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HomeMy WebLinkAbout01-0672 P~llllON FOR PROBATE and G1U.l.'f1' OF LETI'ERS Estalll o/~VELYAJ $. Ct.AS5 No. ~/-O' - "..t. tdso brown as oil To: ~Cf 01 WiDs tor cbe d r Decm.wd.. County ot Cv lII\ b e'f"- J A ~ in the Socitz/ Scauity No.. dD 7 - Dcr - 13S' ~ Commonwealth of PamsyMnia The petition or the undcnicued r~uJ1y reprcsc:nts that: Your pctitioner(s), who "are 18 years oC ale or older aD the cxec:utOI"..s aamed in the last will oCthe above decedent. dated 'J)€(€MC3El{ . ~/.5t 199'-:< 119_ and codiciI(s) dated NO C 01>r Crt... 5 . f;Iwc relcYmt ~ La. fmt1a..;........ dc:u!l of execmar. eIl:.) Oecendent was domiciled at d~ in Co,,) "" bE:V"\~Y\d c,unty, Penmyl'laDia, with II e -r . last family or principal residenc: at (Ilsc street. aumber wi =zx::ipdtr) Decendent. then 8 ~ years of age, died r-1 A Y ii 00 l at M 0 CZ . G ~ f1 f . v M - ,j (J:) \J CArotP HIl.L "~ft~G+-l) Exc...-pt as fonows, deCedent did Dot marr,t'. was not divoro:d and did not have a child born or adopted after execution of the will offered for probate; was !lot the victim of a killini and was ncver adjudiC3tCd incompetent: Decendent at death owtied property with estimated values as fonows: (If domiciled in Pa.) All personal property (If not domiciled bt Pa.) Personal property in Pen.o.sytvania (If not domiciled in Pa.) Personal property in County Value of real estate in P~lyania situated as fonows: tV'O f'-Cf't1- E :>mrr;: S 12:),O[){), S S S ,..- . WHEREFORE, pctitioner(s) respectfully reqiJCSt(~rthi:""probate'-or thc'"last""WiIt" "mid'"'Codi'cl(s):-" :":'",-" ~. '. presented herewith and the grant otletters nSTftIV/EAlTAI{Y (t"'lt-"Y"''''ry; .d"';";~QIl Cot.a.; IdmiDisauio1a d.b.lLCoLJ..) theroo. i- It 11-:: .- -:l 1'0 1 en .,. (ll~t (OW-pAY! '/ ~.(?~ Y\Y\~Y lVAiVrA) "Ut ?t.- ~. ~ \I f....!> t TI",,~-t (0 Wlf>AVT'f of '?eY\\I'd.l/lvAWII4),.fA ~(' JO.XP~ po. M4<.~ VI'-€" PItF~::ct>eN-r-+, S l.t:C~ \ . '":l: mvST 0 PL<..e1l. To 1>1> &f- T <:.D ;:: K.,AN I< L L A.SS j"~ c,.. L. Fn..ANI< Co LAS.S --rTT: OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } as COUNTY OF C.vM5E~LAND The pet.itioner(s) above-named swear(s) or aIfum(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will wen and truly administer the ~e accor~ to law.c Ail6 """".1f (oJ ""~A",,'1. O~ t>-e>,\(\~IVA.vI"', /VA ';>I1CC.~t).., -I /. vI'€' l'Ii'''-S ~-,...,.. Sworn to or afilnI1ed and sub~--n"b<:d i' tA. ~ "$r 0 F ~ 1.AI'~""T Co before me this 25th day of ~ . June ~2001 ~ ~C4~/) - ~ -- " \. t:' ~o. 21-01-672 Estate of !;;\fG.'L YIJ S. CLASS . Decessed . . DECREE OF PROBATE AND GRANT OF LETrERS I AND NOW - Jul v -1 R ~ 0 0 ( . ID considcra!ion ot the petition OIl tho reve:De side hcn:ol. sadsta=i7 proof buiq bee ~ Wore me, . rr IS DECREED that the iDsUumcm(s) da;1!J/J be-c.€M5EI( .3 {. 1~'fA. dacribed ~ be admitted to probe and liJcd ot record as the last will or IE VEL Y tJ S. C L ,q..::...s IDd IAters 77:ST/..l McNT1+ R'I Ire hereby sranted to AIf.f;",s-f -r1"\JsT .(' 01l'lfAny t'}.f' ~YlI1.s~,( \IAN/A, N Pr.) 'S1lC.C.-#>5DI" +0 "b1>f*Tt' C.PR-ANK C LAS.S. J~ ~ C. FR.A,.Jl<. GL-4S5;:IIL 017 Q.. =,,~..h ~.\ FEES Probate, Letters, Etc. ......... $ 235.00 Short Certific;ate:s(S) ... ....... S 15.00 ~ ..~Qp.r.R~... .. .. $ 4.00 x-pages S 9.00 JCP TOTAL _I 5.00 filed 4 .~Xl.~ c f9.QJ.. . ......... ??~: 9.~." An'ODlE'! (Sap._~ Y?. No.) /300 LXIV 6-L€"..S77>t.VN R'J:> H&G- 1'4 17/10 , ADDRESS _ ( "'t I '9 Z ~ ~ - 2.00t) PHONE - ""' ~ . I (\ ..... \ .A.. . J.l.....Lu. {) M . .). fl (\ N ~_ ....., WARNING: IT IS ILLEGAL TO ALTER THIS COpy OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEAl.TH OF PENNSYLVANIA DEPARTMENT OF HEAL TH V'TAL RECORDS 0E=RT ~ 10 V _, ,\l, LOCAL REGISTRAR'S CERTIFICATION OF DEATH 21-01-672 ,:,,'1 (,' i ; ~- ;;.' :,~ f ;;; ;_:'-::,~~:;" \,i"~'i>.\,~jF Ptt"cc.. l'~"" .... "!/I;i:)\ }' ii' (;:: ~\ ,~. ~,,\ ~c;:,- -~: T 4 9 0 0 7 3 9 '~w ;: 'b~} ,~ if:: / * ;, \ "%.. ~ "" ~-"'c,!~~~:;,;. ~\~\~,.:s "~~:"'::~;.';~~;~):.::!~~':: .~ -.5- -,?1. i\Jame of Decade,.t .-.....~~4~----..... .-----. J. ......~c~.J"..____.____._______.__ Sf<'~ SOCtai Security No. ...g.e>/- 0 r. =/J'?'~____...~_. Date of Deatil_____~__:-!:J:'.__:c:5...!..____ Date /o.:~?=~f__.__ BirthPlaCe~~J~~;A.--.-------._-...,...... . -.------.-------.--.---- Place DCdjh ~ ~Q.1:;;~4?~---..---.--~~6/~<<!'..d......-. .~-"t.c~~('..---.....J:~~nm;YlvanlC!. Fl8ce~/Az::/AE; .. Occupation _._./zi~~~~"'- Decedent's Manta! Status /2fA/!-~~cL... Mailing Address Armed Forces? (Yes or No) _._____.________. Part 1. in,rTlediJte Cause ,...ZZ(, bt/4{~<J:-f;---.-.~~~"fC---.-.__.-4c -!..7tJ V..s I=unera: Dlrenor _.L1frc?iAd ~~ J1~d..li_._____._______ .~&,;e~~.:.A'-&~~4z..A---..---.----- !nterval Between Onset and Death Info rme ntc;.;.,/~ .-(.If. C4.,.['.L..J-~-'-.--.--..--.-- f\Jarne and Adnrpss Of " - Funera: Establishment .-d, h~ d2~,-'::-.L_~ ~,-~-€. 0~~~.~Ak~€.~.-d?~~/~"Jr.Z?21:. I.h.i. Part II ether ';!gnificant Conditions Ma".ner Of Dean! Descnbe how injury occurred, t\jaturai ~~ Homicide A":~cid~~;nr Pending Investigation Could not be Determined i\J,j,rliE3 and tie Certfler __..____.____._~.d:.22~g~cij/~---..-------. (M.D. D.o. Coroner, ME) t\OCirl-?'3,C, /d,r- ~.~~~~..J'Y:_.d:.~A~~~# ./ ZI1'?".L... ." T ! is 0 certify that the information here g: en ii', C fro tly copied from an 0 :glnal certlf cate ()f de,lUl u!y filed With me as Local Regi:.;trar Tne 'Ig:nai certificate wil! be forwarded to the ':,1;-) \/ ta Records Office fo' pe"mane r -.S -:..~ ~ .' (} ( i i'~~~_~... _ ...1. .~..__.:..~.gr~~~..--., :!!!1S-;: --~r. . ',: ~';{;('T:, '-7-~~~~ 1y &kA./!:. -t2~._~-J?~,p./C-"!",,L..-J..cJ ~____. LAST WILL AND TESTAMENT OF EVELYN S. CLASS I, EVELYN S. CLASS, of Marysville, Perry County, Pennsylvania, being of sound mind, memory and understanding, do make this my Last Will and Testament, hereby revoking any prior Wills. FIRST: I direct that the expenses of my last illness and funeral shall be paid from my estate as soon after my decease as may be convenient. 1. I direct that arrangements be made for my burial in the Rolling Green Cemetery. SECOND: I give, devise and bequeath the sum of $10,000.00 and any personal effects, consisting of clothing, jewelry and furs, owned by me at the time of my death, to my friend and neighbor, FLORENCE EVELYN MATTER, providing she survives me by ten (10) days. THIRD: I give, devise and bequeath the sum of $10,000.00 to my brother, DONALD E. STRAW, providing he survives me by ten (10) days. my nephew, days. FOURTH: I give, devise and bequeath the sum of $10,000.00 to PAUL FETTERMAN, JR., providing he survives me by ten (10) effects, property husband, FIFTH: I give and bequeath any automobiles, any household including furniture, appliances, and other tangible personal of like nature, together with the insurance thereon, to my C. FRANK CLASS, JR., providing he survives me by ten (10) days. SIXTH: All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath as follows, viz: 1. One-half thereof to my husband, C. FRANK CLASS, JR., providing he survives me by ten (10) days. 2. The other one-half thereof (and the entire residue of my estate if my husband, C. FRANK CLASS, JR., predeceases me or fails to survive me by ten (10) days) to the following, viz: a. To WESLEY UNITED METHODIST CHURCH OF MARYSVILLE, PA. - 20X thereof. b. To THE EASTERN SEAL SOCIETY FOR THE HANDICAPPED INC., OF HARRISBURG, PA. - 20X thereof. c. To ELIZABETHTOWN CRIPPLED CHILDREN'S HOME OF ELIZABETHTOWN, PA. - 20Y. thereof. d. To CENTRAL PENNSYLVANIA LUNG AND HEALTH SERVICE ASSOCIATION OF PENNSYLVANIA - 20Y. thereof. e. To AMERICAN BIBLE SOCIETY OF NEW YORK, NEW YORK - 20Y. thereof. 3. If any of the above named charitable entities should not be in existence at the time of my death, or, if in existence, should not be qualified as a charitable entity under the Internal Revenue Code of the United States, then the share of any such entity shall lapse and pass to the remaining charitable entities. SEVENTH: The interests of the beneficiaries under this my Will shall not be subject to anticipation or to voluntary or involuntary alienation. EIGHTH: I direct that all taxes that may be assessed in consequence of my death, with respect to the property passing under this my Will, shall be paid from my residuary estate as part of the expense of the administration of my estate. NINTH: In addition to powers granted by law, my Executors shall have the following powers, viz: 1. Compromise. To compromise claims and controversies. 2. Sell, Exchange or Lease. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property for such prices and upon such terms as they may deem proper, and to give options for such sales, exchanges or leases. 3. Distribution. To make distribution in cash or in kind, and to postpone distribution by agreement with any beneficiary. 4.' Investments. To accept in kind, retain, invest in and reinvest in any form of property, including the capital stock of the corporate fiduciary, without being limited to legal investments and without regard to any principle of diversification, risk or productivity; to exercise all rights of ownership in respect to such investments, and to hold investments in the name of a nominee. TENTH: I nominate, constitute and appoint my husband, C. FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, a Pennsylvania banking cor poration, as Executors under this my Will. 1. My Executors shall not be required to furnish a bond in any jurisdiction in which they may act, but if a bond is nevertheless required, it shall be without surety. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~A~y of December, 1992, at the end hereof, composed in all of four ~) -~ages. Ev~ti~}~ (SEAL) SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testatrix, as and for her Last Will land Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto set our hands as witnesses. :::: ~1~ :dddd:::: Name Address COMMONWEALTH OF PENNSYLVANIA : 55. COUNTY OF DAUPHIN I, EVELYN S. CLASS, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before day of December, 1992 me, this 31 s"T IUu);f~, Notary Public My Commission Expires: : S5. NOTARI,\L SEi'lL HELE:--1 R BLOOM. Not:1ry Public Citv of Hamsbura. Dauahln CounN Mv CommisSion Exair85 P-i12rcn , O. "995 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) ( We, /) / C ,-: II '( r and Leslie B. Handler, two of the witnesses whose names r signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, EVELYN S. CLASS, sign and execute the instrument as her Last Will; that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein contained; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn to and subscribed before me 3/41' day of December this 1992. (UuJ I!..~ Notary Public NOTARIAL SEAL HELE\J R. SLCmJ1 Notary Public C:r;/ of H:arnsbcrg, D3!~8r1!,~ Courrl ~Av Comr:J:ss:lon E\!)ire~) ('ilcrC~1 1 D, i "995 My Commission Expires: ( -- CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Will No. To the Register: Evelyn S. Class 5-24-2001 2001-00672 Admin. No. 21-01-0672 I certify that the notice of (beneficial interest) estate administration required by Rule 5.6 (a) of the Supreme Court, Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned Estate on September 7, 2001: Name C. Frank Class, Jr. Donald E. Straw Florence Evelyn Matter Wesley United Methodist Church of Marysville Easter Seal Society of Harrisburg American Lung Association of P A - Central Region American Bible Society of New York Address 771 Walton Street, Lemoyne, P A 17043 3200 Batesfield Road, Harrisburg, P A 17109 770 Valley Street, Marysville, P A 17053 450 Sylvan Street, Marysville, P A 17053 331 Bridge Street, New Cumberland, P A 17070 6041 Linglestown Road, Harrisburg, P A 17112-1208 1865 Broadway, New York, NY 10023 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except, Paul Fetterman, Jr., and Crippled Children's Home of Elizabethtown, PA. We have been unable to locate these beneficiaries. Date: 11-19-01 Signature Title 'Vd ;. Name: Address: f)'lPI18QUIt}#J '>~Jai~elephone: Z 1: (d 6l AON to C t . apaci y: ~:i;' JO . t,':,~,~:6~H . .;,.)jo~.eH .... J ph A. Macri ice President & Trust Officer Allfirst Trust Company of Pennsylvania, N.A. P.O. Box 2961, Harrisburg, PA 17105-2961 (717) 255-2174 -L Personal Representative _ Counsel for Personal Representative JRD/June 30, 1992/17858 NOV 0 6 2001 In Re: Estate of Evelyn S. Class Late of Camp Hill Borough ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-01-672 NO. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Allfirst Trust Co of P ANA Counsel for Personal Representative: Leslie B. Handler Esq Date of Grant of Original Letters: July 18, 2001 Date of Delinquency Notice: October 28,2001 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on October 15" 2001, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: November 6, 2001 Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ~~ ~ I ,;2tJoi at 9 ,3 cJ In Courtroom No.3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically be cancelled. Geor Ok ~~.d2 \ \.-lGt - [) l PLEASE FILE THIS REPORT WImIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF mE ESTATE. IF ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Evelyn S. Class Date of Death: 5/24/2001 Estate No. 2001-00672 Pursuant to Rule 6.12 of the Supreme Court, Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned Estate: 1. State whether administration of the Estate is complete: Yes No -.X.... 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: September. 2002. 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) 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 Clerk of the Orphans' Court and may be attached to this report. Date: February 22. 2002 F Gc 1~~' ,..- \',l (Y) CL Name: Joseph A. Macri, Vice President & Trust Officer 213 Market Street Harrisburg, PAl 7101 (717) 255-2174 N 'N c:l LJ.J l..J.. Address: Telephone: ;.._..i- ~ t"B j,l ::: .. -' ~.) (j Capacity: x Personal Representative Counsel for personal representative ",",.' (1 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ALLFIRST TR CO OF PA NA 213 MARKET ST HARRISBURG, PA 17101 u______ fold ESTATE INFORMATION: SSN: 207 -09-1392 FILE NUMBER: 2101-0672 DECEDENT NAME: CLASS EVELYN S DATE OF PAYMENT: 02/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: OS/24/2001 NO. CD 000883 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,361.25 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ALLFIRST TRUST CO OF PA NA CHECK# 20286723 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $4,361.25 MARY C. LEWIS REGISTER OF WILLS o Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Evelyn S. Class No. 2001-00672 also known as Date of Death OS/24/2001 ,Deceased Social Security No. 207 - 09 -13 92 C. Frank Class, Jr. and C. Frank Class, III, and A11first Trust Company of PA, N .A., 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. I.D. No.: 204269160 of PA, N.A. Name of Attorney: Handler, Henning and Rosenberg Address: 1300 Ling1estown Road ra ,.----=:: ...-: . Frank Class, III 213 Market Street Address: Harrisburg, PA 17110 Harrisburg, PA 17101 Telephone: 717/238-2000 Telephone: 717/255 - 2174 Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 170,521.20 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 Copyright (c) 1996 form software only CPSystems. Inc. FormilRW-7 (1992) Estate of: Date of Death: County: INVENTORY Evelyn S. Class OS/24/2001 Cumberland CASH: Waypoint Bank Certificate of Deposit #554311046 50,148.08 Waypoint Bank Certificate of Deposit #7100002159 50,485.59 Waypoint Bank Savings Account #0500115598 36,158.03 PERSONA~ PROPERTY: Ladies Diamond Ring - Appraised Value 1,000.00 Old Fur Coats - Appraised Value 75.00 STOCKS/LISTED: 1,200 shares Allied Irish Bks Plc Spans ADR 26,712.00 500 shares Waypoint Bank 5,942.50 TOTAL RECEIPTS OF PRINCIPAL. .............. 1 136,791.70 1,075.00 32,654.50 170,521.20 I~-O)-</.y~ ~ \ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '02 'DATE ESTATE OF DATE OF DEATH FILE NUMBER .c .:<_ '.)~UNTY ACN 04-08-2002 CLASS 05-24-2001 21 01-0672 CUMBERLAND 101 ",y) 1\1 L 12 P 1 JOSEPH A MACRI ALLFIRST TRUST 213 MARKET ST HBG CO OF PA " t...i ~ eU PA 17101 REV-15A7 EX AFP (01-02) EVELYN S Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V'= iS4-j-E3t-AFP--COY:02Y-NOYicE--Oi=-YNHEifiTAN-CE-TAX-'A-PPRAisEi'-ENT~--ALi-oWAN-CE-O-R----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CLASS EVELYN S FILE NO. 21 01-0672 ACN 101 DATE 04-08-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !hh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED 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) .00 32,654.50 .00 .00 137,866.70 .00 .00 (1) (2) (3) (4) (5) (6) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 19,762.62 (9) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) ClO) 25,536.86 11. Total Deductions (11) 12. Net Value of Tax Return Cl2) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 14. Net Value of Estate Subject to Tax Cl4) NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 170,521.20 41i.?99.48 125,221.72 47,073.36 78,148.36 Cl5) Cl6) Cl7) Cl8) 47,073.36 X 00 .00 .00 X 045 = .00 10,000.00 X 12 = 1,200.00 21,075.00 X 15 = 3,161.25 Cl9)= 4,361.25 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-22-2002 CDOO0883 .00 4,361.25 TOTAL TAX CREDIT 4,361.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE REV-1470 E.X ({>-~8) * INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER EVELYN S CLASS 2101-0672 REVIEWED BY ACN John Kealy 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The value of the estate has been adjusted as the result of the correction of an error in arithmetic. ROW Page 1 REV-1S00 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 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CI/ OFFICIAL USE ONLY /6~;;. 4'-/.. S' FILE NUMBER D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME\LAST, FIRST,AND MIDDLE INITIAL) Class Eve1 DATE OF DEATH(MM-DD-YEAR} COUNTY CODE 2001- 006 72 YEAR NUMBER DATE OF BIRTH (MM-DD-YEAR) SOCIAL SECURITY NUMBER 207-09-1392 THIS RETURN MUST BE FILED IN OUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a living Trust (Attach copy of Trust) 010. Spousal Poverty CredIt 0 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1.95) (Attach Sch 0) THIS SECTION MUST BE COMPLETED.,ALL eORREsPONDENCE& CoNFIDEN'rIAL TAX INFORMATION SHOULD BEIlIREC1jED TO: NAME COMPLETE MAILING ADDRESS Class Jr., C. Frank X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate o (Attach copy of Will) o 9. L1tlgation Proceeds Received Jose h A. Macri FIRM NAME (If Applicable) A11first Trust Com an TELEPHONE NUMBER of PA, NA 213 Market Street Harrisburg, PA 17101 ~~ ';,..:'~" .'" R E C A P I T U L A T I o N 55 - 21 4 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) (10) 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 Subject to Tax (line 12 minus Line 13) (1) (2) (3) NOne , 32 , 654'. 50 None (4) (5) None 137,866.70 (6) None None 19,762.62 25,536.86 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)( 1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. 'M!$l:l$~!I!!$r!i\I!I" to.'AN$Wi:l:l:.(U;:QIli($i'll:IN$!ON 195-07-4922 3. date of death . Remamder Return rlor to 12-13-82} 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes :t OFFIC~ USE ONLY -r-} m CD N ''oJ "0 Cd (X (8) 170,521. 20 (11) 45.299.48 (12) 125,221.72 (13) 94,146.72 (14) 31,075.00 47,073.36 X .0 0 (15) 0.00 0.00 X .045 (16) 0.00 10,000.00 X .12 (17) 1,200.00 21,075.00 X .15 (18) 3 .161. 25 (19) 4,361.25 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS " 711 Walton St, , CITY I STATE I ZIP Lemovne PA 17043 Tax Payments and Credits: 1, Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,361.25 Total Credits 1 A + B + C) (2) 0,00 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty ( D + E) (3) 4. If Line 2 is greater than line 1 + line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WillS, AGENT 0,00 0.00 4,361.25 0.00 4,361.25 "'iii'i~iti~~~~"~~~!!!~~!!~~~m~~t't'~!1~~!!~8'~~~~~~~'i~~i~t~~!I,~~i~ "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an ~in trust fo( 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 ~~ D D D ~ ~ ~ Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and beJlef, It is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSI LE- e- c__-~-=---r Allfirst Trust Company of PA, NA C. Frank Class, Jr. - - -C: - F-r~nk -ci~ss; - -f i (_U - - - - - - - - - - - - - - - - - - - - - -- Allfirst Trust Company of PA, NA 213 Market Street DATE DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P,S, 9116 (a) 11.1) W]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) Oi)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2) [72 P,S, 9'16(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 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 (Rev. 6-00) REY.1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Evelyn S. Class SS# 207-09-1392 OS/24/2001 2001-00672 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE UNIT VALUE NUMBER OF DEATH 1 1,200 shares Allied Irish Bks PIc Spans ADR, GUSlP 26,712.00 11019228402 2 500 shares Waypaint Bank, CUSIP #946756103 5,942.50 TOTAL (Also enter on line 2. Recapitulation) 32,654.50 (If more space IS needed, Insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn S. Class SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSfl 207-09-1392 OS/24/2001 FILE NUMBER 2001-00672 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Waypoint Bank Certificate of Deposit #554311046 VALUE AT DATE OF DEATH 50,148.08 2 Waypoint Bank Certificate of Deposit #7100002159 50,485.59 3 Waypoint Bank Savings Account #0500115598 36,158.03 4 Ladies Diamond Ring - Appraised Value 1,000.00 5 Old Fur Coats - Appraised Value 75.00 TOTAL (Also enter on line 5, Recapitulation) S 137,866.70 (If more space is needed, insert additional sheets of the same size) Copyrfght{c) 1996 form software only CPSystems, Inc. Form REV-150a EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Evelyn S. Class Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSfI 207-09-1392 OS/24/2001 FILE NUMBER 2001-00672 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Michael J. Shalonis Funeral Home - Funeral Expense 2,200.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Allfirst Trust Company of PA, NA Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 213 Market Street City Harrisburg State PA Zip 17101 8,400.00 Year(s) Commission Paid: 2. 3. Attorney's Fees Handler, Henning & Rosenberg Family Exemption: (tf decedent's address is not the same as claimant's, attach explanation) Claimant C. Frank Class, Jr. Street Address 771 Walton St. City Lemoyne State PA Zip 17043 Relationship of Claimant to Decedent Spouse 5,040.00 3,500.00 4. Register of Wills 268.00 Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Baker & Price Jewelers Appraisal Fee 21.20 2 Cumberland Law Journal Publication Cost of Advertising and Proof of 75.00 3 The Patriot News Company - Cost of Advertising and Proof of Publication 258.42. TOTAL (Also enter on line 9. Recapitulation) $ 19,762.62 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, I nc. Form REV-1511 EX (Rev. 1-97) Estate of: Evelyn S. Class Soc Sec #: 207-09-1392 Date of Death: OS/24/2001 Item Description if Continuation of Schedule H-B4 (Probate Fees) Amount 1 Cumberland County Register of Wills - Probate Fee 268.00 268.00 REV-1S1Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Evelyn S. Class SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSII 207-09-1392 OS/24/2001 FILE NUMBER 2001- 00672 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Manorcare - Medical Expense incurred prior to Date of Death AMOUNT 25,013.15 2 Neighborcare - Medical Expense 523.71 TOTAL (Also enter on fine 10, Recapitulation) $ 25,536.86 (If more space is needed, insert additional sheets of the same size) Copyright(c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX +(9-00) ESTATE OF Evelvr S. Class COMMONWEALTH OF PENNSYLVANIA INHERITANCET/(X RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES SSIf 207-09-1392 OS/24/2001 FILE NUMBER 2001-00672 RELATIONSHIP TO OeCEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS {Include outright spousal distributions, and transfers under Sec. 9116(a)(1.2}] 1 Donald E. Straw 3200 Batesfield Road Harrisburg, PA 17109 Brother $10,000 Cash Bequest 2 Florence Evelyn Matter 770 Valley Street Marysvile, PA 17053 Friend $10,000 Cash Bequest Furs $75 Ring $1,000 3 Paul Fetterman, Jr. Friend $10,000 Cash Bequest 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 1 C. Frank Class, Jr. 50% share of 771 Walton St. Residue Lemoyne, PA 17043 47,073.36 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Wesley United Methodist Church of Marysville' 450 Sylvan Street Marysville, PA 17053 20% of 50% share of Residue 9,414.67 Total of Continuation Schedule(s) 37,658.69 TOTAL OF PART II - 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) Copyrfght(c) 2000 form software only The Lackner Group, Inc. 94,146.72 Form REV-1513 EX (Rev. 9.00) Estate of: Evelyn S. Class Soc Sec #: 207-09-1392 Date of Death: OS/24/2001 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item # Description Amount or Share of Estate 2 Easter Seal Society of Harrisburg 331 Bridge Street New Cumberland, PA 20% of 50% share of Residue 9,414.67 3 American Lung Association of PA - Central Region 6041 Linglestown Road Harrisburg, PA 17112-1208 20% of 50% share of Residue 9,414.67 4 American Bible Society of New York 1865 Broadway New York, NY 10023 20% of 50% share of Residue 9,414.67 5 Elizabethtown Crippled Children's Home of Elizabethtown, PA 20% of 50% share of Residue 9,414.68 37,658.69 'JUN-f5-0J FRI 09:11 HANDLER HENNING ROSENBER FAX NO. 7172333029 P.02/05 . ~" ,,;,IY' ~lV..;' , I., I" " li" ''f\ ... !~';.. :' ,\' V,) , . "",,,"': e.r'" ',' ..j\.; .~ ..- ::;.,.., ," LZ"'-: II '0. . -~,~ ,'. ~, ,iJJNli ,.J ;;.P./~~ "..... " -' .~. ,." - ..-, - ./, c/' ._~ LA5T WILL AND OF SVELYN S. TESTAMENT CLASS I, EVELYN S. CLASS, Q~ Harysville, Perry County. Pennsylvania,~ being ot sound mind, memory and understanding, do make this my Last. W1l~ and Testament, hereby revoking any prior Wills. FIR5T~ funeral shall be c:o'l'\vcn\:1.~nt_ I direct., t.hat. t.he L'xpenses of my last illness ar'd paid from my estate as soon after my decesse ss,~ay be 1. I direct that arrangements be made for my burial in the ROlling Green Cemetery. SECOND' I give, deVise and bequeath the sum of $10,000.00 and any personal effects, consisting af clothing, jewelry and ~urs, owned by me at the t..ime o~ my deat.h, t.o my fr.iend and ne:l.ghbor. FL..ORENCE EVELYN HATTER, proviaing she survives me by ten (10) days. --: THIRD' I give, dev:l.se and bequeath the sum of $10,000.00 t.o my brother, DONALD E. STRAW~prov1ding he surv~ves me by te~ 110) daya. ...... , '.: my nephew, days. FOURTH, I g:l.V9, devise and bequeath the sum pi $10,000.00 to PAUL FETTERMAN, JR" prov1d:l.ng h~ survives me by ten (10) effects, property ~ husband, FIFTH: I give Qnd bequeath any autpmpb:l.~e~, any household including furniture, appliances, and other tangible personal of like nature. together with the insurance thereon, to my C. FRANK CLASS, JR., provid:l.ng he survives me by ten (10) days. SIXTH: real, personal ana I give, devise and All the rest, residue and mixed, 0% whatsoever nat.ure bequeath as ~ollo;B, viz: remainder of my estate, and wh.r~soever s:l.tuat.e, 1,' One-half thereof to my husband, C. FRANK CLASS. JR.. providing he aurv:l.ves me by ten (10) daYB. 2. The ot.her one-half thereof (snd the entire residue of my estate ~~ my husband, C. FRANK CLASS, JR., predeceases me ar fails to survive me by t.en (10) days) to th~ ~ollow1ng, viz: a. To WESLEY UNITED METHODIST CHURCH OF lfARYSVIL.L.E, PA. - 20X thereoi. b. To THE EASTERN SEAL SOCIETY FOR TH~ HANDICAPPED INC.. OF HARRISBURG, PA. - 20~ thereo~. 1.~ g. \}'J" JUN-f5-0.1 FRI 09: 11 HANDLER HENNING ROSENBER FAX NO. 7172333029 P.03/05 , . ., .:.1 c. To ELI2ABETHTOWN CRIPPLED CHILDREN'S UOKE OF ELIZABETHTOWN, PA. - 20X ~hereo%. d. To CENTRAL PENNSYLVANIA LURG AND HEALTH SERVICE AgSOCIATION OF PENNSYLVANIA - 20Y. ~hereo%. ~. To AftERICAN BIBLE SOCIETY OF HEW YORK, HEW YORK - 2OY. t.hereof. 3. I~ any o~ th~ a~ove named char1tab~e entities should not be in existp.nce at the time of my death, or, if in existence,.9hould not be qualified as a charitable en~ity under ~he In~ernal Revenue Code ox tne United States, then the share 0% any such entity shal~ ~apse and pass to the remaining charitable entities. SEVENTH: The interests 0% the benexiciaries under thiS my Wi~l shall not be subject to anticipation or to voluntary or involuntary alienation. EIGHTH: I direct that all t.axes that. maybe assessed in consequence of my death, with respect to the property passing under this my Wi~~, shal~ be paid ~rom my residuary &stat~ as pnr~ o~ the eKpense of the adminia~ration o~ my ~state. NINTH# In addition ~o po~ers granted by ~DW, my EKecutors sha~~ have the ~ollowing powers, viz. 1. Compromise. To oompromise c~aims and controvorsios. 2. Sell, Exchanqe or Lease. To sell at pUblic or private sRle, to e~change or to lease ~or any period of time any reel or personal property ~or auch prices and upon such terms as they may deem proper, and to give options for such sales, exchanges or leases. 3. Dis~ribu~ion. To ....ke diotribution in cesh or in kind, and to postpone distribution by agreement With any benex1ciary. 4. . Investment.... To accept in kind, r..~ain, invest in and reinvest in any form of property, including the capital stock of the corporate :fiduciary, without being limited to legal investments and without regard to any princip~e of diversification, risk Dr product.ivity; to eKercise all ri9h~s 0% ownership in respect to auch investments, and to ho~d investments in the name of a nominee. /' TENTH# I nominate, constitu~e and appoint my husba"c, C. v'FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, a Pennsylvania banking CQr .Iporation, as E~ecutor~ under ~hi~ my Wi~l. JUN-!5-0! FRI 09:12 HANDLER HENNING ROSENBER FAX NO. 7172333029 P.04/05 :;~;J , ,; " -;;= ~ '".' '.,', .'.,,- <1 ~. My Exqpu~or. sha~~ no~ be r.qu~r.d ~o xurnish a bond in any jur1sdic~1on in which they may act, but i~ a bond is neverthe~esB required, it shall be without surety. ~1,.t- four IN WITNESS WHEReOF, I day oX December, 1992, (4) pagee. have hereunto set my hand and aea~ ~hi~ at the end hereof, composed in all or ISI F.ve bl} So Cla.o;s E:ve~yn S. C~a.... (SEXl) .' SIGNED, SEALED, PUBLISHED and OECLAA~D by tha sbove named Testatrix, as and for her Last W1l~ land Testament, ~n the presence of us, who, at her request, :l.n her presence and in the pI'esence of each other, all being presen~ at the same time, have hereunto set our hands as witnesses. Name ISI Nancy Koehler Name /S/ Leslie S. Handler Address ('-"/In Hill. Pa. flarrisburg, Pa. AddI'eSs Name- Addre.... 'JUN-15-Q.1 FRI 09: 12 HANDLER HENNING ROSENBER FAX NO. 7172333029 P.D5/05 -- . " r ';., ..~. :."ji~ '~'~j .-.',< \.:' " \ \ , \ '. COaftONWEA~TK OF P~NN5YLVAHIA ) : 55... COUNTY OF DAUPHXN ) t, EVELYN S. CLASS, Tea~B~ri~, whoae name is ~ig"ed to the :foregoing :l.na'l:rumen'l:, having !:leen duly qual:l.:fied according '1:0 law, .do hereby acknowledge that I'signed and executed the instrument as my Las~' "vIill; that I signed it willingly; and that I signed it as my f'r..e and" voluntary act :!or the pu~poses there:l.n c:onta:l.ned. , ,", Sworn or af'!:l.rmed to and acknowledged before me, thia3lst/' day o:f December, 1992 !S! Helen R. Blnnn / Ho~ary Publio I ( ~y Commiss1on Expires~ I . , ." \ ,,-.v-- ~- ~ COUNTY OF DAUPHIN ) 1 \ NOTAP.lAL SE,,\~ I . 1-:''2>.:::.'~ Fi 5i-CC~' I\;c::..,v P:....::\lc \ C,!' c' '.... ",'':..:,1..;''-;: :)~o,:p.~ 11 C":'l ":" r:. I 1 ~', ~.........-.. ~.c;"c~:'~:'v::".r::~_\_~j:0 .~ ~~...=.._' _....~ - - COM~ONWEALTH OF PENNSYLVANIA ) ~ SS.. We, N..n.-y Jr"""l,,~ and L....li.. B. Handler, t.wo of t.he w:l.tneaees whose name.. are e:l.gned to the foregoing :l.n.~r~ment, b~~ng duly qual:l.:f:l.ed according to law, do depose and say that we were present and saw the Testatrix, EVELYN S. CLASS, sign and execute the instrument as hp.r Last Will; that ah.. signed willingly, and that she e~ecuted it as her :free and vol~n~ary act :for the purposes ~herein contained; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses: and that to th.. beet of our knowledge, the T..g~atrix Va8 at that ~ime eight.een (12) Or more years 0% age, of Bound mind, and under no constraint. or undue in:f1uence. ISI Nancy Koehler Witness .Io-e}'" ~.",,/- / - /.. / . \ \. Sworn i:.o ,a..n"d aubscr-i.bed. bc;fore m.e!' /S/ Leslie Do Handler Witness this 11~1" day of December 1992. IS! Helen R. Bloom Notary Public ~y Commission Exp1re..: -, NOTAl'lfAl. SEA\. ~1 ~ R. BLOOM. No~ :::~ciic \ CitY oi H:2.--n~"9. Qeuc.~l'! Cc~~t=t.._ . _ ..... t~ .......-.. "" :"'-..-_................ ._..~..~s ~:....~,,\ ,...... ........ WI ..............'.....,..~-.. _.~-"- - .i..i!"j,;-. ;<':"1' iii allfust Memorandum To: From: Date: Subject: Shawn Funk Sue Kimble January 24, 2002 Estate of Evelyn S. Cass Per your inquiry dated January 16, 2002 please be advised that at the time "Of death, the above-named decedent bad on deposit with this bank the following: 1. 2. Type of AccOWlt Relationship Checking W/Interest Account Number 0091817730 Ownership (Names oj) Evelyn S Qass. Owner C Frank Class, Jr, Owner 09/02/98 Opening Date Balance on Date of Death $3,525.63 Accrued Interest $ 1.30 Total $3,526.93 Type of Account Mo~ey Fund Alternative Account Number 0098286714 Ownership (Names oj) Evelyn S Class, Owner C Frank Class, Jr, Owner 09/02/98 Opening Date Balance on Date of Death $59,599.99 $ 116.19 Accrued Interest Total $59,716.18 If you need further assistance, please do not hesitate to contact me at 501-2909. {g 0' ~r, .' ~ , .~4'~:!' ~IWaYRoint~ "J,..8 A N K,.J,ij) LOOK FOR US. WE'LL GET YOU THERE. -,'-t; 08/28/2001 ALLFIRST TRUST 213 MARKET ST HARRISBURG PA 17101 . ' v' , , The information which you requested on the account(s) of EVEL YN CLASS ESTATE (Social Security Number 207-09-1392) is/are as follows: , . l .: / Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of 36158.03 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established 0500115598 SAVINGS 11/21188 36 I 58.03 554311 046 CERTIFICATE 05/30/97 50000.00 148.08 50148.08 7100002159 CERTIFICATE 08/31/00 50000.00 485.59 50485.59 , SOLE 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 Infonaation Requested PLEASE COMPLETE W.9 Si~re1Y, /. ~ KA~ouJG 1 SENIOR SERVICES REP. RO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE I-B66-WAYPOINT (I-B66-929~646) . www.waypolntbank.com to.~ ,\,,,\ ::;~ f!JJaklt I fJil(~JEWELERS 144 SInIWlMrry Squa.. -Since 1939- . Hanlsburg. PA 17101 . Phane 232-3425 ..:' t:~, ", " . February 19, 2002 Estate of Evelyn Class Ladies' Diamond Rinq: Ladies' 14 Kt yellow gold seven diamond cluster ring. The cut is round, color H, clarity 12 and the total diamond weight is 1.00 ct. The present replacement value would be $1,000.00 not including PA state sales tax. We hope this supplies all the necessary information and thank you for allowing us to be of service. Sincerely, Baker & Price Jewelers /-? ~ By- ,,' J y l;XrAl I , Due to the fluctuation in prices of gem stones and metals the above figures reflect our best estimate of replacement at current market values. [IJ Estate of Evelyn S. Class File #2001-00672 C. Frank Class, Jr, co-executor, received from Muscalus Furs an oral appraisal, the result of which determined that three furs being very old and in very poor condition had a maximum worth of $25 per fur. ~~ -.. 7t Cc V'/l~' . J eph A. Macri ( Vice President and Trust Officer LAST WILL AND TESTAMENT OF EVELYN S. CLASS I ( I, EVELYN S. CLASS, ox Harysville, Perry County, Pennsylvania, being ox sound mind, memory and understanding. do make this my Last Will and Testament, hereby revoking any prior Wills. FIRST: xuneral shall be convenient. , I direct that the expenses ox my last illness and paid xrom my estate as soon axter my decease as may be 1. I direct that arrangements be made xor my burial in the Rolling Green Cemetery. SECOND: I give. devise and bequeath the sum of $10.000.00 and any personal exxects. consisting ox clothing. jewelry and xurs. owned by me at the time ox my death. to my friend and neighbor. FLORENCE EVELYN MATTER, providing she survives me by ten (10) days. THIRD: I give. devise and bequeath the sum oX $10,000.00 to my brother, DONALD E. STRAW. providing he survives me by ten (10) days. my nephew, days. FOURTH: I give. devise and bequeath the sum ox $10.000.00 to PAUL FETTERMAN, JR., providing he survives me by ten (10) efxects, property husband, FIFTH: I give and bequeath any automobiles. any household including furniture. appliances, and other tangible personal ox like nature, together with the insurance thereon. to my C. FRANK CLASS, JR.. providing he survives me by ten (10) days. SIXTH: real. personal and I give, devise and All the rest, residue and remainder of my estate, mixed. of whatsoever nature and wheresoever situate, bequeath as xollows. viz: 1. One-halx thereox to my husband, C. FRANK CLASS, JR., providing he survives me by ten (10) days. 2. The other one-half thereof (and the entire residue of my estate if my husband, C. FRANK CLASS. JR.. predeceases me or fails - to survive me by ten (10) days) to the xollowing, viz: a. To WESLEY UNITED METHODIST CHURCH OF MARYSVILLE, PA. - 20Y. thereof. b. To THE EASTERN SEAL SOCIETY FOR THE HANDICAPPED INC.. OF HARRISBURG, PA. - 20Y. thereof. . ~:l ~ " c. To ELIZABETHTOWN CRIPPLED CHILDREN'S HOME OF ELIZABETHTOWN, PAr - 20X thereo~. d. To CENTRAL PENNSYLVANIA LUNG AND HEALTH SERVICE ASSOCIATION OF PENNSYLVANIA - 20Y. thereo~. e. To AMERICAN BIBLE SOCIETY OF NEW YORK, NEW YORK - 20X thereo~. 3. I~ any of the above named charitable entities should not be in existence at the time of my death, or, if in existence, should not be quali~ied as a charitable entity under the Internal Revenue Code o~ the United States, then the share o~ any such entity shall lapse "and" pass to the remaining charitable entities. ' ," SEVENTH: The interests o~ the bene~iciaries under, ~his my Will shall not be subject to anticipation or to voluntary or involuntary alienation. EIGHTH: I direct that all taxes that may be assessed in consequence of my death, with respect to the property passing under this my Will, shall be paid from my residuary estate as part of the expense o~ the administration of my estate. NINTH: In addition to powers granted by law, my Executors shall have the following powers, viz: 1. Compromise. To compromise claims and controversies. 2. Sell, Exchange or Lease. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property ~or such prices and upon such terms as they may deem proper, and to give options for such sales, exchanges or leases. 3. Distribution. To make distribution in cash or in kind, and to postpone distribution by agreement with any beneficiary, 4.' Investments. To accept in kind, retain, invest i-n and reinvest in any form of property, including the capital stock of the corporate fiduciary, without bein~ limited to legal investments and without regard to any principle o~ diversification, risk or productivity; to exercise all rights o~ ownership in respect to such investments, and to hold investments in the name o~ a nominee. TENTH: I nominate, constitute and appoint my husband, C. FRANK CLASS, JR., my step-son, C. FRANK CLASS III, and DAUPHIN DEPOSIT BANK AND TRUST COMPANY, a Pennsylvania banking cor poration, as Executors under this my Will. 1. My Executors shall not be required to ~urnish a bond in any jurisdiction in which they may act, but i~ a bond is nevertheless required, it shall be without surety. IN WITNESS WHEREOF, I J'!~r o~ December, 1992, ~our ( ) pages. have hereunto set my hand and seal this at the end hereo~, composed in all o~ E~fl~s~ (SEAL) . " "..: SIGNED, SEALED, PUBLISHED and DECLARED by the above named Testat~~x, , as and ~or her Last Will land Testament, in the presence o~ us, who, 'at her request, in her presence and in the presence o:f each other," all being present at the same time, have hereunto set our 'hands as witnesses. :::: ~"t1~ ::d:::: Name Address ::" " COMMONWEALTH OF PENNSYLVANIA ) : 55. COUNTY OF DAUPHIN ) I, EVELYN S. CLASS, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Willl that I signed it willinglYl and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before day of December, 1992 me, this. 31sT /~,(,~, Notary Public ~ .:, , My Commission Expires: : SS. NOTMAIAL SE.~L HELEN R. BLOOM. Notary Pu~lJc City of Hamsburg. Dauohin County Mv CommIssion E:<airi?s Mere;, 10. -;995 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ) We, h c. r and Leslie B. Handler, two of the witnesses whose names r signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, EVELYN S. CLASS, sign pnd execute the instrument as her Last Willl that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein containedl that each of us, in the hearing and sight of the Testatrix, signed the Will as witnessesl and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. , this Sworn to and subscribed before me 3/41' day of December 1992. (I&~ I( ~A. Notary Public My Commission Expires: NOTARIAL SEAL HELE:\J R. SLOO;\o1. NOlarv Public CJty oi H:::!rrlse:...:rg. 08'...:pnH; Cocmv Mv Commlss'on E"(aires .\i",fC.'1 iO. :99:3 .., '" '" 0 0 ~ ~ ~ .., " .., 0 f-" " ;Y ~ 0 N ~ n ~ ro e. ~ ,.. ro ~ "' ~ "' " 0 '" ~ 0 CJJ "' ~. 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", ,.,'" -- ""..' ,~ ~ Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Date of Death: E'v{J I '1 v'\ S- /~'-f ~I d-oOI- OO(p72r.- ~ . ( la ( J Name of Decedent: Estate 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 wh~ administration of the estate is complete: Yes [g" No 0 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 p~na1 representative file a fmal account with the Court? Yes J::Q" No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be I I I... "" ,_attached to this report. Date:~ Si e U") PVV(~ J' WClIrLflAQu/.L/t-, Name / d- ~ d-O tv. Je~df+. I-Iw,.,:r~ Address f' A 7/) - d--~8-& <;70 nllo Telephone No. c. C", Capacity: 0 Personal Representative BCounse1 for personal representative } Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: E vd y!\J S. C lltsS Date of Death: .5 j; if /0 / Estate No.: c20n I - 0 f)" "7 d. 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 ~ No C 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 0 No ~ b. The sepa:ate Orp~' Court No. (if any) for the personal representative's account IS: C::!f.1!.- c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts !naY be filed with the Clerk of the Orphans' Court and may be attached to this report. i?~)s- MA,.,>j<i'.A.LTV,",ctl.S A."<' \'a.AlIflZ5 !1'tu;T (uM('JI~i, SVCCt'>S0R 'By JVt=A&~o( TO AU...F,,-,s-r TX?",sr (u"",,o,,4.Jy o~ l~t'I.6YLJ A.u:fJ tJ I'- Signature -S y: C~ L-.. VV\,~ VciJE PJt.r'I.j)eJ-:~Jg- OFF.n.cl( J o<.,CJ?H A - (vIA (. 'i r Name \I"" ?fl.f:>ri:> e-.-.!, +~"$T Date: (i''l 2- ( 3 VV\A"fi..\:L-..F, ~ '\ Address ~R(.I.:T'~~vR~ Q,A (7/01 Capacity: '7 I 7 Z-",,'" 2. I 7 i Telephone No. ~sonal Representative o Counsel for personal representative u1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/15/2005 WARSHAWSKY BRUCE J ESQ CUNNINGHAM AND CHERNICOFF P.C. PO BOX 60457 HARRISBURG, PA 17110-0457 RE: Estate of CLASS EVELYN S File Number: 2001-00672 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~{MJ~~ // GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge vf COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SMITH GARY L 403 E MAIN STREET PO BOX 44 YORK SPRINGS, PA 17372 u__u__ told ESTATE INFORMATION: SSN, 196-14-1775 FILE NUMBER: 2105-0183 DECEDENT NAME: SMITH ANNA E DA TE OF PAYMENT: 04/15/2005 POSTMARK DATE: 04/15/2005 COUNTY: CUMBERLAND DATE OF DEATH: 01/16/2005 NO. CD 005214 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,850.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHECK# 183 SEAL INITIALS: CP RECEIVED BY: REGISTER OF WILLS $1,850.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS ATTORNEYS AT LAW Leslie B. Handler, Retired W. Scott Henning David H Rosenberg (PA, FL) Carolyn MAnner (PA, NY, RN) Matthew S. Crosby (PA, NJ) Gregory M. Feather (PA, NJ) Stephen G. Held Jason C. Imler ~ HARRISBURG OFFICE 1300 Linglestown Road Harrisburg, PA 17110 717-238-2000 1-800-422-2224 717-233-3029 (fax) LANCASTER OFFICE 140A E King Street Lancaster, PA 17602 717-431-4000 DIRECT MAIL TO: 1300 Linglestown Road Harrisb.urg, PA 17110 April 21, 2003 www.HHRLaw.com Henningg@HHRLaw.com Attention: Donna M. Otto Deputy, Register of Wills Cumberland County Courthouse Three South Hanover Street Carlisle, PA 17013 Re: Estate of Evelyn S. Class File No.: 2001-00672 Dear Deputy Otto: I am responding to a letter that was received at our office directed to the attention of Leslie B. Handler, Esquire, pertaining to the above referenced Estate. I note that the File Number indicates that the Estate was opened in 2001. Leslie B. Handler, Esq. retired and was no longer affiliated with the law offices of Handler, Henning & Rosenberg, effective 1998. Consequently, if Mr. Handler was involved in doing some work with regard to the Estate of Evelyn S. Class in 2001, this office is not privy to the file. I might also add that Attorney Handler is currently residing in a nursing home in the state of Florida, having moved to Florida in the middle of 2002. I apologize that I do not have more meaningful information. Perhaps your office can contact the Personal Representative of the Estate and the Personal Representative can shed some light as to what attorney is currently representing the Estate. Very truly yours, HANDLER, HENNING & ROSENBERG WSH/tgd April 24, 2003 SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 717-238-8187 Fax: 717-234-9478 Register of Wills Court of Common Pleas of Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013-3387 Other Offices Colonial Park Mechanicsburg 717-652-7020 717-691-5577 Millersburg Shippensburg 717-692-5810 717-530-7515 Re: Estate of Evelyn S. Class File No. 21-01-0672 Dear Sir or Madam: Enclosed please find a Praecipe to Enter Appearance. Our firm is now representing the Estate and Executors, replacing former counsel, Leslie Handler, Esquire, who is no longer practicing law. If you require anything further from Mr. Handler's former law firm, Handler, Henning & Rosenberg, please kindly contact me. Thank you for your attention to this matter. Very truly yours, METmE~ WICKERSHAM, KNAUSS & ERB, P.C. .. /.., //;;~) ;.} '.~ 8 . C',/' / Brute J. Warsh~wsky ::::> -0 ;:0 N OJ /./"' -0 Enclosures j;, b:. w cc: Joseph A. Macri, CFSC BJW/seh James F. Carl Edward E. Knauss, IV' Jered L. Hock Steven P. Miner Clark DeVere Milton Bernstein Bruce J. Warshawsky Francis J. Lafferty, IV David H. Martineau Andrew W. Norfleet Andrew C. Spears Young-Suh Koo * Board Certified in civil trial law and advocacy by the National Board n(T...nl AA'1Uli"nrtJ In re: ESTATE OF EVELYN S. CLASS, Social Security No. 207-09-1392 Date of Death: OS/24/01, Administrators: Allfirst Trust Company ofPA, N.A.; C. Frank Class, Jr.; and C. Frank Class, III IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS COURT DIVISION FILE NO. 21-01-0672 PRAECIPE TO ENTRY OF APPEARANCE TO THE REGISTER OF WILLS AND CLERK OF ORPHANS COURT: Please kindly enter my appearance as counsel to the above-referenced Estate and above- referenced Administrators of said Estate. Please kindly direct all future correspondence for Counsel to me. METZGER, WICKERSHAM, KNAUSS & ERB, P.C.: en ~J / r\ rV ~ceJ War ~wsky, Attorney J.D. No. 5879 3211 North Front Street P.O. Box 5300 Harrisburg, P A 17110-0300 (717) 238-8187 ...... ;:..:' :j 8 :r {I' r ~ ~. (1' :x:> w :::a 1'0-) co i<,~. " Date: V\\l' ~ l -0 E w Document #: 267331.1 STATUS REPORT UNDER RULE 6.12 ( o oK- Name of Decedent: Evelyn S. Class 5/24/2001 Date of Death: Will No.: 2001-00672 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 0 No 00 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 9/1 /2003 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 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ...!if..1::lJ 2003 ~~1-( Si. re \.0 ~ C"""\ 0.... Joseph A. Macri NameAllfirst Trust Company of PA r1 o (~t - I ~ :s:: 213 Market St., Harrisburg, PA 17101 Address u {..... ,.~ '. is -t:s:: JJ :; GO 717-255-2174 Telephone No. 8 . Capacity: Q9 Personal Representative o Counsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/09/2003 ALLFIRST TR CO OF PA NA 213 MARKET ST HARRISBURG, PA 17101 RE: Estate of CLASS EVELYN S File Number: 2001-00672 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 5/24/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~?ltf)P4 1M' ~~ DONNA M. OTTO ~~ DEPUTY REGISTER OF WILLS cc: V'1<'ile Counsel Judge pdA~ /W-~~. CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Evelyn S. Class 5/24/2001 Will No. 2001-00672 Admin. No. 21-01-0672 To the Register: I certify that the notice of (beneficial interest) estate administration required by Rule 5.6 (a) of the Supreme Court, Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned Estate on January 21,2004: Name Milton Hershey Medical Center Address P. O. Box 852, Hershey, PA 17033 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except, Paul Fetterman, Jr. We have been unable to locate this beneficiary. Date: 1/22/04 Signature Title ~t J os h A. Macri Ice President Trust Officer Manufacturers and Traders Trust Company of Pennsylvania Name: Address: Telephone: P.O. Box 2961, Harrisburg, PA 17105-2961 (717) 255-2174 Capacity: ~ Personal Representative _ Counsel for Personal Representative IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY ORPHANS' COURT DIVISION COMMONWEAL TH OF PENNSYL VANIA CERTIFICATION OF NOTICE UNDER RULE 6.3.1. (3) & (b) ESTATE OF: Evelyn S. Class. Deceased No.: 2001-00672 To the Clerk of Orphans' Court Division: I certify that the Audit Notice to parties in interest required by Rule 6.3.1. (a) & (b) of the Orphans' Court Rules was personally served or mailed to the following beneficiaries ofthe above-captioned estate on January 29,2004 by Regular U.S. Mail postage prepaid: Name Address C. Frank Class. Jr. 771 Walton Street. Lemoyne. P A 17043 Donald E. Straw 3200 Batesfield Road. Harrisburg. P A 17109 Florence Evelyn Matter 770 Valley Street. Marysville. P A 17053 Wesley United Church ofMarysville 450 Sylvan Street. Marysville. P A 17053 Easter Seal Society of Harrisburg 331 Bridge Street. New Cumberland. P A 17070 American Lung Association of P A 6041 LinglestownRd.. Harrisburg. PA 17112-1208 American Bible Society of New York 1865 Broadway. New York. NY 10023 Milton S. Hershey Medical Center University Drive. Hershey. P A 17033 Notice has now been given to all persons entitled thereto under Rule 6.3.1. (a) & (b) except: Paul Fetterman. as the executors are unable to locate him Date: January 29.2004 ~ 1 /G2; / . ,/^ "'") /1/ . ,,/ Be. arshfurskY, 3211 N. Front St. P.O. Box 5300 Harrisburg, P A 17110-0300 (717) 238-8187 Attorney for Accountant 297318-1 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2001-00672 ESTATE OF EVELYN S. CLASS, DECEASED FIRST AND FINAL ACCOUNT OF C. Frank Class, Jr., C. Frank Class, III, and Manufacturers and Traders Trust Company, Successor by Merger to Allfirst Trust Company of Pennsylvania, N.A., Co-Executors =================================================================~============== Date of Death: May 24, 2001 Date of Executor's Appointment: July 18, 2001 Date of First Advertisement of Letters: Cumberland Law Journal Patriot-News September 21,2001 September 8, 2001 Accounting for the Period: May 24, 2001 to January 15, 2004 ================================================================================ Purpose of Account: C. Frank Class, Jr., C. Frank Class, III, and Manufacturers and Traders Trust Company, Successor by Merger to Allfirst Trust Company of Pennsylvania, N.A., Co-Executors, offer this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: C. Frank Class, Jr., C. Frank Class, III, and Manufacturers and Traders Trust Company 213 Market Street Harrisburg, PA 17101 (717) 255-2174 OR Bruce J. Warshawsky, Esquire c/o Metzger & Wickersham 3211 North Front Street Harrisburg, PA 17110-0300 SUMMARY OF ACCOUNT Estate of Evelyn S. Class, Deceased For Period of OS/24/2001 through 11/25/2003 Page Proposed Distributions to Beneficiaries 16-18 PRINCIPAL Receipts: Per Inventory Filed 3 Net Gain (or Loss) on Sales or Other Disposition 4 Less Disbursements: Debts of Decedent 5 Funeral Expenses 5 Administration Expenses 5 Federal and State Taxes 5 Fees and Commissions 6 Balance before Distributions Distributions to Beneficiaries 7 Principal Balance on Hand 8 For Information: Investments Made Changes in Investment Holdings 9-10 INCOME Receipts: This Account 11-12 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements 13 Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 14 Investments Made Changes in Investment Holdings 15 COMBINED BALANCE ON HAND 2 Current Value Fiduciary Acquisition Value 151,346.62 130,695.62 --------------- --------------- --------------- --------------- 25,536.86 2,200.00 650.62 4,361.25 13,640.00 170,521.20 0.00 170,521.20 46,388.73 124,132.47 1,075.00 123,057.47 7,809.75 0.00 7,809.75 171.60 7,638.15 0.00 7,638.15 130,695.62 --------------- --------------- RECEIPTS OF PRINCIPAL As Per Inventory Filed: CASH: Waypoint Bank Certificate of Deposit #554311046 Waypoint Bank Certificate of Deposit #7100002159 Waypoint Bank Savings Account #0500115598 PERSONAL PROPERTY: Ladies Diamond Ring - Appraised Value Old Fur Coats - Appraised Value STOCKS/LISTED: 1,200 shares Allied Irish Bks PIc Spons ADS 500 shares Waypoint Bank 50,148.08 50,485.59 36,158.03 1,000.00 75.00 26,712.00 5,942.50 TOTAL RECEIPTS OF PRINCIPAL...... ......... 3 Fiduciary Acquisition Value 136,791.70 1,075.00 32,654.50 170,521.20 09/27/01 09/27/01 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Waypoint Bank Certificate of Deposit #554311046 Net Proceeds Fid. Acq. Value 50,148.08 50,148.08 0.00 Waypoint Bank Certificate of Deposit #7100002159 Net Proceeds Fid. Acq. Value 50,485.59 50,485.59 0.00 TOTAL GAINS AND LOSSES/PRINCIPAL........... 0.00 LESS LOSS............................. 0.00 NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . . 0.00 4 Loss 0.00 09/25/02 09/25/02 09/25/02 07/16/01 09/05/01 10/16/01 02/20/02 02/22/02 02/21/02 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT C. Frank Class - Reimbursement for pharmacy expense 523.71 Manorcare - Final bill 25,013.15 TOTAL DEBTS OF DECEDENT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . FUNERAL EXPENSES C. Frank Class - Reimbursement for funeral expenses 2,200.00 TOTAL FUNERAL EXPENSES....... ....................... ADMINISTRATION EXPENSES Cumberland County Register of Wills - Probate filing fee 268.00 Cumberland Law Journal - Cost of Advertising and proof of publication 75.00 The Patriot-News - Cost of Advertising and Proof of Publication 258.42 Baker & Price Jewelers - Appraisal Fee 21.20 Cumberland County Register of Wills - Filing and recording fees 28.00 TOTAL ADMINISTRATION EXPENSES... .................... FEDERAL AND STATE TAXES Cumberland County Register of Wills - State Inheritance Tax 4,361.25 TOTAL FEDERAL AND STATE TAXES....................... 5 25,536.86 2,200.00 650.62 4,361.25 FEES AND COMMISSIONS RESERVE: Bruce J. Warshawsky - Attorney fee 5,040.00 Filing Fees 200.00 Manufacturers and Traders Trust Company - Executor's Fee 8,400.00 TOTAL FEES AND COMMISSIONS.......................... TOTAL DISBURSEMENTS OF PRINCIPAL. . . . . . . . . . . . . . . . . . . . 6 13,640.00 46,388.73 -------------- -------------- DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Florence Evelyn Matter 09/25/02 Old Fur Coats - Appraised Value 75.00 01/14/03 Ladies Diamond Ring - Appraised Value 1,000.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 7 1,075.00 1,075.00 PRINCIPAL BALANCE ON HAND # Units Description MTB Money Market Inst I Fund #420 1,200 Allied Irish Bks PIc Spons ADS 525 Waypoint Bank 8 Current Value or as Noted 90,402.97 34,464.00 11,355.75 136,222.72 Fiduciary Acquisition Value 90,402.97 26,712.00 5,942.50 123,057.47 --------------- --------------- CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Cost Allied Irish Bks PIc Spans ADS OS/24/01 1,200 shares inventoried 26,712.00 1,200 26,712.00 -------------- -------------- Ark Money Market Portfolio oa/15/03 delivered in merger conversion to MTB Money Market Inst I Fd #420. Exchange made dollar for dollar (104,056.12) (104,056.12) Ladies Diamond Ring - Appraised Value OS/24/01 01/14/03 inventoried distributed 1,000.00 (1,000.00) 0.00 MTB Money Market Inst I Fund #420 oa/15/03 received in merger conversion from Ark Money Market Portfolio. Exchange made dollar for dollar. 104,056.12 104,056.12 Old Fur Coats - Appraised Value OS/24/01 09/25/02 inventoried distributed 75.00 (75.00) 0.00 Waypoint Bank OS/24/01 07/30/03 500 shares inventoried 25 shares received in stock split 5,942.50 0.00 525 5,942.50 -------------- -------------- 9 Waypoint Bank Certificate of Deposit #554311046 OS/24/01 09/27/01 inventoried sold Waypoint Bank Certificate of Deposit #7100002159 OS/24/01 09/27/01 inventoried sold 50,148.08 (50,148.08) 0.00 50,485.59 (50,485.59) 0.00 10 RECEIPTS OF INCOME DIVIDENDS Allied Irish Bks Plc Spons ADS 01/17/02 04/26/02 09/27/02 04/25/03 10/29/03 334.56 599.52 409.92 825.66 515.51 Waypoint Bank 11/15/01 01/17/02 02/15/02 05/15/02 08/15/02 11/15/02 02/14/03 05/15/03 08/15/03 11/17/03 42.50 42.50 50.00 50.00 50.00 50.00 55.00 55.00 63.00 63.00 TOTAL DIVIDEND INCOME................ ..... INTEREST Ark Money Market Portfolio 10/01/01 11/01/01 12/03/01 01/02/02 02/01/02 03/01/02 04/01/02 05/01/02 06/03/02 07/01/02 08/01/02 09/03/02 10/01/02 11/01/02 12/02/02 01/02/03 02/03/03 03/03/03 04/01/03 28.68 244.47 201.97 188.52 181.91 159.17 160.43 156.06 160.26 152.76 151.50 144.40 137.12 138.25 115.69 112.21 104.00 88.61 96.54 11 2,685.17 521.00 3,206.17 05/01/03 06/02/03 07/01/03 08/01/03 08/27/03 90.51 93.88 83.01 76.37 33.00 MTB Money Market Inst I Fund #420 09/02/03 10/01/03 11/05/03 12/01/03 01/02/04 40.57 62.85 64.82 64.30 64.72 Waypoint Bank Certificate of Deposit #554311046 09/07/01 Waypoint Bank Certificate of Deposit #7100002159 01/17/02 Waypoint Bank Savings Account #0500115598 09/07/01 TOTAL INTEREST INCOME..................... TOTAL RECEIPTS OF INCOME.................. 12 3,099.32 297.26 14 .17 1,046.32 146.51 4,603.58 7,809.75 08/13/02 08/13/02 10/29/03 DISBURSEMENTS OF INCOME Internal Revenue Service - Federal Fiduciary Income Tax FYE 4/30/02 120.00 PA Department of Revenue - Federal Fiduciary Income Tax FYE 4/30/02 48.00 Manufacturers and Traders Trust Company - Tax certification fee 3.60 TOTAL DISBURSEMENTS OF INCOME.................. 171.60 13 # Units Description INCOME BALANCE ON HAND MTB Money Market Inst I Fund #420 14 Current Value or as Noted 7,638.15 Fiduciary Acquisition Value 7,638.15 7,638.15 7,638.15 --------------- --------------- --------------- --------------- CHANGES IN INVESTMENT HOLDINGS - INCOME Cost Ark Money Market Portfolio OS/lS/03 delivered in merger conversion to MTB Money Market Inst I Fd #420. Exchange made dollar for dollar. (6,732.98) (6,732.98) ------------ ------------ MTB Money Market lnst I Fund #420 OS/lS/03 received in merger conversion from Ark Money Market Portfolio. Exchange made dollar for dollar. 6,732.98 6,732.98 ------------ ------------ 15 PROPOSED DISTRIBUTIONS TO BENEFICIARIES # Units or as Noted Fiduciary Acquisition Value Current Value Florence Evelyn Matter Cash Bequest Interest on Bequest 10,000.00 676.71 10,000.00 676.71 10,676.71 10,676.71 Donald E. Staw Cash Bequest Interest on Bequest 10,000.00 676.71 10,000.00 676.71 10,676.71 10,676.71 Commonwealth of Pennsylvania Escheat Office - Unable to Locate Paul Fetterman, Jr. Cash Bequest Interest on Bequest 10,000.00 676.71 10,000.00 676.71 10,676.71 10,676.71 C. Frank Class, Jr. 50% Share of Residue Principal: Cash 1,200 shares Allied Irish Bks PIc Spons ADS 525 shares Waypoint Bank 12,859.17 41,640.00 12,859.17 26,712.00 11,665.50 5,942.50 66,164.67 45,513.67 Income: Cash 3,819.07 3,819.07 Cash 3,819.07 3,819.07 -------------- -------------- -------------- -------------- 69,983.74 49,332.74 16 American Bible Society of New York, NY 20% of 50% of Residue Principal: Cash Income: Cash Central Pennsylvania Lung and Health Service Association of Pennsylvania 20% of 50% of Residue Principal: Cash Income: Cash 9,102.74 9,102.74 763.82 763.82 9,866.56 9,866.56 9,102.74 9,102.74 763.82 763.82 9,866.56 9,866.56 The Eastern Seal Society for the Handicapped Inc., 20% of 50% of Residue Principal: Cash Income: Cash Milton S. Hershey Medical Center, Successor to Elizabethtown Crippled Children's Home of Elizabethtown 20% of 50% of Residue Principal: Cash Income: Cash 17 9,102.73 9,102.73 763.82 763.82 9,866.55 9,866.55 9,102.73 9,102.73 763.81 763.81 9,866.54 9,866.54 Wesley united Methodist Church of Marysville 20% of 50% of Residue --------------------------------------------- Principal: Cash Income: Cash 9,102.73 9,102.73 763.81 763.81 9,866.54 9,866.54 -------------- -------------- -------------- -------------- 151,346.62 130,695.62 18 AFFIDAVIT C. Frank Class, Jr., C. Frank Class, III, and Manufacturers and Traders Trust Company, Successor by Merger to Allfirst Trust Company of pennsylvania, N.A., Co-Executors under the Last will and Testament of EVELYN S. CLASS, deceased, hereby declare under oath that they have fully and faithfully discharged the duties of their office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. c~~~ C. F~ank Clas~., o-Executor 4'" .- (~~~ e C. Frank Class, III, Co-Executor Company, Co-Executor Subscribed and sworn to before me this (:;)3 day . L) \C\./\CoU...oC-iJ) v ( iM~.t-Gt bf. )M.a.- Notary Public of 2004. Notarin! Segl Deanna L. Wells r.otmy Public Harnsourg, Da~lplnn c;c(,nlY My Commission Expires OcJc. 6, 2004 Member. Pennsylvania Association ot Natanes 19 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 4/15/2005 WARSHAWSKY BRUCE J ESQ CUNNINGHAM AND CHERNICOFF P.C. PO BOX 60457 HARRISBURG, PA 17110-0457 RE: Estate of CLASS EVELYN S File Number: 2001-00672 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned esta.te. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 5/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ /.' GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge vf Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/15/2005 CLASS C FRANK JR 771 WALTON ST LEMOYNE, PA 17043 RE: Estate of CLASS EVELYN S File Number: 2001-00672 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 5/24/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge t> . \ ~ -s ~ o U -ifl ~ .se o <l) .e '"'0 {b..:e <l) ~G ~ -%06$~ H ifl <l) 0 ~a~~ ~.~ ~< a'"'O~~ 1M ~ 0 '(ji c:$~U-,;:: ~ '0'0 ~ ~ 'G~OU ffi ::s: '0 o ~ ~ ~ WO ~....~o cn;l:~cn~ 1Zocn",,,,,, ~~-....~ o~ffi....o ~'O$~"" ~~~ffi~ ........~:::.~ ':":.t-::s:.... ~o-c.;l....~ ....-='0_ ....~cnt-~ ='t-oo=' ~'4~~ ooo~ U .-::. :::: -::: -::: -::: - '-::: -::: - .-::. .-::: .- .- -'i ~ ~ ~ ~ ~ ~.~ S ~ A Register of Wills of Cumberland County Name of Decedent: STATUS REPORT UNDER RULE 6.12 Evel'1v'\ ~. C fa ( S s- I;} ~ (~ d-oOI- OOu7d- Date of Death: Estate 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 wh~ administration of the estate is complete: Yes Ikr" No 0 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 p~na1 representative file a final account with the Court? Yes I:tr No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be . I I, ~ "',- .-hOO to tbineport. Date:~ 1...,(") ~ RN~ J. WCtI'lku/l/t.., Name .J d-~d-cJ A/'!fCMc/,r!. Hcv"J~~ Address f' A '71)- ~~8-&<:;7(] (IIIQ Telephone No. Capacity: 0 Personal Representative BCounsel for personal representative ) Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: E ve.-l y A.J oS ' Date of Death: .5 j; if /0 / Estate No.: o2on I - 0 ()" 7 ~ C Il+sS 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 ~ No C 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 0 No ~ b. The sep~ate Orp~' Court No. (if any) for the personal representative's account IS: 0!f1:!- c. Did the personal representative state an account informally to the parties in interest? Yes ~ No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report Date: yJr).;- I'I\AJj\J(;,ACT\J'I\-=fZ.S AtV~ -mA1:>f~5 -rl't\J;.i (uM('fiAJY, Svr(E~S0'" 'By .rvt=A 6- E ~ ID ALL F L -< ':".,' -rr.<. 'V::,T {v {1Il r?.A..J Y of ~tI6YLJ ItAI'I-A ,.; /l. Signature ~ y: C~ L-, VV\,~ \h{J'E- P~:''Il>eN--:-~~:Jg- () Fr:.J:u3/Z :s OS,tPH A . fvV\c.. t T Name \Jl(E ?I<E':;:L;) 1:.\\, +~\JST (" 2- ( ~ VV\A~v-'f:1 So '\ Address ~R(Z-r '::. ~0 R f- Q f4 I {I 0 I ; c Capacity: '7 I 7 ~~5' - L i 7 i Telephone No. ~sonalRepresentative o Counsel for personal representative u1