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HomeMy WebLinkAbout01-0400 Estate of HARRIET A. ASCHINGER also known as PETITION FOR PROBATE and GRANT OF LETTERS c:L l - tJ I-t{O 0 No. To: Register of Wills for the , Deceased. County of Cumb er land in the Social Security No. 175-03-3932 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the executor in the last will of the above decedent, dated December 13 and codicil(s) dated None named * ,19~ * It is suggested that PNC Bank, National Association, is successor by merger to The First Bank and Trust Company of Mechanicsburg. Pa. (state relevant circumstances. e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Bethany Village Retirement Center. 325 Wesley Drive, Mechanicsburg, PA 17055 (Lower Allen Township). (list street, number and muncipality) Decendent, then ~__ years of age, died March 12 , MK 2001 , at Lower Allen Tow~ship. Cumberland County, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None Decendenr at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ Unestimated $ $ $ None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters tes tamentary (testamentary; administration c. La.; administration d. b.n.c. La.) theron. v: V '.J >= IlJ ~Z e.; '- xllJ >= -00 >='= ro'':; Vi'6: 0'.- 20 ~ ;n Vi MERGER TO nt OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I -., COUNTY OF ____~UMBERLAND J s~ The petitioner(s} above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to ~he best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well fud truly admini~f the esta~e according to law. . \k' ~-- ~\..: f:' L\J- Sworn to or aff~me1-...cnd subscribed ~ '- _ :.....:"'<.... '- ( "-_oj ~IV" \ . ~ before me this 0<-C day of t Pre nt ~. April ~~ nf ~nn nn hPn~Jf nf PNC Bank. ~ Yr}r:;ff~(~ ij"u_i~ Kj//,(l'fj :~;J;A.../) Ci<fh{l" National Association ~ I I ~ j Register ~ ./ ~ ~ J '1 ";:. t, No. 21-01-400 Estate of HARRIET A. ASCHINGER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW April 20th i~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated December 13, 1991 described therein be admitted to probate and filed of record as the last will of Harriet A. Aschinger and Letters 1'c><;> t arnE-nt;a ry are hereby granted to PNC Bank, National Association, IS SUCCESSOR TO THE FIRST BANK & TRUST COMPANY OF MECHANICSBURG, PA FEES Probate, Letters, Etc. ......... $ 40.00 Short Certificatesp ) '" . .. . . ., $~.QL ~fiCi{\t\~rf ~.~~~..~ 4-C;;~.S. .? $ 6 . 00 JCP $ 5.00 TOTAL _ $ 66.00 Filed . AR~:n.J..4Q,. .2:QQ~................. ) .C " / ,I /)/~, ~ ~, . ~T L:4:'.-l.ll. (717) 697-8528 PHONE MAILED TO BANK APRIL 20, 2001 i~ ru Lcrotr d1.l1 rIll' In!Orrn,ll' here 'j' ,,' Rq.:.b(:J(. TI1< ('(l:-',I!l<ll,cndi,,]{c '.vi!] [~lu;';'uh '.(jilinl h'l!1l ,m ce,lifl,;ll'.' JC;ltl1 ,!till' tiled with fnl';l' !(I)\\dnkd !o rlk "iJ(e' \'iL': R,-:tord" OtJtcL hi) [lL'rrnanl'Jlf t"i1inF' 'WARNING: It is illegal to duplicate this copy by photostat or photograph. ~.(' h t h l\ ..... ,.. r~.: t-~. "- i; -,-,~' ;"1; -if; f ,:;-:". ;,"""';~;.~_ , )i"~ \',\ \ \\Jr p/ "/;'., \J~:" "</~~:~~7c. }~<<' ~"~":\ , -. ...~. '9' ','. "~~~,i.~.:~~~~i~ ::-",:i'~nn I:r ':,;\" -"<~~'::.::.:!.'i:~:'_~5';'! '. " ).) ()I) p 72342,22 " 1 ;) 'i(M.kH~-A-t.:~~l.~- " I . ' ., " ! ' ! .I,d h"L.hl,l' V · },c.] L 1'-/ ), J~-I{~kC/fL -'-lrL~JLI-- ---------.------- Hl05 :43 A.. 2187 COMMONWEALTH OF PENNSYLVANIA.. OEPARTMENT OF HEALTH . VITAL RECORDS CERTIFICATE OF DEATH TYPE/PRINT IN PERIAAkEH T BLACK INK SEX ~. Female STAlE riLE ~UM8EA SOCIAL SECURITY NUMBER J. 175 03 .. March 12,2001 NAME Of DECEOENT (f.... M'<l<lIe l"" AGe (last BorthdaV) UNllE R 1 01>11 _! lot....,.. BIRTHPlACE ~c.ty .;tr.d Pl.ACE OF DeATH {O.~" ()f')Iy ()("le -- ~ ,ns.uuc.:t.ortSoo urt'oet StU6~ 3lale 01 rClet(}Il Counuy) tiOSPllAL Inp..hene 0 ERlOuapaII.1lI [J ... In 'N I()(l. gIVe SC,eet aoo number J =.,.,,0 urIDER 1 YEAR MonlhO D.~ 84 Y,. 5. COUNTY Of DERH Cumberland Lower Allen Twp. .... Ie. DECEOfNT'S USUAl OCCUMION (~v:o.~~r:'~ 0::: ~~::r . l1a. Secretary lib. DECEDENT'S MAIliNG AOOfIESS (St..... CIIy~. sa-. z,p Codel OfCEOfNT'S 325 Wesley Drive ~~~U;;NCE Mechanicsburg, Pennsylvania 17055 ~'""":;" I" FAJHER'S NAME (fo". Mld<lIa. la..) Architecture W#.S DECEDENT EVER IN U.S. ARMED FORCES? Ya. 0 ""f] t 7.. SI~I. Pennsylvania 17b. Coun Cumberland Frank Armacost II. INfORMANT'S NAIoIE (T~Plln') ~. METHOO OF llfSPOSITIOH IIunaI 0 C'omauon [) ~~oryl William C. Enterline f\emoyII "am S'81. 0 \.. .~-_.. l4L/'~I,:+J E LICENSEE OR p~ ACTING AS SUCH /' t ( .. {.-<< c' ~ .______,__._ wl\9f1 C4ftf/Y1llg ._ .___ 10 "'" _ 01 my knowledge. alllme 01 de.alh to FD-014318-L aCJO I RACE - AmeflQll kKhn. Stack. WMe, eu: (5pecjy) '0, White Did - Min. -;p? lotARITAL STATUS. loIMnod N4l_lot.II..... w_. o.-c.cllSpecIy) 14. Widowed 17..K! ~.dac_livedin Lower Allen .... SURVIVING SPOuSE 11t""",~""rT\IIldeI'Inat1't8t 17d,O ::==;:::0' CIIy_ MOTHER'S NA...e IF.sa, M.oate. MalOeO Sufnarne) Grace Hunter ... INFORMANT'S lotAILINO ADDRESS (Sltee4. CIlyITown. SIaIe. 'II> Codel 20b 6745 North Amahl Drive Tucson, Arizona 85704 PlACE Of DISPOSITION, Nama 01 Ca_.IV. Cram.""Y LOCATION. Cllync-.. SI.... Ioc> Code 01 Olhef Pt~. 21c. Conolite Crematory Schaefferstown, Pa. 17088 ~ld. M ers Funeral Home Inc. 37 East Main Street Mechanicsbur ,Pa 17055 LICENSE NUMBER DATE SIGNED 1>. I " /' (MonIh. o.y. -, 2~N 3S) O~J - L 2Jc. '/.)ute-A 1..:1.. 0l.:7Pj w.o.s CASE REFERRED TO MEOICAL EXAMINER/CORONER? Val iiZI ~. D. NoD H. I Apptoximale ~ inlerval benlr..n I 0"'" and dead'I , 1 I 24. M 27. PART,: Ef\te' U'~. diHau,. inlunes Of compIICatlOttlwhich caused lhe dealh 00 not .rn., lhe r11CldlI 01 dying, 5uch il5 cardiac or rsspuiuory alle$l, shock 01 rwtatt failur. l... onf./ ~ cause on _aen Itn8 RVrIT) I (\.lh:'-Uf ()Jyy~\-l DuE m ( A CONSEOUSNCE OF): be.. . . I ouem(OAASACONSEOUENCEOF): . .. c - DUE m(OA ASACoNSEOUENC~------~----_u_-, d _ WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJUAY ~~.6=~ ~use ~, /' 0 (Monlh o.y, '"'... OF DEATH? NalIM''' b:d' HomICiOI o PBnd.~ Invesug.;J.lion 0 o Coukl no< be del.rmlned 0 ~CE OF INJURY. ... homo, la'm~r..'. 1.,,01'/. offic. bu*ino. etc. ,$pecltV) JOo. " '" -.: No~ &M<odo Y.. D '* 2". 2.... aRT.,..f.A tC~~k OI'lIy one) .CEATWYING PHYSK;lAN (Ph..StCI3n cefhlYlng cause ul c.Walrl .....1181"' .!(lOlt'et phvs.oc.an hdS pronOunced uC.llh dn(J complt:/ed IIt:rfl23) To &he beal 01 my knowledgtl. de,th occurred due 10 Che cau..(I) and manner.. a.atM. . . . . . ~ ~ ~ o ~ ~ . PRONOUNCING AND CERTifYING PHYS'CIAN It'h'r'StCldn h:JI'l j)l ~nOUliClng ut?dltl dod t.:etftIVIll'J to CdU~ 01 tle,ilh\ To ~ b.-et 01 m, kIlO_ledge. de,th occurred .Idle Ume, d..e, Ind place, and due 10 Ihe cauH(I) and m.nn~f.' .1.led "MEDICAL EXAMINER/CORONER On the b..i. of examlnallon ..nd/or invesUgoilion. 10 my opinion, death occurred at 1M Ume. date, .and place, and due to the cause(a) and manne, .. '\a\e-d.. . . . . . . . . ....... _ .. .. . . . . . , . . . . . . . . . . . . . . . . . . . . . . .. .. _. . . . . . . . . . . . . . . . . . . . . . lI. PART I.: Other significant: condiliona c::onlflbutjng &0 deelh. but nol ~ll\""~~gOooI\;"PART I I : .....- ; TIME OF INJURY INJURY ,t;I WOfIK? DESCRIBE HON INJURY QCCURAEO. Y.. 0 NoD Ll. JOe. JOd. lOC,t;I1QH ($"_. CoIy~wn. SIa'" A.,l.Jv<' (\.",,,-/-~/,,-- DATE SIGNED lMontn Day. .....1 ,. L,' )I~. ~~____ NAME AND ADDRESS <Y PERSON WHO COMPLt;TED CAUse OF DEATH (lIem27)TYP8orPnnl FUNlllt I\- . {\ i!,;('I\:,'O'1/1(/- o it2.(, '-V "fllll 1.llI \ 1 {(If, I 1 ( 't I:"/)lj I\., L- )2. r . \ I ) I DATE fiLED (Month OaJ'. 'fedl) '2) r /Li! \J LAW OFFICES JNELSAKER & BRENNEMAN 21-01-400 LAST WILL AND TESTAMENT I, HARRIET A. ASCHINGER of the Borough of Mechanicsburg, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath all of my jewelry, household goods and other tangible personal property unto my son, namely, WILLIAM CLARK ENTERLINE, absolutely. THIRD. I order and direct that all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, shall be added to, held and distributed in accordance with the terms and provisions of a certain Indenture of Inter Vivos Trust dated December 13 , 1991, in which I am Settlor and The First Rank and Trust Company of Mechanicsburg, Pa. is Trustee, and for that purpose, I hereby give, devise and bequeath my said residuary estate unto said Trustee to hold, invest, manage and distribute in accordance with the terms and provisions of said Indenture of Inter Vivos Trust. LASTLY. I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG, PA., to be the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I, HARRIET A. ASCHINGER, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this 13th day of December A.D., One Thousand Nine Hundred Ninety-one (1991). ;d<;7V1.A..erC;: ~L~'L (SEAL) U The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by HARRIET A. ASCHINGER, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed hereto. ,/) /' ; - /~/ / '"":'" -;i' ::--:r-c..-e~:r /~ - (---"f-C-/>?,,'-J'-"'- , ,/ / ........./ / -_. ./ V L'\W OFFICES 3NELBAKEK & BRENNEMAN -2- I -I I I . . COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND We, HARRIET A. ASCHINGER, RICHARD C. SNELBAKER and JANET I I R. STEGNER, the Testatrix and the witnesses, respectively, whose I I names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. v\..,.. L~' ./,r) A/ , ~ ~ (--._..~h> "r-e-'~A'J{-' '.:~;: '.:=r::; ~.4~--- // W 11:' ne s.:t' '..... Subscribed, sworn to and acknowledged before me by HARRIET A. ASCHINGER, the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses, this 13th day of December, 1991. (----;J, , .' () '---j 1/ / ''-~tZ2t{t.(,,~1 \... . t~~ Notary Public LAW OFFICES ~NELBAKER & BRENNEMAN r---..-.- . Pa""'{""" .__._~,~-_......._.. "'-"'-"-'-~'l . ,)'V"_,.", , ~;;Gf"';;Jva!i51\:;scc;i,tono~:J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harriet A. Aschinger, Deceased Date of Death: March 12, 2001 No. 2001-00400 PA No. 2101-0400 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the fullowing beneficiaries or the above-captioned estate on or about July 24, 2001: Name Address William Clark Enterline 6745 North Amahl Drive Tuscon, AZ 85704 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE. Date: July 24, 2001 ~ c r C. Snelbaker, Esquire 44 West Main Street Mechanicsburg, PA 17055-0318 (717) 697-8528 1 ( . \ . PNC~AN~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PA ORPHANS' COURT DIVISION NO. 21-01-0400 ESTATE OF HARRIET A ASCHINGER DECEASED LATE OF THE TOWNSHIP OF LOWER ALLEN FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION EXECUTOR DATE OF DEATH MARCH 13 2001 WILL NO. 21-01-0400 LETTERS GRANTED APRIL 20 2001 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS FEBRUARY 19 2002 ACCOUNTING APRIL 20 2001 TO JULY 31 2002 PURPOSE OF ACCOUNT: THE EXECUTOR OFFERS THIS ACCOUNT TO ACQUAINT INTERESTED PARTIES WITH THE TRANSACTIONS THAT HAVE OCCURRED DURING ITS ADMINISTRATION OF THE ESTATE. IT IS IMPORTANT THAT THE ACCOUNT BE CAREFULLY EXAMINED. REQUESTS FOR ADDITIONAL INFORMATION OR QUESTIONS OR OBJECTIONS CAN BE DISCUSSED WITH: PNC BANK, NATIONAL ASSOCIATION C/O LINDA J LUNDBERG ASSISTANT VICE PRESIDENT P.O. BOX 308 CAMP HILL, PA 17001-0308 TELEPHONE (717) 730-2265 RICHARD C SNELBAKER, ESQUIRE SNELBAKER, BRENNEMAN & SPARE 44 W MAIN STREET MECHANICSBURG PA 17055 TELEPHONE (717) 697-8528 - 1 - TRSNOlI10195) ;' HARRIET A ASCHINGER PRINCIPAL RECEIPTS NET GAIN/LOSS ON CONVERSIONS ADJUSTED BALANCE LESS DISBURSEMENTS DEBTS OF DECEDENT FUNERAL EXPENSES ADMINISTRATIVE EXPENSES FEDERAL AND STATE TAXES FEES AND COMMISSIONS FAMILY EXEMPTION TOTAL PRINCIPAL DISBURSEMENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES PRINCIPAL BALANCE ON HAND INVESTMENTS MADE CHANGES IN INVESTMENT HOLDINGS INCOME RECEIPTS LESS DISBURSEMENTS BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES INCOME BALANCE ON HAND COMBINED BALANCES REMAINING SUMMARY AND INDEX PAGES 3 - 3 4 - 4 4 - 4 4 - 5 5 - 5 5 - 5 4 - 5 5,803.27- 2,782.19- 541.71- 26,741.79- 8,500.00- .00 6 - 6 7 - 7 8 - 8 9 - 9 10 - 10 - 2 - PNCJRANlK 769593 46,868.96 .00 46,868.96 44,368.96- 2,500.00 2,500.00- .00 182.42 13.95- 168.47 168.47- .00 .00 TRSN01110/951 HARRIET A ASCHINGER 4/25/01 6/08/01 3/04/02 7/31/02 PRIVATE BANK PNCBANK 769593 RECEIPTS OF PRINCIPAL INVENTORY FILED ON 12/12/01 PER COpy ATTACHED OTHER RECEIPTS 17,717.17 PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT OF TRUST OF HARRIET A ASCHINGER DATED 12/13/91 CASH FOR ADMINSTRATIVE EXPENSES PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT OF TRUST OF HARRIET A ASCHINGER DATED 12/13/91 CASH FOR ESTATE TAXES WESLEY AFFILIATED SERVICES INC REFUND PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT OF TRUST OF HARRIET A ASCHINGER DATED 12/13/91 CASH FOR FEES & COMMISSIONS TOTAL PRINCIPAL RECEIPTS 10,000.00 15,000.00 87.70 4,064.09 46,868.96 ------------ ------------ TRSN02110/SS) - 3 - . I ,. . , PNClmAN~ ESTATE OF HARRIET A ASCHINGER DECEASED (DIED 03/12/01) LATE OF THE TOWNSHIP OF lOWER AllEN CUMBERLAND COUNTY PA WIll NO 21-01-0400 INVENTORY COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND lINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, THE EXECUTOR OF THE ESTATE OF HARRIET A ASCHINGER DECEASED HAVING BEEN DUlV AFFIRMED ACCORDING TO lAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOllOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY 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 THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY AFFIRMED AND SUBSCRIBED BEFORE ME THIS , {l ;;/L DAY OF 4<",4/ 20 d/ , .~~:':'"~,\~:,,,,- ~ .~~ \. ,. -.... ~~ ~ - 1 - ......" C; ....1 . ~ ~ 0 3 - u ~ cr, 0 (-~.~ CJ ," ~ -- N \ .J ~ $ c w --+ 0 :D~ mo ('::' 0 ..... ...... '....'. Q, ;;:'(1) ~~ Q NOTARiAl SEAL DENISE C. SULLENBERGER, Notc;ry Public Hampden Twp., Cumberland County My Commission Expires Nov. 22, 2004 :'> ,~-'" (J) 9.. TRSNOI I I 0/95) HARRIET A ASCHINGER PRIVATE BANK PNCl8ANK 769593 MISCELLANEOUS JEWELRY CASH GE CAPITAL ASSURANCE NURSING HOME FACILITY BENEFITS PAYMENT GE CAPITAL ASSURANCE NURSING HOME FACILITY BENEFITS PAYMENT USI COLBURN INSURANCE SERVICE REFUND MEDICAL INSURANCE CASH FOUND IN SAFE DEPOSIT BOX ASBURY SERVICES INC & AFFILIATES REFUND NURSING HOME PAYMENT INTERNAL REVENUE SERVICE REFUND 2000 INDIVIDUAL INCOME TAX COMMERCIAL COIN CO SALE OF COINS UNITED STATES TREASURY REFUND 2000 TAX RELIEF OLD GUARD INSURANCE INSURANCE POLICY #HO-221691 REFUND OLD GUARD MUTUAL INSURANCE LITIGATION PROCEEDS WESLEY AFFILIATED SERVICES INC REFUND ALERT PHARMACV REFUND TOTAL INVENTORY 2,500.00 1,375.00 3,500.00 452.32 4.00 3,750.97 5,659.00 21.00 300.00 14.00 8.68 119.84 12.36 17,717.17 ===.========= TRSNOZ 11 0/951 - 2 - HARRIET A ASCHINGER 4/25/01 4/25/01 4/25/01 4/25/01 4/25/01 4/26/01 5/03/01 6/21/01 4/11/02 4/25/01 4/30/01 4/26/01 5/04/01 PRIVATE BANK DISBURSEMENTS OF PRINCIPAL DEBTS OF DECEDENT PENNA DEPARTMENT OF REVENUE BALANCE 2001 INDIVIDUAL INCOME TAX THE FOOT CARE CENTER PROFESSIONAL SERVICE VERIZON PHONE SERVICE BEACON MEDICAL GROUP MEDICAL SERVICE ALBERT PHARMACY PRESCRIPTION SERVICE BETHANY VILLAGE SERVICE AT&T FINAL BILL LESS REFUND DATED 5/7/01 21.02 4.47 WILDEMAN & OBROCK PREPARATION RE 2000 INDIVIDUAL INCOME TAX AND 1998,1999 AND 2000 GIFT TAX RETURNS PENNA DEPARTMENT OF REVENUE BALANCE 2001 INDIVIDUAL INCOME TAX TOTAL DEBTS OF DECEDENT FUNERAL EXPENSES MYERS FUNERAL HOME INC FUNERAL SERVICES WILLIAM CENTERLINE REIMBURSEMENT FOR COSTS INCURRED TO ATTEND & ARRANGE FUNERAL TOTAL FUNERAL EXPENSES ADMINISTRATIVE EXPENSES SNELBAKER BRENNEMAN & SPARE REIMBURSEMENT FOR PROBATE COSTS PNC BANK NATIONAL ASSOCIATION FEE FOR lOST SAFE DEPOSIT BOX ~ - 4 - PNClRANK 769593 62.00- 38.60- 7.33- 61.40- 142.40- 4,824.99- 16.55- 625.00- 25.00- 5,803.27- 1,235.00- 1,547.19- 2,782.19- 66.00- 12.00- TRSN02110/951 HARRIET A ASCHINGER 7/23/01 12/07/01 3/14/02 7/31/02 6/07/01 12/07/01 7/31/02 7/31/02 PRIVATE BANK DISBURSEMENTS OF PRINCIPAL ROSE MARIES ANTIQUES APPRAISAL FEE RE JEWELRY REGISTER OF WILLS FILING FEES PENNA INHERITANCE TAX INVENTORY 15.00 13.00 RICHARD C SNELBAKER REIMBURSEMENT FOR LEGAL ADVERTISING PATRIOT NEWS CUMBERLAND LAW JOURNAL 125.71 75.00 REGISTER OF WILLS RESERVE FOR FILING FIRST AND FINAL ACCOUNT TOTAL ADMINISTRATIVE EXPENSES FEDERAL AND STATE TAXES REGISTER OF WILLS PENNA INHERITANCE TAX ON ACCOUNT LESS 5% DISCOUNT 26,500.00 1,325.00 REGISTER OF WILLS BALANCE PENNA INHERITANCE TAX TOTAL FEDERAL AND STATE TAXES FEES AND COMMISSIONS RICHARD C SNELBAKER ATTORNEYS COMPENSATION PNC BANK, NATIONAL ASSOCIATION EXECUTORS COMPENSATION CNOTE: COMPENSATION ON NON-PROBATE TRUST ASSETS WILL BE CHARGED TO HARRIET ASCHINGER TRUST $5,972.00) TOTAL FEES AND COMMISSIONS TOTAL PRINCIPAL DISBURSEMENTS - 5 - PNCBANK 769593 35.00- 28.00- 200.71- 200.00- 541.71- 25,175.00- 1,566.79- 26,741.79- 1,000.00- 7,500.00- 8,500.00- 44,368.96- ------------ ------------ TRSN02110/SS1 HARRIET A ASCHINGER PRIVATE BANK DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES WILLIAM CLARK ENTERLINE PER ITEM OF SECOND OF WILL 4/04/02 DIAMOND RING TOTAL PRINCIPAL DISTRIBUTIONS - 6 - PNCBANK. 769593 2,500.00- 2,500.00- 2,500.00- ---------- ---------- TRSN02 (10/951 HARRIET A ASCHINGER PRIVATE BANK RECEIPTS OF INCOME OTHER INCOME BLACKROCK US TREASURV MM INSTITUTIONAL CLASS FD 102 5/01/01 6/01/01 6/01/01 7/02/01 7/02/01 8/01/01 8/01/01 9/04/01 9/04/01 10/01/01 10/01/01 11/01/01 11/01/01 12/03/01 12/03/01 1/02/02 1/02/02 2/01/02 2/01/02 3/01/02 3/01/02 4/01/02 4/01/02 5/01/02 5/01/02 6/03/02 6/03/02 7/01/02 7/01/02 TOTAL INCOME - 7 - PNClRANK 769593 4.96 .01 34.05 .10 24.18 .18 17.42 .21 17.10 .21 14.70 .21 12.75 .18 10.39 .18 7.28 .18 6.35 .16 5.89 .19 6.42 .21 6.21 .21 6.37 .21 5.91 182.42 182.42 ------------ ------------ TRSN02110/951 HARRIET A ASCHINGER 6/12/02 PRIVATE BANK DISBURSEMENTS OF INCOME PENNA DEPARTMENT OF REVENUE 2001 FIDUCIARY INCOME TAX FOR YEAR ENDED 2/28/02 PNC BANK NATIONAL ASSOCIATION INCOME COMPENSATION 5/10/01 6/08/01 1/10/01 8/10/01 9/10/01 10/10/01 11/09/01 12/10/01 1/10/02 2/08/02 3/08/02 4/10/02 5/10/02 6/10/02 1/10/02 TOTAL INCOME DISBURSEMENTS - 8 - .30- 2.04- 1.46- 1.06- 1.04- .89- .18- .63- .45- .39- .36- .40- .39- .39- .31- PNClrnANK 169593 3.00- 10.95- 13.95- ---------- ---------- TRSN02110/951 HARRIET A ASCHINGER PRIVATE BANK DISTRIBUTIONS OF INCOME TO BENEFICIARIES PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER THE AGREEMENT OF TRUST OF HARRIET A ASCHINGER DATED 12/13/91 PER ITEM OF THIRD OF WIll 7/31/02 CASH DISTRIBUTED TOTAL INCOME DISTRIBUTIONS - 9 - PNCBANK 769593 168.47- 168.47- 168.47- ---------- ---------- TRSN02110/95J PRIVATE BANK PNC~ANK VALUE 7/31/02 769593 ACQUISITION VALUE HARRIET A ASCHINGER BALANCE OF INCOME ON HAND TOTAL INCOME .00 .00 ------------ ------------ ------------ ------------ TRSN02110/951 - 10 - PRIVATE BANK PNCBANK 0769593 ESTATE OF HARRIET A ASCHINGER DECEASED (DIED 3/13/01) PNC BANK, NATIONAL ASSOCIATION B~~ ~~ EXECUTOR 0- TRSN02 (l0/951 - 11 - PRIVATE BANK PNClRANK COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS LINDA J LUNDBERG BEING DULY AFFIRMED ACCORDING TO LAW DEPOSES AND SAYS THAT SHE IS AN ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, THE ACCOUNTANT NAMED IN THE FOREGOING ACCOUNT AND THAT THE SAID ACCOUNT IS JUST AND TRUE TO THE BEST OF HER KNOWLEDGE AND BELIEF AND THE GRANT OF LETTERS AND THE FIRST COMPLETE ADVERTISEMENT THEREOF OCCURRED MORE THAN FOUR MONTHS BEFORE FILING OF THE ACCOUNT AND THE DECEDENT WAS NOT ADJUDICATED INCOMPETENT AFFIRMED AND SUBSCRIBED TO ::F:;~~~:~S ::~ DAY ~ ~~,-~,<-CL'0-- I HER Y CERTIFY THAT I AM NOT A DIRECTOR OR OFFICER OF PNC BANK, NATIONAL ASSOCIATION f1N~ fl111~yL Notariai Seal Carol A. Leiphart, Notary F-'ubiic Hampton Twp., Cu~berland _ ' My Commission Ei!.plres Nov. 1::;, I --.--..---' M(-)mber. Penns'Ji\j.")i.'l " TRSN02 (101951 - 12 - - - - - - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT PNC ADVISORS POBOX 8874 CAMP HILL, PA 17001-9952 nn____ fold ESTATE INFORMATION: SSN: 175-03-3932 FILE NUMBER: 21-2001- 0400 DECEDENT NAME: ASCHINGER HARRIET A DATE OF PAYMENT: 1 2/ 1 2/ 200 1 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/12/2001 NO. CD 000632 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,566.79 I I I I I I I I TOTAL AMOUNT PAID: $1,566.79 REMARKS: PNC ADVISORS CHECK# 41 0914 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS G ~~; *: C\J C> l'- <.0 (J) ""T <( ~:t o Z 1- 2 :J o ~ <:( ,..) i,._,t :"-~'.':/: , :(~' UJ a: UJ :r '3 s:> / ~' ." 1/1 OJ tJf : f- a. - w (.) w cr ....J <l' - (.) - u. u. o 1- Z W--.JCC Z~OW o(J)fEm <:((J)2~ WO:J 2202 <:( " >< <( I- W I- S~ ZOO <(W >0 -lZ ~< ZW ZU WZ 0.<( I- er W J: ~ ,/ " i" Q ~ , 0.., I ' 1- 2 :J o ~ <:( --.J ~ o 1- <:( :2 <:( > ~ ffl ~w>< ;; 2:::>;:: co w2 0 a.W--l ro OLL if; ~ C\J ceO ,..... iElL.~ <:( --100 a. <:(/-2 . ~a5i:;;2t 220 co:::> Ol-:::>gm :Ea:~C\J(j) :E<:(UJ~~ OQa:QCl: oi5~i5J~ ~ o 0: LL. o W > iii u w 0:/ L- '" ..t' -.:t ~ U) Z r-. ._,f 0 -; cr ;::: $f_ a ~::l (l) <:( ...... Z T i_,f 2 t~ <r 2 0 <r #- cr (;. ...J t:~ m :x-:: 0 ", ....... 0:.:' fU U ; I..L. w .-, '-, u w ~ a: l- ....... UJ f'J Z <:( {:. r "'T" . W 0 /Xl I- ""1 Q I:J --,' LL.J (I) '''. I: ~ f- 2 ~ 0 w ....., ~ :::> cr ::) Q fl) (J) --.J ;z <:( >- U LL ~ <:( W ~ I- 0 cc w UJ U) -.J I- 2 <:( (f) ~l!:! CL (j) :::> w 0 0 I- ~ a a. 0 ~ W [2 CC C/) -J -J ~ U. o CC ~ !Q (!J LU CC l \. / {; - c2r::2~-- ~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I i '* NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP (01-02) LINDA J LUNDBERG PNC ADVISORS PO BOX 308 CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-20-2002 ASCHINGER 03-12-2001 21 01-0400 CUMBERLAND 101 HARRIET A Amount Remitted PA ~l.7'~OI MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iffv: iS4-j-i3f-AFP--fol-:02Y-NO,.-ici--oF-YNHiifiTAifCE-,.-A"x-A-PPRA-isii.fENT~--AL1-owAirCE-[fR----------- - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ASCHINGER HARRIET A FILE NO. 21 01-0400 ACN 101 DATE 05-20-2002 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) S. Cash/Bank Deposits/Misc. Personal Property [Schedule E) 6. Jointly Owned Property [Schedule F) 7. Transfers [Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 14.058.31 .00 629.289.28 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 643,347.59 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) 10. Debts/Mortgage Liabilities/Liens [Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 17,986.19 1.654.94 (1ll (12) (13) (14) 19.641 13 623,706.46 .00 623,706.46 NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 623,706.46 X 045 = 28,066.79 .00 X 12 = .00 .00 X 15 = .00 (19)= 28,066.79 (15) (16) (17) (18) I .... '....n I n____. . II l + J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID [-) 06-08-2001 AA496702 1,325.00 25,175.00 12-12-2001 CDOO0632 .00 1,566.79 TOTAL TAX CREDIT 28,066.79 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) " - PNC~ANK ESTATE OF HARRIET A ASCHINGER DECEASED (DIED 03/12/01) LATE OF THE TOWNSHIP OF LOWER ALLEN CUMBERLAND COUNTY PA WILL NO 21-01-0400 INVENTORY COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND LINDA J LUNDBERG ASSISTANT VICE PRESIDENT OF PNC BANK, NATIONAL ASSOCIATION, THE EXECUTOR OF THE ESTATE OF HARRIET A ASCHINGER DECEASED HAVING BEEN DULY AFFIRMED ACCORDING TO LAW DID DEPOSE AND SAY THAT THE ITEMS APPEARING IN THE FOLLOWING INVENTORY ARE PERSONAL ASSETS WHEREVER SITUATE AND REAL ESTATE IF ANY 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 THE DECEDENT OWNED NO REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA EXCEPT THAT WHICH APPEARS IN A MEMORANDUM AT THE END OF THIS INVENTORY AFFIRMED AND SUBSCRIBED BEFORE ME ~/;L.. THIS /d,c:. DAY OF~h2/ 20U . ~ ()~~ ::IJ :Dro (:~ ":' 'J 1 CJ N ~ --..lo , TARIAL SEAL DENISE C. SULLENBERGER, Notary PubJic Hampden Twp., Cumberland County My Commission Expires Nov. 22, 2004 N \0 - 1 - TRSNOl110/951 . .. HARRIET A ASCHINGER PRIVATE BANK PNClmANK 769593 MISCELLANEOUS JEWELRY CASH GE CAPITAL ASSURANCE NURSING HOME FACILITY BENEFITS PAYMENT GE CAPITAL ASSURANCE NURSING HOME FACILITY BENEFITS PAYMENT USI COLBURN INSURANCE SERVICE REFUND MEDICAL INSURANCE CASH FOUND IN SAFE DEPOSIT BOX ASBURY SERVICES INC & AFFILIATES REFUND NURSING HOME PAYMENT INTERNAL REVENUE SERVICE REFUND 2000 INDIVIDUAL INCOME TAX COMMERCIAL COIN CO SALE OF COINS UNITED STATES TREASURY REFUND 2000 TAX RELIEF OLD GUARD INSURANCE INSURANCE POLICY #HO-221691 REFUND OLD GUARD MUTUAL INSURANCE LITIGATION PROCEEDS WESLEY AFFILIATED SERVICES INC REFUND ALERT PHARMACY REFUND TOTAL INVENTORY 2,500.00 1,375.00 3,500.00 452.32 4.00 3,750.97 5,659.00 21.00 300.00 14.00 8.68 119.84 12.36 17,717.17 ------------ ------------ TRSN02tIO/951 - 2 - o PNCADVlSORS PO Box 308 Camp Hill Pa 17001-0308 (717) 730-2255 December 11, 2001 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Harriet A. Aschinger Estate Date of Death 3/12/01 File #: 21-01-0400 Dear Register of Wills: On behalf of the Corporate Executor of the above-referenced Estate, I enclose a check in the amount of $1566.79 balance due on account of Pennsylvania Inheritance Tax. I have also enclosed a check in the amount of $28.00 for filing fees. Also enclosed are two original completed copies of the Pennsylvania Inheritance Tax Return. Kindly acknowledge receipt of the enclosed. Please time/date stamp the letter and both copies of the first page of the Pennsylvania Inheritance Tax Return and forward to me in the envelope provided. Thank you for your assistance. aC; - -"'" .- (1'1 ?~T d -""" :J:) IX! (') 1"':" Sincerely, ~~ Estate Administrator c;:::J c.-J --" N B Enclosures: f"j \..0 LJL/jmh A member of The PNC Financial Services Group 4242 Clliisie Pi~\ e,m!) Hi!l Pel IIlsylv::m i:l 17011 C/: PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate No.: Harriet A. AschinRer March 12, 2001 21-01-0400 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 whet.lJ.er 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: (date) 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 x No The separate Orphans' Court No. (if any) for the personal representative's account is: (Not Applicable in Dauphin County) Did the personal representative state an account informally to the parties in interest? Yes No 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. B. C. D. Date: 10/24/02 PNC BANf<, N.A. BY__~_~ . ~ f'. (' t I: ".' . --," G~' - J,,or SIgnature .n.H. \d....e Pit:::. 1Je; lrust I~)nlc~r Linda J. Lundberg Name (Please type or print) PNC Bank, PO Box 308, Camp Hill PA 17001-030 Address (MAH:rmtl AM3) 717-730-2265 Telephone No. Capacity: x Personal Representative Counsel for Personal Representative R.W. - 5& REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 /6 - C:;c:;..f;,-- ~ DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FilE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 01 0400 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER As er, HaJ:riet A. 175-03-3932 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 03/12/01 09/06/1916 WITH THE REGISTER OF WILl.5 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~' Original Return ~' Supplemental Return B (date of death prtor to 12-13-82) APPRO- 4. Umited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12~82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a LiVing Trust 1 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach acopyof Trust) BLOCKS 9. Utigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) f!jj~$E!:tt!QiijMli$TIe~um!!tA!L~a1\:P!)ijgi!iJIAiiitAXj"gMAT,Qiij$iji$!U!iIe~itj:;li NAME PresiooJ COMPLETE MAILING ADDRESS COR- Linda J. T.. Asst. Vice P.o. Bax: 308 , RE- FIRM NAME (If Applicable) Canp Hill, PA 17001-0308 SPON DENT PNC 1\dvisors TELEPHONE NUMBER 717-730-2265 1. Real Estate (Schedule A) (1) ~ ~FFICIAL USj,ONLY Cl ::0 ~ 2. Stocks and Bonds (Schedule B) (2) ~ - (0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) ~, '.f',2',,~' c::> 1/1 C' 4. Mortgages & Notes Receivable (Schedule D) (4) ~ l.ii;T "'i) n 5. Cash, Bank Deposits & Miscellaneous Personal - c> Property (Schedule E) (5) 14,058.:3:1 N 6. Jointly Owned Property (Schedule F) (,1 ;s ~I , 0 Separate Billing Requested (6) None:' - c' 0'.' N ~" RECA- )::~ :~; \D PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 629,289.28 8, Total Gross Assets (total Unes 1-7) (8) 643,347.59 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 17,986.19 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 1,654.94 11. Total Deductions (total Unes 9 & 10) (11) 19 , 641.13 12. Net Value of Estate (Una 8 minus Una 11) (12) 623,706.46 13. Charitable and Governmental Bequ9rts/Sec 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Une 12 minus Une 13) (14) 623,706.46 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amountof Line 14 taxable atthe spousal tax rate, or transfers under Sec. 9116{a)(1.2) X .0 (15) - TAX 16. Amount of Line 14 taxable at lineal rate 623,706.46 X .0 45 (16) 28,066.79 - COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amountof Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 28,066.79 20. 0 l~qji;il~!ljl)!!Yi$!AIU!~!i,f;jlijq;ii;!l_IlPFl\"'~Ill\YMiiftl C!.-- ................,.....,.....,.."..".....,...,~glll1':wlll'rO~$WJ;!lAwP\lellTlOI\l$.PN,J"AGE.ll.~I't'l'l!1l;lleWKMA1'H!i~'.',............. o PA15001 NTF 29755 Copyright 2000 GreatlandfNelco LP- Forms Software Only Estate of: Harriet A. Aschinger 21-01-0400 stJM.I1I\RY OF ALLOCATIONS 'IO BENEFICIARIES Taxable at lineal rate William Clark Enterline Harriet A. Aschinger T/A laura Dee Enterline 18,600.00 589,106.46 16,000.00 623,706.46 PA REV-1500 EX (6-00) Page 2 Decedent's ComDlete Address: STREET ADDRESS Bed- Villaqe 325 Weslev Drive CITY I STATE I ZIP Mechanic~h.- PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 28,066.79 25,175.00 1,325.00 Total Credits (A + B + C) (2) 26,500.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Line 1 + Line 3 is greater than Une 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 (3) 0.00 (4) (5) 1,566.79 (5A) 0.00 (5B) 1,566.79 2. Did decedent make a transfer and: a. retain the use or income of the property transferred; ..............................,...... b. retain the right to designate who shall use the property transferred or its income; .. c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . , . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . , . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. IN THE APPROPRIATE Yes No ~ ~ ~ ~ PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" 1. 3. 4. ~ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and beltef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preoarer has anv knowledae. RiiR'; PN~Sl(~ RESPONSI~LE FOR FILING RETURN DATE - \ \ AD DR See Schedule attached SiGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DA"'!"E ADDRESS on 1, on use [72P.S. S 8115(a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate IS imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S 8115 (a) (1.1) (ii)], The statute rlM'" nnt .."..mnt a transfer to a survivin9 spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surVIving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. !i9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orforthe use of the decedent's lineal beneficiaries is4.5%, except as noted in 72,P,S. i 9116(1.2) [72 P.S.1i9116(a)(1)]. The tax rate Imposed on the net value of transfers to orforthe use of the deCedent's siblings is 12% [72 P.S. s9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood oradoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Harriet A. Aschinger 21-01-0400 The following persan(s) are signing the ret= as representative(s) of the estate: PNC Bank, N .A. 4242 Carlisle Pike Carrp Hill, PA 17011 REV-150a EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harriet A. klchinqer SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-01-0400 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Cash found in safe deposit box 2 United States Treasury Refund 2000 U.S. InCCIlE Tax 4.00 5,659.00 3 United States Treasury 2000 Tax Relief Refund 300.00 4 G.E. Capital klsurance Nursing Hare Facility Benefits 4,875.00 5 UBI Colbw:n Insurance Service Refund due to cancellation of Medical Insurance Group #23508011 6 AT&T - Credit balance refund 452.32 4.47 7 'Tangible personal property located at Betbany Village (Estirrated value) 100.00 8 Old Guard Insurance Refund due to cancellation of Renter's Policy #HO-221691 9 Old Guard M.1tual Insurance Litigation Proceeds 14.00 8.68 10 Wesley Affiliated Services Refund due to partial payrren.t by Insurance 119.84 11 Ccmrercial Coin Carp3ny Proceeds fran sale of coins 21. 00 12 Jewel:ry Ladies 1 CT di.arrond ring Appraised value 2,500.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 14,058.31 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. REV-151D EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harriet A. Aschinqer SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-01-0400 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. DESCRIPTION OF PROPERTY %OF EXCLUSION ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE RELATIONSHIP TO DECD & DATE OF TRANSFER. NO. ATTACH COPY OF THE DEED FOR REAL ESTATE, VALUE OF ASSET INTEREST APPLICABLE) 1 william Clark Enterline 19,000.00 100% 3,000.00 16,000.00 Gifts within one year of death 2 Laura Dee Enterline 19,000.00 100% 3,000.00 16,000.00 Gifts within one year of death Harriet Aschinger created an Inter-Vivos Tnlst under Indenture dated 12/13/91 with The First Bank and Tnlst Carpany of M:chanicsburg, PA (now PNC Bank, N.A.). The assets held in the trust have been valued as of 3/12/01, date of death, as follows : 3 2,352.960 sh Blackrock Fds 53,506.31 Index Fquity Inst @ 22.74 4 3,368.729 sh Blackrock Fds 49,655.07 Balanced Inst @ 14.74 5 31,911.543 sh Blackrock Fds 345,921.13 PA Tax Free Inst @ 10.84 Interest to 3/12/01 586.76 6 2,252.981 sh Blackrock Fds 22,912.82 Micro Cp Gr Eq Inst @ 10.17 7 200 sh E.!. duPont de 14,424.00 NEmJUrS Pfd 4.50 @ 72.12 8 700 sh EXXON M::lbil Corp. 59,409.00 @ 84.87 9 1,294 sh Vanguard/Wellesley 26,863.44 'Ibtal fran continuation nacre (s) 24,010.75 TOTAL (Also enter on IIli' 7, Recacitulation) $ 629,289.28 7 CPA01 NTF 10910 (If more space is needed, insert additional sheets of the same size) Copynght Forms Software Only, 1997 Nelco, Inc. Estate of: Harriet A. Aschinger Page 2 21-01-0400 SCHEDULE G -- Inter-Vivos Transfers and Non-Probate Property Item No. Description 9 Incare Fd @ 20.76 10 23,970.88 sh Blackrock Mbney Mirlret Institutional @ 1. 00 Interest to 3/12/01 % Of rate of Death Deed's Value of Asset Interest Exclusion TaJcable Value 23,970.88 39.87 ~. (Carry forward to main schedule) . . . . . . 24,010.75 REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harriet A. Aschinqer SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-01-0400 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Myers FUneral Hare 1,235.00 FUneral expenses 2 William C. Enterline 1,547.19 Reinburserent for various funeral expenses B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 13,466.00 Name of Personal Representative(s) PNC Bank, N.A. Social Security Number(s)/EIN No. of Personal Representative(s) Street Address 4242 Carlisle Pike City CaIlll Hill State PA Zip 17011 Year(s) Commission Paid: To be paid 2. Attorney Fees NarlE : Snelbaker, Brenna:rsn & Sp3re 1,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Snelbaker, Brenna:rsn & Sp3re 66.00 Re1mburserent for prote.te costs advanced 8 PNC Bank, N.A. 12.00 Fee for lost safe depcsit J:x:oc key 9 Wildaran & Obrock 625.00 Fee for prepa=tion of 2000 Personal RetUD1S and Gift RetUD1S for 1998, 1999 & 2000 10 Rose Mrrie' s Antiques 35.00 Jewelry Appraisal Fee TOTAL (Also enter on line 9. Recapitulation) $ 17 986.19 (If more space is needed, insert additional sheets of the same size) 7 CPA11 NTF109" COPYright Forms Software Only, 1997 Nelco, Inc. REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Harriet A. Aschinqer I "elude u nreimbursed medical exnenses. ITEM NO. DESCRIPTION SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 2~-0~-0400 AMOUNT ~ PA IJepartlIEI1t of Revenue Balance of PA State Incare Tax due for tax year ended U/3~/00. 62.00 2 '!he Foot care Center Professional se:rvices rendered during lifetine 3 Verizan - balance due 4 Beacon t{edi.cal Group Professional se:rvices 5 Alert Phanracy Balance due 6 Betbany Village Balance due 4,824.99 less: RefuIld 3,750.97 7 AT&T - balance due 8 PNC Bank, N.A. Trustee's ccrrpensatian accrued through 3/U/0~ 38.60 7.33 61.40 130.04 ~,074.02 21. 02 260.53 TOTAL. 'Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1.654.94 7 CPA12 NTF 10912 Copyrigl'1t Forms Software Only, '997 Nelco, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES HaITiet A. As-""~-r No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPER1Y I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 william Clark Enterline 6745 North 1\lIBhl Drive 'I\.1csan, AZ 85704 2 HaITiet A. Aschinger T/A c/o PNC Bank, Trustee P.O. Box 308 Camp Hill, PA 17001 3 Law:a Dee Enterline 6745 N. 1\lIBhl Drive 'I\.1csan, AZ 85704 FILE NUMBER RELATiONSHIP TO DECEDENT Do Not Ust Trustee(s) San Trust Daughter- in-law 21-01-0400 AMOUNT OR SHARE OF ESTATE 18,600.00 589,106.46 16.000.00 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVe? SHEET $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) -- ~ ~ ~ >~ ~ t ~ i~ 1'1!'tO\'P '0 ~ . \; - s ... \ s ;. i \ ~ ?, \~ Qs'ir;! ~ 'i >. > So 't. '" \ t \ - - ~ ~I '. LAW OI'l'lCI:S ...aAIlE" .. 8ItllH"'IU,IAN - LAST WILL AND TESTAMENT I. HARRIET A. ASCHINGER of the Borough of Mechanicsburg. County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this ae and for my Last Will and Testament. hereby revoking and making void all former wills and codicils by me at any time heretofore made. ~. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. lqive and bequeath all of my jewelry. household goods and other tangible personal property unto my ~on. namely, WILLIAM CLARK ENTERLINE. absolutely. ~~ I order and direct that all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situated, shall be added to, held and distributed in accordance with the terms and provisions of a certain Indenture of Inter Vivos ~rust dated December 13 , 1991, in which I am Settlor and The First Bank and Trust Company of Mechanicsbur9, Pa. is Trustee, and for that purpose, I hereby give, devise and bequeath my said residuary estate unto said Trustee to hold, invest, manage and distribute in accordance with the terms and provisions of said Indenture of Inter Vivos Trust. LASTLY. I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHANICSBURG. PA., to be the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I, HARRIET A. ASCHINGER, have hersunto \ I i ., set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten paqes to each of which I have affixed my siqna ture this 13th day of December A.D., One Thousand Nine Hundred Ninety-one (1991). ~M.J.~t? tfJ~LL"r (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the siqnature of the Testatrix, was on the date thereof signed, sealed, published and declared by HARRIET A. ASCHINGER, the Testatrix therein named. as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in tbe presence of each other, have subscribed ? -,r~~ - u.w O.-...cll. .N......."III a 811I1""&"_ -2- COUN'l'Y OF ctlHBERLAND ) . ) SS. COMMONWEALTH OF PENNSYLVANIA We. HARRIET A. ASCBINGER. RICHARD C. SNEL1lAKER and JANET R. STEGNER, the Testatrix and the witnea..., re.pectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expres.ed, and that each of the witnesses. in the presence and hearing of the Testatrix. signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and. under no constraint or undue influence. W tness ~~, Subscribed, sworn to and acknowledged before me by HARRIET A. ASCHINGER. the Testatrix, and subscribed and sworn to before me by RICHARD C. SNELBAKER and JANET R. STEGNER, witnesses. this 13th day of December. 1991. G).7f;;;;I.) (). ~_UJ Notary Public U.."Q.hCI:. .Nln......clll 6 IlIIlINIrIlIMAllI -- _~ _.-yP\blc ~~""Q6c1Cl.~Ca.ny IvtfCornrnis.a;onElqj-aJO~31, l!iS4 .-.....-""""""" PNC BANK qraislm ROSE MARIE'S ANTIQUES Jewelry, Estate Uquldatlonl, Appraisals 2136 Market Street CAMP HILL, PENNSYLVANIA 17011 (717) 763-8998 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, walches, jewelry and precious stones of all descriptions, We herewith certify thai we have this day carefully examined the following listed and described :::~M,:~~ ADDRE:lliL~ 20f ~~ ,Jldt "~ I 7 'Dol _,,~,., y We estimate the value as listed for insurance or olher purposes at the current retail value, excluding Federal and other taxes. In making this Appraisal, we DO NOT agree 10 purchase or replace the articles, DESClllP'I10N APPRAISED V Al,UE t. .,' I fl. ~~ ~..k' 1'1- I::. ~. Y~~.kr-~~~ 'I :;~ ~ ~ ,41.,d~.1 f 4v~#- OlSo~, Oc; The foregoing Appraisal is made with the understanding Ihalthe Appraiser assu;;'es no liabililY with r pe 0 any action lhat may be taken on the basis of this Appraisal, /1~. .!)n tl~/ APPRAISER ~DATE '. , . INDEN'l'URE OF IN'I'!:R. VIVOS INVESTMENT TRUST AND NOW. this 13th day of Cec..ber, 1991. I. HARRIET A. ASCHlHOER. of the Borough of Mechanie.burg. County of Cumberland and Coazonw..lth of Pennay.vanla, ~. SETTLOR, by this Ind.ntu~. with THE YIRST BANK AND TRUST COMPANY OF HBCHANICSBURG, PA.. .a TRUSTEE, have cau.ed aa..ta to b. tranaterred to Trust.., and I direct that said a...ea. together with such additional property and .a..t. .a may b. tranaferred or bequeathed hereto by.. or any other peraon, b. held, ..naqad. inv..ted and reinve.ted by Trust.. upon the fOllowinq trusts, eer.. and provisional FIRSTI IDENTIFICATION OP ASSETS the a...ta and property initially transferred by Sett.lor to Trust.. are .et torth on a certain list or inventory attached hereto ..rked Schedule ~A., which a.aets and property the receipt ot which TrUst.. hereby &cknowledge.~ SECONDt DISPOSITIVE PROVISIONS DURING MY LIFETIME Durinq my lifetimet A. Any part or all.of the net inco..e shall he paid to mt) in quarter-annual or other convenient installments .a I may reque.t in writin9 frOM time to tim.. Any income not 80 diatributed .ahall be reinveated. B. Any part or all of the principal ahall be paid to me a. I may reque.t in writing froll tille to ti.., and in the event of my disability for any reaaon. a. much of the income and prinCipal a. th. Trust.e may de.. proper for my welfare, comfort and support ahall be paid to or applied directly for my benefit. THIRDz DISPOSITIVE PROVISIONS AT MY DEATH ....__or. "'-...u. ...__ Upon .y death, larder and direct that thia Trust shall beco..e irrevocable and the asaets herein. together with any a..eta which may b. added hereto, ahall be held. distributed and . c\" , ' :. Ii,?":: .. t.. '- di,po..d of a. talLow.s A. Tbe net inca.. .hall be paid in not le.. than quarter-annual in8tal1..nta unto ay 80n, na..ly. W!LLtAH CLARK F.PT!SL:~. tor and durlnq bit natura! I1fett... 8. Upon the ".ath ot WJf.LIA!4 r.u..P.!!t Dt~r.:'I:lE'. t or..;e,. .'M direct that the Tru.t be ter.inated. the ae.et. converted into ca.h and the net balance di.ttlhut~ in equal eh.r.. aaonq -r quntfchi ldren. n...ly, wnr.IAH RICIfAIID EH"!R[.tNE. KARt ~Rr;; F.HT!RLtNE and PENNY JAKE ENTERLINI. ahate and ahare _ilk". ahaohltely. rf any of .Y ..Id qr.ndchtldun .h.ll ptwcl.eO'!..... the llf. I"co.. henetlclatY and le..e lawful i..ue to .~rvlv. the.. lord... "net direct thet tt'l. .hare ot .uch ~t.C'ee.'" ben.tiel.ry .hall b. dl.tribut4d uneo hi. ot he,. I"~e p-" .tirp4., by tepl'e..nt.t'on .ntI not peC' caplt... It "l"IV "',ch aubstit.uted benefiCiary .h.ll Mo untle'r t.h. age of t"'~lity-"v. (25) yeer.. I order and dlr.ct that the .hare 01 .u~h l~t.Oft be held in a ..par.t_ p~Qtectiv. try.t by t.h. Tru.te. hat_in pursuant to the aanaq...nt t.t.. ot t.ht. Tru.t until the ben.ficlary attain. the a.- of twentv-fl.e (251 y.ar., ..t wbl~b ti.. the protective tru.t .hall ~ t.r.lnat~ and t.he nee balance thereof and all accu.ulat~ n.~ Lnco.. .hall be ral4 to the beneficiary abaolutely. FOURTH I POWERS OP TRUS'l'!:E In addition to the paver. provided by law. the Tru.tee. ~tthout any oeder of court and in ita ao1. di.cretion. ..Y1 A. aet.ain any property rec.tYed heceunde" and inve.t. and reinv.at in any property includinq. by way o~ illu.t.ration and not of Ii.it.tion. eoaaon atack. up to one hundr.d per Cent. hereof, any co..on or diveraified truat funda matntained by the Truet.., .toe~ of PNC FINANCIAL CORP. or any for. of life ...._ inauranc., annuity. or endo.,.ent. polic!.., in so doinq th. ,~.....-- -2- , , . . , '. -1 ! Trust.e aay act without restriction to such inv.at..nt. a. are comDaftly referred to a. legal inv.at..nte and without responsibility tor diveraiflcation. B. Maintain reasonable amounts of cash uninvested. c. Purcha.. inveatments at pr..iuma and charqa premiu.. to inco.. or principal or partly to .ach. D. Subscribe for stocks. bond. or ulher -inver.l;.m..nts: ex~rci.. any stock option or .i.ilar right: join in any plan of Ie.... aortgage, .erger, consolidation. reorganization, foreclosure or voting trust and deposit securities thereunder: and generally axerci.. all the right. of security holders of any corporation.. E. Register .ecurities in the na.. of a noein.. or in such manner that title shall paa. by delivery. P. Vote, in person or by proxy, securities held by it and in .uch connection delegate its di.cretionary power.. G. Sell at pUblic or private .ale. for c..h or credit. wih or without .ecurity, and exchange. or partition property and give option. for ..1.. or exchange.. H. Repair. alter. ,improve or 1.a.., for any period of time, any property and give option. for l.a.... I. BorrON money from .ny natural person or other legal entity and mortgage or pledge any property. J. Compromise claims. K. Add to the principal of any tru.t cr.ated hereunder any property received from any peraon by Deed, Will or in any other manner. L. Pay premium. of any life insurance, annuity. or endowment policies which may have been retained or purcha.ed herein and exercise any right, option or privileg4 existing LAW 0_. -........-- ther.under. -3- " '. . ... I H. Allocate ..pan... and 10.... a. deduction. for federal inco.. or ..tate tax purpo.... or partly for .ach, a. it shall de.a advisable, without adjust.ant between inco.. and principal in cone.quence of the exerei.. ot such discretion. N. Tr.at a. inco.. all inco.. accrued .n~ unpaid .on a...ta at the ti.. such a..eta beco.. << part of this Trust. o. Make distribution in cash or in kind or rart.ly 11: .ach. P. ~..rcl.. all power, authority or discretion given by this Truet. after t.~in.tion of any trust created herein until the .... i. fully distributed. FIFTH_ PROTECTIVE PROVISION All principal and inco.. ahall until actual distribution to the ban.fiefari.., be free of the debts, contract.. alienations and anticipation. ot any beneticiary, and the sa.. .hall not be liable to any levy. &ttach..nt. e.ecution or .equestration while in the po.....ion of the Trustee. SIXTRI COMPENSATION OF '1"RUS't"EE ~ru.t.. shall b. entitled to compensation for ita service. hereunder in accordance with lts Standard Sehedule of Charges currently in .ffect at the ti.. that ita ..rvices are required. and .. .odifi.d lrom ti.. to tt.. during the period over which such .ervices are parforaed. SEVEN'l'R I WA rVER OF BOND N.ither the Tru.te. nor any duly appointed succe.sor shall be requited to file a bond or to fu~ni.h surety at any tia.. EIGHTlh RIGH'!' TO REVOKE AND AMEND ........_n \u....._._ Th. Settlor re.erv.. the right to a.end or revoke this Trust in whole or in part at any tt.. and fro. tl.. to time but only by written inetru.ent detivered to Trust.e during .Y lifeti.e, except that tbe dutie., powers and liabiliti.. of Truste. ahall not be changed without ita written conaent. -4- , -- " * "j ~rustee ahall deliver to the Settlor or her noalne.. absolutely and free of trust, any property or other as.ets in kind as I ..y direct in writing troa time to ti.e. NINTHs APPLICABLE LAW Exc:ept a. otherwitlQ provided hereto wlt.h lo.u.pect to the applicability ot the Federal Internal Revenue Code, que.tions pe~t_ininq to th. vaLidity, eonstruction and ad.ini.trati~n of any trust hereunder ahall be determined in aecordar.ce ~ith the law. of the Co..onwealth ot Pennsylvania as they, then, exist. IN WITNESS WHEREOF. I have hereunto cet .y hand and seal the day and year first above written. and Deli vared e ofl ~ I ~~aa-:::'~r-(SEALII Harr et A. Asc: nqe f I Trust.. hereby accepts s.id Trustr A'l"'1'ES'1's THB FIRS'!" BAn AND TRUST COMPANY OF MKCHANICSBURG. PA BYV1CO ~~~ -&l,~lcor' pcl... Pa/~ 0f'd4 Secretary __a -.- -5-