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HomeMy WebLinkAbout02-0530Register of Wills of cumberlana County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Will also known as Will Petitioner(s), who is/are 18 years of age or (COMPLETE 'A' or'8' BELOW:) No. ~~~/f~ ~a7 ~0 Deceased SocialSecuriryNo. 160-16-8977 ror. A. Probate and Gran[ of Letters Testamentary and aver [hat Petitioner(s) is/are the execut or named in the last Will of [he Decedent, dated 5/17/1999 and codicil(s) dated None Parry E. Spahr Co-Executor renounces in favor of his brother, am r. Mate relevant circumstances, e. g., renunciation, death of executor, etc. Except as follows, Decedent did no[ marry, was no[ divorced.. and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent married in April 2001 (pre-nuptial agreement signed by parties) B. Grant of Letters of Administration d. b. n.a[.a; penden[e li[e: duran[e absentia; durance Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: or principal residence at 18 Hendel Loop, Cumberland Crossings South Middleton Township Carlisle P/7 (list street, number, and municipality) Decedent, then 84 years of age, died 05/27/2002 at Carlisle Hospital PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal pro er[ (If not domiciled in PA) (If no[ domiciled in PA) Value of real estate in Pennsylvania situated as follows: P Y Personal property in Pennsylvania Personal property in County S 175,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) oresenred with rni~ Perin,... ~.,a .~.. ..._... _r Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family P~ ared by the Pen~~ nia Bar Association Copyright (c) 1996 form software only CPSystems, I nc Form R W-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland 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 [he knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn [o or affirmed and subscribed before me this 3T'(Zday of ,Tune 2002 1Mar,• ol/ ~w1crFor the , Jr. No. 21-2002-530 I Estate of William T. Spahr Deceased Social Security No: 160-16-8977 Date of Death: 05/27/2002 AND NOW, JUne 3rd ?002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ^X Testamentary ~ Of Administration a.: d. b. n.c.[.a.; penden[e li[e; durante absentia; duran[e minori[ate) are hereby granted to William T. Spahr, Jr in the above estate and that the instrument(s) dated 5/17/1999 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. $ 235.00 Short Certificate(s). (.. . $ 16.00 Renunciation.. 1. .. . . $ 5.00 Affidavits ( ) _ $ Extra Pages ( 4 ) ~ $ 12.00 Codicil. $ JCP Fee . $ 5.00 Inventory. $ Other $ TOTAL......... $ 275.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. rla.cy i:. Lew Attorney: Geoffrey S. Shuff i~ ,' ~ LD. No: 24848 Saidis, Shuff, Flower & Lindsay Address: 2109 Market Street Camp Hill PA 17011 Telephone: 717/737 - 3405 MAILED LE'PPERS 'IC) ATTORNEY ON 6/3/02 Form A W-1 (1991) ` ` - ~ - ,: ~ . '..rm ' on ;sere given is correa'y copicU from an original certificate of deadl duly filed with me as I or l Rt-i~alal Tlle~ ori.ll +I cer.lfcare will be forwarder{ ro the Srcle Viral Records Office for permanent filing. N/AFiNING: It is illegal to duplicate this copy by photostat or photograph. Fet h>i [hip n'ni'ictte, w7..0U P__8~28 ~~. *..E,.RM nauwxr :,,«.. ~~ZH OF p" ~ ass _- /F / ~ ~~1~ Deal Re /~~ _~ ~ ',? 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SPAHR, of South Middleton Township, STONESIFER AND KELLEY A~~;a~a«aPom.o~ A I'I'O RNLYS A:P IAW 209 Broadway Hanover, Pennrylvenia V331 7VIr32-0163 Cumberland County, Pennsylvania, being of sound and disposing mind, do make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all wills by me at any time heretofore made. Article 1. Debts and Funeral Expenses. I direct my hereinafter-named Executors to pay in the due course of the administration of my estate all of my debts (except such of those, if any, as may be secured by mortgages on real estate), expenses of my last illness and funeral, the expenses of any ancillary proceedings that may be required in another state or country and the expenses of delivering any bequest under this Will. Article 2. Tax rrovision. All Pennsylvania InYieritance Tax, Federal Estate Tax, if any, or other such death taxes, together with interest and penalties payable with respect to property or interests subject to taxation by reason of my death and whether passing under my will or any codicil, or otherwise, including jointly-held and other non-testamentary property shall be paid out of the principal of my residuary estate without apportionment by - i - 1 C:\T\WTS\ESTATE\WTS.WIL ~~ my Executors as soon after my decease as may conveniently be done. Article 3. Residuary Estate. All the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever the same may be located (herein referred to as my Ilresiduary estatell), I do give, bequeath and devise as follows: (a) I give and bequeath my Dutch Cupboard unto my son, Parry E. Spahr, with the hope that it will one day pass to one of my grandchildren. (b) I give and bequeath the clock that he built unto my son, Parry E. Spahr. (c) I give, devise and bequeath twenty percent (20~) of the balance of my residuary estate, in equal shares, share and share alike, unto my surviving grandchildren. (d) I give, devise and bequeath the remainder of my residuary estate after the bequests set forth in the previous subparagraphs of this Article 3, in equal shares, share and share alike, unto my sons, William T. Spahr, Jr. and Parry E. Spahr; provided that if either of my said sons shall predecease me leaving issue who survive me, then 2 leave the share of the deceased son to his issue who survive me, per stirpes; and provided further that if either of my sons shall predecease me leaving no issue STONESIFER AND KELLEY surviving me, then I leave the share of the deceased son to AProfe:..onul Copo. ,an A 1'TORNOYS AT LAW 209 Broadway - 2 - Hanoveq Pemsylvania 17331 7 V-632-01G3 1 C:\T\WTS\ESTIITE\WTS.WIL ~• his brother, or if his brother shall also predecease me, to his brothers issue who survive me, per stirpes. Article 4. Appointment of Executrix. 2 hereby appoint my sons, William T. Spahr, Jr. and Parry E. Spahr, or the survivor, as my Co-Executors to administer my estate under this Will. 2 direct that no person serving as Executor shaii be required to post bond. IN WITNESS WHEREOF, I, WiLLiAM T. SPAHR, have to this, my Last will and Te/1stament, set my hand and seal this ~7~N day of 1 •~kl~ , 1999 . v" l'c-/~ ~ ~ ~°'V (SEAL) William T. Spahr Signed, sealed, published and declared by the foregoing Testator as and for his Last Will and Testament, in the presence of us who, at his request, in his presence and the presence of each other, have hereunto set our hands as witnesses hereto. STONESIFER AND KELLEY A IMfruiona[ Copoorian ATTORNEYS AT IAW 209 Broadway Hamveq Pen~rylva~ia 17331 7 V-632-0163 - 3 - r C:\T\W7S\ESTATE \WTS.WIL '• COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF YORK ) I, WILLIAM T. SPAHR, the testator, whose name is signed to the attached instrument consisting of three (3) typewritten pages, dated the /7~ day of ~~(~./' 1999, having been duly qualified according toy law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that 2 signed it willingly and that i signed it as my free and voluntary act for the purposes therein expressed. Affirmed to and acknowledged before me, by WILLIAM T. SPAHR, the testator, this ~ day of ~ 1999. t Notary Public Notarial Seal Stacie A. Coppersmith, Notary Pnb4c H<novor t;oro, York Counly aoy Cw•mission Expires Oct. 10, 2000 m6e*, Ponrsylva+Aa Assoclarion o! Flolarte5 STONESIFER AND KELLEY ,, ~r,,;oe«o.,amno~ ATTORNF,YS AT IAW 209 Broadway Hanover, Pennsylvania 17331 719632-0163 C:\T\NTS\ESTATE\W7S:WIL ~. COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF YORK ) We, Thomas M. Shultz, Esquire, and Nancy L. Zartman, the witnesses whose names are signed to the attached instrument, consisting of three (3) typewritten pages, and dated the (7~. day of ~~ 1999, being duly qualified according L-o law, do ~ pose and say that we were present and saw the testator, WILLIAM T. SPAHR, sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the Will as witnesses; and that to rha haat- of .,,, ,- 1l.,,...., ,.,a._.. the testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Affirmed and subscribed to before me by Thomas M. Shultz, Esquire, nd Nancy L. Zartman, witnesses, this day of J 1999. / r ~ ~ - / Thomas M. Shultz, E~quire STONESIFER AND KELLEY Al-iO RNEYS AT I AW zoe s.~,dw,~ Ha~wu, Pen~sylvxnia 19331 7 V-G32-0163 Nancy L. ZartgSan ," ~ ~ ' / ~~ n ' Notary Public Notaria{ Seal Staae A. Co!.~9ersmith, Notary PaD6c H.aover BOro, York County My Cunmissian E~ires Oct. 10, 2000 bar, Cf111SyIVallfd SSOCIB A PIOt3 S 7177373407 SRIDIS SHUFF MRSLRND Register of Wills of Cumberland RENUNCIATION 486 P02 MAY 30 '02 09=47 County, Pennsylvania Estate of William T. Spahr also known as Deoeasad No. 21-2002-530 The undersigned, sOn of (Relationship) (Capaeiry) the above Decedent, hereby renounce(s) the right to administer the estate and respectfuly request(s) that Leners be issued [o William T. Spahr Jr. WITNESS "%c; hand this ~,~ day of ~~/ , ~~~8' l (Sgnamre) Parry E.; pahr 43 Martfnka Drive Shelton, CT 06484 (Address) ~~ _, (Address) (Signature (Address) Sworn to or affirmed and subscribed before ma this_day 7~ Notarial Seal SftelW L Yuglirg. NdaN PuNic carry VI Soto Cwnb n M , e a Cody My C«mrisaion Expires npr. 26, ZgSq Notary Publi aAerrr[ter,PdNbta[IBS My Commission Exp (Signature and ecai of Notary or other anmtai quau4iea [o edmmletar oaths. show dare of NOTE' Renunciations executed outside the Ofllce o4 Register of Wills BzpbBtlOn or NO[ery'3 COmmisYlon.) in some counties are required to ba notarized. Prepuetl by [he Pennaylvanla Bar AesoelaNen Copynghi (c) 1996 form eanware only CPSystomz, InG. Form gRtAr-4 (1991) MRY 30 2002 10 52 7177373407 PRGE.02 REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: William T. Spahr Date of Death: May 27, 2002 Will No. 21-02-0530 Admin. No. To the Register: I certify that notice of Estate Administration 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 June 13 2002. Name Address William T. Spahr, Jr. 309 Cherokee Drive, Mechanicsburg, PA 17050 Parry E. Spahr 43 Martinka Drive, Shelton, CT 06484 Tracy A. Wingold 1518 Nottoway Ave., Richmond, VA 23226 Michelle Spahr 1520 Green Street, Apt. #2, Harrisburg, PA 17102 Thomas W. Spahr 1780 Periwinkle Way, Sierra Vista, AZ 85635 Christopher M. Spahr Xaverian Brothers Community, St. Joseph's Centre, P.O. Box 1546, Bungoma, Kenya Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none Date: / v Z Geoffr S. S ,Esquire 2109 et Street Camp Hill, PA 17011 (717)737-3405 Capacity: Personal Representative x Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 ]128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~71-961 N0. CD 001577 SPAHR WILLIAM T JR 309 CHEROKEE DRIVE MECHANICSBURG, PA 17050 sole ESTATE INFORMATION: ssrv: 1so-is-as» FILE NUMBER: 2102-0530 DECEDENT NAME: SPAHR WILLIAM T DATE OF PAYMENT: 08/29/2002 POSTMARK DATE: 08/27/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/27/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 519,000.00 TOTAL AMOUNT PAID: REMARKS: WILLIAM T SPHAR JR CHECK#107 SEAL INITIALS: AC RECEIVED BY MARY C. LEWI 519,000.00 REGISTER OF WILLS REGISTER OF WILLS ( ;~r;,. ~ ~.~ f l ~ ~ ~~ d ~~~1 ;~,~ ~...__ , N M ~~ s ~ ~ ~ ~ 3 h `= J 1 n ^, z ~ `~ 4 Q ~ 1 r C J ~ ~ ~ ~ J ~~ J J ,~ ~.:1 l5 ,;~ i} H-t CAPB HpRL EplO CRAC KoTK ES C P o 0 R N R D e E S N T ~rv-1500EX + (6.00) . REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ,/ OFfICIAL USE ONLY I"}- .6?- /~ FILE NUMBER 21-02-0530 COUNTY CODE YEAA SOCIAL SECURITY NUMBER 160-16-8977 THIS RETURN MUST BE FILED IN DUPUCATEWlTH THE NUMBER DATE OF BIRTH (MM-OO-YEAA) REGISTER OF WILLS SOCIAL SECU ITV NUMBER 2. Supplemental Return 4a. Future Interest CompromIse (date of death after 12-12-82) 7. Decedent Maintained a LJvlng Trust (Attach copy of Trust) D 10. SpousatPol/'erty Credit 0 11. Electron to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Seh O) .......:I!!i\l\it\lf~_.'::. ...~n/ll~NFl!lgg~1tm~~1'll1liji'HIIlI!!lil~... COMPLETE MAILING ADDRESS seE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 454,755.87 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. x X X X .0 0 .045 .12 .15 D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 DECEDENT'S NAME (LAST ,FIRST. AND MIDDLE INITIAL) S ahr William T. DATE OF DEATH (MM-OO.YEAR) o 3 ate of eath . Remainder Return prior to 1Z-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 05 27 2002 IF AP L CA LE SURVIVI G SP U Geoffre S. Shuff FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsa TELEPHONE NUMBER 2109 Market St. Camp Hill, PA 17011 Copyright (e) 2000 iorm software only The Lackner Group, Inc. X 1. OrigInal Return 4. Limited Estate X 6. Decedent Died Testate (Attach copy of Will) o 9. LitIgation Proceeds ReceIved - 4 1. Real Estate (Schedule A) (1) Nane OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 227,468.30 3. Closely Held Corporation. Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash, Bank Deposits & Miscellaneous Personal Property (S) 161,134.17 E (Schedule E) C A 6. Jointly Owned Property (Schedule F) (6) 1,292.59 P 0 I Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 101,568.66 U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 491,463.72 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 30,218.19 0 N 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule J) (10) - 6,489.66 11. Total Deductions (total Lines 9 & 10) (11) 36.707.85 12. Net Value of Estate (Line 8 minus Line 11) (12) 4.54,755.87 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an eJection to tax has not been (13) made (Schedule J) 14. Net Value Sub'eeI to Tax (Line 12 minus Line 13) (14) 454,755.87 (15) (16) (17) (18) (19) 0.00 20,464.01 0.00 0.00 20,464.01 C o M T P A U X I T I o N :':i':i;:Hfij:;f;:HmiHJt~eJHf;jY Form REV-1S00 EX (Rev. 6.00) Decedent's Complete Address: , ~ STREET ADDRESS '18 Hendel Loop Cumberland Crossings CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 20,464.01 0.00 19,000.00 1,000.00 Total Credits ( A + B + C) (2) 20,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This (s the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Une 5 + SA, This is the BALANCE DUE, (5B) Make Check Payable to: REGISTER OF WillS, AGENT 0.00 0.00 464.01 0.00 464.01 -'qn;i:Fi""'"'''' "';';"""];'[C::Hi,"jj" """i:::jHi\\hHl\ii!;'i;ii';""""'" '-'-";',"::i,i' "'jL:i!\\(i";;-'''''''' "FiqqUiHHniii'" '" o o []] []] o IT] Under penalties of perjury, J declare th<lt I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN Will iam T. Spahr, Jr. 309 Cherokee Drive - - - - ~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Mechanicsbur , PA 17050 Saidis, Shuff, Flower & Lindsay 2109 Market St. - - -C~- - -Hfi-i- - PA - - haif - - - - - - - - - - - - - - - - - - - - - - - -- DATE I ~/o"t{ . 1..- DATE For dates of dea 0 or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS 9116 (a) (1,1) (ill For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S, 9116 (a) (1,2)] The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 PS 9116(aXll] 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(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV .1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX Re::TURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER William T. Spahr SSII 160-16-8977 OS/27/2002 21-02-0530 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Dreyfus Disciplined Stock Fund, #728-3351819101 2384.830 units UNIT VALUE VALUE AT DATE OF DEATH 30.14 71,878.78 2 Liberty Strategic Income Fund A, #716-9160943361 343.313 units 5.60 1,922.55 6.80 10,115.00 22.65 7,320.62 19.43 22,412.29 8.34 12,895.00 Inc. Tr 16.32 13,056.00 93.251 5,595.06 97.7575 9,775.75 99.140 14,871.00 1. 00 33.00 5.63 13 , 612.82 32.89 9,155.37 12.74 1,987.44 8.04 402.00 44.14 11,476.40 35.38 20,959.22 3 Prudential Financial Account, #044-305399-68: 1487.540 Aliance Am. Gov. Inc. Tr.Fund ClA 323.206 Bear Stearns Funds S&P stars Port. ClA 1153.489 Eaton Vance Tax Man. Growth Fd. C1B 1546.162 Van Kampen Prime Rate Inc. Tr. C1B 800 Van Kampen Merritt Am. Cap Tr. Adv. PA Muni 6000 CMS Energy Corp. SerD Gen. Term note 10000 CMS Energy Corp SerD Gen. Term note 15000 CMS Energy Corp SerE Gen. Term note 33 Prudential money market 4 Prudential Financial Mutual Fund, #02807874362: 2,417.908 Prudential High Yield Fd. ClA 5 278.3633 sh. Bell South direct investment plan 6 156 sh. AT&T common stock 7 50 sh. AT&T Wireless 8 260 sh. Verizon 9 592.403 sh. SBC TOTAL (Also enter on line 2, Recapitulation) 227,468.30 (Jf more space is needed, insert additional sheets of the same size) Copyright (c) 1995 form software only CPSystems, Inc Form REV-1503 EX (Rev. 1-97) " P.EV-1508 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William T. Spahr SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSII 160-16-8977 FILE NUMBER 21-02-0530 OS/27/2002 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 9 10 DESCRIPTION Household furnishings (values based on sale prices) VALUE AT DATE OF DEATH 4,294.75 2 Cumberland Crossings, interest in resident agreement 144,409.25 3 4 5 6 7 Distribution from Morgan Stanley IRA acct. rec'd after death Capital Blue Cross, refund of premium Time, magazine subscription refund The Sentinel, newspaper subscription refund Reimbursement to estate for portion of maintenance fee for month of June by spouse Household furnishings and personal property distributed in-kind to grandchildren: bedroom suite $700, antique washstand $200 and chairs $100) Dutch cupboard handcrafted clock 4,948.47 334.10 57.12 68.48 8 522.00 1,000.00 5,000.00 500.00 TOTAL (Also enter on line 5, Recapitulation) $ 161,134.17 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1509 EX + (1-97) COM'MONWEALTH OF PENNSYlVANlA INHERITANCE fAX RETURN RESIDENT DECEDENT ESTATE OF William T. Spahr SCHEDULE F JOINTLY-OWNED PROPERTY SSfl 160-16-8977 OS/27/2002 FILE NUMBER 21-02-0530 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. A. SURVIVING JOINT TENANT(S) NAME William T. Spahr, Jr. ADDRESS RELATIONSHIP TO DECEDENT 309 Cherokee Drive Mechanicsburg, PA 17050 son B. c. JOINTLY -OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank DATE OF DEATH DECO'S VALUE OF account number or similar identifying number. NUMBER TENANT JOINT Attach deed for Jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 A 12/18/00 Waypoint Bank, chk. acct. 1,488.16 50.00% 744.08 100110444 2 A 12/18/00 Waypoint Bank, chk. acct. 1,097.02 50.00% 548.51 4100015776 TOTAL (Also enter on line 6, Recapitulation) $ 1,292.59 T (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc, Form REV-1509 EX (Rev. 1-97) ,REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYlVAN1A INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William T. Spahr OS/27/2002 This schedule must be completed and tiled jf the answer to any of questions 1 through 4 on page 2 is yes. 551/ 160-16-8977 ITEM NUMBER 1 DESCRIPTION OF PROPERTY INCI.UDETHE NAME OF THE TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH ACOPYOF THE DEED FOR REAL ESTATE. Waypoint Bank, CD 7100016157 joint with William Spahr, Jr. opened 12/20/2001 DATE OF DEATH VALUE OF ASSET 6,102.12 % OF DECO'S INTEREST 100.00% 2 Allfirst Bank, IRA acct. FB59730 2,675.62 100.00% 3 62,032.28 100.00% Morgan Stanley Retirmement Acct {/613-030062076: 320 sh. Traveler AET CAP @25.40 200 sh. MCI CAP @7.450 200 sh. Enterprise CAP @23.61 200 sh. ANZ Exchange PFD @25.30 5,532 sh. Unit GSIF Gov. @.0214 5,230 sh. Unit GSIF Gov. @.0353 6,000 sh. BT Capital trB @l02.6 5,000 sh. Countrywide CAP @102 10,000 sh. G&E @99.928 498.942 sh. Global Div. @11.68 98.323 sh. Value Added @31.870 1252.423 sh. Evergreen Bal.A @7.87 200.602 sh. Van Kampen Prime Tr @8.35 589.49 liquid asset fund (adjusted for withdrawal of min. dist. posted on 5/29/02) 4 Prudential Annuity {/E0202024 33758.64 sh. Prudential Dis. Select 33,758.64 100.00% TOTAL (Also enter on line 7, Recapitulation) $ (It more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. EXCLUSION (IF APPLICABLE) 3,000.00 FILE NUMBER 21-02-0530 TAXABLE VALUE 3,102.12 2,675.62 62,032.28 33,758.64 101,568.66 Form REV-1510 EX (Rev. 1-97) flEV-1511 EX +(1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS " COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William T. Spahr SSlf 160-16-8977 OS/27/2002 FILE NUMBER 21-02-0530 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES' Cochlin Funeral Home 7,473.08 Allenberry, funeral luncheon 905.50 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions 5,000.00 Name of Personal Representative(s) William T. Spahr, Jr. Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 309 Cherokee Drive City Mechanicsburg State PA Zip 17050 - Year(s) Commission Paid: 2. Attorney's Fees Saidis, Shuff, Flower & Lindsay 14,800.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claima.nt Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 275.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs Cumberland Law Journal, estate notice 75.00 The Sentinel, legal notice 119.75 Register of Wills, filing fee 15.00 costs involved in sale of household furnishings 1,284.75 Equiserve, cost of security bond 165.72 Sale cost for BellSouth stock 32.27 Misc. expenses (postage, phone calls, etc. ) 72 .12 TOTAL (Also enter on line 9, Recapitulation) $ 30,218.19 (If more space is needed, insert additional sheets of the same size) copyright (e) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF William T. Spahr FILE NUMBER 21-02-0530 SSI! 160-16-8977 OS/27/2002 Include unreimbursed medical expenses. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 DESCRIPTION Cumberland Crossings, monthly maintenance fee for May Verizon Wireless, phone bill Sprint, phone bill MetEd, electric bill UGI, gas bill Parry Spahr, reimbursement for payment of emergency transport from VA to PA AAA Financial Services, final bill Cumberland Crossings, June fee plus storage of hosp. bed MetEd, electric bill UGI, gas bill Sprint, phone bill Cumberland Crossings Ray tel Cardio. UGI, gas bill Yellow Breeches EMS Credit Card balance Medical transport Met Ed, electric bill Cumberland Crossings, April fee paid late because decedent was in the hospital - check cleared after date of death) AMOUNT 1,260.50 37.86 34.95 32.67 14.20 1,694.00 23.00 1,293.60 15.16 7.36 7.90 30.00 17.46 40.73 37.20 55.62 462.00 28.45 1,397.00 TOTAL (Also enter on line 10, Recapitulation) $ 6,489.66 (Jf more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc, Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES " COMMONWEALTH OF PENNSYLVANIA INHERITANCETIV< RETURN RESIDENT DECEDENT ESTATE OF William T SDahr SS# 160-16-8977 OS/27 /2002 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outrIght spousal distributions, and transfers under Sec. 9116(a)(1.2)] William T. Spahr, Jr. 309 Cherokee Dr. Mechanicsburg, PA 17050 Parry E. Spahr 43 Martinka Drive Shelton, CT 06484 1 2 3 Tracey A. Wingold 1518 Nottoway Ave. Richmond, VA 23226 4 Michelle Spahr 11 Vista Ave. Lynchburg, VA 24503 5 Thomas W. Spahr 1780 Periwinkle Way Sierra Vista, AZ 85635 REL~TIONSHIP TO DECEDENT Do Not List Trustee(s) son son granddaughter granddaughter grandson FILE NUMBER 21-02-0530 AMOUNT OR SHARE OF ESTATE 1/2 of 80% of residue 1/2 of 80% of residue and per. prop. 1/4 of 20% of residue 1/4 of 20% of residue 1/4 of 20% of residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same- size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Est~te o~: William T. Spahr Sac See #: 160-16-8977 Date of Death: OS/27/2002 Continuation of Schedule J, Part I (Taxable Bequests) Item Name and Address of Beneficiary II Relationship Amount or Share of Estate 6 Christopher M. Spahr 309 Cherokee Drive Mechanicsburg, PA 17050 grandson 1/4 of 20% of residue STONESIFER AND KELLEY A Pn.ft<J,*"'1 f..-"''1.''''''~'' ATTORNt'..YS AT LA~' lO~ tl<o'1<i.......y t-Lr.oo,,",r. r(c"IlWJ~"Il;~ IT~11 717-6;\1-011;3 'I I II c ~ \ r \WI S\fSTA TE\\JTS. WI I Ij [! 21-2U02-530 LAST WILL AND TESTAMENT 'I I' 'I I! I' of jl WILLIAM T. SPAHR I, WILLIAM T. SPAHR, of South Middleton TOwnship, Cumberland county, pennsylvania, being of sound and disposing mind, do make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all wills by me at any time heretofore made. Article L Debts and Funeral Expenses. I direct my hereinafter-named Executors to pay in the due course of the administration of my estate all of my debts (except such of those, if any, as may be secured by mcrtgages on real estate), expenses of my last illness and funeral, the expenses of any ancillary proceedings that may be required in another state or country and the expenses of delivering I any bequest under this Will. I I , Article ~ Tax Provision. All pennsylvania II Inheritance Tax, Federal Estate Tax, if any, or other such II death taxes, together 1N'i th interest and penalties payable with respect to property or interests subject to taxation by reason of my death and whether passing under my will or any codicil, or otherwise, including jointly-held and other non-testamentary property shall be paid out of the principal of my residuary estate without apportionment by - l I'" I L-J '_<-JUL i~j. ," I i_ I I " ~_H--'~ STONESIFER AND KELLEY Illhftui~,u{r~1'g,",b~" A'j'"n:]R]'<.If>'" AT LAW 1fl<) I\If)adw~y H.l.I<)VU, Pt:nruy!v<lni<l 17331 7l7_Hl_0)(,.J II C:\T\~TS\EST'TE\~lS.~lL rmy Executors as soon after my decease as may conveniently .be done. , il Article ..l..,.. Residuary Estate. All the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever the same may be located (herein reterred to as my "residuary estate" J, I do give, bequeath and devise as follows: ,I II son, (a) I give and bequeath my Dutch Cupboard unto my Parry E. Spahr, with the hope that it will one day to one of my grandchildren. pass (b) I give and bequeath the clock that he built unto I my son, Parry E. Spahr. I' (c) I give, devise and bequeath twenty percent (20%) II of the balance of my residuary estate, in equal shares, ilshare and share alike, unto my surviving grandchildren. II :, (d) I give, devise and bequeath the remainder of my I! residuary estate atter the bequests set torth in the IPrevious subparagraphs of this Article 3, in equal shares, share and sh<lre alike, unto my sons, William T. Spahr, Jr. ,I 'and Parry E. Spahr; provided that if either of my said sans I 'Ishall predecease me leaving issue who survive me, then I , 'leave the share of the dece<lsed son to his issue who !(survive me, per stirpes; and provided further that if ,. either of my sons shall predecease me leaving no issue isurviving me, then r leave the share of t.l1e deceased son to I - 2 - , ,n I '--' LUu,__ __~ il c: \ T\I.IT5\E5T ATE\WTS. YI L his brother, or if his brother shall also predecease me, to his brother's issue who survive me, per stirpes. Article 1...0.. Appointment of Executrix. I hereby appoint my sons, william T. spahr, Jr. and ~arry E. Spahr, or the survivor, as my Co-Executors to administer my estate under this Will. I direct that no person serving as Executor shall be required to post bond. IN WITNESS WHEREOF, I, WILLIAM T. SP.AXR, have to this, II . I i my Last Wlll and Testament, set my hand and seal this ~ day of (K..~ ' 1999. fd/ ~~ ~44-~ William T. spahr (SEAL) I Signed, sealed, published and 'I declared by the foregoing Testator as and for his Last Will and Testament, : I in the presence of us who, at his request, in his presence and the presence of each other, have hereunto set our hands as witnesses hereto. I , STONESIFER AND KELLEY - 3 - A !n{I"';""'" C"r}'omhM i i AITORNEYS ^T l_^W I I 209I1ro",,{w::ty H:llI"""~.. J'''I'If1'rlv~n;~ 17JJ I 7l7-632-(H6:~ ."" '---' '__'UL!'- STONESIFER Acl\,JD KELLEY A/'rtJftm,v"lIC,,'1'~""""''' AT1UK.!"cYJ Af LAW UN n'",,,iw,,y 1-!JJ:luvn, !'c:nmylv.mi~ 17_l31 7J7-6J2--{J16J C;\T\~TS\ESTATE\~TS.WIl COMMONWEALTH OF PENNSYLVANIA ) ) SS, COUNTY OF YORK ) I, WILLIAM T. SPAHR, the testator, whose name is signed to the attached instrument consisting of three typewritten pages, dated the J7'f-.- day of --11Jr 1999, having been duly qualified according t law, (3) do II hereby acknowledge that I signed and executed the ,I instrument as my Last Will and Testament; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. I: ,I II Notary Public :1 I' "n, ,__J CX!UL ..lJ"':::_/ ", ,~., ". _~_.JU_./ STONESIFER AND KELLEY Af't-oft>JiH",.iCo'I"'"",,,n ATr()l{.('Jl::YS AT u.w 209 flru:Ww"y ,-h.n"vu. I'''nn'ylwni~ 17331 1J7-G:t2-016.1 II II C,\T\~TS\E$TATE\~TS.~IL i i , I , ! COMMONWEALTH OF PENNSYLVANIA , ) ) 55: ) COUNTY OF YORK II We, Thomas M. Shultz, Esquire, and Nancy L. Zartman, " I' the witnesses whose names are signed to the attached II instrument, consisting of three (3) typewritten pa.ges, and : I da.ted the ! l'fZ--day of 'OJ., , 1999, being duly I' qualified according to law, and say that we were present and saw the testator, WILLIAM T. SPAHR, sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of uS in the hearing and sight of the testator Signed the will as witnesses; and that to the best of our knowledge the testator was at that time eighteen IlB) or more years I of age, of sound mind and under no constraint or undue , II influence. Affirmed and subscribed to before me by Thomas M. I 'I !' Shultz, Esquire, I' / -,f-Lday of II 'I II :1 L. Zartman, witnesses, this J , 1999. " ,~_s M~~'S' , 1I(M~ i. 2f/fL~~ Nancy L. Zart n ;' ,,--0rlflt (] qrnrmW Notary Publi ~ NotaJial se.l Staci~ A CoppelSmilh. Notary PIltlIlc H,_,iJ.'/e( Boco. Yolk County iI4Y Cof"mis..c;ioll ~s Oct. 10.2000 bl!lr, PeHnlt0tJ;Jt'Va A...~OCh1 " Nota 5 !l allfirst June 17, 2002 A!Jfirst Financial Center N.A. PO. Box 900 Millsboro, DE 19966 Said/sf Shuff, Flower & Lindsay Attn:GeoffreyS.Shuff 2109 Market Street Camp Hill, PA 17011 RE: Estate of William T. Spahr Date of Death: May 27, 2002 Social Security Number: 160-16-89n Dear Mr. Shuff: In response to your request, please be advised of the following accounts the above-named decedent had with this bank and the balances on the date of death. I. Account Type........................... Relationship w/lnt. Checking Account Account Number....................... 0000278165 Ownership (Names 01)................ William T. Spahr or William T. Spahr, Jr. ~~~----------........ /'1 I Opening Date........................... 09ooI28.00/67~IOSing ~~t:..~:..~6/01/01 -:;)'; 8alance on Date of Death...........$ <::: ';.' i , . I If i . /-~ 2. Account Type........................... Money Fund Alt. Account Account Number....................... 0098004<JIB Ownership (Names 01)................ William T. Spahr Openihg Date........................... 10/10/96 Closing Date.....OI119/01 Balance on Date of Death........... $ 00.00 , . Page 2 June 17, 2002 3, Account Type........................... Statement Savings Account Account Number....................... 80000002240685 Ownership (Names of).....,.......... William T. Spahr Opening Date......;.................... 02/23/00 Closing Date.....Ol/10/01 Balance on Date of Death........... $ 00.00 4. Account Type........................... IRA Account/48 MOS/5.000000 Account Number....................... 87006800012874 Ownership (Names of)................William T. Spahr Opening Date........................... 06/08/94 Balance on Date of Death...........$ 2,545.16 Accrued Interest....................... 130,46 Total......................................$ 2,675.62 This Jetter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement This response does not apply to any assets held with Allfirst Brokerage, where AI/first Bank is selVing as a trustee, nor to any credit cards owned by Bank of America bearing Alffirst Bank's name. For further account information, closures and/or reimbursement of funds refer to below branch: 255 South Spring Garden Street, Carlisle, PA 17013, telephone 717.240.6734. Sincerely, """",.-..ft"';~"'; -m.t? ;~ Mary Anne Macielag Associate IlelS (302) 934-2240 WaYRqi!lt lOOK FOR US. WE'll GET YOU THERE. 06/18/2002 SAIDIS SHUFF FLOWER & LINDSAY 2109 MARKET ST CAMP illLL PA 17011 The information which you requested on the account(s) of WILLIAM SPAHR (Social Security Number 160-16-8977) is/are as follows: 100110444 CHECKING 12/18/00 1488.12 .04 1488.16 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership JTO Name of Joint WILLIAM Owner, if any SPAHR JR Date Ownership 12/18/00 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, ifany Date Ownership Was Established 4100015776 CHECKING 12/18/00 1096.78 .24 1097.02 ITO WILLIAM SPAHRJR 12/18/00 PLEASE COMPLETE W-9 Additional Information Requested 7100016157 CERTIFICATE 12/20/01 6085.08 17.04 6102.12 JTO WILLIAM SPAHRJR 12/20/0 I Sj;1Eerely l1'!1t'if ~;ftt!f' KA TI'!'Y'~Ou14G SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYlVANIA 17105-1711 Toll F"EE 1-866-WAYPOINT (I-B66-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com B...eyfus Family of """ unds P.O. Box 9263 Boston, MA 02205-8501 ClUt I) 8 20aZ July 2, 2002 GEOFFREY SHUFF SAIDIS SHUFF FLOWER & LINDSAY 2109 MARKET STREET CAMP HILL PA 17011 REFERENCE: 01418373 - 20020701151624 DREYFUS DISCIPLINED STOCK FUND FUND:0000728-ACCOUNT:03351819101 WILLIAM T SPAHR Dear Mr. Shuff: We have received your request concerning the referenced Dreyfus account. As of May 27, 2002, the account had 2,384.830 shares with a net asset value of $30.14 per share. The total dollar balance on that date was $71,878.78. The balance was calculated by multiplying the total number of shares by the price (net asset value) per share. In order to redeem the account, we require the following: . A letter of instruction which includes account number and clear instructions. administrator must sign the letter and must be Signature Guaranteed *. the Fund name, The executor or the signature · Certified Letters of Appointment for the deceased registrant - The certification must be issued by a Judge or Clerk of the court. It must state that the document is still in full force and effect and a true and complete copy of the original. It must be signed in ink and dated within 6 months. Note: The document you submitted was not certified. · Affidavit of Domicile for the deceased registrant - The enclosed form must be completed in its entirety and notarized. · Form W-9 - If redeeming the account, Lne enclosed Form W-9 must be completed indicating the Taxpayer Identification Number of the estate or of the recipient(s) of the account proceeds; additional Form W-9's may be obtained by contacting a Dreyfus Representative at 1-800-645-6561. In order to transfer the ownership of this account, we require the following in addition to the certified Letters of l\,ppoinhnent and Affidavit of Domicile: .~---., -,",- ,: --~.------_. -. · Change of Account Registration Form - The enclosed Form must be completed in full. Sections 5 and 11 must be signed and Section 6 must be Signature Guaranteed*. · Multi-Purpose Certification Form - The enclosed Form must be completed in full indicating who is authorized to act on the new account. The Form must be signed and Signature Guaranteed*. Enclosed is a self-addressed envelope for your convenience. Please return the additional documentation to our attention. As soon as we receive the required documentation, in proper order, we will process your request. * The Transfer Agent has adopted standards and procedures pursuant to which Signature Guarantees in proper Form generally will be accepted from domestic banks, brokers, dealers, credit unions, national securities exchanges, registered securities associations, clearing agencies and savings associations, as well as from participants in the New York Stock Exchange Medallion Signature Program (MSP) , the Securities Transfer Agents Medallion Program (STAMP) and the Stock Exchanges Medallion Program (SEMP) . Notarization by a Notary Public is not an acceptable guarantee. If you have any questions, please call Advlsor Servicing toll-free at 1-800-445-1854, Monday through Friday, 8AM to 6PM, Eastern Time. Sincerely, -'2as- : 12~~o. Regina Rocha Investor Service Specialist Enclosure (s) : Change of Account Registration Form Multi-Purpose Cert Form Affidavit of Domicile Form W-9 Self Addressed Envelope LIBERTI FUNDS GROUP LLC COLONIAL MANAGEMENT ASSOCIATES, INC. COLONIAL ADVISORY SERVICES, INC STEIN ROE MANAGEMENT ASSOCIATES Stein Roe & Farnham Incorporated LIBERTI FUNDS DISTRIBUTOR, lNC LIBERTI FUNDS SERVICES, INC. UUL 0 ll002 ~LIBERTY r.... FUN D S G R 0 U P June 24, 2002 Geoffrey S Shuff Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill PA 17011 RE: Correspondence # 00169856 Account Number: 716-9160943361 William T Spahr Dear Mr. Shuff: Thank you for your recent inquiry concerning the value for the referenced account. Since May 27, 2002 fell on a holiday, we will provide you with the information for the previous and the subsequent business days. As of May 24,2002: . The share balance was 343.313 . The net asset value (price per share) was $5.59 . The total value of this account was $1,919.12 As of May 28, 2002: . The share balance was 343.313 . The net asset value (price per share) was $5.60 . The total value of this account was $1,922.55 The above account was opened on March 10, 1999. If you need more information, please call a Liberty Funds Services representative at 1-800-345-6611. We will be happy to help you in any way we can. If your question concerns this letter, please mention the reference number shown above. P.O. Box ]722. Boston, MA 02105-]722 We look forward to serving you again in the future. Sinc~ly, () / . / N;:C('ft.z,,~~::.o Alex Shalenko Client Services Representative '1"1,1 ," ;1111';i. III '\11 '~h I ,;:" ',,!, ;iil~i) i"III:1 i'l!~:' ,~. ~ ";::: ' ::. . ,;.' ",II' \1)1\'11 O:--<OIEJ C,A,RUSU' RETIREMEI'\llT COMMllIN1"n' CORPClFtATUOI'I ClIrflb'BI::md CtO'i"ing"" 'j L:JngsdorfW:;V' Carlisle, PA 11013 lAY EXJI.Cl.'LY 144,409 DOLlARS AND 2S CENTS . gSTATE OF WILLIAM T. SPAHR, SR WILLIAM SPAHR, JR. 309 CHEROKEE DRIVb; MECHANICSBURG, PA 17055 I _I ~" ),0 L, 5 ~ ]1/" <0:1 11 ;, 2? 3BI: soau 1;08 Cj 2 :JR" ,I,FI/('J~ :1 ;Jlt':,:,'\:/, 01. SCIf. ,~,u, /,T!, "N(: MNI! 4J:41 {ARl\$lf I'Il'U': CAMP HILl. PA 11011 104593 15(~ 12: :.113 DATE CHE:CK NO 11/14/2002 104593 AMOUNT *144,409.25 II II ~qLf:--l,LL-l,l/. cLJ 0~':~n c00~ (;(~ riDl" Hisloricql Prices Page 1 of 1 Y\.HO,f..)Y FINANCE;rvJ Search -Finance Home - Yahoo' - Help Historical Prices - BLS (Bell South Corp) As of 28-May-02 More Info: Q~ote I Chart I N,,\,!s I Profile I ""s"arch IIMsgs Ilngig"r Month Day Year Start 1 May 1124 -102 . End I May:J [28102 . r Daily CO Weekly r Monthly r Dividends ..::::;:m~m~fHffm: ;HH~I~rtE~~~~~:Lr f:E ..:: ::: ::::::::::::: :::::: ::: ~ ~~ i ~;:~::!:; ~:f:: j~,:,: ~ :i~:: iiiiiiilliiii!!~,::ii~~:;~;~~~~::.~:';:::i!11111 Ticker Symhol: IBLS Date Open High Low Close Volume Adj. Close* 28-May-02 32.26 33.50 32.26 33.25 3,767,900 33.04 24-May-02 33.59 33.70 32.10 32.10 2,606,700 31.90 ~ ~:: !~::~ :\ 1.):1 Dow.!l.IQa.d_ .sP1:~a_d$-'leJ'LJi'o.rma! * adjusted for dividends and splits ple_aJi~_s~eFAQ. ','!'": n~': ~ ~ 1~'!-'!-':'"1" I"" .~~! ::.~~;~: .. -......,.... .---- ........ t. . i' . . _: . j ~ I - , . j -' ;: - . . -.. ~ ..- ....,. ..._,. ;. 'i~~..~! .:~':'l'~..;,l... -€0 '!ji Ow, i'; .. ','; I..,:..! 'i :.. _ t,,':: ~ ~ ~...~)..:,~7 ::j.~,; ~:.I.~~~:~.(:, ~~.r~ ~:r.:, .,...,,,.... ....... '.....................,.........'. ........................... .n............ i Questions or Comments? Copyright@2002 Yahoo! Inc. All rights reserved_Pri'l!~GY. PQlley ,T~r_rnsQf .Ser'l!i~~ Historical chart data and daily updates provided byCommodtty Systems, Inc. (CSI) Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon LH - ."~L~_I '.OhM '"^mlw~o=,!&h=74!&r=n2&d=5&c=28&f=02&g=w&s=BLS 08/] 9/2002 Historical Prices '"'l,\\Ji'1<, ".~ 1~ '%~O", Or ria, aN C' 'E'" .J,'v.! t L,}!:keL .. r""M , Historical Prices - T (AT&T Corp) Page I of I Search -Finance Home - Yahoo! - Help As of 28-May-02 More Info: g~()te I Cha.rt If,Je.'\i:, I pfQfile I Re~~f!r9.b IIMsg~ Iln~ic!"I Month Day Year Start IMay.J124 j02 End I May ;[:l [28102 - (" Daily .. Weekly (" Monthly (" Dividends Ticker Symbol: IT '::b\i#':',~ ' '!'1-llJ;!l., ;"":,.tll ,+_'~:\'<- f.; 1~ Date Open High Low Close Volume Adj. Close * 28-May.02 12.76 12.81 12.30 12.41 15,902,800 12.41 24-May-02 13.05 13.05 12.79 12.79 11,924,400 12.79 DQW!11Q~!!.~ p.re~"'i.heetF.Qrm~.! * adjusted for dividends and splits nlease s"fAQ. Q',LL Ill. Questions or Comments? Copyright@2002Yahoo! Inc. All rights reserved. Privacy POlicy -Terms of Si2lrvic_e Historical chart dala and daily updates provided byCommoditv Systems Inc. Icsn. Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSI) shalt be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo.com/w?a=5& h=24&c=02&d=5&e=28&f=02&g=w&s= T 08/19/2002 Historical Prices " "iG!i1H'OC)Y FINANCE ;tV,! " Historical Prices - VZ (Verizon Communications) Page I of I Search. Finance Home. Yahool . Help As of 28-May-02 More Info: Q~gtt> IQI1"'rt I Nt>",~ I Pmfile I Re"e!3rcb IsE.Q I M"[l,, 1 prgfilt> Month Day Year r Daily Start: /May 1Il 124" f02' {o Weekly I May Jl 128 . 102 r Monthly End: r Dividends Ticker Symbol: IVZ . ~~~:Iiill~~~' :'1 'j'-\-" Date Open High Low Close Volume Adj. Close * 28-May-02 44.15 44.73 43.90 44.65 4,956,800 44.21 24-May-02 44.19 44.42 43.48 43.50 4,361,300 43.07 DQlI'nIQad...SPXealls.heet.FQ.rl!ta! * adjusted for dividends and splits, pl~a~_e_s~eEAQ. tLt"" _ 'I il, / ~ ..:;:gmjjjj1wmrmrm"iiilmrr!!!!hii!;! '!f!;; j!llllllIlil~~W!!~~j:~;j;;;:;:~~;;;:;imjijiiiiiiil nil f:"', t~:.;~,~ q{:kk.. +:'~5Y dn~,v~t1),jU~. ..-....,........... "n'",'",," ,. .... -. --.... ~ ::::::!~::::! :\I.d t ,. ,., ,.,. .... -",.,-,.." -, j"r:"~':: ~ 1""''!-':"1 "I"" . . . . .., n.,_,_'" ............ .... .. ....... Oh ..... _.. . ".., ..' ....,. '..-.. ;. 'i~:..~~ ':~'lf1'~.';.I~ -,'; In.':'! ~:,.;-I,,':;;, tJ 'ffi .... : :~~5,~; ~:j.~,:- ~~ I.~.t:~:-.r:, ~;l.r~~: r.=. ............ ....... -................................. .-......................... .-.-.-.-....... Questions or Comments? Copyright@2002Yahoo! Inc. AU rights reserved.Pri'i~GY.P.QliGY.. nmns. 9J.s.l;1L\!Lc;.~ Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon httn: lie hB 1'1. v a hoo. com/w?a=5 &b=24&c=02&d=5&e=28&f=02&g=w&s= VZ 08/19/2002 Historical Prices Page 1 of] .YAF100r FINANCE ",,I\J Search - Finance Home - Yahoo! - Help Historical Prices - SSC (SSC Communications Inc) As of 28-May-02 More Info: Qwt~ I c;h_art I N~w~ I Prgflle I Res.e"r"h ISI;G I M~g~ I FJIQfiI~ Month Day Year Start IMay::lf 124 .,!02 End IMayJI28 102 .. (' Daily to Weekly (' Monthly (' Dividends ..... ..... ..:: ::: :~E ~E~EEE~~~~~~~~: ~~~H~1~H~~~~;~ ~ :i~l: :~:t . .:: mEm Em:::::::: m::::i:~::: ~ i :!:~ i ~f:: 11~; : ~~!: jllllllllmmm!~~j~~~;j;;;1~:~;.;:;:;mHi!j;iiiiil"lil i~1 ,~:.:~~~ q~:i(k.. ~'~S"i fi~H,"'~tt),H~. Ticker Symbol: lsse c:l,~1;~at1!l :1 Date Open High Low Close Volume Adj. Close* 28-May-02 35.07 35.50 34.76 35.38 5,114,000 35.08 24-May-02 36.24 36.24 35.02 35.07 5,370,900 34.77 ..-.,..,........... ."."......,. "" .un ..u 4 a,~ri.. ., "A<:"'- :I,',j ,/ ,-,. ~ " '" 'I.~:~~.:: ~l..H':"I"I.:.1 .. -;;I",.:.!:;:,._I,,":. ~ :~~:;..:.~; !:i.~,:~: I.:':,t~~:-.r:. ~)..r; ~:r.:, ............ ,...... ......................,.........-- .-......................... ._--.-.....-..- .. ,., ,... .. .,.....,.."., .,. ...' :::: r~:: 1 :\ 1.1:1 J:)Qw!!IQa~ Spr~a"~h~~tFQrl!la! * adjusted for dividends and splits, pk~l'"es.e"FAQ. .~:! ::. ~~l~~ .- -..-..-,-,.. .. _u ..m ... f ~. ..l. .:::: -;. .,..' ;. 'i~~..~~ ':~'lf1'~";'r" !U qf Questions or Comments? Copyright@2002Yahoo! Inc. All rights reserved_Pri\(a_cypoILcy. TE;!:rms_ of $E;r\,licE; Historical chart data and daily updates provided by Commodity Systems, Inc. (CSt). Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither Yahoo nor any of its data or content providers (such as CSI) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon. http://chart.yahoo .com/w?a= 5 & b=24&c=02&d=5&e=28&f~02&g=w&s=SB C 08/19/2002 Historical Prices Page 1 of 1 ')l:i!,.HOor FINA,NCE'TN; Search -Finance Home - Yahoo! - Help Historical Prices - AWE (AT&T Wireless Services Inc) As of 28-May-02 More Info: Q_YQt~ I Cj1~rt I N-'>W.e I PrQfil~ I R~~~~!Qb IIM~g~ Iln'iig~r ADVERTISEMENT Month Day Year Start ! May.sJ 124102 . EndlMay!128 102 (' Daily (0 Weekly (' Monthly r Dividends . l ~.~~~;t:!~~~d-; :f~ ~~~~;~~~- :~;t~:;~;;;;: i ~.;;;t~. ::.~r:i;';~ ..:: :1~.:~~L..'I:..i;.:.:~\.:.~ ,.:._:...~~l~..;,.,':;:::::: :.~ ~::;:::~: , ~:~:: ~=:~y :~~:~l:':~::~~:#~:~~ Ticker Symbol: IAWE qii.t,I'j)""~ 'I ,~'~'i"':~:i,,~'~m;J,f".f ,/ ,'\ .....- '1,. '.';" ':" ..' '. .~. '.":' '"\..."........ ;::' L, t.':::- t:. :- fr ':. t: ...... ..". ...J ...:. r ..J" '.I.~ .,"''J. l-. .~ ~.; ! '1';:.. ,:. r.r :) 1.:.:';' i:'" ~.' "l/ - .. r;,_,,:, Date Open High Low Close Volume Adj. Close* 28-May-02 8.10 8.11 7.96 8.00 7,541,400 8.00 24-May-02 8.00 8.12 7.95 8.00 8,808,400 8.00 ,j......:tr.::: :~t~r.:.:""'uH..:t: H(';n"':..~ : ............. .............. ....u.......... '7!HHHHiHHh... . -~~:~~:::Utt:::.t1:;. ..-...........!ijf,.. . ._.lffi.......... . .. ..... .. ... ........ />. .~~. .t~:~'''' L::i~. '.' .:::;;:~:~::..'!';:~:;:::. ....-....-.................. :f~~ ~~~t~~~~~HHt~~~~~: '::::::-::i=::=tH:i:::;: :: ; : : . . % ~::~;; :;: :rt:::.:,:: ..........................04- ...~ ~~:~:::: :~:~:~~~ - - . Dowl))Q~dS[lg~dshe~t FQrmat * adjusted for dividends and splits please see FAQ. (ir" f "~I '/ ~:~~~i:;. ~,~:c t:~.:iur.~ :'::.~ :~::~:::: ;!iiil -.. ...- ... '1~ . ~:1~: :~: UNI :. .:g~~;:..,;U: :iIT ... .~. ""il,:iiill"~:i; .. . ......... .. .......... .' ...-. .. . '..-. .. ,. n. .. ...... ,..---..--. .... ll.,:;t:~: <lu'l! NC4:' COMO' f-.-..1 +..tt"t.:...,~ -... FR(jKri'iDeLlffWivE'sTMENTli QueslionsQr Comments? Copyright@2002 Yahoo! Inc. All rights reserved. Privacy Policy -Terms of SerVice Historical chart data and daily updates provided byCommoditv Svstems Inc. (CSl\ Data and information is provided for informational purposes only, and is notintended for trading purposes. Neither Yahoo nor any of its data or content providers (suchas CSl) shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon http://chart.yahoo.com/w?a=5&b= 24&c=02&d=5&e=2 8&f=02&g=w&s= A WE 08/19/2002 HlJl7. ':-:!.cJjVJ{! 'j:l-jlHM UWk'/Lk'/() 1 ~~ ,"~': F. ~' 4{1 .cur Kil1b" Sn:r.cr L.1nCASr~t, FA 17G02 wll free 800 776 756/ rc! i17 293 4800 f..x 717 293 4835 · MorganStanley August 9, 2002 Saidis, Shuff, Flower and Lindsay Attn: Shelby Fax: 737-3407 Re: The Estate of William T Spahr. deceased Date of Death: May 27, 2002 . Account Number: 613-030062-076(lRA Account) tl~ Per you request, the values of William T. Spahr's mutual funds as of May 24, 2002: Liquid Asset Fund (ILAF)- 5537.960 15" Global Dividend Growth See B (GLBBK)- 11.680 '7'.'/' Value-Added Mkt Ser/Eqy B (V ADBX)- 31.870 / )...sJ.. 'f. , Evergreen Balanced A (EKBAX)- 7.870 5 ~ l, -/-. (;P Y ,- f" '1)/ 1;11 -5 (,~. '~':/ /&~! ,i} ~.: ". / 0' /1 -1/ <-. ;>C-- )I; -~ '.." ' ),<?{). (un Van Kampen Prime Rate Ine Tr (xpRTX)- 8.35 If you need any additional infonnation, please feel free to give me a call at 717-293- 4836. J:w",,""'~ Financial Advisor " "'1 Morgan August 5, 2002 Law Offices of Sadis, Shuff, Flower and Lindsay 2109 Market Street Camp Hill, Pa. 170 I I Re: The Estate of William T. Spahr, deceased Date of Death- May 27, 2002 Account Number- 613-030062-076 46 East King Sneet Lancaster, PA 17607 (OJ! free 800 776 7567 tel 7] 72934800 fax 717 293 4835 Per your request, I have enclosed values of William T. Spahr as of May 24,2002: Security Traveler AET CAP (TAP.X) MCI CAP I QUP- (MCPEQ) Entrpr CAP OPRS (PEG.R) ANZ ExchPFD TR (ANU.) Unit GSIF GOV GNMA $IPV I (GNMXI) Unit GSIF GOV GNMA $IPV IA (GNMXIA) The following Bonds are as of May 31, 2002: Bond BT Cap TR B (TBJ59) Countrywide CAP I (TCJ56) G&E 93 16-AIl (VI531) Shares Held 320 200 200 200 5,532 5,230 Shares Held 6,000 5,000 10,000 Please call me at 717-293-4836 with any questions you may have. Respectfully; .r-/ ~ \ ' R~~:~~e~~~' ,~bi\"'~-A: ',- Financial Advisor C1osin2 Value 25.400 7.450 23.610 25.300 .02138 .03529 Closin2 Value 102.571 102.002 99.928 The information and date in this report were (obtained from sources dt~emed re!iable. Their accuracy and ~ompieteness is not guaranteed and the giving of the same is m,l deemed a solicitation on our part witrfrespecl to the purchase or sale of any sr-curities or commodities ' (/.2t~OJ / "''iv, ' 47> ;,'" u.> S',O/"-, )Jf II ,:"/ I r (.l. ,,;.;: (1);; (1./,. / 15'1 "/ f.4, '/1..1..1 S'/Oi',(I) 9: (ji) '; i' /,' ,,-( 'I " / c '-'-ji ~. '--~----?...---- ---~ 73q .' --._-_._-'--_.';;)O~-' ~ I BUYE. -..______.._.__"___ I 1-..' A I i ITEIV1:.C{;i})1tJ } j & ~.C2iJ u... i . (LOT #-'j / I l L.-J @ $.5J ) /i:-------" .4 ! GUYER _~~____~________ I I II j'-::'\t.______ ------------ l ~T~~ ~ ) '- /;: 5 BUYER ITEM EJ - $ @ . I BUYER ITEM ~EJ /g BUYER @ - $ . l, I ) , ITEM ( LOU J @ $ . 11 BUYER ITEM EJ @ $ . 3 BUYER ITEM EJ @ $ . 5 BUYER ITEM (LOT#) _@ 'ET#~ ~ $ SHEET TOTAL $ l"E:J -@ SHEET #~ /;;. - I ._.-J ~ $ SHEET TOTAL $ ----~--~ @ - ---~ $ ------. --- . ITEM ('m#tr~~~ ...~~ 10BUYER' '/.;(' ?.y, :Ar ~_.,Ij SOltJ, t1 - 6 BUYER !T~M l, 8 BUYER ITEM EJ 12 BUYER ITEM 14 BUYER , ITEM LOT # # . -'/;( 9 ~ p, ~ ~~".'a'~"~ ~ " ~ --- ~;~7~-'-' .? @ -= $ . - -- -@ -=$ . ---- / - - .... - ----- $ RUNNING '0TAL $ . ./ I 8',00 Lo -@ - ---------------- = I . DI ,... Jpjlr'lJlrd1iBfflrU~\Il ~ IFnJ!1\21Inld~ln SEP 0 4: 2002 August 29, 2002 Prudential Securities Incorporated 3 Lemayne Drive Lemayne, PA 17403 PO Box 7, Camp Hill, PA 17001-9852 TeI717761-7344 800468-B685 fax 717 975-8426 Mr. Geoffrey S. Shuff Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 RE: Estate of William T. Spahr Dear Mr. Shuff: As per your recent request here is the Date of Death values for the above referenced account. The only account we had for Mr. Spahr was this individual account that was opened in March 1999. Individual Shares Description Value on Total Market Account 05-27-02 Value 1487.50 Alliance Am Gvt Income 6.80 10,115.00 323.206 Bear Stearns S & P 22.65 7,320.62 1153.489 Eaton Vance Tax Managed 19.43 22,412.29 1546.162 VanKampen Prime Rate 8.34 12,895,00 800.00 Van Kampen Capital Tr 16.32 13,056.00 6000 CMS Energy 93.251 5,595.06 10000 CMS Energy 97.7575 9,775.75 15000 CMS Energy 99.140 14,871.00 33.00 Pr Money Market Asset 1.00 33.00 Ii /111 L1I7"-1 33758.64 Pm Discovery Select 1.00 33,758.64 d Total .... $1S1;1fn"J6- - I:;... 9,['Jl.., 3 i,. Should you require any additional information, please do not hesitate to contact our office. Sincerely, ()W'~~S\"~ Jack R. Spahr Vice President - Investments \if- " ,. , '.-l,. r1 }/C--"/i/ { ;( -1 ,~ 'p' 8> "" IL ";l .- i .5 ~ ~ .... r:a i ~ e Q.j " , <- "J:. IJ> ~ i . . 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J .J . - . i ( I ~gJ ~ '; $\ ~ n ,; .~-;.< i.~ i (/JQ. m o m "- ~ ~ o E 0 ", 0 <~ VI- '" ,J:" :~"~ 'ii:" <:I l'~ ~ {){!!. ... l rn '" " '" '! :;; ~ l.'; :i c :>- .. . E i:: E '" w ~ w en - Do:: C ~I :J .. <( 0 !ll. -U) ~ t:::.... n3~ "'''' ... ~-' ::l J-' 0 ~~ > . . . \ \ I v .:: ~ r:~ V", "'~ V" ~"- 0.>- v;;; a:(j L ::l o in ~ .~ (j .. ll. " o ~ 'S; := () "" '" : .2 .!:! "0 > .. :. ~ (I)~tQ' 4mt= lft<:'"'tJ ~~.!! z;ti mu_ ~~t!; :il w .;, "- m E. m g> " L ~ w II! o L "" .!! m I- " e.., J!!l! "'3= ;;0 ;; I- ~~~~8 t;JIo 01 O'J(}) II!. ...:r--:,...,:r--..... ~~':;r:;~~ ('IlC,'l<:".llN.t"III 1: il : I ~ I .g I :i." ,,- , 8,! I ~'" m., c3~ .." H "'''' (I')~r--- o~... __lli 0>00 m-.~ .... 1ft:!! ~ l!!ol "", -~. - 0 . rn -." ~. ... ...'" E" d H "'D. "E 2~ <:IE ... ~"'... a"",:~ "':_tl':l moO ...-~ ..... fj 11 .i i .. " '" '" ~.J:;:~...e ! "U)~~m g ~dOo~ ~ .~~ H r Q "~~:2" ~ &iL~~6 ~ NNC'\INC\l ~~~~g Or-,NOIr:! ....U3w~ daOD_ ';;;; \'0" ... );;..0 ~ M '-'l vi ~\ ~ f'- ~ ~ " ~ ~ ~ ~ '" ~ ~ '" " m ;;; ;;; m ~ ti. " ti. D. " .. cG e " .~ '" EO <; ! .. ,'5 ..", ~" ;i-~ ~n ~g- ",.. ."'.. "V ... :;~ -> ...,,, Z-' "'-' ~ .. ;; m ~.~ .. m ;a", ~"'O .." -o~ ,,"- d:ii " "" ~:; ~- ( -~ " .1! {l ~ '" ~ii: "" on.. ~1il ';J ~ ~g, " ~ "-.D ..." .~- CD c"~ m" ,,0" ~ m o:~ COMMONWEALTH OF PENNGVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 1~128~0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT GEOFFREY S SHUFF ESQUIRE SAIDIS SHUFF FLOWER & LINDSAY 2109 MARKET STREET CAMP HILL, PA 17011 ---- --- ~oltl ESTATE INFORMATION: ssN: iso-is-ssn FILE NUMBER: 2102-0530 DECEDENT NAME: SPAHR WILLIAM T DATE OF PAYMENT: 12/18/2002 POSTMARK DATE: 12/16/2002 CouNTY: CUMBERLAND DATE OF DEATH: 05/27/2002 FEV-1162 EX~17-96~ NO. CD 001968 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5464.01 TOTAL AMOUNT PAID: REMARKS: GEOFFREY S SHUFF ESQUIRE NO CHECK NUMBER INITIALS: AC SEAL RECEIVED BY: DONNA M. OTTO 5464.01 DEPUTY REGISTER OF WILLS REGISTER OF WILLS j~ i N 3 ai O u ^' ~ L.. 6a ~~ ~ w~~a ~ ,¢, A O U w~r d ~ O ~ ~ ~ ~ l ~ a a l~~ Q p T 7 N C O ~ r+ M ~ y x "~ BUT ~Q ova a~ ~ ai N S N , ~ 7 f6 ~UU O H ~ ~'/-~~-ice BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX BIVISION DEPT. 288601 HARRISBURG, PA 17128-0681 GEOFFREY S SHUFF SAIDIS ETAL 2109 MARKET ST CAMP HILL ALONG THIS LINE 1547 EX AFP (D1-ezi ESTATE OF SPAHR COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-ISQ EX XFY (n-Yb PA 17Q11-4802 ~ RETAIN DATE 02-10-2003 ESTATE OF SPAHR WILLIAM T DATE OF DEATH OS-27-2002 FILE NUMBER 21 02-0530 'COUNTY CUMBERLAND ACN 101 Anount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 WER PORTION FOR YOUR RECORDS ~ ITANCE TAX APPgerceiieut """'------- WILLIAM T FILE N0. 21 02-0530 TAX RETURN MAS: (XJ ACCEPTED AS FILED AiSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule BJ 3. Closely Held Stock/Partnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly ONned Property f5chedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [qJ 30,218.19 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions f10) 6.489 66 12. Net Value of Tax Return (11) ;6.707 BS 13. Charitable/Gover t 454,755 nmen al Bequests; Non-elected 9113 cr t : 14. Net Value of Estate subject to rax us s f5chedule J) [13) D0 NOTE: If an f14 ) 454,755.87 assessment was issued previously, lines reflect figures that include th 14, 15 andior 16, 17, 18 and 19 will e total of ASSESSMENT OF TAX: ALL returns assessed to date. 15. Amount of Line 14 at Spousal rate (15] .00 00 16. 17 Amount of Line 14 taxable at Lineal/Class A rate [16] _ X 454,755.87 X 045 - .00 20 464 01 . Anount of Lina 14 at Sibling rate (17) OD , . 18. Anount of Line 14 taxable at Colla{oral/Class B rate (18) . X 12 - .00 15 .00 19. Principal Tax Due - X - .DO ~X CREDITS• ~aPRlear [19)= 20,464.01 12-16-2002 ~ CD001 [_) AMOUNT PAID 00 19,000.00 DO 464.01 NT OF TA71 ACN 1D1 [ ) CHANGED DATE 02-10-20D3 [1) .00 NOTE: To insure proper (2J 227 ,468.30 credit to your account, [3)_ __ ___00 submit the upper portion [4J ~ . 00 of this Porn Nith your [5) 161 ,134.17 tax payment. [6J 1 .292.59 m 101. 568.66 te) 491,463.72 TOTAL TAX CREDIT 20,464.01 ALANCE OF TAX DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST. [NTEREST AND PEN. .00 TOTAL DUE .OD f IF TOTAL DUE IS LESS TNAN 51, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '•CREDIT•' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COtTNTV_ pFnrnrav~ STATUS REPORT UNDER RULE 6 12 Name of Decedent: William T. Spahr Date of Death: May 27, 2002 Will No. 21-02-0530 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or inform accounts may be filed with the Clerk of the Orphans' Court a ay be attached to this report. Date : ~/~'S U S' e ame: Geoffrey S. Shuff, Esquire I.D. No. 24848 SAIDIS, SHUFF, FLOWER & ^~,~NDS1~ 2109 Market Street c Camp Hill, PA 17011 ` -- (717) 737-3405 ¢i s_: n,, Capacity: Personal Representative; ~, X Counsel for Personal ~,., -~ Representative ~; ~v `-' e,~(