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HomeMy WebLinkAbout01-0188 CAPS 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 EX ..(6.00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FIl.E NUMBER D E C E D E N T COMMONWEAl.TH OF ~e:NHSYlVA.N'A OE?AATMENT OF REVENue DEPT. ZS0601 HAARISBURG. PA 171ZB-0601 DECEDeNT'S NAME (!.ASi, FIRST, AND MICDLE INInALI Sta.bnau John W. CAre OF DEATH (MM-OO_Y'EAR) 21-2001-0188 COUNTYCCOe '('BAA NUMseR SOCIAl. SECURITY NUMBER 191-01-1137 TtfIS RETURN MUST BE RLSO IN OUPUCATEWITH THE REGISTER OF W1u.s Al. U N S~plem.ntal Return Future Interest CQ.,lpU:S,UIA (dlte of d_tn .tt.. 1%-1%.82) Deadenr MllntalMd. I.lvi"9 frost (Anocn <COY of Trusl) 010. Spau:M6PowrtyCrttcl:lt 0 11e electfofttQ tllC under Sec. 9113(A) (date clIf death ben.e.n lZ..31..914nd '.1-95\ (AttIlcn SenO) ,U;',TaIS;;SEC'!:ION!Ml:lS.l;:.BIOJCaMP~.~~ ......~~!lQI!Hi:S~~!Ii!I'_,N&:QRM'~~~$;In:I~'.ij~i!'rCl<\U; NAME COMPLEfE M,ldUNG ADDRESS DATE OF 9IRTH(MM-OC-Y'EAR) 01/10/2001 (I A 1.1 L 06/19/1913 ,AN M VI N S U AM l. HI ALl 15.. Amount of Une 14 taxable at th. spousal tax rate, or transfers lAnder Sec. 911&(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of I...in. 14 taxable at sibli"9 rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due ZO. ,i,' CHeClGllifERe;IP;:'iiQUI~RElaEtWE!$l;Illili~Il!Efi1,IHD1_~ Ill!lORII'JOOilant!U: ',,"!'''''' """"",,"'''' """,. .".."" "",,':;,m':",";l;:'''~rBE.sUR~$WERt''1:D!'''IE5mONSltl~$IiI~ X 1. Original Return 4. l.jmlted Estate X 6. cecedent Olea TlIIlItat8 (Attach copy of Will) o 9. l.ltlgatlon PrOCMds Received 2. 4a. X 7. o She1da W. Ya.ntz, Trust Officer FlAM NAMe: (If ~pl!caoiel A11first Tr~st Comoanv of PA, NA re1.E?HONe NUMBe~ 8 West High Street Carlisle, PA 17013 R E C A p I T U l. A r I o N I 4 - 71 1. Roal Estato (Schedulo A) 2. Slacks and 60nd$ (Scnedulo 61 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) S. Cash. Sank Deposits & Miscellaneous Personal Property (Schodulo E) 6. Jointly Owned PropertY (Schedule F) o Separate aUling ReQuested 7. Inter. Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schodul. CO or L) 8. Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & AdministratiVe Costs (Schedule H) (9) 10. aobts of aocodont. Mortgagol.iabilltios, 8. Lions (Scnodulo t) (10) 11. Total Deductions (toral Lines 98.10) lZo N.t Valu.. of Estate (Line 8 minus Line 1'} 13. Charitacle and Governmental BequestS/See 9113 TrustS for which an Etlection to tax has not been mad. (Schedul. J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (1) (2) (3) None None None (4) (5) None 1,583.00 (6) None 567,746.54 8,202.87 783.70 SEE INSTRUCTIONS ON REVERSe slce FOR APPl.1CABl.E RATES 0.00 560.342.97 0.00 0.00 x x x x .0 0 .0 45 .12 .15 (/ OFFICIAL usa ONLY -9111- 3 '" Ictate "Nth . rdtmalnd... Return pttor to lZ.13-8ZI S. ~ed'" EstIte Tax Return Aequirwd 8. fatal Number of Safe Oeposlt aax. OFFICIAL. USE ONt. y (8) 569,329.54 (11) 8.986.57 (12) 560.342.97 (13) None (14) 560 342.97 (15) (16) (17) (18) (19) 0.00 25,215.43. 0.00 0.00 25,215.43 CaPYright(cl ZOOO form sottware only ihe l..M;tmw CrQup, tnl:. FannREV-1SGO ex c-. 6-00/ Decedent's Complete Address: STREET AOORESS Green Ridllte Vil1allte 210 Bilt 50rinlt Read CITY I STATE I ZIP Newville PA 17241 Tax Payments and Credits: 1. rax aUe (Page 1 Une 19) Z. Cfedits/Payments A. Spousal Poverty C,ltd~ a. Prior F'aym.ntS C.OiscQunt (1) 2.5,215.43 0.00 22.000.00 622.06 rotal Crltdits( A -8.C) (2) 22,622.06 3. Intefest/P,nalty if applicacle O~ (nterest e. Penalty rotallnteresrlPenalty ( a . E) (3) 4. If Un. Z is greater.tt'tan !...in. 1 .. Un. 3. enter the d~r!C.. This is the OVERPAYMENT~ Check box on Page 1 ~jn. 20 ta requnt a refund (4) S. If t.ine 1 - t.ine 3 is greater tIIan t.ine Z. on"" me diff",.,.,e. This is tho TAX CUE. (5) A. Enter the inter.st on the taX due. (SA) a. Enter the tOtal of ~in' 5 - SA. This is the BALANCE CUE. (5B) Make Check Payabl. tat REGISTER OF WILl.S. AGENT i!jlll!llllllllmll!lllmmmmlmmmmmmmmmmmmmllmm~mmmmmWmmlJ11ililll/!1111IWlllilliiIIIIWiiiiWliJII111111!iImJllliIIJmrll!1lllm!1111iillliliIWI1ilrl!I!WlI/lilfillllJ!!!II/IJllllliiiI1!llliWlillllJil!1/i!m lI11111ll!lli!lliimllllmmlli!ji1!II!mmlllllllllllmm~lIImlm!lllml!llimir!;::; PLeASE ANSWER THE FOLl.OWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a cransfer and: Yes No a. retain the use or income of the property transferred: ~ ~ b. retain the right to designate who shall use tne property transferred or its income: . I X ~. r.tain a reversionary interest' or. . . I ~ d. rKeivlJ tne "remise for life of eitner paymentS. benems or care? L!l Z. If death occurred .liter Q9Cember 12. 1982. did decadent transfer property within one year of death without receiving adequate consideration? . 0 J.. Did decedent own an ~in trust for~ or payable upon death bank account or security at his or her death? . . . . . . . . . . . . . . . . . . 0 4. Did dltCadant own an Individual Aerir.mant Account. annl.lIty, or other non-probate property which contains a beneticiary designation? . . . . .. ............ 0 IF THE ANSWeR TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE Q AND FILE IT AS PART OF THE RETURN. 0.00 2.593.37 0.00 2.593.37 []] []] []] Unci., ~tln at peflWY. I dKlar. that I nave examined this tarum. inclU41nq ~'"' SChedU\es Uld s'lallllMMS, ~ to the o.t at my IcnowllldCJe ~nd btlllef. it Is trUe. eorrect and campl.te. Oeclaratlon of ~r.pvltf olner tnan the ~ersaMI tltPl'llUntallve is O&said on aU lnformattan df which pre.,.,. np..", laIowl.ctq:.. AIH irst: Trust: Company of PA, NA _..~_~~_~~_P[~~~._~~~~_~~___..______..______..__.___. Carlisle, PA 17013 Al1first: Trust: Company of PA. NA _..~.~~_~~.P[~g~._~~~~_~~_______.___._._______.____._ Carlisle, PA 17013 !illlJWWllmljllmmiH1ifWmJjlrliWiiijiilj:ijjiWiWI1IWJJiI1!J1lJWijijjiilji!]fi:ljWWiWiWI1!!HWilWiWmW[imWlilliiWijil!ljll!i!I!!!lllllIWIWiJljjlllillWiH[jlJ1Wllml!l!!!I!llm!i!j]j!llijmWllmijUWjmJ!!llmmll iWJllililllllimmiUjmHUm~jlm~~~llmWillll!.11!rufu1jI~ill~ Far ciates of ctuth on or attltr Jut'! 1. 1994 and before January 1. 1995. the taX rate impOSed on the net valu. of transfers to or tor the use at tI'1e surviving spou.e is 3% (n P.S. 9116 (aJ( 1.1) WI. S~N /:t;~Slal.EFOR FH.IMCi. ~STIJAN -r ~<+ ~'::.T SICNATURa OF PAEPAAER OTHER THAN FlEPRESENTATlVe OAT!;; OATE /d(/o/ For dates of death on or after January 1. 1995. the tax rata' imposed on the net: value at transfers to or tor the use of the surviving spouse is 0% (72 P.S. 9116 (a) (1.1) Wl]. The $tatute does not exemet a transferta a surnving s~ouse tram tax. and the statutory requirwments for disdosu,.. ot assetS and filing a tax return are soU a~piic:ab~. even if ~. surviving spouse is the only aeneficWy. For dates ot dum on or attar Jut)' 1. 2000: The tax rate imposed on the ner value at transfers tram a deceased ehiJd twenty-one years at age or younger at d..1h to or tor the 'USlI OIl a naIUraI parent. an ado"tive ~a...m. or a stepJ:larent of the child is 0". (72 P.S. 91 16 (a)(1.2)~ Th. tax rate imposed on the net vaw. of tranSfers to at tor th. uu of the d-=-dent's lin..1 benatlciaries is 4.5Y.. except as nm.d in 72 P.$. 911&( 1.2) (n P.S. 9116(aX 1I~ Th. we rare imJ:loSed on the ner IICIJue at transfers to at for ttte use of the decedent's siblings is 12'f. en. P.S. g11S(aX1.3)~ A sibling is d..,.,.., W1der S.aion 9102. as an individual who has at l.ast 0". patent in eommon with the dectlCiem, whether by blood or adapdon. . CooYnqht(c)20001armsattw__antv rh.~GtaUp.lnc. .._~ ~_. ..- --- REV-150Z EX +(1~97) SCHEDULE A CO....OHWEALTHOfPEHHSYLVAHIA REAL ESTATE INHERITANCE TAX AETURN RESIDENT OECEOE:NT EST ATE OF FILE NUMBER John W. Stabnau SS# 191-01-1137 01/10/2001 21-2001-0188 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 sen. both having reasonable knowledge of the relevant facts. Real property which is iointly-owned with riaht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH TOTAL (Also enter on line 1, Recapitulation) $ 0.00 (If more space is needed. insert additional sheets of the same size) Copyright (e) 1996 form sottw.re only CPSystems.Inc:. Form REV-f502 EX (R.... 1-97) REV-1503 EX +(1.97) SCHEDULE B STOCKS & BONDS COMMONWEALfH OF PENNSYLVANIA INHeAITANCETAX RETURN RESIDENT DECEOENT ESTATE OF John W. Stabnau SS4F 191-01-1137 01/10/2001 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-2001-0188 ITEM DESCRIPTION UNIT VALUE VALUE AT DATE NUMBER OF DEATH TOTAL (Also--enter on line 2, Recaoitulation) 0.00 (If more space is needed, insert additional sheets of the same size) Capyrlght(e) 1996 formsoftwlM'8 only CPSystems,lnc. Fonn REV-l503 EX (Rev. 1-97) REV-1S04 EX + (1-91) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John VI. 5tabnau SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP or SOLE-PROPRIETORSHIP 55!1 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER DESCRIPTION VALUE AT DA IE OF DEATH I TOTAL (Also enter on line 3, Rec.o~ul.tion) $ 0.00 (If more space is needed. insert additional sheets of the same size) Copy tight (c) 1996formsoftwllr.ontyCPSystems,lnc. Form REV-1504 EX (Rev. 1-97) REV-1507 EX +(1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John \I. Stabnau SCHEDULE D MORTGAGES & NOTES RECEIVABLE SSft 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 All property jointly-owned with the right of s\lrvivorship m\lst be disclosed on Sched\lle F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 4. Recanil\llation) $ 0.00 (If more space is needed. insert additional sheets of the same size) Copyright (c) 1996 form softWare only CPSysterns.lnc. Form REV-1S07 EX (Rev. 1-97) REV~ 1508 EX... (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEOENT ESTATE OF John II. Stabnau SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSjF 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 Include the proceeds of litigation and the date the proceeds were received by the estate. All prop.rty jointly-owned with the fight of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 DESCRIPTION Internal Revenue Service - 2000 Personal Income Tax Refund VALUE AT DATE OF DEATH 1,512.00 2 PA Department of Revenue 2000 Personal Income Tax Refund 71.00 TOTAL (Also enter on line S. Recanil1llation) $ 1,583.00 (If more space is needed, insen additional sheets of the same size) Copyrlght(e} 1996 form sottwue onty CPSystems, tnc:. ForM REV-1508 EX (RIIY. 1-97) REV-1509 ex +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX ReTURN RESIDENT DECEDENT ESTATE OF John W. Stabnau SCHEDULE F JOINTLY-OWNED PROPERTY SS!! 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 If an asset was made joint within one year of the decedent's date of death. It must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B. c. JOINTLY -OWNED PROPERTY, LETTER DATE DESCRIPTION OF PROPERTY 010 OF DATE OF DEATH ITEM FOR JOINT MADE Include name of flnancfilllnstltutJon and bank DATE OF DEATH DECO'S VALUE OF account number or similar Identifying number. NUMBER TENANT JOINT Attach deed. for jointly-held rut estate. VALUE OF ASSET INTEREST ECEDENrSINTEREST TOTAL (Also enter on line 6, Recacitulation) $ 0.00 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 farm SOftWill'$ only CPSystMns, lne. Form REV-1509 EX (RItY. 1-97) ""'."""'.".,,,"'. COMMONWEALni OF PENNSYLVAI4IA lNHERlTANCE TAX RETURN RESIDENT oeCEDENT ESTATE OF John W. 8tabnau SCHEDULE G INTER-YIVOS TRANSFERS & MISC. NON.PROBATE PROPERTY 01/10/2001 8811 191-01-1137 ALE NUMBER 21-2001-0188 This schedule must be ccmpleted and filed if the answer loany of questions 1 through 4 on the reverse side of the REV.1500 COVER SHEET is yes. ITEM ",,,.,,e. DESCRIPTION OF PROPERTY 1HQ..l.DE'lMiNMIEOF1M!TRNrI$FEAEI. nElRREI.A~TOO!CEOENTNGTHE 0Al'E0l'TRNeF8t 4.rtaCHAa:rtOfl'MOEEDI'CItll:EH.mJotl. ,~~ ~~e ~F DEATH Lena W. ~taOnau and John Ii. Stabnau Trus~ Agreemen~ da~ed 12/20/1989. (Attached) % OF DECO S INTEREST exCLUSION _. ., 1 20,651.91 100% 1,298.046 shares American Fds Inc. Fund of Amer-A Inc., CUSIP #453320103 2 492.7 shares ARK Fds Blue Chip Equity Portfolio, CUSIP #040711681 10,331.92 100% 3 10,375.10 100% 501.135 shares ARK Fds Capi~al Growth Por~folio, CUSIP #040711103 4 9,671.91 100% 881.669 shares ARK Fds Equity Index Insti~u~iona1 Portfolio, CUSIP #040711558 5 6,841.046 shares ARK Fds Income Por~folio Accrued Dividend 110.04. 68,478.87 6 6,74.8.466 shares ARK Fds In~ermedia~e Fixed Income Portfolio, CUSIP #040711640 Accrued Dividend 102.06 66,539.87 7 ARK Money Marke~ Portfolio _ Principal as of Date of Death Accrued Interest 24.22 14,033.29 8 ! i ARK Money Market Portfolio . Income as of Date of Death Accrued Interest 39.89 24,380.20 100% 100% 100% 100% 100% 100% 100% 100% 9 66,333.67 100% 6,673.407 shares ARK Fds Short Term Bond Portfolio, CUSIP #040711483 Accrued Dividend 106.18 100% TOTAL (Also enter on line 7, RecapiluJation) $ (If more space IS needed. tllSElft additional sheets of the same SlZS) TAXABLE VALUE 20,651.91 10,331.92 10,375.10 9,671.91 68,478.87 110.04 66,539.87 102.06 14,033.29 24.22 24,380.20 39.89 66,333.67 106.18 276,567.41 567,746.54 Estate of: J OM \1'. Stabnau Soc Sec #: 191-01-1137 Date of Death: 01/10/2001 Continuation of Schedule G (Inter-Vivos Transfers & Misc. Non-Probate Propert:y) Item Description of Property If Date of Death To Decd Exclusion Taxable Value Value of Asset Intrst: 10 12,357.718 shares ARK Fds US Government: 80nd Portfolio, GUSIP #040711475 Accrued Dividend 120,487.75 100% 120,487.75 177.60 100% 177.60 11 6 ,472 . 825 shares ARK Fds Value Equity Portfolio, GUSIP If 040711533 73 ,207.65 100% 73,207.65 12 621.893 shares Prudential GoVt: Plus Fd Inc., GUSIP 1F744339102 Accrued Dividend 5,509.97 100% 5,509.97 24.26 100% 24.26 76,844.36 100% 76,844.36 315.82 100% 315.82 ------------ 276,567.41 13 4,860.491 shares Prudential Natl Muns Fd. Inc., GUSIP 1F74391B203 Accrued Dividend REV-1511 EX +(1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETJ4X RETURN RESIDENT DECEOENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF John W. Stabnau Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 2- 3. SSII 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Egger Funeral Home, Inc. . Funeral Expense 4,405.28 2 Robert E. Robinson - Inscription on Monument 75.00 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Allfirst Trust Company of PA, NA Social Security Number(s) I EIN Number of Personal Representative(s) Street Address 8 West Hi~h Street City Carlisle State PA Zip 17013 2,500.00 Year(s} Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 450.00 4. Probate Fees Register of Wills 73.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Pennsylvania Vital Records - Death Certificates on Lena W. Stabnau 9.00 2 Reserve for Cost of Filing Inventory and PA Inheritance Tax 25.00 3 Reserve for Cost of Filing First and Final Account 500.00 4 Saidis, Shuff, Flower & Lindsay - Reimbursement for Cost of Advertising and Proof of Publication in the Cumberland Law Journal and The Sentinel 165.59 TOTAL (Also enter on "ne 9. RecaDitulation) $ 8,202.87 (If more space is needed, insert additional sheets of the same size) Copyrh;lht (c) 1996 torm sottw.re oRty CPSystems,Inc.. Form REV-1S11 EX (Re:v. 1-97) Estate of: John W. Stabnau Soc Sec #: 191-01-1137 Date of Death: 01/10/2001 Continuation of Schedule H-B4 (Probate Fees) Item Description il Amount 1 A1lfirst Bank - Reimburesment for Probate Filing Fee 63.00 2 Cumberland County Register of Wills - Additional Probate Fee 10.00 73.00 FlEV-151Z EX ..(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENl' OECEDEH'T ESTATE OF John W. Stabnau SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSift 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Graham Medical Clinic, P.C. - Medical Expense AMOUNT 77.12 2 Presbyterian Homes Inc. Convalescent Home Expense 558.06 3 Presbyterian Homes Inc. Balance due for Occupational Therapy 148.52 TOTAL (Also enter on line 10, RecaDitUlation} $ 783.70 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CP$ystems,lnc. Form REV-1S12 EX (R.v. 1-97) REV~1513 EX +(9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDeNT DeCEOENT ESTATE OF John W. Stabnau SSII 191-01-1137 01110/2001 NUMBER NAME AND ADDRESS OF PERSONtS) RECEIVING PROPERTY J. TAXABLE DISTRIBUTIONS [Include outnght spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Sylvia S. Kauffman 25 Wilson Street Carlisle, PA 17013-2843 2 Abby Miller 81 West Millport Road Apt. III Lititz, PA 17543 3 Adam Millet; 256 West Ridge Street Carlisle, PA 17013 4 Sharon B. Miller 585 Carlisle Road Newville, PA 17241-9568 Ht:'-".'I 'TO D Do Not List TrustM(s) Daughter Granddaughter Grandson Daughter FILE NUMBER 21-2001-0188 A....nUNT n~ SHARE m'-OF ESTATE 251. share of Residue $67,867.44 $1,000 Cash Bequest $1,000 Cash Bequest 251. share of Residue $67,867.44 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOve ON LN. 15 THRU la. AS APPROPRIATE. ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE O!STRIBUTIONS ON LINE 13 OF REV 1500 COveR SHEET S (If more space is needed, insert additional sheets of the same size) CopyrIght (e) ZOOO form software only The l.ackner Group.lnc:. Form AEV-1513 EX (Rev. 9-00) Estate of: John W. Stabnau Soc Sec #: 191-01-1137 Date of Death: 01/10/2001 Item II Continuation of Schedule J, Part I (Taxable Bequests) Name and Address of Beneficiary Relationship Amount or Share of Estate 5 Betty Lou Scheid 36 Squadron Line Road Simsbury, CT 06070 Stepchild 6 James E. Scheid, Jr. 1006 Jerusa1e~ Road Bristol, VT 05443 Step-Grandson 7 Steve W. Scheid 5289 Clematis Way West Jordan, UT 84084 Step-Grandson 8 Susan C. (Scheid) Vogt 6899 Rosecrest S.E. Caledonia, MI 49316 Step- Granddaughter 50% share of Residue $135,734.86 $1,000 Cash Bequest $1,000 Cash Bequest $1,000 Cash Bequest REV~ 1500 EX.. (6~00) CAPB HpRL EplO CRAC KOTK ES REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 2.80601 HARRISBURG, PA 1712.8-0601 DECEDENT'S NAME {LAST, FIRST, AND MIDDLE INITIAL) Stabnau John W. DATE OF DEATH (MM4DD-YEAR) v OFFICIAL USE ONLY l(r2tl -~ FILE NUMBER 21-2001-0188 NUMBER COUNTY CODE YEAR SOCIAL SECURI1Y NUMBER 191-01-1137 THIS RETURN MUST BE FILEO iN OUPliCATE WITH THE REGISTER OF WILLS S CIAL SECURlTY NUMBER D 3 date of death . Remainder Return prior to 12.-13-82) 5. Federal Estate Tax Retum RequIred 8. Total Numberof Safe Deposit Boxes C P o 0 R N R 0 E E S N T C o M p T U A T X A T I o N IDOLE INITIAL 1. Original Return 4. LImited Estate 6. Decedent Died Testate (Attach copy of WilD o 9. LItigation Proceeds Received X 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12.-12482.) 7. Decedent Maintained a LIving Trust (Attach copy of Irust) Spousal Poverty Credit None None None None 1,922.37 None None 10,075.00 None x X X X .0 0 .0 45 .12 .15 .....' 'S; ::~:~~!lt1'fI,L"l< NAME She1da W. Yantz, Trust Officer FIRM NAME(lfAppUcable) A11first Trust Com an of PA, NA TELEPHONE NUMBER 8 West High Street Carlisle, PA ~~~3 ~ CJ I' 0- 0 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 l) (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) CopyrIght (c) 2CCO torm software only The Lackner Group, Inc. (1) (2) (3) R E C A P I T U L A T I o N (4) (5) OFFICIAL USE ONLY (8) 1,922.37 (11) 10,075.00 (12) (8,152.63) (13) (14) (8,152.63) (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount ot Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. (8,152.63) Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS Green Rid e Villa e 210 Bi CITY Newville Road STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If Line 2 is greater than Line 1 + 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 S + SA. This is the BALANCE DUE. (5B) Make Cheek Payable 10: REGISTER OF WILLS, AGENT 0.00 0.00 0.00 0.00 0.00 .'.;;;iii::i:i:i:i:!i:i:.-i...'i.-i.-:.....:...';.::.ii...:HUi:: !:;;g';:HiHii:.-Hi.-i!.:nu;;::;;::::":"""""" ...,.....,....",._.,.-_.,...-..,..,. Lj;nHiii.':!.!.:.!.:.::.-!.!.!.!.i.'!.:.-!.!.!. """,,,,,,,;,,,:,,,;,,,,,;;,,:,,,,,,,,;,,,,,,,""';""";",'r"",""""';:::"':"",,:"""""""']';"";"",,,;,';::;:::::!1iii1:!1:::::;:::::::':":',,,::,,,,,";""",,,,"""',,,,,,,,";';";'i' PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1IIIiliililliiillllill!!illililiilill!m!i!"W!.WiWi!II!!!ill!iilliiW!!W!!!,!.WmmmiWli!i!iJ'" IN THE APPROPRIATE BLOCKS Yes No ~~ o o o ~ ~ ~ Under penalties of perjury, I declare that I halle e.xamined thIs return. IncludIng accompanying schedules and statements, and to the best of my knowledge and belief, it Is true, correct and complete. Declaration of preparer other than the personal representatllle Is based on alllnformatJon of which preparer has any knowledge. S{cNA.TUREOF PERSON RESPONSIBLE FOR FlUNG RETURN Allf irst Trust Company of PA, NA' ft. D '~~~ --t,~l-i~i~~-&~/t:g-6h-------------------------- SIGNATUAf OF PREPARER OTHER THAN REPRESENTATIVE Allfirst Trust Company of PA, NA 8 West DATE #r/tl2- 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 orfor the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (iJ]. 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) (ii)]. 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 appl"icable 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)1- 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 PS 9116(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~OOl REV-1508 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John VI. Stabnau SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSfJ 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 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 Adams Electric Cooperative - Due in December 2002 as Payout of Final Patronage Capital VALUE AT DATE OF DEATH 159.78 2 Adams Electric Cooperative General Retirement of a Portion of Patronage Capital through 12/31/00 40.05 3 Proceeds from Sale of 54 shares of Prudential Financial Incorporated 1,722.54 TOTAL (Also enter on line 5, Recapitulation) $ 1,922.37 (If moro space is needed, insert additional sheets of the same sizo) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1~971 REV-1511 EX t (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF John W. Stabnau SSfI 191-01-1137 01/10/2001 FILE NUMBER 21-2001-0188 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES, DESCRIPTION AMOUNT 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) Allfirst Trust Co. of Social Security Number(s) I EIN Number of Personal Representati\le(s) Street Address 8 W. High Street City Carlisle State FA (1 ,500.00 ) B. FA, NA Zip 17013 Year{s) Commission Paid: 2. Attorney's Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Coy Relationship of Claimant to Decedent State Zip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs A11first Trust Company of PA NA Termination Fee 10,300.00 2 Saidis, Shuff, Flower & Lindsay Statutes and Case Law Pertaining on PA Inheritance Tax Return Review and Research Tax to Income Interest and Reporting 875.00 3 Saidis, Shuff, Flower & Lindsay - Attorney's Fee RE: Trust 400.00 TOTAL (Also enter on line 9, Recapitulation) $ 10,075.00 (If more space is needed, insert additional sheets of the same size) copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) TRUST AGREEMENT THIS AGREEMENT by and between LENA W. STABNAU and JOHN W. STABNAU, her husband, of Green Ridge Village, Newville, pennsylvania, hereinafter referred to as "SETTLORS", AND DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, with main office in Harrisburg, Pennsylvania, hereinafter referred to as "TRUSTEE" . WITNESSETH: WHEREAS, the Settlor Lena W. Stabnau has conveyed to the Trustee, the property set forth in the attached Exhibit "A" and the joint Settlor John W. Stabnau has conveyed to the Trustee those assets set foerth in the attached Exhibit "B" and the Trustee does hereby acknowledge receipt of the same. NOW, THEREFORE, the parties wish to set forth herein the terms and conditions under which they have conveyed and received and hold the aforesaid assets, which terms and conditions are as follows: 1. Trustee shall invest and reinvest the assets constituting the corpus of this trust as described in Exhibits "A" and "B" attached hereto and receive the income and apply the income as follows: 1 FLOWER, KRAMER, MORGENTHAl & FLOWER - A TTORNEYS AT LAW ...YO&C''T''I.:n,;..uc-rorrT ,-"."IClr: "C'l'IlJ""CVr"Afl,JIA'I.......... "'''''1''' (a) Trustee shall pay to Green Ridge Village all expenses related to Settlors' residence therein, as well as to pay all other bills of expense, maintenance and "- insurance on behalf of the sett.lors; (b) Any income in excess of that necessary to meet the obligations to pay all the bills of the parties as set forth in subparagraph (a), shall be distributed to them in accordance with their joint written request made to the Trustee. Should either party be unable to join in a joint request by virtue of disability or death, then a joint request shall still be necessary but the requirement may be met by the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. If income of one year is not requested within Thirty (30) days after the end of the year, it shall be added to principal and reinvested. 2. The Settlors may, by joint request, in writing, invade the principal of the Trust in order to meet the expenses involving maintenance and enjoyment of life. Should either party be unable .to join in a joint request by virtue of disability or death, then a joint request shall still be necessary but' the requirement may be met by the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. 2 3. This Trust shall continue for the joint lives of the Settlors and upon the death of the last Settlor, distribution shall be made in accordance with the Wills of the Settlors executed of even date herewith. 4. The Trustee shall advance to the estate or estates of the Settlors sufficient moneys to pay inheritance, estate or other death taxes as well as administration expenses, should the assets of such estate or estate prove insufficient to meet such expenses. 5. Should any beneficiaries entitled to receive money or other assets from the estates of the Settlors, or from this Trust, be not of the age of majority, Trustee shall hold such assets in trust for such minor child until the age of 21, at which time such child shall be entitled to receive all of the principal and accumulated income which may then exist, subject, however, to the right of such child to receive any part of or all of the moneys held in trust for such child for higher education or extraordinary medical expenses. 6.. In all respects, the Trustee may use any and all of the income of the assets held by the Trust to meet all of the maintenance and medical expenses of the Settlors for and during their natural lives and should the Trustee find it to be necessary, the Trustee shall have the right, duty and obligation to invade the principal of this Trust in order to meet such expenses. 3 ". : 7. The situs of this Trust shall be Cumberland County, Pennsylvania. IN WITNESS WHEREOF, the parties hereto with the intention of being legally bound hereby, have caused this instrument to be executed this ~~ day of December, 1989. ~d/U_j~ Lena W. Stabnau, Settlor (.SEAL) (SEAL) abnau, Settlor ATTEST: a~p~ DAUPHIN DEPOSIT BANK AND TRUST ~tee ~_ 4 (~/u/ 4 EXHIBIT A PROPERTY CONVEYED TO THE TRUSTEE BY LENA W. WAGNER n/b/m LENA W. STABNAU 1. Certificate of Deposit, Commonwealth National Bank, dated 8/29/89, 8.15%, Due 1/29190, #1850097596 2. Certificate of Deposit, Commonwealth National Bank, dated 9/28/89, 8.20%, Due 2/28/90, #1850097965 3. Certificate of Deposit, Commonwealth National Bank, dated 3/24/89, 10%, Due 3/24/90, #1800095004 4. Certificate of Deposit, Commonwealth National Bank, dated 5/15/89, 9.50%, Due 5/15/90, #1800098631 5. 575,423 Units, Prudential-Bache Government Plus Fund, Inc., @ 9.39,per unit 6. 4,416.99 Units, Prudential-Bache National Municipals Funds, Inc. Total 15.000.00 32.000.00 10,000.00 25,000.00 5,403.22 67.005.74 154,408.96 EXHIBIT B PROPERTY CONVEYED TO THE JOINT TRUST OF LENA w. STABNAU AND JOHN W. STABNAU DATED DECEMBER 20, 1989, FROM TRUSTEE UNDER AGREEMENT DATED APRIL 18, 1988, WITH JOHN W. STABNAU Principal 1. Dauphin Deposit Bank and Trust Company Capital Reserve Account $ 12,100.00 2. Dauphin Deposit Bank and Trust Company CD. #0633015989, 8%, Due 3/17/90 10,000.00 7,465.38 3. 663 Units, Income Fund America Inc. 4. 100 Units, Nuveen TIE Bd Fd Multi St Series 90 PA Quarterly 5. 472 Units, Nuveen TIE Unit Series 72 Monthly 6. 99 Units, Nuveen TIE Unit Series 76 Monthly 7. Cash 11,031.00 48,203.00 9,528.75 40.89 8. 5,953 United, Fixed Income Fund of Dauphin Deposit Trust Company 57,185.68 $155,554.7-0 Income 1. Dauphin Deposit Bank and Trust Company Capital Reserve Amount $l1,BOO.OO 10.99 $11,810.99 2. Income Cash - "" 1"' ~ ... "'\"P51\willa\...b.....joO m. # 2llS1-o1 , LAST WILL AND TESTAMENT OF JOHN W. STABNAU I, JOHN W. STABNAU, of Green Ridge Village, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby revoking and making void all Wills and Codicils heretofore made by me. FIRST: I direct my Executor to pay all my just debts and funeral expenses, together with the administrative expenses as soon as may be done conveniently after my decease. SECOND: I have constructed certain items of tangible personal property and these I give to my daughters, SYLVIA M. KAUFFMAN and SHARON B. MILLER in equal shares. Should possession of those items make a substantial difference in the enjoyment of life to my wife, LENA W. STABNAU, those items may be retained by her for and during her lifetime. THIRD: All the rest, residue and remainder of my estate, I give to my wife, LENA W. STABNAU, for her use and benefit as long as she may live. Upon the death of my wife, LENA W. STABNAU, I direct that my residuary estate be divided as follows: (a) I give the sum of One Thousand ($1,000.00) Dollars. each, to each of the five (5) grandchildren, namely, JAMES E. SCHEID, JR., -~ - I" c\wpS1\wiIls\stabnau.jon m. # 2851-<)1 STEVEN W. SCHEID, SUSAN C. SCHEID VOGT, ADAM MILLER and ABBY MILLER. (b) I give and bequeath the remainder of my estate as follows: fifty (50%) percent of my remaining estate to my wife's daughter, BETTY LOU SCHEID; twenty-five (25%) percent of my remaining estate to my daughter, SYLVIA M. KAUFFMAN; and twenty-five (25%) percent of my remaining estate to my daughter, SHARON B. MILLER. FIFTH: I hereby nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, to be the Executor of this my Last Will and Testament, my said executor shall not be required to file Bond in this or any other jurisdiction. IN WITNESS WHEREOF, I ~~ Iu- 1995. u d have hereunto set my hand and seal this o?Cri- day of i~!~1A- U/, /~ U JO!#t W. Stabnau SIGNED. SEALED, PU6USHEO and DECLARED in the presence of: .~ . \ ,.~ 2 J1;I I c:\wpSl\..;ll<\ltab..u.joa rue # 28S1~ ", COMMONWEALTH OF PENNSYlVANIA ss COUNTY OF CUMBERLAND I, JOHN W. STABNAU, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Swom or affirmed to and acknowledgec;Lbefore me, by JOHN W. STABNAU, the Testator, this ~-I"- day of .:-y- If/' , 1995. ~., '~ ,;, 'U /I:::c l' _ ;> ~/~~ vi Jobr(W. Stabnau, Testator ~7"~'i~N""'V Not Public NOTARIAL SEAL TERESA J. BURKHOLDER, Notary p.J~':.: Carlisle, Cumbertand County, Pa My Commisr.ion e:.pire. Feb. 12, 19(;(, , 3 . l c::\wpSl\willa\_joIl /lie # 28S1~1 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, JAMF.S D. FLOWER and CAROL J. L!NDSl'.Y . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that JOHN W. STABNAU signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and 1995. Sworn or affirmed to and subscribed to before me by JN1ES D. J"LOVl'ER CAROL J. LINDSAY this ,--,2;..,'1... day of 0-' ...0_____ {I f ,. A taryy lie NOTARIAL SEAL iERESA". BURKHOLDER. Notary Public Cii't::e, Cumberland County Pa. M'::':.:::.'~ssion Ex!liI8S Feb. 12. 1995 4 PETITION FOR PROBATE and GRANT OF LETTERS Estate of John W. Stabnau also known as No. To: 21-01-188 Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 191-01-1137 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of a~e or older an the executor named in the last will of the above decedent, dated July 20, 1995 and codici\(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) . Oecendent was domiciled at death in Cumberland . . County Pennsylvania, with hIS last family or principal residence at 210 BIg Spnng Road, Newvllle, PA 17241 (list street, number and muncipality) Oecendent then 87 years of age died January 10,2001 at Green Ridge Village, West Pennsboro Township, Cumberland County, Pennsylvama . Except as follows, decedent did not marry, was not <;livorced 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: Oecendent 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: $ 8,000.00 $ . $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary f (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~ (";,J 'J ;:; ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N .A. F /K/ A DAUPHIN DEPOSIT BANK AND ~ Z 'l'UKU~T CUMYANY OJ .... 0::= -g .g C'd'= 0> 3:0... ~~ :l ~ ~ Oi, Vi OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I~" j :s:s COlJ NTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best ot' the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ~ALLFIRS before me this 16th day of By , February ,2001 77-m/r~/L/~ /I:?HL) ~//~ / R~~~ PENNSYLV~~UA, ~. ~ l::l ... l::: ~ Thomas E. Morkin, VIce PreSIdent :<:;- N.A. No 21-01-188 . Estate of JOHN H. STABNAU , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 16 ,2001 _, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s)dated July 20,1995 described therein be admitted to probate and filed of record as the last will of John H. Stabnau and Letters Testamentary are hereby granted to ALLFIRST TRUST COMPANY OF PENNSYLVANIA, N .A. r /1( /4. ( . DAUPHIN DEPOSIT BANK AND TRUST COMPANY ..j.. Probate, Letters, Etc. ......... $ Short Certificates( ).......... $ x-pages Renunciation ................ $ JCP $ 5.00 TQ1:AL...-- ~-&3. 00, 40.00 9.00 9.00 " rJ2"y() ~N"~'''~ :/ .-. ,- .,;.; of Willi . '" "Z4' I ,~ .--r 1.. ",,,-- / I ~tc:n cU ')t ~ Ja es D. Flower, Esquire #06727 ATTORNEY (Sup. Ct. LD. No.) FEES 26 West High Street, Carlisle, P A 17013 ADDRESS 717-243-6222 Filed~ PHONE ~-" ~ H105.805 REV 9186 This is to certify that the information here given is correctly copied from an original certificate of death dul~ filed wirh me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filmg. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ",',IIIIU"""""...... ,,"::' ,,~1." OF PE;;--.-_ \\'.~~'l" "1'-- ,\....~' .. CH . ~\ ~~~. ~ . ~~ !~'.~ - '-"-~-" '- ~i ~~-: ~-;: ~ ~I.... '.""'..'" .... 1:2:0. ~ \*t '.. ~.' ":J" .~I*l \~ .~...r. ~", "\.~ '. ~.... -........ "frMENl \\\ ~\:"",,\ 4>"";""""/#JIII1""" n...... t\. ~eu-~~ Local Registrar Fee for this certificate, $2.00 P 6947787 JAN 1 5 2001 Date 21-01-188 H105.14,JAfn/,2.'87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH "OT .. COUNTY OF OEPH UNDER 1 0If:f Hours I MInu\.. STAll! Fill :'oIUM8E~ SOCIAL SECURITY NUMBER ~NT <K NAMEOFDECECENTlf.r;-MidOie~---.---_.'--------------- sex ,. .. male '.191 - 01 )0 dCOi BIRTHPLACE (c.t) i1r.d ~.oeFcre.onCountr'1'J =.,,0 ~\ Cumb DECEDENT'S USUAL OCCUMllON (~~-:~:o~::~,~ . ".. Su erin:t"enten ",Oil Pi DECEDENT'S "'AlUNG AOOAESS (Sfl., City/Towrl'l"l, StIle. Zip Codel III. Ie. w. Pennsboro .... toNO Of 8USlHESSrnNOUS1RY MARITAl STATUS. Mamed Ne~ Marr". WidowM. _lS_ SURVIV1NG SPOUSE I" -e. \)I""e maiden n.m.\ 210 Big Spring Rd ,&. Newville pa 17241 FRHeR'S NAMe (First. MiOdIe. lastl 11. Gottfred Stabnau INFOAMAHT'S NAME rr-""'" eline DECEDENT'S ACTUAL RESIDENCE -""""""'" on Dlhet SIde) ... 17.. Slale Pi'! "., -- ""Wl. _, "..0 ::...--:.:::'" MOTHER'S NAME (Firtt Mic:KJe. Ma1den SurNmeI II. ar'a INFORMANT'S MAIUHO AOOAESSlStreel CiI\rITOwn, S&.te. Zip Codel _.585 Carlisle Rd. Newville, Pa 17241 PLACE OF OtSPOSl'l1ON. Hwne 01 Cernefery. CtfI1lOlry LOCAJ1ON . City/fooaon, St*e. ZIP Coda 0# 0tMf PIaqI w. Pennsboro _. ,... ('nmh _. W.~stminster Presby Cern NAME AND AOORESS~ FACIUTY ~ er Funeral Home Inc. \.ICEN8E NUMBER ~fflintown, Pa. 15 B~g Spring Ave lO.3COI ~(.z.HCJ rn DUE 10 (OR AS A CONSEQUENCE E ... I Appro.um..le 11nt....,.___ : 0ftMI and death . I PART H: rdiac 01 respirllllory aftesl, shoCtl 01 Mart failure l : .. WERE AUTOPSY FINDINGS A\AJlABLE PRIOR 10 COMPLEllON OF CAUSE 01' 0Emt? DUE 10 (OR AS A CONSEOUENCE 0Fl: ("P... E DUE. 10 (OR AS A CONSEOUENCE OF): MANNER OF DEATH DATE OF INJURY {Mcn1h. Cay, -ar) Tlwe OF INJURY INJUAY AT 'M)AI(? OESCRteE 't'ON IKJURY OCCUARED. -- o o Homicide Pending Inwesl;g.llon Cou'd noli be det.l'mtned D o o PlACE OF ItoU1JAY. At hOm.. farm~"'I, factory. om.:. M. building. ett.lSpecttvJ '00. _ D NoD ....... -MEDICAL EXAMINER/CORONER :;:::-. ~:~t::::,~~.I~~~I~~ .~~~ ~~:~~t.i!~I,i~~: ~~ ~"'. ~~~~i~~: ~~~~~ ~~~~~~ ~~ ~~ ~I~~',~~I~: ~~~.~r~~~: ~~.~~~ ~~ ~~: ~~u~~~).~~ 0 31*_ REGISTRAFl'SSIGNATUAEANONU~ . ". '"'.... . ...~ ~ l"1 ~\.-~ \c;41 i9-l\ 101 \ d... d-.lSO \ _0 NoD ......... - ..... CERTWIER lCh<<:k onl\' 00iIl -CEllTIFYING PHYSICIAN (PhySlCl8f'l c~ caused Qnth wh.... oiI't(IItler ptIvscoan has pl'Ol"tOlIroc(Jd dea'" 81'10 comPleted lIem 231 To'" bnt of my II;~. de.'" occurnd due to..... cause(s) afld manne, a. sl.Ied. . . . . . . . . . . . . . . . . . >t. -PRONOUNCING AND CERTIFYING PHYSICIAN (F'hygc.en bOIf1 pronounclt'l9 aeatf'l and cen!fy.ng IOcause 01 dealttl To Itw tMet of my kno",lHgft. d..thoecufflHf.tlhetkne.date, andplac., anddu.'othllc.uyts)anclmann.'..slatect.."........,............. c::\wpS1\wilIs\stabnau.jon me # 2851-01 21-01-188 LAST WILL AND TESTAMENT OF JOHN W. STABNAU I, JOHN W. STABNAU, of Green Ridge Village, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby revoking and making void all Wills and Codicils heretofore made by me. FIRST: I direct my Executor to pay all my just debts and funeral expenses, together with the administrative expenses as soon as may be done conveniently after my decease. SECOND: I have constructed certain items of tangible personal property and these I give to my daughters, SYLVIA M. KAUFFMAN and SHARON B. MILLER in equal shares. Should possession of those items make a substantial difference in the enjoyment of life to my wife, LENA W. STABNAU, those items may be retained by her for and during her lifetime. THIRD: All the rest, residue and remainder of my estate, I give to my wife, LENA W. STABNAU, for her use and benefit as long as she may live. Upon the death of my wife, LENA W. STABNAU, I direct that my residuary estate be divided as follows: (a) I give the sum of One Thousand ($1,000.00) Dollars, each, to each of the five (5) grandchildren, namely, JAMES E. SCHEID, JR., -~ c:\wpS1\wills\stabnau.jon file 1/ 2851-01 STEVEN W. SCHEID, SUSAN C. SCHEID VOGT, ADAM MILLER and ABBY MILLER. (b) I give and bequeath the remainder of my estate as follows: fifty (50%) percent of my remaining estate to my wife's daughter, BETTY LOU SCHEID; twenty-five (25%) percent of my remaining estate to my daughter, SYLVIA M. KAUFFMAN; and twenty-five (25%) percent of my remaining estate to my daughter, SHARON B. MILLER. FIFTH: I hereby nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, to be the Executor of this my Last Will and Testament, my said executor shall not be required to file Bond in this or any other jurisdiction. IN WITNESS WHEREOF, I ~<r ,1995. d have hereunto set my hand and seal this o?dtJ-- day of J~!vvv- u/< /ftii[~.~ () Jol#I W. Stabnau SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: .~. 2 J-vt) ,::\wpS1\wills\stabnau.jon file 1/ 2851-01 COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND I, JOHN W. STABNAU, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledgeCbbefore me, by JOHN W. STABNAU, the Testator, this c\XJ7A- day of ~,;/d(r ' 1995. ~ '. ~-/~~ ~... Jonr(W. Slabnau, Testator ! ". '",--~/' /hMAJ Not Public NOTARIAL SEAL TERESA J. BURKHOLDER, Notary Pv:::: Carlisle, Cumberland County, Pa. My Commission ex res Feb. 12, 19~'):,:..J 3 1::\wpSl\wills\stabnau.jon me # 2851-01 COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND We, JAHES D. FLOWER and CAROL J. LINDSAY , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to taw, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that JOHN W. STABNAU signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and 1995. Sworn or affirmed to and subscribed to before me by JNfES D. ~LOWER CAROL J. LINDSAY this (~A..., day of ~ y NOTARIAL SEAL TEA:: Sr\ 9. BURKHOLDER. Notary Public ( ...., . I" C berland County . ,~., ",:t:, urn . Pa. ~:r"."...~'~sslon expires Feb. 12, 1996 4 ~/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: John W. Stabnau Date of Death: January 10, 2001 W.i-l-l No. 21-2001-0188 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file ~ 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 No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Or~hans' Court and may be attached to this report. Allfirst Trust Com an of Pennsylvania, Executo 0 th~Jo n Stabnau Estate By: ~ Signature N.A. .-cO,., ~, Trust Officer Date: September 4, 2002 Shelda W. Yantz Name (Please type or print) 8 W. High Street, Carlisle, PA 17013 Address -"," .....-,.. ( 717) 2.40-6710 Tel. No. p Capacity: x Personal Representative Counsel for personal representative (MAH:rmf/AM3) \ /6 -;2//-c2 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RecOrdedC:>H1Ce of Register \NiHs .01 NOY 30 P 3 :20 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-26-2001 STABNAU 01-10-2001 21 01-0188 CUMBERLAND 101 SHELDA W YANTZ ALLFIRST TRUST 8 W HIGH ST CARLISLE CO OF ~erk-C' ''';0:.111 PA 1 tf:ltJ'beriand Co.. PA '* REY-1547 EX AFP 112-001 JOHN W Allount Rellitted 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:i5'~'-j-E;f-iFP-fi2:ooT-NOTicE--oF-YNHEifi;:ANCE-~fAX-AppRAiSEMENy-,--iil-oWANcE-oR"------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STABNAU JOHN W FILE NO. 21 01-0188 ACN 101 DATE 11-26-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19" Principal Tax Due TAX CREDITS: .00 X 00 = .00 560,342.97 X 045 = 25,215.43 .00 X 12 = .00 .00 X 15 = .00 (19)= 25,215.43 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) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1.583.00 .00 567,746.54 (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/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) 1l0) 8,202.87 783.70 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 569,329.54 8.986 57 560,342.97 .00 560,342.97 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478257 1,157.89 22,000.00 10-10-2001 CDOO0365 .00 2,593.37 TOTAL TAX CREDIT 25,751.26 BALANCE OF TAX DUE 535.83CR INTEREST AND PEN. .00 TOTAL DUE 535.83CR . 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) E: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: John W. Stabnau Date of Death: January 10, 2001 Will No. 2001-00188 Admin. No. To the Register: I certify that notice of beneficial interest 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 4-13 -01 : Name Address Sylvia S. Kauffman 25 Wilson Street, Carlisle, PA 17013-2843 Sharon B. Miller 585 Carlisle Road, Newville, PA 17241-9568 Betty Lou Scheid 36 Squadron Line Road, Simsbury, CT 06070 Notice has now been given to all persons entitled thereto under Rule 5.6(a) excePt,~ Date; 4-20 -01 Name Shelda W. Yantz, Trust Officer Address 8 West High Street Carlisle, PA 17013 Telephone (717) 240-6710 Capacity: x Personal Representative Counsel for personal representative CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: John W. Stabnau Date of Death: January 10, 2001 Will No. 2001-00188 Admin. No. To the Register: I certify that notice of beneficial interest 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 .4- 20-01 Name Adam Miller .Abby Miller Address 256 West Ridge Street, Carlisle, PA 17013 81 West Millnort Road. Apt #1. Lititz. PA 17543 ~James E. Scheid, Jr. 1006 Jerusalem Road. Bristol. VT 05443 Steven W. Scheid 5289 Clematis Way. West Jordan. UT 84084 ~usan C. (Scheid) Vogt 6899 Rosecrest S.E.. Caledonia. MI 49316 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except~ Date ~ 4-20 -01 Name She Ida W. Yantz, Trust Officer Address 8 West High Street Carlisle, PA 17013 Telephone (717) 240-6710 Capacity: x Personal Representative Counsel for personal representative sr c....../ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of John W. Stabnau No. 21-2001-0188 al!so known as Date of Death 01/10/2001 ,Deceased Social Security No. 191-01-1137 A11first Trust Company of PA, NA, 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 nlJ real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative Name of Attorney: James D. Flower, Sr. Signature: I.D. No.: 25-1694606 Signature: Address: 26 W. High Street Address: 8 West High Street Carlisle, PA 17013 Carlisle, PA 17013 Telephone: 717 243-6222 Telephone: 717/240 - 6710 Dated: 10/09/01 Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 11,196.21 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. Form IIRW-7 (1992) Estate of: Date of Death: County: INVENTORY John W. Stabnau 01/10/2001 Cumberland CASH: Internal Revenue Service - 2000 Personal Income Tax Refund 1,512.00 Ohio National Life Insurance Co. Policy #B182118 1,000.00 PA Department of Revenue - 2000 Personal Income Tax Refund 71.00 Prudential Life Insurance Policy #P0096049 8,613.21 TOTAL RECEIPTS OF PRINCIPAL........ ....... 11,196.21 11,196.21 ---------------- ---------------- COMMONWEA.LTH 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 TRUST COMPANY C/O SHELDA YANTZ TRUST OFFICER 8 WEST HIGH STREET CARLISLE, PA 17013 ____n~_ fold ESTATE INFORMATION: SSN: 191-01-1137 FILE NUMBER: 21-2001- 0188 DECEDENT NAME: ST ABNAU JOHN W DATE OF PAYMENT: 10/10/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/10/2001 NO. CD 000365 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,593.37 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ALLFIRST TRUST COMPANY C/O SHELDA YANTZ TRUST OFFICER CHECK#2231177733 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $2,593.37 MARY C. LEWIS REGISTER OF WILLS Ib-c2//- ob BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-1607 EX iFP [12-001 SHELDA W YANTZ ALLFIRST TRUST 8 W HIGH ST CARLISLE "02 FEB-1 of DATE ESTATE OF DATE OF DEATH FILE NUMBER P 1 :4l0UNTY ACN 12-31-2001 STABNAU 01-10-2001 21 01-0188 CUMBERLAND 101 JOHN W CO OF PA Allount Rellitted Cierh- PA 17 0 IG:tlmbsu . _A~ luiJ-\ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. 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 RECORDS ~ REV =i6'ifj-ex-AFP-fi'2:ooY------...--iNHERiYANcE-TA3f-sYjrfEHE-NT-oF'-Ac-ccjU'Nf--...------------------ --- ESTATE OF STABNAU JOHN W FILE NO.21 01-0188 ACN 101 DATE 12-31-2001 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 DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. . DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-26-2001 P R I N C I PAL TAX DUE: .....................nnn........................................nnn..........n......................................................nnn.......n.........n.nn.......nn.nn................................. 25.215.43 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478257 1.157.89 22.000.00 10-10-2001 CDOO0365 .00 2.593.37 12-12-2001 REFUND .00 535.83- TOTAL TAX CREDIT 25.215.43 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2001-0188 ESTATE OF JOHN W. STABNAU, DECEASED ----------------------------------- ----------------------------------- FIRST AND FINAL ACCOUNT OF Allfirst Trust Company of Pennsylvania, N.A., Executor ================================================================================= Date of Death: January 10, 2001 Date of Executor's Appointment: February 16, 2001 Date of First Advertisement of Letters: February 26, 2001 Accounting for the Period: January 10, 2001 to May 2, 2002 =:=============================================================================== Purpose of Account: Allfirst Trust Company of Pennsylvania, N.A., Executor, offers 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: Allfirst Trust Company of Pennsylvania, N.A., 8 West High Street Carlisle, PA 17013 (717) 240-6710 OR Thomas E. Flower Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 SUMMARY OF ACCOUNT Estate of John W. Stabnau, Deceased For Period of 01/10/2001 through 05/02/2002 Page Proposed Distributions to Beneficiaries 12 PRINCIPAL Receipts: Per Inventory Filed 3 This Account 3 Net Gain (or Loss) on Sales or Other Disposition 4 Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Fees and Commissions 5 5 5-6 6 Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand 7 For Information: Investments Made Changes in Investment Holdings 8 INCOME Receipts: This Account 9 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements 10 Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 11 Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 2 Current Value 5,280.58 --------------- --------------- 783.70 4,480.28 259.59 2,725.00 Fiduciary Acquisition Value 5,280.58 --------------- --------------- 11,196.21 340.05 1,722.54 13,258.80 8,248.57 5,010.23 0.00 5,010.23 277.35 0.00 277.35 7.00 270.35 0.00 270.35 5,280.58 RECEIPTS OF PRINCIPAL Per Inventory Filed: CASH: Internal Revenue Service - 2000 Personal Income tax refund Ohio National Life Insurance Company - proceeds from policy #B182118 PA Department of Revenue - 2000 Personal income tax refund Prudential Life Insurance Company - proceeds from Policy #P0096049 CASH: 08/30/01 Tax Relief Check per 2001 Tax Act 01/28/02 Adams Electric Coop General Retirement of a portion of patronage capital STOCKS/LISTED: 04/19/02 54 shares Prudential Financial Incorporated - conversion from mutual to stock company 1,512.00 1,000.00 71.00 8,613.21 300.00 40.05 0.00 TOTAL RECEIPTS OF PRINCIPAL............... 3 Fiduciary Acquisition Value 11,196.21 11,536.26 0.00 11,536.26 -------------- -------------- 04/25/02 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL 54 shares Prudential Financial Incorporated Net Proceeds Fid. Acq. Value 1,722.54 0.00 TOTAL GAINS AND LOSSES/PRINCIPAL........... LESS LOSS............................. NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Gain 1,722.54 1,722.54 0.00 1,722.54 Loss 0.00 04/11/01 04/20/01 07/18/01 04/04/01 05/07/01 04/12/01 04/12/01 04/16/01 10/03/01 10/03/01 02/12/02 DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT Graham Medical Clinic, P.C. - medical expense 77.12 Presbyterian Homes Inc. - nursing home expense 558.06 Presbyterian Homes Inc. - medical expense 148.52 TOTAL DEBTS OF DECEDENT............................. FUNERAL EXPENSES Egger Funeral Home, Inc. - funeral expense 4,405.28 Robert E. Robinson - lettering for John W. Stabnau monument 75.00 TOTAL FUNERAL EXPENSES.............................. ADMINISTRATION EXPENSES Cumberland Law Journal - Cost of Advertising and proof of publication 75.00 The Sentinel - Cost of Advertising and proof of publication 90.59 Cumberland County Register of Wills - Probate filing fee 63.00 Cumberland County Register of Wills - Filing and Recording fees for Inheritance Tax Return 15.00 Cumberland County Register of Wills - Filing and Recording fees for Inventory 13.00 Cumberland County Register of Wills - Short Certificate for John Stabnau 3.00 TOTAL ADMINISTRATION EXPENSES... .................... 5 783.70 4,480.28 259.59 03/04/02 FEES AND COMMISSIONS Saidis, Shuff, Flower & Lindsay - attorney fees review and research of tax statutes 875.00 RESERVE: Allfirst Trust Company of PA, N.A. - Executor's Fee 1,000.00 Filing Fees 400.00 Saidis, Shuff, Flower & Lindsay - attorney fee 450.00 TOTAL FEES AND COMMISSIONS.......................... TOTAL DISBURSEMENTS OF PRINCIPAL........ . . . . . . . . . . . . 6 2,725.00 8,248.57 ---~---------- -------------- # Units Description PRINCIPAL BALANCE ON HAND Ark Money Market Portfolio Current Value or as Noted 5,010.23 --------------- --------------- 5,010.23 7 Fiduciary Acquisition Value 5,010.23 5,010.23 CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Prudential Financial Incorporated 04/19/02 04/25/02 54 shares inventoried (54)shares sold o 8 Cost 0.00 0.00 0.00 -------------- -------------- RECEIPTS OF INCOME INTEREST Ark Money Market Portfolio 04/02/01 05/01/01 06/01/01 07/01/01 OEi/01/01 09/04/01 10/01/01 11/01/01 1U03/01 0:/02/02 OU01/02 03/01/02 04/01/02 05/01/02 15.91 22.14 17.98 19.72 18.97 17.98 16.40 13.47 11.11 10.36 9.98 8.76 8.00 8.03 Ohio National Life Insurance Company 03/12/01 Prudential Life Insurance Company 03/20/01 TOTAL INTEREST INCOME..................... TOTAL RECEIPTS OF INCOME.................. 9 198.81 6.78 71.76 277.35 -------------- -------------- 277.35 -------------- -------------- 04/09/02 DISBURSEMENTS OF INCOME PA Department of Revenue - Fiduciary income tax due 7.00 TOTAL DISBURSEMENTS OF INCOME.................. 10 7.00 -------------- -------------- # Units Description INCOME BALANCE ON HAND Current Value or as Noted 270.35 Ark Money Market Portfolio 270.35 --------------- --------------- 11 Fiduciary Acquisition Value 270.35 270.35 # Units PROPOSED DISTRIBUTIONS TO BENEFICIARIES Sylvia M. Kauffman Distribution - 25% of Residue Sharon B. Miller Distribution - 25% of Residue Betty Lou Scheid Distribution - 50% of Residue Current Value or as Noted 1,320.14 1,320.14 1,320.15 1,320.15 2,640.29 2,640.29 5,280.58 12 Fiduciary Acquisition Value 1,320.14 1,320.14 1,320.15 1,320.15 2,640.29 2,640.29 5,280.58 -------------- -------------- AFFIDA VIT Allfirst Trust Company of Pennsylvania, N.A., Executor under the Last Will and Testament of JOHN W. STABNAU, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its 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 its 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. Subscribed and sworn to by r~fuoLS e. IhHK,'^ before me this -15- day of ~,2002. . ~.uJ~ 2. i<c1R~ Notary Public a, N.A., Executor Notarial Seal Gwe,ndolyn E. Killian, Notary Public Carlisle 8oro, Cumberland County My Commission Expires Nov, 22, 2004 Member. PennSYlvania Association of Notaries 13 TRUST AGREEMENT THIS AGREEMENT by and between LENA W. STABNAU and JOHN W. STABNAU, her husband, of Green Ridge Village, Newville, Pennsylvania, hereinafter referred to as "SETTLORS", AND DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, with main office in Harrisburg, Pennsylvania, hereinafter referred to as "TRUSTEE" . WITNESSETH: WHEREAS, the Settlor Lena W. Stabnau has conveyed to the Trustee, the property set forth in the attached Exhibit "A" and the joint Settlor John W. Stabnau has conveyed to the Trustee those assets s~t foerth in the attached EXhibit "B" and the 'l'rustee does hereby acknowledge receipt of the same. NOW, THEREFORE, the parties wish to set forth herein the terms and conditions under which they have conveyed and received and hold the aforesaid assets, which terms and conditions are as follows: 1. Trustee shall invest and reinvest the assets constituting the corpus of this trust as described in Exhibits "A" and "B" attached hereto and receive the income and apply the income as follows: 1 FLOWER, KRAMER, MORGENTHAL & FLOWER - ATTORNEYS AT LAW ------- -. -- ..... - ........!It....,,....,,. "............ ."""1'1 ""'1.0 (a) Trustee shall pay to Green Ridge village all expenses related to Settlors' residence therein, as well as to pay all other bills of expense, maintenance and insurance on behalf of the Settlors: (b) Any income in excess of that necessary to meet the obligations to pay all the bills of the parties as set forth in subparagraph (a), shall be distributed to them in accordance with their joint written request made to the Trustee. Should eithe~ party be unable to join in a joint request by virtue of disability or death, then a joint request shall still be necessary but the requirement may be met by the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. If income of one year is not requested within Thirty (30) days after the end of the year, it shall be added to principal and reinvested. 2. The Settlors may, by joint request, in writing, invade the principal of the Trust in order to meet the expenses involving maintenance and enjoyment of life. Should either party be unabl~ to join ina joint request by virtue of disability or death, then a joint request shall still be necessary but' the requirement may be met bx' the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. 2 \ 3. This Trust shall continue for the joint lives of the Settlors and upon the death of the last Settlor, distribution shall be made in accordance with the Wills of the Settlors executed of even date herewith. 4. The Trustee shall advance to the estate or estates of the Settlors sufficient moneys to pay inheritance, estate or other death taxes as well as administration expenses, should the assets of such estate or estate prove insufficient to meet such expenses. 5. Should any beneficiaries entitled to receive money or other assets from the estates of the Settlors, or from this Trust, be not of the age of majority, Trustee shall hold such assets in trust for such minor child until the age of 21, at which time such child shall be entitled to receive all of the principal and accumulated income which may then exist, subject, however, to the right of such child to receive any part of or all of the moneys held in trust for such child for higher education or extraordinary medical expenses. 6.. In all respects, the Trustee may use any and all of the income of the assets held by the Trust to meet all of the maintenance and medical expenses of the Settlors for and during their natural lives and should the Trustee find it to be necessary, the Trustee shall have the right, duty and obligation to invade the principal of this Trust in order to meet such expenses. 3 '. 7. The situs of this Trust shall be Cumberland County, pennsylvania. IN WITNESS WHEREOF, the parties hereto with the intention of being legally bound hereby, have caused this instrument to be executed this ~~ day of December, 1989. a~;1~ ~d"'cJ~ ~SEAL) Lena W. Stabnau, Settlor ---9-Jd.~/t(/, ~ (SEAL) ~hn-W. St.abnau, Settlor DAUPHIN DEPOSIT BANK AND TRUST COMP~; T;ustee ~~4~/U/ ATTEST: 4 EXHIBIT A PROPERTY CONVEYED TO THE TRUSTEE BY LENA W. WAGNER n/b/m LENA W. STABNAU 1. Certificate of Deposit, Commonwealth National Bank, dated 8/29/89, 8.15%, Due 1/29/90, #1850097596 2. Certificate of Deposit, Commonwealth National Bank, dated 9/28/89, 8.20%, Due 2/28/90, #1850097965 3. Certificate of Deposit, Commonwealth National Bank, dated 3/24/89, 10%, Due 3/24/90, #1800095004 4. Certificate of Deposit, Commonwealth National Bank, dated 5/15/89, 9.50%, Due 5/15/90, #1800098631 5. 575,423 Units, Prudential-Bache Government Plus Fund, Inc., @ 9.39,per unit 6. 4,416.99 Units, Prudential-Bache National Municipals Funds, Inc. Total 15,000.00 32,000.00 10,000.00 25,000.00 5,403.22 67,005.74 154,408.96 EXHIBIT B PROPERTY CONVEYED TO THE JOINT TRUST OF LENA W. STABNAU AND JOHN W. STABNAU DATED DECEMBER 20, 1989, FROM TRUSTEE UNDER AGREEMENT DATED APRIL 18, 1988, WITH JOHN W. STABNAU Principal 1. Dauphin Deposit Bank and Trust Company Capital Reserve Account $ 12,100.00 2. Dauphin Deposit Bank and Trust Company CD. #0633015989, 8%, Due 3/17/90 3. 663 Units, Income Fund America Inc. 10,000.00 7,465.38 4. 100 Units, Nuveen TIE Bd Fd Multi St Series 90 PA Quarterly 5. 472 Units, Nuveen TIE Unit Series 72 Monthly 6. 99 Units, Nuveen TIE Unit Series 76 Monthly 7. Cash 11,031.00 48,203.00 9,528.75 40.89 8. 5,953 United, Fixed Income Fund of Dauphin Deposit Trust Company 57,185.68 $155,554.70 Income 1. Dauphin Deposit Bank and Trust Company Capital Reserve Amount 2. Income Cash $11,800.00 10.99 $11,810.99 1- I ....\.......<1\_..:'11..\ _00._'-__.. :...._ ~,_. -.-.. "''' ... \. - 4-" \.....- ,.....""&.MAtN.f""... ..........". MWW.~'" .. LAST WILL AND TESTAMENT OF JOHN W. ST ABNAU I, JOHN W. STABNAU, of Green Ridge Village, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby revoking and making void all Wills and Codicils heretofore made by me. FIRST: I direct my Executor to pay all my just debts and funeral expenses, together with the administrative expenses as soon as may be done conveniently after my decease. SECOND: I have constructed certain items of tangible personal property and these I give to my daughters, SYLVIA M. KAUFFMAN and SHARON B. MILLER in equal shares. Should possession of those items make a substantial difference in the enjoyment of life to my wife, LENA W. STABNAU, those items may be retained by her for and during her lifetime. THIRD: All the rest, residue and remainder of my estate, I give to my wife, LENA W. STABNAU, for her use and benefit as long as she may live. Upon the death of my wife, LENA W. STABNAU, I direct that my residuary estate be dMded as follows: (a) I give the sum of One Thousand ($1,000.00) Dollars, each, to each of the five (5) grandchildren, namely, JAMES E. SCHEID, JR., -~ ,.. I ::\;:'''i=~:'\;''-~\~''''UU4U.jUU 4Uc;.. zojj,,~l I I- STEVEN W. SCHEID, SUSAN C. SCHEID VOGT, ADAM MILLER and ABBY MILLER. (b) I give and bequeath the remainder of my estate as follows: fifty (50%) percent of my remaining estate to my wife's daughter, BETTY LOU SCHEID; twenty-five (25%) percent of my remaining estate to my daughter, SYLVIA M. KAUFFMAN; and twenty-five (25%) percent of my remaining estate to my daughter, SHARON B. MILLER. FIFTH: I hereby nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, to be the Executor of this my Last Will and Testament, my said executor shall not be required to file Bond in this or any other jurisdiction. day of IN WITNESS WHEREOF, I d~-/ ~ 1995. u d have hereunto set my hand and seal this c?~ J~,VV<- u/~ /~ U Jo!#t W. Stabnau SIGNED. SEALED. PUBUSHED and DECLARED in the presence of: 2 ~ c;;\wp5.i.\WUl$\StaOlUlU.JOIl tile # 2H:il-ol COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND I, JOHN W. STABNAU, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Swom or affirmed to and acknowledgec;Lbefore me, by JOHN W. STABNAU, the Testator, this c0t3-t'- day of ~_LLi/' I 1995. ~" A~...' ., u ~" ..;t/ ~ -/~ ~............... J JoMW. Stabnau, Testator ~7r~~tG3-'4-1~d!~.J Not Public NOTARIAL SEAL TERESA J. BURKHOLDER, Notary P:.:::;:. Carlisle, Cumberland County, Fa My Commiss.ion ~Pire' Fib. 12, 19S::, 3 f' I ::\":;~::'\...~\.wiuwu.jUJ1 lAic.. ~j"...u.i I I. COMMONWEALTH OF PENNSYLVANIA 55 COUNTY OF CUMBERLAND VVe, JAHES D. FLOWER and CAROL J. LINDSAY . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that JOHN W. STABNAU signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and 1995. Swom or affirmed to and subscribed to before me by J M1E S D. ,.FLO\;\TER CAROL J. LINDSAY this ,;:ki7/('" day of 4~~~ J f tary YOlic NOTARIAL SEAL '!";:c,...... 8 1_. ;~:;;~ J. URKHOLDER. Notai'Y Public ( -., ..1" Cumbertand ('A"POf... . !~"i.~.;l::, -"1: Pa. ~-':';' :.:" .';;',';1ssion Expires Feb. 1~ 1996 _.. _"__ 4,. fttI 4 ~ /6 -c2//-e COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT BUREAU OF INDI\ ~ TAXES INHERITANCE TAX D' ~ DEPT. 280601 HARRISBURG, PA Jl SHElDA W YANTZ ALlFIRST TRUST 8 W HIGH ST CARLISLE DATE ESTATE OF ,_ ", ,.,~, '1{~,,,,,.t,I',':ih"r r~. ,:t.;.~:r..',I!.;'.;~~...' t~ ~~M:~:TH 'UlO/JUi !~1 ')" ';COUNTY ,_ Jd" '- . '. ., ACN 06-14-2002 STABNAU 01-10-2001 21 01-0188 CUMBERLAND 101 CO OF PA q, \,.. ~...:- : a ,\,~~'\tj~,-_, ,'" :__': f' '(.;;,' !~'tfm\l',~;i P A \ '1 \{}~'l~;f'm.,,~' . Allount Rellitted '* REV-U93 EX AFP [12-001 JOHN W MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, 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 RECORDS ~ REV=isiij-E3f-AFP-fi'2-:ooY-----i"i-iNHERITANCi-yA-i-RE-cORif-Aii~,_USYiriNY--i.-------------------------- --- ESTATE OF STABNAU JOHN W FILE NO. 21 01-0188 ACN 101 ADJUSTMENT BASED ON: VALUE OF ESTATE: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Pertnership Interest (Schedule CJ 4. Mortgages/Notes Receivable (Schedule OJ 5. Cash/Benk Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: ADMINISTRATIVE CORRECTION (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 3,505.37 .00 567,746.54 (8) 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governllental Bequests; Non-elected 9113 Trusts Net Value of Estate Subject to Tax 10. 11. 12. 13.. 14.. 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: (9) (10) 18,277.87 783.70 (1U (12) (13) (14) (Schedule J) (15) (16) (17) (18) .oox 00 = 552.190.34X 045= .00 X 12 = .00 X 15 = (19) DATE 06-14-2002 571.251.91 19.061.57 552.190.34 .00 552.190.34 .00 24.848.56 .00 .00 24.848.56 .._n. l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478257 1,157.89 22.000.00 10-10-2001 CDOO0365 .00 2,593.37 12-12-2001 REFUND .00 535.83- TOTAL TAX CREDIT 25.215.43 BALANCE OF TAX DUE 366.87CR INTEREST AND PEN. .00 TOTAL DUE 366.87CR · IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1. 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.) REV-1470 EX (6-88) !' , INHERITANCE TAX r EXPLANATION COMMONWEAL. t..:NNSYlVANIA DEPARTMEN, REVENUE OF CHANGES BUREAU OF INDh/lDUAl TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER JOHN W STABNAU 2101-0188 REVIEWED BY ACN SCOTT ELLISON 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES H B,1 THE COMMISSIONS HAVE BEEN REDUCED BY $1,500.00. I ROW Paqe 1 /&:;.-0)/1- 0.2/. BUREAU OF INDIVIDUAL TAXES ~ INHERITA~E TAX DIVISION DEf'T. 280601 / Hk~ISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SHElDA W YANTZ ALLFIRST TRUST 8 W HIGH ST CARLISLE liZ JUi.. -1 DATE ESTATE OF DATE OF DEATH FILE NUMBER 'rC,UNTY ACN 06-17-2002 STABNAU 01-10-2001 21 01-0188 CUMBERLAND 101 '''1!"; CO OF PA '* REY-15~7 EX AFP IDl-OZI JOHN W Allount Rellitted I... PA 1701~;L-; 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=i5"4-j-EXAFP-foY:oiY-NOYicE--OF-YNHERifANCi-YA'X-APPR'AisEMENi'-,--Ail-oWANci-'(fi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF STABNAU JOHN W FILE NO. 21 01-0188 ACN 101 DATE 06-17-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NO. 01 .00 .00 .00 .00 1,922.37 .00 .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10.. Debts/Mortgage Liabilities/Liens (Schedule 1) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 11,575.00 .00 (11) (12) (13) (14) NOTE: .00 X 550,690.34 X .00 X .00 X NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (8) 1,922.37 11.575 00 9,652.63- .00 550,690.34 00 = 045 = 12 = 15 = .00 24,781.06 .00 .00 24,781.06 (19)= TAX CRII!DITS. .....~.. ,,~v~.. . (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478257 1,157.89 22,000.00 10-10-2001 CDOO0365 .00 2,593.37 12-12-2001 REFUND .00 535.83- TOTAL TAX CREDIT 25,215.43 BALANCE OF TAX DUE 434.37CR INTEREST AND PEN. .00 TOTAL DUE 434.37CR . 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 A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV.1470 EX (8-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME John W Stabnau FILE NUMBER REVIEWED BY Sandra J Eslinger ACN 2101-0188 101 ITEM SCHEDULE NO. H 81 EXPLANATION OF CHANGES Forwarded to Post Assessment Review Unit in reference to the reduction to personal representatives commissions. ROW Page 1 /b -;2//-';< ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-1607 EX iFP [01-02l SHElDA W YANTZ ALLFIRST TRUST 8 W HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER :c;QiJNTY ACN 07-15-2002 STABNAU 01-10-2001 21 01-0188 CUMBERLAND 101 JOHN W CO OF PA Allount Rellitted " PA 17013C\: MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, 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 RECORDS ~ REv:i6'ifj-Ex-AFP-coY:02Y------...-iNifERITANc'E--YAX-ST'A-YEHENY-'ifF'-ACfcouiif--.o---------------- ----- ESTATE OF STABNAU JOHN W FILE NO.21 01-0188 ACN 101 DATE 07-15-2002 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 DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-13-2002 PR I NC I PAL TAX DUE: .................................................-................................................................................................................................................................... 24,848.56 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-09-2001 AA478257 1,157.89 22,000.00 10-10-2001 CDOO0365 .00 2,593.37 12-12-2001 REFUND .00 535.83- 06-21-2002 REFUND .00 366.87- TOTAL TAX CREDIT 24,848.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 It SIDE 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), _u _u.. -- _..~ . aeell..n <:'1'1' RFUI'RSI' SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~ *\ 1Iw ....... U') N Q) r- . ~ o % , \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ ~ t- uJ ~ c( -~ ~uJ ~O >-~ Cl)uJ 10 t~ t: ffi :s: % - ..... a.. - uJ (.) uJ cc .... c( - (.) - u.. u.. o '" ~ ~ II) >- ~ ~W4 g z~"''''' ~C'I WW..I - 0.:;:.4 u..OW:;)a ~ CC ~- :1:u..~ '" ~Ou 0. "'W I-Z; c5 u......CC ~~O%::l ~I-:;)~m ~~i~~ OW:;)W'" OOlDO:1: 1 \ \ \ ~\ I \ \ \ \ \ \ \ \ \ 1 \ \ \ , 1 ~) -I ~i ~\ a:\ WI ~\ ffil a:\ \ \ \ \ \ \ \ 1 \ \ 1 \ \ \ \ \ \ \ \ \ -"....~..c. -",',.":'. -,-. : .,...... . .",_ .,,;;..;..-.,,.0-,,.-- ..r I 8 ~ :::> o ~ . o o o .. i . I- 'ffiaa: z~a:UJ WI-al ~WZ~ 11.10:::> ~uz c:( :I ~ a ~ ~ lr.L ffi '" ~ . o o . & o .. tU t\l . ... o ... o ;( Q. ~ :::> o ~ :2. b I- << .w .... en .... ~a:: m 04"-' 11.11: C 2: 11.1 U 11.1 a: ~ ~ t"'- f.'I) .... .... I "'" 0 \ ~ "'" 0- cc ..... ~ % I ~ - i z z ~6 i 0 .... ~..., .... 0 0 ... ~ 0 0 0 a 0 \ 0 0 0 ~ ~ ... \Z::3 N 0 ..J t\l 0 ~\ .......... ...... i ...... 0 0 z. WO :1:0 u. ccN ~o '<0 ; '<.... ?: W t ~...... 0..... w...... u.I cO.... Ot- 0.4- ~o 0.... ~ ~ftl ~U) u.. '" r:r.J u.. 0 ~ 0 z W W t; Z W ~ ~ ~ '< 0 5 '< u.I u: z 0 0. 0 0 \, . <t . Z. <t Q.. ~ (t) ........ 0 wO u l~ to- .... 0) $4 :;) <<- XL to- t:!) .... .. t- xU! I ..J ....m ..... c..... ~ ~..J i i tuU ffi '" ~ ... o 0- o o 0- .... o N .. ~ U ~ u :2. 11.1 W i ~ ~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-0188 TRUST UNDER AGREEMENT JOHN W. & LENA W. STABNAU ========~====================================== FIRST AND FINAL ACCOUNT OF Allfirst Trust Company of Pennsylvania, NA, Trustee ================================================================================ Date of Death: Lena W. Stabnau John W. Stabnau June 8, 1999 January 10, 2001 Date of Trustee's first receipt of funds: December 27, 1989 Accounting for the period: December 27, 1989 to April 16, 2002 ================================================================================ Purpose of Account: Allfirst Trust Company of Pennsylvania, NA, Trustee, offers 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: Allfirst Trust Company of Pennsylvania, NA 8 West High Street Carlisle, PA 17013 (717) 240-6710 or Thomas E. Flower, Esquire Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 SUMMARY Of ACCOUNT Trust under Agreement John W. & Lena W. Stabnau for Period of 12/27/1989 through 04/16/2002 Proposed Distributions to Beneficiaries PRINCI PAL Page 153 Receipts: This Account 3-15 Subseq Prn Receipts 16-17 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: General Disburseme~ts Fees and Coromissicns Balance before Distributions Distributions to Bene=iciaries Principal Balance on Hand For Information: Investments Made Changes in Invest~ent Holdin}s INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand for Information: Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND 17-21 22 23 24 25-36 37-48 49-80 81-150 151 152 2 Current Value fiduciary Acquisition Value 531,836.97 531,836.97 ==~============ =============== 39,906.89 0.00 656,856.15 (95,116.02) (5,268.44; 556,47!-.69 39,906.89 52.6,564.80 2.3,000.00 503,564.80 480,369.81 0.00 480,369.81 425,497.64 54,872.17 26,600.00 23,272.17 531,836.97 =============== RECEIPTS OF PRINCIPAL CASH: 12/27/89 $10,000 Commonwealth National Bank Certificate of Deposit #1800095004 10% due 3/24/90 12/27/89 $15,000 Commonwealth National Bank Certificate of Deposit #1850097596 8.15% due 1/29/90 12/27/89 $25,000 Commonwealth National Bank Certificate of Deposit #1800098631 9.5% due 5/15/90 12/27/89 $32,000 Commonwealth National Bank Certificate of Deposit #1850097965 8.2% due 2/28/90 12/28/89 $10,000 Dauphin Deposit Bank and Trust Company Certificate of Deposit #0633015989 8% due 3/17/90 12/28/89 Capital Reserve Account 12/28/89 Received from John W. Stabnau Trust Account - Principal Cash 06/05/90 Prudential/Bache Govt Plus FD Inc. - Dividend 09/05/90 Prudential/Bache Govt Plus FD Inc. - Dividend 01/23/91 Income Fund America Inc. - Dividend 01/23/91 Transfer from Income - For Reinvestment 03/06/91 Prudential/Bache Govt Plus FD Inc. - Dividend 3 10,000.00 15,000.00 25,000.00 32,000.00 10,000.00 12,100.00 40.89 34.92 35.16 48.81 195.24 35.64 Fiduciary Acquisition Value 03/19/91 Received from John & Lena Stabnau from the Estate of Esther Elsie Stone of Virginia - Principal Cash 04/09/91 Transfer from Income - on Income Fund America Inc. for Reinvestment 06/05/91 Prudential/Bache Govt Plus FD Inc. - Dividend 07/11/91 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/24/91 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 09/04/91 $26,639.54 Commonwealth National Bank Certificate of Deposit *A48939 7.75% due 10/16/95 10/11/91 Received from John & Lena Stabnau - Principal Cash 11/07/91 Transfer from Income - on Income Fund America Inc. for Reinvestment 11/14/91 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 12/03/91 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 01/06/92 Transfer from Income - on Income Fund America Inc. for Reinvestment 01/07/92 Income Fund America Inc. - Dividend 03/09/92 Transfer from Income - on Prudential Bache Natl Muns Fd Inc. Class B for Reinvestment 04/02/92 Transfer from Income - on Prudential Bache Govt Plus Fund Inc. Class B for Reinvestment 4 10,000.00 143.73 35.87 146.09 1,157.83 26,639.54 6,000.00 148.44 36.11 36.35 188.45 60.30 92.74 1.11 04/02/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 04/09/92 Transfer from Income - on Income Fund America Inc. for Reinvestment 05/18/92 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 06/04/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 06/04/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 07/09/92 Transfer from Income - on Income Fund America Inc. for Reinvestment 10/07/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 10/07/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 10/13/92 Transfer from Income - on Income Fund America Inc. for Reinvestment 11/12/92 Received from John & Lena Stabnau - Principal Cash 12/03/92 Transfer from Income - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 12/18/92 Nuveen T/E Unit Tr Ins'd PA Unit Ser 72 Monthly - Dividend 01/05/93 Transf~r from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 01/05/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 01/12/93 Income Fund America Inc. - Dividend 5 23.28 154.58 1,199.40 1.11 23.38 156.92 1.12 23.49 159.24 2,800.00 24.71 6,568.40 1,096.63 994.92 177.69 01/12/93 Transfer from Income - on Income Fund America Inc. for Reinvestment 03/0S/93 Prudential Bache Ntl Muns Fd Inc. Class B - Dividend 03/12/93 Prudential Bache Ntl Muns Fd Inc. Class B - Dividend 03/12/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 03/31/93 Prudential/Bache Govt Plus FD Inc. - Dividend 04/07/93 Transfer from Income - on Income Fund America Inc. for Reinvestment 04/07/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 05/12/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 05/19/93 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 06/07/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 06/16/93 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 07/13/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 07/16/93 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/19/93 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 08/19/93 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 6 193.S4 159.36 14.75 32.52 12.41 166.98 0.19 0.21 14.31 0.20 423.42 0.22 169.31 2,496.81 1,165.75 08/30/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 09/10/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 10/07/93 Transfer from Income - on Income Fund America Inc. for Reinvestment 11/02/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 12/02./93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 12/0:'/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 12/09/93 Prudential Bache Ntl Muns Fd Ir.c. Class B - Dividend 12/09/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Ir.c. Class B for Reinvestment 12/3:'/93 Transfer from Income - on Prudential Bache Ntl Muns Fd Ir.c. Class B for Reinvestment 01/26/94 Ir.come Fund America Inc. - Dividend 01/26/94 Transfer from Income - on I~come Fund America Inc. for Reinvestment 02/07/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 03/03/94 Received from John & Lena Stabnau - Addition to Trust 03/07/94 Prudential Bache Ntl Muns Fd Inc. Class B - Dividend 03/07/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 7 0.19 0.20 171. 82 0.23 1,551.31 1,414.43 1. 91 0.21 0.24 304.48 200.09 0.19 6,000.00 0.31 0.23 03/09/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 04/01/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 04/06/94 Transfer from Income - on Income Fund America Inc. for Reinvestment 05/04/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 06/06/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 07/11/94 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/13/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 07/18/94 Received from John & Lena Stabnau - Addition to Trust 07/21/94 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 08/0.2/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 09/02/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 10/04/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 10/04/94 Transfer from Income - on Income Fund America Inc. for Reinvestment 11/04/94 Received from John & Lena Stabnau - Addition to Trust 11/08/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 8 474.77 0.18 180.97 0.19 0.20 183.58 0.21 10,000.00 229.41 0.20 0.20 0.24 186.31 5,000.00 0.21 12/07/94 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 01/06/95 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 01/12/95 Income Fund America Inc. - Long Term Capital Gains Distribution 01/12/95 Transfer from Income - on Income Fund America Inc. for Reinvestment 01/20/95 Received from John & Lena Stabnau - Addition to Trust 04/05/95 Transfer from Income - on Income Fund America Inc. for Reinvestment 04/20/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A for Reinvestment 04/20/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A for Reinvestment 04/20/95 Transfer from Income - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 07/10/95 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/18/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A #22 for Reinvestment 07/113/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A #22 for Reinvestment 07/18/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A #22 for Reinvestment 07/19/95 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 9 0.22 0.18 56.72 217.42 5,000.00 193.23 0.17 0.21 0.20 196.02 0.23 0.22 0.24 281. 94 07/24/95 Received from John & Lena Stabnau - Addition to Trust 08/04/95 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 08/14/95 Farmers National Bank Checking Account *131075 - Addition to Account 09/26/95 Received from John & Lena Stabnau - Addition to Trust 10/12/95 Transfer from Income - on Income Fund America Inc. for Reinvestment 10/31/95 Received from John & Lena Stabnau - Addition to Trust 12/05/95 Received from John & Lena Stabnau - Addition to Trust 01/05/96 Income Fund America Inc. - Long Term Capital Gains Distribution 01/05/96 Transfer from Income - on Income Fund America Inc. for Reinvestment 01/18/96 Transfer from Income - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 01/30/96 Transfer from Income 02/07/96 Received from Lena Stabnau Proceeds from Sale of Household Furnishings 03n5/96 Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 04/22/96 Received from John & Lena Stabnau - Addition to Trust 04/23/96 Transfer from Income - on Income Fund America Inc. for Reinvestment 04/30/96 Received from Lena Stabnau - Check from Board of Pensions Churches of God 10 5,000.00 32.72 748.91 1,427.00 198.68 3,804.00 1,700.00 181.15 231.47 28.74 10,000.00 930.00 1,423.09 509.31 206.51 79.31 05/09/96 Received from John and Lena Stabnau - Proceeds from Closed Mellon Bank Money Market Account and Checking Account 06/03/96 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 07/31/96 Transfer from Income - on Income Fund America Inc. for Reinvestment 08/09/96 Transfer from Income 08/14/96 Nuveen TIE Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 08/15/96 Nuveen TIE Unit Tr Ins'd PA Unit Ser 72 Monthly - Dividend 08/15/96 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 10/15/96 Transfer from Income - on Income Fund America Inc. for Reinvestment 10/2:9/96 Proceeds from Mellon Bank Checking Account *1621085164 11/22/96 Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 01/24/97 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 02/26/97 Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 04/24/97 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 05/12/97 Income Fund America Inc. - Long Term Capital Gains Distribution 05/12/97 Income Fund America Inc. - Short Term Capital Gains Distribution 05/12/97 Transfer from Income - on Income Fund America Inc. for Reinvestment 11 15,047.07 165.50 209.07 10,000.00 369.74 10,361.72 1,581.12 211.66 625.93 1,532.00 365.42 1,417.78 1,225.93 788.39 79.27 321. 35 05/12/97 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/02/97 Transfer from Income - on Income Fund America Inc. for Reinvestment 07/16/97 Nuveen TIE Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 08/19/97 Nuveen TIE Unit Tr Ins'd PA Unit Ser 72 Monthly - Dividend 10103/97 Transfer from Income - on Income Fund America Inc. for Reinvestment 10/17197 Nuveen TIE Unit Tr Ins'd PA Unit Ser 72 Monthly - Dividend 10/17/97 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 11/19/97 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly - Dividend 12/10/97 Marke~vest Funds Inc. Equity Fund #590 - Short Term Capital Gains Distribution 12/10/97 Marketvest Funds Inc. Equity Fund #590 - Long Term Capital Gains Distribution 01/05/98 American Funds-Inc Fd of Amer-A - Short Term Capital Gains Distribution 01/05/98 American Funds-Inc Fd of Amer-A - Long Term Capital Gains Distribution 01/12/98 Prudential Natl Muns Fd Inc. Class A #22 - Long Term Capital Gains Distribution 01/12/98 Prudential Natl Muns Fd Inc. Class A #22 - Short Term Capital Gains Distribution 03/26/98 Marketvest Funds Inc. Equity Fund #590 - Long Term Capital Gains Distribution 12 228.60 231.31 419.82 8,373.28 233.89 5,496.20 1,159.14 584.89 1,201.57 4,969.59 148.91 1,600.25 498.31 23.96 178.36 07/16/98 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Dividend 10/15/98 Prudential Natl Muns Fd Inc. Class A #22 - Long Term Capital Gains Distribution 10/15/98 Prudential Natl Muns Fd Inc. Class A #22 - Short Term Capital Gains Distribution 10/16/98 Transfer from Income 11/16/98 ARK Fds Value Equity Portfolio - Long Term Capital Gains Distribution 12/09/98 ARK Fds Value Equity Portfolio - Long Term Capital Gains Distribution 12/28/98 American Funds-Inc Fd of Amer-A - Long Term Capital Gains Distribution 12/31/98 Prudential Natl Muns Fd Inc. Class A #22 - Short Term Capital Gains Distribution 12/31/98 Prudential Natl Muns Fd Inc. Class A #22 - Long Term Capital Gains Distribution 03/24/99 Paid Prescriptions Inc. - Medical Insurance Reimbursement for Lena Stabnau 07/26/99 Cigna - Life Insurance Proceeds that Mellon Bank maintained on Lena Stabnau 08/02/99 Ewing Brothers Funeral Home - Life Insurance Proceeds from 2 Prudential Insurance Policies and 1 Forethought Policy delivered to Ewing Brothers by Lena Stabnau for Preplanned Funeral 08/20/99 John W. Stabnau - Death Benefit Payment on Lena Stabnau 12/10/99 ARK Fds Value Equity Portfolio - Long Term Capital Gains Distribution 13 270.50 82.00 48.24 25,000.00 3,588.72 861.09 1,544.68 33.82 425.21 517.93 1,000.00 1,198.58 255.00 16,272.68 12/15/99 American Funds-Inc Fd of Amer-A - Long Term Capital Gains Distribution 12/27/99 Transfer from Income 06/22/00 PA Department of Revenue - 1999 Personal Income Tax Refund due Lena Stabnau 12/08/00 ARK Fds Blue Chip Equity Portfolio - Short Term Capital Gains Distribution 12/08/00 ARK Fds Blue Chip Equity Portfolio - Long Term Capital Gains Distribution 12/08/00 ARK Fds Capital Growth Portfolio - Long Term Capital Gains Distribution 12/08/00 ARK Fds Capital Growth Portfolio - Short Term Capital Gains Distribution 12/08/00 ARK Fds Equity Index Institutional Portfolio - Long Term Capital Gains Distribution 12/08/00 ARK Fds Equity Index Institutional Portfolio - Short Term Capital Gains Distribution 12/08/00 ARK Fds Value Equity Portfolio - Long Term Capital Gains Distribution 12/08/00 ARK Fds Value Equity Portfolio - Short Term Capital Gains Distribution 12/19/00 American Funds-Inc Fd of Amer-A - Long Term Capital Gains Distribution 01/15/02 PA Inheritance Tax Refund 14 1,051.42 10,000.00 100.00 33.36 234.87 692.69 179.72 1,786.31 74.30 11,884.11 732.72 623.06 535.83 374,459.64 STOCKS/LISTED: 12/27/89 575.423 shares Prudential/Bache Govt Plus FD Inc. 12/27/89 4,416.99 shares Prudential Bache Ntl Muns Fd Inc. Class B 12/28/89 5,953 units Fixed Income Collective Investment Fund 12128/89 663 shares Income Fund America Inc. 12/28/89 472 units Nuveen T/E Unit Tr Ins'd PA Unit Ser 72 Monthly 12/28/89 99 units Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly 12/28/89 100 units Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly 05/14/90 7.546 shares Prudential/Bache Govt Plus FD Inc. 03/06/95 621.893 shares Prudential Government Income Fund A #84 03/17/95 4,784.149 shares Prudential Natl Muns Fd Inc. Class A #22 04/20/95 3.286 shares Prudential Natl Muns Fd Inc. Class A #22 15 5,403.22 67,005.74 57,185.68 7,465.38 48,203.00 9,528.75 11,031. 00 69.28 5,267.43 71,188.13 48.90 282,396.51 05/18/92 12/18/92 05/19/93 08/19/93 03/06/95 SUBSEQUENT PRINCIPAL RECEIPTS: Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Delivered Nuveen T/E Unit Tr Ins'd PA Unit Ser 72 Monthly - Delivered Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Delivered Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Adjustment to Book Value & Tax Cost {621.892)shares Prudential Bache Gvt Plus Fd Inc. Class B - Delivered - Converted to Class A Shares 03/17/95 {4,777.727)shares Prudential Bache Ntl Muns Fd Inc. Class B - Delivered 04/20/95 03/23/98 07/16/98 03/29/00 08/29/00 {3.276)shares Prudential Bache Ntl Muns Fd Inc. Class B - Delivered - Converted to Class A Marketvest Funds Short Term Bond Fund #592 - Bank Adjustment due to Conversion Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly - Adjustment to Book Value (O.OOl)share Prudential Natl Muns Fd Inc. Class A #22 - Adjustment to shares American Funds-Inc Fd of Amer-A - Adjustment to book value 16 (9,832.00) (6,568.40) (14.31) (1,165.75) (5,823.46) (71,188.13) (1,640.78) (0.01) (17.94) 0.00 (697.87) 08/29/00 Prudential Natl Muns Fd Inc. Class A #22 - Adjustment to book value 1,754.89 08/29/00 Prudential Government Income Fund A #84 - Adjustment to book value 77.74 TOTAL RECEIPTS OF PRINCIPAL.. ........ ..... 17 (95,116.02) 561,740.13 -------------- -------------- GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 02/01/90 $15,000 Commonwealth National Bank Certificate of Deposit #1850097596 8.15% due 1/29/90 Net Proceeds 15,000.00 Fid. Acq. Value 15,000.00 0.00 03/05/90 $32,000 Commonwealth National Bank Certificate of Deposit #1850097965 8.2% due 2/28/90 Net Proceeds 32,000.00 Fid. Acq. Value 32,000.00 0.00 03/19/90 $10,000 Dauphin Deposit Bank and Trust Company Certificate of Deposit #0633015989 8% due 3/17/90 Net Proceeds 10,000.00 Fid. Acq. Value 10,000.00 0.00 03/29/90 $10,000 Commonwealth National Bank Certificate of Deposit #1800095004 10% due 3/24/90 Net Proceeds 10,000.00 Fid. Acq. Value 10,000.00 0.00 05/14/90 0.969 share Prudential/Bache Govt Plus FD Inc. Net Proceeds 8.53 Fid. Acq. Value 9.10 0.57 05/14/90 0.99 share Prudential Bache Ntl Muns Fd Inc. Class B Net Proceeds 14.43 Fid. Acq. Value 15.02 0.59 OS/21/90 $25,000 Commonwealth National Bank Certificate of Deposit #1800098631 9.5% due 5/15/90 Net Proceeds 25,000.00 Fid. Acq. Value 25,000.00 0.00 18 10/05/93 772 units Dauphin Deposit U.S. Government Fixed Income Fund Net Proceeds 8,002.72 Fid. Acq. Value 7,862.67 140.05 07/05/94 49 units Fixed Income Collective Investment Fund Net Proceeds 504.08 Fid. Acq. Value 476.80 27.28 09/02/94 291 units Fixed Income Collective Investment Fund Net Proceeds 3,003.06 Fid. Acq. Value 2,836.52 166.54 10/04/94 99 units Fixed Income Collective Investment Fund Net Proceeds 1,004.90 Fid. Acq. Value 965.00 39.90 11/03/94 4,970 units Fixed Income Collective Investment Fund Net Proceeds 50,001.93 Fid. Acq. Value 48,444.98 1,556.95 04/04/95 197 units Fixed Income Collective Investment Fund Net Proceeds 2,002.25 Fid. Acq. Value 1,920.25 82.00 10/03/95 173 units Common Stock Collective Investment Fund Net Proceeds 5,008.49 Fid. Acq. Value 3,394.08 1,614.41 10/23/95 $26,639.54 Mellon Bank Certificate of Deposit JtA48939 7.75% due 10/16/95 Net Proceeds 26,639.54 Fid. Acq. Value 26,639.54 0.00 04/01/96 11,330 units Dauphin Deposit U.S. Government Fixed Income Fund Net Proceeds 115,668.54 Fid. Acq. Value 115,214.46 454.08 19 04/01/96 11,488 units Fixed Income Collective Investment Fund Net Proceeds 119,228.39 Fid. Acq. Value 112,550.55 6,677.84 04/15/98 99 shares Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly Net Proceeds 677.07 Fid. Acq. Value 9,528.75 8,851.68 05/15/98 472 shares Nuveen T/E Unit Tr Ins'd PA Unit Ser 72 Monthly Net Proceeds 9,337.58 Fid. Acq. Value 41,634.60 32,297.02 10/16/98 17,603.166 shares ARK Fds Short Term Bond Fortfolio Net Proceeds 177,087.85 Fid. Acq. Value 175,826.15 1,261.70 12/15/98 100 shares Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly Net Proceeds 851.11 Fid. Acq. Value 1. 00 850.11 12/29/00 20,639.835 shares ARK Fds US Government Bond Portfolio Net Proceeds 200,000.00 Fid. Acq. Value 207,716.56 7,716.56 01/29/01 1,298.046 shares American Funds-Inc Fd of Amer-A Net Proceeds 20,846.62 Fid. Acq. Value 16,324.74 4,521.88 01/29/01 492.7 shares ARK Fds Blue Chip Equity Portfolio Net Proceeds 10,657.10 Fid. Acq. Value 10,934.23 277.13 01/29/01 504.135 shares ARK Fds Capital Growth Portfolio Net Proceeds 10,828.82 Fid. Acq. Value 11,538.41 709.59 20 01/29/01 01/29/01 01/29/01 01/29/01 881.669 shares ARK Fds Equity Index Institutional Portfolio Net Proceeds Fid. Acq. Value 6,841.046 shares ARK Fds Income Portfolio Net Proceeds Fid. Acq. Value 9,980.49 12,526.61 68,342.05 68,000.00 6,748.466 shares ARK Fds Intermediate Fixed Income Portfolio Net Proceeds Fid. Acq. Value 66,404.91 66,000.00 6,673.407 shares ARK Fds Short Term Bond Portfolio Net Proceeds Fid. Acq. Value 66,333.67 66,000.00 01/29/01 12,357.718 shares ARK Fds US Government Bond Portfolio 01/29/01 01/31/01 01/31/01 Net Proceeds Fid. Acq. Value 119,993.44 124,366.44 6,472.825 shares ARK Fds Value Equity Portfolio Net Proceeds Fid. Acq. Value 75,408.41 44,169.34 4,860.491 shares Prudential Natl Muns Fd Inc. Class A *22 Net Proceeds Fid. Acq. Value 75,823.66 74,165.99 621.893 shares Prudential Government Income Fund A *84 Net Proceeds Fid. Acq. Value 5,478.88 5,345.17 TOTAL GAINS AND LOSSES/PRINCIPAL... ........ LESS LaSS............................. NET GAIN OR LOSS... . . . . . . . . . . . . . . . . . . . . . . . . 21 342.05 404.91 333.67 31,239.07 1,657.67 133.71 51,503.82 56,772.26 {5,268.44} -------------- -------------- 2,546.12 4,373.00 56,772.26 06/24/94 09/14/94 09/26/94 09130/94 12/23/94 12/28/94 03/20/95 03/27/95 06/26/95 01/30/01 04/06/01 10/10101 DISBURSEMENTS or PRINCIPAL GEN~~L DISBURSEMENTS Transfer to Income Transfer to Income Transfer to Income Transfer ~o Income Transfer to Income Transfer to Income Transfer to Income Transfer to Income Transfer co Income Vita: Records - Ceath Cert~ficates on :e~a w. Stabnau Cumberland County ~egis~er of Wills - ?repayme~~ of FA Inherita:1ce Tax Cumberland Coun~y ~eglscer or Wills - Balance c~e on FA Inheritance Tax Reserves: Allfirst Trust Cc~pany of PA NA - Bank's Fee Cumberland Coun~j ~egisLer of Wills - Filing Fees Saidis, Shuff, t_c~er & Lindsay - Attornej's Fee 195.83 650.00 790.06 35.73 295.64 1,085.00 84.74 506.78 160.74 9.00 22,000.00 2,593.37 10,300.00 700.00 500.00 TOTAL GENERP.L DISBURSEMENTS......................... TOTAL DISaURSEMEN7S OF PRINCIPAL........ ............ 22 39,906.89 39,906.89 -------------- -------------- Adam Miller 05/07/01 Abby Miller 05/08/01 James E. Scheid, Jr. 06/18/01 Steve W. Scheid 05/08/01 John W. Stabnau 10/06/93 Susan C. (Scheid) Vogt 05/08/01 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Distribution per Specific Bequest under Last Will and Testament of John W. Stabnau Distribution per Specific Bequest under Last Will and Testament of John W. Stabnau Distribution per Specific Bequest under Last Will and Testament of John W. Stabnau Distribution per Specific Bequest under Last Will and Testament of John W. Stabnau Distribution for Purchase of Larger Unit at Green Ridge Distribution per Specific Bequest under Last Will and Testament of John W. Stabnau TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 23 1,000.00 1,000.00 1,000.00 1,000.00 8,000.00 1,000.00 13,000.00 -------------- -------------- # Units Descr~?cion ?RINCIPAL BALANCE ON HAND ARK Money Marke~ Portfolio Current Value or as Noted 503,564.80 Fiduciary Acquisition Value 503,564.80 503,564.80 503,564.80 =============== =============== 24 INVESTMENTS MADE - PRINCIPAL # Units Cost 03/05/90 1,032 units Fixed Income Collective Investment Fund - units purchased 9,991.76 04/03/90 2,076 units Fixed Income Collective Investment Fund - units purchased 19,991.29 05/04/90 1,317 units Fixed Income Collective Investment Fund - units purchased 12,493.14 05/04/90 707 units Common Stock Collective Investment Fund - units purchased 12,496.80 06/05/90 1,295 units Fixed Income Collective Investment Fund - units purchased 12,494.52 06/05/90 3.928 shares Prudential/Bache Govt Plus FD Inc. - shares purchased 34.92 06/06/90 660 units Common Stock Collective Investment Fund - units purchased 12,487.53 07/05/90 1,028 units Fixed Income Collective Investment Fund - units purchased 9,997.57 08/03/90 714 units Fixed Income Collective Investment Fund - units purchased 6,995.66 09/05/90 4.046 shares Prudential/Bache Govt Plus FD Inc. - shares purchased 35.16 10/03/90 519 units Fixed Income Collective Investment Fund - units purchased 4,998.55 10/23/90 10.914 shares Income Fund America Inc. - shares purchased 132.60 10/23/90 10.986 shares Income Fund America Inc. - shares purchased 134.78 10/23/90 12.392 shares Income Fund America Inc. - shares purchased 137.06 25 11/05/90 01/08/91 01/23/91 01/23/91 03/06/91 03/06/91 05/02/91 06/04/91 06/05/91 07/11/91 08/02/91 11/05/91 11/07/91 11/07/91 154 units Fixed Income Collective In7estment Fund - units purchased 1,497.37 3.955 shares Prudential/Bache Govt Plus FD Inc. - shares purchased 35.40 4.274 shares Income Fund America Inc. - shares purchased 48.81 17.096 shares Income Fund America Inc. - shares purchased for reinvestment 195.24 3.846 shares Prudential/Bache Govt Plus FD Inc. - shares purchased 34.92 0.079 shares Prudential/Bache Govt Plus FD Inc. - share purchased 0.72 493 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 4,997.52 295 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 2,990.37 4.008 shares Prudential/Bache Govt Plus FD Inc. - shares purchased 35.87 11.744 shares Income Fund America Inc. - shares purchased for Reinvestment 146.09 295 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 2,990.54 288 units Fixed Income Collective Investment Fund - units purchased 2,991.51 11.606 shares Income Fund America Inc. - shares purchased for reinvestment 148.44 11.781 shares Income Fund America Inc. - shares purchased 143.73 26 11/14/91 4.008 shares Prudential Bache Gvt 36.11 Plus Fd Inc. Class B - shares purchased for reinvestment 12/03/91 3.973 shares Prudential Bache Gvt 36.35 Plus Fd Inc. Class B - shares purchased for reinvestment 12/04/91 193 units Dauphin Deposit U.S. 1,990.47 Government Fixed Income Fund - units purchased 01/06/92 14.474 shares Income Fund America 188.45 Inc. - shares purchased for reinvestment 01/06/92 4.631 shares Income Fund America 60.30 Inc. - shares purchased for reinvestment 01/06/92 134 units Dauphin Deposit U.S. 1,391.67 Government Fixed Income Fund - units purchased 03/09/92 5.877 shares Prudential Bache Ntl 92.74 Muns Fd Inc. Class B - shares purchased for reinvestment 04/02/92 0.122 shares Prudential Bache Gvt 1.11 Plus Fd Inc. Class B - share purchased for reinvestment 04/02/92 2.561 shares Prudential Bache Gvt 23.28 Plus Fd Inc. Class B - shares purchased for reinvestment 04/09/92 11.702 shares Income Fund America 154.58 Inc. - shares purchased for reinvestment 06/04/92 2.564 shares Prudential Bache Gvt 23.38 Plus Fd Inc. Class B - shares purchased for reinvestment 06/04/92 0.122 shares Prudential Bache Gvt 1.11 Plus Fd Inc. Class B - share purchased for reinvestment 07/03/92 113 units Fixed Income Collective 1,197.56 Investment Fund - units purchased 07/09/92 11.615 shares Income Fund America 156.92 Inc. - shares purchased 27 10/07/92 0.121 shares Prudential Bache Gvt Plus Fd Inc. Class B - share purchased for reinvestment 1.12 10/07/92 2.531 shares Prudential Bache Gvt Plus Fd Inc. Class B - shares purchased for reinvestment 23.49 10/13/92 11.464 shares Income Fund America Inc. - shares purchased for reinvestment 159.24 12/02/92 264 units Fixed Income Collective Investment Fund - units purchased 2,795.61 12/03/92 2.704 shares Prudential Bache Gvt Plus Fd Inc. Class B - shares purchased for reinvestment 24.71 01/05/93 561 units Fixed Income Collective Investment Fund - units purchased 5,990.83 01/05/93 62.417 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 994.92 01/05/93 68.797 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 1,096.63 01/1U93 0.769 shares Income Fund America Inc. - share purchased 10.50 01/12/93 14.19 shares Income Fund America Inc. - shares purchased for reinvestment 193.84 01/12/93 12.239 shares Income Fund America Inc. - shares purchased 167.19 03/03/93 54 units Fixed Income Collective Investment Fund - units purchased 593.99 03/08/93 0.182 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 3.02 03/08/93 5.849 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 97.15 03/08/93 0.108 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 1. 78 28 03/08/93 3.456 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 57.41 03/12/93 1.958 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 32.52 03/12/93 0.558 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 9.27 03/12/93 0.33 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for Reinvestment 5.48 03/31/93 0.082 shares Prudential Bache Gvt Plus Fd Inc. Class B - share purchased for reinvestment 0.77 03/31/93 1.242 shares Prudential Bache Gvt Plus Fd Inc. Class B - shares purchased for reinvestment 11.64 04/07/93 0.011 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.19 04/07/93 11.669 shares Income Fund America Inc. - shares purchased for reinvestment 166.98 05/12/93 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.21 06/07/93 0.012 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.20 07/13/93 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.22 07/16/93 11.741 shares Income Fund America Inc. - shares purchased for reinvestment 169.31 08/03/93 137 units Common Stock Collective Investment Fund - units purchased 2,998.86 08/30/93 0.011 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.19 29 09/10/93 0.012 shares Prudential Bache Ntl 0.20 Muns Fd Inc. Class B - share purchased for reinvestment 10/07/93 11. 665 shares Income Fund America 171. 82 Inc. - shares purchased for reinvestment 11/02/93 0.013 shares Prudential Bache Ntl 0.23 Muns Fd Inc. Class B - share purchased for reinvestment 12/01/93 96.775 shares Prudential Bache Ntl 1,551.31 Muns Fd Inc. Class B - shares purchased for reinvestment 12/01/93 88.236 shares Prudential Bache Ntl 1,414.43 Muns Fd Inc. Class B - shares purchased for reinvestment 12/09/93 0.062 shares Prudential Bache Nt1 1. 00 Muns Fd Inc. Class B - share purchased for reinvestment 12/09/93 0.057 shares Prudential Bache Ntl 0.91 Muns Fd Inc. Class B - share purchased for reinvestment 12/09/93 0.013 shares Prudential Bache Ntl 0.21 Muns Fd Inc. Class B - share purchased for reinvestment 12/31/93 0.015 shares Prudential Bache Ntl 0.24 Muns Fd Inc. Class B - share purchased for reinvestment 01/26/94 13.847 shares Income Fund America 200.09 Inc. - shares purchased for reinvestment 01/26/94 21.071 shares Income Fund America 304.48 Inc. - shares purchased for reinvestment 02/07/94 0.012 shares Prudential Bache Ntl 0.19 Muns Fd Inc. Class B - share purchased for reinvestment 03/07/94 0.02 shares Prudential Bache Ntl 0.31 Muns Fd Inc. Class B - share purchased for reinvestment 03/07/94 0.015 shares Prudential Bache Ntl 0.23 Muns Fd Inc. Class B - share purchased for reinvestment 30 03/09/94 30.03 shares Prudential Bache Ntl Muns Fd Inc. Class B - shares purchased for reinvestment 474.77 04/01/94 0.011 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.18 04/04/94 108 units Common Stock Collective Investment Fund - units purchased 2,493.19 04/05/94 236 units Fixed Income Collective Investment Fund - units purchased 2,490.70 04/06/94 13.029 shares Income Fund America Inc. - shares purchased for reinvestment 180.97 05/03/94 192 units Fixed Income Collective Investment Fund - units purchased 1,999.81 05/04/94 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.19 06/06/94 0.014 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.20 07/11/94 13.629 shares Income Fund America Inc. - shares purchased for reinvestment 183.58 07/13/94 0.014 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.21 08/02/94 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.20 08/03/94 444 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 4,494.13 08/03/94 434 units Fixed Income Collective Investment Fund - units purchased 4,495.25 09/02/94 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.20 31 10/04/94 13.76 shares Income Fund America Inc. - shares purchased for reinvestment 186.31 10/04/94 0.016 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.24 11/02/94 167 units Common Stock Collective Investment Fund - units purchased 3,985.53 11/03/94 4,978 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 49,991.12 11/08/94 0.015 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.21 12/07/94 0.015 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.22 01/06/95 0.013 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.18 01/12/95 4.313 shares Income Fund America Inc. - shares purchased for reinvestment 56.72 01/12/95 16.534 shares Income Fund America Inc. - shares purchased for reinvestment 217.42 02/01/95 104 units Common Stock Collective Investment Fund - units purchased 2,480.55 02/02/95 249 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 2,492.00 03/02/95 148 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 1,491.92 04/05/95 13.952 shares Income Fund America Inc. - shares purchased for reinvestment 193.23 04/20/95 0.014 shares Prudential Natl Muns Fd Inc. Class A *22 - share purchased for reinvestment 0.21 32 04/20/95 0.012 shares Prudential Natl Muns Fd Inc. Class A #22 - share purchased for reinvestment 0.17 04/20/95 0.014 shares Prudential Bache Ntl Muns Fd Inc. Class B - share purchased for reinvestment 0.20 07/10/95 13.299 shares Income Fund America Inc. - shares purchased for reinvestment 196.02 07/18/95 0.015 shares Prudential Natl Muns Fd Inc. Class A #22 - share purchased for reinvestment 0.22 07/18/95 0.015 shares Prudential Natl Muns Fd Inc. Class A #22 - share purchased for reinvestment 0.23 07/18/95 0.016 shares Prudential Natl Muns Fd Inc. Class A #22 - share purchased for reinvestment 0.24 08/02/95 481 units Fixed Income Collective Investment Fund - units purchased 4,999.83 08/04/95 2.143 shares Prudential Natl Muns Fd Inc. Class A #22 - shares purchased for reinvestment 32.72 09/05/95 383 units Fixed Income Collective Investment Fund - units purchased 3,993.47 10/12/95 13.011 shares Income Fund America Inc. - shares purchased for reinvestment 198.68 01/03/96 3,815 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 39,314.85 01/05/96 14.669 shares Income Fund America Inc. - shares purchased 231.47 01/05/96 11.48 shares Income Fund America Inc. - shares purchased 181.15 01/18/96 1.812 shares Prudential Natl Muns Fd Inc. Class A #22 - shares purchased for reinvestment 28.74 02/02/96 967 units Dauphin Deposit u.S. Government Fixed Income Fund - units purchased 9,998.49 33 03/05/96 04/01/96 04/01/96 04/23/96 06/07/96 07/31/96 08/12/96 10/15/96 03/04/97 05/1.2/97 05/12/97 05/12/97 05/12/97 07/02/97 91 units Dauphin Deposit U.S. Government Fixed Income Fund - units purchased 934.05 11,922.839 shares Marketvest Funds Inc. Intermediate US Government Bond Fund #593 - shares purchased 119,228.39 11,566.854 shares Marketvest Funds Short Term Bond Fund #592 - shares purchased 115,668.54 12.795 shares Income Fund America Inc. - shares purchased for reinvestment 206.51 1,733.391 shares Marketvest Funds Short Term Bond Fund #592 - shares purchased 17,229.91 12.946 shares Income Fund America Inc. - shares purchased for reinvestment 209.07 1,002.004 shares Marketvest Funds Short Term Bond Fund #592 - shares purchased 9,999.99 12.89 shares Income Fund America Inc. - shares purchased for reinvestment 211.66 1,635.183 shares Marketvest Funds Short Term Bond Fund #592 - shares purchased 16,253.72 13.551 shares Income Fund America Inc. - shares purchased for reinvestment 228.60 47.608 shares Income Fund America Inc. - shares purchased for reinvestment 788.39 4.787 shares Income Fund America Inc. - shares purchased for reinvestment 79.27 19.405 shares Income Fund America Inc. - shares purchased for reinvestment 321. 35 12.922 shares Income Fund America Inc. - shares purchased for reinvestment 231. 31 34 10/03/97 10/31/97 12/18/97 01!05/98 01/05/98 01/12/98 10/15/98 10/19/98 11/16/98 12/09/98 12/31/98 12/28/99 12/28/99 12/28/99 12.415 shares Income Fund America Inc. - shares purchased for reinvestment 233.89 1,665.734 shares Marketvest Funds Short Term Bond Fund *592 - shares purchased 16,674.00 479.872 shares Marketvest Funds Inc. Equity Fund *590 - shares purchased 6,171.15 16.115 shares American Funds-Inc Fd of Amer-A - shares purchased for reinvestment 282.02 100.066 shares American Funds-Inc Fd of Amer-A - shares purchased for reinvestment 1,749.16 32.399 shares Prudential Natl Muns Fd Inc. Class A *22 - shares purchased through reinvestment 522.27 7.995 shares Prudential Nat1 Muns Fd Inc. Class A #22 - shares purchased through reinvestment 130.24 21,074.714 shares ARK Fds US Government Bond Portfolio - shares purchased 212,854.61 261.378 shares ARK Fds Value Equity Portfolio - shares purchased through reinvestment 3,588.72 61.114 shares ARK Fds Value Equity Portfolio - shares purchased through reinvestment 861.09 28.636 shares Prudential Natl Muns Fd Inc. Class A #22 - shares purchased through reinvestment 459.03 462.132 shares ARK Fds Capital Growth Portfolio - shares purchased 10,666.00 480.018 shares ARK Fds Blue Chip Equity Portfolio - shares purchased 10,666.00 715.839 shares ARK Fds Equity Index Institutional Portfolio - shares purchased 10,666.00 35 12/08/00 42.003 shares ARK Fds Capital Growth 872.41 Portfolio - shares purchased 12/08/00 165.83 shares ARK Fds Equity Index 1,860.61 Institutional Portfolio - shares purchased 12/08/00 12.682 shares ARK Fds Blue Chip 268.23 Equity Portfolio - shares purchased 12/29/00 6,841.046' shares ARK Fds Income 68,000.00 Portfolio - shares purchased 12/29/00 6,748.466 shares ARK Fds Intermediate 66,000.00 Fixed Income Portfolio - shares purchased 12/:29/00 6,673.407 shares ARK Fds Short Term 66,000.00 Bond Portfolio - shares purchased 36 CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL $10,000 Commonwealth National Bank Certificate of Deposit '1800095004 10% due 3/24/90 12/27/89 03/29/90 inventoried sold $10,000 Dauphin Deposit Bank and Trust Company Certificate of Deposit '0633015989 8% due 3/17/90 12/28/89 03/19/90 inventoried sold $15,000 Commonwealth National Bank Certificate of Deposit '1850097596 8.15% due 1/29/90 12/27 /89 02/01/90 inventoried sold $25,000 Commonwealth National Bank Certificate of Deposit #1800098631 9.5% due 5/15/90 12/27/89 OS/21/90 inventoried sold 37 Cost 10,000.00 (10,000.00) 0.00 -------------- -------------- 10,000.00 (10,000.00) 0.00 -------------- -------------- 15,000.00 (15,000.00) 0.00 -------------- -------------- 25,000.00 (25,000.00) 0.00 -------------- -------------- $26,639.54 Commonwealth National Bank Certificate of Deposit #A48939 7.75% due 10/16/95 09/04/91 03/20/92 inventoried name changed to Mellon Bank Certificate of Deposit #A48939 7.75% due 10/16/95 $26,639.54 Mellon Bank Certificate of Deposit #A48939 7.75% due 10/16/95 03/20/92 name changed from Commonwealth National Bank Certificate of Deposit #A48939 7.75% due 10/16/95 sold 10/23/95 $32,000 Commonwealth National Bank Certificate of Deposit #1850097965 8.n due 2/28/90 12/27/89 03/05/90 inventoried sold American Funds-Inc Fd of Amer-A 01/05/98 16.115 shares purchased for reinvestment 1,181.865 shares name changed from Income Fund American Inc. 100.066 shares purchased for reinvestment adjustment to book value (1,298.046)shares sold 01/05/98 01/05/98 08/29/00 01/29/01 o -------------- -------------- 38 26,639.54 (26,639.54) 0.00 -------------- -------------- 26,639.54 (26,639.54) 0.00 =============== 32,000.00 (32,000.00) 0.00 -------------- -------------- 282.02 14,991. 43 1,749.16 (697.87) (16,324.74) 0.00 -------------- -------------- ARK Fds Blue Chip Equity Portfolio 12/28/99 12/08/00 01/29/01 480.018 shares purchased 12.682 shares purchased (492.7)shares sold 10,666.00 268.23 (10,934.23) o 0.00 -------------- -------------- -------------- -------------- ARK Fds Capital Growth Portfolio 12/28/99 12/08/00 01/29/01 462.132 shares purchased 42.003 shares purchased (504.135)shares sold 10,666.00 872.41 (11,538.41) o 0.00 -------------- -------------- -------------- -------------- ARK Fds Equity Index Institutional Portfolio 12/28/99 12/08/00 01/29/01 715.839 shares purchased 165.83 shares purchased (881.669)shares sold 10,666.00 1,860.61 (12,526.61) o 0.00 -------------- -------------- ARK Fds Income Portfolio 12/29/00 01/29/01 6,841.046 shares purchased (6,841.046)shares sold 68,000.00 (68,000.00) o 0.00 -------------- -------------- -------------- -------------- ARK Fds Intermediate Fixed Income Portfolio 12/29/00 01/29/01 6,748.466 shares purchased (6,748.466)shares sold 66,000.00 (66,000.00) o 0.00 ============== 39 ARK Fds Short Term Bond Portfolio . 03/23/98 17,603.166 shares received in exchange of 17,603.166 shares Marketvest Funds Short Term Bond Fund #592 (17,603.166)shares sold 6,673.407 shares purchased (6,673.407)shares sold 10/16/98 12/29/00 01/29/01 o -------------- -------------- ARK Fds US Government Bond Portfolio 03/23/98 11,922.839 shares received in exchange of 11,922.839 shares Marketvest Funds Inc. Intermediate US Government Bond Fund #593 21,074.714 shares purchased (20,639.835)shares sold (12,357.718)shares sold 10/19/98 12/29/00 01/29/01 o -------------- -------------- ARK Fds Value Equity Portfolio 03/23/98 6,150.333 shares received in exchange of 6,150.333 shares Marketvest Funds Inc. Equity Fund #590 261.378 shares purchased through reinvestment 61.114 shares purchased through reinvestment (6,472.825)shares sold 11/16/98 12/09/98 01/29/01 o -------------- --------------- 40 175,826.15 (175,826.15) 66,000.00 (66,000.00) 0.00 -------------- -------------- 119,228.39 212,854.61 (207,716.56) (124,366.44) 0.00 -------------- -------------- 39,719.53 3,588.72 861.09 (44,169.34) 0.00 -------------- -------------- Cornmon Stock Collective Investment Fund 05/04/90 06/06/90 08/03/93 04/04/94 11/02/94 02/01/95 10/03/95 11/05/97 707 units purchased 660 units purchased 137 units purchased 108 units purchased 167 units purchased 104 units purchased (173)units sold (1,710)units exchanged for 5,670.461 shares Marketvest Funds Inc. Equity Fund #590 12,496.80 12,487.53 2,998.86 2,493.19 3,985.53 2,480.55 (3,394.08) (33,548.38) o 0.00 -------------- -------------- =============== Dauphin Deposit U.S. Government Fixed Income Fund 05/02/91 06/04/91 08/02/91 12/04/91 01/06/92 10/05/93 08/03/94 11/03/94 02/02/95 03/02/95 01/03/96 02/02/96 03/0:i/96 04/01/96 493 units purchased 295 units purchased 295 units purchased 193 units purchased 134 units purchased (772)units sold 444 units purchased 4,978 units purchased 249 units purchased 148 units purchased 3,815 units purchased 967 units purchased 91 units purchased (11,330)units sold 4,997.52 2,990.37 2,990.54 1,990.47 1,391.67 (7,862.67) 4,494.13 49,991.12 2,492.00 1,491.92 39,314.85 9,998.49 934.05 (115,214.46) o 0.00 -------------- -------------- -------------- -------------- Fixed Income Collective Investment Fund 12/28/89 5,953 units inventoried 03/05/90 1,032 units purchased 04/03/90 2,076 units purchased 05/04/90 1,317 units purchased 06/05/90 1,295 units purchased 07/05/90 1,028 units purchased 08/03/90 714 units purchased 10/03/90 519 units purchased 11/05/90 154 units purchased 11/05/91 288 units purchased 07/03/92 113 units purchased 12/02/92 264 units purchased 01/05/93 561 units purchased 03/03/93 54 units purchased 41 57,185.68 9,991.76 19,991.29 12,493.14 12,494.52 9,997.57 6,995.66 4,998.55 1,497.37 2,991.51 1,197.56 2,795.61 5,990.83 593.99 04/05/94 05/03/94 07/05/94 08/03/94 09/02/94 10/04/94 11/03/94 04/04/95 08/02/95 09/05/95 04/01/96 236 units purchased 192 units purchased (49)units sold 434 units purchased (291) uni ts sold (99)units sold (4,970)units sold (197)units sold 481 units purchased 383 units purchased (11,488)units sold 2,490.70 1,999.81 (476.80) 4,495.25 (2,836.52) (965.00) (48,444.98) (1,920.25) 4,999.83 3,993.47 (112,550.55) o 0.00 -------------- -------------- -------------- -------------- Income Fund America Inc. 12/28/89 663 shares inventoried 7,465.38 10/23/90 10.914 shares purchased 132.60 10/23/90 12.392 shares purchased 137.06 10/23/90 10.986 shares purchased 134.78 01/23/91 4.274 shares purchased 48.81 01/23/91 17 . 096 shares purchased for 195.24 reinvestment 07/11/91 11. 744 shares purchased for 146.09 Reinvestment 11/07/91 11. 781 shares purchased 143.73 11/07/91 11.606 shares purchased for 148.44 reinvestment 01/06/92 4.631 shares purchased for 60.30 reinvestment 01/06/92 14.474 shares purchased for 188.45 reinvestment 04/09/92 11.702 shares purchased for 154.58 reinvestment 07/09/92 11.615 shares purchased 156.92 10/13/92 11. 464 shares purchased for 159.24 reinvestment 01/12/93 12.239 shares purchased 167.19 01/12/93 14.19 shares purchased for 193.84 reinvestment 01/12/93' 0.769 share purchased 10.50 04/07/93 11. 669 shares purchased for 166.98 reinvestment 07/16/93 11.741 shares purchased for 169.31 reinvestment 10/07/93 11. 665 shares purchased for 171. 82 reinvestment 01/26/94 13.847 shares purchased for 200.09 reinvestment 01/26/94 21.071 shares purchased for 304.48 reinvestment 04/06/94 13.029 shares purchased for 180.97 reinvestment 07/11/94 13 . 629 shares purchased for 183.58 reinvestment 42 10/04/94 13.76 shares purchased for reinvestment 01/12/95 16.534 shares purchased for reinvestment 01/12/95 4.313 shares purchased for reinvestment 04/05/95 13.952 shares purchased for reinvestment 07/10/95 13.299 shares purchased for reinvestment 10/12/95 13.0ll shares purchased for reinvestment 01/05/96 14.669 shares purchased 01/05/96 11. 48 shares purchased 04/23/96 12.795 shares purchased for reinvestment 07/31/96 12.946 shares purchased for reinvestment 10/15/96 12.89 shares purchased for reinvestment 05/12/97 47.608 shares purchased for reinvestment 05/12/97 13.551 shares purchased for reinvestment 05/12/97 19.405 shares purchased for reinvestment 05/1.2/97 4.787 shares purchased for reinvestment 07/02/97 12.922 shares purchased for reinvestment 10/03/97 12.415 shares purchased for reinvestment 01/05/98 (1,181.865)shares name changed to American Funds-Inc Fd of Amer-A 186.31 217 . 42 56.72 193.23 196.02 198.68 231.47 181.15 206.51 209.07 2ll.66 788.39 228.60 321. 35 79.27 231.31 233.89 (14,991.43) o 0.00 -------------- -------------- -------------- -------------- Marketvest Funds Inc. Equity Fund #590 1l/05/97 5,670.461 shares received in exchange of 1,710 units Common Stock Collective Investment Fund at the rate of 331.605923% 479.872 shares purchased (6,150.333)shares exchange for 6,150.333 shares ARK Fds Value Equity Portfolio 33,548.38 12/18/97 03/23/98 6,171.15 (39,719.53) o 0.00 -------------- -------------- ============== 43 Marketvest Funds Short Term Bond Fund *592 04/01/96 06/07/96 08/12/96 03/04/97 10/31/97 03/23/98 11,566.854 shares purchased 1,733.391 shares purchased 1,002.004 shares purchased 1,635.183 shares purchased 1,665.734 shares purchased (17,603.166)shares exchanged for 17,603.166 shares ARK Fds Short Term Bond Portfolio 115,668.54 17,229.91 9,999.99 16,253.72 16,674.00 (175,826.16) o 0.00 -------------- -------------- -------------- -------------- Marketvest Funds Inc. Intermediate US Government Bond Fund *593 04/01/96 03/23/98 11,922.839 shares purchased (11,922.839)shares exchanged for 11,922.839 shares ARK Fds US Government Bond Portfolio 119,228.39 (119,228.39) o 0.00 -------------- --------------- --------------- -------------- Nuveen TIE Unit Tr Ins'd PA Unit Ser 72 Monthly 12/28/89 12/18/92 05/15/98 472 units inventoried delivered (472)shares sold 48,203.00 (6,568.40) (41,634.60) o 0.00 ---------------- ---------------- ----------------- ------------------ Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly 12/28/89 04/15/98 99 units inventoried (99)shares sold 9,528.75 (9,528.75) o 0.00 ---------------- ------------------ ============== 44 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly 12/28/89 05/18/92 05/19/93 08/19/93 100 units inventoried delivered delivered adjustment to book value and tax cost inventoried (100)shares sold 1l,031.00 (9,832.00) (14.31) (1,165.75) 07/16/98 12/15/98 (17.94) (1.00) o 0.00 -------------- -------------- ============== Prudential/Bache Govt Plus FD Inc. 12/27/89 05/14/90 05/14/90 06/05/90 09/05/90 01/08/91 03/06/91 03/06/91 06/05/91 10/09/91 575.423 shares inventoried (0.969)share sold 7.546 shares inventoried 3.928 shares purchased 4.046 shares purchased 3.955 shares purchased 0.079 share purchased 3.846 shares purchased 4.008 shares purchased (601.862)shares name changed to Prudential Bache Gvt Plus Fd Inc. Class B 5,403.22 (9.10) 69.28 34.92 35.16 35.40 0.72 34.92 35.87 (5,640.39) o 0.00 -------------- -------------- -------------- -------------- Prudential Bache Gvt Plus Fd Inc. Class: B 10/09/91 601.862 shares name changed from Prudential/Bache Govt Plus Fd Inc. 4.008 shares purchased for reinvestment 3.973 shares purchased for reinvestment 2.561 shares purchased for reinvestment 0.122 share purchased for reinvestment 0.122 share purchased for reinvestment 2.564 shares purchased for reinvestment 0.121 share purchased for reinvestment 2.531 shares purchased for reinvestment 5,640.39 1l/14/91 36.11 12/03/91 36.35 04/02/92 23.28 04/02/92 1.11 06/04/92 1.11 06/04/92 23.38 10/07/92 1.12 10/07/92 23.49 45 12/03/92 2.704 shares purchased for reinvestment 1.242 shares purchased for reinvestment 0.082 share purchased for reinvestment (621.892)shares delivered - converted to Class A 24.71 03/31/93 11. 64 03/31/93 0.77 03/06/95 (5,823.46) o 0.00 -------------- -------------- ============== Prudential Bache Ntl Muns Fd Inc. Class B 12/27/89 4,416.99 shares inventoried 67,005.74 05/14/90 (0.99)share sold (15.02) 03/09/92 5.877 shares purchased for 92.74 reinvestment 01/05/93 68.797 shares purchased for 1,096.63 reinvestment 01/05/93 62.417 shares purchased for 994.92 reinvestment 03/08/93 0.182 share purchased for 3.02 reinvestment 03/08/93 3.456 shares purchased for 57.41 reinvestment 03/013/93 0.108 share purchased for 1. 78 reinvestment 03/08/93 5.849 shares purchased for 97.15 reinvestment 03/12/93 0.558 share purchased for 9.27 reinvestment 03/12/93 1. 958 shares purchased for 32.52 reinvestment 03/12/93 0.33 share purchased for 5.48 Reinvestment 04/07/93 0.011 share purchased for 0.19 reinvestment 05/12/93 0.013 share purchased for 0.21 reinvestment 06/07/93 0.012 share purchased for 0.20 reinvestment 07/13/93 0.013 share purchased for 0.22 reinvestment 08/30/93 0.011 share purchased for 0.19 reinvestment 09/10/93 0.012 share purchased for 0.20 reinvestment 11/02/93 0.013 share purchased for 0.23 reinvestment 12/01/93 88.236 shares purchased for 1,414.43 reinvestment 12/01/93 96.775 shares purchased for 1,551.31 reinvestment 46 12/09/93 0.057 share purchased for 0.91 reinvestment 12/09/93 0.062 share purchased for 1. 00 reinvestment 12/09/93 0.013 share purchased for 0.21 reinvestment 12/31/93 0.015 share purchased for 0.24 reinvestment 02/07/94 0.012 share purchased for 0.19 reinvestment 03/07/94 0.015 share purchased for 0.23 reinvestment 03/07/94 0.02 share purchased for 0.31 reinvestment 03/09/94 30.03 shares purchased for 474.77 reinvestment 04/01/94 O.Oll share purchased for 0.18 reinvestment 05/04/94 0.013 share purchased for 0.19 reinvestment 06/06/94 0.014 share purchased for 0.20 reinvestment 07/13/94 0.014 share purchased for 0.21 reinvestment 08/02/94 0.013 share purchased for 0.20 reinvestment 09/02/94 0.013 share purchased for 0.20 reinvestment 10/04/94 0.016 share purchased for 0.24 reinvestment 11/08/94 0.015 share purchased for 0.21 reinvestment 12/07/94 0.015 share purchased for 0.22 reinvestment 01/06/95 0.013 share purchased for 0.18 reinvestment 03/17/95 (4,777.727)shares inventoried (71,188.13) 04/20/95 (3.276)shares delivered - converted (1,640.78) to Class A 04/20/95 0.014 share purchased for 0.20 reinvestment -------------- -------------- 0 0.00 -------------- -------------- -------------- -------------- 47 Prudential Natl Muns Fd Inc. Class A #22 03/17/95 4,784.149 shares inventoried 04/20/95 3.286 shares inventoried 04/20/95 0.012 share purchased for reinvestment 04/20/95 0.014 share purchased for reinvestment 07/18/95 0.016 share purchased for reinvestment 07/18/95 0.015 share purchased for reinvestment 07/18/95 0.015 share purchased for reinvestment 08/04/95 2.143 shares purchased for reinvestment 01/18/96 1.812 shares purchased for reinvestment 01/12/98 32.399 shares purchased through reinvestment 10/15/98 7.995 shares purchased through reinvestment 12131/98 28.636 shares purchased through reinvestment 03/29/00 (O.OOl)shares adjusted 08/29/00 adjustment to book value 01131/01 (4,860.491)shares sold 71,188.13 48.90 0.17 0.21 0.24 0.23 0.22 32.72 28.74 522.27 130.24 459.03 0.00 1,754.89 (74,165.99) o 0.00 -------------- -------------- -------------- -------------- Prudential Government Income Fund A #84 03/06/95 08/29/00 01131/01 621.893 shares inventoried adjustment to book value (621.893)shares sold 5,267.43 77.74 (5,345.17) o 0.00 -------------- -------------- -------------- -------------- 48 RECEIPTS OF INCOME ARK Fds Blue Chip Equity Portfolio 12/30/99 04/03/00 07/03/00 10/02/00 01/02/01 ARK Fds Capital Growth Portfolio 01/02/01 ARK Fds Equity Index Institutional Portfolio 12/30/99 04/03/00 07/03/00 10/02/00 01/02/01 ARK Fds Value Equity Portfolio 07/01/98 10/01/98 01/04/99 04/01/99 07/01/99 10/01/99 12/30/99 04/03/00 07/03/00 10/02/00 01/02/01 DIVIDENDS 12.19 5.81 10.08 8.30 7.59 23.62 24.41 24.34 28.71 22.39 184.51 150.07 132.05 89.33 74.44 54.37 25.89 12.95 19.42 0.65 71. 85 49 43.97 8.17 123.47 815.53 Common Stock Collective Investment Fund 06/06/90 07/05/90 08/06/90 09/06/90 10/26/90 11/06/90 12/05/90 01/04/91 02/04/91 03/04/91 04/03/91 05/03/91 06/06/91 07/03/91 08/02/91 09/04/91 10/04/91 11/04/91 12/03/91 01/03/92 02/05/92 03/03/92 04/02/92 05/04/92 06/02/92 07/02/92 08/04/92 09/03/92 10/02/92 11/03/92 12/02/92 01/05/93 02/03/93 03/02/93 04/02/93 05/04/93 06/02/93 07/02/93 08/03/93 09/02/93 10/05/93 11/02/93 12/02/93 01/04/94 02/02/94 03/02/94 04/04/94 05/03/94 06/03/94 07/05/94 08/02/94 09/02/94 10/04/94 11/02/94 12/02/94 61.67 92.98 71. 20 105.11 79.63 68.17 108.47 97.70 67.96 108.74 94.02 77.63 126.88 63.49 59.62 112.38 67.78 66.01 101.66 65.18 40.72 108.11 52.52 19.36 138.94 63.22 23.33 116.53 82.94 20.26 117.81 68.02 26.07 109.74 73.13 27.73 13 4.63 60.84 36.89 130.14 75.60 49.29 115.35 67.03 43.50 107.48 59.20 43.18 119.33 108.39 46.69 125.18 106.37 65.16 137.28 50 01103/95 02101/95 03/02/95 04/04/95 05/02/95 06/02/95 07/05/95 08/02/95 09/05/95 10/03/95 11102/95 12/04/95 01/03/96 02/02/96 03/04/96 04/01/96 05/02/96 06/03/96 07/01/96 08/01/96 09/04/96 10101/96 11/05/96 12/03/96 01/06/97 02/04/97 03/04/97 04/03/97 05/05/97 06/04/97 07/03/97 08/06/97 09/04/97 10/03/97 11/04/97 Marketvest Funds Inc. Equity Fund #590 12/01/97 12/31/97 02/03/98 02/28/98 03/27/98 107.67 67.95 137.18 114.57 51.62 188.25 149.28 71.25 154.04 126.87 90.30 159.99 104.71 95.94 145.20 101.82 71. 33 68.05 74.58 72.93 71. 33 70.78 72.97 70.79 75.33 66.45 68.66 70.89 74.77 78.68 79.18 80.32 83.74 59.18 67.69 69.18 73.80 61. 50 73.80 76.26 TOTAL DIVIDEND INCOME..................... 51 7,660.53 354.54 9,006.21 ============== INTEREST $10,000 Commonwealth National Bank Certificate of Deposit *1800095004 10% due 3/24/90 01/25/90 02/27/90 03/26/90 83.33 83.33 83.37 $10,000 Dauphin Deposit Bank and Trust Company Certificate of Deposit *0633015989 8% due 3/17/90 03/19/90 $26,639.54 Mellon Bank Certificate of Deposit *A48939 7.75% due 10/16/95 10/23/95 $32,000 Commonwealth National Bank Certificate of Deposit *1850097965 8.2% due 2/28/90 03/09/90 American Funds-Inc Fd of Amer-A 01/05/98 03/26/98 06/24/98 09/23/98 12/28/98 03/24/99 06/23/99 10/04/99 12/15/99 03/16/00 06/20/00 09/19/00 12/19/00 282.02 259.61 259.61 259.61 363.45 259.61 259.61 259.61 350.47 259.61 259.61 259.61 259.61 ARK Fds Income Portfolio 01/02/01 02/01/01 33.46 310.02 52 250.03 396.71 9,924.18 1,093.33 3,592.04 343.48 ARK Fds Intermediate Fixed Income Portfolio 01/02/01 02/01/01 ARK Money Market Portfolio 07/01/98 08/03/98 09/01/98 10/01/98 11/02/98 12/01/98 01/04/99 02/01/99 03/01/99 04/01/99 05/03/99 06/01/99 07/01/99 08/02/99 09/01/99 10/01/99 11/01/99 12/01/99 01/03/00 02/01/00 03/01/00 04/03/00 05/01/00 06/01/00 07/03/00 08/01/00 09/01/00 10/02/00 11/01/00 12/01/00 01/02/01 02/01/01 03/01/01 04/02/01 05/01/01 06/01/01 07/02/01 08/01/01 09/04/01 10/01/01 11/01/01 12/03/01 01/02/02 02/01/02 03/01/02 04/01/02 30.61 285.67 12.19 198.86 204.00 195.45 212.14 50.39 56.39 68.18 60.70 69.89 72.73 83.74 81.99 86.30 105.34 111.86 127 . 66 127 . 68 158.97 60.28 65.72 72 .18 77.50 86.39 88.65 100.40 107.07 103.32 114.89 11 7.38 173.91 407.33 2,418.84 2,550.67 2,231.65 2,051.44 1,820.83 1,749.64 1,677.24 1,461.64 1,210.32 999.81 928.87 877.78 769.87 797.99 53 316.28 25,206.07 AFlK Fds Short Term Bond Portfolio 04/06/98 05/01/98 06/01/98 07/01/98 08/03/98 09/01/98 10/01/98 11/02/98 01/02/01 02/01/01 ARK Fds US Government Bond Portfolio 04/06/98 05/04/98 06/01/98 07/01/98 08/03/98 09/01/98 10/01/98 11/02198 12/01/98 01/04/99 02/01/99 03/01/99 04/01/99 05/03/99 06/01/99 07/01/99 08(02/99 09/01/99 10/01/99 11/01/99 12(01/99 01(03/00 02/01/00 03/01/00 04/03/00 05/01/00 06/01/00 07/03/00 08/01/00 09/01/00 10/02/00 11/01/00 12/01/00 01/02/01 02/01/01 235.01 784.07 822.42 810.90 814.35 808.47 751.72 362.64 32.13 293.58 173.26 578 .14 594.15 576.31 590.94 530.35 510.49 915.67 1,431.37 1,478.41 1,451.47 1,330.71 1,486.59 1,412.78 1,363.62 1,349.07 1,425.91 1,408.09 1,358.86 1,419.89 1,399.85 1,407.86 1,425.11 1,383.28 1,464.78 1,473.61 1,495.26 1,417.51 1,484.48 1,491.52 1,472.24 1,487.26 1,454.45 1,372.17 '502.20 54 5,715.29 42,117.66 Capital Reserve Account 01/08/90 02/05/90 03/08/90 04/04/90 05/02/90 06/04/90 07/03/90 08/03/90 09/05/90 10/05/90 11/05/90 12/04/90 01/03/91 02/04/91 03/04/91 04/02/91 05/01/91 06/04/91 07/01/91 08/01/91 09/03/91 10/01/91 11/01/91 12/02/91 01/02/92 02/04/92 03/02/92 04/01/92 05/01/92 06/01/92 07/01/92 08/03/92 09/01/92 10/01/92 11/02/92 12/01/92 01/04/93 02/01/93 03/01/93 04/01/93 05/03/93 06/01/93 07/01/93 08/03/93 09/02/93 10/04/93 11/02/93 12/02193 01/04/94 02/02/94 03/01/94 04/01/94 05/03/94 06/01/94 07/01/94 10.19 167.92 228.56 389.15 413.31 323.02 210.32 119.36 70.11 57.64 40.54 27.25 31. 96 30.31 28.39 46.22 81.27 47.59 26.65 33.36 23.78 21. 70 37.34 37.38 30.83 21.94 18.44 20.83 20.06 20.80 26.46 22.92 23.39 21.94 20.61 24.87 28.44 25.93 22.28 24.39 17.64 15.51 14.93 17.01 17.21 16.03 11.79 14.84 14.22 12.83 11. 63 24.19 14.79 8.50 4.11 55 08/02/94 09/01/94 10/03/94 11/01/94 12/01/94 01/03/95 02/01/95 03/01/95 04/03/95 05/01/95 06/01/95 07/03/95 08/01/95 09/01/95 10/02/95 11/01/95 12/01/95 01/02/96 02/01/96 03/01/96 04/01/96 05/01/96 06/03/96 07/01/96 08/01/96 09/03/96 10/02/96 11/05/96 12/04/96 01/06/97 02/03/97 03/04/97 04/03/97 05/05/97 06/0.5/97 07/03/97 08/01/97 09/03/97 10/02/97 11/03/97 12/02/97 12131/97 02/02/98 03/02/98 04/02/98 05/01/98 06/01/98 07/01/98 17.13 16.16 14.18 21. 60 23.57 24.74 29.93 23.70 15.35 22.74 26.61 22.61 29.46 30.72 13.90 86.62 220.76 226.79 102.19 37.87 35.14 43.89 92.07 60.60 53.15 55.83 69.04 73.70 78.23 91. 96 96.27 96.94 58.37 58.15 68.55 77.64 86.50 97.97 132.88 150.16 99.52 124.21 139.15 128.09 129.85 126.39 158.59 159.67 -------------- 56 6,741.82 Dauphin Deposit U.S. Government Fixed Income Fund 06/04/91 07/02/91 08/02/91 09/04/91 10/03/91 11/05/91 12/04/91 01/06/92 02/05/92 03/05/92 04/06/92 05/05/92 06/03/92 07/03/92 08/05/92 09/03/92 10/02/92 11/03/92 12/02/92 01/06/93 02/03/93 03/03/93 04/05/93 05/05/93 06/03/93 07/07/93 08/05/93 09/02/93 10/05/93 11/03/93 12/02/93 01/05/94 02/03/94 03/0:2/94 04/0~5/94 05/04/94 06/03/94 07/06/94 08/03/94 09/02/94 10/05/94 11/03/94 12/02/94 01/04/95 02/02/95 03/02/95 04/05/95 05/03/95 06/02/95 07/06/95 08/02/95 09/06/95 10/03/95 11/02/95 31. 00 47.52 48.55 65.76 62.85 64.16 61. 04 72.68 80.04 72.44 75.84 73.27 73.65 71. 24 72.63 71.28 68.36 69.22 66.35 68.55 68.09 61.19 66.19 63.67 63.91 60.93 62.34 61.67 59.28 27.00 25.89 26.50 26.02 23.12 25.69 24.87 26.24 25.94 26.73 45.68 44.80 46.72 257.10 271.99 317 .14 284.29 356.66 350.90 357.21 333.27 337.38 337.99 327.60 332.34 57 12/04/95 01/03/96 02/02/96 03/05/96 04/01/96 320.41 317.50 492.73 498.58 541.85 Fixed Income Collective Investment Fund 01/05/90 02/05/90 03/05/90 04/03/90 05/04/90 06/05/90 07/05/90 08/03/90 09/06/90 10/03/90 11/05/90 12/05/90 01/04/91 02/05/91 03/05/91 04/03/91 05/02/91 06/04/91 07/02/91 08/02/91 09/04/91 10/03/91 11/05/91 12/04/91 01/06/92 02/05/92 03/04/92 04/02/92 05/05/92 06/03/92 07/03/92 08/05/92 09/03/92 10/02/92 11/03/92 12/02/92 01/05/93 02/03/93 03/03/93 04/05/93 05/05/93 06/03/93 07/06/93 08/04/93 09/02/93 10/05/93 11/03/93 12/02/93 376.89 400.67 381.49 478.93 603.06 708.85 772 .10 864.06 909.22 886.51 941.56 927.20 955.27 954.00 872.31 950.64 908.20 990.14 937.63 959.58 953.50 925.89 947.87 942.34 968.09 972.41 918.47 968.04 931.69 949.68 927.50 950.69 944.38 923.65 944.44 906.60 939.83 976.63 907.39 972 . 55 943.66 957.93 928.41 960.17 948.08 932.48 941. 01 912.67 58 8,313.84 01/05/94 02/03/94 03/02/94 04/05/94 05/03/94 06/03/94 07/05/94 08/03/94 09/02/94 10/04/94 11/03/94 12/02/94 01/04/95 02/02/95 03/02/95 04/04/95 05/02/95 06/02/95 07/05/95 08/02/95 09/05/95 10/03/95 11/02/95 12/04/95 01/03/96 02/02/96 03/04/96 04/01/96 923.81 933.31 875.13 911.66 890.03 920.63 896.64 894.04 902.69 867.60 870.85 578.86 592.13 622.55 632.58 665.40 643.26 646.46 620.49 632.73 656.60 652.06 666.50 654.27 672 .44 672.19 642.78 695.84 Income Fund America Inc. 04/10/90 10/23/90 10/23/90 10/23/90 01/23/91 04/09/91 07/1.1/91 11/07/91 01/06/92 04/09/92 07/09/92 10/13/92 01/12/93 04/07/93 07/16/93 10/07/93 01/26/94 04/06/94 07/11/94 10/04/94 01/1:2/95 04/05/95 07/10/95 10/12/95 01/05/96 132.60 132.60 137.06 134.78 195.24 143.73 146.09 148.44 188.45 154.58 156.92 159.24 193.84 166.98 169.31 171.82 200.09 180.97 183.58 186.31 217.42 193.23 196.02 198.68 231.47 59 63,007.89 04/23/96 07/31/96 10/15/96 05/12/97 05/12/97 07/02/97 10/03/97 Marketvest Funds Short Term Bond Fund #592 05/02/96 06/03/96 07/03/96 08/01/96 09/03/96 10/01/96 11/01/96 12/02/96 01/02/97 02/06/97 03/04/97 04/02/97 05/05/97 06/04/97 07/03/97 08/04/97 09/03/97 10/03/97 11/05/97 12/02/97 12/31/97 03/02/98 03/20/98 Marketvest Funds Inc. Intermediate US Government Bond Fund #593 05/02/96 06/03/96 07/03/96 08/01/96 09/03/96 10/01/96 11/01/96 12/02/96 01/02/97 02/06/97 03/05/97 04/04/97 05/06/97 06/05/97 07/03/97 206.51 209.07 211.66 228.60 321. 35 231.31 233.89 425.22 478.81 565.51 613.76 649.37 647.31 668.13 651. 99 672.81 668.76 616.73 753.39 747.53 775.57 754.65 777.36 774.04 754.84 775.58 838.19 847.52 773.04 599.85 575.75 597.38 597.54 620.63 619.65 614.36 658.53 651. 39 .701. 53 708.24 646.14 727.76 696.88 715.19 693.69 60 5,961.84 15,829.96 08/04/97 09/03/97 10/03/97 11/05/97 12102/97 12/31/97 02/03/98 02/03/98 03/03/98 03/20/98 721.84 693.88 680.58 632.46 623.16 644.19 835.76 624.74 572 .10 438.15 Nuveen T/E Unit Tr Nat1 Unit Series 406 Monthly 03/19/92 Nuveen T/E Unit Tr Ins'd PA Unit Ser 72 Monthly 01/22/90 02/16/90 03/19/90 04/17/90 05/17/90 06/19/90 07/24/90 08/20/90 09/21/90 10/25/90 11/30/90 12/18/90 01/29/91 02/19/91 03/28/91 04/19/91 05/17/91 06/27/91 07/24/91 08/26/91 09/24/91 10/16/91 11/18/91 12/18/91 01/21/92 02/19/92 03/19/92 04/17 /92 05/18/92 06/16/92 07/16/92 08/20/92 09/17 /92 10/23/92 11/18/92 12/18/92 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 314.35 319.40 .314.21 314.21 314.21 314.21 314.21 314.21 314.21 61 16,291.52 197.65 01/19/93 02/17 /93 03/18/93 04/19/93 05/19/93 06/16/93 07/19/93 08/19/93 09/16/93 10/18/93 11/17/93 12/21/93 01/20/94 02/15/94 03/17/94 04/19/94 05/18/94 06/17/94 07/21/94 08/16/94 09/19/94 10/20/94 11/16/94 12/16/94 01/24/95 02/21/95 0.3/17/95 04/18/95 05/17 /95 06/19/95 07/19/95 08/16/95 09/18/95 10/17 /95 11/17/95 12/26/95 01130/96 02/16/96 03/25/96 06/03/96 06/25/96 08/14/96 08/15/96 09/26/96 10/28/96 11/22/96 01/24/97 02/26/97 03/28/97 04/24/97 OS/22/97 06/17 /97 07/16/97 08/19/97 09/17/97 10/17/97 11/19/97 277.96 276.69 276.69 276.69 277.77 276.69 276.69 276.69 276.69 276.69 276.69 276.69 276.69 276.69 276.69 276.69 343.66 278.53 276.97 276.97 276.97 276.97 276.97 276.97 276.97 276.97 276.97 276.97 276.97 278 .24 280.23 277.54 277.63 277.25 277 .25 277.25 277.30 277.68 278 .10 555.31 277.25 277.25 209.99 211.93 211.79 304.82 422.39 211.03 211.22 212.21 .211.17 211.55 211.55 17 8.50 155.71 117.91 119.18 62 12/17/97 02/18/98 03/17/98 04/15/98 Nuveen T/E Unit Tr Ins'd PA Unit Ser 76 Monthly 01/22/90 02/16/90 03/19/90 04/17/90 05/17/90 06/19/90 07/24/90 08/20/90 09/21/90 10/25/90 11130/90 12/18/90 01/29/91 OU19/91 03/28/91 04/19/91 05/17/91 06/27/91 07/24/91 08/26/91 09/24/91 10/16/91 11/18/91 12/18/91 01/21/92 02/19/92 03/19/92 04/17/92 05/18/92 06/16/92 07/16/92 08/20/92 09/17/92 10/23/92 11/18/92 12/18/92 01/19/93 02/17/93 03/18/93 04/19/93 05/19/93 06/16/93 07/19/93 08/19/93 09/16/93 10/18/93 11/17/93 12/21/93 119.51 51. 26 51. 50 52.01 61. 39 61. 39 61. 39 61. 39 61. 39 61. 59 61. 60 61. 60 61.60 61.60 61.60 61. 60 61. 60 61. 60 61.60 61.60 61.98 61. 37 61.36 61. 36 61. 36 61. 36 61. 36 61. 36 61. 36 61. 36 61. 36 61.36 62.84 61. 50 61. 51 - 61. 51 61. 51 61. 51 61. 51 61. 51 61. 51 61. 51 61.51 61. 51 64.55 61. 51 61. 51 61. 51 61. 51 61.51 61. 51 61. 51 63 26,782.43 01/20/94 02/15/94 03/17/94 04/19/94 05/18/94 06/17/94 07/21/94 08/16/94 09/19/94 10/20/94 11/16/94 12/16/94 01/24/95 02/21/95 03/17/95 04/18/95 05/17/95 06/19/95 07/19/95 08/16/95 09/18/95 10/17/95 11/17/95 12/26/95 01/30/96 02/16/96 03/25/96 06/03/96 06/25/96 08/14/96 08/15/96 09/26/96 10/28/96 11/22/96 01/24/97 02/26/97 03/28/97 04/24/97 OS/22/97 06/17/97 07/16/97 08/19/97 09/17/97 10/17 /97 11/19/97 12/17/97 02/18/98 03/17/98 61. 51 61.51 61. 51 61. 51 64.02 61. 51 61.69 61. 69 61. 69 61. 69 61. 48 61. 48 61. 48 61. 48 61. 48 61. 48 65.76 61. 36 61. 36 61. 30 61. 27 61. 27 61. 36 61. 36 61. 27 61. 27 56.04 102.01 50.97 50.97 40.75 40.75 40.81 85.72 60.88 21. 59 21.71 14.71 43.97 14.88 14.94 14.91 14.85 6.93 3.04 3.13 3.23 3.24 64 5,270.87 Nuveen T/E Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly 02/16/90 05/17/90 08/20/90 11/30/90 02/19/91 05/17/91 08/26/91 11/18/91 02/19/92 05/18/92 08/20/92 11/18/92 02/17/93 05/19/93 08/19/93 10/18/93 11/17/93 02/15/94 05/18/94 08/16/94 11/16/94 02/21/95 05/17/95 08/16/95 11/17/95 02/16/96 06/03/96 08/15/96 11/22/96 02/26/97 OS/22/97 11/19/97 02/11/98 05/15/98 08/17/98 11/16/98 240.48 240.48 240.48 240.48 240.84 240.84 230.37 208.52 208.26 198.81 179.44 204.67 179.37 179.37 151.35 453.95 904.68 50.97 51. 36 49.44 93.37 45.63 45.96 42.89 39.16 39.00 39.30 34.66 29.80 28.93 29.15 18.75 18.42 22.70 14.36 11.10 65 5,247.34 Prudential/Bache Govt Plus FD Inc. 06/05/90 07/06/90 08/06/90 09/05/90 10/09/90 11/15/90 12/05/90 01/08/91 01/11/91 01/23/91 02/04/91 03/11/91 04/09/91 05/01/91 06/05/91 07/22/91 08/23/91 09/04/91 10/01/91 33.88 28.76 30.35 31.88 29.72 29.51 30.75 35.40 29.51 4.97 26.74 28.12 27.31 31. 84 31.17 28.43 30.38 31. 69 31. 99 552.40 Prudential Bache Gvt Plus Fd Inc. Class B 11/08/91 11/14/91 12/03/91 12/31/91 01/16/92 02/07/92 03/06/92 04/02/92 04/02/92 04/02/92 05/01/92 06/04/92 06/04/92 06/04/92 07/07/92 08/04/92 09/02/92 10/07/92 10/07/92 10/07/92 10/30/92 12/03/92 12/03/92 01/05/93 01/11/93 02/02/93 03/08/93 03131/93 05/04/93 06/03/93 07/07/93 32.23 36.11 65.53 28.52 4.94 25.91 30.70 29.30 1.11 23.28 32.46 29.19 1.11 23.38 31. 52 30.81 29.86 33.07 1.12 23.49 27.27 24.71 31. 20 29.66 . 2.87 24.68 27.82 28.04 30.83 27.62 29.93 66 08/12/93 09/01/93 10/04/93 11/03/93 11130/93 12131/93 01/07/94 02/01/94 03/09/94 04/04/94 05/03/94 06/03/94 07/01/94 08/02/94 08131/94 10/04/94 11/02/94 12/02/94 01/03/95 01/06/95 02/07/95 03/06/95 Prudential Bache Ntl Muns Fd Inc. Class B 06/05/90 07/06/90 08/06/90 09/05/90 10/09/90 11/15/90 12/05/90 01/11/91 02/06/91 03/11/91 04/09/91 05/01/91 06/05/91 07/18/91 08/12/91 09/04/91 10/01/91 11/06/91 12/05/91 12131/91 02/07/92 03/09/92 03/09/92 04/02/92 05/01/92 06/04/92 07/03/92 08/04/92 09/02/92 10/07/92 24.35 27.39 35.29 24.38 26.10 25.88 3.32 21.47 29.37 25.46 23.51 24.31 28.47 27.41 29.17 29.10 27.49 30.84 26.79 2.81 24.98 10.35 349.76 307.10 323.77 343.50 328.70 321. 52 335.55 320.57 354.23 338.75 303.62 362.17 336.88 316.39 314.59 325.03 342.51 353.59 323.91 324.26 343.69 320.66 92.74 290.48 329.24 301. 74 330.02 327.75 312.29 355.85 67 1,326.51 10/30/92 12/03/92 01/05/93 01/05/93 01/05/93 02/02/93 03/08/93 03/12/93 03/31/93 04/07/93 05/06/93 05/12/93 06/03/93 06/07/93 07/12/93 07/13/93 08/12/93 08/30/93 09/01/93 09/10/93 10/04/93 11/02/93 11/03/93 12/01/93 12/01/93 12/09/93 12/31/93 02/01/94 02/07/94 03/07/94 03/09/94 03/09/94 04/01/94 05/03/94 05/04/94 06/03/94 06/06/94 07/01/94 07/13/94 08/02/94 08/31/94 09/02/94 10/04/94 11/02/94 11/08/94 12/02/94 12/07/94 01/03/95 01/06/95 02/07/95 03/17/95 04/20/95 290.89 340.74 1,096.63 994.92 325.38 306.07 351.74 32.52 300.84 0.19 331.05 0.21 310.29 0.20 343.45 0.22 290.64 0.19 319.54 0.20 347.26 0.23 301.03 1,735.66 1,551.31 0.21 323.49 300.62 0.19 0.23 474.77 352.87 269.75 283.65 0.19 296.18 0.20 322.99 0.21 282.18 301.48 0.20 306.91 287.16 0.21 319.74 0.22 271.70 0.18 285.84 , 113.44 0.20 68 23,997.27 Prudential Natl Muns Fd Inc. Class A *:22 03/17/95 03/31/95 04/20/95 04/20/95 05/03/95 06/05/95 07/10/95 07/18/95 07/18/95 07/18/95 08/02/95 08/04/95 09/05/95 10/16/95 11/10/95 12/08/95 01/18/96 01/18/96 01/31/96 03/11/96 04/17/96 OS/23/96 06/06/96 07/30/96 08/08/96 08/30/96 10/01/96 11/04/96 12/05/96 01/07/97 01/31/97 03/05/97 04/07/97 05/02/97 06/03/97 07/02/97 07/30/97 09/04/97 10/03/97 12/10/97 01/12/98 02/03/98 03/06/98 04/02/98 04/30/98 06/01/98 06/30/98 07/30/98 09/03/98 10/01/98 10/30/98 11/30/98 12/31/98 01/28/99 247.72 305.47 0.17 0.21 329.13 322.44 341.52 0.23 0.22 0.24 323.27 32.72 344.71 315.22 311.92 335.69 28.74 296.13 328.51 352.39 313.30 340.33 285.34 363.29 309.31 321.72 335.02 338.49 318.69 319.00 357.52 344.88 295.91 356.55 303.80 322.19 337.56 303.14 330.36 639.55 286.97 339.14 346.81 291.16 336.73 297.58 326.30 '319.21 308.69 348.68 285.63 332.71 275.75 325.84 69 03/01/99 03/30/99 04/27/99 OS/28/99 07/02/99 07/29/99 08/30/99 09/29/99 11/01/99 11/29/99 12/29/99 01/28/00 03/02/00 03/29/00 05/02/00 05/31/00 06/28/00 07/31/00 08/30/00 09/28/00 10/30/00 11/30/00 12:/28/00 01/29/01 01/31/01 334.92 279.88 312.90 295.55 338.68 279.39 311.67 324.83 284.25 313.22 318.20 293.08 343.43 273.24 299.45 299.63 316.08 301.53 328.50 298.25 302.71 330.57 319.31 315.82 39.60 Prudential Government Income Fund A .84 03/06/95 03/31/95 05/03/95 06/05/95 07/10/95 08/02/95 09/05/95 10/16/95 11/10/95 12/08/95 01/18/96 02/02/96 03/18/96 04/17/96 06/06/96 07/29/96 08/07/96 08/30/96 10/04/96 11/04/96 12/05/96 01/02/97 01/27/97 02/12/97 03/05/97 04/01/97 05/02/97 06/03/97 22.86 29.63 31.46 30.69 31. 59 29.92 32.84 29.75 30.21 32.49 32.09 27.85 31.95 29.40 60.24 35.39 30.12 31. 05 32.04 32.49 29.15 27.83 6.89 26.90 30.46 27.88 32.61 28.26 70 22,928.49 07/30/97 09/04/97 10/03/97 10/31/97 12/05/97 01/08/98 01/12/98 02/03/98 03/03/98 04/02/98 04/30/98 06/01/98 06/30/98 07/30/98 09/03/98 10/01/98 10/30/98 11/30/98 12/29/98 0J./07/99 0J./28/99 03/01/99 03/30/99 04/27/99 OS/28/99 07/02/99 07/29/99 08/30/99 09/29/99 11/01/99 11/29/99 12:/27/99 01/05/00 01/28/00 03/02/00 03/29/00 05/02/00 05/31/00 06/28/00 07/31/00 08/30/00 09/28/00 10/30/00 11/30/00 12/28/00 01/05/01 01/29/01 02/28/01 31. 27 28.34 30.84 30.00 29.78 6.90 27.49 25.18 32.15 26.00 29.95 27.08 29.60 28.87 27.89 30.90 26.44 30.23 25.55 6.62 24.13 30.59 25.92 28.94 27.85 30.96 25.78 28.66 30.54 27.06 29.52 25.82 7.49 24.14 32.00 25.67 28.00 27.29 28.71 27.54 28.93 26.13 26.48 28.83 28.73 2.56 24.26 4.95 TOTAL INTEREST INCOME... ..... ............. 71 2,092.60 293,497.50 -------------- -------------- OTHER INCOME Adams Electric Co-op Incorporated 12/30/99 12/29/00 Refund on Electric Bills Refund on Electric Bills 12.25 11.78 ARCO - Pension Benefit Atlantic Richfield Retirement Plan II 03/02/99 04/02/99 05/04/99 06/02/99 07/01/99 08/02/99 09/02/99 10/01/99 11/03/99 12/01/99 01/05/00 02/04/00 03/06/00 04/03/00 05/01/00 06/01/00 07/03/00 08/01/00 09/05/00 10/02/00 11/02/00 12/01/00 01/05/01 Supplemental Payment 212.40 1,174.14 212.40 212.40 1,174.14 212.40 212.40 1,174.14 212.40 212.40 1,171.23 209.49 209.49 1,171.23 209.49 209.49 1,171.23 209.49 209.49 1,171.23 209.49 209.49 1,165.29 Supplemental Payment Supplemental Payment Supplemental Payment Supplemental Payment Supplemental Payment Supplemental Payment Supplemental Payment Atlantic Richfield - Pension Payment 03/02/90 04/24/90 05/04/90 06/05/90 07/03/90 07/03/90 08/03/90 09/07/90 10/03/90 10/03/90 11/06/90 12/04/90 01/03/91 01/03/91 02/05/91 03/05/91 04/03/91 04/03/91 Supplemental Payment 237.00 1,147.22 237.00 237.00 237.00 673.22 237.00 237.00 237.00 673.22 237.00 237.00 233.00 673.22 233.00 233.00 233.00 961.74 Supplemental Payment Supplemental Payment Supplemental Payment Supplemental Payment 72 24.03 12,535.35 05/02/91 233.00 06/12/91 233.00 07/05/91 Supplemental Payment 961.74 07/05/91 233.00 08/02/91 233.00 09/05/91 233.00 10/02/91 233.00 10/02/91 Supplemental Payment 961. 74 11/05/91 233.00 12/03/91 233.00 01/06/92 Supplemental Payment 961.74 01/13/92 229.40 02/05/92 229.40 03/03/92 229.40 04/02/92 229.40 04/06/92 Supplemental Payment 961. 74 05/04/92 229.40 06/04/92 229.40 07/02/92 229.40 07/02/92 Supplemental Payment 961. 74 08/03/92 229.40 09/02/92 229.40 10/02/92 Supplemental Payment 961. 74 10/02/92 229.40 11/03/92 229.40 12/01/92 229.40 01/05/93 Supplemental Payment 961.74 01/05/93 228.40 02/02/93 228.40 03/02/93 228.40 04/05/93 Supplemental Payment 961.74 04/05/93 228.40 05/03/93 228.40 06/08/93 228.40 07/08/93 Supplemental Payment 961. 74 07/08/93 228.40 08/05/93 228.40 09/07/93 228.40 10/13/93 228.40 10/13/93 Supplemental Payment 961.74 11/02/93 228.40 12/02/93 228.40 01/04/94 Supplemental Payment 1,187.14 02/02/94 225.40 03/04/94 225.40 04/05/94 Supplemental Payment 1,187.14 05/03/94 225.40 06/03/94 225.40 07/06/94 Supplemental Payment 1,187.14 08/03/94 225.40 09/02/94 '225.40 10/04/94 Supplemental Payment 1,187.14 11/03/94 225.40 12/02/94 225.40 01/04/95 Supplemental Payment 1,189.34 02/03/95 227.60 03/02/95 227.60 73 04/04/95 Supplemental Payment 1,189.34 05/03/95 227 . 60 06/05/95 227 . 60 07/03/95 Supplemental Payment 1,189.34 08/03/95 227.60 09/06/95 227.60 10/03/95 Supplemental Payment 1,189.34 11/01/95 227.60 12/05/95 227.60 01/03/96 Supplemental Payment 1,185.54 02/02/96 223.80 03/04/96 223.80 04/02/96 Supplemental Payment 1,185.54 05/02/96 223.80 06/03/96 223.80 07/03/96 Supplemental Payment 1,185.54 08/02/96 223.80 09/04/96 223.80 10/02/96 Supplemental Payment 1,185.54 11/06/96 223.80 12/04/96 223.80 01/06/97 Supplemental Payment 1,181.94 02/03/97 220.20 03/04/97 220.20 04/01/97 Supplemental Payment 1,181.94 05/06/97 220.20 06/02/97 220.20 07/03/97 Supplemental Payment 1,181.94 08/06/97 220.20 09/03/97 220.20 10/02/97 Supplemental Payment 1,181.94 11/04/97 220.20 12/12/97 220.20 01/14/98 Supplemental Payment 1,180.54 02/20/98 218.80 03/05/98 218.80 04/02/98 Supplemental Payment 1,180.54 05/04/98 218.80 06/01/98 218.80 07/01/98 Supplemental Payment 1,180.54 08/04/98 218.80 09/01/98 218.80 09/30/98 Supplemental Payment 1,180.54 10/30/98 218.80 12/01/98 218.80 01/04/99 Supplemental Payment 1,174.14 02/03/99 212.40 -------------- 58,179.56 BankCard Services ----------------- 06/29/99 Refund 47.63 74 Board of Pensions Churches of God - Pension Payment for Lena Stabnau OS/28/96 06/18/96 06/25/96 07/24/96 08/26/96 09/25/96 10/28/96 11/25/96 12/17/96 12/24/96 01/24/97 02/25/97 03/26/97 04/25/97 OS/27/97 06/27/97 07/28/97 08/26/97 09/23/97 10/29/97 11/25/97 12/23/97 01/23/98 02/25/98 03/24/98 05/01/98 OS/27/98 06/23/98 07/27/98 08/28/98 09/29/98 10/26/98 11/24/98 12/28/98 01/25/99 02/25/99 04/14/99 04/26/99 OS/25/99 06/29/99 79.31 79.31 79.31 79.31 79.31 79.31 79.31 79.31 79.31 79.31 79.31 79.31 158.62 79.31 79.31 158.62 79.31 79.31 158.62 79.31 79.31 158.62 79.31 79.31 165.44 82.72 82.72 165.44 82.72 82.72 165.44 82.72 82.72 165.44 82.72 82.72 82.72 165.44 82.72 82.72 75 3,957.80 Capstone Pharmacy Services, Inc. 10/06/97 Refund of Amount paid to 283.21 Emerald/Saylor's Pharmacy for Lena Stabnau 10/06/97 Refund of Amount paid to 94.48 Emerald/Saylor's Pharmacy for John Stabnau -------------- Carlisle Hospital 08/23/00 Medical Insurance Reimbursement paid by Aetna and Medicare Cash from Apartment 06/14/99 Commonwealth National Bank - Pension Payment for Lena Stabnau 09/09/96 10/02/96 11/14/96 12/04/96 01/06/97 02/03/97 03/03/97 04/01/97 05/06/97 06/03/97 07/03/97 08/06/97 09/04/97 10/02/97 11/05/97 12/12/97 01/09/98 02/04/98 07/01/98 08/03/98 09/01/98 09/30/98 11/03/98 12/01/98 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 102.71 76 377.69 11.04 42.66 2,465.04 Internal Revenue Service 06/03/92 1991 Personal Income Tax Refund 1993 1040 Refund 05/25/94 Mellon Bank - Pension from Commonwealth National Bank for Lena Stabnau --------------------------------------- 01/04/99 0:2/01199 03/02/99 04/02/99 05/04/99 06/08/99 Nuveen TIE Unit Tr Ins'd PA Unit Ser 72 Monthly --------------------------------------- 05/15/98 Nuveen TIE Unit Tr Ins'd PA Unit Ser 76 Monthly --------------------------------------- 04/15/98 Nuveen TIE Bond Fund Multi St Ser Unit Multi St Ser 90 PA Quarterly -------------------------------------- 12/15/98 PA Department of Revenue 06/10/92 1991 PA 40 Refund Paid Prescriptions Inc. 03/16/99 Medical Insurance Reimbursement for Lena Stabnau Proceeds from Closed Checking Account U4579340 ------------------------------------- 06/14/99 77 1,251.00 8.00 102.71 102.71 102.71 102.71 102.71 102.71 1,259.00 616.26 418.29 15.34 8.32 20.00 740.28 719.57 Received from John W. Stabnau Trust Account 12/28/89 12/28/89 01/17/90 Income Cash Sprint 11/24/97 Refund Transfer from Principal 06/24/94 09/14/94 09/26/94 09/30/94 12/23/94 12/28/94 03/20/95 03/27/95 06/26/95 U.S. Treasury - Social Security Benefits for John Stabnau 08/07/95 09/06/95 10/04/95 11/06/95 12/06/95 01/05/96 02/06/96 03/05/96 04/05/96 05/06/96 06/05/96 07/05/96 08/06/96 09/04/96 10/04/96 11/06/96 12/05/96 01/07/97 02/03/97 03/03/97 04/08/97 05/07/97 06/03/97 07/03/97 08/05/97 09/05/97 10/03/97 11/05/97 11,400.00 40.23 1,042.80 195.83 650.00 790.06 35.73 295.64 1,085.00 84.74 506.78 160.74 579.00 579.00 579.00 579.00 579.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 599.00 616.00 616.00 616.00 616.00 616.00 616.00 616.00 616.00 616.00 616.00 616.00 78 12,483.03 11. 62 3,804.52 12/05/97 01/30/98 02/06/98 03/03/98 04/06/98 05/04/98 06/03/98 07/08/98 08/03/98 09/03/98 10/05/98 11/03/98 12/03/98 12/31/98 02/03/99 03/03/99 04/02/99 05/03/99 06/03/99 07/02/99 08/03/99 09/03/99 10/01/99 11/03/99 12/03/99 01/03/00 02/03/00 03/03/00 04/03/00 05/03/00 06/02/00 07/03/00 08/03/00 09/01/00 10/03/00 11/03/00 12/01/00 01/03/01 616.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 630.00 637.00 637.00 637.00 637.00 637.00 637.00 637.00 637.00 637.00 637.00 637.00 637.0C 653.00 653.00 653.00 653.00 653.00 653.00 653.00 653.00 653.00 653.00 653.00 653.00 673.00 u.s. Treasury - Social Security Benefits for Lena Stabnau 12/06/95 01/05/96 02/06/96 03/05/96 04/05/96 05/06/96 06/05/96 07/05/96 08/06/96 09/04/96 10/04/96 11/06/96 12/05/96 01/07/97 852.00 878.00 878.00 878.00 878.00 878.00 878.00 .878.00 878.00 878.00 878.00 878.00 878.00 904.00 79 41,188.00 02/03/97 03/03/97 04/08/97 05/07/97 06/03/97 07/03/97 08/05/97 09/05/97 10/03/97 11/05/97 12/05/97 01/30/98 02/06/98 03/03/98 04/06/98 05/04/98 06/03/98 07/02/98 08/03/98 09/03/98 10/05/98 11/03/98 12/03/98 12/31/98 02/03/99 03/03/99 04/02/99 05/03/99 06/03/99 904.00 904.00 904.00 904.00 904.00 904.00 904.00 904.00 904.00 904.00 904.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 924.00 934.00 934.00 934.00 934.00 934.00 934.00 United Telephone Co. of Pennsylvania 03/09/90 08/17/94 Refund of Unused Credit Final Credit 10.33 2.74 TOTAL OTHER INCOME........................ TOTAL RECEIPTS OF INCOME........ .... ...... 80 38,928.00 13.07 177,866.10 -------------- -------------- 480,369.81 -------------- -------------- 01/02/90 01/19/90 01/19/90 01/22/90 01/31/90 02/09/90 02/16/90 02/20/90 02:/21/90 02:/26/90 03/20/90 03/20/90 03/21/90 DISBURSEMENTS OF INCOME Flower, Kramer, Morgenthal & Flower - Preparation of Wills, Agreement of Trust and Power of Attorney File Presbyterian Homes, Inc. - Convalescent Home Expense United Telephone Co. of Pennsylvania - Telephone Expense East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau Pennsylvania Power and Light Company - Utility Expense Pennsylvania Power and Light Company - Utility Expense United Telephone Co. of Pennsylvania - Telephone Expense East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau Presbyterian Homes, Inc. - Convalescent Home Expense Pennsylvania Power and Light Company - Utility Expense East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau United Telephone Co. of Pennsylvania - Telephone Expense Dauphin Deposit Bank and Trust Company - Trustee's Fee 81 260.00 1,512.62 13.77 70.65 36.54 42.52 63.61 70.65 1,354.70 43.67 70.65 18.20 685.09 03/21/90 03/27/90 04/13/90 04/13/90 04/13/90 04/13/90 04/13/90 04/17/90 04/18/90 04/20/90 04/30/90 05/10/90 05/18/90 OS/21/90 Presbyterian Homes, Inc. - Convalescent Home Expense 1,335.00 Pennsylvania Power and Light Company - Utility Expense 16.24 Internal Revenue Service - 1990 1st Quarter Estimated Personal Income Tax 261.00 Internal Revenue Service - 1989 Personal Income Tax for John W. Stabnau 1,046.00 PA Department of Revenue - 1990 1st Quarter Estimated Personal Income Tax 60.00 PA Department of Revenue - 1989 Balance of Personal Income Tax for Lena W. Stabnau 114.00 PA Department of Revenue - 1989 Balance of Personal Income Tax for John W. Stabnau 46.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,335.00 United Telephone Co. of Pennsylvania - Telephone Expense 16.31 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Pennsylvania Power and Light Company - Utility Expense 46.68 Presbyterian Homes, Inc. - Convalescent Home Expense 1,335.00 United Telephone Co. of Pennsylvania - Telephone Expense 15.90 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 82 OS/25/90 06/07/90 06/07/90 06/19/90 06/20/90 06/21/90 06/21/90 06/27/90 07/18/90 07/19/90 07/20/90 07130/90 08/17/90 08/20/90 Pennsylvania Power and Light Company - Utility Expense 31. 95 Internal Revenue Service - 1990 2nd Quarter Estimated Personal Income Tax 260.00 PA Department of Revenue - 1990 2nd Quarter Estimated Personal Income Tax 60.00 United Telephone Co. of Pennsylvania - Telephone Expense 17.97 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Dauphin Deposit Bank and Trust Company - Trustee's Fee 726.55 Presbyterian Homes, Inc. - Convalescent Home Expense 1,356.00 Pennsylvania Power and Light Company - Utility Expense 31.11 Presbyterian Homes, Inc. - Convalescent Home Expense 1,304.75 United Telephone Co. of Pennsylvania - Telephone Expense 16.21 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Pennsylvania Power and Light Company - Utility Expense 34.84 Presbyterian Homes, Inc. - Convalescent Home Expense 1,343.75 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 83 08/22/90 08/29/90 09/07/90 09/07/90 09/19/90 09/19/90 09/20/90 09/21/90 09/25/90 10/01/90 10/16/90 10/22/90 10/24/90 10/31/90 11/15/90 United Telephone Co. of Pennsylvania - Telephone Expense 17.43 Pennsylvania Power and Light Company - Utility Expense 43.02 Internal Revenue Service - 1990 3rd Quarter Estimated Personal Income Tax 260.00 PA Department of Revenue - 1990 3rd Quarter Estimated Personal Income Tax 60.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,345.50 United Telephone Co. of Pennsylvania - Telephone Expense 16.25 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Dauphin Deposit Bank and Trust Company - Trustee's Fee 723.31 Dauphin Deposit Bank and Trust Company - 1990 Tax Preparation Fee 95.00 Pennsylvania Power and Light Company - Utility Expense 41.54 Presbyterian Homes, Inc. - Convalescent Home Expense 1,335.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 United Telephone Co. of Pennsylvania - Telephone Expense 20.86 Pennsylvania Power and Light Company - Utility Expense 34.06 Presbyterian Homes, Inc. - Convalescent Home Expense 1,335.00 84 11/20/90 11/26/90 11/26/90 12/19/90 12/20/90 12/20/90 12/21/90 12/27/90 12/27/90 12/27/90 01/16/91 01/17/91 01/22/91 01/23/91 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Pennsylvania Power and Light Company - Utility Expense 45.69 United Telephone Co. of Pennsylvania - Telephone Expense 15.99 United Telephone Co. of Pennsylvania - Telephone Expense 19.59 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 70.65 Presbyterian Homes, Inc. - Convalescent Home Expense 1,364.50 Dauphin Deposit Bank and Trust Company - Trustee's Fee 785.03 Internal Revenue Service - 1990 4th Quarter Estimated Personal Income Tax 260.00 PA Department of Revenue - 1990 4th Quarter Estimated Personal Income Tax 60.00 Pennsylvania Power and Light Company - Utility Expense 61. 43 Presbyterian Homes, Inc. - Convalescent Home Expense 1,484.00 United Telephone Co. of Pennsylvania - Telephone Expense 17.49 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Transfer to Principal - For Reinvestment 195.24 85 01/29/91 02/12/91 02/12/91 02/20/91 02/28/91 03/15/91 03/15/91 03/20/91 03/21/91 03/28/91 03/28/91 04/09/91 04/11/91 04/11/91 Pennsylvania Power and Light Company - Utility Expense 76.73 Presbyterian Homes, Inc. - Convalescent Home Expense 1,435.00 United Telephone Co. of Pennsylvania - Telephone Expense 18.25 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Pennsylvania Power and Light Company - Utility Expense 58.68 Presbyterian Homes, Inc. - Convalescent Home Expense 1,435.00 United Telephone Co. of Pennsylvania - Telephone Expense 17.99 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Dauphin Deposit Bank and Trust Company - Trustee's Fee 755.78 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 Pennsylvania Power and Light Company - Utility Expense 56.49 Transfer to Principal - on Income Fund America Inc. for Reinvestment 143.73 Internal Revenue Service - 1991 1st Quarter Estimated Personal Income Tax 820.00 PA Department of Revenue - 1991 1st Quarter Estimated Personal Income Tax 85.00 86 04/17/91 04/17/91 04/17/91 04/22/91 04/22/91 04/23/91 05/01/91 OS/20/91 OS/20/91 OS/21/91 OS/22/91 06/06/91 06/10/91 06/10/91 Internal Revenue Service - 1990 Personal Income Tax for John W. & Lena W. Stabnau 2,240.00 PA Department of Revenue - 1990 Personal Income Tax for John W. & Lena W. Stabnau 97.00 United Telephone Co. of Pennsylvania - Telephone Expense 24.57 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Presbyterian Homes, Inc. - Convalescent Home Expense 1,435.00 Pennsylvania Power and Light Company - Utility Expense 45.56 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Presbyterian Homes, Inc. - Convalescent Home Expense 1,377.25 United Telephone Co. of Pennsylvania - Telephone Expense 20.65 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 Pennsylvania Power and Light Company - Utility Expense 37.20 Internal Revenue Service - 1991 2nd Quarter Estimated Personal Income Tax 820.00 PA Department of Revenue - 1991 2nd Quarter Estimated Personal Income Tax 85.00 87 06/13/91 06/20/91 06/20/91 06/21/91 06/24/91 07/03/91 07/11/91 07/22/91 07/22/91 07/23/91 07/23/91 07/23/91 07/31/91 08/06/91 08/13/91 Presbyterian Homes, Inc. - Convalescent Home Expense 1,402.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 United Telephone Co. of Pennsylvania - Telephone Expense 19.85 Dauphin Deposit Bank and Trust Company - Trustee's Fee 801.14 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 Pennsylvania Power and Light Company - Utility Expense 39.55 Transfer to Principal - on Income Fund America Inc. for Reinvestment 146.09 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Presbyterian Homes, Inc. - Convalescent Home Expense 1,399.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 11. 00 United Telephone Co. of Pennsylvania - Telephone Expense 16.46 Pennsylvania Power and Light Company - Utility Expense 40.70 Dauphin Deposit Bank and Trust Company - 1990 Tax Preparation Fee for Individual Income Tax Returns . 95.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,370.00 88 08/13/91 08/19/91 08/20/91 08/22/91 08/26/91 08/26/91 09/06/91 09/06/91 09/16/91 09/16/91 09/19/91 09/20/91 09/23/91 09/23/91 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 26.00 United Telephone Co. of Pennsylvania - Telephone Expense 18.65 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 Dauphin Deposit Bank and Trust Company - 1990 Tax Preparation Fee for Fiduciary Income Tax Returns 125.00 Pennsylvania Power and Light Company - Utility Expense 30.33 Internal Revenue Service - 1991 3rd Quarter Estimated Personal Income Tax 820.00 PA Department of Revenue - 1991 3rd Quarter Estimated Personal Income Tax 85.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,362.90 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 29.25 Flower, Kramer, Morgenthal & Flower - Revision of 2 New Wills and New Powers of Attorney File 200.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 Dauphin Deposit Bank and Trust Company - Trustee's Fee 838.98 89 09/24/91 09/26/91 10/16/91 10/16/91 10/21/91 10/22/91 10/22/91 10/28/91 11/07/91 11/14/91 11/20/91 11/21/91 11/21/91 11/22/91 United Telephone Co. of Pennsylvania - Telephone Expense 27.98 Pennsylvania Power and Light Company - Utility Expense 36.26 Presbyterian Homes, Inc. - Convalescent Home Expense 1,399.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 22.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 United Telephone Co. of Pennsylvania - Telephone Expense 16.38 Pennsylvania Power and Light Company - Utility Expense 32.93 Transfer to Principal - on Income Fund America Inc. for Reinvestment 148.44 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 36.11 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Presbyterian Homes, Inc. - Convalescent Home Expense 1,435.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 33.00 American Association of Retired Persons - Insurance Premium f/b/o Lena W. Stabnau 45.75 90 11/22/91 11/27/91 12/03/91 12/18/91 12/18/91 12/20/91 12/23/91 12/27/91 12/27/91 12/31/91 01/06/92 01/21/92 01/22/92 01/22/92 01/24/92 United Telephone Co. of Pennsylvania - Telephone Expense 19.82 Pennsylvania Power and Light Company - Utility Expense 40.21 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 36.35 Presbyterian Homes, Inc. - Convalescent Home Expense 1,432.50 United Telephone Co. of Pennsylvania - Telephone Expense 17.63 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 94.81 Dauphin Deposit Bank and Trust Company - Trustee's Fee 873.76 Internal Revenue Service - 1991 4th Quarter Estimated Personal Income Tax 820.00 PA Department of Revenue - 1991 4th Quarter Estimated Personal Income Tax 85.00 Pennsylvania Power and Light Company - Utility Expense 42.94 Transfer to Principal - on Income Fund America Inc. for Reinvestment 188.45 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Presbyterian Homes, Inc. - Convalescent Home Expense 1,565.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 50.50 United Telephone Co. of Pennsylvania - Telephone Expense 20.30 91 02/04/92 02/12/92 02/19/92 02/19/92 02/20/92 02:/25/92 03/09/92 03/18/92 03/18/92 03/20/92 03/20/92 03/23/92 03/25/92 04/02/92 04/02/92 Pennsylvania Power and Light Company - Utility Expense 63.45 United Telephone Co. of Pennsylvania - Telephone Expense 19.75 Presbyterian Homes, Inc. - Convalescent Home Expense 1,530.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 38.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Pennsylvania Power and Light Company - Utility Expense 60.50 Transfer to Principal - on Prudential Bache Natl Muns Fd Inc. Class B for Reinvestment 92.74 Presbyterian Homes, Inc. - Convalescent Home Expense 1,565.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 38.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 United Telephone Co. of Pennsylvania - Telephone Expense 17.97 Dauphin Deposit Bank and Trust Company - Trustee's Fee 872.42 Pennsylvania Power and Light Company - Utility Expense 50.03 Transfer to Principal - on Prudential Bache Govt Plus Fund Inc. Class B for Reinvestment 1.11 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 23.28 92 04/09/92 04/10/92 04/10/92 04/15/92 04/16/92 04/16/92 04/20/92 04/24/92 05/18/92 05/18/92 05/18/92 OS/20/92 OS/29/92 06/04/92 Transfer to Principal - on Income Fund America Inc. for Reinvestment 154.58 Internal Revenue Service - 1992 1st Quarter Estimated Personal Income Tax 510.00 PA Department of Revenue - 1992 1st Quarter Estimated Personal Income Tax 80.00 United Telephone Co. of Pennsylvania - Telephone Expense 17.06 Presbyterian Homes, Inc. - Convalescent Home Expense 1,500.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 62.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Pennsylvania Power and Light Company - Utility Expense 40.49 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 40.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,565.00 United Telephone Co. of Pennsylvania - Telephone Expense 18.08 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Pennsylvania Power and Light Company - Utility Expense 30.53 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 1.11 93 06/04/92 06/09/92 06/09/92 06/10/92 06/10/92 06/22/92 06/22/92 06/23/92 06/30/92 07/09/92 07/09/92 07/09/92 07/20/92 07/20/92 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 23.38 Internal Revenue Service - 1992 2nd Quarter Estimated Personal Income Tax 510.00 PA Department of Revenue - 1992 2nd Quarter Estimated Personal Income Tax 80.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,514.66 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 33.25 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 United Telephone Co. of Pennsylvania - Telephone Expense 18.65 Dauphin Deposit Bank and Trust Company - Trustee's Fee 930.13 Pennsylvania Power and Light Company - Utility Expense 35.61 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 50.75 Presbyterian Homes, Inc. - Convalescent Home Expense 1,565.00 Transfer to Principal - on Income Fund America Inc. for Reinvestment 156.92 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 United Telephone Co. of Pennsylvania - Telephone Expense . 20.33 94 07/27/92 07/29/92 08/19/92 08/20/92 08/21/92 08/21/92 08/25/92 09/04/92 09/08/92 09/08/92 09/21/92 09/22/92 09/23/92 09/25/92 Dauphin Deposit Bank and Trust Company - 1991 Tax Preparation Fee for Individual Income Tax Returns 95.00 Pennsylvania Power and Light Company - Utility Expense 31.71 United Telephone Co. of Pennsylvania - Telephone Expense 21. 52 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Presbyterian Homes, Inc. - Convalescent Home Expense 1,500.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 52.00 Dauphin Deposit Bank and Trust Company - 1991 Tax Preparation Fee for Fiduciary Income Tax Returns 125.00 Pennsylvania Power and Light Company - Utility Expense 28.78 Internal Revenue Service - 1992 3rd Quarter Estimated Personal Income Tax 510.00 PA Department of Revenue - 1992 3rd Quarter Estimated Personal Income Tax 80.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Dauphin Deposit Bank and Trust Company - Trustee's Fee 875.91 United Telephone Co. of Pennsylvania - Telephone Expense 16.14 Presbyterian Homes, Inc. - Convalescent Home Expense 1,555.00 95 10/02/92 10/07/92 10/07/92 10/13/92 10/20/92 10/20/92 10/20/92 10/29/92 11/10/92 11/20/92 11/20/92 12/02/92 12/03/92 12/16/92 12/16/92 Pennsylvania Power and Light Company - Utility Expense 29.07 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 1.12 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 23.49 Transfer to Principal - on Income Fund America Inc. for Reinvestment 159.24 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Presbyterian Homes, Inc. - Convalescent Home Expense 1,538.22 United Telephone Co. of Pennsylvania - Telephone Expense 23.79 Pennsylvania Power and Light Company - Utility Expense 27.46 Presbyterian Homes, Inc. - Convalescent Home Expense 1,557.34 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 United Telephone Co. of Pennsylvania - Telephone Expense 20.11 Pennsylvania Power and Light Company - Utility Expense 35.89 Transfer to Principal - on Prudential Bache Govt Plus Fd Inc. Class B for Reinvestment 24.71 Presbyterian Homes, Inc. - Convalescent Home Expense 1,500.00 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 45.50 96 12/21/92 12/22/92 12/23/92 12/29/92 12/29/92 12/29/92 01/05/93 01/05/93 01/12/93 01/20/93 01/22/93 01/22/93 02/04/93 02/18/93 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 106.43 Dauphin Deposit Bank and Trust Company - Trustee's Fee 870.02 United Telephone Co. of Pennsylvania - Telephone Expense 17.42 Internal Revenue Service - 1992 4th Quarter Estimated Personal Income Tax 510.00 PA Department of Revenue - 1992 4th Quarter Estimated Personal Income Tax 80.00 Pennsylvania Power and Light Company - Utility Expense 53.50 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 1,096.63 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 994.92 Transfer to Principal - on Income Fund America Inc. for Reinvestment 193.84 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Presbyterian Homes, Inc. - Convalescent Home Expense 1,679.00 United Telephone Co. of Pennsylvania - Telephone Expense 16.37 Pennsylvania Power and Light Company - Utility Expense 66.42 Presbyterian Homes, Inc. - Convalescent Home Expense 1,653.00 97 02/22/93 02/22/93 03/05/93 03/12/93 03/19/93 03/22/93 03/23/93 03/23/93 04/07/93 04/07/93 04/07/93 04/07/93 04/07/93 04/09/93 04/09/93 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 17.70 Pennsylvania Power and Light Company - Utility Expense 62.81 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 32.52 Presbyterian Homes, Inc. - Convalescent Horne Expense 1,678.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Dauphin Deposit Bank and Trust Company - Trustee's Fee 981.45 United Telephone Co. of Pennsylvania - Telephone Expense 21. 46 Internal Revenue Service - 1992 Personal Income Tax 1,744.00 PA Department of Revenue - 1992 Personal Income Tax 138.00 Pennsylvania Power and Light Company - Utility Expense 65.83 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.19 Transfer to Principal - on Income Fund America Inc. for Reinvestment 166.98 Internal Revenue Service - 1993 1st Quarter Estimated Personal Income Tax .946.00 PA Department of Revenue - 1993 1st Quarter Estimated Personal Income Tax 114.00 98 04/20/93 04/20/93 04/23/93 05/05/93 05/12/93 OS/20/93 OS/24/93 OS/24/93 OS/25/93 OS/25/93 OS/25/93 OS/25/93 OS/28/93 06/07/93 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Presbyterian Homes, Inc. - Convalescent Home Expense 1,653.00 United Telephone Co. of Pennsylvania - Telephone Expense 38.39 Pennsylvania Power and Light Company - Utility Expense 50.70 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.21 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Presbyterian Homes, Inc. - Hair Care for Lena Stabnau 10.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,690.00 Dauphin Deposit Bank and Trust Company - 1992 Tax Preparation Fee for Individual Income Tax Returns 125.00 Dauphin Deposit Bank and Trust Company - 1992 Tax Preparation Fee for Fiduciary Income Tax Returns 95.00 Internal Revenue Service - 1990 Balance of Personal Income Tax 412.00 United Telephone Co. of Pennsylvania - Telephone Expense 19.31 Pennsylvania Power and Light Company - Utility Expense 35.26 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.20 99 06/08/93 06/08/93 06/16/93 06/21/93 06/21/93 06/22/93 06/24/93 07/13193 07/16/93 07/20/93 07/20/93 07/27/93 07/28/93 07/29/93 Internal Revenue Service - 1993 2nd Quarter Estimated Personal Income Tax 946.00 PA Department of Revenue - 1993 2nd Quarter Estimated Personal Income Tax 114.00 Presbyterian Homes, Inc. - Convalescent Home Expense 1,635.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 17.33 Dauphin Deposit Bank and Trust Company - Trustee's Fee 880.43 Pennsylvania Power and Light Company - Utility Expense 34.71 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.22 Transfer to Principal - on Income Fund America Inc. for Reinvestment 169.31 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 25.85 Presbyterian Homes, Inc. - Convalescent Home Expense 1,676.00 Internal Revenue Service - 1990 Additional Assessment on Personal Income Tax 1.27 Pennsylvania Power and Light Company - Utility Expense 41. 34 100 08/20/93 08/20/93 08/24/93 08/30/93 09/02/93 09/07/93 09/07/93 09/10/93 09/20/93 09/20/93 09/21/93 09/24/93 10/04/93 10/07/93 10/19/93 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Presbyterian Homes, Inc. - Convalescent Home Expense 1,685.00 United Telephone Co. of Pennsylvania - Telephone Expense 21. 82 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.19 Pennsylvania Power and Light Company - Utility Expense 34.90 Internal Revenue Service - 1993 3rd Quarter Estimated Personal Income Tax 946.00 PA Department of Revenue - 1993 3rd Quarter Estimated Personal Income Tax U5.00 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.20 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 22.22 Dauphin Deposit Bank and Trust Company - Trustee's Fee 887.97 Presbyterian Homes, Inc. - Convalescent Home Expense 1,644.00 Pennsylvania Power and Light Company - Utility Expense 40.38 Transfer to Principal - on Income Fund America Inc. for Reinvestment 171.82 Presbyterian Homes, Inc. - Convalescent Home Expense 1,640.00 101 10/20/93 10/20/93 11/02/93 11/03/93 11/10/93 11/22/93 11/22/93 11/23/93 12/01/93 12/01/93 12/01/93 12/09/93 12/20/93 12/21/93 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 17.57 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.23 Pennsylvania Power and Light Company - Utility Expense 32.64 Pennsylvania Power and Light Company - Utility Expense 12.71 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 United Telephone Co. of Pennsylvania - Telephone Expense 69.99 Presbyterian Homes, Inc. - Convalescent Home Expense 1,708.67 Pennsylvania Power and Light Company - Utility Expense 49.16 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 1,414.43 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 1,551.31 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.21 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 124.06 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,191.25 102 12/21/93 12/22/93 12/23/93 12/24/93 12131/93 01/03/94 01/20/94 01/24/94 01/25/94 01/26/94 02/01/94 02/07/94 02/22/94 02/22/94 Presbyterian Homes, Inc. - Convalescent Home Expense 1,707.00 United Telephone Co. of Pennsylvania - Telephone Expense 18.39 PA Department of Revenue - 1993 4th Quarter Estimated Personal Income Tax 115.00 Internal Revenue Service - 1993 4th Quarter Estimated Personal Income Tax 946.00 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.24 Pennsylvania Power and Light Company - Utility Expense 73.95 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 United Telephone Co. of Pennsylvania - Telephone Expense 83.81 Presbyterian Homes, Inc. - Convalescent Home Expense 1,836.00 Transfer to Principal - on Income Fund America Inc. for Reinvestment 200.09 Pennsylvania Power and Light Company - Utility Expense 96.05 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.19 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 United Telephone Co. of Pennsylvania - Telephone Expense 28.82 103 02/23/94 02/23/94 03/01/94 03/07/94 03/09/94 03/18/94 03/21/94 03/:22/94 03/:22/94 04/01/94 04/04/94 04/06/94 04/12/94 04/12/94 04/13/94 Presbyterian Homes, Inc. - Convalescent Home Expense 1,815.00 Presbyterian Homes, Inc. - Hair Cut for Lena Stabnau 24.00 Pennsylvania Power and Light Company - Utility Expense 177.17 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.23 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 474.77 Presbyterian Homes, Inc. - Convalescent Home Expense 1,760.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,025.16 United Telephone Co. of Pennsylvania - Telephone Expense 17.34 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.18 Pennsylvania Power and Light Company - Utility Expense 87.78 Transfer to Principal - on Income Fund America Inc. for Reinvestment 180.97 Internal Revenue Service - 1994 1st Quarter Estimated Personal Income Tax 940.00 PA Department of Revenue - 1994 1st Quarter Estimated Personal Income Tax 145.00 PA Department of Revenue - 1993 Personal Income Tax 105.00 104 04/20/94 04/22/94 04/28/94 04/28/94 05/02/94 05/04/94 OS/20/94 OS/23/94 OS/25/94 OS/25/94 OS/25/94 OS/27/94 06/06/94 06/07/94 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 United Telephone Co. of Pennsylvania - Telephone Expense 20.09 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 907.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 907.50 Pennsylvania Power and Light Company - Utility Expense 57.85 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.19 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 United Telephone Co. of Pennsylvania - Telephone Expense 22.75 Dauphin Deposit Bank and Trust Company - 1993 Tax Preparation Fee 125.00 Presbyterian Homes, Inc. - Convalescent Home Expense for John Stabnau 851.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 907.50 Pennsylvania Power and Light Company - Utility Expense 42.43 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment . 0.20 Internal Revenue Service - 1994 2nd Quarter Estimated Personal Income Tax 945.00 105 06/07/94 06/20/94 06/20/94 06/20/94 06/20/94 06/21/94 07/01/94 07/11/94 07/1.3/94 07/2:0/94 07/20/94 07/20/94 07/21/94 PA Department of Revenue - 1994 2nd Quarter Estimated Personal Income Tax 140.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 872.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 614.39 United Telephone Co. of Pennsylvania - Telephone Expense 17.70 Dauphin Deposit Bank and Trust Company - Trustee's Fee 962.80 Pennsylvania Power and Light Company - Utility Expense 38.42 Transfer to Principal - on Income Fund America Inc. for Reinvestment 183.58 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.21 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Presbyterian Homes, Inc. - Convalescent Home Expense for John Stabnau 872.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 886.00 United Telephone Co. of Pennsylvania - Telephone Expense 67.04 106 07/21/94 08/02/94 08/03/94 08/19/94 08/19/94 08/19/94 08/19/94 08/22/94 08130194 09/02/94 09/06/94 09/06/94 09/14/94 09/14/94 United Telephone Co. of Pennsylvania - Telephone Expense 18.61 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.20 Pennsylvania Power and Light Company - Utility Expense 41. 22 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 831. 52 Presbyterian Homes, Inc. - Miscellaneous Expense 258.00 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 946.02 United Telephone Co. of Pennsylvania - Telephone Expense 25.43 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Pennsylvania Power and Light Company - Utility Expense 41.62 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.20 Internal Revenue Service - 1994 3rd Quarter Estimated Personal Income Tax 1,045.00 PA Department of Revenue - 1994 3rd Quarter Estimated Personal Income Tax 190.00 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 927.00 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 649.38 107 09/20/94 09/21/94 09/21/94 09/30/94 10/04/94 10/04/94 10/20/94 10/:21/94 10/21/94 10/;~4/94 11/03/94 11/08/94 11/21/94 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Dauphin Deposit Bank and Trust Company - Trustee's Fee 975.02 United Telephone Co. of Pennsylvania - Telephone Expense 20.72 Pennsylvania Power and Light Company - Utility Expense 35.73 Transfer to Principal - on Income Fund America Inc. for Reinvestment 186.31 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.24 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 883.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 934.50 United Telephone Co. of Pennsylvania - Telephone Expense 22.32 Pennsylvania Power and Light Company - Utility Expense 40.16 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.21 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 108 11/21/94 11/21/94 11/21/94 11/28/94 12/07/94 12/13/94 12/13/94 12/13/94 12/20/94 12/21/94 12/21/94 12/27/94 12/27/94 01/06/95 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 916.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 948.00 United Telephone Co. of Pennsylvania - Telephone Expense 23.02 Pennsylvania Power and Light Company - Utility Expense 44.97 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.22 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 886.08 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 915.50 United Telephone Co. of Pennsylvania - Telephone Expense 24.71 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 136.79 Dauphin Deposit Bank and Trust Company - Trustee's Fee 963.01 Pennsylvania Power and Light Company - Utility Expense 64.96 Internal Revenue Service - 1994 4th Quarter Estimated Personal Income Tax 945.00 PA Department of Revenue - 1994 4th Quarter Estimated Personal Income Tax '140.00 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.18 109 01/12/95 01/12/95 01/17/95 01/17/95 01/20/95 02/07/95 02/17/95 02/17/95 02/17/95 02/21/95 02/23/95 03/15/95 03/15/95 Transfer to Principal - on Income Fund America Inc. for Reinvestment 217 . 42 United Telephone Co. of Pennsylvania - Telephone Expense 24.31 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 959.50 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 923.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Pennsylvania Power and Light Company - Utility Expense 75.43 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 932.50 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 931. 00 United Telephone Co. of Pennsylvania - Telephone Expense 20.88 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Pennsylvania Power and Light Company - Utility Expense 95.27 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 952.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 987.50 110 03/16/95 03/20/95 03/21/95 03/23/95 04/05/95 04/19/95 04/19/95 04/19/95 04/20/95 04/20/95 04/20/95 04/20/95 04/24/95 05/12/95 United Telephone Co. of Pennsylvania - Telephone Expense 22.40 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Dauphin Deposit Bank and Trust Company - Trustee's Fee 989.88 Pennsylvania Power and Light Company - Utility Expense 74.41 Transfer to Principal - on Income Fund America Inc. for Reinvestment 193.23 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 959.58 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 917 .50 United Telephone Co. of Pennsylvania - Telephone Expense 18.67 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Transfer to Principal - on Prudential Bache Ntl Muns Fd Inc. Class B for Reinvestment 0.20 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A for Reinvestment 0.17 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A for Reinvestment 0.21 Pennsylvania Power and Light Company - Utility Expense , 56.87 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 932.50 111 05/12/95 05/12/95 OS/22/95 05/24/95 OS/25/95 06/15/95 06/15/95 06/20/95 06/21/95 06/:26/95 07/10/95 07/12/95 07/18/95 07/18/95 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 932.50 United Telephone Co. of Pennsylvania - Telephone Expense 18.53 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Pennsylvania Power and Light Company - Utility Expense 38.94 Dauphin Deposit Bank and Trust Company - 1994 Tax Preparation Fee 125.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,850.00 United Telephone Co. of Pennsylvania - Telephone Expense 19.28 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,022.43 Pennsylvania Power and Light Company - Utility Expense 41. 77 Transfer to Principal - on Income Fund America Inc. for Reinvestment 196.02 United Telephone Co. of Pennsylvania - Telephone Expense 18.17 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 952.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 973.08 112 07/18/95 07/18/95 07/18/95 07/20/95 07/26/95 07/26/95 08/04/95 08/17/95 08/17/95 08/18/95 08/21/95 08/25/95 09/06/95 09/06/95 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 0.23 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 0.22 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 0.24 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Flower, Morgenthal, Flower & Lindsay, PC - Attorney's Fee 50.00 Pennsylvania Power and Light Company - Utility Expense 39.09 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 32.72 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 947.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 940.28 United Telephone Co. of Pennsylvania - Telephone Expense 23.55 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Pennsylvania Power and Light Company - Utility Expense 43.65 Internal Revenue Service - 1995 3rd Quarter Estimated Personal Income Tax 370.00 PA Department of Revenue - 1995 3rd Quarter Estimated Personal Income Tax 50.00 113 09/13/95 09/14/95 09/14/95 09/20/95 09/21/95 09/22/95 10/12/95 10/16/95 10/20/95 10/30/95 10/30/95 11/09/95 11/09/95 United Telephone Co. of Pennsylvania - Telephone Expense 17.91 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 948.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 840.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,097.47 Pennsylvania Power and Light Company - Utility Expense 43.58 Transfer to Principal - on Income Fund America Inc. for Reinvestment 198.68 United Telephone Co. of Pennsylvania - Telephone Expense 88.68 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 Pennsylvania Power and Light Company - Utility Expense 34.15 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 1,266.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 440.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 522.36 114 11/20/95 11/20/95 11/27/95 12/20/95 12/20/95 12/20/95 12/20/95 12/21/95 12/26/95 12/26/95 01/05/96 01/18/96 01/22/96 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 142.10 United Telephone Co. of Pennsylvania - Telephone Expense 20.33 Pennsylvania Power and Light Company - Utility Expense 23.86 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 140.08 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 997.47 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 952.50 United Telephone Co. of Pennsylvania - Telephone Expense 18.93 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,700.37 Internal Revenue Service - 1995 4th Quarter Estimated Personal Income Tax 610.00 PA Department of Revenue - 1995 4th Quarter Estimated Personal Income Tax 100.00 Transfer to Principal - on Income Fund America Inc. for Reinvestment 231.47 Transfer to Principal - on Prudential Natl Muns Fd Inc. Class A *22 for Reinvestment 28.74 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 140.08 115 01/23/96 01/23/96 01/23/96 01/30/96 02/13/96 02/13/96 02/13/96 02/20/96 03/01/96 03/19/96 03/19/96 03/19/96 03/20/96 03/21/96 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,060.88 Presbyterian Homes, Inc. - Convalescent Home Expense flb/o John Stabnau 963.74 United Telephone Co. of Pennsylvania - Telephone Expense 19.41 Transfer to Principal 10,000.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 997.50 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 1,056.63 United Telephone Co. of Pennsylvania - Telephone Expense 28.38 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 150.67 Paul J. Creeden, DPM - Medical Expense flb/o John Stabnau 18.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/bla Lena Stabnau 1,086.94 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/a John Stabnau 1,007.69 United Telephone Co. of Pennsylvania - Telephone Expense 21. 27 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,334.26 116 04/01/96 04/09/96 04/09/96 04/11/96 04/11/96 04/11/96 04/12/96 04/12/96 04/22/96 04/23/96 05/13/96 05/13/96 Dennis L. Gotshall - f/b/o Lena Stabnau - Appraisal of Lowery Organ donated to Presbyterian Homes for Tax Purposes 25.00 Internal Revenue Service - 1996 1st Quarter Estimated Personal Income Tax 660.00 PA Department of Revenue - 1996 1st Quarter Estimated Personal Income Tax 115.00. Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,003.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,056.86 United Telephone Co. of Pennsylvania - Telephone Expense 19.42 Internal Revenue Service - 1995 Balance due on Personal Income Tax 207.00 PA Department of Revenue - 1995 Balance due on Personal Income Tax 74.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Transfer to Principal - on Income Fund America Inc. for Reinvestment 206.51 Recorder of Deeds - Filing and Recording Fees for Power of Attorney f/b/o Lena Stabnau 14.50 Recorder of Deeds - Filing and Recording Fees for Power of Attorney f/b/o John Stabnau 14.50 117 OS/20/96 OS/20/96 OS/20/96 OS/23/96 OS/28/96 06/03/96 06/10/96 06/10/96 06/17/96 06/17/96 06/17/96 06/20/96 06/21/96 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,059.93 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,001. 38 United Telephone Co. of Pennsylvania - Telephone Expense 19.82 Dauphin Deposit Bank and Trust Company - 1995 Tax Preparation Fee 125.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Internal Revenue Service - 1996 2nd Quarter Estimated Personal Income Tax 660.00 PA Department of Revenue - 1996 2nd Quarter Estimated Personal Income Tax U5.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,003.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,109.90 United Telephone Co. of Pennsylvania - Telephone Expense 20.15 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Dauphin Deposit Bank and Trust Company - Trustee's Fee 962.41 118 07/19/96 07/19/96 07/19/96 07/22/96 07131/96 08/06/96 08/09/96 08/13/96 08/13/96 08/13/96 08/20/96 09/06/96 09/06/96 09/16/96 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,003.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,107.65 United Telephone Co. of Pennsylvania - Telephone Expense 78.89 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Transfer to Principal - on Income Fund America Inc. for Reinvestment 209.07 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Transfer to Principal 10,000.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,020.97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,003.50 United Telephone Co. of Pennsylvania - Telephone Expense 20.17 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Internal Revenue Service - 1996 3rd Quarter Estimated Personal Income Tax 660.00 PA Department of Revenue - 1996 3rd Quarter Estimated Personal Income Tax . 115.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,044.04 119 09/16/96 09/18/96 09/20/96 09/23/96 10/11/96 10/11/96 10/11/96 10/15/96 10/21/96 10/30/96 11/20/96 11/20/96 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 997.50 United Telephone Co. of Pennsylvania - Telephone Expense 20.08 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Dauphin Deposit Bank and Trust Company - Trustee's Fee 964.93 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 1,082.91 Presbyterian Homes, Inc. - Convalescent Horne Expense f/b/o John Stabnau 1,003.50 United Telephone Co. of Pennsylvania - Telephone Expense 21. 90 Transfer to Principal - on Income Fund America Inc. for Reinvestment 211.66 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,049.10 120 11/20/96 11/20/96 12/03/96 12/13/96 12/13/96 12/13/96 12/20/96 12/23/96 12/27/96 12/27/96 12131/96 01/03/97 01/15/97 01/15/97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 952.50 United Telephone Co. of Pennsylvania - Telephone Expense 24.04 Emerald Drug Store - Medical Expense 2.29 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,048.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,003.50 United Telephone Co. of Pennsylvania - Telephone Expense 25.77 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 143.61 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,003.20 Internal Revenue Service - 1996 4th Quarter Estimated Personal Income Tax 660.00 PA Department of Revenue - 1996 4th Quarter Estimated Personal Income Tax 115.00 Emerald Drug Store - Medical Expense 4.69 Dauphin Deposit Bank and Trust Company - Visa Payment Account *4301-7207-0323-7819 109.47 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,080.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,036.00 121 01/15/97 01/21/97 01/21/97 01/28/97 02/05/97 02/14/97 02/14/97 02/14/97 02/20/97 02/20/97 02/24/97 02/24/97 02/24/97 03/13/97 United Telephone Co. of Pennsylvania - Telephone Expense 19.10 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Emerald/Saylor's Pharmacy - Medical Expense 5.27 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,039.12 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,121.72 United Telephone Co. of Pennsylvania - Telephone Expense 19.65 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Emerald/Saylor's Pharmacy - Medical Expense for Lena Stabnau 2.98 MCI Residential Service - Telephone Service 1. 90 United Telephone Co. of Pennsylvania - Telephone Expense 22.59 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,083.83 122 03/13/97 03/13/97 03/20/97 03/20/97 03/21/97 03/21/97 04/11/97 04/11/97 04/17 /97 04/17/97 04/18/97 04/21/97 04/21/97 .. Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,036.00 United Telephone Co. of Pennsylvania - Telephone Expense 18.99 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 981. 87 MCI Residential Service - Telephone Service 0.35 Internal Revenue Service - 1997 1st Quarter Estimated Personal Income Tax 349.00 PA Department of Revenue - 1997 1st Quarter Estimated Personal Income Tax 84.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,074.97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,030.00 United Telephone Co. of Pennsylvania - Telephone Expense 19.10 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 123 05/02/97 05/12/97 05/12/97 05/14/97 05/14/97 05/14/97 OS/20/97 OS/20/97 OS/27/97 OS/27/97 06/10/97 06/10/97 06/17/97 06/17/97 Paul J. Creeden, DPM - Medical Expense flblo John Stabnau 18.00 Transfer to Principal - on Income Fund America Inc. for Reinvestment 321.35 Transfer to Principal - on Income Fund America Inc. for Reinvestment 228.60 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,102.97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,036.00 United Telephone Co. of Pennsylvania - Telephone Expense 19.24 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - 1996 Tax Preparation Fee 125.00 MCI Residential Service - Telephone Service 3.31 Internal Revenue Service - 1997 2nd Quarter Estimated Personal Income Tax 600.00 PA Department of Revenue - 1997 2nd Quarter Estimated Personal Income Tax 110.00 Presbyterian Homes, Inc. - Convalescent Home Expense fib/a Lena Stabnau 1,077.97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,030.00 124 06/18/97 06/20/97 06/20/97 06/23/97 07/02/97 07/08/97 07/21/97 07/21/97 07/21/97 07/21/97 07/22/97 08/14/97 08/14/97 08/15/97 United Telephone Co. of Pennsylvania - Telephone Expense 19.24 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,010.93 Transfer to Principal - on Income Fund America Inc. for Reinvestment 231.31 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,009.60 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 986.00 Sprint - Telephone Expense 19.15 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,093.08 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,030.00 Sprint - Telephone Expense 19.19 125 08/20/97 08/20/97 08/25/97 08/25/97 09/09/97 09/09/97 09/15/97 09/15/97 09/17/97 09/22/97 09/22/97 09/23/97 10/03/97 10/20/97 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Emerald/Saylor's Pharmacy - Medical Expense 377.69 Mcr Residential Service - Telephone Service 1. 02 Internal Revenue Service - 1997 3rd Quarter Estimated Personal Income Tax 600.00 PA Department of Revenue - 1997 3rd Quarter Estimated Personal Income Tax 110.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,074.97 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,030.00 Sprint - Telephone Expense 19.11 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,027.75 Transfer to Principal - on Income Fund America Inc. for Reinvestment 233.89 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 126 10/20/97 10/20/97 10/20/97 10/20/97 10/20/97 10/22/97 10/31/97 10/31/97 11/18/97 11/18/97 11/20/97 11/20/97 12/11/97 12/11/97 Emerald/Saylor's Pharmacy - Medical Expense 14.41 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,036.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,103.00 Sprint - Telephone Expense 19.69 Emerald/Saylor's Pharmacy - Medical Expense 16.70 Paul J. Creeden, DPM - Medical Expense f/b/o Lena Stabnau 18.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,072.03 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,037.02 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,049.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,-072.00 127 12/22/97 12/22/97 12/23/97 12/29/97 12/29/97 12/31/97 01/15/98 01/15/98 01/15/98 01/15/98 01/20/98 01/:20/98 01/27/98 02/18/98 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 153.98 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,013.71 Internal Revenue Service - 1997 4th Quarter Estimated Personal Income Tax 600.00 PA Department of Revenue - 1994 4th Quarter Estimated Personal Income Tax no.oo Dauphin Deposit Bank and Trust Company - Trustee's Fee 86.65 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 47.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 15.88 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,079.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Graham Medical Clinic, P.C. - Medical Expense . 45.76 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 128 02/18/98 02/18/98 02/18/98 02/20/98 02/20/98 03/05/98 03/10/98 03/18/98 03118/98 03/18/98 03/18/98 03/20/98 03/20/98 04/02/98 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 47.90 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 39.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 448.35 Pharmeric/Emerald - Medical Expense 0.52 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 58.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,079.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Internal Revenue Service - 1997 Balance due on Personal Income Tax 1,148.00 129 04/02/98 04/08/98 04/08/98 04/14/98 04/14/98 04/14/98 04/14/98 04/20/98 04/20/98 04/22/98 04/30/98 05/15/98 05/15/98 05/15/98 PA Department ot Revenue - 1997 Balance due on Personal Income Tax 279.00 Internal Revenue Service - 1998 1st Quarter Estimated Personal Income Tax 887.00 PA Department ot Revenue - 1998 1st Quarter Estimated Personal Income Tax 180.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/blo John Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 72.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense t/b/o John Stabnau 13.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Paul J. Creeden, DPM - Medical Expense t/b/o Lena Stabnau 18.00 Pinker & Associates - Medical Expense for John Stabnau 13.25 Presbyterian Homes, Inc. - Miscellaneous Expense t/b/o John Stabnau 21. 41 Presbyterian Homes, Inc. - Convalescent Home Expense t/b/o Lena Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense tlb/o Lena Stabnau 50.00 130 05/15/98 OS/20/98 OS/20/98 OS/21/98 OS/26/98 06/02/98 06/02/98 06/05/98 06/09/98 06/09/98 06/10/98 06/15/98 06/15/98 06/15/98 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Pinker & Associates - Medical Expense for John Stabnau 15.07 Dauphin Deposit Bank and Trust Company - 1997 Tax Preparation Fee 125.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Paul J. Creeden, DPM - Medical Expense f/b/o Lena Stabnau 18.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 682.66 Internal Revenue Service - 1998 2nd Quarter Estimated Personal Income Tax 887.00 PA Department of Revenue - 1998 2nd Quarter Estimated Personal Income Tax 180.00 Pharmerica - Medical Expense for John Stabnau 138.57 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 52.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1.,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 66.94 131 06/15/98 06/22/98 06/22/98 07/01/98 07/17 /98 07/17/98 07/17 /98 07/17/98 07/20/98 07/20/98 07/20/98 07/20/98 07/21/98 07/30/98 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Pharmerica - Medical Expense for John Stabnau 4.58 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 13.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,079.50 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 40.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,079.50 Continuing Care RX - Medical Expense for Lena Stabnau 2.90 Continuing Care RX - Medical Expense for John Stabnau 4.65 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Pharmeric/Emerald - Medical Expense for Lena Stabnau 12.01 BankCard Services - Payment on Visa #4336-0090-0323-7813 163.18 132 08/17/98 08/17/98 08/17/98 08/17/98 08/17/98 08/17/98 08/20/98 08/20/98 08/25/98 09/04/98 09104/98 09108/98 09/08/98 09/08/98 09/15/98 Continuing Care RX - Medical Expense for John Stabnau 3.60 Continuing Care RX - Medical Expense for Lena Stabnau 1. 85 Presbyterian Homes, Inc. - Miscellaneous Expense flblo John Stabnau 20.19 Presbyterian Homes, Inc. - Convalescent Home Expense flblo Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 84.00 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 1,145.00 East Pennsylvania Conference Churches at God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 BankCard Services - Payment on Acct #4336-0020-0001-3212 48.40 Internal Revenue Service - 1998 3rd Quarter Estimated Personal Income Tax 887.00 PA Department of Revenue - 1998 3rd Quarter Estimated Personal Income Tax 180.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 677.70 Paul J. Creeden, DPM - Medical Expense f/b/o Lena Stabnau 18.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau , 18.00 Presbyterian Homes, Inc. - Convalescent Home Expense tibia Lena Stabnau 1,145.00 133 09/15/98 09/15/98 09/15/98 09/18/98 09/18/98 09/21/98 09/21/98 09/25/98 10/07/98 10/08/98 10/08/98 10/15/98 10/15/98 10/15/98 10/15/98 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 13.64 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 40.00 Continuing Care RX - Medical Expense for John Stabnau 3.60 Continuing Care RX - Medical Expense for Lena Stabnau 1. 85 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 BankCard Services - Payment on Acct #4336-0020-0001-3212 237.82 Pharmerica - Medical Expense for Lena Stabnau 8.89 Continuing Care RX - Medical Expense for John Stabnau 3.60 Continuing Care RX - Medical Expense for Lena Stabnau 1. 85 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 13.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 44.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 134 10/16/98 10/20/98 10/20/98 11/17/98 11/17/98 11/17/98 11/17 /98 11/19/98 11/19/98 11/20/98 11/20/98 12/07/98 12/17/98 12/17/98 Transfer to Principal 25,000.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 59.57 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 57.00 Continuing Care RX - Medical Expense for John Stabnau 3.00 Continuing Care RX - Medical Expense for Lena Stabnau 1. 45 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 635.98 Paul J. Creeden, DPM - Medical Expense f/b/o Lena Stabnau 18.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 135 12/17/98 12/17/98 12/18/98 12/18/98 12/21/98 12/21/98 12/22/98 12/22/98 12/23/98 12/23/98 12/23/98 12/23/98 12/23/98 12/28/98 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 53.97 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 167.38 First United Presbyterian Church - Charitable Contribution 25.00 Continuing Care RX - Medical Expense for Lena Stabnau 3.95 Continuing Care RX - Medical Expense for John Stabnau 1. 75 BankCard Services - Payment on Acct #4336-0020-0001-3212 488.90 Carlisle Imaging Associates - Medical Expense for John Stabnau 9.67 Carlisle Hospital Treasurer - Medical Expense for John Stabnau 65.60 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 37.70 Moffit, Pease & Lim Associates Inc. - Physician Services for John Stabnau 33.46 Internal Revenue Service - 1998 4th Quarter Estimated Personal Income Tax 887.00 136 12/28/98 12/31/98 01/20/99 01/20/99 01/21/99 01/21/99 01/22/99 01/22/99 01/25/99 01/25/99 01/25/99 01/25/99 02/01/99 02/16/99 02/16/99 02/19/99 PA Department of Revenue - 1998 4th Quarter Estimated Personal Income Tax 180.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 1,323.64 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 152.28 First United Presbyterian Church - Charitable Contribution 25.00 Continuing Care RX - Medical Expense for John Stabnau 3.60 Continuing Care RX - Medical Expense for Lena Stabnau 5.40 1998 and 1999 Personal Property Tax of Lena Stabnau 11.00 1998 and 1999 Personal Property Tax of John Stabnau 11. 00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 9.50 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 106.57 BankCard Services - Payment on Acct #4336-0020-0001-3212 779.58 Continuing Care RX - Medical Expense for Lena Stabnau 1. 75 Continuing Care RX - Medical Expense for John Stabnau 3.60 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 30.00 137 02/19/99 02/19/99 02/19/99 02/22/99 02/22/99 02/26/99 03/05/99 03/16/99 03/17/99 03/22/99 03/22/99 03/22/99 03/22/99 03/24/99 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 20.52 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 152.28 First United Presbyterian Church - Charitable Contribution 25.00 BankCard Services - Payment on Acct *4336-0020-0001-3212 77.06 Dauphin Deposit Bank and Trust Company - Trustee's Fee 629.94 Carlisle Hospital - Medical Expense for Lena Stabnau 14.00 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 3.60 Continuing Care RX - Medical Expense for Lena Stabnau 1. 75 Continuing Care RX - Medical Expense for John Stabnau 3.60 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 152.28 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,145.00 138 03/24/99 03/24/99 03/24/99 03/31/99 04/05/99 04/12/99 04/12/99 04/13/99 04/13/99 04/14/99 04/14/99 04/20/99 04/20/99 04/20/99 04/20/99 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 52.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 1,145.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 13.00 BankCard Services - Payment on Acct *4336-0020-0001-3212 79.97 Dauphin Deposit Bank and Trust Company - Trustee's Fee 293.12 Internal Revenue Service - 1998 Balance due on Personal Income Tax 795.00 PA Department of Revenue - 1998 Balance due on Personal Income Tax 422.00 Internal Revenue Service - 1999 1st Quarter Estimated Personal Income Tax 1,090.00 PA Department of Revenue - 1999 1st Quarter Estimated Personal Income Tax 290.00 Continuing Care RX - Medical Expense for Lena Stabnau 1. 55 Continuing Care RX - Medical Expense for John Stabnau 3.60 1999 Personal Property Tax for Lena Stabnau 7.84 1999 Personal Property Tax for John Stabnau 7.84 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 152.28 First United Presbyterian Church - Charitable Contribution 25.00 139 04/22/99 04/22/99 05/05/99 05/11/99 OS/20/99 OS/20/99 OS/20/99 0~i/20/99 OS/25/99 OS/27/99 OS/27/99 OS/27/99 OS/27/99 06/07/99 06/10/99 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 156.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 8.00 Dauphin Deposit Bank and Trust Company - Trustee's Fee 295.47 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Continuing Care RX - Medical Expense for John Stabnau 11.35 Continuing Care RX - Medical Expense for Lena Stabnau 3.60 East Pennsylvania Conference Churches of God - Insurance Premium Payment in Advance Blue Cross & Blue Shield & 65 Special for Lena W. Stabnau 152.28 First United Presbyterian Church - Charitable Contribution 25.00 Dauphin Deposit Bank and Trust Company - 1998 Tax Preparation Fee 125.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o Lena Stabnau 2,290.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 115.69 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 688.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 38.88 Dauphin Deposit Bank and Trust Company - Trustee's Fee 292.53 Internal Revenue Service - 1999 2nd Quarter Estimated Personal Income Tax 1,085.00 140 06/10/99 06/14/99 06/14/99 06/21/99 06/30/99 06/30/99 06/30/99 07/06/99 07/12/99 07/13/99 07/20/99 07/28/99 07/30/99 08/04/99 08/05/99 08/13/99 PA Department of Revenue - 1999 2nd Quarter Estimated Personal Income Tax 285.00 Continuing Care RX - Medical Expense for John Stabnau 10.30 Continuing Care RX - Medical Expense for Lena Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 2,747.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o Lena Stabnau 91. 84 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/a Lena Stabnau 1,145.00 Allfirst Trust Company of PA, NA - Trustee Fee 292.04 MGM Pharmacy, Inc. - Medical Expense for Lena Stabnau 8.33 Continuing Care RX - Medical Expense for John Stabnau 5.75 First United Presbyterian Church - Charitable Contribution 25.00 Carlisle Imaging Associates - Medical Expense for Lena Stabnau 10.59 Brown Optical & Hearing Aid Service - Medical Expense for John Stabnau 108.00 West Shore EMS - Medical Expense for Lena Stabnau 90.40 Allfirst Trust Company of PA, NA - Trustee Fee 293.19 Continuing Care RX - Medical Expense for John Stabnau 1. 75 141 08/20/99 09/07/99 09/10/99 09/10/99 09/15/99 09/20/99 09/21/99 09/21/99 09/30/99 10/05/99 10/18/99 10/20/99 10/25/99 10/25/99 11/02/99 First United Presbyterian Church - Charitable Contribution 25.00 Allfirst Trust Company of PA, NA - Trustee Fee 294.77 Internal Revenue Service - 1999 3rd Quarter Estimated Personal Income Tax 1,085.00 PA Department of Revenue - 1999 3rd Quarter Estimated Personal Income Tax 285.00 Continuing Care RX - Medical Expense for John Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Allan J. Mira, M.D. - Physician Services for John Stabnau 90.71 Deborah W. Piper, Tax Collector - Local Income Tax for John Stabnau 9.80 Carlisle Imaging Associates - Medical Expense for John Stabnau 4.91 Allfirst Trust Company of PA, NA - Trustee Fee 294.22 Continuing Care RX - Medical Expense for John Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 85.25 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 3,010.00 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 142 11/05/99 11/10/99 11/10/99 11/18/99 11/22/99 12/02/99 12/02/99 12/03/99 12/03/99 12/06/99 12/10/99 12/13/99 12/13/99 12/14/99 12/20/99 12/27/99 Allfirst Trust Company of PA, NA - Trustee Fee 293.58 Buck & Buck, Inc. - Articles of Clothing for John Stabnau 38.00 Carlisle Hospital - Medical Expense for John Stabnau 51. 08 Continuing Care RX - Medical Expense for John Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 3,014.91 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 100.00 Carlisle Hospital - Medical Expense for John Stabnau 13.80 RWC Corporation - Physician Services for John Stabnau 11.79 Allfirst Trust Company of PA, NA - Trustee Fee 293.72 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 19.47 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,505.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 19.00 Continuing Care RX - Medical Expense for John Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Internal Revenue Service - 1999 4th Quarter Estimated Personal Income Tax 1,085.00 143 12/27/99 12/27/99 12127199 12/30/99 01/05/00 01/13/00 01/20/00 02/07/00 02/16/00 02/22100 02/23/00 03/01/00 03/06/00 03/07/00 03/14/00 03120/00 PA Department of Revenue - 1999 4th Quarter Estimated Personal Income Tax 285.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,505.00 Transfer to Principal 10,000.00 Allfirst Trust Company of PA, NA - Trustee Fee 237.05 Allfirst Trust Company of PA, NA - Trustee Fee 280.17 Continuing Care RX - Medical Expense for John Stabnau 1. 75 First United Presbyterian Church - Charitable Contribution 25.00 Allfirst Trust Company of PA, NA - Trustee Fee 283.65 Continuing Care RX - Medical Expense for John Stabnau 10.10 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 2,468.92 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 18.00 Allfirst Trust Company of PA, NA - Trustee Fee 284.53 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 38.57 Continuing Care RX - Medical Expense for John Stabnau 6.85 First United Presbyterian Church - Charitable Contribution 25.00 144 03/23/00 03/23/00 04/05/00 04/07/00 04/07/00 04/11/00 04/19/00 04/20/00 04/21/00 04/21/00 05/05/00 05/12/00 05/19/00 05/19/00 OS/22/00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,505.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Allfirst Trust Company of PA, NA - Trustee Fee 289.88 Internal Revenue Service - 2000 1st Quarter Estimated Personal Income Tax 572.00 PA Department of Revenue - 2000 1st Quarter Estimated Personal Income Tax 236.00 Continuing Care RX - Medical Expense for John Stabnau 11.40 Deborah W. Piper, Tax Collector - Local Income Tax for John Stabnau 7.84 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Presbyterian Homes, Inc. - Convalescent Horne Expense f/b/o John Stabnau 1,505.00 Allfirst Trust Company of PA, NA - Trustee Fee 284.56 Continuing Care RX - Medical Expense for John Stabnau 4.70 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Presbyterian Homes, Inc. - Convalescent Horne Expense f/b/o John Stabnau 1,505.00 First United Presbyterian Church - Charitable Contribution 25.00 145 OS/25/00 06/05/00 06/07/00 06/09/00 06/09/00 06/20/00 06/22/00 06/22/00 07/05/00 07/11/00 07/12/00 07/20/00 07/24/00 07/24/00 08/07/00 08/09/00 Allfirst Trust Company of PA, NA - 1999 Tax Preparation Fee 125.00 Allfirst Trust Company of PA, NA - Trustee Fee 288.34 Continuing Care RX - Medical Expense for John Stabnau 6.20 Internal Revenue Service - 2000 2nd Quarter Estimated Personal Income Tax 984.00 PA Department of Revenue - 2000 2nd Quarter Estimated Personal Income Tax 236.00 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,505.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Allfirst Trust Company of PA, NA - Trustee Fee 289.59 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 32.10 Continuing Care RX - Medical Expense for John Stabnau 6.30 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,550.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Allfirst Trust Company of PA, NA - Trustee Fee 291. 67 Continuing Care RX - Medical Expense for John Stabnau 5.45 146 08/21/00 08/21/00 08/22/00 09/05/00 09/06/00 09/11/00 09/12/00 09/13/00 09/19/00 09/19/00 09/20/00 10/05/00 10/12/00 10/18/00 10/18/00 Deborah W. Piper, Tax Collector - Local Income Tax for John Stabnau 9.80 First United Presbyterian Church - Charitable Contribution 25.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,550.00 Allfirst Trust Company of PA, NA - Trustee Fee 295.36 Paul J. Creeden, DPM - Medical Expense f/b/o John Stabnau 20.00 PA Department of Revenue - 2000 3rd Quarter Estimated Personal Income Tax 236.00 Continuing Care RX - Medical Expense for John Stabnau 8.00 Internal Revenue Service - 2000 3rd Quarter Estimated Personal Income Tax 984.00 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,550.00 First United Presbyterian Church - Charitable Contribution 25.00 Allfirst Trust Company of PA, NA - Trustee Fee 292.39 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 12.84 Continuing Care RX - Medical Expense for John Stabnau 9.25 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 7.00 147 10/18/00 10/20/00 11/06/00 11/17/00 11/17/00 11/20/00 12/05/00 12/19/00 12/20/00 12/21/00 12/21/00 12/21/00 12/26/00 12/27/00 01/04/01 Presbyterian Homes, Inc. - Convalescent Home Expense f/b/o John Stabnau 1,550.00 First United Presbyterian Church - Charitable Contribution 25.00 Allfirst Trust Company of PA, NA - Trustee Fee 300.17 Continuing Care RX - Medical Expense for John Stabnau 6.70 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 1,450.00 First United Presbyterian Church - Charitable Contribution 25.00 Allfirst Trust Company of PA, NA - Trustee Fee 300.15 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 6.42 First United Presbyterian Church - Charitable Contribution 25.00 Continuing Care RX - Medical Expense for John Stabnau 6.70 Presbyterian Homes, Inc. - Miscellaneous Expense f/b/o John Stabnau 19.00 Presbyterian Homes, Inc. - Convalescent Home Expense flblo John Stabnau 1,550.00 PA Department of Revenue - 2000 4th Quarter Estimated Personal Income Tax 236.00 Internal Revenue Service - 2000 4th Quarter Estimated Personal Income Tax 984.00 Graham Medical Clinic, P.C. - Medical Expense for John Stabnau 12.84 148 04/01/02 04/05/02 PA Department of Revenue - 2001 Balance due on Fiduciary Income Tax 341.00 Allfirst Trust Company of PA, NA - Trustee Fee 531.07 TOTAL DISBURSEMENTS OF INCOME......... ... ...... 150 425,497.64 Sylvia S. Kauffman 12/24/01 Sharon B. Miller 12/24/01 John W. Stabnau 06/11/90 10/06/93 Lena W. Stabnau 09/17/96 11/13/96 08/13/97 08/19/98 03/10/99 DISTRIBUTIONS OF INCOME TO BENEFICIARIES Partial Distribution of 2001 Income Partial Distribution of 2001 Income Distribution requested by John & Lena Stabnau for purchase of 1989 Ford Taurus LX Distribution for Purchase of Larger Unit at Green Ridge Distribution Distribution Distribution Distribution Distribution 11,000.00 2,000.00 1,000.00 1,000.00 1,000.00 100.00 500.00 TOTAL DISTRIBUTIONS TO BENEFICIARIES...... 151 5,000.00 5,000.00 13,000.00 3,600.00 26,600.00 -------------- -------------- it Units Description INCOME BALANCE ON HAND Current Value or as Noted ARK Money Market Portfolio 28,272 .17 28,272.17 28,272.17 28,272.17 Fiduciary Acquisition Value --------------- --------------- --------------- --------------- 152 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Betty Lou Scheid - 50% share of residue Principal: ARK Money Market Portfolio Income: Equalizing distribution due (See Adjustment Calculation) Remaining Income Balance ARK Money Market Portfolio Sylvia S. Kauffmau - 25% share of residue Principal: ARK Money Market Portfolio Income: ARK Money Market Portfolio Sharon B. Miller - 25% share of residue Principal: ARK Money Market Portfolio Income: ARK Money Market Portfolio 8,662.00 9,805.09 153 Current Value or as Noted Fiduciary Acquisition Value 251,782.40 251,782.40 18,467.09 18,467.09 270,249.49 270,249.49 125,891.20 125,891.20 4,902.54 4,902.54 130,793.74 130,793.74 125,891.20 125,891.20 4,902.54 4,902.54 130,793.74 130,793.74 --------------- -------------- 53 1.836.97 531,836.97 ADJUSTMENT CALCULA nON INCOME BALANCE 28,272.17 Amount to Betty Lou Scheid to equalize advance distributions to Sylvia S. Kauffman and Sharon B. Miller less allocable fiduciary income tax Equalizing distribution Less fiduciary income tax 10,000.00 - 1,338.00 - 8,662.00 INCOME BALANCE ON HAND FOR PRO RATA DISTRIBUTION 19,610.17 Betty Lou Scheid Sylvia S. Kauffman Sharon B. Miller 9,805.09 4,902.54 4,902.54 19,610.17 154 AFFIDAVIT Allfirst Trust Company of Pennsylvania, N.A., Trustee under Agreement with JOHN W. & LENA W. ST ABNAU, deceased, hereby declares under oath that it has fully and faithfully discharged the duties of its 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 Trust have been paid in full; that, to its knowledge, there are no claims now outstanding against the Trust; that all taxes presently due from the Trust have been paid. Subscribed and sworn to by T~~~ E ,(ho,~<(J before me this 15M day of maJ ,200~ ~cD~2,k~ - Nota Public Notarial Seal Gwendolyn E. Killian, Notary Public Carlisle Boro, Cumberland County My Commission Expires Nov. 22, 2004 Member, Pennsylvania Association of Notaries 155 TRUST AGREEMENT THIS AGREEMENT by and between LENA W. STABNAU and JOHN W. STABNAU, her husband, of Green Ridge Village, Newville, Pennsylvania, hereinafter referred to as "SETTLORS", AND DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, with main office in Harrisburg, Pennsylvania, hereinafter referred to as "TRUSTEE" . WITNESSETH: WHEREAS, the Settlor Lena W. Stabnau has conveyed to the Trustee, the property set forth in the attached Exhibit "A" and the joint Settlor John W. Stabnau has conveyed to the Trustee those assets s~t foerth in the attached EXhibit "B" and the Trustee does hereby acknowledge receipt of the same. NOW, THEREFORE, the parties wish to set forth herein the terms and conditions under which they have conveyed and received and hold the aforesaid assets, which terms and conditions are as follows: 1. Trustee shall invest and reinvest the assets constituting the corpus of this trJst as described in Exhibits "A" and "B" attached hereto and receive the income and apply the income as follows: 1 FLOWER, KRAMER, MORGENTHAL & FLOWER - ATTORNEYS AT LAW '. (a) Trustee shall pay to Green Ridge Village all expenses related to Settlors' residence therein, as well as to pay all other bills of expense, maintenance and insurance on behalf of the Settlors; (b) Any income in excess of that necessary to meet the obligations to pay all the bills of the parties as set forth in subparagraph (a), shall be distributed to them in accordance with their joint written request made to the Trustee. Should either party be unable to join in a joint request by virtue of disability or death, then a joint request shall still be necessary but the requirement may be met by the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. If income of one year is not requested within Thirty (30) days ~fter the end of the year, it shall be added to principal and reinvested. 2. The Settlors may, by joint request, in writing, invade the principal of the Trust in order to meet the expenses involving maintenance and enjoyment of life. Should either party be unable -to join in'a joint request by virtue of disability or death, then a joint request shall still be 'necessary but' the requirement may be met by the signature of SYLVIA M. KAUFFMAN, with the remaining Settlor. 2 " 3. This Trust shall continue for the joint lives of the Settlors and upon the death of the last Settlor, distribution shall be made in accordance with the Wills of the Settlors executed of even date herewith. 4. The Trustee shall advance to the estate or estates of the Settlors sufficient moneys to pay inheritance, estate or other death taxes as well as administration expenses, should the assets of such estate or estate prove insufficient to meet such expenses. 5. Should any beneficiaries entitled to receive money or other assets from the estates of the Settlors, or from this Trust, be not of the age of majority, Trustee shall hold such assets in trust for such minor child until the age of 21, at which time such child shall be entitled to receive all of the principal and accumulated income which may then exist, subject, however, to the right of such child to receive any part of or all of the moneys held in trust for such child for higher education or extraordinary medical expenses. 6 .' In all respects, the Trustee may use any and a'll of the income of the assets held by the Trust to meet all of ~he ' maintenance and medical expenses of the Settlors for and during their natural lives and should the Trustee find it to be necessary, the Trustee shall have the right, duty and obligation to invade the principal of this Trust in order 'to meet such expenses. 3 '. : 7. The situs of this Trust shall be Cumberland County, Pennsylvania. IN WITNESS WHEREOF, the parties hereto with the intention of being legally bound hereby, have caused this instrument to be executed this ~~ day of December, 1989. ~-,Cv)~ Lena W. Stabnau, Settlor (.SEAL ) abnau, Settlor (SEAL) ATTEST: a~L4~ DAUPHIN DEPOSIT BANK AND TRUST ~.OMPAN _T,:,,-stee . __ ~4(~/-u/ 4 EXHIBIT A PROPERTY CONVEYED TO THE TRUSTEE BY LENA W. WAGNER n/b/m LENA W. STABNAU 1. Certificate of Deposit, Commonwealth National Bank, dated 8/29/89, 8.15%, Due 1/29/90, #1850097596 2. Certificate of Deposit, Commonwealth National Bank, dated 9/28/89, 8.20%, Due 2/28/90, #1850097965 3. Certificate of Deposit, Commonwealth National Bank, dated 3/24/89, 10%, D~e 3/24/90, #1800095004 4. Certificate of Deposit, Commonwealth National Bank, dated 5/15/89, 9.50%, Due 5/15/90, #1800098631 5. 575,423 Units, Prudential-Bache Government Plus Fund, Inc., @ 9.39,per unit 6. 4,416.99 Units, Prudential-Bache National Municipals Funds, Inc. Total 15,000.00 32,000.00 10,000.00 25,000.00 5,403.22 67.005.74 154,408.96 EXHIBIT B PROPERTY CONVEYED TO THE JOINT TRUST OF LENA W. STABNAU AND JOHN W. STABNAU DATED DECEMBER 20, 1989, FROM TRUSTEE UNDER AGREEMENT DATED APRIL 18, 1988, WITH JOHN W. STABNAU Principal 1. Dauphin Deposit Bank and Trust Company Capital Reserve Account $ 12,100.00 2. Dauphin Deposit Bank and Trust Company CD. #0633015989, 8%, Due 3/17/90 10,000.00 7,465.38 3. 663 Units, Income Fund America Inc. 4. 100 Units, Nuveen TIE Bd Fd Multi St Series 90 FA Quarterly 11,031.00 48,203.00 9,528.75 40.89 5. 472 Units, Nuveen TIE Unit Series 72 Monthly 6. 99 Units, Nuveen TIE Unit Series 76 Monthly 7. Cash 8. 5,953 United, Fixed Income Fund of Dauphin Deposit Trust Company 57,185.68 $155,554.70 Income 1. Dauphin Deposit Bank and Trust Company Capital Reserve Amount $11,800.00 10.99 $11,810.99 2. Income Cash l I ,..\....,.,..c'\_.:n...\ _.........__.. :__ ~,... flI: ...ft..... ".. ~. \"r-'" \"''- ,W_W4M6w..J""'" AU...." ~"'-V4 '\ LAST WILL AND TESTAMENT OF JOHN W. STABNAU I, JOHN W. STABNAU, of Green Ridge Village, Newville, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby revoking and making void all Wills and Codicils heretofore made by me. FIRST: f direct my Executor to pay all my just debts and funeral expenses, together with the administrative expenses as soon as may be done conveniently after my decease. SECOND: I have constructed certain items of tangible personal property and these I give to my daughters, SYLVIA M. KAUFFMAN and SHARON B. MILLER in equal shares. Should possession of those items make a substantial difference in the enjoyment of life to my wife, LENA W. STABNAU, those items may be retained by her tor and during her lifetime. THIRD: All the rest, residue and remainder of my estate, I give to my wife, LENA W. STABNAU, tor her use and benefit as long as she may live. Upon the death of my wife, LENA W. STABNAU, I direct that my residuary estate be dMded as follows: (a) I give the sum of One Thousand ($1,000.00) Dollars, each, to each of the five (5) grandchildren, namely, JAMES E. SCHEID, JR., -~ ,.. I :::\7,?:\"~U..i\.;iWUU.UA.jUU 4UG" za:;j,~l I /. STEVEN W. SCHEID, SUSAN C. SCHEID VOGT, ADAM MILLER and ABBY MILLER. (b) J give and bequeath the remainder of my estate as follows: fifty (50%) percent of my remaining estate to my wife's daughter, BETTY LOU SCHEID; twenty-five (25%) percent of my remaining estate to my daughter, SYLVIA M. KAUFFMAN; and twenty-five (25%) percent of my remaining estate to my daughter, SHARON B. MILLER. FIFTH: J hereby nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, and its successors, to be the Executor of this my Last Will and Testament, my said executor shall not be required to file Bond in this or any other jurisdiction. day of IN WITNESS WHEREOF, I have hereunto set my hand and seal this d~" /" 1995. u d o?cr'-- J~M~ u/< /~ U Jotm W. Stabnau . SIGNED, SEALED, PUBUSHED and DECLARED in the presence of: ,~, . \ 2 tP) c:\wp.5.i.\W1WO\SIaODIlU.JOD lUe" ~14.l1 . COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, JOHN W. STABNAU, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged-before me, by JOHN W. STABNAU, the Testator, this CJIj-ftlf.- day of ;:? A-.-!..Y~ I 1995. ('; (' 1"':"----:- ~ 'U _ /();.~ J JoMW. Stabnau, Testator ~Yc~_tt:iJ/;fYdzflJ Not Public ( NOTARIAL SEAL TERESA J. BURKHOLDER, Notary PO.;:;'::-. Cartisle, Cumbel1and County, Pa. My Commission e;cpires Fib. 12, 19S::. 3 " I :::\7.~::'\ww..\."'UAWU.jU&l. We,; 2i..)j,..ul I ,. COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, JAMES Do FLOWER and CAROL J. LINDSll~Y . the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that JOHN W. STABNAU signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by JA1-1ES D. ..FLOWER and CAROL J 0 LINDSAY this r-2;-I/~ day of ~---'~ 1995. 01 ? tary YCIiC ..._ _ NOTARIAL SEAL . ,..l:(. """ . BURKHO '-. ..:::;;1-\ tl. LDER. Nata.-y PubHc ('-oj'.._ Cu bertand t'A....... . ~~~,l,;.;ci, m '-'UUtIl', Pa. ~.f,y ~:':: .:;:'~';ission ExpiI8S Feb. 12. 1996 4