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Home My WebLink About02-0908 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of KATHRYN M. SANBORN also known as KATHRYN MAGUIRE SANBORN No. ,.Q1-(')~-qo8 , Deceased Social Security No. 006 - 05 - 6344 Judith M. Schnell Petitioner{:s), who is/are 18 years of age or older, apply(ies} for: (COMPLETE 'A' or 'B. BELOW,) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s} is/are the execut r ix the Decedent, dated OS/26/1999 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationshin Residence I (COMPLETE IN ALL CASES,) Attach add~ional sheets ~ necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 174 Rich Valley Road, Mechanicsburg, PA 17055 Oist street, number. and municipality) Decedent. then ~years of age, died 09/05/2002 at Edenbrook Assisted Living, Huntsville, AL (Location) Decedent 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 Ilj~, 000.00 $ $ $ $ situated as follows: Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of retters in the appropriate form to the undersianed: I Sianature Typed or printed name and residence Judith M. Schnell 174 Rich Valley Road, Mechanicsburg, PA I .~n~ fh,SU1)\.t(;L 17055 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) J J _Q'2_ J::: Oath of Personal Representative Commcmwealth of Pennsylvania County of Cumber land The Petitioner(s) above-named swear(s) or affirms) 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 representative(s) of the Decedent, Petitioner{s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ , 11A fr1 - Jete Ii ~ Judith M_ Schnell before me th~s:~9'.ay ,,~ OCTOBER ?002 ~/H-w.. L,,+ .I\^. L ~~~~ No. 21-2002-908 Estate of KATHRYN M. SANBORN Deceased Social Security No, 006-05-6344 Date of Death, 09/05/2002 AND NOW, OCTOBER 8. 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [!] Testamentary 0 Of Administration ~- -' '~-' \-, (c,t-a.; d,b.n.c.t.a.; pendente lite; durante a~~tia; durante minoritate) are hereby granted to Judith M. Schnell ""'.' in the above estate and that the instrument(s) dated OS/26/1999 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. $ 235.00 Short Certificate(s). $ 18.00 Renunciation. $ Affidavits ( $ Extra Pages ( ) $ 18.00 Codicil. $ JCP Fee. $ 5.00 Inventory. $ Other $ TOTAL $ 276.00 ~ :1'L\~\'" ~''',.\~~~ RogIst8 of Wi Attorney: Shelly J. Kunkel, Esquire 1.0. No, 64485 Skarlatos & Zonarich LLP 204 State Street Address: Harrisburg, PA 17101 Telephone' 717/233-1000 filed 10-8-2002 mailed 10-8-2002 to atty Prepared by the pennsylvania Bar Associatfon Copyright(cl1996formsoftwareonlycPSystems,lnc. Form RW-1 (1991) tItS :ts A "I:lmZ UtI lIZACI: <:an or 'IU UCOIlD 011 rtI.4 vttl:1 'GlE *DUClIr <:allllt't BE.U.tl:1 DOU"'""""t. :~~-,-- ~P<U2- llMftIt wm.,'ipuEII.OIl ......., ... "-- I. ALABAMA. CERTIFICATE OF DEATH .._........., 101 IMI (TWIt....... lDAIEOFllEAllll\bllll.Oty.Vflf' 3.ctXIIlYOFllfAlH Z III III ~ ,i:U l!l .. o I~ . '" 46. - 3. 6. 19. 20. 26. 27. 34. an Maulre '.Il1Y.-.OIUDc,'QUIfOOOHNIllfllXl Se ember 5 2002 Madison 5.PlAaOFlIAlH-HOSmAlOllOlHERlNSlITUfIOII-rtllllllltfthiir,p-ttreeI tNIAl/!1ll1!11 15.~~"AlWM 4 . 2t__Ck:a!f'_IGi!ei....tI__lUi"...illwortintlbMn~"'~ N ... - "" Lory Boothby :t)DISP($OOIIOF8ODYISildrBidf.CNnlriotMedii:il 31.1lATE(f~ __...01lo<I _."'.'''' Cremation Se . 6 2002 It____.._ Spry Funeral Hcime. Inc. UKJND:OFIIl$N5SORINIlt.ISm 29,rMIDEW_OF~ Am Florence - ... Moulton 3:I.11lCA1DI-f;iIV<<Town--S4alel Huntsville Alabama 36.DATESIG!IED&'tflWWLDlRECTOFI ll_OIlMlAlOllf__ S Cremato _3SFUNERAtoiREcJOR..,.Signalure at 38.IlAllSllltOO"""",,,," MEDICAL CERTIFICATION ".PAR'ft.~lflt~,".""lhIIcuedt!HI.Do""emerlhemade.ttr"'_"I:af8<<~tl18t~lllleertlliltn.OOON\.YOfllEtAU$f:ONEAallBfE, =~'i.\~."""..". ....IO""~. .~:\.., ~ ~'" II. ~""""c"""""oc'" "'~ "'"' { !lII16!01lASAUlllSEO.IItCEOF~ -"-''''-. ~.tJIIIlrtllll8ll_CAlJSf l =:'::(J'I i....... llIlm{OllASA~Eiltt~ APPROXNATEMBlVM.IIE1MElOftSEI' NIllllAl1l Q.IWtnOlhif1lglifuil~~to".flI!I-rei$\iIlilill'"thel/llllerlyingtl!l'ie~:iRl2t1. 4UMSIHEREAPflEGfWlCYlNEAST 42DlVS~,~Y..Iij,_<<~.1 .._OFl."'___....""_____,....".. S2,1O'I1WI'f0CQJllllED:1&liIu~_..~in'INiiMtPartl..1tt11141.fliitl) S4t1OO1OFINJUIIY 49. 55. . This is a legal record al1d must be flr.d-within five (6) days after death. ADPf.l.HS2Jh..l1-93 LAST WILL AND TESTAMENT OF KATHRYN M. SANBORN d...l - 0 J.. - g O~ I, KATHRYN M. SANBORN, of 174 Rich Valley Road, Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM I: I direct that all my just debts and funeral expenses, including the cost of a suitable grave marker and perpetual care for my burial plot, shall be paid from the assets of my estate as soon as practicable after my decease. ITEM II: I give, devise and bequeath all of my estate, real, personal and mixed, wheresoever situated as follows: (A) I give, devise and bequeath one-forth (1I4th) of my estate to my daughter, JUDITH M. SCHNELL, of 174 Rich Valley, Road, Mechanicsburg, Pennsylvania 17055, provided that she survives me by thirty (30) days. If my daughter, Judith, does not survive me, then I give, devise and bequeath her share of my estate to her husband, JAMES GERALD SCHNELL. In the event Judith's husband, James Gerald, is not surviving at my death, then Judith's share is bequested to Judith's Issue, my grandchildren, JAMES A SCHNELL, KATHRYN E. SCHNELL and JONATHAN G. SCHNELL, surviving at my death; (B) I give, devise and bequeath one-forth (1/4'1 ofmy estate to my grandson, DAVID C. PURINTON, of171O AlmDrive, Huntsville, Alabama 35811, provided that he survives me by thirty (30) days. If my grandson, David, does not survive me, than I give, devise and bequeath his share of my estate to his wife, CLARE A PURINTON. If David's wife, Clare, is Page 1 of 1 not surviving, then I give his share of my estate to their Issue, BENJAMIN DAVID PURINTON and MARGARET KATHRYN PURINTON, surviving at my death; (C) I give, devise and bequeath one-eighth (l/8~ of my estate to my daughter, JANICE M. PURINTON, of2145 Salt Myrtle Lane, Orange Park, Florida 32073, provided that she survives me by thirty (30) days. Ifmy daughter, Janice, does not survive me, then I give, devise and bequeath her share of my estate to Janice's children, my grandsons, SCOTT C. PURINTON and DAVID C. PURINTON, living at my death.. (D) I give, devise and bequeath one-eighth (1/8~ of my estate to my grandson SCOTT C. PURINTON, of3301 SW 13th Street, Apartment G 171, Gainsville, FL 32608, provided that he survives me by thirty (30) days. If my grandson, Scott, does not survive me, then I give, devise and bequeath his share of my estate to his Issue. In the absence of Issue, then Scott's share shal1 be divided equally among all of my other grandchildren surviving at my death. (E) I give, devise and bequeath the remaining one-fourth (l/4th) of my estate to be divided equally among my three grandchildren, JAMES A. SCHNELL, KATHRYN E. SCHNELL and JONATHAN G. SCHNELL, surviving at my death. If any of these grandchildren predecease me, then I give, devise and bequeath hislher share of my estate to be divided between the surviving grandchildren identified in this Paragraph (E). ITEM ill: No interest in income or principal shall be assignable by or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. ITEM IV: All federa4 state, and other death taxes payable on the property forming my gross estate for tax purposes, whether or not it passed under this Will, shal1 be paid out of the principal of my Page 2 of 2 residuary estate just as if they were my debts, and none of those taxes shaI1 be charged against any beneficiary. ITEM V: I authorize my Executor: (a) to retain and to invest in all forms of real and personal property, regardless of (i) any limitations imposed by law on investments by executors or trustees, (ii) any principle or law concerning delegation of investment responsibility by executors or trustees, or (iii) any principle oflaw concerning investment diversification; (b) to compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; (c) to sell at public or private sale, to exchange or to lease for any period of time any real or personal property, and to give options for sales or leases; (d) to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; (e) to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and (f) to distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my ExecutorlExecutrix may think best, so long as the total market value of any beneficiary's share is not effected by such allocation. Page 3 of 3 These authorities shall extend to all real and personal property at any time held by my Executor and sha1l continue in full furce wrtiI the actual distribution of all such property. All powers, authorities, and discretion granted by this Will sha1l be in addition to those granted by law and sha1l be exercisable without leave of court. ITEM VI: I appoint my daughter, JUDITH M. SCHNELL, Executrix under this Will. Should my daughter, Judith, fail to qualify or cease to act as Executrix, I appoint my grandson, DAVID C. PURINTON, Executor under this Will. I direct that any fiduciary acting hereunder sha1l not be required to enter bond or other security in any Court or jurisdiction in which said fiduciary may be called upon to act. ITEM VII: I appoint my Executor, Guardian of the estate over any property that may pass to any minor children with respect to which property I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian sha1l have the same management powers as those granted my Executor may payor apply principal as well as income fur the minor's welfare, comfurt, support or education, without court approval, and ifhe/she, in hislher sole discretion, determines that it is impractical to administer any fund, he/she may deposit such fund in one or more savings accounts in the minor's name, payable to him or her at majority. The guardian sha1l have no further responsibility for any funds so paid, applied or deposited. Page 4 of 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Seven (7) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this day of ). ~ m~1999,at ~ ,Pennsylvania. ~~S~O&~ Page 5 of 5 ACKNOWLEDGMENT COMMONWEALTII OF PENNSYL V ANlA ) : SS: COUNTY OF DAUPHIN ) I, KATIlRYN M. SANBORN, the Testatrix. whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~~ Sworn or affirmed to and acknowledged before me by KATIlRYN M. SANBORN, the Testatrix thi~ 'lily Of~, 1999. (jJLwxA(f/!Uw-M- I otary Public (SEAL) My Commission Expires: NotJrial Seat Sharon K Shrfier. Notary Public Harrisb~ftJ :Jai.;phin County My Commissio~; Expires Aug. 17, 2000 Member. fJenns)lvilflla Association of Notaries Page 6 of 6 AFFIDAVIT COMMONWEALTIf OF PENNSYLVANIA s, wit se names are signed to the attached or foregoing' ent,' g duly qualified according to I 0 depose and say that we were present and saw KATIIRYN M. SANBORN, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time twenty-one (21) or m e ears of ~ sound' d and under no constraint or undue influence. il Residing at esiding at the Residing at affirmed !o and acknowledged bet1 and WI esses, thi~ day of vrYlO ,1999. I2j~1(, ~bL., otary Public (SEAL) My Commission Expires: C:\J.S&ZDTZIWiI:s, TruiIs&.E5lale~l.Sonbom.KalluynM\SanlxmtKalluynM-99Q513-will.doo ~.'.~ - -"-..----- -.-..-,- ...-._----- Page 7 of 7 Notarial Seal f3fl;iifJfl K. Shaffer, Notary Public ,Hfirrl:1bLirg. Dauphin County My CommIssion Expires Aug. 17. 2000 Mernber, Penns.r:vania Association of Notaries J CERTIFICATION OF NOTICE UNDER RULE 5.6 fa) Name of Decedent: Kathryn M. Sanborn, a/k/a Kathryn Maguire Sanborn Date of Death: September 5, 2002 Will No. 2002-00908 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 October 11, 2002: Name Address David C. Purinton 174 Rich Valley Road Mechanicsburg, PA 17055 1710 AIm Drive Huntsville, Alabama 35811 Judith M. Schnell Janice M. Purinton 2145 Salt Myrtle Lane Orange Park, Florida 32003 James A. Schnell 2145 Salt Myrtle Lane Orange Park, Florida 32003 127 South Market St., 2nd Floor Mechanicsburg, PA 17055 429 E. 14th Ave., Apt. 210 Denver, CO 80203 Scott C. Purinton c/o Charles & Janice Purinton Jonathan G. Schnell Kathryn S. Giroux 869 Villa Drive Melbourne, FL 32940 Notice has been given to all persons entitled thereto under Rule 5.6(a). Dated: Oct, 11, 2002 Signature ~t..<., She ly J. Kunkel, Esquire Skarlatos & Zonarich LLP Name: :="5 Address: 204 State Street Harrisburg, PA 17101 Telephone: Capacity: (717) 233-1000 Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHNELL J GERALD 174 RICH VALLEY ROAD MECHANICS BURG, PA 17055 ____nn f(lld ESTATE INFORMATION: SSN: 006-05-6344 FILE NUMBER: 2102-0908 DECEDENT NAME: SANBORN KATHRYN M DATE OF PAYMENT: 12/04/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2002 NO. CD 001913 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $9,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: J GERALD SCHNELL CHECK# 994 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $9,000.00 MARY C. LEWIS REGISTER OF WILLS REI/.'IllClEX+ 1I.GOl 17-92; -~ '* REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER 21 0908 NUMB.ER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT_280601 ~~I~I!U~~~P~7128-060~_~_.__ 2002 YEAR SOCIAL SECURITY NUMBER 006-05-6344 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER , o 3. Remainder Retum (date of death priorto12-13-82)' o o 5 Federal Estate Tax Return Required 8 Total Number of Safe DepoSIt Boxes 204 State Street Harrisburg, PA 17101 (1) (2) (3) (4) (5) (6) (7) .-----=-~-1~-original-Ret~rn - - -IT 2. Supplemental Return :ilC ~ II) ~;4 lImtted Estate 0 4a Future Interest Compromise (dale 01 death after oQ:::ilC 12-12-82) w~g o i oJ ~ 6 Decedent Died Testate (Attach copy 0 7 Decedent Maintained a living Trust (Attach 8;:11I of Will) copy of Trusl) < ___ 0 9 ~t~~tlon_proceedSRe~~V~ 0 10 ~~~_~~I~~~~1~5~redlt(daleOfd_ea~hbetween 0 11 Election to tax underSec 9113(A)(AttachSch0) 18IS SECnON MU,T BE COMPLETEO. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME - COMPLETE MAiLINGAOORESS _~__m - -- - -- j Shelly J. Kunkel , DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~ Z W Q W U W Q 'SANBORN, KATHRYN M. None 65,321.00 None None 156,655.51 120.61 None (8) 222,097.12 ! DATE OF DEATH (MM~DD-YEARj. . -TOATE OF BIRTH(MM-DD-YEAR)- ! i 09/05/2002 09/20/1919 ;61= APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) .~ 13z 11~ OZ u~ IRM NAME (If applicable) Skarlatos & Zonarich LLP (9) (10) 10,082.61 396.96 ELEPHONE NUMBER 717/233-1000 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship Z o ~ ~ " ~ ~ ~ w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (11) 10,479.57 11. Total Deductions (Iotal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (12) 211,617.55 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) 211,617.55 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Copyright 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 211,497.24 .045 (16) 0 16.Amount of Line 14 taxable at lineal rate x ~ " ~ 17.Amount of Line 14 taxable at sibling rate x .12 (17) ~ 8 ~ 18. Amount of Line 14 taxable at collateral rate 120.31 x .15 (18) 19. Tax Due (19) 9,517.38 18.05 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 9,535.43 ~. B/>'$Uflll TO Al!~Fl:ALLQOE$ndNS ONREve~~ "DIl AND RECHE(:~"MA18 << Form REV-1500 EX (Rev. 6-00) . Decedent's Complete Address: STREET ADDRESS 174 Rich Valley Road CITY STATE PAl Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 9,000.00 473.68 Total Credits (A + B + C) 3. Interest/Penalty if applicable D. Interest E. Penally TotallnteresUPenally (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ZIP 17055 (1) 9,535.43 (2) 9,473.68 (3) 0.00 (4) (5) 61.75 (5A) (5B) 61. 75 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.. ~ II b. retain the right to designate who shall use the property transferred or its income: .................... c. retain a reversionary interest: or d. receive the promise for life of either payments, benefits or care? ................. ......................... .... ........... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?.. D o o 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?. 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation?.. 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. --.- -- ------------------- Under penalties of pe~ury. I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my kno~edge and belief, it is true, correct and complete. Declaration of preparer other_~h.~!lJ~l!J)e':S(ln~_1 ~pre~_e_n.tative.!~ based on~!!..!~o.!:!!l_'.ltion E!."'!:~iC_h_~~E.llrElr has an~knowledge SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Judith M. Schnell ~~~~~R~8~~L1NG RETURN 174 Rich Valley Road Mechanicsburg, PA 17055 ADDRESS ADDRESS 204 State Street Harrisburg, PA 17101 DATE 1/0) '1/03 DATE DATE if ;).'f-(j?, For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 99116 (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. S9116 (a) (1.1) (ii)]. The statute does not exemot 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. 99116 (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. 99116 1.2) [72 P.S. 99116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)). A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ESTATE OF '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAA RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS --------- --------- ---------- All property jointly-owned with right of survivorship must be disclosed on Schedule F. SANBORN, KATHRYN M. ITEM NUMBER ---- I Georgia Power Co. 2 3 4 _I Hawaiian Electric Industries Tennessee Valley Authority Power Bonds I ! USB Capital II DESCRIPTION I I nJ____ I FILE NUMBER I 21 - 2002 - 0908 UNIT VALUE TOTAL (Also enter on line 2, Recapitulation) 99.44 25.70 26.35 25.10 VALUE AT DATE OF DEATH 14,916.00 8,995.00 26,350.00 15,060.00 65,321.00 ESTATE OF . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 II 12 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ___1_ SANBORN, KATHRYN M. FILE NUMBER 21 - 2002 - 0908 DESCRIPTION M & T Bank Checking Account No. 1346849 (per verification letter attached hereto as Schedule E) M & T Bank Savings Account No. 15004200924668 - (per verification letter attached hereto as Schedule E) M & T Bank Savings Account No. 15004200924668 (accrued interest to DOD per verification letter attached hereto as Schedule E) Edenbrook Assisted Living. Refund Social Security Administration - August Sun Life (U.S.) Regatta Gold - Annuity No. 507707700233739 (per verification statement attached hereto as Schedule E) Cash Account - A.G. Edwards Account No. 0210-051880 (per verification statement attached hereto as Schedule E) Money Market - A G. Edwards Account No. 0210-051880 (per verification statement attached hereto as Schedule E) Cash Account - AG. Edwards Account No. 0210-063641 (per verification statement attached hereto as Schedule E) Centennial Money Market - AG. Edwards Account No. 0210-063641 (per verification statement attached hereto as Schedule E) Income Fund of America, Inc. (per verification statement attached hereto as Schedule E) Department of the Treasury - Refund of2002 Income Tax TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 5,901.23 3,361.31 0.09 1,182.52 1,121.00 59,980.97 251.25 14,006.85 1,030.00 7,454.22 61,749.07 617.00 156,655.51 *' SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANBORN, KATHRYN M. , FILE NUMBER I 21 - 2002 - 0908 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Clare A. Purinton 1710 Aim Drive Huntsville, AL 35811 Granddaughter- In-Law JOINTLY OWNED PROPERTY: ~TEM -~~~161~TI-~~b~ --l,nc,ude name o?;:e~~,~i~~~~~nP~~~;~~ccoun' number I DATE OF DEATH I D~CO&S. DA~~~~ED~~TH NUMBER TENANT, JOINT ,or similar Identlfymg number. Attach deed for Jomtly-held real ,VALUE OF ASSET IINTERESTI DECEDENT'S INTEREST I ,estate. I SouthTrust Bank Savings Account No. 38-087-306 240.d' 50%1 120.31 (per verification letter attached hereto as Schedule F) A 2 A I South Trust Bank Savings Account No. 38-087-306 (accrued interest to DOD per verification letter attached hereto as Schedule F) 0.59 50% 0.30 TOTAL (Also enter on line 6, Recapitulation) 120.61 ESTATE OF *' L SCI-EDU..E H FUNERAL EXP9ISES & ADMINISTRATIVE COS1S FILE NUMBER 21 - 2002 - 0908 Debts of decedent must be reported on Schedule I. --- -- ITEM NUMBER ------. A. COMMONV\IEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SANBORN, KATHRYN M. FUNERAL EXPENSES: Spry Funeral Home 2 Wayne Noss - Flowers 3 I Organist - Memorial Service 4 Rev. Timothy Hood - Memorial Service DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Judith M. Schnell Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 174 Rich Valley Road City Mechanicsburg State P A Year(s) Commission paid 2. 3. Attorney's Fees Skarlatos & Zonarich LLP Zip 17055 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Judith M. Schnell Street Address 174 Rich Valley Road City Mechanicsburg Relationship of Claimant to Decedent 4. Probate Fees Register of Wills State P A Spouse 1,145.90 87.98 75.00 200.00 1,000.00 3,500.00 3,500.00 276.00 75.00 102.11 120.62 10,082.61 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 17055 Zip Other Administrative Costs Cumberland Law Journal - Advertise Letters Testamentary 2 The Sentinel - Advertise Letters Testamentary Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEOENT -------------- ---------- -3'.1 ESTATE OF SANBORN, KATHRYN M. Portland Press Herald - Obituary 4 U.S. Postal Service - Postage 5 Schedule H FW1E!IaI Expens es & Administrative Costs continued Register of Wills - File Receipt, Release and Indemnification Agreements 6 Register of Wills - File Inberitance Tax Return and Inventory I FILE NUMBER 21 - 2002 - 0908 I i I i Page 2 of Schedule H 60.20 4.42 28.00 28.00 ESTATE OF '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS C~NweAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT SANBORN, KATHRYN M. Include unreimbursed medical expenses. ITEM NUMBER I 2 3 4 5 6 7 8 DESCRIPTION Huntsville Hospital - balance due Pinnacle Health - balance due Physician Professional Fee Comp - balance due Saadat H. Ansarim, MD - balance due Radiology of Huntsville - balance due Emergency Physicials Group H'ville - balance due P A Dept. of Revenue - 2002 State Income tax Anthem Blue Cross/Blue Shield - Prremium FILE NUMBER 21 - 2002 - 0908 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 6.50 22.24 3.41 24.26 1.71 17.59 133.00 188.25 396.96 I FILE NUMBER 21 - 2002 - 0908 RELATIONSHIP TO ! AMOUNT OR SHARE DECEDENT OF ESTATE Do NotUst Trustee(s) REV.1513 EX.. (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----- - -- - -------...- ESTATE OF SANBORN, KATHRYN M. NUMBER'I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Judith M. Schnell 174 Rich Valley Road Mechanicsburg, PA 17055 i Daughter 2 : David C. Purinton I 1710 Aim Drive ! Huntsville, Alabama 35811 Grandson 3 Janice M. Purinton 2145 Salt Myrtle Lane Orange Park, Florida 32073 Daughter 4 I Scott C. Purinton c/o Charles & Janice Purinton 2145 Salt Myrtle Lane Orange Park, Florida 32073 Grandson I See Continuation Schedule(s) attached Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet I One-Fourth (1/4) Estate Residue One-Fourth (1/4) Estate Residue) lOne-Eighth (1/8) Estate Residue) ;One-Eighth (1/8) Estate iResidue , II. NON-TAXABLE DISTRIBUTIONS: !A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT 'BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET *' SCHEDULE J BENEFICIARIES continued COMMONWEALTH OF PENNSYlV;.,NIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SANBORN, KATHRYN M. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY -- [include-outright s-pousal distributions, and transfers under-- ;rAXABLE DISTRIBUTIONS Sec. 9116(0)(1.2)) I James A. Schnell 125 South Market St. Mechanicsburg, P A 17055 I. 5 6 I Jonathan G. Schnell .429 E. 14th Ave., Apt. 210 I Denver, CO 80203 7 . Kathryn S. Giroux , 869 Villa Drive I Melbourne, FL 32940 8 I' Claire A. Purinton 1710 Aim Drive Huntsville, AL 35811 I- I FILE NUMBER 21 - 2002 - 0908 ,------ RELATIONSHIP TO DECEDENT Do~otLlstTrustee(s-' -~- . Grandson I Grandson I Granddaughter Granddaughter-in-Iaw AMOUNT OR SHARE OF ESTATE lone- Twenfth (1112) Estate Residue I One-Twenfth (1112) IEstate Residue lone-twelfth (J1I2) Estate Residue \ One-half (J/2) joint \SaVings account at South Trust Bank Page 2 of Schedule J ESTATE OF KATHRYN M. SANBORN FILE NO. 21 - 2002 - 0908 INHERITANCE TAX RETURN - SCHEDULE E ~M&rBank Manufacturers cillO Traders Trust Company, 1100 Wehrle Drive, P,D Box 767. Buffaio, NY 14240-0767 October 21, 2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) KATHRYN M SANBORN 9/5/2002 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $5901.23 $.00 CHK 1346849 OPENED 3/97 15004200924668 OPENED 4/97 KATHRYNM SANBORN 4342 SAY KATHRYN M SANBORN 4342 $3361.31 $.09 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact OUf Records Department at (716) 635-4010 or 1-800~ 724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: -e ItAA~L~~ Authorized Signature -kIt-At" 1yf, ,) - I U / ,)- 1- ()2./ DATE: AGe~connect Page I of2 I Investor Ed ucation 207-774-5626 Home I Contact Us I Site Map I Heip I Account Maintenance_ Research Iproduc.ts II Market Data I Quotes, Charts a Cornmentar ,It Services , ,a.Toots , ... 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[Create New Account] - [Refresh Prices] IValua\ion. .. .. .....zl [Go to Mv Portfolio] Select View: Account Number: 0210-051880 Account Name: KATHRYN M SANBORN Primary Investment Objective: OME AGGRESSIVE Positions and Balances As Of: 09/05/2002 Account Valuation Summary Account Totals: Closina Value on 09/05/2002 14,258. 65,321.00 59,980.97 $ 139,560.07 Current Value Cash and Money Funds - [Details]: Taxabie Bonds - [Details]: Annuities - [Details]: 10 65,321.00 59,980.97 $ 139,560.07 % of Account : Today's: Chanae . 10.22% 0.00. 46.80% 0.00 42.98% 0.00 100.00% N/A' Today's % : ChanQe 0.000/0. 0.00% 0.00% N/A Security Tyoe Account Valuation Details Cash and Money Funds Description CASH BALANCE CENTENNIAL MONEY MKT TR Ca.sh .a.nd Mone.yFunds Total: Back to TOD Vaiue 251.25 14,006.85 $ 14,258.10 Taxable Bonds DescriPtion Svmboi Quantity Price Value i % Price Chat ChanQ.e Chanae. Price As Of GEORGIA POWER CO 6.7% 3-1-2011 N/A AMBACINSURED 15,000 99.44 14,916.00 N/A N/A MOODY AAA S&P AAA 09/05/2002 HAWAIIAN ELECTRIC INDUSTRIES CAPITAL TRUST I 8.36% TRUST 350 25.70 8,995.00 NIA N/A N/A ORIGINATED PFD SEC (TOPRS) 09/05/2002 PERPETUAL MATURITY TENNESSE VALLEY AUTHORITY 6.5% POWER BONDS 1999 SERIES A 1,000 26.35 26,350.00 N/A N/A N/A PUTABLE AUTO RATE RESET SECS 09/05/2002 (PARRS)-MTY DATE 5-1-2029 USB CAPITAL II 7.2% N/A TRUST ORIGINATED PREFERRED 600 25.10 15,060.00 N/A N/A SECS (TOPRS) MTY DUE 4-1-2028 09/05/2002 Taxable Bonds Total: $ 65,321.00 N/A N/A Ba c;k..NIQ!l Imps, I Iwww.agcdwardscom/ageconnect/accountview7accounti d=23 88 I 69598&accountTypeCode=BRA 09/06/2002 AGe.-connect Page 20f2 Annuities Description Symbol Quantity Price Value i % Price Chat Chanae Chanqe Price As Of 33,747.7 0.00 59,980.97 N/A N/A N/A N/A Annuities Total: .59,980,97 N/A "N/A Back to Too Account Totals: $ 139,560.07 N/A NI.A SUN LIFE (U.S.) REGATTA GOLD #507707700233739 (02/18/94) Current Prices are delayed a minimum of 20 minutes. Printed confirmations and account statements are the official records of your account. Click here for legal and pricing information. Back to top My Portfolio I Account Maintenance I .t::t..om.i. I WWW Tool Kit 1 Sit,e Map I Contact Us I ~ I L2g,J}u1\ www aaedwards com Market Monitor I Investor Education I Research &. CommentarY Products &. Services I Market Data &. Tools I Ouotes, Charts &. News @ 2000-2004 A.G. Edwards & Sons, Inc. Member SIPC. All rights reserved. AGe-connect Aareements I Privacy PolicY bttps.; Iwww.agedwards.com/ageconnecUaccountvi ew?accounti d=23 88169 598&accountTypeCode=BRA 09/06/2002 AGe-.connect Page 1 of 1 I Investor Education 207-774-5626 Home I Contact Us I Site Map I Help I Account Maintenance_ Research I Products II Market Data I Quotes, Charts a Commentar a. Services .Tools a. News I Market Monitor PORTLAND ME Account Detail Real-Time Quotes - Charts - News - Research - HelD Select Account: JAGE - IRA Select View: rVaiuaiTo-n-~----~"~"il .mi. FA.G. Edwards Account Maintenance] .. ... ICreate New Account] - [Refresh Prices] [Go to Mv Portfolio] Account Number: Account Name: 0210-063641 KATHRYN M SANBORN Primary Investment Objective: Positions and Balances As Of: GROWTH AGGRESSIVE 09/05/2002 Account Valuation Summary Cash and Money Funds: [Details]: Mutual Funds - [Details]: Account Totals: 8,484.22 61,749.07 $ 70,233.29 12.08% 87.92% 100.00% Todav's Chanae 0.00. 0.00 N/A TOdav's 0/0 Chanae 0.00% 0.00% N/A Security Tvoe C10sina Value on 09/05/2002 8,484.22 61,749.07 $ 70,233.29 Current Value % of Account Account Valuation Details Cash and Money Funds Descriotion Ca.sh and Money .Funds Total: Back to Top Value 1,030.00 7,454.22 $ 8,484.22 CASH BALANCE CENTENNIAL MONEY MKT TR Mutual Funds Descriotion Svmbol Ouantity Price Value 1 % Price Chat Chanae Chanae Price As Of AMECX 4,279.215 14.43 61,749.07 0.00 0.00% 0.00 09/05/2002 Mutual Funds Total: $ 61,749.07 $ 0.00 0.00% Back to Top Account Totals: $ 70,233.29 N/A N/A INCOME FUND OF AMERICA INC Charts Current Prices are delayed a minimum of 20 minutes. Printed confirmations and account statements are the official records of your account. Click her~ for legal and pricing information. Back to top J1Y_EQI1fQliQ I Account Maintenance I .l:/.Qm.e. I WWW Tool Kit I ~ I Contact US II:kW. I Loa Out I www.agedwards.com Market Monitor I Investor Education I Research & CommentarY Products & Services I Market DataAJ:9_ols I Ouote~~ChartsJ!LNew~ @ 2000-2004 A.G. Edwards & Sons, Inc. Member SIPC. All rights reserved. AGe~connect Aareernents I Privac,y Policy hUps.f fwww.agcdwards.comlageconnectlaccountv; ew?accollnt;d~686 744406&accountTypeCode=BRA. 0910612002 ESTATE OF KATHRYN M. SANBORN FILE NO. 21 - 2002 - 0908 INHERITANCE TAX RETURN - SCHEDULE F SouthTruS1 BaRk. SOUTHTRUST BANK ESTATE LETTER NAME: S.S.#: AS OF: Kathryn M. Sanborn 006-05-6344 September 5,2002 SAFE DEPOSIT BOX _No_X_ NAME: Kathryn M. Sanborn or Clare A. Purinton ACCOUNT NUMBER INTEREST RATE BALANCE Savings ACCRUED 38-087-306 0.450%1 $ .59 $ 240.62 CURRENT BALANCE $ 241.34 NAME: ACCOUNT NUMBER INTEREST RATE BALANCE CURRENT BALANCE ACCRUED .0%1 $ .00 $ $ NAME: ACCOUNT NUMBER INTEREST RATE BALANCE CURRENT BALANCE ACCRUED .0%/$ $ $ NAME: ACCOUNT NUMBER INTEREST RATE BALANCE CURRENT BALANCE ACCRUED .0%/$ $ $ NAME: ACCOUNT NUMBER INTEREST RATE BALANCE CURRENT BALANCE ACCRUED %/$ $ $ NAME: ACCOUNT NUMBER INTEREST RATE BALANCE CURRENT BALANCE ACCRUED %/$ $ $ NOV 1 2 2002 ESTATE OF KATHRYN M. SANBORN FILE NO. 21 - 2002 - 0908 INHERITANCE TAX RETURN LAST WILL AND TESTAMENT LAST Wll..L AND TESTAMENT OF KATHRYN M. SANBORN I, KATHRYN M. SANBORN, of 174 Rich Valley Road, Mechanicsburg, Cwnberland County, Pennsylvania, declare this to be my Last Will and revoke any Will previously made by me. ITEM 1: I direct that all my just debts and funeral expenses, including the cost of a suitable grave marker and perpetual care for my burial plot, shal1 be paid from the assets of my estate as soon as practicable after my decease. ITEM IT: I give, devise and bequeath all of my estate, real, personal and mixed, wheresoever situated as follows: (A) I give, devise and bequeath one-forth (I/4th) of my estate to my daughter, JUDITII M. SCHNELL, of 174 Rich Valley, Road, Mechanicsburg, Pennsylvania 17055, provided that she survives me by thirty (30) days. If my daughter, Judith, does not survive me, then I give, devise and bequeath her share of my estate to her husband, JAMES GERALD SCHNELL. In the event Judith's husband, James Gerald, is not surviving at my death, then Judith's share is bequested to Judith's Issue, my grandchildren, JAMES A. SCHNELL, KATHRYN E. SCHNELL and JONATHAN G. SCHNELL, surviving at my death; (B) I give, devise and bequeath one-forth (I/4th) of my estate to my grandson, DAVID C. PURINTON, of 1710 AIm Drive, Huntsville, Alabama 35811, provided that he survives me by thirty (30) days. Ifmy grandson, David, does not survive me, than I give, devise and bequeath his share of my estate to his wife, CLARE A. PURINTON. If David's wife, Clare, is Page 1 of 1 not surviving, then I give his share of my estate to their Issue, BENJAMIN DA VlD PURINTON and MARGARET KATHRYN PURINTON, surviving at my death; (C) I give, devise and bequeath one-eighth (l/8~ of my estate to my daughter, JANICE M. PURINTON, of2145 Salt Myrtle Lane, Orange Park, Florida 32073, provided that she survives me by thirty (30) days. Ifmy daughter, Janice, does not survive me, then I give, devise and bequeath her share of my estate to Janice's children, my grandsons, SCOTT C. PURINTON and DAVID C. PURINTON, living at my death.. (D) I give, devise and bequeath one-eighth (1!8~ of my estate to my grandson SCOTT C. PURINTON, of3301 SW 13th Street, Apartment G 171, Gainsville, FL 32608, provided that he survives me by thirty (30) days. If my grandson, Scott, does not survive me, then I give, devise and bequeath his share of my estate to his Issue. In the absence of Issue, then Scott's share shall be divided equally among all of my other grandchildren surviving at my death. (E) I give, devise and bequeath the remaining one-fourth (1!4~ of my estate to be divided equally among my three grandchildren, JAMES A. SCHNELL, KATHRYN E. SCHNELL and JONATHAN G. SCHNELL, surviving at my death. Ifany of these grandchildren predecease me, then I give, devise and bequeath his/ber share of my estate to be divided between the surviving grandchildren identified in this Paragraph (E). ITEM III: No interest in income or principal shall be assignable by or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. ITEM IV: All federal, state, and other death taxes payable on the property forming my gross estate for tax purposes, whether or not it passed under this Will, shall be paid out of the principal of my Page 2 of 2 , residuary estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. ITEM V: I authorize my Executor: (a) to retain and to invest in all forms of rea! and personal property, regardless of (i) any limitations imposed by law on investments by executors or trustees, (ii) any principle or law concerning delegation of investment responsibility by executors or trustees, or (ill) any principle oflaw concerning investment diversification; (b) to compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; to borrow from, and to sell property to others, and to pledge property as security for repayment of any funds borrowed; (c) to sell at public or private sale, to exchange or to lease for any period of time any rea! or personal property, and to give options for sales or leases; (d) to join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; ( e) to use administrative or other expenses of my estate as income tax or estate tax deductions and to value my estate for tax purposes by any optional method permitted by the law in force when I die, without requiring adjustments between income and principal for any resulting effect on income or estate taxes; and (f) to distribute in kind and to allocate specific assets among the beneficiaries in such proportions as my Executor/Executrix may think best, so long as the total market value of any beneficiary's share is not effected by such allocation. Page 3 of 3 These authorities shall extend to all real and personal property at any time held by my Executor and shall continue in full force until the actual distribution of all such property. All powers, authorities, and discretion granted by this Will shall be in addition to those granted by law and shaJl be exercisable without leave of court. ITEM VI: I appoint my daughter, JUDITH M. SCHNELL, Executrix under this Will. Should my daughter, Judith, fail to qualifY or cease to act as Executrix, I appoint my grandson, DAVID C. PURINTON, Executor under this Will. I direct that any fiduciary acting hereunder shall not be required to enter bond or other security in any Court or jurisdiction in which said fiduciary may be called upon to act. ITEM VII: I appoint my Executor, Guardian of the estate over any property that may pass to any minor children with respect to which property I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the same management powers as those granted my Executor may payor apply principal as well as income for the minor's welfare, comfort, support or education, without court approval, and ifhe/she, in hislher sole discretion, determines that it is impractical to administer any fund, he/she may deposit such fund in one or more savings accounts in the minor's name, payable to him or her at majority. The guardian shall have no further responsibility for any funds so paid, applied or deposited. Page 4 of 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Seven (7) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this day of J. ~ fl\~ 1999, at ~ ,Pennsylvania. ~~S~O&~ Page 5 of 5 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) : SS: COUNTY OF DAUPHIN ) I, KATHRYN M. SANBORN, the Testatrix.. whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~~ Sworn or affirmed to and acknowledged before me by KATHRYN M. SANBORN, the Testatrix thisdiL ~y of ~' 1999. (jJlJ;i~JUI{0--'/-'11 i,1- i otary Public . (SEAL) My Commission Expires: Page 6 of 6 Not'JfLt! SGal Sh8~U: K Sh>'~j: 1\k)tary PLlblic H8rrL:;b~., ";,',,,C)]Ir: County My Comrr,lSt."J L '~c':')~ /\'!~J. 17,2000 Munber. Penns~-;,::~I~ii~.\SSG~!aliOn ot Notaries AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) : SS: ) ,', \~h P~) j . / ~ J C11L()/IA/~ , an e witnes+, wh~se names are signed to the attached or foregoing' . g d y qualified according to I~ depose and say that we were present and saw KATIIRYN M. SANBORN, sign and execute the instrument as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at the time twenty-one (21 ) e ears of age sound' d and under no constraint or undue influence. il Residing at ". ~ ( If ;vtll,c"'lJ '-.. Residing at --..-'- (. /-', . ~ ;" /..' ",-,.' . ~" / "~ --~tj-. (.... C"-IJ/..I l ~J\(ulUesidingat ! "" ./ '---~-- (. \ S~~affirmed to and acknowledged bef1 "L~ j -( /rYv6A.~^'_/ , and, /' wltnesses, thi~dayofVnlDl.Li-- ,1999. U C:\! S&ZIJIDWiIh, 1hElsltEstatePltu1ninglSANBK91-SanbomKldbIynM\Sanbo:mKaihrynM-~m3-wi1ldoc 5(;- /3J}R-~ ~. (~ ~- ../7013 (, 0 0 LrNA. ~ ..Jt "..:..'""'' 1'- t' -. (,,, , , ., J'" 'j J. <." .tJL'-(L,~~/ ( ~f i 1/ ;Y ( c-'j.f the t1 jtJj~rKjK, 0ALl#iL...- , otary Public . · (SEAL) My Commission Expires: Ii j ') r JI'; t;1 .~;~'~r;o' _-.c,:~-,~:'-C:'.:,co;:-, ')"i;r"i L ~:ihlllfnr, Notary Public I l I [,,'il /!I'f~! i)H}pf1ln Cr;lun'i)' ,,,",,, I ~':1<,.\ '_('I,':-I,~~.~~_;~_~~:,::~~:'j /~l(]_~~ MI.,":' r "IHI.,\:.!\id;\'~,ulnti()'1 0; Nl)t~:';f:S Page 7 of 7 SKARIA1I106 &WNARllffi UP / ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH'" ANNA MARIE SOSSONG JOHN B. ZONARICH GREGORY S, CHELAP SHELLY J. KUNKEL TOCD F. TRUNTZ t DAVID H. JUDY STEELTON OFFICE MECI-iANICS SAVINGS BUILDING, 5TE. 201 51 SOUTH FRONT STREET 5TEELTON PENNSYLVANIA 17113 (717) 939-9358 (717) 233-1000 TELEFAX (717) 233-6740 WWW.SKARLAT05Z0NARICH.COM MIDDLETOWN OFFICE (7171944.5109 ANGELO SKARLATOS (1966-1981) " BOARD CERTIFIED IN CIVIL TRIAL ADVOCACY t ALSO ADMITTED IN NEW JERSEY WRITER'S EMAIL: sjk@skaflatoszonarich.com April 24, 2003 Office of Register of Wills Cumberland County Court House I Courthouse Square Carlisle, PA 17013 RE: Estate of Kathryn M. Sanborn No. 21-02-0908 D.O.D. 09/05/02 Dear Ladies and Gentlemen: Enclosed for filing is the original and one copy of the Inheritance Tax Return and Inventory for the above-referenced decedent. Please "time-stamp" the extra copies and return to me in the enclosed, self-addressed and stamped envelope. Also enclosed is a check in the amount of $61.75 in payment of the balance of inheritance tax as well as a check in the amount of$28.00 representing the filing fees. If anything further is required, please contact me. Sincerely, OvMJznA({}/4Pr- Sharon K. Shaffer Estate Administrator Enclosures Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of SANBORN, KATHRYN M. also known as KATHRYN MAGUIRE SANBORN No. 21 - 2002 - 0908 Date of Death 9/5/2002 , Deceased Social Security No. 006-05-6344 Judith M. Schnell The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said I nventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unsworn falsification to authorities. Attorney: Shelly J. KU11k~_ Personal Representative Signature: .~.Wt.~)1L . __._n...._ _ ______________m____ Judith M. Schnell 1.0. No.: 64485 Signature: Signature: Address: 204 State Street Harrisburg, P A 17101 Address: 174 Rich Valley Road Mechanicsburg, P A 17055 Telephone: 717/233-1000 Telephone: 717-697-0834 Dated: .~J J yjJ&____.. Personal Property Georgia Power Co. 14,916.00 Hawaiian Electric Industries 8,995.00 Tennessee Valley Authority Power Bonds 26,350.00 USB Capital II 15,060.00 M & T Bank Checking Account No. 1346849 (per verification letter attached hereto as Schedule E) 5,901.23 M & T Bank Savings Account No. 15004200924668 - (per verification letter attached hereto as Schedule E) 3,361.31 M & T Bank Savings Account No. 15004200924668 (accrued interest to DaD per verification letter attached hereto as Schedule E) 0.09 Edenbrook Assisted Living - Refund 1,182.52 (Attach additional sheets if necessary) Total Personal Property and Real Estate $221,976.51 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of SANBORN, KATHRYN M. also known as KATHRYN MAGU[RE SANBORN No. 21 - 2002 - 0908 Date of Death 9/5/2002 , Deceased Social Security No. 006-05-6344 Social Security Administration - August [,121.00 Sun Life (U.S.) Regatta Gold - Annuity No. 507707700233739 (per verification statement attached hereto as Schedule E) 59,980.97 Cash Account - A.G. Edwards Account No. 0210-051880 (per verification statement attached hereto as Schedule E) 251.25 Money Market - A. G. Edwards Account No. 0210-051880 (per verification statement attached hereto as Schedule E) 14,006.85 Cash Account - A.G. Edwards Account No. 0210-063641 (per verification statement attached hereto as Schedule E) [ ,030.00 Centennial Money Market - A.G. Edwards Account No. 0210-063641 (per verification statement attached hereto as Schedule E) 7,454.22 Income Fund of America, Inc. (per verification statement attached hereto as Schedule E) 61,749.07 Depattment of the Treasury - Refimd of2002 Income Tax 6]7.00 Total Personal Property $221,976.51 2 COMMONWEALTH OF PENNSYLVAN1A DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B0801 HARRISBURG, PA 17128-0601 REV-1 162 EXlll-96l RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SKARlA TOS & ZONARICH 204 STATE STREET HARRISBURG, PA 17101 _nn_n told ESTATE INFORMATION: SSN: 006-05-6344 FILE NUMBER: 2102-0908 DECEDENT NAME: SANBORN KATHRYN M DATE OF PAYMENT: 04/25/2003 POSTMARK DATE: 04/24/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2002 NO. CD 002490 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $61.75 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: SKARlA TOS & ZONARICH CHECK# 13038 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $61.75 DONNA M. OTTO DEPUTY REGISTER OF WillS I; -103-0- BUREAU OF INDIVIDUAL TAXES IHHERIUNCE UX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 ,/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* IEY-IU7 EX 'FP UI~OS) SHELLY J KUNKEL SKARLATOS S ZONARICH 204 STATE ST HBG '\ , ('.( 14 DATE ESTATE OF DATE OF DEATH FILE NUMBER l.cOUNTY ACN 09-29-2003 SANBORN 09-05-2002 21 02-0908 CUMBERLAND 101 AItount R..l ti.d KATHRYN M PA 1710'1 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your accountl sub.it the upper portion of this for. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... R'Ey=ii.ij'rEiCAf'P--loFo3y------ii..-iNirEiiiTANC'E-yiiCs'i'A"fEliENY-O..-;.ccoi,iiif--..ii--------------------- ESTATE OF SANBORN KATHRYN M FILE NO. 21 02-0908 ACN 101 DATE 09-29-2003 THIS STATEHENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS DF THE STATED ACN IH THE NAMED ESTATE. SHOWH BELOW IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-09-2003 PRINCIPAL TAX DUE: ........_______..__.. 9,522.79 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-04-2002 CDOO1913 473.68 9,000.00 04-24-2003 CD002490 .00 61. 75 TOTAL TAX CREDIT 9,535.43 BALANCE OF TAX DUE 12.64CR INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE 12.64CR . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A nCREDlr' ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORII FOR INSTRUCTIONS. J (5 / SKARIA. '][1()S & WNARlIill UP ATTORNEYS AT LAW 204 STATE STREET HARRISBURG, PENNSYLVANIA 17101 JOHN R. ZONARICH* ANNA MARIE SOSSONG JOHN B. ZONARleH GREGORY S. CHELAP SHELLY J. KUNKEL TOCD F. TRUNTZ t DAVID H. JUDY STEELTON OFFICE MECI-1ANICS SAVINGS BUilDING, $TE. 201 5\ SOUTH FRONT STREET STEELTON PENNSYLVANIA 17113 1717) 939-9356 (17) 233-1000 TELEFAX (717) 233-6740 WWW.SKARLAT05Z0NARICH.COM MIDDLETOWN OFFICE (717) 944-5109 ANGELO SKARLATOS (1966-1961) . BOARD CERTIFIED IN CIVil TRIAL ADVOCACY t ALSO ADMITTED IN NEW JERSEY WRITER'S EMAIL: sjk@skarlatoslonanch.com October 14,2003 Office of Register of Wills Cumberland County Court House I Courthouse Square Carlisle, PA 17013 ..,.-- c' '" -.-.>. C' RE: Estate of Kathryn M. Sanborn No. 21-02-0908 D.O.D. 09/05/02 Dear Ladies and Gentlemen: Enclosed for filing are the original Receipt, Release and Indemnification Agreements to be filed for the above-referenced Estate. Please "time-stamp" the originals and return to me in the enclosed, self-addressed and stamped envelope. Also enclosed is a check in payment of the filing fee. If anything further is required, please contact me. Sincerely, gi~ i Sharon K. Shaffer Estate Administrator Enclosures '", .~ '<: g" ..J ... = u ... =:"'r-- < t- ;z;::< O""g" ~, .. . ,....... OIl "" .a !:: ..."". r.n.".~ 0<=... E-MC < 01 ... = ~ "" <l) ~ . '/) 0 =:c :> ~ ("T, ;t::o:~ f.. = :: 0 "'0 0 O"r- ....Ucll- <l) >-. <l) .... -"r.I:l"""l. .~ 5 :: C- ell.c. Q)O~0 ~Ut::r;; ~"'O :j.,..... C ::: UC li; <l)~ U u;...._ !:E~ o i= - U .... <= ~./ ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA alk/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DIVISION Deceased ESTATE NO. 21 - 2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release anq Indemnification Agreement (hereinafter referred to as "Agreement") is given this ~ day of Or-foL,/ ,2003, by DAVID C. PURINTON, of 1710 Aim Drive, Huntsville, Alabama, 35811, (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, alk/a Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5,2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receiot. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\1 Skarlato5 & Zonarich LLP OPEN FlLES\Estales\SANBK0201 - Kathryn M. Sanbom\Release - Full Distribution - David C Purinlon,doc Page 1 of3 Cash - $50,000.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. . 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a forma! court audit, the Beneficiary agrees to indemnifY Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. ModifY and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary S:II Skarlalas & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M. Sanbom\Release - Full Distribution _ David C. Purinton,doe Page 2 of3 consents to any such filing. IN WIlNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. ~ . ESS Social Security Number: 60.7 -7 Y - 7' D'7 ************ ST ATE OF ALABAMA COUNTY OF ~\ ':\.6.\ ~( "" SS: On this, the ~ day of \) v'\O't>\. r'"" ,2003, before me, the undersigned authority, personally appeared DAVID C. PURINTON, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. v, C'-<-~!\~,-\ j\['~ RY PUBLIC "\ \.J\-j \ \ ~OQ~ My Commission Expires: ~ 5:\1 Skarlatos & Zonarich LLP OPEN FJLES\Estates.\SANBKQ201 - Kathryn M. Sanbom\Retew;e - full Distribution - David C. Purinton doc pagd of 3 ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA alk/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DNISION Deceased ESTATE NO. 21 -2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release and Ind,emnification Agreement (hereinafter referred to as "Agreement") is given this J;'f t1..:. day of -# I I ,2003, by JUDITH M. SCHNELL, of 174 Rich Valley Road, Mechanicsburg, Pennsylvania, 17055 (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, alk/a Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5,2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: I. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: 5:\1 Skarlaros & ZOlUlrich LLP OPEN FILES\Estales\SANBK0201 - Kathryn M. SanOOm\Release _ Fun Distribution -lmlilh Schnell,doc Page I of3 Casb - $50,000.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnil'y Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation ofthe Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modil'y and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 5:\1 Skarlatos & Zonarich LLP OPEN FlLES\ESlates\SANBK0201 - Kathryn M_ Sanbom\Releue - Full Distribution. Judith SchnelLdoc Page 2 of3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. WITNESS ~ M t?\. )U. sdtl( ~ mmTH M. SCHNELL Social Security Number: O()L{-'-I4 -I tj~-1- * * * * * * * * * * * * COMMONWEALTH OF PENNSYLVANIA COUNTY OF 611&,tJ#//-1 SS: On this, the ~ day of ~ ' 2003, before me, the undersigned authority, personally appeared mmTH M. SC ELL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. f)k~~tU ~ 'NOTARY PUBLIC My Commission Expires: Notarial Seal Sharon K. Sbaffor. N~ Public Clly of llarrisbura. Dau~bin County My 'CommiBSion Explres Sept. 6. 2004 Member, IaAssocla1lonolNolaries 5:\1 Skarlalos & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M. SanbomlRelease - Full Distribution. Judith Schnell. doc Page 3 of3 ESTATE OF KATHRYN M. SANBORN, [N THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA a/k/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DIVISION Deceased ESTATE NO. 21 - 2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICA nON AGREEMENT For Full Distribution This Re~pt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this /0 day of /JIl"... , 2003, by SCOTT C. PURrNTON, of 2145 Salt Myrtle Lane, Orange Park, Florida, 32003, (lfereinafter referred [0 as "Beneficiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, a/kla Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5, 2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix ofthe Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit ofthe same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\l SkarJatos & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M Sanoorn\Release - Full Distribution _ Scott Purinton.doc Page 1 of3 Cash - $25,000.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indenmification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or offact. b. ModifY and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 5:\1 Skarlalos & Zonarich LLP OPEN FlLES\Estales\SANBK0201 . Kallu)'n M. Sanbom\Release + Fun Distribution - Scott Purinton.doc Page 2 00 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. ~II/\Il/)'l").b/~ WI SS ~B-~ SC C. PURINTON Social Security Number: ()()7-7'1- l(b/% * * * * * * * * * * * * STATE OF FLORIDA COUNTY OF /1r'Qf"1/ -be< J-e SS: On this, the /0,,4 day of ~~/ ,2003, before me, the undersigned authority, personally appeared SCOTT C. PURINTO , known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. .- Witness my hand and official seal the day and date aforesaid. ~~ My Commission Expires: -C- ~ 1/- C) 1 e10 CHRISTIAN H. JACOBUS ~- My Comm Exp. 5/11/04 "'~. No. CC 935867 Pmonally I<nown II 0lMr 1.0. 5:\1 Skarlatos & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M, SaJlborn\Release - Full Distribution _ Scott Purinton.doc Page3 of 3 ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA a/k/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DIVISION Deceased ESTATE NO. 21 - 2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This4t, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this day of -M~ ' 2003, by K,\TI~ S. GIROUX, of 869 Villa Drive, Melbourne, florida, 32940, (hereina ler referred to as "Beneficiary"). '4l{.H~.y N WITNESSETH: WHEREAS, Kathryn M. Sanborn, aIkIa Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5,2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix ofthe Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: I. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit ofthe same. 2. ReceiDt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: $:\1 Skarlatos & Zonarich LLP OPEN FILESlEstates\SANBK020 I - Kathryn M. SanbornlRelease - Full Distribution _ Kathryn Giroux,doc Page 1 of3 Cash - $16,667.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever , (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or offac!. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion ofthe Executrix with any court of competent jurisdiction, and the Beneficiary 5:\1 Skarlalos & Zonarich LLP OPEN F1LES\Estales\SANBK0201 - Kathryn M. Sarlbom\Release - Full Distribution - Klllhl'}'n GirouKdoc Page 2 of3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. ~)~ SS ~ S. GIROUX f?II1 ftJl.. Y N Social Security Number: 7,(13 (,6 4322- * * * * * * * * * * * * STATE OF FLORIDA COUNTY OF ~o52.J ssl<ock-~ On this, the ;( l"rl_ day of ~ ,2003, before me, the undersigned authority, personally appeared ~.~,..pIR X, own to me (or satisfactorily proven) to be the person whose name is subscribed t611MWfih1n Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. My Commission E . lAIMA-lIl" ..,NII. .."...... 1Ir"" .........It,_ ,. . DlllIt.. S:\] Skarlatos & Zonarich LLP OPEN F1LES\EslatesISANBK0201 - Kathryn M_ Sanbom\Release - Full Distributiol1- Kathryn Girou1l_doc Page3 00 ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA a/k/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DNISION Deceased ESTATE NO.2 I - 2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this rfl-.. day of M~ ' 2003, by JAMES A. SCHNELL, of 127 South Market Street, Second Floor, Mechanicsbu ,Pennsylvama, 170" (here matter referred to as "BenefiCiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, aJk/a Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5, 2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: 1. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S\l Skarlatos & Zonarich. LLP OPEN FILES\EslatesISANBK0201 - Kalh.rvll M. Sanborn\Release - Full Distribution - James Sch.nelLdoc Page 1 of3 Cash - $16,667.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnify Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, ifthe distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. Modify and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 5:\] Skarlatos & Zonarich LLP OPEN FTLES\Estates\SANBK0201 - Kathryn M_ S8nbom\Rele8se - Full Distribution. James SchnelLdoc Page 2 of 3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. ('ilmu~ itrr\Mo~ WITNESS ' ~1 Social Security Number: h7 (." 'f "1>97 ************ COMMONWEALTH OF PENNSYLVANIA COUNTY OF Q.uM6~ SS: On this, the _c:;~ day of rlI ~ ' 2003, before me, the undersigned authority, personally appeared JAMES A. SCHN LL, known to me (2! sat~11y p~n) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. ~o,~ NOTARY VB ~~ My Commission Expires: ~ov ttfl6t;1l.. /1 ~o-3 I _ Seal MJry 1. GoIffer. NoaIIy Public so- S.... ~~houd o..Y M, C . ~~ . Nov. 17.2003 MIIlIber. Penns'/tvanl8MsocIalloo , oINo1arte9 $:\1 Skarlalos & Zonarich LLP OPEN FlLES\Estales\SANBK0201 - Kathryn M. Sanbom\Release _ Full Distribution - James Schnell doc Page 3 of3 ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA alk/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DNISION Deceased ESTATE NO.2 I - 2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This ~'iS.'J'ipt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this :2"'fT" day of Af'lt.u.. ,2003, by JONATHAN G. SCHNELL, of429 E. 14th Ave., Apt. 210, Denver, Colorado, 80203, (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, alk/a Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5,2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: I. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit ofthe same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S\\ Skarlalo5 & Zonarich LLP OPEN FILES\EStBles\SANBK0201 - Kathryn M Sanbom\Release - Full Distribution. Jonathan Sdmelldoc Page 1 00 Cash - $16,667.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnii)' Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason of their representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake oflaw or of fact. b. Modii)' and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaneous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 5:\1 Skarlatos & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M_ Sanborn\Release - Full Distribution - Jonathan SchnelLdoc Page 2 of3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. JON~LL /ql.(,./.2-B-J.H Social Security Number: 11'0 ************ STATE OF COLORADO COUNTY OF ~.Uc SS: On this, the J ,,"A. day of ~l." I , 2003, before me, the undersigned authority, personally appeared JONATHAN . SCHNELL, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. I NO My Commission Expires: OJ. -a/ (J 7 ~ I.lO.lIb ... ., i......\\~TARr ~'O Q ~ 4- ..,. PlJa\.\<:' ~J'~ <" t;... S\\ Skarlatos & Zonarich LLP OPEN FILES\Estltes\SANBK0201 . Kathryn M. Sanoorn\Release. Full Distribution. Jonathan Schnell doc Page 3 of3 ESTATE OF KATHRYN M. SANBORN, IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA a/k/a KATHRYN MAGUIRE SANBORN, ORPHANS' COURT DIVISION Deceased ESTATE NO. 21-2002 - 00908 RECEIPT. RELEASE AND INDEMNIFICATION AGREEMENT For Full Distribution This Receipt, Release and Indemnification Agreement (hereinafter referred to as "Agreement") is given this .;(.< C>l day of , 2003, by JANICE M. PURINTON, of 2145 Salt Myrtle Lane, Orange Park, Florida, 3200 , (hereinafter referred to as "Beneficiary"). WITNESSETH: WHEREAS, Kathryn M. Sanborn, a/k/a Kathryn Maguire Sanborn (hereinafter referred to as "Decedent"), late of Silver Spring Township, Cumberland County, Pennsylvania, died testate on September 5,2002, having first made a Last Will and Testament, duly executed on May 26, 1999, which is recorded in the Office of the Register of Wills of Cumberland County, Pennsylvania; WHEREAS, Letters Testamentary on the Estate of the said Decedent were duly issued on October 8, 2002, by the Register of Wills of Cumberland County, Pennsylvania, unto Judith M. Schnell, who by the Decedent's aforesaid Last Will and Testament was appointed as Executrix of the Estate (hereinafter referred to as "Executrix"); WHEREAS, the Executrix has paid all the debts, taxes and expenses of the Estate known to her as detailed in the Pennsylvania Inheritance Tax Return and Tax Assessment Notice, and she has no knowledge of any unpaid claim which may be asserted against the Estate, nor does she have any reason to believe that there are any such claims; WHEREAS, the Beneficiary, pursuant to the Decedent's Last Will and Testament is beneficially interested in the above referenced estate; and WHEREAS, it is the desire of the Beneficiary that distribution be made without the formality of an accounting, and the Executrix is willing to make such distribution upon the receipt of a proper release and indemnification, which it is the purpose ofthis Agreement to provide. NOW, THEREFORE, intending to be legally bound hereby, the Beneficiary represents, warrants, covenants and agrees as follows: I. Waiver of Accounting. The Beneficiary hereby waives the necessity for an accounting and directs the Executrix to dispense with a formal audit of the same. 2. Receipt. The Beneficiary requests the Executrix to make distribution of the following property (adjusted for subsequent income and expenses) and effective upon delivery to the undersigned of the property shown as distributable, acknowledges receipt of such property: S:\1 Skarlatos & Zonanch LLP OPEN F1LES\Estates\SANBK020 I - Kathryn M. Sanoornl.Release - Full Distribution - Janice Purinton.doc Page 1 of3 Cash - $25,000.00 The Beneficiary does further acknowledge that the aforesaid distribution, in addition to any partial distribution made prior to the date of this Agreement, represents the Beneficiary's entire interest in the above-referenced estate. 3. Release. Upon having received the above described property distribution, the Beneficiary does by these presents remise, release, quit-claim and forever discharge from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, (a) the Executrix for or by reason of the Executrix's administration of the above-referenced Estate, or any other act, matter, cause or thing whatsoever; and (b) Skarlatos & Zonarich LLP, its employees, successors and assigns, for or by reason of their representation of the Executrix, or any other act, matter, cause or thing whatsoever. 4. Indemnification. In exchange for the Executrix's willingness to make the distribution hereunder without first securing the benefit of a formal court audit, the Beneficiary agrees to indemnifY Executrix and Skarlatos & Zonarich LLP, its employees, successors and assigns, and hold them harmless, to the extent of any funds or assets received by the Beneficiary hereunder, from and against the Beneficiary's then pro rata share of any and all liabilities, losses, damages, costs, verdicts, judgments, awards and expenses (including attorney's fees and other costs or expenses of defense) to which (i) the Executrix may be subjected by reason of the Executrix's administration of the above referenced Estate, as well as the settlement thereof by means of an informal distribution; and (ii) Skarlatos & Zonarich LLP, its employees, successors and assigns may be subjected by reason oftheir representation of the Executrix. The Beneficiary further agrees to: a. Refund or return, promptly upon the Executrix's written demand, any funds or assets distributed by the Executrix to the Beneficiary, if the distribution thereof is determined at any time to have been an erroneous or negligent distribution to the Beneficiary, whether such error or negligence was or was claimed to have been premised upon a mistake of law or of fact. b. ModifY and displace any otherwise applicable period limiting the time within which the Executrix's action to collect an erroneous or negligent distribution must be commenced, so as to provide that the Executrix need not commence an action to collect an erroneous or negligent distribution to the Beneficiary until two (2) years after such time as the Executrix shall have obtained actual knowledge of such error or negligence. 5. Miscellaileous a. The provisions of this Agreement shall be deemed severable in the event that one or more thereof shall be deemed invalid or unenforceable, with the effect that the remaining provisions shall persist as if such invalid or unenforceable provision had never been a part hereof. In addition, the construction, effect, validity and performance of this Agreement shall be governed in all respects by the laws of the Commonwealth of Pennsylvania, without regard to its conflict of laws provision. b. This Agreement shall bind the Beneficiary, the Beneficiary's heirs, representatives, successors, and assigns together with any person with respect to whom the Beneficiary is a natural or appointed guardian. c. The Beneficiary hereby acknowledges that this Agreement may be filed at any time, at the discretion of the Executrix with any court of competent jurisdiction, and the Beneficiary 5:\1 Skarlatos & Zonarich LLP OPEN FILES\Estates\SANBK0201 . Kathryn M. Sanhorn\Release - Full Distribution - Janice Purinton.doc Page 2 of3 consents to any such filing. IN WITNESS WHEREOF, the Beneficiary has executed and sealed this Agreement on the date first above inscribed. tJb"~ WI1NESS . , D~ .l~ (lANltEM. pL~'c)N >. '. Social Security Number: () 0.'>- - '-l (to' -C) ";;ld..j ************ STATE OF FLORIDA COUNTY OF C ~ SS: On this, the '26 day of ~ ' 2003, before me, the undersigned authority, personally appeared JANICE M. P RINTON, known to Ill!< (or satisfactorily proven) to be the person whose name is subscribed to the within Release and acknowledged that the Beneficiary executed the same for the purpose therein contained. Witness my hand and official seal the day and date aforesaid. IIOf./,v lANiIiJY "'Y~'DOIlO~1 ~........... .... ......~~~~ ?(U)O. -E.r>v--, ,^ / NOTARY P~L1C 0 (S My Commission Expires: 5:\1 Skarlatoa & Zonarich LLP OPEN FILES\Estates\SANBK0201 - Kathryn M. Sanhorn\Release _ Full Distribution -Janice Purinton.doc page3 00 STATUS REPORT UNDER RULE 6.12 o .; oK Name of Decedent: KATHRYN M. SANBORN, a/k/a KATHRYN MAGUIRE SANBORN Date of Death: SEPTEMBER 5, 2002 Will No.: 00908-2002 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report that 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. representative be complete: If the answer is No, state when the personal reasonably believes that the administration will 3. following: If the answer to No. 1 is Yes, state the a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative account informally to the parties in interest? Yes X state an No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Nov<.< 24, 2003 ~< - .lLuJ. J si~n~b <'l Shelly J. Kunkel Name (Please type or print) Skarlatos & Zonarich LLP 204 State Street Harrisburg, PA 17101 Address (717) 233-1000 Tel. No. Capacity: Counsel for Personal Representative