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Home My WebLink About02-1008Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Pauline E. Zedaker also known as No. ~ i " O~ - ~A~R ,Deceased Social Security No. 206 - 24 -1021 Robert M. Zedaker, Kathleen L. Buchanan and Adrienne L. Nichols Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) QX A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut ors named in the last Will of the Decedent, dated 03/14/2002 and codicil(s) dated None State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: None B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente life; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: or principal residence at 540 Brighton Place, Upper Allen Township, Mechanicsburg, PA 17055 (list street, number, and municipality) Decedent, then 70 years of age, died 10/28/2002 at East Pennsboro Townshi Cam Hill, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PA) Personal property in Pennsylvania g (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 135,000.00 119,000.00 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: Si nature T ed or printed name and residence f,,,~~'~.~- y~ Robert M. Zedaker `~ 4665 Pheasant Run North, Readin PA 19606 Kathleen L. Buchanan '~ ~Fi4-~ 1609 Cressman Circle, Mechanicsbur PA 17055 C~G~~ Adrienne L. Nichols ~ 201 Harris Street, Harrisburg, PA 17102 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. I ~ ~ l n A ~ 1 Form R W-1 ltaan ,__.... __._ ... „_~ ,,,r,,,",.~ r,..a..,~ aulARIV11Q1 JIICCLJ a necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and at, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate d' g to I ~~ Sworn to or affirmed and subscribed R Bert M. Zedaker before me this $ t ~Idy or NO~j~~~~~ 2 p 0 2 athleen L. Bucha ~~ `mil c9t~ I~I~J~~ ~. ~lc,~~e--C~J ~(~~„_orthn eR~gcs~~ Adrienne L. Nichols No. ZI-02-~00$ Estate of Pauline E . Zedaker Deceased Social Security No: 206-24-1021 Date of Death: 10/28/2002 AND NOW, NOVEMBER 1 2 ~ 2002 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~X Testamentary ~ Of Administration (c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) are hereby granted to Robert M. Zedaker, Kathleen L. Buchanan and Adrienne L. Nichols in the above estate and that the instrument(s) dated 03/14/2002 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ 3 0 5. 0 0 Short Certificate(s). $ 1 $ , 0 0 R enunclatlon. $ Attorney: James D. Bogar, Esquire Affidavits ( ) $ l.D. No: 19475 Extra Pages ( ) . $ 15.0 0 Address: One West Main Street Codicil........... $ Shiremanstown, PA 17011 JCPFee. $ 10.00 Telephone: 717/737-8765 Inventory.......... $ piled 11-12-2002 mailed to atty 11-12-2002 Other $ TOTAL. $ 3 4 8. 0 0 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form R W-1 noai~ 11 i .. it r i SIC r - '1V )ti C.l L( C~j' L<7iT?~C4] d )I ~Cn ~ 'iD ~1 C =~ 1 _ 1~-; ~ I°1c ~ YC 1 111 ~~C II , .1':ddtl.l~ C4 C3]L ~tLli1 ~ eU! I~~t {;F(,S ~ ~`C' 11 ~1> L);. ,~ ,. -~= ~I~de~° I~ ~ 19d~g~F ~~ galicate #hi~ ~~P~ ~~ ~ah~~~~i~t ~~ ~;~:::;, , . .,,~. ~ .~ ~~ s.~ <, . ~,~ ~ ., .A, r .,.. ,_. , P 8643249 ~` ``49r~, ~<.~~<.~~'r T 31200 ,. ---- 19 Re°. vex COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME Of DECEDENT IF:rv. M:ddle. Lav1 -'-'-- - ___- _ __ SuTE FILE NuraeER ,, SEX SGCIAL SECURITY NUMBER Pauline E. Zedaker DATE Of DEATN,MCnm. day. reap AGE(WSt&nnday) UNOER,YEAq - ~~ female J.206 -24 - 1021 Qo.~ ~~ 2`I UNDER f DAY DATE Of BIRTH BIRTHPLACE :C~Iy arq~ p a' tr ~ i, Cl Months r Days Houre . MirWlea 'Mnnm. LlaY /earl jlalew FC LACE OF UEA7H,f.1•e[x e~e4y ore nx:tplynn ~Inr, vuel 7 O r ALL LLS t 15 , r~^ l,aur uyl HOSPITAL. - Y~. 1932 harpsville pA In ,,. , OuHER: 5~ ' f W n ~ EWOurparlent U ~ p0„ [~ N rsm9 Olner COUNTY OF DEATH I e' 7. Horne ^ Resedence ^ g CITY, BORO. TWP OF DEATH FACILRY' NAME II nut ,nvtuUUr, ~ ~'ryl ^ I gave sneer and numoerr WAS DECEDENT OF HISPANIC ORIGIN? RACE ~ Amsrcan Indian, &ack, WARa. ale. se. Cumberland tk . Pennsboro Tt,Tp, `I < Jk^r ~ ~ '[q ~,~) W. Nn' `~ .J r , . , 't _ 4, No 11n U n ra.. wxrh cuean. Is DECEDENT'S USUAL OCCUPATK)N MeaKan, Puerto Rrcan, qc. (Give auMdrora dyne dunngrroq KIND OF BUSINESS/INDUSTRY WAS DECEDENT EVERIN +~ ,+• white of wwkirq Tits: do rlol use reined) U.S. ARMED FORCESt OE ~EDENT'S EDUCATION MARITAL STATUS ~ Maneed S ro n:r ,asl. ra coin red Newr Manned, Widowed, SURVIVING SPOUSE Supervisor Financial Yaa^ No~ ElememarylSxondary Coaege Divorced lSpsc:ry) ul wwe. Teve ma:am Hamel • ,ta' rte. ta,z) DECEDENT'S MAILING ADDRESS(Slreat. Cery/TOwn, Slane. Lp Coael DECEDENT'S '_ ,]. 1 I/aw 511 ,.. widowed ,,. ACTUAL ,Te,S,,,, Pennsylvania 540 Brighton Place RESIDENCE Did t7a^ ve.d.°.d.ntax.dm (See msrructwns aecrnem ,~. ,e, Mechanicsburg, PA 17055 ^^ah•~~de) '"'~ne FATHER'S NAME IFxst. Meddle. Lav) i7a. Counry__.__ __ Cumberland 1OY""`"'pt ,Td.^ ~~ a~mm ° u. Paul Gill MOTHER'S NAMEIFnv. Meddle. Malden Swnamel cnyrLoro. INFORMANT'SNAME(TypalPrinq ,,, Leila Dunham xa. Kathleen L. Buchanan INFORMANT'S MAILING ADDRESS tStreel.Gry/Town, Swre.LwCWa1 METHOD OF DISPOSITION :oh. 1609 Cressman Circle, Mechanicsbur PA 17055 ((yy~~ GATE OF DISPOSITKN PLACE OF DISPOSITION ~ Name a1 Cemetery, Creman Bunal ^ Crematgn ILY Removal Iron Srale^ (Monm, Day, Year) or DIMr Place ry LOCATION ~ CtryyTOwn, Slab, Zip Code Dwwtpn ^ Other (SpecAyL_ ^ z1i~ ~ '~ebet 3 .Z00 Yorktowne Cremation Servic ' SN;NATUR FU RAL ER ICELK; EORPERSONAGTINGASSUCH a1D ~1C" York, PA 17404 LICENSE NUMBER NAME AND ADDRESS OF FACILITY ° :z.. ::h. FD 013 340 L Parthemore FH & CS, Inc. -eG°mpla'°",m`z]a.°°nlywh.npe Iryrrg Tdrnal»atam snow zz°. P.O. Box 431 New Cumberland PA 17070-0431 PItY>uciarr rs rnl evauaob al hme of death to Y bd9e, deem occurred at the Tema, date antl place staled. .~~'~ cMdy caWeadea,h. ISegrawreand Tale) LICENSE NUMBER DATE SIGNED ' ~ 2]e. (Mrnm. Day, Yearl . Items 2t~28 must De completed o'/ TIME OF DEATH y]p, ~peraon wen pronourrnss death. GATE PRONOUNCE~D7DEAyD rMwrh. Day, year) WAS CASE REFERRED TO MEDICAL EXAMINERK;O ONER? ~ 27. DART t: Enter the diseases, inryrws or wmplkarrons wMCh ca~ ~na death. Do ewr an er ma mode of tly~, such as ca dear or e ~ ~~ereesL sfnck or heart tallura r M. ~ s~ ~~~5)) ~^ LIS, rxey one cause on each Foe. per ry ApproaemaH DART 11: Omer s gnelkam corpNipns conueDUfirg to death, da IYYEDIATE CAUSE (Penal '"larval oerween q m tM uncle decease w condapn ~ Dose, and deem not nsWlm rtylrg cause Riven n PART I. resul,ag :n deem)-. a._ ~L-"% S i ~l e~ C~C.e ~ /~/D nnli C7~ 1 /tGr ~ 2.[~ f! S i •~ DUE 7D IOR AS A CONSEQUENCE OF): -.j I~ Nta~tg b Immediate C muse. Enter UNDERLYING DUE 1p fOR AS A CONSEQUENCE OF): .. :q CAUSE (Decease or mlury ~ c I t~71 mat enaiated events I _~ resunuq m aeaml LAST DUE TO IOR qS q COCONSEQUENCE OF): - d ____ __ I WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH ~---- r __ PERFORMED? AVAILABLE PRIOR ro DATE OF INJURY TIME Of INJURY INJURY AT WORK? DESCRIBE MOW INJURY OCCURRED. - COMPLETION OF CAUSE ~ (MUnm Day. Year) OF DEATH( Narwel Homrcede 7 rI-~ Acciden, ^ Pendlnq Inveslgation ^ ^ ,.,~ ^ ~ t Yp Yes ^ No Vas ^ No ^ Sueclde ^ Could ror6e determined JB°~ ----m~- M• JDe, _ ^ PLACE OF INJURY.,tr soma, tar ,sneer. factory, orrice ~' - 1/b' Y6E. hwldmq. arc. ISpec,rvl LOCATION (Sneer. Ceryrtown. State) - 39. CERTIFIER ICnecw only .x,el Joe. Jtn 'CERTIFYING PNYSICIAN(Physewncendymg cause oe.feam when anomer unvswan has pronounced deem anu coin SI~ ND 'RTIFIE ~_~ Td Il,e peat of my knowledge, death occurred due b the cauaels) am manner ae elated ................. . . Waled Item 231 _~ -.. 'PRONOUNCING AND CERTIFYING PHYSICIAN Fn;se.; an rxen.. To tM bMt of my knowledge, deem °ccurrrW at the uma Gate d pl ce/ aloe due to me cauaela) and manner ea staled LICE j `-., ATE ~ ^p IMU~ (~~r _.. .._-_ __- 71d.- ~~c - C' V ~, - _-_ _ ~l 'MEDICAL EXAMINER/CORONER NAME AND ADDRESS OF HSON WHO COMPLETED SE OF DEATH On the heaia of e:aminatlon and/or invesli aeon, in m o (Hero L!) Type w Prm~ -~_r~m ~3 manner as stated.. B Y PI"ion. death occurred at the time, date, antl place, and due to the cause s and `- Z~~'~'~ Y rte' ............................ ~ U~{~ ........... L ........... ~'r-1'l REGISTRAR'SS SIGN,(1TURE ANDN~ ~ __ ]2 C ~ /~ /~ ~L ` ~ /~ `' L / ~./~////~~ DATE FILED 1MUnm Day. yearn !' J7. -+ ~ of ` ~ LAST WILL AND TESTAMENT OF 1 ~' ~~ ,~ ,~ „ ., _ -~ -~ ._ PAULINE E. ZEDAKER I, PAULINE E. ZEDAKER, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I bequeath such of my tangible personal prop- erty as is set forth in a separate dated and signed Memorandum, which dated and signed Memorandum shall be placed with or at- tached to this, my Last Will and Testament, to the individuals designated therein. It is my intent that the last dated and signed Memorandum shall control. If there is no Memorandum, it is my intent that all of my tangible personal property shall be and become a part of my residuary estate. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, ROBERT M. ZEDAKER, KATHLEEN L. BUCHANAN, ADRIENNE L. NICHOLS, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. THIRD: Should any of my grandchildren not have attained the age of twenty-three (23) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time ~J ~~~. ~- y`J ~, ,~ to time such portion of income and principal for the said grand- child's post-high school education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-three (23) years. In the event any of my grandchildren die prior to the termination of the Trust established herein for their benefit, the interest of my grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's brothers and sisters or the separate trusts established hereunder for their benefit and, in the absence of any brothers and sisters, to my other grandchil- dren in equal shares. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ' ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. 2 ~~~ ~^y ~~; v ~~ .~ ~ .4 j (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint ADRIENNE L. NICHOLS, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatso- 3 ever of the said ADRIENNE L. NICHOLS, I nominate and appoint, KATHLEEN L. BUCHANAN, as Trustee of the hereinabove described trusts. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said ADRIENNE L. NICHOLS and KATHLEEN L. BUCHANAN, I nominate and appoint, ROBERT M. ZEDAKER, as Trustee of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. EIGHTH: I nominate and appoint my children, ROBERT M. ZEDAKER, KATHLEEN L. BUCHANAN and ADRIENNE L. NICHOLS, Co-Execu- tors of this, my Last Will and Testament. I direct that my Co- Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~~"~-day of /l'~ Lartl`.~ 2002 . ,~ J tr,~LGy-~:''ze'' ~J~i~%L~~°-' (SEAL) PAULINE E. ZEDAK 4 Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~~ ~~ s~ C~ i~c~~ Address /'7a /~ Address ,~ 5 MEMORANDUM In accordance with the provisions of Clause FIRST of my Last Will and Testament, dated ~~t, ~"~ 2002, I direct that the following described personal property be given outright to those individuals so designated: ,~ ~, . _.- ~~_... r_ ~; t ~ ~''~"r' Public 14?; r~_, _.~:;r~, County _ t~~i"'~, 2003 f;~<;;•~_ _, V'Oid!'(P~S ~' / Date: ''~ _ ~~-- (SEAL) ~~ ~ ~ ~ ~ •~ PAU INE E . ZEDAKE REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depo~'se~s} end say(s) that present. and saw - , the testat ,sign the same and that signed as a witness at the, request of testat__ in h ,~esence and (in the presence of each other) (in the presence of the orh~r subscribing witness(es)). Sworn to or` affirmed and subscribed before me this ~ ~~ ~ day of . , 20 Reg' (address) REGISTER OF `~II.I.S OF Cumberland COUNTY O.~TH OF NON-SUBSCRIBING WIT~iESS 0?1 -07.- /OC4' Robert M. Zedaker ) a subscriberrereto, (each) being duly qua?i~ed according to la~.v, deposz;s) and say(s) t~ at he is fa;-iliar with the si?^a~~r_ of _ Pauline F. ZedakPr , ~l testa: rix of _ he will presented herewith and that he believes the signature on the will is in the hard~xr_ting of Pauline E. Zedaker tc the best of his ____ kac~,vledge and beaef Sworn to or afii~^.e:?. and subsc-ibe before rre this t3th Cay of NOVEMBER ~0 0 2 ~~~ Rooster r,~ obert M. Zedake~;~Q e~ 4665 Pheasant Run rth, Reading, PA 196G6 (~ ddrz°sj (Name) ~` ~, (Name) ~.-J ~~~~ \ ~ ess) (1Vame) REGISTER OF WII.,LS OF ~~ OATH OF SUBSCRIBING herewith, (each) being duly qualified acca7t~g to (each) a subscribing witness to the will and say(s) that preseat and the tesiat , sie ~t~e same and that request of testaL__. in h~ other subscribing witness(es)). presence and (in the presence of Sworn to or affirmed and subscribed before me this day of 20 Re; (ster COUNTY _ signed as a witness at the other) (in the presence of the ,,\ ~'`~, ~~, (Name) (Address) (.Name) (~iddrzss) REGISTER OF `~II.I.S OF Cumberland COUNTY OATH OF NON-StiBSCRIBIrG ti~ITNESS al - o~- r~o4' Adrienne L. Nichols X¢L) a subsc^be: hereto,.? being duly quaiiZred according to law, depose(s) and say(s) that she is far..iiiar wit.`1 the siana~,.:: e ,c f Pauline E. Zedaker X~I testatrix of _ ) the will presented herewith and t';at she bete'/eS the sigzat:sre v% the Will 1J In the handwr;t:ns Q2 Pauline E. Zedaker tc the best of her _ --__---- k:~owledae and beiier. Swcr:: to or affiz--r.e^: and subsc.:oe~' ~:,e:ore me this ~~-'-`1 _ _ day of NOVEMBER 20th 2 ~~~ Rooster ~~ rienne i o s (.ti ame) 2Q1 Harris Street, Harrisburg, PA 171Q2 (f? ddrass) (.Name) REGISTER OF LS OF COUNTY OATH OF CRiBING WITNESS (each) a subscribing witness to the law, depose(s) and say(s) that qualified according to ~`~- _ present and saw the testat_~ sign the same and that request of testae presence and (in the other subscribing witness(es)). ;.~ Sworn to or affu:ned and subscribed befog me this day of 20 Register signed as a ess aL the of each other) (in the present., f the (Address) (Name) (~ ddress) REGISTER OF `~'II.I.S OF Cumberland COI.T~iT'Y OATF3 OF NON-SL'BSORIBIN G ti~~ITNESS 2l•0~-/oog Kathleen L. Buchanan :` a subscrber hereto, being duly quaLl:ed according to lax, depcse;s) and say(,) that she farni?iar with tie sig_^.at: ~:-° of Pauline E. Zedaker t,;statrix of (ere of the subscribing witnesses t~j the will presented herewith and codicil t`:at she belie'/es t he ~iQ_^.aillr° vrl tilt,' Wiil IS In tliz lanC'xit:Il~ OI Pauline E. Zedaker tc the nest of her --•_-._ .. knowledge and bedei. , Savor : to cr af:l.:.ed and subsc:gibed ;;efcre / ~ ~ g~~~ _ ~__ athleen L. cha ~ :,.e this ~_ _. day of ~ a NIIVEN~BER '?0 02 1609 Cressman Circle, Mechanicsburg, PA 17055 (~ddrz~s) ~.~-J JJ Reo!ster O~~~Q~- here~xith, (each) being (.Vame,~ /_-? ddr~ssl ~_ CERTIFICATION OF NOTICE UNDER RULE 5 6 (a) Name of Decedent: Pauline E. Zedaker Date of Death: October 28, 2002 Will No. 21-02-1008 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on November 8, 2002: Name Robert M. Zedaker Kathleen L. Buchanan Adrienne L. Nichols Address 4665 Pheasant Run North Reading, PA 19606 1609 Cressman Circle Mechanicsburg, PA 17055 201 Harris Street Harrisburg, PA 17102 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 11/18/2002 J mes D. o ar, Esquire One West i Street Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative JAMES D. B OGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mail~bogarlaw.com JAMES D. BOGAR JENNIFER B. HIPP' 'Also admitted to New Jersey Bar VIA HAND DELIVERY Donna Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 RE: Dear Ms. Otto: January 21, 2003 ~.-~ ...., ,: ~' u ~ f TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Direct e-mall Jbogar®bogarlaw.com The Estate of Pauline E. Zedaker No. 21-02-1008 Date of Death: October 28, 2002 I represent the Estate of Pauline E. Zedaker. Enclosed is a check made payable to the Register of Wills in the amount of $11,756.25, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $275,000.00 multiplied by 4.5~ or $12,375.00, less discount in the amount of 50 or $618.75, resulting in payment of $11,756.25. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. Very truly yours, ~~ ~,,r~l JAMES D. B R JDB/blw Enclosure cc: Robert M. Zedaker, Co-Executor Kathleen L. Buchanan, Co-Executor Adrienne L. Nichols, Co-Executor COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 77128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 002070 BOGAR JAMES D ESQUIRE ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 fold ESTATE INFORMATION: ssN: 2os-24-io2i FILE NUMBER: 2102-1008 DECEDENT NAME: ZEDAKER PAULINE E DATE OF PAYMENT: 01/22/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/28/2002 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 511,756.25 TOTAL AMOUNT PAID: REMARKS: KATHLEEN L BUCHAMAN C/O JAMES D BOGAR ESQUIRE CHECK# 1015 SEAL INITIALS: SK RECEIVED BY: DONNA M. OTTO REV-1162 EXI11-961 51 1,756.25 DEPUTY REGISTER OF WILLS REGISTER OF WILLS ~. ~ ,. Register of Wills of CUMBERLAND INVENTORY Estate of Pauline E. Zedaker Address: 4665 Pheasant Run North also known as Robert M. Zedaker and Kathleen L. Buchanan, Adrieru7e L. Nichols Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate 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 /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Name of James D. Bo ar Es wire Si na Attorney: g 4 9 I.D. No.: 19475 Signa Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737 - 8761 Telephone: County, Pennsylvania No. 21-02-1008 Date of Death 10/28/2002 ,Deceased Social Security Nc 2~J6-24-1i~21 Reading, PA 19606 Dated: 7/18/2003 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. Prepared by the Pennsylvania Bar Association INVENTORY Estate of: Pauline E. Zedaker Date of Death: 10/28/2002 County: Cumberland CASH: AT&T Corporation - Refund 10.68 Bon-Ton Department Store - 2.50 Refund Bon-Ton Department Store - 21.61 Refund Boscov's - Refund 9.58 Citibank - Refund 14.70 Erie Insurance Group - Policy 189.00 ~~Q082501403, Refund of Overpayment Hecht's - Refund 42.98 J. C. Penney - Refund 19.05 PNC Bank, N.A. - Checking 9 956.81 Account, Account No. 5140071284, date of death balance $9,954.76, accrued interest $2.05 PNC Bank, N.A. - Certificate 6,990.52 of Deposit, Account No. 31600222730, date of death balance $6,982.64, accrued interest $7.88 PSECU - Regular Shares (S1), 1,326.45 date of death balance $1,324.99, accrued dividend $1.46 -1- PSECU - Vacation Shares (S2), date of death balance $1,677.76, accrued dividend $1.85 PSECU - Christmas Shares (S3), date of death balance $354.00, accrued dividend $.39 PSECU - Certificate of Deposit (S50), date of death balance $8,266.36, accrued dividend $42.93 PSECU - Certificate of Deposit (S51), date of death balance $2,864.82, accrued dividend $14.88 PSECU - Certificate of Deposit (S52), date of death balance $5,779.80, accrued dividend $14.54 United Water-Pennsylvania - Refund Verizon - Refund Waste Management, Inc. - Refund Waypoint Bank - Certificate of Deposit, Account No. 565302898, date of death balance $9,039.31, accrued interest $154.13 1,679.61 354.39 8,309.29 2,879.70 5,794.34 24.68 1.58 31.51 9,193.44 -------------- 46,852.42 -2- PERSONAL PROPERTY: ------------------ Buick Regal - 1996, VIN 2,500.00 2G4WB52KIT1480862 Contents of home and personal 2 119.00 property - -as per attached appraisal 4,619.00 STOCKS/LISTED: 2,186.989 shares Fidelity 23 874.35 Investments - Sparton PA Municipal Income, CUSIP 316344209, Account No. 2AU-541664, date of death balance $23,794.44, accrued interest $79.91 58 shares Allstate Corporation - 2 332.76 CUSIP ~~020002-10, ' Certificate Nos. AC249383 and FC389981 6.759 shares Allstate Corporation - 271.85 CUSIP ~~020002-10-1, Dividend Reinvestment Shares 912.696 shares American Century - 11 792.03 Account No. 031-000099977, ' date of death balance $11,792.03 283.48 shares American Century - 6 208.21 Account No. 022-001666025, date of death balance $6,208.21 518.063 shares American Century - 3 046.21 Account No. 039-000155665, date of death balance $3,046.21 -3- 14.7682 shares BankAmerica Corporation 1 026.39 - CUSIP ~~Ol1-750-60505010, Book Shares 10 shares Boyds Collection, Ltd. 68.50 - CUSIP ~~103354-10, Certificate No. T0122 40 shares Corning Incorporated - 80.80 CUSIP ~~219350-10, Certificate Nos. CB243560,CB111830, CB200961, CB157268 149.037 shares Corning Incorporated - 301.05 CUSIP ~~219350-10-5, Dividend Reinvestment Shares 10 shares CSX Corp - CUSIP 275.00 ~~126408-10, Certificate Nos. CS664359, CS558224 65.997163 shares CSX Corp - CUSIP 1,814.92 ~~126408-10-3, Dividend Reinvestment Shares 50 shares Disney Walt Company - 869.00 CUSIP ~~254687-10, Certificate No. W018865373 7.212 shares Disney Walt Company - 125.34 CUSIP ~~254687-10-6, Dividend Reinvestment Shares 90 shares Eastman Kodak Co - 3,100.50 CUSIP ~~277461-10, Certificate Nos. L801546, L202793, L641639, R0206670, NC753415, R0414758 56.301 shares Eastman Kodak Co - 1,939.57 CUSIP ~~277461-10-9, Dividend Reinvestment Shares -4- 26 shares Eastman Chemical Co - 944 58 CUSIP ~~277432-10, . Certificate Nos. EC084187 15.058 shares Eastman Chemical Co - 547 06 CUSIP ~~277432-10-0, Dividend . Reinvestment Shares 495.243 shares Fidelity Investments - 824 45 6 Fidelity Asset Manager, . , Account No. 2AU-541664, CUSIP 316069103, date of death balance $6,824.45 13 shares Pitney Bowes Office 241 15 Systems - CUSIP ~~45247T-10, . Certificate No. PBO 3813 28 shares Pitney-Bowes Inc - 950 32 CUSIP ~~724479-10, . Certificate Nos. PBU 348005, PBU 234290, PBU 217612 145.907 shares Pitney-Bowes Inc - CUSIP ~~724479-10-0, Dividend 4,952.08 Reinvestment Shares 11 shares Sears Roebuck Co - 282 15 CUSIP ~~812387-10, . Certificate No. ZQP1388849 27.747 shares Sears Roebuck Co - CUSIP ~~812387-10-8, Dividend 711.71 Reinvestment Shares BONDS: U.S. Series HH Savings Bonds - 10 750.00 8 - as per listing attached hereto and incorporated herein 72,579.98 -5- U.S. Series I Savings Bonds - 4,174.40 8 - as per listing attached hereto and incorporated herein 14,924.40 REAL ESTATE/PA: --------------- All that certain condominium 127,000.00 unit situated in Brighton Place, being known and numbered as 540 Brighton Place, Mechanicsburg, Pennsylvania. The property was acquired by Pauline E. Zedaker, by Deed dated July 12, 1999 and recorded in the Cumberland Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The above-described real estate was sold pursuant to an Agreement of Sale dated February 28, 2003, a copy of which is attached hereto and incorporated herein. Final settlement took place on April 7, 2003. A copy of the Deed conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was $127,000.00. 127,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 265,975.80 -6- 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 BOGAR JAMES D ESQUIRE ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 ACN ASSESSMENT CONTROL NUMBER fold ESTATE INFORMATION: ssrv: 206-24-1021 FILE NUMBER: 2102-1008 DECEDENT NAME: ZEDAKER PAULINE E DATE OF PAYMENT: 07/ 1 8/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/28/2002 REV-1162 EX(11-961 N0. CD 002819 AMOUNT 101 ~ 5681.13 TOTAL AMOUNT PAID: REMARKS: ADRIENNE L NICHOLS C/O JAMES D BOGAR ESQ-TAX HAND DELIVERED SEAL CHECK#1045 INITIALS: SK RECEIVED BY: 5681 .13 DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 17-/00-1 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX "" (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R D E E S N T C o M P T U A T X A T I o N D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT.2B0601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST,AND MIDDLE INITIAL) Zedaker Pauline E. DATE OF DEATH (MM-DO-YEAR) 0' OFFICIAL USE ONLY FILE NUMBER 21-02-1008 NUMBER CQUNTYCODE YEAR SOCIAL SECURITY NUMBER 206-24-1021 THIS RETURN MUST BE ALED IN OUPlICATEWlTH THE REGISTER OF WILLS SOCIAL SECUR1TY NU BEA o 3. date of death . Remarnder Return prforto 12-13~82) 5. Federal Estate Tax Return Required 8. Total Number of Sate Deposit Boxes DATE OF BIRTH (MM-DD-YEAR) 08/15 1932 V1VlNG SPOUSE'S NAME LAST. FlRS'T, AND MIDDLE INITIAL o 11. EJection to tax under Sec. 9113(1'1.) (Attach Sch X 1. Original Return 4. limited Estate X 6. Decedent Died Testate (Attach copy of Will, o 9. litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12~ 12-82) 7. Decedent Maintained a Living Trust (A.\tach copy of Trust) 010. Spousal Poverty Credit One West Main Street Shiremanstown, PA 17011 3 - 6 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Liabilities, & liens (Schedule I) (1G) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (SchedUle J) 14. Net Value Sub.ect to Tax (Line 12 minus Line 13) Copyright (c) 2000 form software only The Lackner Group, Inc. ,.'fflIs:.~c,l'lON!Mt;llIrH! :t:iM~ NAME James D. Bo ar FIRM NAME (if Applicable) TELEPHONE NUMBER (1) (2) (3) R E C A P I T U L A T I o N (4) (5) 127,000.00 93,020.80 Nonll '..J\. ~ . <.- I Mdp", 51,471(;42 OFFICIAL USE ONLY ci '-" c = r- (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 290,136.19 17. Amount at Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. None co 43,055.75 -;~J \._,,) ~) ~ 314,547.97 23,290.98 1,120.80 ~1) 24.411.78 (12) 290,136.19 (13) (14) 290,136.19 x X X X .0 0 045 .12 .15 (15) (16) (17) (18) (19) 0.00 13,056.13 0.00 0.00 13,056.13 Form REV-15GG EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 540 Bri"hton Place CITY I STATE I ZIP Mechanicsbur" PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 13,056.13 0.00 11,756.25 618.75 Total Credits ( A + B + C) (2) 12,375.00 3. Interest/Penalty if applicable D. Interest E, Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 -to Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the dITference. This is the TAX DUE. (5) A. Enter the interest on the tax due, (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) Make Check Payable 10: REGISTER OF WILLS, AGENT i)'mmmiiii!!!:ili!!iWilliWiil:!li!i!lili!!iliIWWlilii!!!!!i!!!!I!!!WiiiWt!!!iWW!iW!!IJ!!llilii!i IN THE APPROPRIATE BLOCKS 0.00 0.00 681.13 0.00 681.13 :;':;:;:;:;",m:::~'t~k~~!!!~!~~:!~~~:!~!~tt~!i~~!!!~bg~~1~:~:~m~~i'~[k~I:~~:i~~,i 1. "X" 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. Yes No ~~ o o [}] [}] o []] Under penaltIes of perjury, I decla.re 1ha1 I ha\,/El examIned 1hls return, Including accompanyIng schedules and s1atements, and to the best of my knowledge and belief, it is true, correct and mplete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATC-e~ 'O_ltF P"dERSONtR :~PONSIBLE FOA F,IL?G ~TURN Robert M. Zedaker ~ ~~ 4665 Pheasant Run North -- Readi~ --,- -1'';'- --196.06----- - -- --- -- --- -- - -- - --- --. SIGN TURE / PREPAR OTHERT N EPRESENTATIVE James D. Bogar Esquire One West Main Street ---------------------~------------~------------------ Shiremanstown, PA 17011 DATE 7/18/2003 DATE For dates of death n or afte July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the survivingspousei, % [72P. ,9116(a)(1.1)0)]. For dates of death on 0 anuary 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ij)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2}l The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S, 9116(0)(1)]. The tax rate imposed on the net value of transfers to or far the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)}. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. copyright (c) 2000 form software only The Lackner Group, inc. Form REV-1500 EX (Relt. 6-00) ADDITIONAL Personal Representatives Estate of Pauline E. Zedaker SS# 206-24-1021 10/28/2002 ******************************************************* Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature ~OXhWM.) .t}CACAMU-._ Kathleen L. Buchanan 1609 Cressman Circle Name Address Line 1 Address Line 2 City, State, Zip Date Mechanicsburg, PA 17055 1//9/03 Signature ()~~. ~tfibLU Name Address Line 1 Address Line 2 City, State, Zip Adrienne L. Nichols 201 Harris Street Date Harrisburg, PA 17102 '/1'0/03 REV-1502 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Pauline E. Zedaker SS# 206-24-1021 10/28/2002 21-02-1008 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is de1ined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with riaht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 All that certain condominium unit situated in Brighton Place, 127,000.00 being known and numbered as 540 Brighton Place, Mechanicsburg, Pennsylvania. The property was acquired by Pauline E. Zedaker, by Deed dated July 12, 1999 and recorded in the Cumberland Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The above-described real estate was sold pursuant to an Agreement of Sale dated February 28, 2003, a copy of which is attached hereto and incorporated herein. Final settlement took place on April 7, 2003. A copy of the Deec conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was $127,000.00. SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) $ 127,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (el 1996 form software only CPSystems.lne. Form REV-1502 EX (Rev. 1-97) _ 0 to C::::O::o to Z:rno tl3oto f~ ~~rn r- t;o~ ...... -'"" ()"1 'O:;O:P <"ON ::0 o'""";:n ::3 c:: 0 '" ~ -rn- '::,f'l"lrn o -'o~ N I (J) N -" ;po ~(C~II ~ EXECUTRIX'S DEED THIS DEED is made this (02 t( day of ..JVL r ,1999, by and between: PATRICIA M. McGRADE, Executrix of the Estate of Mildred 1. Edge formerly of Upper Allen Township, Cumberland County, Pennsylvania, hereinafter referred to as GRANTOR. - and - PAULINE E. ZEDAKER, single woman, of Camp Hill, Cumberland County, Pennsylvania, hereinafter referred to as GRANTEE. WHEREAS, the said Mildred J. Edge ("Decedent") was seised in fee during her lifetime of a certain real estate, situate in Upper Allen Township, Cumberland County, Pennsylvania, known and numbered as 540 Brighton Place; and WHEREAS, Decedent died on July 16,1998, leaving a Will dated December 18, 1995, duly probated in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, on August 5, 1998, at No. 1998-00628, wherein she appointed Patricia M. McGrade, Executrix, /'- and to whom Letters Testamentary were issued on August 5, 1998; and WHEREAS, Decedent in Item V of her Will, authorized her Executrix to, among other things, sell the real property of the Decedent; and WHEREAS, the hereinafter described real property was not specifically devised by the Decedent; and WHEREAS, pursuant to the Probate, Estates and Fiduciaries Code, 20 Pa.C.S. Section 3351, the Executrix, as Grantor, has the power to sell any real property of Decedent not specifically devised. NOW, THIS DEED WITNESSETH, that the said Grantor, for and in consideration of C;\L WORK\PROB\D070699A. WPD -1- BOU": 203 ;",f :161 the sum of One Hundred Nineteen Thousand ($119,000.00) Dollars, to her in hand paid by the Grantee at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confIrmed, and by these presents does grant, bargain, sell, alien, release and confIrm unto the said Grantee, Grantee's heirs and assigns the following: ALL THAT CERTAIN condominium unit situated in Brighton Place, a Condominium (the "Condominium"), Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania, designated an Unit No. 540 in the Declaration of Condominium, dated October 11, 1990, recorded October 12, 1990, in Cumberland County Misc. Book 388, Page 265, and the Plats and Plans dated October 11, 1990, recorded October 12, 1990, in Cumberland County Plan Book 61, Page 93, as amended by the First Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated October 30,1991, recorded November 7,1991, in Cumberland County Misc. Book 407, Page 92, and Plat recorded in Plan Book 63, Page 98, and the Second Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated November 26,1991, recorded November 27,1991, in Cumberland County Misc. Book 407, Page 1169, and the Third Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated March 2, 1992, recorded March 2, 1992, in Cumberland County Misc. Book 413, Page 59, and Plat recorded in Plan Book 64, Page 12, and the Fourth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated May 21,1993, recorded May 21,1993, in Cumberland County Misc. Book 444, Page 985, and Plat recorded in Plan Book 66, Page 34, and the Fifth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated August 10, 1993, recorded August II, 1993, in Cumberland County Misc. Book 451, Page 517, and Plat recorded in Plan Book 66, Page 100, and the Sixth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated and recorded February 8, 1994, in Cumberland County Misc. Book 465, Page 1040, and Plat recorded in Plan Book 67, Page 84, and the Seventh Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated July 18, 1994, and recorded July 19, 1994, in Cumberland County Misc. Book 478, Page 292, and under the provisions of the Uniform Condominium Act of the Commonwealth of Pennsylvania (Act ofJuly 2,1980, P.L. 286, No. 82) (the "Act"). TOGETHER with an undivided interest in the Common Elements as more fully set forth in the Declaration and Declaration Plans, as amended from time to time. The Grantee, for and on behalf of the Grantee and the Grantee's heirs, personal representatives, and assigns, by the acceptance of this Deed, covenants and agrees to pay such charges for the maintenance of, repairs to, replacement of and expenses in connection with the Common Elements as may be assessed from time to time by the Executive Board in accordance with the Act and further covenants and agrees that the unit conveyed by this Deed shall be subject to a charge for all amounts so assessed and that, except insofar as applicable sections of the Act may relieve a subsequent unit owner of liability for prior unpaid assessments, this covenant shall run with and bind the land or unit hereby conveyed and all subsequent owners thereof. ell WQRKIPROBID070699A. WPD -2 - 86o~ 203 PACE 962 The Grantee, for and on behalf of the Grantee and the Grantee's heirs, personal representatives, and assigns, by acceptance of this Deed, acknowledges that this conveyance is subject in every respect to the Declaration, the Declaration Plans, By-Laws and all amendments thereto. The Grantee further acknowledges that each and every provision of the foregoing is essential to the best interest and for the benefit of all unit owners therein. Grantee and all owners of units in said Condominium covenant and agree, as a covenant running with the land, to abide by each and every provision of said documents. UNDER AND SUBJECT to easements, covenants, restrictions, reservations and rights- of-way ofrecord. BEING the same premises which Geneva Properties, Inc., a Pennsylvania corporation, by its deed dated December 5,1994, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book 116, Page 60, granted and conveyed unto Benjamin J. Edge and Mildred J. Edge, his wife. The said Benjamin J. Edge died on April 29, 1998, whereby title vested in Mildred 1. Edge as the surviving tenant by the entireties. AND the said Grantor, for herself and her respective heirs, executors, and administrators, does covenant, promise and agree to and with the said Grantee, Grantee's heirs, personal representatives and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the property hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and year first above written. WITNESS: ~(~~ P A RICIA M. McGRADE, Executri C:\L WORK\PROB\D070699A.WPD - 3- BOOK 203 PAGE 963 COMMONWEAL TH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) On this, the r?day of ~ PlP( , 1999, before me, a Notary Public, the undersigned officer, personally appeared P A ~cGRADE known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she execut~d the same for the purposes therein contained. ii~7e' ,.};f';~'j.>;;IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ N . k._,:,~ ,. , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ( SS.: ) Notarial Seal . Stephanie E. Witmer, Notary PubliC Hampden Twp., Cumberland County My Commission Expires July 28, 2001 M_~mbeL Pennsylvar.!J Asso-::iatIDn of ~JQt~r!.c;'s RECORDED in the Office for Recording of Deeds in and for Cumberland CoumY in y,'tfOOk,zS3 ' ~ ',., $.L. WITNESS my rumd md "'" of Qffi" tbi, /5 "'" of Anno Domini 1999, . , ,:,...,~... ~;;. -.",,,. 4Y'u:r- (/ r~ Recorder --lr-: lH-:J ;:"":l::rH~';-' oc::;.:oo 0 o ;;7'~:::rI"""".C1rTl~""'m"""~ ,...,..r'tlrtJror:r """,-or':lr-r\l'T1rf'"! w I-I r-l \,. l--lOTTl'I.OClI::;;J '-~::Z::-:T.'" :::a:: :::o:r> =:=:=_-0 J ::c::: I I ;:r:r z;;::r:r..._ rtt,..................."-l:lO::P-:--c-:.:::02il: r. c:tCOO:':7.'<=:.......~U)-4::O tD..____<:::,.,,:::c:f'T'lr;:r.:J,-._ ,.....,p.~~:::J::% ::z:::::: --t c: ..c-. 4:;~ .&:- --I,.,,=='=' c;-, ro..c-v..\~'.;s Z -10--1 0... ...,.., -of -= :t> .. r:::: -o--f .. :;;:::-" rr-t .. ~::;::: . '=' 800,~ 203 PAGE C:\L WORK\PROBID070699A. WPO r.n ,.,., n = '" ,.,., = r- :e 6 -< 964 ~ - 4 -b':l ..., ,.,., =0 '''' "-*_....... h.l"-'- - ...c-__......._ t...nt....,.- .0 --0 '..L; ;"';1 ....... '..0 ......:. --.I:; ....... I:.J"lO'::;:~I:.."_I-'"_c.."'-"<> ....... .. .. .. .. ~ .. .. .. .. .. .. .. ":'.11 C:> C. (..'1 ~~ .0 (...11 0::> c.. 0 '-11 '-" "=,,o-o<c>>o..::~c>ooc:.c=o ..J, -' " ".' ,. "" ,~ '" "" .... To U.. - '" ,.-" '" s::: ,..,. "" .... 0- "" '" ~ :::.. '" "" "" '-0 "'- , "" ~ c-:> ,.0 "'" '" '" 0:;-. '" ~ ~ '-" ,-, ,..,. - '" ~ ,;- - _. '" v, -" '" ,.,.. '" "'" "" '" '" ,""'t'l-r -.J co '- ,..> -... -, - ,-,> -, "'- '-" '-" - '" ...... - -. -; - - " '-0 -> '" ." ," ~, '-0 - ~ <:> sa::;r.ro LANll TRANSFf:~5 I NC, :; , t\#O'-\L\ r-.., Wl ..,.. '-" "'lI'''''''''' ......... ..."...." J..~ v..." ",,, ,,"'..... ........'" AGRF.1l!MF.NT OF SALE THIS AGREEMENT, made this .1~ of February, 2008, between Estate of Pa11Jine E. Zedaker, by Robert M. Zedaker. AdrienDe L. Nichols, and :Ka.thleen L. Bu"h"""W', Co-Executors, (hereiDafter called "Seller"), and Axt1y H. LUIlkko. a single WOIllllIl, (herejnafl;er called "Purchaser"). WEEREAS, Seller is the owner of 540 Brighton Place, M"",.h"";csburg, Upper Allen To"lV1'lShip, CumberlAud County, PennsylvaIlia, Tax Parcel No. 42-24-0791-164, and WHEREAS, Purchaser desires to acquire the Property and Seller desires to sell the Property to Purchaser. NOW, THEREFORE, in consideration of the mutual covenants hereinafter expressed, the parties hereto, intending to be legally bound hereby. a,.<>ree ~full~: . 1. ~ Seller shall sell and convey to Purchaser and Purchaser shall purchase from Seller the ~\,/}'= t,y. 2. Annroval of the Parties. Approval of the Seller hereto shall be obtained by February 28, 2003. 3. Purchase Price. The Purchase Price shall be $127,000.00 Dollars which shall be paid to the Seller by the Purchaser as follows: 11 AfoJ..-1:; . ~;2,,,OO.OO I~ (a) The sum oC $1,666.6& Dollars in cash paid by Purchaser to i!1i Seller upon the ezecution of this Agreement, whieh shall be held in escrow by South Central Agency, :ene., Title Agent for the Pw:chaser. (b) The bl' 1"n_ of the Purchase Price, in the amount of $126,000.00 Dollars shall be paid in cash or certified check to Seller upon transfer of the Property to Purchaser at Settlement. (c) Seller to contribute $2,000.00 to closing costs ofPurcbaser. J;J.,.i I 1-) 4.. Settlen.....uJ.. Settl9l;lJ.ent shall be held on or before cl:.. 21, 2008, unless Settlement is extended by mutual consent of Purchaser and Seller. Settlement will be held at the offices ofP\H'~}>n..'r attomeys, Uett&, E~ & WvvdlJd", 84611 ~uJ. Gh r rOllt street, .t1amSbUrg, 1',,=,,: I y ..n;... or such other location Se.l\e,- '-:, ",\'f.<"r\~'::l) .\"'....-t~ 1::>. ?"o_~,... L..e<-U> O.t-~;t-e5) CI",~ W(.,~ yY'1,."v, ~iv--(...{,) Sl,.,.irt.""""",,-tcw-n I \\V\",s~l~o,,,,;O() (I!;::- ~ f1rt Ct/~ a:J'ltJ Stet sse:' /.tl."OI 3aIsaoo~ SN~~a .~~~'WOMA ~~.~T ~~_Q7._..~ as may be mutually egreed upon by the parties. Purchaser shall be responsible to pay all municipal services 8sseSS"tlElntS and c.ondomiDium fees from and after the date of Settlement. 5. Ta%es ~d Ui:1"ltHes. All realty transfer mes shall be divided equally bel...~ Purehaser and Seller. All real estate taxes and assessments, which taxes shall be paid prior to Settl.ement, shall be prorated on the basis of the fiscal year for which assessed. 6. ~ At Settlewent, Seller shall deliver to PurebBser a special warranty deed. The Property is to be conveyed free and clear of aJlliens, en=bnmces.and easements, exceptixlg, hu...e~eI, the follo~ easements otroads, privileges or rights ofpublic service companies, if any; acreements or like Il1~tters of record, and easeIIlents or restrictions visible upon the ground. Title to the Property shall be good and marketable and wch as will be insured at regular rates by a title . insurance complIDY licensed to do.business in Pe:l111S.l"lvania. 7. Poss~-""tm. Possession is to be delivered by deed, keys and physical possession to a vacant building at day and tUne of Settlement. Fonnal tender of an executed deed and purchase money is hereby waived. Purehaser reserves the right to make a presettlement inspeciion of the Property. 8. Fix~~es. Trees. Sh1'U.bberv. All plm"hing, heating, air conditioning and electrical systems, and :fixtures and systems appurtenant thereto and forming a part thereof; antennas, masts and rotor systems; screens, storm sash and/or doors; shades, aWIlings, venetian blinds, and shutters and blinds. if any; couplings for appliances, radiator covers, kitchen cabinets, dishwasher, refri.,'"ll1'ator and raDge, in addition to the washer and dryer, refriget'ator, kitchen appliances, window treat1xleJ'ts and wall-to-wall earpet, all trees, shrubbery, plantings now in oX' on the Property, and remainiDg cooklng fUels stored on the Property, if any, are included In the Purchase Price. None of these items shall be removed by Seller from the Property after the date of this Agreement. 9. Asse............ts .mtl Notices. Seller covenants and represents as of the encution of this Agreement of Sale tha.t Seller b.es received no notice of assessments for public improvements against the Property which remain unpaid and that no notic& by ar:.y ~, rondornhlium or owner association fees, public authority, or condominium or owner association has been served upon the Seller or anyone acting on the Seller's be~ including notices rela.tiDg to the viola.tions of zoning, housiIJg, building safety, or !ire ordill.ances wbich :remain uncorrected. Seller shall be responsible for the payment of a:ny assessments and charges hereafter made for any public improVements, if work in connection therewith is hereafter begun in or 2 r.t/c ~!)'i'd sitae 9E:~ l..tl..la! aOIsaCOM SNV~3 g~~~w:wo~~ .~IA' ~~_Q?_a.~ ahem said PToperty and adj8.CeXlt thereto aIld if Seller bas received notice tbat said improvements are required by any governmental or other public authority prior to Settlement. 10. RJom...........t.oti........ PtIrehaser has i.n.speeted the Property, or hereby wai-ve the right to do so, and agree to pI11"d:lase the Property 8$ a result or such inspection and not because of or in reliance upon any repreaentatiC/JI. made by the Seller or any other party. ~pt as specifieally provided ixl. tbis.Agreement, Purehaser bas agreed to purchase the PToperty in its present "As Is- condition. This AgreemeD.t cont:oin~ the whole agreement between. the parties and there are no oiher terms, obligations, covenants, representations, statements or conditions, oral or f) ,,vt../::: otherwise, of any kind whatsoever eoneemingt1lis sale. r::::-- Seller - ~ 'Vided Purchaser 'irith Seller's Property ~ DiselosureStatemen~ ~ 11. n"""wt bv Purchaser. Should the Purchaser violate or fail to A' J.1 fulfill. and perform any of the terxD.s or conditions of this Agreement, then in such ~ case, the Porchaser's deposit set forth in Paragraph 3(a) sball be retained by the Seller as liquidated tl"m:llfleS for such breach and Seller and Purchaser sball be released from any and all liability hereunder end this Agreement shall become null and void and of no foxee and eifect. 12. Default by Seller. In the event Seller is Utl8ble to giV'e a good and marketable title and such as will be imured by a licensed title insurance company a:t regular rates, Pureh8ser shall have the option of taking such title as Seller can give without abatement of price or rescinding this Ajp:eement; and, upon such re"'M~on, Purcbaser shall be entitled to a return of all monies paid by Purchaser to Seller on account of the Purchase Price, and in the latter event, there sball be no further liability or obligations on either of the parties hereto and this Agreement shall become null and void. In the event Seller fails to fu1fillany of Seller's other obligations hereunder, Purchaser shall have the optioD.; to rescind. this Agreement and be entitled to a return of all ra.oneys paid by Purchaser to Seller on account of the Purcllase Price; su.e for specific performaJ:\ce; or sue for Q""""li8S. 13. Broker's and Finder's Fees. Purchaser and Seller represent that all negotiations relative to this Agreement have been earrled. on by them directJ;y without the intervention of my person which :may be entitled to 8IJY brokerage fee or other eoDlIll.ission with respect to this Agreel11ent. 14. 1l'I...".....i"lf Condition. This Agreement is specifically conditioned upon Purchaser obh;n;ng a purchase money mo~ for purchase of 3 Cl/b ::t:J\:tel Blet gE:~ Ll(,,'01 !I:ClIsaOOM j:;:N'a'^::f ~_'.T':I'U"IoI""':.r.3 cu...Or. ..... ....... ........ -~ the Property. In cozmection therewith, Purchaser sball make Il co:tnpleted mortgage application to a 1endiJ1g im;titutiOD. witbiJ:t. tel1 (10) days of the execntion of this Agreement. The .Agreement is contingent upon Purchaser securing financing under the following tenDs: (i) Type otMortgage: Ccnvantio:na1, Fixed rate; (ll) Mo~ Pri,,~ Amount: ($127,000.00) DoIl8rs; (iii) Mamnum Interest Rate: (6.25%) percent per annum; llIld (iv) Minimum Term of Mortgage: (30) years. (v) Purchaser shall receive a written commitment valid until the date .... of Settlement on or before March 10, 2003. IfPurcha.ser does %lot receive such comzoitment as sp-cified above, Seller shall have the option to d.eelare. this.Agteement null and void by w.ritteu notice to Purchaser of such aD.d retlmLlIIlY deposits paid on account of the Purchase Price to I'urchaser. 15. ConditioDS Precedent to 'PrnoPh........... Ohl;motiODS. PuTCbaser sball bave the right to complete the inspections identified in this paragrapb within ten (10) days of Seller's eucut:ion of this Agreement. Sener 3gE'eeS to:JDake the Property aV"'H~hl" to Purchaser', inspector(s) at all re8l!OlJab1e times and upon reasonable notice to enable the inspecl:or(s) to periOIm the inspections agreed upon. (a) prooertv Tn5<D<!Ction Contit>-<>eD."". o Waived: Purchaser understands that Purchaser has the option to request that the pzoperty be inspected by a licensed or otherwise qualified professional. ,0 Elected: Within)Q days of the execution of this Agreement, Purchaser, at Purchaser's expense, may choose to have inspections sntllor certi1ie3tions completed by licensed or otherwise qualified professionals (see Property 1nspection aD.d Environmental Notices). Other provisions of this Agreement may provide for inspections md/or certifications that are not waived or altered by Purchaser's election here. IfPu:rchaser is not satisfied with the condition of the Property as stated in any written report, Purchaser will, within the time given for completing iIl.spections: . 4 C:I/S 3D'Q'e;l !"IItAl'l c::u:"7. .I' ~ .,.,T ~~ ~ .[j Ct/s g:)'Q'd Option 1: c 1. Accept, the Property with the information stated in the report(s) and agree to the RELEASE set forth in paragraph 17 oftbis Agreement, OR . TermiD.a.tethe Agreement of Sale in wr:itUlg by notice to Agent for Seller, ifany, otherwise to Seller, within the tiIne given for inspection, in which C3Se all deposit momes paid on llCC01.lIlt of purchase price sbaIl be returned pl'QIll.ptly to Purchaser, and this ~ent will be NULL and VOID. (L~ Option 2: ~ 1. Accept the Property with the info:rma.tion stated in the report(s) ~ and agree to the RELEASE set forth in paragraph 17 oHills ^ lyL .Agreement, tJNLESS the total cost to ~ ___the CR..nditions ~ contained in the report(s) is more ~~ $),000." 0 . =",,000.00 (I...~.:t: If the total cost to correct conditions contained in the 1:""--- rep<lrt(s) EXCEEDS 0, Purchaser will. deliver the ~ report(s) to Seller, within the time given for iDspection. ~ 8.. Seller wi.ll., within. 10 days of reeeiWlg the report(s), inform ~ JA1 Purchaser in writi:ngofSeller's choice to: (J-bff' 2. 2. :!Make repairs before settlement so that the ~ n'JD."i.,ing cost to repair conditions contained in the ~'J report(s) is Jess than or equal to $POO:OO. tl \ .0..0.0 0 \ J3 Credit Purchaser a.t settlement for the difference between 1;he estimated cost of repairing the conditions contained in the report(s) and ~. ~ I ,0VO .00 This option must be acceptable to the mortgage ,j} VA {; lender, ifany. ~ rJU,;\ No' """'" -.. """ not =di' """""" .. ~ settlement for any defects in conditions contamed in the report(s). b. If Seller chDOses to make repairs or credit Purchaser at settlement as specified in paragraph 15(a) (Option 2) 2, 1) 2) 3) 5 stet see::: ~t",'aI JraTJ;ntlni'\ lI:NW^'=I' "::(,."'::I'9.r.L.......... ._._. __ __ -.... __, ___._ __.. .......... ~""""'" .....V \I'V u......~ Ul\ArJ.AA 141 008 Purchaser shall aeeept the Property: and agree to the F:F.T :RASE set forth in paragraph 17 of this Agreement. c. If Sellar chooses not to make repairs and not to credit Purchaser at settlement, or if SeDer fails to choose any option within the time giveD. Purcb8ser will 'Within 10 c1ays: 1) Accept the Property with the information stated in the reportCs) and agree to the RELEASE set forth in p81'8graph 11 of this .Agreement, OR 2) Terminate the Agreem.ent of Sale in writing by n.oti.ee to Agent for Sellar, if any. otherwise to Seller, in which cause all deposit monies paid on account of purchase price shall be returned. promptly to PuI.'cbaser and this Agreement of Sale will he NULL and VOID. (B) Porcha.ser's failure to exercise any of Purchaser's options within the time limits ,,~ in this paragraph shall constitute a WAIVER of this eontfngeney and Parchaser accepts the Properly and agrees to the 'R14lT ,F.ASE set forth in paragraph 17 of this Agreement. (b) Wood Infestation Continllencv. Q WAIVED. Purchaser understands that Purebaser has the option to request that the Property be inspected. for wood infestation by a certified Pest Control Operator. Purchase1' waives THIS OPTION and agrees to the RELEASES set forth in paragraph. 17 oithis Agreement. . ..t:; · ElECTED. 0 ~ \ . ~ (A) Within )6.d.ays of the execution oftbis Agreement, ~I . Purchaser, at Purchaser's expense, shall obtain a written "WOOd~ Destroying lJlsec:t Infestation Report" from a certi:tied Pest Control Operator and will deliver it and all supporting doM',."""ts and drawings provided by the Pest Control Operator to Agent for Seller, if any, o~ to SeIl~. '!'he report is to be made satisfactoty to and in complia:ace with applicable laws, mo~ 6 l: t/.:., S:J'Vd _~'-I':t, Q~'? ) T J ,"'.. ......................... ..............- ---_..-.._~.- .- -- -- -- --- Ct/s g~'tI=l" and lending institutions, ancl/or Federal I:o.suring and GuaranteeiDg Agency requirements, if any. The inspection will include an readily visible and acellSSible areas of an structures on the Property except the followiDg structures, which will not be inspected: ~. ' (B) If the inapeetio:n reveals evidence of active infestation(s), Seller agrees, at Seller's expense and before settlement, to treat for active infestation(s), in accordance with a.pplicable laws. (C) If the inspection revesl.s A..m"ge from active inf'estation(s) or previous infestation(s), Purchaser, at Purehaser's 1!lXpeIlse, has the option to obtain a written report by a professional contractor, home i:aspection service, or structural eDgineer that is limited to structural ".nn"ge to the Property caused by 'IVOOd-destroying O1'gl'Inl!m'1" and a proposal to repair the A..w..ge. Purchaser will deliver the struetw:a1 Q"m"i9 report and corrective proposal to .Agent for Seller, if any, otherwise to Seller, within 10 days of delivering the original inspection report. (D) WithiI15 da;ys of receiving the structmal ""m-.ge report and corrective proposal, Seller shall advise Purchaser whether Seller .will repair, at Seller's expense and before settlement, any structural m.m"ge ft:om active or previous infestation(s). (E) If Seller chooses to repair structural damage reV1!3led by the . report, Purchaser agree to accept the Property as repaired and agrees to the RELEASE set forth in paragraph 17 of this .Agreement. (F) If Seller chooses not to repair structural """"age revealed by the :report, Purchaser, within 5 days of receiving Seller's :notice, will notify Seller in writing of Purchaser' s choice to: 1. Accept the Property with the defects revealed by the inspection, without abatement of price and agree to the RELEASE set forth in paragraph 17 of this Agreement, OR 2. Make the repairs before settlement, if required by the mortgage lender, if any, at Purchaser's expense and with Seller's permission, whieh shall not be U1U"eaSOJJably withheld, in which case Purchaser accept the Property and 7 stet St~ LtL:OI RnT~nnn~ QN~^. ~~~~Y'M~~r ~L.~. __ __ ___ E::t/S .3:0"td agrees to the RELEASE set forth inparsgraph 17 of this Agreement. If Seller denies PuIcllaser permission to make the repairs, Purchaser may, within 5 days ofSeIIer's deIlia1, terminate this Agreement. If Purchaser t...-=inates this Agreement, all deposit momes paid on accow::.t of porcballe price shall be returned proxuptly to Purchaser and this .Agreement of Sale will be Nli1"L and VOID, OR S. Termioate this Agreetllent, in which case all deposit monies paid on aceount ofpurehase price shall be returned promptly. to Purchaser and this A.,a-reement of Sale will be :!'<'"U"LL and VOID. (G) Purchaser's failure to exe~.se any of Purchaser's options 1rithin the time limits specified in this paragraph shall constitute a W A.IVER of tbis cont'.ngeney and Ptlrehaser accepts the Property and agrees to the RELEASE set forth. in paragraph 17 of this agreement. C. P..adon Cont.in"",'lCV. (A) Seller represents that: (check appropriate respo:cse(s)) . 1. Seller has no bowledge concerning the preseuce or absence of radon. o 2. Seller bas knowledge that the rnperty was tested OD. ilie dates, by the methods (e.g., eh8rcoal C3l1is'"..er, alpha tract, etc.), and with the results of all tests indicated below: DATE METHOD RESljLTS (piccCuriesJ1iter or working levels) COPIES OF ALL AVAILABLE TEST REPORTS will be delivered to Purebaser with this Agreement. SELLER DOES NOT WARRA.1Il"T E1TEER THE METHODS OR RESl.""LTS OF TEE TESTS. 8 Slat st:t l,tL10I Cinrc::nr'\nJIII ...rWA'::r '=r.,.........~.,...~_~~. -. -__ __ -- .- . . -..--..'-' [J 3. Seller has knowledge that the Property underwent radon reduction IIle9SlU'eS on the date(s) and by the methodes) indicated below: DATE RADON REDUCTION METHOD . WAIVED. Purchaser understa:o.ds that Purebaser bas the option to request that the Property be inspected for radon by a certified inspector (see Radon Notice). PURCHASER WAIVES THIS OPTION and agrees to the RELEASE set forth in ~h 17 of this Agreement. [J ELECTED. (B) Purchaser, at Purchaser's expense, bas the option to obtain, A-om a certified inspector, a radon test of the Property and will deli-m- a copy of the test report to Agent for Seller, ifany, otherwise to Seller, within 20 days of the execution of this Agreement. (See Radon Notice), L If the test report reveals the presence of radon below 0.02 working levels (4 picoCuries/liter), Purchaser accepts the Property and agrees to the RELEASE set forth in paragraph 17 of this Agreement. 2. If the test report reveals the preseIlCS of radon at or exceeding 0.02 working levels (4 picoCurleSlliter), Purchaser will, within 10 daJ'$ of receipt of the test results: o Option 1 a. Accept the Property in wri~ and agree to the RELEASE set forth in paragraph 17 of this .o\greero.ent, OR b. Terminate this AireemeJ:l.t in writing, in which case all deposit monies paid on account of purchase price shall be 9 ..u, ....,.... _~.' .......... ...~ w~w _. w ., returned promptly to Purchaser and this Agreement of Sale '/rill be NtlLL and VOID, OR c. Submit a written, cou.....Ll ve proposal to .Agent for Seller, if , any, otherwise to Seller. The corrective proposal will include, but not be limited to, In the name oithe certmed mitigation company; provisions for payment, including 1"etest8; and completion date for corrective measures. 1) Withm. 5 days of receiving the corrective proposal, Seller will: a) ~ee to the terms and the COl.","~ ve proposal in writing, in which case Purchaser accepts the Property and agrees to the RELEASE set torlh in paragntph 17 of this Agreement, OR b) Not agree to the terms oftbe corrective proposal. 2) Should Seller not agree to the terms of the corrective proposal or fail to respond within the given time, Purchaser will, within 5 days, elect to: a) .Accept the Property in writing and agrees to the RELEASE set forth In paragraph 17 of this .Agreement, OR b) Terminate this .Agreement in writing, in which case all deposit monies paid on account ofpurehase price shall be returned promptly to Purchaser, and this ~ent of Sale will be };lJLL and VOID. (C) Purchaser's failure to exercise any of Purehaser's options within the time limits specified b1 this pangraph shall constitute a WAIVER of this contingency and Purchaser accepts the Property and agrees to the RELEASE set forth in paragraph 17 of this AgreeJnent. 16. Status of Water and Sewer. The Property is serviced by public water and public sewer. 10 e l/t t a:~"'d 511$1 st:~ t.Il."aI aCISOOO~ SN~^~ ~~12W"~nw~ m~.~? ~___7 ~_? U~/U~/Ud .V~ ~U;4~ r~ O~U 010 ou~_ unn.r ~!'t.l1 'IIol........ . '. . 17. ReJ.."'.... Purchaser hereby releases, quit MA'''''' and forever disch,,"geS Seller, all agents, their subagents, employees, and any o~er or partner of anyone of them and any other person, firm. or corporation who may be liable by or tbrou:h them, from any and all.-1"iTQ',lOSleS or demands, including, but not limited to, personal injuries and property damage and all of the consequences ~eof, whether now known or not, which may arise from the presence of termites or other wood-boring insects, radon, lead-based paint h.azarde, en'vi:romnental hazards, any defects in the individual on-lot sewage disposal system or deficiencies in the on-site water service system, or any defects or conditions to the Property. This release shall survive settlement. 18. A-c.ci.........ent. Neither Seller or Purchaser shall assign this .Agreement without the prior written eonsent of the other party. 19. Jl;..1. of Loss and Tn_,.,.n_. Risk onoss to the Property shall be Seller's until Settlement. Until Settlement, Seller shall, at his sole cost, maintain in full force and effect :fire imunmce covering the Property. In the event prior to Settlement, the Property is destroyed by :fire or a:rry other casualty, Purchaser may terminate this .Agreement, in which event all deposit monies paid by Purchaser shsll be refunded and this Agreement shall be deemed null and 'VOid without liability to either party_ 20. AmP1td""'...1:. This Agreement shall not be altered, emended, changed or modified except in writing signed by the Seller and the Purchasel.". 21. Reco...lin.. This Agreement shall not be recorded in the Office of the Recorder of Deeds or in any other office or place of public record. If Purchaser records this Agreement or causes orpezmits it to be recorded, Seller may, at Seller's option, cancel this agreement and retain all deposit monies paid on account of the Purchase Price. 22. Notices..All notices required to be given by any of the provisions of this Agreement must be in writiIlg. 23. ~ent. This Agreement contains the entire agreement between Seller and Purchaser. 24. Bi"""....lt F.i'l'eet. This Agreement is binding-upon both parties, their heirs, successors and assigns, and this Agreement shall be construed under the laws of the Commonwealth of Pennsylvania. 25. Other ('",nditions. If any provision of this Agreement is determined to be invalid, it sballnot affect the validity of the nom "''ling provisions of this Agreement. 11 tl/~t Sf>'dd Sll!!1l 8e~ ,1,-01 30r5000/'\ ~N'd^;-r 'l:f.T..T..w.wn:>l~ =....1' C'...._07_a''!:I'.:# IN WITNESS WHEREOF, the parties hereto have set their bands and seals the date first above written. C~Q. f\~ Witness (:lAA~d}ad;;~ Witness $ol)n~ cI ~0'Y10 Witness ~~~n~~~ Wi ; 3j.86e4 _~ et/Ci aO'a'd Slet eel; l.tl.'O% SELU'.R.! '~ tor (1Jiw ~ ';<. YLA.~ Jy-V. / AdrieIlIle 1.. Nichols, Co-Executor ~~.t~~ P~HASER: !;)4~!lO AIz{H. .J' 12 ZcrsaOOM SN~^~ ~~~~Wlwn>>~ Qh..t c."...._Cll7"_c:r.,~ Tax Parcel No. 42-24-791-164-540 THIS INDENTURE, MADE TIlE ,J.1. n d day of April, two thousand three (2003) BETWEEN Robert M. Zedaker, Kathleen L. Buchanan, Adrienne L. Nichols, Co-Executors of the Last Will and Testament of Pauline E. Zedaker, late of Upper Allen Township, Cumberland County, Pennsylvania, parties of the first part, alld AMY H. LUUKKO, single woman, of Harrisburg, Dauphin County, Pennsylvania, party of the second part: WHEREAS, the said Pauline E. Zedaker by her Last Will and Testa- mellt, duly proved and recorded in the Cumberland County Register of Wills Office, Pennsylvania, in Docket Book 21-02-1008, Letters Testamentary being issued on November 12, 2002, provided, in pertinent part, as follows: FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all prop- erty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it... EIGHTH: I nominate and appoint my children, ROBERT M. ZlmAKER, KATHLEEN L. BUCHANAN and ADRIENNE L. NICHOLS, Co-Execu- tors of this, my Last Will and Testament.... NOW THIS INDENTURE WITNESSETH, that the said parties of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One Hundred Twenty-Seven Thousand Dollars ($127,000.00) to them paid by the said party of the second part, at and before the ensealing and delivery of these presents, the receipt whereof is hereby ac- knowledged, have granted, bargained, sold and conveyed, and do hereby grant, bargain, sell and convey to the said party of the second part, her heirs and assigns forever: ALL THAT CERTAIN condominium unit situated in Brighton Place, a Condominium (the "Condominium"), Mechanicsburg, Upper Allen Tom1ship, Cumberland County, Pennsylvania, designated as Unit No. 540 in the Declaration of Condominium, dated october 11, 1990, recorded October 12, 1990, in Cumberland County misc. Book 388, Page 265, and the Plats and plans dated October 11, 1990, re- corded October 12, 1990, in cumberland County Plan Book 61, Page 93, as amended by the First Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated October 30, 1991, recorded November 7, 1991, in Cumberland County misc. Book 407, Page 92, and Plat recorded in Plan Book 63, Page 98, and the Second Amendment to Declaration of Condominium of Brighton Place, a condominium, dated November 26, 1991, recorded November 27, 1991, in Cumberland County Misc. Book 407, Page 1169, and the Third Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated March 2, 1992, recorded March 2, 1992, in Cumberland County Misc. Book 413, Page 59, and Plat recorded in Plan Book 64, Page 12, and the Fourth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated May 21, 1993, recorded May 21, 1993, in Cumberland County Misc. Book 444, Page 985, and Plat recorded in Plan Book 66, Page 34, and the Fifth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated August 10, 1993, recorded August 11, 1993, in Cumberland County Misc. Book 451, Page 517, and Plat recorded in plan Book 66, Page 100, and the Sixth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated and recorded February 8, 1994, in Cumberland County Misc. Book 465, Page 1040, and Plat recorded in Plan Book 67, Page 84, and the Seventh An1endment to Declaration of Condominium of Brighton Place, a Condominium, dated July 18, 1994, and recorded July 19, 1994, in Cumberland County Misc. Book 478, Page 292. and under the provisions of the Uniform Condominium Act of the Commonwealth of Pennsylvania (Act of July 2, 1980, P.L. 286, No. 82) (the "Act"). TOGETHER with an undivided interest in the Common Elements as more fully set forth in the Declaration and Declaration Plans, as amended from time to time. '1'he Grantee, for and on behalf of the Grantee and the Grantee's heirs, personal representatives, and assigns, by the acceptance of this Deed, covenants and agrees to pay such charges for the maintenance of, repairs to, replacement of and expenses in connection \~ith the Common Elements as may be assessed from time to time by the Executive Board in accordance with the Act and further covenants and agrees that the unit conveyed by this Deed shall be subject to a charge for all amounts so assessed and that, except insofar as applicable sections of the Act may relieve a subsequent unit owner of liability for prior unpaid assessments, this covenant shall run with and bind the land or unit hereby conveyed and all subsequent owners thereof. ~rhe Grantee, for and on behalf of the Grantee and the Grantee's heirs, personal representatives, and assigns, by acceptance of this Deed, acknowledges that this conveyance is subject in every respect to the Declaration, the Declaration Plans, By-Laws and all amendments thereto. The Grantee further acknowledges that each and every provision of the foregoing is essential to the best interest and for the benefit of all unit owners therein. Grantee and all owners of units in said Condominium covenant and agree, as a covenant running with the land , to abide by each and every provision of said documents. UNDER AND SUBJECT to easements, covenants, restrictions, reservations and rights-of-way of record. BEING the same premises which Patricia M. McGrade, Executrix of the Est.ate of Mildred J. Edge, by deed dated July 12, 1999 and recorded July 15, 1999 in the Cumberland County Recorder of Deeds Office in Deed Book 203, Page 961, granted and conveyed unto Pauline E. Zedaker, single woman. The said Pauline E. Zedaker died October 28, 2002. TOGETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of the said Pauline E. Zedaker at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD the said granted premises to the said party of: the second part, her heirs and assigns forever. AND the said parties of the first part, do covenant, promise, grant and agree, to and with the said party of the second part, her heirs and assigns, by these presents, that the said parties of: the first part, have not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said parties of the first part have hereunto set their hands and seals the day and year above writ- ten. Signed, Sealed and Delivered in the Presence of CA,",g. 0.. ~oR.r.-, OBERT M. ZED the Estate of (SEAL) E , Co-Executor of line E. Zedaker THLEEN L. BUC of the Estate of AL) , Co-Executor uline E. Zedaker tiav.eM..A-c.l J(. ~tL/ (SEAL) ADRIENNE L. NICHOLS, Co-Executor of the Estate of Pauline E. Zedaker COMMONWEALTH OF PENNSYLVANIA COUNTY OF etJMflE!l:LANlJ &<1 i:. s SS. , On this, the l'~ day of ~l~~ , 2003, before me, the undersigned officer, personally appeared ROBERT M. ZEDAKER, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that he executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. l~c_____RCA. ~ ~ Notary Public My Commission Expires: (SEAL) [.----...... ,,,,.p-'-'--...- Notarial Seal Carol A. Rahn, Nolary Public Sinking Spring BolO, Berks County My cOmmiss!on F.~r6S Feb. 16. 2004 MamhtJr. PCI1r.r.,,-rv?-i1;f,l ~f,<;()r.i(ltiOn()tNcrtailes COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the 3nl. day of Gpr;) , 2003, before me, the undersigned officer, personally appeared KATHLEEN L. BUCHANAN, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that she executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ----) , J:,,~)lJ1LC at. kt.Q&a/f'vO Notary Public My Commission Expires BONNlEL.:~~~t~ARYPU8llC SHIREMAHSTOWH SORG. CUMBERlAND CO. (SEAL) COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the-Hk- day of ApI; I , 2003, before me, the undersigned officer, personally appeared ADRIENNE L. NICHOLS, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that she executed the same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ":Bmf\tP d! U)\.QQ~[vn0 Notary Public My Commission (SEAL) Expires NOTARIAL SEAL \ BONNIE l. WILLIAMS. NOTARY PUBlIC . SHIREMANSTOWN BORl1. CUMBERLAND CD. MY COMMI SION PIRES APRil 18 2005 ; CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete post office address of the within named grantee is 2003 Attorney/Agent for Grantee COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND RECORDED on this day of 200_, in the Recorder's Office of the said County, in Deed Book , Page Given under my hand and the seal of the said office, the date above written. , Recorder. OMB NO 2502-0265 ~ A. U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.0FKA 2.JlFmHA 6. : SETTLEMENT STATEMENT 1344.1295 o. MUr< I """" IN"~SI: o. 3.~CONV. UNINS. 4.nVA I f. LUAN 5.0CONV.INS. C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked '1POCr were paid outside the closing; they are shown here for informational purooses and are not included in the totals. f.O 'aI9& (lUUKOAMY.03.PFD/1344.t295/42) D. NAM!: AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDEK: Amy H. Luukko. single woman Waypoint Bank 186 Beacon Drive Estate of Pauline E. Zedake' 101 S. George Street Harrisburg. PA 17112 clo James D. Bogar, Attorney at Law York, PA 17401 One West Main Street Shiremanstown, PA 17011 G. PROPERTY LOCATION: 540 Brighton Place, alkla Unit No. 540 Plan of Brighton Place, Upper Allen Township Cumberland County, Pennsylvania H. SETTLEMENT AGENT: South Central Agency, Inc. 23-2283826 I. SETTLEMENT DATE: April 7, 2003 PLACE OF SETTLEMENT One West Main Street Shiresmanstown, PA 17011 200.00 ,,~ 401. COntract sal~e 402. Personal I"roperty 403. 404. 405. 4lJI).~own I axes 4llf.COunty taxes ~h60rtaxes [4lJlI. , 41U. -.rff . I4'IT. 420. GROSS AMOUNT DUE TO SELLER 0110: . "u",,, u' 501. !:xcess l)eposlt (::;ee InstructionS) 1 502. set.ement cnarges to seller (Line 1400) '503. EXIS Ing 10an(S) taKen suoJect to I 504. F ayon or TlTSl Mortgage OO~ ayottor secona lVIongage 506. 50,. Deposit disb. as proceedS) I 508. Seller contribution 509. w,ooV.ou ,r<" lUl. <.;onrraCl "ales nce 1U2. I"arsonall"roperty 1U;$, :::iettlement l,;narges to Borrower-(L1ne 14UU} 104. 100. 127,000.00 5, v 106. <.;ity/i own I axes to 107. c;ounty taxes to lOB. ::;cnoollaxes to 10~. "0. ",. 112. 120. GROSS AMOUNT DUE FROM BORROWER .uu. ' UR 201. DepoSit or eames money 202. pnnClpal Amount at New Laan(s} 203. EXisting 10an(S) taKen suo)ect to 204. LenCler Creon 205. 206. .U/. ,ut). ~eller Contribution .U.. to to to 322.94 , 102.">0. 00 "'. 2,000.00 127.000.00 ! ! , ; I 1,4fU.UU , 2,000.00 2, I I 16.40 ustments or terns UnDBI . el 510. <.;itY7Town I axes to 511. c;ountv taxes \0 , fb.Uf 512. School 'axes to 513. Aoril CondomlOlum Dues \0 O4IU flU' , '''.4U 1514. , 1515. I 1516. I 1,17. , 1018: ! row. , 520. TOTAL REDUCTION AMOUNT DUE SELLER , ',."".4f nmn: ' ,,,,, : I 601. Gross Amount Due To Seller (Line 420) I 12/,'"2.''' 1 602. Less Reductions l)ue Selier (Line 520) ,( 0,,"",4/, 603. CASH ( X TO)( FROM) SELLER ! "'o.="~' us ments or terns n al e er 21 O. <.;ity/i own I axes to 21 ,. county taxes to 212. School taxes to 1213. April COnelomlmum Dues 0 1214. 1215. I"''': 1"1(. 1210. I"'~' 220. TOTAL PAID BY/FOR BORROWER ,'UU. <';A"MAI ""'~ 1301. GrOSSAmount~ 6orrower(Line 120) 1302. Less Amount paid syn"or ~orrower (t.-Ine 22U) 303. CASH ( X FROM) ( TO) BORROWER 15.07 1 , , , l;jl,1~l.4i : I 132,595.16 1\ 1;:l1,,{~1.47 I 803.09 L."I:II 700. TOTAL C;UMMI"SION Based on Price $ tal % PAID FROM PAID FROM Division of Commission fline 700) as Follows: BORROWER'S SEUER'S IU1., 10 FUNDS AT FUNDS AT IU~.' 10 SETTLEMENT SETTLEMENT IUd. '-'ommlsslon ~alo al "ememem 104. '0 800. II eM" , IN oan unglnculull reS 70 0 8U2. Loan Discount % to ou.:). I-\ppralSal res to Central ...enn "ppralsers DU'!-. unoerwn 109 rea to waypOlnl aan. 110.Ul OUO. uacumem I'" reparallon r ee to vvaYPoln1 aan. ,"v.v, DUO. I ax tiervlce I- ee to vvaYPOlnt ts8nK ".U' OU I. Appllcallon .. ee 10 vvaYPolm oan. OUO. 1"1000 '-'e"'ncallon 10 vvaypolm "an. '~.v, 18U~. 181U. 1811. 1900. ITEMS I ,"'AIIJ 901. Interest From 04/07/03 to 05/01/03 @ $ 20.280000/day ( 24 days 5.7500%) 486.72 I ~u~. Mongage Insurance rremlum or momns to I ~U;j. Hazara Insurance I-'remlum Tor 1.U years to I~04. I~U5. 1100U. 1001. Hazard Insurance months Cal ~ per month 11002. Mortgage Insurance montns @ ~ per montll l'UU3. Clty/TOwn Taxes montns ~ per monlr l'UU4. county taxes 4.UUU monthS ~ 24.27 per monUl Of.Ut l' 005. School taxes 12.UUU months ~ 111.'~ per monUl 1.410.U< I'uuo. monlnS . per manm 11U07. months ~ per momn 11 UUts. Aggregate AOJusbnent monms ~ per monm - 1100. IIILc' 1101. Settlement or Closing Fee to 1102. Abstracl or llIe "earc to 1103. Title Examination to 1104. Ime nsurance ~Inoer to 1105.. uocumen t t"reparall0n to 1106. Norary .. ees to 1107. Anomey stees to Mette, ~vans '" vvooosloe (~u'-'J (includes above item numbers: ) , 1 Ul:I. IlUe nsurance to ~ourn l,;entral Agency. mc. JO (includes above item numbers:' .11U,. 1104 '" 1108 ) 11U". Lenoers ,-,overage . l~/.UUU.UU 111 U. uwners ,-,overage . l~/,UUU.UU 1111. cnaorsemems .. to Mum ,-,entral Agency. ,nc. <yu.uu 1112. '-'losing >;ervlce ce"er to t Irsl American Ilue Insurance \,,;Umpany oo.uu 1113. 1200. 1201. Recording Fees: Deed $ 44.50; Mortgage $ 72.50; Releases $ 117.00 lLUL.I...IIYIl....oumy aX/:::Hamps: 8cu 1.~/U.UU; MOllgage 1.= 1203. ",ale aX/~tamps: ueeo 1.DU.UU; Mortgage 1,",'u.uu 1<04. 1 12UO. 11300. 1301. Survey to 1 13U2. pest Inspection to 1'~U3. 1'~04. avemlght Fee to Mette. Evans 1\ Wooosloe 10.0l 1'305. See addi!"1 also. exmoll to dll.4. 1'400. IVIAL "1:1 It:.nter on Lines lU". >:t8CtlOn oJ ana ou<c:. :Jectlon I\J O.D~." 1.2IU.UO Page 2 By signing page 1 of thiS statement, the signatories acknowledge receIpt of a completed copy of page 2 of thiS two page statement. Certified to be a true copy ,/1 . o t ntfa geney, Settlement Agent -~~~ ( 1344.1295/1344.1295/42) ADDITIONAL DISBURSEMENTS EXHIBIT' Borrower: Amy H. Luukko, single woman Seller: Estate of Pauline E. Zedaker Lender: Waypoint Bank Settlement Agent: South Central Agency, Inc. 717-232-5000 Place of Settlement: One West Main Street Shiresmanstown, PA 17011 Settlement Date: April 7, 2003 Property Location: 540 Brighton Place, a/kla Unit No. 540 Plan of Brighton Place, Upper Allen Township Cumberland County, Pennsylvania PAYEE/DESCRIPTION NOTE/REF NO BORROWER SELLER Marlin A. Yohn, Sr., Treasurer 2003 CountylTownShip Taxes Marlin A. Yohn, Sr., Treasurer Tax Certification Fee Brighton Place Condominium Association 1 st Month-Condominium Dues 285.41 42-24-0791-164 4.00 42-24-0791-167 82.00 540 Brighton Place Total Additional Disbursements shown on Line 1305 $ 371.41 $ 0.00 (LUUKO,AMY.03.PFD/1344.1295142) ACKNOWLEDGMENT OF RECEIPT OF SETTLEMENT STATEMENT I Borrower: Amy H. Luukko, single woman Seller: Estate of Pauline E. Zedaker Lender: Waypoint Bank Settlement Agent: South Central Agency, Inc. 717-232-5000 Place of Settlement: One West Main Street Shiresmanstown, PA 17011 Settlement Date: April 7, 2003 Property Location: 540 Brighton Place, a/k/a Unit No. 540 Plan of Brighton Place, Upper Allen Township Cumberland County, Pennsylvania I have carefully reviewed the HUD-1 Selllement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. I further certify that I have received a copy of the HUD-1 Selllement Statement. {)~/Lj7[2 Estate of Pauline E. Zedaker BY~AM~'d X ~JlluL1 fJJbv,111 Wt!aU- o et . edaker, Co- xecutor ' J BY: Orf.;1H_JIlld ~ I;I'/~l:vru Adrienne L. Nichols, Co-Executor BY~AJ Ot"~ ~ n~, ~~ kt- ~-j- a leen . uchanan, o-Exe'cutor J To the best of my knowledge, the HUD-1 Settlement Statement which I have prepared is a true and accurate account of the funds which were received and have been or will be disbursed by the undersigned as part of the settlement of this transaction. ~ - M S b-o' - Q.. Lr'... . 0 I-N"O \ C:t ~ ~>- South Central Agency, Inc. a . Selllement Agent WARNING: It is a crime to knowingly make false statements to the United States on this or any similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. REV-1503 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCET/t\)( RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Pauline E. Zedaker SS# 206-24-1021 10/28/2002 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 10 11 12 13 14 15 DESCRIPTION 2,186.989 shares Fidelity Investments - Sparton PA Municipal Income, CUSIP 316344209, Account No. 2AU-541664, date of death balance $23,794.44, accrued interest $79.91 2 58 shares Allstate Corporation - CUSIP #020002-10, Certificate Nos. AC249383 and FC389981 3 6.759 shares Allstate Corporation - CUSIP #020002-10-1, Dividend Reinvestment Shares 4 912.696 shares American Century - Account No. 031-000099977, date of death balance $11,792.03 5 283.48 shares American Century - Account No. 022-001666025, date of death balance $6,208.21 6 518.063 shares American Century - Account No. 039-000155665, date of death balance $3,046.21 7 14.7682 shares BankAmerica Corporation - CUSIP #011-750-60505010, Book Shares 8 10 shares Boyds Collection, Ltd. - CUSIP #103354-10, Certificate No. T0122 9 40 shares Corning Incorporated - CUSIP #219350-10, Certificate Nos. CB243560,CBll1830, CB200961, CB157268 149.037 shares Corning Incorporated - CUSIP #219350-10-5, Dividend Reinvestment Shares 10 shares CSX Corp - CUSIP #126408-10, Certificate Nos. CS664359, CS558224 65.997163 shares CSX Corp - CUSIP #126408-10-3, Dividend Reinvestment Shares 50 shares Disney Walt Company - CUSIP #254687-10, Certificate No. W018865373 7.212 shares Disney Walt Company - CUSIP #254687-10-6, Dividend Reinvestment Shares 90 shares Eastman Kodak Co - CUSIP #277461-10, Total of Continuation Schedu1e(s) UNIT VALUE 40.22 40.22 12.91999 21.89999 5.879999 69.50 6.85 2.02 2.02 27.50 27.50 17 .38 17.38 34.45 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. TOTAL (Also enter on line 2, Recapitulation) Form REV-1503 EX (Rev. 1~97) 93,020.80 21-02-1008 VALUE AT DATE OF DEATH 23,874.35 2,332.76 271.85 11,792.03 6,208.21 3,046.21 1,026.39 68.50 80.80 301.05 275.00 1,814.92 869.00 125.34 3,100.50 37,833.89 Estate of: Pauline E. Zedaker Sac Sec #: 206-24-1021 Date of Death: 10/28/2002 Item # Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death Certificate Nos. L801546, L202793, L641639, R0206670, NC753415, R0414758 16 56.301 shares Eastman Kodak Co - CUSIP #277461-10-9, Dividend Reinvestment Shares 34.45 1,939.57 17 26 shares Eastman Chemical Co - CUSIP #277432-10, Certificate Nos. EC084187 36.33 944.58 18 15.058 shares Eastman Chemical Co - CUSIP #277432-10-0, Dividend Reinvestment Shares 36.33 547.06 19 495.243 shares Fidelity Investments - Fidelity Asset Manager, Account No. 2AU-541664, CUSIP 316069103, date of death balance $6,824.45 13.78 6,824.45 20 13 shares Pitney Bowes Office Systems - CUSIP #45247T-10, Certificate No. PBO 3813 18.55 241. 15 33.94 950.32 33.94 4,952.08 25.65 282.15 25.65 711.71 24.11 5,516.42 21 28 shares Pitney-Bowes Inc - CUSIP #724479-10, Certificate Nos. PBU 348005, PBU 234290, PBU 217612 22 145.907 shares Pitney-Bowes Inc - CUSIP #724479-10-0, Dividend Reinvestment Shares 23 11 shares Sears Roebuck Co Certificate No. ZQP1388849 CUSIP #812387-10, 24 27.747 shares Sears Roebuck Co - CUSIP #812387-10-8, Dividend Reinvestment Shares 25 228.802 shares The Vanguard Group - Wellington Fund Inv., Directed Beneficiary Plan, Account No. 09905955060, date of death balance $4,516.42, accrued dividends $0.00 26 U.S. Series HH Savings Bonds - 8 - as per listing attached hereto and incorporated herein 10,750.00 27 U.S. Series I Savings Bonds - 8 - as per listing attached hereto and incorporated herein 4,174.40 37,833.89 , '\,i)~ ~.. . FjdeJityt~,- ,:) Investments" November 29, 2002 JAMES D BOGAR, ESQ ONE WEST MAIN ST SHIREMANSTOWN PA 17011 Dear Mr. Bogar: Thank you for your letter requesting information about Pauline Zedaker's Fidelity accounts. The tables below list the account information and market values as of October 28, 2002. Fidelity account 2AU-541664: PAULINE E ZEDAKER - INDIVIDUAL (Est. 10/12/2001) Security Description i CUSIP Quantity Unit Value Market Value i 10/28/2002 Fidelity Asset Mana.!?er , 316069103 495.243 $13,78 $6,824.45 Spartan P A Muni Income CD I 316344209 2,186.989 $10.88 $23,794.44 Total Value $30,618.89 CD Accrued but unpaid interest from 10/01/2002 to 10/28/2002: $79.91 Fidelity account 2AU-541672: PAULINE E ZEDAKER - TRADITIONAL IRA (Est. 10/121200 I) Security Description i CUSIP Quantity Unit Value Market Value i 10/28/2002 Fidelitv Asset Mana!!er 316069103 599.552 $13.78 $8,261.83 Total Value $8,261.83 I hope this information is helpful. For questions concerning account holdings or instructions on how to transfer the ownership of the accounts, please call one of the representatives at our Inheritor Services Group at 800-544-0003 between 9:00 A.M. and 7:00 P.M. Eastern time Monday through Friday or visit our website at www.fidelitv.com. Sincerely, ,1 ()JJ ~L Robert Hemple Account Re-Registration Services Our file: W013422-29NOV02 LEGG MASON Legg Mason Wood Walker, Incorporated 214 Senate Avenue, 7th Floor, P.O. Box 8853, Camp Hill, PA 1700/.8853 717.737.6500 800.433-8186 Fax: 717-737-0800 Member New York Srock Exchange, Inc/Member SIPC July 9, 2003 James D. Bogar, Attorney One West Main Street Shiremanstown, PA 17011 Re: The Estate of Pauline E. Zedaker Dear Mr. Bogar: As requested, please find enclosed the updated date of death values for the estate of Pauline E. Zedaker. The report includes both the physical certificates and dividend reinvestment plans. If you have any questions, please call me at 1-800-433-8186. Sincerely, rmer Service Representative Enclosure/ss Physical Certificates Company Allstate Corporation Carl No: AC249383 Cart No: FC3899B1 Boyds Collection, Ltd. Cert No: T0122 Corning Incorporated Carl No: CB243560 Cart No: CB111830 Carl No: CB200961 Cart No: CB157268 CSX Corporation Cerl No: CS664359 Cart No; C$558224 Eastman Chemical Company Carl No: EC084187 Eastman Kodak Company Carl No: LB01546 Cerl No: L202793 Cerl No: L641639 Cart No: R0206670 Cert No: NC753415 Carl No: RO 414758 The Estate of Pauline E. Zedaker Date of Death: October 28,2002 Updated July 9, 2003 Cusip 020002-10-1 Symbol ALL Quantity 58 103354-10-6 FOB 10 219350-10-5 GLW 40 126408-10-3 CSX 10 277432-10-0 EMN 26 277461-10-9 EK 90 Value a/a Total DOD Sales Price 10/28102 Value Per Share 40.22 2,332.76 37.78 6.85 2.02 27.5 36.33 68.50 80.80 275.00 944.58 34.45 3,100.50 Page 1013 Net Commission Proceeds 81.34 2,109.79 5.33 31.63 30.57 30.43 65.00 65.00 65.00 148.19 251.28 729.78 90.15 2,648.42 Page 2 01 3 Value ala Total DOD Sales Price Net Company Cusip Symbol Quantity 10/28/02 Value Per Share Commission Proceeds Pitney Bowes Inc. 724479-1 0-0 PBI 28 33.94 950.32 35.41 65.00 926.43 Cert No: PBU 348005 Cart No: PBU 234290 Carl No; PBU 217612 Pitney Bowes Office Systems 45247T-10-4 IGI 13 18.55 241.15 21.53 65.00 214.87 Cart No: PSD 3813 Sears, Roebuck, and Co. 812387-10-8 S 11 25.65 282.15 28.86 65.00 252.44 Cerl No: ZQP1388849 Walt Disney Corporation 254687-10-6 DIS 50 17.38 869.00 18.65 65.00 867.45 Cert No: W01886573 Total 9,144.76 8,148.65 Dividend Reinvestment Plans Page 3 of 3 Value ala Total DOD Sales Price Net Company Cusip Symbol Quantity 10/26/02 Value Per Share Commission Proceeds Allstate Corporation 020002-10-1 ALL 6.759 40.22 271.85 36.27 15.84 229.31 Bank of America Corporation 011-750- BAC 14.7682 69.5 1,026.39 74.40 16.81 753.00 * 60505010 Corning Incorporated 219350-1 0-5 GLW 149.037 2.02 301.05 6.46 10.43 952.35 CSX Corporation 126408-1 0-3 CSX 65.997163 27.5 1,814.92 31.50 19.90 2,059.01 Eastman Chemical Company 277432-10-0 EMN 15.058 36.33 547.06 32.71 16.51 476.04 Eastman Kodak Company 277461-10-9 EK 56.301 34.45 1,939.57 30.22 15.00 1,686.29 Pitney Bowes Inc. 724479-10-0 PBI 145.907 33.94 4,952.08 37.87 15.00 5,510.50 Sears, Roebuck, and Co. 812387-10-8 S 27.747 25.65 711.71 34.52 18.36 939.47 Walt Disney Corporation 254687-10-6 DIS 7.212 17.38 125.34 18.76 10.14 125.16 Total 11,689.98 12,731.13 Grand Totals 20,834.74 20,879.78 leal Certificate & Reinvestment Plans * $329.65 was withheld for taxes . . At'vIERlCAN CENTURY. Allh'r/Cilll Century In:'c'_-.;flllL'llt::; l', 1 .;:;,lX -fl'X:_OU \.11[ ,;~ (in,', .\10 (,";j''']'I-..520(l },~i,:iI- ).J-.')-..2!'::' j ,'.'. 3:',,-)_-)[-,1_);-") December 16, 2002 James D. Bogar One West Main Street Shiremanstown, PA 17011 Dear Mr. Bogar: I am writing in response to your correspondence received November 26, 2002. The values for Mrs. Zedaker's accounts on October 28, 2002, were as follows: Account 031-000099977 Account 022-001666025 Account 039-000155665 912.696 shares 283.480 shares 518.063 shares $11,792.03 $ 6,208.21 $ 3,046.21 Account 031-000099977 was established May 12, 1992, Account 022-001666025 was established September 8,1997, and Account 039-000155665 was established August 18, 1999. All three accounts were registered in Mrs. Zedaker's name alone. ,""" "'"e''''''''''''''' To redeem these accounts, please provide us with the following documentation: . Certification of the estate's employer identification number (not Mrs. Zedaker's Social Security number) and backup-withholding status. The enclosed IRS Form W-9 should be used to provide us with proper certification. If an employer identification number is not acquired for the estate, we will file all information returns (IRS 1099-B and 1099-DIV forms) under Mrs. Zedaker's name and Social Security number, If a taxpayer identification number for the estate is provided to us after redemption or reregistration of shares, we cannot change the information or the taxpayer identification number reported to the IRS. . Written instructions signed by all executors. The signatures on the request must be guaranteed by a commercial bank or member firm of a major stock exchangelThe signature on the request must be guaranteed by a commercial bank or member firm of a major stock exchange). Bogar December 16, 2002 Page 2 If you have any questions or if we can be of further assistance, please call our Investor Relations department at 1-800-345-2021 and refer to Document No. 00298489 or visit our Web site at www.americiJIlcentury.com . Sincerely, Jo An.r-... ~ 01.U r-... Jo Ann Brown Correspondence Representative Document No. 00298489-jnn Enclosure: IRS Form W-9 Business Reply Envelope niEVanguardroup. JAMES D BOGAR ATTORNEY AT LAW ONE WEST MAIN ST SHlREMANSTOWN, P A 17011 January 11, 2003 Wellington Fund lnv 09905955060 ESTATE OF PAULINE E ZEDAKER Dear Mr. Bogar: We received your request for information on the above-referenced account and have provided the information below. As of October 28, 2002, the number of shares, the price per share, the value of the account, and the accrued dividends (if applicable) were as follows: Wellington Fund lnv 228.802 $24.11 $5,516.42 Accrued Dividends N/A Fund Shares Price Value To transfer the account, we need each beneficiary of the decedent to complete an enclosed transfer form. This form will provide the new registration information and certify the Social Security numbers for each new account. This form will also let the beneficiaries choose options for their new accounts. Each beneficiary must sign their respective form in section three. If any beneficiary will be adding any additional tenant to their respective accounts, we will require their guaranteed signature on their form. All new account owners must sign their respective form in section nine. You can obtain a signature guarantee from an officer of a bank or trust company, or a member firm of a United States stock exchange. A notary public cannot provide a signature guarantee. In order for a signature guarantee to be valid, it must state the words "Signature Guaranteed", be signed by the guarantor, and indicate his or her position and title. It must also indicate the name ofthe institution issuing the guarantee. As mentioned in our previous correspondence, we will also need an original state inheritance tax waiver for the number of shares held in the account on the date of decedent's death. The waiver must list the Fund name and the number of shares. Post Office Box 2600, Valley Forge, Pennsylvania I94B2-26oo (610) 660-1000 . www.vanguard.com . . The agency to contact to obtain the waiver varies from state to state. Common names for this agency are the Department of Revenue, Comptroller of Public Accounts and State Tax Commissioner. If you are not sure where to obtain the waiver, you should contact the Registrar of Wills in your county. We will transfer the account when we receive the requested documentation. For your convenience, we have enclosed postage-paid envelopes. If you have any questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. A dedicated Transition Specialist will be pleased to assist you. Sincerely, Client Services Department srp Enclosure(s): 3-Vanguard Change-of-Ownership 3- Vanguard Return Envelope 50220522 N '- o - 0.> OJ) '" 0... ~~"' 1i; ::1:" ;;0< "\ I.. _: .. ...' ~ N o o ~ o ~ " - CO CI " = '" '" - ... " ..Q e = z .. 'C " [J'J = .51 - co = '5 a '" 0 Ii '" CI ..., :i'J 'C " IJ) [J'J "0 c: o c:c Q ~ - '" ~= ~~ =... - ..... C1- ...... ... " = = ..... ;>-.i ..... S~ ",'" ...... - '" ~= ~... =-.i -..... S~ '" ... 1:1= 'C ~ =-= S g. ",'" ...... 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Internet :,crVIC'" Current Holdi ngs Account Number: 2 206 241 021 010 Bond Serial Number Entered: M 06 534 323 HH Page 1 of 1 The information you see is only for the account on which the bond serial number entered appears. If all your bonds are not listed on this account, they may appear on a separate account because they have a different inscription. You must provide a bond serial number to view each separate account. IBond Serial NumberllIssue DatellDeferred Interestll Beneficiary 1M 06 534 316 HH 110198 11343.74 II 1M 06 534 317 HH 110198 11343.74 II 1M 06 534 318 HH 110198 11343.76 II 1M 06 534 319 HH 110198 11343.74 II 1M 06 534 320 HH 110198 11343.74 II 1M 06 534 321 HH 110198 11343.76 II 1M 06 534 322 HH 110198 11343.76 II 1M 06 534 323 HH 110198 11343.76 II Return /, \ Account Int,) Rdurn tn ,\l<'nu Updated September 17, 2001 https:/ /wwws3.publicdebt.treas.gov/cgi-binlcgiclnt.exeNDMVOGGK61B7UJS31HD5C... 11/19/2002 REV-150B EX t{1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Pauline E. Zedaker SS# 206-24-1021 10/28/2002 21-02-1008 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 AT&T Corporation - Refund VALUE AT DATE OF DEATH 10.68 10 11 12 2 Bon-Ton Department Store Refund 2.50 3 Bon-Ton Department Store Refund 21.61 4 Refund 9.58 Boscov's 5 Citibank 14.70 Refund 6 Erie Insurance Group - Policy #Q082501403, Refund of Overpayment 189.00 7 Hecht's - Refund 42.98 8 J. C. Penney - Refund 19.05 9 PNC Bank, N.A. Checking Account, Account No. 5140071284, date of death balance $9,954.76, accrued interest $2.05 9,956.81 PNC Bank, N.A. - Certificate of Deposit, Account No. 31600222730, date of death balance $6,982.64, accrued interest $7.88 6,990.52 PSECU - Regular Shares (Sl), date of death balance $1,324.99, accrued dividend $1.46 1,326.45 PSECU - Vacation Shares (S2), date of death balance $1,677.76, accrued dividend $1.85 1,679.61 13 PSECU - Christmas Shares (S3), date of death balance $354.00, accrued dividend $.39 354.39 14 PSECU - Certificate of Deposit (S50), date of death balance $8,266.36, accrued dividend $42.93 8,309.29 15 PSECU - Certificate of Deposit (S51), date of death balance $2,864.82, accrued dividend $14.88 2,879.70 16 PSECU - Certificate of Deposit (S52), date of death balance $5,779.80, accrued dividend $14.54 5,794.34 17 United Water-Pennsylvania Refund 24.68 18 Verizon - Refund 1.58 19 Waste Management, Inc. - Refund 31. 51 Total of Continuation Schedu1e(s) 13,812.44 TOTAL (Also enter on line 5, Recapitulation) $ 51,471.42 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97) Estate of: Pauline E. Zedaker Soc Sec #: 206-24-1021 Date of Death: 10/28/2002 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item # Description Value at Date of Death 20 Waypoint Bank - Certificate of Deposit, Account No. 565302898, date of death balance $9,039.31, accrued interest $154.13 9,193.44 21 Buick Regai 1996, VIN 2G4WB52KIT1480862 2,500.00 22 Contents of home and personal property - -as per attached appraisal 2,119.00 13,812.44 o PNCBAN< December 18, 2002 James D. Bogar One West Main Street Shiremanstown,PA 17011 RE: Estate of Pauline E. Zedaker, deceased SSN: 206-24-1021 DOD: 10/28/2002 Dear Mr. Bogar: ht response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account # 31600222730 Established 02117/2000 - PAULINE E ZEDAKER DOD balance: $6,982.64 + $7.88 accrued interest CheddDg Ac<:ount Account #5140071284 Established 03/01/1968 I- PAULINE EZEDAKER DOD balance: $9,954.76 + $2.05 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process llIIY financial transactions or provide statements. If you need assistance with any of these items, please calI 1-888-PNC-BANK (\-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, @i01}k& uJ~ Rachelle Wells 1-800-762-1775 P7.PFSC-04-F 500 Ii..l Ave. PiUSburgh PA 15219 Member FOlC TOTAL P.01 PSE(~ the financial link TM November 22, 2002 Account # 0206241021 JAMES 0 BOGAR ONE WEST MAIN ST SHlREMANSTOWN, PA 17011 Dear MR BOGAR: The following is the status of PAULINE E ZEDAKER's account with PSECU as of the date of death. Joint Owner's Name Date Established Date of Death Date of Birth NONE 11.18.1983 10.28.2002 08.15.1932 Share(s) Regular Shares (S 1) Vacation Shares (S2) Christmas Shares (S3) Checking Shares (S4) , 36 Month Certificate-1 (S50) 24 Month Cettificate-2 (S51) 24 Month Certificate (S52) Balance $1,324.99 1,677.76 354.00 0.00 8,266.36 2,864.82 5,779.80 Accrued Dividend $ 1.46 1.85 0.39 0.00 42.93 14.88 14.54 Loan(s) Personal Service Loan (Ll) VISA (L9) Balance $ 0.00 0.00 Accrued Interest $ 0.00 0.00 The dividend earned from January I, 2002 through the date of death was $990.81. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll- free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, 1w:i+r- Meacie Fairfax Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Unton Place, Harrisburg, PA 17110-2990 ~ (717) 234-8484. (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106.7013. (717) 777-2100 (TOD). (800) 472-1967 (TDO) Web Address: www.psecu.com Savings federally Insured up to $100,000 by the National Credit Union Administration. "lWay~ql~lt LOOK FOR US. WE"LL GET YOU THERE. 1111812002 JAMES BOGAR ONE WEST MAIN ST SHIRESMANTOWNPA 17011 The information which you requested on the account(s) ofPAULINE ZEDAKER (Social Security Number 206-24-1021) is/are as follows: 565302898 CERTIFICATE 01114/97 9039.31 154.13 9193.44 J Account Number Class of Account Date Opened Principal BaJaoce Accrued Interest Balance at Date of Death AccollIlt Ownership SOLE Name of Joiot Owner, if any Date Ownership Was Established 123002814 IRA 01/30/84 13163.44 100.52 13263.96 SOLE Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of joint Owner, if any Date Ownership Was Established Additional Infonnation Requested ~re1Y'Lh1 KA~fJoUNif SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PeNNSYUlANIA 17105-1711 Toll Free 1-866-WAVPOINT (1-866-929-7646) .IN YORK AREA 717/815-4500' www.waypointbank.com v bI}.[!J~~ FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE I MECHANICSBURG, PA 17050. TEL. 717-766-8422 I Z -23 '02.. OWNER OF VEHICLE: Pu,--, (/.IIe. ~ ze-tLkU VEHICLE IDENTIFICATION NO. : l64W \')5 Z K /'j (4-Sof3GL YEAR/MAKE/MODEL: 9b i1iC k Re~,-,(J (L")~'" ~ J FAIR MARKET VALUE AS OF (Oci-. :2 8,200'2.-- ): $ 2500. - COMMENTS: ABOVE INFORMATION PROVIDED BY: ~ ~i~ Vf (Title) To: James D. Bogar, Attorney One West Main SI. Shiremanstown, PA 17011 From: William G. Rowe, Appraiser 211 Old Stone House Rd. Carlisle, PA 17013 Re: Personal Property Appraisal Pauline Zedaker Estate 540 Brighton Place Mechanicsburg, PA 17055 Date: December 24, 2002 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 FOYER Stand Umbrella holder LIVING ROOM Magazine rack Floor lamp Recliner Pair end stands Pair lamps Knick knacks Barrel back chair Upholstered chair (old) Foot stool Small sofa (old) Music center/records TV. VCR Lamp Mirror 400-day clock DINING ROOM Dining room set - 8 pc. Glassware Glass bowls Stemware Relish dishes (2) Set dishes - China Pearl Glass trays Kerosene lamp Sconces Antique mirror Vases Pitcher Zedaker Appraisal $15.00 $5.00 $10.00 $10.00 $30.00 $25.00 $10.00 $10.00 $15.00 $10.00 $8. 00 $10.00 $60.00 $35.00 $20.00 $8.00 $10.00 $12.00 $425.00 $7.00 $10.00 $8.00 $10.00 $25.00 $12.00 $20.00 $8.00 $30.00 $11.00 $10.00 1 12/24/2002 KITCHEN Refrigerator Small appliances Dishes. everyday Flatware/utensils Cookware Mixing bowls Canister set Misc. household $95.00 $14.00 $7.00 $10.00 $12.00 $15.00 $5.00 $9.00 LAUNDRY ROOM Washer/dryer Electric broom Housewares $165.00 $3.00 $4.00 GARAGE Rack Directo~s chairs Garden tools lawn chairs Misc. household items ladder Shovel Saw Hose leaf rack Tool boxitools $3.00 $10.00 $1.00 $4.00 $10.00 $8.00 $2.00 $2.00 $1.00 $2.00 $12.00 OFFICE Desk/chair lamp Wing chair 3 drawer stand lamp Print $45.00 $8.00 $35.00 $40.00 $3.00 $8.00 BEDROOM Bedroom set. 4 pc. TV. . old model Desk/chair Martha Washington upholstered chair Painted stand Rack lamps Towelsllinensibedding Sweeper Ironing boardflron $200.00 $15.00 $18.00 $25.00 $10.00 $1.00 $10.00 $30.00 $10.00 $3.00 STORAGE Card tables Rack 4 chairs Christmas items luggage Poker table Walker/potty/cane Housewares $10.00 $2.00 $15.00 $10.00 $7.00 $15.00 $12.00 $10.00 Zedaker Appraisal 2 12/2412002 LOFT Cabinet Pair uphoislered chairs Floor lamp Boom box Magazine rack Old school desk T able/4 chairs File cabinet Bedding/closet $15.00 $25.00 $4.00 $10.00 $5.00 $40.00 $20.00 $3.00 $15.00 BEDROOM Bedroom set - 3 pc. Desk/chair Desk items Bookcase Books Sewing machine Chair Lamps Housewares $100.00 $12.00 $4.00 $25.00 $5.00 $6.00 $5.00 $2.00 $8.00 TOTAL $2,119.00 ~. --,L William G. Rowe Zedaker Appraisal 3 12/24/2002 REV-1510 EX + (1-97) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Zedaker 10/28/2002 SStl 206-24-1021 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. ITEM NUMBER 1 DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND THE DA1"E OF TRANSFER. ATTACH ACOPYOF THE DEED FOR REAL ESTATE. 599.552 shares Fidelity Investments - Fidelity Asset Manager,Traditional IRA, Account No. 2AU-541672, CUSIP 316069103, date of death balance $8,261.83, accrued interest $0.00 Oft,OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) DATE OF DEATH VALUE OF ASSET 8,261.83 2 First Union National Bank - IRA, Account Nos. 257410067324553, 257410067324561, 257410067324588, 257410097324537, 25741009724545, 257410098534187, date of death balance of all individual accounts $17,073.02, accrued interest $0.00 17,073.02 3 MetLife Investors - Annuity, Policy No. A2047014 4,456.94 4 Waypoint Bank - IRA, Account No. 123002814, date of death balance $13163.44, accrued interest $100.52 13 ,263.96 TOTAL (Also enter on line 7, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Copyright (el 1996 form software only CPSystems, Inc. FILE NUMBER 21-02-1008 TAXABLE VALUE 8,261.83 17,073.02 4,456.94 13,263.96 43,055.75 Form REV-1510 EX (Rev. 1-97) ~~~ J/,:~ Fidelity t;r -:) Investments' November 29, 2002 JAMES D BOGAR, ESQ ONE WEST MAIN ST SHIREMANSTOWN P A 17011 Dear Mr. Bogar: Thank you for your letter requesting information about Pauline Zedaker's Fidelity accounts. The tables below list the account information and market values as of October 28, 2002. Fidelity account 2AU-541664: PAULINE E ZEDAKER - INDIVIDUAL (Est. 10/1212001) Security Description CUSIP Quantity Unit Value Market Value I 1012812002 Fidelitv Asset Mana.ger 316069103 495.243 $13.78 $6,824.45 Spartan PA Muni Income CD I 316344209 2,186.989 $10.88 $23,794.44 Total Value $30,618.89 CD Accrued but unpaid interest from 10/01/2002 to 10/28/2002: $79.91 Fidelity account 2A U-541672: PAULINE E ZEDAKER - TRADITIONAL IRA (Est. 10/121200 I) Security Description i CUSIP Quantity Unit Value Market Value I 10/2812002 Fidelitv Asset Manager i 316069103 599.552 $13.78 $8,261.83 Total Value $8,261.83 I hope this information is helpful. For questions concerning account holdings or instructions on how to transfer the ownership of the accounts, please call one of the representatives at our Inheritor Services Group at 800-544-0003 between 9:00 A.M. and 7:00 P.M. Eastern time Monday through Friday or visit our website at www.fidelitv.com. Sincerely, ~ (lsJJ ~L Robert Hemple Account Re-Registration Services Our file: W013422-29NOV02 ~.~ .", .' . :",' N Retirement Statement 10/28/2002 thru 10/28/2002 1 075 2 001 XXXXX1021 XXXXXX1021 1",111,,,111,,,,1,1,,1,1,,,1,11 PAULINE E ZEDAKER 540 BRIGHTON PLACE MECHANICSBURG PA 17055 ... For Customer Service Call: (800) 669-2136 Orwritato: FIRST UNION NATIONAL BANK 401 SOUTH TRYON STREET CHARLOTTE, NC 28288-1164 ~-- -- Plan Overview - IRA Retirement Plan 10: lOOO<XX1021 Taxpayer 10: XXX-XX-1021 Participant's date of birth: 08115/1932 Bank Tax 10: 561354525 Asset & Earnings Summary Market Market Earnings paid"' Earnings paid* Percent Type of asset value 10/28/2002 value 10/28/2002 of assets this period this year Time Deposits $ 17,073.02 $ 17,073.02 100.00% $ 551.22 Brokerage Account Stocks Bonds Mutual Funds Total $ 17,073.02 $ 17,073.02 100.00% $0.00 $ 551.22 "Earnings Bre shown to help track how your IRA is performing. You are not required to report these 8S taxable earnings on your tax return. Tax Information: Contributions & Distributions Contributions For tax year 2001 For tax year 2002 Rollover Deposits $ 0.00 $ 0.00 $ 0.00 2002 Distributions Amount (gross) Federal tax withheld Net amount $ 0.00 $0,00 $ 0.00 NEED A COpy OF yOUR LAST STATEMENT? .-. FIRST UNION NATIONAL BANK page 1 of 4 F~N' Retirement Statement 10/28/2002 thru 10/28/2002 4 015 2 oat XXXXX1021 XXXXXX1021 PAULINE E ZEDAKER Taxpayer ID: XXX-XX-l021 Time Deposits continued. Account Number: 257410098534187 Date Description 1 0/28/2002 Opening Balance 10/2812002 Closing Balance Add Subtract Balanrre $ 7,675.29 $ 7,675.29 rffb FIRST UNION NATIONAL BANK page 4 of 4 f~N' Retirement Statement 3 075 10/28/2002 thru 10/28/2002 2 001 XXXXX1021 XXXXXX1021 PAULINE E ZEDAKER Taxpayer 10: XXX-XX-1021 Time Deposits These deposits are FDIC Insured up to $100,000 per depositor. Ask us about our added coverage IRAs for additional Insurance coverage. SUMMARY Account number Certiffcate type 24-36 MO FIX 24-35 MO FIX 24-35 MO FIX 50 MO AND UP 50 MO AND UP 50 MO AND UP Market Maturity Interest Interest paid Interest paid value 10/28/2002 date rate this statement period this year $ 980.43 1/28'2005 2.520% $ 27.30 897.04 1011412004 1.980% 27.80 1.913.06 3/27/2004 2.910% 46.70 992.78 1/10/2003 4.880% 35.58 4,614.42 12/22/2003 4.880% 165.38 7,675.29 1/14/2005 4.400% 246.46 $ 17,073.02 $ 0.00 $ 551.22 257410067324553 257410067324561 257410067324588 257410097324537 257410097324545 257410098534187 Total ACTIVITY Account Number: 257410067324553 Date Description Add Subtract Balance 1 0/2812002 Opening Balance 10/2812002 Closing Balance $ 980.43 $ 980.43 Account Number: 257410067324561 Date Description 1 012812002 Opening Balance 10/2812002 Closing Balance Add Subtract Balance $ 897.04 $ 897.04 Account Number: 257410067324588 Date 1 0/2812002 10/28/2002 Description Opening Balance Closing Balance Add Subtract Balance $ 1,913.06 $1,913.06 Account Number: 257410097324537 Date Description Add Subtract Balance $ 992.78 $ 992.78 10/2812002 Opening Balance 10/2812002 Closing Balance Account Number: 257410097324545 Date Description Add Subtract Balance $ 4,614.42 $ 4.614.42 10/2812002 Opening Balance 1 0/2812002 Closing Balance Time Deposits continued on next page. .~ FIRST UNION NATIONAL BANK page 3 of 4 MetLifelnvestorf December 10, 2002 Mr. James D. Bogar Attorney At Law One West Main Street Shiremanstown, PA 17011 Claimant: RE: Policy Number: Owner/Annuitant: Beneficiary(ies ): Kathie L. Buchanan Metlife Investors Usa Insurance Company A2047014 Pauline E. Zedaker Kathie L. Buchanan Robert M. Zedaker . Adrienne L. Nichols Dear Mr. Bogar: We are sorry to learn of the death of Pauline E. Zedaker. The following information will be helpful in settling the claim on this annuity policy. The value of the account as of the date of death is $4,456.94. The policy was opened 11/07/1997 with an initial premium of $4,055.46 and was invested in variable funds subject to the stock market. Pauline E. Zedaker was the owner and annuitant of this policy. In accordance with the policy's death benefits, the beneficiary(ies) may choose one of the following options to settle the funds still accumulating: 1. Request that income begin immediately from any of the annuity income options described on the enclosed list. This choice maximizes the benefits of the policy since 100% of the annuity value is applied to produce periodic annuity income. The guaranteed period of any option selected cannot exceed the beneficiary's anticipated life expectancy. Proof of birth is required if a life option is chosen. Benefit payments must start within one year from the date of death. 2. Request a lump sum payment of the cash surrender value. This value is paid in one lump sum; it would include all applicable surrender fees. This payout must be made within 5 years from the date of the participant's death. Since this account was purchased with qualified (before tax) funds, we would suggest that the benefiCiary take an annuity payout in order to spread the tax liability over the payout period. Because the policy is a legal document, certain forms need to be completed and returned before settlement of the claim can be processed. Listed below are the requirements to settle this claim. Address replies to: P.O. Box 14593 Des Moines, IA 50306-3593 DC358 ,Page 2 December 10, 2002 Pauline E. Zedaker 1. A certified copy of the death certificate. 2. The original policy must be returned for lump sum settlement. If it cannot be located, section G on the claim form must be completed, signed and witnessed. 3. The Policy Claims Settlement Form. Please complete section A. A settlement option must be selected as well as an election regarding Federal Income Tax withholding. Please note that section F does not apply to the settlement of this claim. If you have any questions, please call me toll-free at 800-284-4536 extension 4279. Sincerely, Norene Bradsell Claims Representative / ~lWaYRqi!lKt LOOK FOR US. WE'LL GET YOU THERE. 11/18/2002 JAMES BOGAR ONE WEST MAIN ST SHIRESMANTOWN PA 17011 The information which you requested on the account(s) of PAULINE ZEDAKER (Social Security Number 206-24-1021) is/are as fonows: 565302898 CERTIFICATE 01/14/97 9039.31 154.13 9193.44 J Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership SOLE Name of Joint Owner, ifany Date Ownership Was Established 123002814 IRA 01/30/84 13163.44 100.52 13263.96 SOLE Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Infonnation Requested ~relY,Lkz. KAft1I (joUNif SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PeNNSYlVANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . IN YORK AREA 717/BI5-4500 . www.waypointbank.com AEV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Pauline E. Zedaker SSfl 206-24-1021 10/28/2002 FILE NUMBER 21-02-1008 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES, 1 Blooms - Funeral Flowers B. 1. AMOUNT 206.70 2 Camp Hill United Methodist Church - Funeral Luncheon 600.00 3 Parthemore Funeral Home ~ Funeral and Internment 3,784.37 ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State ZIp Year(s) Commission Paid: 2. 3. Attorney's Fees James D. Bogar Esquire Family Exemption: (If decedent's address \s not the same as claimant's, attach explanation) Claimant Street Address 10,850.00 City Relationship of Claimant to Decedent State ZIp 4. Probate Fees Register of Wills 348.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 200.00 7. 1 Other Administrative Costs Agway - Bill-Final 69.58 2 Amy H. Luukko - Seller Contribution to Real Estate Purchase-per settlement statement 2,000.00 3 AT&T - Telephone Bill-final 58.47 4 Brighton Place Condominium Association - Condominium Dues prorated - per settlement statement 16.40 5 Brighton Place Condominium Association - Association Dues-final 340.30 Total of Continuation Schedule(s) 4,817.16 TOTAL (Also enter on line 9, Recapitulation) $ 23,290.98 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Pauline E. Zedaker Soc Sec #: 206-24-1021 Date of Death: 10/28/2002 Item # Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 6 Comcast Cable - Bill-Final 146.41 7 Division of Vital Records - Death Certificates 30.00 8 Duty's Lock & Key - Locksmith Services 67.86 9 Erie Insurance - Homeowner's Insurance 189.00 10 Forrester & Co. Real Estate - Real Estate Appraisal 275.00 11 Kathleen L. Buchanan - Reimbursement for Carpet Cleaning and Cleaning of Real Estate prior to sale 175.00 12 Linden Hall Antiques - Personal Property Appraisal 85.00 13 Marlin A. Yohn - 2003 County/Township Real Estate Taxes prorated-per settlement statement 75.07 14 PP&L - Electric Bill-Final 858.41 15 PSERS - Reimbursement for Overpayment 60.49 16 Recorder of Deeds - Realty Transfer Tax - paid on settlement statement 1,270.00 17 Register of Wills - Short Certifications 69.00 18 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns 950.00 19 Rhoads Property Management - Resale Certificate 50.00 20 Richard N. Nichols - Storage Boxes 22.26 21 u.S. Postal Service - Certified Mail 4.65 22 United Water-Pennsylvania - Water Bill-Final 76.46 23 United Parcel Service - Overnight Mailings 42.70 24 Upper Allen Township - Sewer Bill-Final 207.63 Estate of: Pauline E. Zedaker Soc Sec #: 206-24-1021 Date of Death: 10/28/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item # Description Amount 25 Verizon - Telephone Bill-Final 126.83 26 Waste Management, Inc. - Trash Bill-Final 35.39 4,817.16 REV-1S12 EX + (1,97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline E. Zedaker SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSj/ 206-24-1021 10/28/2002 FILE NUMBER 21-02-1008 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Messiah Village - Bill-Final AMOUNT 962.00 2 West Shore EMS - Ambulance Service 158.80 TOTAL (Also enter on line 10, Recap"ulation) S 1,120.80 (If more space is needed, insert additional sheets of the same sjze) Copyright (cl 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV- 1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHER1TANCETIV< RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Pauline E. Zedaker SSif 206-24-1021 10/28/2002 FILE NUMBER 21-02-1008 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal dIstributions, and transfers under Sec. 91 16\aX1.2.)] Kathleen L. Buchanan 1609 Cressman Circle Mechanicsburg, PA 17055 Daughter Rest, residue and remainder NUMBER I. 2 Adrienne L. Nichols 201 Harris Street Harrisburg, PA 17102 Daughter Rest, residue and remainder 3 Robert M. Zedaker 4665 Pheasant Run North Reading, PA 19606 Son Rest, residue and remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELeCTION TO TAX IS NOT BEING MADE B. CHARITABLe AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- eNTER TOTAL NON-TAXABLe DISTRIBUTIONS ON LINE 13 OF REV 1500 COVeR SHeeT $ (If more space is needed. insert additional sheets of the same size) Copyrlght(c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT OF PAULINE E. ZEDAKER I."j ~ "', \ I, PAULINE E. ZEDAKER, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I bequeath such of my tangible personal prop- erty as is set forth in a separate dated and signed Memorandum, which dated and signed Memorandum shall be placed with or at- tached to this, my Last Will and Testament, to the individuals designated therein. It is my intent that the last dated and signed Memorandum shall control. If there is no Memorandum, it is my intent that all of my tangible personal property shall be and become a part of my residuary estate. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, ROBERT M. ZEDAKER, KATHLEEN L. BUCHANAN, ADRIENNE L. NICHOLS, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. THIRD: Should any of my grandchildren not have attained the age of twenty-three (23) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time , '\.... J "'t , " -' , ' . .J \,.~ ';; '~ ~ " , -, , '.\.) -;. ~ . . '. J to time such portion of income and principal for the said grand- child's post-high school education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-three (23) years. In the event any of my grandchildren die prior to the termination of the Trust established herein for their benefit, the interest of my grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's brothers and sisters or the separate trusts established hereunder for their benefit and, in the absence of any brothers and sisters, to my other grandchil- dren in equal shares. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. 2 (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the ,J Federal and other tax laws, including, but not necessarily being '\( limited to, personal income, gift and estate or inheritance tax "',~ ^ ' "', laws. " "/ .J (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint ADRIENNE L. NICHOLS, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatso- 3 ever of the said ADRIENNE L. NICHOLS, I nominate and appoint, KATHLEEN L. BUCHANAN, as Trustee of the hereinabove described trusts. In the further event of the death, resignation or inability to serve for any reason whatsoever of the said ADRIENNE L. NICHOLS and KATHLEEN L. BUCHANAN, I nominate and appoint, ROBERT M. ZEDAKER, as Trustee of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. EIGHTH: I nominate and appoint my children, ROBERT M. ZEDAKER, KATHLEEN L. BUCHANAN and ADRIENNE L. NICHOLS, Co-Execu- tors of this, my Last Will and Testament. I direct that my Co- Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this '-++"-day of 11,ly~tL , 2002. ~ /<'~('''i' e 1c///~~- PAULINE E. ZEDAKER (SEAL) 4 Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. g/J3 II J I sf !b III JILt!, It Address i70ft 1J!(bZV: . Jhp)f~ /J4hJ q;). jL/ p>1t. ('4!'1'! Address //,; /p+ f7uf! , ~w;j~/~ /~ oj lotS 5 MEMORANDUM In accordance with the provisions of Clause FIRST of my Last Will and Testament, dated 117~~/~ /~ ,2002, I direct that the following described personal property be given outright to those individuals so designated: ~~ \r-'t-t'"'-/ \ J. '-- , 1 , l' , r ,_,IV'\...- __L"-- "-"--~ /--- Ie. I . .L2,~ I IV>'!' ~. I '-''='.:blic , ':~OUniy ! >:, :::003 ".,~.- '.::wt::s Date: QllY I DJ ~ Ir-:r, ~tL.J cr' -~k~.dfit- (SEAL) PAULINE E_ ZEDAKE~ \ ~~- /DO - / COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX ~FP (01-03) DATE 09-01-2003 ESTATE OF ZEDAKER PAULINE E DATE OF DEATH 10-28-2002 FILE NUMBER 21 02-1008 ,, , -- :`:.COUNTY CUMBERLAND JAMES D BOGAR ESQ ACN 101 1 W MAIN ST Amount Remitted SHIREMANSTOWN PA 17011 MAKE CHECK PAYABLE AND. REMIT 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 (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ZEDAKER PAULINE E FILE NO. 21 02-1008 ACN 101 DATE 09-01-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN SASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) 127, 000.00 NOTE: To insure proper (2) 93, 020.80 credit to your account, (3) .0 0 submit the upper portion (4) .00 of this fora with your (5J 51, 471 .42 tax payment. t6) .00 (7) 43, 055.75 ($) 314, 547.97 APPROVED DEDUCTIONS AND EXEMPTIONS: 23,290.98 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,120.80 11. Total Deductions (11) 24.411.78 12. Net Value of Tax Return (12) 290,136.19 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 290,136 .19 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 290,136.19 X 045 = 13, 056.13 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 19. Principal Tax Due (19)= 13, 056.13 Tnv ro enrTe. _ _ _-- -_--- - _ _ - DATE NUMBER + INTEREST/PEN PAID (-l AMOUNT PAID 01-22-2003 CD002070 618.75 11,756.25 07-18-2003 CD002819 .00 681.13 TOTAL TAX CREDIT 13,056.13 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 S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V GDS STATUS REPORT UNDER RULE 6.12 Name of Decedent: Pauline E. Zedaker Date of Death: October 28, 2002 Wil l No . 21-02-1008 Admin . No . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX 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: N/A c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 12/17/03 Si nature James D. ar, Esquire Name Please type or print) One est Main t. Shiremanstown, PA 17011 Address (717 ) 737-8761 Tel. No. Capacity: Personal Representative (MAH:rmf/AM3) x Counsel for personal representative