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Home My WebLink About01-0355Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Barbara B. Jung No. 02~ "' d ~ - 3~~ also known as ,Deceased Social Security No. 182-22-7841 PMflbrls), Ww Wry U 7~rs d aP s a1dr, aoply(i~s) lay.. (COMPLETE "A" OR 'B" BELOW:) [~ A. Probate and Grant of Letters and aver that Petitioner(s) is the executor named in the Last Will of the Decedent, dated October 25. 1995 and codicil(s) dated (None) 9tala ralavat airpnsfaneaa, ay., wiandatlon, Aaa111 d mew, ata. Except as tolk)ws, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions B. Grant of Letters of Administration (C.LL, IDJI.C1.i.: pandnaa Ka: ~r~ aaaaiaa; Allaeta aiwkab) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if Decedent, then 73 years of age, died March 28. 2001, at Polyclinic Hospital (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ............................. $ $400.000 (If not domiciled in PA) Personal property in Pennsylvania ................... $ (If not domiciled in PA) Personal property in County ........................ $ Value of real estate in Pennsylvania ............................................. $ $160.000 Total ............... $ Real Estate situated as follows: 431 Black Latch Lane. Camp Hill. PA 17011 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Si natur T ed or rinted name and residence John B. Jun ..r ... v PA 17011 Fom~RW-t P~p~1d2 (W~ghin Casty-R~v. A97) ~h- a tea- y Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 431 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(p~ and that, as perso~l representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate accordi g torFaylr. Sworn to and affirrned and subscribed before me this ~ day of 2001. DECREE OF REGISTER Estate of Barbara B. Juno Deceased No. 21-01-355 also known as Social Security No: 182-22-7841 Date of Death: March 28. 2001 AND NOW, APRIL 5 , 2001, in consideration of the Petiti_cn on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary !] of Administration (e.t.a.; dbr.el; paMM~ Nr, dumb ~bw/ia; duant~ ein~I1W) are hereby granted to John B. Jung in the above estate and that the instrument(s), if any, dated October 25. 1995 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ 375.00 yYJ/L'~1i ~ ~~uce ~. ~Ll._~~,~~ ~~ Register of Willa Short Certificate(s)........ $ 9.00 Ren~xnciation .................. $ Affidavit ( ) ................. $ Extra Pages (12)............ $ 36.00 Codicil .......................... $ JCP Fee ........................ $ 5. oo Attorney: Elyse E. Rogers ~; Inventory & Tax Forms... $ i.D. No: 41274 Other ............................ $ Address: 415 Fallowfield Road, Suite 102 Camp Hill, PA 17011 TOTAL ................ $ 425.00 Telephone: 717-612-5801 DATE FILED: APRIL 5, 2001 MAILED LETTERS TO ATTORNEY APRIL 5, 2001 ~105 R05 RF,V 9BC This is to certify 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 State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 ~L~iti .~ Local Registrar P 7295409 No. MAR 3 0 2001 Date R•r ~~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS CERTIFICATE OF DEATH SW F FrIE MIMBFR NAME OF OECEOENi IfnB. Mr00y. Lasl SE% SOCUIL SECURITY NUMBER DRE Of DERN,M«an, +• Barbara B. Jun °iy"ar' 8 ~. female s. 182 - 22 - 7841 •• (Y~Q~ c a ~ Oo/ AOE (Carl BiroWSYI UNDER 1 YEAR tNnER f DAY DRE OF BBRH BO,THPLACE IC+y an0 PLACE Of OERN (Cnsca arwy ons - ,es nrnrudms en aTm srOSl Morsns ~ Osya H«wa = MYrN•a !~^o'. OaY. ''ra•rl Star «FUepn CarrMry, ~~„K: 73 rr. ~ Februar 15 TIER: a y T. Harrisbur PA lwMr.a ~ Ew°~"°""n, G °°" O ' ~„~ O R«e.K. ^ fs°tlwo«'+YI ^ COUNTY OF DEAN CRY . TWP Of DEATH fACA.ITY NAME IM n« wrNUian. giw,b••I ano rwmp,n rit8 DECEDENT OF HLSPANIC OIIIOINT RACE. ~MAmsrresn Yralsn, BYd6 WM•. alt. k ; n . No.~-r~ s btir ... ~ : n ~ P. ~-a ~ Na® Y..oMYK «MU/F Qdsn. MSareSn. PrrRB Rksn, •b whit e DECEDENT'S USUAL OCCURQIDN %7ND OF BUSIHESS•NDUSTRY NNS DE DE EVER W ~' 10. DECEDENT'S EDUCATION +q MARITAL STRU8 • MarrW a kMYaFN~CO nOO^•ol w~i wfr•~) u.s. ARMED FORCEST Nw•r MmiW. NRdor•0. SURYIYBKi spOUSE YW ^ No ^ EMm•M•MSsc«rOMy c•aw• Dnac•OISOacM Ia a.M. qr• maryn rrrrr.l Homemaker „", Domestic ,_ ,o IDrA 2 Il•«s,f ~~ Married „John B. Jun ~+DECEDENT"wLr,DA°°RES°yr...c"~'a"'r°c°°`I ~cuµ"'B „•.s~ Pennsylvania 431 Blacklatch Lane RESwEN~ ~~ 1T~•~ MS.Oac•OarSB+WS. Lower Allen 1wTp. ,~ Camp Hill, PA 17011 °^ Cumberland + "• +~ ,TS. ns.(] rr•~rSrapuYlYrrasa FRIERS NAME (FS,,, MitlOls, LasB MOTHER'S NAME (Fral. MdQS. Martian Swrrrtr) Paul Jerome Baum ardner , Helen Dicke F•FORMANT'S NAME (iypWrinB John B. Jung METNOp of DISPCS,TION wFDluuNr6 MAIUNO AOOIESOISSSSI, Cilylrown, SISM, Zp COOS) 431 Blacklatch Lane, Camp Hill, PA 17011 rtA DRE aF d3-ofilrlON PLACE OF aBPOBtTIDN • Nams a Csrnasry, cramMOry LOORION • c BrrIM^ CrSmMion lCl Rsrawal lr•r Slar•^ .OSy, USr) «dMrPyp aWfawrL Sfab, DpCOOa °""'""~ °tli"B°"'"` ~ FERAL March 30, 2001 ,a Con-O-Cite Crematory Schaefferstown PA 17088 °RPERSONACT1N6/8S1C" r' ~ LIC~NSENUM~R ""LEA"DAOORESSOfFACAm Parthemore FH & CS Inc , . - .FD 012 848 L m.P.O. Box 431 New Cumberland P 7 70-0 `~~•. O•~ occurrW u IM om• 0•n ana pace erarW ~ ~ ~'~ 1 quOSrr is np •Ya•a01 7~4~ P a1 IrM a OWn b anOFuuss a OaM. r . . LICENSE NUMBER ORE SgNED (Ltor~. Dq'. Yarl ~~ E•-?i naHl a ~Mb pY OF DERV parswrMrpr«reness OSNn. ~. ONE PRONOUNCED DEAD (MOMn. pay. hlni T•LS CASE REFERREDTO ME E%AMINERICORONER7 " by FD ,„~. .. P M. n. Q ~ M w.~ ET. p111'T U Erasr rn• OfMSNS, irr(reraa «compacMpr.•ricn aus•O IM Oaarn. Oo na •rcsr Or nrOS 0101rrB. arnr as CarOiac «rapuarry urw, shock «MVr /aiNn•. LiY a^M aM CYr•«I •acA arr. IAppoainW PART M: OBrr sipn7kaM a«rAll«rs aOnBBrASrpbtlMin 0a1 BIYEOMTl CAUS[lFrw ^ . , r r / rwraYrB ti Ors rSraSrpYrB enM 0-r•n ti RL,TT I. onaalaM daNn WSSSS «c«wswn r v I //~ raauirpn Oaaarl-- a. l /~ f'~' ; i • ~ ! ^ J ~ri // ~ OUE TO(OR AS A CONSEO~IENCE Ofl: . i --T SSvHMraM aw c«rdsorr e. y•SF~rsdtrq birrsrrsdfar• OUE Ib(OR ASACONSEOUENCE OFl: ; ~. carrss. Fssr 1BOfMYS1O Y a I i OUE TO(OR ASACONSEOUENCE OF): SSLrrpnoaSnlLAfT -.-.. ' O. WAS AN AUTOPSY WERE AUIOp$Y FMWBq$ MANNER OF DEATH PERFORME07 A1sULABLE PRgq TO COaW DATE OFIWURV TIME DFIILIURY IWURYR WORKT pE 0a Mar SCRIBE HOWINJURY OCCURRED. IManft 1 LE11pN OFCAUSE ® OF DERM7 Nsrrral . ~ ^ Y AociO,rs ^ Pan Onq S•r••19sr~ ^ Nla ^ NO ^ w D N•Ipy Y•s ^ N• O sra~le. ^ CouWrrorlral«n«r0 ^ M• PIACE OF BLIURY - M none farm Rra•1 la«ory olEC• O IBS. 2BS. M . , , , L CRION ISb•sL Csy/fo•nr, Sdy . wc. rSp•cM) OERTIFIEII ICn•clr crYy on•f ~- 70f. •Te 1W WM PHYSICIAN (Pnytrran crWyrq teaks d Osgn vn•n arwrMr Onvsc.an MS «anwnCp seen aro camp•ieo uan YJI SIONQURE AND TITLE OF CERTIFIER nyr MraM'UOW, WStlr•ccWnOOwbBr uw•(si and marrrr•ru SrW ..................................................... ~ 1/a . '1MONOUNCINO AND CERTIFYING /NYSICIANI LICENSE R ORE S%LNED ,DSy. lbarl Ta IW 0•a a r kro p'n'cra" DoSi JroriourK'n9 eO••' arw csMynq r` ease a aeaNl O~ _ ~ ~ ~ -~ -y Y +d•00•. OSaIA oecwrad a, tlr IMr, Oar, arq place and Ow Io IM taus. s and m . anmr o at•I.O ....................... ~ Ole. 7f / •YEDN:AL E%AMINER/CORONER NAME AND AOO/IESS OF PERSON WHO CCVJpLETEO CAUSE OF N (Item 2T Tyq «priRl OR Nrs Weis o, Sa•minallon SrrNOr Imas,lyation, M my opfnron, Oullr oewrr•d RrSnnSF u slat.d ................................................ et II ~~1 A al,W Ilms, Oa,s, and plat., an0 due b IM eau•e(q aM ~+.~ ~/A-i~ ~ D ~ V G~ ~ ~ v .. .. a. RE 'S SpNAT ANON ' ~ ' r ................................ ~ ... ........ u. 1S N. ~ S~ -/rK.G1 ~~~! ~' ~ o/ ~'+ - 1T. / DATE FILED (MOryn. Day Iran >•. ~ ~ ~ ~ ~ ~(~ ¶ ¶ ~. !- cs t - 355' OF BARBARA B. JUNG I, BARBARA B. JUNG, of Lower Allen Township, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direct the Executor to pay the expenses of my last illness and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM III: I specifically decline to exercise the Power of Appointment contained in the Last Will and Testament of my husband, JOHN B. JUNG. ITEM IV: If I die before my husband, JOHN B. JUNG, I give to him all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon. If I Page 1 ~~~ do not die before my husband, I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any subsequent discovered list shall be ignored. I give to my children living at the time of my death any tangible personal property not set forth in a written list, to be divided among them as they shall agree. If my children are unable to agree, the Executor shall divide this property among my children in as nearly equal portions as the Executor, in the sole discretion of the Executor, deems practical, having due regard to the personal preferences of my children. ITEM V: I give the residue of my estate, not disposed of in the preceding portions of this Will, as follows: (a) To my husband, JOHN B. JUNG, as Trustee, IN TRUST, to be administered and distributed as provided in ITEM VI, a fraction of my residuary estate. The numerator shall be a sum equal to the largest amount that can pass free of Federal estate tax under my Will by reason of the unified credit and the state death tax credit (provided that the use of this credit does not require an increase in state death taxes) allowable to my estate but no other credit and after taking account of dispositions under other items of this Will and property passing outside of this Will which do not qualify for the marital or charitable deduction and after taking account of charges to principal that are not allowed as deductions in computing my Federal estate tax. The denominator shall be the value of my residuary estate. For purposes of establishing this fraction, the values finally fixed in the Federal estate tax proceeding relating to my estate shall Page 2 be used. I recognize that the numerator of such fraction may be zero (0), in which case no property shall pass to this Trust. I also recognize that the numerator may be affected by the action of the Executor in exercising certain tax elections. (b) The balance of my residuary estate shall be paid to my husband, JOHN B. JUNG, if he survives me. If he does not survive me, this portion of my estate shall be added to the Trust funded pursuant to subsection (a) and shall be administered and distributed as provided in ITEM VI. ITEM VI: The following provisions shall apply to the Trust established under ITEM V(a), which shall be known as "Trust A": (a) The Trustee shall pay the net income arising from the principal of this Trust in convenient, at least annual, installments to my husband, JOHN B. JUNG, during his lifetime. (b) During the lifetime of my husband, the Trustee shall pay to or for his benefit so much of the principal of this Trust as may be necessary, in the sole discretion of the Trustee, for the proper support, maintenance and medical care of my husband. (c) Upon the death of my husband, the Trustee shall convey and pay over all of the remaining assets, to one or all, or less than all of my issue (and for the purpose hereof, an adopted child shall be considered to be the child of the adopting parent), in such amounts or proportions, and in such lawful interest or estates, whether absolutely or in trust, as my said husband may have directed, either by Page 3 instrument filed with the Trustee during his lifetime exercising this Power of Appointment or by his Last Will and Testament. In no event may this Power of Appointment be exercised in favor of my said husband, his estate or creditors of either. (d) If this Power of Appointment is for any reason not exercised by my husband, upon the death of my husband, or upon my death if he fails to survive me, the Trustee shall divide the principal and any accretions thereto and any accumulations of income into as many equal parts as there are then living children of mine and then deceased children of mine represented by then living issue. The Trustee shall pay one share to my daughter, LINDA L. JUNG, if living, one share to my son, JOHN B. JUNG, JR., if living, shall hold the share for my son, ANDREW P. JUNG, in trust, to be administered and distributed as provided in ITEM VII, and shall hold one share as a separate trust for the benefit of the issue of each deceased child, per stirpes. (e) In each Trust established for the benefit of the issue of a deceased child of mine, the Trustee shall quarterly pay the net income to or for the benefit of the issue of such deceased child, per stirpes, living at each time of quarterly distribution; as soon as any one of said issue attains the age of twenty-one (21) years, and in no event later than twenty (20) years following the death of the survivor of my husband and me, the Trustee shall pay over all of the then assets in the Trust to the then living issue of my deceased child, per stirpes. Page 4 (f) If at any time before final distribution of the assets of any of the Trusts established for issue of deceased children, there are no living beneficiaries of said Trust, the Trust shall terminate, and its assets shall be paid to my then living issue, per stirpes. Provided, however, that if there is then in existence any Trust created hereunder for the benefit of such issue, the assets which would have been paid to such issue shall be added to the principal of the Trust established for the benefit of such issue. ARTICLE VII: The following provisions shall apply to the separate Trust established for the benefit of my son, ANDREW P. JUNG: (a) The Trustee shall pay the net income arising from the principal of this Trust in convenient, at least annual, installments to my son, ANDREW P. JUNG, during his lifetime. (b) During the lifetime of my son, ANDREW P. JUNG, the Trustee shall pay to or for the benefit of my son so much of the principal of this Trust as may be necessary, in the sole discretion of the Trustee, for the proper support, maintenance, medical care and college or higher education of my son. (c) Upon the death of my son, ANDREW P. JUNG, or upon my death if he predeceases me, the then remaining principal shall be divided into as many equal shares as there are then living children of my son and then deceased children of my son represented by then living issue. The Trustee shall pay one share to each of his then living children and shall pay one share to the then living issue of each of his deceased children, per stirpes. Page 5 ^ (d) This Trust may be terminated at any time by the mutual consent of my children, JOHN B. JUNG, JR. and LINDA L. JUNG, or by the survivor of them. If they elect to terminate this Trust during the life of my son, ANDREW P. JUNG, the Trustee shall, upon termination of the Trust, distribute all assets of the Trust to my son, ANDREW P. JUNG. If the~Trust terminates after the death of my son, ANDREW P. JUNG, the Trustee shall distribute the assets of the Trust to the then living issue of ANDREW P. JUNG, per stirpes. In default of such issue, assets of the Trust shall be distributed to my then living issue, per stirpes. ITEM VIII: No part of the income or principal of any Trust created by this Will shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or her actual receipt of income or principal distributed. The Trustee shall pay the net income and the principal to the beneficiaries specified by me, as their interests may appear, without regard to any attempted anticipation, pledging or assignment, and without regard to any claim or attempted levy, attachment, seizure or other process against the beneficiary. ITEM IX: The Executor and the Trustee shall each possess the following powers, each of which may be exercised in a fiduciary capacity only: (a) To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor or Trustee. (b) To vary investments, and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, Page 6 ~' real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) In order to divide the principal of a Trust or for any other purpose, including final distributions, the Executor and Trustee are authorized to divide and distribute personal property and real property, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor and Trustee are each authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale real and personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale(s). The Executor and Trustee are authorized to execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to any of the power conferred upon the Executor and Trustee. (e) To mortgage real estate, and to make leases of real estate. (f) To borrow money from any person, including the Executor or Trustee, to pay indebtedness of mine or of my estate, Page 7 expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate or any Trust established by this Will. (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate or any Trust established under this Will. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as the Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate or any Trust established under this Will, and to exercise all the powers incident to the ownership of stock. (j) To unite with other owners of property similar to property in my estate to carry out plans for the reorganization of any company whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under athird-party beneficiary contract. Page 8 ~~ / (1) To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor or Trustee deems appropriate, and to compensate these persons from assets of my estate or trust, without affecting the compensation to which the Executor and Trustee are entitled. (n) To divide any Trust created in this Will into two or more separate Trusts so that inclusion ratio for purposes of the generation- skipping transfer tax shall be either zero or one, in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the separate Trusts, or for any other reason. (o) To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of the estate and Trusts established under this Will.. ITEM X: The Trustee is authorized to distribute principal and/or income in any one or more of the following ways if the Trustee, in the sole discretion of the Trustee, considers the beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary is under a legal disability: (a) Directly to the beneficiary; (b) To the Legal Guardian or Conservator of the beneficiary; Page 9 (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minors Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of the beneficiary, to be expended by that relative for the benefit of the beneficiary; or (e) By directly applying distributions for the benefit of the beneficiary. ITEM XI: Any person who has died at the same time as I have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM XII: I appoint my husband, JOHN B. JUNG, to be the Executor. In the event of his death, inability or refusal to serve as Executor or Trustee, I appoint my son, JOHN B. JUNG, JR., to serve as Executor, Trustee, or both. The Executor and Trustee are specifically relieved from the obligation of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding nine (9) pages, at the end of each page of which I have also set my initials for greater security and better identification this o? 5' day of (~i ~ '~ ~ c.F~/", 19 /~'.S G~ ~ • (SEAL) BARBARA B. JUNG We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. - ~, EAL) ~; (SEAL) Residing at (0(3(x' l~ Res' ding at ~ as'_3 Residing at ~ ~~-c~ --P-~lit ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~- ~~~~-~ SS: I, BARBARA B. JUNG, Testatrix, 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 and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. BARBARA B. JUNG Sworn to and subscribed before me this ~~ day of Cpc~~, 1915. ~~ ~ ~ N ary Public My Commission Expires: (SEAL) Notarial Seal Nancy L. Taylor, Notary Public Franklin Twp., York County My Commission Expires Jan. 10, 1999 Member, Pennsylvania Assaiafion of Notaries AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ,~cu~rc~ SS: _ We, G c~r~nU ~• ~~ /~~~~c.~(- G~~~r and ~ ,S ~ ~ S ,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 Testatrix, BARBARA B. JUNG, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~~ U / Witnes Witness Witness Sworn to and subscribed before me this ~S~ day of ~G~~ 191~~ ~~~~ ~ tary Pub My Commission Expires: (SEAL Notarial Seal Nancy L. Taylor, Notary Public Franklin Twp., York County My Commission Expires Jan. 10, 1999 Member, Pennsylvania Association of Notaries 40171 1 ~. ~/ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Barbara B. Junco Date of Death: March 28, 2001 Will No. To the Register: Admin. No. 2001-00355 I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules -was served on or mailed to the following beneficiaries of the above-captioned estate on ~ ~ ~.~~ i Name Address John B. Jung 431 Blacklatch Lane Camp Hill PA 1701 1 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: ~ ~ ~ ~'~ ~ ~ ~ Signatur Elyse E. Rogers, Esquire Name 415 Fallowfield Road, Suite 102 Camp Hill, PA 1701 1 Address (717) 612-5801 Telephone Capacity: Personal Representative `' `~ ~-=• X Counsel for Personal Representative Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Barbara B. Jung also known as No. 21-01-0355 Date of Death 03/28/01 Deceased Social Security No. 182-22-7841 John B. Jung Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: ~ Elyse E. Rogers I.D. No.: 41274 Address 415 Fallowfield Road, Suite 301, Camp Hill, PA 17011 Telephone: 717-612-5801 DESCRIPTION See attached sheets. Personal Regpresen ive John B. Jun Dated:_ C.~ VALUE :~C = t~ . C7 ~' ' ~ ' ~' ~~^ G'~ - n ' ~~ J _. `rJ `r) ~ + ~ -* $737,573.49 (Attach Additional Sheets If Necessary) NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, atthe election ofthe personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Forth RW-7 (Dauphin Counly) -Rev. 9/92 11927_1 Description Checking Accounts Mellon Bank #262-109-3240 2.20 Value Money Market Accounts Scott & Stringfellow Acct #21021027 Mutual Funds American Century #021-001182272 Corporate Bonds Coca-Cola Enterprises 9/30/09 1,056.88 33,056.02 Ford Motor Cr Co 5/15/12 31.85 11,766.18 JP Morgan & Co 10/1/10 1,069.38 31,069.38 MBNA Master Credit Card 11/17/08 2.35 1,028.57 Merrill Lynch Non-Callable 2/1/2 63.33 5,187.72 Metro Washington Airports 10/1/1 154.87 5,202.32 Texaco Capital Non-Callable 12/1/8 463.13 25,011.66 York PA Ser 95 A Taxable 2/1/8 152.00 15,064.50 Federal Notes and Bonds FHLMC #140009 12/1/03 82.19 16,914.77 FHLMC #211906 First Federal 7/1/1 3.27 465.65 FHLMC #213393 Alliance Mort. 10/1/1 4.68 666.00 FHLMC #214387 Security 12/1/1 27.83 4,169.43 FHLMC #251304 7~ 11/1/1 24.65 4,715.83 FHLMC #294260 First West 6/1/17 11.48 1,930.58 FHLMC 200063 8.5$ 1/1/2 6.50 1,038.41 Inventory Estate of Barbara B. Jung From 03/28/2001 To 03/28/2001 Accrued Income Total 5,599.15 97,671.76 12,397.37 127,386.55 10:09 - 1 - Inventory Estate of Barbara B. Jung From 03/28/2001 To 03/28/2001 Description Accrued Income FHLMC 211773 9~ 6/1/1 1.95 FHLMC 220005 8.75 4/1/01 19.32 FHLMC FH#181727 8~ 6/1/7 33.70 FHLMC Gold #D12424 7/1/06 33.60 FHLMC Remic 1051 E 3/15/21 27.68 FHLMC Remic 1421) 6~ 11/15/22 0.24 FNMA REMIC 1989-35 G 7/25/19 51.63 FNMA Remic G94-1 G 7$ 6/25/22 7.40 FannieMae 2/24/14 60.54 Fed Natl Mtg Ass Pool 041868 2/1/2 7.02 Fed. Natl Mtg Assn #300972 12/1/1 139.35 Federal Home Loan Bank 12/23/03 412.33 Federal Home Loan Mtg #298033 1/1/9 4.70 Federal Home Loan Mtg Corp 3/3/8 116.32 Federal Home Loan Mtg Corp 9/15/08 339.44 Federal Nat Mtg Assn #288111 9/1/4 17.43 Fedl Home Ln Mtg 170204 11/1/16 2.15 Fedl Home Ln Mtg 278230 7/1/16 5.47 Fedl Home Ln Mtg 303561 1/1/17 10.45 Fedl Home Ln Mtg 309517 4/1/17 5.71 Fedl Home Ln Mtg Corp #180111 1/1/8 20.83 Fedl Home Ln Mtg Corp #181965 7/1/9 19.64 Fedl Home Ln Mtg Corp #200067 2/1/2 9.80 Value 292.39 2,974.17 5,845.24 5,654.10 5,357.89 52.20 7,817.84 1,417.83 9,943.73 1,268.90 23,581.22 25,506.08 828.95 25,116.32 2,123.44 3,638.70 338.79 879.30 1,726.20 840.21 3,609.26 3,810.63 1,771.98 Total 10:09 - 2 - Inventory Estate of Barbara B. Jung • From 03/28/2001 To 03/28/2001 D escription Accrued Income Fedl Home Ln Mtg Corp 181863 8/1/4 5.98 Fedl Home Ln Mtg Corp 274660 7/1/16 1.44 Fedl Home Ln Mtg Corp 544704 1/1/20 0.82 Fedl Home Ln Mtg Crp 450212 12/1/17 20.61 Freddie Mac 6 ~ 3/3/05 104.17 GNMA #234373 5/15/20 15.74 GNMA Pool #14 668 2/15/07 30.94 GNMA Pool 102 639 9/15/13 1.59 Govt Natl Mtg Assn 000380 8/20/15 4.31 Govt Natl Mtg Assn 001281 10/20/4 7.32 Govt Natl Mtg Assn 001399 5/20/20 6.22 Govt Natl Mtg Assn 003752 9/15/04 0.91 Govt Natl Mtg Assn 004243 9/15/04 1.43 Govt Natl Mtg Assn 004613 12/15/04 2.22 Govt Natl Mtg Assn 006043 3/15/05 3.37 Govt Natl Mtg Assn 006775 12/15/5 11.37 Govt Natl Mtg Assn 012431 11/15/6 3.19 Govt Natl Mtg Assn 023067 2/15/08 11.61 Govt Natl Mtg Assn 026957 6/15/09 5.56 Govt Natl Mtg Assn 029028 10/15/09 20.40 Govt Natl Mtg Assn 030198 9/15/09 19.44 Govt Natl Mtg Assn 032418 5/15/09 15.45 Govt Natl Mtg Assn 034006 8/15/09 10.99 Value 1,232.07 227.09 127.45 4,020.26 25,104.17 2,318.39 5,690.21 203.95 579.29 1,135.55 945.10 146.86 238.91 344.73 549.47 1,851.07 554.93 2,031.35 842.64 3,093.49 2,948.17 2,437.57 1,666.44 Total 10:09 - 3 - Inventory Estate of Barbara B. Jung From 03/28/2001 To 03/28/2001 Description Accrued Income Value Govt Natl Mtg Assn 034466 11/15/09 7.35 1,115.01 Govt Natl Mtg Assn 040018 6/15/10 7.06 873.87 Govt Natl Mtg Assn 040924 5/15/10 4.09 506.24 Govt Natl Mtg Assn 050813 6/15/12 7.85 852.42 Govt Natl Mtg Assn 050816 11/15/11 9.30 939.50 Govt Natl Mtg Assn 052876 11/15/11 3.70 361.13 Govt Natl Mtg Assn 054148 1/15/12 0.42 42.36 Govt Natl Mtg Assn 059504 1/15/13 2.69 351.15 Govt Natl Mtg Assn 065399 05/15/13 7.31 952.51 Govt Natl Mtg Assn 101669 9/15/13 8.16 1,013.84 Govt Natl Mtg Assn 113368 7/15/14 2.96 347.97 Govt Natl Mtg Assn 169897 6/15/16 8.23 1,310.77 Govt Natl Mtg Assn 224039 7/15/2 49.32 8,378.88 VA Hsg Dev Auth Multi-Fam 5/1/6 383.83 10,776.06 VHDA Commonwealth Mtg 10/1/14 983.33 27,328.44 VHDA Multi -Family Hsg Bnd 5/1/1 265.42 10,263.31 Residences 431 Blacklatch Lane, Camp Hill, PA Miscellaneous Property 2000 Sable StationWagon 16,500.00 Total 288,018.66 190,000.00 10:09 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 1 28-0 601 RECEIVED FROM: ROGERS ELYSE E 3401 NORTH FRONT STREET P 0 BOX 5950 HARRISBURG, PA 1 71 1 0-0950 fold PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX111-961 N0. CD 000700 ACN ASSESSMENT AMOUNT CONTROL NUMBER ESTATE INFORMATION: SSN: ~ 82-22-7841 FILE NUMBER: 21-2001- 0355 DECEDENT NAME: JUNG BARBARA B DATE OF PAYMENT: 12/27/2001 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 03/28/2001 REMARKS: ELYSE E ROGERS ESQ CHECK# 1012 SEAL 101 ~ 59,493.52 TOTAL AMOUNT PAID: INITIALS: DO RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS 59,493.52 REGISTER OF WILLS HEATH L. ALLEN N. DAVID RAHAL CHARLES W. RUBENDALL II ROBERT L. WELDON EUGENE E. PEPINSKY, JR. JOHN H. ENOS III GARY E. FRENCH DONNA S. WELDON BRADFORD DORRANCE JEFFREY S. STOKES ROBERT R. CHURCH STEPHEN L.GROSE R. SCOTT SHEARER WAYNE M. PECHT ELYSE E. ROGERS DONALD M. LEWISIII BRIDGET M. WHITLEY CRAIG A. LONGYEAR JOHN A. FEICHTEL ANN McGEE CARBON ELIZABETH J. GOLDSTEIN BARBARA A. GALL KEEPER WOOD ALLEN &RAHAL, LLP ESTABLISHEDiNl878 415 FALLOWFIELD ROAD, SUITE 102 OF COUNSEL: CAMP HILL, PA 1701 I-4906 SAMUEL C. HARRY PHONE (7171 612-5800 HARRISBURG OFFICE: FAX (7171 612-5805 210 WALNUT STREET HARRISBURG, PA 17101 EIN No. 23-0716135 PHONE 17171 255-8000 FAX 17171 255-8050 December 28, 2001 WRITER'S DIRECT DIAL: 717-612-5801 erogers@keeferwood.com Via: Hand Delivery Cumberland County Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Barbara B. Jung File #21-01-0355 Dear Sir/Madam: Enclosed herewith for filing please find the following: 1. Pennsylvania Inheritance Tax Return (filed in duplicate;) 2. Inventory; 3. Copy of Form 706; 4. Check in the amount of $37.00 in payment of your filing fee; 5. Check in the amount of $9,493.52 in payment of tax due. Kindly acknowledge receipt of these documents by time-stamping the enclosed copy of this letter and returning it to our office. Thank you. Sincerely yours, ~? ~~ ~ ~ Elyse E. Rogers EER/cds 90510 Enclosure REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN FILE NUMBER RESIDENT DECEDENT 21 SOCIAL SECURITY NUMBER J ,Barbara B. DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) DENT 03J28/Ol 02/15/1928 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE I Junes. John B. 1. Original Return 2. Supplemental Return CHECK APPRO- 4. Limited Estate 4a. wture mrerast compromise (tlate of death aver 12-12-a2) PRIATE 6. Decedent Died Testate (Atlazhcopy of Will) 7. Decedent Maintained a Living Trust P i i u a y S h BLOCKS 9. ceeds Received lO. Cretli (date of death between Pa p o set e l t2-31-91 and 1-1-95) NAME COR- El se E. ers, Es RE- FIRM NAME (If Applicable) SPON Keefer Wood Allen & DENT TELEPHONE NUMBER 717-612-5801 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Heltl Comoration, PaMership or Bale-PropdaWrship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous.Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) Separate Billing Requested RECA- PITULA- TION 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 318-20-8337 3. Remainder Return n (date of death prior to 12-13-82) tLryy 5. Federal Estate Tax Return Required 1 8. Total Number of Safe Deposit Boxes 11. Election to [az untler Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 415 Fallowfield Road Suite 301 CarfP Hill, PA 17011 (2) 427, 802 8~ o (3) ~~ n (a) None hl (5) (6) 119,770:91 ..t No17e `_; (7) 24,157.96 i,r ,~ 6. Total Gross Assets (total Lines 1-7) (8) 761, 731.45 9. Funeral Expenses & Administrative Costs (schedule N) (9) 15, 441.59 10. Debra of oecadam, Modgage uabirtiea, a liana (sonaame I) (10) 17, 714.58 11. Total Deduetlons (total Lines 9 & 10) (11) 33, 156.17 12. Net Value of Estate (Line 8 minus Line 11) (12) 728, 575.28 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) 309, 047 .32 has not been made (Schedule J) 14. Net Value SubJect to Tax (Line 12 minus Line 13) _ (14) 419, 527.96 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 1d texeple at the spousal tax rate. ort2nsfers under Sec. 9116 (a)(1.2) 208,560.96 X.0 Q (15) O.UO 16. Amours of Line t4 taxable at lineal rate 210,967.00 X.0 45 (16) 9,493.52 .~~ COMPU- 17. Amount of Linetdtexableatsiblingrate 0.00 X.12 (17) O.UU TATION 18. Amount of Line t4 taxable at collateral rate ~.0~ X-15 (18) 0.04 19. Tax Due (19) 9, 493.52 20. ~ CHECK HEREIF YOU AR£iR£GUESTtNQ A RE~'ilNFS OF AN OtiERPAYM£t£f`: OFFICIAL.USE ONLY 2001 0355 -22-7841 0 PA75001 NTF 29]55 Copyhpht 2000 GreatlanNNelco LP - Fonns Software Only PA REV-1500 EX (6-00) (8) Decedent's Com late Adtlress: STREET ADDRESS 431 Blacklatch Lane CITV STATE ZIP Hill PA 17011-8416 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A+B+C) (2) 3. InteresVPenalty if applicable p, Interest E. Penalty Total InteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Llne 20 to request a refund 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. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT J,YJJ. JL Page 2 00 0.00 (4) (5) 9, 493.52 (5A) 0.00 (5B) 9, 493.52 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................... . 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. Under penalties f perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and lef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of wfiich arer a an knowled e. SIGNATURE O ER RES SIBLE R FILING RETURN DATE SIGNS OF PREPR13ER OT R TH R, PRESENTATIVE /~ /~C ' O / ADDRESS 415 Fall field Road, uite 301, ~attW Hill, PA 17011 For Gates of aeatn on or aver duty \, ta9a eno pelpre January i, tnuo, me tax rate imposes on ma ner valve et nansers w ur ra, u,n usn u, me surv,wny spouse rs ovo 172 P.S. ®9116 (a)11.1) (i)I. For tlates of tleath on or sitar January 1, 1995, the tax rate is imposetl on the net value of transfers to or for the use of the surviving spouse is 0% P2 P.S. 8 9116 (e) (1.n (Ilq. The statute tloes not exemot a transfer to a surviving spouse from tax, and the statutory recuir9men[s for tlisclosure of assets and tiling a tax return are still applicable even if the surviving spouse is the only beneficiary. For dales of tleath on or after JUly 1, 2000: The tax rate imposetl on the net value of transfers from a deceased chiltl twenty-one years of age or younger at tleflth to pr for the usa of a natural parent, an adorAive parent, or a stepparent of the chiltl is 0 % P2 P.S. 89116(a)(LZ)7. The taz rzte imposetl on the net value of transfers to or far the use of the tlecetlenl's lineal beneficiaries i54.5%, except as noted in ]2. P.S. ®9116(1.2) 1]2 P.S. 89116(9)(1)]. Thetax rate imposetl on the netvalue of tansfers to or for tha use of life tlacatlaM's siblings1512°ID I]2P.5. fi 9116(a)(1.3)]. Asibling is tlefinetl, untler Section 9102, as an indivitluel who has at least one parent in common with lha tlecetlent, whether by blootl or atloption 0 PA75002 NTF 29]56 Copyright 2000 GreatlanNNelco LP-FnrRle Software Only Estate of: Barbara B. Jung 21-2001-0355 The following person(s) are signing the return as representative(s) of the estate: John B. Jung 415 Blacklatch Lane Catty Hill, PA 17011 Barbara B. Jung Estate Supporting Schedule Pennsylvania Inheritance Tax Return Allocation of Assets to Beneficiaries of Estate Total Gross Assets $ 761,731.45 Less: Schedule H $ (15,441.59) Less: Schedule I $ (17,714.58) Net Value of Estate for $ 728,575.28 Pennsylvania Inheritance Tax Purposes Schedule E outrightto $ (16,500.00) spouse Schedule G outright to $ (24,157.96) spouse Residue before taxes $ 687,917.32 Gross Value -Jung Trust A $ 687,917.32 Marital Gift to John B. $ 0.00 Jung Beneficiary Allocations: John B. Jung Life Estate in $ 167,903.00 Elected Portion of Jung Trust A: Jung Trust A/Non-Elected $ 309,047.32 Portion Above, outright to John B. $ 40,657.96 Jung Total to Spouse/Not Taxed $ 517,608.28 Total to Issue/Remainder $ 210,967.00 Portion of Elected Portion of Jung Trust A $ 728,575.28 REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara B. Junk 21-2001-0355 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 properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. 7 CPA21 NTF 10904 Copyright Fortes Software Only, 199] Nelco, Inc. (If more space is needed, insert additional sheets of the same size) I•IUY-ls-01 10.31 PI.1 NI IBEP.T uS50C1wTES T1TT?3?301 P.02 APPRAISAL REPORT m 431 s1aC1i1CS0}I L~ CaaQa HS31. PA 17011 amesq 7yPNies1 yepost PREPARED FOR: 7n Jonn anp 471 83aeslaseh GiH Cap 71111 P~ 17011 A8 OF: APsil 9!, 1001 PREPARED BY: MARK E. HiLBERT & ASSOCIATES N NeYth thlvut /krwt 1Nchanicrbuzg. PA 17055 MARK E. HILBERT & ASSOCIATE: JDNc Property Description UNIFORM RESIDENTIAL APPRAISAL REPORT Fila No. 01-95 : • we 1 sae... 931 elacklatch Lane al C Rill snl PA z cm. 17011 t Yo.w lion Attached Cwn Cl>mberlend f as«a.a'. eww xe. l3-24-0807-153 ra. vew DO-Ol P.E. ra,n +2.386.82 IY aeW,mmu eNOne Kna y ewroww Jnn JOtVI B. 4 H6rabra Gurrml Owrnr 9eme att Y o i wMr wvy .aaai R f«,Mn LsneMM pr T NO Co-CmM1rwrm IMVON)r ml NOAa Me "W , _ . ' noarnaeaw Pr tNaWAllendale wurmM cmw. rr«1110 s.M, w e P.M. Value o,u a sw N A a«a Mn wY a wnaml w lo« aw MrvrcnerY to w N A : l.mwn;lwnl Mr John Jon aawW 931 Blacktrmith Lane C Hill PA 17011 '- < i9ark 8. Hilbert roam 14 North Walnut Street ehanicsbu PA 17055 - t um Vrpn yweMrr awY Builtw ®OVw )a% ^a6 la% ^1W ]a% gyaeywa m~Y aieY)ereYlewYiy R~e%IM.W% W~OYM ~ Y MICF aIOWI aGE ryN MlemiY 9H ®Npr ayy ^tiYy G wMrW ^aepi0 ®Stape ^Sbw ®Owrw 145 law 1D 2~IYwY DD ^b em pr ©wry v.w. X^ Ircr«be ^ sl.w ^ o«Ewa ^ )awn 240 46 MYYlwmy 00 p )e: MmYrWwVWY ^9vrfe ONaele«e ^OYS wOaY ®V,[Ya Wa%I '-:: PrWmen CmmwaY 00 : Mw,ef umwa se mn. owrae%a. vmea ewra% 185 30 VacLnd 02 ' Ia.: aaM.rea..WYfmarwaaa.MyswMrels lowwYZOYa -p ;.. wlanewMwlvxrewW wre aw.nwlYkc Property le lOCatsd along elackemith Lane Sn the devalo~eny of er i0 . Allendale, Lover Allan Tornahip, CY)mberland Cottnty, Pemsylvaaia. ~, fwW mx m.n lM mY,elYwryalMwNwIM,Hlm rwweMmalWeimrrbwrrpevm.n.re.mrnw. mWVVr.,.nnwlv.ewwnm«Mt. ew.r: :O. Property hen good aeeus to e)tg73oyment sad services. m€ . S! a,:i !W'i "Z'•? ~' : MN 1 YNb Mtl l F e aw IY Y I,q«rre yYmgM lWlrWrp,ragan lwtM eawemMMpY rYYMblN eegaryepwry'rVrn. awrWlaeaY.WmY1MMp mre ... Yrgreew,m ~ searo,IWw wMwMa brew WtM Mwewlm.ae.wlabna ww..+WSae.luwuw%aa Wavanwm, aca: Mich the improving alarkeG sellers ~'. ' era not rerJlairad to otter sales or fiaaacing consudons. Plnaneing is readily available from '~. a variety of eotzrcu. :r': Vacant land should have no effect on ,scale or roarkatabili ~-:.. Rq,a Hwmw{m br qlp IX mpti[aple-b IIY bvY pr2wMx M wnra a 1M XWn OwMrY evepnbn IXOPn Ne -~4. aawnwml, IwY mrmewauNUeuw wqW pq WN/A ePwaoM1W wYrulwsavm,rw aw WU. WOYCr na«T N/A , oe«M1M cemmm Y.nrwn mtl uwnaww r«aian: N A oimWwww 130.54 x 100.11 x 1 5.71 x 0 x 90 TapoBraphy Level sb an 13.310.3 9auare Faet cwMrta rn Y No Size 0.30 rae ,>> slmuro+wawwmwal%nwe.upumR sldantlal Shape Recian tar zaYV aawxwW ®lap,l ^tpYriamm~lwneria lfaadlnlrYea wa IXraY My =awe Drainage nre ads nta 1 Nwwn a OW w, n ImwoM ®pr,eYN W ^ ouw Is NebIY View Reaid t1a ~!_: UIi01iu Publk Other Ott-s ~ Type Publk Privets Lp~sry ~~ ~ _ ue ~~ e d~ ~: Eleetriciry X^ 300 AMP Sheet Macadam ® ^ aapYwn Franwne ices IIti11 y' Gas X^ P ane CurbfGuner Concrete ® ^ ' Water X^ Sitlewelk None ^ ^ FEMA Special Flpod Hezertl Aroa ^ Vu ®Np Snnlwry Suwur n Shoat IIBhu Nona ^ ^ FEMA Zone C Map Dale 9-30-77 Storm Sewer X Alb Non FEMA Me Np. 4 1016 ~ : ; cwmwlulroP.emr.Y,.e«YaYlu.awwrm.lo.,e.dY.m%IYM1U,.w...r, a,sYwlwYrvrowwmMa=wae. w Yf.r.Nwe apperant. Subject ,~ however to reaarvatirms, saaammG, coaditiotae sad right of airy of record. rx GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION ''+. No. of Unka On Fountlation Bl k $lah Na Area Sq. F[. 560 Roof ^ '+ No. of Stories Thze Exterior Wells Br Pratoe Crawl Speee No % FirYShed 0 Cailinp X^ ~'~' -N TypalDat.fAtLlDatached Roof Surlaca C sit eacamant Pull Ceiling Joist Walls ,. Dealgn lSiylel S 1 v. wlw,•Dwryu Alumitttm Sump Pump None Wells Block Flcor ^ yy. F.wmpmroPO«e Sxiatln Wintlow Type Dbl. HUn Oamprleas NoneNOtsd Floor Concrete None ^ ~. Age IVn.) 36 StormlScreanaTharmal Senlament NoneNOted Outside Entry No uMaowa ^ i j'. En,niw Ivn. 6-8 Maml«IIm Nw,No Inleatation NoneNOtad ~: ROOMS Fo er Livin Dinin Kitchen Den Famil Rm. Rac. Rm. Bedrooms a Bathe L mWr Other Area 5 .Fl. :_~ Basement S[ 560 -- Level l 1 1 P Am. 1 Dtilt 672 'LL' O Laval2 1 1 1 560 'Zi Lvl 3-9 4 2 992 `A'.i finished area above mde co ntains: 8 Rooma~ 4 Badraom s ~ Z-1 BaN a' 3 324 S acre Faet of Grose Livin Area 1. y!'. INTERIOR M.urwermalmM1 HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE rjr; Floors C H A Type Rot Watai Refrigerstor ® Norse ^ Fireplacelsl XProaane ® Nane^ `N Walls Plaster A Fuel OSl Range/Oven ® Stain ^ Patio ^ Garage sac.. _.Gj` Trim/Finish Wood A cwYiwn New Disposal X^ Drop Stair ^ Deck ^ an,u.e 2 Bath Floor Vi A COOLING Diahweshar ® Scuttle ® Porch ^ o,uar.e earn wYr%sa Bibs, lase Central Yes FanlHOOd © Floor Fence ^ aufl.b Doors $ollov Core Other None Mierawave X^ Hea[ad ~ Pool ^ Carport Jacuazi cwMiaw Avers a WaaharlDr ar X Finished Sltn Room R Drivewa 4 ' aaalww r..wnlw«.Y wwsv,IfNiM1x«W nalReplaceimnt vindwra, Opdatsd Kitchen sad Bsth Ro®, Newer Plzrnaca. ,y :f comnaM1 m IM Imwo.«bnu, aawetinlm IaryYCY, bmlbnM..w emwrwl. ,.Mire M.e.a, walr a wmuunlaM1, r.rMe.LLermew..b.: No tlajoz repairs '2:. W noted. No evidence of fimctionel or external ohaoleecence. O [.t. Ivw ,word cgWrrwu IwwM1 n. LLn rp11m1rW r0. M,waWa w„In. rmLL WMIYK.,, wC.l O,nrir Irr rM nprcwMnp, pn IM,rrL w ~n 1M mrMalab vlunlY al rM wraN.t ~u ~ There ere ne visible or apparent adverse enviroamlantal eondleions ehet would negatively n^ act the value of the cub set. Sv)Im1a:v A ,steel Re ozt r. virl.n Mnnf~unr )n fiPl MCS.nOrvi•innM OCl nirvniorymn110001fiP)~))Pt px:n 1.1 G,nn..r MnrGVrntMf R-]] MARK E, HILBERT & ASSOCIATES vNUatian section - aFNIFORM RESIDENTIAL APPRAISAL REPORT Flle Nq. 01-95 ESTIMATED SITE VALUE ........................ ~ S 42 500 Comments on Coat Approach Isuch es source of cost ESTIMATED REPRODUCTION COST-NEW OF IMPflOVEMENTi: estimate, site valor, square loot calculation end for HUD, '_ Dwedhp 2.224 SQ. F6 @ 1 61.15 ~ 4 135.998 VA, aM FrnHA, tM astimatetl remaining economic lilt al . V Basement 560 Sq. Ft. @ 9 9.75 - 5, 460 tM propartyl: In reproduction coeC of ~: Bum Room. Firanlaea 9.500 ial~rwement, Marshall 4 Swift RandVook , : ~` Garaga/Earport 396 Sq. Ft. @ 8 17.45 >• 6, 910 and local Contractors are referenced. -6:- TBUI Estimated Cost New ................. ~ E 157, 868 _ Q Physical Functional Esternal N. Less 06 $ .US Depreciation 1 629 ~ 4 12.629 i Depreciated Valor sl Imorovemanm ................. ~ i 145 39 -~. "Aa-ia" Value of Site Imprswments ................ ~ 4 3 500 INDICTED VALUE ey'COST APPEIOACH ........... ~ ! 191 239 Ramaia 8eonomic Life 35-40 Year ITEM SUBJECT COMPARABLE NO. f COMPARABLE NO. 2 COMPARABL N0. 3 ~ 431 elackleCCh Lana 132 Allsacsla Nay 25] Wiadinq Way 305 Allendale Nay ~ ~ sea,w C H 11 PA C H 11 PA C IEi 1 P C Hill PA ;' vm.~mi ~ s ~'- Seam wl tit game IMval t Same lkval t •': s v,k. EP.M.V lu ~ s •~ ~ y~:!.E 7 500 1, :?.. 09 000 '~+'s17 000 .: Fr .,, w. N,.. , .77.39 " EB].86 ' E74.40 oN. xeror C.P.M.L. C.P.N.L. C.P.M.L. •':'. v n..r sa, 1 a ac ion tit ant ant i'. VKUE Np V TM TS OESCPoRmN pE aIVTIOe • ~ . pFXPPTm« • ~ . - nmvn SCMMNh1 • -1 .mnr ;': sNwaF:wps ~ '/ ~ ~ 28 DDI4 108 DOM 42 ;, cav..NNe ym',s'~. ~ Crntvm ions Ctmvaa oral C vant£wal y; oN, a swrtxe "x-~ ~ 1-16-0 10- - 0 - m Awr Awra Avers Awz Pee la P Le F e S le Pea 9 is ~', s.. .30 ra A 0.31 rs A 0. 1 Ac a A 0.30 Acra A ': ve+ Awre Awre A ra Avern e ". o... N N 3 11t v A 2 Sto A 2 to A 2 Sto A ~ a.m me Brick rams Brick 1 1 Br ck Alum Brick VSn 1 13, . 36 2 12 34 ;•• c«~a~w. we Avers a Abwe A A Awra a +3 000 .Bow W,Y ToIN BE„n, ,MF TMN BE, , B,BU Tw/ Benu BM Tatty bm, 8xM " : i c 8 2-1 8 2- 2-1 s 2-1 , «exa o-a coEr U. a,.. 2 224 .Fi. 2 552 .n. -6 600 2 79 a. -5 00 2 352 F. - 600 ': Partial Pull -1,000 Pull -1,000 Pull -1,000 : "' e.,Na.MSFwNw rma, ra,. c,N« fiat had Ree. Rm. De -3 000 Rs - 00 Rse. Rm. 000 Fuxlb'xl mBa Avers a Aver a A s Awra e ' ~'. «« ani t Na ar Ai G Ho Nat G t Nat G >K:> E~x, Hrxx~, uxa. None None Noa None -a. v rc t Car Gar 2 Ca! Gera e 3 ar Gtza • 2 Car U ra e JS vNNS S.w. o«.. StEn Roam Nona +4,000 Porch/Patio +2,000 Porch/Patio +2,000 Q F.~i mu as Pize 1 ca P ze 1 en FS lace Pire le e . FMS. van xe. J euazi None +1 5 0 Ia .Poo -3 000 None +1 500 2' R 1 Nindws e * 0 0 Nona +3 000 Room N.: ss. ,NN "• •• <.•~".-'. + - s -2 1 0 + - , -7 000 + - s 00 ~' r bNe row W ; ~' *~/ ~ ^` .~y?• a K? ;3.~n ~Ht9a %~ q Y+N . d; niN N c.msx.N. . ~ , a. '. ,n ~` :'. s 4 0 - ~~ : s 1 8 000 .,' r:'. s 5 90 •'~ axmnw m sty.. txm..a. mwdrs ne,Ngsur PassxY, eNawusae w a, ndsBBBaxBa. xcl: iU ,~t~1' Camparablea ehoaam were the beat elosad sales trvsilebls within a reaeoaabla dSstmea of the . a subject. , „ N• ,:;" The lack of storm sewers, curbs, gutters, sidewalks, sad/or street ligbta 1s typical of the aaighborhood sad data sot sdvaraaly ia~ect maskatebility. , The eubjeaC Ss war 30 years old, but has been modaraiaad as necessary and !e marketable in „ . its preaene conditloa. The effective sga Se signiEicaatly lees tbaa 30 years. c'' Thn property's heating, plumbing, sad electrical systems appear to ba funeCioning Broparly to : Cha beet of the appraiser's knowledge sad expertise. : It Se noted that the pries par square foot of gross living arse for comparable No (e). 3 :` vhriee by more Chan $10.00 par equate foot compered to Cha subject. The compsrablee chosen ors . ''; Cha best available. p . '~~g? Ths vacant lead !a the area la changing to aiagle frnaLly and does sot haw • aegatiw effect on the value. I sm unable io verify tbs insulation •R' fsetor. The prNSna of ORBA-POIOWT.DRRYDB POA6f •' INSULATION could aot bs determined. If DPPI Ss present, the appraisal market value may be i' sdvaraaly affeeeed or molded. Any inlormation about iaeulatloa atatnd oa the appraisal wee < . prwlded by inspection, owner, or agent, sad 1s asaT®ed ro be accurate. The appraiser is not aware of the exiateace of Rados Gae and/or Rados Daughters, and dose not % have Che necessary aqulFment to teat for tae praeenea o£ same. Df a future teat shows ': anecceptable levels of Radon present, Clm appraised market value may bs sdvaraaly affected or voided. Please be advised that in Che tmrket data anal aie rid bntEroome are ed oared for on she FrWEIe MU Fmm .O a~9J m.. a.. v...w • MARK E. HILBERT & ASSOCIATES valaelion section UNIFORM RESIDENTIAL APPRAISAL REPORT File No. Ot-98 y Eiret Lisa and gross living area/room count ere adjusted togathar as a single adjustment on y' the second 11ae. J " C All com~srabla sales are settled to the beaC of the sppraieer•e knowledge. Verification of Q aettlemeaC is with County and/or Realtoz. 2!: N pp. IT M SUBJECT COMPAflABLE N0. 1 COMPAeABtE NO. CGMPAeABI NO. 6::.. one nk. w oa. Nona None Nona None ~. sa.vmpv.aa N/A N(A NjA N/A O "''""j°"a"""'"~ Ownar• Deed C.P.M. L. Court ce C.P.M.L Court Houq C. P.N.L. C t House V y::. .wa.a a mr vam Farm.+a as eeua\, a uws a m. weu\ aaa,a w.wrm a.a aa,.w. a.uam w ambv.a.wwnewT.n a w m\. a aama: ~' N/A a. N. INDICATED VALUE BY SALES COMPAHIH6N APPflOACN ............... .. .. ... ............ ..... ....... 8 190.000 INDICATED VALUE BY INCOME APPROACH m eke snamn Maxw wm . mlo.. rm. am nwa : ! N A TIn •IY~FnnmMF X k Wan IO M,.p.4 M1an10w.Mape\Maq ettNlian Na\W Wbx uia.[I la fanpwmPa/. ~E Fa~akalul. c•..uu.a wa.w:The appraiser unmea a markaGble tlela sad that all o! tW equlpaent auoclatsd -. with the is~rovament Se in working order. FFa wcak~w\ron:The mnrkat approach reinforced by the coat approach is a good indicator of Pair Market Value. The £act that tW nailer is os is not paylag any portion aE the cloning costs p ban no eEfset oa Chia app=aiaal or raaple. Q':.. rla axpwapa paWaawwiMFa eamM veaa Ua ne aa.maeam..ga.aw.r.oen.ea.emwwm+meiuoa.e a. annk~a. rmayvx ae aaa~p . aamnui.+u. eaxakn an a.aw.aawmwwa rrraa M.e Farm+sehmFa Na Pam \aae owaaa 6/93. i. cmana. ': . ~S eZ;'. I IWEI ESTIMATE THE MAflKET VALUE, AB DEFINED. OF THE REAL PAOPENTY THAT 6 71ff SUBJECT OF TltlS flEPORT, AS OF ~- Ap=il 14, 1001 IC S ATE OF M15PECTION AND THE EFFECTIVE DATE OF TNIS HEF'OHTI TO BE • 190.000 ~: .renusec // dwelrwer,wreNFelaetra esousaol ~ ^ oa ^ oa W G~~ s -,bY.. N~a.+. sa~Fnn a.m.Mark H. Hillisrt a.m. uvo.c. wromr on. k+...i sam Ma 7 1003 musFem seas ,.. sm cnn~a>„s(tL 000388-L sm. PA e\m canncnnn• sm ?' or s\n. GFina. HB-019755-A sea PA rrrsw. urrr• sun '3.,i i :, ~! x, ,:; !:, l ~' ~i~ f~'. L: i F r. eI~M MFf F•iin )11 fl4t ml~.nurvi¢xn n•n\.i ~nm~oMmmninu,i n.••.n,. .n.n ., ,~nn~~nn FXTFRI~R nF SIHiJECT _..Bau¢waifLlmlL.7ung,_John~ _gaaarly Adgtess_931 elackl~. _. ~j)~Carlgi. Hill__ 3 abra B Lace ____ _ Coum Cumberland rte PA c'te NO O1-95 _ 17011 Lentler Mc Sohn Jun ~ Jd 4 r v'{x. r ~t } .ni«~. ~~ 11 FRONT ~ a a a - t. 7 ~~ - n ~ ~~~ a e,. J'L r ' ir ~n Y_ T I ~ ., ~ t t 1 I: / % ~ I / I. _ REAR l{4f ~~ 1 1 I 111 ~ ` _ ._ I ~ ~ .1 ` ` t W ~~ri I ~ ! `.1 ~ T "E` ... _ .. !19fy ~ 1 •/Elah E' 1 ~' a ~ lt.. !Y _ ~~~ ~~ STREET SCENE .r Al M~rE E, wiiMn ~ VwmNx MCB. ~ Pnwn N ECI6wbynnn11R01 ra)~))l COWPARAHL6 1 132 Allancals Way Camp 75111, PA 253 Winding Nty Camp 15111. PA COF@ARAHLB 3 305 Allendale Way Camp 75311, pA ~ J i~ ~ ,h•ssts t0 F 2tW 000Fi D ~ Joins MaP ,6•spro' 15'Sp'a5' ~ iN~ WO4 ~'t tfPR"_'ro o~~~ l t -h o fir : r~~ g . ~'Ih?c~~qg+~./ ~a~ • ,~ts EE ~,P '~*~. ~ ,5'SS'3fF ~. - i o PU ~ '•. CP ^' ~7h{n9t° ~;~N b / r~ ~ "FO~s` i a = s s ~ +' ~ '~dsr w~rcZFC~ ~s 9e,F~{ ~ • ..ins ao p t, ,iE-z ~~p N ~~p V 5~ ~~4~*STSt ~' MPP~ Du 9 Vr ~~3 MS .e y Q 51 P Jr ~ tpg •1 fi`.1 LX .. r9yf. :>A ~1) ~`E. ~ FMS ~fFA e 1 g ~t ~, sr v+:' ~; 'Sr r.'t~ ~gr- 4 ~ ~fe fv sqp Fs lu ~,:y.^, ':S. 'C -' ~r/ ~ ~, ,h / :FS E$ Ei }?. '~ P (y c ash N~/C ~ ~ °m t~ W ~ ~~Fb~"~4 ~r3 SF.yZ.P p Z Ni $ r ~~ ay gjrF• Pg ~• W • ~ 1 t r r4' a _' ~-~ ^ > $~< b ~reR~,.-" fo y P ~ ~P 1.en01'F S z Wes „ iiFMl rr~,~"A' T 'sr 2 ~, O ~ r-/'`~~ BF n'^ St, r evE81 ~ o• si~+:: .~...:. :/~~ Maud S ~ yFS° AF 1 ~• ~` 4~" ~ ph. ~; . E _ tAFxMB~3 Prepa` nl y~ >`~ CypPNill EMOMa, Na ' -' / _ ~-c-x~ATxgS a xNO Pelkl lit lM1~~ L~Qy c~ yx'~ vD `.. y' O `Y° YryY y{ttl T\ ~ '.. f a~ yyE ~Ijd NIaM~'IERE'D %pNG r Q, c 5 wP 5 FEi•S~~ OJ R~Ip p~~'pd~ TO ~' ,~4~y 1tING5lE f~INPepe.1g1`. ~ '"~`~'ffIIRNCNFST~ l ~1/ea F PFe1a~'g~•fE v gnu ~ CTq ~ yER r ~ R .a+' % tE i "wdy ;eiaa~ ^ 'fit Er+~~ ,, ' ...:.f _G ~c~5` ~n'PP~ si'E yvj'~o~N' Me'ni Ef _ ~CjUN ~; ;,~ . GMM~' ,i/ .-`"rrM1Y~n'o~,~o- 4P ~ +/ ~~G t~ .~ ';?o tpe`E%~op%v ES C,ieF ~ $ ,~+ ~~ c ,~ CINi ~ u ~ .19 # ~1~, u .~4 CTy --• 4~ ~i ~ ~ INM / `ytp t~ o_u ° = NS CM+dF ~ °xl eM Dnry`9 ,s_.n~..;:. Y~ /ro? N a,FS CuFiaca •(0 J S~^Z ~K ~ Lt x`za, f~oR\O O' ~/ ~gpf~OQ'C'N6 t 1 FUI YI\ ~~i ff~ / h~,`C0~` Oti ~ r`Nnµ e~F. / ~Ea`t a G-p gott~~-..~,$/ ~\r~ ~ ~ a `oR n ~ J m y ~,,~~~.t y / M`S` uFt{4r''~ l _HEf .. .. F .. i ~ E~ - `~ 1 OHO ~ `~ /i uxw1E5 • cl~ HamOr ~ T' o°~'', p\\ -~ J .~F1D,/! 9 ~ Bed Fields ~° ~ Fglilry W °~ Wgd„` / Y.0?:R..l 9 /1 ,:,•nfRS~i ,rl4Y -`i ~oa`~`S Fr . E.n mi eX R 4J '~ _ ,_.;~ ,. 9fEAGt ~~r. '. ~~ MARK E. HILBERT & ASSOCIATE &trrowot(CNent Jun ,john H. E Hnrabrs H. P o rt adore s 431 Bla klat h Lean Cit C Hill owt rland State PA ode 170 1 lender Mr JoM Jung ADDENDUM B APPRAISAL CERTIFICATION '~i caztlfy put, to the beet of my knowledge and baliaf+ - the statemeate of feet coataiaed in t),SS report era true and correct. - the reported malyeea. opiaime, and conclusions era limited only by the reported a+sumptima and limiting eonditiona, and are my parsmal, u~isaed pmfessional analyses, sad conclusima. - I have no (or eha apaeified) presort or prospective iateraet Sa the 8roperty Chet ie the subject of this report, and I haw w (az the apscifiad) personal iateraet or bias with respect to pta parties lawlved. - ny eompaasation is not contingent upon the reporting of a pradetarminad value or diractim So value that fswra eha cause of the climt, the amomC of the value estimate, tbs attaitmunt of a siipulaCed result, oz the occurrence of a aubsequmt avmt. - the appraisal asaignmmt was not based m a requested m+a+~~ valuatim, a spaciEic veluatim, or pu approval of a loan. - ay maiyess, opinima, sad emclueims were dewlopad, and this report bas been praparm in conEOrmity with Cha Dnifozm 9tmdards o! professional Appraisal Practice sad also requiremmG of the Code of Professional Hthica and the Hteadards of Professional Practice of the Appraisal ImtiCUts. - the use of this report is subject Co the raquiramants of the Appraisal Institute to review by its duly autboriaad rapresentatiwa. !, - I have (or haw not) made a psramal inepeetim of the property that is the subject o! Chia! report. - no one provided sigaificent profsasioaal assiatmca to the Dersm aigaing this report. (If there era ermeptiou, the names of each individual providing •igaiticmt usistaacs muse bs as stated.) - as of the date of Chia report, I, Mark 8. Hi3bart have completed t1u raquirammts under the cmtinuiag adueatim progrema of the Appraisal Institssta. Areview of this agreement of salsa bas bem determined that pnrsonsl psopetty items, andJor intangible itsme, that are not real property, HAye MDT bem included in the agraammt of sale. Personal property Stems, sad/or latangibU items BAVH NOT bem canaidered in dstarmiaiag the subjects estimated market value. NO YHS 1. _I_ The subject sold dosing the last yenr. gale price $ Date 2. _I_ The eubjact wnr listed for sale at the time of inspsctim. Listing price $ 3. ,Y_ The subject was order agreement at the time of inapactim. Agraemeat price $ April aa, zool ~~~ Date A s Hilbert lX) Did ( ) did noC Sasp+ct property . .. n,n er-.,~ ..~..,,. M, m., mm,.,,, ... MARK E. HILBERT & ASSOCIATE, File No. Ol-9 ~ g0[7~~UpUM'T,~ APPRAISAL ~ ~.~.~ ~ ,~',~ ~!~. APPRAISAL REQUIREMENTS MANDATED BY FIRREA I certily met the sppraieal conforms to the Unilomn Stendartla of Pralesaiunal Appraisal Practice Il1SPAPl prpmulga[etl Dy the Appraisal StaMerds Board of the Appraisal FouMation. The subject ^ lial ®Ib notl bted for eels, Ns listing prke le 8 My estimate of tM teaonnDle merkeung period of the subject property is U an approach ro value was rot used, the fallowing is an explanation whY it was ro[ considered. Coat: Marker. Ir1LOme: n/a The sppraieal aceignmem ^ Iwesl ®Iwea rotl based on regwated minimum ar agecilic veWetbn ar on the eppttvaet of s loan. I ^ Ihaval ©Ihevs rwl linarcial inurest in the loan transaction and do not emnd to benefit in any way from the valorffl1placed on Ne propertY. I ~l Ihaval ^ (have notl included a separate eeeeeemsnt of personal property, fix[uras, or intangible items which era anached m or loeatetl on the real property. These hems ^ Idol ®Ido notl aflect the market value of me reel property. Any creative linercial or sales corcseeione thst ere known to [he appraiser Dave been atljustetl in the compareblee of this eppnisal. In perfprmirp tMS sppraieal, 1 ores rot aDb to review tM: N/A Iineart N/A it inappliceblel TM above items should Da obtained by the bMer wDan roviewDrg the appraisal roport. This epprsiasl was done with an "ae Is" market valor. This b the valor of [M property in its current phyekal eontlieon arttl subject to tM zoning in a/tact ea of the currant data al valor. t certify that 1`Deve tM appropriate krrowkfdge end eaparisnee that was necessary to complete Nis aseigmmen4 ///,`//c~~~~ Anril 24. 2gol Mark S. Rllbert DATE This appraleal report coalornu to the Dnilazm Standards of ProEesslonal Appraisal Praatica (OSPAP) adopted by the Appraisal Foundstitm. The builder/seller is paying 4 pouts (S ) and/or $ in eoneaseiona oo the Sabi set property. The Lollowing personal property, fixtures, and/or intattglble items are tort included in the appzaleed value but era a part of the sale of the subject property. ITffi4 65TIMATBD VALOR 1. Refrigerntor/Miarowava S 650.00 2. Range/Waa(Fiood $ 535.00 3. Diehwsaher/Disposal $ 425.00 4. Mseher/Dryer $ 400.00 Zt ehuuld ba noted that the appraiser Sa trained in the valuation of Real Property, zwt Personal Yroperty, tMrafore, the above estimated veluee teay have diczepanciae from real value. MARK E, HILBERT & ASSOCIATE DEFINITION OF MARKET VALUE: The most pobade price which a progeny shoultl brirp in a competitive and open market uMer a4 conditions requisite io a fair tab, the buyer srrb aeaer, each setup prudently, 4nowbdgeady erM assuming the Orke is hat ellectetl by undue stimulus. Impliti[ in this definition is tM coneummetion of a sale as of s specilie0 data ant the passing of tkla Irom seller to buyer under conditions whereby: I7) buyer and caller are typkaay motivated; l21 both parries are wag informed or well advised. end Baeh aetirp in what ha considers his own heat Interest: 131 a reasonable time is allowed for exposure in the open market: 141 pay- ment is made in terms of cash in U. 5. dollars or in terms of financial arrangements temperable thereto; end 151 [he price represents the mrmd comidernion for the property aoltl unallecrod by special or creative financing or sales concassiom' granted by srryona aa- sociarod with the sale. Adjustments to iha com0arablas must De made for apeebl or creative financing or sales eoneeukm. No adjwtmanta era rweeasary for dwae cosh which era mrmagy paid by sellers as a result of tradition or law in a market nee: these costa us medily idemitiabb since the seller pays these Costa in virtually all sales tremaetions. 8peeiel or Creative financing adjuatmenu can pe made to the comparable property by comparisons to tinencinB terms ollerotl by a Nird party institutional IaMer that is mt elroady involved in the property m uanaMtign. Any adjustment should not bB cakNatad on a mechanical dollar for tloller coat of the financing or concession, but the tloller amount of any Wjustment should afiprpxknate die market's raaetipn tp the financing or eoneaasiona based on Me app- raisal s jutlpment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: TM appraiser's certilication that appeere in the appraisal report ie subject to the folbwirp corrditiona: 1. The appmiwr will no[ ba responsible for matters of a bgal nqura that affect either tDe property being appraised or the title to it. The appraiser assumes that me tide is flood and mnkaubb eM, theretme, wiN rct ranter env opiniana about the tilt. The property is app- raised on [M basis of it being under responsible ownarehp. 2. The appraiser has provided a sketch in the appraisal report to eMw approximate dimensiom of the improvements, end the sketch id irclutle0 only to eaeist the reader of tM report In viaualliinp the property and wberstandinp the appraiaer'4 determination of its size. 3. Tha eppraiesr Dee examined the available flood maps ins[ ere provided by the FedBrel Emergency Management Agency for other tlata soureeal and has rcted in [he appraisal report whether Ns subject sits is bmtad in an iden6lietl Spacial Flood Hazard Area. Because Vte appraiser is not a awveVor, ha or she makes no guarantees, express pr implied, regarding thin determination. 4. TM appraiser wig not give testimony or appear in coon because DB pr she made an appraisal of the property in question, unless apecitk arrarpementa m do eo have been made beforehand. 5. The appraiser hea astime[etl the value of the land'm Na met approach a[ its highest end best use end the Improvements at their cpn- tribumry vaba. These separate vsluatiom of the IeM antl improvements mmt not be mad in conjunction with enY other appraisal ant am invegtl it they era eo used. 6. Tha appraiser has rwtetl in LDe appraisN report arvy adverse coMniom (such aa, needed repairs, depreciation, the presents of hazar- dous wastes, toxk aubetancaa, stet observed durirp tlro inspection of the subject property or that he or aha became aware of during [he normal research involved in perlorming tM appraisal. UNeas otMrwisa stated in tM appraisal mporL tt+e appraiser has no krww- letlge of any hidden or unepPeren[ conditions of tM propeM or adverse environmental conditions fincludinp the preeewe of hazsrtlouS wastes, toxic aubstancea, etc.l that would make the property more or leas veluebb, and has assumed Mat [hero era no each cordtions end makes m guarantees m wnrentias, eapresa or impgM, repsrdirp the cpndNOn of the property. The appraiser will not be respon- sible for any such mnditione that do exist ar for any erpinearirp or tasting that might be required to tliacover whetMr aucD conditions eziat. Becewe the ePpraicar ie mt an szpert in the fieM of environmental hazards, the appraisal wport must not ba comidared as an environmental aasasement of the property. 1. The appraiser tAtdined the Information, estimates, end opinions that were axpreeaed in the appraieel report tram sources the[ ha or aha considers [o ba reliable and believes them to be true and cprrect. The appraiser dons not assume responsibility for the accuracy of ouch i[ame Wt ware furniaDed by other parties. 8. The appraisal will not disclose the contents of the appraisal report except as provitletl for in the Uniform Standards of Profeeaional Appmisat Practice. 9. Tha appraiser hea bnaed his or her apmeiael report arq vabation conclusion for an appraisal [het is subject to satisfactory comp- letion, repairs, or altaretiona on the sasumptipn That completion of the improvements will be perlormed In a workmanlike manner. 10. The appraiser mmt provide Db or Dar prior written consent before the lender/client specified in the appraieel report can distribute tba appraisal report IinclWing cpnpluakm about the property value, tM eppreiaar's identity antl prpfsaeiomi designations, arW retuenus to any p+ofasaionM appaisal ngerrixaliom or IM firm wkh wDk:h riM appaiaer is aesmlatedl to anyone other than the borrower, the mortgagee or Its aueeeaans and assigns: tint mortgage imuror, epnaultann; prolassipnel appraisal organizetlom; any stale ar ledaregy approved linencial insgMian; or any department, agency, or imvumenmlity al the UNtaO Staten a my state or the Diatri[t of Columbia; except [Doi she larger/elianC may diambuta the property description section of the report only to data cotlectipn or reporting servicebl without having [o obtain the appraiser'. prior wrinsn cement. TM appraiser's written eoneam end approval roue[ also ha obtained Dolma tM appraisef can be conveyed by anyone to the pubec through advertiain8. Public reletiona, haws, sales, or other metlia. I~in1M. M.w'lO, ~.iaJ'J 4J} MCa.ePwriOn 01 \CI(Iwtlq„Y41aGOl a9/rraa MCa F>T ICB vanlWt rmnu MS w„Olweu tlev MARK E. HILSERT & ASSOCIATE APPRAISER'S CERTIFICATION: The Appraiser perti6ea and agrwa that: 1. I have rasearcMtl tM subject market eras and Mvs selected s minimum of three recent sales of properties most similar arq pmximata [o the subject property for consideration in tM sales comparison amlyais and Mw made a tlopar edjuatment when appropriate ro rellact the market reaction to tMae items of sipnilkan[ variation. I(s sipnilicant hem in a comparable property in super for to, or mare lavorable then, tM evbject property, I haw made s negative adjusunent ro induce [M edjuarod sales price of dle comp- arable, aria it a aignil'aanl Ilam in a comparable properly is interior ro, or bas favorable than the subject property. I have made a pos- itive edjuatment ro iroreasa the edjuatetl nelea prka of Me eomparabb. 2. 1 have taken into consideration da faetpra that hew an impact on value in my dewlopmant of tM estimate of market value in dre appraisal report. 1 have not knowingly withMk wy signi(kwt inlmmation ham tM appraiHl report. arM 1 Mliava, to the neat of my krawledga. [hat all atatamams and inlorme[ion b tM appraisal report era vua arM correct. 3. 1 stated M iM appraisN sport oMy my own penonat, unGasod, and profecaional analysis, opinions, and conclusions. which are suA ject only m tM contingent and limiting conditions specified in Nia form. 4, 1 have no present or proepeetiva interest in tM property Met is tM subject to Mis report, and I have no present or prpawctive wr- sonal interest or bi0s with respect to Ma panicipaMS in da vanaactbn. 1 ditl no[ base, either pOrtially or completely, my enetyab aMlor tM estimate of market value In the appraisal report on the race, cutup religion, sex, handka0. lamilial autw, or nedonal origin of either tM proawctiva owners or occupanU of dw au0ject property or of the present owners or occupants of the propepiea in tM vicinity of the subject property. 5. I have no present or eontamplatetl future interest in tM subject property, and neither my current or tutors employment nor my compensation for wrtormirp this appraisal la contingent on tM appreiwd value of tM property. 6. 1 ww nqt rwuhed to report a Wedelermined valor a direction rn vafua that favors the cause of Me client or any related party, the amount of tM value asdmela, the attainment of a specific raeuh, or 1M occurrence pl a aubasgtrsnt swot in order to receive my cpmpanwtipn ant/or employment for wrlorminB the appraisal. 1 did rot base [ha appreisel mport on a requested minimum vaWation, a apecilic valuation, or tM nwtl to apOrova a apecilic mortgage loan. 7. 1 partormed this appraisal in conlprmny with the Uniform Standards of Prolewional Appraisal Practice that ware atlop[atl end pro- mulgatetl by the ApPraiael S[araerds Board of Tha Appraisal Foundation antl that were in place ae of the ellae[ive date pl Mls appraisal, with tM uception of Ole departure provbipn of those 5tan0artla, whkh doae not sp01Y~ I eekrwwledge that w asgmate o[ a reason- able time for exposure in [he open market is a coMiiion in tM tlefirkdon of market value eM the estimate I develawd is consistent wiM lM marketing time noted in the neighborhood section pf this rapott, unlace 1 have otherwise atatadm tM reconciliation aecgon. S. I have personally Inepactad the interior antl anterior areas of the subjwt prowM arW the exterior of all properties listed as camper ablea in Me appreisel report, I furtMr cardfY Net 1 haw [aced any apparent m krown edvxse eotvlitiom in tM subject Impmvamenta, on the subject site,or on any alto within tM Immediate vicinity of the subject property of which I am aware end have made adjtntmenm for these etlvPSe corrtlitions in my analysis of [M property valor to 1M extent Ihet 1 hstl market evidema ro support Nam. I hOVe also commented about [he effect of tM adverse conditions on the merkatabiliry of Ms aWject property. 9. 1 personally prepaed alt eanek[sior[s ant opinions aMUt tM real mtete that ware sat torah in the epprsiaal report. If I relied on sig- nilican[ prolesaional eesisteras from any iMivitluel or irMivitluals in tM perlormanee of the appreisel or Me properedon of IM appraisal report, 1 have named such indivi0uNls1 and disclosed thB specific teaks wrPormetl by Mem in the raeoncilietipn section of this appraisal report. I certify the[ any iMividual ao named is quelifbd m perform tM teaks. 1 Mve rat aumorised snyorla [p make a change ro any item in the report; therefore, If an unauthorized charge la made ro tM apprebal report, I will take ro rsaponsibilhy for k. SUPERVISORY APPRAISER'S CERTIFICATION: II a supervisory epprauar signed the appraiser report, M or she tertilies antl wreae that: I Directly supervise Me eppraicer who prepared the appraisal report, have reviewed Me appraisal report, spree wiM tM natemsnte antl coralueiona of tM appraiser, agree to be bolrrM by tM Appraiser's Dedifkadans numbered 4 through) above, and em taking full rwponsibiliry Tor the appraisal end tM appraisal report. ADDRESS OF PROPERTY APPRAISED: el eklateL Lena Corm Hill PA 17011 APPRAISER Signature: Name: M S HS t Data signee: tdav 7 cool Smte Canilicetbn NO.: RL 000358-L m Sutle liconne Nn,; RH-0}S]$$-A ___,._ _,,.. __.,, „.. .... 5taty: Ps lvania F9pkuunn Dmrr .n CunDWatWn m kmnnnn: p~30L01 SUPERVISORY APPRAISER lonly'il iiquiradl: Noma: Date Signed: State Certification No.: nr S1nIn I ironan Nn.: sr.u: Eg1lr:r111r11 Dallr of Cnniliculian ur Lirunnu: Did ^ Dia Nat Inspect Ma Property Fnnrq Mec Frrrn 9J9 e~9] MCS.vGMUOnMMA OwMOpnW raWln9/•//ea wrr.a rwmu.n r~parw• ~~w~.w.v, QUALIFICATIONS OF APPRAISER Mark E. Hilbert, CRMA, ICA, GRI Broker Appraiser Education: Real 8atata Pemeylvaaia Title IDaurmce, Narciabusg Real 8atata Thmry sad Practice Real HstaCS Lew Rul BaGte Matt Real Srtsta Apprslaal I Real 8atata Advanced Appraisal 8tmdards of Profsuioaal Practice -Part A Htendarde of Professional Piactica -Part B Market Sxtractima Famia Nee Review Semimt Professional Memberships and Designations: Senior Member -international Orgmizatioa of Resl Hetata Apptaiaere Ameriem Pratesaity of Raal Satsta Appraiaen Grnduate Rsal Estate Irutituta Cmdidats AppraLal Saetitute Harriabuzg Hoard of Realtors Pennsylvmla eoazd of Realtors Pennaylvmia Asaoeiatim of Rasltota National Association of Ra-ltora Pameylvmis State Certlficatlon Number - RL-000388E Experience: C.N. Detwiler Raal Eatsta Inc. March 1971 to April 1976 Heuard Derrick Rsal Sstats Int. April 197b to October 1981 RS(MAX Realty Aasociatns October 1981 to Pabruary 1986 Merle 8. Rilbert a Aesxlatsa Pabtuary 3986 Real Estate Licence: March 1971 Associate Broker: April 7976 Appraising since 1979 Appraisal Experience: Appraieale for: Eiret mortgage, second mortgage, equity lams, auployee trmafaza/ralocatioaa, alagla family, condo. Cumbarlmd, York, Dauphin and Parry Cameiu. Completed Assignments for: - Hanks, eavinge and Lonna, Mortgage Brokers, Relxatioa Coa~snlss, Trust Departmeau and Actorneya. Client Liet avsilahla upon ragvaat. REV-~ieo3Ex+(t-s~) SCHEDULE B C:OMMNHNER TANC O AX RETURNANIA STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara B. Jung 21-2001-0355 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1 355,000 F'HIMC matures 4j1j1, 2,954.85 8.75% 2 Accrued income on above I 19.32 asset as of decedent's date of death 3 10,000 Vi~ia St Hsg Dev I 10,017.89 Auth 5/1/1 6.5% 4 Accrued income on above 265.42 asset as of decedent's date of death 5 300,000 FHIMC 6/1/1 9.0% 290.44 6 Accrued income on above 1.95 asset as of decedent's date of death 7 1,610,000 F}iLMC 7/1/1 9.5% 462.38 8 Accrued incofrte on above 3.27 asset as of decedent`s date of death 9 242103 Ff~MC 10/1/1 9.5% 661.32 10 Accrued income on above 4.68 asset as of decedent's date of death 11 5000 Met>.ropolitan Washington 5,047.45 DC Airport 10/1/1 6.3% 12 Accrued income on above 154.87 asset as of decedent's date of death 13 708114 FHLMC 11/1/1 7.0% 4,691.18 14 ~.ACCrued income on above 24.65 asset as of decedent's date of death 'total _ TOTAL (Also enter on line 2, Recapitulation) ~$ 427, 802.58 (If more space is needed, insert additional sheets of the same size) 7 CPA31 Nor 1o99s Copy^9ht 1=ones Software Only, 1997 Nalco, Inc. Estate of: Barbara B. Jung SCBF~Ln F B -- Stocks and Bonds Rein No. Description 15 1927523 FHLMC 12j1j1 9% 16 Accrued incase on above asset as of decedent's date of death 1'7 252655 FTMg1 Pass-Thnx 12/1/1 8% 18 Accrued incorr~ on above asset as of decedent's date of death 19 335001 FHiMC 1/1/2 8.5% 20 Accrued income on above asset as of decedent's date of death zl zsoooo F>-uMC 2/1/2 7.5% 22 Accrued income on above asset as of decedent's date of death 23. 500000 FbIl~7A Pass Thitii 2/1/2 7.5% 29: Accrued incare on above asset as of decedent's date of death 25 5,000 Merrill Lynch & Co Inc. 2/1/2 8% 26 Accrued income on above asset as of decedent's date of death 27 C3~R~LS Pass Thnx X Single Family 7/15/02 8°s 28 Accrued incorre on above asset as of decedent's date of death Page 2 21-2001-0355 Value at Date of Death 4,141.60 27.83 23,441.87 139.35 1,031.91 6.50 1,762.18 9.80 1,261.88 7.02 5,124.39 63.33 8,329.56 49.32 117TAL.(Cary'forward to main schedule) 45,396.54 Estate of: Barbara B. Jung SC[~DULE B -- Stocks and Bonds Item No. Description 29 1102402 FHLMC 12j1/3 6.25% 3D Accrued income on above asset as of decedent's date of death 3:1 382002 FHLMC 8/1/4 6.5% 32 Accrued income on above asset as of decedent's date of death 33 10177 Fi~IMA Pass-Thai 9/1/4 6.5% 34 Accrued incorrie on above asset as of decedent`s date of death 3_`i 25000 C3~F~ Pass Thru X Singl Family 9/15/04 8.5% 36 Accrued income on above asset as of decedent's date of death 37 25000 Q~4A Pass Thru X Singl Family 9/15/04 8.25% 3E'. Accrued income on above asset as of decedent's date of death 39' 30000 C3~II~fFa pass-'I2~ru Single Family 10/20/04 9% 40 Accrued income on above account as of decedent's date of death 41 40000 C3~II~F1 Pass Thnz Single Family 2/15/04 9% 42 Accrued incont: on above asset as of decedent's date of death 'ICYi'AL. (Carry forn~ard to tttain schedule) Page 3 21-2001-0355 Value at Date of Death 16,832.58 82.19 1,226.09 5.98 3,621.27 17.43 145.94 0.91 237.46 1.43 1,128.23 7.32 342.51 2.22 23,651.58 Estate of: Barbara B. Jung SC~IEDULE B -- Stocks and Bonds Item No. Description 4:3 25000 C~II~ Pass Tl~u Single Family 3/1505 8.5% 44 Accrued income on above asset as of decedent's date of death 45 70000 C3~YvR~ Pass-Thnx X Single Family 12/15/5 8.5% 4P; Accrued income on above asset as of decedent's date of death 4'7 10000 Vin7inia St HSg Dev Auth Multi 5/1/6 9.4% 4£3 Accrued incare on above asset as of decedent's date of death 49 62500 FHIMC 7/1/6 8.25% 50 Accrued incare on above asset as of decedent's date of death 51. 25000 C3~ Pass Thru X Single Family 11/15/06 8% 52 Accrued income on above asset as of decedent's date of death 53 115000 ~ Pass Tl~su X Single Family 2/15/07 7.5°s 54 Accrued income on above asset as of decedent's date of death 55 135021 FHIINC 6/1/78% 56 Accrued incare on above asset as of decedent's date of death TCYPAL.(Carry forward to main schedule) . Page 4 21-2001-0355 Value at Date of Death 546.10 3.37 1,839.70 11.37 10,392.23 383.83 5,620.50 33.60 551.74 3.19 5,659.27 30.94 5,811.54 33.70 30,921.08 Date of Death: 03/28/2001 rate of : Estate of Barbara B. Jung Valuati on Date: 03/28/2001 Report Type: Date of Death Process ing Date: 09/18/2001 Number o f Securities: 77 File ID: Jung S hares Security Mean and/or Div and Int Security o r Par Description High/Ask Low/eid Adjustments Accruals Value 25) 62500 FHLMC PC GOLD GUAR 30 (313996VR3) OTC Mat: 07/01/2006 8.2508 Fact: 0.0868889 03/28!2001 103.49760 A/B 103.997604 5,620.50 In L• 03/01/2001 to 03/28(2001 33. 60 261 25000 GNMA PASS-THRU X SINGLE FAMILY (362038 Y97) OTC Mat: 11/15/200fi 8.0008 Fact: 0.02126771 03!2812001 103.77100 A/B 103.770996 551.79 Int: 03/01/2001 to 03(28/2001 3. 19 27) 115000 GNMA PASS-THRU X SINGLE FAMILY (362042JM6) OTC Mat: 02/15/2007 7.5008 Fact: 0.09783257 03/28/2091 102.88190 A/B 102.881897 5,659.27 Int: 03(01!2001 to 03/28(2001 30. 99 28) 135021 FHLMC PC GUAR 30-YEAR (31390M4L6) OTC Mat: 06/01/2007 8.0008 Fact: 0.0416018 03/28/2001 103.46130 A/B 103.961309 5,811.59 Int: 03101/2001 to 03128!2001 33. 70 Int: 02/2001, payable 09/15/2001 38. 30 Prin: 02/2001, payable 09/15/2001 128.16 29) 120000 FHLMC PC GUAR 30-YEAR (31390LD47) OTC Mat: 01/01/2008 8.0009 Fact: 0.0289357 03(2812001 103.39500 A/B 103.395001 3,588.93 Int: 03/01/2001 to 03/28/2001 20. 83 Int: 02/2001, payable 04/15/2001 23. 59 Prin: 02/2001, payable 09/15/2001 58.31 30) 15000 YORK PA FEDERFwLY (98681 2QX 61 OTC DTD: 12/15/1995 Mat: 02/01/2008 6.4E 03/28/2001 99.6610 0 99.17230 A1B 99.916650 14,912.50 Int: 02/01/2001 to 03/28/2007 152 .00 31) 25000 GNMA PASS-THRU X SINGLE FAMILY (362051TY0) OTC Mat: 02/15/2008 8.0004 Fact: 0.07792013 03/28(2001 104.35220 A1B 109.352203 2,019.7q Int: 03/01/2001 to 03/28/2001 11 .61 32) 100000 FEDERAL HOME LN MTG CORP (313900AT0) OTC DTD: 72/09/1978 Mat: 09/15/2008 9.98 03(28(2001 Int: 03/15/2001 to 03/28/2001 :33) 1000 MBNA MASTER CC TR II 1999-D (55262TEF6) OTC Mat: 11/15/2008 6.5008 Fact: 1 , 03!28/2001 102.62200 Bid 102.622000 1,026.22 CMO Accrual 2 .35 Page 9 This report was produced with EstateVal, a product of Estate Va lua[ions & Pricing Systems, In a If you have questions, please contact EVP Systems ai 1818) 313-6300. (Revision 6.3.2) Estate of: Barbara B. Jung SCE~DULE B -- Stocks and Bonds Item No. Description 5'7 120000 FHLMC 1/1/8 8% 58 Accrued incase on above asset as of decedent's date of death 59 15000 York PA 2/1/8 6.4% 60 Accrued incortte on above asset as of decedent's date of death 6.L 25000 Q~7~ Pass Thru X Single Family 2/15/08 62 Accrued incase on above asset as of decedent's date of death 6.S 100000 Federal Home Ln Mtg Corp 9/15/08 9.4% 69: Accrued incase on above asset as of decedent's date of death 65 1000 MBNA Master CC TR II 1999-D 11/15/08 66 Accrued incase on above asset as of decedent's date of death 67' 25000 Texaco Capital Inc. 12/1/8 5.7% 68 Accrued income on above asset as of decedent's date of death 69 15000 FHIlNC 1/1/9 7.75% 70 Accrued incare on above asset as of decedent's date of death Page 5 21-2001-0355 Value at Date of Lath 3,588.43 20.83 14,912.50 152.00 2,019.74 11.61 1,784.00 339.44 1,026.22 2.35 24,548.73 463.13 824.25 4.70 TC7PAL. (Carry forward to srtiain schedule) 49, 697.93 Estate of: Barbara B. Jung SC[-IEDULE B -- Stocks and Bonds Iten No. Description 71 25000 C3~ Pass Thnz X Single Family 5/15/09 9s 7.2 Accrued incase on above asset as of decedent's date of death 73 25000 C3~7~ Pass 'Thnz X Single Family 6/15/9 9.5% 74 Accrued income on above asset as of decedent's date of death 7`i 160000 FHI.MC 7/1/09 7% 76 Accrued inca~ on above asset as of decedent's date of death 77 C3~ Pass Thru X Single Family 8/15/09 9.5% 7ES Accrued income on above asset as of decedent's date of death 79 50000 C3~1 Pass Thni X Single Family 9/15/09 9.5°s 80 Accrued incase on above asset as of decedent's date of death 81 30000 Coca Cola Enterprises Inc. 9/30/09 7.125°s 82 Accrued income on above asset as of decedent's date of death 83 120000 C3~1 Pass Thru X Single Family 10/15/09 9.5% 84 Accrued incotre on above asset as of decedent's date ZY7IAL. (Cary forward to main schedule) Page 6 21-2001-0355 Value at Date of Death 2,422.12 15.45 837.08 5.56 3,790.99 19.64 1,655.45 10.99 2,928.73 19.44 31,999.14 1,056.88 3,073.09 20.40 47,854.96 Estate of: Barbara B. Jung SCHEDULE B -- Stocks and Bonds Item No. Description 8.4 of death 85 75000 C~ Pass Thnz X Single Family 11/15/09 9.5% 86 Accrued income on above asset as of decedent's date of death 8'7 30000 C3~ Pass Thni X Single Family 11/15/09 9.5% 88 Accrued incor[~ on above asset as of decedent's date of death 89 25000 C3~II~ Pass Thnx X Single Family 6/15/10 12.5% 90 Accrued income on above asset as of decedent's date of death 9]. 30000 I~rgan JP & Co Inc. 10/1/10 92 Accrued incorte on above asset as of decedent's date of death 93 50000 C3~ Pass Thru X Single Family 11/15/11 16°s 94 Accrued income on above asset as of decedent's date of death 95 25000 C~R~ Pass Thni X Single Family 11/15/11 17% 96 Accrued incare as of decedent's date of death 97 25000 C3~II~ Pass Tlu-u X Single Family 1/15/12 16% TC7IAL. (Carly forward to mein schedule) Page 7 21-2001-0355 value at IkZte of Death 1,107.66 7.35 502.15 4.09 866.81 7.06 30,000.00 1,069.38 930.20 9.30 357.43 3.70 41.94 34,907.07 Estate of: Barbara B. Jung SC'FiFf)iTTF B -- Stocks and Bonds Item No. Description 9'3 Accrued incase on above asset as of decedent's date of death 99 12000 Ford Motor Cr Co 5/15f12 7.35% 100 Accrued income on above asset as of decedent's date of death 101 25000 C3~Il~7A Pass T1u~u X Single Family 6/15/12 15$ 102 Accrued incase on above asset as of decedent's date of death 10_S 25000 C3~ Pass Thnz X Single Family 1/15/13 11.5$ 105: Accrued income on above asset as of decedent's date of death 105 75000 C3~IIw1A Pass Thies X Single Family 5/15/03 11.5$ 106 Accrued income on above account as of decedent's date of death 107 50000 G3~IIwF. Pass Thru X Single Family 9/15/13 12.5°s 108 Accrued income on above asset as of decedent's date of death 109 25000 C3~N4A Pass Thru X Single Family 9/15/13 12% 110 Accrued income on above asset as of decedent's date of death 'I17IAL. (Carry forward to main schedule) Page 8 21-2001-0355 Value at Iktte of Death 0.42 11,734.33 31.85 844.57 7.85 348.46 2.69 945.20 7.31 1,005.68 8.16 202.36 1.59 15,140.47 Page 9 Estate of: Barbara B. Jung 21-2001-0355 SC[~DTJLE B -- Stocks and Bonds Item Value at Date No. Description of Death 111 25000 C3~R1 Pass TYmi X 345.01 Single Family 7/15/14 13.5% 11:Z Accrued income on above 2.96 asset as of decedent's date of death 11:3 25000 Virginia St Hsg Dev 26,345.11 Auth Com~+lth 10/1/14 8% 114 Accrued income on above 983.33 asset as of decedent's date of death 11!i 50000 C3~IMA pass Thru M 574.98 Single Family 8/20/15 11% llEi Accrued income on above 4.31 asset as of decedent's date of death 11'~ 25000 Q~]MA Pass Thnu X 1,302.54 Single Family 6/15/16 9% llEi Accrued income on above 8.23 asset as of decedent's date of death 119 80000 FHIMC 7/1/16 9$ 225.65 120 Accrued income on above 1.44 asset as of decedent's date of death 121 20000 FHII~IC 7/1/16 8.75% 873.83 122 Accrued income on above 5.47 asset as of decedent's date of death 123 15000 FHIINC 11/1/16 9$ 336.64 124 Accrued income on above 2.15 asset as of decedent's date of death 'ICYI'AL.(Carry forward to main schedule) 31,011.65 Estate of: Barbara B. Jung SCi~DLTLE B -- Stocks and Bonds Page 10 21-2001-0355 Item Value at Date No. Description of Death 125 50000 FHIMC 1/1/17 8.5% 1,715.75 126 Accrued incotte on above 10.45 asset as of decedent's date of death 12'7 30000 FHLMC 4/1/17 9.5% 834.50 1213 Accrued income on above 5.71 asset as of decedent's date of death 129 40000 FHLMC 6/1/17 8.25% 1,919.10 130 Accrued income on above 11.48 asset as of decedent's date of death 131 20000 FHLMC 12/1/17 7% 3,999.65 132 Accrued income on above 20.61 account as of decedent's date of death 13.. 69000 FLT Series 7/25/19 7,766.21 9.5% 139: Accrued income on above 51.63 account as of decedent's date of death 135 15000 FHIMC P` 1/1/20 9% 126.63 136 Accrued income on above O.S2 asset as of decedent's date of death 137 25000 C~ Pass Thru X 2,302.65 Single Family 5/15/20 10s 138 Accrued interest on above 15.74 account as of decedent's date of death 139 30000 Q~17~ Pass Thru M 938.89 Single Family 5/20/20 9.5% TC7PAI,.(Carry forward to main schedule) 19,719.82 Estate of: Barbara B. Jung SC'FIEDULE B -- Stocks and Bonds Item No. Description 140 Accrued incare on above asset as of decedent's date of death 14:1 11000 FHLMC Series 3/15/21 7% 142 Accrued inccme on above asset as of decedent's date of death 143 7000 FI~A7A Series 94-6001 1456 Accrued incare on above asset as of decedent's date of death 145 10000 FHLMC Series 11/15/22 6°s 146 Accrued income on above asset as of decedent's date of death 147 25000 Federal Home Ln Banks 12/23/03 14E~ Accrued incase on above asset as of decedent's date of death 149 25000 Federal Have Loan Mtg Cozp 3/3/5 6% 150 Accrued income on above asset as of decedent's date of death 151 25000 Federal Home Loan Mtg Corp 3/3/8 6.7% 152 Accrued income on above asset as of decedent's date of death 153 10000 Federal natl Mtg Assn TCYPAL.(Cany forward to main schedule) . Page 11 21-2001-0355 Value at Llate of Death 6.22 5,330.21 27.68 1,410.43 7.40 51.96 0.24 25,093.75 412.33 25,000.00 104.17 25,000.00 116.32 9,883.19 92,443.90 Page 12 Estate of: Barbara B. Jung 21-2001-0355 SC~ULE B -- Stocks and Bonds Item value at Date No. Description of Lath 15'.3 Medium 2/24/14 6.41% 154 Accrued income on above 60.54 asset as of decedent's date of death 155 American Century Account 12,397.37 #021-001182272 jointly owned with decedent's surviving spouse as tenants in comron (total value = $24,794.77 representing 645.361 shares at $38.42 f share) 'IT7PAL.(Cazxy forward to main schedule) 12,457.91 Es [ate Va lua[ion Date of Death: 03/28/2001 Estate of: Estate of 8a rbara B. Jung Valuation Date: 03/28/2001 Report Type : Date of Death Processing Date: 09/18/2001 Number of Securities: 77 Fi 1e ID: Jung Shares Security Mean antl/or Div and Int Security or Pac Description High/Ask Low/Bid Adjustments Accruals Value 1) 355000 FHLMC PC CASH MULTI 15 (31392DAE3) OTC Mat; 04/01/2001 8.7509 Fact: 0.0082928 03/28/2001 100 ,37061 A/B 100.370605 2, 954 . B5 Int: 03/01/2001 to 03/28/2001 19 .32 Int: 02/2001, payable 04/15/2001 28 .90 Prin: 02/2001, payable D4 /15/2001 951 .12 2) 10000 VIRGINIA ST HSG DEV AUTH TA7UlBLE M (92813ARLD) OTC DTD; 03/28/1996 Mat: 05/01/2001 6.59 03/28/2001 100.18600 100. 17170 A/B 100.178850 10,017 .89 In[: 11/01/2000 to 03/28/2001 265. 42 3) 300000 FHLMC PC GUAR 15-YEAR (31341P6J1) OTC Mat: 06/01/2001 9. D009 Fact: 0.0009639 03/28/2001 100. 43781 A/B 100.437805 290 .49 Int: 03/01/2001 to 03/28/2001 1. 95 Int: 02/2001, payable 04/15/2001 p, 7g Prin: 02/2001, payable 04/15/2001 77 97 41 16100D0 FHLMC PC GUAR 15-YEAR (31341QDK8) OTC Mat: 07/01/2001 9.500& Fact: 0.0002854 03/28/2001 100. 62880 A/B 100.628799 962 .38 Int: 03/01/2001 to 03/28/2001 3. 27 Int: 02/2001, payable 09/15/2001 5. 41 Prin: 02/2001, payable 04/15/2001 223 97 5) 242103 FHLMC PC GUAR 15-YEAR (31341RXW8) OTC Mat: 10/01/2001 9.SDOb Factr 0.0027145 03/28/2001 100. 62880 A/B 100.628799 661. 32 Int: 03/01/2001 to 03/28/2001 9. 68 Int: 02/2001, payable 04/15/2001 5. 92 Prin: 02/2001, payable 04/15/2001 90. 84 6) 5000 METROPOLITAN WASHINGTON D C AR AIRPORT 5 (592650ED3) OTC DTD: 03/01/1993 Mat: 10/01/2001 6.38 03/28/2001 100.97900 10 D. 91920 A/B 100.999100 5,047, 95 Int: 10/01/2000 [0 03/28/2001 154. 87 7) 708119 FHLMC PC GUAR 30-YEAR (313418NV6) OTC Mat: 11/01/2001 7.0008 Fact: 0.0066318 03/28/2001 99.92709 99. 86459 A/B 99.895836 4,691. 18 In[: 03/01/2001 to 03/28/2001 29. 65 In[: 02/2001, payable 09/15/2001 28. 33 Prin: 02/2001, payable 09/15/2001 159. 89 Page 1 This report was protluced with EstateVa 1, a protluct of Es [ate Va lua[ions s Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.2) Date of Death: 03(2812001 =ate of: Es [ate of Barbara B. Jung Valuation Date: 03/28/2001 Report Type: Date of Dea [h Processin g Date: 09/18/2001 Number of Securities: 77 File ID: Junq Sha res Security Mean and/or Div and Int Security or Par Description Nigh/Ask Low/Bid Adjustments Accruals Value 8) 1927523 FHLMC PC GUAR 15-YEAR (3134152U4) OTC Mat: 12/01/2001 9.0008 Fact: 0.0021393 03/28/2001 ]00.93781 A/B 100.437805 4,191.60 Int: 0370112001 to 03128/2001 27.83 Int: 02/2001, payable 04/15/2001 39.98 Prin: 02/2001, payable 04/15/2001 539.90 9) 252655 FNMA PASS-THRU BLLN SNGLE 7- 131373RJR6) OTC Mat: 12/01/2001 8.0009 Fact: 0.09192691 03128/2001 lUD. 93089 A/B 100.930893 23,941.87 Int: 03!01!2001 to 03/28/2001 139.35 10) 335001 FHLMC PC CASH 15-YEAR (313901WX5) OTC Mat: 01/01/2002 8.5008 Fact: 0.003094 0372872001 101.19321 A18 101.193207 1,031.91 Int: 03(01/2001 to 03/28/2001 6.50 Int; 02/2001, payable 09/15/2001 8.66 Pxin: 02/2001, payable 09/15/2001 202.27 11) 250000 FNLMC PC CASH 15-YEAR (313901X821 OTC Mat: 02/01/2002 7.5009 Fact: 0.0069718 03/28/2001 101.10310 A(B 101.103104 1,762.18 Int: 03/01/2001 [0 03/28/2001 9.80 Int: 02/2001, payable 04/15/2001 12.10 Pxin: 02/2001, payable 09/15/2001 193.05 12) 500000 FNMA PASS-THRU INT 15 YEAR (31361UgV6) OTC Mat: 02/01/2002 7.5009 Fact: 0.00249759 03/28/2001 101.09790 A/B 101.047897 1,261.88 Int: 03/01/2001 to 03/28/2001 7.02 13) 5000 MERRILL LYNCH & CO INC (590188DU9) OTC DTD: 02/01/1992 Mat: 02/01/2002 86 03/28/2001 102.98770 Bid 102.987700 5,129.39 In[: 02/01/2001 to 03/28/2001 63.33 14) 516840 GNMA PASS-THRU X SINGLE FAMILY 136218JZC7J OTC Ma[: 07/15/2002 8.0008 Fac[: 0.01590558 03/28/2001 101.32491 A(e 101.329905 8,329.56 Int: 03/01/2001 to 03/28/2001 99.32 151 1102402 FHLMC PC GUAR FHA/VA 131340AAJ0) OTC Mat: 12/01/2003 6.2504 Fac[: 0.0159048 11/20/1998 99.62500 A/8 99.625000 N/A I nt: 03/01/2001 to 03/28/2001 82.19 Int: 0212001, payable 04/15/2001 98.36 Prin: 02/2001, payable 04/15/2001 1,351.88 Last price available on 11/2071998 Page 2 This report was producetl with EstateVal, a product of Esta[e Valuations s Pricing Systems, Inc. If you have ques[ion s, please contact EVP Systems at 1818} 313-6300. iRev ision 6.3.2) Gate of Death: 03!2812001 sate of: Estate of Barbara B. Junq Valuation Date: 03/28/2001 Report Type : Date of Death Processing Date; 04/10/2001 Number of Securities: 77 File ID: Junq Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 161 382002 FHLMC PC GUAR 30-YEAR (31340N885) OTC Mat: 00/01/2004 6.5008 Fact: 0.0032006 03/20/2001 100. 03230 A/B 100. 032303 1,226. 09 Int: 03!01/2001 to 03128)2001 5.98 Int: 02/2001, payable 09/15/2001 7.26 Prin: 02(2001, payahle 09(15(2001 119. 99 17) 10177 FNMA PASS-THRU BLLN SNGLE 7+ (313738AL31 OTC Mat: 09/01/2009 6.5008 Fact: 0.35131441 03728/2001 101.31639 101. 25389 A/0 101. 285190 3,621. 27 Int: 03/01(2001 to 03(28!2001 11.4} 10) 25000 GNMA PASS-THRU X SINGLE FAMILY (362029EZ 91 OTC Mat: 09/15/2009 8.5008 Fact: 0.00568152 03128/2001 102. 79609 A/B 102. 796094 145. 99 Int: 03!01(2001 to 03)2812001 0.91 19) 25000 GNMA PASS-THRU X SINGLE FAMILY (362029WC01 OTC Mat: 09/15/2009 0.2508 Fact: 0.0092395 03/28/2001 102. 06580 A/B 102. 865799 237. 48 Int: 03/01/2001 to 03f 2812001 1.93 20) 30000 GNMA PASS-THRU M SINGLE FAMILY (36202BM69) OTC Mat: 10/20/2009 9.0008 Fact: 0.03615105 03/28/2001 109 .02940 A/B 109 .029404 1,120. 23 Int: 03(01/2001 to 0312812001 7,32 21I 40000 GNMA PASS-THRU % SINGLE FAMILY (362030DS4) OTC MaL 12/15/2009 9.0008 Fact: 0.00022847 03/28/2001 109 .06110 A/E 109 .061096 392 .51 Int: 03701/2001 to 03/28/2001 2.22 22) 25000 GNMA PASS-THRU X SINGLE FAMILY (362031WC61 OTC Mat: 03/15/2005 0.5008 Fact: 0.02117290 03/20/2001 103 .17200 A/B 103 .171997 596 .10 Int: 0370172001 to 03!2872001 3.37 23) 70000 GNMA PASS-THRU X SINGLE FAMILY 13620324491 OTC Mat: 12/15/2005 0.5008 Fact: 0.0259734 03/20/2001 103 .17200 A/e 103 .171997 1,039 .70 Int: 0310172001 to 03128)2001 11.37 241 10000 VIRGINIA ST HSG DEV AUTH MULTI MULTI-FAM (9291340 37) FT Intr. DTD: 01/15/1991 Mat: 05/01/2006 9.98 03/28/2001 103.95200 103 .89250 A/B 103 .922250 10,392 .23 Int: 11/01/2000 to 03!28/2007 303.83 Page 3 This report was produced with EstateVal, a protluct of Estate Valuations a Pricing Systems, Inc. If you have questions, please contact EVP Systems a[ (818) 313-6300. (Revision 6.3.27 Date of Death: 03/26/2001 _a to of: Es [ate of Barbara B. Jung Valua tion Dale: 03/28/2001 Report Type: Date of Death Processing Date: 04/18/2001 Number of Securities: 77 File ID: J ung Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adju stments Accruals Value 39) 25000 TEXACO CAPITAL INC (881685BH3) OTC DTD: 12/01/1998 Mat: 12/01/2008 5.78 03/28/2001 98.19490 Bid 98 .194900 29,598 .73 Int: 12/01/2000 to 03/28/2001 963.13 35) 15000 FHLMC PC GUAR 30-YEAR 1313497450) OTC Mat: 01/01/2009 7.7508 Fact: 0.0538856 03/28/2001 101.97970 A/B 101 . 978701 829 .25 Int: 03/01/2001 to 03/28/2001 q,p0 Int: 02/2001, payable 04/15/2001 5.35 Prin: 02/2001, payable 04/15/2001 19 .68 36) 25000 GNNA PASS-TNRU X SINGLE FAMILY 1362062AT8) OTC Mat: 05/15/2009 9.0008 Fact: 0.09153684 03/28/2001 105.84261 A/B 105 .892606 2,422 .12 In[: 03/01/2001 to 03/28/2001 15.45 37) 25000 GNNA PASS-TNRU X SINGLE FAMILY 1362055550) OTC Mat: 06/15/2009 9.5009 Fact: 0.03118693 03/28/2001 107,35730 A/B 107 .357300 837. 08 Int: 03/01/2001 to 03/28/2001 5.56 38) 160000 FHLMC PC GUAR 30-YEAR (31340NFE6) OTC Mat: 07/01/2009 7.0008 Fact: 0.0233761 03/28/2001 101.35650 A/B 101 .358505 3,790. 99 Int: 03/01/2001 to 03/28/2001 19.64 Int: 02/2001, payable 09/15/2001 22.39 Prin: 02/2001, payable 04/15/2001 98. 03 39) 90000 GNNA PASS-TNRU X SINGLE FAMILY (362063 Y89) OTC Mat; 08/15/2009 9.5008 Fact: 0.01713338 03/28/2001 107.35730 A/B 107. 357300 1,655. 45 In [: 03/01/2001 to 03/28/2001 10.99 901 50000 GNNA PASS-TNRU X SINGLE FAMILY 1362059RT6) OTC Mat: 09/15/2009 9.5008 Fact: 0.05456091 03/28/2001 107.35730 A/B 107. 357300 2,928. 73 Int: 03/01/2001 to 03/26/2007 19.94 91) 30000 COCA COLA ENTERPRISES INC (191219868) OTC DTD: 09/22/1999 Ma[: 09/30/2009 7.1258 03/28/2001 106.66380 Bid 106. 663800 31,999. 19 Int: 09/30/2000 to 03/28/2001 1,056.88 42) 120000 GNMA PASS-TNRU X SINGLE FAMILY (362058HD41 OTC Mat: 10/15/2009 9.5008 Fact: 0.02385906 03/28/2001 107,35730 A/0 107, 357300 3,073. 09 Int: 03/01/2001 to 03/28/2001 20.90 Page 5 This report was produced with EstateVal, a product of Estate Val uations a Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revisi on 6. 3.2) Oate of Death: 03/20/2001 gate of : Es [ate of Barbara B. Jung Valua tion Dale: 03/28/2001 Report Type: Date of Death Proce ssing Date: 04/18/2001 Number of Securities: 77 File ID: J ung Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 93) 75000 GNMA PASS-THRU X SINGLE FAMILY (362069 JK9) OTC Mat: 11/15/2009 9.5008 Fact: 0. 01375666 03/20/2001 107.35730 A/B 107. 357300 1,107 .66 Int: 03/01/2001 to 03/28/2001 7.35 94) 30000 GNNA PASS-THRU X SINGLE FAMILY 1362071PH9) OTC Mat: 05/15/2010 12.5008 Fact: 0 .01954822 03/28/2001 115.05950 A/B 115. 059509 502 .15 Int: 03/01/2001 to 03/28/2001 9.09 951 25000 GNNA PASS-THRU % SINGLE FAMILY (362070P89) OTC Mat: 06/15/2010 12.5008 Fact: 0 .03013562 03/28/2001 115.05950 A/B 115. 054504 866 .81 Int: 03/01/2001 to 03/28/2001 7.06 46) 30000 MORGAN J P S CO INC (616880BE9) OTC DTD: 09/29/1995 Mat: 10/01/2010 7,258 03/28/2001 100.00000 Bid 100. 000000 30,000. 00 Int: 10/01/2000 to 03/26/2001 1,069.38 97) 50000 GNMA PASS-THRU X SINGLE FAMILY (362082N 96) OTC Mat: 11/15/2011 16.0008 Fact: 0 .01550282 03/28/2001 120.00420 A/B 120. 009196 930. 20 In[: 03/01/2001 to 03/28/2001 g,30 98) 25000 GNNA PASS-THRU X SINGLE FAMILY (362084XD2) OTC Mat; 11/15/2011 17,0009 Fact: 0 .01159229 03/28/2001 123.33501 A/B 123. 335007 357, 93 Int: 03/01/2001 to 03/28/2001 3.70 49) 25000 GNMA PASS-THRU X SINGLE FAMILY (362086EV01 OTC Ma[: 01/15/2012 16.0008 Fact: 0 .00139696 03/28/2001 120.09100 A/B 120. 091003 41. 99 Int: 03/01/2001 to 03/28/2001 p, 42 50) 12000 FORD MTR CR CO MTN BE (345402X631 OTC DTD: 05/15/1997 Mat: 05/15/2012 7.358 03/28/2001 97,78610 Bid 97. 786100 11,739. 33 Int: 03/15/2001 to 03/28/2001 31.85 51) 25000 GNMA PASS-THRU X SINGLE FAMILY (362082N62) OTC Ma[: 06/15/2012 15.0008 Fact: 0. 02790925 03/28/2001 121.04500 A/e 121.049998 099.57 Int: 03/01/2001 to 03/20/2001 7.85 Paqe 6 This report was producetl with Es tateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.2) Cate of Death: 03/2872001 Mate of: Estate of Barbara B. Jung Valuation Date: 03/28/2001 Report Type : Date of Death Processing Date: 09(18/2001 Number of Securities: 77 File ID: Junq Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 52) 25000 GNMA PASS-THRU X SINGLE FAMILY (362092DH81 OTC Mat: 01/15/2013 11.5009 FacC: 0.01299353 03/28/2001 111.56380 A/B 111.563797 398.46 Int: 0310112001 to 03128/200] 531 75000 GNMA PASS-THRU X SINGLE FAMILY (362098UY 91 OTC Ma[: 05/15/2013 11.5008 Fac[: 0.01129633 03/28/2001 111.56380 A/B 111.563797 Int: 0310112001 to 03/28/2001 59) 50000 GNMA PASS-THRU % SINGLE FAMILY (3621402A8~ OTC Mat: 09/15/2013 12.5006 Fac[: 0.01791312 03/28/2001 115.50850 A/e 115.508499 Int: 03101/2001 to 03/28/2001 55) 25000 GNMA PASS-THRU X SINGLE FAMILY (36214C4Y2) OTC Mat: 09/15/2013 12 0009 Fact: 0.00706573 03/28/2001 114.55870 A/B 119.558701 Int: 03/01/2001 to 03/28/2001 56) 25000 GNMA PASS-THRU X SINGLE FAMILY (36214QZ92) OTC Mat: 07/15/2014 13.5008 Fact: 0.0117055 03/28/2001 Int: 03/01/2001 to 03/28/2001 571 25000 VIRGINIA ST HSG DEV AUTH COMWL CMNWLTH M (92812TUR0 OTC DTD: 11/18/1999 Mat: 10/01/2019 89 03/28/2001 105.60800 Int: 10/01/2000 to 03/28/2001 50) 50000 GNNA PASS-THRU M SINGLE FAMILY (36202AM53) OTC Mat; 08/20/2015 11.0009 Fact: 0.01044564 03/28/2001 110.21571 Int: 03)01/2001 to 03/28/2001 591 25000 GNMA PASS-THRU X SINGLE FAMILY 136216NUW1j OTC Mat: 06/15/2016 9.0008 Fact: 0.04876301 03/20/2001 Int: 03/01)2001 to 03/28/2001 60~ 80000 FHLMC PC GUAR 30-YEAR (31393FE99) OTC Mat: 07/O1/201fi 9.0006 Fact: 0.0026731 03/20/2001 Int: 03/01)2001 [0 03/28/2001 Int: 02/2001, p ayable 04/15/2001 Psin: 0272001, payable 04/1572001 117.89709 A/B ll 7.697095 105.15290 A/B 105.380950 109.96571 A/B 110.090710 106.84650 A/B 106.846997 105.51669 A/B 105.516693 2.69 995.20 7.31 1,005.68 8.16 202.36 1.59 345.01 2.96 26,345.11 983.33 579.98 9.31 1,302.54 8.23 225.65 1.94 1.61 0.51 Page 7 This report was produced with EstateVa 1, a product of Estate Valuations s Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300. (Revision 6.3.2) Date of Death: 03/28/2001 sate of : Es[a to of Barbara e. Jung Valua tion Date: 03/28/2001 Report Type: Date of Death Proce ssing Date: 04/SR/2001 Number of Securities: 77 File ID: J u~q Shares Security Mean and/or Div and In t Security ox Par Description High/Ask Low/eid Adjustments Accruals Value 61) 20000 FHLMC PC GUAR 30-YEAR (31343KE88) OTC Mat: 07/01/2016 8.7508 Fact: 0.0416722 03/28/2001 104.89621 A/B 104.846207 873 .83 Int: 03/01/2001 to 03/28/2001 5 .97 Int: 02/2001, payable 09/15/2001 6 .09 Prin: 02/2001, payable 09/15/2001 2 qq 62) 15000 FHLMC PC CASH 30-YEAR (313901WL 11 OTC Mat: 11/01/2016 9.0008 Fact: 0.0212699 03/28/2001 105.51669 A/B 105.516693 336. 69 In[: 03/01/2001 to 03/28/2001 2 .15 Int: 02/2001, payable 09/15/2001 2 ,q2 Prin: 02/2001, payable 09/15/2001 4. 09 63) 50000 FHLMC PC GUAR 30-YEAR 131395ESW41 OTC Mat: 01/01/2017 8.5008 Fact: 0.0327814 03/28/2001 109.67821 A/B 109.678207 1,715. 75 Int: 03/01/2001 to 03/26/2001 10 .95 Int: 02/2001, payable 09/15/2001 11 .69 Prin: 02/2001, payable 09/15/2001 9. 79 691 30000 FHLMC PC GUAR 30-YEAR (31395MSE1) OTC Ma L• 09/01/2017 9.5006 Fact: 0.0267299 03/28/2001 104.06590 A/D 109.065399 834. 50 Int: 03/01/2001 to 03/26/2001 5. 71 Int: 02/2001, payable 09/15/2001 6. 54 Prin: 02/2001, payable 09/15/2001 29. 06 65) 40000 FHLMC PC GUAR 30-YEAR (313993WV 11 OTC Mat: 06/01/2017 8.2509 FacL• 0.0963703 03/28/2001 103.96590 A/B 103.965897 1,919. 10 Int: 03/01/2001 to 03/28/2001 11. 98 Int: 02/2001, payable 09/15/2001 12. 80 Prin: 02/2001, payable 09/15/2001 7 Op 66) 20000 FHLMC PC GUAR FHA/VA (31349 DGV7) OTC Mat: 12/01/2017 7.0009 Fact: 0.1962516 03/28/2001 101.90100 A/B 101.901001 3,999. 65 Int: 03/01/2001 [0 03/26/2001 20. 61 Int: 02/2001, payable 04/15/2001 22. 95 Prin: 02/2001, payable 04/15/2001 10. 02 67) 69000 FNMA SERIES 8935 (313602VN17 OTC Mat: 07/25/2019 9.5004 Fact: 0.10999921 03/28/2001 107.20000 Bid 107.200000 7,766. 21 CMO Accrual 51. 63 Page 8 This report was produced with EstateVa 1, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at 18181 313-6300. (Revision 6.3.2) Date of Death: 03/28/2001 Valuation Date: 03/28/2001 Processing Date: 04/18/2001 Shares Security or Par Description High/Ask Low/Bid 68) 15000 FHLMC PC GUAR 30-YEAR (31359BGM8) OTC Mat: 01/01/2020 9.0009 Fact: 0.0080599 .ate of: Es[a to of Barbara B. Junq Report Type: Dale of Death Number of Securities: 77 File ID: Jung Mean and/or Div and Int Security Adjustments Accruals Value 03/28/2001 104.74071 A/B 109.790707 Int: 03/01/2001 to 03/20/2001 Int: 02/2001, payable 09/15/2001 Prin: 02/2001, payable 09/15/2001 69) 25000 GNMA PASS-THRU X SINGLE FAMILY (36218WJS1) OTC Mat: 05/15/2020 10.0008 Fact: 0.08395996 03/28/2001 109.70239 A/B 109.702393 Int; 03/01/2001 to 03/28/2001 70) 30000 GNMA PASS-THRU M SINGLE FAMILY (36202BRU1) OTC Mat: 05/20/2020 9.5008 Fact: 0.02909292 03/28/2001 107.574 10 A/B 107,574097 Int: 03/01/2001 to 03/28/2001 71) 11000 FHLMC SERIES 1051 (312905AT 91 OTC Ma [: 03/15/2021 7,0008 Fact: 0.4797196 03/28/2001 101.01100 Bid 101.011000 CMO Accrual 72) 7000 FNMA SERIES 94-6001 (31359GLQ7) OTC Mat: 06/25/2022 7.0008 Fact: 0.20126236 03/28/2001 100.11300 Bid 100.113000 CMO Accrual 73) 10000 FHLMC SERIES 1921 (312913PP51 OTC Mat: 11/15/2022 6.0008 Fact: 0.0052553 03/28/2001 98.87900 Bid 98.874000 CMO Accrual 79) 25000 FEDERAL HOME LN BKS (3133M4NP41 Dealer quote DTD: 06/23/1998 Ma L• 12/23/2003 6.258 03/28/2001 100.37500 eid 100.375000 Int: 12/23/2000 to 03/28/2001 75) 25000 FEDERAL HOME LN MTG CORP (3139A15A91 Dealer Quote DTD: 03/03/1998 Mat: 03/03/2005 68 03/28/2001 100.00000 Bid 100.000000 Int: 03/03/2001 to 03/28/2001 76) 25000 FEDERAL HOME LN MTG CORP (3139A16L 91 Dealer Quote DTD: 03/03/1998 Mat: 03/03/2000 6.78 126 .63 0 .82 a . 91 0 .19 2,302 .65 15 .79 938 .89 6 .22 5,330. 21 27 .66 1,410. 43 7 .40 51. 96 0. 29 25,093. 75 912. 33 25,000. 00 109. 17 03/28/2001 100.00000 Bid loo.ooaooD 2s,ooo.oo Int: 03/03/2001 to 03/28/2001 116.32 Page 9 This report was produced with EstateVa 1, a product of Estate Valuations c Pricing Systems, Inc. If you have questions, please contact EVP Systems at (B 181 313-6300. (Revision 6.3.21 Date of Death: 03/28/2001 Valuation Date: 03/28/2001 Processing Date: 09/18/2001 Shares Security or Par Description Estate of: Estate o; Darbara B. Jung Aeoort Type: Date of Death Number of Securities: 77 File ID: Jung Mean and/or Div antl Int Security Hiah/Asl: Low/Eid Adj us[ments Accruals Value 771 10000 FEDERAL NATL MTG ASSN MEDIUM (31369 vVMB) OTC DTD: 02/29/1999 Mat 02/29/2019 6.91a 03/28/2001 Int: 02/29/2001 to 03/28/2001 Total Value: :COtal Accrual: 98.83190 Bid 98.831900 4,883.19 60.59 $6,943.90 Page 10 This report was produced with EstateVa 1, a product o` Estate Valuations a Pricing 51'stems, Inc. If you have questions, please contact EVP Systems ai IB181 313-6300. (Fevisi on 6.3.2) John B. Jung, Jr. ^--~6eaws Vice President Head of Fixed Income ~ and Trading BB&T CI~~TtU.I~'~f~RKE/$ ADivision of ScattB SUingtellow, lnc ~eruniaixaa~aa:nnia 2 SOUth Nlnth Slfeef Post Office Box 1575 (23218-1575) Richmond, Virginia 23219-3310 (804) 649-3972 (800) 476-3819 Fax: (804) 775-2880 Membr~.r NYSEISIPC E-Mail: jbjung@bbandLCOm DES SECLJPITY DESCRIPTION FHLMC GTD NTG CT GMC 9.4 09/15/08 Al n T DG37 Corp D E S Page 1/ 6 0 o a T r~ n ISSUER INFORMATION IDENTIFIERS ~ 1l Additional Sec Info Name FHLNC GTD MTG CT ISIN US313400AT00 Z) Put Schedule Type Sovereign Agency USIP/ID# 313400RT0 3l Sinking Fund Market of Issue US DOMESTIC 4l Factor History SECURITY INFORMATION RATINGS 5l Identifiers Country US Currency USD oody's NR 6) Ratings Collateral Type MORTGAGE BACKED &P NR 7) Custom Notes Calc Typ( 77)PRO-RRTR:PRR SINKS itch NR 8) ALLQ aturit 9/15/200 Series C-7 ISSUE SIZE 9) Pricing Sources IIVK/PUT Rmt Issued 18l Prospectus Request ou o .4 FIXED USD 200,000.00 (Ml 11l Related Securities IA 01360 Rmt Outstanding 12l Issuer Ueb Page Announcement Dt 11/14/78 USD 6,167.40 (M) Int. Accrual Dt 121 4178 Min Piece/Increment 1st Settle Date 12/ 4/78 100,000,00/100,000.00 1st Coupon Date 3/15/79 Par Amount 1 783.70 Iss Pr 99-16 BOOK RUNNER/EXCHANGE 65) Old DES HR'JE PROSPECTUS DTC UNKNOIJN 66l Send as Attachment J11Vh 11VU r UIVll Ktr Ltl. I J hL I UHL F'K1N KtllUl, lUNS I U llH L, REDIJCTION PAYMENTS. D/S 3/00. Copyrigqht 2001 BLOOMBERG L.P. FranKfurt~69-920410 Hong Konqq~2-977_6000 Lon Princet on~609-279-3000 Singapore X65-212-1000 Bydney~2-9777-BFaF 'r..~r, ,.. Bloomberg IHEN MINIMUM ANNUAL PAIN 18-2000 ~c.~aE Caw w l ~ ~ ~ S 3~7DCu ~- Apri120, 2001 ` Elyse E. Rogers AMERICAN Keefer, Wood, Allen & Rahal CENT'I.JRY• 415 Fallowfield Road, Suite 102 Camp Hill, PA 17011 American Century Investments Re: Account 021-001182272--John B. Jung and Bazbara B. Jung Dear Ms. Rogers: P.O. Bnx 419200 Thank you for your recent correspondence regazding the above-listed account. Kansas City, MO 64141-6200 Account 021-001182272 is a mutual fund account registered to John B. Jung and Bazbaza B. Jung in a "tenants in common" registration. With this type of registration, there are no rights of survivorship. Ownership for the account is divisible and maybe unequal. Because Mrs. Jung is 1-soo-:34s-zon deceased, her portion of the funds now passes to her estate. (State laws may vary regarding this o> type of registration.) 816-5.31-5575 On March 28, 2001, the value of Account 021-001182272 was $24,794.77. This represented 645.361 shazes at $38.42 a share. wuw. amencancenturyrom I hope this information is helpful. If you have any questions or if we can be of further assistance, please call our Investor Relations department at 1-800-345-2021 and refer to Document No. 00144456. Sincerely, Mary Ferguson Correspondence Representative Document No. 00144456-fer Enclosure: Business Reply Envelope REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Barkaara B Ju*~ 21-2001-0355 Inclutle proceetls of litigation & tleie procaetls were receivatl by the estate. All ro . )olntl -owned with rl ht of survlvorshlp must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Mellon Bank Checking Account 5,596.95 #262-109-3240 2 Accrued incase on abocre asset as of 2.20 decedent's date of death 3 Scott & Stringfellow Money Market Account 97,671.76 #21021027-Q~136 4 2000 Sable Statioriwagon 16,500.00 Per sales price TOTAL (Also enter on line 5, Recapitulation) ~$ 119, 770.91 (If more space is needed, insert additional sheets of the Same Size) 7 CPA81 NTF 10908 Copyright forms Software Only, 199] Nelco, Inc. ~/ Mellon Bank PERSONAL BANKING STATEMENT DIRECT INQUIRIES T0~ IuJIIm~~lunu~luJ~InInIuInJIJ~nn~~uull~udl BARBARA B JUNG 00328 431 BLACKLATCH LN 0126 CAMP HILL PA 17011-8416 MELLON HANK NA COMMONWEALTH REGION CEDARCLIFF 1510 CEDARCLIFF DR CAMP HILL PA 17011-7713 717-731-4856 262-109-3240 PAGE 1 OF 3 STATEMENT FROM 03/02/01 THRU 4/02/01 INC. IS OFFERING QUICKEN(R] TURBOTAX(R] FOR THE WE8(SM] FOR Alm STATE TAX RETURNS. MITH THE CONVENIENCE OF FILING ONLINE E APPROPRIATE AGENCY. VISIT WMM.MELLON.COM/TAXCENTER AND LET X ASK THE gUESTIONS AND DO THE MATH. RELATIONSHIP SUMMARY PREMIUM CHECKING WITH INTEREST ACCOUNT 262-109-3240 AG(fp ~ ~ '~~ ~y e~=•~ OPENING BALANCE AS OF 03/02/01 5,5%.95 TOTAL DEPOSITS Al0 OTHER AOOITIONS INCLUIINC INTEREST CREDITED THIS PERIOD x2.36 T0T1L CHECKS AND OTHER MITNORINAL3 NCLUlTNAi FEES AND AYfse THIS P YOD 00 CLOSING BALANCE AS OF 04/02/01 5.599.31 AVERAGE ACCOUNT BALANCE 5a5%.95 AVERAGE COLLECTED BALANCE FOR ANNWL PERCENTAGE YIELD EARNED 5>594.9b YOUI ANNUAL PERCENTAGE YIELD EMBED FOR THIS STATEIEHT PERIOD IS 0.48Y. a rti. ~~ "~~~. '.t'k+ ~S. nNr~tia ~'~w awr t~ $a.4 e'a" ~- DEPOSITS CHECKS DATE AND OTHER AND OTHER DAILY POSTED DESCRIPTION ADDITIONS NITHD •wL3 BA ~' 03/02/01 OPENINR BALANCE S,b%.95 04/Op/O1 INTEREST CREDIT p,;6 SERf/ICE CNIRBE 00• 5 599 31 04/02/01 CLOBINC BALANCE 5.599.31 • YOU! MDNNIILY SERVICE CHARGE iSHO1N TO THE RIGHT) NAS BEEN MAIVED -00, THIS lONTH BECAUSE YOU MET THE AVERAGE GAILY BALANCE RERUIREMENf IN YOUR CNECKIIN ACCOUNT. PLEASE USE THE ACCOlR1T RECOMCILEMENi FORM LOCATED ON THE LAST PAGE OF THIS STATEMENT TO BALANCE YOUR ACCOtAYT. REV-1510 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Barbara B. Jung 21-2001-0355 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Prudential IRA Account 24,157.96 100% 24,157.96 #044-801230-73 Beneficiary: Sohn B. Jung TOTAL (Also enter on line 7, Recapitulation) I$ 24 157.96 7 CPA01 NTF 1os1o (If more space is needed, insert additional sheets of the same size) Copyright Fonns Software Only, 199] Nelco, Inc. 08i17i01 16:13 KEEPER WOOD RLLEN & RRHRL ~ KWRR WS OFF RUG 17 2001 15:30 FR PRU 5_; HARRISBURG2717 975 8426 1., 92558050 Prudential Raymond G. Wouda 1T•, CFI'" Michael f. NowaTd, CFP" Sanlor vic¢ Aasldem - Invasemene Financial Advisor Shelly A, Wel6ley P. lay Nwe1 Raryl¢rad nxbpnr Cllane Sewlc¢ Nilflans PlaaaaWl ieoa1111N hloat7afaM 3 Lempyna OrHe Lempyne. PA 17049 P.O. Bet 7, Camp Hill, PA 1700b9B5~ TAI 717701 79y1 Epp IBg.Bg/S Pak 117 875•p1~ N0.702 P002i002 P.02 BARBARA B JUNG PRUDENTIAL SECURITIES ACCT. #044-801230-73 DATE OF DEATH VALUES FOR 3/28/01 SECURITY DESCRIPTION QUANTITY INTEREST RATE MATURITY DATE 0/2a101 VALUE ACCRUED INTERN PRUDENTIAL DIVERSIFIED 1281.708 512,907.25 HIGH GROWTH FD CL B CD FIRSTAR BANK 2,000 8.8096 08/161'01 52,000.00 :82,72 Cp HOUSEHOLD Fpp 2,000 6.8096 02/O4I02 12,000.00 520.12 CD PROVIDIAN NAT'L 3.000 8.96;6 02!03/03 53,000.00 531.42 CD PROVIp1AN NAT'L 3,000 7.0596 02102/04 59,000,00 592.45 MONEY MARKET FUNDS 1,084 51,084,00 THE INFORMAl10N CONTAINED HEREIN HAS BEEN OBTAINED FROM SOURCES BC4EVE0 RELIABLE BU7 NOT NECESSARILY GOM7LETE AND CANNOT BE GUARANTEED. THIS REPORT IS NOT THE OFFICIAL RECORD OF YOUR ACCOUNT. REV•1511EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Barbara B. Jung 21-2001-0355 Debts of decedent must 6e re orfsd on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Partherlrore FYuieral Home 1, 386.60 2 Travel e~er>`ses 1, 065.00 3 Fluieral luncheon 250.00 B. ADMINISTRATIVE COSTS: t, Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address Ciry State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant John B. Jung street address 431 Blacklatch Lane City Carlp Hill State PA Zip 17011 Relationship of Claimant to Decedent Surviving Spouse 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7 FYederick F~•cvay, clean house and drapes 8 Mark Hilbert, appraisal of real estate 9 The Sentinel, legal advertising 10 C1,unberland Law Journal, legal advertising 0.00 8,000.00 3,500.00 425.00 0.00 0.00 375.00 275.00 90.59 75.00 15.441. (If more space is needed, insert additional sheets of the same size) 7 liPA1t NTF 10911 Co0Y~9hi FOfR15 Software Only, 199] Nalco, lac. EX ~l I B I T REV-1512 EX + (7-97) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN RE9 DENT DECEDENTRN MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER CopydpM Fortes Software Only, 199] Nalco, Inc. 21-2001-0355 7 CPA12 NTF ms12 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES ESTATE OF Barbara B. J FILE NUMBER 21-2001-0355 RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 John B. Jung Surviving spouse 208,560.96 415 Blacklatch bane Carcg> Hill, PA 17011 2 Jung Trust A Testamentary Trust 210,967.00 c/o John B. Jung 431 Blacklatch Lane Car>y~ Hill, PA 17011 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THR OUGH 17 AS APPROPRIATE ON R EV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 Jung Trl.LSt A -Portion for which no election is made (44.924% of 309,047.32 total) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 309, 047.32 7 CPAt3 NTF 10913 (If more space is needed, insert additional sheets of the same size) CopyngM Fonns Software Only, 1997 Nalco, Inc. REV-1649 EX + (1-97) SCHEDULE O COMMONWEALTH OF ELECTION UNDER SEC. 9113 A PENNSYLVANIA ( ) INHERITANCE TAX RETURN (SPOUSAL DISTRIBUTIONS) RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara B. Jung 21-2001-0355 Do not complete this schedule unless estate Is making election to tax assets under Section 9113(A) of Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Sung TYU.St A/Elected Portion Trusttmamal, reaaual A, s, ar-aass, umrea crem1, em.l. If a trust or similar arrangement masts the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule O, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule O, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in Me election to have such trust or similar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule O, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. PART A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's surviving spouse under a Section 9113 (A) trust or similar arrangement. DESCRIPTION VALUE 1 Jung 'Iiztst A 687, 917.32 An election under Section 9113A is made for a fraction of Jung Tivst A as more fully set forth on the attachment hereto. Part A Total $ 687, 917.32 PART B: Enter the descripticn and value of all interests included in Pan A for which [he Section 91 13 (A) election to tax is being made. DESCRIPTION VALUE 1 Jung Trust A/Elected Portion consists of $378,879 of 210,965.00 $687,917.32 total value. Life Estate taxed at 0% is $167,903 Remainder taxed at lineal rate is $210,965 Portion for which election is not made is $309,047.32 Part B Total $ 210, 965.00 7 PA16991 NTF tose2 (If more space is needed, insert additional sheets of the same size) Copyright Fonns Software Only, 199] Nalco, Inc. Pennsvlvania Inheritance Tax Return Calculation of Jung Trust A Marital gift to John B. Jung Residuary Trust -Initial $ 687,917.32 Calculation Maximum amount sheltered by $ 675,000.00 applicable credit: Less: Taxable Gifts: $ 0.00 Less: Property joint with $ 0.00 Person other than spouse: Subtotal; $ 675,000.00 Plus State Death Tax Shelter $ 25,657.90 Amount: For Pennsylvania Inheritance $ 687,917.32 Tax Purposes: Jung Trust A Balance: Marital Gift to John B. $ 0.00 Jung Taxpayer is electing under Section 9113A of the Pennsylvania Inheritance Tax Act to pay Pennsylvania inheritance tax on the portion of Jung Trust A which will result in a Pennsylvania inheritance tax of $9,493.42. John B. Jung was 75 years of age on March 28, 2001, and the life estate factor applicable to him is .44317. The portion of Jung Trust A for which the election under Section 9113A is made is 55.0745% of the total value of Jung Trust A as shown above. Total value of Jung Trust A $ 687,917.32 Portion for which election is 55.0745% being made Amount for which election is $ 378,869.00 being made John B. Jung Life Estate in $ 167,903.00 Jung Trust A/9913A Election: Jung Trust A for which $ 309,047.32 election is not made (44.924%) Total to Spouse/non-taxable $ 476,952.32 from Jung Trust A Total to $ 210,965.00 Issue/ltemaindermen of portion of Jung Trust A for which election is being made METTE, EYANS at WOODSIDE AiiowpCY{ Ai LAN '- 'Y~•+srLVAHU ~noe-o~zn 21-01-355 J!_e~l.~~ ~' V' IlJ1J1 ~11.7C1LQ]L ~~~~~.71'1111(~IC71.~ OF BARBARA B. JUNG I, BARBARA B. JUNG, of Lower Allen Township, Pennsylvania, do make, publish and declaze this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II. I direct the Executor to pay the expenses of my last illness and funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM III: I specifically decline to exercise the Power of Appointment contained in the Last Will and Testament of my husband, JOHN B. JUNG. ITEM IV: If I die before my husband, JOHN B. JUNG, I give to him all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon. If I Page 1 ~ ~"~___ do not die before my husband, I may leave a written list in my safe deposit box or elsewhere disposing of certain items of my tangible personal property. The Executor shall dispose of items of my personal property as specified in the written list. If no written list is found in my safe deposit box or elsewhere and properly identified by the Executor within thirty (30) days after the probate of my Will, it shall be presumed that there is no other statement or list. Any subsequent discovered list shall be ignored. I give to my children living at the time of my death any tangible personal property not set forth in a written list, to be divided among them as they shall agree. If my children aze unable to agree, the Executor shall divide this property among my children in as nearly equal portions as the Executor, in the sole discretion of the Executor, deems practical, having due regard to the personal preferences of my children. ITEM V: I give the residue of my estate, not disposed of in the preceding portions of this Will, as follows: (a) To my husband, JOHN B. JUNG, as Trustee, IN TRUST, to be administered and distributed as provided in ITEM VI, a fraction of my residuary estate. The numerator shall be a sum equal to the lazgest amount that can pass free of Federal estate tax under my Will by reason of the unified credit and the state death tax credit (provided that the use of this credit does not require an increase in state death taxes) aIIowable to my estate but no other credit and after taking account of dispositions under other items of this Will and property passing outside of this Will which do not qualify for the marital or charitable deduction and after taking account of chazges to principal that are not aIIowed as deductions in computing my Federal estate tax. The denominator shall be the value of my residuary estate. For purposes of establishing this fraction, the values finally fixed in the Federal estate tax proceeding relating to my estate shall Page 2 r--.~~~- be used. I recognize that the numerator of such fraction may be zero (0), in which case no property shall pass to this Trust. I also recognize that the numerator may be affected by the action of the :Executor in exercising certain tax elections. (b) The balance of my residuary estate shall be paid to my husband, JOHN B. JUNG, if he survives me. If he does not survive me, this portion of my estate shall be added to the Trust funded pursuant to subsection (a) and shall be administered and distributed as provided in ITEM VI. ITEM VI: The following provisions shall apply to the Trust established under ITEM V(a), which shall be known as "Trust A": (a) The Trustee shall pay the net income arising from the principal of this Trust in convenient, at least annual, installments to my husband, JOHN B. JUNG, during his lifetime. (b) During the lifetime of my husband, the Trustee shall pay to or for his benefit so much of the principal of this Trust as may be necessary, in the sole discretion of the Trustee, for the proper support, maiatrnaniz and medical care of my husband. (c) Upon the death of my husband, the Trustee shall convey and pay over all of the rer*~a;n;ng assets, to one or alt, or less than all of my issue (and for the purpose hereof, an adopted child shall be considered to be the child of the adopting pazent), in such amounts or proportions, and in such lawful interest or estates, whether absolutely or in trust, as my said husband may have directed, either by Page 3 t~' J v instrument filed with the Trustee during his lifetime exercising this Power of Appointment or by his Last Will and Testament. In no event may this Power of Appointment be exercised in favor of my said husband, his estate or creditors of either. (d) If this Power of Appointment is for any reason not exercised by my husband, upon the death of my husband, or upon my death if he fails to survive me, the Trustee shall divide the principal and any accretions thereto and any accumulations of income into as many equal parts as there aze then living children of mine and then deceased children of mine represented by then living issue. The Trustee shall pay one share to my daughter, LINDA L_ JUNG, if living, one share to my son, JOHN B. JUNG, JR., if living, shall hold the share for my son, ANDREW P. JUNG, in trust, to be administered and distributed as provided in ITEM VII, and shall hold one shaze as a separate trust for the benefit of the issue of each deceased child, per stirpes. (e) In each Trust established for the benefit of the issue of a deceased child of mine, the Trustee shall quarterly pay the net income to or for the benefit of the issue of such deceased child, per stirpes, living at each time of quarterly distribution; as soon as any one of said issue attains the age of twenty-one (21) yeazs, and in no event later than twenty (20) yeazs following the death of the survivor of my husband and me, the Trustee shall pay over all of the then assets in the Trust to the then living issue of my deceased child, per stirpes. Page 4 =~~ (f) If at any time before final distribution of the assets of any of the Trusts established for issue of deceased children, there are no living beneficiaries of said Trust, the Trust shall terminate, and its assets shall be paid to my then living issue, per stirpes. Provided, however, that if there is then in existence any Trust created hereunder for the benefit of such issue, the assets which would have been paid to such issue shall be added to the principal of the Trust established for the benefit of such issue. ARTICLE VII: The following provisions shall apply to the sepazate Trust established for the benefit of my son, ANDREW P. JUNG: (a) The Trustee shaIl pay the net income arising from the principal of this Trust in convenient, at least annual, installments to my son, ANDREW P. JUNG, during his lifetime. (b) During the lifetime of my son, ANDREW P. JUNG, the Trustee shall pay to or for the benefit of my son so much of the principal of this Trust as may be necessary, in the sole discretion of the Trustee, for the proper support, maintenance, medical caze and college or higher education of my son. (c) Upon the death of my son, ANDREW P. JUI3G, or upon my death if he predeceases me, the then remaining principal shall be divided into as many equal shares as there aze then living children of my son and then deceased children of my son represented by then living issue. The Trustee shall pay one share to each of his then living children and shall pay one share to the then living issue of each of his deceased children, per stirpes. Page 5 -~~ (d) This Trust may be terminated at any time by the mutual consent of my children, JOHN B. JUNG, JR. and LINDA L. JUNG, or by the survivor of them. If they elect to terminate this Trust during the life of my son, ANDREW P. JUNG, the Trustee shall, upon termination of the Trust, distribute all assets of the Trust to my son, ANDREW P. JUNG. If the Trust terminates after the death of my son, ANDREW P. JUNG, the Trustee shall distribute the assets of the Trust to the then living issue of ANDREW P_ JUNG, per stirpes. In default of such issue, assets of the Trust shall be distributed to my then living issue, per stirpes. ITEM VIII; No part of the income or principal of any Trust created by this Will shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in banl~uptcy of any beneficiary prior to his or her actual receipt of income or principal distributed. The Trustee shaIl pay the net income and the principal to the beneficiaries specified by me, as their interests may appear, without regazd to any attempted anticipation, pledging or assivonment, and without regazd to any claim or attempted Ievy, attachment, seizure or other process against the beneficiary. ITEM IX: The Executor and the Trustee shall each possess the following powers, each of which may be exercised in a fiduciary capacity only: (a) To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor or Trustee. (b) To vary investments, and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, Page 6 ~ '~ real or personal, without being restricted to so-called 'legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) In order to divide the principal of a Trust or for any other purpose, including final distributions, the Executor and Trustee are authorized to divide and distribute personal property and real property, partly or wholly in kind, and to allocate specific assets among beneficiaries and Trusts so long as the total market value of each share is not affected by the division, distribution or allocation in land. The Executor and Trustee aze each authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) To sell either at public or private sale real and personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title_ No purchaser shall be obligated to see to the application of the purchase money or to make inQuirp into the validity of any aale(al_ The Executor and Trustee are a~tAsctasd to ascots. aiiato~{ecl~s and deliver deeds. aasitamenta, options or other arstittts as neoessarp at convenient to any of the power conferred opus the Ezecvtor and Trustee_ (e) To mort„'age real estate, and to make leases of real estate. (fl To borrow money from any person, including the Executor or Trustee, to pay indebtedness of mine or of my estate, ~ .~ , Page 7 expenses of administration or inheritance, legacy, estate ana ocher ---_ _ taxes, and to assign and pledge assets of my estate or any Trust established by this Will. (g) To pay all costs, taxes, expenses and charges in connection with the administration of my estate or any Trust established under this Will. (h) To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as the Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate or any Trust established under this Will, and to exercise all the powers incident to the ownership of stock. (j) To unite with other owners of property similaz to property in my estate to carry out plans for the reorganization of any company. whose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under athird-party beneficiary contract. Page 8 ~a i ~' i (1) To prepare, execute and file taa returns of any type required by applicable law, and to make all tax elections authorized by law. (m) To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor or Trustee deems appropriate, and to compensate these persons from assets of my estate or trust, without affecting the compensation to which the Executor and Trustee are entitled. (n) To divide any Trust created in this Will into two or more separate Trusts so that inclusion ratio for purposes of the generation- skipping transfer tax shall be either zero or one, in order that an election under Section 2652(a)(3) of the Internal Revenue Code may be made with respect to one of the sepazate Trusts, or for any other reason. (o) To do all other acts in their judgment necessary or desirable for the proper and advantageous management, investment and distribution of the estate and Trusts established under this Will._ ITEM X: The Trustee is authorized to distribute principal and/or income in any one or more of the following ways if the Trustee, in the sole discretion of the Trustee, considers the beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary is under a legal disability: (a) Directly to the beneficiary; (b) To the Legal Guardian or Conservator of the beneficiary; ,ems. Page 9 (c) To the Trustee, or to another person selected by the Trustee, as custodian under the Pennsylvania Uniform Transfers to Minors Act as to a beneficiary under the age of twenty-one (21) years; (d) To a relative of the beneficiary, to be expended by that relative for the benefit of the beneficiary; or (e) By directly applying distributions for the benefit of the beneficiary. ITEM XI: Any person who has died at the same time as I have, or in a common disaster with me, or under such circumstances that the order of our deaths cannot be established by proof, or within thirty (30) days of my death, shall be deemed to have predeceased me. ITEM XII: I appoint my husband, JOHN B. JUNG, to be the Executor. In the event of his death, inability or refusal to serve as Executor or Trustee, I appoint my son, JOHN B. JUNG, JR., to serve as Executor, Trustee, or both. The Executor and Trustee are specifically relieved from the obligation of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding nine (9) pages, at the end of each page of which I have also set my initials for greater security and better identification this oZ 5' day of (('~~~(c,G-fi, 19 ~S _~~f ,.. ' ~' ,F~ • ~~ (SEAL) BARBARA B. JUNG We, the undersigned, hereby certify that signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and yeaz first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. ,Z, ~ 7 , EAL) ~/~ ~ lC.~~L~s ~p/ ~. ~ ii~~r /~' - SEAL) ~J ~ C~ ;t (SEAL) J ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA . ) SS: COUNTY OF .GQn.r ) I, BARBARA B. JUNG, Testatrix, 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act .for the purposes therein expressed. BARBARA B_ JUNG Sworn to aad subscribed before me this ate` day of ~~r-a~~. isys y~~ ~' o~ No ary Public My Commission Expires: (SEAL) Notarial Seal Nanq L Taylor, Notary Public Prankfin Twp., York Courriy My Commission Expires Jan. 10.1999 Men¢1er, PennsylvariaAssoaatlon of Notaries ~---~- ~~.. AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~et,c~.~.-,~ SS: We, ~~i'lyi(;(~ t~.•C l Sf1r.~ ~••/!~ ~. ~c,1Sf l" and L t ~c ~ P ~ :U ~s the Witnesses whose names aze signed to the attached or foregoing uistrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, BARBARA B. JUNG, sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~' Witness' ~- Witness T Notary Pubs My Commission Expires: (SEAL Notarial Seal Nancy L. Taylor, Notary Public Franklin Twp. York Caunry My Commission Expires Jan. 70, 1999 Mern6e, Peruts~Maruags,o~ of Notaries 40I71 I STATUS REPORT UNDER RULE 6.12 Name of Decedent: Barbara B. Jung Date of Death: March 28. 2001 Will No. Admin. No. 2001-00355 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 X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete:_ April 15, 2003 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes _ No 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 d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~ ~ ,10~ L.- Signatu e Elyse E. Rogers, Esauire _ Name (Please type or print) 415 Fallowfield Road. Suite 301 Address Camp Hill, PA 17011 f 717) 612-5801 Telephone Capacity: Personal Representative X Counsel for Personal Representative ~~ 136187 1 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 2/07/2003 JOHN B JUNG 415 BLACK LATCH LANE CAMP HILL, PA 17011 RE: Estate of JUNG BARBARA B File Number: 2001-00355 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/28/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc : ~ File Counsel Judge G STATUS REPORT UNDER RULE 6.12 Name of Decedent: Barbara B. Jung Date of Death: March 28, 2001 Will No. Admin. No. 2001-00355 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 a final account with the Court? Yes _ No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No _ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~ ~ ~"~ ~ Q3 Signature Elyse E. Rogers, Esquire Name (Please type or print) 415 Fallowfield Road. Suite 301 Address Capacity: Personal Representative 136187 1 Camp Hill, PA 17011 (717) 612-5801 Telephone X Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TA% DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ELYSE E ROGERS ESQ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX E'i~~.. 'Q2 FEB 19 !l ~ :~.5 KEEPER ETAL C~Ea~~=~ 415 FALLOWFIELD RD ~tQl~1 ~ '.- CAMP HILL PA 170 REY-1547 ER ~FP (1R-RR) DATE 02-11-2002 ESTATE OF JUNG BARBARA B DATE OF DEATH 03-28-2001 FILE NUMBER 21 01-0355 COUNTY CUMBERLAND ACN 101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (12-00) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF JUNG BARBARA B FILE N0. 21 01-0355 ACN 101 DATE 02-11-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers [Schedule G) 8. Total Assets (1) 190, 000.00 NOTE: To insure proper (2) 427, 802.58 credit to your account, (3) .00 submit the upper portion (4) .00 of this form with your (5) 119 ,770.91 tax payment. [b) .00 (7) 24 ,157.96 (8) 761,731.45 APPROVED DEDUCTIONS AND EXEMPTIONS: 15,441.59 9. Funeral Expenses/Adm. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17,714 .58 11. Total Deductions (11) 33.156.17 12. Net Value of Tax Return (12) 728,575.28 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 309,047.32 14 Nst Vslua of Estate Subject to Tax [14) 419,527.96 . NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 208,560.96 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 210,967.00 X 045. 9,493.52 17. Amount of Line 14 at Sibling rate (17) •00 X 12 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00 19. Principal Tax Due (19). 9,493.52 TAY PDCTTTC• DATE NUNBER SCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 12-27-2001 CD000700 .00 9,493.52 TOTAL TAX CREDIT 9,493.52 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~b'~a~' ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INH{'RITANCE TAX DIVISION NOTICE OF DETERMINATION AND OEPi . T.80601 HARRI58URG, PA 17128-0601 ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN REY-488 EX ~FP (81-8Y) DATE 11-19-2002 ESTATE OF JUNG BARBARA B DATE OF DEATH 03-28-2001 FILE NUMBER 21 01-0355 COUNTY CUMBERLAND ELYSE E ROGERS ESQ ACN 201 KEEPER ETAL Amount Remitted 415 FALLOWFIELD RD 30 CAMP HILL PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES ~ ---------------------------------------------------------------------------------------------------------------- REV-483 EX AFP (01-02) *~( NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *~ ESTATE OF JUNG BARBARA B FILE N0.21 01-0355 ACN 201 DATE 11-19-2002 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: 9,493.43 9,493.52 .00 9,493.52 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID (-) AMOUNT PAID *IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN S1, 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.) \ BUREAU OF INDIVIDUAL TAXES ~r INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER REY-0Si EK APP [O1-R2) DATE 11-25-2002 ESTATE OF JUNG BARBARA B DATE OF DEATH 03-28-2001 FILE NUMBER 21 01-0355 ~' - CbUNTY CUMBERLAND ELYSE E ROGERS ESQ ACN 202 KEEPER ETAL Amount Remitted 415 FALLOWFIELD RD 30 CAMP HILL PA 17011` ~' MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion ofi this fiorn with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -~ ---------------------------------------------------------------------------------------------------------------- REV-736 EX AFP (01-02) ~~( NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER *~( ESTATE OF JUNG BARBARA B FILE N0.21 01-0355 ACN 202 DATE 11-25-2002 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed 9,493.52 (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States .00 or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 9,493.43 9,493.52 .00 .00 00