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02-0346
PETITION FOR PROBATE and GRANT OF LETTERS Estate of dOt/~; to. ~lFgl[ No. also known as To: Deceased. Social Security No. /~'- /.'~ - q~-/'~ Register of Wills for the County of ~ u~t~A~2> Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who i~/are 18 years of age or older an the execu~or~ in the last wilt of the above decedent, dated and codicil(s) dated in the named (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in eU~t0~'~t.~,v./> County, Pennsylvania, with last family' or principal residence at (list street, number and muncipality) Decendent, then '-/q years of age, died //,/,~'ed/ ~t , ,1,9',,~2 , at ~RM$~ ,4~r~l~N~t ~t)~o~tl- o~"nt~Te Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA & ss COUNTY OF (2t~D/~.z.~n/.~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~- x~5~- ~/r~~ ~ before me this _ 4th~ ~ay of [ ~--~~ ~~~' ~' NO. 21-2002-346 Estate of JOHN W. DEITC_H Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW APRIL 4TH pgx 2002 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated I`IOV~I~7BER 14TH, 2001 described therein be admitted to probate and filed of record as the last will of JOHN W. DEI'i'CH and Letters TESTAMENTARY are hereby granted to ~ •A~f MVF~ ART ~~ MVFt~c ~ ANn t ARRV F _('T_,7APTNC;FF2 Ai`m SHERRY A. CLIPPINGER FEES Probate, Letters, Etc.......... ~ 115.00 Short Certificates(5) ..... , , , , . ~ 15.00 Renunciation ................ $ JCPaQes (3) ~ 9.00 TOTAL ~ 5.00 Filed ..Apx,~1.41=h,.2002 { l;. ~~ s~ ~. ~-i ~~ t'~. ~. Register of Wills MARY C. LEWIS ~~~~~~ ATTORNEY (Sup. Ct. I.D. No.) ~ 853 C.ys~a~s .F: s~s~~~z~s ~ eLOtlSEX ~v /y1ECH~? lvics t3 u 12G, P,¢ /7oSS ADDRESS 7/7- 76 ~ -OZo q PHONE MAIL LETTERS Tn ATTORNEY CHARLES E. SHIELDS, ITT ON APRIL 4th, 2002 i 21-2002-346 REGISTER OF WILLS OF ~/4/;;~~',g-z'~'v-D COUNTY OATH OF SUBSCRIBING WITNESS ~ a subscribing witness to the will presented herewith, (.e~aeh%being duly qualified according to law, depose(s) and say(s) that :fi~' ~,4to' present and saw the testat~I' , sign the same and that ~ signed as a witness at the request of testator' in b )$ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this c:~ ~ ~ day of NOTARIAL SEAL '~r/"~F Linda L. Willis. Notary Public ! Borough of Mechanicsbt,'rg, County of Cumberland ~ My Commissioo ~,~c,-~ ~ Sept. 1 ~, 2003] (Address) (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of , codicil testat__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19 Register (Name) (Address) (Name) (Address) 21-2002-346 REGISTER OF WILLS OF E~'///~~ COUNTY OATH OF SUBSCRIBING WITNESS .-eod-~l --(-each) a subscribing witness to the will presented herewith, (-eae~r) being duly qualified according to law, depose(s) and say(s) that /t'&-- ~.,/,~,5' present and saw the testator , sign the same and that /'/~' signed as a witness at the request of testat/gl in h }J presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this 27th day of NIARCH ~F 2002 MARY ~. LEWIS 0At,~A~/_~J ~-. $,~--i~a~me) (^ddress) Register '--t~- (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of , codicil testat.__ of (one of the subscribing witnesses to) the will presented herewith and codicil that believes the signature on the will is in the handwriting of to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19__ Register (Name) (Address) (Name) (Address) LAST WILL AND TESTAMENT OF JOHN W. DEITCH 21-2002-346 I, JOHN W. DEITCH, of Monroe Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after ~ny decease as the same can conveniently be done. la. My good friends, LARRY E. CLIPPINGER and SHERRY A. CLIPPINGER, his wife, are currently paying down a debt owed to me which is secured by a note and mortgage which they executed in my and my late first wife's favor. In the event that my now wife survives me, the payments of principal and interest shall continue to be made to my now wife for and during the term of her natural life. I authorize and empower my executor to arrange for and to provide for the making of such payments as he deems best under the circumstances as they then exist, including an assignment of the debt upon condition or the like. In the event my said now wife has predeceased me or upon the end of her life, if she has survived me, then I bequeath any then remaining balance on said debt to the said CLIPPINGERS. Any inheritance or estate tax which might be assessed against the value of this debt shall be paid from the residue of my estate. 2. I hereby nominate, constitute and appoint ARLENE MYERS and CAROL A. SMITH, Co-Trustees, in trust, for the following purposes, and to have the following duties, as is more fully set forth below: (A.) In the event that at the time of my death, my wife, JUNE P. DEITCH, is occupying my residential real estate situate at 258 Stoner Road, Monroe Township, Cumberland County, Pennsylvania, then I give, devise and bequeath the said parcel of real estate and the residence and other buildings and improvements thereon, and all the appurtenances thereto, and all the rents, issues and profits therefrom, as well as all the household contents thereof to my said Co-Trustees. 1.) My said Co-Trustees are to allow my said wife, for and during her natural life, the full use and occupation of, to, and in my right, title and interest in and to that certain real estate aforementioned as well as the free use of the household contents therein. 2.) So long as, in the good faith and reasonable opinion of my said Co- Trustees, my said wife is financially capable of doing so, she shall pay for the maintenance, utilities, repairs, upkeep, property taxes and the like associated with the said real estate. In the event that it is determined that my said wife is not financially capable of making such payments, my Co-Trustees are to use the funds of this trust, as more fully set forth below, to assist her in part or in whole to make such payments. 3.) In the event my said wife is institutionalized or is placed in some other long-term care facility or situation, upon certification by an attending physician that the likelihood of her being able to return to the premises is virtually nil, my said Co-Trustees shall consider her right of occupancy and use herein to be terminated and shall proceed to sell the said real estate and household furnishings which have not been otherwise specifically bequeathed at public or private sale or sates as they deem best, and shall take the net proceeds therefrom and place them into trust as is more fully set forth hereinbelow. B.) All the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, shall be placed in trust by my said Co-Trustees and administered and distributed as follows: 1 .) My said Co-Trustees are to invest the same in good and safe investments such as Certificates of Deposit, U. S. Government Bonds and Treasury Bills, High-Rated Corporate or Municipal Bonds, Good Quality Corporate Stocks, Common or Preferred, or in Stock or Mutual Funds of a high quality and good mix, as they deem best. The income generated by the same shall be paid over at reasonably timed intervals to my said wife for and during her natural life or until her remarriage. In the event of such an event, this trust shall be deemed to have fulfilled its purposes and shall be divided and distributed as provided for below. 2.) In the event that during the term of this trust, my said wife's own estate has been so depleted as to render her needful of assistance in addition to any that may be rendered to her in connection with the said real estate as provided for above, my said wile shall have the right to request in writing that the said Co- Trustees pay over to her an amount or amounts which may go as high as ten (10%) per cent of the previous year' s balance in the trust' s financial account or accounts as of December 31st of said previous year. This right shall be exercised and attended to in all good faith but shall .not be cumulative. 3.) Upon the death or remarriage of my said wife, the trust estate, its corpus and any interest accumulated thereon, shall be divided and distributed as follows: a.) Two-thirds (2/3) thereof to ARLENE MYERS per stirpes ;; b.) One-third (1/3) thereof to CAROL A. SMITH,per stirpex. In the event that the said CAROL A. SMITH predeceases me or dies during the term of this trust and is not survived by issue, then her share shall lapse and shall go to the said ARLENE MYERS, per stirpes. 3. I nominate, constitute and appoint LARRY E. CLIPPINGER and SHERRY A. CLIPPINGER, his wife, and BLAINE MYERS and ARLENE MYERS, his wife, to be the Co- Executors of this, my Last Will and Testament. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. 4. I authorize and empower my Co-Trustees and/or personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my Estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property forming a part of my Estate; or to join in or secure the partition of same; to compromise any claims or demands of my Estate against others or of others against my Estate; to make distribution in kind and to cause any share to be composed of cash, property in undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF, I have hereunto set my hand and seal this //--//z~ day of .ff//~,-- , A.D. 200/' 0HN W.'DEITCH (SEAL) Signed, sealed, published and declared by the above-named JOHN W. DEITCH, as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. 4 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. John W. Deitch March 2, 2002 Admin. No. 20-02-0346 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 26, 2002: Name Arlene Myers Blaine Myers Carol A. Smith June Deitch Larry Clippinger Sherry Clippinger Address 175 Farm Valley Road, Wellsville, Pennsylvania 17365 175 Farm Valley Road, Wellsville, Pennsylvania 17365 168 State Street, Mechanicsburg, Pennsylvania 17050 258 Stoner Road, Mechanicsburg, Pennsylvania 17055 254 Stoner Road, Mechanicsburg, Pennsylvania 17055 254 Stoner Road, Mechanicsburg, Pennsylvania 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: April 26, 2002 CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: 717/766-0209 Counsel for Personal Representative November 20, 2002 COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Charles E. Shields III 6 Clouser Rd. Corner of Trindle & Clouser Roads Mechanicsburg, Pa. 17055 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Mr Shields: Re: Estate of John W. Deitch File Number 2102-0346 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before June 02,2003. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, Jeffrey Hollenbush, Supervisor Document Processing Unit Inheritance Tax Division November 18, 2002 Charles E. Shields III Esq. 6 Clouser Rd Corner of Trindle & Clouser Rd. Mechanicsburg, Pa. 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone , (,7..17) 787-3930 FAX (717) 772-0412 Dear Mr Shields: Re: Estate of John W. Deitch File Number 2102-0346 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before June 02,2003. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, ~_~=~e , ,sor I~Ocument Processing Unit Inheritance Tax Division November 18, 2002 Charles E. Shields III Esq. 6 Clouser Rd Corner of Trindle & Clouser Rd. Mechanicsburg, Pa. 17055 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone (717) 787-3930 FAX' (7i'7) 772-0412 Dear Mr Shields: Re: Estate of John W. Deitch File Number 2102-0346 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before June 02,2003. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerel~ ,L' [/~ ~effreyHollenbush, Supe~isor Dooument Prooessing Unit Inherit~noe Tax Division STATUS REPORT UNDER RULE 6.12 Name of Decedent: JO/"/~ Date of Death: Will NO. Admin. No.~ Pursuant to Rule 6.12 of the Supreme Court Orphans' =o~Icwing with respect to completion of Court Rules, I report the ~ ~ the administration of the above-captioned estate: 1. State whether ~ministration of the estate is complete: Yes No_~_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: [/'l & ~[[' 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes__ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with. the Cerk of the Orphans' Court and may be attached to this report. Signature · Name (Please type or print) : Address Tel. No. ( MAH: rmf/AM3 ) Capacity: __PersonaloRepresenta~ive Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002483 SHIELDS CHARLES E III ESQUIRE 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 188-12-4217 FILE NUMBER: 2102-0346 DECEDENT NAME: DEITCH JOHN W DATE OF PAYMENT: 04/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $732.65 REMARKS: TOTAL AMOUNT PAID: CHARLES E SHIELDS III ESQUIRE $732.65 SEAL CHECK//1150 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002484 SHIELDS CHARLES E III ESQUIRE 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 188-12-4217 FILE NUMBER: 2102-0346 DECEDENT NAME: DEITCH JOHN W DATE OF PAYMENT: 04/24/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~732.64 REMARKS: TOTAL AMOUNT PAID' CHARLES E SHIELDS III ESQUIRE $732.64 SEAL CHECK//1019 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~ `~/ ~-15 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) w 'DEITCH~ SoHN W. ~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) V 03 - OZ --2002. D:~-~~ - / 922 QW (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 'D ~ ~ TC N, olllNE' !~. F ®1. Original Retum ^ 2. Supplemental Return ~ ~ Y ^ 4. Limited Estate ^ 4a. Future Interest Compromise (dace ordaam aver rz-iz-azl =oo ~ a m ~ 6. Decedent Died Testate (anacn copy orwl~~) ^ 7. Decedent Maintained a Living Trust (nttacncopyorTrusq a ^ 9. Litigation Proceeds Received ^ 10. Spousal Poverty Credit (data or learn ~nreee rz-sr•sr and r-r-ssl ~ ...r. =rte.,. tJ : qF~•~ • °L,E~I z o NAME o C'H~R« ~: ~H/EZv~s ~' y FIRM NAME (~fApplicaDie) W p TELEPHONE NUMBER '7/ 7- ~(~~ -oao y OFFICIAL USE fltk=~' FILE NUMBER -' COU~ ODE ~ ~ D NU~ R SOCIAL SECURITY NUMBER /S~ - la - ~~ l~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER / 9~ - as - 5 9 ~S ^ 3. Remainder Return (date or learn poor ro rz-ra-azl ^ 5. Federal Estate Tax Retum Required ~ 8. Total Number of Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (ntracn sin of COMPLETE MAILING ADDRESS ~ CLo use ~. /y!~-Cy~~y/C.S~3 CI~G, ~fJ / 7o SS Z O Q J H a V W 1. Real Estate (Schedule A) (1) ~ j a 9 DOp. °~ ~-: 2. Stocks and Bonds (Schedule B) (2) f ~ 3 (a~ ~J 37. ~ r`* 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) - Q - ~.~ 4. Mortgages & Notes Receivable (Schedule D) (4) ¢ / 7 /6 5! 3P., 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) ~ ~ ! 7 8 5/, ~3 . {Schedule E) ~ 6. Jointly Owned Property (Schedule F) (g) ^ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8 Total Gross As is t tal OFFICIALESE ONLY O ~D CL W r;,, s -~ I Oo vp • se (o Lines 1-7) ~ (B) ,~pl~ 6 SS". /~' 9. Funeral Expenses 8 AdminisVative Costs (Schedule H) (9) o~ Y 9/ ~, p 7 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) (10) ~7, /9' 11. Total Deductions (total Lines 9 8 10) (11) ,._.___ as, aob, z~ 12. Net Value of Estate (Line B minus Line 11) (12) _ ~` a 7 9~ 6 5/~' ~ Z 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) ~ S.Z 7/S', /r3 made (Schedule J) ~ 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) ~c~ (~ /r 3,2. 9q Z 0 Q F- Ca C 0 xe rns r rcuc t rt7N5 ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X71 ~~ y 3 ~ x .0 Q_ (15) 16. Amount of Line 14 taxable aElineal rate ~ x .0 ~ (16) 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate O 7768.6/ _.- ~ ~ 9.76 6/ x .12 (17) x .15 (1g) 0 O / 5~6 S. z 9 19. Tax Due (1s) / Sid s. z9 20. ^ . .. Decedent's Complete Address: S ~a/1/ER ~20/f-D ciTY /yIE'ey,~~/res,t3u/~G Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments ~ A. Spousal Poverty Credit B. Prior Payments C. Discount ~ 3. InteresUPenalty if applicable p D. Interest E. Penalty Total Interest/Penalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund STATE ~~ I ZIP j 7 a SS' (1) ~ ~f6 S•2~ Total Credits (A + B + C) (2) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) (5A) O O f /, y~ s- 29 U Make Check Payable to: REGISTER OF WILLS, AGENT - ,_. a .::'rr ..i '....:... PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes ^ No a. retain the use or income of the property transferred :.................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its income : ...................................... ..... ...... ...... ^ c. retain a reversionary interest; or ............................................................................................................... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ....... 3 ....... ....... ^ . 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ... ~ ....... ^ contains a beneficiary designation? .............................................................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, It is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. DATE 5/s~ 3 cir_nmTt taF nF PFRSnN RESPONSIBLE FOR FILING RETURN X GJIJ-~ _ „ ~ X AD SSBG¢/NF /~Y ~~E ~y~s L ~'~~y ~• CL/PP/ G ~ SHE722y /F. C[./ s. ~~~ ~i ~Q, L{/ELCS!//tLE, f~/1 /731o S °?sY ~ToA/E'R 2o.~D, /yl~Cf1~A//CSGURG, ~A )70SS DATE SIGNAT F PR ARERQTHER R SENTATIVE S~ .~ °3 x ~_ ADDRESS CHfFRI,FS ~; ~YS~/ELOSflI G C1oas~ RD., /y/ECH~4N/C56 uRG, P~ / yo s~' . , .~ ..~, ,m„,~. For da y before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% tes of death on or after Jul 1, 1994 and ' ~ ~~s- '~` [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. Far dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. PFV-13~2EX.It.o> ~ ~ _ - SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 1"~E'/ T'C /-/ J olofr,/V ~, FILE NUMBER .ZI-o?-3Srl~ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshi must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1, OF DEATH iPFS /D ~N T//~+C i2E~L ,E S T~f T~ S'/TL1ff TE' f~ T ~ S~ 57oit/E~1' ~D,, /fIEC~/.~~//CSBGli2~s~ ~iyl0/Y.2oE TolviliS/,//ioJ G~uIy/BE'/~L.f/Y~ C'ouivTy~ ,~E'/vNA. , fzl0/ZE pfi/ZTiCU~~2L% I~L~'S C.p/QE-p /N THAT C~2TfF/N DE~'z~ y-r2o/y/ /Ofi~N Lf/. ~~/TC/~ A1yl/ ESTy~ !! ~~c/TC// f//S Ai/FE ?O 7N~7ylS- FL !/E$~ TD HDL/~ B{~ ~7'V Tit F T/E'S, .U/t T~"D D C T. /,3 /97S /f7YD /t7FG'O24 E7~ /N 7NF CLliy/QE'/2l~il/~ CD/.!N ~ iPFCOit'~~S OAF/CE //Y I~E~~, BDOK ~/~/,~• IiOLLI~IF -~~, /°~GE /09. THE S!~/l~ ~STiS/E7P l~ D~/TC/S/ D~7~/fiQTED 77+~/S E/~/~Ti~/L y L/~E ~,¢y /9, / 99~ cd,y~~ul~oN Fu C~ /¢N./} /~~[350LGCTE' 77G`c' /iE'S l~~ //Y a/Or%/Y L!/ ~~7TCf/. SF~ ~PP/1A /Si¢-[ ,COY ,d/Z~"7"T L RCN 7h'/fGE~, ,oq CF2T/F/~D RESiDE~VTi/fL ~PP/~,¢1S~ ,4-r~-,~c,Y~v. '~~ a 9, DoD.oo TOTAL (Also enter on line 1, Recapitulation) $ ~ a S~ Doo. °o (If more space is needed, insert additional sheets of the same size) ,a. 'r•, ~'~ iii' 11 . Tf'I -r ~CiLItf1'•r HE'.;TF:~~.'T „itr~~r,,,.,,,Mr w.r-•esen n..~--rwt i-a--~oaW~ ~+w ~~...r u,f4 t^p, t~e1.~ t., ~~1D~ ~(~E~, 1i~17'NE331S'?'N, that in o!mstdeswtton df the sum of ONE ($1.00) DOLLAR a~nd~other• good and valuable consideration rn bond said, the receipt whereof is hereAy ¢cknowledPsd, the a~aid ara.ntor s do ~' and convey to the said grantees , PILL xKAT CERTAIN tract O.f Iaxid, ~ ~e~ ~.mprovemanta thereon erected, situate ~,n the Township of Monroe,. County of Cumberland end State of Pennsylvania, bounded and des- cribed as follows, to wit: BEGI1`n'yING at a paint in the center if ne of a public road, known as T,565, leading from the Williams Grove Road to the Trindle Springs Road, at the ~rner of land now or formerly of Park xeiglerr thenra t-lony acid land 4f ,park Zeigler, south S8 degrees 50 minutes 50 ae-- conds tdest, one hundred eighty-two and fifty-five hundredths (162.56) feet to a point; thence along land now or formerly of George R. Ep- pley and prucilla M. Eppley, his wife, North 47 degrees 30 min•utea West, one hundred five and sixty-seven hundredths (105.67) feet to a point: thence along Other land of John tv. Deitch and Esther V. Deitch, hS.s wife, being Lots Nos.S and 2 in the hereinafter men- tioned Plan of Lots, North 42 degrees 30 minutes East, one hundred aeventY~fiVe (175) feet to a point in the canter like of the pub- lic read aforesaid; thence along the center line of said public road, South 47 degrees 30 minutes East, one hundred fifty-seven (157) feet to a spike in the center of said public road, the place Of BEGINNING. BF.1NG Lots Nva. 1 and 4 in the Plr,n of Lots of 'George R. Epp1Qy and Jvhn W. Deitch, ae recorded in the Recorder's officer in and for Cum~- berland County, PennsylvAnia, in Plan Book 20, Page I5. BEING all of the same premises which George R. Eppley and Drue~,lla M. ~%ppley, hi$ wife, by their peed dated June 30, 1959 and recorded in the Recorder's office aforesaid, in heed Boak "F", Volume 19, Page 456, granted and conveyed unto John cv, beitch and Esther V. Deitch, his wife, and being pert of the sane premiae9 which George R• Eppley and l7rucilia M. Eppley, his wife, by their Deeds dated March 23, 1960 and July 9, 1968, and recorded in the Recorder's of- Tice aforesaid, respectively, in Geed nook "S", Volume 19, Page unto JohnDWedpeltch„and Eatherr V~~Deitcha7hisgwifeed,thed conveyed ..' he rain. Grantees UNDER A.ND SUt3JECT, nevertheless, to the restrictions and conditions set forth in the above reacted Dead. • eoo~2s vAC~ X09 F'~GE E~1 • MARE TX1~' 13th day of October, of our Lord once tlwueand Wins hu»dred seventy-five (1975) , in t11u yepr ,Cs'~rwECs'rv JOHN q. pEITCN ens ES~'HER V. UEr1'CH, tria wife, of the Townahlp of Dtonroe, County of Cumberland and State of Pennsylvania,. 1 , ' a'~ JOHN W. bE17CCfl and ~lor fit, Township of Monroe, Co~u~ty olECumbarlandEand stair oftPennsylvanla, Grantees. This is a tran,~action between husband and wits. _.~~ ~~ F~ i~l I_1 i ; }_~ ~;? TF'I-i.;i=~LIPdT`,' ~E;'~~TF'HC;T And tAs said prv,+rtorR hereby oovarutsat and aprss that they uri!! ww~raxt GENE I~Y.Y the progarty hereby ooxveyed. o~`, ~~~ v~.~~WQO m d,,., Y ~4b r l ,~!` Pn C. ~7 M1 ' • MG ~~ '^ J ~ ~N= 1N iVC7'NESS WIlF.REOF', said grantors ha vehereunta set the i4r` ~ ~u! A alai acRla tbs day and year first above 9urltten. ~~Pttai-, $aale~ an0 ~,ItllvKS'e4 ..~';X1rta....f.1....~..Q.al~ ~ . 'r.-~. bt !!w 3~rs~-enae n ......." ~ ., rtcea •'~~~............ A~~LAr, ......._....fti'itr:' .....~fsACr.!Il~rrr.4.... ~--- .._. ~.~.. _........F~.thl~.x..u.~...~~t.l.~~h......,..................... s~ F'HGE F~ _. Stale of P®nnsylvani.a Cou»Cy of Cumberland ~ ra. On tAia, the 13th day of Oatobar, , 1a 75 , before me, a Notary Public, tAa undertiyined o~iasr, yereorua!!y appeared JOHN W. pEYfi~ and FSfiHER V. DEYTCH, his Wi>'e, kxow-t to nas {or satiajaatarsly proven) to be the person s whaae names are a+tbsaribed to the. :vithin +instrument, and a-0k~nowlsdQad that they executed .earns for the p~rpoeea therein aontai»sd. .. !N W/TN1i'SSi W1YEItEO~F. I hereunto eat m~y>hand and o~cial seal. . tic;.::'.,, r:••.. MYyonmirr~an~yytMrs'~@vsl'Ti..~~,:......~.,~,.... .............. `.`,' . ArKh~nlcsEur`, Pa. Cumbert,rJ COuat~ ~tle'Gj Q/jiCBr:, tw, st¢t8 Of ~ , ''i ~, v. - } ea. County Of JJJ[[[ On Chia, ths. day of sp ,before me, , the rcndsreipraed o$ksr, yerao„ally appeared knvw» Eo me (or satisfactorily pt~oyex) to be the yereon whuao name subecribod to 1Jir. witAin instrument, anti aokvwwtedpsd that executed same jar the u contained p rposet therein IN Wl7'NESS WNF'REQF. I heret~ato dst my harul acrd o~lcia! seal. .-. -......~ ................................... ~........ ........................ A ~ , Title of O,~icer. I do hereby certi/y that the precise r~eaid~snce anal oomplats yoxt o,~iee address of the witAin >za»ud prnnt:e it R. D. ~2, Mechanicsburg, Pr:nnvylvania, iZOS5. ~, i~ ' flttorney jOr .~ »..,.~~t'i~i~.w1..,. ..« .............. g00~26 PAGE 1~.U - ~.J~ ~ ~ :; i',r} ~ t ~: , i .' ..,, 4. r ': J ~; ' >... r T)?I-~:i=u_IIIT'r' HE'.~TR;~_;T F'~i~E l't:= •cc->tl3lrfa ~~~Q~~ FOR R[CGROE ' USE ~lIL . CONMONwEAITN OP PlNNSYLVANIA aEAlTY ]"RANS~~R f~lcA9f d00K NUMBER ~. ,~„~ OEPART-AENT OP REVENUE AFFIDAVIT n~ yAlt-G PAOE NUMBER .~ BUREAU OF COUNTY COLLECTIONS DATA RECORbEB ~+*-,-4 - -- --- COMPLETE APPLICAOI! SECTIOf+S IN FULL ANO PILE IN DUPLICATE WITH RECORDER OP DElOS WHEN (1) THE FULL CONSIDlhATION IS NOT, SET PORTM tN 7HE (JEEP, (?) 7NE TRANSFER IS WITHOUT.CONSIDERATION OR A GIFT, OR (3) A TAX EXEMPTIDH IS CI.AIMEO, !.REFER SECT. 0, RTT AC7 Of pEC. T7, 1951. P. L. 1712 AS AMENDED} - -•-~:. secrlnN I . John tt~ Deitch elnd (CO4IPLET! POA AlL TRANSACTIONS) athe~V,~_.P..,~i_~h~,.h3~_W_.~rg...... R~..~.Va ....,~.~.s_~'te.~h~-nicsburc~. PgnrioY~Yenia. 170~~'. GRANTOR Ifl AODRUL ., John w~ ['Mitch Anc4 _, Father V, Deitch; ~,~,;~ fife . 1R~__D 2~_MeCh~ln~,csk~ura.' !~ nn ~ 7 cRANrEF IfI Aoonesa .,--_S'!_~'[Y Yli L_~dS LOCATIOk pp LANp, TQNEMENTS AND NEREDITAAIlNTS+ ~tonroQ TTownshiP~ , R,~~2,__M_echAnio6burr~, Cumbexl.ancl Cou~~,_ pa~~, ~,4 ,~ Y, ~,~ R.6., f7REET \ NUM([R OR OL'M8R O[SG RI~YION NfM( OM LOCAL 00 V(ANM(N IAL ~1N1T COON YY FULL CON31DlRATION =,~~mm~ HIGHEST ASSlSSlO VALUE f ' PAIR MAAM}tT VALU! ; _Y,.., REALTY TRANSFER TAX PAID y TAX {:xEMPT TRANSACTIONSa IP TRANSFER IS PARTIALLY OR WHOLLY EXEMPT, SNOW AMOUNT EXEMPT, REASON tS) AND CITE PORTION Of 4AW..._ 1 $ i ~ g r ng_ C~t,ifari bs}~gn• hueD,~,,,en~ r,,tlZ's , Ip 7MIS IS A TRANSFER IRON A STRAW, ACENT OR TRUST AI;REEMENT, COMPLEY! THE REVERSE SIDE. SEC710N U (coMP4ETE ONLY IF PROPERTY WAS SUBJECT TO LIEN OR MORTGAGE AT TN! TIM! Op TRANSplR) EXISTING MORTGAGE, ; __ _ OIdPOSiT10N , BxISTIMG MORTGAGE, 1 DISPOSITION EXISTTNO l1EN OR OtiLItsAT1DN~ _ ~._~_~___, DISPOSITION r.,,,,_ • ' if NM l «. - EXISTINO LIEN OR Og41GATION+ i_...._._bISPOSITION \IENNOL O( ~ A6b RR'E~T('~"~~ +~ ' SECTION ill - - _ - -- (COMPLlT! ONLY IP TRANSPlR IS RESULT Op JUDICIAL SALE) OpPIC1AL CONDUCTING SALE ~~ wccassFVl. BIDDER _ _ _ _„ T,~_ JUDGEMENT PLUS gip PRICE HIGWlST ASSTi5ED PRIOR I,lENS VALUE ... .. _. lam ' f ,kty.fi" ! ~ .Nn~ ~[• yr ~~, .~r~ °._~~:.a7!•.~. r P PRIOR RECORDED MORTGAGE ~ UNPAID REAL ESTATE TAXES S WATER REHT DUE ; SEWAGBRENT DUE ; ATTORNEY PIES y OTHER (COSTS, ETC.) -~ •f TOTAL . ,~`~ ~ 1 ~1 , n . -r .' ~It-~ ANP SVAfCR10E0 SENOR!' ME THIS ._ %c ;' 1 h DAr pk• F OCtOb~y~~lp~_ ' ~ _~/lrr/ I ' sir Sii7.~H~s ' ^9T"Rr ~v~~lc ~•. ~=. MY CDMMIS9N?N lxPIRlS 11ua. Z1 , 19 -~Q . ~. , i i NOTLr, CALCULATIONS MVST Y61 SNOM'N IN ALL COLUMNS. A41- OF THE INFORMATION ENTEREp ' ON 90TH SIDES Op THIS APpIDAVIT i= 'T'RUE. PULL AND COMPLETE TO THE BEST OP>aY KNOWLEpCE, iNFORMA• T AN !LIlP, L `~ RANTE AGENT ppRGRANTEE GRANTOR [] AGlNT POR GRANTOR RAM ^ TRUSTEE File No. 02-1088 Paae #1 APPRAISAL OF REAL PROPERTY LOCATED AT: 258 Stoner Road Monroe Township, Cumberland County Mechanicsburg, PA 17055 FOR: John W. Deitch/Estate 258 Stoner Road, Mechanicsburg, PA 17055 AS OF: March 2, 2002 (Retrospective) BY: Appraisal Solutions Brett Lechthaler, PA Certified Residential Appraiser 16 San Juan Drive Mechanicsburg, PA 17055 Form GA6 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Paae #2 U1-1 May 16, 2002 Appraisal Solutions 16 San Juan Drive Mechanicsburg, PA 17055 Phone: 717-697-1828 Fax :717-697-1304 Charles E. Shields, III 6 Clouser Road Mechanicsburg, PA 17055 RE: 258 Stoner Road, Mechanicsburg, PA 17055 Dear Mr. Shields: Pursuant to your request, I have prepared a COMPLETE APPRAISAL/SUMMARY REPORT of the property captioned in the "Summary of Salient Features" which follows. The accompanying report is based on a site inspection of improvements, investigation of the subject neighborhood area of influence, and review of sales, cost, and income data for similar properties. This appraisal has been made with particular attention paid to applicable value-influencing economic conditions and has been processed in accordance with nationally recognized appraisal guidelines. The value conclusions stated herein are as of the effective date as stated in the body of the appraisal, and contingent upon the certification and limiting conditions attached. Please do not hesitate to contact me if I can be of additional service to you. Respectfully, r~ - _ y~ .~-.~~ ~~~. Brett Lechthaler, PA Certified Residential Appraiser Form DCUR - ~~TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Page #3 a SUMMARY OF SALIENT FEATURES Subject Address 258 Stoner Road Legal Description Deed Book 26fi Page 109 City Mechanicsburg County Cumberland State PA Zip Code 17055 Census Tract 3240-0117 Map Reference ADC: 281E-2 Sale Price $ NA Date of Sale NA Borrower/Client John W. Deitch/Estate Lender NA Size (Square Feet) 1,491 Price per Square Foot $ Location Average Age 40 Years Condition Average Total Rooms 5 Bedrooms 2 Baths 2 Appraiser Brett Lechthaler, PA Certified Residential Appraiser ' Date of Appraised Value 'March 2, 2002 Final Estimate of Value $ 129,000 Form SSD -'TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE Appraisal Solutions (717) 697-1304 File No. 02-1088 Paae #4 ProcertvDescriotion UNIFORM RESIDENTIAL APPRAISAL REPORT File No 02 1088 D ~ .h Aa.l 7c0 ca n ~'°~~ °~~ ~~~~~~~ ~~~°~ t;ity Mecnanicsburg State PA Zip Code 17055 Le al Descri lion Deed Book 26H Page 109 Coun Cumberland Assessor's Parcel No. 22-10-0644-031 Tax Year 01!02 R.E. Taxes 1 337.29 S ecial Assessments None Borrower NA __ Current Owner John W. Deitch/Estate Occu ant: Owner ~ Tenant `~ Vacant - Pro a ri hts a raised !Fee Sim le ~ Leasehold Project T e PUD Condominium HUD A onl HOA NA Mo . Neighborhood or Project Name Monroe Township Ma Reference ADC: 28/F-2 Census Tract 3240-0117 Sale Price NA _ Date of Sale NA Description and $ amount of loan charges/concessions to be paid by seller NA Lender Client John W_ Deitch/Estate _ Address 258 Stoner Road Mechanicsbur PA 17055 A raiser Brett Lechthaler PA Certified Residential / Address 16 San Ju an Drive Mechanicsb ur PA 17055 Location !Urban ~ Suburban ~] Rural Predominant PRA 91e family hoAGng , present land use °k Land use change Built up Over 75% ~ 25-75% ' _l Under 25% occupancy $(000) (yrs) One family 90 ~ Not likely [ ]Likely Growth rate Rapid ~ Stable j Slaw !~i Owner 85 Low New 2-4 family 2 In rocess i Property values Increasing ~ Stable 'Declining D ' ' [ ]Tenant 300+ High 100+ Multi-family 1 p ~ To: emand/supply Shortage X ~ In balance ~, __j Over supply M ~_ Vacant (0-5%) Predominant . Commercial 2 arketing time Under 3 mos. ix' 3-6 mos i Over 6 mos r ~ Vac. over 5% 145-185 25-35 Vacant 5 Note: Race and the racial composition of the neighhorhood are not appraisal factors. Neighborhood boundaries and characteristics: The neighborhood boundaries are indicated on the enclosed nei hborhood ma in the addenda of this report. ___-_- _ Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): Subject has access to all necessary supporting facilities including schools public parks transportation shopping and houses of worshi . Em Ip oyment stability is good due to the State Capitol and county seat at Harrisburg the Navy Supply Depot in Mechanicsburg the Arm Su I De of in New Cumberland and the expanding West Shore Area Average property maintenance ro rams observed. Em to ment is ,within 15-30 minute drive. ,Steady price increases and MLS statistics demonstrate stable demand for the area. Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time -- such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): The search of count tax records and the MLS service show vices stable. The MLS service indicates that the t ical ro ert sells in 3-6 months.. Mortgage funds are readily available from a variety of sources with conventional loans being 7 0% to 7 5% interest fixed 30 ear mortgage _u to 3 pints. Sellers are not re wired to offer sales or financin concessions however seller assistance is occurrin . Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? f 1 Yes j_] No NA _ Approximate total number of units in the subject project NA Approximate total number of units for sale in the subject project NA Describe common elements and recreational facilities: NA Dimensions See enclosed le al descri lion Topogra h Mostl L l Site area 50 acre per tax office Comer Lot ^ Yes ~ No p y y eve Size Typical for Area Specific zoning classification and des, cription A-Agricultural _ Shape Mostly Rectangular _ Zoning compliance }~ Legal ;Legal nonconforming (Grandfathered use) ~_] Illegal ~__:~ No zoning Drainage A ears Ade wale Hi hest & best use as improved: ~ Present use ~ ~ Other use ex lain View T i l St t Utilities Public Other Off-site Improvements Type Public Private yp ca ree Landscaping Typical for Area Electricity x _ Street Macadam ~ [] Driveway Surface Macadam Gas ! Curb/gutter NA [] ~__] _ Apparent easements Standard Utility Water j _ j well Sidewalk NA ^ L FEMA Special Flood Hazard Area ^ Yes ~I No Sanitary sewer septic _ Street lights NA _ [ ] ~_ ] FEMA Zone X Map Date 1-5-96 ,Storm sewer___~___ Alle NA FEMA Ma No. 420371 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): Standard easements for electric telephone etc. There are no known or apparent adverse easements encroachments or conditions noted GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units 1 _ _ _ Foundation Concrete Block Slab Partial Area Sq. Ft. 1 306 Roaf No. of Stories 1 Exterior Walls Stone Crawl Space NA % Finished 0 _ Ceiling Type (Del./Att.) Detached Roof Surface Shin le Basement Partial Ceiling Unfinished _ Walls -] Design (Style) Ranch Gutters & Dwnspts. Aluminum Sump Pump NA Walls Unfinished _ Floor --' Existing/Proposed Existing _ Window Type Double Hun Dampness None Noted Floor Concrete _ l__J None [ Age (Yrs.) 40 Years Storm/Screens Yes/Yes Settlement None Noted Outside Entry NA Unknown ~I Effective A e rs. 15-18 Manufactured House No Infestation None Noted ROOMS _Fo er_ Livin Dinin Kitchen Den Famil Rm. Rec. Rm. Bedrooms # Baths Laund Other Area S Ft Basement . . Level! _ 1 Area Lar e_ 2 2 x Florida _ 1306 1 491 • Level2 ---- - , • Finished area above rode contains: 5 Rooms 2 Bedroom s 2 Bath s 1,491 S ware Feet of Gross Livin Area INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: floors Wood/C t/Tile/Av Type HtWtr Refrigerator ~ None ^ Fireplace(s) # One ~ None I II _ - _ Walls Plaster/Panel/Av Fuel ,Oil __ Ran a/Oven ~ Stairs _ I__J Garage # of cars g ~ Patio Trim/Finish Wood/Av Condition Av Disposal ^ Drop Stair ',~I Deck ~~ ~ ~ Attached 2 Car -. Bath Floor Asb Tile/Av COOLING Dishwasher [_ j Scuttle ~ ~ Porch 2 Covered ~ Detached _ _ Bath Wainscot Ceramic/Avq __ Central NA Fan/Hood ~ Floor [~ Fence ^ Built-In Doors Int:Wood Flush Other Window Microwave ^_ Heated [] Pool ~ i Carport ' _ - Condition Av WasherlDr er I ~ Finished i I Central Vac Drivewa 6 Car Additional features (special energy efficient items, etc.): The subject features: stone bar-b-que built-in double refrigerator adequate storage space and cedar closet whole house fan1heated workshop and cooling system that circulates air from window unit in Florida. Room throughout house , . Condition of the improvements, depreciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions, etc.: The sub'ect is in average condition. The construction ualit is t ical fora a in com orison to com etin nei hborhoods. Based on maintenance condition ,and comparison to competing neighborhoods the estimated age is below the actual age Physical depreciation is due to age and deferred • maintenance. No economic or functional obsolescence noted. Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site or in the , immediate vicinity of the subject property.: There are no known or a arent adverse environmental conditions that would ne aliv ! i e m act on the value of the ro ert . Fred die Mac Form 70 fi/93 nnnr ~ nr n r„u~ i ~r c Fannie Mae form 1004 6/93 Form UA2 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Page #5 ValiiatinnSartinn UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 02-1088 ESTIMATED SITE VALUE _ $ 35 000 ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: Dwelling _ 1,491 Sq. Ft. @$ _ $ ______ 1,306 Sq. Ft. @$ = Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): The Cost A roach will enerall result in an excellent estimate of value if the buildin is new or - reasonably new, and the improvements reflect the hi hest and Garage/Carport 741 Sq. Ft. @$ = best use of the of the land. However when items of h sical Total Estimated Cast New = $ de reciation and obsolescence must be estimated an area of Less Physical Functional External ~ud ement is involved which is sub~ect to error. The Cost Depreciation __ ~ _ ~ _$ A roach was not utilized due to the chronolo ical and Depreciated Value of Improvements =$ effective a es. "As-is" Value of Site Improvements =$ INDICATED VALUE BY COST APPROACH = 35,000 ITEM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 258 Stoner Road Address Mechanicsburg PA 719 Sinclair Road Mechanicsbur PA 1263 Hillside Drive Mechanicsbur PA 1320 Zimmerman Road Mechanicsbur PA Proximit to Subject within 1.5 miles within 2.75 miles within 3 miles Sales Price ~_ NA _ _ _ _ _ __ _~ 115._000 ~~ 131,750 -- - _ _~ 135,000 ~- - - - Price Gross Livin Area ~~ 87.92 f __ ' _., ~ 101.04 ~r; _ ~ 81.67 rh ~ --~ '~ Data and/or Verification Source Inspection 8 Courthouse Recd Multi Listing Service Courthouse Records Multi Listing Service Courthouse Records __ _ Multi Listing Service Courthouse Records VALUE ADJUSTMENTS nESrRIPTION __ DESCRIPTION + - $ Adjust. DESCRIPTION + - $ Ad~ust. DESCRIPTION +(-)$ Adjust. Sales or Financing Concessions !~ ; , ,s;~,~ _ ~.~ ={ ` Conventional I No Effect Conventional I No Effect Conventional , No Effect Date of Sale ime _ _ _ __ ^' ___~ __ _ _12/01 21 DOM ; 5/01 50 DOM 4/01 22 DOM Location Avera a Avera a Average Avera e Leasehold Fee Simple Fee Sim le Fee Sim le Fee Sim le Fee Sim le Site ____ __ .50 acreJAv .48 acre/Av 49 acre/Avg .51 acrelAv View. _ Avg Street Av Street Av Street Av Street - Desi nand Appeal____ Ranch/Avg___ Ranch/Avg_ Ranch/Av Ranch/Av Ouali of Construction. Stone/Avera a Aluminum/Av +2 000 Vin t/Av ~ +2 000 Brick/Av A e 40 Years 35+1- Years 27 Years 26 Years Condition ______ Avera e E ual Su erior -5 000 E ual Above Grade Total Bdrms Baths Total Bdrms Baths Total Bdrms Baths ; Total Bdrms Baths Room Count 5 2 2 6 3 1 +2,500 6 3 ~ 2 ~ 6~ 3 2 Gross Living Area 1 491 S . Ft. . 1,308 S . Ft. +2 800 . 1 304 S . Ft. ~ 2 800 1 653 S . Ft. -2 400 Basement & Finished Rooms Below Grade Full Unfinished Equivalent Bath -2 000 Equivalent FR Rec Room -4 000 Equivalent Rec Room .SBA -3 000 Functional Utilit Avera a Avera a Avera a Avera e Heatin Coolin HtWtr/None FHA/None HP/CA -2 000 HP/CA -2 000 Ener Efficient Items _Avera e E ual ~ E ual E ual Gara a CarQort Att 2 Car Att 2 Car Att 1 Car +2 500 Inte raj 2 Car Porch, Patio, Deck, Fireplace(s)., etc. __ 2 Porches, Stoop -Fireplace Porch, Patio None +2 500 Porch, Patio Fire lace _ Porch, Deck Fire lace WdSty ~ -500 Fence Pool etc. None Fence -250 None None Other CVac. Workshop None +3 500 None T +3 500 Lar a Shed +3 000 Net Adj. (total) __ __ - ! ~ ± ~ I - 11 050 - f 1 + IXJ - $ 200 ~ + IRI - ~ 4 900 Adjusted Sales Price of Com arable 126 050 131 550 ' 1 130 100 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc.): Sales of ranch homes on jar er lots were limited. After a search of available market data~the three closed sales displayed are considered to be the best indicators of value. Ex andin the search for comparables to a distance greater than one mile produced sales in the subject's market. Sale #2 superior condition due to recent upgrades in kitchen and windows. The ad usted ran a of values for the com arables is $126 050 to $131 550. All com arables considered with most weight placed on Sale #3 due to least gross adjustments. ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0.2 COMPARABLE N0.3 Date, Price and Data Source, for prior sales within year of a rpp aisal . None NA .Courthouse Recd None NA Courthouse Records None NA Courthouse Records None NA Courthouse Records Analysis of any current agreement of sale, option, or listing of subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: Prior sales of the comparable properties occurred over one year. There are no listing nor sales agreements for any of the properties. INDICATED VALUE BY SALES COMPARISON APPROACH $ 129 000 INDICATED VALUE BY INCOME APPROACH if A licable Estimated Market Rent NA _ /Mo. x Gross Rent Multi lier NA = $ NA This a raisal is made ~{ "as is" ~ 1 subject to the re airs, alterations, ins ections or conditions listed below PP _ . 1 P P ^ subject to completion per plans & specifications. Conditions of Appraisal: See Statement of Limiting Conditions and Appraiser's Certification Final Reconciliation: Due to the lack of rental_data, the Income Approach is not appropriate. Greatest weight is given to the Sales Com orison A roach as it reflects the t ical actions of bu ers and sellers in the market lace. * Retrospective as of Date of Death. Actual inspection occurred May 13, 2002 The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/FNMA form 10046 (Revised June 1993 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF *March 2 2002 (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 129 000 APPRAISER: - SUPERVISORY APPRAISER (ONLY IF REQUIRED): -_ ,,_~' _ Signature ~~.,.,_-~,{ G = Y- ~ Signature J Did ~t Did Not Name Brett Lechthaler PA Certified Residential Appraiser Name Inspect Property Date Report Signed May 16 2002 Date Report Signed State Certification # RL-003368-L State PA State Certification # State Or State License # State Or State License # State rreaaie mac corm ~u ti/ys PAGE 2 OF 2 Fannie Mae Form 1004 6-93 Form UA2 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Page #6 Supplemental Addendum File No. 02-1088 Borrower/Client NA Pro ert Address 258 Stoner Road _C~ Mechanicsburg County Cumberland State PA Zip Code 17055 Lender John W. Deitch/Estate SPECIAL LIMITING CONDITIONS: This appraisal is not a home inspection and the appraiser is not acting as a home inspector when preparing the report. When performing the inspection of this property, the appraiser visually observed areas that were readily accessible. The appraiser is not required to disturb or move anything that obstructs access or visibility. The inspection is not technically exhaustive. The inspection does not offer warranties or guarantees of any kind. SUPPLEMENTAL CERTIFICATIONS: I certify that: - This appraisal is a COMPLETE APPRAISAL/SUMMARY REPORT. - This appraisal was prepared by Brett Lechthaler for the exclusive use of John W. Deitch / Estate, client, to estimate market value in terms of cash or financing similar to cash for the client's explicit use. The information and opinions contained in this appraisal set forth the appraiser's best judgement in light of the information available at the time of the preparation of this report. Any use of this appraisal by any other person or entity, or any reliance or decisions based on this appraisal are the sole responsibility and at the sole risk of the third party. Mr. Lechthaler accepts no responsibility for damages suffered by any third party, as a result of reliance on or decisions made or actions taken based on this report. In my opinion the reasonable exposure time linked to the value opinion is up to 180 days. In my opinion the reasonable market time linked to the value opinion is up to 180 days. I further certify that, to the best of my knowledge and belief: - The statements of fact contained in this report are true and correct. - The reported analyses, opinion, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions. - I have no present or prospective interest in the property that is the subject of this report, and no personal interest with respect to the parties involved. - I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. - My engagement in this assignment was not contingent upon developing or reporting predetermined results. - My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. - My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. - No one provided significant professional assistance to the persons signing this report. - Brett Lechthaler personally inspected the property and prepared this report. ~- ". ~_ .. Brett Lechthaler, State Certified Residential Appraiser Form TADD - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Page #7 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions* granted by anyone associated with the sale. * Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. Freddie Mac Form 439 6-93 Page 1 of 2 Fannie Mae Form 10048 6-93 Appraisal Solutions (717) 697-1304 Form ACR - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE File No. 02-1088 Paae #8 APPRAISER'S 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 reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce the 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 awn personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to 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 property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. 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 section of this report, unless I have otherwise stated in the reconciliation section. 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 effect of the 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 pertorm 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 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 258 Stoner Road, Mechanicsburg, PA 17055 APPRAISER: SUPERVISORY APPRAISER (only if required): Signature: _ ~~----~~( --'t:._-~'~~ Name: Brett Lechthaler, PA Certified Residential Appraiser Date Signed: May 16 2002 State Certification #: RL-003368-L _ ___ or State License #: State: PA Expiration Date of Certification or License: 6/30/2003 Signature: Name: Date Signed: State Certification #: _ or State License #: State: Expiration Date of Certification or License: ~___) Did (]Did Not Inspect Property Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 10048 6-93 Form ACR - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE file No. 02-1088 Paae #9 Location Map Bortower Client NA _ Pro a Address 258 Stoner Road Ci Mechanicsbur County Cumberland State PA Zip Code 17055 Lender John W. Deitch/Estate .C~111 N ~ ,i .~ ~W '~-- L '~ ~ ~~~. 1 ~^ c,l Il~ 41 ~ ~ ~[ . ~ ~ ~ ~ ~~e~sgdng ~,, ; Chu1~t1 Rd ~ ~' - ~ 7 ~ ~ ~~ ~ m~ 1~ ~~z~ ,,,~ ~ ~ ,1. ig 174 1 1. .1 _5 • 1•' 1 ~r" j- ti ~ ~`~ -~ s41 ~~r ti ~ ~ Retie 1 • 1 .. , . ~ ~~I'r ti~ m ~~"'~~ ~:r~ I J ~';. 'N/Y f ~ l•~ ~r a ~~ ~ r ~ 1~~d u., ~~ ~J ~fr, '~~ ~ ~ f`~ I Key--~-y % ~_~7gh~ t' i '~.5 ~~t.` 1f Mare' ~~r ~ ~Ra i 111 ? r~ r~ r`~- tJ'aa~~ ~. ( 1` i' ' 1~ t 1 - r f yy i - --___ ~ p~R ~ ~ 'Otto Dr Patricia Dr f Q~f - -- -- __ -- f x Oak D r"`_`.`l ,~,, j °/ r 1 '~, ~~ ~ r r ;~ __ _ _ G~}`~ ~y~% . flavid to ~ ,/ ` ~ `.gip, j~ ``..~f _ r -r"'-" -~ t y~~~ ~-.. y~ 1 -- 1 ~ t ~~~ '~~,~ ~~-~ x John Mar CT ~,~ trI f r~~_ f'~ ~ ~'` '~ (p ,l ~~ a r Qefiet Rd- ~ ~ _.._..-_~ G!~h ~ >.'~~" - ~`" tit ~•. ~~ ~ '~~ _ ~ ~„t1 ~,~ 1 1, . 1 ~1~ 1 t j"~ 1 • 1. 1 1~ 00 ~ ''J Y °i r k ~ r~" rr- - >` I _ gta~Raf~~ , Framingo'~r r`I ~J~ 11 ' ^~_ ~` 1 '~ 1 Bath Rd ~ - - - .^`r-_- ' ~ ', r; s --__ __ _ . - - a ~ ~~ ~ 74 ~..._.._..... s .' a~~ f`~ +:7f ~` 1 1'' ~ fr ... ,r ~ ~ __ , ~,: - _. ~_. ~ -, ~ ` f ~' Q2002 Ucinit Co , GDT ~~'~ ~-~-t-f+-++-r'i~, j2500 ft Form MAP.LOC - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE 2e"%20]'2 i1:3? =°Bl~BG2 TRI-+~ULhITl` AESTRACT FA~aE @t r--- - -... _w._..___.._.-._-~..~-~ ii ', w. L N~..~ rte,. ~,"' ~.-~.r. ,...-.c...~,. rr ~~ ~~~ - M,tDY'i TN9 13th day of October, iw IAa y.a- of p~,r 4vrd one tAowaad aiac Aaedred aavanty-five (1975) , r+brrwasly aoNN er. awxTCH •»d IiSTHBR v. nnxrcx, his wile, ot.the T.awnshYp o! Monro4, County o! Cumberland and State of Pehnsglvania,. f~+ywtor e. rwd JOHN W. DEI7l'CH and 86THiSR V, pslTCp, hl• wite, o! kbe ,.TOVgshiy of Honraa, County of Cumberland and State o! Peaneytvania, Gaanteaa. rhis is a tzanewetion between h wbassd and wile, !K't7'N6SS.6'Tfl, iAat in oyn+tderalbw vl the sari o! ONa (ail .00) DOLL;-R att~d o~th•r rlood and valuable consideration I yn hand paid, IM rccetpt wAsravf 1/ Aerspy aota/owisdpsd, tAs said pwwtpr a do AsrsDV yrw~ wnd 'convey tv IA• said oron.tess , ALL TNR1' CERTkxN tract al land. witY~ tii• ~.mpsovaementa thereon •xeoted, situate in the Township o! MegTOe. ~out-ty q¢ Cumberland and State o! Pennaylvegia, botusdtd and dec- .. oriibbsd as follows, to wits BtG$Ni7INQ at a point 1n the aenter line of a public road, k»oxn as T-SiS, leiading from the Williams Grov~',Road to the Trindle springs Roed, wt the corner of land now or 1`ormerly of Park Zafgler~ thegee rlas$ said land o! Park 5eigier, eOUth 36 degrae• 50 minutes ¢b i,e- gqondy West, one hu»clred eighty-two and tilty-t1v! hundredths ~1t2.551 1!welt to a point; thence along land now os formerly o! George R. sp- p1e1r and ~Druailla M. Eppley, his wits, North ~7. dtgssea 30 minister Hest', ons,hugdred ii'w and sixty-sawn hundreQtha (105.67) fact to a po{ntr 'thence aloeq other land of Jshn ta. deitah and IIather'V, Deitch, his wife, being Lota Noa,S and ~ in tha hlersinaft•r m~n~ Eiortied Plan of Lota. North ~7 degrees 30 minutes Eaet, one hundred seventy-five {1.75) feet to a point in the center li»e o! the pub- lic 'road aforesaidr thence along the center line of said pub1.LC road;,. South d7 deg raps 30 minutn• Bast, ono hundraq fifty>sewn (1S 7j Peet to a spike in the center o! said public road, Lhe place Of BEGINNING, H~2N~ Lots Noa. 1 and ~ in the Plan of LotO df George R, Eppley and' JSahnW. D~itoh, as r«cordrd in the Reoardsr'a office in and !or Cum-' barlaknd Cp.y»ty. P•»nsyivania, in Plan Book Z0, pagg 15, Dl,INC all .of the ^ame premises which ciao'sge K. sppiey aqd Drualla M. F ley, his wife, by their Dttd dated June 30, 1959 and recorded i~ th» A~toorder'a olfioe aforesaid, in Deed Dook "F", Volume 19. P•q•iA56,;granted end conveyed unto John [v, Deitch and Esther V, Deit h, his wife, and being pert o! the same psemisea which lieeorge R.! Eppley ana druoilla M. E pploy, his wife, by their Deed• dated Mato 73. 1960 and Jaly 9. 146a, and ree¢rded in the Recordsr'~ at- !!~e ielezeasid, ras~aeutively, in Desd IIook "$", Volumr I9, Pag$ ~Oi3, !and Deed Doak V Volume 22. Page $7S, grantrd sad eanvelied unto :john N, Deitch and Esther V. Peitelf, his wife, the Grantlaa he reijn, - UNDSyt~JWD 5UliJECT, neverthalesa, to the YaatrlatlQ.g• and cdnditiaq• . set forth in the above seoited Deaa, ~aoa~2f> rACt 109 _._.ri SKETCH/AREA TABLE ADDENDUM File No 02-1088 -- - - --- - __ Property Address 258 Stoner Road __ City Mechanicsburg County Cumberland State PA Zip 17055 Borrower NA Lender/Client Estate of John W. Deitch UC Address 258 Stoner Road, Mechanicsburg, PA 17055 Appraiser Name Brett Lechthaler Appr Address 18 San Juan Drive, Mechanicsburg, PA 17055 18.00' 0 00 N 0 ao N 21.00' 6.00' Comments: AREA CALCULATIONS SUMMARY Code Description Size Totals GLAl First Floor 1491.0000 1491.0000 P/P Porch 36.0000 Porch 60.0000 96.0000 ,GAR Garage 741.0000 741.0000 ~~OTH Workshop 360.0000 j 360.0000 Scale: 1 = 12 LIVING AREA BREAKDOWN Breakdown Subtotals First Floor 21.00 x 34.50 724.5000 ~ 10.00 x 22.50 225.0000 ~ 19.00 x 28.50 541.5000 TOTAL LIVABLE (rounded) ~ 1491 i 3 Areas Total (rounded) 1491 _ -- - - __ -__ I- - - ---- - __ ---_ ---- ----- - ---------~ APPRAISAL SOLUTIONS APEX SOFTWARE 800-858-9958 Apx8100-w Apea'2 Prue ivo. uz-iuaui rdye ~iui Subject Photo Page Borrower Client John W. Deitch/Estate Pro a Address 258 Stoner Road C' Mechanicsbur Cou Cumberland State PA ~ Code 17055 Lender NA Subject Lot 258 Stoner Road Sales Price NA Gross Living Area 1,491 Total Rooms 5 Total Bedrooms 2 Total Bathrooms 2 Location Average View Avg Street Site .50 acre/Avg Quality Stone/Average Age 40 Years Subject Rear Subject Street Form PIC3x5.SR - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE erne No. uL-~ Uuul rase xt i i i Comparable 1 719 Sinclair Road Prox. to Subject within 1.5 miles Sale Price 115,000 Gross Living Area 1,308 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 1 Location Average View Avg Street Site .48 acre/Avg Quality Aluminum/Avg Age 35+/- Years Comparable 2 1263 Hillside Drive Prox. to Subject within 2.75 miles Sale Price 131,750 Gross Living Area 1,304 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 2 Location Average View Avg Street Site .49 acre/Avg Quality VinyVAvg Age 27 Years Comparable 3 1320 Zimmerman Road Prox. to Subject within 3 miles Sale Price 135,000 Gross Living Area 1,653 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 2 Location Average View Avg Street Site .51 acre/Avg Quality Brick/Avg Age 26 Years form PIC3x5.CR - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE Cmm~arable Photo Page REV-1503 Ex.11-97j COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS 8~ BONDS ESTATE OF FILE NUMBER 1~. E~ TCN ~/o~/iV W. a i - oa - 3 ~ ~ All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ fee !!uluahon ~Sheo~s ~on~ Wac~ov~a Secr,~ri~es, .zn.c.. ~,.~/ Calcu/,x~i'o~ts a~fa~lea~ ~leref X136, ~137.9~ TOTAL (Also enter on line 2, Recapitulation) I $ 13 ~, ~ 3.7. ~ 6 (If more space is needed, insert additional sheets of the same size) zl -~ bZ-3~~ Vf~L GfA-T/D N 5 ~-(E-E-T ~o .~ ~' Cofylf?A-Ny S Ctl~'D • f3. /~E~' i~ CCo~rNT ~ ~ GtJ~, CyDli/•4 ~5'ECU,+2/TIES, ~,ve. ~~See ~e ~er a ~acLccr/J. (/2o fe c~! o. d waS a Sa-~iira~ay ~ere~v~ ~i~Ry ~ ~losrd~i 7?.yuierQre ~ lie/~c~ce~~, /~ Delaware ~e/cLie~S~er, C/:ss B ~-,: ~,s~, ~ary,~~0~ /eve. ~.75~ x 3~ 375.7/~fsh. 99, 009.3 ~ 2. /~//yl f~`9~ Y•"e/d --Class ~. {ri: ~y. 37 1~ioh. ~4~ .3S' 3. /yl.4SS, 1r1deS1~~S TuS~- Gass B ~..; ~ /. ~S ~10~. x//.'70 eve, %/. S7S X a, ~/B sh. _ gas, ~ ~3 3s ~i/, /ylaaerf Y/jlark~ e~i/aace as of 3- ~ - b~ ~~. 6 y %o Ti~-L ZJ• D. !~. !//~Lu~' /~ ~SI,~~LL-' N~IE ACCT. = ~ 3(, 9.37. 96 Wachov~a Sec~.arities_ ins. 1NS324C~ 3d0~ North Front Street Suite 110 . Harrisburg. PA 17116 Tel ?1? 238-9630 Fax 71' 238 ~J789 80C 254-8211 August 9, 2002 Charles E. Shields, III 6 Clouser Road Mechanicsburg, PA 17055 RE: John W. Deitch Dear Mr. Shields: wACxo« SECr_~T~s Per your request dated August 7, 2002 I am providing you with the date of death values as of March 1, 2002 and March 4, 2002 for the assets held in the name of John W. Deitch. March 1, 2102 Description Price AIM High Yield Class B $4.37 Delaware De~lchester Class B $2.58 Massachusetts Investors Trust Class B $11.45 March 4, 2002 Description Price AIM High Yield Class B $4.38 Delaware Delchester Class B $2.58 Massachusetts Investors Trust Class B $11.70 Money Market Balance as of 11~~-sh-~~, ~~ ~"=~-~~.r~ /1'lawh 2, zooz = ~a ~y Should you require additional information, please do not hesitate to give me a call at (717) 231-7205 or (800) 254-8211. erely, Ch e A. P~~, CFP AAMS Se r Vic resident In ent Officer Mein~e~ iy}'SE/SIPC ?'~ ~DS® QUARTERLY STATEMENT January 1, 2002 -March 28, 2002 CHARLES PASS FIRST CLEARING CORPORATION C/0 FIRST UNION SECURITIES 3401 NORTH FRONT ST STE 110 HARRISBURG PA 17110 .~~:.: .~ Value on 12/31/01 512,rr88.66 Additions $0.00 Withdrawals $D.00 Dividends & Capital Gains Reinvested $327.18 Change in Market Value - $575.27 Value on 03/28/02 512,340.57 Account Reggistration: JOHN W DIETCH 258 STONER RD MECHANICSBURG PA 17055 Representative ID # WY05 Dealer/Branch # 003415/WY For Mare Information on this AIM account: . Log on to www.advisorcentral.com . Visit us at www.aimfunds.com Call our 24-hour automated information line at 800-AIM-LINE Talk to a Client Services Representative at 800-959-4246 from 7:30am to 7:OOpm CST AIM News: Your statement has a whole new look! After listening to the suggestions of many shareholders, A-M has redesigned its statements to be even more informative and easier to use. For clarifications of its new features, take a look at the enclosed brochure, 'See What's New in Your AIM Statemisnt!' .~ ~,~~~ r ~. ~: ~.~ .. .. ~. ~: Fund Name Fund Symbol Non-Retirement Accounts Value on Additions Withdrawals 12/31/01 y.. , ,a„u ~ unu - i.iaaa u ~HYBX $12,588.66 $0.00 $0.00 $327.18 - $575.27 $12,340.57 f OTALS: 512,588.66 50.00 X0.00 5321.18 - $57527 512,340.57 I~~~~pYN~~VI L4 B 1 0 283 ggg 85,115 5012655584 003415 WY WY05 QUARTERLY STATEMENT FUKDSm pg.2of3 January 1, 2002 -March 28, 2002 , ~ ` .. ..:. ..sv 3; vrv ......... -: ..e~ ... .. ;3„ ' ?~ .. i.. ... ....~ ca w. .... ~ 100% High Yield Fund ~ 100% Taxable Fixed Income 0% Intl/Global Equity ~ 0% Domestic Equity ® 0% Domestic Equity & Income ~ 0% Sector Equity ® 0% Money Market ~ 0% Tax-Free Fixed About the charts above: The charts show how your AIM portfolio is diversi fled by fund and investment category. Other AIM funds and their categories are listed on the back o f your statement. Consult your financial advisor to see a f other AIM funds maybe right for you. AIM HIGH YIELD FUND - CLASS B Fund/Account: 675/5012655584 JOHN W DIETCH Post Trade Transaction Date Date Description Dollar A t Share Transaction P i Ending moun r ce Shares Shares Value on 12!31/01 $12,588.66 $4.62 2,724.819 01/31/02 01/31/02 Dividend Reinvested $115.88 $4.58 25.301 2 750 120 02/28/02 02/28/02 Dividend Reinvested $108.64 $4.36 24.917 , . 775 2 037 03/28/02 03/28/02 Dividend Reinvested $102.66 $4.41 23.279 , . 2,798.316 Value on 03/28/02 512,340.57 54.41 2,798,316 Want the most recent information about your fund? A monthly u pdate of performance and holdings for AIM Hi gh Yield Fund is av ailable our Web site. Go to aimfunds.com, log into your account, click on the "Fund Commentary" dropdown menu and select the fund. on i~~~~~~~~~u~ L4 B 1 0 283 BR8 85,116 5012655584 003415 WY WY05 ~- QUARTERLY STATEMENT F[1NDSo pg.3of3 January 1, 2002 -March 28, 2002 -~~ AIM Fund O,uarter (QTR) Year-to-Date (Y'tD) Dividends and ST Capital Gains Long Term Taxes Caprtal Gains Withheld AIM High Yield Fund -Class 6 QTR $ 327 18 00 YTD $ . 327.18 . .00 .00 .00 Quarter-to-Date Total ~ 327.18 .DO .00 Year-to-Date Total S 327.18 .~ •00 AIM Fund Telephone Redemption Dividends ~S~ystematic Automatic Automatic Telephone Exchange Capital Gains Withdrawal Investments Exchange AIM High Yield Fund - Class B Yes Reinvest Yes Reinvest No No No Take a look at our award-winning Web site, www.aimfunds.com, to check your account balance, order ayear-to-date account statement, or find the current prices of AIM Funds. There's a wealth of information about mutual fund investing, including literature you can order online.......... You can use the enclosed postage-paid envelope to add to your investment. Make your check payable to the fund in which you wish to invest, and write your account number on the Memo line, or enclose the investment siip from your last transaction confirmation. I~~~~NeN01 L4 B 1 0 283 gg8 85,117 5012655584 003415 WY WY05 Delaware Investments=M A ^~ember of Lincoln Financial Group CHARLES A PASS FIRST CLEARING CCIRPORATION C/0 FIRST UNION SECURITIES 3401 N FRONT STREET STE 110 HARRISBURG PA 17110-1462 ~tn~~~ut~tu~~ut~~~~nntt~~t~n~t~~nn~t~u~~n~t~t~t~n~ Investment Update Financial Advisor Copy January 1, 2002 -March 31, 2002 Page 1 of 5 Shareholder JOHN W DEITCH 258 STONER RD MECHANICSBURG PA 17055-9603 Branch Office Code 0000617 WY WY05 SSNlfax ID 188-12-4217 Account SerWiees ToprotectthesecurityafourclTents'information,DelawarewiUnotacceptaccountre/ated inquiries or transactions by E-mail at this time. Pfease do not include any privileged information such as account or socia/securitynumbers. We will respond via E-mai! witlrin two business days. Account Service 800 362-7500 sa.m. -Bp.m. ET Mon. -Fri. Web site www.delawareinvestments.com Delaphonie 800362-FUND (3863) 2anours,7daysaweek Regular Mail Delawarelnvestments see Reverse for instructions. 1818 Market Street Second Flr E-mail service®delinvest.com Philadelphia PA 19103-3638 Portfolio Summary Year to Date Regular Accouni~ Activity Summary Fond Name ImresOnants/ Fuad Coda/Account No. Beginning Vslua ~' Additions Withdrawals/ IMduetions Reinwsbd Earnin s Change in _ M k V l - g ar et a ue Ending Value Delaware Delchester Funcl B Class 056/5560084056 5114,743.38 0.00 0.00 0.00 (1,918.78) 5112 824 60 - RagnlarTotal 5114,743.38 0.00 0.00 0.00 , . (1,918.78) 5112,824.60 Retirement Account Activity Summary Fond Nems Imesanatre/ Withdrawals/ Reimsstsd Changs in Fund Code/Account No. Beginning Value "F Additions IMductions Earnings Market Value = Ending Value Traditional IRA Accounts Delaware Delchester Fund B Class ~~ 511,320.99 0.00 0.00 0.00 (189.32) S11,131.67 Subtotal 'S11,320.99 0.00 D.00 0.00 (189.321 511,131.67 - RatiretnentTotal 511,320.99 0.00 0.00 0.00 (189.32) 511,131.67 Year to date Total S126,064.37 + SO.OD 50.00 50.00 (52,108.1D) = 2123 956 27 Quarter to Date Total 5126,064.37 + SO 00 SO 00 SO 00 (52 108 101 - 5123 956 27 __.__ . _::::,..:: 4 _w...avoo..o mowzo.o ~w.onn.aao~woviMwocoaoos n Delaware Ir~vestments~~ A member of Lincoln Financial Group^~ JOHN W DEITCH Investment Update Financial Advisor Copy January 1, 2002 -March 31, 2002 Page 2 of 5 Account Service 800 362-7500 s a.m. - s p.m. Fr Mon. -Fri. DelaphOne 800362-FUND (3863) zahours,7daysaweek See reverse for insbucfions. Your Personal Portfolio Rate of Return is v.erto o.t. 0.59 % 1nc.ptiuo • 5R9/199s (2, 0Y ~% Your personal rate of return represents the performance of all the investmentls) you have selected for your portfolio, including both your Regular Investment accountls) and Retirement accountlsl. The calculation includes any front-end sales charges and all activity in your portfolio (such as contributions, exchanges among investment options, etc.) using daily share price in effect when the activity occurred. Due to applicable sales charges and the timing of your investments and withdrawals your personal investment results will generally not 6e the same as the investment returns quoted for the individual funds you have chosen. If you have questions, please call our shareholder service center at 800 523-1918 ore-mail service~delinvest.com. •For accounts established prior to 1995, a January 3,1995 inception date will be used to calculate individual performance. Performance since inception is annualized Delaware Investments News In today's market, do you find yourself wondering if you're properly diversified? After all, spreading your assets across different types of investments may offer some protection during market swings. Your financial advisor can help you determine whether your portfolio is properly balanced given your financial goals, timelines and tolerance for risk. Delaware Investments' Centers of Expertise can also help. We've revised Your Investment Update statement to reflect our four distinct investment disciplines: Growth-Equity, Value-Equity, International, and Fixed Income. At Delaware Investments, each Center of Expertise conducts its own independent research. We believe our decentralized ap~aroach and the bottom-up fundamental research within each investment discipline are essential to providing our shareholders the most effective investment solutions. For more information about our Centers of Expertise and our commitmentto fundamental research, see the cover story in this issue of Delaware Digest enclosed with your statement. - -- - stsa2a ,i w .n~oo. o i rt3mm~o o i,+o ~n„9o crJmi wn i iNworooooc i~ - - - Delaware InvestmentsW A ^~ember of Lincoln Financial GroupA JOHN W DEITCH Asset Allocation & Portfolio Summary Investment Update Financial Advisor Copy January 1,2002 -March 31, 2002 Page 3 of 5 Account Service 800 362-7500 8 a.m. - 8 p.m. fT Mon. - Fn: Delaphone 800362-FUND (3863) 24hours,7deysaweek See reverse f0llnStr(1Cr10ns. Regular Accounts Allocation of Market Value Curont Assets D3/d1/2002 ® Fixed Income 100.00% 5112,824.60 Delaware Delchester Fund B Class Regular Accounts Subtotal 10D.00% $112,824.60 100• S71Z,824.60 Retirement Accounts Albcetionof Market Value Currant Assets 03fd1R002 ® Fixed Income 100.00% 511,131.67 Delaware Delchester Fund BClass/Traditional IRA 100.00% 511,131.67 Re6retnantAccounts Subtotal 10.00% S11,131.67 - Total Portfolio S123,956.27 Investment Earnings Summary as of 3/31/2002 Long-Torre Fund Name/type Fand/Accornt Member Ordinary Income" Capital Gains Delaware Delchester Fund B Class 056/5560084056 52,590.37 50.00 Delaware Delchester Fund BClass/Individual Retirement Account 056/6000043309 5255.57 50.00 - Totals ~~~.~ ~_~ "'Includes Dividends and Sha~rt-Term Capital Gains (taken in cash or reinvestedl. 518424 -^~oo. oroamw.o,»i.oini.ceso~woi.iwwocaooosn Delaware Investments- A member of Lincoln Financial Group' JOHN W DEITCH Transactions Investment Update Financial Advisor Copy January 1, 2002 -March 31, 2002 Page 4 of 5 Account Service 800 362-7500 8 a.m. - 8 p.m. ET Mon. - Fn: Delaphone 800362-FUND (3863) 14 hours,7daysaweek See reverse forinsvucnons. Delaware Delchester Fund B Class REGULAR INVESTMENT ACCOUNT Inception' Yserto Date 5Q9l1996 Symbol DHYBX Your Personal Rate of Return for This fund is 0.59 % (1.56-% Fund Code/Account Number 056/5560084056 'For accounts established priorto 1995, a January 3,1995 inception date will be used to calculate performance. Performance since inception is annualized. JOHN W DEITCH Unsure about which way the economy is heading? Understanding the leading economic indicators and how they can predict economic trends can help. Check out the article,'Bettar Investing through Economic Understanding," on page 3 of the enclosed issue of Delaware Digest Shares This Price Date Transaction Descri ption Do1larAmouM T Share Price = Trensaction Totaf Shares 01/01/2002 Opening Balance $114,743.38 $2.99 38,375.714 01/22/2002 Cash Dividend .0231 5886.48 $0.00 0.000 38,375.714 02/22/2002 Cash Dividend .0232 $890.32 $0.00 0.000 38,375.714 03/22/2002 Cash Dividend .0212 $813.57 $0.00 0.000 38,375.714 03/31/2002 Ending Balance S112,ffi4.60 52.94 38,375.714 Delaware Delchester Fund B Class Inception' INDNIDUAL RETIREMENT ACCOUNT Yesrto Dste 11/10/1997 symbol DHYBX Your Pe-svnal Rate of Return for This Fund is 0.59 % (7.70-% Fund Coda/Accourrt Numbsr 056/6000043309 `For accounts established priorto 1995, a January 3,1995 inception date will be used to calculate performance. Performance since inception is annualized. DMTC C/F THE ROLLOVER IRA OF Unsure about which way the economy is heading? Understanding the leading economic indicators and JOHN W DEITCH how they can predict economic trends can help. Check out the article,'Betterlnvesting through Economic Understanding; on page 3 of the enclosed issue of Delawam Digest Shares This Price Date Trensactoon Description DollarArnount T Share Price = Trensaction Total Shares 01/01/2002 OpenincJ Balance $11,320.99 $2.99 3,786.284 01/22!2002 Cash Dividend .0231 $87.46 $0.00 0.000 3,786.284 02/22/2002 Cash Dividend .0232 $87.84 $0.00 0.000 3,786.284 03/22/2002 Cash Dividend .0212 580.27 50.00 0.000 3,786.284 03/31/2002 Endingl3alance 511,131.67 52.94 3,786.284 stanza ~=,=_ ..w .ovm. o~e~ouomo,m~oi~zcesoiwo,.ievoocoooocn Delaware InvestmerltsSM P ^~ember of Lincoln Financial Group• JOHN W DEITCH Historical Fund Performance Investment Update Financial Advisor Copy January 1, 2002 -March 31,2002 Page 5 of 5 Account Service 800 362-7500 8 a.m. - B p.m. fT Mon. -Fri. Delaphone 800 362-FUND (3863) 24hours, I days a week See reverse forinsfiucCons. Total Return Monthly Since Inception Fund Nsms Dist Rate SEC Ywld' 1 Year 5 Year 10 Yoar Inception Dsb Delaware Delchester Fund B Class (11.3301% (5.790-% (0.9301% 05/02/1994 All performance shown is at full offer, which includes the effect of sales charges and assumes reinvestment of dividends and capital gains. Past performance is not a guarantee of future results. Investment return and principal value Huctuate so that shares, when redeemed, may be worth more or less than the original cost. Performance for other classes will vary due to different charges and expenses. Expenses have been subsidized for some funds. Without the subsidy, performance would be lotinrer. Please refer to the Fund prospectus for more detailed information regardng charges and expenses. 'A I-day Yield is calculatr~d for money market funds. A 30-day SEC Yield is calculated for all daily dividend funds _ 513424 ~~:~.~ aw.. nosoo-o iuw~wzo.oron.onfa.cesotwo,.mvooeoooosn REV-1507 Ex ~ (1-971 • COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE _ ESTATE OF FILE NUMBER ~~~TC~; ~~a~lv w. ~ i - o ~ - 3 v~ All property jointlyowned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. A-L ixNC~" 17 u E />LS off' Dg i F o ~' D E.¢ T~f on! .¢ /:3oN1~ /fND !'/1d~E'TG~G~" D~T~D FEB, / 9, / 9 ?~ Fi2orrr L /~ !2r', y E; CAL/,oP/n/G~ ff/U~ sf/E~R y ff. 2/D~' ~iUow /N'TE~~~I,~2i2/~~ i9rY.d ,~/-/v<dN ffS .Sh'~/~~ .~, eL/!'/~ir~ Ta v'D~S/N GU. I>E/TG's/ /~/v E-57~i/~ !/. LSE/ TG'h; i5//.S TOTAL (Also enter on line 4, Recapitulation) I $ 1 ~1 / 6 ~{. 3 8 Lv/~E~- ~EC~f~lNG f~ Lori/(/ !~/ 7NE ~/19ol~.tiT o~ .g~34, oc~0. oo T.c/~ S.~/D Es'T,y~ ~i, l~~/TCH AEP~ Tiy/S E=~-2T/~/L y L/FE fyJ,4~' /(P, / pr1ly Lf/r~i'E7~E u /~a ^/ ~.g SL'~LU TF" ~t/,d ,C/lLL D.~ Ll6R 770i(/ ,QLcC~/l1F s'oLEZY SEE L'o/?Y OF /D/!iY ~aCu/ylE`N Ts ,~ TTi~CiS'~~ . P~,~Tl~s t3Y ~G2~~tE/1/T CfiT~~Z EX-T~v~~ Lo.~N /,LiYU C'.~.~NG~'Z~ TEIZ/j?S ~~- rrl'T~l2~s 7 r°~Y/~1~n17_ ~s~ L~T~sT S~v~v~ ~~s .d~y~~v ~ ~e~i~ Ts f~ TTifC,y~~>- (If more space is needed, insert additional sheets of the same size) Cash Check Money Order EXECUTIVE' no. 7587 Cash Check Money Order EXECUTIVE' no. 7587 Cash Check Money Order a EXECUTIVE" no. 7587 Due ~'Jitti,'I ~ $ ~D,3• Jf / Paid 1;~~1~ . $ ~/P(• ~~ Balance ' 1,~A;, l $ ~ 71 ~~~ , ~ n By a~ e4~1~~ ~, Due ~~v:.~ . $ • f j),~~ Paid r~`!'~n~1_• $ a `f~ Balance /' l~{,~~} $ / 7~ I ~j ~ 3~ i~ / B n ~ $ a99 ~~ Balance ~,f~ ~ $ ~~, ft~L~[ ~j~ t ~ooa- ~~ I ,I ~ ~ ~s,,~-~1,~ _ PQ~ ~~ _ ~~ i~~ I I No. Date I`f' ~~ l^: ~ ~~ ~a.~r I~u.-~.rl ~~ ~l~-,~Q~• ct,Y~ ~, °^e;la,3 moo r ~~ ~ o F 3 p1 Cl (~ x p T p ~ m gyp' ~ n T i n ~ ~ No. _ Date ~ ~ V1, ~~ $tOU 1 ~ ^ -~ m o V V Cash che~ Money Order a EXECUTIVE' no. 7587 Cash Check Money O d r er EXEC UTIVE" no 7587 Due~,-~'~ $~~ ~~~ 7 Paid, r~ . $ ~ c1 7b T 3 Balance neJc~.~ $ ~v , X08.1 ~, Due ti~ ~ $ ~ y~•~y~ / iiO' Paid ~r ~Yy • $ oZ / O i d 7 Balance ~.i ~ $ ~1 l~ ~U, ~' ~-- _ Z O v v ~ ~~ , ~ , ~ ~ G , ~ W ~•. , d ff3 Vi (ft ~ ^ l ~ F ~ ( ~ ~ Y'' ~ G I°_ m 03 s o ~ x p m ~ ~ n ~' n ~ '~" I~ ~ m 0 V W V 1 ~ No. Date CV U~1 ~ ~~7 }I Cash Check Money Order E X E C U T I V E' no. 7587 Due~ 1/`~ ~ $ ~~ ~ ~ ~~ n Paid 1'' - ~ "~ / $ ~ ~Cf", Ga - ~ , ~ ~ Balance t ~~% $ ,~G t .5~ ~ (',b 0 l) ~ G ~ ~ ~ \ ~ ~ o n f P~ a ~ .~ Cash Chec/ Money Order E X E C U T[ V E" no. 7587 DueCJ~V~~' $ f J ~~ T / Paid ~~ ~~ . $ ~`~~ ~j// ~/ Balance C,1 , ~ $ ~7 i SU/ ~ 6 s - B / m n n m ~ ~ n s n ~ ~ xi ^~^ 0 V In OJ V I Cash Check Money Order E X E C U T[ V E" no. 7587 Cash a Chec/ Money Order EXECUTIVE' no. 7587 Due .4.i-.~ ~ $ ~~ ~J,~~~ Paid ~(`~'1, $ o~ (o,o~~ Balance ~ $ ~ 1 ~~ ~~~ ~Q -, Duey ~ yti~i , $ ~-~~ oC~ 1 C~~O Paid ~~'~~ $ ~C~ ~, ~7 ~-~' Balance ~ $ ~~ 1 ~~.~• ~~ B YY /) -~ J ~~ ~ e 1 No. Date ~ ~ ~" ~.-' +~,b0 ~ ~' o ~.lc l~ ~~-,d 2~ ~' I~tiLC «_ C~~y"~_` '' ~ ollars aoo . ~~ 3 of 3 Cash Check Money Order EXECUTIVE no. 7587 Paid ~(` 1 1') • $ ~~ ~ r ~ $ !~ ~3z~~.~1 Balance ~"Lo-mss ~ r ~ , 1 By . ~, Cash Check Money Order EXECUT[ V E' no. 7587 Cash Chec~ Money Order L- X E C U T I V E- no. 7.587 Dve~~ZJ,,.-1~ $ 10 ~7.- Ca ~--~ Paid 1`'^i` Yl ~ $ o~ CJ o~ • ~/,~ Balance ~ $ f $ ~S ~• o~-~~, rJ. Dve ~ ~ $ ~~GGs' 3 Paidl"I~c~~ $ al~.b~ Balance ~12.,{ ~) $ ~ ~ r ~ R a No. Date ~~~ ~~ ~~~ No. Date / 1~'(.' ~i~ `~L~`'D ~ ~ No. Date ~p ~ ~ (~ ~~ ao~ 6'~~~7 For Cash ^ Chec~ Money Order ^ EXECUTIVE' no. 7587 -~ cam,,,-l . $ ~'~~' . ~ ~ Pa;~ C~~,ti. , $ ~ 5 7.79' Balance (U~I.J $07~ ~ )~ ~ • Jr ~--- ,. r~~. =W No. __ Date ~ ~ „20 ~®OrJ ~~~. c~.~o ~ ~ o ~ ~ ~ ~ ~ Xy Dollars Cash ^ Check i Money Order ^ EXECUT[ V E' no. 7587 Pa;6L ~r~n, $ a2 c1,30 Balance ~ Zi.,J $ ~ 3 ~ ~ b ~„ . ~Z By ~ ~ No. Date CL%~-- ~~ t f .10do From S2( "1j ~.~,('~y ~~i ~~ .~ 7t}U.v~j ~.~ a s ~ t rs For Cash ^ Check Money Order ^ EXECUT (V E' no. 7587 ~~~, $ 139,19 Balancef VQA,~ ~GY $ oZ 3 ~ ~bi . 4 B r m x n c H m 0 v I mV O o ~ :a m ~ ~ T ^ ~ ^.. ~-' (u ~ w VJ ~ ~ W ~3 ~v ~. W W (an No. Date `I Q V1. ~ ) .~OCi aoov page ~ of ~ Cash ^ Check Money Order ^ EXECUTIVE" no. 7587 a~ ~.~. $ ~~3 b, i S ~ Paid ~r ~ ~' 1 . $ 0 1 + Q 0 3. CT b / ~ ~ Balance i ~ C.Lc~ 1 $ o~ J ! d~ ~ ~ Z B i I r ~{ / From G~C`t;1 rN -31' O h.~.(`rc.~ ~~~~I~ ~~RI~Q/l O~.OU Yt~t i ~ hkvvrtic~ r~ ~ S~~D ~ ~~ G•-,-~.~~ C'~ Llollars Cash a Check L.p„ Money d ^ er Or EXEC UTIVE- no. 7587 ~. ~. ~ . $ 13 ~l. ~a ~ P^.~r, $ ~ b S. y o Balance 1 V {.L ~ $ ~ ~ $~ ~ B ~1 m O~ S p m ip ~ n s n ~ 'r m 0 V U m V N " J a W C i i i No. ` Date ~~ ~ ~®~O From ~t; •-I '~ s~.eS ~U ~,~ ~0~~(1l~Q / , ~~•~~ ~`,~ ~ ~ f~t\A~/\ a, c P ~. (~[~y CSC' ')Dollars For Cash ^ Check~J- Money Order ^ ~- ~r,~r, $ ~ lib . g S` Balance ~~~ $ ~o~ ~ .5~~ E X E C U T i V E - no. ,'587 BY ~ ^ '` " '~ "' ~ F~.~ y'~"' r Iti 110 _r r No. Date ~r7~~~0 .~®00 I cc 11 ~^ No. Date ~IlJ~. ~ Q)C~G From Q '~- ~ l i ~~ i Y~GP ~ $ 4Q O. O O ~p lei )y L~yr~,ar?r1 y~.'CX~~ ~' , °a ^ollars Cash Check Money Order EXEC UTI V E' no. 7587 Balance ~}~',W $ ~~ , f`C~, B' ~l ,/' T I I No. Date r l _ ~ r ~I~ Z~~e From ~t~p~wt -,- L!'err;.r ~~?~~.~~.•.,, ~ ~ Zlnr, nT`, ` , / n 1 DLL„ ®ollars Cash Check Money ^ Order EXECUTI V E~ no. 7587 ~ec4~v.'i $ ) ~ fC Balance ni~.L.~; $ `~3Z • (~ S B ~ ~ ' I ~~55 I No. Date dV ~ , .-~' ~ bC From t'~ ~;~ L'r Li ~ f ~,?; ;"~C' '~ !'~'~I~,CL' ff `` r Y J ~L~ L< < ~ ~_%vi'~ tl ~ P i~ ~~ 1`v l ~Q ~- c> C.a~~ ~ -,___------'_-""~,~ Dollars Cash Check Money Order E X E C U T f V E' no. 7587 ~e :~-,-, '~ $ C ~ ~c ~ n $ a 13_- z-3 Balance ~ ~.-L'~ $ ~ ~ 1`t ~ ~ ' `~Z By - ~.,.~ !1 tl ~ ~~.~-t L-(C~t- - ~ a~~ ~~ 3 ~ 3 k n c H V V O 3 ~~ n a S a (p ~ ~(~1 S ~c ~ ^~^ Q i'~~.. o n ~ m ~ i r° i I .~ I ~ Cb`+ cs. XJ ~l QC ~} V' o ; I J` ~ ~\ ~C~~J~q V ~ lei'?~;~TDP'[,~~?IT TO MOR'.C'C?1GT A??L7 P'iOT:TGrIC~~' Pt`TID '~'ITIS AGRFF=;PiL1.dT, m.ac~e. i~he rla;r of Decen-.l:ier, 1~.. rl, J_~8~) r by and. l~~t~faeen L~RP.Y t:;. CLI?'PITGI~,R and SI?T~;T'F',Y ~f`flc-r~fc~ 7~. CLIr'PI?IG1,F', leis t~,~ife, of_ Tc~~,~nship, Cttmher- lance county, r'ennsvl.vania, hereinafter r.eferroc to as the °~TOrtaagors anc? OLliclors", T,ND JCTHi~,i !k . DF~:,ITCFi and ISTP.EF: V. DIE~l'C?i, his t~~ife, of Plonroe Townshit~, Cumberland County, I'onnsyl.vania, herEinafter refFr.recl to as tlla "'T~~ortcTaaees and ~3'~licTees" . tai{rR?;l,S, the parties hereto ar= l~ar.ti~.s to a. i tc~r_ tctacr~ and Fond. dated. £~arruar_y 1~ , 19 76 , tall.i.ch provide=s T: ISO, after tl:l~ flZT~- year p~rzod. aS ~`~):L]."~-~=r1 ~ t};°_ (11; 11 aP'_-" S must notify r}~ligoz:s in t~Tr.ii.irlq of any c~e.manc'i for. payment: of the principal, and the O}.~l.ic~ors shall have onF (l)yFar tT.i.tl~in ~lliclr to pa.y the. satlle.'; it)'~1 TFTTI:F,FrJF~ in consiclera.tion of the Ol-,licF~s' not ~:ak:ira a d~saand for T~aymnr.t of tllr~ princi.l~~a1, t:he clls- licYors arFree as fol-lours 1. C~urinr, tlla year l9 ?, th=_ a.ntArest rnte to tl~e '~1.ortc:TacrG and. Frond shall. 1:)F ttaelve (1?.°) percent, anc). ~~i1.1 cor~.mr:nc~: ~vitl~l rho Eir_st pavm=nt title in the y~ar_ 1982. 2. ~r'l~~r~after, in the r?iontll of_ riecember of ~acl1 year, conir,~encincf in rTeceml•~er of 1982, the r~arti~=s hereto ti~ill discu~;s and att2rtpt to acfree on an interest rate for the stzhsegt_zent year. If the F~arties fail. to aGree, the interest .rate for tl1e su~.~sequgnt yFar twill ramain til@ sam^~ as the eurr.Ent year, and the lortcxa.-- gors and Obligors a.grea that they ,Jill pay the t~.r. inci- pal or ba1~-lncF thereof in ful_1 k:y tide ~'nr~ cf said subsequent year. The parties hereto intent' to be legally bound. }~y this P.greement to amend the ARortgacle and Bond mentioned ar;ove . I.4 VTITTdESS V;~III'P.FOF, the said parties hereto have herEUnto set their hands and. seals the day a.nd year first a}~ove mentioned. ~~~Iitnessed. hy: .. ~,e~„(,~F,~IL) marry C lip _ ' _. c~ r . ,.~~11"~~.~_ (sr~z,) __~__~.__._.._,._.~._____.___._.__._..__ ___ ~W ..~_ _.~___.__ Sher _ P.. C.liZ~, ' ngF ~~ }gin G~?. y~neitcr - ! r' ~FstJzer V. Ditch 16-CT-Mortgage Bond-~Indivldual to Individual Henry Hall, Inc., Indiana, Pa. - R61 ~nobn aQ ,glen by tFje~e ~re~ent~, THAT LARRY E. CLIPPINGER and SHERRY A. RIDER, of the Township of Silver Spring, County of Cumberland and State of Pennsylvania, Ob- ligors, held and firmly bound unto JOIiTd Gil. DEITCII and ESTHER V. DEITCIi, his wife, of the Township of. Monroe, County of Cumberland and State of Penn- sylvania, Obligees, in the szcm of SIXTY THOUSAI~ID ArID rI0/100 ($60,000.00) DOLLARS, lawful money of the United States of A~nez•iea, to be paid to the said obligee s, theirexeczetors, administrators or assigns, to which payme~zt well and truly to be yn.ade, they do bind their heirs, executors and administrators, and every of them, firmly by these presents. Sealed with their seal. Dated the 19th day of February, in the year of our Lord one thousand ~zine hundred seventy-six (19 76) . THE COND.lT10N OF THIS O,I3LIGATION IS SUCH, that if the said obligozs, their heirs, executors or administrators, or any of them, shall and do well a~zd truly pay, or cause to be paid unto the said obligees , theirexeeutors,administrators or assigns the sum of THIRTY THOtSAND ($30,000.00) DOLLARS in FIVE (5) YEARS from the date hereof, together with interest thereon at the rate of EIGHT (8~) PER CENT. per annum, payable in EIGHT (8) payments in each twelve month period. The first payment of interest shall he made within six (6) weeks after the completion of the dwelling house which the Obligors are about to construct on the real estate described in the accompanying P~ortgage, and thereafter interest shall be payable approximately every six (6) weeks, so that there caill be eight (8) payments made periodically during each twelve-month period. If the Obligees desire to change the interest rate, they shall notify the Obligors, in writing, at least one (1) year prior to the date of change. Also, after the five (5) year period. has expired, the Obligees must notify the Obligors, in writing, of any demand for payment of the principal, and the Obligors shall have one (1) year within which to pay the same. However, the Obligors shall have the privilege of making payments on account of principal at any time any interest payments are made, witizozct any fraud or further delay; and also from time to time, and at all times until payment of the said principal sunz be made, as aforesaid, keep the building mentioned in the said Mortgage insured for the i5enefit of the mortgagees in some good and reliable fire insurance company or companies licensed to transact business in the Commonwealth, of Pennsylvania, in the amou~zt of at least THIRTY THOUSAND AND NO/100 ($30,000.00) DOLLARS, and take out no insurance on said building without mortgagee or loss payable clause for benefit of obligees ,and; if the obligo7s neglect to procure such fire insurance, or permit the policy or policies evidencing the same to lapse because of non-payment of premiums or otherwise, obligee may seezere and take oid such fire insurance in theirown name s, and the premium or premiums paid therefore b;y obligee s shall be added to and be collected as a part of the principal sun due and in the same manner, together 2vith interest thereon at the same rate as is payable on the said principal szcm; and obligors fzerther covenant to pay all taxes lawfully assessed and levied by any proper tax authority against the premises described in the said Mortgage as well as all lawful municipal claims i7zclzeding eF~arges, whether or not redzceed to liens, for paving, sidewalks and repairs thereto, sewers, and water rents charged by any municipality or any municipal authority; and upon demand therefore obligors shall exhibit to obligees proper receipts for such taxes and municipal ci!aims, and that if obligor s neglect to pay such taxes and municipal claims, obli- gee s znay pay the same or any part thereof and add the amozent or amounts so paid, or the aggre- gate thereof, to said principal szcm and collect the same with interest thereon in the manner pro- vided in this Bond; then the above obligation to be void, or else to be and remain izz full force and virtue. And the further condition of this obligation zs such, that if at any time default shall be made in the paymezzt of the principal debt or anyinstallnzent thereof or interest, or additions there- to as aforesaid, for the space of 30 days after any payment thereof shall fall dice, oz• if a breach of any other of the foregoing conditions be made by the said obligors , their heirs, ex- ecutors, administrators or assigns, then and in such case the said principal sum shall, at the option of the said obligee s, their executors, administrators or assigns, become due, and the payment of the same, with interest and costs of insurance due thereon, and additions as aforesaid, together with an attorney's commission of five per cent. ozz the said principal sum, besides costs of sccit, may be enforced and recovered at once, anything herein contained to the contrary thereof in anywise notwithstanding. ~lnd further, the obligors do Hereby empower any attorney of any court of record of the Commonwealth of Pennsylvazzia to appear for and with or without a declaration filed in their name s, to confess a judgnzezit or judgments in favor of the above-mentioned obligees , their executors, administrators, or assigns, and against Larry E. Clippinc3er and Sherry A. Rider for the penal sum of Sixty Thousand and T1o/100 ($60,000.00) Dollars, with costs o f suit, chaz•ges, and attorney's commission as f oresaid; on which judgment or judgments one or more executions mczy issue forthwith upon failure to comply with any of the terms and conditions of this bond or said mortgage. The undersigned hereby forever waives and releases all errors in said proceedings, waives stay of execution, the right of inquisition and extension of time of pay- ment, agrees to eondeznnation of any property levied upon by virtue of any such execution, a-nd waives all exemptions from levy and sale of any property that is or hereafter may be exempted by law. L;ignr~, £6sn~lra and ~rliurrrA in illr '~rrsrnrr of i .. ~.~y v ~+rie G`u Ek~~~- ~ O~v% Lti~ V ~~~ ~/~arry E . ~Yipprfiger ~~ --------------- Sherr A. ider (_a ~ ~ - j1 ~-~ r ,; -------•-------• --_'~~1~J,°l- J ----/- --i----~~L~t-.L -`~/y--°----------------------- SEdL i J ~~ ~ ~; ~ t[f 'zip F;' Ul; •r~~ Ol! r1 ~ lU~ 4 C~ HZ-i ~a~ Q; H. ~ v; H "' x! Cy ~ ~-i ~~ 0; Lrl; •.•~ j ''~ H, ~ q W of c~ l~ ~ w; ~~ ~ o. '~ ~ W! ~;! ~ G-t iro; Hi ~ cn~ h. ~ ' O ~ P'-c a, H; U1 w~ '~ ~ ti ~ ~ ~ q o ~ a 243-DT-:vSortguge-Individual Ro Individual-For use with Bond No. 16-CT Htniy Fall, Inc., Indiana, Pa. ~ , MADE THE 19th day of February, i.n the year of our Lord one thousand nine hundred seventy-six (1976) , BETWEEN LARRY E. CLIPPINGER and SHERRY A. RIDER, of the Town- ship of Silver Spring, County of Cumberland and State of Pennsyl- vania, Mortgagors and parties of the first part, AND JOHN ~^I. DEITCH and ESTHER V. DEITCH, his wife, of the Township ojE Monroe, County of Cumberland and State of Pennsylvania, Mortgagees and parties of the second part: YVHEREAS, the said Larry E. Clippinger and Sherry A. Rider, in and by their certain obligation, or 2uriting obligatory, under their hands and seal s, duly execaated and bearing even date herewith, stand bound ul=.tn the said part ies of the seeond part in the sum of SIXTY T~iOUSPSID Al`dD NO/100 ($60,000.00) Dollars, condi~ioned fo~° the payment of the .gust and full sum of THIRTY THOUSAND ($30,000.00) DOLLARS in FIVE (5) YEARS from the date hereof, together with in- terest thereon at the rate of EIGHT (8~) PER CENT. per annum, pay- able in EIGHT (8) payments in each twelve month period. The first payment of interest shall be made within six (6) weeks after the completion of the dwelling house which the Mortgagors are about to construct on the hereinafter described real estate, and there- after interest shall be payable approximately every six (6) weeks, so that th~are will be eight (8) payments made periodically during each twelve-month period. If the bortgagees desire to change the interest rate, they shall notify the Mortgagors, in writing, at least one (1) year prior to the date of change. Also, after the five (5) year period has expired, the Mortgagees must notify the Mortgagors, in writing, of any demand for payment of the princi- pal, and the Mortgagors shall have one (1) year within which to pay the same. However, the Mortgagors shall have the privilege of making payments on account of principal at any time any inter- est payments are made, _.,._. r~ ' x, -•..> Imo c''' r•'°n r' o v :2'~dC"J n O r ^ _ `*+ '~ ~~ •1 _ ,~,,.,~ :r c ~ c~ i•n I. C] f~~~,-~ -< V. ...~ "mil Z v'y m together with the premi•a~~ns of insurance, taxes, ground rents, water rents, mu~aicipal assessments u~ul charges from brie to tine assessed against or upon the hey~einafter desc~•ibed ,mortgaged prer2ises, 2vith:ozet any fraacd or fug°ther delay, as in and by the said recited obligation and the con- dition thereof relatio~i to the same being had, may more fully and at large appear, and i~I case of default i~a pay~ne~at, as aforesaid, shall also pay all costs, fees and ea;penses of collecting the same including un attorney's commission of five per celatum. NOW TI17S INDENTURE li'ITNESSETFI, that the said parties of the ,flrst part, as Zwell fo• and in co~~;sideration of the aforesaid debt or sum of THIRTY THOUSAND AI~I D NO/10 0 ($ 3 0 , 0 0 0.0 0) Dollars, a;acl for -the better seczcrilzg the pay,aaent thereof tclZto the said part ies of the second part, their executors, adaninist7•ators and eassg~as, in dischurye of the said obligation above recited, as for and in consideratio~a of the further P,OOK ~iC~U P;~,CF. :~c~=~ s~tina of one dollar i~a specie, well and truly paid to the said parties of the first part, by tlie said parties of the second part, at and before the ensealiazg and delivery hereof, the receipt of which one dollar is hereby acknowledged, have granted, bargained, sold, released and con- firmed, and by these presents do grant, bargain, sell, release and eonfcr~n unto t;ae said parties o.f the second part, their heirs and assig~as, ALL TTTAT CERTAIN tract of land and dwelling erected thereon, sit- uate in the Township of Monroe, County of Cumberland and State of Pennsylvania, bounded and described as follows, to wit: BEGIT•1NIr1G at a point in the center line of a public road leading from the Plilliams Grove Road to the Trindle 5p~ings Road, known as T-565, at the corner of other land of John ~-9. Deitch and Esther V. Deitch, his wife, said other land being Lot TJo. 1 in the Plan of Lots hereinafter mentioned; thence along said other land of John ~°7. Deitch and Esther V. Deitch, his wife, being Lots 11os. 1 and 4 in the: hereinafter mentioned Plan of Lots, South 42 degrees 30 minutes btlest, one hundred seventy-five (175) feet to a point; thence along land now or formerly of George R. Eppley and Drucilla M. Eppley, his wife, T•Torth 47 degrees 30 minutes [+7est, one hundred twenty-five (125) feet to a point; thence along the line of lots Pros. 6 and 3., as shown in the hereinafter mentioned Plan of Lots, ~dorth 42 degrees 30 minutes East, one hundred seventy-five (175) feet to a point in the center line of. the public road first men- tioned above:; thence along said center line, South 47 degrees 30 minutes East:, one hundred twenty-five (125) feet to a point, the place of BEGIPIPITPIG. BEING Lots Nos. 2 and 5 in the Plan of Lots of George R. Eppley and. John 4?. Deitch, as recorded in the Recorder's office in and for Cumberland County, Pennsylvania, in Plan Rook 20, Page 15. BEING the same premises which John G,T. Deitch and Esther V. Deitch, his wife, by their Deed dated Plovember 3, 1975, and recorded in the office of the P.ecorder of. Deeds aforesaid, in Deed Book "H", Volume 26, at Page 950,granted. and conveyed unto Larry E. Clip- ninger and Sherry A.. Rider, the PZortgagors herein. UTiDRR AT7D SUBJECT to the restrictions and conditions therein contained. CUGK ~;~(~~) P,;GE ~~35 TOGETHER with all and singular the buildings, inzproveanea2ts, Zvoods, 2vays, rights, Liberties, privileges, hereditanzents and appurtenances to the same beloazgiazg, ~or in anywise appertaining, aazrl the revea•sioaz and reversioazs, rearzainder:and remainders, rents, issues and profits thereof. To Have and to Hold the said hereditaments and premises above granted, o-r intended so to be, with tlae appurtenances, uazto the said parties of the second part, their heirs and assigns foa•ever. AND it is further understood and agreed, that the said part ies of the first part, their Izeil•s and ussigazs, will pay all taxes, municipal assessments and charges frown bane to time assessed ccgai,zst or 2epon. said mortgaged pa°emises fortlczvith when the same become due and payable, and will keep th.e buildings erecied upon the said premises insured in so~nce good and reliable. fire iaz- szcrauee coanpazcy or comparzies licensed to transact business in the Conzanonwealth of Penazsyl- vaaz~icc, in the amount o f at least THIRTY TITOUSATdD ATdD T1O/100 ($30,000.00) Dollars, arcd sh-all take na insurance upon said buildings not marked for the benefit of the Mortgagee, aazd the policy or policies, zvitlz a proper mortgagee or loss payable clause attached, shall be delivered to and held by t;he said parties of the second part, their executors, administrators or assigns, us collutercel seezcrity for the payanent of moneys seezcred hereby, and in case said parties of tlce first part, their heirs or assigns, shall azeglect to proczca°e such insurance, or shall neglect to pay said taxes, municipal assessments and charges forthwith when the same becoane dzce aazd payable, the said paa•t ies of the second part,theixxecutors, administrators or assigns, may take ozet such policy oa• policies iaz theimzvn nccm~ ,and may pag/ such taxes, mzazicipal ussessanents and charges, aazd the premium or prenzizcros paid therefor, and the sum or sums paid for sacclz taxes, aunicipal assessments ccnd charges as aforesaid, shall bear interest fa°om time of payment, and be added to caul collected as part of the said principal sum and in the same manner. And it is fur°tlzer agreed and understood, that in case default be made at any time iaa the paymeazt of the principal debt oa• any installment of principal debt or interest, or any part tleea•eof, or of u;ny taxes, municipal assessments, charges or premiums of insurance aforesaid, fva• thirty (30;Klays after the same falls dzce ccs aforesaid, the avhole of the said debt and interest and additions thereto as u f oa•esaid shall, at the option o f the said part ie s of the second partthe i r executors, udmi;nistrators or assigazs, become due and payable foa•thzzrith; and thereupon an action of mortgage foreclosure as nozv provided by Pennsylvania Procedural Rules 11.1 to Ir.~8, both inclusive, or other appropriate proceedings, nozv or hereafter prescribed by law, may forthwith be commeazced and ~roseeuted to judgment, execzatioat and sale, for the collection of the whole uaa2ount of the said debt and interest remaining unpaid, together with all premiums of insuraazee, and cell ta:ces, municipal assessments aazd charges, a.nd all fees, costs and expenses of such proceedings, in- cluding attorney's comanission of five per cent. of the principal sum. And all errors in said proceed- iazgs, together with all stay of or exemption frown execution, or extension of time of payment a.vlzirla m.ay be given by any Act or Acts of Asseanbly now in force, or which may be enacted hereafter, ure hereby forE;ver waived and released. PROVIDED ALWAYS, NEVERTHELESS, that if the said Larry E . Clippinger and Sherry A. Rider, their - heirs, executors, administrators or assigns, do and shall well and truly pay, or cause to be paid unto th.e said part ies of the second part, their executors, administrators or assigazs, the aforesaid debt oa• sum of Thirty Thousand and T1o/100 ($30,000.00) Dollars on the clays u~zd time s hereinbefore mentioned and appointed for the payment thew°eof, to- getTLer with lccu~fzcl interest for the same, and the premiums of insurance aforesaid, taxes, mzcazici- pal assessments and charges, in like money, in the way and manner hereinbefore specified t)zea•e- fore, without any fraud or fua°ther delay and without any deduction, defalcation or a~batem,ent to be made, for oar in respect of any taxes, charges or assessments zvha.tsoevea•, that then, and from thenceforth, as well this present Indenture, and the estate hereby granted, as the said obLigatinn above recited, shall cease, deteanrzizze and become absolutely null and void to all iazteazts and pur- poses, unz,thinsr hereinbefore contained to the contrary thereof in anywise notwithstanding. IN WITNi~SS WHEREOF, the said parties of the first part have hereunto set their hands and seal s, the day anal year first above written. n ~igneb, f~ieaCeb and ~e[ibereb ---~'!'~ k~ ----~-~-1~ - ----- ~~-'--~--= ~•/-------. S~L _i~t 1~~je ~regence of ~ ,r~~!~ ~ ~'~~ ~~ ----------- kll~rx~.T---I..i.a.---Y.~ZP~•'~^~~~x---------------------• SEAL ~ t ~ ~~ ~. - s~ tn.(/1~ ~----- - -'---~'~-i A.1.=C_~-------°---------------------- SEAL -------------- ~~ --------------~'~--~~-------:----- ~~=~4-~~-------------- -----------Sherri--A'---Rider ----. ss e~ I do hereby certify that the precise residence and eoanplete post offcce address of the within y!amed 1V7ortgagee is R. D. #2, Mechanirsburg, Pennsylvania, 17055. fY' -----==-~~------ ---- --------------'----/f"--- ---------------------- Attorney for ---~ortgagges-'---------------------------- COCK {it~~ Pr„E '~~~~ ~,~i;~~ ~~~~a CDD~~ ~QO~ ,~ '~ - - p H ' -- ~~~ ~~~ ~ ,~z_~,. f •.ca coca -------------- •ua z.cnc aaogro a>~~ az~az o ppros az(~ azl~ puro puro~l Roc .capon ua2?~ ~~. ,loo a6roG~.coy~ uz `R~uno,~ p?ros ~o aa~l'o s~.cap.coaad ails u? `_vT_j-6T 'Q 'i~ ------''-= ~-n y- -~z~i~~--- ~o Rrop -------- ---- ---~; ---"-- s22(~ uo: QQQ~1O0~2~ ~e .ss ~ ~ ~ ~, `T~IL~ib'A7dS1~lAIQd .~0 HS7T~~~14riOLt~I1I0,~ ~ r H ~ p" O ~x xK t~ cz ~~ • ~c ~ Mh ~ ~r ~ H H O b ~ H n ,;~ H 7' L=1 G] W a ~ ~~ m ~ ~ ~. a ~, •.caaa~O .~o a1~?.L ----- ------------------------ --------------------------------------------------------- .~SL~ ---------------- ------------------------------------------------ ~1 •1roas pma~'o puro puroz{ Ruc has o~una.caz~ I `~oa.cazlrn ssau~?na uj •pau?ro~uoo uaa.cail~ sasod.cnd a~~ .co,~ aucros pa~naaxa ~ro~l~ pa,6papn2ou~laro puro `~ua¢unc~su? u?zl~?rn azl~ o~ paq?.casgzas aucrou aso~rn uos.cad aye aq o? (ua2o.cd Ry?.cogaro~s?~ros .co) auc o~ unaou~l pa.croaddv RP7rouos.cad `.caa~a pau,6?s.capun az1~ ~azu a.co~aq 6I ~o Rrop a~~ `s?~l o ~ no ~ ~ O •ss ~o a~ro~S ". ~ ' . , r. '.Laa7~~ ~p~a~~?,L ~(auno~pue~ia;~wn~ 'e~'S~ngs~iuey~aW --_: ,--"-----------~Clui- ail-~snnn~_ saaidx1_u~issituwo~-66V :' ."zl t~.l~d A~9'Ji~Pd~ - `- •proas gma~'o puro purozf Roc has o~una.caz? 1 `~oa.ca~rn ssau~?rrc uI •pau?ro~uoo uaa.cazl~ sasod.cz'ed azl~ .co,~ aiuros pa?naaxa Iau~ ~roz1~ pa6pagrnoualaro puro `~uaucna~su? uzzl~zen azl? o~ paq?.casgzas a~~ saucmc aso~rn s uoscad az?? aq o? (ua2o.cd R1?•co~aro~s?~vs .co) auc o~ uniou~ 'iI~QI2i '1Z I,2i2I3HS pub 2iSJtdTddI`I~ '3 ~2i23`d'I pa•croaddro RZyrouos.cad `.cao~o pau6?scapun azf~ oTTgnd ~.z~~ots ~ `aztc a.co~aq 9 L gr ` ' ~z en.z qa3 ~o Rrop u~ 6 T azf~ `s?~~ uO pu~T.zaqutn~ ~o R~uno,0 •ss ~zuanT~suuad ~o a~ro~,q W P,EV-1508 EX ~ (197) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~Sb. INHRESIDENTDECEDENTFIN PERSONAL PROPERTY ESTATE OF ~,clTC~~ ~O(~N ~, FILE NUMBER a l - o~ - 3c~lo Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. ~ PNC ~8/~NK SA~viNG-S f~CCou~UT # SDOD 9~` Z SS q, 36 ~. 48 ~ . Z n! T. ~9~ CCR. '7"0 ~ • o. D, o/t/ /7`E)s/ -,>~ / / . 7S Sec /P/j'rC/' R'f~~ieq/) 3• ~Sa/P ®~ As.sor f'ac/ ~~fen~s v~ /~ersaa a /tf. d y f~aars ~Gt c~i os~ ~f D. //.s d~r~q, ~st~l4. See s~ieclS ~r tea cl~e~/) ~~ ~1/ y .sn TOTAL (Also enter on line 5, Recapitulation) I $ ~ ~ 7~y ~~ (If more space Is needed, Insert addltlonal sheets of the same size) JLif,-_;=~- t ~t=i~' 11 ; c-' F'ha~=bi~hdl C:IF DEF'HF'TP~IEPJT ,~~ , ,..-. 1Pl'~)C1BAl\K June 19.2002 Charles E. Shields, III 6 Clouser Road Mechanicsburg, PA 17055 RE: Estate of Jolm W. 1Jeitch, deceased SSN: 188-12-4217 DOD: 312J2002 Dear h2r. Shields: Ln response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Accounts Account # 5070479263 JOHN W DEITCH JUNE P DEITCH DOD balance: 517,370.35 + 53.09 accrued interest Accownt #5070 1 1 5033 JUNE >? DEITCH JOHN W DEITCH DOD balance: $12,936.46 + 51.60 accrued interest SavinR;s Account Accow~t #5000486255 JOHN W DEITCH DOD balance: $9,362.98 + $1..75 accrued interest Established 09/09/1998 Established 09/09!1998 Established 07/14/1997 rilease note that this office only provides date of death balances for deposit accounts {IRAs, CDs, Checking and Savings accounts). 'VVe do not process any financial transa~etions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-8$5-762-22fi5} or stop by your local PNC Bank branch office, Sincerely, Rachelle Wells 1-800-7b2-1775 P7-PFSC-04-F X00 first ,Ave. Pittsburgl`t PA 152 } 9 h9ember FD1C TCiTHL F'. i=i1 ' TAX '' ~' c,/ r= , ~~~ ~ -:, Name TAXABLE i ,i -,, r.= ! ~ . AU CTI C N ~ - - Str t R F D TOTAL SALE ~ ~ `'J' _ ; -'~ ee or . . . DILLSBURG, PEA '' 432-3815 432.3011 connM ~''_-f `~ ';~ clty AUCTION EVERY TUESDAY & ~' ~ ; "' µ,; r; # ~~y. NET , ; FRIDAY EVE. - 6:30 PM sheet ITEM DOLLARS CENTS TAX 'J : a t: y • i' ~: ` .~' ~ e:' d "~ ~ { ~ '~ ~ ~ .., `rte C ~~1 "'%.A State ZIP CHARGE ~ ~ TAX _ AU CT I a- N TAXABLE _ DILLSBURG, P,A TQTAL SALE 432-3815 432.3011 COMM _ AUCTION EVERY TUESDAY & FRIDAY EVE. - 6:30 PM NET ITEM ~. -- ~ :;:.. r.. . _ , .-:. ... _ ,: -- Name Street or R.F.D. City State ZIP # % sheet TAX CHARGE ~~~'Y TAX AU CTI a N TAXABLE _ DILLSBURG, PA TOTAL SALE 432-3815 432.3011 COMM _ AUCTION EVERY TUESDAY & N~ FRIDAY EVE. - 6:30 PM ITEM DOLLARS CENTS ;. Name Street or R.F.D. CrtY State ZIP # ,~..ya, sheet .4 ~- _ ° . .;; ~. ~ ., ~. '' may„ .•'~ / ~r ~ ,,: ~... °','i._`~,.~~'s:`S :ice '',, ~.. '/.~ . ` r . ~+~ ':~ fry' =.~ p f..7 G,~, r:-~e' ~~ I..- ~: ~,_ ~,.. er, ~~n>~"4.... ~~ i aj~ ~,: tea, :., e .e J,,.~~=,,. J `.., '~,,. ..f` +" ri ~~, Y ...--F ~'J ~.7 d y-S ~~. . ~ G ,. j~:~ y .~~,i ~i .yy:.. d~~ ~- ~ d ]' ~ .. ~ J•, ". r .Dl ! ry; 'i .s r .. ~~ r.. .i r t ~- r r~ i1 f %i _ _~J A '°"~ 'r ~, r TAX CHARGE • ~ ~~ ~ i~ TAX _ AU CTI ~ N TAXABLE _ DILLSBURG, P,A TOTAL SALE 432.3815 432.3011 COMM _ AUCTION EVERY TUESDAY & FRIDAY EVE. - 6:30 PM NEr ITEM r'/~~'z L- L~.- Name Street or R.F.D. Cfi' State sheet TAX CHARGE DOLLARS CENTS ! ~~ -! Pl~ily-' ,J~ ~ VLF ~ /7/1 ~~ ~, 1.+~ - i~ ~ ~f! ' __ ~'vL'~'ir..'" ~j 1' ~'L.r' ~ ~i ,..L+ ~~~j /~ ~~ ~y~ ~J-/'.-'G..L~. ..:/} "`~Y~i/~ '.'+"'coa'l / 4~i~ J ~;~~.c;r ~ I.J L~ ,~' `~ n L/F Vii' e /1~ ~ J ,~ rti ~' ~ ZIP ~, r ~~ ~~ w ~ [~/ ~~ ~..~. r~" // ~. / ~~ G ~ 41 L~ G~.~ `° P- r. _ ~' r' P' ~ ~ ~ ~ J. f ~; ~ --"' ` - i3 `~; ..,~ ~ , ',,r,.~ l/ ~, ~(~ -~ ~-°~ fl ~~.~~ TAX _ ~~ ~~~ ~ ~ TAXABLE . DILLSBURG, PA TOTAL SALE 432-3815 432~~011 COMM _ AUCTION EVERY TUESDAY & FRIDAY EVE. - 6:30 PM Nor ITEM T~ !; i^ Name Street or R.F.D. Lm' State # ,~^^". sheet DOLLARS CENTS TAX CHANGE ~ ~ . ~ ~ 1 r-'~ ' s ~~ / r ~~ ~ - / `~~ l ~~V {~~I~ ~L/ ~s~~~ ~~ / p` r~'G' ~ ~ ~! ,;4 G ,/ r ,-/ 7 ~ ~'' ra->~ ~ ..L-~.f ~ ~°l.~ ~. r, ~J ~ 4~'i/~9'Z~ I"r(~r' ,.: ~/ ~"~ L^ 1( ~. { ~ i ~ ~ -.r ~- j :~ ~~,,.._ 4'~y+ r ~ ~~ ~ J C® t..• J^' /~{f ~ L ./~ V '~ r d ~O'~~ ~. ~~ ~~ ,..- ~ c./ ~~ .--- .~~ rn( / ,,~.~' cl ~~ .r am„ ~-... Lc°.+ // d~% ~ .. ~_ y f~'.~ ` , ._.. a-~ g 4•^ ~,~ aa ~1 ~. '~' ...~.. y~~ j,,,, P',^ fia; tom. ~ ~' ZIP ~`~ ~~ TAX ~~ CTI ~~ TAXABLE . DILLSBURG, PA roTA~sA~E 432815 432-3011 COMM _ AUCTION EVERY TUESDAY & NEr FRIDAY EVE. - 6:30 PM fTEM Name Street or R.F.D. clty # ~~ sheet DOLLARS CENTS TAX !~ /~ -"~.~~AJ"~ ,r7 Ci G~ ~. ...1 Jay/~~~._. ~ t ~~ d~ ~~ va 1 ~' /! Q7J /r ~~ G'G 0 ~ ~ ~Z? / ~.~..7 a t/~ ..R,,,. r O ~~~/ .~ G l ~ `~ ~.,. r' I ..J ~D A/~ E~' ~. ~L~' ~ ~~p ~'~ ,~ ~l~j i../~ ~ w ` ~ ,~~ ,`~O~ ~ 0 State ZIP ' ~ CHARGE .~... ~J _._- F'~ ~ ""f /~ .._-. ~ 5--- / ._._ ~.~ / r '~ /~ 5 ~~ r e ~-. ..r- r~ r Jt ~~ /J'~~~A' j~ / ~ ~(J }~Jf ~ f. ~~_ !f ~~~~ 1~,~ r ,~ HA~AR "S AI~CTIC~i~I ' DILLSBURG, PA 432-3815 432-3011 AUCTION EVERY TUIESDAY & FRIDAY EVE. - 6:30 PM ITEM TAX _ TAXABLE . TOTAL SALE COMM _ NET DOLLARS f',FNTC Name i . ~~ ~ .~ Street or R.F.D. City State ~p # ~ % sheet TAX CHARGE '~ ~w7 rAx _ ~~ ~~' ~~ TAXABLE - DILLSBURG, PA TOTAL SALE 432-3815 4323011 COMM _ AUCTION EVERY TUESDAY & N~ FRIDAY EVE. - 6:30 PM ITEM DOLLARS CENTS Name Street or R.F.D. City # ~ sheet TAX State ZIP - % CHARGE ~ '" % % I? ~-- ._.- ~-y.~ , 1. ~ ! ;,1 f ~ ~ ~ ~.P / (,' ;+ _ ~ % s !' „L- f, _ __ .y~ F _ ,I ~~/./ J ~ / /Jy ~ 3 ~,~2'~~~r .r_ ~ U - r _ ~,' (.I a „iC,... '7~ t_-'ice ~" .J <~.. ' *~ v ~ . 1 ,. ,r .~--~~ '~~--/~ ~ 1.-J s. d .~! 7 -` v~ ~' `? ..~ .s' "" ~ ~ y ~'" _- ~ ~~ .,f ~' , ~ ~' V .~- ~,' ! s9" ~ l '~ ~ / s.-~-- ' f ~' ~ e, ~ ...--- L.~ f t ..+-~ s' r i // ~ // V ~ ~ ~.~.. O. C ,f~'/ c-, ~~ r~ -~-- v`.. ,J / i ~~~'~ TAX - AU ~~~ ~;~ TAXABLE _ DILLSBURG, PA roTA~ sA~E 432-3815 432~~3011 COMM _ AUCTION EVERY TUESDAY & FRIDAY EVE. - 6:30 PM NEr - ITEM DOLLARS CENTS ~JI f} e nr ~. ,~ `~ ~ ,~ Name Street or R,.aF.D. ~~ /; Cfi' State ~p # ~ ~ ~ qo ., i~ t ~~ j,~J-~G3 ® U v ~ ,~ / ~ ~ "-J 3 ~~...-, d G'd ~ ~ '~' ~ C"Jt~ y',7 ~ 'r~i ~ ----!' f-~ y!(r~~~ ~ ~ v p ~~~ . ,.~'~Gs~- s~ r -, . ~~ sheet -- TAX CHARGE REV-1510 EX • (1-97) ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY ESTATE OF ~ E/ / e ~/ 1~a/~//t/ ~. FILE NUMBER 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 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY ~NCLUDETHENAMEOFTHETRANSFEREE,7HEIRREUTIONSHIPTODECEDENTANDTHEWTEOFTRANSFER P,TTACH A COFN OF THE OEEO FOR REAL ESTATE . DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION iFAFa~cAeLE TAXABLE VALUE ~~ ~ ~/~ ,¢Ccount of ~ilQ~.l~ov/~a SeCu,r; ~'es (see ifems ~/~~elrea~ ~o Setieclu/e /.3 for c/~ De/aware l~e~:hesfer~ , G~/Qss 8 F/'/. ~~~,S~S /yl0/1. ~ SB .¢~e . ~~,SB x 3, 7~G. Z~y sh. = !9, 7GF. lc/ 9,768'.6/ I~~/b /YONF fig 7~~6/ ~~/e~i ~:aria s ar rs• Ta sew /jtye nt ~ ,TQ~e/% ~~ctie.6. %~Y o~ w~.~ ctrl /S~o raters, TOTAL (Also enter on line 7, Recapitulation) I E ~, 76 ~ 6I /If mnro ens ie noeiiarl incoA ~rlriifiMal ChoPtC (11' }H!O CARIA CI7P.~ REV-1511EX+~1-97j COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUFtN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ~E~-rcN, JOHN !~/ FILE NUMBER a/- o~-~3Y~ Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. l~/ZE'.~i~/~ B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Narne of Personal Representative (s) See Se~ICtra~C Seel 4 f} Qtl1e d Social Security Number(s) ! EIN Number of Personal Representative(s) SVe1et Address City State Zip Year(s) Commission Paid: 2, Attorney Fees C H Ft• R LI=S E'. SHIELDS J1 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant IVDNE - W/}S Ltlf~//E'D F~1E7? P~2ENKIOT//¢~ ~{REEIIfE~'1j7 Street Address C~' State Zip Relationship of Claimant to Decedent 4. Probate Fees G~nr~ ©r~ g r vial •rssue Lot S~orf CGCr/fi ~•Ga~e/S 5, Accountants Fees ~ AviUd Her n 4t y v ( BNor.Jn ~ ~tu.~ {'z (2s~'vM g. ~ Tax Return Preparer's Fees ~. /J .ldi•/i~~n a/ %afh cert. ~lafes ~~ Tdti., w. De.f~ /Jq~i/ihoaal dPul~ eerf':~iafrs {r •-fa~ue/ ~r~/ iY/urfha be~f~h y ~daerhs•iny i~r ate f~Qtrof_/{'e,ws /ylcfro-LfJest /~' /¢R'l/N/'fi s iA9 ire f~ii Cc~n~ ber/aaorrr~/ L.ecr/ .~oy~na/ // .~/~Pra~:sa / of /Qea/ Estate d y ,grew ~ecl~~a/er /'Z- /ri-' C.~,un~ il6S/~IrGT ybi^ /~~/C SeQ'res/ D/! ~/•d~JC/'~t1 13. !r-i - ~~uny f~6,Sfi^acf {ter ~/3^iCVa/ 01~ adds; c~oeu!/rjse~ar ~/, 9yS,oo w~/v~D ~'~5! 00 t3 ~. Op ~/s. ac ~/~.oo ~io~. c~ ~'7S. DD ~ so,oo ~/ / /. ,mod ~ 7. SD TOTAL (Also enter on line 9, Recapitulation) I $ a ~/ 01 / ~• 07 (If more space is needed, inseR additional sheets of the same size) /f /S, //o. /7 ~ ~. Q. 20 z~-~~ - 3~ S c NE,Ul.ICE f~/ , La~~ c~ lose of rC'eorc~:.?g c,/ctds f~ Correct` error i,7 7~7 fj~e ~yt~~/~,vious O ~ deems ~eseri,~h'os~ a G ~~ ..Sb -~ /~i~d; fivita/ ~r~6af ~e Fee ~ •,~l T leer % ~ burn ~" ~P~yiS~ r ~~ 6i~%/S .S4~eS CB/y1/jlisSior! ~ ~aarS 8~1 C'osf at ~~G'or~~ilq ~e~~om ,/~ ~~fP.~GG~/~ ~ ~o-/~us~e5 ,/~~7or~~~,es, ~C~erh~;~/Jlr~i`~ir~S, ~pvs~~f, ~ (es~ir~ O p 7'.~ 7.4-C J S"9. ~ /~,~, OG ~S.oa ¢i~S, a~ A~ 8 3.9a X38= ~ ~q7~ y/9, 07 ~NE~~ f/. Cmh ~'vtcc ah'oti S~Ice.~" ~ : ~X.ec.u.,'}~r /EkeGl~ ~"lX ~a~a ~'- ~Xe.Gu.~-o r5 corn a s 1~ ~~ o w s ~. '(3L~fNE my~Rs ssN a(I- 3~f- 8a~7 /~~LENE mYE7P.S s5N (~I- 3y- D98'~ ~~l t~" .' I "] 5 FA-12M V f~-LLEy ~2b~D I,c~ El.L.SV! LLE, ~A 17.~ (o S L~i2~E'` E.' CL/PP/,NGE~ ssiV 181- 38- ~•73G S~/~i P~' /¢. CMG/f~P/NGE~ 5SN /~~/- 38 -/989 ~vTN q~': oZS~ STNE7(' /20~1~ ~EG''y~/CS~U~G, ~i~i / 7o SS Sp7.?_.~o ~5, 972 so I nvo ~e Invoice Number: 02-1133 MAY 31, 2002 TO: CHARLES E. SHIELDS, III, ESQUIRE Order Number: Terms: net;30 days Tri-County Abstract Service 3414 Chestnut Street Camp Hill, PA 17011 717-761-8870 Fax: 717-761-3830 QTY. DESCRIPTION UNIT PRICE TOTAL 1 CUti1BERLAND COUNTY SEARCH, DEITCH, 258 STONER ROPED $110.00 110.00 3 COPIES 0.50 1.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL DUE 111.50 PLEASE INDICATE INVOICE NUMBER WITH PAYMENT. so-a2 ATTY. CHARLES E. SHIELDS III 313 414 4 6 7 ~ 6 CLOUSER ROAD 1421107754 MECHANICSBURG, P.A 17055 ~ , ~ , ~ Z Date THANK ~ /// 8 ~`~.,.' DOlla~s ~ a...a..- ©/ Mellon Mcllon Ban K. V.A. ~ ~~aiil"~5LLlL' "~ Memo / ~'~/. 02 -1.1-33 ---- ~ ---------~ Nr ~:0 3 L 3008 2 L~: ~>4 2"' i io.,~ 7 7 54u' 46 70 "°~ ~ Tri-County Abstract Service ! ' ~~O ~ ~~ 3414 Chestnut Street Camp Hill, PA 17011 717-761-8870 Invoice Number: 02-874 APRIL 29, 2002 Fax: 717-761-3830 TO: CHARLES E. SHIELDS, III, ESQ. Order Number: Terms: net;30 days QTY. DESCRIPTION UNIT PRICE TOTAL 1 CUMBERLAND COUNTY- CHARGE FOR OBTAINING DEED COPY FOR DEITCH $7.50 7.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL DUE 7.50 F'LtHJt IIVUII.HI t IIVVVII.C IVUIVItitK VVI I h F'HYIVItN I . ATTY. CHARLES E. SHIELDS III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 60=82414 4 5 9 5 1421107754 Date _=~D~ Pay to th ~ ,~ order ~ 7 i,~y 5~ l~ Sb.M...~... ©/ Mellon Mellon Bank, N.A. Harrisb~~rg2~PA~,~, /n_ ~:03~30082~~: L42t11LL0111 7 7 5 411' 4595 REV45R EX • (t-9Tj COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF -~E~TCf~/, olDy~(/ (~/, SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1' ,Penn aa+zi,~e, m;/{~h ~-le.rshay FMe~(;~a) Cam,+~,,r ~l-oa -356 AMOUNT ~ g 7, l9 TOTAL (Also enter on line 10, Recapitulation) I $ ~ 1 ~ (1f more space Is needed, Insert addltlonal sheets of the same size) REV-1513 Ek.i1-97; ~ • SCHEDULE J COMMONWEALTH OF PENNSYt.VANIA BENEFICIARIES INHERITANCE TAX RETUFtN RESIDENT DECEDENT ESTATE OF FILE NUMBER a / - o~Z - 34~ t7F,'-rc N, JoNN Gu . RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. 7 Lt N E ~. -D E'I T G ~{ W ~ c% cv ~/ 7 /G 5! 3~' a s8 ~}over ~d~ ~~ Sce S ch ~ c~. D ~'Ie~hun iC g~urq, ~i4 l7a s ~ o?. Talon n1 y~~ rs 5/~ /•}r/ent /llycrs ne~hc w ~y 8~y.3o l75 Fttrm YG1/Gy ~d• , 3. .1Anellc S~che~b e h ~ e c ~ 8 ~~/, .3/ ~f ~¢r/ant ~/YlyerS . , /7S{r.?rAj ~ //Gy ~~ ENTER DOLLAF2 AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIAT E, ON REV 1500 COVER SHEET 11. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 ~ %2[fST E S;T,9BLlSHEa Clif/~E~' /'~r~Q~~i,C~i~PiS/ Z o~ Lv~GG ~,$',~, 7/.s; S3 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ oT 5~, 7/,> .. ~ 3 (Ir more space Is needed, insert additional sheets of the same size) 21-2002-346 LAST WILL AND TESTAMENT OF iOHN W. DEITCH I, ,JOHN W. DEITCH, of Monroe Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. l a. My good friends, LARRY E. CLIPPINGER and SHERRY A. CLIPPINGER, his wife, are cu~renlly paying down a debt o~~ed to u1e ~~hich is secured by a note and mortgage which they executed in my and my late first wife's favor. In the event that my now wife survives me, the payments of principal and interest shall continue to be made to my now wife for and during the term of her natural life. I authorize and empower my executor to arrange for and to provide for the making of such payments as he deems best under the circumstances as they then exist, including an assignment of the debt upon condition or the like. In the event my said nocv wife has predeceased me or upon the end of her life, if she has sur\~ived me, then I bequeath any then remaining balance on said debt to the said CLIPPINGERS. Any inheritance or estate tax which might be assessed against the value of this debt shall be paid from the residue of my estate. I hereby nominate, constitute and appoint ARLENE MYERS and CAROL A. SMITH, Co-Trustees, in trust, for the following purposes, and to have the following duties, as is more fully set forth below: (A.) In the event that at the time of my death, my wife, JUNE P. DEITCH, is occupying my residential real estate situate at 258 Stoner Road, Monroe Township, Cumberland County, Pennsylvania, then I give, devise and bequeath the said parcel of real estate and the residence and other buildings and improvements thereon, and all the appurtenances thereto, and all the rents, issues and profits therefrom, as well as all the household contents thereof to my said Co-Trustees. 1.) My said Co-Trustees are to allow my said wife, for and during her natural life, the full use and occupation of, to, and in my right, title and interest in and to that certain real estate aforementioned as well as the free use of the household contents therein. /? / '7 ?.) So long as, in the good faith and reasonable opinion of my said Co- Trustees, my said ~~ife is financially capable of doing so, she shall pay for the maintenance, utilities, repairs, upkeep, property taxes and the like associated «~ith the said real estate. In the e~-ent that it is determined that my said «~ife is not financially capable of making such payments, my Co-Tnistees are to use the funds of this trust, as more full}~ set forth belo«, to assist her in part or in «~hole to make such payments. 'i-/S'-o~ 4~.'~~.~1 ~ ~'C~~ r') ~ 3.) In the event my said wife is institutionalized or is placed in some other long-term care facility or situation, upon certification by an attending physician that the likelihood of her being able to return to the premises is virtually nil, my said Co-Tnrstees shall consider her right of occupancy and use herein to be terminated and shall proceed to sell the said real estate and household furnishings which have not been other~~~ise specifically bequeathed at public or private sale or sales as they deem best, and shall take the net proceeds therefrom and place them Into tn~st as is more fully set forth hereinbeloty. B.) All the rest, residue and remainder of my estate, real, personal and mired, whatsoever and wheresoever situate, shall be placed in tnrst by my said Co-Tnrstees and administered and distributed as follows: 1.) M}~ said Co-Tnrstees are to invest the same in good and safe rm~estments such as Certificates of Deposit, U. S. Government Bonds and Treasury Bills, High-Rated Corporate or Municipal Bonds, Good Quality Corporate Stocks, Common or Preferred, or in Stock or Mutual Funds of a high quality and good min, as they deem best. The income generated by the same shall be paid over at reasonably timed intervals to my said wife for and during her natural life or until her remarriage. In the event of such an event, this trust shall be deemed to have fulfilled its purposes and shall be divided and distributed as provided for belo«~. 2.) In the event that during the term of this tnrsC, my said wife's own estate has been so depleted as to render her needful of assistance in addition to any that may be rendered to her in connection with the said real estate as provided for above, my said wife shall have the right to request in writing that the said Co- Trustees pay over to her an amount or amounts which may go as high as ten (10%) per cent of the previous year's balance in the tn~st's financial account or accounts as of December 3lst of said previous year. This right shall be exercised and attended to in all good faith but shall not be cumulative. 3.) Upon the death or remarriage of my said `wife, the tnrst estate, its corpus and any interest accumulated thereon, shall be divided and distributed as follows: a.) Two-thirds (?/3) thereof to ARLENE MYERS strr~es~; ; /~ /~ b.) One-third (1/3) thereof to CAROL A. SMITH, stir e.s. In the event that the said CAROL A. SMITH predeceases me or dies during the term of this trust and is not survived by issue, then her share shall lapse and shall go to the said ARLENE MI'ERS, ~stirpes.. 3. I nominate, constitute and appoint LARRY E. CLIPPINGER and SHERRY A. CLIPPINGER, his wife, and BLAINE NIYERS and ARLENE MYERS, his ~s~il~e, to be the Co- Executors of this, my Last Will and Testament. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. 4. I authorize and empower my Co-Tn~stees and/or personal representatives, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, morrtgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forniing a part of my Estate for such terms and such prices as they may deem advisable; to borro«~ money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real i~r personal propeny loaning a part of my Estate; or to join in or secure the pai-[ition of same; to compromise any claims or demands of my Estate against others or of others against my Estate; to mate distribution in hind and to cause any share to be composed of cash, property in undivided fractional shares in property different in hind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of /~~~i~~ , A.D. ?00~ (SEAL) J HN W. DEITCH Signed, sealed, published and declared by the above-named JOHN W. DEITCH, as and for his Last Will and Testament, in the presence of us, «~ho at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. L'( 4 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 CHARLES E SHIELDS 6 CLOUSER RD MECHANICSBURG JUN ,,30 III COHMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT[CE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX -: DATE ESTATE OF DATE OF DEATH FILE NUMBER .d~OUNTY ACN 06-25-2005 DEITCH 05-02-2002 21 02-0546 CUMBERLAND lO1 Amount Remitted JOHN N MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF NILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX RFP C01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DEITCH JOHN N FILE NO. 21 02-0:546 ACN 101 DATE 06-2:5-200:5 TAX RETURN NAS: C X) ACCEPTED AS FILED C ) 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) C2) $. Ciosely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/M/sc. Personal Property (Schedule E) &. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. 12. 15. 14. NOTE: If an assessment was issued previously, reflect flgures that lnclude the total ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibl/ng rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule Net Value of Estate Subject to Tax lines of ALL C15) C16) (17) C18) 129r000.00 .00 17r164.:58 11r784.2:5 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form w/th your tax payment. 9r768.61 c8) :504,655.18 24,919.07 c10> 87.19 cl[) ([2) 279,648.92 (la) 252,715.9:5 c~4) 26,9:52.99 14, 15 and/or 16, 17, 18 and 19 ~ill returns assessed to date. 17,1~.58 x O0 ~ .00 x 0~5 ~ .00 . O0 x 12 = . O0 9,7~8.~1 x 15 = 1,~5.29 c~9)= 1,465.29 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 04-24-200:5 CD00248:5 .00 732.65 04-24-2005 CD002484 .00 7:52.&4 BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-25-200:5 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1,465.29 .00 29.85 29.85 ( IF TOTAL DUE IS LESS THAN 41, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CA), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA auREau of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPARTMENT OF REVENUE ;, ~,' ~ ' ICE OF INHERITANCE TAX }~ `'' ~ DEPT. 280601 HARRISBURG, PA 17128-0601 NOT AppRAISEMENT, ALLOWANCE OR DISALLOWANCE '~ REV-1547 EK ~FP (01-03) !`~ OF TAX , ~ OF DEDUCTIONS AND ASSESSMENT DATE 06-23-2003 ESTATE OF DEITCH JOHN W DATE OF DEATH 03-02-2002 FILE NUMBER 21 02-0346 CUMBERLAND ~U3 JlJF'! 3~~ ~ T :~~ COUNTY CHARLES E SHIE 101 LDS III ACN Amount R d 6 CLOUSER RD MECHANICSBURG { ~ ~A 17055 a J, 8s MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 - RETAIN LOWER PORTION FOR YOUR RECORDS '~ CUT ALONG THIS LINE _ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002752 SHIELDS CHARLES E III ESQUIRE 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ ford ESTATE INFORMATION: SSN: 188-12-4217 FILE NUMBER: 21 02-0346 DECEDENT NAME: DEITCH JOHN W DATE OF PAYMENT: 06/30/2003 POSTMARK DATE: 06/27/2003 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 829.85 TOTAL AMOUNT PAID: $29.85 REMARKS: CHARLES E SHIELDS III ESQUIRE SEAL CHECK# 231 INITIALS: AC RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS Charles E. Shields III Attorney-At-Law 6 Clouser Road Mechanicsburg, PA 17055 Ann Capozzi '03 Register of Wills Cumberland County Court House ~ 1 Court Square ;.,-i Carlisle, PA 17013 h,,Nl,,,lll, ..... ll,,ll .... Ih,lhhh,h,,lll,, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DZV/SZON DEPT. 280601 HARRTSDURG,, PA 17128-060! CONNONNEALTH OF PENNSYLVAN'rA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT RE¥-1~07 EX &FP '03 JUL 21 CHARLES E SHTELDS ITT 6 CLOUSER RD HECHANICS~IURG PA 170~5~i; DATE 07-14-2005 ESTATE OF DEZTCH DATE OF DEATH 05-02-2002 FILE NUHBER 21 02-0546 COUNTY CUHBERLAND ACN 101 Amount Rem~.tted I JOHN HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGTSTER OF WILLS CUHIIERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. CUT ALONG TH'rS L'rNE ~ RETAIN LONER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ### 'rNHERZTANCE TAX STATENENT OF ACCOUNT xxx ESTATE OF DEITCH JOHN N FILE NO. 21 02-0546 ACN 101 DATE 07-14-2005 THTS STATENENT TS PROV/DED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHONN BELO# 1S A SUHHARY OF THE PRINCTpAL TAX DUE, APPL/CATTON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, 'rF APPL/CABLE, A PROJECTED 'rNTEREST F/GURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 06-25-2005 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 1,465.29 PAYNENT RECEIPT DISCOUNT (+) DATE NUNBER [NTEREST/PEN PAID (-) ANOUNT PAID 04-24-2005 04-24-2005 06-27-2005 CDOOZ485 CDOOZ484 CDOOZ75Z .00 .00 29.85- 752.65 752.64 Z9.85 ZF PAID AFTER TH/S DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADD/TZONAL /NTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS RE~UZRED. ZF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), TOTAL TAX CREDIT 1,465.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORH FOR TNSTRUCTTONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No. 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: Stat~hether administration of the estate is complete: Yes..~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did ~he personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: '7' ~-O_~ ~~ Signabure Charles E. Shields, III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 ..... ~] Address (MAH: rmf/AM3 ) (717) 766-0209 Tel. No. Capacity: Personal Representative Counsel for personal representative