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HomeMy WebLinkAbout02-0663 PETITION FOR PROBATE and GRANT OF LETTERS ~I . 02, -'''3 Estate of also known as DEVOE A. GREEN D.A. GREEN No. To: Register of Wills for the , Deceased. County of r"Ulberland in the Social Security No. ---1.29=.1 2 - 'i () 6 2 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the exccut 0 r s in the last will of the above decedent. dated S e p t em be r 28 and codicil(s) dated named _,19~ (state relevant circllmslancc~, e.g. rcnundation, death of execlltor, etc.) Decendent was domiciled at death in Cumber 1 and _ County, Pennsylvania, with h_ is last family or principal residence at 1022 Nor t h Co 11 e g eSt r" e t , Carlisle. PA. Rnrollgh of ~~rliR'p (list street, number and muncipality) Decendent. then 88 years of age, died J u 1 y . i 4 , 2002 l<18x U Carlisle Regional Medical Center, Carlisle. PA 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: 1022 North College Street Carlisle. FA 170]1 $ 1,000.00 $ $ $ 90,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T est am e n tar y theron. (testamentary; administration c.t,a.; administration d.h.n.e.l.a.) " u " u :g3 U" "'. " -00 \::"::; ctI'Z 3~ "~ 50 ; " ~ ;;; fk~/k/~ K..Lt- ~ )1~ , Devoe W. Green 499 West Old York Road Carlisle. FA 17011 Robert L. Green 361 York Road r..8rl;~lp, PA 17[)13 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA "1 s COUNTY OF CUMBERLAND j S I" I" 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 a~d subscribed .f)~ ju/ ~ VJ before this .2. :/.I'l'U day of n p.\T (1 P. W ~ r p p n io L ~ ~ Reglsle ~~~ 1:. ~~ ! //~ ,3 No. 21-02-0663 Estate of DEVOE A. GREEN A/K/N D. A. GREEN , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JULY 23 ~2002 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated SEPTEMBER 28th, 1999 described therein be admitted to probate and filed of record as the last will of DEVOE A. GREEN A/K/A D, A. GREEN TESTAMENTARY DEVOE W. GREEN AND ROBERT L. GREEN and Letters are hereby granted to ~{1 ~/hf" 0JA i/a...:n.e;,~ ,\O~+ I Register of Wills FEES Probate, Letters, Etc. ......... $ 200.00 Short Certificates( " . . . . . . . . .. $ 18.00 ~ EXTM. PAGES. .3. $ q nn JCP $ 5.00 TOTAL _ $ 232.00 Filed .. .-1P;LX '??'" .~Q9~................. DALE F. SHUGHART. JR 19373 AITORNEY (Sup. Ct. LD. No.) 35 EAST HIGH STREET, SUITE 203, CARLILSE,PA 17013 ADDRESS 717- 241-43Il PHONE CALLED ATTORNEY JULY 23, 2002 1',.'i :'1. ""\ ['his is to certify that the information here given is correctly Local Registrar. The original certificate will be forwarded to WARNING: It is illegal to duplicate this copy by photostat or photograph. ,",., ,,"~ copied from an original ce,~tif]cate of death du~): filed with the State Vital Records OtfIce for permanent hlmg. Fcc for this certificate, $2.00 .-----c---. Iljf~\.'\\'OrpE;;-..__ ,""''\./-~-<4;j '0 \\~ .0":- ,/~~r. "fj;~\ 1:!E;' :. . \~% i~! :-(~. ::t:..~ l*\; ,~.,~.;/*~ ':.~:::... . -..' /4:~l '\.?A..,. /.0::;:::.\\' . "4,," . <'C,' ,.7'7/,,-_-\ 't,'- ", ---;,;",'"ENl \\ IJJI,II! "'/~~~HHII",J P 8482101 No. me as 21"Nl~'~""&.~ LOGI! Registrar JUL 1 5 2002 Date Hl05tol3A...21I1 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ". "' << w..MEOFOECEOENTI~....M_,L"1 ,.. 2. Male .. Devoe A. Green ,AGE IL..a""'<llYl UNOEAI YE.\A .... '. UNO(RIDA.Y _!IIoIItIul.. BIRTHPV<CEIC....."'" PVoCEOI'OERH<CI>eelonr<y"""__,.,.,"""""'......"".",,.,_) SlIlI.",f"'.q>CClYMYI HOSPITA.L: 7.Middlesex Twp. :-,_[!Q E/VOo.II!>aI....... LJ F...CII.ITYN...IIoIElunoo....""_.gMI......."".......".., ~~o 88 '" COUNT'\' OF ou:rH ~\ Cumberland Carlisle . M. OECEOEN1'SVSU"'LOCCUPIil'IOfol l~-=:~:",=,':::Zl.::'r II.. 11... Painting OECEOEN1'S 1IoIAA..INQ 1lOORESS.JSlr....C..,rro..n. sw., ZopCooel DECfDE~T'S 1022 N. College St. ::i~:::iNCE Carlisle PA 17013 ~~ KINOOFBUSINESS/lNOUSTRY _s OfCEOENT EVER IN U.S.AAIIoIEOFORCES1 .....0 """lXJ ". '7..s.... PA S'''''E"'lEMJ'''ER SOCIA,l SECURrrv NUMBER ,. 179 _ 12 5062 OATEOFDER~,_.Oa..'_1 .. July 14, 2002 '"- (I'."'~.l - MIlRItM.STRUS.Marned _Ma"iIocI.~. --- Widowed R1lCE.A,__n._.I'Ih~....., """"" I'. White SUl'MYINGSI'OUSE 1"-,_-...........) ... I7c.D......__... .~ ~ -- ~.. Cumberland _-""1 1701.l9 ~--==':::oI MOTHER'S N"'Mf{F."" ModdIe, M.-. Surn_) ~. ... INfORM1lNT'S MIllUNG lOSS lSll.... Cllyrr-n. Sleoe, ZOp Co<IIol 499 W. Old York Road Carlisle PA 17013 PUlCEOFlllSPOSITION.N_oIC_.ry.C,.....,.,.., LOCRION.CilylTcwn. Sl....l\i:ICO<Ie oton...-P1_ 2'c. Westminster Cemetery tUlME1lND"'DOFIESSOFF1lC/IJTY ., "mER'S N...Mf Ih"'.lIoIoOdIe, L."') 1.. Ben . amin Green 1NF0000000'S_lT,,*Pfror) D. William Green UfTttODOFDlSPOSITION ~13iI c_O R___SI.,.O 0_ 2002 SERVICE LICE L 6).. ..e.'dio<;O"..PO,e1O'Y."nl..hocIc"'....."lOa.... ~(\"~~~,\V1"l.! DtJEtotOfl1lSACONStOUeNCEOF} l: , DUE to lOA AS A CONSEOUENCE OF}: \:s iL \..oo..t- \ DtJElOlOA1lS"'CONSEOUENCEOF)' weAf...l1ItlPSYFJNlllNGS _,Il....BLEPfIIOATO COMfI'LETIONOFCOUSl! OFou:rH7 MANNER Of DEATH DATEOFI~URY 1M",,,, Oay._l ~ o Carlisle Carlisle PA 17013 210.. Hoffman-Roth Funera Home 17013 LICENSENUM~R .:{W pol-I... ~()<J>" K. '~l. :ln1__ ,-.....- , i ~!i:I PART": OV"'-....;IIc....<>ln<:lIIiono..............""tO_Ih.1>UI nQI'""'"""'..-~_or-..""'"1 TIME OfIH.lURY INJ\IRYAfWORK? OESCRIBEHOWI~URYOCCURAf:O. -. - ""noIingln....lge1ion o o OPUlCEOFI~URY.Al_,!.nn..lt....lecloty.Mlio:<t l>I>iIdlng...e.ISpecoM _. Ilol. JOe. ....- .....oNo)Z .....0 - -. CUl'TIflElllO>ecltor..,onel .CEJnWY_PHYSlC1..."(P"""""'"c...I~.,.,..,"',,.,."'....onAt>Olh.."""""''''''l\e.pr~<le.'''a.noC.,''''''et<<l"emr.l1 7o-_of...,~.....",oce........_.._e.....(.I.nd""'nnef...j.j..,.. ~D '""" Could..... be ""'.nn""'" K. .PWOtoIOlINC:ING 1lNO ClRn'YlHO PHYSICIAN (","""",,,,,, tloI" ","O""''''''''Q ~....'n .nd Cof1~V'flQ '0 e.u.. '" ,,~.,"\ Yo__Ol...,_nooole<lo'. ""."'oce.......,.' lI'Ie II.....".,.. .nd~""...nd<lu."',h<o.._.I.nd'".M.......'e<l .IlIEDlCAlEx.....rNERlCOAO~EIl On '1M b.o.l. 01......1".110" .t\dIofjn~..jlg.bon.I" my op;nion. duth ""ell".d., 'he Urn., d.,.. and pra... and due to lhe ..u..(.}."" ...."n.....t.IMI.. ............... ..............................._,....... ..... ....................,...... ... ". REGIST"'...R'SSIGNRUI'lEANONU R ~. ~~t; 1~I'dd,OI _ 0 "",,0 ,,,.~.., ~\ L ~'<I. NAME "'ND ADORESS Of' PERSON ....HO COMPLETED C1lUse OF RH (llem21lTYI"Io<p';n1J::::o-.."c.tlc...~o.a"'" o \l= ~\t.r ~"-\W n. ~ ., :~EFILEOIMon"'JJ(4 {~ ~OO~ \ 21-02-0663 " LAST WILL AND TESTAMENT OF DEVOE A. GREEN I, Devoe A. Green, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts and funeral expenses, together with the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath each of the following individuals, who shall survive me, three (3%) percent of my Estate: A. My granddaughter, Robbyn M, (Green) Metz; B. My grandson, Robert W. Green, ITEM III: I devise and bequeath each of the following individuals, who shall survive me, one and one-half (1 1/2%) percent of my Estate: A. My great-grandson, Nathan Green-Calaman; B. My great-grandson, Nicholas Columbus; C. My great-granddaughter, Nicholle Lisse; u~a.~~ ~~. 9ire-;;t~ [SEAL] D. My great-grandson, Koby Metz; E. My great-granddaughter, Karley Metz; F. My step-great grandson, Sean Potteiger G. My step-great granddaughter, Lea Potteiger; H. My step great-granddaughter, Hannah Reen; I. My neighbor and friend, John Garrity; and J. My neighbor and friend, Ray Bricker. ITEM IV: I devise the rest, residue and remainder of my Estate of every nature and wherever situate in equal shares unto my two sons, Devoe W. Green and Robert L. Green, absolutely. ITEM V: I appoint my sons, Devoe W. Green and Robert L. Green, guardians of any property which passes to a minor. The principal of such share shall be deposited in an interest bearing account, all income thereon accumulated, and the principal and all accumulated income thereon delivered to the beneficiary upon attaining the age of eighteen (18). ITEM VI: I appoint my sons, Devoe W. Green and Robert L. Green, Executors of this my last Will and Testament. ITEM VII: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this .J-V day of September, 1999. . The preceding instrument, consisting of two (2) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by Devoe A. Green, the Testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. " COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Devoe A. Green, Dale F. Shughart, Jr. and John J. Baranski, Jr., the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ ~ ~ {ZWi e Subscribed, sworn to and acknowledged before me by Devoe A. Green, the Testator, and subscribed and sworn to before me by Dale witnesses, F. Shughart, Jr., and John J. Baranski, Jr., this :?g~ day of September, 1999. ~~/}~~ NOT__ - L ccm.e. NOTAIIY I'UeLIC IOlIO ""(WI'..... ~ C.Utml IIY CC""'ollllOllllCl'lllll oc:r01lEJl11 2002 I I s ~ I\Ll-" )~ \~5 ~ ~ ~ n w 0 ~ PI ,. en ~ " '" tl ,I~' ! }----4 '" r ,. m '" ~ iii '" <: r -j ,. ~ 0 ~ ; t_;g '" I ::j '" " 0 o !f1 '" I " ::I: :>- z '" z c:: Z -j '" lfI :u -< 0 ~ ~ ~ ::= GO ~~ < -j r ~ >d ,\ - ~ to l> '" 1 1 ,\~ )> s; < ,.., '" ~ z - -j . , 'I: " '" c.. '\,------, 0 tv 0 p:i w w ~ 1 i ':, .j 7() ?7 CERTXFXCATXON OF NOTXCE UNDER RULE 5.6(a} Name of Decedent: Devoe A. Green Date of Death: July 14, 2002 Estate No. 21-02-663 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 July 24, 2002. Name Address 1. Devoe W. Green 449 West Old York Road Carlisle, PA 17013 2. Robert L. Green 361 York Road Carlisle, PA 17013 3. Robert W. Green 1343 Centerville Road Newville, PA 17241 4. Robbyn M. Metz 468 Falling Church Road Landisburg, PA 1040-9738 5. Nathan Green-Calaman 837 North West Street, Apt 2 Carlisle, PA 17013 6. Nicholas Columbus c/o Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 7. Nicolle Lisse c/o Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 c/o Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 8. Koby Metz 9. Karly Metz c/o Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 10. Sean Potteiger c/o Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 11. Lea Potteiger c/o Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 12. Hannah Reen c/o Mr. and Mrs. John Reen 35B West Charlotte Street Millersville, PA 17551 13. John P. Garrity 1009 North College Street Carlisle, PA 17013 14. Ray Bricker 1027 North College Street Carlisle, PA 17013 Notice has now been given to all persons Rule 5.6(a) except: None. Date: July 24, 2002 /' , Dale F. Shugha t, 35 East High Street, Su e 203 Carlisle, PA 17013 Telephone (717) 241-431, Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: ROBERT L. GREEN 361 York Road Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the will or Petition may be obtained by contacting the Register of Wills and paying the charges fo" duplication. - / Date: July 24, 2002 ~ k'~ Dale F. S ughart, r. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: DEVOE W. GREEN 449 West Old York Road Carlisle, PA 17013 please take notice of the death of decedent and the grant of letters to the personal representative{s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717)249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. ined by contacting the duplication. Dale F. Shug 'I Jr. Attorney Suprem$" Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green Date: July 24, 2002 Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Robert W. Green 1343 Centerville Road Newville, PA 17241 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the will or Petition may be obtained by contacting Register of wills and paying the charge or duplication. .~~ Dale F. Shu r, Jr. I Attorney Supre Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green July 24, 2002 \ Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Robbyn M. Metz 468 Falling Church Road Landisburg, PA 17040-9738 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of wills and p:Kin~.~he., c~es for duplication. Date: July 24, 2002 ~ I:. ~ t;:l Dale F. Shgharji, Jr. Attorney supreme Court 1.0. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Karley Metz c/o Mr. and Mrs. William Metz 46B Falling Church Road Lancaster, PA 17040-973B Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the Will or Petition may be obtained by contacting Register of wills and paying the char or duplication. ;f2j~' < / 1.....-' .., July 24, 2002 hugh tl Attorney Supre e Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green \ Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Koby Metz c/o Mr. and Mrs. William Metz 468 Falling Church Road Lancaster, PA 17040-9738 please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be b1ained by contacting the Register of Wills and paJ~g;;h~~ sP\ duplication. Date: July 24, 2002 ~_ r ') 1 Dale F. Shug ~,J. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Nicolle Lisse c/o Mr. and Mrs. William Metz 468 Falling Church Road Lancaster, PA 17040-9738 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges; or duplication. .7\ () ,1/i" /3 Date: July 24, 2002 ., ~ /'\ Dale F. Shughart, Jr.' Attorney SupremecCourt I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Nicholas Columbus c/o Mr. and Mrs. William Metz 46B Falling Church Road Lancaster, PA 17040-973B please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be ob 7' ed by contacting the Register of Wills and payi~g the ~.h.argeS or duplication. Date: July 24, 2002 ~!~ 1 Dale F. S ugh ,jJr. i Attorney Supre jCourt I.D. #19373 35 East High Stteet, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green , , IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Nathan Green-Calarnan 837 North West Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717)249-6691 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. the A copy of the Will or petition may be obt 'ned by contacting Register of Wills and paying the char~es /~ July 24, 2002 Da e F. Sh ghar I Attorney Supreme Curt 'I.D. #19373 35 East High Stree , Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green Date: Capacity: IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Lea Potteiger c/o Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charge or duplication. /,'{. Date: July 24, 2002 / 1 / ,~ Jr. ~ Court I.D. #19373 35 East High reet, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green Capacity: .. . IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Sean Potteiger c/o Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of wills and paying the charg for duplication. Date: July 24, 2002 .7\ (l~r:~ Dale F. Snug r., Jr. Attorney Supreme Court I.D. #19373 35 East High Street, Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green .. . IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Hannah Reen c/o Mr. and Mrs. John Reen 358 West Charlotte Street Millersville, PA 17551 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle. PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges ~ duplication. Qe'~/'.U Date: July 24, 2002 " . it' Dale F. Shug Attorney Supreme cou~t I.D. #19373 35 East High Street, Suite 203 Carlisle. PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green " , . IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: John P. Garrity 1009 North College Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A A copy of the will or petition may be obta} d by contacting the Register of Wills and paYi~g the c~~es~~~'d plication. Date: July 24, 2002 . I /" f! j---\ . ~ I Da e F. Shugha~ J~ Attorney Supre~e Court r.D. #19373 35 East High dtreei: Suite 203 Carlisle, PA 17013 Telephone (717) 241-4311 Capacity: Counsel for Personal Representatives Devoe W. Green and Robert L. Green .' , . ..... IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Devoe A. Green, deceased Estate No. 21-02-663 TO: Ray Bricker 1027 North College Street Carlisle, PA 17013 Please take notice of the death of decedent and the grant of letters to the personal representative(s} named below. The Decedent Devoe A. Green, died on the 14th day of July, 2002, at Carlisle, Cumberland County, Pennsylvania. The Decedent died testate. The personal representatives of the Decedent are: Devoe W. Green 499 West Old York Road Carlisle, PA 17013 (717) 249-6651 Robert L. Green 361 York Road Carlisle, PA 17013 (717) 243-0090 The will has been filed with the Office of the Register of Wills of Cumberland County. 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345. A copy of the Will or Petition may be obta'ned by contacting the Register of Wills and paying the ~r duplication. Capacity: Jr.j Dale F. Sh gha Attorney Supreme 35 East High Stre Carlisle, PA 17013 Telephone (717) 241-4311 Counsel for Personal Representatives Devoe W. Green and Robert L. Green \ Date: July 24, 2002 #19373 203 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17\25-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 -------~ fold ESTATE INFORMATION: SSN: 179.12.5062 FILE NUMBER: 2102-0663 DECEDENT NAME: GREEN DEVOE A DATE OF PAYMENT: 10/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2002 NO. CD 001709 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,750.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ROBERT L GREEN C/O DALE F SHUGHART JR ESQ CHECK# 266 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS $23,750.00 MARY C. LEWIS REGISTER OF WILLS ~.~'-"'."..". '. COMMONWEALTH OF PENNSYLVANtA DEPARTMENT OF REVENUE DEPT280601 . HARRISaURG fA 17126-0601 DEceDENT S NAME (LAST. FIRST AND MIDDLE INITIAL} REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o - 2. Supplemental R.etum" -..".-.--..---..'- --- u_ -----.- -cf:--3-:- Remain-oerRefLirn (date Oraeal~ priorio l2:13~82) o 4a. Future Interest Compromise (date of death after 12-12-82) D' 7. Oecedent Maintained a living Trust (AlIach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.'-95) THIS SECTION MUST BE COMPLETED;Aa CORRESPONDENCE AND CONFIDENTi~L TAx iNFoRMATIoN sHoULD BE' DIRECTED Tili.' '." .; ';.: :;r.. . i.""'"-..----'-_.._..__.._,;;,~.:,_~.:.,.,"_c.:.~,_'_'_.__.......:..:;;..".."'..,-,-""-,~,-,,,~'~,,,\i~"';-'-'-"""""'" "c,......._.' "";-" ,','.,'"...,.". ...... '.' ',...'" .;,..".,......,.......... , .'....... ......,~''''-'..:...~...''''''.--'''"''-'-,~..,.'''''..,',.,-'',..;--,.--'''-'-~"..... N.I\ME . COMPLETE MAILING ADDRESS Dale F Shughart, Jr. Esquire ... lli o w " .. o \!! ~ ~~ ...." :1:09 o lfca .~ .... ffiilj '"'0 '"'z 8~ z o g j:! ~ lil .. Green, Devoe A. DA1E OF DEATH (MM-DD-YE:AR) O' [jATE OF BIRTH (MM~OO.YEAR) 07114/2002 09/1311913 . (IF APPLICABLE) SURVIVING SPOUSE'S NAME' (LAST,-F1RSTANbMIObLE'iNITiAl) 1. Original Return ~ all o all 6. o 9. 4. Limited Estate Decedent Died Test~te (Allach copy ofWiil) Litigation Proceeds Received FIRM NAME. (If applicable) TELEPHONE NUMBER 717/241-4311 I OFF,e,"1. l.SE O.iL y . 17 - '71-3 FILE NUMBER 21 02 00663 COUNTY CODE YEAR NUMBER SOC-tAL SECLJRI1Y NUMBER 179-12-5062 IC/ THIS RETURN MUST BE FI1.ED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL'SECURITYNUMBER [:J' 5. Federal Estate Tax R.etum Required 1 8. Total Number of Safe Deposit Boxes 0: 11.Electior. total< under Sec. 9113(A) (A\tach Sch 0) Carlisle, PA 17013 35 E. High Street, Suite 203 -.-.-.----.----- ------..---...--- _.... _~_ __.__..____..___._ __._ _..__.__.____o.___.____~__~_ .,._....._____._._. .. ,_._."._..__..._____,.... > - __.._.u.____________._ __ _ __.._~_"._.....~___._.__.__.._,_.. - . OFFICIAL USE ONLY 12. Net Value of estate (Une 8 minus Une 't 't) (1) 105,000.00 ....._....~~._._..o~_~ (2) 100,216.21 (3) None (4) None _._._"..o_~_____. (5) 353,502.57 . ..._~_'__n.__._~ (6) None _._-,~._-_._. (7) 46,281.83 (B) 605,000.61 (9) 56,401.55 - .._--._~." -~ --.--. ---- ---------~ (10) 1,150.55 (11) 57,552.10 547,448.51 (12) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax nas not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (13) (14) 547,448.51 23,896.13 2,463.52 26,359.65 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ,~~.,.:'S"..::-:,..,_;_"7'..-.-,~ 20. 0: ..-BE 8URE TOANSWE.R Au:,"Q\lE8"ON8 ON.R~EI\S.E SIDE AND RECHECK MATH<~ ,; , .; n s ". :opyrlght 2000 form software only The Lackner Group, Inc. 15. Amount of Line 14 taxable at the spousal tax rate. x .00 (15) or transfers under Sec. 9116(a)(1.2) z 16.Amount of Line 14 taxable at lineal rate 531,025.05 .045 (16) 0 x ~ " 17.Amount of Une 14 taxable at sibling rate (17) .. x .12 :Ii 0 " ~ 18. Amount of Line 14 taxable at collateral rate 16,423.46 x .15 (18) 19, Tax Due (19) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 0" Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Tolal Gro.. Assola (tolal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities. & Liens (Schedule I) 11, Total Deducllona (total Lines 9 & 10) Form REV-1500 EX (Rev. 6.(0) Decedent's Complete Address: , STREET ADDRESS 1022 North College Street City sTAtepA ZIP'17013 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 i" Une 3, enter the difference. ThIs \s the OVERPA.YMENT. Check box on pege 1 Une 20 to reqll8St e refund 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. 8. Enter Ihe lotal of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF MUS, AGENT . 17 1 "---- PLEASE ANSWER THE FOLLOWING QUESnONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Y.. No a. retain the use or \n~rne of the property transferred;............................................................................. 0 181 b. retain the right to designate who shall use the property transferred or its income;................................ 0 ~ c. retain a reversionary interest: or............................................................................................................ 0 ~ d. receive the promise for life of either payments, benefits or care?.......................................................... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................... ............ ...................... ............... ................ 0 ~ 3. Did decedent own an Min trust for. or payable upon death bank account or security at his or her death?...... 0 ~ 4. Did decedent own an Individual Retirement Account. annuity. or other non.probate property which contains a beneficiary designation?............................................................................................................... ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESnONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have eummad this relurn. including eiccompanying-sciiedules an'dst3Isments.slld to the beSlofmy iinciWlecfg'e and"beli8i: i(istl\lQ, t:CITet:1 and complele. DeclaralFon of preparer other than the personal representative Is based on all infoflTlation of whlt:h preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING' RETURN .- --ADDRESS' -...-- .. - .., .-. . ..---. '--OATE Devoe W. GreeD SI~RM~~;~ORFILlNGRETURN Robert L. er.... SIGNA~EPi~H~NREPRE Dale F Sb.ughu:!, Jr. ~ C r: Carlisle Tax Payments and Credits: 1. Tax Due {Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount -. .--- - 2 3, 7-5 (J. 00" 1",250.00" Total Credits (A + a + C) 3. Interest/Penalty if applicable D. Interest E. Penalty ~9 West Old York Road Carlisle, P A 17013 AODRES'S- -ADDRESS 361 York Road Carlisle, P A 17013 35 E. High Street, Suite 203 Carlisle, P A 17013 (1) 26,359.65 (2) 25,000.00 (3) (4) 0.00 (5) (SA) (58) 1,359.65 1,359.65 //-//-o~ - bATE,' . For dates of death on or after July I 199 nd before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 1;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) (Ji)). 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. {l9116 (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. 1;9116 (a) (1 n. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is 12%) [72 P .S. ~9116 (a) (1.3)}. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent, whether by blood or aooption. '. SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Green, Devoe A. . RLI:NUMBER 21 - 02 - 00663 ----- ----- .----....._-- ...-- -.- ---..-- All real property owned solely or as a tenant In common must be rsportsd st fair msrket value. Fair market value is defined as the price at which property would be exchanged between a wiiling buyer and a willing seller L neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property wl1lcli Is ]olntly-owned wltn rtght of survivorship must 6e disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH i05,OOO.00 Lai,d and hnpro~vements located Iniiia'ifihWar,fofliieBorough ofCarlis[e;lmown~and numbered asu 1022 North College Street, Carlisle, P A, 17013, and being Cumberland County Tax Parcel Number 06-19-1643-047, value based upon attached appraisal of Larry Slusser, George L. Ebener & Associates. TOTAL (Also enter on LIne 1, RecapitulatiOn] . 105,000.00 IFileW 141 Paoe #11 . , APPRAISAL OF REAL PROPERTY LOCATED AT: 1022 North College Street Deed Book: 14-Q-471 Carlisle, Pennsylvania 17013 FOR: Estate of Devoe Green SHUGHART LAW OFFICE 35 East High S1reet, Carlisle, Pennsylvania 17013 AS OF: July 14, 2002 BY: Larry W. Slusser Certified Residential Appraiser George L. Ebener and Associates, REALTORS 139 West High Street Carlisle, Pennsylvania 17013 FOIl1l GA1 - "TOTALfor Windows" apprais~ softwara by a ia mode, Inc. -1-800-AlAMODE Ifile No. OB-02-14\ Paoe #2\ , Rle No. 08-02-14 August 28, 2002 Larry W. Slusser, Certified Residential Appraiser George L. Ebener & Associates, REALTORS 139 West High Street Carlisle, Pennsylvania 17013 Mr. Dale F. Shughart, Jr. Shughart Law Office 35 East High Street Carlisle, Pennsylvania 17013 RE: Estate of Devoe Green Dear Mr. Shughart: Pursuant to your request, I have prepared a Complete Appraisal, Summary Report for 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 the applicabl.e value influencing economic conditions and has been processed in accordance with nationally recognized appraisal guidelines. The value conclusions stated herein are as of the date as stated in the body of the appraisal and contingent upon the certifications and limiting conditions attached. Please do not hesitate to contact me or any of our staff if we can be of additional service to you. Respectfully, ~- . Larry W. Slusser Pennsylvania State Certified Residential Appraiser form DCVR - "TOTAL for Windows' appraisal software by . I. mode, inc. -l-BOO.ALAMODE " SUMMARY OF SALIENT FEATURES Subject Address 1022 North College street Legal Oescription Deed Book: 14-Q-471 Cill Cartisle County Cumbertand state Pennsylvania ~p Code 17013 Census Tract 3240-0120.00 Map Relerenc, 19-1643 Sale Poce Oate 01 Sale $ nla n/a Borrow,r I Client Lender Estate of Devoe Green nla Size (Square Fee~ 1.445 Poc, per Square foot $ n/a Location Average Age 52 Years Condition Average T otaJ Rooms 5 Bedrooms 2 Baths Appraiser Oate of Appraised Value Larry W. Slusser, Certified Residential Appraiser JUly 14, 2002 (Retrospective Market Value as of Date of Death) Final Estimate of Value $ 105,000.00 Form SSO - "TOTAL for Windows" appraisal softWare by a la mode, inc. -1-BOO-ALAMOOE ifiie No. 08-02-14\ Paoe #31 , IFile No. 08-02-141 Pooe #41 o......Deorr'ntion UNIFORM RESIDENTIAL APPRAISAL REPORT fileNo. 08-02-14 Pron....Address 1022 North Collene Street City Cartisle State PA nn Code 17013 Lenal Oesenntion Deed Book: 14-Q-471 coUll';; Cumbertand Assessor's Parcel No. 06-19-1643-047 TaxYear 02-03 R.E. TaxesS 1487.14 SnecialA"essments' 0.00 Borrower n/a Current OWner Devoe Green and Ida Green Occunant rx1 Owner r Tenant n Vacant Pron....nnht~raised rx1 FeeSimnle rl Leasehold ProlectTvne II PUO II CondominlumlHUONAonlv\ HOAS n/a /Mo. Neinhborhood or Prolect Name Borouoh of Cartisle-Fifth Ward Man Reference 19-1643 Census Tract 3240-0120.00 Sale Pnce S n/a Dale of Sale n/a Descnnllon and S amount of loan charnes'concesslon, to be no'd h. seller n/a Lender/Client Estate of Devoe Green Address SHUGHART LAW OFFiCE 35 East Hinh Street Cartisle Penna. 17013 Annr~ser La~W. Slusser Certified Annraiser Address 139 West Hiah Street Cartisle PennSviVania 17013 Location D Uillan [8J Subuillan U Rural Predominant p~r8!e family hO~~'M' ProsenUand use % Built up [g] Over 75% D 25-75% D Under 25% occupancy $(000) (yrs) One family 75 Growth rate D Rapid [g] Slable D Slow [g] Owner 50 Low New 2-4 family 5 Property values [g] Increasing D Slable D Declining D Tenard 175 Hioh 100+ Multi-family 5 Demand/supply D Shortage [g] In balance D OVersupply [g] Vacard (0-5%) u....C? I Predominant L.u Commercial 5 Marketinn time n Under 3 mos. fYi 3-6 mos. n OVer 6 mos. Pi Vac.'over 5%\ 110 40+ InduslJial 10 Note: Rae. and the racial COlli position af the neighborhood are not appralaaJ factOIL Neighborhood boundaries and charactenstics: The sublect neinhborhood is bounded on the North bv Carlisle Borouoh boundarY line on the East bv N. Pitt Street on the South bv "B" street and on the West bv "B" Street and Waoooners Gao Road. Factors that affect the marketability of the properties in the neighborhood (pro~mity to employment and amenities, employment stability, appeal to market, etc.): The sublect nronertv is tocated within the Borouoh of Cartisle in a oleasant neiohborhood of well maintained homes. There is an increasino demand for nronertv in this neiohborhood. Cumbertand Countv offers a wide ranoe of emnlovment onnortunities and eniovs one of the lowest unemnlovment rates within the Commonwealth of Pennsvlvania. Schools shoDoinn recreation and other maior amenities are located within walkino or a short drivino distance of the subiect. Land use change [g] Not likely D Likely D in process To: nla Market conditions In the subject neighborhood (including support for the above conclusions reiated to the trend of property values, demand/supply, and marketing time .. such as data on competitive properties for sale in the neighborhood, descnption of the prevalence of sales and financing concessions, etc.): Countv tax records and MLS statistics show orices to be increasino. The MLS shows that the ~icat marketino time for the area is three to six months. Mortnaoe funds are readilv available wilh conventional loans beino 5.875% to 6.50% interest fixed 30 year 95% mortnane wilh uo to three ooints. Sellers are not reouired to offer sales or financino concessions but seller assistance is occumno. Projettlnformation for PUDs (II appiicable) - -Is the developer/builder in control of the Home OWners' Association (HOA)? D Yes D No nla Appro~mate total number of units in the subject project nla Appro~mate total number of units for sale In the subject project nla Describe common elements and recreational facilities: nla Dimensions 50' X 200' X 50' X 200' Topography Slonino towards rear Site area 0.23 Acre Comer Lot D Yes [g] No Size Averaoe for neiohborhood Specific zoning classification and descnption R-2 Medium Densitv Residential Shape Rectanaular Zoning compliance [g] Legal J;J Legal nonconf~ing (Grandfathered use) D Illegal D No zoning Drainage Adenuate Hi"hest & best use as imnroved: IVI Present use I I Other use lexnlain\ n/a View Averane Street Utilities Public Other Off-slla tmprovements Type Public Pnvate Landscaping Averaoe for neinhborhood Elecbicity [g] Street Paved Macadam [g] D Onveway Sulleee Macadam Gas [g] Cuill/gutter YeslYes - cement [g] D Apparent easements Standard Utilitv Water [g] Sidewalk Yes - cement [g] D FEMA Special Rood Hazard Area D Yes [g] No Sanitary sewer [g] Street lights Yes - on utility poles _ ~ g FEMA Zone C Map Date 213/82 Storm seWer r, AII/>V Yes - caved macadam IXI I I FEMA Man No. 4253820001 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.): standard easements for electric telenhone etc... There are no known or aODarent adverse easements encroachments or conditions that would neoativelv imnact on the value of the subrect nrooertv. GENERAL DESCRiPTION EXTERIOR DESCRiPTION No. of Units 1 Foundation ConcreteBlock No. of Stones 1.5 Extenor Walls StoneMnvl Type (Oet./Att.) Detached Roof Surtace Comn. Shinn Ie Design (Style) 1.5 Storv Gutters & Ownspts. Yes - metal E~sting/Proposed Existino Window Type Double Huno Age (Vrs.) 52 Years StomvScreens ThermolYes Effective Aoe /Vrs. \ 15-20 Manufactured House No ROOMS F~er Livinn Oininn !Gtchen Basement Level 1 Level 2 FOUNDATION . Slab None Crawl Space None Basement Yes Sump Pump Floor drain Dampness Yes Settlement None observed Infestation None observed Familv Rm. Rec. Rm. Bedrooms BASEMENT Area Sq. Ft 1 075 % Rnished 0% Ceiling Unfinished Walls Conc.Block Roor Cement Outside Entry Yes INSULATION Roof Ceiling Walls Roor None Unknown none o [g] D D D [g] Den # Baths leundN Other Area Sn. Ft 1075 1025 420 1 1 1 Rnished area above nradecontains: 5 Rooms' 2 Bedroomls\: 1 Bath "s\ . 1 445 S uare Feet of Gross Li~nn Area INTERIOR Matenals/Condition HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Roors Camet wood Type FHA Refngerator D None D f.7\ Walls Plaster Rreplace(s) # 1 "" None D Fuel Gas Range/Oven [g] Slairs D Patio None D Garage Tnnl'Rnish Wood/nainted Condition Averaoe Disposal [g] Drop Slair D Deck None Attached Bath Roor Camet COOLING Dishwasher D Scuttle 0 Porch 2 ~ Oelached Bath Wainscot Ceramic martite Central X FanlHood [g] Roor [g] Fence None D Built-In Doors Wood - HC Other n/a Microwave D Heated g Pool None D All of the above in averane condo Condition Averaoe WasherlnNer n Rnished I I Outside FP . i";(i ~:~ Additional features (special energy efficient items, etc.): Electric service is 1 DO AMP circuit breakers Hone'~ell humidifier on fumace 40 0' II 1:' hot water heater outSide firenlace ooen covered norch on side and front. a on as Condition of the impr~vements, d:preciation (physical, functional, and external), repairs needed, quality of construction, remodeling/additions etc' The ho h ~heen well ~'nta'ned and IS ,n .ave::e condition. There were no aooarent functional inadeouacles. The con~truction nualitv is tvnica~~r as P:V::~:I' den~e~~~::~t~d a~~~~:~~ ~ :~: ~~I~~~~:rr:~:~::n~~:~o maintenance condition and comnartson to comnetinn neiohborhoods. ~:;~~;~:~~~i~e:~~~~~~~~~;~~~~a~, but n~~:~~~~~d~~Sa~~~~ :~~b~:~e~~~~~p~~sent in ~~ im~~:ements, on the sfte, or in the I orooertv but the client should be advised of its nossible existence. It Is assumed lh aat'n~?,a bt, e resenl.The market does not oenalize the reUOIe Mile form 70 om n IS no, oreSent. 'See Addendum) ___... .... PAGE 1.oF2 #ofcars 2 Fannie Mae Form 1004 6/93 , It-He NO. Uti-U~- HI t"aae 11'01 Iluation Sllction ESTIMATEDSITEVALUE . . .............- $ ESTIMATED REPROOUCTION COST-NEW-OF IMPROVEMENTS: Owelllng 1,445 Sq. Fl. @$ = $ . 1 075 Sq. Ft. @$ = UNIFORM RESIDENTIAL APPRAISAL REPORT FileNo. 08-02-14 Garage/Carport _ Sq. Fl. @$ = Total Estimated Cost New. ..........= $ Less Physical Functional Extemal Depreciation I I = $ Depreciated Value of Improvements . =$ "As.is"Value of Site Improvements. . .. ............... -$ INDICATED VALUE BY COST APPROACH . ..... ....... ~$ n/a ITEM I SUBJECT COMPARABLE NO. 1 COMPARABt.E NO.2 COMPARABt.E NO.3 1022 North College Street 45 "'" Street 436 "C" Street 536 "C" Street Address Ca~isle, Pennsvlvania Ca~isle Pennsvlvanla Ca~isle Pennsvlvania Ca~lsle Pennsvlvania Proximitv 10 Subiect .'. .. . .... " 4 Blocks northeast. 4 Blocks southwes1. 5 Blocks southwes1. SalesPnce 1$ n/a....I$ 95000.;....:.:1$ 995001':""...1$ 118500 PricelGross Livino Area 1$ n/a <PI$ 93.60 <PI;.;..... .... $ 74.25 <PI....'..;.. 1$ 74.06 <P I..:)',.,., Data and/or MLS; Exterior Inspection, MLS; Exterior Inspection Exterior Inspection. Venfication Source Insoection Court House Records Court House Records Court House Records VALUE AOJUSTMENTS OESCRIP110N DESCRIP110N: +1-1$ Adiust. DESCRIP110N: +1-1$ Adlust. DESCRIP110N: +1-1$ Adiust. Sales or Rnancing ...;., .'.;., Conv.Financing FHA Financing Conv.Financing Concessions ., .:,,: "" ,', No Concessions Seller Assist .3000 No Concessions Date of SaleiTime . '. 3/9/2001 : +1 700 1/31/2002: 11/1/2001 Location Averaoe Averaoe: Averaae Averaae LeaseholdlFee Simnle Fee Simole Fee Slmole: Fee Simole Fee Simole Site 0.23 Acre 0.19 Acre : +1 000 0.17 Acre : +1 000 0.65 Acre View Averaoe Street Averaae Street : Averaoe Street : Averaoe Street : Desinn and Anneal 1.5 Story/Good Similar/Good: Similar/Good: Similar/Good Oualitv of Construction Averaoe Averaoe: Averaoe: Averaoe Aoe 52 Years 52 Years: 56 Years: 54 Years Condition Averaoe Averaoe: Averaoe: Averaoe Above Grade Total: Bdrms: Baths Total :Bdrms: Baths: Total :Bdrms: Baths: Total :Bdrms: Baths: Room Count 5 : 2 : 1 4: 2 : 1 : 7 : 3 : 1.5: -1,500 5: 3 : 1.5 : Gross Livino Area 1 445 So. Ft. 1 015 Sn. Fl. : +6 500 1 340 Sn. Ft. : +1 600 1 600 Sn. Ft. : Basement & Rnished Basement Basement Basement, Basement Rooms Below Grade Unfinished FR half-bath -2500 Familv Room -1 000 Unfinished Functional Utilitv Averaae Averaoe: Averaoe Averaoe Heatino/Coolino FHA/Cent.Air FHA/Cent.Air: FHA/Cent.Air: FHA/Cent.Air Enernv Efficient Items Averaae Averaoe: Averaoe: Averaoe Garane/C.mort 2 Car Garaoe 1-Car Garaoe : +2 000 None : +4 000 2-Car Garaoe Porch, Patio, Deck, 2 Porches Porch, Patio Porch +500 2 Porches Fireolace!s!. etc. Fireolace None ,+1 500 None +1 500 Fireolace Fence Pool etc. None Fence : -500 None None Extenor StoneMnvl S1oneMnvl: Vinvl : +3 000 BrickMnvl Net Adi.ftotal\ "c.' IX1 + n - '$ 9,700 IX1 + I 6100 n + IX]- '$ Adjusted Sales Pnce .... ..... .').." 'hi..... ;"1 Ii'; ......... '.;./....".;,.../.:.>:.1 of Comoarable '.. ,::'r...'......Y;;,;.j $ 104 700 I:'. .,.....("......'>! 1 05,600"'" ;.,....,... $ 110 700 Comments on Sales Companson (including the subject property's compatibility to the neighborhood, etc.): After a thorouoh search of all available data the comoarables chosen were considered the best available. Adiustments were made to reflect substantial differences between the comoarable orooerties and the subiect. The adiustments that were made.reflect the wical actions of buvers and sellers in the ma~etolace. All comoarables were considered eauallv. Stte adiustments made based on stte size. Room count adiustments made at $1500 oer half-bathroom. Size adiustment for aross Iivino area above orade made at $15 oer sauare foot of difference. Below Grade room adiustments were made at $1000 oerroom and $1500 oer half-bathroom. Comoarable Sale number 1 is more than 1 vear old. ISee addendum\ ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Pnce and Data 6/7/1951 3/12/1999 9/14/1949 10/18/1999 Source, lor pnor sales $ 1.00 $ 80,000.00 $ 1.00 $ 90,000.00 within vearol ann""sal Deed 14-0-471 Deed Book 195 Paoe 771 Deed Book 14-G-108 Deed Book 209 Paoe 1117 Analysis 01 any current agreement at sale, option, or listing of SUbject property and analysis 01 any plior sales of subject and companables within one year of the date 01 appraisal: Prior sales of the comoarable orooerties occurred more than one vear aao. The subiect is currentlv not under contract nor listed in the aDen market. The date of last orior sale for the subiect and each comoarable is shown above. INDICATED VALUE 8Y SALES COMPARISON APPROACH $ 105 000.00 INOICATED VALUE 8Y INCDME APPROACH (if Aoolicable\ uUE;ti;;;~;d'M~~R~;;iuu~u u~i~uuuu'M~~G;~;;R;~iM~rti~li~;u~i~u ,$ n/~ This appraisal is made I6J "as is" 0 subject to the repairs: alterations, inspections or conditi~ns listed below . U SUbject to completion per plans & specifications. CondnlOns of Apprmsal: No wanrantv of thiS aoaralsalls oiven or .molled. No Ioabilitv is assumed for the structural and/or mechanical elements of the subiect. Final Reconciliation: Due to the lack of rental data the Income Aonroach was considered inaoorooriate and not utilized. Greatest weicht was , oiven to the Sales Comoarison Annroach as it reflects the tvoical actions of buvers and sellers in the ooen ma~et. **Retrosoective Market Value as of Date of Death The purpose of this appraiSal is to estimate th~ market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent and hmlUOg conditions, and market value definition that are stated in the atteched Freddie Mac Form 439/FNMA lorm 1004B (Revised June 1993 ). I (WE) ESTIMATE TIlE MARKET VALUE, AS DERNED, OFTIlE REAL PROPERTY TIlATIS TIlE SUBJECT OF TIllS REPORT, ASOF Julv 14 2002". (WHICH I~STHE DATE OF INSPE9J N ANDTIlEEFFECTlVE DATE OF TIllS REPORl) TO BE $ 105,000.00 APPRAISER: /L~ -;7 . SUPERVISORY APPRAISER (ONLY IF REQUIRED): Sionalure ~......-- Sionalure 0 Did 0 Did Not Name Larrv W. Slusser, Certified Residential Appraiser Name Inspect Property Date Report Sioned August 28, 2002 Date Renort Sioned State Certification # RL-000802-L StaJe PA State Certification # I ;oonoo .. nl~ ~"". Or ""'te License 11 Comments on Cost Approach (such as, source 01 cost estimate, site value, square loot calculation and tor HUD, VA and FmHA, the estimated remaining economic life of the property): The Cost Aooroach oenerallv will result in an excellent estimate to value if the buildino is new or reasonablv new and the imorovements reflect the hiohest and best use of the land, However when ttems of ohvsical deoreciation and obsolescence must be estimated an area of I iudoement is involved which is subiect to error, The Cost Aooroach was not utilized due to the aoe of the subiect I orooertv. -4 000 -1,500 -2300 7800 ~r!ddl! MM ~orm 70 SJ9~ State Stale PAG~ 2 O~2 Form UA2 - "TOTAL for Windows" appraisal software by a la mode, inc. -1-800-ALAMODE Fannie Mae Form 1004 6-93 , - Borrower/Client nla Prone"" Address 1022 Norlh Colleoe street Ci'" Carlisle Counlv Cumberland State PA Iin Code 17013 Lender Estate of Devoe Green Supplemental Addendum Il1leNo.U~.U2-141 ~ Rle No 08-02 14 URAR: Adverse Environmental Conditions Cont'd: If the client has a concern, then a qualified expert in this area should be contacted. There are no known or apparent adverse environmental conditions that would negatively impact on the sale of the property. . URAR: Sales Comparison Approach Cont'd: Comparable Number 1 was used because it is so similar to the subject and located within the same marketing area. The Date of Salemme adjustment was made based on the appreciation rate calculated by the Central Penn Mull-List. The gross living area on comparable number 1 is less due to the upper level of the comparable not being finished. Estimated indicated value can also be determined by using the Gross Adjustment of sale price for each comparable (comp) as a measure of relative quality of the compo A lower adjustment indicates a better comp, and vice versa. The ratio of gross dollar adjustment to sale price for each of the comps is used to calculate the weight each comp should have in a weighted calculation. This weighted calculation is used to also indicate the estimated value of the subject. As with any method this technique is not perfect. However it does do a very good job of giving more weight to the most similar comps while at the same time minimizing values near the extremes of the indicated value range. The estimated weighted value is: $ 107,500.00. SPECIAL LIMITING CONDITIONS: This appraisal is not a home inspection and the appraisers are not acting as home inspectors when preparing the report. The borrower has the right to have the home inspected by a professional home inspector. When performing the inspection of this property, the appraisers visually observed areas that were readily accessible. The appraisers are 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 guaranties of any kind. If the property is sold, this appraisal is subject to satisfactory inspection reports including, but not limited to: wood infestation, radon, building inspections, etc. . URAR: SUPPlemental Certifications I certify that, This COMPLETE APPRAISAL- SUMMARY APPRAISAL REPORT was prepared by Larry W. Slusser for the exclusive use of Dale F. Shughart, Jr., for use in estimating market value for the estate of Devoe Green. Estimated market value is the most probable price in terms of cash or in terms of financial arrangements equivalent to cash. Mr. Shughart is considered to be my client. The information and opinions contained in this appraisal set forth the appraisers' best judgment 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 at the sole responsibility and at the sole risk of the third party. I accept 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. 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, opinions, 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 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 Standard of Professional Appraisal Practice. - I.have made a personal inspection of the property that is the subject of this report. . No one provided significant professional assistance to the signer of this report. - This appraisal has been prepared in conformity with the requirements of the Code of Professional Ethics and the Standards of Professional Appraisal Practice of the Appraisal Institute. - The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. - Larry W. Slusser prepared this report. ,~-4 Lar . Slusser Certified Residential Appraiser Form TAOO - "TOTAL for Windows" apprajsaJ software by , I' mode, inc. -1-BOO-ALAMODE Irlle ~o. Uij-02-141 Paoe #91 DEFINITION OF MARKET VALUE: "!he most probable price which a property should bnng in a compelffive and open market under all conditions requisite to a tair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Im~icit in this detlnition is the consummation ot a sale as ot a specilied dale and the passing 01 title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well infonned or well ad~sed, and each acting in what he considers his own best interest; (3) a reasonable time is allowed tor exposure in the open market (4) payment is made In terms of cash in U.S. dollars or in tenns of financial arrangements comparable thereto; and (5) the price represents the nonnal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. . Adjustments to the com parables must be made for special or creative financing or sales concessions. No adjustments are necessary tor those costs which are normally paid by sellers as a result ot tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in ~rtualiy all sales transactions. Special or creative financing adjustments can be made to the comparable I'operty by comparisons to financing tenns ofiered 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 dotlar amount ot any adjustment should appro~male the markel's reaction \0 the financing or concessions based on the appraisers judgement. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraisers certification that appears in the BPl'aisal report is subject \0 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 tide \0 it. The BPl'aiser assumes that the tide is good and marketable and, therefore, will not render any ~nions about the title. The property is BPl'aised on the basis of it being under responsible ownershIp. 2. The appraiser has provided a sketch in the appraisal reporl to show appr@mate dimensions ot the improvements and the sketch is included only to assist the reader of the report in viSUalizing the property and understanding the appraiser's detennination of its size. 3. The appraiser has examined the available 1I00d 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 Rood Hazard Area. Because the BPl'aiser is not a sUlveyor, he or she makes no guarantees, express or ifllll\ied, regardin\l this de\enninalion. 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 vaiue ot the land in the cost approach at its highest and best use and the improvements at their con1JibutOlY vaiue. These separate valuations of the land and improvements must nol be used in conjunction with any other appraisal and are invaiid ff 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, to~c substances, etc.) observed durtng the inspection 01 the subject property or that he or she became aware of durtng the nonnal research involved in pertonning the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent condmons ot the property or adverse environmental conditions (including the presence of hazardous wastes, to~c substances, etc.) that would make the property more or less vaiuable, and has assumed that there are no such conditions and makes no guarantees or warranties, eJC!l1!ss or implied, regarding the condition ot the property. The appraiser will not be responsible for any such conditions that do e~st or for any engineertng or testing that might be required to discover whether such conditions e~st. Because the appraiser is nol an expert in the field 01 en~ronmental hazards, the appraisal report must not be considered as an environmental assessment ot the property. 7. The appraiser oblained the infonnation, estimales, and opinions that were expressed in the appraisal report from sources that he or she considers \0 be reliable and believes them \0 be true and conrect. The appraiser does nol assume responsibility for the accuracy of such Items that were furnished by other parties. 6. The appraiser will not disclose the contents of the appraisal report except as pro~ded for in the Unifonn Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion tor an appraisal that is sublect \0 salistactOlY completion, repairs, or alterations on the assumption that completion of the improvements will be pertonned in a wmtonanlike manner. 10. The appraiser must pro~de his or her plior W1itten consent before the lender/client specified in the appraisal report can distribute the appraisal report Iincluding conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the finn 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 federaily approved financial institution; or any department, agency, or instrumenlaiity of the United States or any slate or the District of Columbia; except that the lender/client may distribute the property descrtption section of the report only to data collection or reporting service(s) without ha~ng to obtain the BPl'aiser's prior wrtllen consent. The appraiser's written consent and approvai must also be obtained before the appraisal can be conveyed by' anyone to the public thrOlllJh advartising, public relations, news, saies, or other media. Freddie Mac Fonn 439 6-93 Page 1 of2 Fannie Mae Fonn 1004B 6-93 IFiIe No. 08-02-141 Paoe #101 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject marf<et 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 marf<ef reaction to those items of significant vanation. If a Significant item in a comparable property is supenor to, or more favorable than, the subject I'Operty, I have made a negative adjuslment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is infenor to, or less favorable than the subjectl'Operty, I have made a positive adjustment to increase the adjusted sales pnce of the comparable. 2. I have taken into consideration the facto" that have an impact on value in my development of the estimate 01 marf<ef value in the appraisal report I have nol knowingly withheld any significant information hom the appraisal report and I believe, to the best of my knowledge, that all statements and Information in the appraisal report are Ime and correct 3. I stated in the aP\lffiisal report only my own Il'l"onal, unbiased, and prolessional anaJysls, crinions, and conclusions, which are subject only to the contingent and limiting condilions 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 pe"onal interest or bias with respect to the participants in the transaction. I did nol base, either partially or completely, my analysis andlor the estimate of marf<et value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national ongin of either the prospective owne" or occupants of the subject property or of the present owners or occupants of the properties in lhe ~cinily of lhe subject property. 5. I have no present or contemplated future interest in lhe SUbject property, and neither my current or future employment nor my compensation for pertorming this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predefermined value or direction in value that favors the cause of the client or any related party, the amount ot the value estimate, the attanment of a specific result: or the occurrence of a subsequent event In order to receive my compensation andlor employment for pertonning the appraisal. I did not base the appraisal report on a requested minimum valualion, a specific valuation, or the need to approve a specific mortgage loan. 7. I pertormed this appraisal in conformity with the Unilorm Standar<!s 01 Professional AppraiSal Practice \hat were adopte<! and promulgated by \he Appraisal Standards Board of The Appraisal Foundation and \hat were in place as of the effective date of this appraisal, with the exception of the departure pro~sion of those Standar<!s, which <Joes not apply. I acknowle<!ge that an es~mate of a reasonable ~me for exposure in \he open marf<et is a condition in the definition of marf<et value and the estimate I developed is consistent with the marf<eting time noted in the neighborhood section of lhis report, unless I have otherwise stated in the retol1ciliatioo s'CCuon. 8. 1 ~ave personally inspected the 1ntenor and extenor areas of the subject property and the extenor of all properties listed as comparables in the appraisal report. I further certily that i have noted any apparent or known adverse condilions in the subject improvements, on the subject sife, or on any site w~in the immediate vicinity of the subject property of which I am aware and have made adjustments for these adve"e conditions in my analysis of the property value to the extent that I had marf<et evidence to support them. I have also commented about the effect of the adve"e condilions on the mar1<elabillty at the sublect property. 9 I personaliy prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relie<! on slgn~icanl professional assistance from any indi~dual or indi~duals in the pertormance of the appraisal or the preparation of the appraisal report, I have named such indMdual(s) and disclosed the specific tasks pertormed by them in the reconciliation section 01 this appraisal report. I certify \hal any individual so named is qualified 10 pertorm the tasks. I have not authonzed anyone to make a change fo any item in the report therefore, if an unauthonzed change is made to the appraisal report, I will lake no responsibility for if. SUPERVISORY APPRAISER'S CERTIFICATION: if a supervlsOlY appraiser signed the appraisal report, he or she certifies and agrees \hat: I directly supervise the appraiser who prepared the appraisal report, have re~ewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbere<!4 lI1rough 7 above, and am taking full responsibility lor \he appraisal and \he appraisal report. ADDRESS OF PROPERTY APPRAISED: 1022 Norlh College Street, Carlisle, PA 17013 APPRAISER: SUPERVISORY APPRAISER (only If required): Signature: I;; ~ Name: a . Slusser Cerlified Residential A raiser Date Signed: August 28, 2002 State Certification II: RL-000802-L or State License #: nla State: Pennsvtvania Expiration Date of Certification or License: June 30, 2002 Signature: Name: Dale Signed: State Certification #: or State License #: State: Expiration Date of Certification or License: o Did o Did Not Inspect Property Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 1004B 6-93 Form ACR - "TOTAL lor Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE lelle No. UB-U:!-141 Paae #81 Building Sketch Borrowerlclient Estate of Devoe Green Pron;;;;Address 1022 North Coue;;e Street C;;;; Cartlsle Gou"'" Cumbertand State PA Zin Gode 17013 Lender n/a .;. -,- ;la' 1S! j 41x ilo(ux u, .. .... ..... 'l'ot~~ "qy.~yeqr!i~ ..'n. . n_, .~ '.__~_ -;.' .! - ~ -, ,- .... '". ..". .. .... 0"'. i:4:': ,. .. ...,_,_ _, ,....,. _, n,_ _,_ 2., .!...... ...., ,- u ~.; ~. 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" ( .. ;. i .\'.....,. . ~!~ddle T NIlSI -- . \ \-- . 1 i' ~SI.\1on ill Comparable Photo Page lelle NoUij-U~-141 paoe #101 BorrowerlClient Estate of Devoe Green Prol\l!rtv Mdress 1022 North Collene Street Citv Carlisle Countv Cumbe~and State PA Zin Code 17013 Lender nla Comparable 1 45 "I" Street Prox. to Subject Sale P"ce Gross Uvil1!l Area Total Rooms Total Bedrooms Total Balhrooms Location View Site Qualily Age 4 Blocks northeast. 95,000 1,015 4 2 1 Average Average Street 0.19 Acre Average 52 Years Comparable 2 436 "C" Street Prox. to Subject Sale Poce Gross Uving Area Total Rooms Total BerJrooms Total Bathrooms Location View Site Qualily Age 4 Blocks southwest. 99,500 1,340 7 3 1.5 Average Average street 0.17 Acre Average 56 Years Comparable 3 536 "C" Street Prox. to Subject Sale Poce Gross Uving Area Total Rooms Total Bedrooms Total Bathrooms Location View Site Quality Age Fom PIC3x5.CR -"TOTAL for Windows" appraisal software by. I. mode, inc. -l-BOO-ALAMOOE 5 Blocks southwest. 118,500 1,600 5 3 1.5 Average Average Street 0.65 Acre Average 54 Years EXPERIENCE: 1998-PRESENT: 1990-1998: 1985-1990: 1983-1985: 1976-1983: LARRY W. SLUSSER Certified Residential Appraiser RL-000802-L Associate Broker and Appraiser George L. Ebener and Associates 139 West High street Carlisle, Pennsylvania 17013 Principal Broker-Appraiser Larry W. Slusser, REALTOR Real Estate Appraisals 909 Armstrong Road Carlisle, Pennsylvania 17013 Associate Broker and Appraiser Donald E. Diehl, Real Estate carlisle, Pennsylvania 17013 Associate Broker and Appraiser L.B. Phillips, REALTOR Carlisle, Pennsylvania 17013 REALTOR George L. Ebener and Associates Carlisle, Pennsylvania 17013 EDUCATION: The Pennsylvania state University APPraisal Courses-Residential Real Estate Appraisal, Advanced Real Estate Appraising and Real Estate Law, standards of Practices and Ethics for the Real Estate Appraiser. The Uniform Residential Appraisal Report, Appraisal of Vacant Residential Land, Valuing a Log Home, Preparing A Narrative Appraisal Report, Condominium Appraisals, Appraisal of Mobile Homes, Guidelines On Being An Expert Witness Appraiser, Construction Basics, Uniform standards of Professional Appraisal Practice, Understanding Depreciation and Marshall Swift Residential Cost. PROFESSIONAL LICENSES: Commonwealth of Pennsylvania REAL ESTATE ASSOCIATE BROKER-AB-043776-A RESIDENTIAL APPRAISER-RL-000802-L PROFESSIONAL MEMBERSHIPS: MEMBER: Carlisle Board of REALTORS, Pennsylvania Association of REALTORS, National Association of REALTORS. APPRAISAL EXPERIENCE AND CLIENTS: Appraisals for purposes of mortgage loans, buyers, sellers, estates, vacaant land, apartments, commercial and foreclosures have been made for the following partial list of clients in the State of Pennsylvaania. FINANCIAL INSTITUTIONS: Accubanc Mortgage Corportation, Army National Bank, Allied Mortgage Capital Corporation, American Home Bank, Commerce Bank, Cornerstone Federal Credit Union, Countrywide Home Loans, F & M Trust, Farmers Home Administration, Fidelity Bank, Financial Trust, First National Bank of Liverpool, First Union Mortgage Corporation, First United Mortgage Services, Franklin County Teachers Credit Union, Kennedy Mortgage Corporation, Lakeland Mortgage, Lakeview Mortgage Depot, M & T Bank, Members First Federal Credit union, Money Store Investment corporation, National City Mortgage, Orrstown Bank, PNC Bank, Penn Central National Bank, Peoples State Bank, Schuylkill Haven Trust Company, Security Pacific Finance Company, State street Financial Services, Superior Home Mortgage, United Federal Bank, United Guaranty Residential Insurance Company, Waypoint Bank, Washington Mutual Bank and York Federal. OTHERS: Attorneys and Individuals INSTRUCTOR CERTIFICATION: Larry W. Slusser had been certified and licensed by the Real Estate Commission of the Commonwealth of Pennsylvania under Real Estate Instructor (RI-000971-L) to teach the following courses: Real Estate Practice Real Estate Sales Real Estate Investment Appraisal of Residential Property Appraisal of Non-Residential Property Residential Construction '. COMMONWEALTH 01' PENNSVLVANIA. INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Green, Devoe A. SCHEDULE B STOCKS & BONDS All property Jolnlly-<>wned with right of eurvlvorshlp must be dlscloeed on Schedule F. ITEM NUMBER I 2 3 4 5 Three shares PP&L preferred B (41/2%)@ 67.75, CUSIP #69351U301 One share PP &L preferred A (4.40%)@67.50,CUSIP#69351U202 One share Lawmen's Lodge (see attached correspondance) DESCRIPTION 3,006.0120 shares Van Kampden Primate Rate Income Trust #3868-6057 $75,000.00 Federal National Mortgage Assn. Medium Term 6.42% Bond (Cambridge Investment Research account #5CR-I 08365) @ I 00.07812 ~ 75,058.60; accrued interest from 06/25/02 - 07114/02, 20 days out of 30 (.667 x 401.25 = 267.63) FILE NUMBER 2\ - 02 - 00663 UNIT VALUE TOTAl.. (Also enter online :I.-Recapltuleiion) VALUE AT DATE OF DEATH 203.25 67.50 0.00 24,619.23 75,326.23 100,216.21 Date olDeatlt Value: 07-14-2002 Name: DEVOE A GREEN Account: 38686057 Cash Equivalents: Investment Option Balance Accrued Int/Divs Notes NO CASH POSITION Total Caslt Value: Additional Notes: VAN KAMPEN PRIME RATE INCOME TR AS OF 07115/2002 QTY 3006.012 PRICE $ 8.19 TOTAL $24,619.23. TO LIQUIDATE THE ACCOUNT PLEASE PROVIDE THE FOLLOWING: LETTER OF TESTAMENTARY DATED WITHIN 60 DAYS WITH COURT SEAL, DEATH CERTIFICATE, NOTARIZED AFFIDAVIT OF DOMICILE, NOTARIZED lETTER OF AUTHORIZATION SIGNED BY THE EXECUTOR, AND TAX WAIVER. Other Securities: Security Description Symbol/Cusip Quantity Price Market Value Notes VAN KAMPEN PRIME RATE INCOME TR XPRTX 3006.012 8.21 $24,679.36 VALUE AS OF 07112/2002 Total Securities Value: $24,679.36 lW~Uni~~II!>1Natjon'il BantantnVachovia Bank, N.A. merged effective Aprill, 2002, and the combined bank is now Wachovia B~nk, N.A. First U~i~n - is a registered trademark ofWachovia Corporation. Securities and Insurance Products: Not Insured By FDIC Or Any Federal MAY LOSE VALUE Not a Deposit Of Or Guarenteed By A Bank Or Government Agency Any Bank Affilliaite Brokerage services offered through Wachovia Securities Inc., a registered broker-dealer and a separate, non-bank affiliate ofWachovia Corporation. Member NYSE and SIPC. *'*The price per share is based on the closing price at the end of regular trading hours for the date of death. Due to certain securities not priced on a daily basis, we can not guarantee that the price given was as of the date of death. The market infonnation contained herein, including but not limited to, prices, quotes and statistics, has been obtained from sources that we believe to be reliable, but we do not offer any guarantees as to its accuracy or completeness. October 14, 2002 TO WHOM IT MAY CONCERN Re: Lawmen's Lodge - Common Stock Original Shareholder In reference to Devoe Green's common stock share in Lawmen's Lodge, this lodge was sold in 1987 and all remaining shareholders received their allotment at that time. 1Jj1A'~);roj1'..#?~ Vincent Mahoney, Pres -~~"~"1:l!."",,.,,,,....,,,,,,",,~,,-,, -"",,'-~~""'"""""""'~~ ~"",,,,,,u"t UWt>IMtNT RESEARCH INe 56 E BURLINGTON AVE FAIRFielD IA 52556 TEl:(641)472-5100 FAX:(64J)470-1289 YOUR Brokerage Account AO(lOOOOO(l(l("5}~3CSFI 19MF Account Number: 5CR., 08365 Statement period: 06/29/2002 - 07/31/2002 111111111111I11I111111111111111..11,11111111111I1.111111,,1111 DEVOE A GREEN 1022 N COLLEGE ST CARLISLE PA 17013-1308 Valuation at a Glance (excluding Annuities) . This Period $75,611.55 0.00 ,401.25 0.00 401.68 375.00 $75.986.98 YOUR FINANCIAL ADVISOR IS: JOHN CARBAUGH (717) 243-8777 Beginning Account Value Deposits Withdrawals Intra-Account Movement Income Received ChanRe in Market Value Ending Account Value Asset Allocation V.I.e V.I.. Perc.nt Last Period This Period Allocation Cash an~ (Oln t~Ulvolent\ 799,05 799M, 1% Fixed Income 74,812.50 75,187.50 99% A([ounl Total $75.611.55 $75,986.98 1 0001o Year-to.Pate $0.00 149,880.14 -151,090.82 75,016.38 2,010.16 171:12 $75.986.98 Asset allocation percentages are rounded to the nearest whole percentage, Pog.lol5 . .ciO"nr1 Clearing Through ....,,;...... Divi5ion of Donaldson, Lufkin /I. Jenrette Securrties Corooratlon .,,,.,,"",,c.,,,.~.,,"' -.,,,....... ,.,,~ = = - - - - == '"""" = '"""" == -- == - - - -- -- - -- """'" == - -- !!!!!!!! Brookwcni Investment Advisors, Ine. 19 Brookwood Avenue. Suite 103 . Carlisle, PA 17013 Phone: 717.243.8777 . Fax: 717.243.7291 . Toll Free 888-230-1480 August 28, 2002 Dale F. Shughart, Jr. Attorney at Law 35 East High Street Suite 203 Carlisle, P A 17013 RE: Devoe A. Green Cambridge Investment Research Acct. No. 5CR-108365 Date of Death: July 14,2002 Dear Attorney Shughart: In response to your letter of August 16, 2002, I am in the process of preparing the necessary paperwork involving the investments of the above referenced client. In addition to the Short Certificate and Information Release Authorization, I need a Death Certificate and Affidavit of Domicile (included) in order to transfer Devoe's assets into an estate account. Tl~~e date of death investInent values in t.'1c Cal'nbridgc Investment Research account #5CR-108365 of Devoe A. Green (D/OID 07114/02) are asfollows: July 12 - $100.09375 July 15 - $100.0625 Mean - $100'h~f1 ~ The sale ofthe PP&L stock can be accomplished as soon as you can provide me with a death certificate for Mrs. Green, in addition to the death certificate for Devoe. Securities and Investments Advisory Services are offered through Cambridge Investments Research (CIR), Inc. A Registered Broker / Dealer, Member NASD I SIPe, and Federallv Registered Investment Advisor. Brookwood Investment Advisors and Cambridge !nvestntent Research are separate and unrelated companies. Dale F. Shughart, Jr. -2- August 28, 2002 Thank you for your attention to this matter. I look forward to working with you in the administration of Devoe's estate. John W. Carbaugh First Vice President - Investments JWC:las Ene!. cc: Devoe W. Green Robert L. Green ~ n a c :3- :z c 3 ~ ::!l ~ n '" '" = ~ m ~ n ~ .a " a ~ I Q>Q io:!>. ~~ g" ~g>a .g~. ~ :giltS! ~[~ ~m' ~g;'- ,<g~ On' .,t~~ f~ ~ is"" i ! I ~ m" ~ n ~ ~ g" I~)~ e: - !!!. .., ;C' .. ... 5' ,., o 3 .. '" " yo ~ u. <= ~ ~ 8 'C 2! '" 8 .... 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'" a ~ ~ ~ v, ~ ~ .. '" ~o ~ .. '. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCETA.XRETURN RESIDENT DECEDENT ESTATE OF Green, Devoe A. FILE NUMBER 21 - 02 - 00663 I nelude the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned wlth the right of Burvlvol1lhlp must be disclosed on schedule F. ITEM NUMBER I Clothing and personal effects DESCRIPTION VALUE AT DATE OF DEATH 0.00 10 2 Furniture, furnishings and household items, value based upon public auction prices 12,701.00 3 Citizens Bank, checking account #6100734552 Principal $26,328.78 Accrued Interest $84.69 26,413.47 4 Citizens Bank, savings account #6140713765 Principal $27,500.00 Accrued Interest $11.22 27,511.22 5 Citizens Bank, money market account #62200261419 Principal $95,004.77 Accrued Interest $53.93 This account was intended to be a Power of Attorney account but was opened as a joint account due to a bank error. 95,058.70 6 First Union Bank, Certificate of Deposit account #247412064099544 Principal $42,000.00 Accrued Interest $77.5& 42,077.5& 7 Waypoint Bank, Certificate of Deposit acount #&000039733 Principal $60,000.00 Accrued Interest $104.50 60,104.50 8 Orrstown Bank, Certificate of Deposit account #5060061129 Principal $45,000.00 Accrued Interest $152.26 45,152.26 9 Members 1st Bank, regular savings # 171619-00 Principal $31.96 Accrued Interest $0.00 31.96 Members 1 st Bank, investment savings # 171619-05 Principal $2,904.40 Accrued Interest $1.85 2,906.25 Totel of ContInuatIon Schedule(s) TOTAL (Also enter on Line 5, Recapitulation) 41,545.63 353,502.57 ,~ ~ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN Re.S\nEtIT DECEDENT ESTATE OF Green, Devoe A. --.._--- --- FILE NUMBER 21 - 02 - 00663 Include the r.roceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survlvorsh p must be disClosed on sc:hedule F. ITEM NUMBER II \2 13 14 15 16 17 18 19 20 21 DESCRIPTiON VALUE AT DATE OF DEATH 25,027.69 Members 1st Bank, Certificate'6fJ)eposit account #i1I619'~4b Plincipal $25,000.00 Accrued Interest $27.69 Cambridge Investment Money Market Account #3501839868 PrinciapI $397.80 Accrued Interest $0.43 398.23 1996 Chevrolet truck, value based on actual sale price 15,300.00 State Fann, auto insurance refund 187.33 The Sentinel, refund 59.21 Citizens Bank, check on hand dated 07105102 33.67 American General, check on hand dated 07108102 177.67 Citizens Bank, safe deposit box refund 12.00 Highmark, medical insurance refund 337.35 0.00 Sprint, refund 12.48 Page :2 oI'Schedule E .: CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 October 8, 2002 DALE F SHUGHART JR 35 E HIGH ST STE 203 CARLISLE, PAl 70 13 Estate of DEVOE A GREEN Date of Death: Ju114, 2002 SSN: 179-12-5062 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call 412.867.2299. Sincerely, :j~ tJJW David Wiltrout Operations Services .: CITIZENS BANK Account Number Account Title Tuesday, October 8, 2002 6100734552 DEVOE A GREEN Date Opened: 0112311984 Principal Bal as of 000 $26328.78 Account Type: 1M Int from Lasl Account Bal Posting to 000 as of 000 $84.89 $26413.47 YTD Int to 000 $930.34 6140713765 DEVOE A GREEN Date Opened: 05/05/1997 Principal Bal as of ODD $27500.00 Account Type: ST Int from Last Account Bal Posting 10 000 as of ODD $11.22 $27511.22 YTD Int 10 ODD $547.83 6200261419 DEVOE A GREEN ROBERT L GREEN Date Opened: 07/08/2002 Account Type: 1M Principal Sal as of 000 $95004.77 Int from Last Account Sal Posting 10 000 as of ODD $53.93 $95058.70 YTD Int to 000 $285.25 600289001165 DEVOE A GREEN Date Opened: 04/13/1993 Principal Sal as of 000 $0.00 Account Type: SD Int from Last Account Sal Posting to 000 as of 000 $0.00 $0.00 YTD Int to 000 $0.00 f~r~. Reference 10: 408526 First Union/Wachovia Attn: Account Verifications POBox 40028 Roanoke V A 24022-7313 August 23, 2002 DALE F SHUGHART JR ATTORNEY AT LAW 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: Customer: DEVOE A GREEN (SSN# 179-12-5062) Date of Death: July 14,2002 Deno,it Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412064099544 LEGAL TITLE, DEVOE ALLISON GREEN ROBERT L GREEN - POA $42,000.00 1129/1986 7/29/2003 $77.58 $883.17 '" Due to system limitations, we can only provide a twelve month average ba\ance on depository accounts. No Safe Deposit Box found for customer. CAP, BROKERAGE and SELF-DIRECTED IRA ACCOUNTS HAVE BEEN CONVERTED TO WACHOVlA SECURITIES. YOUR REQUEST HAS BEEN FORWARDED FOR PROCESSING and WILL BE MAlLED UNDER SEPARATE COVER. FOR QUESTIONS REGARDING CAP, BROKERAGE, or SELF-DIRECTED IRA ACCOUNTS PLEASE CALL WACHOVlA SECURITIES at 1-866-874-2717. ... Date of death balance does not include accrued interest. ... If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were .5f ;:R!:-7;t~iOd. Brenda Allen August 23, 2002 (540)563-7323 Phone Number Servicenter Associate abs; ses 001032 VlWaYRqint LOOK FOR US. WE'LL GET YOU THERE. 08/15/2002 DALE SHUGHART JR 35 E HIGH ST STE 203 CARLISLE PA 17013 fhe information which you requested on the account(s) of DEVOE GREEN :Social Security Number 179-12-5062) is/are as follows: "'ccount Number 8000039733 CERTIFICATE 12/24/97 60000.00 104.50 60104.50 :Iass of Account Jate Opened 'rincipal Balance ,,"ccrued Interest 3alance at Date of Jeath "ccount Ownership SOLE \lame of Joint Jwner, if any Jate Ownership lias Established \ccount Number :lass of Account Jate Opened 'rincipal Balance \ccrued Interest lalance at Date of )eath Iccount Ownership <ame of Joint )wner, if any late Ownership lVas Established ,dditional lformation ,equested Sincerely, l:M !1~ 't6~1 SENIOR SERVICES REP. PO. Box 1711, HARRISBURG. PeNNSYllIANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646)' IN YORK AREA 717/815-4500 . wwwwauoointbank.com OO~,~- ---Y/"';-V--, ORRSToWN BANK TO: Dale F Shughart Jr Attorney at Law 35 East High Street Suite 203 Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: EST ATE OF Devoe A Green DECEASED DATE OF DEATH: July 14, 2002 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (2) SAVINGS ACCOUNT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 5060061129 Devoe A Green 9/25/00 45,000.00 152.26 Date: 08/27/02 By: Timothea Customer Service Operator P.O. BOX 250 SHIPPENSBURG, PA 17257 TEL. (717) 532-6114 OCT-29-02 11:18 A~l MEt1BERS1ST Feu INS. DEPT 7177955178 F". C<::: MemberslST FEDERAL CREDIT UNION INSURANCE OEPPo.RTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg. PA 17055 1.800.283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account NumberlSuffix Date Account Oponed Principal Balance at Date 01 Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 171619 -00 10/23/1997 $31.96 $.00 $31.96 None INVESTMENT SAVINGS ACCOUNT: Account Number/SuHix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date 01 Death Total Principal and Accrued Interest Name of Joint Owner 171619 -05 10123/1997 $2,904.40 $1.85 $2,906.25 None CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued interest to Date of Death Total Principal and Accrued Interest Scheduled Maturity Date Name of Joint Owner 171619-40 1 VR 11/06/1997 $25,000.00 $2769 $25,027.69 11/05/2002 None October 29, 2002 Estate 0': OEVOE A. GREEN Date or Dsath: 07/14/2002 Social Security Number: 179-12-5062 '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY Green, Devoe A. FILE NUMBER 21 - 02 - 00663 ESTATE OF ThIs schedule must be compieted and flied 11ths answe,.illlll'liof_queatl()n1l1t1i':Ougl1~ol'l page 2 Is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF Include the name of the transferee, their relationship to decedent and the date of transfer. VALUE OF ASSET DECO'S EXCLUSION TAXABLE VALUE Attach a copy oOha deed for real estate. INTEREST (IF APPLICABLE) ITEM NUMBER Deferred Annuity (nonqualiflect) contract ;,ccolnii" #00 I 03 79761 with American General Life Insurance Company, owned with Robert Green and Devoe W. Green, his sons, as beneficiaries. Date of Death Value provided verbally by Carl Johnson of America General Life Insurance Company, 1-800-247-6584, to Dale F. Shughart, Jr.. Copy of quarterly statement dated 06/17/02 is attached. . -46,28L8:l 100% o~(j(j 46,28\.83 TOTAL (Also enter on line 7, Recapitulation) 46,281.83 .L1J.V 1. .a::..l'U. 'l.r\J. '" , I GENERAL . FINANCIAL GROUP American Gencnd Life lllsurancc Company Member American Generu/ Financial Group P.O. Box ]401 Houston, Texas 77251-1401 EQUITY BUILDER ADVANTAGE 4 STATEMENT OF ACCOUNT FROM 03/16/02 THROUGH 06/15/02 AGENT INFORMATION, TALBOT AGENCY, INC. JOHN BUGGY 500 GRANT ST # 2880 PITTSBURGH PA 15219-2502 i:.. DEVOE A GREEN 1022 N COLLEGE ST CARLISLE PA 17013 ANNUITANT, DEVOE A CONTRACT NO, OWNER'S TAX I.D. NO, ANNUITY TYPE, GREEN A36010268F 179-12-5062 NON QUALIFIED CONTRACT ACTIVITY, TRANS GROSS TRANS, CHARGESI NET TRANS. DATE TRANSACTION DESCRIPTION AMOUNT TAXES AMOUNT 04/05/02 SYSTEMATIC WITHDRAWAL 220.00 25.96 194.04 05/05/02 SYSTEMATIC WITHDRAWAL 212.89 25.12 187.77 06/05/02 SYSTEMATIC WITHDRAWAL 220.01 25.96 194.05 BEGINNING PERIOD CONTRACT VALUE, $ INTEREST CREDITED THIS PERIOD, $ 46,294.30 652.93 ENDING PERIOD CONTRACT VALUE, ENDING PERIOD SURRENDER VALUE, $ $ 46,294.33 45,368.44 FOR MORE INFORMATION YOU MAY CONTACT YOUR AGENT LISTED ABOVE, OR OUR OFFICE AT 1-800~247-6584. XBDOllOOOB05219B .1 ~ 00 0/ ~7 --..(; 9't--b/ ' :;2 ? / - '3 b 5"r ~.A.Q~ I -I.fOO~Z't j./ b5'D'7 ~ f4" IjU:<lvl 06/17/02 AUTOGENI . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT eSTATE OF Green, Devoe A. sam.J.EH FlN3W.EXPENSES& AlJl\llGTRATNE~Il:i j:-IL.E NUMBER 21 - 02 - 00663 Debts of decedent must be reported on Schedule I. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Devoe W. Green Robert L. Green Social Security Number{s) J EIN Number of Personal Representative(s): Street Address . West Old York Road City Carlisle Lf4 rf State P A Zip 17013 Year(s) Commission paid 2002,2003 Attorney's Fees Dale F. Shughart, Jr. (estimated) ITEM NUMBER A. FUNERAL EXPENSES: Hoffman Roth, funeral 2 Carlisle Memorial Service engraving 3 West Minister, grave opening 4 The Sentinel, Thank you message B. 2. DESCRIPTION AMOUNT 3. Family Exemption: (If decedent's address is not the same as claimant's. attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees Estimated 7. I Other Administrative Costs Register of Wills, Short Certificates 2 Cumberland Law Journal, advertisement Total of Continuation SchedUle(S) TOTAL (Also entsr on line 9, Recapitulation) 7,437.20 120.00 850.00 40.48 21,000.00 21,750.00 424.00 1,000.00 39_00 75.00 3,665.87 56,401.55 ESTATE OF 13 16 17 18 .. Scl.ueH FLnnII El.paI IS & Ad.iM.6eCc&tscxniUld COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Green, Devoe A. 3 The Sentinel, advertisement 4 Postmaster, certified mail 5 Larry Foote, appraisal 6 George L. Ebener, appraisal 7 Citizen Bank, lost safe deposit 'box key 8 Citizen Bank, checks 9 Kevin Wickard, auctioneer, commission and expenses of sale 10 Register of Wills, Inventory and Inheritance Tax II Bonnie Coyle, notary fees 12 Robert L. Green, trash removal Borough of Carlisle, sewer and trash 14 Hoffman Roth, death certificates 15 PP&L, electric National Federal Mortgage, hand recall fee Citizens Bank, resesarch fee Reserve for final expenses and filing account FiLlftiUMBER-- 2\ - 02 - 00663 - --~- - Page 2 of Schedule H 100.31 5.00 250.00 275.00 12.00 42.46 \,739.40 25.00 20.00 57.60 13.53 30.00 40.57 20.00 35.00 1,000.00 Schedule H, Part B1, Personal Representative Commissions Green, Devoe A. SS# 179-12-5062 711412002 1 Name Robert L. Green Soc Sec II 176-34-8599 Addre.. 361 York Road Veer Paid 2002/2003 City, State, Zip Carlisle PA 17013 Amt Paid 10,500.00 2 , Name Devoe W. Green Soc Sac II 164-36-7481 Addre..: 499 West Old York Road V_P1IId 2002/2003 City, State, Zip Carlisle PA 17013 Amt Paid 10,500.00 3 Name Soc See II Address Veer Paid City, Stete, Zip Amt Paid 4 Name Soc See II Address: Veer Paid City, State, ZIp Amt Paid 5 Nsme Soc See II Veer Paid Address: City, State, Zip Amt Paid 6 Name Soc See II Address: V_ Paid CIty, State, Zip Ami Paid 7 Nsme Soc Sec II Addre..: Veer Paid City, state, Zip Amt Paid '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA lNHERl1" olNee: i,l.)( RETURN RESIDENT DECEDENT ESTATE OF Green, Devoe A. Include unrelmburaed medical expenses. ITEM NUMBER I 2 3 4 5 6 DESCRIPTION Checks written berore de'lth;cl"anng afterde.th:' .. #512, Pennsylvania Blue Shield, premium $337.35 #511, Dale F. Shughart, Jr., $165.00 #508, Yellow Breeches EMS, ambulance $36.00 UGI; gas bill PP &L; electric bill Borough of Carlisle, sewer and water bill Sprint, telephone bill Manor Care, final nnrsing home bill FILE NUMBER 21 - 02 - 00663 - .- - -..---- -.- ~- --- TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 538.35 46.77 113.69 27.06 81.69 342.99 1,150.55 REV-1513 EX~ (9.(10) '. COMMONWEALTH OF PENNSYLVANIA INKERllANCE TAX RETURN RESIDENT DECEDENl SCHEDULE J BENEFICIARIES ESTATE OF Green, Devoe A. .. FILE NUMBER 21 .02 - 00663 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO AMOUNT OR SHARE DECEDENT OF ESTATE Do .Not Ust TNStee(S) I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Devoe W. Green 4q9 West Old York Road Carlisle, P A 17013 Son 39.5 % of Estate 2 Robert L. Green 361 York Road Carlisle, P A 17013 Son 39.5 % of Estate 3 Robert W. Green 1343 Centerville Road Newville, PA 17241 Grandson 3% of Estate 4 Robbyn M. Metz 468 Falling Church Road Landisburg, PA 17040-9738 Granddaughter 3% of Estate _ ContlnuaUon 5chadula(a) attachad Enter dollar amounts for distributions shown above on lines 15 through 18. as approprii:de. on Rev 1500 cover she~t IT. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART" - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE lAX RETURN RESIDENT DECEDENT eSTATE OF Green, Devoe A. SCHEDULE J BENEFICIARIES contInued I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY NUMBER TAXABLE DISTRIBUTIONS [include outright spous-al distributions, andtransfers.under- Sec. 9116(a}(1 ,2)1 Nathan Green-Calaman 837 N0l1h West Street, Apt. 2 Carlisle, PA 17013 5 6 Nicholas Columbus clo Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 7 Nicolle Lisse clO Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, P A 17040-9738 8 Koby Metz clo Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 9 KarIey Metz clo Mr. and Mrs. William Metz 468 Falling Church Road Landisburg, PA 17040-9738 10 Sean Potteiger clo Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 II Lea Potteiger clo Ms. Paula Potteiger 30 Faith Circle Carlisle, PA 17013 Carlisle, PA 17013 12 Hannah Reen clo Mr. and Mrs. John Reen 358 West Charlotte Street Millersville, PA 17551 13 John P. Garrity 1099 North College Street Carlisle, P A 17013 FILE NUMBER 21 - 02 - 00663 RELATIONSHIP TO DECEDENT Do Not List T~.t~.) Great -Grandson Great-Grandson Great- Granddaughter Great-Grandson . Great- Granddaughter Step Great- Grandson . Step Great- , Granddaughter . Step Great- Granddaughter NeighborlFriend AMOUNT OR SHARE OF ESTATE I 1/2 % of Estate 1 1/2 % of Estate 1 112 % Estate I 1/2 % Estate I 1/2 % Estate 1 1/2 % Estate 1 1/2 $ Estate I 112 % Estate 1 112 % Estate Page 2 of Schedule J *' SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Green, Devoe A. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(.)(1.2)] \ 4 Ray Bricker 1027 N0I1h College Street Carlisle, P A 17013 FILE NUMBER 21 - 02 - 00663 RELATIONSHIP TO DECEDENT Do Not L1at Truatll8(') Neighbor/Friend AMOUNT OR SHARE OF ESTATE ] l/2 % Estate Page 3 of Schedule J LAST WILL AND TESTAMENT OF DEVOE A. GREEN I, Devoe A. Green, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that my legally enforceable debts and funeral expenses, together with the expenses of the administration of my estate, including any state, federal or other death taxes payable because of my death, shall be paid from my residuary estate as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath each of the following individuals, who shall survive me, three (3%) percent of my Estate: A. My granddaughter, Robbyn M. (Green) Metz; B. My grandson, Robert W. Green. ITEM III: I devise and bequeath each of the following individuals, who shall survive me, one and one-half (1 1/2%) percent of my Estate: A. My great-grandson, Nathan Green-Calaman; B. My great-grandson, Nicholas Columbus; C. My great-granddaughter, Nicholle Lisse; (j~a.~~ D. My great-grandson, Koby Metz; E. My great-granddaughter, Karley Metz; F. My step-great grandson, Sean Potteiger G. My step-great granddaughter, Lea Potteiger; H. My step great-granddaughter, Hannah Reen; 1. My neighbor and friend, John Garrity; and J. My neighbor and friend, Ray Bricker. ITEM IV: I devise the rest, residue and remainder of my Estate of every nature and wherever situate in equal shares unto my two sons, Devoe W. Green and Robert L. Green, absolutely. ITEM V: I appoint my sons, Devoe W. Green and Robert L. Green, guardians of any property which passes to a minor. The principal of such share shall be deposited in an interest bearing account, all income thereon accumulated, and the principal and all accumulated income thereon delivered to the beneficiary upon attaining the age of eighteen (18). ITEM VI: I appoint my sons, Devoe W. Green and Robert L. Green, Executors of this my last Will and Testament. ITEM VII: I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this )..ry' day of September, 1999. , Y5~r< cZ.. ~.-z.-Le.-.--.. [SEAL] Devoe A. Gree The preceding instrument, consisting of two (2) typewritten pages, each identified by the signature of the Testator, was on the date thereof, signed, published and declared by Devoe A. Green, the Testator therein named, as and for his last Will, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, Devoe A. Green, Dale F. Shughart, Jr. and John J. Baranski, Jr., the Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. '6.-e...-v-rfl-e G.. ~/7"""""'-,_ estator ' .' ~ .~ ~'i ff> Subscribed, sworn to and acknowledged before me by Devoe A. Green, the Testator, and subscribed and sworn to before me by Dale F. shugha~, Jr., and John J. Baranski, Jr., witnesses, this .;:g't!:L day of September, 1999. ~{cy~~ NOTAIIIA&.IEAL ~NIIlI L. COYl.E, HOTAII' P'II'UC ~1I0 or CAIllJlU, CUMHIlLAH. C'UNlY IfY _"ION 1!XPI1l\!8 OCTO.E11 t 7 2002 COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHUGHART DALE F JR 35 EAST HIGH STREET SUITE 203 CARLISLE, PA 17013 nnn__ fOld ESTATE INFORMATION: SSN: 179-12-5062 FILE NUMBER: 2102-0663 DECEDENT NAME: GREEN DEVOE A DATE OF PAYMENT: 10/09/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2002 NO. CD 001709 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,750.00 I I I I I I I I TOTAL AMOUNT PAID: $23,750.00 REMARKS: ROBERT L GREEN C/O DALE F SHUGHART JR ESQ CHECK# 266 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS (Jv' . Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No 21 - 02 - 663 Date of Death 7/14/2002 Social Secur;\)' No. 179-\2-5062 Estate of Green, Devoe A. also known as Robert L. Green Devoe W. Green The Personal Representa.tive!s) ofthe-aboveEsta.t,,: deceased,-veritY that the items appearing in the follol/VirY;J ilwento,yu include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. I.D.No.: 19373 Personal Representative Signature: ~ .'f.J1AJ.w- Signature: Rci15eit L: Green ~ ~..,.~-<-- D~n.n- -' __un Attorney: Dale F Shughart, Jr. Esquire Signature: Address: 35 E. High Street, Suite 203 Address: 361 York Road Carlisle, P A 17013 Carlisle, P A 17013 Telephone: 717/241-4311 Telephone: (717) 243-0090 Dated: II!tt!PL..-- Personal Property Three shares PP &L prferred B(4 1/2%)@67.75,CUSIP#69351U301 203.25 One share PP &L preferred A(4.40%) @ 67.50 CUSIP #69335iU202 67.50 3,006.0120 shares Van Kampden Primate Rate Income Trust #3868-6057 24,619.23 $75,000.00 Federal National Mortgage Assn. Medium Term 6.42% Bond (Ccmbridge Investment Research account #5CR-I08365) @ 100.07812= 75,058.60; accrued interest from 06/25102-07114/02,20 days out 000 (.667 x 401.25=267.63 ) 75,326.23 Furniture, furnishings and household items, value based upon public auction prices 12,701.00 Citizens Bank, checking account #6100734552 Principal $26,328.78 Accrued Interest $84.69 26,413.47 (Attach additional sheets if necessary) Total Personal Property and Real Estate $564,841.13 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Green, Devoe A. No. 21 - 02 - 663 also known as Date of Death 7/14/2002 Social Security No. 179-12-5062 , Deceased 27,511.22 Citizens Bank Bank, savings account #6140713765 Prinicpal $27,500.00 Accrued Interest $11.22 Citizens Bank, money market account #62200261419 Principal $95,004.77 Accrued Interest $53.93 This account was intended to be a Power of Attorney Account but was opened as a joint account due to a bank error. First Union Bank, Certificate of Deposit account #247412064099544 Principal $42,000.00 Accrued Interest $ 77.58 Waypoint Bank, Certificate of Deposit account #8000039733 Principal $60,000.00 Accrued Interest $104.50 Orrstown Bank, Certificate of Deposit account #5060061129 Principal $45,000.00 Accrued interest $152.26 Members 1st Bank, regular savings #171619-00 Principal $31. 96 Accrued Interest $0.00 Members 1st Bank, investment savings # 171619-05 Principal $2,904.40 Accrued Interest $1.85 Members I st Bank, Certificate of Deposit account # 171619-40 Principal $25,000.00 Accrued Interest $27.69 Cambridge Investment Money Market Account #3501839868 Principal $397.80 Accrued Interest $0.43 1996 Chevrolet truck, value based on actual sale price State Farm, auto insurance refund The Sentinel, refund :1 95,058.70 42,077.58 60,104.50 45,152.26 31.96 2,906.25 25,027.69 398.23 15,300.00 187.33 59.21 . Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of Green, Devoe A. No. 21 - 02 - 663 Date of Death 7/14/2002 also known as , Deceased Social Security No. 179-12-5062 Citizens Bank, check on hand dated 07/05102 33.67 American General, check on hand dated 07/08/02 177.67 Citizens Bank, safe deposit box refund ]2.00 Highmark, medical insurance refund 337.35 0.00 Sprint, refund ]2.48 Prudential Financial, life insurance death benefit 6,122.35 Total Personal Properly $459,841.13 Real Estate Land and improvements located in the Fifth Ward of the Borough of Carlisle, known as ]022 North College Street, Carlisle, PA ]70]3, and being Cumberland County Tax Parcel value based upon attached appraisal ofLany Slusser, George L. Ebener & Associates 105,000.00 Total Real Estate 5105,000.00 3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1 162 EX{1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DALE F SHUGHART JR ESQUIRE 35 E HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 179- 12-5062 FILE NUMBER: 2102-0663 DECEDENT NAME: GREEN DEVOE A DATE OF PAYMENT: 11/12/2002 POSTMARK DATE: 0010010000 COUNTY: CUMBERLAND DATE OF DEATH: 07/14/2002 NO. CD 001831 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,359.65 I I I I I I I I TOTAL AMOUNT PAID: $1,359.65 REMARKS: ROBERT L GREEN CIO DALE F SHUGHART JR ESQUIRE CHECK# 274 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS , MARY C. LEWIS REGISTER OF WILLS /'}- /7-.3 \, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG~ PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DALE F SHUGHART JR ESQ 35 E HIGH ST STE 203 CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-23-2002 GREEN 07-14-2002 21 02-0663 CUMBERLAND 101 *' REY-1547EXAFPtDI-02l DEVOE A Amount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-,,=is4TEX--AFP--fiiFiii!rNiiYicE--O,,-i:-N"iiE'ifiTiiNCrYA"inrpPRXisEifENT-,--AL.i.-owiiticroR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GREEN DEVOE A FILE NO. 21 02-0663 ACN 101 DATE 12-23-2002 TAX RETURN WAS: [X I ACCEPTED AS FILED I CHANGED NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. .00 X 00 = .00 531,025.05 X 045 = 23,896.13 .00 X 12 = .00 16,423.46 X 15 = 2,463.52 (19)= 26,359.65 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED 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 C) 4. "ortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ 6. Jointly Owned Property (Schedule FJ 7. Transfers (Schedule GJ 8. Total Assets III 121 131 141 151 161 [71 105.000.00 100.216.21 .00 .00 353.502.57 .00 46.281.83 IBI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JJ 14. Net Value of Estate Subject to Tax (9) 1101 56,401. 55 1.150.55 [111 1121 1131 1141 NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 605,000.61 ~7.~~? ]0 547,448.51 .00 547,448.51 . PAYHENT 1+1 AHOUNT PAID DATE NUHBER INTEREST/PEN PAID I-I 10 09-2002 CDOO1709 1,250.00 23,750.00 11-12-2002 CDOO1831 .00 1,359.65 TOTAL TAX CREDIT 26,359.65 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1 IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A '"CREDIT'" (CRJ~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NO. 21-02-663 ESTATE OF DEVOE A. GREEN LATE OF BOROUGH OF CARLISLE FIRST AND FINAL ACCOUNT OF DEVOE W. GREEN AND ROBERT L. GREEN CO-EXECUTORS DATE OF DEATH: LETTERS GRANTED: FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS ACCOUNTING FOR THE PERIOD: July 14, 2002 July 23, 2002 August 2, 2002 July 15, 2002 to February 28, 2003 Purpose of the Account: Devoe W. Green and Robert L. Green, Co- Executors, offer this accounting to acquaint interested parties with the transactions that have occurred during their administration. The Account also indicates the proposed distribution of the Estate. It is important for additional discussed with: that the Account be carefully examined. Requests information, questions or objections can be Dale F. Shughart, Jr., Esquire 35 East High Street, nuite 203 Carlisle, PA 17013 (717) 241-4311 Attorney for Estate -1- SUMMARY OF ACCOUNT AND INDEX principal Pages Receipts Gains and Losses on sales or other dispositions Less Disbursements Balance Before Distributions Distributions to Beneficiaries 2,3,4 4 5,6,7 7 7 Principal Balance for Distribution 7 Income Receipts 8,9 Less Disbursements 9 Income Balance for Distribution 9 Combined Balance For Distribution 9 Proposed Distributions to Beneficiaries 10, 11, 12 RECEIPTS OF PRINCIPAL Real and Personal Property Cash: 1. Cash on hand. 2. Citizens Bank, checking account #6100734552 3. Citizens Bank, Savings account #6140713765 4. Citizens Bank, money market account #62200261419 5. First Union Bank, Certificate of Deposit account #247412064099544 6. Waypoint Bank, Certificate of Deposit account #8000039733 7. Orrstown Bank, Certificate of Deposit account #5060061129 -2- 211.34 26,413 .47 27,511.22 95,058.70 42,077.58 60,104.50 45,152.26 8. Member's 1st Bank, savings account #171619-00 9. Member's 1st Bank, investment savings account #171619-05 10. Members 1st Bank, Certificate of Deposit account #171619-40 11. cambridge Investment Money Market account #3501839868 12. State Farm, auto insurance refund 13. The Sentinel, refund 14. Citizens Bank, safe deposit box refund 15. Highmark, medical insurance refund 16. Sprint, refund Tangible Personal Property: 1. 1996 Chevrolet, truck, value based on actual sale price 2. Furniture, furnishings and household items, value based upon public auction prices Debts owed Estate: None Stocks and Bonds: 1. Three (3) shares PP&L preferred CUSIP #69351U301 2. One (1) share PP&L preferred CUSIP #69351U202 3. One share Lawmen's Lodge 4. 3,006.0120 shares Van Kampden Primate Rate Income Trust #3868-6057 -3- 31.96 2,906.25 25,027.69 398.23 187.33 59.21 12.00 337.35 12.48 15,300.00 12,701.00 0.00 203.25 67.50 0.00 24,619.23 5. $75,000.00 Federal National Mortgage Assn. Medium Term Bond account #5CR-108365 75,326.23 6. 33 shares prudential Financial common stock 1,030.43 Life Insurance: 1. Prudential Financial Life Insurance death benefit 6,157.72 Realty: Land and improvements located in the Fifth Ward of the Borough of Carlisle, known and numbered as 1022 North College Street, Carlisle, PA 17013 and being Cumberland County Tax Parcel #06-19-1643-047. 105,000.00 Subtotal - $565,906.93 Gains (Losses) on sale and other Disbursements: Federal National Mortgage Bond DOD Value $75,058.60 Redemption Value $75,000.00 (58.60) PP&L 3 shares 4.50% preferred stock CUSIP #69351U301 DOD Value @ 67.75 Sale price @ 67.25 ( 1. 50) PP&L 1 share 4.40% preferred stock CUSIP #69351U202 DOD Value @ 67.50 Sale price @ 66.50 (1. 00) Van Kampden Primate Rate Income Trust DOD Value $24,619.23 Redemption Value $23,296.59 (1,322.64) Prudential Financial Life, 33 shares Common stock DOD Value $31.225 Sale price $29.42 Subtotal - (59.57) TOTAL RECEIPTS OF PRINCIPAL (1,443.31) $564.463.62 -4- DISBURSEMENTS OF PRINCIPAL Checks written before death, clearing after death: #512 Pennsylvania Blue Shield, premium (337.35) #511 Dale F. Shughart, Jr., legal fees (165.00) #508 Yellow Breeches EMS, ambulance (36.00) 538.35 07/24/02 - Hoffman Roth, funeral 7,437.20 07/24/02 Robert L. Green, grave opening 850.00 07/28/02 - Sprint, telephone 81.69 07/29/02 - UGI, gas bill 17.55 07/31/02 - Sentinel, thank you message 40.48 07/31/02 - PP&L, electric 55.41 08/05/02 - Dale F. Shughart, Jr., ($1,056.00 fees) ($232.00 costs) 1,288.00 08/07/02 - Citizen Bank, order checks 42.46 08/07/02 - Manor Care, nursing home bill 342.99 08/10/02 - Borough of Carlisle, sewer and water 13.53 08/13/02 Carlisle Memorial Service, engraving 120.00 08/13/02 - Larry Foote, appraisal 250.00 08/20/02 - Citizen Bank, lost safe deposit box key 08/28/02 - UGI, gas bill 08/28/02 - PP&L, electric 12.00 17.55 58.28 08/28/02 - George L. Ebener, appraisal 08/29/02 - National Federal Mortgage, bond recall fee 275.00 20.00 09/03/02 - UGI, gas bill 11.67 09/06/02 - Borough of Carlisle, sewer and trash 13.53 -5- . , 09/06/02 - Dale F. Shughart, Jr., ($907.50 fees) ($187. 31 costs) 09/14/02 - Robert L. Green, trash removal 09/16/02 - Hoffman Roth, death certificates 09/28/02 - Borough of Carlisle, sewer and trash 10/02/02 - PP&L, electric 10/05/02 - Dale F. Shughart, Jr. ($1,815.00 fees) ($9.00 costs) 10/07/02 - Register of Wills, Inheritance Tax 10/10/02 - Citizens Bank - research fee 10/15/02 - Kevin Wickard, auctioneer's commission 10/18/02 - UGI 10/26/02 - Borough of Carlisle, Water and sewer 11/07/02 - PP&L, electric 11/07/02 - Dale F. Shughart, Jr., ($4,752.00 fees) ($8.00 costs) 11/11/02 - Register of Wills additional probate fees: $210.00 filing fees: $15.00 Inheritance Tax $13.00 Inventory 11/11/02 - Register of Wills, Inheritance Tax 11/11/02 - Devoe W. Green, Executor commission 11/11/02 - Robert L. Green, Executor commission -6- 1,094.81 57.60 30.00 13.53 40.57 1,824.00 23,750.00 35.00 1,739.40 7.67 13.53 27.78 4,760.00 238.00 1,359.65 5,250.00 5,250.00 , . 11/12/02 - Cambridge Investment Research, brokerage fees and commission 33.02 11/12/02 - Cambridge Investment Research, wire transfer fee 40.00 12/05/02 - Dale F. Shughart, Jr., ($3,184.50 fees) ($9.00 costs) 3,193.50 12/13/02 - Citizens Bank, wire transfer fee 12.00 12/13/02 - Cambridge Investment Research, wire transfer fee 20.00 01/03/03 - Dale F. Shughart, Jr., legal fees 01/03/03 - Bonnie Coyle, notary fee 957.00 20.00 02/05/03 - Dale F. Shughart, Jr., ($2,062.50 fees) ($9.50 costs) 2,072.00 02/13/03 - Cambridge Investment Research, Brokerage fees and commission 60.53 Subtotal - 63,385.28 Reserve for the following expenses: - Dale F. Shughart, Jr., legal fees 7,015.50 (estimated) - Income Tax Return preparation and taxes due (estimate) 1,000.00 - Final expenses (estimate) 1,000.00 - Devoe W. Green, Executor commission 5,250.00 - Robert L. Green, Executor commission Subtotal - 5,250.00 19,515.50 TOTAL DISBURSEMENTS OF PRINCIPAL $82,900.78 PRINCIPAL BALANCE BEFORE DISTRIBUTIONS $481,562.84 -7- . , PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES TOTAL DISTRIBUTION OF PRINCIPAL TO BENEFICIARIES $0.00 TOTAL DISBURSEMENTS AND DISTRIBUTIONS $ 82,900.78 REMAINING BALANCE OF PRINCIPAL FOR DISTRIBUTION PER ACCOUNT STATED $481.562.84 RECEIPTS OF INCOME Interest: (Posted February 28, 2003) 1. Citizens Bank, checking account #6100734552 7.98 2. Citizens Bank, savings account #6140713765 49.39 3. Citizens Bank, money market account #62200261419 269.95 4. First Union Bank, Certificate of Deposit account #247412064099544 1,111.33 5. Waypoint Bank, Certificate of Deposit account #8000039733 1,872.91 6. Orrstown Bank, Certificate of Deposit account # 5060061129 600.41 7. Members 1st, investment savings account #171619-05 17.65 8. Members 1st, Certificate of Deposit account #171619-40 243.95 9. Cambridge Investment Money Market Account #5CR-l08365 111.88 10. Cambridge Investment Money Market Account #5CR-989483 63.87 11. Cambridge Federal National Bond 615.12 Account #5CR-l08365 -8- . , 12. Wachovia - Vankampden Account #3868-6057 13. Citizens Bank, Estate checking Account #6200261516 14. Citizens Bank, Estate savings Account #6200261702 15. Citizens Bank, Estate savings Account #6200842918 TOTAL INTEREST: 565.33 595.85 522.58 1,604.30 8,252.50 Dividends: 1. PP&L Account #69151U202 1.10 2. PP&L Account #69351U301 3.38 3. Prudential Insurance Account #D12 039 482 38.94 4. Prudential Common Stock Account #1318-4666 13.20 TOTAL DIVIDENDS 56.62 TOTAL INCOME $8,309.12 DISBURSEMENTS OF INCOME: Devoe A. Green, National Federal Bond interest paid in advance on 7/8/02. -0- 401.25 TOTAL DISBURSEMENTS OF INCOME: 401.25 BALANCE OF INCOME BEFORE DISTRIBUTIONS: ~07.87 DISTRIBUTIONS OF INCOME: 0.00 REMAINING BALANCE OF INCOME FOR DISTRIBUTION $ 7,907.87 COMBINED BALANCE FOR DISTRIBUTION $489.470.71 -9- ,. . PROPOSED DISTRIBUTIONS TO BENEFICIARIES AFTER ACCOUNT CONFIRMATION DEVOE W. GREEN, SON, EXECUTOR 39.50% of Estate per Item IV of Last will and Testament. principal, in cash - Income, in cash Total ROBERT L. GREEN, SON, EXECUTOR 39.50% of Estate per Item IV of Last Will and Testament. Principal, in kind (land and improvements located at 1022 North College Street, carlisle, PA, 17013) with a value of principal, in cash, Income, in cash Total - ROBBYN M (GREEN) METZ, GRANDDAUGHTER 3% of Estate per Item II of Last Will and Testament. Principal, in cash Income, in cash Total - ROBERT W. GREEN, GRANDSON 3% of Estate per Item II of Last Will and Testament. Principal, in cash Income, in cash Total - NATHAN GREEN-CALAMAN, GREAT-GRANDSON 1 1/2% of Estate per Item III of Last will and Testament. principal, in cash Income, in cash Total - -10- 190,058.82 3,282.10 193,340.92 $105,000.00 85,058.82 3,282.10 $193,340.92 $ 14,446.89 237.24 $ 14,684.13 $ 14,446.89 237.24 $ 14,684.13 $ $ 7,223.44 118.62 7,342.06 .. , DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR NICHOLAS COLUMBUS, GREAT-GRANDSON 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash $ Income, in cash Total - $ DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR NICHOLLE LISSE, GREAT-GRANDDAUGHTER 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash $ Income, in cash Total - $ DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR KOBY METZ, GREAT-GRANDSON 1 1/2% of Estate per Item III of Last will and Testament. Principal, in cash $ Income, in cash Total - $ DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR KARLEY METZ, GREAT-GRANDDAUGHTER 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash $ Income, in cash Total - $ DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR SEAN POTTEIGER, STEP GREAT-GRANDSON 1 1/2% of Estate per Item III of Last will and Testament. Principal, in cash $ Income, in cash Total - $ DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR LEA POTTEIGER, STEP GREAT-GRANDDAUGHTER 1 1/2% of Estate per Item III of Last will and Testament. Principal, in cash $ Income, in cash Total - $ -11- 7,223.44 118.62 7,342.06 7,223.44 118.62 7,342.06 7,223.44 118.62 7,342.06 7,223.44 118.62 7,342.06 7,223.44 118.62 7,342.06 7,223.44 118.62 7,342,06 . " J .. , DEVOE W. GREEN AND ROBERT L. GREEN GUARDIANS FOR HANNAH REEN, STEP GREAT-GRANDDAUGHTER 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash $ Income, in cash Total - $ 7,223.44 118.62 7,342.06 JOHN GARRITY, NEIGHBOR AND FRIEND 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash Income, in cash Total - $ 7,223.44 118.62 $ 7,342.06 RAY BRICKER, NEIGHBOR AND FRIEND 1 1/2% of Estate per Item III of Last Will and Testament. principal, in cash Income, in cash Total - $ $ 7,223.44 118.62 7,342.06 TOTAL PROS POSED DISTRIBUTIONS PRINCIPAL INCOME COMBINED PROPOSED DISTRIBUTIONS $481,562.84 7,907.87 $489,470.71 -12- . " t .. , Devoe W. Green and Robert L. Green, Co-Executors of the Estate of Devoe A. Green, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account and Schedule of Distribution is true and correct and fully discloses all significant transactions occurring during the accounting period, that all known claims against the Estate have been paid in full, that to their knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. r~ IWAhe~ ~voe W. Green, Executor r.!.-t..:f ~ .h~ Robert L. Green, Executor sw,?rn and sUbscrib:1Jtefor~ me, thlS .1~ day of (),( r , ~,~dfC,c!f2 - 2002. NOTARIAI.8EAL BONNIE L COYLE. NOTARf PUBlIC BORO Of CARLISlE. CUlo&:lllAIlD co. PI\. M'f caillStION EXPIRfS OCTOBER 17. 2006 -13- ~ " I r,.II .n '...." ',r' ~"'-- (f\ \' ~~----- l! '.,.....~- -4 -" ,.. \. IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-02-0663 DEVOE A. GREEN, a/k/a D. A. GREEN, DECEASED DATE OF DEATH: July 14, 2002 DEC~ AWARDING REAL ESTATE AND NOW, this ~~ day of April, 2003, it appearing that the First and Final Account and Statement of Proposed Distribution of Devoe W. Green and Robert L. Green, co-Executors of the Estate of Devoe A. Green, a/k/a/ D.A. Green, late of 1022 North College Street, Borough of Carlisle, Cumberland County, Pennsylvania, having filed and advertised in accordance with law and Rules of Court and the same having been confirmed by the Orphans' Court of Cumberland County, Pennsylvania, on April 22, 2003, and it appearing that the said co-Executors, Devoe W. Green and Robert L. Green, in their Statement of Proposed Distribution claim the distribution of the real estate situate at 1022 North College Street, Carlisle, Cumberland County, Pennsylvania, in kind, to Robert L. Green, it is ordered, adjudged and decreed that the hereinafter described real estate is awarded to Robert L. Green, heir under the Will of Devoe A. Green, his heirs and assigns: Tax Parcel No. 06-19-1643-047 ALL THOSE TWO CERTAIN lots of ground, together with the improvements thereon erected, situate in the Fifth Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: On the east by North College Street; on the south by Lot No.5, Block 34, in the hereinafter mentioned plan of lots; on the west by an alley; and on the north by Lot No.2, Block 34, in the hereinafter mentioned plan of lots. Having a frontage of 50 feet on North college Street and extending in depth 200 feet to the alley on the west. Being Lot Nos. 3 and 4 in Block 34 of the Plan of Lots of Carlisle Land and Improvement company as recorded in the Office of the Recorder of Deeds in and for Cumberland County in Miscellaneous Book 11, Page 572. Having thereon erected a one and one-half story dwelling house known and numbered as 1022 North College Street, Carlisle, Pennsylvania. BEING the same premises which Edgar L. Myers and Grace M. Myers, his wife, by their deed dated June 7, 1951 and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book "Q", Vol. 14, Page 471, granted and conveyed unto D.A. Green, also known as Devoe A. Green, and Ida E. Green, his wife. The said Ida E. Green died June 23, 1982 vesting title in fee simple in Devoe A. Green. The Recorder of Deeds in and for Cumberland County, Pennsylvania is directed to record this Decree among the Deeds in his official capacity and to index the same in the Grantor index against Devoe W. Green and Robert L. Green, co-Executors of the Estate of Devoe A. Green, a/k/a D.A. Green and in the Grantee index to Robert L. Green, heir under the Will of Devoe A. Green, in accordance with the pennsylvania Probate, Estates & Fiduciaries Code of 1972, as amended, Sections 3534-3536. By the Court, . CERTIFICATION OF ADDRESS I hereby certify the precise residence office address of the within named Grantee is: 361 York Road, Carlisle, PA 17013 and complete post Robert L. Green, i ! "l L~ , 2003 ~ COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND Recorded on this in the Recorder's Office Page day of , A.D. 2003, in the said County, in Deed Book Given under my hand and seal of the said office, the date above written. , Recorder i n'r~;:' ... E <<> ~---, ,'- "M ~t5:; . " (]J (]J Ul ~ '"' ot~_'. (]J "0 .c .c " o'C '. '" (]J (]J U U 0 ...' c:!be I H u "M ~ Co lit -',......, '" Ul bD 4-< U i;>:;: i;~ ~ (]J " 0 "0 U 4.i5.'?! :...:' H "M (]J (]J 4.:, ._, Ci.-. '---, H (]J ... " " ""0 ,""-, .::; '----~ '"' u " 0 "M .0 i ;; .J:; ~ "--I 00 u " "0 "M S 0 ,,!:q~ u 0 H "M u '" U) N N (]J "'" " '"' ... '" NNO N .0 u (]J .0 (]J 0 ',,-)1 C :v ..0---:---' IIV 0_,_' ,. 0 0 00 0 - 0 " ... "M _I c.:: H 0 ON 0 CXJ '" "M ... 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H H '" 00 <11 <11 '" U) 0 '" H U) '" 0 ""'" u "M '" "M :::I \C>r.Llr-lr-.....o ;;:: 0., H H H '" :> H H '" U ... I ... S OJ U 0" C ..-1 k 1"""-/ .j..J Z :::> '" U) U) <11 H '" <11 '" H '" U " 0 "'"0 .c Ul u OJ cO ; I dj V"'l oj r-..... -l-J H U 0 '" '" ,.., "" Q Q H '" 0 <11 "" u "" '" H '" H p:: U ~-A01U'-'"<r: fll!ilif'~' Uiidh' ~ !i i 9 11 ~tl .' ~~ ~isJ-affl ~ I i~ JI~j \<~:-:>f '-a ~ a ~~, ~~, i J i I {\ ! ,. R j Ii! \l. f E i I 9 i ~ ~ ~<::" fJ'& I~ i,J flf~! \~ J;~~ J~~1a~':-' f il, ill! f~ !!f~ifj!j -., II <( ~ " . . . ., , . . STATUS REPORT UNDER RULE 6.12 Name of Decedent: Devoe A. Green Date of Death: July 14, 2002 Admin. No. 21-02-663 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 X 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 X d. approvals of Clerk of the Copies of receipts, releases, joinders and formal or informal accounts may be filed with the Orphans' Court and may be attached; this report. ~ Date: May 19, 2003 r"\ N N CL 0\ >- = :z::: ,) .0 ,.l ... f" rr p .;) == :.36 Dale F. ShUghart, J . Supreme Court I.D. 193 3 35 East High Street, Su'te 203 Carlisle, PA 17013 (717) 241-4311 Counsel for Personal Representative OJI oK