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Home My WebLink About01-0090 "REy.jSOOE,XoIHHlI *' COMMONWEALTH 0' PENNSYLVANIA DEPARTMENT OF REVENUE OEPT,280601 HARRI$9URG, PA 11128-060t /6 -n:b~--..5--' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ./ OFFICIAL USE ONLY FiLE NUMBER' 21 01 00090 NUMBER >- z w " w " w " -- TOECEDENT'S NAME' (lA"S'CFIRST. AND MIDDLE INITIAL) __n I ALEXANDER, REBA L. , 'OATEUFOCAIH (MM-Do:vEAR) lJATEUI- BIRIH {Jiffif-OQ-;YEA:Ry----- 10J/ll/2001 u_ _I 06/12/1914 -(IF APPLiCABLE) SURVIVING SPOUSE'S MAME(lAST, FIRST AND MlbOi.E1NrnAl)- COUNTY CODE YEAR SOCIAL SECURITY NUMBER 448-05-2159 ------ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 0--- 2. Suppiementan~etum ~------ o 3. Hemalnoer Return (elate 01 elealh pnor to 12-' :5-82) III 5. Federal Estate Tax Return Required 1 8 Total Number of Safe Deposit 8ol<e-S -B~ Original Return w >- ::.:~~ &ja..u ~oo ",,~ .." .. <( o 4a. Future In.terest Compromise (date of death afler12-12-82) o 7. Decedent Maintained a Living Trust (Altad1 copy of Trusl) o 10. Spousal Poverty Credit (date of death between _12-31-91 and 1-1-95) o 4. Limited Estate Ill! o 6. Decedent Died Testate (Attach copy ofW"I) 9. Litigation Proceeds Received o 11.Election to tax under Sec. 9113(A)(Ailach Sch OJ .>- lfiz ~~ OZ ,,~ IRM NAME (If applicable) Martson Deardorff Williams & Otto z o ~ :> >- 0: <( " w " ELEPHONE NUMBER 7171243-3341 11.R:ea,Est.t; (SChed~;; A) .. .._~~=-~'u i 2. Stocks .nd 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. InterNivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total lines 9 & 10) (11) 73,377.57 (12) 915,069.08 (13) 355,534.54 (14) 559.534.54 (8) 988,446.65 (9) (10) 72,006.56 1,371.01 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) ! SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(.)(1.2) x .00 (15) z o " ;! :> .. " o " ~ x .045 (16) 16.Amount of line 14 taxable at lineal rate (17) 1,200.00 10,000.00 x .12 17. Amount of line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate (18) 82,43018 549,534.54 x .15 19. Tax Due (19) 83,630.18 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 6620 Carlisle Pike CITY . --- i.STATE PA I.ZIP 1"7055 Mechanicsburg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 83,630.18 76,000.O<T 4;000.00 Total Credits (A + B + C) (2) 80,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty A. Enter the interest on the tax due. S. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 --~,-- (4) (5) 3,630.18 (5A) (5B) 3,630.18 Total [nteresUPenatty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;..... .........................,.................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income;..................,............. 0 ~ C. retain a reversionary interest; or............ ...................................................................................... 0 ~ d. receive the promise for fife of either payments, benefits or care? .......................................................... 0 181 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?................................................ ........................................"...... 0 ~ o 181 o 181 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?...... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................... ........................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. under' penalties ofpei!ury, fdeiclare that! -have examined this return, including accompanying schedules-and statem-erifs;-.iind io the beiloTmy- kiiowledge and belief. ii is tn.ie~-c6rieaan(,-comp(e te.- Declaration of preparer ott\er ~hal"l ~he ?erscr,a! represeI1\a\we IS based 0T'1 a\l information of which preparer has any knowledge. SlGNATUREOFPERSONRESPONSIBlEFORFIUNGRETURN- ---;AJ)DRESS ,- .-------- --~- DATE - i200 Greenspring Lane Silver Spring, MD 20904 --~ADOF~E:SS-- 5~t~k&~~d16~~N /~ /~I --------~IE. ~~~R.'"NIAIIVE ADORE::>:;) 07i:TE- loler/Df 10 East High Street Carlisle, PA 17013 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 30/0 [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% (72 P.S. ~9116 (a) (l.l) (U)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years af 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 4.50/0, except as noted in 72 P.S. ~9116 1.2) 172 P.S. ~9116 (a) (1)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. *' SCHEDULE A REAL EST ATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE-SlOE.Ni OEceOENT ESTAt~:OF ~LEXANDER, REBA L-~ "- IF1LE ~~~~1~~~090" All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined 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 whicli is jointly-owned witn right of survivorship must De disclosed on schedule F. ____------1- ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH ns,OOO.oO UResidenceSin.ate at 6620 Carlisle Pike:" Mechanicsburg; Silver Spring TOwllship,-Cuinberland CountY:- PA, parcel no. 38-18-1332~001. Value is actual sale price. See copy of settlement statement and Deed to Sherryl A. Sunday attached. TOTAL (Also enter on Line 1, Recapitulation) 115,000.00 '* I I _~__n SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYL V ANI" INHERITANce TAX RETURN RESIDENT DECt:DENT -- -_._-'---~--"---- ______u__ - ---]FiLE NUMBER- -- . 21-01-00090 _L_ __ ____ ESTATE OF ALEXANDER, REBA L. All property jointly-owned with right of survivorship must be disclosed on Schedule F. 8.156251 ___I VALUE AT DATE OF DEATH 3~2'15Tl ITEM - DESCRIPTION N~~ERf404 ihares,CNA;-colmiiOri,ctisIp 126119106 __n , UNIT VALUE 2 200 shares,EXELON CORP., common, CUSIP 30161NlOIO 56.77 11,354.00 5.218750 30,978.50 36.5 8,030.00 39.875 17,943.75 30.5 30,195.00 84.84 3 5936 shares, KCS, common, CUSIP 482434206 1220 shares, PPL, common, CUSIP 69351Tl06 4 5 1450 shares, Public Service Enterprise, common, CUSIP 744573106 990 shares, NUl, common, CUSIP 629431107 6 7 I CNA, accrued dividend I n TOTAL (Also enter onlin.. 2, Recapitulation)-- - 101,881.22 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY J__ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT . __ J 'I FILE NUMBER U_ 21 - 01 - 00090 . __.....L_ .._______ --------- ESTATE OF ALEXANDER, REBA L 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. VALUE AT DATE OF DEATH 42,780.00 ITEM NUMBER 1 Cash In safedeposit b~-- DESCRIPTION 2 u.s. Savings bonds, per inventory attached 238,994.40 3 Alltirst Checking #10465693 11,908.26 4 Allfrrst, Money Market #94261466 84,940.13 5 Alltirst, Money Fund Alternative #950551615 99,956.01 6 Allfrrst, CD. #80000002186897 14,005.87 7 Alltirst, CD. #87008000190842 36,840.69 8 Allfrrst, CD. #87008100493413 25,814.99 9 26,939.75 Alltirst, CD. #87008100659885 Allfrrst, CD. #87008100660980 28,630.84 10 11 M&T Bank, Savings Account #15004198357088 12,069.95 12 PNC, CD. #21001014004 13,083.45 13 PNC, CD. #31900178055 15,458.70 14 PNC, CD. #31600177628 15,458.70 15 PNC, C.D. #31400192614 12,817.66 16 PNC, Checking #5080337457 50,636.42 17 1995 Chevrolet Caprice station wagon, actual sale price 9,000.00 18 Platinum watch, synthetic sapphire & diamond brooch, appraised value 335.00 19 Personalty, per appraisal 10,075.00 20 Proceeds of auction of personalty 9,555.25 Total of Continuation Schedule(s) 2,264.36 762,565.43 TOTAL (Also enter on Line 5, Recapitulation) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT QECEOENT I ----,,-, ------------ ESTATE OF ALEXANDER, REBA L. : FILE NUMBER I 21 - 01 - 00090 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. Tv~~~~3TE --I 1,000.00 I 100.00 320.80 --~_.-----I.- ITEM i NUMBER' ---'2T . I Ladies -platinum-diamond ring;-per iippraisaJ DESCRIPTION 22 Cash in purse 23 Various refunds 24 i Refunds of insurance premium and income tax 793.47 25 Thomas Sunday, real estate tax. proration 1,050.09 -~- I L_ .. Page 2 of Schedule E '* SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF I FILE NUMBER ------ ~LE~NDER,~~A L. ___ _ __l 21 - 01 - 0009~ . . - .-- This schedule must be completed and filed If the answer to any of questions 1 through 4 on page 2 is yes. - ;;~~- ~"'. CNde~he ~~ m. lhe ~~~~~::~~~. .~. ~::toO:';~~"dthe dale ollcan,I", ~;TE OF OEAT~O~g6-S :CLUSI~N TAXABLE VALUE NUMBER Allaoh a copyollhe deed 1o'",a'..Iale. ALUE OF ASSET INTEREST (IF APPLICABLE) --1-- - $5;000 cash gifft"Edward Walters (friend) in Octobe";- 5:000.00 100% 3,000.00 2,000.60- 2000 2 I $10,000 cash gift to Mary Ann McCaskill (niece) in , January, 2001 I 10,000.00 100% 3,000.001 7,000.00 I I Ii . I . . ~_____ __L_.l.___ TOTAL (Also enter on line 7, Recapitulation) 9,000.00 .1 CCMMONWeALTHOfPENNS'r'LVAN1A I INHERITANCE TAX RE11JRN RESIDENT DECEDENT ~~~ SCI-EDUI..E H FUllERALEXPENSES& ADIItWSTRA11VE COSTS I -".------.--..----- ----~- -~-IFILENUMBER-- ~__ _______~l~:00090 ESTATE OF ALEXANDER, REBA L. Debts of decedent must be reported on Schedule I. ~~~:R I -~-- DESCRIPTION ~~~ -- -LA~OUNT A- ~ --TFUNERAL Ej(PENSE~ --------- - I \ Myers Funeral Home, Mechanicsburg, P A B. I ADMINISTRATIVE COSTS: Personal Representative's Commissions Patricia E. Knauss Social Security Number(s) I ErN Number of Personal Representative(s): Street Address 200 Greenspring Lane City Silver Spring State MD Zip 20904 i Year(s) Commission paid 2. Attorney's Fees Martson Deardorff Williams & Otto (estimated) 1. 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address State Zip 4. City Relationship of Claimant to Decedent Probate Fees Cumberland County Register of Wills 5. Accountant's Fees Ashway, Haar & Fuller, tax advice 6. Tax Return Preparer's Fees Ashway, Baar & Fuller, 2000 income tax returns 7. 1 2 3 Other Administrative Costs Cumberland Law Journal, Advertising Letters Testamentary The Sentinel, Advertising Letters Testamentary Register of Wills, Short Certificates Total of ContinuatIon Schedule(s) TOTAL (Also enter on line 9. Recapitulation) 1,135.00 33,000.00 20,000.00 302.00 490.00 2,270.00 75.00 87.35 39.00 14,608.21 72,006.56 '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SchecUe H I FlI1eIaIExpenses & _ __ -"'i~inistraliveCosts_.....ltit RJed___ J ESTATE OF ALEXANDER, REBA L. 4 Register of Wills, Filing fee, inheritance tax return 5 Mountz Jewelers, appraisal fee, jewelry 6 Postage 7 Register of Wills, certified copy of Will Recorder of Deeds, copy of Deed 8 9 10 Bank of America, checkbook charges, estate account Bank of America, service fees II Burtonsville Auto Body, car repairs 12 ZAIC, vehicle insurance pending sale 13 14 ZAIC, homeowners insurance pending sale Colesville Exxon, vehicle service 15 Shipley Oil, oil service pending sale of real estate 16 17 18 Verizon, phone service during administration FILE NUMBER I 21-01-00090 ---- 1.- -- I H&N Landscaping, lawn service pending sale of real estate Silver Spring Township Authority, sewer service pending sale of real estate 19 y ark Waste Disposal, trash service 20 21 PPL, electric service pending sale of real estate Pa. American Water Co., water service pending sale of real estate 22 Hartford Insurance 23 Eleanor Meratzo, consignment expense 24 Greenan & Sons, jewelry appraisal 25 Jack Gaughen Realtor, sales commission 26 Recorder of Deeds, 1 % realty transfer tax 27 28 Debra Wiest, Tax Collector, proration of real estate tax through sale Reserved for additional probate fee, filing fees for Account, and other miscellaneous expenses I I __L___ , I Page 2 of Schedule H 15.00 75.00 30.00 2.00 1.50 18.00 55.76 339.18 185.50 158.00 21.80 113.17 147.63 674.16 161.50 174.64 523.26 64.06 292.00 245.00 20.00 8,150.00 1,150.00 991.05 1,000.00 '* SCHEDULEr DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE. TAX RETURN ___ ___ _ _ _RESIDEN~~ECfDE~~________ i_______ -..- ---- .--- ESTATE OF ALEXANDER, REBA L. .1 .. - 'FILE NUMBER~. --.l_ 21.:.~~.()090 Include unreimbursed medical expenses. ITEM NUMBER I Shipley -Energy, account payable DESCRIPTION AMOUNT 321:64 2 Silver Spring Township Authority, account payable 80.75 3 Verizon, account payable 91.30 4 Engle Publishing, account payable 47.00 5 PPL, account payable 140m 6 AT&T, account payable 44.20 7 u.s. Treasury, 2000 income tax 333.00 8 Debra Wiest, County/Township real estate tax from 1/1/01 (proration included on Schedule "E") 291.36 9 Pa. American Water Co., account payable 15.75 TOTAL (Also enter on Line 10, Recapitulation) 1,371.01 *' SCHEDULE J BENEFICIARIES L_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALEXANDER, REBA L. FILE NUMBER 21 - 01 - 00090 RELATIONSHIP TO DECEDENT ;___..QQ Not List TrustetlsL__ AMOUNT OR SHARE OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Lottie Shock 200 Greenspring Lane, Silver Spring, MD Sister 10,000.00 2 Patricia E. Knauss 200 Greenspring Lane, Silver Spring, MD Niece $50,000 + 50% estate residue 3 Kristen Knauss 200 Greenspring Lane, Silver Spring, MD Great-nephew 15,000.00 4 Eleanor N ieratko 14 Richmond Road, Edison, NJ Sister-in-law 20,000.00 5 Allen R. Peiffer 571 Hillcrest Dr., Carlisle, P A 17013 None 20,000.00 6 Mary Ann McCaskill ! Route 1, Box 79, Ehnore City, OK Niece 50,000.00 I See Continuation Schedule(s) attached I : Enter dollar amounts for distributions shown above on lines 15 through 17. as appropriate, on Rev 1500 cover she~t , II. : NON-TAXABLE DISTRIBUTIONS: IA. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Hughes United Methodist Church Organ Fund 10700 Georgia Avenue, Wheaton, MD 20902 (25% estate residue) Holy Spirit Hospital 503 North 21st Street, Camp Hill, PA 17011 (12.5% estate residue) American Red Cross, Capital Region, 1804 North 6th Street, Harrisburg, PA (12.5% estate residue) 177,767.27 88,883.63 3 88,883.64 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEjT 355,534.54 COMMONW~NNSYlVANIA I INHERITANCE TAX RETURN J ~~_I~~NT DECEDENT _ _____ . SCHEDULE J BENEFICIARIES continued ESTATE OF I. I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS (include O~trighl sp~~~al di;trlbutionS) 7 'Tommy LaMascus : Box 16, MaysvilJe, OK 8 I Virginia Wingo Route 2, Box 150, Davis, OK - , I' FILE NUMBER .-- _____ .2~- 01 - 00090 -J-':ti5:_ r~~^~- I None 5,000.00 ALEXANDER, REBA L. NUMBER 9 Mary Richardson I P.O. Box 704, Davis, OK 10 'J. F. LaMascus 21211 E. Perry Way, Covina, CA None 5,000.00 None 5,000.00 None 5,000.00 None 5,000.00 !None 5,000.00 II Nelson Rudiak 5500 Old Oneida Rd., Rome, NY 12 Doreen Rudiak McGirl 80 Catherine St., South Bound Brook, NJ Page 2 of Schedule J ..r It tl. . LUf"" u.s. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.QFHA 2DFmHA 3.~CONV. UNINS. 4nVA 5.DCONV. INS. SETTLEMENT STATEMENT b. ~~%-12SUND~Y-ALEX I r. LV"" ". : IN~ C;A~. 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 ,/POC)" were paid outside the closing; they are shown here for informations/B"ur,goses and are not included in the totals. ;,0 ~198 (566- 2.5UNDAV.AlEX.PFDI5486-12.SUNDAY-AlEX(5) D. NAME AND ADDRESS OF BORROWEK: T NAME A RESS OF SELLER: NAM. AND ADDRESS OF LENDER: Thomas C. Sunday and Estate of Reba Alexander OrrstoVt Sherryl Ann Sunday . P.O. Box 217 ~ New Kingstown, PA 17072 - G. PROPERTY LOCATION: H. SETTLEMENT AGENT: ,TE: 6620 Carlisle Pike Martson Deardorff Williams & Otto Mechanicsburg, p.o.. 17055 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 10 East High Street I Carlisle, P A 17013 ~~ : : 1 Ul. L;ontract::;:8 es nee I 115,000.00, 401, Contract Sales nee I.UO lUL ...ersonal...roperty 402. arsonal Property 1 U~. ::settlement \Jnarges to I:wrrower (Line 1400) 2.718.00 I 403. lOq. qOq. lUO. 405: ~to~ sm t r s a e e lUb. LDunty/1 wp. I axes 07/26/01 to "'b."" 405. Gountyll wp. Taxes I 126.92 1 U f, ~cnODI I axes U ,,<O/UI to 923. . tict'lOol I axes to I ""'.11 IIU~. f\ssessmen\s to ~sessments to 1109. 409. ,110. q1U. 111. 411: I ,112. 412. I 120. GROSS AMOUNT DUE FROM BORROWER I "".76".U9 420. GROSS AMOUNT DUE TO SELLER I I <O,vo".09 .<vv. '" ~"'UOf vr : ~. REU= ' uu~ : : 201. DepOSit or eamest money 5,000.UO 1501. Excess DepOSit (see InstructionS) I 2U2. >,nnclpa' Amount ot New LOan!S) ).00 502. 5et\lemenl Charges to 5eller (Lme 1400) , 10.291.05 2U:;. I=xlslln9 10an{s) taken suoJect to ~xlSlfng loan(s) taken suoJect to ; 204. I 504. payo" OT msl Mongage ! 205. I r0U5~ PaYO'ffOrsecono Mongage 1 206. 1506. I 2U7. I 507. (DepOSit ISO. as proceeos) I 2U". 1508. I "U9. 1509. , d'ustments or terns n al el/er ustments For Items Unoai t Bv Seller ,t.. IV. \.....oumyfTwp. Taxes to I 510. CountylTwp. I axes to I ,t..1-1. ~cnool Taxes to 5f1. School Taxes to ,t.. \ L... ,..."ssessments to . 512. Assessments to 213. 5D. 214. m. < 10. :iT!;:- I <10. 516. ! ''If. 517. , Lltl. 518. "m 519. 220. TOTAL PAID BYIFOR BORROWER 225;oom 520. TOTAL REDUCTION AMOUNT DUE SELLER 10.291.05 'UU. '-A"", III : 600. : JUl. Gross Amount Due from Borrower {Line 120} I 118,lbtl.U" 601. Gruss Amount uue I 0 Miler (Line 420) I 116.050.09 JU". Less Amount eaid Clyteor Borrower (Line 220) I( 225.1 602. Less KeaUetlons Uue Miler (Line 020) I{ 10,291.05) 303. CASH ( FROM) ( X TO) BORROWER : 106.231.91 603. CASH ( X TO) ( FROM) SELLER 1Ub,ib~.Uq OMS NO 2502-0265 ~ '\ <=:" J..te J.S SCH."A") 5tH- ...) .,.. ) Sc..{-I. "1-1" ;::C~s '1 (.;l.S-:'l1) (112_1 HUD-1 (3-86) RESPA. HB43052 L. li" I " 700. TuTAL COMMlliSluN tl.sed on ..rice $ @ % 8,050.00 PAID FROM PAID FROM Division of Commission (/ine 700) as Follows: BORROWER'S SELLER'S I 7U1. $ ".U"U.UU La ,Jac/\ uaugllen I""\eanor FUNDS AT FUNDS AT 1702.1> ,0 SETTLEMENT SETTLEMENT i (UJ, l,,;.OmmlSSlon t"'altJ al ~eUlemenl O,UOU.UU : IU4. I ransaC[lon ee to JaCk liaugnen eallor lUU.UU 'UU.IICMli "N l::SU1. LOan ungma Ion rea u.vvvv 10 IQ urrs own OanK vUU.uu tlU~. Loan uIscount 'I. to OUj. Appraisal' ee 0 OU4. <.;reart Kepon to l::suo. Lenoer 5 inspection ree to OUO. Mongage Ins. App. 'ee to !::Sur. Assump Ion rea to OUO. au.. 101u. 1011. 1900, ITEMS Itly 901. Interest From to @ $ Iday ( days 7.0000%) I ~U:l. MOrtgage Insurance t"remlum or months to 1903. Hazara Insurance ,....remlum ror years to 1904. 1905. 'IICU """ 1001. Hazard Insurance months @ $ per montn 1002. Mortgage Insurance montns @ $ per montn '1003. CoumYfl wp. axes montns @ $ per month '1004. Sc 00 axes montns @ $ per montn lUUb. Assessmenffi montns $ per monUI 1UUO. momrs . per manm 1UUf. months $ per montn 1008. months @ $ per month l1UU, 1101. Settlement or Closing Fee to 1102. Abstract or Title Search to 1103. Title Examination to 1104. Iltle Insurance I::Slncler to 11 U5. Uocument ,",reparation to III UtL Notary rees to 11107. Attorneynees to Martson Deardom vVllllams '" UtlO .uu.uu fincludes above item numbers: ) 111 m;:. IltIe Insurance to (includes above item numbers: ) ! l1U~. Lenclers L:overage . 1"1 U. uwner s "overage $ 1"". ;jeller s ""orney s rees ru.... 1"1L '1113. 1200. <;0_ 1201. Recording Fees: Deed $ 25.50, Mortgage $ 33.50, Releases $ 59.00 1LUL. l".;IIY/L,;OUn y raxt:::itamps:ueeu , ,v,o"gage 1,1= lLU;J. ~[ate I axJ~tamps: Kevenue :::itamps 1,lOU.UU; Mortgage . IOU.UU 1204. l<U". ~ 1300. _"CI 1301. Survey to 1~U2. Pest Inspection to 11303. Tax ReceIpt Certllcanons to Debra Basesnore VVlest :SUnday ..uu [ 1304. 2001 ScnoOI I axes to ueora tjasesnore VVlest 991.05 I 13U5. 11400, 'UrAL"", ' (tnter on LineS lUJ, :tectlon J ana :i02, oel;alon r\.1 <.f lO.UU 10,29CU5' By Signing page 1 of this statement, the signa tones acknowledge receipt or a comPlete~ tnis two page statement. Page 2 CertifIed to be a true copy. Martson Deardortf Williams & Otto 6.1z. ) (5486-12.SUNDAY-ALEX 154B6.12.SUNDAY-AlEX 16 ) Inventory 1 Accrual Bonds Redemption Date: 1/2001 Issue Yield Next Final Serial Number Denom. Series Date Value Interest To Date Accrual Maturity X2224542EE $10,000 EE 10/1992 $8,024.00 $3,024.00 6.00% 4/2001 10/2022 . X2224643EE $10,000 EE 10/1992 $8,024.00 $3,024.00 6.00% 4/2001 10/2022 . X2224644EE $10,000 EE 10/1992 $8,024.00 $3,024.00 6.00% 4/2001 10/2022 . D93B30970E $500 E 7/1971 $2,432.40 $2,057.40 6.48% 5/2001 7/2001 D93831135E $500 E 8/1971 $2,438.20 $2,063.20 6.49% 6/2001 8/2001 D9383113% $500 E 9/1971 $2,438.20 $2,063.20 6.49% 7/2001 9/2001 D93831181E $500 E 10/1971 $2,374.80 $1,999.80 6.50% 2/2001 10/2001 D94494422E $500 E 11/1971 $2,374.80 $1,999.80 6.50% 3/2001 11/2001 D94494425E $500 E 12/1971 $2,381.00 $2,006.00 6.51% 4/2001 12/2001 D94494491E $500 E 1/1972 $2,404.00 $2,029.00 6.55% 5/2001 1/2002 D94 4 94 4 9% $500 E 2/1972 $2,409.60 $2,034.60 6.56% 6/2001 2/2002 D94494507E $500 E 3/1972 $2,409.80 $2,034.80 6.56% 7/2001 3/2002 D94687443E $500 E 4/1972 $2,362.60 $1,987.60 6.60% 2/2001 4/2002 D94587460E $500 E 5/1972 $2,362.60 $1,987.60 6.60% 3/2001 5/2002 D945874C,6E $500 E 6/1972 $2,369.20 $1,994.20 6.61% 4/2001 6/2002 D95218275E $500 E 7/1972 $2,392.20 $2,017,20 6.65% 5/2001 7/2002 iY)S2182F~1E $500 E 8/1972 $2,397.40 $2,022.40 6.66% 6/2001 8/2002 D100234918E $500 E 9/1972 $2,397.40 $2,022.40 6.66% 7/2001 9/2002 D100769184E $500 E 10/1972 $2,350.40 $1,975.40 6.70% 2/2001 10/2002 D100769187E $500 E 11/1972 $2,350.40 $1,975.40 6.70% 3/2001 11/2002 D101052741E $500 E 12/1972 $2,355.60 $1,980.60 6.71% 4/2001 12/2002 0101052848E $500 E 1/1973 $2,378.20 $2,003.20 6.75% 5/2001 1/2003 D101385121E $500 E 2/1973 $2,384.20 $2,009.20 6.76% 6/2001 2/2003 OlO1052858E $500 E 3/1973 $2,384.20 $2,009.20 6.76% 7/2001 3/2003 Dl01385123E $500 E 4/1973 $2,337.40 $1,962.40 6.81% 2/2001 4/2003 D101903632E $500 E 5/1973 $2,337.40 $1,962.40 6.81% 3/2001 5/2003 0,019Cl3648E $500 E 6/1973 $2,343.00 $1,968.00 6.82% 4/2001 6/2003 OlO1903650E $500 E 7/1973 $2,365.60 $1,990.60 6.85% 5/2001 7/2003 Dl01903860E $500 E 8/1973 $2,370.80 $1,995.80 6.86% 6/2001 8/2003 0102353901E $500 E 9/1973 $2,371.20 $1,996.20 6.86% 7/2001 9/2003 Dl02353910E $500 E 10/1973 $2,324.60 $1,949.60 6.92% 2/2001 10/2003 D102353915E $500 E II /1973 $2,324.60 $1,949.60 6.92% 3/2001 1l/2003 01023539171': $500 E 12/1973 $2,281.80 $1,906.80 6.80% 6/2001 12/2003 0102353920E $500 E 1/1974 $2,281.80 $1,906.80 6.80% 7/2001 1/2004 0102353922E $500 E 2/1974 $2,237.00 $1,862.00 6.85% 2/2001 2/2004 DI02705441E $500 E 3/1974 $2,237.00 $1,862.00 6.85% 3/2001 3/2004 0102705446E $500 E 4/1974 $2,237.00 $1,862.00 6.85% 4/2001 4/2004 0102705450E $500 E 5/1974 $2,258.40 $1,883.40 6.8n 5/2001 5/2004 0103096503E $500 E 6/1974 $2,263.80 $1,888.80 6.90% 6/2001 6/2004 0103094803E $500 E 7/1974 $2,263.80 $1,888.80 6.90% 7/2001 7/2004 0103096520E $500 E 8/1974 $2,219.40 $1,844.40 6.96% 2/2001 8/2004 Dl03751011E $500 E 9/1974 $2,219.40 $1,844.40 6.96% 3/2001 9/2004 Dl03751013E $500 E 10/1974 $2,219.40 $1,844.40 6.96% 4/2001 10/2004 iJ103351568E $500 E 11/1974 $2,240.60 $1,865.60 6.99% 5/2001 11/2004 Dl03836812E $500 E 12/1974 $2,246.20 $1,871.20 7.00% 6/2001 12/2004 0103836817E $500 E 1/1975 $2,245.80 $1,870.80 7.00% 7/2001 1/2005 Dl03836823E $5DO E 2/1975 $2,201. 80 $1,826.80 7.06% 2/2001 2/2005 DI04705890E $500 E 3/1975 $2,201.80 $1,826.80 7.06% 3/2001 3/2005 D104705287E $500 E 4/1975 $2,201.80 $1,826.80 7.06% 4/2001 4/2005 0104705290E $500 E 5/1975 $2,223.00 $1,848.00 7.10% 5/2001 5/2005 0104/0S231E $500 E 6/1975 $2,228.20 $1,853.20 7.11% 6/2001 6/2005 0104704630E $500 E 7/1975 $2,228.20 $1,853.20 7. II % 7/2001 7/2005 0104704635E $500 E 8/1975 $2,184.60 $1,809.60 7.17% 2/2001 8/2005 D10 4704 638E $500 E 9/1975 $2,184.60 $1,809.60 7.17% 3/2001 9/2005 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) . = Possibly eligible for U,S, Savings Bond Education Benefit Program, See footnotes on Inventory Summary page. /" , /3; l 1 sttl \\f "> I-k-rll ~ Inventory 1 Accrual Bonds (continued) Redemption Date: 1/2001 Issue Yield Next Final Serial Number Penom. Series Date Value Interest To Date Accrual Maturity D104704b51E $500 E 10/1975 $2,184.60 $1,809.60 7.17% 4/2001 10/2005 Dl05070417F. $500 E 11/1975 $2,206.00 $1,831. 00 7.22% 5/2001 11/2005 D10S070423E $500 E 12/1975 $2,210.80 $1,835.80 7.22% 6/2001 12/2005 D201106654E $500 E 1/1976 $2,211.00 $1,836.00 7.22% 7/2001 1/2006 D201106661E $500 E 2/1976 $2,146.60 $1,771.60 7.25% 2/2001 2/2006 D201106667E $500 E 3/1976 $2,146.60 $1,771.60 7.25% 3/2001 3/2006 D202115501E $500 E 4/1976 $2,146.60 $1,771.60 7.25% 4/2001 4/2006 D201106674E $500 E 5/1976 $2,167.00 $1,792.00 7.29% 5/2001 5/2006 D201106678E $500 E 6/1976 $2,171.80 $1,796.80 7.30% 6/2001 6/2006 D201106677E $500 E 6/1976 $2,171.80 $1,796.80 7.30% 6/2001 6/2006 D202115701E $500 E 8/1 97 6 $2,108.20 $1,733.20 7.33% 2/2001 8/2006 D202115706E $500 E 9/1976 $2,108.20 $1,733.20 7.33% 3/2001 9/2006 D202701724E $500 E 11 /197 6 $2,128.80 $1,753.80 7.37% 5/2001 11/2006 D20270172SE $500 E 11/1976 $2,128.80 $1,753.80 7.37% 5/2001 11/2006 D202701728E $500 E 12/1976 $2,134.80 $1,759.80 7.38% 6/2001 12/2006 D20nl0424E $500 E 1/1977 $2,134.80 $1,759.80 7.38% 7/2001 1/2007 D20rl10430E $500 E 2/1977 $2,072.60 $1,697.60 7.41% 2/2001 2/2007 D203735354E $500 E 3/1977 $2,072.60 $1,697.60 7.41% 3/2001 3/2007 D203433688E $500 E 4/1977 $2,072.60 $1,697.60 7.41% 4/2001 4/2007 D20 3 73 5 3 S 9E $500 E 5/1977 $2,093.20 $1,718.20 7.45% 5/2001 5/2007 0204335918E $500 E 4/1977 $2,072.60 $1,697.60 7.41% 4/2001 4/2007 0203914455E $500 E 7/1977 $2,097.20 $1,722.20 7.46% 7/2001 7/2007 0203914462E $500 E 8/1977 $2,036.00 $1,661.00 7.49% 2/2001 8/2007 0203736462E $500 E 9/1977 $2,036.00 $1,661.00 7.49% 3/2001 9/2007 0204341335E $500 E 10/1977 $2,036.00 $1,661.00 7.49% 4/2001 10/2007 ::>203914472E $500 E 11/1977 $1,867.20 $1,492.20 7.10% 5/2001 11/2007 0203914468E $500 E 11/1977 $1,867.20 $1,492.20 7.10% 5/2001 11/2007 0;:>03914480E $500 E 12/1977 $1,872.40 $1,497.40 7.12% 6/2001 12/2007 0205235432E $500 E 1/1978 $1,872.40 $1,497.40 7.12% 7/2001 1/2008 D20S235441E $500 E 2/1978 $1,817.80 $1,442.80 7.14% 2/2001 2/2008 D205235446E $500 E 3/1978 $1,651.20 $1,276.20 6.70% 3/2001 3/2008 0205684432E $500 E 4/1978 $1,651.20 $1,276.20 6.70% 4/2001 4/2008 D206779244E $500 E 5/1978 $1,585.20 $1,210.20 6.51% 5/2001 5/2008 1J20 677 9248E $500 E 6/1978 $1,589.20 $1,214.20 6.52% 6/2001 6/2008 0206077043E $500 E 7/1978 $1,589.40 $1,214..40 6.52% 7/2001 7/2008 0206779263E $500 E 8/1978 $1,558.40 $1,183.40 6.58 % 2/2001 8/2008 0206077047E $500 E 9/1978 $1,558.40 $1,183.40 6.58% 3/2001 9/2008 D206077062E $500 E 10/1978 $1,558.40 $1,183.40 6.58% 4/2001 10/2008 0206795412E $500 E 11 /197 8 $1,573.00 $1,198.00 6.62% 5/2001 11/2008 0206795416E $500 E 12/1978 $1,577.40 $1,202.40 6.64 % 6/2001 12/2008 D206077049E $500 E 1/1979 $1,577.60 $1,202.60 6.64 % 7/2001 1/2009 D206795425E $500 E 2/1979 $1,546.60 $1,171.60 6.70% 2/2001 2/2009 D206077055E: $500 E 3/1979 $1,546.60 $1,171.60 6.70% 3/2001 3/2009 020607705% $500 E 4/1979 $1,546.60 $1,171.60 6.70% 4/2001 4/2009 0206795443E $500 E 5/1979 $1,561.60 $1,186.60 6.75% 5/2001 5/2009 020920nOOE $500 E 6/1979 $1,565.20 $1,190.20 6.76% 6/2001 6/2009 D209202703E $500 E 7/1979 $1,565.20 $1,190.20 6.76% 7/2001 7/2009 0207095284E $500 E 8/1979 $1,534.60 $1,159.60 6.82% 2/2001 8/2009 02C19202706E $500 E 9/1979 $1,534.60 $1,159.60 6.82% 3/2001 9/2009 020920n08E $500 E 10/1979 $1,534.60 $1,159.60 6.82% 4/2001 10/2009 020920n09E $500 E 11/1979 $1,549.00 $1,174.00 6.87% 5/2001 11/2009 D209206377E $500 E 12/1979 $1,549.00 $1,174.00 6.87% 6/2001 12/2009 1 = Not eligible for payment (purchase price) 2 = Matured (exchangeable for HH) 3 = Matured (not exchangeable) . = Possibly eligible for U.S. Savings Bond Education Benefit Program. See footnotes on Inventory Summary page. (2/3) Inventory 1 Inventory Summary Redemption Date: 1/2001 Number Inventory Redemption of Bonds Value Value Interest Accrual Bonds Pre-January 1990 Issue Dates: 103 $214,922.40 $214,922.40 $176,297.40 January 1990 and Later Issue Dates: 3 $24,072.00 $24,072.00 $9,072.00 . 106 $238,994.40 $238,994.40 $185,369.40 Current Income Bonds 0 $0.00 $0.00 $0.00 Inventory Totals 106 $238,994.40 $238,994.40 $185,369.40 Footnotes * Proceeds from Series EE & I Savings Bonds with issue dates beginning January 1990 !llay be eligible for special tax exemption when used for post-secondary education. For further information concerning the benefits and restrictions that apply, please contact the Internal Revenue Service. 1 These bonds are not eligible for payment within 6 months of their issue date. 2 These bonds have reached final maturity and will earn no additional interest. 1'hey can be exchanged for HH Bonds within a year of their final maturity date. 3 These bonds have reached final maturity and will earn no additional interest. They are not eligible for exchange for Series HH Bonds since they have been held over a year past their final maturity date. (3/3 ) U allfJrst March 1, 2001 Allftrst Financial Center N.A. PO. Box 900 MiIlsboro, DE 19966 Martson Deardorff Williams & Otto AU: Corrine L. Myers Ten East High Street Carlisle, PA 17013 RE: Estate of Reba L. Alexander Date of Death: January 11, 2001 Bocial Security Number: 448-05-2159 Dear Ms. Myers: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type............. ............. Relationship w/lnt. Checking Account Account Number....... ................ 0010465693 Ownership (Names of)............... Reba L. Alexander or Benjamin Alexander Opening Date........................... 08/28/64 Balance on Date of Death... .....$ 11,902.99 Accrued Interest $ 5.27 Total................. .....................$ 11,908.26 2. Account Type........................... Money Market Account Account Number....................... 0094261466 Ownership (Names of) ............... Reba L. Alexander Opening Date........................... 01/28/85 Balance on Date ofDeath.........$ 84,924.42 Accnled Interest $ 15.71 TotaL.................... ......$84,940.13 sC.-l-t. "f. ", J...~S 3-10 (r/4) . Page 2 3. Account Type........ .................. Money Fund Alt. Account Account Number....................... 0950551615 Ownership (Names of)............... Reba L. Alexander Opening Date........................... 07(18(00 Balance on DateofDeath.........$ 99,913.47 March 1, 2001 Total. $ 42.54 .$ 99,956.01 Accrued Interest 4. Account Type......................... . Certificate of Deposit Account 13 MOS Account Number.. ... ... ............ ... 80000002186897 Ownership (Names of)............... Reba L. Alexander Opening Date....................... ...01(09(01 Balance on Date of Death..... ...$14,000.00 Accrued Interest $ 5.87 Total............................. .........$ 14,005.87 5. Account Type............ .............. Certificate of Deposit Account 182 Days Account P,:ullibe,-....................... 870D800019084:2 Ownership (Names of) .......... ..... Reba L. Alexander or Benjamin Alexander Opening Date.. ...... .............. ..... 01(08(81 Balance on Date of Death. .......$ 36,704.50 Accrued Interest $ 136.19 TotaL..... ......... .....................$ 36,840.69 ( 2/'-1) . Page 3 6. Account Type.... ............. .......... Certificate of Deposit Account 4 MaS Account Number....................... 87008100493413 Ownership (Names of) ..... ......... Reba L. Alexander Opening Date........................... 01/31/95 Balance on Date ofDeath.........$ 25,545.67 Accrued Interest $ 269.32 Total........ ............................$ 25,814.99 7. Account Type........................... Certificate of Deposit Account 13 MaS Account Number....................... 87008100659885 Ownership (Names of).......... ..... Reba L. Alexander Opening Date.... ......................04/20/95 Balance on Date ofDeath.........$ 26,543.30 Accrued Interest $ 396.45 ......$ 26,939.75 Total........ 8. Account Type........................... Certificate of Deposit Account 35 MaS Account Number... ....... .... ... ...... 8"7U08100660980 Ownership (Names of) .... ... ........ Reba L. Alexander Opening Date........................... 06/19/95 Balance on Date ofDeath.........$ 28,530.10 Accrued Interest $ 100.74 Total........................... ...$ 28,630.84 (3/tf ) March 1, 2001 . Page 4 March 1, 2001 9. Account Type..... ... ......... Safe Deposit Box Account Number. . ... ... ...... ..... .... 0001000538100008737 Closing Date.......... ................. 02/13/01 This letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 5528 Carlisle Pike, Mechanicsburg, PA 17055, telephone 717-255-2293. Sincerely, -?;Jf t1, ~acadt-;J Mary Anne Macielag Assistant Ill/ CIS (302) 934-2240 (4/4 ) ~M&rBank March 28, 2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) REBA L ALEXANDER 1/11/2001 To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.OD. Accrued Interest Balances (Includes Accr. lnt.) $12,029.79 $40.16 SAY 15004198357088 OPENED] 1/29/00 REBA L ALEXANDER 4333 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at OUf office. If you have any questions about the information provided, please contact our Records Department at(716) 635-40]0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: e t0L~~ ~Ul-(~- Authorized Signature DATE: ~ - ")..1' - CJ I 5<::+1. 'IE ''} l.<Je.,....,., II Manutacturers and Traders Trust Company. 1100 Wehrle Olive. Po. Box 767, Buffalo. NY 14240.0767 APR-02-2001 08:19 PNCBANK elF DEPARTMENT 412 705 0057 P.01/02 ~PNCBAN< Decedent Reporting F irstside Center P7-PFSC-4-F 500 First Avenue Pittsburgh, PA 15219-3128 ISCP March 30, 200 I Corrine L. Myets 10 East High Street Carlisle, P A 17013 RE: Estate of Reba L. Alexander, Deceased SSN: 448-05-2159 000: 1/11/2001 Dear Ms. Myers: Please find the date of deatb balances you have requested listed below. CERTIFICATES OF DEPOSIT #21001014004 Established 08/23/1995 REBA L ALEXANDER DOD Balance: $13,040.52 + $42.93 accrued interest #31900178055 Established 10/10/1995 REBA L ALEXANDER DOD Balance: $15,423.26 + $35.44 accrued interest' #31600177628 Established 10/10/1995 REBA L ALEXANDER DOD Balance: $15,423.26 + $35.44 accrued interest Page I of2 A member of The PNC Financial Serv;ces Group PNC B.mk N,A. Pittsburgh Ptnnsylv,mia 15265 SC-H. "EO, r~ 12--/1.. APR-02-2001 08;19 PNCBANK CIF DEPARTMENT 412 705 0057 P.02/02 ~PNCBAN< #31400192614 Established 08/23/1995 REBA L ALEXANDER DOD Balance: $12,815.44 + $2.22 accrued interest CHECKING ACCOUNT #5089337457 Established 05/13/1994 REBA L ALEXANDER DOD Balance: $50,617.60 + $18.82 accrued interest Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do NO Financial Transactions or Statement Orders. For Further information please call1-800-4-BANKER or your local PNC Branch and ask to speak with a Financial Services Representative. Sincerely, ~~~ Rachelle Sciullo 1-800-762-1775 Page 2 of2 A member of Th~ PNC Financial Servi~s Group PNC Bank N.A, Pittsburgh Pc:nnsylvani~ 15265 TnTRI P.C'l? ~ (Q1 @ cg FlfILESIDA T AFILE\ WILLS\5420 wIll :2 LAST WILL AND TESTAMENT I, REBA L. ALEXANDER, of Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I direct that my remains be cremated and my ashes be scattered in Pennsylvania, preferably on my property at 6620 Carlisle Pike, Mechanicsburg, Pennsylvania. 3. I give unto the persons herein named the following bequests: a. Unto my sister, LOTTIE SHOCK, of200 GreenspringLane, Silver Spring, Maryland, 20904, if she is living atthe time of my death, I give the sum ofTen Thousand Dollars ($10,000.00); b. Unto my niece, PATRICIA ELAINE KNAUSS, of200 Greenspring Lane, Silver Spring, Maryland, 20904, I give the sum of Fifty Thousand Dollars ($50,000.00); c. Unto KRISTEN KNAUSS of200 Greenspring Lane, Silver Spring, Maryland, 20904, the son of Patricia and Van Knauss, I give the sum of Fifteen Thousand Dollars ($15,000.00); d. Unto my sister-in-law, ELEANORNIERATKO, ofl4 Richmond Road, Edison, New Jersey, 08817, I give the sum of Twenty Thousand Dollars ($20,000.00); e. Unto my godchild, ALLEN RICHARD PEIFFER, c/o Willliam Brehm, 571 Hillcrest Drive, Carlisle, Pennsylvania, 17013, I give the sum of Twenty Thousand Dollars ($20,000.00); !"'/'fj '. ~'\ . j R.L.A. Page I of 4 Pages f. Unto my niece, MARY ANN McCASKILL, of Route 1, Box 79, Elmore City, Oklahoma, 73035, I give the sum of Fifty Thousand Dollars ($50,000.00); g. Unto TOMMY LaMASCUS, Box 16, Maysville, Oklahoma, 73057, I give the sum of Five Thousand Dollars ($5,000.00); h. Unto VIRGINIA WINGO, Box 350, Hannepin, Oklahoma, 73046, I give the sum of Five Thousand Dollars ($5,000.00); 1. Unto MARY RICHARDSON, P. O. Box 704, Davis, Oklahoma, 73030, I give the sum of Five Thousand Dollars ($5,000.00); J. UntoJ. F. LaMASCUS, 21211 East Perry Way, Covina, California, 91724, I give the sum of Five Thousand Dollars ($5,000.00); k. Unto NELSON RUDIAK, 5500 Old Oneida Road, Rome, New York, I give the sum of Five Thousand Dollars ($5,000.00); 1. Unto DOREEN RUDIAK McGIRL, 80 Catherine Street, South Bound Brook, New Jersey, 08880, I give the sum of Five Thousand Dollars ($5,000.00); and 4. All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath in the following manner: a. Fifty percent (50%) thereof to my niece, PATRICIA ELAINE KNAUSS; and b. Fifty percent (50%) thereof to such organizations as my Executrix shall select, which organizations shall qualify for a charitable deduction with respect to both Federal estate tax and Pennsylvania Inheritance Tax. To effectuate this distribution, I direct my Executrix to convert said real and personal property into cash for the purposes of distribution; however, this should be done in an orderly manner, taking whatever reasonably required period oftime is necessary to secure fair market value for the assets converted. See also Paragraph 7 herein. 5. I nominate, constitute and appoint PATRICIA ELAINE KNAUSS as Executrix ofmy estate. F :t: Ij R.L.A. Page 2 of 4 Pages 6. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 7. I authorize and empower my Executrix, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrix shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. In the event that I am the proprietor of a business at the time of my death, I then authorize, empower and direct that my Executrix may continue said business for such period of time as she shall determine appropriate in order that the same may be liquidated in an orderly manner and not under circumstances indicating a forced or distressed sale. IN WITNESS WHEREOF I have hereunto set my hand and seal this.:hvL day of 1~J..bwt jl U/l-I , :MOD. ~ j~ ':.( {&I-Cc"cL.v/ (SEAL) Reba L. Alexander SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our na s a "tnesses thereto, in the presence ofthe said Testatrix and Qf each other. /1''';"' ~( C;)'".rt~. , Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, RebaL. Alexander, rvo v. otto lIT ,and Marci" Y. compton the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing ofthe Testatrix, signed the Will as a witoess and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. e '-/ . . L...; C'..:' at.{,-,Cvn h/ Tes~ Witness -,. /71: \/~.,~ [(- Witn ss i ~, '-r-- LC) \'~i/ \.;::\--......; ,I Subscribed, sworn to and acknowledged before me by Reba L. Alexander, the Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and Marcia Y. Compton ,thewitnesses,this .1.,.;. dayof~~_/..(J/CJ 2000. ~~-~ ~~ No ary Public . NOTARIAL SEAL CORRINE l. MYERS. Notary Public Carlisle Bora. CumbertandCounty ~l::ommis~i'!!'f~pires Ma 27, 2003 Page 4 of 4 Pages PETITION FOR PROBATE and GRANT OF LETTERS Estate of REBA L. ALEXANDER also known as Deceased. Social Security No. 448-05-2159 No. To: .;L ,- e I - qO Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the Executrix named in the last will of the above decedent, dated November 2, 2000 and codicil(s) dated [none]. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 6620 Carlisle Pike, Silver Spring Township. Decedent, then 86 years of age, died January 11,2001, at 6620 Carlisle Pike, Mechanicsburg, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: Silver Spring Township, Cumberland County, P A $ unestimated $ $ $ unestimated WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary thereon. 8~~tt~~ Patricia Elaine Knauss 6200 Greenspring Lane Silver Spring, MD 20904 (301) 384-8089 --------------------------------------------------------------------- --------------------------------------------------------------------- OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent, petitioner will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ ~ ~~ be~ me this / t P--- day of Patricia Elaine Knauss 1~ ' ,;ltJCI /. YnaiJf7- .Jtt, e a, 1J0:1z4fi. [Jlmdh / Register / rr-q/ J ~- d-O'i - G No. 21-01-90 Estate of Reba L. Alexander, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW, JANUARY 19, 2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 2, 2000 described therein be admitted to probate and filed of record as the last will of Reba L. Alexander and Letters Testamentary are hereby granted to Patricia Elaine Knauss. Will Book # Page ., r--.. ') '-;:flt ty (:I ,~uxJ. V'4!4 (/ a ..::$ 4~/U-O /b,/ '.!dij' Reg~ter of Wills . / FEES Probate, Letters, Etc. Short Certificates(6 ) ~~ EXTRA PGS 3 JCP TOTAL $ 270.00 $ 18.00 $ 9.00 $ 5.00 $ 302.00 Ivo V. Otto III, 27763 A TIORNEY (Sup. Ct. I.D. No.) MARTSON DEARDORFF WILLIAMS & OTTO 10 East High Street Carlisle, PAl 70 13 (717) 243-3341 Filed JANUARY 19, 2001 CALLED ATTORNEY JANUARY 19, 2001 F:\FILES\DA T AFILE\EST A TES\5420-petition,ltr H I O~.H()~ KFV ')IRC, 21-01-90 This is to certify that the inforrnation here given is correctly copied from an original certificate of death duly flIed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records OHIce for permanent f)ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ,,1" IIIII~"'/""",,, IIIIft ,,\.,\\ OF Pt;;----_ \\I~~"'~~/y~ -=:. l\~ . '.' ~'\ II~_~ "... . ~\ I~ ~( .~. .~~ \~~ ~~(f:4' !~~ ~*~...~...,:. .'.~/*S \<::2 . ~~..' /~l '\.~ ~~/ -::. ~P,. _______/\.\\.r 1\\ -'"-~ 'T'MENT \\\" 11\\ ~"'/"""'//'IJlJJlII'" .- ~.~u~... r(~~1.u tQp~ Local Registrar O. Fee for this certificate, $2.00 P 7120844 91Lt.A..<.-lA!'l~ I ~ -2 0 CJ ( Date H105 144 Rev 1/91 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) TYPE/PRINT IN PERMANENT BLACK INK t- ffi 8 ~ o () w ~ <( z L SEX 2. Female STATE FilE NUMBER SOCIAL SECURITY NUMBER DATE OF DEATH (MGnlll Da./ Y'Mf/ ~ January 11, 2001 3. 448 05 UNDER 1 DAY Hours Minutes DATE O~ BIRTH BIRTHPLACE (City and PLACE OF DEATH (Check only one - see 'OSlrucllOf\S 00 oll,el sode) (Monti, D"y. Y""I) Stdle or ForeIgn Country} HOSPITAL: Bowie, Texas Inpatient 0 7. 8.. FACILITY NAME (II no! Ins\llullon 9"e Slree! and number) g~~'I~) 0 Pike RACE. Ame,ican IndIan, Black, While. elc (Spacl'y) 10. White SURVIVING SPOUSE (II Wile, gIve mdHJen ndmt:) twp Clty/boro Schaefferstown, Pa. 17088 Inc. 37 East Main Slrt~~l Mechcmicsbur ,Pa 17055 DATE SIGNED \Month Da)", '1'e<.tf) Aprx. DATE PRONOUNCED DEAD (Monlh Day Y"d') 24. A. M 25. January iz, 2001 27. PART I: Enter the diseases. injunes or complrcaloons whiCh caused Ihe death Do nol enler the mode 01 dying, such as cardiac or respiratory arrest. shock Or heart ta.lure LI5t only ooe cause on each tine 23b. 23c. WAS CASE REFERRED TO MEDICAL EXAMINER/CORONER? Yes~ ~O. NOU DUE TO (OR AS A CONSE<)IJENCl 01) 26. : ~pp'OXlmate ,lOrarva' between j_'OO_ i ~ PART II: Othef ~gnifjcan' conditions conlribullng 10 death, but nol ,esulting In the undOlly'ng cau.e given In PART I Occlusive Coronary Artery Disease DUE ]0 (OIJ AS A CONSE OUE NCE Of ) c_ DUE TO(OH AS AGONS-cOUEI.icE 01) d WERE AUTOPSY FINDINGS AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? Natural ~ o u HomIcide o Coroner MANNER OF DEATH DATE OF INJURY (MOIIIII. DdY. Veal) Yes [J No ~ Yes [J No 0 Accident Pending lnvt'stlgallon 28.. 28b. CERTIFIER (Check only one) -CERTIFYING PHYSICIAN (PIlY&IUdn cortllYIIlg CdlJtiCt 01 dedltl ....tl€1l W lotht::lf phY~:>J,clJ.n lidS ~'O"'OUf\CHi..1I.h..kltll <Jild corl'tpit.:Wd Ilt:11l23) To tlle beat 01 my knowledge, dUlh occurred du.to the ceuse(a) and manner.. slated. . SUICide 28. Could nol btt determined "MEDICAL EXAMINER/CORONER On the b.ala of examlnetlon and/or Investigation, In my opinion, dealh occurred allhe time, date, and place, and due 10 the c.uaefa) and m.nner .a alated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31a. REGIST I.;L l ~1I ,d1 DATE SIGNED (MUIII!I i)~f (8ar) o 31c. 31d.January 15, 2001 NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEATH (Item 27) Type Or Prinl Michael L. Norris, Coroner M 6375 Basehore Road, Suite #1 ~ 32. Mechanlcsburg, Pa. 17050 DATE FILED (Moolh, Day. Year) 34. JAN UI} R.I 'PRONOUNCING AND CERTIFYING PHYSICIAN \PtlYSlcl"n buill plOrKJUnc\llg Oedlh "",) c",tll\'Ing 10 Cd"'" 01 Oedlll) To lhe beal 01 my knowMtdll., d..th occurred allhe time, dale, and place, .nd due to Ihe caus.(a) and manner as slaled.. . . . 0d) REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: Reba L. Alexander Date of Death: January 11, 2001 File No.: 21-01-90 Social Security No. : 448-05-2159 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state thefol/owing: a. Did the personal representative file a final account with the Court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: October 25, 2002 Signature: ~.~~ Name: Address: Ivo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F \FILESIDA T AFILEIEST A TESI5420 I-srep F:\FILES\DA T AFILE\EST A TES\5420-notice.cer.2 j,XL- f:~ (). u) . t CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: REBA L. ALEXANDER Date of Death: January 11, 2001 File No. 21-01-0090 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 or about November 29,2001. Hughes United Methodist Church Organ Fund, 10700 Georgia Avenue, Wheaton, MD 20902 Holy Spirit Hospital, 503 North 21st Street, Camp Hill, PA 17011 American Red Cross, Capital Region, 1804 North 6th Street, Harrisburg, P A 17102 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A Date: November 29, 2001 Signature Name ~.~ Ivo . tto III, E;quire MARTSON DEARDORFF WILLIAMS & OTTO T en East High Street Carlisle, P A 1 70 13 (717) 243-3341 Attorneys for Personal Representative '+,,~ o 0\ c:1 N 0: ,~ r\ ......... ~ E; z ';,':. I, ~~~~,~.~~;. o"cb 0(1) <1>0: a: '.li - p ,i (',i> ';, .0 "C: . s:: (1)= ...... -( {JO ~ ~ F:\FILES\DA T AFILE\EST A TES\5420-notice.cer CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: REBA L. ALEXANDER Date of Death: January 11, 2001 File No. 21-01-0090 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 or about March 7, 2001. Lottie Shock, 200 Greenspring Lane, Silver Spring, MD 20904 Patricia Elaine Knauss, 200 Greenspring Lane, Silver Spring, MD 20904 Kristen Knauss, 200 Greenspring Lane, Silver Spring, MD 20904 Eleanor Nieratko, 14 Richmond Road, Edison, NJ 08817 Allen Richard Peiffer, c/o Cathy Peiffer, 571 Hillcrest Drive, Carlisle, P A 17013 Mary Ann McCaskill, Route 1, Box 79, Elmore City, OK 73035 Tommy LaMascus, Box 16, Maysville, OK 73057 Virginia Wingo, Route 2, Box 150, Davis, OK 73030 Mary Richardson, P.O. Box 704, Davis, OK 73030 J.F. LaMascus, 21211 East Terry Way, Covina, CA 91724 Nelson Rudiak, 5500 Old Oneida Road, Rome, NY 13440 Doreen Rudiak McGirl, 80 Catherine Street, South Bound Brook, NJ 08880 Commonwealth of Pennsylvania, Office of Attorney General, Charitable Trusts and Organizations Section, 21 South 12th Street, 3rdFloor, Philadelphia, P A 19107-3603 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/ A Date: March 7, 2001 Signature Name ~\J.~ u:r I vo V. Otto III, Esquire MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, PAl 7013 (717) 243-3341 Attorneys for Personal Representative MDW&:O INFOR.\1ATION . ADVICE' ADVOCACY ArrORNEYS & COUNSELLORS AT LAw TEl\: EAST HIGH STREET CARLISLE, PENNSYLVANIA 17013 WILLIAM F. MARTSON JOHN B. FOWLER III EDWARD L. SCHORPP DANIEL K. DEARDORFF THOMAS J. WILLIAMS · Ivo V. Orro III GEORGE B. FALLER JR.. CARL C. RISCH MARK A. DENLINGER *BOARD CERTIFIED CIVIL TRIAL SPECIALIST TELEPHO~E (717) 243-3341 FACSIMILE (717) 243-1850 INTERNET www.mdwo.com April 10, 2001 Mary C. Lewis Register of Wills Cumberland County Courthouse Carlisle, P A 17013 RE: Estate of Reba L. Alexander Estate No. 21-01-00090 Date of Death: January 11, 2001 Dear Mrs. Lewis: Enclosed with this letter is our check number 9118 in the amount of$76,000.00 representing payment of Pennsylvania Inheritance Tax in the above-referenced estate. Will you please issue the appropriate receipt and forward it to me at the above address. I thank you in advance for your prompt attention to this matter. Very truly yours, MARTSON DEARDORFF WILLIAMS & OTTO ~.~ v:s- Ivo V. Otto III IVO/tlm Enclosure HAND DELIVERED F:\FILES\DA T AFILE\EST A TES\FORMS\l-row;tax.payment INFORMATION. ADVICE. ADVOCACySM 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 MARTSON DEARDORFF ET AL 10 EAST HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 448-05-2159 FILE NUMBER: 2 1 - 2001 - 0090 DECEDENT NAME: ALEXANDER REBA L DATE OF PAYMENT: 10/09/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/11/2001 NO. CD 000356 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $3,630.18 I I I I I I I I TOTAL AMOUNT PAID: $3,630.18 REMARKS: IVO V OTTO ESQUIRE C/O MARTSON ET AL CHECK# NO # SEAL INITIALS: DO RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS \/ It; -~L) -</ -.0- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .02 IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN * REY-7U EX 'FP tOl-02> i'llIY 1-; "1 . 05-20-2002 ALEXANDER 01-11-2001 21 01-0090 CUMBERLAND 202 REBA L Amount Remitted ~Ir; ..'. ", ~ATa;'1013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your accountl submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V:736--EX--AFP--[oi~-o2i-----.-.-No-ficE--oF--DETifRMiN~Tio1i-ANii-AS-SES5fMENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF ALEXANDER REBA L FILE NO.21 01-0090 ACN 202 DATE 05-20-2002 ESTATE TAX DETERMINATION I. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 791630.18 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 79,630.18 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRll YOU MAY BE DUE A REFUND. SEE REVERSE sloe OF THIS FORM FOR INSTRUCTIONS.) /6 -~o.v-'6~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG I PA 171Z8-0601 Ptecoraed Register of 'IVins DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN .01 NOV 26 All :48 IVO v OTTO III ESQ ~:R~S~~G~T:~Qerk_I)5)'atj s Court CAR LIS L E Qlmbf'~ait~o f~., PA * REY-IU7 EX AFP (12-00) 11-19-2001 ALEXANDER 01-11-2001 21 01-0090 CUMBERLAND 101 REBA L Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 NOTE: To insure proper credit to your accountl submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=i6o-j-i:xAFP--fi"2:oifr------...-iNHERI,.-ANCE--TAX--sTjrfEMENT-OF-ACCouiff--.-..--------------------- ESTATE OF ALEXANDER REBA L FILE NO.21 01-0090 ACN 101 DATE 11-19-2001 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUEl APPLICATION OF ALL PAYMENTS I THE CURRENT BALANCEI ANDI IF APPLICABLE I A PR04ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-12-2001 P R I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 831630.18 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-10-2001 AA478261 41000.00 761000.00 10-09-2001 CDOO0356 .00 31630.18 TOTAL TAX CREDIT 831630.18 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDITn (CR) I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /6-~6.y-~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Reco(c:",,'~ Req;r,tc- "01 DATE ESTATE OF DATE OF DEATH NOV 16 All. FILE NUMBER .51cOUNTY ACN 11-12-2001 ALEXANDER 01-11-2001 21 01-0090 CUMBERLAND 101 IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE Clerk, PA 170r1unbenano .. REV-15li7 EX iFP (12-00) REBA L Allount Rellitted t PA 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 ~ REV: i5trj-Ex--AFP--(i2-:ooj--No'~"-icE--oF-'rNHEifiTAircE-TAx-jrpPRA-isEi"-ENT~--Ai:.i-oWAirCE-(ri----------- - -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALEXANDER REBA L FILE NO. 21 01-0090 ACN 101 DATE 11-12-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 115,000.00 101,881.22 .00 .00 762,565.43 .00 9,000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 72,,006.56 1.371.01 (11) (12) (13) (14) NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. 988~446.65 73.377 57 915~069.08 355~534.54 559~534.54 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate 16. Allount of Line 14 taxable at Lineal/Class A rate 17. Allount of Line 14 at Sibling rate 18. Allount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) .00 X 00 = .00 (16) .00 X 045 = .00 (17) 10,,000.00 X 12 = 1,,200.00 (18) 549~534.54 X 15 = 82~430.18 (19)= 83~630.18 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-10-2001 AA478261 4~000.00 76~000.00 INTEREST IS CHARGED THROUGH 11-27-2001 TOTAL TAX CREDIT 80~000.00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3~630.18 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 42. 14 TOTAL DUE 3~672.32 · IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /6 -a::tQ -</-~--- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN '* REV-US EX AFP (12-00) IVO V OTTO III ESQ MARTSON ETAL 10 E HIGH ST CARLISLE PA17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-12-2001 ALEXANDER 01-11-2001 21 01-0090 CUMBERLAND 201 REBA L Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V:4i3--EX--AFP--[i2~-OO)-----.-.-NCfficE--OF--DETifiMIN-ATICfN-ANIi-As-sESSttENY----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF ALEXANDER REBA L FILE NO.21 01-0090 ESTATE TAX DETERMINATION ACN 201 DATE 11-12-2001 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 79.630.18 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 79.630.18 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATEI SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $11 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.) r-'" I I ::D m s: )> W ::D m ^ )> W r " ~ o I m :IJ m ~- ; 1:) 0 Z "Tl ml 0 0 0 )> )> r en )> 0 en -i s: m -l -i C -i m m z ):> m Z ~ 0 0 c -l 0 -i 1> t,j ~ P-< )> "Tl "Tl m "Tl ()~ h r~ OJ C 1:) 0 ..... 0 )> ,..-.... ~ m m Z m :J: .~. . 0 ''', -< ~ i ~ 0 JJ "-. )> g~ ~.~ ~ >'.. m ru TI ;... -i t:-i ,"',m .~ 0 {) 0 }v;~ I r'; ~.,."" Z m ~:) JJ "--, -i Z s: ". ..........'" -. f'.] tJ -i 1>--." _. Pi i ,- J ):> .-. fT! I ;5- ~ {-' -l ' , ;:1J? ~, 6 ~ ~ f......,.. ....../ )> q c "'"" '1 ~.4 ~,-, en Z -. ..;.' -i "-\j ~....' ~:] --- (_: - 1"""; ':: "*~; :.~ :.-- I (IJ i- t!; '-. '2 " .;-- jj .v en en -::! ~:~ '-" j [1J ~ en ~.O ~ I I I t~; l.~~ r -J. 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J:J ." =i - )>"'tJ 0 zm - OZ )> mZ r- )>00 Z~ :c C< m m)> 0 ooZ ...,- m )>)> - ..., ""C m -I ..., )> >< Z 0 )> )> ~ --J Q) f\.) 0) ~ JJ f m :E (J) I\J m x <b ~ --- F \FILES\DA T AFILE\EST A TES\5420 ffa IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO. 21-01-0090 ESTATE OF REBA L. ALEXANDER, Deceased Late of Silver Spring Township, Cumberland County, Pennsylvania FIRST AND FINAL ACCOUNT OF PATRICIA ELAINE KNAUSS, EXECUTRIX Date of Death: January 11, 2001 Date Letters Testamentary Issued: January 19, 2001 Date of First Complete Advertisement of Grant of Letters: April 6, 2001 Account Stated to April 30, 2002 SUMMARY PRINCIP AL: Receipts $ 979,657.81 $ -2,968.19 $ 976,689.62 $ -216,073.24 $ 760,616.38 $ -195,000.00 Net Gains/Losses on Conversions Disbursements Distributions to Beneficiaries Principal Balance Remaining $565,616.38 INCOME: Receipts Disbursements $11,792.95 $0.00 Income Balance Remaining $11,792.95 $ 577,409.33 COMBINEDBALANCEREMAllITNG ASSETS COMPRISING ESTATE: Martson Deardorff Williams & Otto, Escrow Account Bank of America, estate checking account Jewelry and personal property not sold (Items 18, 19 and 21 on Schedule "E") Less amounts reserved for future distribution TOTAL FOR DISTRIBUTION PRINCIP AL RECEIPTS Residence, 6620 Carlisle Pike, Mechanicsburg, P A 404 shares, CNA 200 shares, Exelon 5936 shares, KCS 220 shares, PPL 450 shares, PSE 990 shares, NUl Assets listed on attached Schedule "E" to P A Inheritance Tax Return Zurich American Insurance, premium refund Keystone Health Plan Central, premium refund TOTAL RECEIPTS OF PRINCIPAL: NET GAINS(LOSSES) ON CONVERSIONS 404 shares, CNA: 1/11/01 3/23/01 200 shares, Exelon 1/11/01 3/23/01 Cost Proceeds of Sale $ 11,241.52 $ 581,757.81 $ 11.410.00 $ 604,409.33 $ -27,000.00 $ 577,409.33 $ 115,000.00 $ 3,295.13 $ 11,354.00 $ 30,978.50 $ 8,030.00 $ 17,943.75 $ 30,195.00 $ 762,565.43 $ 100.00 $ 196.00 $979,657.81 $3,295.13 $3,233.73 $ -61.40 Cost Proceeds of Sale $11,354.00 $12,451.57 $ 1,097.57 5936 shares, KCS 1/11/01 Cost $30,978.50 3/23/01 Proceeds of Sale $28.407.01 $ -2,571.49 220 shares, PPL 1/11/01 Cost $8,030.00 3/23/01 Proceeds of Sale $9.315.65 $ 1,285.65 450 shares, PSE 1/11/01 Cost $17,943.75 3/23/01 Proceeds of Sale $18.231.14 $ 287.39 990 shares, NUl 1/11/01 Cost $30,195.00 3/23/01 Proceeds of Sale $27.241.67 $ -2,953.33 M&T Savings (Item 11, Schedule E), correction on value $ -22.58 Refund (Item 24, Schedule E), correction on value $ - 30.00 TOT AL GAINS/LOSSES ON CONVERSION $ -2,968.19 PRINCIP AL DISBURSEMENTS vanous PPL, electric service pending sale $ 663.27 vanous Pa-American Water Company, water service pending sale $ 79.81 vanous Silver Spring Municipal Authority, sewer service pending sale $ 242.25 vanous Verizon, telephone service during administration $ 238.93 vanous Shipley Oil, oil service pending sale $ 440.81 vanous York Waste Disposal, trash service pending sale $ 174.64 vanous H&N Landscaping, lawn service $ 674.16 vanous Bank of America, checking account charges $ 73.76 02/20/01 Myers Funeral Home $ 1,135.00 03/05/01 Burtonsville Auto Body, auto repairs prior to sale $ 339.18 03/09/01 ZAIC, vehicle insurance $ 185.50 03/09/01 ZAIC, homeowners insurance $ 158.00 03/30/01 Colesville Exxon, travel expense $ 21.80 04/10/01 Register of Wills, Inheritance Tax $ 76,000.00 04/10/01 Engle Publishing, advertising expense $ 47.00 04/10/01 AT&T, long distance service $ 44.20 04/12/01 U.S. Treasury, 2000 income tax $ 333.00 04/30/01 Debra Wiest, real estate taxes $ 291.36 05/07/01 Ashway Haar & Fuller, tax advice and preparation of returns $ 2,760.00 07/25/01 Jack Gaughen Realtor, commission $ 8,050.00 07/25/01 Jack Gaughen Realtor, transaction fee $ 100.00 07/25/01 Debra Wiest, real estate taxes $ 991.05 07/25/01 County of Cumberland, 1 % realty transfer tax $ 1,150.00 09/09/01 Allfirst Bank, service charge $ 3.00 09/25/01 Hartford Insurance $ 272.00 09/25/01 Eleanor Meratzo, consignment expense $ 240.00 09/28/01 Greenan & Son, appraisal fee $ 20.00 10/09/01 Register of Wills, Inheritance Tax $ 3,630.18 10/23/01 Register of Wills, additional probate fee $ 245.00 12/21/01 Martson Deardorff Williams & Otto, partial attorney's fee $ 10,000.00 12/21/01 Martson Deardorff Williams & Otto, disbursements advanced $ 642.34 12/31/01 Patricia E. Knauss, ~ Executrix' commission $ 16,500.00 04/12/02 Pa Dept. of Revenue, 2001 Individual Income Tax $ 31.00 04/12/02 U.S. Treasury, 2001 Fiduciary Income Tax $ 63,003.00 04/12/02 Pa Dept. of Revenue, 2001 Fiduciary Income Tax $ 293.00 Reserved Martson Deardorff Williams & Otto, attorney's fee $ 10,000.00 Reserved Patricia E. Knauss, balance, Executrix' commission $ 16,500.00 Reserved Reserved for miscellaneous costs and expenses $ 500.00 TOTAL DISBURSEMENTS: $216,073.24 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Specific Bequests: 07/31/01 Lottie Shock, Cash $ 10,000.00 07/31/01 Patricia E. Knauss, Cash $ 50,000.00 07/31/01 Kristen Knauss, Cash $ 15,000.00 07/31/01 Eleanor Nieratko, Cash $ 20,000.00 07/31/01 Mary Ann McCaskill, Cash $ 50,000.00 07/31/01 Tommy Lamascus, Cash $ 5,000.00 07/31/01 Virginia Wingo, Cash $ 5,000.00 07/31/01 Mary Richardson, Cash $ 5,000.00 07/31/01 J. P. Lamascus, Cash $ 5,000.00 07/31/01 Nelson Rudiak, Cash $ 5,000.00 07/31/01 Doreen McGirl, Cash $ 5,000.00 07/31/01 Allen Peiffer, Cash $ 20,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES: $ 195,000.00 INCOME RECEIPTS U.S. Savings Bonds, Interest through closing Exelon, dividend PPL, dividend NUl, dividend PSE, dividend Allfirst Bank, Interest on C.D. #87008100493413 $ 1,668.20 $ 110.50 $ 58.30 $ 242.55 $ 243.00 $ 46.61 Allfirst Bank, interest through closing on remaining accounts PNC, interest on closing on all accounts Bank of America, Interest on estate checking account through 4/30/02 TOTAL INCOME RECEIPTS: $ 6,088.60 $ 1,406.46 $ 1,928.73 $11,792.95 INCOME DISBURSEMENTS TOTAL INCOME DISBURSEMENTS: $ $ 0.00 0.00 None COMMONWEAL TH OF PENNSYLVANIA ) : SSe COUNTY OF CUMBERLAND ) Patricia Elaine Knauss, being duly sworn according to law, deposes and says: That she is the Executrix of the Estate of Reba L. Alexander, deceased; that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final 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 her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. fhu'~' ~ ~ . 'A~) ~. / ~ Patricia Elaine Knauss (Executrix and Accountant) Sworn to and subscribed before me this /[J-JA day of 1ILrCj , 2002. - ~ v ~ ~~~. _ )/lye.~i No ary Public " NOTARIAL SEAL J COR~INE L. MYERS, Notary Public MyC~~~i~~~~_~r;r~r~~~~~~~~03 SCHEDULE OF PROPOSED DISTRIBUTION Patricia Elaine Knauss, Executrix of the Last Will and Testament of Reba L. Alexander, deceased, proposes to distribute the balance in her hands, to wit: $577,409.33, in accordance with the said Last Will and Testament as heretofore filed in the Office of the Register of Wills of Cumberland County, Pennsylvania, as follows: TO: PATRICIA E. KNAUSS, per Item 4,a, of said Will: In Kind: Jewelry and personal property not sold $ 11,410.00 Cash 277.294.66 Total $288,704.66 TO: HUGHES UNITED METHODIST CHURCH ORGAN FUND, per Item 4, b, of said Will: Cash 144,352.33 TO: HOLY SPIRIT HOSPITAL, per Item 4, b, of said Will: Cash 72,176.17 TO: AMERICAN RED CROSS, CAPITAL REGION, per Item 4, b, of said Will: Cash 72.176.17 TOTAL DISTRIBUTION: $577,409.31 WHEREFORE, the said Patricia Elaine Knauss, Executrix as aforesaid, respectfully proposes to distribute the net balance of said Estate as stated above. -fJailitiL/tt~~ Patricia Elaine Knauss, Exe trix COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) Patricia Elaine Knauss, being duly sworn according to law, deposes and says: That she is the Executrix of the Last Will and Testament of Reba L. Alexander, deceased; and that the facts set forth in the foregoing Schedule of Proposed Distribution are true and correct to the best of her know ledge, information and belief. Sworn to and subscribed before me this /5~'day of 7}lCl(/ , 2002. (~/L1L4~:Jr/~' NOtary Public C/ NOTARIAL SEAL CORBINE L. MYERS Notary Public C,.8,rIiSI.e, B, oro, Cum.. b, arla,n dCounty ,CQmmiss;on Expires Ma 27, 2003 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT i FILE NUMBER 21 - 01 - 00090 ESTATE OF ALEXANDER, REBA L. I --'--~-~.'----'~._------_.~~--'---'-~--'~---"----"-'------ 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. DESCRIPTION VALUE AT DATE OF DEATH -- 42,780.00 ITEM NUMBER r- Cash in safe deposit box 2 U.S. Savings bonds, per inventory attached 238,994.40 3 Allfust Checking #10465693 11,908.26 4 Allfirst, Money Market #94261466 84,940.13 5 Allfirst, Money Fund Alternative #950551615 99,956.01 6 Allfirst, C.D. #80000002186897 14,005.87 7 Allfust, C.D. #87008000190842 36,840.69 8 Allfirst, C.D. #87008100493413 25,814.99 9 26,939.75 10 Allfirst, C.D. #87008100659885 Allfirst, C.D. #87008100660980 28,630.84 11 M&T Bank, Savings Account #15004198357088 12,069.95 12 PNC, C.D. #21001014004 13,083.45 13 PNC, C.D. #31900178055 15,458.70 14 PNC, C.D. #31600177628 15,458.70 15 PNC, C.D. #31400192614 12,817.66 16 PNC, Checking #5080337457 50,636.42 17 1995 Chevrolet Caprice station wagon, actual sale price 9,000.00 18 Platinum watch, sYnthetic sapphire & diamond brooch, appraised value 335.00 19 Personalty, per appraisal 10,075.00 20 Proceeds of auction of personalty 9,555.25 Total of Continuation Schedule(s} 2,264.36 762,565.43 TOTAL (Also enter on Line 5, Recapitulation) E '~.J+ t t3 1'1 "'.;t \ . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALEXANDER, REBA L. FILE NUMBER 21 - 01 - 00090 ~---~~-----~-~--- 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. -----I~-- ITEM I NUMBER ' DESCRIPTION ----+-- -- 21 i Ladies platinum diamond ring, per appraisal 22 Cash in purse 23 Various refunds 24 Refunds of insurance premium and income tax 25 Thomas Sunday, real estate tax proration _+1 V. A. L. UE A_ .T. D.. A_. T. E ~ OF DEATH -- -- - 1,0bo.00 100.00 320.80 793.47 1,050.09 I I I ~~L__ ______~__ __ ~.. ~ __ . _ ~ ___ Page 2 of Schedule E ~ ~ CO) <<d) F:\FILES\DA T AFILE\ WILLS\5420 will 2 LAST WILL AND TESTAMENT I, REBA L. ALEXANDER, of Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executrix shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I direct that my remains be cremated and my ashes be scattered in Pennsylvania, preferably on my property at 6620 Carlisle Pike, Mechanicsburg, Pennsylvania. 3. I give unto the persons herein named the following bequests: a. Unto my sister, LOTTIE SHOCK, of200 Greenspring Lane, Silver Spring, Maryland, 20904, if she is living at the time of my death, I give the sum ofTen Thousand Dollars ($10,000.00); b. Unto my niece, PATRICIA ELAINE KNAUSS, of200 Greenspring Lane, Silver Spring, Maryland, 20904, I give the sum of Fifty Thousand Dollars ($50,000.00); c. Unto KRISTEN KNAUSS of200 Greenspring Lane, Silver Spring, Maryland, 20904, the son of Patricia and Van Knauss, I give the sum of Fifteen Thousand Dollars ($15,000.00); d. Unto my sister-in-law, ELEANOR.NIERATKO, of14 Richmond Road, Edison, New Jersey, 08817, I give the sum of Twenty Thousand Dollars ($20,000.00); e. Unto my godchild, ALLEN RICHARD PEIFFER, c/o Willliam Brehm, 571 Hillcrest Drive, Carlisle, Pennsylvania, 17013, I give the sum of Twenty Thousand Dollars ($20,000.00); f".;:J/; - " I \ ~\ j; R.L.A. Page 1 of 4 Pages E,x.HrB 11 '\ (3 Ii f. Unto my niece, MARY ANN McCASKILL, of Route 1, Box 79, Elmore City, Oklahoma, 73035, I give the sum of Fifty Thousand Dollars ($50,000.00); g. Unto TOMMY LaMASCUS, Box 16, Maysville, Oklahoma, 73057, I give the sum of Five Thousand Dollars ($5,000.00); h. Unto VIRGINIA WINGO, Box 350, Hannepin, Oklahoma, 73046, I give the sum of Five Thousand Dollars ($5,000.00); 1. Unto MARY RICHARDSON, P. O. Box 704, Davis, Oklahoma, 73030, I give the sum of Five Thousand Dollars ($5,000.00); J. Unto J. F. LaMASCUS, 21211 East Perry Way, Covina, California, 91724, I give the sum of Five Thousand Dollars ($5,000.00); k. Unto NELSON RUDIAK, 5500 Old Oneida Road, Rome, New York, I give the sum of Five Thousand Dollars ($5,000.00); 1. Unto DOREEN RUDIAK McGIRL, 80 Catherine Street, South Bound Brook, New Jersey, 08880, I give the sum of Five Thousand Dollars ($5,000.00); and 4. All the rest, residue and remainder of my estate, both real and personal property, I give, devise and bequeath in the following manner: a. Fifty percent (500/0) thereof to my niece, PATRICIA ELAINE KNAUSS; and b. Fifty percent (50%) thereof to such organizations as my Executrix shall select, which organizations shall qualify for a charitable deduction with respect to both Federal estate tax and Pennsylvania Inheritance Tax. To effectuate this distribution, I direct my Executrix to convert said real and personal property into cash for the purposes of distribution; however, this should be done in an orderly manner, taking whatever reasonably required peri?d ofti~e is necessary to secure fair market value for the assets converted. See also Paragraph 7 herein. 5. I nominate, constitute and appoint PATRICIA ELAINE KNAUSS as Executrix of my estate. /0 ...p ; ~Il R.L.A. Page 2 of 4 Pages 6. I direct that my Executrix shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 7. I authorize and empower my Executrix, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my Executrix considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executrix shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate, In the event that I am the proprietor of a business at the time of my death, I then authorize, empower and direct that my Executrix may continue said business for such period of time as she shall determine appropriate in order that the same may be liquidated in an orderly manner and not under circumstances indicating a forced or distressed sale. IN WITNESS WHEREOF I have hereunto set my hand and seal this ~ day of '/~ ,~rJD. fie .i-N ~ {~'rl.c.l.t.v' (SEAL) Reba L, Alexander SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for he Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our na s a 'tnesses thereto, in the presence of the ,said Te~tatrix and 9f each other. /1.i t(,-. ('" (;:< ,,'fG=-; . I " Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, RebaL. Alexander, Ivo v. Otto III , and Marcia Y. Compton the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ;e.1' W ." : '-,l-~.,/ ~~. . !-&J c<.,~- a.t~tLU--'11 Tes~ Witness ~jJ/--:' !~;, '., " / ; /' i: .',\. . ~ 7\. -:0 "'" ",- j> ......-~f.. \..-.,;--,., )....1'" ,~. Witn~~s f \,' Subscribed, sworn to and acknowledged before me by Reba L. Alexander, the Testatrix, and subscribed and sworn to before me by Ivo V. Otto III and Marcia Y. Compton , the witnesses, this ~f\II. day of ~~ 2000. ~ ~ Lh4-/ N~ ~ Public f'"kcJ NOT ARfAl SEAL CORRINE L. MYERS, Notary Public Carlisle Boro, CumbertandCounty ~Co~~!~.~.~pires Ma 27,2003 Page 4 of 4 Pages