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Home My WebLink About02-0984Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Fae K. Bisttine No. ~ -~ -9~~ also known as ,Deceased Social Security No. 171-54-8474 Kenneth M. Bisttine Petitioner, who is 18 years of age or older, applies for (COMPLETE "A" OR "B" BELOW:) ~.:ItJ A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the Decedent, dated February 4 1998 and codicil(s) dated 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 bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudit:ated incompetent: B. Grant of Letters of Administration (d.b.n.c.l.a.: pendente tile; durance absentia; Ourante minodtate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and Decedent, then 72 years of age, died October 20. 2002, at 76 Longwood Drive Mechanicsburg Cumberland County PA (Location) Decedent at death owned property with estimated values as follows: $ 800 000.00 (If domiciled in PA) All personal property ........................................................................................... (If not domiciled in PA) Personal property in Pennsylvania ..................................................................... $ P P rh/ ~ ty ............................................................................... $ (If not domiciled in PA) Personal roe In Coun $ Value of real estate in Pennsylvania ............................................................................................................................ Total .................................................................................................................. $ 800 000.00 Real Estate situated as Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and rest ence ;` __. _ _ ~? --v z-~y------°- - Kenneth M. Bisttine 76 Longwood Drive Mechanicsbur , PA 17055 Fonn RW-1 Page 1 of 2 (Dauphin County) -Rev. 9/92 l~ -q~-/ 449164.1 Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 76 Lon wood Drive Mechanicsbur Silver S rin Townshi PA 17050 (list street, number and municipality) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of thepecedent, Petitioner will well and truly administer the estate according to law. Sworn to ~3r~d affirmed and subscribed before me this _ day of ~ ,~~:~ =~~Z 1 ~ '. \' No. .~~ ~ oa -g$'~ Estate of FA E K B T :.TUNE Deceased Social Security No: 1 71 -54-8474 Date of Death: OCOTBER 20 , 2002 AND NOW, NOVEMBER 4 - , 20 02 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration TESTAMENTARY d.b.n.c.t.; pentlente life; tlurante absentia; tlurante minoritate are hereby granted to KENNETH M BIST~~TNE in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as fine ;ast V~lill o` Decedent. FEES Letters ........................ . Short Certificate(s)...... Renunciation ............... Affidavit ( ) ................ Extra Pages ( )......... Codicil ......................... JCP Fee ...................... Inventory .................... . Other ........................... TOTAL ............... ~ i '~ .~' ,~ ,.y~- . . $ 445.00 $ 15.00 $ 45.00 $ 10.00 ~ 515.00 Attorney: Stanley A. Smith I.D. No: 33782 Address: Rhoads & Sinon LLP, PO Box 1146 1 South Market Square, Harrisburg, PA 17108-1146 Telephone: 717-233-5731 Form RW-1 Page 2 0(2 (Dauphin County) -Rev. 9/92 filed 1 1 - 4 - 2 0 0 2 called kim meals at`atty office 11-4-2002 _xi ,". .... 'C+<, -t .ail"C ._.!•'t'[i L :iJl'I-~CCIC C0171e.C1 fiCITl itt: +,1 1-~i;,f l~ .1 i _ .}'.. -... ,.. ~ "f1 ~ L'iiis .4" ~i~ ,i?I:~k'Cj CO iI1C 5?<_~ti ~ .~. ~ iii .!'tin ~-. - - _ ttv~F;l'vS~,l~::.; ~ ?t> al4?g~; t~~ u~li~ate this Cc~pg, r~~ h;a~~lst~s~ ~~ ;w. ,,,,, , ~~ ~~. r=< ,. ;~~ _ -_, - _ ~.. ;`r ` ~~ , ~ ~ . * r~ ~'~^ :~ . ,, ,_~. ocr ~ 2 ~~~2 8~~2~90 -,.9A~_ ~~,~,~ Mx~ (~T rr __ _~. rJ Rev. 2'B7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • 41TAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IFa9. Middle. ~asl SEK SGCiaL SECURITY NUMBER DATE OF GEATH ,MCnm. Dar. nrap =female 317_1 -54 -8474 C~t.20 2002 ,. Fae K. Bistline _ __ AGE (Last Bvtndayl UNDERtYEAR UNDERi DAY DATE OF BIRTH BIRTHPLACE ;C.N and PI.ALE tK DEATH;~nc ly ~u~e ruclNra rx, dlnei .~unl Mon,ns . Days Mows ; Mirrurea Murnn Day'earl Slawarcre~yn~wnuyl HOSPITAL:- ----~ OTHER: ~ sD t u DOA ^ " ^ Ewo n u ~ ^ ^ r en „ w R.adenu ayl 72 June 25,193 Perry Co. Inparwnl Vrs. - S. i e. 7. M. T OF HISPANIC ORIGIN? RACE ~ Amarrcan Indan, BIaCk, WnMa. Ne. COUNTY OF DERH CfTY, BORO. TWP OF DEATH FACILTY' NAME UI nut ,nsPM~un. y,ve weal and numcer, WA~yDF,FEDEN ~ No -1(t `M L.J II yw. aPacdY Cuban. IS[ <aY) " 76 Longwood Dr. ;. Kan.PuenoRlcan.a° „white Cumberland Co. silver Spring rItap. X .e. DECEDENT'S USUAL OCCUPATION KIND OF BUSINESS/INDUSTRV wAS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS Marrwd SURVIVING SPOUSE U.S. ARMED FORCES? 5 ~ onl n ,rdde com `tared Newt Manua, Wboa,ed. Ili case. ova maiden navel (Give kmddvvurF done OUrug mnsl d working Nle: do trot use reload 1 ElemenlarylSecorMiry College Divorced ISpecevl Y ^ " ~ _ ~2 `°'Z' 1 "°w'r' ,ma Qnn „b ,x tried eth M. Bistline °` ° housewife own home ,,. DECEDENT'S MAILING ADDRESS IStreet.Gry/TOVVn. Slaw, Zq Cooel DECEDENT'S pennsylvania Db „e ~Q vas eecrtden livedm Si vet Spring ,~ ACTUAL 17x. Stale RESIDENCE ae~emn d D r. Mq n a 76 Longwoo (See mLrucrgns icsbur PA 17050 °"dne1 $1d°' Ctiunberland Ipw"~^w? No.oKrWed trued 170 ^ wdhm atluW lanes oi cgrooro M h _ . _____-_ - ec an Is. g7 17b. County __ _ _ _-- F/RHER'S NAME (Post, Mx]d1e. Lase Arthur Kling MOTyER'~NiMall n~OuO M ~en Sumamel lvy'Jjaa pe u. ,a ' INFORMANT'SNAME (iyparPrunl Kenneth M. Bistline S MAILING ADDRESS tSUeal. Cey/iown. Stale. Zip Code) INFORMANT ~ 6 Longwood Dr.,Mechanicsburg,PA 17050 xa.. METHOD OF DISPOSITION DATE OF DISPOSITION = PUCE OF DISPOSTION ~ Name of Cemetery. Cremat«y LOCATION - CeylTOwn, Stall. Zp Coe • Banal ^ Gemalron ~. Rattoval hom Stale ^ (MOnm, IJeY. ~) a Odwr Plxe 13arwtidn^ ah.r,spe~M, ^ Oct.22, 2002 Con-O-Cite Crematory ~aeffe>:staai, PA 17088 xla. xID. x1c. 1 . LICENSE NUMBER NAME AND ADDRESS t7F FACILITY SIGN OF FUNERAL ERV~E LICENSEE OR PERSON ACTING AS SUCH ~'D-013163-L FH &05,324 Fizmel AAA~.,Iarv~ne,PA 17043 ~ J xx ( I - to dams 23ac only w n cenity~rp To Itls Dear o my knowledge, death pccurred a11M limo, tlate all place staled LICENSE NUMBER DATE SIGNED (Mmm, DaY. 'rear) pnysicrarr n not avaiMDM al bme of Oeam Id ($,grlarure and isle) ' candy cause d Osatn. x3b. x3e. tie. Items 2a-28 mop De completed Dy h TIME OF DEAT.Ha IMOnm. Day. vearl CEDbEAD DATE PRONOUN WAS CASE REFER RED TO MEDCI~CA~L %AMINERICORONER7 V a La rr No ^ • . parson wlw pronounces deat 4 5 A M / { O ~ ` • ~ V 0 25 xa. 27. PART I: EnMr 1M diseases, inryriesa compir[atKUta . JJ xe / wnirn reused the deem Do rot enlm th . e made al dying, such as caraac or respeatury anasL shook or noon la~lure r Approaimaro r _ PART It: OVwr srgndkan Corldilrorra mnrmutrnq to wam, but iven n PART 1 caraw nq reaullm m Ute unaxMn mlanal beMNn LW onN one cause on eadr Nrw. ~ stoat and deem . g q fl y ( IYYEOIATE CAUSE (Foul Z /-- j. ~ / I ~ ~ ~ ~s ~ ~ / / ~ I ~' ~ /y^// O~seasea cpnddan / r ~ ~e~~ ' _ ~ R r/w~ I/wE~ j~ ~ (_Y_l'SC Ll .estAUgmdeaml-~ a. -___ DUE R)( AS ACONSEOUENCE IJF): ._ $epWnNNy ~aI LOfWdlOna "1 arty, wading ld rmmedwls D. OUE ro (CR AS A CONSEOUE NCE OF): `I rat"x. Emw UNDERLYNIG ~ • CAUSE IDiseasea mNrY • mat wtated evens c - -' ---~ DUE 1d (UR AS A CONSEOUE NCE Oft. I • resullay m aeaml LAST ' d -~-----_.-.___. ___.- __._._.___--__.._ __...___-.--_ t WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF WJURY INJURY AT VYOHKT DESCRIBE MOW INJURY OCCURRED. PERFORMED? AVAILABLE PRIOR 10 tMmm, Uay. Yearl COMPLETIONIJF CAUSE Oi DEATM7 Natwal Homu:de ^ Yes ^ No ^ AccWenl ^ Perrdlrg Mvestgarwn ^ _ Y.M. __ _ 70D_ M. 300. 300. ^ No Y Yea ^ No ^ Surcrds U Could rnt Da determined ^ _ r pUCE OF INJURY - AI home tar . ape6r. laclory, office LOCATION (SUeet GNiTuwn. Stale) ea Duddng, etc. ISpecnvl xe.. xeb. x9. 30e. ~. CERTIFIER ICnecv Dray pnel 'CERTIFYING PHYSICAN (Pnysc,an cwdy~ng cause d deem caner anaher phvsK~an has pronounced deem anu completed Ite1n 271 To Ilse Met of my knowedge, death xcurred due b tM cauaelf(and manner ae slated ..................................................... SIGNAIUR AND TITLE OF CERTIFIER 31 b. - LICE 0ER DATE SIGNEDrMwan Oar. Pearl ~J ~ 'PRONOUNCING AND CERTIFYING PHYSICIAN IF1ryvGan trnt. :;r:n~w~ncinq deals and <erLlying bceuse or neaml ~ 7D ^ '~ Q 2 71d. _~ / 71 c. O ~O ~ ~~ ~ ' To the beat of my knowledge, death occurred at ON uma, date, arw place, and aw to Ina cause(s) and manner as orated .......................... _ ___ NAME AND ADDRESS OF PERSON WMO COMPLETED CAUSE OF DEATH (Item 271 Type a Pnnt 'MEDICAL EXAMINER/CORONER 1 2 t h S t Lemo ne PA 1 7 0 4 3 5 O N y On the Daaia of examination andlor inves,igallon, rn my opinion, deslh occurred a, the time, dale, and place, and due to Ine cause(s) and L_~ . / manner as eta,sd ...................................................................................... ............ na. - 3x. --- REGISTRAR'SSIGNATU rANO NUMBER / f ' J ~~' T V / GATE FILEDIMWnn Day. Yeai1 „ ; - Z L -•--~-~- 113291 LAST WILL AND TESTAMENT OF FAE K. BISTLINE 02 i- oa. -~gy I, FAE K. BISTLINE, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. I am married to Kenneth M. Bistline (hereinafter referred to as "My Spouse") and the children born of our marriage are Judy K. Lyman, Valli A. Williams, Beth C. Bard and Alice E. DiCocco. As used herein the term "my children" shall refer to the aforelisted children born of my marriage with My Spouse. 1. TANGIBLE PERSONALTY. I give and bequeath all of my household furniture and furnishings, automobiles, other motor vehicles, books, pictures, jewelry, china, crystal, appliances, silverware, wearing apparel, articles of household or personal use or adornment, collections, artworks, together with all policies of insurance thereon, to My Spouse, if My Spouse survives me. If My Spouse does not survive me, I give such articles to my children living at my death in as nearly equal shares as they shall select under the supervision of my Executor. Any cost of packing and shipping said personalty to the beneficiaries, including Page 1 of 16 pages insurance, shall be paid by my Executor as a general administration cost. If any such articles cannot be fairly divided or distributed in kind in the opinion of my Executor, such articles shall be sold and the proceeds thereof shall pass as a part of my residuary estate. 2. UNIFIED CREDIT TRUST. If my Spouse survives me, I give, devise and bequeath to my Trustee hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of in accordance with this ITEM for the benefit of My Spouse and my issue (herein referred to as the "Unified Credit Trust") an amount equal to the sum of the balance of the dollar amount not taxed in my estate due to the application to my estate of (i) the applicable credit amount against federal estate tax under Section 2010 of the Internal Revenue Code of 1986 (the "Applicable Credit"), as amended, or any subsequent successor or parallel provision thereto, after deducting therefrom the value, for federal estate tax purposes, of (a) assets included in my federal gross estate which pass or have passed other than under the terms of this Will and which will utilize a portion of the Applicable Credit, (b) any bequests under the preceding ITEM of this Will which will utilize a portion of the Applicable Credit and (c) adjusted taxable gifts not included in my federal gross estate but included in the computation of the tentative federal estate tax in my estate; and (ii) the state death tax credit allowed for federal Page 2 of 16 pages estate tax purposes (but only to the extent its use will not increase any Death Taxes, other than Pennsylvania Inheritance or Pennsylvania Estate Taxes, owing by my estate). My Trustee shall have, hold, manage, invest and reinvest the assets of the Unified Credit Trust, collect the income and (a) Beginning at my death, my Trustee shall pay over the net income of the Unified Credit Trust to My Spouse during My Spouse's lifetime, in installments not less frequently than quarterly. In addition, my Trustee shall pay to My Spouse such amounts of the principal of such trust as, in the sole discretion of my Trustee, shall be necessary for the maintenance, support and medical and nursing care of My Spouse, taking into consideration any other means readily available for such purposes. My Spouse shall have the exclusive and unrestricted right during My Spouse's lifetime to occupy or otherwise use any residence held wholly or partially in this Trust and the Trustee shall, at the request of My Spouse, sell any interest in any residence held in this Trust and may use the proceeds for the purchase of another residence for My Spouse's use or for investment in income producing property, as My Spouse may direct. (b) Upon the death of My Spouse, my Trustee shall divide the principal and any undistributed income of the Unified Credit Trust into the following shares (subject to Trust or distribution as hereinafter provided): (1) One-Eighth (1/8) share for my daughter, JUDY K. LYMAN. (2) One-Fourth (1/4) share for my daughter, VALLI A. WILLIAMS. (3) One-Fourth (1/4) share for my daughter, BETH C. BARD. (4) Three-eighths (3/8) share for my daughter, ALICE E. DiCOCCO. If any of my said daughters is living at the death of My Spouse, such daughter's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, to be held, administered and Page 3 of 16 pages disposed of as a separate trust estate in accordance with ITEM 5 for the benefit of such daughter for when whom the share was created (the "Child's Trust") If any of my said daughters is not living at the death of My Spouse, the share otherwise created for such deceased daughter under this paragraph (b) shall be distributed to such daughter's issue then living, per stirpes, or if such deceased daughter has no issue then living, then the share of such deceased daughter shall be added to the other shares created under this paragraph (b) in the proportions which such shares bear to each other. PROVIDED HOWEVER, in all events, if any share is otherwise to be distributed to the issue of a deceased daughter of mine and any such issue has not then attained the age of thirty-five years, each such issue's share shall be retained by my Trustee, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in accordance with ITEM 6 for the benefit of each such issue (the "Grandchild's Trust"). 3. BEQUESTS. If I survive My Spouse, I make the following cash bequests: (a) The sum of TEN THOUSAND DOLLARS ($10,000.00) to TRINITY LUTHERAN CHURCH, 2000 Chestnut Street, Camp Hill, Pennsylvania. (b) The sum of FIVE THOUSAND DOLLARS ($5,000.00) TO GOODWILL INDUSTRIES OF CENTRAL PENNSYLVANIA, 1150 Goodwill Drive, Harrisburg, Pennsylvania. 4. RESIDUE. I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, not disposed of in the preceding portions of this Will, including all property over which I hold a power of appointment (which powers of appointment I hereby exercise in favor of my estate), to My Spouse, if My Spouse survives me. If My Spouse does not survive me, my said residuary estate shall be divided into the following shares, (subject to Trust or distribution as hereinafter provided): Page 4 of 16 pages (a) One-Eighth (1/8) share for my daughter, JUDY K. LYMAN. (b) One-Fourth (1/4) share for my daughter, VALLI A. WILLIAMS. (c) One-Fourth (1/4) share for my daughter, BETH C. BARD. (d) Three-eighths (3/8) share for my daughter, ALICE E. DiCOCCO. If any of my said daughters is living at my death, each such daughter's share shall be distributed to my Trustee, hereinafter named, IN TRUST NEVERTHELESS, to be held, administered and disposed of as a separate trust estate in accordance with ITEM 5 for the benefit of such daughter for whom the share was created (the "Child's Trust") If any of my said daughters is not living at my death, the share otherwise created for such deceased daughter under this ITEM shall be distributed to such deceased daughter's issue, per stirpes, living at my death, or if she has no issue then living, then the share of such deceased daughter shall be added to the other shares created under this ITEM in the proportions which such shares bear to each other. PROVIDED, HOWEVER, in all events, if any share is otherwise distributable under this ITEM to the issue of a deceased daughter of mine and any such issue shall not then have attained the age of thirty-five years, each such issue's share shall be distributed to my Trustee, hereinafter named, IN TRUST NEVERTHELESS, each to be held, administered and disposed of as a separate trust estate in Page 5 of 16 pages accordance with ITEM 6 for the benefit of each such issue (the "Grandchild's Trust"). 5. CHILD'S TRUST. My Trustee shall have, hold, manage, invest and reinvest the assets of each Child's Trust, collect the income and (a) My Trustee shall pay to the beneficiary of the Child's Trust (the "Child"), for the Child's lifetime, the net income derived from the Child's Trust in installments not less frequently than quarterly. (b) Upon the death of the Child, the then remaining principal and any undistributed income of the Child's Trust shall be distributed to the Child's issue then living, per stirpes; provided, however, that if any such issue shall not then have attained the age of thirty-five years, each such issue's share shall be retained by my Trustee as a separate trust estate, IN TRUST NEVERTHELESS, each to be held, administered and disposed of in accordance with the provisions of ITEM 6 for the benefit of each such issue (the "Grandchild's Trust") If the Child has no issue then living, then such assets shall be distributed in accordance with the terms of ITEM 4 of this Will as though I had died on the date of the Child's death. 6. GRANDCHILD'S TRUST. My Trustee shall have, hold, manage, invest and reinvest the assets of each Grandchild's Trust, collect the income and (a) Until the beneficiary of the Grandchild's Trust (the "Grandchild") shall have attained the age of twenty-one years, my Trustee shall from time to time pay to or for the benefit of the Grandchild such amounts of the net income and principal of the Grandchild's Trust as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's maintenance, support, medical and nursing care and education, including college and graduate education, taking into consideration any other means readily available for such purposes. At the end of each year any unexpended income Page 6 of 16 pages shall be added to the principal of the Grandchild's Trust. (b) After the Grandchild shall have attained the age of twenty-one years, my Trustee shall thereafter pay to the Grandchild the net income derived from the Grandchild's Trust in installments not less frequently than quarterly and such amounts of the principal as, in the sole discretion of my Trustee, shall be necessary for the Grandchild's education, including college and graduate education, taking into consideration any other means readily available for such purposes. (c) If at the time of the creation of the Grandchild's Trust the Grandchild shall have then attained the age of thirty-five years or if the Grandchild shall thereafter attain that age, my Trustee shall distribute outright to the Grandchild the then remaining principal of the Grandchild's Trust. (d) If a Grandchild shall die before final distribution of the assets of the Grandchild's Trust is made, the then remaining principal and any undistributed income of the Grandchild's Trust shall be distributed to the Grandchild's issue then living, per stirpes; or if the Grandchild shall have no issue then living, to the issue then living of the parent of the Grandchild who was a child of mine, per stirpes, or, if such parent shall have no issue then living, to my issue then living, per stirpes; provided, however, in any event, if any such beneficiary is then a beneficiary of a Child's Trust or Grandchild's Trust hereunder, the share of such beneficiary shall be added to the principal of such Child's Trust or Grandchild's Trust, as the case may be, as if an integral part thereof, to be held, administered and disposed of in accordance with the terms thereof. 7. PERPETUITIES PROVISIONS. Nothing herein is intended to, nor shall it be construed to, postpone the vesting of any part of the assets of any separate trust estate hereunder for more than twenty-one years after the death of the survivor of me, My Spouse and my issue living at the time of my death. At the expiration of such period the assets of all the separate trust Page 7 of 16 pages estates hereunder shall immediately vest in fee simple absolute in and be distributed outright to the person or persons then entitled to receive the income therefrom, whether in my Trustee's discretion or otherwise. 8. SPENDTHRIFT PROVISION. No interest in income or principal of my estate or any trust created hereunder shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary of my estate or of any trust created hereunder prior to the beneficiary's actual receipt thereof. My Executor or Trustee shall pay over the net income and the principal to the beneficiaries herein designated, as their interests may appear, without regard to any attempted anticipation (except as may be specifically provided herein), pledging or assignment by any beneficiary of my estate or of any trust created hereunder and without regard to any claim thereto or attempted levy, attachment, seizure or other process against said beneficiary. 9. SURVIVAL PRESUMPTIONS. Any person who shall have died at the same time as I or under such circumstances that it is difficult or impossible to determine who shall have died first, shall be deemed to have predeceased me. Any person other than me who shall have died at the same time as any then beneficiary of income of my estate or a trust created hereunder or under such circumstances that it is difficult or impossible to determine who Page 8 of 16 pages shall have died first, shall be deemed to have predeceased such beneficiary. 10. FIDUCIARY POWERS. In the settlement of my estate and during the continuance of any trust created hereunder, my Executor and my Trustee shall possess, among others, the following powers, exercisable without prior court approval, but in all cases to be exercised for the best interests of the beneficiaries: (a) To retain any investments I may have at my death so long as my Executor or Trustee may deem it advisable to my estate or trust so to do, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates. (b) To vary investments, when deemed desirable by my Executor or Trustee, and to invest in such bonds, stocks, notes, real estate mortgages or other securities or in such other real or personal property, including securities owned, issued or underwritten by any corporate Executor or Trustee or any of their affiliates, or as to which my corporate Executor or Trustee or any of their affiliates are investment advisors, as my Executor or Trustee shall deem wise, without being restricted to so called "legal investments". (c) In order to effect a division of the principal of my estate or trust or for any other purpose, including any final distribution of my estate or trust, my Executor or Trustee is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets shall be divided or distributed at their respective values on the date or dates of their division or distribution. In making any division or distribution in kind, my Executor or Trustee shall divide or distribute said assets in a manner which will fairly allocate any unrealized appreciation among the beneficiaries. Page 9 of 16 pages (d) To sell either at public or private sale and upon such terms and conditions as my Executor or Trustee may deem advantageous to my estate or trust, any or all real or personal estate or interest therein owned by my estate or trust severally or in conjunction with other persons or acquired after my death by my Executor or Trustee, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor or Trustee in this paragraph or elsewhere in this Will. (e) To mortgage real estate and to make leases of real estate for any term. (f) To borrow money from any party, including my Executor or Trustee, to pay indebtedness of mine or of my estate or trust, expenses of administration, Death Taxes or other taxes. (g) To pay all costs, expenses, legally enforceable debts, funeral expenses and charges in connection with the administration of my estate or trust. (h) To vote any shares of stock which form a part of my estate or trust and to otherwise exercise all the powers incident to the ownership of such stock and to actively manage and operate any incorporated or unincorporated business, including any joint ventures and partnerships, and to incorporate any such unincorporated business, with all the rights and powers of any owner thereof. (i) In the discretion of my Executor or Trustee, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my estate or trust. Page 10 of 16 pages (j) To assign to and hold in my estate or trust an undivided portion of any asset. (k) To hold investments in the name of a nominee. (1) To compromise controversies. (m) To disclaim, in whole or in part, any and all interests in property owned by me at the time of my death, including those passing to me by Will, intestacy, contract, joint ownership, operation of law or otherwise. (n) To divide any trust hereunder into two or more separate, but identical, trusts. To divide any trust hereunder which would have a generation skipping transfer tax inclusion ratio other than one (1) or zero (0), into two (2) separate trusts which are fractional shares, known as the "exempt trust" and the "nonexempt trust". The exempt trust is that fractional share of the total trust fund that has a generation skipping transfer tax inclusion ratio of zero (0), and the nonexempt trust is the remaining factional share of the trust, with a generation skipping transfer tax inclusion ratio of one (1) The terms and conditions of the nonexempt trust and the exempt trust will be identical. Any reference to a trust created under this Will, without a further specification or limitation, shall be deemed to refer to both the exempt trust and the nonexempt trust, in proportionate amounts, where relevant. The assets of each separate exempt and nonexempt trust shall be held, administered and invested as separate trusts, and my Trustee shall maintain adequate accounting and records for both such trusts. My Executor shall indicate on the federal estate tax return filed for my estate that separate trusts will be created (or funded) and clearly set forth the manner in which the trust is to be severed and the separate trusts funded. (o) To designate one or more persons or a corporation to act as ancillary fiduciary in any jurisdiction in which ancillary administration may be necessary, such ancillary fiduciary to serve without bond or security and to have all powers, authorities and discretions conferred hereunder. Page 11 of 16 pages (p) To employ and compensate from income or principal, in the discretion of my Executor or Trustee, investment and legal counsel, accountants, brokers and other specialists. 11. EXCULPATORY CLAUSES. In the settlement of my estate: (a) My Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from an election made in good faith to claim a deduction as an income tax deduction or as an estate tax deduction. (b) In valuing property in my gross estate for the purposes of any Death Tax, my Executor shall not be personally liable for any loss to my estate or to any beneficiary of my estate resulting from my Executor's decision made in good faith to use a particular valua- tion date. 12. TAX CLAUSE. All inheritance, estate and similar taxes becoming due by reason of my death, except any taxes relating to generation skipping transfers imposed under Chapter 13 of Subtitle B of the Internal Revenue Code, as amended ("Death Taxes"), whether such Death Taxes shall be payable by my estate or by any recipient of any property, shall be paid by my Executor out of the property passing under ITEM 2 of this Will, if any, otherwise out of the property passing under ITEM 4, as an expense and cost of administration of my estate; provided, however, that if any property held in any testamentary or inter vivos trust created by My Spouse is includable in my estate for purposes of any Death Tax, then any Death Tax attributable to the inclusion of any such property in my estate for the purposes of that Death Tax Page 12 of 16 pages shall be paid out of such property or by the recipients of such property; and, if such Death Taxes are nevertheless paid by my Executor, I direct my Executor to obtain reimbursement or contribution for any such taxes paid by my Executor. Except to the extent above provided, my Executor shall have no duty or obligation to obtain reimbursement for any Death Taxes paid by my Executor, even though paid with respect to proceeds of insurance or other property not passing under this Will. 13. CUSTODIAN OF ESTATES. If at any time any individual under the age of twenty-one years shall be entitled to receive any assets free of trust by reason of my death, whether payable hereunder, by operation of law, contract or otherwise, I appoint my Trustee hereinafter named as Custodian for such individual under the Pennsylvania Uniform Transfers to Minors Act, or should such Trustee fail or cease to act, I appoint the beneficiary's parent(s) as such custodian. 14. TRUST MERGERS AND TERMINATIONS. (a) If there should be established by My Spouse, either by Last Will and Testament or by inter vivos Deed or Agreement, trusts similar to the trusts herein established for the benefit of my issue, my Trustee herein shall have the right and power to merge trusts herein established with similar trusts for the same beneficiaries established by My Spouse and to operate each of the merged trusts as a single trust. (b) If, in the sole discretion of my Trustee, at any time any trust hereunder is or becomes too small to justify its maintenance as a separate trust, my Trustee, without any liability to any person or remainderman whose interest may be affected thereby and without the Page 13 of 16 pages necessity of court approval, shall terminate such trust by distributing all the income and principal of the trust to the then income beneficiary or beneficiaries of said trust. If any additions to any such trust are received after its termination under this ITEM, such trust shall be revived and this provision shall continue to apply to it. The Trustee discretion herein granted shall in no event be construed as giving any potential distributee of a trust the right to compel a termination in whole or in part of such trust. 15. LIMITATION OF ISSUE. For purposes of this Will, all references to my issue or to the issue of my daughters shall exclude any persons adopted by my daughters or the issue of any persons adopted by my daughters. 16. EXECUTOR APPOINTMENT. I hereby appoint My Spouse, KENNETH M. BISTLINE, as Executor of this Will. If for any reason My Spouse should fail or cease to act, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, with offices in Dauphin County, Pennsylvania, as Executor. All references in this Will to my "Executor" shall refer to my originally named Executor or to my successor Executor, as the case may be. 17. TRUSTEE APPOINTMENT. I hereby appoint My Spouse, KENNETH M. BISTLINE and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, as Co-Trustees of any trust created hereunder. If for any reason My Spouse should fail or cease to act, DAUPHIN DEPOSIT BANK AND TRUST COMPANY shall serve alone. So long as a Trustee or the issue of such Trustee is a beneficiary of any trust hereunder, such Trustee shall not (i) participate in any discretionary determination of the Trustee to distribute principal or income of such trust to or Page 14 of 16 pages for the benefit of such beneficiary or to his or her issue; or (ii) participate in any discretionary determination of the Trustee to terminate said trust under the ITEM hereof entitled "TRUST MERGERS AND TERMINATIONS". An individual Trustee shall be deemed to have failed to serve as Trustee hereunder if, among other reasons, the treating physician of said individual Trustee shall certify in writing that such Trustee possesses permanent mental or physical incapacities which preclude such Trustee from discharging his or her duties as Trustee hereunder. My Spouse, so long as he is living, and thereafter my children living from time to time, by majority vote, shall be authorized, by written notice directed to the Trustee, to remove any corporate Trustee, at any time and from time to time, for any reason, without cause and without Court approval, but must, in the same manner, replace said corporate Trustee with another corporate Trustee having fiduciary powers. Any Trustee serving hereunder shall have the right to resign from such office at any time, with or without cause and without Court approval; provided, however, that the resignation of any corporate Trustee shall be effective only if another corporate Trustee agrees to serve hereunder in its place. No successor Trustee shall be liable for the actions of a resigning or removed Trustee occurring prior to such successor Trustee taking office. All references in this Will to my "Trustee" shall refer to my Page 15 of 16 pages originally named Co-Trustees or to my sole successor Trustee, as the case may be. 18. WAIVER OF BOND; FIDUCIARY FEES. My Custodian, Executor and Trustee shall qualify and serve without the duty or obligation of filing any bond or other security. Any corporate fiduciary shall be entitled to compensation for services in accordance with any fee agreements which may be entered, otherwise in accordance with the standard schedule of fees in effect when the services are rendered. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding '~ i = fifteen (15) pages, this day of -~ (~;-~, ~~ : 1998. •~~~~ ~~ ~;J),t~i ~`a (SEAL) Fae K. Bistline We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. (SEAL) Residing at :~~,~p !~~~---~~-~ ` e ~~ ~ ~`~ `~/~" ~~ ~~ (SEAL) Residing at : 3~ /l! ~l~i~_ ,; `:~ ~ ~<e.~.~ <i ~~ ~_ '~ - _ ( SEAL ) Residing at <~,c'C f !'. ,,, ~L%< <"t l C' 7 Page 16 of 16 pages Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Fae K. Bistline No. 2 1- O ~ - 9 F~l also known as Deceased Stanley A. Smith and Judith L Kraoe each a subscribing witness to the ^ codicil(s) ~ will presented herewith, each being duly, qualified according to law deposes and says that they were present and saw the above Testatrix sign the same and that they signed as a witness at the request of Testatrix in their presence and O in the presence of each other ^ in the presence of the other subscribing witness(es). (Address) `~/ ~ ~~ J` (Signature) $.-~'1 c--G-y~- (Address) tary Public Commission Expires: {~CTA~iAi. $EAI. a ~'~+t;~~is~i~ s ~. ~~) Hsu hin Courtry~ttc -lurrisbug, eQ AU 2~ } =ys ~ ~``,'iYa7Y'i~ssiWbil ~A~}~,-,.~„ 9'__~.....--~ ~ ~h~,,t.'' , ; rlsiyi~l%!iS',.'1 rp'+'Sa~%Ci'ut=an ~ ~~ Sworn to or affirmed and subscribed befo(re~me this ~~ day of 449093.1 ~./~ CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: FAE K. BISTLINE Date of Death: October 20, 2002 Will No. 2002-00984 To the Register: Adm. No. 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 and intestate heirs of the above- captioned estate on November 12, 2002. Name Address Kenneth M. Bistline 76 Longwood Drive Mechanicsburg, PA 17050 Judy K. Collins 236 East Plum Street Elizabethtown, PA 17022 Valli A. Williams 6164 Moorgate Mechanicsburg, PA 17055 Beth C. Bard 701 Henry Street Mechanicsburg, PA 17055 Alice E Pavri P.O. Box 339 Kimberton, PA 19442 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE ,---=-~__ ~'~- ., Date: ~~~ ~' Z~2 Signature: /' ~ ~~~ Name: S1an1e.3~A.~fnith, Esquire Address: BROADS & S1NON LLP P.O. Box 1146 Harrisburg, PA 17108 Telephone: (717) 233-5731 Capacity: XX Counsel for Personal Representative aa9~~~.~ R~®~~~ ~ S>t~®~ ALP ROBERT H. LONG, JR.~ SHERILL T. MOVER JAN P. PADEN RICHARD B. WOOD LAWRENCE B. ABRAMS III= J. BRUCE WALTER JOHN P. MANBECK FRANK J. LEBER PAUL A. LUNDEEN JACK F. HURLEY, JR. DAVID B. DOWLING DAVID F. O'LEARY DAVID O. TWADDELL CHARLES J. FERRY STANLEY A. SMITH DENS H. DAMGAARD~ DRAKE D. NICHOLAS THOMAS A. FRENCH DEAN H. DUSINBERRE DONNA M.J. CI-ARK CHARLES E. GUTSHALL PAUL F. WESSELL SHAWN D. LOCHINGER JAMES H. CAWLEY DEAN F. PIERMATTEI KENNETH L. JOEL' DEBRA M. KRIETE TODD J. SHILL DAVID M. BARASCH THOMAS ]. NEHILLA ROBERT J. TRIBECK TIMOTHY J. NIEMAN LORI ]. McELROY KEVIN M. GOLD CARL D. LUNDBLAD JAMES E. ELLISON RICHARD E. ARTELL PAUL J. BRUDER, JR." JOANNE BOOK CHRISTINE AMY J. MENDELSOHN' MICHAEL W. WINFIELD' KATHRYN G. SOPHY' STEPHANIE E. DIVITTORE KATHLEEN D. BRUDER"•s CHRISTYLEE L PECK JOHN M. COLES HEATHER Z. KELLY JAMES ].JARECKI JENNIFER ZIMMERMAN 1 AL50 ADMITTED TO THE DISTRICT OF COLUMBIA BAR 2 AL50 ADMITTED TO THE FLORIDA BAR 3 AL60 ADMITTED TO THE MARYLAND BAR 4 AL60 ADMITTED TO THE NEW JERSEY BAR 5 AL60 ADMITTED TO THE NEW YORK BAR ATTORNEYS AT LAW OF COUNSEL TWELFTH FLOOR HENRY W. BROADS ONE SOUTH MARKET SQUARE RETIRED P.O. BOX 1146 FRANK A. SINON JOHN C. DOWLING HARRISBURG] PA 17108-1146 PAUL H.RHOADS 1907-1984 JOHN M. MUSSELMAN TELEPHONE (717) 233-5731 1919-1980 CLYLE R. HENDERSHOT 1922-1980 FAX (717) 231-6698 EMAIL ydurham@rhoads-sinon.com DIRECT DIAL NO. W E B S I T E: www.rhoads-sinon.com 231-6677 JANUARY 1 7, 2003 FILE NO. 6365/02 Re: Estate of Fae K. Bistirle _ .. F iie 1V'o.: 21-02-0984 Register of Wills Cumberland County Courthouse ' High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: ~ '~ ~i ~ i. ~ - Enclosed is a check in the amount of $22,500.00, representing payment on account of Pennsylvania Inheritance Tax for the Estate of Fae K. Bistline, your file number 2002-00984. We are making payment within three months of Mrs. Bistline's death (Gctober 20, 2002) in order to qualify for the 5% discount for early payment. Thanking you for your assistance in this matter, we are Very truly yours, BROADS & SINON LLP By: ~~~~~-`- nne R. Durham gal Assistant Enclosure cc: Kenneth Bistline, Co-Executors Stanley A. Smith, Esquire 458061.1 YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA BATON, FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232.1459 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-96) NO. CD 002057 SMITH STANLEY A ESQUIRE P O BOX 1 146 HARRISBURG, PA 1 71 08-1 1 46 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ESTATE INFORMATION: sSN: ~~~-54-s4~4 FILE NUMBER: 2102-0984 DECEDENT NAME: BISTLINE FAE K DATE OF PAYMENT: 01 / 1 7/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/20/2002 101 ~ $22,500.00 TOTAL AMOUNT PAID: REMARKS: KENNETH BISTLINE STANLEY A SMITH ESQUIRE SEAL CHECK#1003 INITIALS: VZ RECEIVED BY: DONNA M. OTTO 522, 500.00 DEPUTY REGISTER OF WILLS REGISTER OF WILLS ROBERT H. LONG, JR.' DEAN F. PIERMATTEI $HERILL T. MOVER KENNETH L. JOEL' JAN P. PADEN DEBRA M. KRIETE RICHARD B. WOOD TODD ]. SHILL LAWRENCE B. ABRAM$ III DAVID M. BARA$CH J. BRUCE WALTER JOHN P. MANBECK ROBERT J. TRIBECK FRANK ]. LEBER TIMOTHY J. NIEMAN PAUL A. LUNDEEN LORI ]. MCELROY JACK F. HURLEY, JR. KEVIN M. GOLD DAVID B. DOWLING CARL D. LUNDBLAD DAVID F O'LEARY JAMES E. ELLISON . DAVID O. TWADDELL RICHARD E. ARTELL PAUL J. BRUDER JR.' CHARLES J. FERRY , JOANNE BOOK CHRISTINE STANLEY A. SMITH AMY ) MENDEL$OHNZ ]ENS H. DAMGAARDZ . MICHAEL W. WINFIELD' DRAKE D. NICHOLAS KATHRYN G. $OPHY' THOMAS A. FRENCH STEPHANIE E. DIVITTORE DEAN H. DUSINBERRE KATHLEEN D. BRUDER'•` DONNA M.J. CLARK CHRISTYLEE L. PECK CHARLES E. GUTSHALL JOHN M. COLES PAUL F. WESSELL HEATHER Z. KELLY SHAWN D. LOCHINGER ]AME$J.JARECKI JAMES H. CAWLEY JENNIFERZIMMERMAN 1 AL60 ADMITTED TO THE DIST RICT OF COLUMBIA BAR 2 ALSO ADMITTED TO 7HE FLORIDA BAR 3 AL60 ADMITTED TO THE MARYLAND BAR 4 AL60 ADMITTED TO THE NEW JERSEY BAR 5 AL60 ADMITTED TO THE NEW YORK BAR VIA HAND DELIVERY Register of Wills Cumberland County Courthouse High and Hanover Streets Carlisle, PA 17013 Dear Sir or Madam: ATTORNEYS AT LAW OF COUNSEL TWELFTH FLOOR HENRY W. BROADS ONE SOUTH MARKET SQUARE RETIRED P.O. BOX 1146 FRANK A. SINON JOHN C. DOWLING HARRISBURG, PA 17108-1146 PAUL H. BROADS 1907-1984 TELEPHONE (717) 233-5731 JOHN M. MUSSELMAN 1919-1980 CLYLE R. HENDERSHOT FAX (717) 232-1459 1922-1980 EMAIL KMEALS@RHOADS-SINON.COM DIRECT DIAL NO. WEBSITE: www.rhoads-sinon.com (717) 231-6671 March 6, 2003 FILE NO. 6365/02 Re: Estate of Fae K. Bistline Your file No.: 00984 of 2002 Enclosed are the following in connection with the above-captioned Estate: (1) Pennsylvania Inheritance Tax Return, in duplicate, showing tax due of $489.24. (2) Inventory. (3) Check in the amount of $31.00 in payment of your filing fee. (4) A copy of this letter, with first page of Return attached to be time stamped and returned to the undersigned. Very truly yours, BROADS & SINON LLP Kir~Yberly . Mealsr Legal Assistant Enclosures cc: Kenneth M. Bistline 463696. I YORK: TELEPHONE (717) 843-1718, FAX (717) Z3Z-1459 AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA BATON, FL 33432 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397.4431, FAX (717) 232-1459 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 002260 RHOADS & SINON LLP 1 S MARKET SQUARE HARRISBURG, PA 17101 --- fold ESTATE INFORMATION: ssrv: 171-54-s4~4 FILE NUMBER: 2102-0984 DECEDENT NAME: BISTLINE FAE K DATE OF PAYMENT: 03/07/2003 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 1 O/ 20/ 2002 ACN ASSESSMENT CONTROL NUMBER REV-1162 EXI11-96) AMOUNT 101 ~ 5489.24 TOTAL AMOUNT PAID: REMARKS: KENNETH M BISTLINE C/O RHOADS & SINON LLP CHECK#1004 SEAL INITIALS: DO RECEIVED BY: DONNA M. OTTO 5489.24 DEPUTY REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of FAE K. BISTLINE No. 00984 of 2002 also known as Date of Death October 20. 2002 Deceased Social Security No. 171-54-8474 I KENNETH M. BISTLINE Personal Representative 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 in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that 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 verify that the statements made in this Inventory are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of ersonal Represents i Attorney: Stanley A. Smith, Esquire I.D. No.: 33782 a Address: Rhoads & Sinon LLP, P.O. Box 1146 Harrisburg, PA 17108-1146 Kenneth ine Telephone: (717) 233-5731 Form RW-7 (Dauphin County -Rev. 9/92) 461738.1 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Fae K. Bistline Estate Inventory Valued as of Date of Death Face Value Cash 8~ Cash Equivalents 147,479.54 Allfirst Trust CD 80000002029147 dated 8/19/2002 $ 147,479.54 Interest at Date of Death 756.02 101,996.06 Allfirst Trust CD 80000002027934 dated 3/20/2000 101,996.06 Interest at Date of Death 341.31 250,000 Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 250,000.00 Interest at Date of Death 4,344.79 Blue Cross/Blue Shield Reimbursement CP02 663.72 126,241.37 Allfirst Trust CD 80000002029057 dated 5/28/2002 126,241.37 Interest at Date of Death 735.87 Total Cash 8~ Cash Equivalents No. of Shares Stocks 7,200 Allied Irish Bks P L C Adr Spons Ord New York Stock Excha $ 181,620.00 Total Stocks Tangible Personal Property 2,700 5 Stone Ring value estimated per Executor $ 2,700.00 Total Tangible Personal Property $ 632,558.68 181,620.00 2,00.00 Page 1 11,666.09 Estate Inventory Miscellaneous Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 Total Miscellaneous Total Inventory 11,666.09 $ 11,666.09 $ 828,544.77 Page 2 REV -J500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21-02-0984 COUNl'YCODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Bistline Fae K 171-54-8474 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 10/20/2002 06/25/1930 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Bistline, Kenneth M. 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return 8 (date of death prior to 12-13-82) APPRO- 4. Umited Estate 4a. Future Jnlennt Compromise 5. Federal Estate Tax Return Required ~al. of death after 12-12~S2) PRIATE 6. Qecedent DIed Testate 7. ecedent MaIntained a UVlng Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) ~ttach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. pcusat Poverty Credit (date of death between 0 11. Election to laIC under Sec. 91 13(A) 12-31-91and 1-1-9~J (A.ttach Sch 0) tffllk_~M.ijl1c_'\'ttmtl(tite~ltii'$QQi!j~!,lW:tij(!H~lJM;$HQUU)j$PIRliQ{I#t:~i NAME COMPLETE MAILING ADDRESS COR- stanley A. Smith, Esquire P.O. Box 1146 RE- FIRM NAME (if Applicable) Harrisburg, PA 17108 SPON DENT Rhoads & Sinon LLP TELEPHONE NUMBER 717-233-5731 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 0..00 2. Stocks and Bonds (Schedule B) (2) 181,62<1.00 3. Closely Held Corporation, Partnership or Sole_Proprietorship (3) 0.00 4. Mortgages & Notes Receivable (Schedule D) (4) 0.00 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 646,924.77 6. JoinUy Owned Property (Schedule F) 0 Separate Billing Requested (6) 0.00 RECA- PITULA- 7. Inter -Vivos Transfers & Miscellaneous TION Non - Probate Property (Schedule G or L) (7) 15,759.77 8. Total Gross Assets (total Unes 1-7) (8) 844,304.54 9. Funeral Expenses & Administrative Costs iSc:hedule H) (9) 10,421. 48 10. Debts of Decedent, Mortgage liabilities, & Liens (Sct1edule I) (10) 922.50 11. Tolal Deductions (total Unes 9 & 10) (11) 11,343.98 12. Net Value of Estate (Une 8 minus Une 11) (12) 832,960.56 13. Charitable and Governmental Bequests/See 9113 Trusts far which an election to tax (13) 0.00 has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 832,960.56 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal lax rate, or transfers under Sec. 9116 (a)(1.2) 295,772.85 X.O -U 0 (15) 0.00 TAX 16. Amount of Line 14 taKable at lineal rate 537,187.71 X .0 -U4(16) 24,173.45 COMPU- 17. Amount of L.lne 14 taxabl\tat sibling rate 0.00 x.12 (17) 0.00 TATION 18. Amount of L.lne 141axabJe al collateral rale 0.00 X .15 (18) 0.00 19. Tax Due (19) 24,173.45 20. 0 ~~KH~R!;;,lfj/@(jMli!~~~A!l~NPQf~QVI!Mj\mm:1 . ........-.,.'""-'. IT if:)' (0 ,/ .. .. .'. .............................""",'::'""WllE '$l)RETQ\il;!lSWi!iltAUl'QUE$1!Q!l$Q!'I'!!Mle,;tAllli:M;Jesallli!!I'Mll:ra#1i?.",'." ... ,. o PA 15001 NTF 29755 Copyrighl2000 Greatland/Neleo LP - Forms Software Only pl\ RI'V -1500 EX (6-00) Page 2 Decedent's Comnlete Address: STREET ADDRESS 76 Longwood Drive Cumberland CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments 1\. Spousal Poverty Cred~ B. Prior Payments C, Discount (1) 24,173.45 0.00 22,500.00 1,184.21 Total Credits (1\ + B + C) (2) 23,684.21 3. InterestlPenalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Une 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 Une 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter 1I1e total of Line 5 + 51\. This is 1I1e BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (3) 0.00 (4) 0.00 (5) 489.24 (51\) 0.00 (5B) 489.24 .. ":';-'-:-:.:-:-:-:.'':':''::::-;:':,:::::::;,::,::::::::;::::::)~(;}tn\?L."::~:~::.:::'.:::'.:::::::::::::'.::~:::.:.:.,. .. ,::,,:::::::::::::::::;::::t::t::::::::::::}~{{.::,~:;.,:~~:}~tti,~.i.t :~r/.r,~::;~,::;/:'::"""""" ....... ..'.......'.,.,.:.,.,.,.;.::,.;.:. :,.",::,:",:,:,,,,,':',,.,',.......,.. t\j'drt:n:?:~:rt,:?, (':;~>:;.;::,',"-::"'-; . '.'." ::::;';:;:::::;::;:;,,;:;r~\,!,: PLI:ASEANSWER THE FOLLOWING QUESTIONS BY pL.ACI~~A~;:~;t;~t~~APPROPRIATEBI..OCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; .....................,............ b. retain the right to designate who shall use the property transferred or itS income; .....,...... c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? .......................,... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ~ 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 er'ury, I declare that I have examined this reunl including accompanying schedules and statements, and to the best of rrf'/ knowledge and I" omplete. Declaration 0 preparer other than the personal representative is based on information Of which re are as an knowled . SiGNI\TURE PERSON NS FOR FILING RETURN DI\TE ~ W-- lH....., ) Jr/o3 " / ,}~ ,.,.,.,. Yes No ~ I B ~ D ADDRESS c/o Rhoads & Sinon, LLP, SIGNI\TURE OF PRE PARER OTHER THA P.O. Box 1146 REPRESENTATIVE Harrisburg, PA DATE 17108 F~; ~~~:: ~:l:._~::~'~::~:::::~'~:~"~~i~::::;:~:';~:;::~:':~efore- JanuarY'1, 199'5',' i'he' ta~ -Ta~~ :\~~::.~.~,::~.:~~:::~:~::::;::::~~:\~~~:~:;~:~::~~:::~::~::::~~:~::t.Z::~:::~:l::~:~:t;:~:j~~-: ::~::::s':.:I:~' 3% .... [72P.S.19116(a)(1.1)(i)l. For dahl'S of death on or after January 1, 19ge, the tall ralels Imposed on the net value of transfers to or for the use of the surviving spouse Is 0% [72 P.S. 19116 (a) (1.1){lill. The statute nnilUI nnt AlfAmnt a Iransfer to a surviving spouse from tall, and the statutory requirements for disclosure of assets and filing a tall return are still applicable even if the surviving spouse Is the only beneficiary. For datu. of death on or e.fter July 1,2000: The IaK rate Imposed on the net value of tr.nsfers from a deceased child twenty-one years of ageer younger at death to or fOf the useof a natural parent, an adoptive parent, or a stepparent of I"e c"ild Is 0% [72 P.S. 19116(aX1.2J]. The tall rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries I. 4.e%, except as noted In 72.P.S. 1 9116(1.2) [72 P.S. 19116(aX1)}. The lall ralelmposed on Ine net value of transfers to or for the useof the dec.dent's siblings is 12~ [72 P.S. 19116(aX1.3)]. A sibling Is defined, und.r Section 9102, as an Indivld.ua1 who has at least one parent In comMon with lhe decedent, whether by blood or adoption. Harrisburg, PA 17108 I\DDRESS Rhoads & Sinon, o PA15Q02 NTF 29756 Copyright 2000 Grealiand/Nelco LP - Forms SoHware Only REV -1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fae K. Bistline SCHEDULE B STOCKS & BONDS FILE NUMBER 21-02-0984 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NO. 11. DESCRIPTION VALUE AT DATE OF DEATH 7,200 Shares Allied Irish Bks P L C Adr Spons Ord New York Stock Excha CUSIP: 01922840 181,620.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 181,620.00 9 PA15031 NTF"\0872 Copyright 1999 Greatland/Nelco lP - Forms Software Only . REV-15ll8 EX + (1-97) COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT EST ATE OF Fae K. Bistline SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-02-0984 Include proceeds of litigation & date proceeds were received by the estate All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 11. VALUE AT DATE OF DEATH DESCRIPTION 147,479.54 Par Allfirst Trust CD 80000002029147 dated 8/19/2002 147,479.54 Interest accrued to 10/20/2002 756.02 2 101,996.06 Par Allfirst Trust CD 80000002027934 dated 3/20/2000 101,996.06 Interest accrued to 10/20/2002 341. 31 3 250,000 Par Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 250,000.00 Interest accrued to 10/20/2002 4,344.79 4 Blue Cross/Blue Shield Reimbursement CP02 663.72 5 126,241. 37 Par Allfirst Trust CD 80000002029057 dated 5/28/2002 126,241.37 Interest accrued to 10/20/2002 735.87 6 Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 11,666.09 7 5 Stone Ring value estimated per Executor 2,700.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 646,924.77 9 PA15081 NTF 10875 Copyr!ghl1999 Greatland/Nelco lP - Forms Software Only . REV-1S10 EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fae K. Bistline SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FI LE NUMBER 21-02-0984 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV -1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECO & DATE OF TRANSFER. NO. ATTACH COpy OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1. 1 Allfirst Trust IRA 87000063189010 15,729.23 100.000 0.00 15,729.23 Interest accrued to 10/20/2002 30.54 100.000 30.54 TOTAL <Also enter on line 7, Recapitula1ion) $ 15,759.77 9 PA15101 NTF 10877 (If more space is needed, insert additional sheets of the same size) Copyrignt 1999 GreatlandlNe1co LP - Forms Sollware Only . REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fae K. Bistline SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-02-0984 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1 Musselman Funeral Home, Inc. Funeral and Burial Expenses 3,761.24 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Social Security Number(s)/EIN No. of Personal Representative(s) - - Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Rhoads & Sinon, LLP 5,750.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 515.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Allfirst Check Charge for Estate account 14. 00 2 Cumberland Law Journal Advertisements of Letters Testamentary 75.00 Total from continuation Dages 306.24 TOTAL (Also enter on line 9, Recapitulation) $ 10,421. 48 (If more space is needed, insert additional sheets of the same size) 9 PA15111 NTF 10878 Copyrlghl1999 Greatland/Nelco LP Forms Software Only Schedule H part 2 (Page 2) Estate of: Fae K. Bistline Item No. Description ~o=t 3 Rhoads & Sinon LLP Out of pocket expenses: Telephone $2.51; Dauphin Co=ty Register of Wills - Oath Fee $15.00, Postage $6.67; Mileage expense $12.50, Copies $14.85, Fax $13.00; Reserve for Filing fee, Inheritance Tax Return $15.00, Inventory $16.00 and final expenses $75.00; Filing fee for Release $10.00. 180.53 4 The patriot-News Advertisement of Letters Testamentary 125.71 Total (Carry forward to main schedule) 306.24 . REV-1512EX+ (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Fae K. Bistline Include unreimbursed medical expenses. ITEM NO. 1. ~ C02 Invoice for Oxygen SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 2~-02-0984 DESCRIPTION AMOUNT 922.50 9 PA 15121 NTF 10874 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 922.50 Copyr\ghl1999 Greatland/Nelco LP - Forms Software Only . REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER 21-02-0984 Fae K. Bistline RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 1. jee attached Schedule ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18 AS APPROPRIATE ON REV-15oo COVER SHEET II NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ,. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ,. TOTAL OF PART II n ENTER TOTAL NON- TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 o PA15131 (If more space is needed, insert additional sheets 01 the same size) Copyright 2000 Grestland/Nelco LP - Forms Software Only NTF 33293 PA INHERITANCE TAX RETURN ATTACHMENT TO SCHEDULE J - BENEFICIARIES PART I - Taxable Distributions Estate of Fae K. Bistline File Number 21-02-00984 No. Name and Address of person{s} Receiving Property Relationship to Decedent Amount or Share of Estate ------------------------------------------------------------------------------------------- I. Taxable Distributions (include outright spousal distributions) 1. Trust for Judy K. Collins 236 East Plum Street Elizabethtown, PA 17022 Daughter One-eighth remainder interest in Unified Credit Trust, 67,148.46 2. Trust for Valli A. Williams 6164 Moorgate Mechanicsburg, PA 17055 Daughter One-fourth remainder interest in Unified Credit Trust, 134,296.93 3. Trust for Beth C. Bard 701 Henry street Mechanicsburg, PA 17055 Daughter One-fourth remainder interest in Unified Credit Trust, 134,296.93 4. Trust for Alice E. Pavri P.O. Box 339 Kimberton, PA 19442 Daughter Three-eighths remainder interest in Unified Credit Trust, 201,445.39 5. Kenneth M. Bistline 76 Longwood Drive Mechanicsburg, PA l7050 Spouse 5 stone Ring per Item 1 of will, 2,700.00 Allfirst Trust IRA 87000063189010 15,759.77 458457.1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN REV-1514 EX + (1-97) (Check Box 4 on Rev-l500 Cover Sheet) ESTATE OF FILE NUMBER Fae K. Bistline 21-02-0984 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death on or after 5-1-89. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. . ........ ....... .... .....l~ ~II ... D.ln~~.rvl~~sDe~dof~~~.st...... O.<?lher .. """""""""""""','"""""",,,,{,','i","'''',' ""'""""""","'" """'"""""""""",,,,,,,tUE6, IilS,fATE'4NT6RaST,'GA'LCU~1JON"""'" ...............". ,.,.,..,.,. """",{ ,...",.".,.,.,.,.,.,.,.. ,.,.." """""P" it?,'? """""""'" ..........'.......,..............:-:...;.:..::,::.:".,....,.......... .......................'-............-.....,...,.,..-,.,.,."",..,.,. .............:.:.:.:.:.:.:.,.".,.:.:........ NAME(S) OF NEAREST AGE AT TERM OF YEARS LIFE ESTATE IS LIFE TENANT(S) DATE OF BIRTH DATE OF DEATH PAYABLE Kenneth M. Bistline 10/15/1927 75 IX! Life or 0 Term of Years o U1e or 0 Term of Years n Ufe or 0 Term 01 Years n Life or 0 Term of Years 1. Value of fund from which life estate is payable $ 814,500.79 2. Actuarial factor per approriate table 0.3405 Interest table rate -- 31/2% 06% 010% III Variable Rate 4.'lI.60 3. Value of life estate (Line 1 multiplied by Line 2) $ 277,313.08 NAME(S) OF ANNUITANT(S) ,A\NNQI!(yINTeaaSl!NCAllPIilIi41JONt NEAREST AGE AT DATE OF BIRTH DATE OF DEATH )tt::t\tt}{ :::rmm::ttJtf@WJ:tn::r:J:{::::::;:::::;::,::;:.;-:........,.... :::::':::::'::::::::':::':::::'::'::;::'::'::;::':::::,::::{{::,::::::;:::{j:}{:::;::;:::::j:};:::)tt;)It?I:t::t;)~ TERM OF YEARS ANNUITY IS PAYABLE Term of Years Term of Years Term of Years Term of Years 1. Value of fund from which annuity is payable $ 2. Check appropriate block below and enter corresponding (nUmbe8 Frequency of payout -- 0 Weekly (52) 8 Bi-weekly (26) Monthly (12) o Quarterly (4) 0 Semi-annually (2) Annually (1) Other ( ) 3. Amount of payout per period 0.00 o $ 0.00 4. Aggregate annual payment, Line 2 multiplied by Line 3 5. Annuity Factor (see instructions) Interest table rate 0 3 1/2% 0 6% 0 10% 0.00 o Variable Rate o .<goo 0.0000 6. Adjustment Factor (see instructions) 7. Value of annuity -- If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation Is: line 4 x line 5 x Line 6 If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Une 6) + Line 3 0.0000 $ 0.00 $ 0.00 NOTE: The values of the funds which create the above 1uture interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Unes 13, 15, 16 and 17. (If more space is needed, insert additional sheets of the same size) 9 PA15141 NTF 10881 Copyright 1999 Greatland/NeJco LP - Forms Software Only REV~1649 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Fae K. Bistline 21-02-0984 Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust(marltal. residual A, 8, By-pass, Unified Credit, etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in pan as an asset on Schedule 0, then the transferor's personal representative may speciftcany identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE Unified Credit Trust created under Item 2 of decedent's will, funded entirely with taxable assets 814,500.79 Part A Tolal $ 814,500.79 PART B: Enter the description and value of all interests included in Pan A for which the Section 9113 (A) election to tax is being made. neC',...nlnTION VALUE The Executor makes an election under Section 9113 (a) of the Inheritance and Estate Tax Act to tax 100% of the Unified Credit Trust created under Item 2 of decedent's Will. 814,500.79 9 PAl6491 NTF 10882 Part B TOlal $ (If more space is needed, insert additional sheets of the same size) 814,500.79 Copyrighl1999 Greatland/Nelco LP ~ Forms Software Only IN RE: . ESTATE OF FAE K. BISTLINE Deceased IN THE ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 00984 of 2002 APPROVAL OF ACCOUN'P RELEASE AND INDEbQiIFICATION WHEREAS, Fae K. Bistline (the "Decedent") died testate on October 20, 2002, leaving a Will which was duly probated by the Register of Wills of Cumberland County, Pennsylvania on November 4, 2002; and WHEREAS, the Decedent's Will appoints Decedent's husband, Kenneth M. Bistline, as Executor of Decedent's estate (the "Executor") and Letters Testamentary were duly granted to Kenneth M. Bistline on November 4, 2002; and WHEREAS, Decedent's Will bequeaths her household and personal articles to her husband, Kenneth M. Bistline, and a formula amount to the Unified Credit Trust, the trustees of which are Kenneth M. Bistline and Allfirst Trust Company of Pennsylvania, N.A., for the benefit of Kenneth M. Bistline (hereinafter referred to as "the Beneficiary"), for his life time. The contingent remainder beneficiaries of the Unified Credit Trust are continuing trusts for decedent's children, Judy K. Collins, Valli A. Williams, Beth C. Bard and Alice E. Pavri (hereinafter referred to as "the Contingent Beneficiaries"); and WHEREAS, under the formula bequest under ITEM 2 of decedent's will, the entire estate (with the exception of her household and personal articles) passes into the Unified Credit Trust; and WHEREAS, the Pennsylvania Inheritance Tax return has been filed and administration of the estate is nearly complete, with the exception of the receipt of approval letters from the Pennsylvania Department of Revenue and filing income tax returns; and 462074.1 WHEREAS, the Beneficiary and Contingent Beneficiaries desire that the Estate be concluded without the expense and formality of a court accounting; and WHEREAS, the Executor is willing to consent to such a conclusion of the Estate upon receipt of a proper release and indemnification, which it is the purpose of this Agreement to provide. NOW, THEREFORE, the undersigned, jointly, separately and severally, for themselves, their heirs, administrators, and assigns: (1) State that they have examined the First and Final Account of the administration of Decedent's Estate, which is attached hereto as Exhibit "A" (the "Account"), and approve the transactions and distributions set forth or proposed therein as though they had been confirmed absolutely by the Court having jurisdiction over the Estate. (2) State that they have examined the Statement of Proposed Distribution attached to the Account and they approve the distributions proposed therein as though they were ordered by the Court having jurisdiction over the Estate. (3) Waive the filing and auditing of the Account by any Court and agrees that any Court having jurisdiction over the Estate may confirm the Account and any Proposed Distribution. (4) Acknowledge receipt from the Executor of the assets shown as distributed or distributable to them in the said Account or Statement of Proposed Distribution in absolute payment of full satisfaction of the bequest to the Beneficiaries under Decedent's Will. (5) Do hereby absolutely and irrevocably release, remise, quitclaim and forever discharge the said Executor, his heirs and personal representatives, of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever relating to the Estate of the said Decedent. (6) Do hereby absolutely and irrevocably release the Executor from filing any Account, Petition for distribution or other document with the Court of Common Pleas of Cumberland County, Pennsylvania, or in any other \_ jurisdiction in connection with the Estate of the Decedent. (7) In the case of Kenneth M. Bistline and Allfirst Trust Company of Pennsylvania, N.A., Co-Trustees of the Unified Credit Trust, do hereby agree to indemnify the Executor and hold him harmless to the extent of the Estate assets received by said Trustees from and against any and all claims, loss, liability or damage (including legal fees and costs) which the Executor may suffer or to which he may be subjected by reason of the administration of the Estate or the distribution of the assets of the estate without having formal approval of the Court of Common Pleas, Orphans' Court Division, of Cumberland County, Pennsylvania, or any other court. (8) Do hereby agree that this Agreement may be signed and acknowledged by the parties hereto in counterparts and a complete set of executed counterparts, containing the signatures of all parties, shall constitute an original and complete instrument. This instrument shall be legally binding on the undersigned and his personal representatives, heirs and assigns. IN WITNESS WHEREOF, the day of Wit r/ . Witness ~ ~ ~ ~ ~ i ~ I r f j - _ ~]itrie~ss' .. -- ~ ~ the undersigned has executed this Agreement on 2003. ~~__ ( SEAL ) Kenneth M. Bistline ~M.o-~ ( SEAL ) J y C 1 ins (SEAL) lli A. Wil iams (~ F~X~.~'1. ~~ +~~~~t, (SEAL) Be h C. Bar f/ir k.i._C_~...__ j~cx.~;tii.L,__- (SEAL) Alice E. Pavri ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A. By: __ (Vice) President ATTEST: ~' Court of Common Pleas of Cumberland County, Pennsylvania, or in any other jurisdiction in connection with the Estate of the Decedent. (7) In the case of Kenneth M. Bistline and Allfirst Trust Company of Pennsylvania, N.A., Co-Trustees of the Unified Credit Trust, do hereby agree to indemnify the Executor and hold him harmless to the extent of the Estate assets received by said Trustees from and against any and all claims, loss, liability or damage (including legal fees and costs) which the Executor may suffer or to which he may be subjected by reason of the administration of the Estate or the distribution of the assets of the estate without having formal approval of the Court of Common Pleas, Orphans' Court Division, of Cumberland County, Pennsylvania, or any other court. (8) Do hereby agree that this Agreement may be signed and acknowledged by the parties hereto in counterparts and a complete set of executed counterparts, containing the signatures of all parties, shall constitute an original and complete instrument. This instrument shall be legally binding on the undersigned and his personal representatives, heirs and assigns. IN WITNESS WHEREOF, the undersigned has executed this Agreement on the ~ day of ,~1A~t ~ 2003 . Witness Witness Witness Witness Kenneth M. Bistline Judy K. Collins Valli A. Williams Beth C. Bard (SEAL) (SEAL) (SEAL) (SEAL) (SEAL) Witness F_i'lEST . ce E. Pavri ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N.A. _. By . i_.._.-- (Vi e) President '~ i ~-°`~ COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~',~~'~`~~1~l).i-"~~'~t~t'~11..~-- . On this, the ~ d y of ~llq y'!'_~,~ 2003, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared KENNETH M. BISTLINE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. N9 rY~ P. zblic ,..--- My Commission Expires: r , i_ ~ ~- s/ ri a `~=+m} a ~ ?i (SEAL) COMMONWEALTH OF PENNSYLVANIA t SS: COUNTY OF ~ ~;"~'t'~~?~~' ~ ~il ~~. . On this, the ~~day of ~ '~''•~~! 2003, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared JUDY K. COLLINS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~! ,,i t'rfi ~,~ t~i'1[~~~ ~ (cur': n~ /ec~Tr~ Nota~y Public ' My Commission Expires: (SEAL) f; .. a ~in~a i. ~d! r votary Pui~l~c Ham~7~'~ ° ~,': ~ ,~ rlanCi'`ouni~ 't9y t.,o, ~1-:~ t~ _ dab. 7 r", ~`)5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF (~~ ' 4"~i ~~r~, ~C~t )'~-~- On this, the ~ day of I`1t,~ i"~'' ~ 2003, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared VALLI A. WILLIAMS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. a, ~f~d i iM1 1 Ah ~ h-+`dR~Npf 1 Y ra i.rar, '1 !~t'yj~'JCUr?Y 3 Y CMG i,m.~~, ~, r , {'~ ,~~e is 1 ! t.~.~ Rt ~`' (SEAL) t ry Public ,.._ !/ j My Commission Expires :1 (SEAL ) COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF ~~ ~, ~``y1 ~(` ~ (,f j1 ~ `~- _ ~~ ,~ II r" On this, the ~'"~ r day of ~ -1€±~`v'~` j~~ 2003, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared BETH C. BARD, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~' --- s~-d..-,-v"t,''6' ("_i _J ~ ~ • f ~ ~~~i x ~ ~ t';dC .. } (SEAL) N~~ry Public ~ _- My Commission Expires: /' (SEAL) r p~° .V ? Linda ~ t~u~r~~ - 4etary ~r, '~{c ' Hampden Tv ~ ~.- , ~e~~land ~ .~un~y V COMMONWEALTH ~OfF PENNS~+YLVANIA C.'~,TI~s~,~`'.~' SS COUNTY OF On this, the ~ day of ~~1.~'i~~ff" 2003, before me, a Notary Public, in and for the Commonwealth of Pennsylvania, the undersigned officer, personally appeared ALICE E. PAVRI, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Agreement and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 1,. , ~-- ~,. . (SEAL ) Notary Public My Commission Expires : ,~ ~~~ f~'== ~~~ (SEAL) NOTARIAL SEAL. ~~~~ BRIAN HOWARD, NOTARY PiJBLiC CITY OF PHOENiXVILLE, CHESTER CO~iNTY' MY COMMISSION EXPIRES MAY 2, 21)06 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF `.X~.-c.L--~Y~..•~--+"~- On this, the ' f day of `~J'~}Lt_,~:~,(~.-.- 2003, before me, the undersigned officer, personally appeared ~~~~~~_:yt_ ~.~~ a7~_~;.~,~.~ ~,, who acknowled ed himself/herself to be the ~"~~~ ''_~~:.~'_L.~~.'r_,~_,~ a corporation, and that he/she, as such t'; # ~ ; ;: ~ r ~ ~. i•~~"~ being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing the name of the / ) corporation by himself/herself as ;,_2..,;'.~r ~"~~ s. ~z=~..(~` ~.14_~ IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission Expires: (SEAL) Notarial Seal Deanna L. 4Ne!!s, ~dctary Frlblic; Harushurn, Da~.c-inn our,g~ 1~1y ~pmn~is'ior: E>.pires i7e.c. C, 2004 Mcmi,er, Pennsywania Associatie~i ct ,v~tr. ias IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 0984 of 2002 FIRST AND FINAL ACCOUNTING OF Kenneth M. Bistline, Executor For ESTATE OF FAE K. BISTLINE, Deceased Date of Death: Date of Appointment: Date of First Complete Advertisement of Letters: October 20, 2002 November 4, 2002 November 22, 2002 Accounting for the Period: October 20, 2002 to February 20, 2003 Purpose of Account: Kenneth M. Bistline, Executor, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: Stanley A. Smith, Esquire Rhoads & Sinon LLP One South Market Square 12th Floor P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 458547.1 Principal Receipts Net Gain on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administrative Expenses Federal & State Taxes Fees & Commissions Balance Before Distributions Less Distributions to Beneficiaries Principal Balance On Hand For Information: Investments Made Unpaid Expenses Unrealized Gains and Losses Income Receipts Net Gain on Sales or Other Dispositions Less Disbursements: Balance Before Distributions Less Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Unpaid Expenses Unrealized Gains and Losses Combined Balance on Hand Fae K. Bistline Summary of Account Page 2 4 5 $ 922.50 3,761.24 910.24 22,989.24 5,750.00 $ 828, 544.77 0.00 $ 828,544.77 34.333.22 $ 794,211.55 7 728, 551.24 8 $ 65,660.31 9 11 11 11 $ ~ 3,701.51 12 0.00 $ 3,701.51 13 0.00 $ 3, 701.51 14 0.00 15 $ 3,701.51 16 16 16 $ 69,361.82 Page 1 Fae K. Bisfline Receipts of Principal Face Value Cash and Cash Equivalents 147,479.54 Allfirst Trust CD 80000002029147 dated 8/19/2002 Interest to Date of Death 101,996.06 Allfirst Trust CD 80000002027934 dated 3/20/2000 Interest to Date of Death 250,000 Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 Interest to Date of Death Blue Cross/Blue Shield Reimbursement CP02 126,241.37 Allfirst Trust CD 80000002029057 dated 5/28/2002 Interest to Date of Death Total Cash and Cash Equivalents No. of Shares Stocks 7,200 Allied Irish Bks P L C Adr Spons Ord New York Stock Excha Total Stocks Tangible Personal Property 2,700 5 Stone Ring value estimated per Executor Total Tangible Personal Property Inventory Value 10/20/2002 $ 147,479.54 756.02 101, 996.06 341.31 250,000.00 4,344.79 663.72 126,241.37 735.87 $ 181,620.00 $ 2,700.00 632,558.68 181,620.00 2,700.00 Page 1 Fae K. Bistline Gains and Losses on Sales or Other Dispositions of Principal Net Gain 01/09/2003 Redemption 147,479.54 Par Allfirst Trust CD 80000002029147 dated 8/19/2002 Net Proceeds $ 147,479.54 Carried at 147,479.54 01/09/2003 Redemption 101,996.06 Par Allfirst Trust CD 80000002027934 dated 3/20/2000 Net Proceeds $ 101,996.06 Carried at 101,996.06 01/09/2003 Redemption 250,000 Par Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 Net Proceeds $ 250,000.00 Carried at 250,000.00 01/09/2003 Redemption 126,241.37 Par Allfirst Trust CD 80000002029057 dated 5/28/2002 Net Proceeds $ 126,241.37 Carried at 126,241.37 01/09/2003 Redemption Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 Net Proceeds S 11,666.09 Carried at 11,666.09 02/04/2003 Collection Blue Cross/Blue Shield Reimbursement CP02 Net Proceeds $ 663.72 Carried at 663.72 Total Gains and Losses No Gain or Loss S Net Loss 0.00 $ $ o.oo o.oo Page 1 Fae K. Bistline Disbursements of Principal Date Paid Claims presented, allowed, paid, credited and appearing in the Summary Statement 12/31 /2002 Coe Invoice for Oxygen $ 922.50 Total Claims presented, allowed, paid, credited and appearing in the Summary Statement Funeral Expenses 11/30/2002 Musselman Funeral Home, Inc. Funeral and Burial Expenses $ 11 /01 /2002 11 /08/2002 12/06/2002 01 /02/2003 02/18/2003 Total Funeral Expenses Administration Expenses Register of wills - Cumberland County Petition for Probate ($445.00}, Extra Pages ($45.00), Short Certificates ($15.00), JCP Fee ($10.00) Cumberland Law Journal Advertisements of Letters Testamentary The Patriot-News Advertisement of Letters Testamentary Allfirst Check Charge for Estate account Rhoads & Sinon LLP Out of pocket expenses: Telephone $2.51; Dauphin County Register of Wills - Oath Fee $15.00; Postage $6.67; Mileage expense $12.50; Copies $14.85; Fax $13.00; Reserve for Filing 3,761.24 $ Amount Paid 515.00 75.00 125.71 14.00 180.53 S 922.50 S 3,761.24 Page 1 Disbursements of Principal (Continued) Date Paid 01 /17/2003 02/19/2003 02/19/2003 Amount Paid Administration Expenses fee, Inheritance Tax Return $15.00, Inventory $16.00 and final expenses $75.00; Filing fee for Release $10.00. Total Administration Expenses Federal and State Taxes Register of Wills, Agent Payment on account of PA Inheritance Taxes. Reserves: Balance Due Pennsylvania Inheritance Tax Total Federal and State Taxes Fees and Commissions Reserves: Rhoads & Sinon, LLP Attorney's Fees Total Fees and Commissions Total Disbursements of Principal S $ 22,500.00 489.24 S $ 5, 750.00 910.24 22,989.24 3 5,750.00 $ 34,333.22 Page 2 Fae K. Bistline Distributions of Principal to Beneficiaries Distribution Value Kenneth M. Bistline 5 Stone Ring 01/09/2003 value estimated per Executor $ 2,700.00 Allfirst Trust Company of PA, N.A. successor to Dauphin Deposit Bank 8~ Trust Company ~ Kenneth M. Bistline, Co-Trustees of the Unified Credit Trust under ITEM 2 of decedent's will 2,700.00 7,200 Shares Allied Irish Bks P L C Adr Spons Ord 01/09/2003 New York Stock Excha 01/09/2003 Cash Total Distributions of Principal $ 181,620.00 544,231.24 725,851.24 S 728,551.24 Page 1 Fae K. Bistline Principal Balance On Hand Valued as of February 21, 2003 Inventory Value Cash and Cash Equivalents Allfirst Trust Estate Checking $ 65,660.31 Total Cash and Cash Equivalents Total Balance on Hand $ 65,660.31 $ 65,660.31 Page 1 Fae iK. Bistline Information Schedules -Principal Exchanges and Stock Distributions Allfirst Trust CD 80000002029147 dated 8/19/2002 10/20/2002 147,479.54 Par Received 01/09/2003 (147,479.54) Par Redeemed Allfirst Trust CD 80000002027934 dated 3/20/2000 10/20/2002 101,996.06 Par 01/09/2003 (101,996.06) Par Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 10/20/2002 250,000 Par 01/09/2003 (250,000) Par Allied Irish Bks P L C Adr Spons Ord New York Stock Excha 10/20/2002 7,200 Shs. 01/09/2003 (7,200) Shs. Received Redeemed Received Redeemed Received Distribution To Allfirst Trust Company of PA, N.A. successor to Dauphin Deposit Bank & Trust Company & Kenneth M. Bistline, Co-Trustees of the Unified Credit Trust under ITEM 2 of decedent's will Allfirst Trust CD 80000002029057 dated 5/28/2002 10/20/2002 126,241.37 Par Received 01/09/2003 (126,241.37) Par Redeemed Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 10/20/2002 01/09/2003 5 Stone Ring value estimated per Executor 1o/zo/2oo2 01/09/2003 Received Redeemed Received Distribution To Kenneth M. Bistline Value $ 147,479.54 (147,479.54) $ 101,996.06 (101,996.06) $ 250,000.00 (250,000.00) $ 181,620.00 (181,620.00) $ 126,241.37 (126,241.37) $ 11,666.09 (11,666.09) $ 2,700.00 (2,700.00) Page 1 Information Schedules -Principal (Continued) Exchanges and Stock Distributions 5 Stone Ring value estimated per Executor (Continued) Value Page 2 Fae K. Bistline Gains and Losses on Sales or Other Dispositions of Income Net Gain Net Loss No Gain or Loss $ o.oo Page 1 Fae K. Bistline Disbursements of Income Date Paid Amount Paid Total Disbursements of Income $ 0.00 Page 1 Fae K. Bistline Distributions of Income to Beneficiaries Distribution Value .~ Total Distributions of Income 0.00 Page 1 Fae K. Bistline Income Balance On Hand Valued as of February 21, 2003 Inventory Value Cash and Cash Equivalents Allfirst Trust Estate Checking $ 3,701.51 Total Cash and Cash Equivalents Total Balance on Hand $ 3,701.51 $ 3,701.51 Page 1 PROPOSED SCHEDULE OF DISTRIBUTION Cash Balance on Hand $75,781.59 Less Reserves: Rhoads & Sinon LLP Out of Pocket Expenses 180.53 Rhoads & Sinon LLP Attorney's Fees 5,750.00 Balance Due Pennsylvania Inheritance Tax 489.24 6,419.77 TOTAL ~¢Q TO: Allifirst Trust Company of Pennsylvania, N.A. Successor to Dauphin Deposit Bank & Trust Company and Kenneth M. Bistline, Co-Trustees of the Unified Credit Trust created under ITEM 2 of the decedent's will Principal Cash 65,660.31 Income Cash 3,701.51 TOTAL ~¢Q Czj~$. 461804.1 AFFIDAVIT Kenneth M. Bistline, Executor under the Last Will and Testament of Fae K. Bistline, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. ,-~ ~~ ~ _ /) Kenneth M. Bistline, Executor Sworn t and subscribed before me this ~~ ~'~`` day of ~~~~, 2003 . 1~~, NARY PUBLIC ~ ~__~ MY COMMISSION EXPIRES: (SEAL) ~ _ ,u .~~ ! d i'"!U.: L. C1~'~ i 1c311. ~10fLits a H~Pr~der3 T~tip., CumbEnari,~ ~,~ ~~ ~~ f P,4y U~m~nis •iort tx~ rP7 ~"ei.~. 1 ~ ~~ l~'~,~ STATUS REPORT UNDER RULE 6.12 {" l Name of Decedent: Fae K. Bistline Date of Death: October 20 2002 Will No. Admin. No. 2002-00984 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: _. 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~~ ` ~ ~~~ Sig re Stanley A Smith Esquire Name (Please type or print) Rhoads & Sinon LLP ~-- P. O. Box 1146 ~Y Harrisburg PA 17108-1146 _ `- Address 717-233-5731 ~~ -`a Tel. No. _ ` ~~ Capacity: Personal Representative ~ ~ :.~. 1 -<- ~~ ~-% ~=' X Counsel for personal representative 471813.1 ~ _ ~ i _ f COMMONWEALTH OF PENNSYLVANIA \~1 BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF INHERITANCE TAX HARRISBURG, PA 17128-0601 APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 E% RFP coi-oar '~ DATE 06-16-2003 ESTATE OF BISTLINE FAE K DATE OF DEATH 10-20-2002 ,,, ,,_ FILE NUMBER 21 02-0984 ' ~ COUNTY CUMBERLAND STANLEY A SMITH ESQ ACN 101 RHOADS & SINON Amount Remitted PO BOX 1146 PA 17108 HBG MAKE CHECK PAYABLE AND REM IT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ ------------------------------ ------------- ____________________ -------------------------- --------------------- REV-1547 EX AFP CO1-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BISTLINE FAE K FILE N0. 21 02-0984 ACN 101 DATE 06-16-2003 ESTATE OF TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 00 NOTE: To insure proper 1. Real Estate (Schedule A) (1) . 00 620 181 credit to your account, . , 2. Stocks and Bonds (Schedule B) (2) QQ submit the upper portion , Closely Held Stock/Partnership Interest (Schedule C) C3) 3 . .~~ C4) of this form with your 4. Mortgages/Notes Receivable (Schedule D) 924.77 646 tax payment. , Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 5 . c6) .00 6. Jointly Owned Property (Schedule F) 77 759 15 . ~7) , 7. Transfers (Schedule G) 844,304.54 C8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 10,421.48 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 9 . 922.50 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 98 11 34 3 (11) _ . . - 11. Total Deductions 832,960.56 (12) 12. Net Value of Tax Return .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) I13) g 32,96 0.56 14. Net Value of Estate Sub]ect to Tax (14) If an assessment was issued previously, lines 14, 15 and/or 16, 1 7, 18 and 19 will NOTE: fleet fia~~res that include the total of ALL returns assessed to date. re ASSESSMENT OF TAX: (15) 295,772.85 X 00 _ .00 045_ 24,173.45 12 .00 15 .00 c19)= 24, 173.45 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due "~ ~~~~~ ~ ~ ~ RECEIPT DISCOUNT c+) PAYMENT DATE NUMBER INTEREST/PEN PAID C-) 01-17-2003 CD002057 1,184.21 03-07-2003 CD002260 .00 c16) 537, 187.71 X c17) .00 X c18) • 00 X AMOUNT PAID 22,500.00 489.24 TOTAL TAX CREDIT 24,173.45 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE n occuun_ SFE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Receipts of Principal (Continued) Miscellaneous 11,666.09 Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 Inventory Value 10/20/2002 $ 11, 666.09 Total Miscellaneous Total Receipts of Principal S 11,666.09 $ 828,544.77 Page 2 Fae K. Bistline Receipts of Income Income Collected Allfirst Trust CD 80000002029147 dated 8/19/2002 01/09/2003 Interest on 147,479.54 Par Less accrued portion Allfirst Trust CD 80000002027934 dated 3/20/2000 01/09/2003 Interest on 101,996.06 Par Less accrued portion $ 1,636.01 -756.02 $ 1,035.26 -341.31 879.99 693.95 Allfirst Trust Jumbo CD 86310016014140 dated 1/3/2002 01/09/2003 Interest on 250,000 Par Less accrued portion $ 5,449.65 -4,344.79 1,104.86 Allfirst Trust CD 80000002029057 dated 5/28/2002 01/09/2003 Interest on 126,241.37 Par Less accrued portion $ 1,735.39 -735.87 999.52 Morgan Stanley Liquid Asset Fund Acct No.: 410-050790-006 01/09/2003 Miscellaneous Income Total Income Received 23.19 23.19 $ 3,701.51 Page 1