2104-1152 DECEDENT NAME: WICKARD DOROTHY R DATE OF PAYMENT: 03/03/2005 POSTMARK DATE: 03/03/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/05/2004 NO. CD 005015 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $27,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 1005 SEAL INITIALS: CCP RECEIVED BY: REGISTER OF WILLS $27,000.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS REV-1500 EX + (8-00) REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT .W COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ..... Z W C W (J W C WICKARD DOROTHY R DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICiAl use ONLY FILE NUMBER 2 1 -04 0 1 1 52 COuNTYCciiiE -YEAR- --'+ - NuMsER- - SOCIAL SECURITY NUMBER 1 96- 1 4 - 777 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER w < ~-Ul uO::~ wc..u :&:00 uO::..J ~11l >C( 12/05/2004 09/11/1924 {IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D 3. Remainder Retum !(dateofdeath priot"to 12-13-82) D 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) IX] 1. Original Return D 4. Limited Estate IX] 6. Decedent Died Testate (Atlach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (AttachcopyofTrustj D 10. Spousal Poverty Credit (date of death between 12.31.91 and 1.1-95) ~ z w c z o c.. Ul W 0:: 0:: o U THIS$ECTION MUST BE COMPLETED.ALLCORRESPONDENCE AND CONFIDENTIALtAX INFORMATION SHOULD BE IRECtEDTO:>' NAME COMPLETE MAILING ADDRESS David H. Radcliff 20 Erford Road FIRM NAME (If Applicable) Radcliff Law Office P.C. Suite 200 TELEPHONE NUMBER 717 236-9318 Lemo ne PA 17043 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (1) (2) (3) (4) (5) OFFI IAL USE ONLY 170,000.00 116,322.24 f! .- .0 !.rl -b I rb -n :,;:'~ . :'-5 ~:2 J ""j C:J ! c;~~ ,_ 'n ~ ~:ri .r) ':.~ .> -, '-,-~ 130,480.71 26,392.64 f'"""-) ., , ' z o i= :5 :J t: D.. <C (J w 0::: 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (6) --.\ "t." :t~ f_~fJ i." (7) (9) (10) 316,895.84 (8) 760,091.43 19,593.20 596.69 14. Net Value Subjectto Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o i= <C ..... :J D.. ::i o (J X <C ..... 15. Amount of Line 14 taxable at the spousal tax rate, orlransfers under Sec. 9116 (a)(1.2) 19. Tax Due 0.00 X _ (15) 739,901.54 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) (11) (12) (13) 20,189.89 739,901.54 16. Amount of Line 14 taxable at lineal rate (14) 739901.54 17. Amount of Line 14 taxable at sibling rate 0.00 33,295.57 0.00 0.00 33,295.57 18. Amount of Line 14 taxable at collateral rate 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > >BESURETOANSWERALLQUESTIONSONREVERSESIDEANDRECHECKMATH ...<< .. Decedent's Com Jete Address: STREET ADDRESS k R d 1620 Yor oa CITY Carlisle STATE PA Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 33,295.57 27.000.00 1.421.01 Total Credits (A + 8 + C) (2) 28,421.01 3. InteresUPenalty if applicable D. Interest E. Penalty 4. TotallnteresUPenalty ( 0 + E) 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) 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) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 5. 0.00 4,874.56 4,874.56 il PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS! 1. Did decedent make a transfer and : Yes ! No a. retain the use or income of the property transferred; ........................................................................... 0 ioo b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 100 O !.!Xl c. retain a reversionary interest; or ...................................................................................................... .~ O i,!Xl 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 O i,!Xl 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? ................. 0 ioo 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which rvI 1,,0 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 ot THE RETURN. Under penalties of pe~ury, 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 complett. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. i SIGNATU F PERSON SPONSIS FOR FILING RETURN DATE i 7-<-~'~ i I PA 17007! I DATE - 2- ~ D;:. - 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 [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 0 The statute does not exempt a transfer to a surviving spouse from tax, and the statutor 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 y or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. )ouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). i1ing a tax return are still applicable even if The tax rate imposed on the net value of transfers to or for the use of the decedent's Ii The tax rate imposed on the net value of transfers to or for the use of the decedent's ~ _ individual who has at least one parent in common with the decedent, whether by blood or adoption. [\J APD 3, A-'\8T' use of a natural par~nt, an adoptive parent. n 72 P.S. ~9116(1.2)1 [72 P.S. ~9116(a)(1)]. ing is defined, under Section 9102, as an REV-1502 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WICKARD DOROTHY R 21 04 01152 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property woUld be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real ro e which is 'oint -owned with ri ht of survivorshi must be disclosed on Schedule F. SCHEDULE A REAL ESTATE ITEM NUMBER 1. DESCRIPTION Residence at 1620 York Road, Monroe Twp, Cumberland County, PA (See settlement sheet and appraisal attached) VALUE AT DATE OF DEATH 170,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 170000.00 U. . OEPARTMENT OF HOUSING ANO URBAN DEVELOPMENT COMB # 2 02.0265) A. HUD-1 UNIFORM SETTLEMENT STATEMENT B. Type of Loan 1.{1 FHA 2.{) FmHA 3.{1 Conv. Unin~. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 4.[ ] VA 5.[) Conv. Ins. 105-883 N/A N/A C. NOTE: This form furnishes a statement of settlement costs. Amounts paid to and by the settlement agent are shown. Items marU<ed "(p 0 c )" were paid outside the closing' they are shown for informational purposes and are not included in the totals D. Name & Address of Borrower: E. Name, Address & TIN of Seller: F. Name & Address of Lender: Doris M. Hawkins and Robert L Hawkins Estate of Dorothy R. Wickard 1410 York Road 1620 York Road NONE Carlisle PA 17013 Carlisle . PA 17013 , G. Property Location: TIN of Seller: T H. Settlement Agent: 1620 York Road Place of Settlement Anthony L. DeLuca, Esquire Carlisle, PA 17013 113 Front Street Boiling Springs, PA 17007 I. Seltlement Date: I April 8. 2005 J. Summary of Borrower's Transaction 100. Gross Amount Cue from Borrower: K. Summary of Seller's Transaction 400. Gross Amount Cue to Seller: 101. Contract sales price $170,000.00 401. Contract sales price $170.000.00 102. Personal Property 402. Personal Property 103. Borrower's selllement charges (line 1400) 1.019.00 403. 104. 404. 105. 405. Adjustments for Items paid by seller in advance Adjustments for Items paid by seller in advance 106. City/town taxes 04/0812005 to 12/31/2005 24.91 406. City/town taxes 04/0812005 to 12/31/2005 24.91 107. County taxes 04/08/2005 to 12/31/2005 272.21 407. County taxes 04/08/2005 to 12/31/2005 272.21 108. Assessments to 408. Assessments to 109. School taxes 04/08/2005 to 06130/2005 285.66 409. School taxes 04/08/2005 to 06/30/2005 285.66 110. 410. 111. 411. 112. 412. 113. 413. 120. Gross Amount Cue from Borrower $171,601.78 420. Gross Amount Cue to Seller $170,582.78 200. Amounts Paid by or In Behalf of Borrower: 500. Reductions In Amount Cue to Seller: 201. Deposits or earnest money 501. Excess deposi1 (see instructions) 202. Principal amount of new loan(s) 502. Settlement charges to seller (line 1400) $404.65 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 204. Credit for Estate Interest of Doris M. Hawkins $42.500.00 504. Payoff of first mortgage 205. 505. Payoff of second mortgage 206. 506. Credit for Estate Interest of Doris M. Hawkins 42,500.00 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for Items unpaid by seller 210. Cityltown taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. to 513. to 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. Total Paid Bylfor Borrower $42,500.00 520. Total Reduction Amount Cue Seller $42.904.65. 300. Cash at Settlement Fromlto Borrower 600. Cash at Settlement Tolfrom Seller 301. Gross amount due from borrower (line 120) $171,601.78 601. Gross amount due to seller (line 420) $170,582.78 302. Less amounts paid by/for borrower (line 220) 42,500.00 602. Less reductions In amount due seller (line 520) 42,904.65 303. Cash (xl from r I to Borrower $129,101.78 603. Cash lX1I to r 1 from Seller $127.678.13 Substitute Fonm 1099 Seller Statement The information In Blocks E. G, H, I & line 401 (or, If line 401 is asterisked, line 403 and 404) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a retum, a sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. If this real estate Is your principal residence, file Form 2119, Sale or Exchange of Principal Residence, for any gain, with your income tax return; for other transactions. complete the applicable parts of Form 4797, Form 6252 and/or Schedule 0 (Form 1040). You are required to provide the Settlement Agent (named above) with your correct taxpayer identification number. If you do not provide the Settlement Agent with your taxpayer identification number, you may be subject to civil or criminal penalties imposed by law. Under penalties of perjury. I certify that the number shown on this statement is my correct taxpayer identification number. (Seller) (Seller) l' L. Settlement Charaes 700. Total SaleslBroker's Commission: (based on price) @ % Paid (rom Paid from Division of Commission (line 70m as follows: Borrower's Sellllr's 701. Funds at Funds at 702. Settlement Sellfetnent 703. Commission paid at Settlement 704. BOO. Items Payable In Connection with loan 801. Loan Oriainalion Fee 802. Loan Discount 803. Appraisal Fee 804. Credit Reoort 805. Lender's InsPection Fee 806. Mortaage Insurance Apolication Fee 807. l 808. 809. " 810. 811. 812. ; 813. , 814. 900. Items Reauired by lender to Be Paid In Advance 901. Interest from I I to I I (/il $ I loerday 902. Mortaage Insurance Premium for 903. Hazard Insurance Premium for 904. 905. , 1000. Reserves OeDoslted with lender 1001. Hazard insurance months $ oer month 1002. Mortaaae Insurance months $ per month 1003. Citv proPertv taxes months $ er month 1004. Countv orooertv taxes months $ er month 1005. Annual assessments months $ er month 1006. months $ er month 1007 1008. 1009. Aaareaate AccountinQ Adiustment 1100. Title Charges 1101. SettlemenVclosino fee 1102. AbstracUtitle search To Liberty Land Transfer. Inc. 125.00 " 1103. Title examination 1104. Title insurance binder 1105. Document preoaration 1106. Notarv fees 1107. Attorney's fees Anthonv L. DeLuca. Esquire/David H. Radcliff. Esquire 850.00 f1.0.C. (includes above item numbers 1101.1103.1105 1108. Title insurance (includes above item numbers 1109. Lender's coveraoe i 1110. Owner's coveraoe ; 1111. 1112. , 1113. 1200. Government Recording and Transfer Charges , 1201. Recordina fees: Deed 44.00 Mortoage Release 44.00 1202. Citvlcounty taxlstamps: Deed Mortgage 1203. State tax/stamps: Deed Mortgage 1204. 1205. " 1206. 1300. Additional Settlement Charaes 1301. Survev 1302. Pest InSPection 1303.2005 Countv. Library. Townshio Taxes to Mary A Murrav. Tax Collector 4a14~ 65 1304. 1305. , 1306. 1307. 1308. 1400. Total Settlement Charaes (This Number Transfers to Lines 103 & 502 Above) $1.019.00 $ 404.65 CERTIFICATION I have carefutty~vfeWed the HUD-l Settlement Statement and to the best of my knowledge and ;' disbur,se ents :de n my accou ?' y me in tJ., S tlon. I further certify th e i....:~ "-.... er Zd>u-N m. ;tIa~u..A""!"; 8..Cl':t.t.~:z: /J!0i~ Seller 4"'W Borrower I 7 To the best of my knowledge the HUD.1 Settlement Statement which I have prepared is true and ac urate account of the funds which were received aj,d have be~~~%'J~~ ~~~~~~~~lt~g~~t tra~action{1;~tJ ~ ~"C1'J Date WARNING: It IS a ~a1se stalementa 10 1he Uni1ed Slate, on this or any oU\et similar form. Penalties upon conVlctiQn can mdude a rIne and impriSOt'imenl. FOf delails see: Titl. 1~ US Code S.dion 1001 and Section 1010 ; S. \' ARRETT REAL ESTATE & APPRAISAL SE! ;ES Fie No. 04.{)854 APPRAISAL OF /~ - .--.--- LOCATED AT: 1620 York Road Carlisle, PA 17013 FOR: David Radcliff, Esquire 20 Erford Road, Suite 200 Lemoyne, PA 17043 BORROWER: WICKARD, Dorothy (Estate of) AS OF: December 5,2004 BY: Cassandra J. Crockett Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 '. ""::."~ S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES Fie No 04-0654 01/19/2005 David Radcliff, Esquire 20 Erford Road, Suite 200 Lemoyne, PA 17043 File Number: 04-0854 In accordance with your request, I have personally inspected and appraised the real property at: 1620 York Road Carlisle, PA 17013 The purpose of this a)ipraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the estimated market value of the property as of December 5,2004 is: $185,000 One Hundred Eighty-Five Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final e~timatc of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, /7 / n ~_,.V t. t:.~.k:I.t-".L-UL-/?-' L~~ c.Y':' Cassandra J. Crockefl Certified Residential Appraiser l- 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 ". '- ";, # ~- p1" 'roperty Descript,ion File No. 0 -08 Property Addreoo 1620 York Road C~y Carlisle Stole PA Zi>Code 17013 Leoal Description Deed Book 30-L' Paae 155 Counly Cumberland Assesoo~s Parcel No. 22-10-0638-016 Tax Vear 04/05 RE. Taxes $ Special Assessments $ N/A Borrower WICKARD Dorothv (Estate of! Current Owner Wickard, Blain & Dorothv Occu panl: L J Owner I T enanl Ixl Vacanl ~ Prooerlv riohls aoorabed [X J Fee Simole r I leasehold I Pro'ecl Type I I PUD I I Condominium (HUDNA onlvl HOA$ N/A /Mo. - NeiQhborhood or Project N.lme Monroe Twp Mop Rererence 10-063B Census Tracl 0117.00 Sale Price$ N/ A Dale or Sale N/A Descri lion and $ amounl or loan charueslconcesoions 10 ~e paid by seller N/A Lender/Clienl David Radcliff ESQUire Address 20 Erford Road Suite 200 Lemoyne, PA 17043 Aoor:Jr:.er Cnssandrn J. Crockett Addreos 126 North Hanover Street Carlisle PA 17013 LOC&llion W Urb.m \,QJ Suburban W Rural Predomlmmt Single f~mily housing Present land use Y. L.md use change Buit up EJ Over 75% ~ 25.75% EJ Under 25% occupancy PRICE AGE One falrily ~ EJ Not likely 00 Likely $(000) ()4'5) Growth r;Jte Rapid X Slo~l. Slow 00 Owner ~Luw~ 2-'1 family ~ In ploce:;:: Property v;Jlues ~ IneeeoslDg @ Sloble B Dedining @ Tenant 500+ Hioh 1 00 Mullj./anjy ~ To: Residential Demand/supply Shortage X In biiJnce OversupPy A ~=o~~) .:::::;:::;:::::::~ Predorrunant ";:::::;::::::r;" Commercial 2% Markelino lime n Under 3 rroo (Xl 3-6 roos n Over 6 roos. 165 I 30 Vacant ) 30% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characlerislics: Subject is bounded on the north by Rt.641' on the east by R1.15' on the south by .; Dlllsburq; and on the west bv Carlisle. ~ Factors thai affecllhe markelabilily of lhe propenies in the neighborhood (proximity 10 employmenl and amenilies, employmenl stabilily, appeal 10 markel, elc.): :; .; Sub'ect orooertv Is located in an exaondlno residential area of sinole familv homes and farms between Carlisle and .. Dillsburq. Shoppinq and other amenities are within a short drivinq distance. School system is Cumberland Vallev District and students are bused. SMSA 42-3240. - Markel conditions in the subjecl neighborhood (including support for the above conclusions reialed 10 thelrend of property values, demand/supply, and markeling time . - such 33 data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, elc.): Propertv values are currently stable with an averaQe marketing time of 80-100 days. Economic trends and lendinq rates have remained favorable. Sales concessions occur infreauently. There are new homes under construction in surroundinQ developments as well as resales available In the neiClhborhood. i Project Information tor PUDs (If applicable) - -Is the developer/builder in conlrol of lhe Home Owners' Associalion (HOA)? U VES U NO :- Approximate lotal number ul unils in the subject project N/A . Approximalelolal number 01 units for sale in Ihe subject project N/A Oe:;cribe common element:; nnd recreation;)1 facilities: N/A Dimensions See legal description/tax mao Topography Rollinq Sile area 11.25 Acres M/L Corner Lol U Ves 120 No' Size Larqer than normal Specific zoning classirication and deseeiplion Aaricultural Shope IrreQular Zoning compliance 00 Legat ~r Legal nonoonloming (Grandfathered use) U lUega' U No zoning Drainage Aooears adequate Hiohest & best use as imoroved: X Present useh-Other use (explain) View ResidentlallCou ntrys ide Utilities Public Other Off-site Improvements Type Public Privale Landscaping Tvpical Electricity 00 200 amo Slreet Asphalt 00 0 Drive"ay Surface Stone Ga. 8 Well Curb/gutler None 0 0 Apparent easemenls None Aooarent Water Sidewalk None 0 0 FEMA Special Rood Hazard Ivea U Ves 120 No S..:mitJry sewer o Septic Slreellights None R R FEMA Zone C Map Dale 6/2/92 Storm sewer n Alley None FEMA Map No. 420364 Comments (apparent adverse easemenls, encroachmenls, special assessmenls, slide areas, Hlegal or legal nonconforming zoning, use, etc.): Well/Seotic common for area and have no adverse affect on marketabilitv. There are no adverse easements encroachments or other adverse conditions. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Stone Slab None Ivea Sq. Fl. 702 Roof 0 No. of Slories Two Exterior WaDs Vlnvl Cr.rM Space P a rti a I % Finished 0% Celing -00 Type (Det.lAII.) Detached Roof Surface Metal Basemenl Partial Celing Unfinished WaDs -00 Design (Slyle) 2 Story Gutlers & Ownspls. Aluminum Surrp Purrp Floor Drain Wans Stone Roor - 00 Existing/Proposed Existinq Window Type DoubleHunq Dampness None Obs. Floor Concrete None -0 Age (Vrs.) 100 Yrs+/- Storm/Seeeens Yes/. .SelUemenl None Obs. Oulside Enlry Yes l>*mwn ==0 Effective Aoe (Yrs.) 15-20 MiJnufilctured House No Infeslalion None Obs. - ROOMS Foyer Living Dinino Kilchen Den Famiy Rm. Rec. Rm. Bedrooms , Baths Laundrv Olher Ivea SoH . Baserrent - level 1 1 1 1 .5 Area 1026 . Level 2 3 1 702 .:; Finished area above arade contain~: 6 Rooms. 3 Bedroom's); 1.5 Bafhls): 1 728 Sou are Feet of Gross Livino Ivea INTERIOR Malerials/Condilion HEATING KITCHEN EQUIP. ATTIC AMENITIES .CAR STORAGE: Roors CarpetNinyl Type EBB Refrigerator 0 None 0 Freplace{s) 'Brick 00 None 0 Walls Plaster/Panel Fuel Electric Range/Oven 00 Stars 00 Palio 0 Garage , of cars Trim/Finish Wood ConddionAveraae Disposal 0 Drop Slar 0 Deck 0 Attached Balh Roor Vinyl COOLING Dishwasher 0 Scuttle 0 Porch Two 00 Detached Balh Wainscol DrvwalllFbrQls Cenlral None Fan/Hood 0 Floor lKl Fence WoodlWire R Buil-In Door:i Wooden Other None Microwave R Healed R Pool Carport 1 AveraQe Condition CondlionN/A Washer/DrYer Finished Drivewav 2/Stone Adddional features (special energy efficienl ilems, elc.): See Attached Addendum f Condition of the improvemenls, deprecialion (physical, functional, and external). repairs needed, quality of conslruction remodeling/additions. elc.: Improve ments are in averaQe condition. Some exterior frame peel inCl' two of the second floor bedrooms lack closets no functional adiustment taken reflected In value reDorted. . 1 Adverse environmenlal conditions (such as, but not limiled la, hazardous wastes, toxic subslances, elc.) presenl in the improvements, on the site. or in the immediale vicinily of lhe subjecl property: No adverse environmental conditions are apparent/disclosed. SUMMARY APPRAISAL REPORT I UNIFORM RESIDENTIAL APPRAISAL REPORT 4 54 addic Mac Fc.rm 70 6-93 PAGE 1 OF 2 ""oduc"IUlgACl__..MO.21un7__~.cont Fame ~ Fc.r,~ ~~_ ;,.9J ADDENDUM Borrower: WICKARD, DorothY (Estate of) 'Propar!y Add;ess: 1620 York Road City: Carlisle Lender: David Radcliff, Esquire File No.: 04-0854 Case No.: Slale: PA Zip: 17013 Additional Features Vinyl siding, aluminum gullers, .some replacement windows recenlly added; fireplace In living room Is currenlly closed, nue Is used with kerose"" space heater; brick hearth with wood slove In kilchen; submersible well pump, storage tank, and water conditioning system also recenlly added; outbuildings Include: frame washhouse (14x 24), frame poullry house (14 x 20). frame hog barn (14 X 26), frame livestock barn with 2nd noor slorage (40 X 50) and allached equipment storage all In average-fair condition. Addendum Page 1 of 1 "r ". "';-".,1" SUMMARY APPRAISAL REPORT i UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0654 Commenls on Cosl Approach (such as, source of cosl estimate, sile yalue, square 1001 calculation and for HUD. VA and FmHA. the eslimated remaining economic life of lhe properly): Cost approach was considered [from Marshall Swift Valuation Service Handbook and local cost analysis] but not deemed effective due to the age and condition of the subject propertv. Land value from Market Data Comparison. Dcoreciation bascd on aQellife observed condition and Market Data Analvsis. Estimated Remaining Economic Lire Is 30-35 years. 95 000 COMPARABLE NO.2 3360 Spring Road Carlisle COMPARABLE NO.3 1259 Boiling Springs Road Monroe-BoilinQ SDrinos 1.8 Ml E 218900 ji ", "tfi"'i $ 72.34 III t 165000 .t"'iM&'{;;{I $ ..... Jffi{\",j,: '. $ 107.18 III i:::::i:::::;::::::::-::::::: MLS/Courthouse Records DESCRIPTION I .'.'IAd'......~ None, Cony , DOM 167 ' 7/03 : Suburban ' Fee SimDle : 2 Acres+/- : Residential ' 2 StorY/Avo : Good/Brick : 100 Yrs+/- SUDerior r15%1: Total ~ Mm, I ealtls : 8: 3:' 1.50' 1 ,922 Sq.Ft. : Partial BsmtJ : Unfinished Tunical EBB/None TVDical 2 Car Garaoe Sun Room/FP/ , Deck/Hot Tub ' o SmmrKit/Shcds : MLS/Courthouse Records DESCRIPTION I. '.j $ AdJ""m.~ None, Conv : DOM 91 ' ...9/04 : Suburban Fee Simole 13 Acres+/- Resid/Cntrvsd 2 StorY/Ava : AvoNinvl : 100 Yrs+/- ' Superior r10%1: MLS/Courthouse Records DESCRIPTION I ".'$ Ad'''''"'''' None,Conv : DOM4 : 6/04 : Suburban ' Fee SimDle : 5 Acres+/- : Resid/Cntrvsd ' 2 Storv/Ava : Avo/Frame : 100 Yrs+/- ' Similar : Valuation Sectlolil I ESTIMATED SITE VALUE. . . . . . . . . . . . . . . . . . . . . . . . . . . " $ . ESTIMATED REPRODUCTION COST -NEW OF tMPROVEMENTS: Dwelling Sq. Fl. @ $ " $ ~ Sq.FI. @$=== = ~ = ~ GarageJCarport _ Sq. FI. @ $_ = ~ Tolal Estimated Cost New ..... . . . . . . . . . .. " $ ~ less .. Physical I Functio~ I E.ler~ Est. Remaining Econ. L~e: DepreaallOO ----1 .. = $ Deprociolt",d VOJlue of Improvement::; . . . . . . . . . . . . . . . . . .. = $ 'A.-is' Value 01 Site Improyements. . . . . . . . . . . . . . . . . .. ~ $ INDICATED VALUE BY COST APPROACH. . . . . . . . . .. "$ ITEM I SUBJECT COMPARABLE NO.1 1620 York Road 440 Ponderosa Road Address Carlisle Lower Frnkfrd-Carlisle Pro.imityloSub'ect .... :'{"mW?tiNt:MWW? 11.7 MI WNW Sale. Price $ N/AtffnJtMWifN:H $ PricelGrO"..s Liul,rea $ 0.00 III $ 92.44 III It):.t:Mtf:'i " $ Data and/Of Inspection Verificalion Source. C H R VALUE ADJUSlMENTS DESCRIPTION Sales Of Financing Concessions Dale of Salemme Location LeaseIlddiFee Snn.. S~e View De.; nand AooeoJ Qu;il. clConsllud'on Aoe Condilion Above Grade Room Counl :;. Gro.s Livino Area :; Basement & FlIlished ~ Rooms Below Grade Function.11 Ulilil - Healino/Coolino :i Eneroy Efficienlllerrn ~ GaraoelCarnort .,. Porch. Polio, Deck, Fireolacelsl. etc. Fence. Pool etc. Suburban Fee Simole 11 Acres+/- Resid/Cntrvsd 2 Storv/Ava AvoNinvl 100 Yrs+/- Averane ToW I Mlm$ I 20 6: 3: 1.50 1 728 So.Ft. Partial BsmtJ Unfinished Tvoical EBB/None Tvpical asp Porches/FP/ Hearth/Flue OutbuildinQs e.... TOlal: Mfms I ea\t'e : 7: 4: 2.00' 2 368 So.Ft. : Full Bsmtl , Unfinished ' Tvoical : EBB/None : Tvpical ' asp : Porches/FP/ , Gazebo ' Similar ~ -6 800 -21 890 Total' 8drm!l I Balhs 24 000 -11 100 -6 000 2,000 206,000 }H~<{~ :::::;:::::::~:::::::::::;:::;:::::::: ;.:.:.:.:.~:.:.:.:.:.:. .......... 8: 4: 1.50' 2 281 So.Ft. : Partial Bsmt/ ' Unfinished ' Tvoical : OStm/None : Tvoical 2 Car Garaoe o Porches -1,000 -12800 o Similar 8755 36 000 -10000 -30 900 -3,900 -6 000 -5,000 10000 , , , ' ' :~~~~~:)Price ~$ 42490~$ 8900~~~/fj:!W;$ 1045 olComcarable _$ 176410_$ 173900_~%:r:)I$ 204955 Commenl' on Sales Comparison (including the subject property" compatibility to the neighborhood, etc.): All comoarables are similar in stvle utilitv. and location to the subiect DroDertv. are verified closed sales and are the best currentlv available. Limited sales of older homes on acreaoe with outbuildinQs have recentlv occurred reoulrino an eXDanded search. SurDlus land was adiusted-I!il $4 OOO/acre' annual adiustment of 3% was taken on comoarable sale over one vear. RanQe of value Is $173 000 10 $205 000. ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Dale, Price and Data Source for prior sales None None None None within~earofao""'isal CHR Courthouse Records Courthouse Records Courthouse Records Analysis 01 any currenl agreement 01 sale, option, or listing 01 the subject property and analysis 01 any prior sales 01 subject and c:onvarableo wihil one year oIlhe date 01 appcaisal: No prior sales within three vears were found. INDICATED VALUE BY SALES COMPARISON APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. $ 185 000 I iNDICATED VALUE BY INCOME APPROACH (II Aoolicable\ Eslrmaled Markel Renl $ N/A /Mo.. Gross Rent Mullin/", N/A = $ N/A This appraisal is made (K) 'as is' 0 subject to lhe lepars, aIIocalions, ilspedions at oondiions lisled below 0 subject 10 corrPeoon per plans and spedicalions. CondilionsolAppraisal: The nronertv has been aDPraised In current condition. This aooraisal is for client onlv. nontransferable. See attached addendum. Final Reconciiation: Cost and Market Analvsis consistentlv SUDoOrt mv estimated market value. GRM analysis was found inaoorooriate for this analvsis. Greatest weioht is aoolied to Ihe Markel Data Analvsis. SuoDortino file information substantiates these estimates. The purpose 01 this appraisal is 10 estimale the markel value of lhe real property that is the subject 01 this report, based on the above condiions and the cer\11C300n, contingent and limiting condiions, and market value defmnion that are staled ilthe al1ached Freddie Mac Form 43g/Fannie Mae Form l004B (Revised 6/93 ~ t (WE) ESTIMATE THE MARKET VALUE, AS OEFINED, OF THE REAL. PROPERTY THAT IS THE SUBJECT OFTHIS REPORT, AS OF 12/05/2004 (WHICH is THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO 6E $ 185,OOWO ~ . APPRAlSER;...-l / J /J IJ ./ S~PERYI~RYAPPRAlSER( N IF~.1.L..L Slgnalure &t1 ULll.t~ . (;{; AI'J:."t:Q::.. Slgnalur~ ~ .!."L.. Name Cassandra J. Crockel Name Steven W. Barrett, SRPA, SRA Date Report Signed 1/19/2005 Dale Report Sioned 1/19/2005 SlaleCertification# RL-001348-L Stale PA StaleCer\iflcalion# GA-000298.L Stale PA Or Slate license # Slate Or Slate license # RB-026921-A Slale PA _....,or""O ..., Certified Resfc1entlal PAGE 2 OF 2 CertIfied General Appraiser '......._'orm 101M .." c.ppraiser Steven W. Barrett R.E. Appr. SVc. Prodl.l:"lIflntAQ~..1OO.23Hm_.aa..b.COIII DOid OOOid Not Inspect Property :. ..; ;., . ~- ,..... I SKETlJH/AREA TABLE ADDE:.\jDUM Case No File No 04-0854 1_-- -- -----~--------- ---- - - - - - ,- - --- ______.___u -- ---- - - -.-, Properly Address 1620 York road ______ ___ _______ h__ _._ ___ ____ ____ __ _ __ ___ ___ ,______ ~.!L Carlisle _______.~unIL CumlJer~_~___~lale .. p~__ ______ __ _~...!?~~___ _____h' ____ .. Borrower ~ICKARD, D~rolllY~!.~~"-?-~L___ ___ _ _b ___ __ _ _ _ _ __ _ _ __ ___~_ .. ____ _____ ___ _ __ ~~derIC~nl Da~!d Radcliff, Esqulr!________ ____ _ _U~ A.cJdrc~~ _~O f:rfo.!:d .R.o~~S~!le_~!:l~!.!cornor.n..':!.l'~ ~?04~____ Appralsar Nama Cassandra J_ Crockol! Appr Address 126 North Hanovor Stroot, Carlislo. PA 17013 8aUl I 'J Bcc:Jroom ~-'f-- -....... b cUt- J b .0 ut=-=i ~ N - -- 6ecfroom Bedfoom M~~ 27.0' 27.0' 2nu Floor .58. Den b ~V Living Room 45 O' IJ Foyer 12.0' b .; Enclosed Porch 16.0' . <> i M 6.0' '11 <> . ..,:[ ~^l; -., Kitchen b .; mID Porch 120' b ..; Comments: -----.._--~--~----_.. ---- -.--.--. .- _.._-------_._._--------~ ---_.-._-------- ---P;:REA'-CALCULA TT6NS-S-OMMARY----~-.---. Code Descrlpllon Slzo Tolals GLAl First Floor lO:l~OO--- Second Floor 702.00 1728.00 PIP Enclosed Porch 108.00 Porch 72.00 180.00 .; ~ ~ ~ i ~ ;t ~ TOTAL LIVABLE (rounded) 1728 APEX SOFTWARE 800-858.9958 Scale: 1 = 10 LIVING -AREA-BRE-AK06wfr-- Breakdown Subtotals -FlrstFloor-- 18.0 x 8.0 x Second Floor 26.0 x I, 45.0 27.0 810.00 216.00 27.0 702.00 3 Areas Total (rounded) 1728 .;.' ~... ~ Ap1l81OQ-wApelll l' 1\ Fl. NQ, 04-0854 -. ,-- ""..""."" QUALIFICATIONS """"..... The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the com parables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject is located in a rural area and Is less than 25% built-up. _x_2. Commercial/lndustrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _ _4. The predominant value in the neighborhood is less than that of the market value ofthe subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is noted in the basement of the subject. Standing or running waler was not present on basement floor. This condition is considered typical in dwellings of this style. _x_7. The subject property is serviced by private well and/or septic systems which is common for the area. _x_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement _x_9. Repair items were noted in the comments section of the report These comments on repair items are lor descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is con:;idered common and typical for the neighborhood. _x_13, The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _x_14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar com parables on that individual rating. All com parables used are the best available. _x_15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All com parables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All com parables used are the best available. _x_17. One or more com parables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All com parables used are located in similar neighborhoods and within the same marketing area. All com parables used are the best available. _18. The electrical system was not connected during inspection. _19. The water service was not connected during inspection. _20. The heating system was shut down during Inspection. _21. Roofing_Plumbing_Electrical_Heating_certification(s) Is/are suggested. _x_22. Inground swimming pool__ out buildings_x_are included_x-,not included_according to lender's guidelines. _23. According to lender's guidelines a maximum of_acres were considered for this valuation. Remaining acreage was given no value. ". .;....~ r Fie No. 04-0854 .........** QUALIFICATIONS ............ _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Oate_11/218J-, Consideration: $74,000 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _28. Seller is paying part or all of closing costs. _x_29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. ~. '" .' ..... '" T Fi@ No. 04-OB54 APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 1. 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 rerlecllhe market reaction to those items of significant variation. If a significant item in a comparable properly is superior to , or more favorable than, the subject properly, I have made a negative adjustmenlto reduce lhe adjusted 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 comparable. 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 analysis, opinions, and conclusions, which are subjecl only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the properly that is the subject 10 this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. 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 properly, and neither my current or fulure employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were 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 seelion of this report, unless I have otherwise stated in the reconciliation seelion. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify 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 effeel of thu adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal 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 section of this appraisal report. I certify 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: If a 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" through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 1620 York Road, Carlisle, PA 17013 APPRAISER: SUPERVISORY APPRAISER (only If required} ~'- v-J 'TL. +J . 11-!1 ~'7? L SIgnature: ~:& ,- //,1...." ~ -t'" L...... Name: Cassandra J. Crockett ,:/ Date Signed: 1/19/2005 State ~ertification #: RL-00134B-L or State License #: State: PA Expiration Date of Certification or License: JUne 30, 2005 Signature: Name: steven W. Barrett, SRPA, SRA Date Signed: 1/19/2005 State Certification #: GA-00029B-L or State License #: RB-026921-A State: PA Expiration Date of Certification or License: June 30, 2005 o Did 00 Did Not Inspect Property Certified Residential Appraiser Freddie Mac Form 439 6-93 Certified General Appraiser Page 2 of 2 Fannie Mae Form1004B 6.93..,;' REV-1503 EX + (6-98) '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WICKARD. DOROTHY R ITEM NUMBER 1. 2. 3. 4. 5. FILE NUMBER 21 04 All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION 287 shares M&T Bank Corporation @ $106.09/share with accrued dividend of $114.80 4437.86 sh Main Stay High Yield Corporate Bond Fd B @ $6.43/share with accrued dividend of $156.66 459.69 sh Main Stay Capital Appreciation Fund B @ $26.57/share 1668.38 sh Main Stay Value Fund B @ $19.26/share 679.88 sh Main Stay Total Return Fund @ $18.71/share TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 011152 VALUE AT DATE OF DEATH 30,562.63 28,692.10 12,213.96 32,133.00 12,720.55 116322.24 . REV-1507,EX' (~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF WICKARD. DOROTHY R FILE NUMBER 21 04 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Doris Hawkins - Note Receivable of $64,311.04 with accrued interest of $123.34 2. Linda Hoover - Note Receivable of $56,700.00 with accrued interest of $9,346.33 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 01152 'VALUE AT DATE i OF DEATH 64,434.38 66,046.33 130480.71 REV-1508 EX + (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF WICKARD. DOROTHY R ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. FILE NUMBER 21 04 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION M & T Bank - Checking Acct #2677044774 M & T Bank - Savings Acct#021000000995649 2004 Federal Income Tax Refund 2004 PA Income Tax Refund Vehicle - 1986 Chevrolet Monte Carlo Refund - The Sentinel Refund - GE Medical Insurance Refund - HGS Medicare Benefit Personal property (see attached listing) Cumberland Valley Coop Assoc. - Ownership refund Dividend - Mainstay Hi Yield Corp Bond Fd B Return of premium - Penn Treaty Network America Return of premium - GE Life & Annuity Personal Property (See attachment) 011p2 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 14.721.40 1.370.21 4.028.00 24.00 1,200.00 4.11 4.83 19.32 706.50 40.00 156.66 1,446.14 1.671.47 1.000.00 26 392.64 ESTATE OF DOROTHY L. WICKARD PA FILE NO. 21-04-01152 S.S. # 196-14-2777 PERSONAL PROPERTY Clock Jewelry Tray Lot Blanket Chest Plates Oil Lamp 7 pc Dinette Set Vanity Cigar Box Jade dishes Basket linens 18 Box lots Canteen 2 Wringer Washers Double Washtub Miscellaneous kitchen items 2 Cabinets 2 Chairs Miscellaneous Household items Stools and chairs Miscellaneous lamps, stands $ 100.00 50.00 150.00 25.00 15.00 32.50 30.00 20.00 25.00 22.50 25.00 11.00 33.00 25.00 43.50 12.00 11.00 53.00 11.00 12.00 $ 706.50 Butcher Kettle and Furnace (2) Wringer Wash Machines Wash Tubs Picnic Table Misc. Tools and ladder Cook Stove Irons and Skillets Farm Table Misc. Chairs Feed Bags and material Card table Misc. Kitchen items Dogwood China set Glass Dishes Old Mantel Clock Blanket Chest Blanket Chest Sweeper Single Bed Tremoloa Bedroom suite (3pc.) Bedroom suite (2pc. No bed) Granite Pieces TOTAL --- $100.00 50.00 5.00 5.00 10.00 100.00 10.00 100.00 25.00 20.00 5.00 100.00 50.00 10.00 25.00 125.00 125.00 10.00 5.00 25.00 30.00 50.00 15.00 $1,000.00 REV-1510 EX + (6-98) '* SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WICKARD. DOROTHY R FILE NUMBER 21 04 01152 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET isl yes. DESCRIPTION OF PROPERTY EXCLUSIO~ ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPlICABLE 1. Dorothy R. Wickard IRA - Mainstay High Yield Corp Bd Fd B 19,367.87 100. 19,367.87 3012.111 sh @$6.43 2. New York Life Annuity #58096093 216,513.64 100. 216,513.64 3. New York Life Annuity #51019510 81,014.33 100. 81,014.33 i TOTAL (Also enter on line 7 Recapitulation) $ 316895.84 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF WICKARD. DOROTHY R FILE NUMBER 21 04 01152 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. 2. FUNERAL EXPENSES: Ewing Bros Funeral Home Eby Granite Works 8,159.00 95.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Radcliff Law Office, P.C. 9,941.25 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees + additional probate of $35.00 395.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 255.00 7. Sue Barrett - Real Estate Appraisal 275.00 8. Filing fees - Inventory and PA Inheritance Return 30.00 9. Legal Advertising - Cumberland Law Journal 75.00 - The Sentinel 115.25 10. Kevin Wickard - Personal property appraisal 25.00 11. Check printing charge - estate bank account 15.75 12. DeHart's Auction - commission on sale personal property 211.95 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 19 593.20 . REV-1511 EX' ". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WICKARD. DOROTHY R SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1. Sprint 2. Met-Ed 3. Dr, William M. Shard FILE NUMBER 21 04 01152 VALUE AT DATE i OF DEATH 90.11 308.58 198.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 596.69 REV-1513EX+(\l~_ . .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES NUMBER 1. R FILE NUMBER 1 4 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Linda D Hoover 575 Park Drive Boiling Springs, PA 17007 Darlene L Myers 475 Bloserville Road Newville, PA 17241 Jay L Wickard 1501 York Road Carlisle, PA 17013 Doris M Hawkins 1410 York Road Carlsile, PA 17013 Lineal 184,975.39 Lineal 184,975.38 2. Lineal 184,975.38 3. Lineal 184,975.39 4. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-15 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. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) .. LAST WILL AND TESTAMENT L DOROTHY R. WICKARD, of Monroe Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executor or my Co-Executors, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all prbperty composing of my gross estate for death tax purposes, whether or not such property passes! under this Will, shall be paid by the Executor or Co-Executors of my estate. TWO: My Executor or Co-Executors, as the case may be, may, at his or her disdetion, compromise claims, borrow money, retain property for such length of time as he or they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or they may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executdr Co- Executors to sell any realty and/or personalty owned by me at my death and not specltically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor or Co- ______.__.._....___.~ ,.<>-~_._~------~~_._-.-~=_--I.~-. .... .-... . . ......-. Executors is authorized and empowered to engage in any business in which I may be eng4ged at my death, for such period of time after my death as seems expedient to said Executor pr Co- Executors. THREE. I hereby give, devise and bequeath all of my estate of every natute and wherever situate to be distributed IN TRUST, for my spouse BLAIN L. WICKARD, sullject to the following provisions: A. The estate shall be divided by the Trustee into two separate trusts, hereinafter referred to as Trust A (the Marital Trust), and Trust B (the Family Trust). B. Trust A, the Marital Trust, shall consist of all of my assets other than! those allocated to Trust B, the Family Trust. C. Trust B, the Family Trust, shall consist of assets equal in value to the maXimum amount, if any, that are necessary to permit my estate to use in full any federal estate tax 4nified ! credit which has not been claimed for distribution during my lifetime after consideri~ any adjusted taxable gifts and bequests by Will which do not qualify for the marital deduction ~nd all charges to principal of the estate which are not deducted in computation of the federal estaite tax of my estate; provided , however, that the allocation of the Family Trust shall be satisfied with assets as of the date of allocation or distribution; and provided further that any assets whibh do 2 1 \ "',.._~. ,,,., ,"~.' .,;.....,...,~_., ~_."\:.'.... r>^""'_...."'-:.-:..."............~;t_"'.,;-_-_....~-........~~~-'~..e~~':!'~:,~".:.:;.;;;:::;-"'t.!:;1""'~....,?;~~:v::,':..._,r.._'-.-;:-c~..:e:'!..:..,~-,-.-:....,.,..'f~,:;.:-1'"_7,.::,;.;;>.r.:'~z:'.^-""':'-,.::'~";.:: '.;'. " not qualify for the federal estate marital deduction shall be used first to satisfy the alloqation to this Family Trust. D. From the Marital Trust, the Trustee shall pay all of the net incom~ to my spouse, BLAIN L. WICKARD, in monthly payments. My spouse also has the right to! receive I from the Trustee all or a portion of the principal from the Marital Trust and to chahge the beneficiaries of this Marital Trust in my spouse's discretion. At the death of my spo*se, the Trustee shall distribute the remaining principal and accumulated income of the Marital Trust to my children, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY ~EROY WICKARD, and DORIS MAE HAWKINS, in equal shares, per stirpes, which provi4es that I the child or children bf any deceased child taking the share their parent would have taken it living. If one of my children dies without living issue, the share of said deceased child shall be distibuted to the other children living at that time. E. From the Family Trust, the Trustee shall pay all of the net income] to my spouse, BLAIN L. WICKARD, in monthly payments. The Trustee may distribute to my~pouse such amounts from the principal of the Family Trust as provided hereunder, up to the I whole \ thereof, as the Trustee, in his or her discretion, shall deem necessary or advisable to provfde for the care, maintenance and support of my spouse, so as to support my spouse in my s~ouse's accustomed manner of living, provided, however, the Trustee shall consider any other sources of income available to my spouse when making payment hereunder. The Trustee shall, 3 . ~ ";::._.:c:~,:"-;:,:::~;.;,~,;:,;,-~",,:>_~~;;e:;n<:r.,,,,~"..~~~l!IS~...~r-_s- ~i;l:;~:i:'~.'E~"U'~::A&3'::lS"~~~-;:;::z:;:r-.....:.r..zr..-~...~.;.,~",:,:,,-", when requested by my spouse, pay five (5%) percent of the principal or $5,000.00, w~chever amount is greater, annually to my spouse during my spouse's lifetime, but in no way sHall the Trustee distribute more of the principal of this Family Trust to my spouse than in the above amounts. This limited right to make withdrawals from the principal of the trust estate is noncumulative, so that an amount which might have been withdrawn during a particular year may not be withdrawn in any subsequent year. Upon the death of my spouse, the remaining accumulated income and principal of the Family Trust shall be distributed to my cHildren, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKARD and DORIS MAE HAWKINS, in equal shares, per stirpes, which provides that the child or children of any deceased child taking the share their parent would have taken if living. If oneQf my children dies without living issue, the share of said deceased child shall be distributed to th~ other children living at that time. F. In the event that my spouse predeceases me, dies simultaneously or I ohoose for whatever reason during my lifetime to withdraw all of the assets from the Marital Tnlst set forth in my spouse's Last Will and Testament or if I have accumulated any other assets which are not being held in trust hereunder or under any written trust document executed by me dufihg my lifetime, then in that event, I hereby give, devise and bequeath all the rest, remainder and residue of my estate under this Paragraph Three to be distributed to my children, DARLENE LOiUIsE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKARD and DORIS MAE HAWKINS, in equal shares, per stirpes, which provides that the child or children of any deceased 4 1 \ . . .";.L.'.:'::.""",."-,-'=.=.,:o.="''''......._~=--=''"=''''''''''''''~.,r.r...'"~~~-=~''''='''''''''2""""';';>.;;0;=",,".,,-. child taking the share their parent would have taken if living. If one of my children dies I without living issue, the share of said deceased child shall be distributed to the other children livin~ at that time. FOUR. The Trustee, as well as my Executor or Co-Executors, shall have the f~llowing i I powers, in addition to those vested in it by law, for my property held for the benefi~ of my i beneficiaries, whether income or principal, exercisable without court approval and effecto/e until , the distribution of all property under the terms of the trusts set forth in Paragraph Trree or i i Paragraph Four above: The Trustee, at its discretion, may compromise claims, borrow money ot retain , property for such length of time as it may deem proper, sell lease, pledge, mortgage, tfansfer, I exchange, convert or otherwise dispose of or grant option of all or any portion of trust ptoperty for such prices and on such tenns in public or private transactions as it may deem prop~r; and invest trust property and income without restrictions to legal investments. The determin~ion of I the Trustee with respect to the advisability of making payments out of the income or prin~ipal to I I any heir or beneficiary inheriting hereunder shall be conclusive and binding on all Bersons I howsoever interested in the respective trust. Further, the Trustee shall be authorized to ~eceive I i additions to the respective trust of any kind or any property whatsoever from sources oth+r than ! my estate and at any time in the sole discretion of the Trustee. FIVE. I hereby nominate and appoint my spouse, BLAIN L. WICKARD, to be the 5 , \ , .. . .,...,,',_.:,,:,.-.;;: '<';';"A";:,""';"'::1:f.""':r":<~J""~="-"':!i",~"..t:;lc..===-""""""'--'~"""''''''''"''''....4'",,: I"~ _....."'~?~.;;:;;;-y:-t..l&.'1;;~~'::-G;g;..,.'!'.r:"'T;;;,:~~:; Executor ofthis my Last Will and Testament. If my spouse has predeceased me, failed to qualify, renounced or ceased to serve as Executor for whatever reason, I then appoint my children, DARLENE LOUISE MYERS, LINDA DIANE HOOVER, JAY LEROY WICKAJ{D and DORIS MAE HAWKINS, to serve as the Co-Executors in his place, said substitute personal representatives having the same powers as are given to the original Executor hereof SIX. I hereby nominate and appoint FlNANCIAL TRUST COMPANY, to s~rve as Trustee of any trust(s) created herein. SEVEN. No Executor, Co-Executors, or Trustee acting hereunder shall be requ~red to post bond or enter security in this or any other jurisdiction. EIGHT. No person or persons shall benefit hereunder unless such beneficiary shall survive me for a period of at least thirty (30) days. NINE. In the event of a common disaster causing the death of myself, my spouse fnd all of my children and grandchildren, without surviving issue, all within a period of thirty (30) days, , I and no other disposition of the residue of my estate is directed by this Will, then in that'.! event only, I give, devise and bequeath the rest, residue and remainder of my estate, real and pe~sonal, to be divided equally, per stirpes, between the remaining heirs of my family, the res*ctive identities of those heirs to be determined in accordance with the intestate law in effect :~n the 6 , '" "" :_;,'~.:-.-.:.~J:.~---::;'":.,~:;r?~~.~~~:r,oJ!T'" Ir~R"~ _~_~~r.m;;~i"'~l(~~~: Commonwealth of Pennsylvania at the time of my death and the remaining heirs of my spouse's family, the respective identities of those heirs to be determined in accordance with the ijtestate law in effect in the Commonwealth of Pennsylvania at the time of my death. TEN. No beneficiary may assign or anticipate his or her interest in any incqme or principal held or distributable hereunder; and no beneficiary's creditors may attach or otnerwise reach any such interest. ELEVEN. If any person or institution entitled to share in any distribution under th~ terms , i of this my Last Will and Testament becomes an adverse party in any proceeding to con*st the probate of this Last Will and Testament, such person or institution shall forfeit his, her or it$ entire I interest inherited hereunder and all provisions in favor of such person or institution s~all be , declared void and of no effect. The share of such person or institution so forfeited s~a11 be I distributed as part of the residue pursuant to Paragraph Three G. hereof except that if such person i or institution is entitled to share in the said residue, that interest shall be dist~buted proportionately to the other residuary distributees. TWELVE. The validity and administration of any trust established hereunder aq.d any question or disputes relating to the construction or interpretation of any said trusts s~all be 7 1. .' .. '! I "I } t -"-"~'~"',"","i""""~-""""="""'I"^""""'~~~i€..<;:!Wt__'-'n" _,,",___"'___flA~(~~~~~ "",:!p(it:-J::~.'f~'-'h.<i''i,,"$'~Si;.,~j.t..Jl;:J'i'!'~~>C''''-~,~~_ governed and construed in accordance with the laws of the Commonwealth ofPennsylv~a. :Jrfl-. IN WITNESS WHEREOF, I have hereunto set my hand and seal thiw~ day of August, 1996. ./I-f!;p.1f 'Jr~ (S~AL) DO OTllY R. WICKARD .. Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence an~ in the presence of each other have hereunto set our names as subscribing witnesses. ~[d+Lr;;e ~ C>t/7~V 8 1 \ " . . ., _-..'{.:'t",1$6~:lft1fii1'J! d. r I; J 'll,- - _ ,~ .d~ l - - ," ! ACKNOWLEDGMENT AND AFFIDA VlT _. J- - -J- IIff1i"l'~-r~ WE, DOROTHY R. WICKARD, MARTHA L. NOEL and CHERn L. CLELAND, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority tpat the testatrix signed and executed the instrument as her Last Will and that she had signed willin+ly, and that she executed it as her free and voluntary act for the purpose herein expressed, and tHat each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or ofder, of sound mind and under no constraint or undue influence. ..(~ ill )p;~...t.u - -j) - OTHY R. WICKARD ' '--J{ ~ 2/'- '1UJd MARTHA L. NOEL -f'~_//dtI~ ~RYL L. CLELAN COMM:ONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by DOROTHY R. WIC~, the testatrix herein an~ subscribe? anglfVom to before me by MARTHA L. NOEL and CRf:. RYL L. CLELAND, WItnesses, thi~[b.. day of August, 1996. ., otary Public t'btaria1 Seal 8etzi A ~-Ior.i&on. Nota!y Public Car'Isle 80:0, cUlT'i1ertand Cr.All1ty My Cornn'i9>iOn E:q:Jires Dec. 15. 1996 mber. Pennsytvania 'alion 01 Notaries .. ". COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of DOROTHY R. WICKARD No. 21 04 01152 also known as , Deceased Date of Death 12/5/2004 Social Security No. 196-14-2777 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of t~e personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuat~il n placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent own d no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I e verify that the statements made in this inventory are true and correct. INVe understand that false statements herein made are subj ct to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. . Name of Attorney: David H. Radcliff, ESQ. 1.0. No.: 25483 C;:;tffiO'~j ~~4 i Address: 20 Erford Road, Ste 200 Dated ,.., ,/ q- ~ -OJ Lemoyne Telephone: (717) 236-9318 PA 17043 Description Real Estate at 1620 York Road, Monroe Twp, Cumberland County Value 1 ~O,OOO,OO 287 sh M&T Bank Corporation @ $106.09 with accrued interest of $114.80 ~0,562.63 .J #92. ~,O L:~ ~"a ~213.96 -L ", C') : I: ' I ""1 ~, 133:00'?5 't' . III -l- ,J ':-) I 1'1 <:.p 12,720.55 4437.86 sh MainStay Hi Yld Corp Bond Fd B @ $6.43 with accrued interest of $156.66 ) 459.69 sh MainStay Cap Appreciation Fd B @ $26.57 1668.38 sh MainStay Value Fd B @ $19.26 J -j 679.88 sh MainStay Total Return Fd B @$18.71 Total (Attach Additional Sheets if necessary) 443,195.59 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal represent*ive, include the value of each item, but such figures should not be extended into the total of the Inventory. . RW-4 . Continuation of Inventory DOROTHY R. WICKARD 21 04 o 152 Paqe 1 Description of Inventory Description Note Receivable from Doris Hawkins with acc'd interest of $123.34 Value 64,434.38 Note Receivable from Linda Hoover with acc'd interest of $9346.33 66,046.33 M & T Bank - checking acct #2677044774 = $14721.40 and - savings acct #021000000995649 = 1370.21 16,0911.61 2004 Income Tax Refunds - Federal = $4028.00 and - PA = $24.00 4,05~.00 1986 Chevrolet Monte Carlo 1,20q.OO Refund - The Sentinel 4.11 Refund - GE Medical Insurance 41.83 Refund - HGS Medicare benefit 19!.32 Personal Property (see 2 listings attached) 1, 706~50 Cumberland Valley Coop Assoc - refund 40loo Dividend - Mainstay Hi Yld Corp Bond Fd B 156166 i Return of premium - Penn Treaty Network America 1,446) 14 Return of premium - GE Life & Annuity 1,671i47 Subtotal $ 156,873.135 443,195.59 Grand Total $ ESTATE OF DOROTHY L. WICKARD PA FILE NO. 21-04-01152 S.S. # 196-14-2777 PERSONAL PROPERTY Clock Jewelry Tray Lot Blanket Chest Plates Oil Lamp 7 pc Dinette Set Vanity Cigar Box Jade dishes Basket linens 18 Box lots Canteen 2 Wringer Washers Double Washtub Miscellaneous kitchen items 2 Cabinets 2 Chairs Miscellaneous Household items Stools and chairs Miscellaneous lamps, stands $ 100.00 50.00 150.00 25.00 15.00 32.50 30.00 20.00 25.00 22.50 25.00 11.00 33.00 25.00 43.50 12.00 11.00 53.00 11.00 12.00 $ 706.50 - Butcher Kettle and Furnace (2) Wringer Wash Machines Wash Tubs Picnic Table Misc. Tools and ladder Cook Stove Irons and Skillets Farm Table Misc. Chairs Feed Bags and material Card table Misc. Kitchen items Dogwood China set Glass Dishes Old Mantel Clock Blanket Chest Blanket Chest Sweeper Single Bed Tremoloa Bedroom suite (3pc.) Bedroom suite (2pc. No bed) Granite Pieces TOTAL --- $100.00 50.00 5.00 5.00 10.00 100.00 10.00 100.00 25.00 20.00 5.00 100.00 50.00 10.00 25.00 125.00 125.00 10.00 5.00 25.00 30.00 50.00 15.00 $1,000.00 l' 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 HOOVER LINDA DIANE 575 PARK DRIVE BOILING SPRINGS, PA 17007 _____n_ fold ESTATE INFORMATION: SSN: 196-14-2777 FILE NUMBER: 2104-1152 DECEDENT NAME: WICKARD DOROTHY R DATE OF PAYMENT: 09/02/2005 POSTMARK DATE: 09/02/2005 COUNTY: CUMBERLAND DATE OF DEATH: 12/05/2004 REMARKS: CHECK# 1003 SEAL ACN ASSESSM ENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: INITIALS: JA RECEIVED BY: REGISTER OF WILLS REV-116 EX111-961 NO. CD 005752 AMouNT $4,874 56 $4,874~56 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ~PPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX BUREAU OF INDIVIDUALTA,XE$ INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-07-2005 WICKARD 12-05-2004 21 04-1152 CUMBERLAND 101 APPEAL DATE: 01-06-2006 ( See reverse side under Objections) Amount Remitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 9~!_~~9~P_!~!~-~!~~______~___~~!~!~_~g~~~_~g~!!g~_Eg~_ygy~_~~~g~~~__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY R FILE NO. 21 04-1152 ACN 101 DAVID H RADCLIFF RADCLIFF LAW OFFICE 20 ERFORD RD STE 200 LEMOYNE PA 17043 ESTATE OF WICKARD REV-1547 EX AFP (06-05) DOROTHY R TAX RETURN WAS: (X) ACCEPTED AS FILED DATE 11-07-2005 ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets Cl) (2) (3) (4) (5) (6) (7) 170,000.00 116.322.24 .00 130,480.71 26.392.64 .00 316,895.84 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 19,593.20 596.69 Cll) Cl2) Cl3) Cl4) NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 760,091.43 20.189 89 739,901.54 .00 739,901. 54 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rate (15) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. Anount of Line 14 at Sibling rate (17) 18. Anount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 739,901.54 X 045 = 33,295.57 .00 X 12 = .00 .00 X 15 = .00 Cl9)= 33,295.57 . "'""0;; r+T AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 03-03-2005 ...., CD005015 1,421.05 27,000.00 09-02-2005 " CD005752 .00 4,874.56 TOTAL TAX CREDIT 33,295.61 BALANCE OF TAX DUE .04CR INTEREST AND PEN. .00 TOTAL DUE .04CR · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. I))' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUI(I\. A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) BUREAU OF INDIVIDUAL TAXES" INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN REV-483 EX AFP (06-05) 'TJ ;" :J P; i I: 1 Lt DATE 02-06-2006 ESTATE OF WICKARD DOROTHY R DATE OF DEATH 12-05-2004 FILE NUMBER 21 04-1152 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 04-07-2006 (See reverse side under Objections) Amount Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: (' DAVID H RADCtTFF RADCLIFF LAW OFFICE 20 ERFORD RD STE 200 LEMOVNE PA 17043 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. ~~!_~~~~~_!~~~_~~~~________~__~_~Tll~~~P~~~_!PltT)9~_f9~_J9~~_f)~~~__~_____________________ REV-483 EX AFP (03-05) .. NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF WICKARD DOROTHY R FILE NO.21 04-1152 ACN 201 DATE 02-06-2006 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 31,874.52 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 31,874.52 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE~ SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (eR) ~ YOU MAY BE I.._~ DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 1 ~',1 j j i NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDuAL JAxt~f ,. INHERIT ANCE TAX DIVISION . PO BOX 280601 HARRISBURG PA 17128-0601 REV-75' EX AFP [D'-D5J ,.',", 02-13-2006 WICKARD 12-05-2004 21 04-1152 CUMBERLAND 202 APPEAL DATE: 04-14-2006 (See reverse side under Objections) Amount Remitted I MAKE CHECK PAYABLE AND REMIT DOROTHY R DAVID H RADCLIFF RADCLIFF LAW OFFICE 20 ERFORD RD STE 200 LEMOYNE PA 17043 I PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- RE-Y=i36--EX--AFP--(oi:-02i-----.-i-NO-ffcE--OF--DETE-RHiN~Tio-N-AN-D-AS-SESS-MENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF WICKARD DOROTHY R FILE NO.21 04-1152 ACN 202 DATE 02-13-2006 ESTATE TAX DETERMINATION I. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 31,874.52 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 31,874.52 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED Il}l FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU HAY BE I<./'. DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: DOROTHY R. WICKARD Date of Death: 12/5/2004 Will No. 04-1152 Admin. No. Pursuant to Rule 6. 12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1 . State whether administration of the estate IS complete: Yes X No 2 . If the answer is No, state when the personal representative reasonably believes that the adtninistration 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 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 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. Date: 3~1 (0/0 , c- ~~I!-&~ Signature . / // David H. Radcliff. Esa. Natne (Please type or print) 20 Erford Road, Ste 200 Lemovne P A 17043 Address (717 ) 236- 9318 Tel. No . Capacity : Personal Representative \'"\0 ~,-, X Counsel for personal representative \\\{ ~S:\\f~J ~ _ 'J (j"J SU:jL ~