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Home My WebLink About01-0431 Estate of Romona L. Wise also kno wn as PETITION FOR PROBATE and GRANT OF LETTERS ~/-()I" 4~ I No. To: 172-01-Y3/6 Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Socia' Security No. The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated July 14, and codicil(s) dated ~ed ,19_ (state relevant circumstances, c:.g. renunciation, death of executor, etc.) Decendem was domiciled at death in Cumberland County, Pennsylvania, with h er last family or princinal :-esidence at Messiah Village. Mechanicsburg, PA 17055 iJ...1 ft~ A LL-E ~ --; ().J p . (list street. number and muncipality) Decendent. then 90 years of age, died at Hal y Spiri t Hospi tal 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: March 27, liI 2001 , . Oecendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 375 , 000 . 00 $ $ $ WHEREFORE, petitioner(s) respectfully re~uest(s) the probate of the last will and codicil(s) presented herewith and the grant of letters estarnentary theron. (testamentary; administration c. La.; administration d. b. n. c. t.a.) ~ Manufacturers & Traders Trust companY,//J~'~ e,f' 1- ~ Successor to Financial Trust ~3 ~ ~ Services Company ~,~ ;2 g'"5 '3 :1l :Ii OATIl OF PERSONAL REPRESENTATIVE COJ\-fl\tfONWE~-\L TH OF PE~~SYL VANIA I ss COC:"iTY OF Cumberland J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and -:orrect to the best of :he knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent oetitioner(s) will well and truly administer the estate according to law. SUb~ribe~~fac~ Traders ~ 'l)~81 .r:::r , Register , _ _ " . .' . -. , . Trust Com~ny QQ' :: l:l ~ ~ ~ MARY /(, .~;l7-/t' No. 21-2001-431 Estate of Ramona L. Wise , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 1st, ~J2001 , 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 July 14, 1999 described therein be admitted to probate and fIled of record as the last will of Ramona L. Wise and Letters Testamentary are hereby granted to Manufacturers and Traders Trust Company Successor to Finanical Trust Services Company FEES $ 305.00 $ 15.00 $ $ 21.00 JCP TOTAL _ $ 5.00 Filed ., ~A~ 0 ~~.~'o . ?9oq~ 00' 0 0 . :;;.~~~:'~~. . 0 Probate, Letters, Etc. 0" 0 0 . . . . Short Certificates( C) ) . . . . . . . . . 0 0 Renunciation 0.... 0 . . . 0 0 . . . . . x-PAGES (7) ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE CALL BANK (717) 249-4505 'I' .' fy rhH the information here given IS correcdy copied from an original certifIcate of death lh~r flied with , 1,' IS to cern 1~11:. orl'gl'n',ll certificate will be forwarded to the State Viral Records Office for permanent I mg, [ ')~;II Registrar. ~ .' me as WARNING: It is illegal to duplicate this copy by photostat or photograph. No, ~~ 4'{~\\~JlEfj,>~~_ /,".~"'~~ ----<(tit --. // .;;;;!,i~/ .' ",\'J'L "':. \'~/ ..-:;;.. ($ $!~I .... ~.e:."\ (jf~/ .'~ ..~% ~ c::;:, !~-~. " , .i;: ~ ~<-'\ '4.4~ .i ~ " \ - " - '. I , ~ * '-;~" >\. *~ ~~,,~.. .,~/ ~'O.~,<..~'\ -.,.-~-i~1'j;--- - (~'\..I/ ---~_,,;" EN1 \\'.""11 "////F"IIJ1,J ~ftZ~ Fee t()r this certificate, SLOO Local Registrar P 7295283 MAR 2 9 2001 Date 21-2001-431 Rev 2/87 COMMONWEALTH OF PENNSVLVANIA · DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH East Pennsooro 81:. STillE FILE NUMBER SOCIAL SECURITY NUM8ER NAME OF DECEDENT IhSl MlddIe. Lasll I. AGE IlaSlB1f1hOay) R:m::m L. Wi.S2 UNDER I YEAR UNDER I DJIY MonIN Days Ibq MInu1M - 01 - 9376 lIIA1'HPt.ACE Ie"" ....<1 ~Q1 fClIlogl\ COUnI.y) 90 Y... g'='lyl 0 ,. COUNTY OF OEAI'H ... Cumberland Co. RACE . Amencan Indian, IlIKk, While. elC. (SpeclIy) 1a.whi te SURVIVING SPOUSE In ""'e. \live fnlIlden namel DECEDENT'S USUAl OCCUfWlON (~=:~:O~:::zi.:'i' I1L secretary 1~tate government DECEDENT'S MAILING ADOAESS (SI..... CIlyITown. SlaIe. ZtpCodeI DECEDENT'S ACTUAL RESIDENCE (See IOSIIucIlOl\S on othe. Sldel 15. en 100 Mt. Allen Dr., Box 2015 II. Mechanicsburg, PA 17055-2015 FMHER'S NAME tfwSl. M~. laSl) II. Jesse Clayton Lehmer 1NF000000'SNAMf: (T~Obin Ronemus-Shuler 1711. rland No cIeCedenllNecl 17d.O wiOun KluallimCs 01 MOTHER'S NAMEJFosl. Moddle. MaideoSurname) 1 ,Mary FlOrenCe Thanpson 1Nf'00000rs MAlLJNQ AOOAESS (Sb.... CilyflOwn. sw.. Zip Code) .45 Shuler Rd. ,Shermansdale PA17090 PUCe Of DlSPOSlT1ON. Iol_ 01 Cemel.ry. C,ematory lOCAnON. CilylTown. Slale, rip Code Of au... "'- oodlawn Memorial Gardens 21e. tllyi'buo r Paxton Twp.,PA17109 21d. tw.tEAHOAOOAESSOFI'ACllITY . _ ~.m17043 . F\.ra:al H:neBCtarat:i.a ~~Ib:;.,324 IiITIrel lICENSE NUMBER DATE SIGNED (MOnlII. Day. Yearl Ilema 24.28 mua1 be completed by ..,.... who prc>nounc:ee deallf. I' 24. M. 25. 27. PART I: Ente"he diM_a. in,Ut" Of compIical..... wllidl c:ausad I/Ie dealh 00 noIen'., life mode of dy' Laal only one _ on eac:n_ 23b. 23c. WAS CASE REFERRED TO MEDICAl EltAMINERlCORONEA? Ve,O Noti{ _ClAn CAUSE (F'na1 .-se Of tond400n '.....-.no '" c:iNIh)- ~/Sfi DUE1010flASACONSEO~ENCE Of): 21. I ApptoaJma1e l=-"=-: I I I PART": ou... signillc:aM oondIIiona l:OflInlluIing 10 death. bu1 noI.......in9 in life uncI8f1y;ng _ QiIten in IWrr I. ~ lie! c:ondiIiOna ilan" IMding 10 lItVfIIIdiaIe c:auM. e- UNOEIILYING CAUSE (Ooaeaae Of "'JUfy 1haI1flItiaIed .-.Is .....-.no '" 08alh) LAST DUE 10 lOA AS A CONSEOUENCE Of): DUE 1O(OA AS ACONSEOUENCE Of): d ~ AN AUlOPSY WERE AUTOPSY FINDINGS PERFORMED? AIAll.A8LE PRIOR m I ~~~OfCAUSE Yea 0 NoiJ YeaO No 01 MANNER OF DEATH -6 o o DATE OF INJURY (Monlfl. Day. ~arl TIME OF INJURY INJURY I'J WORK? DESCRIBE HOW INJURY OCCURRED Halur" Homicide o o o ~CE OF INJURY. At home. lafl~~;"'I.Iac1OfY. office building. etc. ISpec-1v) 308. Y8e 0 NoD Accident Pendlng Invesligation Suic;1de Could nol be delemllfl8<l IA. JOe. lOC,uION (SIreet. CtIVITown. SIa'e} l~. 2.. CERTIFIER ,Check oniy one} "CERTIFYING PHYSICIAN (physlCtan ceruly'ng cause cJ ""ath when another ph,,,,,,,an has p<onounced dealh ana tompleled Item 23) To"" ~8\ 01 my "nowleclge. deallf occurrlld _10 the cause(s) and manner.. slaled. . . . . . . . . . . . . . . . . . . . . . . . . . :zs. 32. DATE FILED (Month Day. ~al) 'PROHOUNCIHG AND CERTIFYING PHYSICIAN (PhySIC"," both ",onouoe'''9 oed'h ana cerlllyl/lg 10 cause 01 oea'hl To Ihe beel 01 my knowllldg... dealhoecurrlld at ....1Im.. dale. and place. and du.lo Ihe cause(s) and manner as s.aled o "MEDICAL EXAMINER/CORONER On Ihe besis of eumine1ion andlor Invesligalion, in my opinion, death occurred althe lime, dale, and plate, and due to lhe tause(s) and manne, .. slaled. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31. REGI o 33 ~/P(II( I ~ ,l~ ~t; t:JL____ I. "'. LAST WILL AND TESTAMENT OF ROMONA L. WISE I, ROMONA L. WISE, of Messiah Village, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and revoke any Wills and codicils previously made by me. ARTICLE ONE Specific Beauests (A) I give and bequeath the sum of One Thousand Dollars ($1,000.00) to my stepson, Gerald H. Wise, ifhe survives me by thirty (30) days. (B) I give and bequeath the sum of Two Thousand Dollars ($2,000.00) to the Stevens Memorial United Methodist Church, of Harrisburg, Pennsylvania. ARTICLE TWO Residua" Estate I give, devise and bequeath all of the rest, residue and remainder of my estate, if any, of whatever nature and wherever situated, as follows: (A) One-sixth (116) thereof to Messiah Home, d/b/a Messiah Village, Mechanicsburg, Pennsylvania~ (B) One-sixth (1/6) thereof to my niece, Susan Lehmer Foster, if she survives me by thirty (30) days, or, if she does not so survive me, to my said niece's issue, per stirpes~ (C) One-sixth (1/6) thereof to my nephew, Robert Clayton Lehmer, ifhe survives me by thirty (30) days, or, if he does not so survive me, to my said nephew's issue, per stirpes~ (D) One-sixth (1/6) thereof to my grandniece, Robin Margaret Shuler, if she survives me by thirty (30) days, or, if she does not so survive me, to my said grandniece's issue, per stirpes~ Skarlatos & Zonarich Attorneys At Law lAST WILL AND TESTAMENT OF ROlvfONA L. WISE Page 1 of8 C:\l S8r.Z GSC\Wills, Tmsts & Estate Plannillg\Wise, Romona\Will- 990708.doc -. &. (E) One-sixth (1/6) thereof to my grandnephew, Joseph Darlinton Ronemus, if he survives me by thirty (30) days, or, if he does not so survive me, to my said grandnephew's issue, per stirpes; and (F) One-sixth (1/6) thereof to Jane Lehmer, the widow of my deceased nephew, Donald C. Lehmer, if she survives me by thirty (30) days, or, if she does not so survive me, to said Jane Lehmer's issue, per stirpes. ARTICLE THREE Taxes I direct that all estate, inheritance and other death taxes (other than generation-skipping transfer taxes), and all interest and penalties thereon imposed by reason of my death with respect to property subject to such taxes by reason of my death, whether such property passes under my Will or otherwise, and payable to any federal, state or foreign taxing authority, whether payable by my estate or by any recipient of such property, shall be paid from my residuary estate passing under Article Two hereinabove prior to its division into shares for beneficiaries. ARTICLE FOUR Debts and Administrative Exoenses I direct that all expenses incurred in the administration of my estate and all debts owed by my estate (other than estate, inheritance and other death taxes, and all interest and penalties thereon imposed by reason of my death, the apportionment of which is provided for in Article Three hereinabove), shall be paid from my residuary estate passing under Article Two hereinabove prior to its division into shares for beneficiaries. ARTICLE FIVE Protective Provisions The principal of my estate and the income therefrom, so long as the same are held by my Executor, shall not be subject to anticipation, assignment, pledge, sale or transfer in any manner, Skarlatos & Zonarich Attorneys At Law LAST WILL AND 1 ESTAMENT OF ROMONA L. WISE Page 20f8 CII S&Z GSCIWills, Trusts & Estate PlanninglWise, RomonalWill- 990708.doc " nor shall any beneficiary have power in any manner to charge or encumber his/her interest in my estate, nor shall the said interest of any beneficiary be liable or subject in any manner while in the possession of my Executor for any liability of said beneficiary, whether such liability arises from said beneficiary's debts, contracts, torts, or other engagements of any type. ARTICLE SIX Powers of Executor In addition to and without limiting the powers conferred by case law, by statute, and by other provisions hereof, my Executor shall have the following rights and powers exercisable without the need for court approval: (A) Accept and Retain Investments. To accept and retain any form of real or personal property received by transfer, devise, bequest or otherwise without being required to diversify and without being limited to the types of investments in which fiduciaries are authorized by law to invest. This authority shall specifically include the authority to accept and retain any stock of a corporate fiduciary hereunder, or in any corporation which controls or is controlled by it, or any other corporation in which it holds any ownership interest, together with any stock dividends received thereon, or any stock acquired in the exercise of subscription rights, or received by reason of any consolidation, merger or reorganization, without liability for such retention. (B) Invest. To invest and reinvest in any form of real or personal property without limitation by any law applicable to investments by fiduciaries. (C) Voting Rights. To vote a security in person or by proxy, to participate in or consent to any merger, reorganization, dissolution, liquidation, voting trust plan, or other action affecting any securities held hereunder, and~ to exercise conversion, subscription, and other rights of whatever nature. Skarlatos & Zona rich Attorneys At Law LAST WILL AND TESTAMENT OF ROMONA L. WISE Page 3 0/8 C\! S&Z GSC\Wills, Trusts & Estate Planning\Wise, Romona\Will- 990708.doc (D) Title To Property. To register or hold securities and/or other property in the name of a nominee or nominees, including that of a clearing corporation, a depository, in book entry form, or to retain securities and/or other property unregistered or in a form permitting transfer by delivery. (E) Sale. Lease and Other Dealings with Property. To sell, from time to time, at public or private sale, exchange, lease, encumber, option or otherwise dispose of all or any portion of assets held hereunder; to make, execute and deliver deeds, mortgages, leases, assignments and other documents necessary to carry out any of the powers granted hereunder, which shall specifically include the authority to grant leases which extend beyond the period authorized by law, and; to partition, subdivide, improve and impose any restrictions on real estate held hereunder and enter into agreements concerning the partition, subdivision, improvement, zoning or management of any such real estate. (F) Borrow. To borrow money from any person or institution and pledge property as security for repayment of funds. (G) Distributions in Kind. To make distributions in cash or in kind, or partly in each, and; to allot different kinds of property to different shares without regard to differences in the income tax basis of such property. Any such designation, division, allocation, apportionment or valuation of property shall be binding and conclusive on all parties. (H) Settle Claims. To institute, prosecute and defend any and all legal proceedings; and compromise, release, adjust and/or settle any debt or claim. (I) Employment of Agents. To employ agents including attorneys, accountants, and others to perform administrative duties. (1) Property Distributable to Minors. Any property (whether income or principal) distributable to a beneficiary of my estate who is under a disability may be paid directly to such beneficiary, to the parent or guardian of such beneficiary, to a custodian selected by my Executor Skarlatos & Zonarich Attorneys At Law LAST WILL AND TESTAMENT OF ROMONA 1. WISE Page 4 0/8 C:\! S&Z GSC\Wills, Trusts & Estate Planning\Wise, Romona\Will- 99070Kdoc under the Pennsylvania Uniform Transfers to Minors Act or under a similar act of any other state, or to persons caring for or having custody of such beneficiary, or may be applied for such beneficiary's benefit by payment to such other persons, organizations or institutions as my Executor may select, and the receipt of any such payee shall be a full release therefor. The receipt of any such payments by any such person shall be a full acquittance of my Executor as to any amounts so paid. Any beneficiary hereunder shall be considered to be under a disability while under the age of twenty-one (21) years or at any time when, in the opinion of my Executor, such beneficiary is incapacitated in any way so as to be unable to properly manage his/her affairs. ARTICLE SEVEN Fiduciaries (A) Executor. I appoint Financial Trust Senrices Company (or its successors, provided that any such successor is a corporation or association which is authorized to act as a fiduciary in the Commonwealth of Pennsylvania) as Executor of this Will. (B) Miscellaneous. My Executor shall be compensated 1n accordance with its standard schedule of charges in effect from time to time during the period of its services, and this compensation shall be paid from principal or income or partly from each in the sole discretion of my Executor. Any successor Executor shall succeed to the capacity of its predecessor without re- conveyance or transfer of property and have all of the rights, powers, authorities and discretion conferred upon the original Executor. No Executor serving hereunder at any time shall be required to file any bond or enter security in any Court or jurisdiction in which said fiduciary may be called upon to act. ARTICLE EIGHT Interpretation (A) Adopted Issue. Whenever the term "issue" is used herein, such term shall be interpreted to include adopted persons as well as natural persons, provided in each instance that Skarlatos & Zonarich Attorneys At Law LAST WILL AND TESTAMENT OF ROMONA L. WISE Page 50f8 C:\! S&Z GSC\ Wills, Trusts & Estate Planning\Wise, Romona\Will- 990708.doc the adoptee is under the age of eighteen (18) years at the time of adoption. Such term is also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. (B) Gender and Number. Where appropriate except where the context otherwise requires, whenever used herein, the singular includes and plural, the plural the singular and words of any gender shall be applicable to all genders. (C) Headings/Captions. The headings/captions of any Articles, Sections and Paragraphs used herein are for convenience of reference only and shall have no significance in the construction or interpretation of this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting of Eight (8) typewritten pages, including this attestation clause and the following Acknowledgment and Affidavit, to be executed, declared and published this I f ~ day of ~Ja- ' 1999. ~~~~ R MONA L. WISE Skarlatos & Zonarich Attorneys At Law LAST WILL AND TESTAMENT OF RaMONA 1. WISE Page 60f8 C:\I S&Z GSC\Wills, Trusts & Estate Planning\Wise, Romona\Will- 990708.doc ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF bAIJfJl!/!J ) ) ) SS: I, ROMONA L. WISE, the 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; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~_.-4.)I/'~ RO ONA L. WISE Sworn or affirmed to and acknowledged before me by ROMONA L. WISE, the Testatrix this -#!i day of f7 (; , 1999. ~/~djj,(~(SEAL) , otary Public t My Commission Expires: Not] f:;\l ':,(;,:'1 Sharon K. ShZ:!iQi Notary Public Harrisburo DiUchin County My Commlss,iorl [)pii'!-:,~ /\:j\.j. 17.2000 Member. Penn;, )vL~'iii0 A"l'~oElili7oim1iJ(ffi\r~~~; Skar/atos & Zonarich Attorneys At Law LAST WILL AND TESTAMENT OF ROMONA L. WISE Page 70f8 C:\l S&Z GSC\Wi1Is, Trusts & Estate Planning\Wise, Romona\Will- 99070Rdoc AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF .6/J LI fJl/ / JJ W~) (;R~bb~/~' (\.\~ LA ~ ' '0,,>4,1 t 6,.,AlU-Ct'I ' .. I. he witnesses, whose names are signed to the attached or ) ) ) SS: g duly qualified according to law, do depose and say that we were present and saw ROMONA L. WISE, sign and execute the instrument as the Testatrix's 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 the time twenty-one (21) or more years of age, of sound mind and under no constraint or undue influence. Residing at Residing at this , 1999. to and acknowledged before and." ~."~'C~'c;: . =':c;~- =.::_._,. - . cotana! Seal Sharen K, Sh:::;'fer, t-.Jotary Public , Harnsbur9 ,Dauphin County rVly. C0m=-:~~~~:lre; /\!Jg. 17.2000 rili;rn~':"r ~.'eil:!:. ",'Ie; :\c:sociatloll of Jotorir:~; ~ / ri2J.IVJ lJU 7(. t3L.!/j i?J ~ (SEAL) Notary Public ' My Commission Expires: Skar/atos & Zonarich Attorneys At Law LAST WILL AND TESTAMENT OF ROMONA L. WISE Page 80f8 C:Il S&Z GSCIWills, Tmsts & Estate PlanninglWise, RomonalWill- 99070Rdoc E CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: ROMONA L. WISE Date of Death: March 27, 2001 Will No. 2001-00431 To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned Estate on May 15, 2001: Name Address IVlessiah Horne C/o Sharon Engle 100 Mt. Allen Drive P. O. Box 2015 Mechanicsburg, PA 17055 Robert Clayton Lehmer 138 Ridgeview Circle Glenshaw, PA 15116 Joseph Darlington Ronemus 4100 Chestnut Street Camp Hill, PA 17011 Gerald H. Wise Susan Lehmer Foster 772 Worthington Road Wayne, PA 19087 747 South 6th Street Indiana, PA 15701 Robin Margaret Shuler 545 Shuler Road Shermans Dale, PA 17090 Jane Lehmer 851 North Diamond Street York, PA 17404 113 South 13th Street Harrisburg, PA 17104 Stevens Memorial United Methodist Church Notice has been given to all persons entitled thereto under Rule 5.6(a) . Dated: May 15, 2001 Signature /C-_.-- (''',\\1 '. /~ ji) U1:~_ {.J~t.,--<-_- Shelly J. Kunkel, Esquire Skarlatos & Zonarich LLP Name: Address: 204 State Street Harrisburg, PA 17101 Telephone: (717)233-1000 Capacity: Counsel for Personal Representative . ~ Register of Wills Cumberland County Court House One Courthouse Square Carlisle, PA 17013 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Romona L. Wise Date of Death: March 27, 2001 Will No. 21-01-0431 Admin. No. 21-01-0431 To the Register: 1 certify that notice of (beneficial interest) 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 May 15,2001. Name Robert Clayton Lehmer Address 138 Ridgeview Circle Glenshaw, PA 15116 Joseph Darlington Ronemus 4100 Chestnut Street Camp Hill, PA 17011 Jane Lehmer 851 North Diamond Street York, PA 17404 Robin Margaret Shuler 545 Shuler Road Shermans Dale, P A 17090 Susan Lehmer Foster 747 South 6th Street Indiana, PA 15701 Gerald H. Wise Stevens Memorial United Methodist Church 772 Worthington Road Wayne, PA 19087 113 South 13th Street Harrisburg, PAl 71 04 Messiah Home Attn: Sharon Engle 100 Mt. Allen Drive P. O. Box 2015 Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: September 20, 2001 Signature Name: Address: Manufacturers and Traders Trust Company 1415 Ritner Highway Carlisle, PA 17013 Telephone: (717) 240-4505 Capacity: Personal Representative ,.. f ---- Register of Wills Cumberland County Court House One Courthouse Square Carlisle, P A 17013 CERTIFICA TION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Zdenka F. Hoza Date of Death: March 14,2001 Will No. 21-01-0433 Admin. No. 21-01-0433 To the Register: I certify that notice of (beneficial interest) 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 May 4, 2001. Name American Cancer Society Address Attn: Michelle Holloway 1500 North 2nd Street Harrisburg, P A 17013 American Heart Association Attn: Betsy Gallo P. O. Box 8835 Camp Hill, PAl 700 1 The Carlisle Garden Club c/o Mrs. Joyce Miller 4 Northwatch Lane Mechanicsburg, PA 17055 St. Patrick's Roman Catholic Church 140 East Pomfret Street Carlisle, P A 17013 Civic Club of Carlisle c/o Mrs. Anita Druschel 305 Shatto Drive Carlisle, P A 17013 Sandy Gority 261 West Pomfret Street Carlisle, PA 17013 Anne Gority 261 West Pomfret Street Carlisle, P A 17013 Jaromir Hoza 642 Queens Street S West, Apt. 1 Toronto, Ontario M6J 1 E4 Canada Patrick Schirmer V orsilska 6, 110 00 Praha 1 Czech Republic ., '" Svatos Hoza, Jr. Prikra 3499, 760 00 Zlin Czech Republic Daniela Ruzickova Kollarova 7,351 01 Frantiskovy Lame Czech Republic Iva Brezinova Kuttelwascherova 922, 198 00 Praha 9 Czech Republic Hanna Hoza Slezska 4766,66005 Zlin Czech Republic Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: September 19,2001 Signaturef),///!.(! 0-;/f : I! Name: David C. Gority, Vice Pr~~ident & Trust Officer Address: Manufacturers and Traders Trust Company I 415 Ritner Highway Carlisle, P A 17013 Telephone (717) 240-4505 Capacity: Personal Representative c(- ) C/ Register of Wills of Cumberland County, Pennsylvania INVENTORY , Deceased No. 21 - 200 I - 0043 I Date of Death 3/27/200 I Social Security No. 172-01-9376 Estate of WISE. ROMONA L. also known as M & T In\'t~~tmcnt Group TnePersonalRep-resentafive(sY 6ffh-euEib6-veEstafe,--deceas-ed, verify fhat the items appe-aring in'thef6110wing Inventory include all of the personal assets wherever situate and all of the real estate located 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 of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory INVe verify that the statements made in this Inventory are true and correct. INVe understand that false statements herein are made subject to the penalties of 18 Pa. C. S Section 4904 relating to unsworn falsification to authorities. Personal Representative Attorney: Gregory S Chelap Signature' M& T Tmestmellt Group IDNo 7~443 Signature: Signature: Address 204 State Street HmTi~burg, PAl 7 101 Address: One West High Street Carli~le. P A 17013 Telephone: eI7)233-1000 Telephone Dated: Personal Property :'1 I Share~ M & T 13ank Common Stock - l)Ol) value 24.GI2.14 Accrued mcome on Item # I through DOn 92.75 Delaware (jrouJl Delaware Fund - Tran~fer from Romona L Wise TUA 9.029.04 Vi~ion InteI111ediate Tenn Bond Fund # In - DOD balance on Fund 9G.22Q 97 $1 ,000 Sene~ FE U.S Saving~ Bond - Serial #M70344524EE, ls~ued April. 19RG 500 00 Accrucd income on Itcm #5 through DOD 74R.40 $ LOOO Seric~ EE US S(l\'ing~ Bond - Serial #M70344S2SEE. ls~ucd April. 19R() 500.0() Accrucd mcumc l)]l I tcm #7 through DO D 74840 $ LOOO Serie~ FE U S S(l\'ing~ 130nd - Senal #M70344S2(;EE, ls~ued April. 1986 SOO.OO (Attach additional sheets if necessary) Total Personal Property and Real Estate $625,617.61 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of WISE, ROMONA L No. 21 - 200 I - 0043 I Date of Death 3/27/200] Social Security No 172-01-937() also known as , Deceased 74g.40 Accrued income on Item #9 through DOD $1,000 Series FE US Savings Bond - Serial #M70344527H~, Issued ApriL 1986 Accrued income on Item # II tlu'ough DOD $1.000 Series EE US. Savings Bond - Serial #M70344528EE Issued ApriL 1986 Accrued income on Item # 13 tlmxlgh DOD $1.000 Series EL US Savings Bond - Serial #M7034452l)Lf':, Issued April. 198(i Accrued income on Item # 15 through DOD $IDOO Series FE US Savings Bond - Serial #M70344530FL Issued ApriL 1996 Accrued mcome on Item # 17 through DOD $1,000 Series EE U S. Savings Bond - Serial #M7034453I IT. Issued April. 198(i Accrued mcome un Item # 19 through DO!) $1,000 Series EE U.S. Savings Bond - Serial #M70344532, Issued April, 1986 Accrued incllme lm Item #21 through DOl) $1.000 Series FE US. Sm-ings Bond - Serial #M70344533EL Issued April. 1996 Accrued income on Item #23 through DOD $1.000 Series FE US Savings Bond - Serial #M70344534. Issued .June. 1998 Accrued income on Item #25 through 1)01) $1,000 Series FE US Savings Bond - Serial #M70344535, Issued .June, 1999 Accrued income on Item #27 tlu'ough DOD $1,000 Senes EL US Smings Bond - Serial #M70344536. Issued .June, ] 98g Accrued income un Item #29 through DOD $1,000 Series EE U.S. Savings Bond - Serial #M70344537EE Issued .June, 1998 2 SOO(H) 74K4(J SOO.OO 74g.40 50(J.OO 74g.40 500.00 74g.40 SOO. no 74840 500.00 74840 son 00 74g40 500.00 53() gO 500.00 S 36 gO SOO.OO 536.g0 500.00 Register of Wills of C:umberland County, Pennsylvania INVENTORY continued Estate of WISE. ROMONA L. No 21 - 2001 - 0043 1 Date of Death 3/27/2001 Social Security No. 172-01-9376 also known as , Deceased 53()/)() Accru~d income on Item #3 1 through DOD $1 ,000 S~ries EE (). S Savings Bond - Serial #M70344S31)EL Issued June, ILJXX Accrued income on Item #33 through OOD $1,000 Series EE us. Savings Bond - Serial #V70344S23EE, Issued June. 19X9 Accrued lllcome on Itcm #35 through DOl) $10.000 Series EE U.S. Savings Bond - Serial #X52S3977EL Issu~d January, 1990 Accrued lllcome on Item #37 through DOl) $10,000 Series FE U.S. Savings Bond - Serial #XS2S3978FE, Issued January, 1990 Accrued lllcome on Item #39 through DOD $10.000 Series FE US Savings Bond - Serial #X5253979FE, Issued January, 1990 Accrued lllcome on Item #41 through DOD $1 OJIO() Series FE US. Sa\'ings 130nd - Serial #X52S39XOLE, Issued .Ianuan. 1991 Accrued income on Item #43 through DOD $10.000 Series FF us. Sa\ings Bond - Serial #XS2S391) 11':1-:. Issued January. 1991 Accrued income un Item #45 through DOD $10,000 Series 1-:1:: us. Savings Bond - Serial #XS2539fQI~L Issued Januar~', 1991 Accrued income on Item #47 through DO 0 $10,000 Series EE Us. Savings Bond - Serial #X5253983EL Issued Februar~', 1992 Accrucd incume on Itcm #49 through DOl) $10.000 Series FE (). S. Savings Bond - Serial #X52S3984FE. Issucd October. 1992 Accrued incume un Item #51 through DO!) $S.O()() Serics IT Us. Sm'ings Bond - Serial #V5338863LL, Issued MarciL 19X() 3 500 00 536.8() 500.00 4X6.80 5. (J()() (J(J 4.584.00 S.()OO.OO 4.5X4.0() 5.000 00 4.584.00 5 J )00.00 ,un2(J(J S .000. ()() 4JJ3200 5.000.00 4Jn2.00 5.000.00 ].Sl()()() 5.00().OO 3.024.00 2 .SO(). O() Register of Wills of C:umberland County, Pennsylvania INVENTORY continued Estate of WISt:. ROMONA L. No. 21 - 200 I - O()43 I Date of Death V27/2()O I Social Security No 172-01-'J376 also known as , Deceased 3.X66.0() Accrued 1I1come on Item #S3 through DOD $S.fJ()() Series IT US Savings Bond - Serial #V5338X65FF. Issued March, 1986 Accrued income on Item #S5 through DOD $1,000 Series FE U.S Savings Bond - Serial #VS33886 I FE, Issued January, 1989 Accrued income on Item #57 through DOD $SJJOO Senes FE US Sa\'lngs Bond - Serial #VS33X862LE. Issued Januan, I'JX,) Accrued income on Item #59 through DOD $5.()()O Series IT US Sa\'lngs Bond - Serial #V53388C)(JFI~. Issued Fchruar~. ! \)\)2 Accrucd income on Item #() I through DOD $SJ)OO Series IT US Savings Bond - Serial #VS338XCi41:1:. Issued October. 1992 Accrued 1I1come on Item #63 through DOD $50 Series E. US Sav1l1gs Bond - Serial #LS6 1092085F Accrued income lm Item #65 through DOD $SO Series F U.S. Sm'ings Bond - Serial #LS64SI66041: Accrued 1I1come on 1 tem #67 through DO D $50 Series F US Sa\'ings Bond - Serial #L5C)4572XS2F. Issued April. IW)2 Accrued 1I1come on Item #69 through DOD $SO Series E U.S Savings Bond - Serial #L566! XO'J37J:, Issued June, 19()2 Accrued 1I1comc on Item #71 through DOD $50 Series E US Sav1l1gs Bond - Serial #L5X0842164E. Issued August 19(i2 Accrued income on Item #73 through DOD $50 Series I: US Savings Bond - Serial #1,5809744571:, Issued Septcmber 1962 4 2.500.0U 3.X66.00 2.S00.00 2.5X2.00 2.S0000 2.582.00 2.5()0.OU 1.7S~U)0 2.S00.00 1.512.00 37.50 35602 37.50 362 72 37. SO 362.68 37.S0 ]Ci 3 72 37.50 359.62 37.50 Register of Wills of C:umberland County, Pennsylvania INVENTORY continued Estate of WISE. ROMONA L No 21 - 200 I - 0043 I Date of Death 3/27/20() I Social Security No. 172-0 1-()3 7() also known as , Deceased 362.44 Accrued l11come on Item #75 tlu'ough 000 $50 Series E US Sm'ings Bond - Serial #L58308(i I OOL Issucd No\'cmbcL 1062 Accrued income on Item #77 through 1)0]) $50 Serics L US Smings Bond - Serial #L500038848L Issucd January. 1l)()3 Accrued income on Item #70 through DO!) $50 Series E US Sa\'ings Bond - Serial #L605316189L Issued Fcbruary. 1963 Accrucd ll1come on ILL'm #81 through ])01) $50 Series E US Sayings Bond - Serial #L60 1827202L Issued ApriL 1063 Accrued l11come on Itcm #83 through ])0]) $50 Serics E US Sayings Bond - Serial #L608720683E Accrued l11come on Item #85 through DO]) $50 Series E (IS Sm'ings Bond - Serial #L60<)() I 45431:, Issued August 1963 Accrued ll1cmne on Itern #87 through ])0]) $5() Series I: US Smll1gs Bond - Serial #1,6 I II 0384(il., Issucd September. 1 <)()3 Accrued income on Item #89 through DO)) $50 Series F US Sayings Bond - Serial #1,6145101451:, Issucd No\'embeL 1<)63 Accrued income on Item #91 through DOD $50 Series E US Sa\'ings Bond - Serial #L619093(,971':. Issucd January, 1964 Accrued income on Item #93 through DOD $50 Series E US Sayings Bond - Serial #L620420347L Issued February, 1964 Accrued ll1comc on Item #95 through ])0]) $50 Series E U.S Sayings Bond - Serial #L622007335E. Issucd ApriL 19(14 5 37.50 3()2.4() 37.50 356,24 37.50 ]C) () 0 () 37 50 361.86 37,50 3 ()4. <)() 37.50 357,00 375() 35890 37,50 358,00 37.50 349.74 37.50 3:5344 37 50 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of WISE. ROMONA L. No. 21-2001-0(J4~1 Date of Death ]/27 /2()( il Social Security No. 172-(J 1-\)~7() also known as , Deceased ~55.28 Accrued incume on Item #97 through DOD $50 Series E US. Sa\'ings Bond - Serial #LGnG585501':, Issued June, IW)4 Accrued incume un Item #99 through DOD $50 Series L US Sa\ings Bond - Serial #1,6308730 15L Issued August 1964 Accrued 1l1come on Item # I 0 I through DOl) $50 Series E 1 J.S. Sm'ings Bond - Sen~d #LG~(Y)9~ I ~ I L Issued Septemher. 19()4 Accrued income on Item # I 03 through DOD $50 Series E US Sayings Bond - Serial #U)~584()~951 ':. Issued No\emher. 19()4 Accrued income on Item # I 05 through DOD $50 Senes E US Sa\ings 130nd - Serial #LC)~5(n444\)]':. Issued Januan. Il)()5 Accrued 1I1come on Item # I 07 through DOD $50 Series F US Sayings Bond - Serial #L645085294L Issued March. 19(15 Accrued income on Item # I 09 through Don $50 Series E U.S. Sa\ings Bond - Serial #L64697In7F, Issued April, 1\)65 Accrued 1I1come on Item # III through DOD $50 Series E US Sm'ings Bond - Serial #L65007()W)9L, Issued June, I ()65 Accrued 1l1come on Item # 113 through DOD $5.000 Series EE US Sayings Bund - Serial #V5~~886()IT. Issued March. 198() Accrued 1l1comc on Item # I I 5 through DO D Federal I Iomc Loan Bank 6.25% Bond - Dated 07/09/1999. Due 08/13/2004 Accrued income on Item # 117 through DOD Federal Home Loan Bank, 6.005!},;) Bond - Dated 05/14/1998. Due 05/14/200~ 6 37.50 357 . 90 37.50 350.12 37.50 351 l)4 ~ 7.50 35194 37.50 343.04 37.50 313.2() 37.50 31322 37.50 282()() 2.500.00 3 )s6() 00 25.8554() 190.97 25.578. 13 Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of \VISI~. ROM( )N/\ I, No. 21 - 2(J() I - O()43 I also known as Date of Death 3127/200 \ , Deceased Social Security No. 172-01-9376 55463 Accrued 1l1come on Item # I 19 tlu'ough DOD h.xkral 1 tome Loan Bank 64()5lYr, Bond - Dated 09/24I1l)()9. Due ()V24/200S Accrued income on Item # 121 through Don rederal I lome Loan Bank 62gUIr) Bond - Due 101021200 I but calkd ror redemption 04/02/0 j (Tenerall Jectric Clpital Coq)oration () 2 ()l);(, BOlld - Dated 12/1 51! ()()(1. Due 12/151200 I Accrued 1l1come on Item # I 24 through DOD US Treasury 25M par 5.625%) OTD 2/1511998 Due 2I1SI200() - Romona Wise TlJA Accrued income on Item # 126 tlu'ough Don Wells I-argo & Co (iC)25lYcJ Bond - Dated 07/2g/1999. Due 07/15/2004 Accrucd 1l1come on Item # 128 tlu'ough DOD Cash round at MeSSiah Village Miscellaneous cash among decedent' s personal clTech Miscellaneous Tr~l\elcrs checks cOll\ertcd to cash Conseco Senior I kalth Insurancc COlnpan~ - Rcrulld orprcmium due 011 Policy #432239 Hcmard S Wise. Tru:-;t Under Agrecment - Principal ca:-;h balance at DOl) on I 100\ard S Wise TUA M & T Bank Certiticate of Deposit - Burial Reservc M & T Bank Checking Account #523313674 - DOD value for decedent's personal checking account Quantum 1mag1l1g Associates - Reimbursement of ovc11laymcnt or rncdical bill Romona L Wise TlJA - Principal cash balance at DOD Accrued income on Item #9 through DOl) United States Treasury - \-edera\ ta\:pa~er relief - rerund 7 26.085l)4 13.47 25.00000 25.2(ig.75 445.54 2S.96g74 155.39 25.915.63 331.25 40.03 I.4S0. II 150.00 1.2g0.64 38.05()23 7.SI3.7g 14.720.94 171 72.711 jg 9.346.71 :1 no no Register of Wills of Cumberland County, Pennsylvania INVENTORY continued Estate of WISE. ROMONA I, No. 21 - 2001 - 00431 Date of Death 3/27/2001 also known as , Deceased Social Security No 172-01-9376 Personal pruperty - Miscellaneous per:,;onal property sold at auction 2.937.02 Penn Mutual Life Insurance Company - ^nnuit~ balance on the lire of Otto Lundt (decedent' 'I Ilrst husband) 2.5()257 S~)l\tl1\\e:,;tel11 Life Insurance Compan~' - Annuity Contract #OOO()341590 24.1~58.11 FOR INFORMATION PURPOSES ONLY The Decedent \Va:,; the income benctlciary orthe 1 fo\\ard S Wise Trust Under Agreement. An election \\as made un the PA 1500 Illed for the Estate of Hmvard S WIse to pay ta:-.; on Rumona L. Wise ''I remainder intere:,;t. No additional ta:-.; is due at this time See Revenue File No 21-99-041. Total Personal Property $625,617.61 8 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-0431 ESTATE OF ROMONA WISE, DECEASED FIRST AND FINAL ACCOUNT OF Manufacturers and Traders Trust Co., Executor -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Date of Death: March 27, 2001 Date of Executor's Appointment: May 1, 2001 Date of First Advertisement of Letters: May 16, 2001 Accounting for the Period: April 27, 2001 to March 20, 2002 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Manufacturers and Traders Trust Co., Executor, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: David C. Gority, Vice President & Trust Officer Manufacturers & Traders Trust Co. 1415 Ritner Highway Carlisle, PA 17013 717/240-4505 GROSS ESTATE (Principal Receipts + Income Receipts) 652,428.51 SUMMARY OF ACCOUNT Estate of Romona Wise, Deceased For Period of 04/27/2001 through 03/20/2002 Page Current Value Proposed Distributions to Beneficiaries 36 274,087.36 274,087.36 PRINCIPAL Receipts: Per Inventory Filed 1-6 Subseq Prn Receipts Net Gain (or Loss) on Sales or Other Disposition 7-12 Less Disbursements: Debts of Decedent 13 Funeral Expenses 13 Administration Expenses 14 Federal and State Taxes 14 Fees and Commissions 15 Family Exemption 3,633.17 7,089.25 2,128.53 69,218.73 36,000.00 0.00 Balance before Distributions Distributions to Beneficiaries 16-17 Principal Balance on Hand 18 For Information: Investments Made Changes in Investment Holdings 19-27 INCOME Receipts: This Account 28-33 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements 34 Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand 35 Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Fiduciary Acquisition Value 625,617.61 7,250.73 2,288.70 635,157.04 118,069.68 517,087.36 243,000.00 274,087.36 19,560.17 0.00 19,560.17 690.48 18,869.69 0.00 18,869.69 292,957.05 SCHEDULE A RECEIPTS OF PRINCIPAL CASH: 08/21/01 Conseco Senior Health Insurance Co. - Refund of unearned premium 05/02/01 Federal Home Loan Bank 6.25% due 8/13/04 - Accrued interest to date of death 05/02/01 Federal Home Loan Bank 6% due 5/14/03 - Accrued interest to date of death 05/02/01 Federal Home Loan Bank 6.465% due 3/24/05 - Accrued interest to date of death 05/02/01 General Electric Cap Corp 6.29% due 12/15/01 - Accrued interest to date of death 04/27/01 Howard S. Wise Trust - Income to date of death 05/02/01 371 shares M& T Bank Corporation - Dividend accrued to date of death 10/16/01 M&T Burial Acct. Cert. of Deposit #31003911154547 - Proceeds 05/16/01 M&T Bank Checking Account #523313674 - Balance @ date of death 05/09/01 Miscellaneous Receipt - Cash found at Messiah Village -1- 1,280.64 190.97 554.63 13.47 445.54 38,056.23 92.75 7,513.78 14,720.94 40.03 Fiduciary Acquisition Value 07/02/01 Miscellaneous Receipt - Proceeds from sale of items at auction 07/03/01 07/05/01 Miscellaneous Receipt - Cash Miscellaneous Receipt - Redeemed travelers cheques 09/17/01 Miscellaneous Receipt - Proceeds of 25,000 par Fed. Home Loan Bks 6.28% due 10/2/02 called for redemption 4/2/01 10/05/01 Miscellaneous Receipt - Proceeds from sale of diamond rings 07/27/01 Penn Mutual Life Insurance Co. - Balance of annuity of the life of Otto Ludt 07/12/01 04/27/01 Quantum Imaging - Refund Romona L. Wise Trust - Principal cash 04/30/01 Romona L. Wise Trust - Balance of income cas~ @ date of death 09/14/01 United States Treasury - Tax relief 05/02/01 US Treasury Note 5.625% due 2/15/06 - Accrued interest to date of death 05/02/01 Wells Fargo & Co. 6.625% due 7/15/04 - Accrued interest to date of death -2- 1,482.02 1,456.11 150.00 25,000.00 1,455.00 2,562.57 1.71 72,731.18 9,346.73 300.00 155.39 331.25 177,880.94 PERSONAL PROPERTY: 09/07/01 Southwestern Life Ins. Co. Annuity dtd 7/23/90 STOCKS/LISTED: 04/27/01 562.207 units Delaware Group Delaware Fund - From Romona Wise Trust 04/27/01 371.000 shares M& T Bank Corporation - From Romona Wise Trust 04/27/01 10,092.554 units Vision Intermediate Term Bond Fund - From Romona Wise Trust BONDS: 04/27/01 25,000.000 units Federal Home Loan Bank 6.25% due 8/13/04 - From Romona Wise Trust 04/27/01 25,000.000 units Federal Home Loan Bank 6% due 5/14/03 - From Romona Wise Trust 04/27/01 25,000.000 units Federal Home Loan Bank 6.465% due 3/24/05 04/27/01 25,000.000 units General Electric Cap Corp 6.29% due 12/15/01 - From Romona Wise Trust OS/29/01 15,000.000 units US Savings Bond Series EE dtd 2/1/92 due 2/1/22 OS/29/01 15,000.000 units US Savings Bond Series EE dtd 3/86 due 3/1/16 OS/29/01 10,000.000 units US Savings Bond Series EE dtd 4/86 due 4/1/16 -3- 24,858.11 9,029.04 24,612.14 96,282.97 25,855.46 25,578.13 26,085.94 25,268.75 12,774.00 19,098.00 12,484.00 24,858.11 129,924.15 OS/29/01 5,000.000 units US Savings Bond Series 5,184.00 EE dtd 6/88 due 6/1/16 OS/29/01 2,000.000 units US Savings Bond Series 10,164.00 EE dtd 1/89 due 1/1/19 OS/29/01 30,000.000 units US Savings Bond Series 28,752.00 EE dtd 1/90 due 1/1/20 OS/29/01 30,000.000 units US Savings Bond Series 27,096.00 EE dtd 1/91 due 1/1/21 OS/29/01 50.000 units US Savings Bond Series E 393.52 dtd 1/62 due 1/1/02 OS/29/01 50.000 units US Savings Bond Series E 400.22 dtd 3/62 due 3/1/02 OS/29/01 50.000 units US Savings Bond Series E 400.18 dtd 4/62 due 4/1/02 OS/29/01 10,000.000 units US Savings Bond Series 8,024.00 EE dtd 10/1/92 due 10/1/22 OS/29/01 5,000.000 units US Savings Bond Series 4,012.00 EE dtd 10/1/92 due 10/1/22 OS/29/01 50.000 units US Savings Bond Series E 401.22 dtd 6/62 due 6/1/02 OS/29/01 50.000 units US Savings Bond Series E 397.12 dtd 8/62 due 8/1/02 OS/29/01 50.000 units US Savings Bond Series E 399.94 dtd 9/62 due 9/1/02 OS/29/01 50.000 units US Savings Bond Series E 399.96 dtd 11/62 due 11/1/02 OS/29/01 50.000 units US Savings Bond Series E 393.74 dtd 1/63 due 1/1/03 OS/29/01 50.000 units US Savings Bond Series E 397.56 dtd 2/63 due 2/1/03 OS/29/01 50.000 units US Savings Bond Series E 399.36 dtd 4/63 due 4/1/03 -4- OS/29/01 50.000 units US Savings Bond Series E 402.40 dtd 6/63 due 6/1/03 OS/29/01 50.000 units US Savings Bond Series E 394.50 dtd 8/63 due 8/1/03 OS/29/01 50.000 units US Savings Bond Series E 396.40 dtd 9/63 due 9/1/03 OS/29/01 50.000 units US Savings Bond Series E 387.62 dtd 8/64 due 8/1/04 OS/29/01 50.000 units US Savings Bond Series E 396.40 dtd 11/63 due 11/1/03 OS/29/01 50.000 units US Savings Bond Series E 387.24 dtd 1/64 due 1/1/04 OS/29/01 50.000 units US Savings Bond Series E 390.94 dtd 2/64 due 2/1/04 OS/29/01 50.000 units US Savings Bond Series E 392.78 dtd 4/64 due 4/1/04 OS/29/01 50.000 units US Savings Bond Series E 395.40 dtd 6/64 due 6/1/04 06/05/01 1,000.000 units US Savings Bond Series 986.80 EE dtd 7/89 due 7/1/19 OS/29/01 50.000 units US Savings Bond Series E 389.44 dtd 9/64 due 9/1/04 OS/29/01 50.000 units US Savings Bond Series E 389.44 dtd 11/64 due 11/1/04 OS/29/01 50.000 units US Savings Bond Series E 380.54 dtd 1/65 due 1/1/05 OS/29/01 50.000 units US Savings Bond Series E 350.76 dtd 3/65 due 3/1/05 OS/29/01 50.000 units US Savings Bond Series E 350.72 dtd 4/65 due 4/1/05 OS/29/01 50.000 units US Savings Bond Series E 319.56 dtd 6/65 due 6/1/05 -5- 04/27/01 25,000.000 units US Treasury Note 5.625% due 2/15/06 - From Romona Wise Trust 04/27/01 25,000.000 units Wells Fargo & Co. 6.625% due 7/15/04 - From Romona Wise Trust SUBSEQUENT PRINCIPAL RECEIPTS: 03/04/02 Pennsylvania Department of Revenue - Refund of overpaid inheritance tax 07/30/01 Penn Mutual Life Insurance Co. - Death benefits for Romona L. Wise 25,968.74 25,915.63 105.00 7,145.73 TOTAL RECEIPTS OF PRINCIPAL............... -6- 292,954.41 7,250.73 632,868.34 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain Loss 05/10/01 562.207 units Delaware Group Delaware Fund Net Proceeds 9,535.03 Fid. Acq. Value 9,029.04 505.99 05/10/01 25,000.000 units Federal Home Loan Bank 6.25% due 8/13/04 Net Proceeds 25,962.25 Fid. Acq. Value 25,855.46 106.79 05/10/01 25,000.000 units Federal Home Loan Bank 6% due 5/14/03 Net Proceeds 25,618.00 Fid. Acq. Value 25,578.13 39.87 05/10/01 25,000.000 units Federal Home Loan Bank 6.465% due 3/24/05 Net Proceeds 26,007.00 Fid. Acq. Value 26,085.94 78.94 05/10/01 25,000.000 units US Treasury Note 5.625% due 2/15/06 Net Proceeds 25,950.20 Fid. Acq. Value 25,968.74 18.54 05/10/01 10,092.554 units Vision Intermediate Term Bond Fund Net Proceeds 96,282.97 Fid. Acq. Value 96,282.97 0.00 05/14/01 25,000.000 units General Electric Cap Corp 6.29% due 12/15/01 Net Proceeds 25,100.00 Fid. Acq. Value 25,268.75 168.75 -7- 05/14/01 371.000 shares M& T Bank Corporation Net Proceeds Fid. Acq. Value 26,577.55 24,612.14 05/14/01 25,000.000 units Wells Fargo & Co. 6.625% due 7/15/04 Net Proceeds Fid. Acq. Value 12/19/01 25,852.50 25,915.63 Southwestern Life Ins. Co. Annuity dtd 7/23/90 Net Proceeds Fid. Acq. Value 24,858.11 24,858.11 03/20/02 15,000.000 units US Savings Bond Series EE dtd 2/1/92 due 2/1/22 Net Proceeds Fid. Acq. Value 12,774.00 12,774.00 03/20/02 15,000.000 units US Savings Bond Series EE dtd 3/86 due 3/1/16 Net Proceeds Fid. Acq. Value 19,098.00 19,098.00 03/20/02 10,000.000 units US Savings Bond Series EE dtd 4/86 due 4/1/16 Net Proceeds Fid. Acq. Value 03/20/02 12,484.00 12,484.00 5,000.000 units US Savings Bond Series EE dtd 6/88 due 6/1/16 Net Proceeds Fid. Acq. Value 03/20/02 5,184.00 5,184.00 2,000.000 units US Savings Bond Series EE dtd 1/89 due 1/1/19 Net Proceeds Fid. Acq. Value 10,164.00 10,164.00 -8- 1,965.41 63.13 0.00 0.00 0.00 0.00 0.00 0.00 03/20/02 30,000.000 units US Savings Bond Series EE dtd 1/90 due 1/1/20 Net Proceeds 28,752.00 Fid. Acq. Value 28,752.00 0.00 03/20/02 30,000.000 units US Savings Bond Series EE dtd 1/91 due 1/1/21 Net Proceeds 27,096.00 Fid. Acq. Value 27,096.00 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 1/62 due 1/1/02 Net Proceeds 393.52 Fid. Acq. Value 393.52 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 3/62 due 3/1/02 Net Proceeds 400.22 Fid. Acq. Value 400.22 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 4/62 due 4/1/02 Net Proceeds 400.18 Fid. Acq. Value 400.18 0.00 03/20/02 15,000.000 units US Savings Bond Series EE dtd 10/1/92 due 10/1/22 Net Proceeds 12,036.00 Fid. Acq. Value 12,036.00 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 6/62 due 6/1/02 Net Proceeds 401.22 Fid. Acq. Value 401.22 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 8/62 due 8/1/02 Net Proceeds 397.12 Fid. Acq. Value 397.12 0.00 -9- 03/20/02 50.000 units US Savings Bond Series E dtd 9/62 due 9/1/02 Net Proceeds 399.94 Fid. Acq. Value 399.94 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 11/62 due 11/1/02 Net Proceeds 399.96 Fid. Acq. Value 399.96 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 1/63 due 1/1/03 Net Proceeds 393.74 Fid. Acq. Value 393.74 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 2/63 due 2/1/03 Net Proceeds 397.56 Fid. Acq. Value 397.56 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 4/63 due 4/1/03 Net Proceeds 399.36 Fid. Acq. Value 399.36 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 6/63 due 6/1/03 Net Proceeds 402.40 Fid. Acq. Value 402.40 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 8/63 due 8/1/03 Net Proceeds 394.50 Fid. Acq. Value 394.50 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 9/63 due 9/1/03 Net Proceeds 396.40 Fid. Acq. Value 396.40 0.00 -10- 03/20/02 50.000 units US Savings Bond Series E dtd 8/64 due 8/1/04 Net Proceeds 387.62 Fid. Acq. Value 387.62 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 11/63 due 11/1/03 Net Proceeds 396.40 Fid. Acq. Value 396.40 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 1/64 due 1/1/04 Net Proceeds 387.24 Fid. Acq. Value 387.24 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 2/64 due 2/1/04 Net Proceeds 390.94 Fid. Acq. Value 390.94 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 4/64 due 4/1/04 Net Proceeds 392.78 Fid. Acq. Value 392.78 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 6/64 due 6/1/04 Net Proceeds 395.40 Fid. Acq. Value 395.40 0.00 03/20/02 1,000.000 units US Savings Bond Series EE dtd 7/89 due 7/1/19 Net Proceeds 986.80 Fid. Acq. Value 986.80 0.00 03/20/02 50.000 units US Savings Bond Series E dtd 9/64 due 9/1/04 Net Proceeds 389.44 Fid. Acq. Value 389.44 0.00 -11- 03/20/02 03/20/02 03/20/02 03/20/02 03/20/02 50.000 units US Savings Bond Series E dtd 11/64 due 11/1/04 Net Proceeds 389.44 Fid. Acq. Value 389.44 50.000 units US Savings Bond Series E dtd 1/65 due 1/1/05 Net Proceeds 380.54 Fid. Acq. Value 380.54 50.000 units US Savings Bond Series E dtd 3/65 due 3/1/05 Net Proceeds 350.76 Fid. Acq. Value 350.76 50.000 units US Savings Bond Series E dtd 4/65 due 4/1/05 Net Proceeds 350.72 Fid. Acq. Value 350.72 50.000 units US Savings Bond Series E dtd 6/65 due 6/1/05 Net Proceeds Fid. Acq. Value 319.56 319.56 TOTAL GAINS AND LOSSES/PRINCIPAL........... LES S LOS S. . . . . . . . . . . . . . . . . . . . . . . . . . . . . NET GAIN OR LaSS.... . . . . . . . . . . . . . . . . . . . . . . . -12- 0.00 0.00 0.00 0.00 0.00 2,618.06 329.36 329.36 2,288.70 05/01/01 05/01/01 05/09/01 05/16/01 OS/24/01 06/08/01 06/12/01 08/21/01 05/09/01 SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT Alert Pharmacy Service, Inc. Drug expense Verizon Telephone service Messiah Village - Nursing home expense Internists of Central PA - Medical expense Parente Randolph, PC - Tax preparation fee Messiah Village - Dry cleaning expense Verizon Telephone service Paul D. Dalbey, DPM - Medical expense 28.00 11.97 3,212.75 36.42 275.00 4.10 1.35 63.58 TOTAL DEBTS OF DECEDENT............................. SCHEDULE C-2 FUNERAL EXPENSES Musselman Funeral Home - Funeral expense 7,089.25 TOTAL FUNERAL EXPENSES.............................. -13- 3,633.17 7,089.25 05/01/01 05/07/01 06/21/01 08/15/01 09/17/01 11/14/01 11/26/01 11/29/01 02/14/02 02/14/02 06/22/01 11/14/01 SCHEDULE C-3 ADMINISTRATION EXPENSES Register of Wills - Letters testamentary M. Rutland - Appraisal & cleaning of jewelry The Sentinel - Advertising of executor's notice The State Employees' Retirement Fund - Reimbursement of benefits for 3/27/01-3/30/91 Ramona L. Wise Trust - Reimbursement for trustee fee dtd 4/13/01 Register of Wills - Fee to file PA Inheritance Tax Register of Wills - Fee to file Inventory Register of Wills - Additional probate fee RESERVE - For miscellaneous administration expenses RESERVE - For income tax 346.00 110.24 87.35 73.47 360.47 15.00 31.00 105.00 500.00 500.00 TOTAL ADMINISTRATION EXPENSES....................... SCHEDULE C-4 FEDERAL AND STATE TAXES Register of Wills - Estimated PA Inheritance Tax Register of Wills - Balance of PA Inheritance Tax 55,000.00 14,218.73 TOTAL FEDERAL AND STATE TAXES....................... -14- 2,128.53 69,218.73 02/14/02 02/14/02 SCHEDULE C-5 FEES AND COMMISSIONS Greg Chelap, Esq. - Attorney's fee - TO BE PAID 15,000.00 Manufacturers & Traders Trust Co. - Executors fee - TO BE PAID 21,000.00 TOTAL FEES AND COMMISSIONS.......................... TOTAL DISBURSEMENTS OF PRINCIPAL.................... -15- 36,000.00 118,069.68 Gerald H. Wise 06/14/01 Jane Lehmer 01/11/02 Joseph Danza Ronemus 01/11/02 Messiah Village 01/11/02 Robin Margaret Shuler 01/11/02 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Gerald H. Wise - Specific bequest Jane Lehmer - Advance distribution Joseph Danza Ronemus - Advance distribution Messiah Village - Advance distribution Robin Margaret Shuler - Advance distribution -16- 1,000.00 40,000.00 40,000.00 40,000.00 40,000.00 Robert Clayton Lehmer 01/11/02 Robert Clayton Lehmer - Advance distribution Stevens Memorial United Methodist Church 06/14/01 Susan Lehmer Foster 01/11/02 Stevens Memorial United Methodist Church - Specific bequest Susan Lehmer Foster - Advance distribution TOTAL DISTRIBUTIONS TO BENEFICIARIES...... -17- 40,000.00 2,000.00 40,000.00 243,000.00 # Units Description PRINCIPAL BALANCE ON HAND Vision Instit. Prime Money Market -18- Current Value or as Noted 274,087.36 Fiduciary Acquisition Value 274,087.36 274,087.36 274,087.36 --------------- --------------- --------------- --------------- SCHEDULE F CHANGES IN INVESTMENT HOLDINGS - PRINCIPAL Cost Delaware Group Delaware Fund 04/27/01 05/10/01 562.207 units inventoried (562.207)units sold 9,029.04 (9,029.04) 0.000 0.00 Federal Home Loan Bank 6.25% due 8/13/04 04/27/01 05/10/01 25,000.000 units inventoried (25,000.000)units sold 25,855.46 (25,855.46) 0.000 0.00 Federal Home Loan Bank 6% due 5/14/03 04/27/01 05/10/01 25,000.000 units inventoried (25,000.000)units sold 25,578.13 (25,578.13) 0.000 0.00 Federal Home Loan Bank 6.465% due 3/24/05 04/27/01 05/10/01 25,000.000 units inventoried (25,000.000)units sold 26,085.94 (26,085.94) 0.000 0.00 -19- General Electric Cap Corp 6.29% due 12/15/01 04/27/01 05/14/01 25,000.000 units inventoried (25,000.000)units sold 25,268.75 (25,268.75) 0.000 0.00 M& T Bank Corporation 04/27/01 05/14/01 371.000 shares inventoried (371.000)shares sold 24,612.14 (24,612.14) 0.000 0.00 Southwestern Life Ins. Co. Annuity dtd 7/23/90 09/07/01 12/19/01 inventoried sold 24,858.11 (24,858.11) 0.00 US Savings Bond Series EE dtd 2/1/92 due 2/1/22 OS/29/01 03/20/02 15,000.000 units inventoried (15,000.000)units sold 12,774.00 (12,774.00) 0.000 0.00 US Savings Bond Series EE dtd 3/86 due 3/1/16 OS/29/01 03/20/02 15,000.000 units inventoried (15,000.000)units sold 19,098.00 (19,098.00) 0.000 0.00 -20- US Savings Bond Series EE dtd 4/86 due 4/1/16 OS/29/01 03/20/02 10,000.000 units inventoried (10,000.000)units sold 12,484.00 (12,484.00) 0.000 0.00 US Savings Bond Series EE dtd 6/88 due 6/1/16 OS/29/01 03/20/02 5,000.000 units inventoried (5,OOO.000)units sold 5,184.00 (5,184.00) 0.000 0.00 US Savings Bond Series EE dtd 1/89 due 1/1/19 OS/29/01 03/20/02 2,000.000 units inventoried (2,000.000)units sold 10,164.00 (10,164.00) 0.000 0.00 US Savings Bond Series EE dtd 1/90 due 1/1/20 OS/29/01 03/20/02 30,000.000 units inventoried (30,000.000)units sold 28,752.00 (28,752.00) 0.000 0.00 US Savings Bond Series EE dtd 1/91 due 1/1/21 OS/29/01 03/20/02 30,000.000 units inventoried (30,000.OOO)units sold 27,096.00 (27,096.00) 0.000 0.00 -21- US Savings Bond Series E dtd 1/62 due 1/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 393.52 (393.52) 0.000 0.00 US Savings Bond Series E dtd 3/62 due 3/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 400.22 (400.22) 0.000 0.00 US Savings Bond Series E dtd 4/62 due 4/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 400.18 (400.18) 0.000 0.00 US Savings Bond Series EE dtd 10/1/92 due 10/1/22 OS/29/01 OS/29/01 03/20/02 5,000.000 units inventoried 10,000.000 units inventoried (15,000.000)units sold 4,012.00 8,024.00 (12,036.00) 0.000 0.00 US Savings Bond Series E dtd 6/62 due 6/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 401.22 (401.22) 0.000 0.00 -22- US Savings Bond Series E dtd 8/62 due 8/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 397.12 (397.12) 0.000 0.00 US Savings Bond Series E dtd 9/62 due 9/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 399.94 (399.94) 0.000 0.00 US Savings Bond Series E dtd 11/62 due 11/1/02 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 399.96 (399.96) 0.000 0.00 US Savings Bond Series E dtd 1/63 due 1/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 393.74 (393.74) 0.000 0.00 US Savings Bond Series E dtd 2/63 due 2/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 397.56 (397.56) 0.000 0.00 -23- US Savings Bond Series E dtd 4/63 due 4/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 399.36 (399.36) 0.000 0.00 US Savings Bond Series E dtd 6/63 due 6/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 402.40 (402.40) 0.000 0.00 US Savings Bond Series E dtd 8/63 due 8/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 394.50 (394.50) 0.000 0.00 US Savings Bond Series E dtd 9/63 due 9/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 396.40 (396.40) 0.000 0.00 US Savings Bond Series E dtd 8/64 due 8/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 387.62 (387.62) 0.000 0.00 -24- US Savings Bond Series E dtd 11/63 due 11/1/03 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 396.40 (396.40) 0.000 0.00 US Savings Bond Series E dtd 1/64 due 1/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 387.24 (387.24) 0.000 0.00 US Savings Bond Series E dtd 2/64 due 2/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 390 . 94 (390.94) 0.000 0.00 US Savings Bond Series E dtd 4/64 due 4/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 392.78 (392.78) 0.000 0.00 US Savings Bond Series E dtd 6/64 due 6/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 395.40 (395.40) 0.000 0.00 -25- US Savings Bond Series EE dtd 7/89 due 7/1/19 06/05/01 03/20/02 1,000.000 units inventoried (l,OOO.OOO)units sold 986.80 (986.80) 0.000 0.00 US Savings Bond Series E dtd 9/64 due 9/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 389.44 (389.44) 0.000 0.00 US Savings Bond Series E dtd 11/64 due 11/1/04 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 389.44 (389.44) 0.000 0.00 US Savings Bond Series E dtd 1/65 due 1/1/05 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 380.54 (380.54) 0.000 0.00 US Savings Bond Series E dtd 3/65 due 3/1/05 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 350.76 (350.76) 0.000 0.00 -26- US Savings Bond Series E dtd 4/65 due 4/1/05 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 350.72 (350.72) 0.000 0.00 US Savings Bond Series E dtd 6/65 due 6/1/05 OS/29/01 03/20/02 50.000 units inventoried (50.000)units sold 319.56 (319.56) 0.000 0.00 US Treasury Note 5.625% due 2/15/06 04/27/01 05/10/01 25,000.000 units inventoried (25,000.000)units sold 25,968.74 (25,968.74) 0.000 0.00 Vision Intermediate Term Bond Fund 04/27/01 05/10/01 10,092.554 units inventoried (10,092.554)units sold 96,282.97 (96,282.97) 0.000 0.00 Wells Fargo & Co. 6.625% due 7/15/04 04/27/01 05/14/01 25,000.000 units inventoried (25,000.000)units sold 25,915.63 (25,915.63) 0.000 0.00 -27- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-2 INTEREST Federal Home Loan Bank 6.25% due 8/13/04 05/10/01 368.92 Federal Home Loan Bank 6% due 5/14/03 05/10/01 733.94 Federal Home Loan Bank 6.465% due 3/24/05 05/10/01 206.52 General Electric Cap Corp 6.29% due 12/15/01 05/14/01 650.84 Southwestern Life Ins. Co. Annuity dtd 7/23/90 12/19/01 701.53 US Savings Bond Series EE dtd 2/1/92 due 2/1/22 03/20/02 774.00 US Savings Bond Series EE dtd 3/86 due 3/1/16 03/20/02 774.00 -28- US Savings Bond Series EE dtd 4/86 due 4/1/16 03/20/02 US Savings Bond Series EE dtd 6/88 due 6/1/16 03/20/02 US Savings Bond Series EE dtd 1/89 due 1/1/19 03/20/02 US Savings Bond Series EE dtd 1/90 due 1/1/20 03/20/02 US Savings Bond Series EE dtd 1/91 due 1/1/21 03/20/02 US Savings Bond Series E dtd 1/62 due 1/1/02 03/20/02 US Savings Bond Series E dtd 3/62 due 3/1/02 03/20/02 US Savings Bond Series E dtd 4/62 due 4/1/02 03/20/02 504.00 210.00 412.00 1,740.00 1,656.00 19.98 20.32 16.16 -29- US Savings Bond Series EE dtd 10/1/92 due 10/1/22 03/20/02 US Savings Bond Series E dtd 6/62 due 6/1/02 03/20/02 US Savings Bond Series E dtd 8/62 due 8/1/02 03/20/02 US Savings Bond Series E dtd 9/62 due 9/1/02 03/20/02 US Savings Bond Series E dtd 11/62 due 11/1/02 03/20/02 US Savings Bond Series E dtd 1/63 due 1/1/03 03/20/02 US Savings Bond Series E dtd 2/63 due 2/1/03 03/20/02 US Savings Bond Series E dtd 4/63 due 4/1/03 03/20/02 738.00 16.20 16.06 16.16 16.16 15.90 16.06 16.14 -30- US Savings Bond Series E dtd 6/63 due 6/1/03 03/20/02 US Savings Bond Series E dtd 8/63 due 8/1/03 03/20/02 US Savings Bond Series E dtd 9/63 due 9/1/03 03/20/02 US Savings Bond Series E dtd 8/64 due 8/1/04 03/20/02 US Savings Bond Series E dtd 11/63 due 11/1/03 03/20/02 US Savings Bond Series E dtd 1/64 due 1/1/04 03/20/02 US Savings Bond Series E dtd 2/64 due 2/1/04 03/20/02 US Savings Bond Series E dtd 4/64 due 4/1/04 03/20/02 16.26 19.96 20.04 23.62 20.04 23.58 23.82 23.92 -31- US Savings Bond Series E dtd 6/64 due 6/1/04 03/20/02 US Savings Bond Series EE dtd 7/89 due 7/1/19 03/20/02 US Savings Bond Series E dtd 9/64 due 9/1/04 03/20/02 US Savings Bond Series E dtd 11/64 due 11/1/04 03/20/02 US Savings Bond Series E dtd 1/65 due 1/1/05 03/20/02 US Savings Bond Series E dtd 3/65 due 3/1/05 03/20/02 US Savings Bond Series E dtd 4/65 due 4/1/05 03/20/02 US Savings Bond Series E dtd 6/65 due 6/1/05 03/20/02 24.08 50.00 23.72 23.72 23.18 21.36 21.36 15.12 -32- US Treasury Note 5.625% due 2/15/06 05/10/01 Vision Intermediate Term Bond Fund 05/01/01 06/01/01 Vision Institutional Prime Money Market 05/01/01 06/01/01 06/01/01 07/02/01 07/02/01 08/01/01 08/01/01 09/04/01 09/04/01 10/02/01 10/02/01 11/01/01 11/01/01 12/03/01 12/03/01 01/02/02 01/02/02 02/01/02 02/01/02 03/01/02 03/01/02 Interest Wells Fargo & Co. 6.625% due 7/15/04 05/14/01 62.25 137.19 13.69 1,127.59 6.87 1,271.27 12.61 1,097.59 15.86 1,052.29 17.89 18.16 963.00 920.74 18.82 698.45 16.01 613.30 15.26 15.56 358.45 207.25 13.61 TOTAL INTEREST INCOME..................... TOTAL RECEIPTS OF INCOME.................. -33- 326.31 199.44 8,474.27 547.48 19,560.17 19,560.17 03/15/02 SCHEDULE I DISBURSEMENTS OF INCOME Income Commission - Manufacturers & Traders Trust Co. - 6/14/01-3/15/02 690.48 TOTAL DISBURSEMENTS OF INCOME.................. 690.48 -34- INCOME BALANCE ON HAND Current Value =If Units Description or as Noted Fiduciary Acquisition Value Vision Instit. Prime Money Market 18,869.69 18,869.69 18,869.69 18,869.69 HANUFACTURERS AND TRADERS TRUST CONPANY EXECUTOR ROMONA l.JISE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND David C. Garity, Vice President, Manufacturers and Traders Trust Company, Executor, being duly sworn, depose and say that the foregoing Account, both as to the items of charge and discharge, are just and true to the best of his knowledge aoo belief. MANUFACTURERS AND ~ERS TRUST COMPANY EXECUTOR ROf.l0NA WISE Sworn ,to: 'apd Subscribed before me this !;?a ","1 day of March, 2002. to-d J~ Q & I~f otary Public ( H , I<'rt\r,\/ .J , !)('tary Public , Carli'sle JE'(,," :"}fland Count" L~f:~~_C_'lm~~<" ' '!ltr,S July 2f r, ~ 1;~tIO' -35- . In The Court of Common Pleas of Cumberland County Pennsylvania, Orphan's Court Division In The Estate of Romona L. Wise, Late of Cumberland County Schedule of Proposed Distribution Balance for Distribution as per First and Final Account Filed March 22, 2002 Distri bution: Susan Lehmer Foster Principal Cash Income Cash $ 292.957.05 $45,681.22 3.144.95 $ 48,826.17 Jane Lehmer Principal Cash Income Cash $45,681.22 3.144.95 $ 48,826.17 Robert Clayton Lehmer Principal Cash Income Cash $45,681.23 3.144.94 $ 48,826.17 Joseph Danza Ronemus Principal Cash Income Cash $45,681.23 3.144.95 $ 48,826.18 Robin Margaret Ronemus-Shuler Principal Cash Income Cash $45,681.23 3.144.95 $ 48,826.18 Messiah Village Principal Cash Income Cash $45,681.23 3.144.95 $ 48.826.18 Total Proposed Distribution........................ ......... .... $ 292.957.05 Statement of the Reason for the Proposed Distribution The above distribution is proposed in accordance with the terms of the Last Will and Testament of Romona L. Wise, Late of Cumberland County, Pennsylvania Commonwealth of Pennsylvania County of Cumberland David C. Gority, being duly sworn according to law, deposes and says that he is Vice President of Manufacturers and Traders Trust Company, the Accountant in the Estate above named, and that the facts set forth in the Statement of the Reasons for the Proposed Distributio are true and correct. , /l :} 'im/ G~/V-- avid C. Gori~ ice resident Sworn to rnd Subscribed before me this Ja;u day of March, 2002 Katlw ,i r~o:' r i~:(;~~~ly Public I Carlisle '8,,1' . c\"'.',:)r1and Coun~' M" CnmiS~i{Y' July ~6 . C,~. ! COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG. PA 17128-0601 '* No.AA 49 6151REv-1162 EX (11-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I r4A~U~'Ac-rURERS & TRADERS TR CO ~ \~< E:, E. ~t ~-~ I C:"j ~..~ S 1.' R f:: t:_~-f C:,;:~ ~-~ ~_.. I ~5 L-. c. r. ("i 1 "7 () 1 :~~ FOLD HERE ESTATE INFORMATION: I FILE NUMBER C~ '~2('O 1 .:.)-i:" . . , s ~:; ~\: 1 ..~/;,: ''- (I ci~~_l ~7 {) ~ "...J .)>. ~ 1.-~, ~ NAME OF DECEDENT (LAST) (FIRST) (MI) V'.J ! ~'iL F..~c;r~lt~)t\J?\ _. DATE OF PAYMENT :~-; " ~ ... i?',}i " I POSTMARK DATE I - I <.:i (~(> i,) ',) COUNTY ",J1 ~.j ~"'~ l~ :~: r~ L ;--1 !\~ :..) DATE OF DEATH l. _~ / Z:~! (J(:: l :"1 & ,< J'j \/ t.:;:I ; "'l!:.-J.J ( \Jt"':UU!' REMARKS \': ,'C Dt~\.\ I D Gf1F I T'i -:';:{ OF'!~ I r:c: f:;; C;",LCl-.';i : (I 1 b:J~5{;, SEAL REGISTER OF WILLS ---------------- ACN ASSESSMENT CONTROL NUMBER AMOUNT 1 C~ l {.55. 000.00 *' FOLD HERE - f; t. ~"I ~'~;I~ 'Iif;, ... .... I> .. ~ ~,"55., 6f.)~.ro - Sk ... TOTAL AMOUNT PAID 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 MANUFACTURERS & TRADERS TR CO 1 WEST HIGH STREET CARLISLE, PA 17013 -------- fold ESTATE INFORMATION: SSN: 172-01-9376 FILE NUMBER: 21-2001- 0431 DECEDENT NAME: WISE ROMONA L DA TE OF PAYMENT: 11/26/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/27/2001 NO. CD 000552 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $14,218.73 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: M & T BANK NA CHECK# 20006966 SEAL INITIALS: VZ RECEIVED BY: $14,218.73 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS \. /lt02;7 7-/c'J B~EAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION # DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Recoru. uf Rec" ,i'. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-21-2002 WISE 03-27-2001 21 01-0431 CUMBERLAND 101 .02 JAN 18 P 3 : 1 4 GREG C CHELAP ESQ SKARLATOS & ZONARICH 204 STATE ST Clerl.. HBG ~AlJll~IOl. *' REV-1S47 EX UP (12-00) ROMONA L Amount Remitted ( X) CHANGED (1) (2) (3) (4) (SJ (6J (7) .00 449J662.96 .00 .00 175J955.05 .00 .00 (8) 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 ~ R'fv =is'4-j-Ex--AFP--fi"2-:oo1--NcjficE--oF-'rNHEifiT"NcE-YAX-A-PPRA-isEi"-ENT~--ALi-oWANCE-OR------------ -- --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WISE ROMONA L FILE NO. 21 01-0431 ACN 101 DATE 01-21-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED 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 DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule IJ 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 47~373.96 400.99 (11) (12) (13) (14) (9) ClO) SEE ATTACHED NOTICE NOTE: To insure proper credit to your account~ submit the upper portion of this form with your tax payment. 625~617.61 47 774 95 577~842.66 97~086.21 480~756.45 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 1&, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. 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: (15) .00 X 00 = .00 Cl6) 1~000.00 X 045 = 45.00 (17) .00 X 12 = .00 Cl8) 479~756.45 X 15 = 71~963.47 (19)= 72~008.47 PAYMENT RECEIPT DISCOUNT (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-21-2001 AA496751 2~894.74 55~000.00 11-26-2001 CDOO0552 .00 14~218.73 TOTAL TAX CREDIT 72~113.47 BALANCE OF TAX DUE 10S.00CR INTEREST AND PEN. .00 TOTAL DUE 10S.00CR · IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 ~(6-88) , '* INHERITANCE TAX II EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER WISE, ROMONA 2101-0431 REVIEWED BY ACN LARRY SZOLLOSY 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES J 6 Lineal heirs are taxable at the rate of 4.50/0 for dates of death on or after 07-01-2000. ROW Page 1 /6 -,:2~;2 7.- /0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-l6D7 EX AFP lOl-02> GREG C CHELAP ESQ SKARLATOS & ZONARICH 204 STATE ST l~, ~ HBG PACll11101 .02 r11\F~ 1 B P 2 :i 6 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-19-2002 WISE 03-27-2001 21 01-0431 CUMBERLAND 101 ROMONA L Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V = i6(fj-E3f-AFP--(Ol---02)-------...--iNirERi'~.._ANCE--yAX--SyjrfEME-Ny-ifr=-AC-Coui..-f--.-..---------------- - - - -- ESTATE OF WISE ROMONA L FILE NO.21 01-0431 ACN 101 DATE 02-19-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 P R I N C I PAL TAX DUE: ...............nn...nnn...........................................................................n........n...nmmmn.nmnnnnnn..mnnn...nmmnm...............n............nn......n.. 72,008.47 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-21-2001 AA496751 2,894.74 55,000.00 11-26-2001 CDOO0552 .00 14,218.73 01-29-2002 REFUND .00 105.00- TOTAL TAX CREDIT 72,008.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ~ -I) P1 it- I:j ~ * ~~ j;jtJ ~ t:i /:tj -;- bE ~ _O~R I /:-.f o t; ~fj " ff f::tj H / /::: .. ~ ,t...;;j .~ N E! Pie qSe Del. qCI] 8er. ore Dep oSi!.' 109 1:::3 Ri!~ ./1.0 :0- ..:::; ~ 0 O..'v) g8 o .ao ago a $ ~ tA ilia ;,/{}/j ~ ~:!!J ~- F;jS /:--t(li ;<.0 t}J g; 8 t;i-lS. !;j H f 'S c/ % tT'l . STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROMONA L. WISE Date of Death: MARCH 27, 2001 Will No.: 2001-00431 Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report that following wi th respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. representative be complete: If the answer is No, state when the personal reasonably believes that the administration will 3. following: If the answer to No. 1 is Yes, state the 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 account informally to the parties in interest? Yes X state an 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: Feb. 25, 2003 print) Skarlatos & Zonarich LLP 204 State Street Harrisburg, FA 17101 Address (717)233-1000 Tel. No. Capacity: Counsel for Personal Representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7 ) 240 - 6345 Date: 2/07/2003 MANUFACTURERS & TRADERS TR CO 1 WEST HIGH STREET CARLISLE, PA 17013 RE: Estate of WISE ROMONA L File Number: 2001-00431 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: 3/27/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ..J File Counsel Judge REV-1500 EX.. (6-00) CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT t/ OFFICIAL USE ONLY tIP - ;?:J... if - 10 FILE NUMBER 2001-00431 o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG,PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wise Romona L. DATE OF DEATH{MM~DD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 172-01-9376 THIS RETURN MUST BE FILED IN DUPUCATEWlTH THE NUMBER LEINITIAL REGISTER OF WILLS SOCIAL SECURITY NUMB R X 1. Original Return 4. LImited Estate X 6. Decedent Died Testate (Attach copy of WIll) D 9. LItIgation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) X 7. Decedent Maintained a LIving Trust (Attach copy of Trust) 010. o 3 date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Numberof Safe Deposit Boxes NAME Gre C. Chela Es . FIRM NAME (If Applicable) Skar1atos & Zonarich, LLP TELEPHONE NUMBER COMPLETE MAILING ADDRESS o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) 204 State Street Harrisburg, PA 17101 1. Real Estate (Schedule A) (1) N Stocks and Bonds (Schedule B) (2) 449,662 ,- 2. 6"", ~ 3. Closely Held Corporation, Partnership or (3) N~e Sole-Proprietorship (J ~ 4. Mortgages & Notes Receivable (Schedule D) (4) N~e' R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 175,955 f:ll5 ~.:. . ;a <= E (Schedule E) 0 (})"r;> C :u " A 6. Jointly Owned Property (Schedule F) (6) N<tol"'" (.oj - P 0 CXl I Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T S. Total Gross Assets (total lines 1-7) (S) 625,617.61 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 47,373.96 0 N 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10) 400.99 11. Total Deductions (total Lines 9 & 10) (11) 47.774.95 12. Net Value of Estate (Line 8 minus Line 11) (12) 577 ,842.66 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 97.086.21 made (Schedule J) 14. Net Value Sub'ectto Tax (line 12 minus Line 13) (14) 480,756.45 C o M P T U A T X A T I o N SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 0.00 0.00 480,756.45 x X X X .0 0 o 45 .12 .15 (15) (16) (17) (lS) (19) 0.00 0.00 0.00 72.113.47 72,113.47 Copyright (c) 2000 form software only The Lackner Group, Inc. FormREV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 100 Mt. Allen Drive Box 2015 CITY I STATE I ZIP Mechanicsbur~ PA 17055-2015 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 72,113.47 0.00 55,000.00 2,894.74 Total Credits ( A + B + C) (2) 57,894.74 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E) (3) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (S) A. Enter the interest on the tax due. (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) Make C~~ck Payabl~to: REGISTER OF WILLS, AGENT ';"i[:i!iiHi:!i!!:!!'!! "",;;:11 '"Ii''li!HiiiHi!i!:%''' ill!i:ij!jii!iH!:H!!i!'''i''''',.".,...... ..."..". :i!;';;!i!i!i!!!!iHiiiiUiiUHiU:UHHi1@,:m::ii!i!!l!!i!iiHHii!,j:;!':"::',,,.,.... ..... . PLEASE ANSWER THEf"F'OLLOWING'QUEsTIONs BY"PLACI'iIICfAN i!!i~!J!!! iN THE APPFlOPFlIA TEBI.OCKS 1. 0.00 0.00 14,218.73 0.00 14,218.73 Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes No ~~ o o ~ ~ o []] 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 belief, It Is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knowledge. SIGNATU OF PERSON RESPONSIBLE FOR FlUNG RETURN 7.'Y ~ gr SENTATlVE M&T Investment Group _ _ -'!Tl~_ _"!~~:t_ _~~~_1: _ ~:t_r:~~:t_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Carlisle, PA 17013 Skar1atos & Zonarich, LLP 204 State Street --Harr-isb;;r-~- -pj.,,-- -ilioi --- --- -- --- - -- ---- ---- -- DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still 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. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)j. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1503 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER SS11 172-01-9376 03/27/2001 Romona L. Wise All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 10 DESCRIPTION 371 shares M&T Bank common stock - Date of death value Accrued income on item 1 through date of death 2 Delaware Group Delaware Fund - Transfer from Romona L Wise TUA 3 Vision Intermediate Term Bond Fund #123 - Date of death balance on fund 4 $1,000 Series EE U.S. Savings Bond - Serial # M70344524EE, Issued Apr-86 Accrued income on item 4 through date of death 5 $1,000 Series E U.S. Savings Bond - Serial # M70344525EE, Issued Apr-86 Accrued income on item 5 through date of death 6 $1,000 Series E U.S. Savings Bond - Serial # M70344526EE, Issued Apr-86 Accrued income on item 6 through date of death 7 $1,000 Series EE U.S. Savings Bond - Serial # M70344527EE, Issued Apr-86 Accrued income on item 7 through date of death 8 $1,000 Series EE U.S. Savings Bond - Serial # M70344528EE, Issued Apr-86 Accrued income on item 8 through date of death 9 $1,000 Series EE U.S. Savings Bond - Serial # M70344529EE, Issued Apr-86 Accrued income on item 9 through date of death $1,000 Series EE U.S. Savings Bond - Serial # M70344530EE, Issued Apr-86 Accrued income on item 10 through date of death Total of Continuation Schedu1e(s) 2001-00431 UNIT VALUE VALUE AT DATE OF DEATH 24,612.14 92.75 9,029.04 96,282.97 500.00 748.40 500.00 748.40 500.00 748.40 500.00 748.40 500.00 748.40 500.00 748.40 500.00 748.40 310,906.86 TOTAL (Also enter on line 2, Recapitulation) Form REV-1503 EX (Rev, 1-97) (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. 449,662.56 Unit Value at Date Value of Death 500.00 748.40 500.00 748.40 500.00 748.40 500.00 536.80 500.00 536.80 500.00 536.80 500.00 536.80 500.00 536.80 500.00 486.80 Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule B (Stocks and Bonds) Item Description # 11 $1,000 Series EE U.S. Savings Bond - Serial # M70344531EE, Issued Apr-86 Accrued income on item 11 through date of death 12 $1,000 Series EE U.S. Savings Bond - Serial # M70344532EE, Issued Apr-86 Accrued income on item 12 through date of death 13 $1,000 Series EE U.S. Savings Bond - Serial # M70344533EE, Issued Apr-86 Accrued income on item 13 through date of death 14 $1,000 Series EE U.S. Savings Bond - Serial # M70344534EE, Issued Jun-88 Accrued income on item 14 through date of death 15 $1,000 Series EE U.S. Savings Bond - Serial # M70344535EE, Issued Jun-88 Accrued income on item 15 through date of death 16 $1,000 Series EE U.S. Savings Bond - Serial # M70344536EE, Issued Jun-88 Accrued income on item 16 through date of death 17 $1,000 Series EE U.S. Savings Bond - Serial # M70344537EE, Issued Jun-88 Accrued income on item 17 through date of death 18 $1,000 Series EE U.S. Savings Bond - Serial # M70344538EE, Issued Jun-88 Accrued income on item 18 through date of death 19 $1,000 Series EE U.S. Savings Bond - Serial # V70344523EE, Issued Jun-89 Accrued income on item 19 through date of death Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Item # Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death 20 $10,000 Series EE U.S. Savings Bond - Serial # X5253977EE, Issued Jan-90 Accrued income on item 20 through date of death 21 $10,000 Series EE U.S. Savings Bond - Serial # X5253978EE, Issued Jan-90 Accrued income on item 21 through date of death 22 $10,000 Series EE U.S. Savings Bond - Serial # X5253979EE, Issued Jan-90 Accrued income on item 22 through date of death 23 $10,000 Series EE U.S. Savings Bond - Serial # X5253980EE, Issued Jan-91 Accrued income on item 23 through date of death 24 $10,000 Series EE U.S. Savings Bond - Serial # X5253981EE, Issued Jan-91 Accrued income on item 24 through date of death 25 $10,000 Series EE U.S. Savings Bond - Serial # X5253982EE, Issued Jan-91 Accrued income on item 25 through date of death 26 $10,000 Series EE U.S. Savings Bond - Serial # X5253983EE, Issued Feb-92 Accrued income on item 26 through date of death 27 $10,000 Series EE U.S. Savings Bond - Serial # X5253984EE, Issued Oct-92 Accrued income on item 27 through date of death 28 $5,000 Series EE U.S. Savings Bond - Serial # V5338863EE, Issued Mar-86 5,000.00 4,584.00 5,000.00 4,584.00 5,000.00 4,584.00 5,000.00 4,032.00 5,000.00 4,032.00 5,000.00 4,032.00 5,000.00 3,516.00 5,000.00 3,024.00 2,500.00 Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule B (Stocks and Bonds) Item 1/ Description Unit Value at Date Value of Death 3,866.00 2,500.00 3,866.00 2,500.00 2,582.00 2,500.00 2,582.00 2,500.00 1,758.00 2,500.00 1,512.00 37.50 356.02 37.50 362.72 37.50 362.68 37.50 363.72 Accrued income on item 28 through date of death 29 $5,000 Series EE U.S. Savings Bond - Serial # V5338865EE, Issued Mar-86 Accrued income on item 29 through date of death 30 $1,000 Series EE U.S. Savings Bond - Serial # V5338861EE, Issued Jan-89 Accrued income on item 30 through date of death 31 $5,000 Series EE U.S. Savings Bond - Serial # V5338862EE, Issued Jan-89 Accrued income on item 31 through date of death 32 $5,000 Series EE U.S. Savings Bond - Serial # V5338860EE, Issued Feb-92 Accrued income on item 32 through date of death 33 $5,000 Series EE U.S. Savings Bond - Serial # V5338864EE, Issued Oct-92 Accrued income on item 33 through date of death 34 $50 Series E, U.S. Savings Bond - Serial # L56l092085E Accrued income on item 34 through date of death 35 $50 Series E U.S. Savings Bond - Serial # L5645l6604E 36 Accrued income on item 35 through date of death $50 Series E U.S. Savings Bond - Serial 1/ L564572852E, Issued Apr-62 Accrued income on item 36 through date of death $50 Series E U.S. Savings Bond - Sed all/ L566l80937E, Issued Jun-62 37 Accrued income on item 37 through date of death Estate of: Ramona L. Wise Sac Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule B (Stocks and Bonds) Item If Description Unit Value Value at Date of Death 38 $50 Series E U.S. Savings Bond - Serial # L580842l64E, 37.50 Issued Aug-62 Accrued income on item 38 through date of death 359.62 39 $50 Series E U.S. Savings Bond - Serial If L580974457E, 37.50 Issued Sep-62 Accrued income on item 39 through date of death 362.44 40 $50 Series E U.S. Savings Bond - Serial # L583086l00E, 37.50 Issued Nov-62 Accrued income on item 40 through date of death 362.46 41 $50 Series E U.S. Savings Bond - Seri al If L599038848E, 37.50 Issued Jan-63 Accrued income on item 41 through date of death 356.24 42 $50 Series E U.S. Savings Bond - Serial If L6053l6l89E, 37.50 Issued Feb-63 Accrued income on item 42 through date of death 360.06 43 $50 Series E U.S.Savings Bond - Serial If L60l82 7202E, 37.50 Issued Apr-63 Accrued income on item 43 through date of death 361.86 44 $50 Series E U.S.Savings Bond - Serial If L608720683E 37.50 Accrued income on item 44 through date of death 364.90 45 $50 Series E U.S. Savings Bond - Serial # L6096l4543E, 37.50 Issued Aug-63 Accrued income on item 45 through date of death 357.00 46 $50 Series E U.S. Savings Bond - Serial If L6l1103846E, 37.50 Issued Sep-63 Accrued income on item 46 through date of death 358.90 Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule B (Stocks and Bonds) Item # Description Unit Value Value at Date of Death 47 $50 Series E U.S. Savings Bond - Serial # L6l45l0l45E, 37.50 Issued Nov-63 Accrued income on item 47 through date of death 358.90 48 $50 Series E U.S. Savings Bond - Serial il L6l9093697E, 37.50 Issued Jan-64 Accrued income on item 48 through date of death 349.74 49 $50 Series E U.S. Savings Bond - Serial il L620429347E, 37.50 Issued Feb-64 Accrued income on item 49 through date of death 353.44 50 $50 Series E U.S. Savings Bond - Serial il L622007335E, 37.50 Issued Apr-64 Accrued income on item 50 through date of death 355.28 51 $50 Series E U.S. Savings Bond - Serial # L 623658550E 37.50 Issued Jun-64 Accrued income on item 51 through date of death 357.90 52 $50 Series E U.S. Savings Bond - Serial # L6308730l5E, 37.50 Issued Aug-64 Accrued income on item 52 through date of death 350.12 53 $50 Series E U.S. Savings Bond - Serial # L630993l31E, 37.50 Issued Sep-64 Accrued income on item 53 through date of death 351.94 54 $50 Series E U.S. Savings Bond - Serial # L 635846395E, 37.50 Issued Nov-64 Accrued income on item 54 through date of death 351.94 55 $50 Series E U.S. Savings Bond - Seri al il L635934449E, 37.50 Issued Jan-65 Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Item 1f Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death 56 Accrued income on item 55 through date of death $50 Series E U.S. Savings Bond - Serial 1f L645085294E, Issued Mar-65 Accrued income on item 56 through date of death $50 Series E U.S. Savings Bond - Serial 1f L646971237E, Issued Apr-65 Accrued income on item 57 through date of death $50 Series E U.S. Savings Bond - Serial # L650076899E, Issued Jun-65 57 58 Accrued income on item 58 through date of death 59 $5000 Series EE U.S. Savings Bond - Serial # V5338866EE, Issued Mar-86 Accrued income on item 59 through date of death 60 Federal Home Loan Bank 6.25% Bond - Dated 07/09/1999, Due 08/13/2004 Accrued income on item 60 through date of death 61 Federal Home Loan Bank, 6.005% Bond - Dated 05/14/1998, Due 05/14/2003 Accrued income on item 61 through date of death 62 Federal Home Loan Bank 6.465% Bond - Dated 09/24/1999, Due 03/24/2005 Accrued income on item 62 through date of death 63 Federal Home Loan Bank 6.28% Bond - Due 10/02/2001 but called for redemption 04/02/01 64 General Electric Capital Corporation 6.29% Bond - Dated 12/15/1996, Due 12/15/2001 Accrued income on item 64 through date of death 343.04 37.50 313.26 37.50 313.22 37.50 282.06 2,500.00 3,866.00 25,855.46 190.97 25,578.13 554.63 26,085.94 13.47 25,000.00 25,268.75 445.54 Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Item # Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death 65 US Treasury 25M par 5.625% DTD 2/15/1998 Due 2/15/2006 - Romona Wise TUA Accrued income on item 65 through date of death 66 Wells Fargo & Co. 6.625% Bond - Dated 07/28/1999, Due 07/15/2004 Accrued income on item 66 through date of death 25,968.74 155.39 25,915.63 331.25 310,906.86 REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN RESIDENT DECEDENT ESTATE OF Romona L. Wise FILE NUMBER 2001-00431 SSj! 172-01-9376 03/27/2001 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 Cash DESCRIPTION Cash found at Messiah Village VALUE AT DATE OF DEATH 40.03 2 Cash Miscellaneous cash among decedent's personal effects 1,456.11 3 Travelers checks - Miscellaneous travelers checks converted to cash 150.00 4 Conseco Senior Health Insurance Company - Refund of premium due on Policy # 432239 1,280.64 5 Howard S. Wise, Trust Under Agreement - Principal cash balance at date of death on Howard S. Wise TUA 38,056.23 6 M&T Bank Certificate of Deposit # - Burial reserve 7,513.78 7 M&T Bank Checking Account #523313674 - DOD value for Decedent's personal checking account 14,720.94 8 Quantum Imaging Associates - Reimbursement of overpayment of medical bill 1.71 9 Romona L. Wise TUA - Principal cash balance at date of death 72 , 731.18 Accrued income on item 9 through date of death 9 , 346 . 73 10 United States Treasury 300.00 Federal taxpayer relief - refund 11 Personal property - Miscellaneous personal property sold at auction 2,937.02 12 Penn Mutual Life Insurance Company - Annuity balance on the life of Otto Lundt (decedent's first husband) 2,562.57 13 24,858.11 Southwestern Life Insurance Company - Annuity Contract # 0006341590 14 FOR INFORMATION PURPOSES ONLY The Decedent was the income beneficiary of the Howard S. Wise Trust Under Agreement. An election was made on the PA 1500 filed for the Estate of Howard S. Wise to pay tax on Romona L. Wise's remainder interest. No additional tax is due at this time. See Revenue File No. 21-99-041. TOTAL (Also enter on line 5. Recapoulation) $ 175,955.05 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15G8 EX (Rev. 1-97) REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Romona L. Wise SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY SS4I 172-01-9376 03/27/2001 FILE NUMBER 2001-00431 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY %OF ITEM RELAW8~~~I~ t~b~~~5g~TT~~J~~~lfA1~E6F t~~NRSFEA. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH ACOPYOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) TOTAL (Also enter on line 7, Recapitulation) S 0.00 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV-1S" EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Romona L. \lise Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. SSII 172-01-9376 03/27/2001 FILE NUMBER 2001-00431 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Musselman Funeral Home - Funeral Expense 7,089.25 1. ADMINISTRATIVE COSTS, Personal Representative's Commissions Name of Personal Representative(s) M&T Investment Group Social Security Number(s) / EIN Number of Personal Representative(s) Street Address One West High Street City Carlisle State PA Zip 17013 21,000.00 Year(s) Commission Paid: 2. 3. Attorney's Fees Skarlatos & Zonarich, LLP Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 15,000.00 City Relationship of Claimant to Decedent State Zip 4. Register of \lills 346.00 Probate Fees 5. Accountant's Fees 6. 275.00 Tax Return Preparer's Fees 7. 1 Other Administrative Costs Account # 717 691-7499-145 94Y - Final telephone bill for decedent 11.97 2 Account # 717 691-7499-145 94Y - Final telephone bill 1.35 3 Alert Pharmacy Service, Inc - Dates of Svc. 3/21/01 & 3/26/01 28.00 4 M. Rutland - Appraisal and cleaning of jewelry 110.24 5 Messiah Village - Final nursing home expense 3,212.75 6 Paul D. Dalbey, DPM - podiatrist bill 63.58 Total of Continuation Schedule(s) 235.82 TOTAL (Also enter on line 9, Recapitulation) $ 47 I 373.96 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1~97) Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule H-B7 (Other Administrative Costs) Item II Description Amount 7 Pennsylvania State Employees' Retirement System - Reimbursement to PSERS from DOD until 3/30/01 73.47 8 The Cumberland Law Journal - Estate advertisement 75.00 9 The Sentinel - Estate Advertisement 87.35 235.82 REV~ 1512 EX + (1~97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX. RETURN RESIDENT DECEDENT ESTATE OF Romona L. Wise SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSfj 172-01-9376 03/27/2001 FILE NUMBER 2001-00431 Include unreimbursed medical expenses. ITEM NUMBER 1 DESCRIPTION Internists of Central PA - Medical expense, Date of service 03/26/01 AMOUNT 36.42 2 M&T Investment Group - Reimburse TUA Romona L. Wise for trustee fee 4/13/01 360.47 3 Messiah Village - Bill for dry cleaning 4.10 TOTAL (Also enter on line 10, Recapitulation) $ 400.99 (If more space is needed, insert additional sheets of the same size) CopyrIght (c) 1996form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX +(9~OO) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Romona L. Wise SSlf 172-01-9376 03/27/2001 FILE NUMBER 2001-00431 RELATIONSHIP TO DECEDENT AMOUNT O_R SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [Include outright spousal dIstrIbutions, and transfers under Sec. 9116(aX1.2)] 1 Susan Lehmer Foster 747 S. 6th Street Indiana, PA 15701 Niece 1/6 Estate Residue 2 Jane Lehmer 851 N. Diamond Street York, PA 17404 Other 1/6 Estate Residue 3 Robert Clayton Lehmer 138 Ridgeview Circle G1enshaw, PA 15116 Nephew 1/6 Estate Residue 4 Joseph Danza Ronemus 410 Chestnut Street Camp Hill, PA 17011 Grand Nephew 1/6 Estate Residue 5 Robin Margaret Shuler 545 Shuler Road Shermans Dale, PA 17090 Grand Niece 1/6 Estate Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Messiah Village - Distribution of 1/6 estate residue to charitable beneficiary 100 Mt. Allen Drive, Mechanicsburg, PA 17055 Stevens Memorial United Methodist Church 113 S. 13th Street Harrisburg, PA 17104 2,000.00 95,973.78 2 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) Copyright (el 2000 form software only The Lackner Group, Inc. 97,973.78 Form REV-1513 EX (Rev. 9-00) Estate of: Romona L. Wise Soc Sec #: 172-01-9376 Date of Death: 03/27/2001 Continuation of Schedule J, Part I (Taxable Bequests) Item II Name and Address of Beneficiary Relationship Amount or Share of Estate Shermans Dale, PA 17090-8757 6 Gerald H. Wise 772 Worthington Road Wayne, PA 19087 Stepchild 1,000.00