Loading...
HomeMy WebLinkAbout01-0246 PETITION FOR PROBATE and GRANT OF LETTERS No. ~,.. (J J- ~ 4(0 To: Estate of W.:1l tor J. R c c 0 c also known as Register of Wills for the . Deceased. County of C tl m b €l r 1 .:1 n d in the Social Security No. 1 R 0 - 0 q - q ? R c; Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last will of the above decedent, dated V~ c tl..1IV'\ 1!>~ d I and codicil(s) dated N / A _rll~med ,19'_ (state relevant circnmstances, e.g. renunciation, death of executor, etc.) pecendent was domiciled at death in Cum 13 cOn ~. County, Pennsylvania, with hlS lastfamilyorprincipalresidenceat I ~ innicle Drive. Newhllre:, PA 17240 (list street, number and muncipality) Decendent, then years of age, died Fe b r u a r y 8. 200 1 ~ at Hershey Medical Center. Hershey, PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N / L Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ? 00 , 00 0 00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 1 5 0 , 000 . 00 situated as follows: 102 Finnicle Drive, Newburg, FA 17240 115 North 46th Street. Harrishure:, PA 17111 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters T est ame n tar y (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. Vl '6 u ~ <V -o~ ._ Vl Vl-.- <V ..... 0::: <V ~ -00 c:o;: ro ".;:: 3~ <V '- 30 'i;j ::: OIl c;j Joyce R. We\'5t~ 839 Beaver T,rlne Rp~n;ng, ~^ 19606 _ ~ ~;r-u -t:(. 'JY..u.,J'4./ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I s" COUNTY OF J ti The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best .of the knowledge and belief of petitioner(s) and 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 { ~~/ --k. 1f(O-d~~ ~ before me this CA, day of 1 ~. a ~ Lf)lrA ~ ~ N 21-01-246 o. Estate of WALTER J. REESE , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 6, 2001 ]}9_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated DECEMBER 2 , 1999 described therein be admitted to probate and filed of record as the last will of WALTER J. REESE TESTAMENTARY JOYCE R. WEISER and Letters are hereby granted to 'rYJ77(9~vd ~_~L2.~1Iu, ~ / I RegIster of Wills FEES Probate, Letters, Etc. ......... $ 305.00 Short Certificates( 1) . . . . . . . . .. $ 3.00 ~ ~X1;U..~G$..3... $ 9.00 JCP $ 5. 00 TOTAL _ $322.00 Filed . MtW ~!1. . q ~ . f..Q Q ~. . . . . . . . . . . . . . . . . . ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE CALLED ATTORNEY MARCH 6, 2001 This IS to certif)7 that the information here given is correctly copied from an original certifIcate of death duly filed with me as Local Registrar. The original certifIcate will be forwarded to the Stare Viral Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph, No. ~.'IIIH''''';-~ 111"~'~\.1H OF p?;;~--_~ ,\I~\,/~~-~ l\~';/ . ,~"\. ,$~/... .~\~~ (~.:IE,/ ' '~', - \~~ ~C::>>t ~~- :-~ Il';:~?;'~l ~~ a\ . ~c~- l~,~ ~\.~~, /~\/ -:. ~ ~ _./'r,,' -----~'flMEN-Tn~ ~~,'~~ ~,~~/ll1l \1.:0119 ~ Fee for this certifIcate. $2.00 -P 7060839 ~Q " ~ 7/ Dat~ -Z~CJ/" . , 2187 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME Of OECEDENT(f.... ModdIe.l'.' SEX ,. WALTER AGE (La.. a_~ J, REESE UNOEA t YEAR _I Doyo r..> 2(0' s. 88 Y... COUNTY Of OE.(I"H =.....10 .. Dauphin .. White SURVIVING SPOuSE ltf Mfe, qr.'lI! mlleOlln name) Tnwn~hip - c....- SoQuMIIIr 1M............. "_-..0"'_ ...... E_ _VINQ CAUSE (OoMaoo Of -"Y ........... --- '-*'II "'_I LAST [ : t.tjg:'ftd~ Ar(~JJI- ~ 11) AS A C OUENCE Ofl: r(l t-Ilmon j f'-.o' ~ICflASACONSljOUENCE : ..l-I1tr'/l. (.ut.fJrA.1 ~I1'lPYrA.a. DUE 11) lOA AS A CONSEOUE NCE Ofl. 2t. f Appm.irnat. ::--= I : No~ PART 0: 0IIlaf lignin.- ~ contnltuItng 10 _Ill. bul noI rMutling in lhe unctertytnQ C41'-"'" WI PlfJU I ~TI CAUl! IF.... ~OfC"""""'" -.0"-'- *S AN AUlOPSY WEAE AU10PSY FINDINGS MANNER OF DEATH DATE Of INJURY PEAFOAMED'I -.u8lE PAlOA 11) (Monlh Day, 'Ilt"') COMPlETION OF CAUS! HelInI flJ Homlclclo 0 OF OE.crH? - 0 ~_lgmlofl 0 ..... 0 No .....0 HoD SuIddo 0 Couk:I not be det.rmrned 0 TIME OF INJURY INJURV III WOAI<1 OESCRleE HOW INJURV OCCURRED 'MEDICAl. DAMINEIlICORONEA On _ ...... 01 ...mln_'on lnd1at Inv..ll9a'lon. In my opinion, d.llth OCCUrfM ."hellm., da'a, .nd pIle., .nd duo to tho c.u..(.) ond ",_"net .. Itated. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J1.. REGISTRAR'S SIGNATURE ANO NUMe~R (Y\ j). Hershey, PA 17033 :NoI. 2Ilt. 211. CEIITI'Jf.IlI~ ""'" onal -Cl.R1'1FYtNO PMV'SICtAN (Pt'l't1!C*" c~ c:auM oA dftlh wtlerr 111101" phYSIC"" nas pronounced de.lh and completed Item 23) To the..... of...,.~. ..... oeeUf'Nd due Ie.... C.UH(I) ~ menne' " .tat.... . . . . . . . . . . . . . . . -P'fIOHOUNC'NQ AHD CEIIITIF'YINO ,..YIK:fAN (~llIn hortl DIOI"OUnctI'IQ dH'" and cer1dvtnQ 10 cauw of dealt\) To 1M.... of 11ft' kN~. ..'" occur..... at !he""'. da.., and pl... an4 d.... to .... ceuM(IJ artd manne,.. It.,ed. u 1..{III.1ll Sf 6U-OI- r2'1'=> LAST WILL AND TESTAMENT I, WALTER J. REESE, of 102 Pinnacle Drive, Newburg, Cumberland County, Pennsylvania 17240, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever as follows: A. The sum of $2,000.00 to the Newburg First Church of God; and all the B. Rest, residue and remainder as follows: .' 1.) 2.50.10 to each of my great-grandchildren who survive me; 2.) 150/0 to my granddaughter, Julia Bouman, or if she is deceased then to her children, share and share alike; 3.) 150.10 to my granddaughter, Kristy Waid, or if she is deceased, then to her children, share and share alike; and all the 4.) Rest, residue and remainder to my daughter, Joyce R. Weiser. 5. I direct that the share of my estate payable to any beneficiary who may be under the age of twenty-one (21) years at my death shall be held in trust by Orrstown Bank, Shippensburg, Pennsylvania, under the following terms and conditions: The trustee, as well as my representative, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of such beneficiary, or to accumulate it in the sole discretion of the trustee. The trustee is also authorized and empowered to pay over to, or for the use and benefit of such beneficiary such portion of or all of the principal of the trust estate as in the trustee's sole discretion seems proper for his or her support, maintenance, education, or medical care. My primary object is to insure the support, maintenance, education and medical care of such beneficiary until he or she reaches the age of twenty-one (21) years. When such beneficiary reaches the age of twenty-one (21) years, then whatever remains of income or principal of the trust estate shall be distributed to such beneficiary. ," 6. I nominate and appoint my daughter, Joyce R. Weiser to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Julia Bouman and Kristy Waid to be the substitute co-personal representatives of my estate, also without bond. 7. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2nd day of December, 1999. aJ~ . WALTER J EESE (SEAL) Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. r ) 1 / v~~ h K;/lij]J ~/L cp,;J~f..~ ". ACKNOWLEDGMENT AND AFFIDA VIT WE, WALTER J, REESE, CAROL S. RUSS and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. uJ(j)J.v ~J ~~j WALTER J. RE SE -11 - Jil 1/) J1.A/ . \1/<l{}J CAROL S. RUSS ~ ~ - qj4/Lcxfb~~ HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA :5S: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me WALTER J. REESE, the testator herein, and subscribed and sworn to before me by CAROL S. RUSS and HEATHER A. BARBOUR, witnesses, this 2ND da of December, 1999. Notarial Seal Harold S. Irwin III. Notary Public Carlisle Boro, Cumberland County My Commission Expires Sept. 23. 2002 Member, Pennsylvania i\ssociation ot Notaries ... . E CERTIFICATE OF NOTICE UNDER RULE 5.6{M Name of Decedent: WALTER J. REESE Date of Death: FEBRUARY 8, 2001 Will No. 2001-0246 Admin. No. 21-01-0246 To the Register: I certify that notice of beneficial interest or estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 26,2000. Name Address NEWBURG FIRST CHURCH OFGOD 248 NEWBURG ROAD NEWBURG, PA 17240 JULIA F. BOUMAN 2054 MCKINLEY AVE YPSILANTI, MI481997 KRISTY L. WAID 43 SPOONHILL AVE MARLBOROUGH, MA 01752-2500 ABIGAIL BOUMAN 2054 MCKINLEY AVE YPSILANTI, MI 481997 BASTIAN BOUMAN 2054 MCKINLEY AVE YPSILANTI, MI481997 JOYCE R. WEISER 839 BEAVER LANE READING, PA 19606 Notice has now been given to all persons entitled thereto unde None March 27, 2001 JOHN J. BARANSKI, JR., ESQU IRWIN LAW OFFICE 35 East High Street, Suite 201 Carlisle, PA 17013 717.243.6090 Attorney for Estate of Walter J. Reese f- ---- IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU Will RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: NEWBURG FIRST CHURCH OF GOD 248 NEWBURG ROAD NEWBURG, PA 17240 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Reading, PA 19606 Telephone (610) 370-3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 JO J. BARANSKI, JR., ESQUIRE IRWIN LAW OFFICE 35 East High Street, SUITE 201 Carlisle, PA 17013 717-243-6090 Attorney for Estate of Walter J. Reese IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU Will RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: JULIA F. BOUMAN 2054 MCKINLEY AVE. YPSILANTI, MI 481997 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Reading, PA 19606 Telephone (610) 370-3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 JOHN NSKI, JR., ESQUIRE IRW LAW OFFICE 35 East High Street, SUITE 201 Carlisle, P A 17013 717 -243-6090 Attorney for Estate of Walter J. Reese IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU Will RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: KRISTY L. WAID 43 SPOONHILL AVE MARLBOROUGH, MA 01752-2500 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Reading, PA 19606 Telephone (61 0) 370~3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 JOH . BARANSKI, JR., ESQUIRE IR N LAW OFFICE 35 East High Street, SUITE 201 Carlisle, PA 17013 717 -243-6090 Attorney for Estate of Walter J. Reese IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU Will RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: ABIGAIL BOUMAN 2054 MCKINLEY AVE YPSILANTI, MI481997 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Read ing, P A 19606 Telephone (610) 370-3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 JOHN J. RANSKI, JR., ESQUIRE IRWIN LAW OFFICE 35 East High Street, SUITE 201 Carlisle, P A 17013 717 -243-6090 Attorney for Estate of Walter J. Reese IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: BASTIAN BOUMAN 2054 MCKINLEY AVE YPSILANTI, MI481997 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Reading, PA 19606 Telephone (610) 370-3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 JOHN J. RANSKI, JR., ESQUIRE IRWIN LAW OFFICE 35 East High Street, SUITE 201 Carlisle, PA 17013 717 -243-6090 Attorney for Estate of Walter J. Reese IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU Will RECEIVE ANY MONEY OR PROPERTY FROM THE ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will,. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WillS, CUMBERLAND COUNTY, PENNSYLVANIA In re: Estate of WALTER J. REESE, deceased Estate No. 21-01-0246 TO: JOYCE R. WEISER 839 BEAER LANE READING, PA 19606 Please take notice of the death of the decedent and the grant of letters to the personal representatives named below. The decedent, Walter Reese, died on the 8th day of February, 2001. The Decedent died testate (with a Will). The personal representative of the decedent is: Name JOYCE R. WEISER Address 839 Beaver Lane Reading, PA 19606 Telephone (610) 370-3181 If the decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240- 6100. If the decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills Wills of Cumberland County, Courthouse Square, Carlisle, PA. Phone No. 717-240-6100. p A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. March 27, 2001 - ----- JOHN J. SKI, JR., ESQUIRE IRWIN LAW OFFICE 35 East High Street, SUITE 201 Carlisle, PA 17013 717 -243-6090 Attorney for Estate of Walter J. Reese Inventory of the real and personal estate of WALTER J. REESE, deceased 1. HOUSE AND LOT AT 102 PINNACLE DRIVE, NEWBURG, PA 17040 (Value based on public 92,000 00 sale price) 2. HOUSE AND LOT AT 115 NORTH 46TH STREET, HARRISBURG, PA (Value based on sale 95,000 00 price) 3. ALLFIRST BANK - Certificate of Deposit No. 87008000429632 (Value as stated on bank 1,021 57 letter) 4. ALLFIRST BANK - Certificate of Deposit No. 87008000434784 (Value as stated on bank 1,019 32 letter attached at Exhibit "0") 5. 1982 CHRYSLER NEW YORKER (Value Based on Sale Price) 1 ,150 00 6. MUTUAL OF OMAHA - Premium Refund 48 00 7. NATIONWIDE INSURANCE - Car Insurance Refund 56 90 8. PUBLIC SALE PROCEEDS - Net Receipts from Public Sale of Personal Property 17,248 80 9. CASH 357 91 10. BETHLEHEM STEEL - Pension Payment 257 04 11. NEWS CHRONICLE - Refund 9 50 12. A.G.I.A., INC. - Insurance Refund 75 23 13. ALLFIRST BANK - Money Market Alternative Account No. 0098130935 (Value as stated on 17,907 78 bank letter - Jointly owned with Joyce R. Weiser) 14. ALLFIRST BANK - Savings Account No. 87004937738763 (Value as stated on bank letter- 14,023 72 Jointly owned with Joyce R. Weiser) 15. MELLON BANK - TO Account No. 00157637 (Value as stated on bank letter - Jointly 6,605 42 owned with Joyce R. Weiser) 16. ORRSTOWN BANK - Checking Account No. 103210193 (Value as stated on bank letter- 5,082 80 Jointly owned with Joyce R. Weiser) 17. ORRSTOWN BANK - Checking Account No. 103000835 (Value as stated on bank letter- 1,394 39 Jointly owned with Joyce R. Weiser) 18. ORRSTOWN BANK - Certificate of Deposit No. 5030062045 (Value as stated on bank letter 5,768 57 - Jointly owned with Joyce R. Weiser) 19. WAYPOINT BANK - Checking Account No. 603020903 (Value as stated on bank letter- 16,625 58 Jointly owned with Joyce R. Weiser) 20. WAYPOINT BANK - Certificate of Deposit No. 616007473 (Value as stated on bank letter, 47,802 57 less $3,000.00 exclusion - Transferred to Joyce Weiser within one year of death) 21. WAYPOINT BANK - Certificate of Deposit No. 616025414 (Value as stated on bank letter- 76,844 45 Transferred to Joyce Weiser within one year of death) 22. I.N.G. RELlASTAR - Annuity Contract No. 2A02369030 60,950 34 TOTAL 461 ,249 89 COMMONWEALTH OF PENNSYLVANIA: :ss: COUNTY OF CUMBERLAND JOYCE R. WEISER, being duly sworn according to law, deposes and says that she is the executrix of the estate of WALTER J. REESE, late of Hopewell Township, Cumberland County, Pennsylvania, deceased, and that the within inventory made by her, the said executrix of the entire estate of said decedent, consisting of all of the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the inventory represent its fair value as of the date of decedent's death. Jw//~ 1r~ J R. WE I E R Executrix Sworn to and subscribed before me r r ay of November, 2001. ..~~-( !> 1\ ~ ~c 8 FEBRUARY 2001 Date of Death: Day Month Year INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty. 4. See Article IV, Fiduciaries Act of 1949. ~ ,... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 4 9f, 567 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT .. f."( ~.~ C H tJE I ~;Fr:,' II,) 1 (:,F -: ~ (; ,::1 () . I I;i ~,.~ ~:=(/ E~E.{;\/t=f.:-~' ~~_l\l'~,:E' ~'-'~'[~.{\~I) 'll\j(:~. F'l(\ ~ {/z~JI,:'~'_(~1 - FOLD HERE FOLD HERE - ESTATE INFORMATION: FILE NUMBER ,,_ t i.~'. l: . : t":'~ E~ .._-~ /~;j ~; ::-;, i\' .1 e i',.. . I) 9- C? c: ~] '5 NAME q.~ _D~(~~9.EN:r ~. (L6~T)r ,...., L. ~-_ ~-:.d:_ l.-~J t"~ t~~ , ~'". ...,' (FIRST) (MI) DATE OF PAYMENT :-j :' Ic..l l:; ;.~ I'-'j <:. : POSTMARK DATE - '_~,~(:," i___li.').,~:\r:.. (D.iscount) COUNT:~ Uf"~ bt.:>~'~_ ?~[\ i.' . ,;, ..\- TOTAL AMOUNT PAID DATE OF DEATH l ~'~ ,.-;" I.: ,)~:) , RECEIVED BY !':{~r! V ,~. ......,. REMARKS .; U f 1,.<.. , ~~~ ( t -. ,~ .1_ L~l " _. "~{(,~,<u4P":jdl SEAL REGISTER OF WILLS ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT HAROLD IRWIN 35 EAST HIGH STREET CARLISLE, PA 17013 n______ fold ESTATE INFORMATION: SSN: 180-09-9285 FILE NUMBER: 21 - 2001 - 0246 DECEDENT NAME: REESE WALTER J DA TE OF PAYMENT: 11/08/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 02/08/2001 NO. CD 000504 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,883.48 I I I I I I I I TOTAL AMOUNT PAID: $4,883.48 REMARKS: JOYCE R WEISER C/O H IRWIN ESQUIRE CHECK# 165 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS \ /6 -.,-;2///~ /;/ '* 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 REV-1547 EX AFP [12-001 Recer,.' ReCf~ 12-31-2001 REESE 02-08-2001 21 01-0246 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN J WALTER .02 JAN -4 Pl2 :05 HAROLD S IRWIN III STES 201 202 CJerf{- 35 E HIGH ST Curnbenbi~. CARLISLE PA 17013 Amount Remitted PA. MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV :i54j-E:x-AFP--(i2':o(ir-No'~ficE:--oF-'rNHE:ifi;:AircE-T-AjrA-PPRA-isE:i'-ENT~--AL1-owAircE-oR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REESE WALTER J FILE NO. 21 01-0246 ACN 101 DATE 12-31-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) ~. 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 187~000.00 .00 .00 .00 82.194.61 67.408.26 124.647.02 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (1) (2) (3) (~) (5) (6) (7) 461,249.89 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) l~. Net Value of Estate Subject to Tax 27,590.88 4.303.55 (11) (12) (13) (1~) (9) (10) 31 gQ4 43 429,355.46 2,000.00 427,355.46 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line l~ at Spousal rate 16. Amount of Line l~ taxable at Lineal/Class A rate 17. Amount of Line l~ at Sibling rate 18. Amount of Line l~ taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: X 00 = .00 X 045 = 19,231.00 X 12 = .00 X 15 = .00 (19)= 19,231.00 .00 427,355.46 .00 .00 (15) (16) (17J (18) PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-08-2001 AA496567 717.38 13,630.14 11-08-2001 CDOO0504 .00 4,883.48 TOTAL TAX CREDIT 19,231.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 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.) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. , . CJti STATUS REPORT UNDER RULE 6.12 Name of Decedent: WALTER J. REESE Date of Death: FEBRUARY 8, 2001 Will No. 21 - 01 - 0246 Admin No. 2101 - 0246 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above- captioned estate: 1 . State whether administration of the estate is complete: Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: Nt A c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to his r. port. .J(f Ll} t, 2002 I Harold S. Irwin, III Attorney for Estate 0 35 East High Street Carlisle, PA 17013 717 -243-6090 , . RELEASE THAT I, JOYCE R. WEISER, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the final sum of Three Hundred Twenty Thousand Five Hundred Eighty-nine and 17 /100 ($320,589.17) DolI,ars in full satisfaction and payment of my share in the estate. AND THEREFORE, I, the said JOYCE R. WEISER, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of ~hese presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. J I i-t/I IN WITNESS WHEREOF, I have hereunto set my hand and seal the ':),I.J day of m ~ tf ' 2002. ~k..e,~. 1fy;MPA~ (SEAL) YCE R. WEISER COMMONWEALTH OF PENNSYLVANIA 12 A 1/ :SS: COUNTY OF J:))A,/L5 : On this, the ~day of ~~ ' 2002, before me, the undersigned officer, personally appeared YCE R. WEISER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. (SEAL) ---- Notarial Sea' Lau~ett~ A. Gordon, Notary Public M pr~ng.Twp., Berks County y CommIssIon Expires Sept. 14, 2002 , RELEASE THAT I, JULIE F. BOUMAN, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the final sum of Seventy-three Thousand Nine Hundred Eighty-two and 11 /100 ($73,982.11) Dollars in full satisfaction and payment of my share in the estate. AND THEREFORE, I, the said JULIE F. BOUMAN, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the 10 -tfu day of ~~ ' 2002. ~ (f '~(SEAL) LIE F. BOUMAN STATE OF MICHIGAN COUNTY OF WetSn+enc:LU/ ~ n"" +~:.... +he / /) ~,,,! t""If ~ ')()()') hof'''"e me tho unders~'~~~i~ffi'cer, personall;~p~~ared c9lJLlE F. BOUMAN~'k~~';~ to .~~ (;r satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. :SS: In witness whereof, I hereunto set my hand and official seal. .... A. COli 4aI~ ... ~,..,... =-- ~ ()~.p?- f.d~~ ~;-t" f/. /jdU- Notary Public (SEAL) RELEASE THAT I, JULIE F. BOUMAN, parent and natural guardian of BASTIAN N. BOUMAN, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the final sum of Twelve Thousand Three Hundred Thirty and 35/100 ($12,330.35) Dollars in full satisfaction and payment of the share of Bastian N. Bouman in the estate. I further acknowledge that this sum shall immediately be deposited at Huntington Bank of Byron Center, Michigan, in trust for Bastian N. Bouman in accordance with the trust provisions in the will of Walter J. Reese. AND THEREFORE, I, the said JULIE F. BOUMAN, on behalf of Bastian N. Bouman as aforesaid, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I haye hereunto set my hand and seal the \ n ~1 day of M~ ' 2002. , tJ LJ .. J1J),.Jb~. -1~(SEAL) LIE F. BOUMAN STATE OF flI1'CHiGAN :55: COUNTY OF VV(l ~vrtevlaw On this, the /1'" day of 'fl1~ .2002, before me, the undersigned officer, personally appeared LIE F. BOUMAN, parent and natural guardian of Bastian N. Bouman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that, being authorized to do so, he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ,:".::~::.......' c-S1J/~'J /1, /;.~--< T~ c.L.~. 1 lia- ~.-.-" Il'Itfl Notary Public (~j ~LLrdJ~~ ( SEAL) RELEASE THAT I, JULIE F. BOUMAN, parent and natural guardian of ABIGAIL L. BOUMAN, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the final sum of Twelve Thousand Three Hundred Thirty and 35/100 ($12,330.35) Dollars in full satisfaction and payment of the share of Abigail L. Bouman in the estate. I further acknowledge that this sum shall immediately be deposited at Huntington Bank of Byron Center, Michigan, in trust for Abigail L. Bouman in accordance with the trust provisions in the will of Walter J. Reese. AND THEREFORE, I, the said JULIE F. BOUMAN, on behalf of Abigail L. Bouman as aforesaid, do by these presents remise, reiease, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the IOih day of 011/~ ,2002. m 17 i.) ~ ~ (SEAL) LIE F. BOUMAN STATE OF MICHIGAN :55: COUNTY OF \A)Q .s:h-k:nau) ~ On this, the /7 day of .i.J11~ ' 2002, before me, the undersigned officer, personally appeared JULIE F. BOUMAN, parent and natural guardian of Abigail L. Bouman, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that, being authorized to do so, he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. ~A.~ NIliIfY ~ ... ~ ..11# _ ~ "1aIFJ e..- ~ 1& .- ~~tJ-~~ d~ J. (d<;(~ Notary Public (SEAL) RELEASE THAT I, KRISTY L. WAID, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, exec~trix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the final sum of Seventy-three Thousand Nine Hundred Eighty-two and 11 /100 ($73,982.11) Dollars in full satisfaction and payment of my share in the estate. AND THEREFORE, I, the said KRISTY L. WAID, do by these presents remise, release, quit claim, and forever discharge the said executrix and attorney, their heirs, executors and administrators, of and from the said share and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing vv'hatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ;J{) ~ day of ,Vt/ ' 2002. IR~TYr~. WAID (SEAL) STATE OF MASSACHUSETTS COUNTY OF _[A)()rcl ~~ ~ ' On this, the ~ day of -.1!1 ~ ' 2002, before me, the undersigned officer, <personally appeared KR TY L. WAiD, Known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed same for the purposes therein contained. :S5: /:f9- 'f8-fJ171 In witness whereof, I hereunto set my hand and official seal. ~ ~ C~~(SEAL) Not he :\Jly COmmiSSiOn Expires Ocl17, 2008. RELEASE A. a..~a\flMA\.\ Ie '\-(" e . THAT I, 1) Uill"!€- lV\19W e,~, un\... ('D\J,^G~ \ of NEWBURG FIRST CHURCH OF GOD, being authorized 0 do so, do hereby acknowledge that I have this day had and received from Joyce R. Weiser, executrix, and Harold S. Irwin, III, the legal counsel for the Estate of Walter J. Reese, deceased, the sum of Two Thousand and no/100 ($2,000.00) Dollars in full satisfaction and payment of church's share in the estate. C~tf~OJ'\ o~ ~e AND THEREFORE, I, the said ~\)'\~ CO\),^r~ t , on behalf of NEWBURG FIRST CHURCH OF GOD, do by these presents remise, release, quit claim, and forever discharge the said executors and attorney, their heirs, executors and administrators, of and from the said share and of and trom all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatever, from the beginning of the world to the day of the date of these presents. And I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said executors and legal counsel as to this share upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal the I 8 f A day of .Tlt1\)f> , , 2002. ~ , I 'Y\l 0,.11\ e ~, N O\JJt,~ ~~ (SEAL) ~,^o..tf'~,,\ -C~vrc~ 00\,{~l { COMMONWEALTH OF PENNSYLVANIA :S5: 1't"\11~1"TV ,,\1:: .,.... 11"'0 -=,.,. A'" n _ _ '" ... i I '" . " V '_11..11.. ( ,...."'. .. IJ On this, the J 8~ dayof"J"0. NG , 2002, before me, the undersigned officer, personally appeared Du A r-X: E. Mo~ ,Q---,q,rrror.! 0r: ~ o-,urcJ-,. . of NEWBURG FIRST CHURCH OF GOD, being authorized to so, known to me (or Cou;vc; satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. {SEAL) rv p~. Keiter, No f:)ubllc -. "Shippensburg Bora, Cumberland County My Commission Expires June 9. 2006 Member. Pennsylvania Association Of Notaries REV-1500 EX (6-00) , .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I~ FILE NUMBER OFFICIAL US, O:t- 2. J'-/- I 21 COUNTY CODE SOCIAL SECURITY NUMBER 180 - 09 - 9285 01 YEAR 0246 NUMBER DECEDENrs NAME (LAST, FIRST AND MIDDLE INITIAL) REESE, WALTER J. DATE OF BIRTH DATE OF DEATH NOVEMBER 21, 1912 FEBRUARY 8, 2001 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER l1. Original Return 4. Limited Estate _ 2. Supplemental Return 3. Remainder Return (dates of death prior to 12-13-82) 5. Federal Estate Tax Return Req l 6. Decedent Died Testate (Attach copy of Will) EX. A 9. Litigation Proceeds Received _ 4a. Future Interest Compromise (for dates of death after 12-12-82) _ 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) _ 8. Total No. of Safe Deposit Boxes 11. Election to tax (Sec. 9113(A)) (Attach Sch 0) NAME HAROLD S. IRWIN, III TELEPHONE NUMBER 717-243-6090 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages and Notes Receivable (Schedule D) 5. Cash, Bank Dep & Misc Personal Property (Sched E) 6. Jointly Owned Property (Schedule F) 7. Transfers I Misc. Property(Schedule G) (Schedule L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Sched H) 10. Debts, Mortgage Liabilities & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Amount of Line 14 taxable at the spousal rate 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax due COMPLETE MAILING ADDRESS 35 EAST HIGH STREET, SUITES 201/202 CARLISLE, PA 17013 (1) OFFICIAL USE ONLY 187,000.00 (2) 0.00 (3) 0.00 (4) 0.00 (5) 82,194.61 (6) 67,408.26 (7) 124,647.02 (8) 461,249.89 (9) 27,590.88 (10) 4,303.55 (11) 31,894.43 (12) 429,355.46 (13) 2,000.00 (14) 427,355.46 x. - = (15) 0.00 $427,355.46 x .045 = (16) 19,231.00 x .12 (17) 0.00 $ x .15 = (18) 0.00 (19) 19,231.00 Decedent's Complete Address: STREETADOHESS 102 PINNACLE DRIVE CITY I STATE I ZIP NEWBURG PA 17040 Tax Payments and Credits: 1. Tax Due (Page 1 line 18) 2. Credits I payments A. Spousal Poverty Credit B. Prior Payments C. Discount {1l $19.231.00 $13.630.14 $ 717.38 Total Credits (A+B+C) (2) $14.347.52 3. Interest I Penalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D+E) (3) 4. If Une 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. A. Enter the interest on the tax due. (5A) (5) $4.883.48 B. Enter the total of Line 5+5A. This is the BALANCE DUE. (5B)$4.883.48 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent make a transfer and: Ves a. retain the use of 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, beneflts or care? ............................... 2. If death occurred on or before December 123,1982, did decedent within two years preceding death transfer property without receiving adequate consideration? 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? ...... No --1L --1L --1L --1L N/A --1L -L IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN Under penalties of perjury. I declare that I have examined this retum, 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 personal representative is based on all information of which preparer has any knowledge. DATE NOVEMBER 8. 2001 DATE 35 EAST HIGH STREET CARllS E, PA 17013 NOVEMBER 8, 2001 For dates of death on or after Iy 1, 1 94 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. on 9116 (0)(1.1)(i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% {72 P.S. Section 9116 (a)(1.1 )(ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years 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. Section 9116 (a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Section 9116 (1.2)[72 P.S. Section 9116 (a)(1)J. 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. Section 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. REV-1502 EX ~ (12-85) SCHI!DULI! A RI!ALI!STATI! COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WALTER J. REESE 2001 - 0246 (Property Jolntly-owned with Right of Survivorship must be dlacloaed on Schedule F) All real eatate ahould be reported at fair market value which la deflned as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to b.N or sell, both havln" reaaonable knowled- of the relevant facts. ITEM DESCRIPTION NUMBER VALUE AT DATE OF DEATH 1. HOUSE AND LOT AT 102 PINNACLE DRIVE, NEWBURG, PA 17040 (Value baaed on public sale price. See HUD-1 settlement statement attached as exhibit "B") HOUSE AND LOT AT 115 NORTH 46TH STREET, HARRISBURG, PA (Value baaed on sale price - See HUD-1 settlement sheet attached as Exhibit "C") $92,000.00 95,000.00 2. TOTAL (Also enter on Line 1, Recapitulation) $ (If more space is needed. insert additional sheets of SBme size.) 187,000.00 REV,.1503 EX t (4-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WALTER J. REESE (All property JolntlY-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER SCHI!DULI! B STOCKS AND BONDS FILE NUMBER 2001 - 0246 VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Une 2, Recapitulation) NONE (ff m0f9 space is needed, Inserl addltlonsl sheets of same size.) REV,l504 EX,. (3-92) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHI!DULI! C CLOSI!L Y HI!LD STOCK PARTNI!RSHIP AND PROPRII!TORSHIP FILE NUMBER 2001 - 0246 ESTATE OF WALTER J. REESE VALUE AT DATE OF DEATH NONE TOTAL (Also enter on Une 3. Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-.1507 EX t (6-86) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIV ABLI! ESTATE OF WALTER J. REESE FILE NUMBER 2001 - 0246 (All orollllrtv i olntlv-owned with Right of Survlvorshlo must be dlsclDSed on Schedule F.) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH NONE TOTAL (Also enter on Line 4. Recapitulation) NONE (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (2-87) , . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY ESTATE OF WALTER J. REESE (All property jolntly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION NUMBER FILE NUMBER 2001 - 0246 VALUE AT DATE OF DEATH 1. ALLFIRST BANK - Certificate of Deposit No. 87008000429632 (Value as stated on bank letter attached at Exhibit "D") 2. ALLFIRST BANK - Certificate of Deposit No. 87008000434784 (Value as stated on bank letter attached at Exhibit "D") 3. 1982 CHRYSLER NEW YORKER (Value Based on Sale Price) 4. MUTUAL OF OMAHA - Premium Refund 5. NATIONWIDE INSURANCE - Car Insurance Refund 6. PUBLIC SALE PROCEEDS - Net Receipts from Public Sale of Personal Property 7. CASH 8. BETHLEHEM STEEL - Pension Payment 9. NEWS CHRONICLE - Refund 10. A.G.I.A., INC. -Insurance Refund 11. I.N.G. RELIASTAR - Annuity Contract No. 2A02369030 (Value based on letter attached as Exhibit "H") $ 1,021.57 1 ,019.32 1,150.00 48.00 56.90 17,248.80 357.91 257.04 9.50 75.23 60,950.34 TOTAL (Also enter on Line 5, Recapitulation) $ 82,194.61 (If more space is needed, insert additional sheets of same size.) REV-,1509 EX t (12-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WALTER J. REESE SCHEDULE F .JOINTLY-OWNED PROPERTY FILE NUMBER 2001 - 0246 Joint tenantlal: NAME ADDRESS RELATIONSHIP TO DECEDENT A. JOYCE R. WEISER B. 839 BEAVER LANE READING PA 19606 DAUGHTER Jolntlv-owned nro"""": ITEM LETTER DATE DESCRIPTION OF PROPERTY TOTAL DECD'S DOLLAR NO. FOR MADE VALUE % INT. VALUE 0 JOINT JOINT OF ASSET DECEDENrs TENANT INTEREST 1. A 05122/97 ALLFIRST BANK - Money Market Alternative Account No. 0098130935 (Value as stated on bank letter attached at exhibit "0") $35,815.56 50% $17,907.78 2. A 10/26/82 ALLFIRST BANK - Savings Account No. 87004937738763 (Value as stated on bank letter attached at Exhibit "0") 28,047.44 50% 14,023.72 3. A 05/04199 MELLON BANK - TO Account No. 00157637 (Value as stated on bank letter attached as exhibit "F") 13,210.85 50% 6,605.42 4. A 01/05/99 ORRSTOWN BANK - Checking Account No. 103210193 (Value as stated on bank letter attached as Exhibit "G") 10,165.61 50% 5,082.80 5. A 03/04/99 ORRSTOWN BANK - Checking Account No. 103000835 (Value as stated on bank letter attached as Exhibit "G") 2,788.79 50010 1,394.39 6. A 12/03/98 ORRSTOWN BANK - Certificate of Deposit No. 5030062045 (Value as stated on bank letter attached as Exhibit "G") 11,537.14 50% 5,768.57 7. A 1 0/28/99 WA YPOINT BANK - Checking Account No. 603020903 (Value as stated on bank letter attached as Exhibit liE") 33,251.17 50% 16,625.58 TOTAL (Also enter on Line 6. Recapitulation) $ 67,408.26 (If more space is needed, inserladditional sheets of same size.) REV,1510 EX t (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER WALTER J. REESE 2001 - 0246 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. SCH~DUL~ G INTI!RVIVOS TRANSF~RS & MISC. NON.PROBAT~ PROP~RTY ITEM DESCRIPTION OF PROPERTY DATE OF NUMBER Indude name of the lransferH, their relationship to decedeIlt date of transfer DEATH %OF EXCLUSION TAXABLE VALUE OF DECD'S (If applicable) VALUE ASSET INTEREST 1. WA YPOINT BANK - Certificate of Deposit No. $ 50,802.57 100% $ 3,000.00 $ 47,802.57 616007473 (Value as stated on bank letter attached as exhibit "e") - Transferred to Joyce Welser 2. WAYPOINT BANK - Certificate of Deposit No. 76,844.45 100% 76,844.45 616025414 (Value as stated on bank letter attached as exhibit "e") - Transferred to Joyce Welser TOTAL (Also enter on Line 7. Recapitulation) $124,647.02 (If m0f8 space is needed, insert additional sheets of same size.) REV.1511 EX... (7-88) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL I!XPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF WALTER J. REESE ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. FILE NUMBER 2001 - 0246 DESCRIPTION 1. Funeral Expenses: FOGELSONGER - BRICKER FUNERAL HOME 1. Administrative Costs: Personal Representative Commissions: Social Security Number of Personal Representative:: Year Commissions Paid: 2. Estimated Total Attorney Fees: HAROLD S. IRWIN, III 3. Family Exemption: Claimant Address of Claimant at decedent's death: Street Address City Probate Fees: REGISTER OF WILLS State Zip Code Relationship Miscellaneous Expenses: REGISTER OF WILLS - File Inventory and Appraisement HAROLD S. IRWIN, III - Notary Fees ORRSTOWN BANK - Estate Account Checks LUANN GUSTIN-DEFRANK - Real Estate Taxes NATIONWIDE INSURANCE - Motor Vehicle Insurance TERMINEX - Pest Treatment JOYCE R. WEISER - Reimbursement of Executrix's Expenses REGISTER OF WILLS - Additional Short Certificates NATIONWIDE INSURANCE - Homeowner's Insurance BARBARA BURNHAM - Return of Auto License SHOMPER'S GARAGE - Motor Vehicle Repairs Prlot to Public Sale TRIANGLE - Motor Vehicle Maintenance Prior to Public Sale MICHAEL WERICH - Motor Vehicle Repairs Prior to Public Sale KANTNER TIRE - Motor Vehicle Service Prior to Public Sale HEAVY DUTY PARTS - Motor Vehicle Repair Prior to Public Sale ROLAND JOHNSON - Real Estate Appraisal STEVE BARRETT - Real Estate Appraisal MYERS SERVICE - Motor Vehicle Inspection AUCTIONEER EXPENSES TAX PRORATION, LESS CLOSING COSTS, FOR 102 PINNACLE DRIVE ESTIMATED NET CLOSING COSTS FOR SALE OF 115 N 48TH STREET, HARRISBURG TOTAL (Also enter on Une 9. RecapibJlation) (If more space is needed, insert additional sheets of same size.) AMOUNT $ 6,259.00 6,000.00 322.00 25.00 15.00 19.25 1,546.87 759.80 202.48 2,150.74 6.00 194.50 5.00 374.66 77.28 425.00 508.44 453.89 150.00 250.00 10.60 4,035.48 299.93 3,500.00 $ 27,590.88 , REV-1512 EX + (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WALTER J. REESE ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGES, LIABILITIES AND LIENS FILE NUMBER 2001 - 0246 DESCRIPTION 1. ADAMS ELECTRIC - Electric Bills 2. SWATARA TOWNSHIP AUTHORITY - Sewer Blllsl 3. SPRINT - Phone Bills 4. I.R.S. - Income Taxes for 2000 5. PA DEPARTMENT OF REVENUE -Income Taxes for 2000 6. SHIPPENSBURG AREA SCHOOL DISTRICT - Taxes 7. M.C.1. WORLDCOM - Long Distance Charges 8. TIMMONS OIL COMPANY - Fuel Oil Bill 9. CHAMBERLlLN - Porla Pottle Rental for Public Sale 10. S. S. CLASS - Payment for Help at Public Sale 11. WALNUT BOTTOM MEDICAL - Medical Bill 12. RESERVES FOR PREPARING AND FILING FIDUCIARY INCOME TAX RETURNS 13. NEWBURG FIRST CHURCH OF GOD - Help with Sale 14. TOM DAIHL - Property Maintenance AMOUNT $ 426.00 139.50 208.48 823.90 364.97 2.69 77.06 237.65 58.30 200.00 15.00 1,500.00 50.00 200.00 TOTAL (Also enter on Line 10, Recapitulation) $ 4,303.55 (If more space is needed, insert additional sheets of same size.) REV,1513 EX. (2-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WALTER J. REESE SCHI!DULI! .I BI!NI!FICIARII!S FILE NUMBER 2001 - 0246 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequeets: 1. ABIGAIL BOUMAN GREAT- 2.5% RESIDUE 2054 MCKINLEY AVE GRANDDAUGHTER YPSILANTI MI48197 2. BASTIAN BOUMAN GREAT-GRANDSON 2.5% RESIDUE 2054 MCKINLEY AVE YPSILANTI MI48197 3. JULIA BOUMAN GRANDDAUGHTER 15% RESIDUE 2054 MCKINLEY AVE YPSILANTI MI48197 4. KRISTY WAID GRANDDAUGHTER 15% RESIDUE 43 SPOONHILL AVE MARLBOROUGH MA 01752-2500 5. JOYCE R. WEISER DAUGHTER 65% RESIDUE 839 BEAVER LANE READING PA 19606 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8. Charitable and Governmental Bequests: NEWBURG FIRST CHURCH OF GOD $ 2,000.00 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on Line 13, RecapibJlation) $ 2,000.00 (If more space ;s needed, insert additional sheets of same size.) . . , LAST WILL AND TESTAMENT I, WALTER J. REESE, of 102 Pinnacle Drive, Newburg, Cumberland County, Pennsylvania 17240, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever as follows: A. The sum of $2,000.00 to the Newburg First Church of God; and all the B. Rest, residue and remainder as follows: 1.) 2.5% to each of my great-grandchildren who survive me; 2.) 15% to my granddaughter, Julia Bouman, or if she is deceased then to her children, share and share alike; 3.) 15% to my granddaughter, Kristy Waid, or if she is deceased, then to her children, share and share alike; and all the 4.) Rest, residue and remainder to my daughter, Joyce R. Weiser. 5. I direct that the share of my estate payable to any beneficiary who may be under the age of twenty-one (21) years at my death shall be held in trust by Orrstown Bank, Shippensburg, Pennsylvania, under the following terms and conditions: The trustee, as well as my representative, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of such beneficiary, or to accumulate it in the sole discretion of the trustee. The trustee is also authorized and empowered to pay over to, or for the use and benefit of such beneficiary such portion of or all of the principal of the trust estate as in the trustee's sole discretion seems proper for his or her support, maintenance, education, or medical care. My primary object is to insure the support, maintenance, education and medical care of such beneficiary until he or she reaches the age of twenty-one (21) years. When such beneficiary reaches the age of twenty-one (21) years, then whatever remains of income or principal of the trust estate shall be distributed to such beneficiary. 6. I nominate and appoint my daughter, Joyce R. Weiser to be the personal representative of my estate, to serve without bond. If she cannot or does not serve, then I appoint Julia Bouman and Kristy Waid to be the substitute co-personal representatives of my estate, also without bond. 7. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2nd day of December, 1999. 1<,( l;J(1 fZ--,~ WALTER J. REESE ' Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. !-5( C S tf~ (SI /1/1 IS ACKNOWLEDGMENT AND AFFIDA VIT WE, WALTER J, REESE, CAROL S. RUSS and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound'mind and under no constraint or undue influence. ~ (~J (2~ ;;J difiir.;r'fJo OJQ) WALTER J. REESE (S/ CSIt- CAROL S. RUSS .1)( II d-f!, HEATHER A. BARBOUR COMMONWEALTH OF PENNSYLVANIA :55: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me WALTER J. REESE, the testator herein, and subscribed and sworn to before me by CAROL S. RUSS and HEATHER A. BARBOUR, witnesses, this 2ND day of December, 1999. IV;r;z -m: Notary Public A. US Department of Housing & Urban Development THE INFORMATION CONTAINED IN BLOCKS E,G,H,I AND LINE 401 IS IMPORTANT TAX INFORMATION AND IS BEING FURNISHED TO THE . SETTLEMENT STATEMENT IRS. IF YOU ARE REQUIRED TO FILE A RETURN, A NEGLIGENCE PENAL TV OR OTHER SANCTION WILL BE IMPOSED ON you IF THIS ITEM IS REQUIRED TO BE REPORTED AND THE IRS DETERMINES THAT IT HAS NOT BEEN REPORTED. B.TvDe of Loan 1. FHA 2. FmHA 3. Cony. Unlns. I 6. File No: 17. Loan No: I 6. Mortgage Ins Case No: 4. VA 5. Cony. Ins. I I I C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items mar1c:ed "POCO were paid outside the closing; Ihey are shown here for informallonal purposes and are not included in the totals. D. Name and Address of Buyer: E. Name and Address of Seller: F. Name and Address of Lender: ROBERT W. GARDNER WALTER J. REESE ESTATE N/A SHERRY D. GARDNER G. Property Location: H. Settlement Agent: I. Settlement Date: HAROLD S. IRWIN, III 102 PINNACLE DRIVE Place of Settlement: OCTOBER 27, 2001 NEWBURG PA 17240 35 EAST HIGH STREET CARLISLE PA 17013 J. SUMMARY OF BUYER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Contract Sales Price 92,000,00 401. Contract Sales Price 92,000.00 102. Personal Pr arty 402. Personal Prope 103. Selltement Charges to Borrower (Une 1400) 1,122.50 403. 104. 404. 105. 405. Adjustments or ltltlns paid by Seller In adVance Adjustments or Items I.b ell., In advance 106. Cily/Town Taxes 10/27/01 TO 12/31101 37.05 406. Cily/Town Taxes 10127101 TO 12/31101 37.05 107. Coon Taxes 407. Coun Taxes 108. School Taxes 1&27101 TO 0&3~2 583.02 408. SChOol Taxes 1&27101 TO 06130102 583.02 109. WaterlSewer 409. Water/Sewer 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM 80 ROWER 93,742.57 .... R AMOUNT DUE TO SELLER 92,820.07 200. AMOUNTS PAID BY OR FOR BORROWER: 50.. REDUCTIONS IN AMOUNT DUE SELLER: 2.' Deposit or Earnest Mone 9,200.00 501. Excess sit 9,200.00 202. Principal amount 0 new loan{s) 502. SelUement char s to Seller (line 1400) 920.00 203. Existing loan(s) taken subject to 50'. ExlsUn toan(s) laken subject to 204. 504. Pa ff first mortgage loan 205. S05. 206. 506. Pa ff second mortgage lOan 21)7 507. 208. S08. 209. 509. Adjustments for items unpaid b ell.,. Adjustments for ttems un I. Seller 210. City own Taxes 510. j /Town Taxes 211. Coun Taxes 511. County taxes 212. Sdloo! Taxes 512. dloo! Taxes 213. Water/Sewer 513. Water/Sewer 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. T TAL PAID BY/FOR BORROWER 9,200.00 520. TOTAL REDUCTION FROM SELLER 10,120.00 300. CASH AT SETTLEMENT TOfFM BORROWER 50.. CASH AT SETTLEMENT TOfFM SELLER 301. Gross amount due from Borrower (line 120) 93,742.57 601. Gross amount due to Seller 92,620.07 302. less amounts paid bylfor Borrower (line 220) 9,200.00 602. Less reductions from Seller (line 520) 10,120.00 303. CASH _L FROM - TO BORROWER 84,542.57 603. CASH - FROM --L TO SELLER 82,500.07 I have carefully reviewed this Selltement Statement and to the best of my knowledge and belle', it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transacllon. I further certify that I have received a copy of this HUD-1 Seltlement Statement. I direct and authorize the Settlement Agent to make the dIstributions Indicated for my account, recognizing that the Settlement Agent is not responsible for the accuracy or validity of the dIsbursement amounts or the completeness of charges made by others_ Any interest earned on funds deposIted with Settlement Agent hereunder may be retained lItement Agent. ESTATE OF WALTER J. REESE ~ff1 R ~ 7J/YeI-U/r_ SELLEo/ . JOYCE R. ElSER ~1 ADDRESS ADDRESS nowledge. the HU01 Settlement Statement which I have prepared Is a true & accurate account of the funds whldl were received and ed by the undersigned a. part of the settlement of this transaellon. IRWIN. III DATE "0/27/0 ( I l L. SETTLEMENT CHARGES Page 2 FTPA3-HUD-1 REV. (4/90) 700. TOTAL SALES/BROKER'S COMMISSION: PAID FROM PAID FROM BASED ON PRICE $ @ % = $ BUYER'S SELLER'S Division of Commission (line 700) as follows: FUNDS AT FUNDS AT 701. $ to SETTLEMENT SETTLEMENT 702. $ to 703. Commission paid at settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % to 802. loan Discount % to 803. Appraisal Fee to 804. Credit Report to 805. Lender's Inspection Fee to 806. Mortgage Insurance Application Fee to 807. Document Preparation Fee to 808. Tax Service Fee to 809. Underwriting Fee to 810. Processing Fee to 811. Flood Inspection Fee to. 812. Overnight Mail Fee to 813. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest from /day x days 902. Mortgage Insurance Premium for months 903. Hazard Insurance Premium for year to 904. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance months @ $ per month 1002. Mortgage Insurance months $ per month 1 003. City/Town Taxes months $ per month 1004. County Taxes months $ per month 1005. School Taxes months ceo S per month 1006. months @ $ per month 1007. Aggregate Adjustment 1100. TITLE CHARGES 1101. Settlement or closina fee to 1102. Abstract or title search to 1103. Title examination to 1104. Title insurance binder to 1105. Document preparation to 1106. Notary fee to POC 1107. Attorney's Fee to HAROLD S. iRWIN, ill 175.00 POC (includes item numbers: ) 1108. Title Insurance to (includes item numbers: ) 1109. Lender's CQveraae $ 1110. Owner's coverage $ 1111. Endorsement fees 1112. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording fees: Deed $ 27.50 Martoaoe $ Other $ 27.50 1202. Local transfer taxis tamps: Deed $92,000.00 920.00 1203. State transfer taxlstamps: Deed $92,000.00 920.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Pest inspection to . 1302. Water Certification to 1303. Septic Certification to 1304. 1305. 1306. 1400. TOTAL SETTLEMENT CHARGES (ent.r on IIn..103, Sec. J and 502. Sec. K) 1,122.50 920.00 SOLICITATION Of Sli:UER'S TAXPAYER lOENTlFl TlON JrtUM lit: SellE.. IS REQUIRED BY LAW fa ..t<VV1 THe SETTLEMENT AG"NT WITH NI$IHE QRR=T TAX,...AYI;F! IOEfrrlFICATION NUMBER, IF THE CORRECT TMPA'(ER IDENTIFICATION NUMBER IS NOT PROVIDeD. SEllER MAY ~ SU8JeCT TO CIVIl OR CRIMINAL PENALTIE91MPOSED BY v.w. ITEM E_. WHICH CONTAINS THIS INf:QRMATIQN SHOlJlO BE CHECKED FOR ACCUftl,CY, UNDeR PENAL TIES Of' PEI'tJUf:lY. I CERTIFY THAT THE 1.1,N. SI10WN IN THIS STATEMENT IS MY CORRECT TAAPAveR IDENTIFICATION NUM8ER. WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENT TO THE UNfTEO STATES ON THIS OR ANY SIMILAR ~ORM. PENAL TIES UPON CONVICTION CAN INCLUDe; A FINE AND IMPRISONMENT. FOR DETAilS seE TITLE 18 US CODe seCTIONS 1001 AND 1010. Any Interest eamed on funds deposited with Settlement Agent hereunder may be retained by s.ttIement Agent. AGREEMENT OF SALE THIS AGREEMENT is entered into this day of November, 2001, by and betWeen JOYCE R. WEISER, executrix of the estate of WALTER J. REESE, deceased, of Reading, Pennsylvania, hereinafter called the SELLER; AND ROBERT GRIGGS and BETH GRIGGS, of 115 North 46'h Street, Harrisburg, Dauphin County, Pennsylvania, hereinafter called the PURCHASER. IT IS MUTUALLY AGREED AS FOLLOWS: 1. The SELLER agrees to sell, grant and convey to the PURCHASER and the PURCHASER agrees to purchase and accept the conveyance of the real property of the decedent located at 115 North 46th Street, Harrisburg, Dauphin County, Pennsylvania, as further described in Dauphin County Deed Book _, Page _, a copy of which is attached hereto as Exhibit "A" and incorporated herein by reference. 2. The PURCHASER agrees to pay the sum of Ninety-five Thousand and no/100 ($95,000.00) Dollars to SELLER, payable in full on day of settlement and the delivery of the deed to said property to said PURCHASER. The SELLER agrees to be responsible for the PURCHASER'S closing costs in an amount equal to 3% of the purchase price. 3. The settlement shall be made at the office of Harold S. Irwin, III at 35 East High Street, Carlisle, Pennsylvania within thirty (30) days from the date hereof, at which time of settlement the SELLER shall tender to PURCHASER a deed of special warranty for the premises. Time is of the essence. " . 4. All county, township and school real estate taxes shall be prorated as of the time of final settlement and all transfer taxes (both state and local) shall be payable by the PURCHASER. 5. The PURCHASER hereby waives the formal tender of the deed if the purchase price is not paid as agreed upon above and agrees that in such case shall not be entitled to a return of any costs previously paid by PURCHASER. 6. For the performance of this agreement the parties bind themselves, their heirs, executors, administrators and assigns, as witness their hands and seals, the day and year first above written. IN WITNESS WHEREOF, we have hereunto set our hands and seals the day and year first above written. WITNESSED BY: SELLER ESTATE OF WALTER J. REESE (SEAL) JOYCE R. WEISER, Executrix PURCHASER (SEAL) ROBERT GRIGGS (SEAL) BETH GRIGGS - " . iii allfirst Allfust Financial Center N.A. ~ O. Box 900 MiIlsboro, DE 19966 March 20, 2001 Law Offices of Harold S. Irwin, III Attomey At Law Hitner House, Suites 201 and 202 35 East High Street Carlisle, PA 17013 RE: Estate of Walter J. Reese Date of Death: February 8,2001 Social Security Number: 180-09-9285 Dear Mr. Baranski: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type........................... Money Fund Alternative Account Number....................... 0098130935 Ownership {Namesof).............. WalterJ. Reese, Joyce R. Weiser Opening Date.......................... .05/22/97 Balance on Date ofDeath.........$35,676.27 Accrued Interest $ 139.29 Total................................... ....$35,815.56 2. Account Type........................... Savings Account Account Number................ ....... 87004937738763 Ownership{Namesof).............. WalterJ. Reese, Joyce R. Weiser Opening Date...........................10/26/82 Balance on Date of Death....... ..$27,968.13 Accrued Interest $ 79.31 Total................................... ....$28,047.44 , ' . Page 2 March 20, 2001 3. Account Type........................... Certificate of Deposit Account Number....................... 87008000429632 Ownership (Namesof).............. WaIterJ. Reese Opening Date.......................... .02/09/84 Balance on DateofDeath.........$1.000.00 Accrued Interest $ 21.57 Total.. ........ .......... ............... ....$1.021.57 4. Account Type........................... Certificate of Deposit Account Number....................... 87008000434784 Ownership (Names of).............. Walter J. Reese Opening Date...........................09/ 11/84 Balance on Date of Death.........$l,OOO.OO Accrued Interest $ 19.32 Total.. ......... ..... .... ............... ....$1.019.32 TIlls letter does not include any accounts in which the deceased may have been listed as power of attorney, custodian of uniform transfers, representative payee, or trustee under a written trust agreement. For any additional information on these accounts, please contact our branch at: 35-39 East King Street Shippensburg, PA 17257 Phone: (717) 532-4132 Sincerely, C/u;)lJIU Ut1J1/rh~7L Charlene Warrington, Assistant III (302) 934-2722 t"IWayRRi!lt LOOK FOR US. WE'LL GET YOU THERE. MARCH 20, 2001 HAROLD S IRWIN III HITNER HOUSE SUITES 201 20235 E HIGH ST CARLISLE PA 17013 The information which you requested on the W ALTER REESE DECEASED (Social Security Number 180-09-9285) is as follows. Date Opened 102899 616007473 616025414 CERTIFICATE CERTIFICATE 052880 032982 50527.45 76465.35 275.12 379.10 50802.57 76844.45 TRU TRU Account Nurnber(s) 603020903 Class of Account CHECKING Principal Balance 33222.01 Accrued interest 29.16 Balance at Date of Death 33251.17 Account Ownership Name of Joint Owner, if any JTO JOYCE WEISER Date Ownership Was Established 102899 052880 032982 Additional Information Requested PLEASE COMPLETE W-9 S~elY' KathX~Y::t Senior Services Rep_ P.O. BOX 1711. HARRISBURG. PeNNSYlVANIA 17105-1711 Toll Free I-B66-WAYPOINT (I-B66-929-7646) . www.waypolntbank.com " , ~ P.O. Box 7899 Philadelphia, PA 19101-7899 Mellon Bank March 27, 2001 Harold S. Irwin, III Himer House, Suites 201 and 202 35 East High Street Carlisle, PA 17013 Attn: John J Baranski Jr Estate Of Walter J Reese Date of Death: 02/08/2001 SSN 180-09-9285 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedents name as of hislher date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. Sincerely, Mellon Bank, N.A. Deposit Support Services 199-5355 Page 1 of 2 . " , I/l) Mellon Bank Tuesday, March 27,2001 Account Number Account Title 00157637 Walter J Reese Or Joyce R Weiser Date Opened: 05/04/1999 Principal Sal Intfrom Last as of DOD Posting to DOD $12,483.82 $727.03 Account Type: TO Account Bal YTD Int to as of DOD DOD $13,210.85 $43.91 Page 2 of 2 , . , air- OWN BANK TO: Harold S. Irwin, III Hitner House, Suites 201-202 35 East High Street Carlisle, PA 17013 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Walter J. Reese DECEASED DATE OF DEATH: February 8. 2001 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 103210193 Walter J. Reese 01-05-99 10,162.20 3.41 Joyce R. Weiser 103000835 Walter J. Reese 03-04-99 2,788.62 .17 Joyce R. Weiser (2) SAVINGS ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 5030062045 Walter J. Reese 12-03-98 Joyce R. Weiser DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 11,526.91 10.23 Date: 03-16-01 By: Wendy Bullock PO Box 250. 5hippensburg, PA 17257 . (717) 532-6114. (717) 532-4143 Fax. www.orrstown.com 11/0S/01 12:09 fAX I~G F.H #4 ~002 .. .'-'" I, ING .It> MINOT SERVICE CENTER November 8, 200 I VIA FAX: 717/243-9200 ATTN: Hal Re: Helen Reese, deceased ReliaStar Life Insurance Company Annuity Policy Number: 2A02369030 Dear Hal: Per your request the date of death value of February 8,2001 for Walter Reese was $60,950.34. We do reauest a photocopv of Walter Reese' death certificate. I noticed it was not in the file. Please have the ExecutorlExecutrix of the Estate of Walter Reese, complete the attached Claimant Statement and W-4P, (signing as ie: 'Jane Doe, Executrix ofthe Estate of John Doe'). Also, where it lists tax id under 'Part I-Claimant's Identification of the Claimant's Statement and on W-4P, please list the Tax ID number assigned to the Estate of Walter Reese. If none has been assigned, please list Walter Reese's social security number. Please return a copy of the documentation desilZI1ating who is the ExecutorlExecutrix of the Estate of Walter Reese. If you have any questions, please do not hesitate to contact our Claims Department at 1-877-884-5050 between the hours of 8:00 a.m. and 5:00 p.m. CST. Sincerely, Cf~'~ Jill M. Isaacson Claims Examiner P.O. Box 5050 Minot, ND 58702.5050 Toll Free: Sn.S84.5050 RcliaStar Life Insurance Company TTV: 888.222.1735 :;ervicccentcr@reliastar.com