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Home My WebLink About01-0651Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of _ Edna C. Goldstein No. ~~~~ `~ also known as ,Deceased Social Security No. 174-05-1053 SYLVIA DALLAS and PATRICIA BOLDOSSER Petitioners, who are 1 B years of age or older, apply for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the Decedent, dated March 19. 1996 and codicil(s) dated NONE State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: NO EXCEPTIONS B. Grant of Letters of Administration (d.b.n.c.t.a.: Oendente lice; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 768 West South Street. Borough of Carlisle, PA 17013 (list street, number and municipality) Decedent, then _~~ years of age, died June 29 , 2001, at Carlisle Regional Medical Center, Borough of Carlisle- PA (Location) Decedent at death owned property with estimated values as follows: f,lf domiciled in PA) All personal property ............................................................................ S 1.500.000.00 Ilf not domiciled in PA) Personal property in Pennsylvania .......................................................... S Ilf not domiciled in PA) Personal property in County .................................................................. $ 'Value of real estate in Pennsylvania .......................................................................................................... S 200.000.00 Total ................................................................................................... S 1.700.000.00 Real Estate situated as follows: 768 West South Street. Borough of Carlisle. PA Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: y ,. S gn r i atu e Typed or printed name and residence tt ti ) 4L- , ~ ~ / y C-~~C Sylvia Dallas, 4937 Carlisle Pike, Mechanicsburg, PA 170055 ~` L~`~ ~ Patricia Boldosser, 904 Gobin Drive, Carlisle, PA 17013 Form RW-1 Page 1 of 2 (Dauphin County) -Rev. 9/92 393443.1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative Commonwealth of Pennsylvania County Of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the es~ate according law. Sworn to and affirmed and subscribed before me this 6th day of July 20 01 Mary Q%Lewis, No. r~ 21-2001-651 ~- Estate of Enda C. Goldstein Deceased Social Security No: 174-05-1.053 _ Date of Death: June 29 , 2001 AND NOW, July 10th.. , 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ®Testamentary ^ of Administration d.b.n.c.t.; pendente lice; durante absentia; durante minoritate are hereby granted to Sylvia Dallas and Patricia Boldosser in the above estate and that the instrument(s) dated March 19,1996 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........................... $ 865.00.., Short Certificatels)...... 5„ g 15.00 Renunciation .................. $ Affidavit ( ) ................. S Extra Pages 1 5 )............ $ 15.00 Codicil .......................... S JCP Fee ........................ $ 5.00 Inventory ....................... 5 Other ............................ $ TOTAL ................ $ 900.00 of Wills Attorney: Manley A. Smith I.D. No: 33782 Address: Rhoads & Sinon LLP. PO Box 1 146 1 South Market Square Harrisburg PA 17108-1 146 Telephone: _717-233-5731 Form RW-1 Page 2 Of 2 (Dauphin Countyl -Rev. 9/92 105.805 REV 7/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Re€;istrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 7402724 No. 21-2001-651 Local Registrar JUL 2 ''' 2001 Date N,os.,wR«. LB7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NT NT m :~ NAME OF DECEDENT IFno. Meads. fool SEK SOCIAL SECVRITY NUMBER GATE OF OEAtN,MOran. Day.'hrl I ,. ,. ]. 174 - 05 - 1053 •. June 29, 2001 AGE lUtl B+aroayl UNDER 1 YEM WNDER 1 DAY DATE OF BIRTH BURHPIACE lCM ono (Check oNy rN~e-+aa ~nmuclcrn m oaw so•1 MgNU r Days ilOlas r MNNw IM~.OM~'karl SMNdFpegn (.OWah HOSPITAL DTMER' May 24,1911 Carlisle, PA 90 Y InpalkwN ® ERIOuIpNisM G DDA ^ I/ ^ ReaaMnp ~ ;5° Knl ^ rs. I ,. 7, M. CEDENT OF NISMNIC Oi11GIN7 MACE • Amw¢an kgian, Bock, NTa•. Nc. E • COUNTY OF OERN CRY. BORO. TWP OF DEATH FACM.fTY NAME III np ~no/Ia~an. ¢.~s AreN ono nlanoar, NMS D-- I yy I (Saerly) NoAJ `AS^Nysa, aOenry CuWn . Carlisle rlisle Regional Medical Center ; e1I°"•^tl"°i"~'•"a • Cumberland White ~ ,,. DECEDENT'S USUAL OCCUPATNJi1 KIND OF BUSINESSANOUSTRY VNS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS-Martial SURVIVING SPOUSE IGne key d.vkoma W~~+g9 moo U.S.ARMED FORTI CyyESt Nsyx~Widowed. Ip •N•. grvs nuadan narrMl ENnNntaryvSN.dWery Coaege W wxkinq,N; Oo nq use rexW l ^ ' . Ysa No L 7 . ,,, Secretary ,,,~.aw Office „• ,,, 'P12' "'°'6" 2 ,a. Widowed ,.. DECEDENT'S MAlLINO ADDRESS 15o-M.CM/io+^•~••Z4 Cooa1 DECEDENT'S Oac.Owa N.~Oin ,7a ^Na PA 768 West South St. . . n.p ~~K Es°o~NCE ,T.. sIN. Carlisle, PA 17013 ~a~ Cumberland '°"ninp7 ,,, ~, ~N"~ N Car 'sl ,,, . ITh. FA711ER'S NAME 1~ tl. Miadla. LNN MOTHER'S NAME iF+A. MAds. MaaNn Swnxrlsl „- Thomas A. Adams ,,. Ella La NtFORMANT'S NAME TyPxPr+Ki I NFORMANT'S MAN.INOADDRESS ISOeaI. CMy/bwn. SIaM. Zw Cooel 2,. Bea rice Willi ~• METHOD OF aSPOSITgN DATE OF DISP0,41TgN PLACE OF aSPOSRNJII • Nams arMery. Crematory L . Sltla, q Coo eanx^ cr.mtllan® RMlovalbxnSl.l.^ lMdah.OSyyexl oranxwa. Yorktowne Caskets Dx.uan^ ahxlso•cM ~ July 2 / 2001 I i York, PA . „ I,h. nc-Cr :,e. RE FU LSERVIC ENS CTI SUCH LICENSE NUMBER NAME AND ADDRESS OF FACKATY Hoffman-Roth Funeral Home ; - 219 North Hanover St • ~ ,~ 2„• ~. . • esma 2]a-can wMn M~^9 d my k , of h ouurrW al IM tmu, oxe an0 wle0. /~ LICENSE NUMBER DALE SIGNED PN /•Kl•n O MI avallaxe N tFna N aaam Nl Q.iar•N. DaY 5bar1 /L • ara7 Taal "' ' ' wndr taw.dd..m. r 7 `~ `1 ` !y 2]!. Menu 242! rrwY W axrKllNea kY NAE OF DEATH DATE PRONOUN ED DEAD IMOnN, Day. Teaq VMS CASE REFER RED 70 ME AL E%AMINEfVCORONERT (I1-~ P•nan w!n arorlauncaa Maul. `~' Y Ne1i.L 1e, M. ri. ri. • 27. NIIT 1: EnIM IM diwasaa, inryrkn p corrlDecHOrla whk:h nvsad IM Malh. Do rot eMx IM nbM N o1'mE, loch as cardac ar rs lory arraal. ahOCk x Marl laVUrs. ~ APPraaimaN n esN kns n L' a PART q: Olhx fipnilkxN NrMkioM coNMMk', W MaM. Iwl nd muKin9 inMINWr//b19Gw Perin PART 1. y orr cauw o aN a . ~onM anE Oaalh NaYED1AT! CAUSE (F+MI / ; 2~ l ~~ ~ ~ ~ '~ S ~•J`k/• r ,HA Ngn C ~~y A.ro~;c ~i 1wo 1 c _ o a. r D 70108 AS A CONSEQUENCE OF} ' ` ~ ~~~( S.rlnarlNaeyw conaKidn K xryt kk10k1q p eMledele e. DUE 10108 AS A CONSEQUENCE Oil: ~ . ulr. ERIN URDEN1lYING r • CAUSE {Oaaaaax awry tw klArao aywva c. OUE TO (Oil ASACONSEOUENCE OF): -..._- 1 rsalNrq n oealnl LAST • a. YMS AN AUTOPSY WERE AUTOPSY FINdNOS MANNER Oi DEATH GATE OFINJURY TIME OF INJURY INJURY Ai NORKT DESCRIBE HOWINIURY OCCURRED. PERFORMEOt ANLII,ABLE PRN7i1 W IMmm. Day, Nxl COMPLETN7N OF CAUSE ^ OF DEATNT 1lalwtl ~ Homk:ida Y ^ N ^ AKidenl ^ PendirgbMaligatbn ^ o N , ^ ~ y ^ p,a ~ $oiciM ^ CoulO not W MMrmavd ^ PUCE OF INJURY - AI Ilorrle, farm, aVesl. factory, oMks LOCATNJN (Skew. Cey/bwn. $Ixe1 ~ ~ oltldirl,. Ne.ISOedvl Iar ris. ri. ]o•. CERTIFIER ICneck arMY anal SIGNATURE TITLE Of FIER 'CERTIFYNG PMYSiCU1N IPhyscian<enayaq Calmddeam when andhw dWSCan haspakfunced Mam ana compNetl awn 271 ~.Q~1 10 Uu Iretl of m1 krgwNd,s, MaM oeourtM dwe to Urs eausalal and manner as aUtM ..................................................... (~ ]tk. l LICENSEMVMBER ~[-f _ GATE SIGNEDIM nw. Day, lead 2~ ~ ~~ Z ~ •-RONDUNCING AND CERTIFYING/NYSICIAMIPnyxan pwh;,arrounc~rg oealn andcMdyxg l0 cwrsed aeam ^ arw due to the uuwl•l and mannar,a NNw .......................... anw and Plac• m eeew.W at Ihs an. l e M t l , w d T ]le. /r D~ ( L ]ld. J - .. , , now , , M esa o my a a k NAME AND AODfiE35 OF PERSON WNO COMPLETED CAUSE OF DEA7 / - Qlertl271 Typa a Print • 'MEDICAL ExAMINER/CORONER Steven L. Hatleberg 7MD On the Duis of eaminatlon ant/or inveatlgation, in my opinion, death occurred N the Ilene, dab, and place, arM aue to the cauae(a) and ^ m.nneraaatat.d .................................................................................................. ~MC,850 Walnut Bottom Rd.,Carlisle,PA 17013 ],.. REGISTRAR'S SIGNATURE AND NUMBE ~. ~~~ GATE FILEDIManIh. Day, TeNI/' /l~ LAST WILL AND TESTAMENT OF EDNA C. GOLDSTEIN BE IT REMEMBERED, that I, EDNA C. GOLDSTEIN, of 768 West South Street, Carlisle, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore by me made. FIRST; I direct that my debts and the expenses of my last illness and funeral bills be paid by my Executrices as soon after my decease as may be convenient. SECOND: I direct estate the cost of the burial plot in which I the same not have been and also to pay the co plaque. that my Executrices to pay out of my perpetual care and maintenance of the shall be buried, should arrangements for concluded and paid for prior to my death; st of an appropriate tombstone and memorial THIRD: I give and bequeath all of my personal effects, household furnishings, and any automobiles which I may own together with any policies of insurance pertaining thereto, to my C~ ~ ` nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares, absolutely. Should either of my nieces, SYLVIA DALLAS or PATRICIA BOLDOSSER, predecease me, this bequest and devise shall lapse, and I give and bequeath the same to the survivor of them, absolutely. FOURTH: All the rest, residue and remainder of my estate, real and personal and wheresoever situate, I give, devise, and bequeath to my nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares, absolutely. In the event that either of my nieces, SYLVIA DALLAS or PATRICIA BOLDOSSER, predecease me, the bequest a:nd devise to such deceased niece shall pass to her issue, per stirpes; but if there be no such issue, then to the survivor of my said nieces, or if she is deceased, to her issue, per stirpes. FIFTH: I direct that all legacies and all shares and interests in my estate, whether principal or income, while in the hands of my Executrices, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any legatee or beneficiary, and shall not be subject to pledge, assignment or conveyance. SIXTH: I direct that all estate, inheritance and succession taxes shall be paid out of the principal of my residuary estate, so that all life insurance proceeds, legacies, devises and other gifts of principal and income made by this, my Will, or by any ~ ~. ~r Codicil hereto, shall be free and clear thereof. In the absolute discretion of my Executrices, they may pay such taxes immediately or may postpone the time of payment of taxes on future or remainder interest until possession thereof accrues to the beneficiaries. SEVENTH: I direct that my Executrices and their successors, in addition to and not in limitation of any authority given to them by Law, shall have the following powers: A. For the payment of debts or for any purpose of administration or distribution, to sell, mortgage, lease, alter, improve, partition, and exchange all or any of my real estate, and to sell the same at public or private sale for such prices and upon such terms as to cash and credit as they may deem best, or upon the reservation of ground rents, and the said ground rents in turn to extinguish and assign, and to grant and convey good and sufficient title, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. This power shall not be construed to work a conversion of the real estate unless and until the power is actually exercised. ~' ~j. B. To retain all stocks, bonds, and investments owned by me, and to invest and reinvest in other stocks, bonds and investments, without being confined to what are known as "legal investments", and to sell and transfer the same, whether in person or by attorney, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. C. To borrow such sums of money as may be required for the purposes of the estate and to secure the loan by a pledge of all or any part of the estate property or mortgage, and to execute an accompanying bond authorizing the confession of judgment, and plain or collateral notes, or other evidences of indebtedness. Persons or corporations advancing money to the Executrices need not inquire into the necessity, expediency or propriety of such a loan, nor see to the application of the money advanced. EIGHTH: I appoint the parents or surviving parent guardians or guardian of any property which passes to a minor, and with respect to which I am authorized to appoint guardians and have not otherwise specifically done so. Such guardians or guardian ~. ~;a E CERTIFICATE OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Edna C. Goldstein Date of Death: June 29, 2001 ~Uill No. 651 of 2001 Adm. No. 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 July 12, 2001. Name Address Mrs. Patricia Boldosser 904 Gobin Street, Carlisle, PA 17013 Mrs. Sylvia Dallas 4937 Carlisle Pike, Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(~xcept Date: u i Z , 2001 Signature: ~ `~ ~ Name: Smith S le .~ Address: Rhoads & Sinon LLP 1 South Market Square,. 12`" Floor PO Box 1146 Harrisburg, PA 17108-1146 Telephone: (717) 233-5731 Capacity: Personal Representative X Counsel for Personal Representative 393721.1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 7 7128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 000325 SMITH STANLEY A P O BOX 1 146 HARRISBURG, PA 17108-1146 fold ESTATE INFORMATION: ssN: ~~4-05-7053 FILE NUMBER: 21-2001- 0651 DECEDENT NAME: GOLDSTEIN ENDA C DATE OF PAYMENT: 09/28/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 06/29/2001 REMARKS: STANLEY A SMITH CHECK# 29 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ $ 240, 000, 00 TOTAL AMOUNT PAID: INITIALS: AC SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS 5240,000.00 REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Edna C. Goldstein No. 21-2001-0651 also known as Date of Death June 29, 2001 Deceased Social Security No. 174-05-1053 Svlvia Dallas and Patricia Boldosser Personal Representatives of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. verfy that the statements made in this Inventory are true and correct. We understand that false statements herein are. rn~tie~cct~the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: ~ Sta .Smith, Esquire I.D. No.: 782 Address: Rhoads & Sinon LLP, P.O. Box 1 146 Harrisburg, PA 1 71 08-1 1 46 Telephone: (717- 233-5731 Pers nal epresentativ s ~Sylv~~~ ~- ~ S atricia Bol~d'~os~ser Dated: //~,J-~~~. %~~ ~ZJ~ Form RW-7 (Dauphin County • Rev. 9/921 416343.1 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. No. of Shares 3,000 90 750 9„000 Par Value 10,000 212.3 Edna C. Goldstein Estate Inventory Valued as of Date of De ath Cash ~ Cash Equivalents M & T Bank Checking Acct. #414859 ~ Freedom Cash Management Fund, Tucker Anthony Acct. #DSH-007817 Total Cash 8~ Cash Equivalents Stocks General Elec Co Common New York Stock Excha $ Goodyear Tire & Rubr Co Common New York Stock Excha Intertan Inc Common New York Stock Excha Radioshack Corp Common New York Stock Excha Total Stocks Bonds, Debentures & T-Bills West Chester PA Area Mun Auth WTR REV B OTC $ Interest at Date of Death Total Bonds, Debentures & T-Bills Miscellaneous Capital Blue Cross, refund of unused premium ~ 21,701.77 22,029.12 149, 355.00 2,551.50 9, 937.50 272,520.00 10, 350.10 140.56 212.30 43,730.89 434,364.00 10,490.66 Page 1 (1) Estate Inventory Miscellaneous 82.06 Combined Insurance Company Refund of unused premium $ 82.06 3.68 Comcast Cable Refund 3.68 Hyman and Edna Goldstein Charitable Remainder Annuity Trust - prorated interest due decedent as life tenant 1,266.17 PA Department of Revenue, refund due, decedent's final PA 40 131.00 346 Pennsylvania General Insurance Company, return of homeowner's premium 346.00 Southern Progress, refund for unused magazine subscription 18.33 300 U.S. Treasury Tax rebate check 300.00 5,495 Household and personal articles 5,495.00 41.8 Union Fidelity Insurance Company, refund of unused premium, Medicare Supplement policy 41.80 32.12 Union Fidelity Life Insurance Company Refund of unused premium 32.12 US Treasury, refund due on decedent's final 1040 8,412.00 Total Miscellaneous Real Property 195,000 Residence, 768 West South Street, Carlisle, PA, more particularly described in Deed dated May 6, 1968, and recorded in the Cumberland Co. Recorder of Deeds' Office at Bk. T22, P. 461, et seq. ~ 195,000.00 $ 16,340.46 Page 2 (2) Estate Inventory Real Property Total Real Property No. of Shares Mutual Funds 11,782.645 AIM Equity Fds Inc Blue Chip C1 B Mutual Funds, Money 7,666.771 AIM Equity Fds Inc Charter Fd C1 B Mutual Funds, Money 942.912 AIM Equity Fds Inc Constelln C1 B Mutual Funds, Money 27 First Trust Insured Mun. Bonds Multi St Ut 179PA 45S Interest at Date of Death 50 First Trust Insured Mun. Bonds Multi ST UT 259 PA 70 S Interest at Date of Death 33 First Trust Insured Mun. Bds Multi ST UT 267PA 73S Interest at Date of Death 70 Insured Mun Income UT Ser 314 M OTC Dividend at Date of Death 50 Insured Municipals Income TR UT Ser 354 M OTC Dividend at Date of Death 262 Nuveen Tax Exempt Unit TR PA UT SER 174 M Dividend at Date of Death $ 195,000.00 $ 152, 703.08 95,681.30 22,026.42 25,989.39 988.74 50,593.00 1,479.50 33, 577.50 957.99 68,231.80 245.00 51,547.00 192.50 25, 964.20 273.87 Page 3 C3) Estate Inventory No. of Shares Mutual Funds 193 Nuveen Tax Exempt Unit TR PA UT SER 186 M OTC Dividend at Date of Death 228 Nuveen Tax Free UT TR INSD PA UT SER 231 Dividend at Date of Death 435 Nuveen Tax Free Unit TR PA UT SER 237 M OTC Dividend at Date of Death 2,769.969 Nuveen Invt Tr Grth&Inc Stk B 3,026.078 Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money 100 Pennsylvania Insured Municipals Income TR UT SER 133S Dividend at Date of Death 15 Pennsylvania Insured Municipals Income TR UT SER 1525 Dividend at Date of Death 15 Pennsylvania Insured Municipals Income TR UT SER 157MP Dividend at Date of Death 7 Pennsylvania Insured Municipals Income TR UT SER 169S Dividend at Date of Death 20 Pennsylvania Insured Municipals Income TR UT SER $ 20,008.31 106.44 21,721.56 104.40 41,151.00 195.88 67,088.65 100,738.14 11, 587.50 331.00 10,115.63 481.05 8,908.59 141.75 7,016.66 271.81 16,279.20 Page 4 (4) Estate Inventory No. of Shares Mutual Funds is Dividend at Date of Death 651.00 31 Pennsylvania Insured Municipals Income TR UT SER 17 7 M 30,650.94 Dividend at Date of Death 428.42 35 Pennsylvania Insured Municipals Income TR UT SER 18 OM 34,040.65 Dividend at Date of Death 466.55 15 Pennsylvania Insured Municipals Income TR UT SER 18 7 M 15, 588.60 Dividend at Date of Death 57.15 40 Pennsylvania Insured Municipals Income TR UT SER 18 9M 42,061.60 Dividend at Date of Death 154.80 25 Pennsylvania Insured Municipals Income TR UT SER 2 0 4 M 25,494.75 Dividend at Date of Death 91.25 20 Pennsylvania Insured Municipals Income TR UT SER 2 I I M 19, 716.00 Dividend at Date of Death 69.00 48 Pennsylvania Insured Municipals Income TR UT SER 217 M 49, 839.36 Dividend at Date of Death 178.56 10 Pennsylvania Insured Municipals Income TR UT SER 2 2 OM 10,143.00 Page 5 (5) Estate Inventory No. of Shares Mutual Funds Dividend at Date of Death 100 Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC Dividend at Date of Death 5 Pennsylvania Insured Municipals Income TR UT SER 81 S Dividend at Date of Death 5 Pennsylvania Insured Municipals Income TR UT SER 84S Dividend at Date of Death 20 Pennsylvania Insured Municipals Income TR UT SER 89S Dividend at Date of Death 6 Pennsylvania Insured Municipals Income TR UT SER 99M Dividend at Date of Death 5 Pennsylvania Insured Municipals Income TR UT SER 99S Dividend at Date of Death 1,819 Voyageur Mut Fds Iii Inc Aggrssve Gwth B Mutual Funds, Money Total Mutuai Funds Total Inventory 37.00 28, 708.00 392.00 557.10 21.15 1,493.45 54.00 3,209.40 113.60 1,014.75 14.04 845.63 28.45 43, 528.67 $ 1,146,347.73 $ 1,846,273.74 Page 6 (6} COMMONWEALTH OF PENNSYLVANIA DEPARTMEN'i OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1 7 7 28-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT N0. CD 001005 DUPLICATE RHOADS AND SINON ATTYS 1 S MARKET SQUARE 12TH FLOOR HARRISBURG, PA 17101 fold ESTATE INFORMATION: SsN: 174-05-7053 FILE NUMBER: 2101-0651 DECEDENT NAME: GOLDSTEIN EDNA C DATE OF PAYMENT: 03/27/2002 POSTMARK DATE: 00/00/0000 couNTY: CUMBERLAND DATE OF DEATH: 06/29/2001 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 517,239.56 TOTAL AMOUNT PAID: REMARKS: RHOADS AND SINON ATTYS CHECK# 333-17854 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REV-1162 EX(11-96) 517,239.56 REGISTER OF WILLS REGISTER OF WILLS shall have the power to use principal as well as income from time to time, for the minor's support and welfare. In addition, the said guardians or guardian shall have the same powers granted my Executrices under this Will. I direct that the guardians or guardian shall not be required to enter security in any jurisdiction in which they or he or she may act. NINTH: I appoint my nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, Co-Executrices of this, my Will. In the event either of my nieces is unable to serve then the other shall be sole executrix. IN WITNESS WHEREOF, I have signed and published this my Last Will and Testament in the presence of the Subscribing U~. Witnesses, this ~~ day of March, 1996, declaring it to be my true will and testamentary wishes. Consisting of Six (6) pages in all. ~ ~ s Edna C. oldstein We, the subscribing witnesses certify that the Testatrix signed this Will in our presence after reading the same and declaring it to be her Last Will and Testament. We, further certify that the Testatrix was of sound and disposing mind and memory and under no on tra' t or undue influence. .-.~-- Witness• ADDRESS: One West High Street Edw rd W. Harker, Esquire Carlisle, PA 17013 ,, ..~ ,r Witness: ,,.~..~.~...~~ ~~- U_~L~-~ctir_,..r. ADDRESS: 5~~;t__ zt, .~~~;~.-c~Lcrc~ ~-c~: ACKNOWLEDGMENT TO LAST WILL AND TESTAMENT OF EDNA C. GOLDSTEIN COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF CUMBERLAND ) I, Edna C. Goldstein, Testatrix, whose name is signed to the within Last Will dated this ~~ ~ day of March, 1996, having been duly qualified according to law, do hereby acknowledge that I signed it willingly as my free and voluntary act for the purpose therein expressed. ~~ ,,pp ~ ~,t,rl Edna C. Goldstein ~(~ ~- Sworn to and acknowledged before me by Edna C. Goldstein this day NOTARIAL SEAL r, ~,~~~5 MICHELLE D. RIBBON, NOTARY PUBLIC ~ ~:.~ ~'~ MY COMMIS~S ON EXPIRES M~ARCHD14~1998 Not a y Pub 1 i c AFFIDAVIT OF WITNESSES COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF CUMBERLAND ) We, Edward W. Harker, Esquire, and ~a ~~~~~`~i~',~the witnesses whose names are signed to the Last Will of Edna C. Goldstein, dated March 1996, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years f age,.. f sound mind and under no constraint or undue influen w .~ ~. Edw d W. Harker, Esquire A Sworn to and subscribed before me by Edward W. Harker, Esquire andgea~`;ec 4s, ~~;~,~, witnesses this 19 ~` day of March 996. v Nota y Public ~..,~ NDTARUI sEAL MICHELLE D. RIS80N, NOTARY PUBIIC CARLISLE BOROUGH. GUMBERLAND CO.. PA MY COMMISSION EXPIRES MARCH 14, 1998 ~, N° s.~~~.. Post Office Box 4284 Glen Allen, Virginia 23058-4284 N0.333-17854 ACCOUNT NUMBER DESCRIPTION AMOUNT ., ,,.~ ~.. 3751-45 4-1 03/21/02 x33317854 REGISTE OF WILLS ,11 ]•NT ~. ~. ~ !.r LZ Leff=i Z0. STATE OF EDI~A, ,GOLDSTEIN, 17 , 239 . 5E+ OTAL '' 17 , 239.5£+ ~ 0000 544314 (250/pkg Rev 06) Accounts carried by First Clearing Corporation, Member NYSE and SIPC Your File No.: 00651 of 2001 VL4 HAND DELIVERY Mary C. Lewis, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Dear Ms. Lewis: Enclosed are the following in connection with the above-captioned Estate: :OUNSEL W. BROADS .. DOWLING 'TIRED ' A. SINON H. BROADS D7-1984 MUSSELMAN 19-1980 HENDERSHOT 22-1980 DIAL NO. 231-6677 PLEASE DETACH BEFORE DEPOSITING 49/02 (1) Pennsylvania Inheritance Tax Return, in duplicate, showing a balance of tax due in the sum of $17,239.56. (2) Check in the sum of $17,239.56 in payment of tax due. (3) Inventory. (4) Copy of the U.S. Estate Tax Return for the Estate. (5) Check in the amount of $43 in payment of your filing fee. (6) A copy of this letter, with first page of Return attached to be time stamped and returned to our messenger. Very truly yours, BROADS & SnvON LLP ~l ~~~~ `^' 1' l~v R. Durham ~~~"~'L~' Assistant YRD/cjw Enclosures i. ~: ~=; ~. L? 11JI}1 7.Q. cc: Sylvia Dallas Patricia Boldosser 5 a~~ 424270.1 YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DIXIE HWY, BOCA BATON, FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 C= REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE nn 11 II I ~.P ~Y ^i cZ. ~ ~-/ DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17126-0601 RESIDENT DECEDENT zl 2001 o6s1 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Goldstein Edna C 174-05-1053 DECE- DENT DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-NEAR) .THIS RETURN MUST BE FILED IN DUPLICATE 06/29/2001 05/24/1911 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK 1. Ori final Return 2. Su lemental Return 9 PP (date of death prior to 12-13-82) APPRO- 4. Umhed Estate 4a. Futwa interest Compromise date of death otter 12-tz-ez) 5. Federal Estate Tax Return Requ'ved 6 PRIATE 6. Decedent Dled Tsatate 7. acedsnt Maintairnd a Living Trust 0 8. Total Number of Safe De OSR BOxeS IAttach copy of WIII) 1Atlech a copy of TrusO P BLOCKS under Sec. etl3(A) g, Litigation Proceeds Received 10. 5231 a9Pandr ly CrBS,l(dateof death between ~ 11. E(A ~ih 9 , ch O FHt& S~C'CI~7N: AaUSF a~~s'~NIpLEtAkl~ CSPHR~ Jk Ctk1~7C~Yl'IAi. TAJFUYltORMItTTdK ~I~f B~.DIREC`T"~p TO' NAME COMPLETE MAILING ADDRESS COB- Stanley A. Smith, Es ire One South Market Square, P.O. SOx 1146 RE- SPON FIRM NAME (IT Applicable) Harrisburg, PA 1710 8-1146 DENT BROADS & SINON LLP TELEPHONE NUMBER 717-233-5731 ii ~ OFFICIAL USE ONLY 1. Real Estate (Schedule A) (/) 195, OOOAM O 2. Stocks and Bonds (Schedule B) (2) 1, 591, 2022.39 tv 3. Closely Held COrpontlon,Pariner3hipor Sala-Proprletorahip (3) 0'.00 4. Mortgages 8 Notes Receivable (Schedule D) (4) Q, 00 „ 5. Cash, Bank Deposits 8 Miscellaneous Personal ~,: Property (Schedule E) (5) 60, 071.35 ~~ 6. Jointly Owned Property (Schedule F) _ Separate Billing Requested (6) 0.00 _ -" RECA- ~'' ~, PITULA- 7. Inter-Vivos Transfers 8 Miscellaneous TION Non-Probate Property (Schedule G or L) (7) 236, 905.67 8. Total Gross Assets (total Unes 1-7) (8) 2, 083, 179.41 9. Funeral Expenses 8 Administrative Costs (senadule rp (9) 111, 557.41 1 O. Debts of Decedent, Mortgage LIabIlHles, 8 Liana (Sehedule I) (10) 34 , 4 77.92 11. Total Deductions (total Lines 98 10) (11) 146, 035.33 12. Net Value of Estate (Una 8 minus Une 11) (12) 1, 937, 144.08 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election m tax (13) 136 , 603.17 has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Une 13) (14) 1.800.540.91 TAX COMPU- TATION SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 10 taxable et the apoueal tax tale, Or lrfln9ter3 Under $eO. glla (fl][1.'1) Q.00 x,Q QO (15) Q. QO 16. Amount of Line t4 taxable et lineal tale 0.00 x.0 0.04$ (16) 0. 00 17. Amount of Lina lO taxebleet sibling tab 7,000.00 x.12 (17) 840. 00 18. Amount o/Line 141axeblsatcollatmal rata 1,793,540.91 x.15 (18) 269,031. 14 19. Tax Due (19) 269, 871. 14 ?t). Q GFiECK MERE IAt t$EG~1t~T A fiEF~MD'I5F:1~F"~,0.17Y1H~k'E: 0 PA15tX11 NTF 29]55 Copyright 20000rsatland/Nalco LP-Forms Software Only PA REV-7500 EX (6-00) (3) Decedent's Com late Address: STREET ADDRESS 768 West South Street Cumberland CITY STATE 21P Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credils/Payments A. Spousal Poverty Credh B. Prior payments C. Discount O.OD 240,000.00 12,631.58 (~) 269,871.14 3. InteresVPenahy H applicable Total Credits (A + H + C) (~) p, Interest 0.00 E. Penalty 0.00 Total lnteresVPenahy (D + E) 4. If Une 2 is greater than Une t + Line 3, enter the differentt. This is the OVERPAYMENT. Cheek box on Page 1 Line 20 to request a refund 5. If Une 1 +Une 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Une 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGEN Page 2 0. (4) 0.00 (5) 17,239.56 (SA) 0 . 0 0 (5B) 17, 239.56 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE E t. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferted : ...................................... . b. retain the right to designate who shall use the property translerted or its income : ................ . c. retain a reversionary interest; or .................................... . .................. . d. receive the promise for life of either payments, benefits or care? ............................. . 2. It death occurted after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration7 ................................................... ~ B 3. Did decedent own an "in trust ta" or payable upon death bank account or security at his a her death? .. . 4. Did decedent own an Individual Retirement Aaount, annuity, or other non-probate property which contains a beneficiary designation7 ........................................................ Q IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. that antl statements, and m the best of my presentative is based on information of SIG TUOFPE SO `fI~S~OtI(S~BX.EFARFJ;IN~ RETU,RJ~ S~.i D0T3/19/2002 Rhoads & Sinon LLP, P.O.BOx 1146 Harrisburg, PA 17108 For datae of duthon or after July 1, 1880 and before January t, 1885, the tea rate Imposed on the net value of irenafsn to or for the uaa of the furviving spouse Ic 3% ITZ Ps. s e/ le la) (1.1) p)Y For dates of death on or otter January 1, 1s8S, the laa rate b Imposed on the net value of tranafen to or for the use of the avvivin9 sPOUVa la o%IT2 Ps. a e t to (a) (r. t) pq]. The statute does not evemot a transfer t0 a aufviving spouse from tea, and iha atalutory rsqulrements for dls<losure of aswte and flling a tea return era still eppllcaDle even if the surviving spouse Is the only penaflclery, Far dales of death on or after July 1, 2000: Tha to rats imposed on the rnl value of transfers from a deceased ehlld twenty-one years of age or younger el death to a for the uaa of a natural Avant, an adoptlva psrent, or a stappsrent of the chhd la 0%IT2 P.S. ag115(aH1.2)]. The tea tale Imposed on the net value of transfers to Or for the use of the decedsnl'e IInW bsrnfl0lvlas Is 1.5%, except es noted In ]2.P.3. a s119(1.2)1T2 P.S. a 811d(eM 1)]. The tae rate Imposed on Iha net value of tranefen t0 Or for the use of the decedent's sibl{nga is 12% [72 P.S. ist tetegl.3)]. A aibling le dalirnd, under Sactlon 8102, as en Individusl who has et least one pvenl In common with the decedent, whether by blood or atloptlon. 252,631.58 0 PA15D02 NTF 28738 Copyright 2000 Greatlend~Nslco LP-Forms Software Only REV.1502 EX i (t-97) COMMONWEALTH OF PENNSYLVAN. SCHEDULE A INHERITANCE TAX RETURN REAL ESTATE ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 All real property owned solely or as a tenant in common must be reported at fair market value. Fa'e market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, nekher being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must tx disclosed on Schedule F. 9 PA75021 NTF 106]1 Copyright 1999 Greetlantl/Nalco LP -Forms Software Only (If more spate is needed, insert additional sheets of the same size) REV -!503 EX + (t -97) SCHEDULE B COMMONWEALTH OF PENNSVLVANI, STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 All property jointly-owned with right of Survivorship must Ee disGosed on Schedule F. ITEM VALUE AT DATE N0. DESCRIPTION OF DEATH 11. 11,782.645 Shares AIM Equity Fds Inc Blue Chip C1 B Mutual Funds, Money CUSIP: 00141385 152,703.08 2 7,666.771 Shares AIM Equity Fds Inc Charter Fd C1 B Mutual Funds, Money CUSIP: 00141380 95,681.30 3 942.912 Shares AIM Equity Fds Inc Constelln Cl B Mutual Funds, Money CUSIP: 00141377 22,026.42 4 27 Units First Trust Insured Mun. Bonds Multi St Ut 179PA 45S CUSIP: 337340792 25,989.39 Interest accrued to 06/29/2001 988.74 5 50 Units First Trust Insured MtlIl. Honds Multi ST UT 259 PA 70 S CUSIP: 3371M5353 50,593.00 Interest accrued to 06{29/2001 1,479.50 6 33 Units First Trust Insured Mtin. Bds Multi ST UT 267PA 73S CUSIP: 3371M549A 33,577.50 Interest accrued to 06/29/2001 957.99 7 3,000 Shares General Elec Co Common New York Stock Excha CUSIP: 36960410 149,355.00 Total from continuation a es 1,057,850.47 TOTAL !Also enter on tine 2, Recapitulation) S 1, 591, 202.39 (It more space is needed, insert additional sheets of the same size) 9 PA15031 NTF 10892 Copyright 1888 Greetland/Nalco lP -Forma Sonwere Only Schedule B (Page 2) Estate of: Edna C. Goldstein Item Value at Date No. Description of Death 8 90 Shares Goodyear Tire & Rubr Co Common New York Stock Excha CUSIP: 38255010 2,551.50 9 70 Shares Insured Mun Income UT Ser 314 M OTC CUSIP: 45808X676 68,231.80 Dividend accrued On 06/29/2001 245.00 10 50 Shares Insured Municipals income TR UT Ser 354 M OTC 51,547.00 Dividend accrued on 06/29/2001 192.50 11 750 Shares Intertan ZRC Common New York Stock Excha CUSIP: 46112010 9,937.50 12 262 Shares Nuveen Tax Exempt Unit TR PA UT SER 174 M CUSIP: 6706H9223 25,964.20 Dividend accrued on 06(29j2001 273.87 13 193 Shares Nuveen Tax Exempt Unit TR PA UT SER 186 M OTC CUSIP: 6706H9587 20,008.31 Dividend accrued on 06/29/2001 106.44 14 228 Shares Nuveen Tax Free UT TR INSD PA UT SER 231 CUSIP: 6706H7375 21,721.56 Dividend accrued on 06/29/2001 104.40 Total (Carry forward to main schedule) 200,884.08 Schedule B (Page 3) Estate of: Edna C. Goldstein Item Value at Date No. Description of Death 15 435 Shares Nuveen Tax Free Unit TR PA UT SER 237 M OTC CUSIP: 6706H7557 41,151.00 Dividend accrued on 06/29/2001 195.88 16 2,769.969 Shares Nuveen Invt Tr Grth&Inc Stk B CUSIP: 67064Y60 67,088.65 17 3,026.078 Shares Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money CUSIP: 68380D80 100,738.14 18 100 Shares Pennsylvania Insured _ Municipals Income TR UT SER 1335 CUSIP: 708840370 11,587.50 Dividend accrued on 06/29(2001 331.00 19 15 Shares Pennsylvania Insured Municipals Income TR UT SER 1525 CUSIP: 708840750 10,115.63 Dividend accrued on 06/29/2001 481.05 20 15 Shares Pennsylvania Insured Municipals Income TR UT SER 157MP CUSIP: 708840842 8,908.59 Dividend accrued on 06/29/2001 141.75 21 7 Shares Pennsylvania Insured Municipals Income TR UT 5ER 1695 CUSIP: 70884D311 7,016.66 Dividend accrued on 06/29/2001 271.81 To tal (Carry forward to main schedule) 248,027.66 Schedule B (Page 4) Estate of: Edna C. Goldstein Item No. Description 22 20 Shares Pennsylvania Insured Municipals Income TR UT SER 1715 CUSIP: 70884D378 Dividend accrued on 06/29/2001 23 31 Shares Pennsylvania Insured Municipals Income TR UT SER 177M CUSIP: 70884D527 Dividend accrued on 06/29/2001 24 35 Shares Pennsylvania Insured Municipals Income TR UT SER 180M CUSIP: 70884D584 Dividend accrued on 06/29/2001 25 15 Shares Pennsylvania Insured Municipals Income TR UT SER 187M CUSIP: 70884D725 Dividend accrued on 06/29/2001 26 40 Shares Pennsylvania Insured Municipals Income TR UT SER 189M CUSIP: 70884D741 Dividend accrued on 06/29/2001 27 25 Shares Pennsylvania Insured Municipals Income TR UT SER 204M CUSIP: 70684E228 Dividend accrued on 06/29/2001 Value at Date of Death 16,279.20 651.00 30,650.94 428.42 34;040.65 466.55 15,588.60 57.15 42,061.60 154.80 25,494.75 91.25 Total (Carry forward to main schedule) 165,964.91 Schedule B (Page 5) Estate of: Edna C. Goldstein item Value at Date No. Description of Death 28 20 Shares Pennsylvania Insured Municipals Income TR UT SER 211M CUSIP: 70884E368 19,716.00 Dividend accrued on 06J29/2001 69.00 29 48 Shares Pennsylvania insured Municipals Income TR UT SER 217M CUSIP: 70884E483 49,839.36 Dividend accrued on 06/29/2001 178.56 30 10 Shares Pennsylvania Insured Municipals Income TR UT SER 220M CUSIP: 70884E541 10,143.00 Dividend accrued on 06/29/2001 37.00 31 100 Shares Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC CUSIP: 708839485 28,708.00 Dividend accrued on 06/29/2001 392.00 32 5 Shares Pennsylvania Insured Municipals Zncome TR UT SER 81 S CUSIP: 708839857 557.10 Dividend accrued on 06/29/2001 21.15 33 5 Shares Pennsylvania Insured Municipals Income TR UT SER 84S CUSIP: 70884B133 1,493.45 Dividend accrued on 06/29/2001 54.00 Total (Carry forward to main schedule) 111,208.62 Schedule B (Page 6) Estate of: Edna C. Goldstein Item Value at Date No. Description of Death 34 20 Shares Pennsylvania Insured Municipals Income TR UT SER 89S CVSIP: 708848232 3,209.40 Dividend accrued on 06/29/2001 113.60 35 6 Shares Pennsylvania Insured Municipals Income TR UT SER 49M CVSIP: 70884B422 1,014.75 Dividend accrued Ori 06/29/2001 14.04 36 5 Shares Pennsylvania Insured Municipals income TR UT SER 99S CVSIP: 708848430 845.63 Dividend accrued on 06/29/2001 28.45 37 9,000 Shares Radioshack Corp Common New York Stock Excha CVSIP: 75043810 272,520.00 38 1,819 Shares Voyageur Mut Fds Iii Inc Aggrsave Gwth B Mutual Funds, Money CVSIP: 92893184 43,528.67 39 10,000 Par West Chester PA Area Mun Auth WTR REV B OTC CVSIP: 952027CQ1 10,350.10 Interest accrued to 06/29/2001 140.56 Total (Carry forward to main schedule) 331,765.20 REV-1508 EX + (1 -97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 Include proceeds of Iltigatlon 8 date proceeds wars received i,y tna estate. All prop. fOlntly-OWOed Wlth rl ht O} SurV1VOfShlp must be tlISC105ed On Seh. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH i7, Capital Blue Cross, refund of unused premium 212.30 2 Combined insurance Company Refund of unused premium 82.06 3 Comcast Cable Refund 3.68 4 Hyman and Edna Goldstein Charitable Remainder Annuity Trust - prorated interest due decedent as life tenant 1,266.17 5 ~M & T Bank Checking Acct #414859 21,701.77 6 Freedom Cash Management Fund, Tucker Anthony Acct. #DSH-007817 22,029.12 7 PA Department of Revenue, refund due, decedent's final PA 40 131.00 8 (Pennsylvania General insurance Company, return of homeowner's premium 346.00 9 Southern Progress, refund for unused magazine subscription 18.33 10 U.S. Treasury Tax rebate check 300.00 11 (Household and personal `articles 5,495.00 Valued per attached appraisal 12 Union Fidelity insurance Company, refund of unused premium, Medicare Supplement policy 41.80 Total from continuation Dages ~ 8,444.12 TOTAL (Also enter on line 5 Recapitulation) ~S 60, 071.35 (Ii more space is needed, insert additional sheets of the same size) 9 PA15081 NTF 108]5 Gopyrlght 1999 GreallantllNelco LP -Forma Sonwara Only Schedule E (Page 2) Estate of: Edna C. Goldstein Item Value at Date xo. Description of Death 13 Union Fidelity Life Insurance Company Refund of unused premium 32.12 14 US Treasury, refund due on decedent's final 1040 8,412.00 Total (Carry forward to main schedule) 8,444.12 REV -1510 EX + (1-97) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-V1VOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 This schedule must be completed and filed H the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NO. DESCRIPTION OF PROPERTY INCLUDE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECD & DATE OF TRANSFER. ATTACH COPY OF THE DEED FOR REAL ESTATE. GATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 11. Hyman and Edna Goldstein Charitable Remainder Annuity Trust under Agreement dated November 5, 1980. The beneficiaries are: Hyman Goldstein, who died on 6/7(1982; the decedent, Edna C. Goldstein; and the Dickinson School of Law. The balance of the Trust assets will be distributed to Dickinson School of Law. A copy of the Agreement of Trust and listing of assets in the Trust are attached hereto. 136,603.17 100.000 0.00 136,603.17 2 Gifts to niece, Sylvia Dallas, in 2000: 11/21/00 Cash 100.00 12/19/00 Cash 360.00 12/20/00 Cash 600.00 1,060.00 100.000 1,060.00 0.00 3 Gift to niece, Sylvia Dallas, in 2001: 1/15/O1 Cash 20,000.00 100.000 3,000.00 17,000.00 4 Gifts to niece, Patricia Boldosser: 1/15/O1 Cash 10,000.00 5/20/01 Cash 100.00 10,100.00 100.000 3,000.00 7,100.00 5 Gift to niece's husband, Ray Boldosser, in 2000: 11/28/00 Cash 100.00 100.00 100.000 100.00 0.00 6 Gift to niece's husband, Ray Boldosser, in 2001: 1/15/O1 Cash 10,000.00 10,000.00 100.000 3,000.00 7,000.00 7 Gift to sister, Beatrice Williams: 12/30/00 Cash 10,000.00 10,000.00 100.000 3,000.00 7,000.00 Total from continuation a es 62,202.50 TOTAL (Also enter on line 7 Recaphulation) IS 236, 905.67 9 PA~5t0t NTF 109)] (It more space is needed, insert additional sheets of the same size) Copyright 1999 Grea9end/Nelco LP -Forms Software Only Schedule G (Page 2) Estate of: Edna C. Goldstein Item No. Description e Gift to grand-nephew, Adam Dallas: 1/15/01 Cash 10,000.00 9 Gifts to grand-nephew, Alan Boldosser: 1/15/O1 Cash 10,000.00 5/4/01 Cash 100.00 10 Gifts to grand-niece, Corrinne Dallas, in 2000: 07/27/00 Tuition payment to Gettysburg College 12,380.50 12/5/00 Tuition payment to Gettyaburg College 12,380.50 11 Gifts to grand-niece, Corrinne Dallas, in 2001: 1/ls/ol cash lo,ooo.oo 5/14/01 Cash 100.00 12 Gifts to grand-niece, Robin Boldosser, in 2000: 07/25/00 Tuition payment to Allegheny College 7,464.50 12/14/00 Tuition payment to Allegheny College 7,677.00 13 Gifta to grand-niece, Robin Boldosser, in 2001: 1/15/O1 Cash 10,000.00 4/16/01 Cash 100.00 DOD Value Taxable of Asset ~ Int. Exclusion Value 10,000.00 100.000 3,000.00 7,000.00 10,100.00 100.000 3,000.00 7,100.00 24,761.00 100.000 3,000.00 21,761.00 10,100.00 100.000 3,000.00 7-,100.00 15,141.50 100.000 3,000.00 12,141.50 10,100.00 100.000 3,000.00 7,100.00 Total (Carry forward to main schedule) 80,202.50 ESTATE OF EDNA C. GOLDSTEIN SS#174-OS-1053 PENNSYLVANIA INHERITANCE TAX RETURN Attachment to Schedule G Assets in Hyman and Edna Goldstein Charitable Remainder Annuity Trust Date of Death at date of death of Edna Goldstein: Value $100,000 U.S. Treasury Note dated 8/15/1999, mat. 8/15/2009, 6% int. 104,431.25 Int. accrued to date of death 2,220.99 Less: Pro-rated interest payable to decedent's estate (1,266.17) Cash 31,617.10 TOTAL 136 603.17 REV-1511 EX+ (1-97) COMMONWEALTIi OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1 Carlisle Memorial Service, Inc. Grave marker 415.00 Total from continuation pages I 3,767.82 B. I ADMINISTRATIVE COSTS 1. Personal Representative's Commissions 52, 000.00 Name of Personal Representative(s) Social Security Number(s)fE1N No. oS Personal Representative(s) - - Street Address - C'ity State Zp _ Year(s) Commission Paid: 2. Attorney Fees 52, 000.00 3. Family Exemption: (lf decedent's address is rwt the same as elaimanYs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 865.00 5. I AemuntanYS Fees 6. ~ Tax Return Preparer's Fees 7. 1 Boyer & Ritter Preparation of: Gift Tax Return for 2001 Amended Gift Tax Return for 2001 Final U.S. 1040 and PA 40 670.00 1.839.59 TOTAL (Also enter on line 9 Recapiwlation) ~S 111, 557.41 (It more space is needed, insert additional sheets of Me same size) 9 PA75111 NTF 10898 Copyright 1900 GreallenCJNeVCO LP -Forma Software Only Schedule H part 1 (Page 2) Estate of: Edna C. Goldstein Item No. Description 2 Sylvia Dallas Reimbursement, funeral refreshments 3 Hoffman-Roth Funeral Home, inc. Funeral and burial expenses 4 Westminster Cemetery Preparation of gravesite 5 Beatrice Williams Reimbursement for payment of various funeral expenses per itemized bill Amount 134.12 2,760.50 248.40 624.80 Total (Carry forward to main schedule) 3,767.82 Schedule H part 2 (Page 2) Estate of: Edna C. Goldstein Item No. Description 2 Linden Hall Antiques Appraisal, household and personal articles 3 Rhoads & Sinon LLP Reimbursement for out-of-pocket expenses: Advertising 197.99 Telephone, fax, copies, FedEx, postage 234.65 Register of wills, short certs, fees 88.50 Stock evaluation 83.45 Reserve 500.00 4 S. W. Barrett Real Estate Appraisal, real property 5 Beatrice Williams Reimbursement for trash removal and cleanup at residence Amount 85.00 1,104.59 250.00 400.00 Total (carry forward to main schedule) 1,839.59 REV- 7512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT _ SCHEDULEI DEBTS OF DECEDENT, GAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT 1. 1 Borough of Carlisle Utilities to residence 50.39 2 Comcast Cable Cable service, balance due 34.69 3 Formprest Cleaners Balance due, laundry service 31.16 4 Hyman and Edna Goldstein Charitable Remainder Annuity Trust Reimbursement due to Trust due to overdrawn income 31,617.10 5 M&T Bank, Checks clearing after death 2,160.18 6 Orkin Exterminating Service to residence, Acct. #D-3761808 93.69 7 PA Department of Revenue Tax due on account of decedent's 1997 PA 40 26.59 8 PP&L Electric service to residence 183.37 9 Shipley Fuel oil, service to residence 1.95 10 Sprint Telephone service to residence 39.24 11 Beatrice williama Reimbursement for payment of lawn service bill 239.56 TOTAL (Also enter on line 10 Recapiwlation) IS 34, 477 9 PA15121 NTF 148T4 (If more space is needed, insert additional sheets of the same size) Copyright 1888 GraeBenE/Nalco LP -Forms Software Only REV-1513 EX+(9-00) SCHEDULE J COM NHERITANCE TAXPRETURN ANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER Edna C. Goldstein 21 2001 0651 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llst Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9t t6 (a) (7.2)j t See Attached Schedule NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE t. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 1. ennsylvania State University or the use of Dickinson chool of Law emainder interest, haritable Remainder Annuity rust, Schedule G TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 CO (It more space is neetled, insett additional sheets of the same size) D PA15131 NTF 33293 Copyr19M 2000 GreatlanO/NaIm LP-Forma Software Only 136,603.17 136,603.17 PA INHERITANCE TAX RETURN ATTACHMENT TO SCHEDULE J -BENEFICIARIES Estate of Edna C. Goldstein File Number 21-O1-0651 No. Name and Address of Person(s) Relationship to Amount or Share Receiving Property Decedent of Estate 1 Patricia Boldosser 904 Gobin Drive Cazlisle, PA 17013 Niece Transfers $7, I00; Personal property $2,747.50; Residue $718,846.88 2 Sylvia Dallas 4937 Carlisle Pike Mechanicsburg, PA 17055 Niece Transfers $17,000; Personal property $2,747.50; Residue $718,846.88 3 Beatrice Williams Sister Transfer $7,000.00 4 Ray Boldosser Niece's husband Transfer $7,000 5 Adam Dallas Grandnephew Transfer $7,000 6 Atan Boldosser Grandnephew Transfer $7,100 7 Corrinne Dallas Grandniece Transfer 28,86] 8 Robin Boldosser Grandniece Transfer $19,241.50 azs~as.~ ESTATE OF EDNA C. GOLDSTEIN SSN: 174-OS-1053 DOD: 06/29/2001 PENNSYLVANIA INHERITANCE TAX RETURN INDEX TO EXHIBITS Document 1. Last Will and Testament 2. Appraisal, residence 3 4 Appraisal, household and personal articles Copy, Hyman and Edna Goldstein Charitable Annuity Trust Agreement Return Reference Page 1, Block 6 Schedule A Schedule E, Item 10 Schedule G, Item 1 LAST WILL AND TESTAMENT OF EDNA C. GOLDSTEIN BE IT REMEMBERED, that I, EDNA C. GOLDSTEIN, of 768 West South Street, Carlisle, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils at any time heretofore by me made. FIRST: I direct that my debts and the expenses of my last illness and funeral bills be paid by my Executrices as soon after my decease as may be convenient. SECOND: I direct estate the cost of the burial plot in which i the same not have been and also to pay the co plaque. that my Executrices to pay out of my perpetual care and maintenance of the shall be buried, should arrangements for concluded and paid for prior to my death; st of an appropriate tombstone and memorial THIRD: I give and bequeath all of my personal effects, household furnishings, and any automobiles which I may own together with any policies of insurance pertaining thereto, to my nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares, absolutely. Should either of my nieces, SYLVIA DALLAS or PATRICIA BOLDOSSER, predecease me, this bequest and devise shall lapse, and I give and bequeath the same to the survivor of them, absolutely. FOURTH: All the rest, residue and remainder of my estate, real and personal and wheresoever situate, I give, devise, and bequeath to my nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares, absolutely. In the event that either of my nieces, SYLVIA DALLAS or PATRICIA BOLDOSSER, predecease me, the bequest and devise to such deceased niece shall pass to her issue, per stirpes; but if there be no such issue, then to the survivor of my said nieces, or if she is deceased, to her issue, per stirpes. FIFTH: I direct that all legacies and all shares and interests in my estate, whether principal or income, while in the hands of my Executrices, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any legatee or beneficiary, and shall not be subject to pledge, assignment or conveyance. SIXTH: I direct that all estate, inheritance and succession taxes shall be paid out of the principal of my residuary estate, so that all life insurance proceeds, legacies, devises and other gifts of principal and income made by this, my Will, or by any G' L, Codicil hereto, shall be free and clear thereof. In the absolute discretion of my Executrices, they may pay such taxes immediately or may postpone the time of payment of taxes on future or remainder interest until possession thereof accrues to the beneficiaries. SEVENTH: I direct that my Executrices and their successors, in addition to and not in limitation of any authority given to them by Law, shall have the following powers: A. For the payment of debts or for any purpose of administration or distribution, to sell, mortgage, lease, alter, improve, partition, and exchange all or any of my real estate, and to sell the same at public or private sale for such prices and upon such terms as to cash and credit as they may deem best, or upon the reservation of ground rents, and the said ground rents in turn to extinguish and assign, and to grant and convey good and sufficient title, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. This power shall not be construed to work a conversion of the real estate unless and until the power is actually exercised. ~(- /'_ B. To retain all stocks, bonds, and investments owned by me, and to invest and reinvest in other stocks, bonds and investments, without being confined to what are known as "legal investments", and to sell and transfer the same, whether in person or by attorney, without liability on the part of the purchasers to see to the application of the purchase or consideration monies. C. To borrow such sums of money as may be required for the purposes of the estate and to secure the loan by a pledge of all or any part of the estate property or mortgage, and to execute an accompanying bond authorizing the confession of judgment, and plain or collateral notes, or other evidences of indebtedness. Persons or corporations advancing money to the Executrices need not inquire into. the necessity, expediency or propriety of such a loan, nor see to the application of the' money advanced. EIGHTH: I appoint the parents or surviving parent guardians or guardian of any property which passes to a minor, and with respect to which I am authorized to appoint guardians and have not otherwise specifically done so. Such guardians or guardian ~. /.i' shall have the power to use principal as well as income from time to time, for the minor's support and welfare. In addition, the said guardians or guardian shall have the same powers granted my Executrices under this Will. I direct that the guardians or guardian shall not be required to enter security in any jurisdiction in which they or he or she may act. NINTH: I appoint my nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, Co-Executrices of this, my Will. In the event either of my nieces is unable to serve then the other shall be sole executrix. IN WITNESS WHEREOF, I have signed and published this my Last will and Testament in the presence of the Subscribing C.k, Witnesses, this '~ day of March, 1996, declaring it to be my true will and testamentary wishes. Consisting of Six (6) pages in all. ~ ,l Edna C. Goldstein We, the subscribing witnesses certify that the Testatrix signed this Will in our presence after reading the same and declaring it to be her Last will and Testament. We, further certify that the Testatrix was of sound and disposing mind and memory and under no on~tra' t or undue influence. Witness--J//1 ADDRESS: One West High Street Edw rd W. Harker33,~~Esquire Carlisle, PA 17013 Witness: i~rL.~r_,- ,~- Cl~t.GecTe.;~. ADDRESS: .S-o15 d. pit-..~-cs,.<.ic~ `~'~^' ACKNOWLEDGMENT TO LAST WILL AND TESTAMENT OF EDNA C. GOLDSTEIN COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF CUMBERLAND ) I, Edna C. Goldstein, Testatrix, whose name is signed to the within Last Will dated this ~~ ~ day of March, 1996, having been duly qualified according to law, do hereby acknowledge that i signed it willingly as my free and voluntary act for the purpose therein expressed. p Edna C. Goldstein ,C~~- Sworn to and acknowledged before me by Edna C. Goldstein this day r-3.9. ~` NOTARIAL SEAL ~ MICHEIIE D. RIBBON, NOTARY PUBLIC r~~ Nota y Public MYRCOMM SS ON EX~P RES MARCHD11~1998 AFFIDAVIT OF WITNESSES COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF CUMBERLAND ) We, Edward W. Harker, Esquire, and ~o`~~~c~~~~~,~,athe witnesses whose names are signed to the Last Will of Edna C. Goldstein, dated March , 1996, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years f age,. of mnound mind and under no constraint or undue influen~ /)~_/ I/ of ~~..._ ;dw d W. Harker, Esc r Sworn to and subscribed before me by Edward W. Harker, Esquire and4~eai~;et LJ,l,~grny witnesses this1~ ~ day of March 996. Nota y Public NOTARULSEAL MICHELLE D. RIBBON, NOTARY PUOUC CAflUSUE BOROUGH, CUMBEflLAND CO.. PA MY COMMISSION EXPIRES MARCH :1, 7998 ' S. W. BARRETT REAL ESTATE 8 APPRAISAL SERVICES Fie No. 01-0801 APPRAISAL OF ~."'~ j~ . ..: ~, ~~~ - .: c+ -_ _ ~ ~_ LOCATED AT: 788 West South Street Carlisle, PA 17013 FOR: Rhoads & Sinon, Atty. Smith One South Market Square Harrisburg, PA 17108 BORROWER: Edna 0. GOLDS7EIN, Est. AS OF: July 12, 2001 BY: Cassandra J. Crockett 124-128 NORTH HANOVER STREET, CARLISLE, PA 17013 717-2438848 AND FAX 717-243827 SUMMARY APPRAISAL REPORT Prooertv Oesoriotion UNIFORM RESIDENTIAL APPReISeI RFPrrr?T _ _ _ _ _. _ _ _ . __ __ nle no. or-uou_r Pro Address 768 West South Street Ci Carlisle State PA Code 17013 Le al Oesai lion Deed Book 22-T; Pa a 461 coun Cumberland Assessor's Parcel No. 04.21-0322-239 lax Year 01.02 R.E. Taxes $ 2,861.00 S edal Assessments $ N/A Banower Edna C. GOLDSTEIN Est. Cunent Owner Same Occu ant: Owner T t X enan Vacant Pro htaa ailed X Fee Sim le Leasehold Pro eclT s PUD Condorrsnium HUDNA onI HOA$ N/A Mlo . Ne hborhood or Pro ed Name BOrOU h Ma Reference 21-0322 Census TraU 0124.00 Sale PNce $ N/A Date of Sale N/A Desai Uon and $ amount of loan char eslconcessions to be aid se~erNlA LenderlCJienl Rhoads 8 Sinon, Att .Smith Address One South Market S uare, Harrisbur , PA 17108 A wiser Cassandra J. Crockett Address 126 North Hanover Street, Carlisle, PA 17013 Locatbn Urban X Suburban Rural Predominant Single family housing Present land use •.L Land use change Built up X Over 75% 25-75% Under 25% occupancy PRICE AGE One family 80% X Not likely ^ Likely s1~1 I Growth rate Rapid ^X Stable Slow ^X Owner 90 Low New 2d (amity ~ In process Property values X Increasing ^ Stable Dedining ^ Tenant 250+ Hi h 100 Mul&family 5% To: Demandlsupply Shortage Q hbalarm O.asuppy X Varanl(Bb%) Predominant Commerdal 5% ~ Marketin Ume lMder3mos. X 3Enas. Over6mos. v,omarsx 160 65 Instlt'I 10% Nola: Roes and the rectal composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristic: Pa.Turn ike, North; I-81, East and South; Rt.465, West. • Factors that a0ect the marketability of the properties in the neighbwhooQproximity to employment and amenities, employment stability, appeal to market, etc.): Sub act roe is located in an established nei hborhood with a mix of residential and institutional/commercial use e, • ~ within the $orou h of Carlisle. Sho In and other amenities are within welkin or short driving distance. Carlisle Hos ital and Medical Arts Buildin within one block; Dickinson Colic a cam us within .5 mile. Schools stem is Carlisle District and local •lementa school Is within .5 mite. SMSA 42.3240. Market conditions in the subject neighborhood (Induding support for the above conclusions related to ibeend of property values, demandlsuppiy, and marketing lime --such as date on compelitlve properties for salein the neighborhood, description of the prevalence of sales and financing concessions, etc.): Pro a values are current) stable with an avers a marketin time of 80.100 da s. Economic trends and lendin rates have remained favorable. Sales concessions occur Infra uentl .There are new homes under construction in surroundin develo meets, as well as re-sales available in the nei hborhood. Pro}eet Information for PUOS(If applicable] - • Is the developerPouilder In control of thdiome Owners' A ssociation (HOA)7 YES NO Approximate total number of units In the subject project NIA Appro>omate total number of units for sale in the subject project NIA Describe common elements and recreational facilities f1/A Dimensions Two tracts: 60 x 180 and 60 x 180 Topography Basicall Level Site area 21,600 Sq.Ft. M/L Comer Lot Yes X No Size Larger than normal Spedflczoning classification and desaiplionR-1 Low Densit Residential Shape Rectan ular Zoning compliance ^X Legal ^ Legal rronconforming (Gandralhered use) Illegal No zoning Drainage A ears ode cote est8lrestuseas! ved: X Presentuse Otheruse a lain Uew Residential Ut1llties Publio Other Off-site Improvements Type Public PrNate Landspping Goad Electridty X 100 AMP Street Paved X ^ Driveway Surface Brick Gas Curblgutter Concrete X ^ Apparent easements NoneA arent Water X Sidewalk Concrete X ^ FEMq Spedal Fbod Hazard Area Yes X No Sanitary sewer X Street lights Adequate X ^ FEMA Zane C Map Date 2/3182 Stone sewer X Alle to rear X FEMA Ma No. 425382A Comments (apparent adverse easements, encroachments, speclal assessmentgslide areas, illegal or legal n onconforming zoning, use, etc.): There are no a arent adverse easements, encroachments or other adverse conditions. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Concrete Slab None Area Sq.FI. 1035 Roof ^ No. ofSlades Two ExledaWalis Brick pa~ISpaca Nona %Finished 0% Ceiling o Type (Del./Att.} Detached Roof Surface Shin le Basement Full Ceiling Unfinished Walls ^ Dealgn(Style) 2Sto GuttersBDwnspts. Co erlGaly Sump Pump None Walls Concrete Fbor ExisUnglProposed Exlstin Window Type Dbl Hun Dampness None Obs. Fkxx Concrete None Age (Yrs.) 66 Yrs SlomJSaeens Yes Settlement None Obs. Outside Entry Yes unw~.ll X EflecUve A a rs. 15.20 Manutadured House NO Infestation None Obs. • ROOMS F er Livi Dinin Kitchen Den FaMI Rm. Rec. Rm. Bedrooms # Baths Laund Other Area S .Ft. Bmement Area Level? Area 1 1 1 1 .5 1,112 • Level2 3 2 1,035 0 Finished area above redo contains: 7 Rooms• 3 Bedroo s • 2.5 Bath s ~ 2,147 S u are Feet of Gross Livin Area INTERIOR MaterialslCondition HEATING KI7CHENEOUIP. ATTIC AMENITIES CAR STORAGE: Floors Hrdwd/Car et Type FHA Refdgerata ^ None Fireplace(s)#Brick ^X None ^X • Walls Plaster Fuel OII RangelOven ^X Stairs X Patio ^ Garage #ofcars Avera a UO n tair ^ Attached in AL ~ l O Po I N G loor Ceramic C Bath F ~ Screened Dishwas her Swttle P o ^X Detadted Bath Wainscot Ceramic Central Y6s Fanlliood ^ Fbor X Fence ^ Built-In Doors Wooden Other N/A Microwave ^ Heated Pool ^ Carport Avers a Condition Conditlav4vara a Washer er Finished Slate walks X Drivewe 11Brick Additional features (special energy elficlent Items, etc.): Bullt•Ins; French doors to screened orch; 2nd floor balcon ;slate floor on screened rch and stoo s; cattle tans; canvas awnin s. : Im rove Condition of the Improvements, daprecialior(physical, functional, and external) repairs needed quality of construction remodelingladditions etc , , , . meets era to avers a condition with no evidence of h sica! or functional inade uacias. ° Adverse environmental contlitions (such as, buhot limited to, hazardous wastes, toxic substances, etc.) present in the improvemeniSOn the site, or in the Immediele vicinity of the subject property:No adverse environmental condttfona area arenVdisclosed. rr•aa•lbc f°I,.ro BA] PAGEIOF2 Fw~WMw fmn lWl F°J i1N bm w paA,aE M Uy /LI Dn•bp,we arybrm,u ryMxn (lrokMdYn SUMMARY APPRAISAL REPORT valuation saetion UNIFORM RESIDENTIAL APPRAISAL REPuRT File No. 01.06111 ESTOMTEDSITE VALUE , , , , , , , , , , , , , , , • , , • , , • • • , , = S 65,000 Comments on Cost Approach (such as, sourceol coat estimate ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: , site value, square foot calculationand for HUD, VA and FmHA the Owetlkg 2,147 Sq. Ft. ~ S 68.00 = = 145,996 , estimated remaining economic life of the property): ' Bsmt 1035 5q. Ft. ~ S 9.00 = 9,315 Cost new from Marshall Swift Valuation Service ' . F/P,Poroh,Slate walks = 10,000 Handbook and focal cost anal sis. Land value from GaiageMsport N/A Sq. Ft. ®S = 0 Market Data Com arison. De reclation based on a e life - Total Estlmated Coat New , , , , , , , , , , , , , , , , . S 165,311 observed condition and Market Data Anal sis. Less Physical FunrJbnal External Est. Remaining Econ. Lila: 35 Estimated Remainin Economic Life Is 35.40 ears. Depredation 538,000 = S 38,000 Depredated VaWe of knprovemenis , , , , , , , , , , , , , , , , ,, , = S 129,311 'Asaa• Value of Site Improvements, , , , , , , , , , , ,, , , , , , , = S 5,000 INOtCATEO VALUE BY COST APPROAC H• • • ........ = 199,300 REM SUBJECT COMPARABLE N0.1 COMPARABLE N0.2 COMPARABLE N0.3 788 West South Street 411 South West Street 231 Conway Street 215 West South Street Address Cadlsla Carlisle Carlisle Carlisle ProxlrN k Sub ed 0.84 MI ESE 0.32 MI ESE 0.59 MI E Sales Price = N/A s 189,900 S 196,500 $ 208,000 PrloarCYOSS Lh. Area 3 0.00 0 = 88.01 ~ S 65.07 ~ g ~ 101.98 ~ Data anNar Inspection VeriAcatbn Sources CHR MLSICoudhouse Records A I'a Data/Crths.Records MLS/Courthouse Records VAWEADJtSTAENfS DESCRIPTION DESCRIPTION : - s DESCRIPTION + - s DESCRIPTION . - s Saks or Finandng None Conv. None Conv. None Conv. ConceasWns t)OM 70 DOM 5 DOM 13 Date d Salartime 8/01 6/01 5/00 Locatbn Suburban Suburban Suburban Suburban LeeadcldFee Fae Slm le Fee Sim le Fee Sim le Fee Sim le Site 21,6005 .Ft.+/. 9,000 S .Ft.+l- +19,000 7,405 S .Ft.+/- +21,000 9,583 S .Ft. +18,000 View Residential Residential Residential Residential nand al 2 Sto (Good 2 Sto (Good 2.5 Sto (Good 2 Sto /Good dCaafu6m Av Brick Av /Brick Av /BdckNin I Av /Brick e 88 Yre 78 Yre 81 Yrs 100 Yre+/_ Conditlon Aver Su rlor -10,000 Su actor -10,000 Su erlor -10;000 Above Grade rdd ' ar,~r ' e.sa car ' earn. ' e,sr cad ' sa,m ' e.a. rrd ' em,a ' e.n. • Room Count 2 7. 3; 2.50 8% 4. 2.00' +1,000 9% 4. 2.50' 7~ 4. 1.50' +2,000 • GroasLMn Area 2,147 S .Ft. 2,208 S .Ft. % -1,525 3,020 S .Ft. ~ -21,825 2,040 S .Ft. ~ +2,675 Bmemenlt:Flnlehed Full Basement/ Full Basement/ Full Basement/ FuN BasemenU RoomaBekraGrede Unfinished Unfinished Unfinished Unflnisfied ' Fundbnal Utlli Av Av Av Av Heal OFHAICA OHWICA OHWINone +2,000 GHWINOne "`' ` +2,000 E9dentltena T seal T ical T ical T ical G e/C OSP 1 Car Gara a -3,000 2 Car Gara a -5,000 4CarGarlWksh ~ -10,000 • Porch,Patlo,Dack, ScrndPOrch/ Porch/FP/ 0 Porches/Deck/ 0 SunRoom/FPI -2,500 Flee a seta Batton /FP Cou and FP Store a Shed Fence Pod eta None None Fenced Yard -1,500 Fenced Yard •1,500 Net kl X + ' = 5,475 + X ' S 15,325 X + ' 3 675 . Adjusted Sdes Price T 011:0 arable _' 195,375 e E 181,175 , e 0= • g 208,6"5 Comments on Selea Comparison (including the subject property's compatibility to the neighborhood, etc. ): All tom arables are stmllar to s le/utili to the sub act ro a ,are vadfled closed sales, and are the best current/ available. Excess land was ad usted ;1.50lS .Ft All tom arable sales had some remodolin /u -datin tom leted Ie.kitchen,baths .Ran a of value Is 5181,00'0 to 5209,000. ITEM SUBJECT COMPARABLE NO.i COMPARABLE N0.2 COMPARABLEN0,3 Date, Price and Data 5/8/88 Source farprior selm 51.00 Nona None None within d DeedICHR CHR CHR CHR ~"" Analysla d arty axrent agroement of sale, optbn, or Ikting of the subJed properly and anatysis of any prior sales of subJed and oonparables within one year of the dale dappraisal: No der sales within one ear were found. INDICATED VALUE BY SALES COMPARISON APPROACH,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,•~, .., ••• S 195 INDICATED VALUE BYINCOMEAPPROAC N Estimated Market Rent N/A Mb.xC~nss Rent MuPo 'er NIA =5 ~'N/ Thla appraisal k made X 'ask' subJed k the repais, alterations, 6spsctipu ar conditions listed below subJed to corrpktlon per plans and spetlficetons,. ConditlonadApprekd: Tho ro has been a raised in current condition. This a raisai la for client onl ,non transferable. See~~ attached addendum. Summa a raisai re ort. Final Reoondtlatlon:The cost and market anal sis conalatentl su ort m estimated market value. The GRM anal siswas found Ina ro date for this re ort Greatest wet ht is a Iced to the Sales Com arison Anal sis. The purpose of Mk appalsal k k estimate the market value of the real property that Is the subJed df this report, based on the above mnditbns and the certification, contingent end NMtlnp oonditlona, and market value definitloMet ere stated h Ihs adarhed Freddy Mac Form 43tiffannk Mae Fenn 10048 (ReNsed 6193 ), 1(VVE)ESTIIeATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPFI2TYTHAT IS THE SUBJECDF TF05 REPORT,ASO~F N2/2001 - "~~ ~ (WHICH IS THE DATE OF INSPECTION AND THE EFFECTNE DATE OF THIS REPORT) TO BE S 195,000 APPRAISER/ w-cM / /~~ SU YAPPR/USE (9 L FREQU~~ ' ~ y ~ SlgnaNro C /'~A F/'r A ~4/ ~n Slgnetu~ / QX Oid ^Dld Not ~ Name Cassandra J. CrockeK Name Steven W. Garrett, SRPA, SRA Insped Property ., Dale Report Skned 7/30/2001 Date Re S ned 7/30/2001 Skte CerlMcatlon # RL-001348-L State PA State Certficatlon # GA-000298-L State PA Or Skte License # _. _ State Or State License # RB-026921-A star. ~~r°01A 6aJ PAGE20F2 a !e enera pre sec Faw.MwFam lad 691 iw amt .u a m a kl amem++ n.germm .M.m (eoon]1mn STEVEN W. BARRET7 REAL ESTATE SKETCH ~/AREA TABLE ADDEnJUM :asa No file No 01-0801 Property Address 788 West South Street Clly Carllale County Cumberland State PA Zip 17013 ~ Bonower Edna C. OOLDSTEIN, Est Lender/Cllenl Rhoads 8 Slnon, Atty. Smith UC Address One South Market Square, Harrisburg, PA 17108 Appraiser Name Cassandra J. Crockett Appr Address 128 North Hanover Street, Carlisle, PA 17013 -- -- ----I -I-, , ! 13.0' i 22.0' ~o Balcony _ 0 15.0' ~" gath Bedroom Bath 0. o cJ~ o '~ ~ M 11.0' N - O _ r _ Bedroom 13.0' Pantry Bedroom `; o Screened 11.0' ° Porch ~ 15.0' 'n .5 37.0' Den g, 2nd Floor Kitchen 0 I M u°i ~ Living Room N Dining Room Foyer ~ Comments: Scale: 1 = 12 I AREA' CALCULATIONS' SUMMARY Code - Description ` Size : Totala UW1 P1rst Ploor 1112.00 9acond Floor 1035.00 2197.00 P/P acraanad Porch 130.00 Balcony ~ 130.00 260.00 TOTAL LIVABLE (rounded) 2147 LIVING 'AREA BREAKDOWN Breakdown Subtotals Pirat Ploor 22.0 x 30.0 660.00 7.0 x 11.0 77.00 15.0 x 25.0 375.00 Second Floor 22.0 x 30.0 660.00 15.0 x 25.0 375.00 5 Areas Totat (rounded) 2147 i nvsn sur i wane wo~aw-+rox J UYJbbI 1 (\VI LILY , Y Y, ..uNU.uum 801Yower: Edna C. GOLDSTEIN, Est FiIP No.: 01-0801 Property Address:768 West South street C No.: GitY' Carlisle State: PA Zip: 17013 ~ Lender: Rhoads 8 3inon A .Smith FRONT VIEW OF SUBJECT PROPERTY Appraised Date: Appraised Value: $ REAR VIEW OF SUBJECT PROPERTY STREET SCENE COMPARABLE PROPERTY PHOTO ADDENDUM Borrower: Edna C. GOLDSTEIN, Est F 10.: Ot-0801 Property Address:788 West South Street Cage No.: City: Caflisk State: PA Zip: 17013 Lender: Rhonda R Sinon, Alty. Smith ~« COMPARABLE SALE#1 412 South West Street Carlisle Sale Date: ero1 Sale Price: $ 189,900 COMPARABLE SALE#2 231 Conway Street Car9sle Sele Date: Bro1 Sale Price: $ 196,500 COMPARABLE SALE #3 215 West South Street Carlisle Sale Date: 5ro0 Sale Price: $ 208,000 .. ~ ,_ OLb ~;~ .. ... 5,'. ". i '~ ` £ { ~ . ~ i ~ c y 1 ~{ i ,? /~ 1 /I l 1 :~~1. LOCATION MAP Borrower. Edna C. GOLDSTEIN, Est. File No.: 01-0601 FroperlyAddress: 788 West South Street Case No' Cllw. Carlisle State: PA ZID' 17013 Lender: Rhoads & Slnon A .Smith ~ LxusT ~ ~~ w ~ w a ~, ~' LOUTHER u CONRAtI ~ ~ ~- ~ DICKEN90N -~-~c~_, -~ ~_ _` ~ HIGH POMFRET pOMFRET `w HIGH ~ CHURCH P 7 O S CHAPEL OUTH o: t 4 > i< (RANAM WALNU7 ,~gti <P' t M~~~ vq- &1LfIMORE ~ J WILLOW i ~ xg 7 WASH INOTON M'$(F ,T S`` 0 M)~)NO l0~ 1 ~ tOE ~~v1 w t aa`' A ~ ~ N R = T p O T O_ srRar>:~ °~ ° ~~ ~ ° ~ A (C)19e 19 TAK INC ~ Courtesyot Barret[ Real Estate & Appraisa1717-2416646 ID Addrste Date Aire RM BR Bath S Ft Pm ' 8 768 1 BOOTB 8T B/A 8/A 7 3 2.5 2147 0.00 tdI f 1 412 a t168T 8T 6/01 189900 8 4 2 2208 0.64 6.Q 68E 2 231 COHtAY BT 6/01 196500 9 4 2.5 3020 0.32 b¢ BBE ' 3 215 f 80UTH BT 5/00 208000 7 4 1.5 2040 0.59 h3I E 124-128 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243.8648 AND FAX 717.243-8627 ********* QUALIFICATIONS ********* The following chocked Items are SPECIFIC SPECIAL CONDITIONS that were Identified by this appraiser during the Inspection of the aubJect propeRy, the comparables sales, and their nalghborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This Is not a home Inspection service. This Ia an appraisal to estimate market value. _7. The subject is located In a rural area and is less than 25°/. built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _4. The predominant value In the neighborhood Is less than that of the market value of the subject property. This is due to tho very wide tango of value of proportles In the area and superior quality of the subject property. _5. The aubJect property Is located In a F.E.M.A. Identified Flood Zone. Flood Insurance coverage Is required and suggested. _8. Dampness Is noted in the basement of the subject. Standing or running water was not present on basement floor. This eondiflon Is considered typical In dwellings of this style. _7. The subJoet property Is serviced by private well and/or septic systems which is common for the area. _x_8. Tha aubJect Is older than flve(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior Inspection to be in working order. No warranties are implied in this statement. _9. Repair Items were noted in the comments section of the report. These comments on repair Items are for descriptive purposes only and are not required repairs. The Items listed are cosmetic In nature. _10. The basement floor is a dirt floor. This condition Is common and typical for the area. and does not pose a health or safety hazard. 11. The aubJect property does contain functional obsolescence as noted in the report. This condition is eonsldered typical and common for the area and this style dwelling. _ _72. The land value exceeds 30'/. of total value due to the high demand for vacant land In this neighborhood. This condition Is considered common and typical for the neighborhood. _x_13. The land value exceeds 30Y. of total value. This Is due to the large size of the site. This condition Is considered to be typical and common. _74. Individual adjustments were required that exceed 15°h. These adjustments were required due to lack of more similar comparables on that Individual rating. All comparables used are the best available. _x_15. Total adjustments exceed 25'/.. This Is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used era the best available. _z_16. One or more comparable sales are older than six(8) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(8) months have to be used. All comparables used are the best available. _17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties In the Immediate area, none have sold recently. Therefore, It was necessary to use comparable sales outside of the Immedlats area. All comparables used are located In similar nalghborhoods and within the same marketing area. All comparebles used are the beat available. , _18. The electrical system was not connected during Inspection. _79. The water service was not connected during Inspection. _20. The heating system was shut down during Inspection. _21. Rooflng_Plumbing_Electrical_Heating_certification(s) is/are suggested. _22. Inground swimming pool-, out bulldinga_are included_,not included according to lender's guidelines. _23. According to landola guidelines a maximum of acres were eonsldered for this valuation. Remaining acreage was given no value. ****""'*** QUALIFICATIONS ********* _24. The subject property Is located on a private road. _25. Wood Infestation Inspection is suggested. _x_28. Last recorded deed transfer: Date_518/68 ,Consideration: 51.00 _27. Proposed construction/renovation in accordance to plans and speciflcatlons to be completed In a workman-like manner. _28. Seller Is paying part or all of closing costs. _x 29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability In the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. File No. 01-0601 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected Dy undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. 'Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of haditian or law in a market area; these costs are readily identifiable since the seller pays these vests in virtually all sales hansactions. Special a creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar far dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing a concessions based on the Appraiser's judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the fdbwing conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reads of the repot in visualizing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraise is not a surveys, he a she makes no guarantees, express a implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid g they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (Including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that wee hxnished by othe parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, a alterations on the assump0on that completion of the improvements will be performed in a workmanlike manna. 10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations ar the tirm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state a federally approved financial institution; or any department, agency, or instrumentality of the United States or any state or the District of Columbia; except that the lenderlc6ent may distribute the property descr(ption section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, pubic relations, news, sales, or other media. Freddie Mac Fam 4396.93 Page 1 of 2 Fannie Mae Form 1004B 6.93 File No. 01-0601 APPRAISERS CERTIFICATION: TheAppraisacertifiesandagreesthat: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for wnsideration in the sales comparison analysts and have made a dollar adjustment when appropriate to reflect the market reaction to those Items of significant variation. If a significant Item in a comparable property is superior to , or more favorable than, the subject property, 1 have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is Inferior to, or less favorable than the subject property, I have made a positive adjustment to inorease the adjusted sales price of the comparable. 2. I have taken Into consideration the factors that have an Impact on value in my development of the estimate of market value In the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject onty to the contingent and limiting wnditbns specified in this form. 4. I have no present or prospective Interest in the property that Is the subject to this report, and I have no present or prospective personal Interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis andlor the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property. 5. I have no present or contemplated future Interest in the subject property, and neither my current or future employment nor my compensation for perfuming this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, a the need to approve a specific mortgage ban. 7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing flme noted In the neighborhood section of this report, unless I have otherwise stated in the reconciliaton section. 8. I have personally Inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments fa these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual a individuals in the pertamance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any item in the report; thaefae, g an unauthaaed change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsiNlity fa the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 768 West South Street, Carlisle, PA 17013 APPRAISER: Signature: ° Name: Cassandra J. Crockett Date Signed: 7!30/2001 State Certification #: RL-001348-L a State Ucense #: State: PA Exp'vation Date of Certification a License: SUPERVISORY APPRAISER (only if required) Signatae: ~~'-' ~~~ Name: Steven W. Barrett, SRPA, SRA , Date Signed: 7/30/2001 State Cert~cation 8: GA-000298-L a State license#. RB-028821-A State: PA Fxpiafion Date of Certification a License: ^X Did ^ Did Not Inspect Property Certified General Appraiser Freddie Mac Fam 439 693 Page 2 of 2 Fannie Mae Fam 100488.93 ' .§ 255-13 ZONING § 255-15 (3) Lot width. The measurement at the minimum building setback line, unless otherwise stated. (4) Setback line. The measurement to this shall extend perpendicular to the street line. (5) Street line. The measurement to this shall extend perpendicular to and equidistant from the cartway center line, unless otherwise dedicated. C. In an interpretation of the language of this chapter to determine the extent of the restriction upon the use of a property, the language shall be interpreted, where doubt exists as to the intended meaning of the language written and enacted by the Borough Council, in favor of the property owner and against any implied extension of the restriction. However, where rights are granted with respect to a nonconforming use or other preexisting nonconformity, such rights should be strictly construed against the landowner. [Added 8-10-1989 by Ord. No. 1637, approved 8-10-1989] ARTICLE III R-1 Low Density Residential District § 255-14. Intent. The intent of the R-1 Low Density Residential District is to: A. Provide for low-density residential areas where the predominant uses are single-family detached houses. B. Protect these areas from incompatible uses. § 255-15. Uses permitted by right. In the R-1 District, land, buildings or premises shall be used by right for one (1) of the following uses but for no others: A. Single-family detached dwelling. 25555 ~ - ze -sa § 255-18 'CONING § 255-19 255-18. Area and bulk regulations. The following regulations shall be observed: A. Lot area: ten thousand (10,000) square feet minimum if served by public water and public sewer service, otherwise see § 255-174. B. Building setback line: forty (40) feet minimum for principal and accessory structures and uses. C. Lot width at street line: forty-five (45) feet minimum, except one hundred twenty-five (125) feet mirrimum for any lot with a driveway entering onto an arterial street or if a lot area of one (1) acre or more is required. D. Lot width at minimum setback line: seventy-five (75) feet minimum. E. Building coverage: thirty percent (30%) maximum. F. Impervious coverage: fifty percent (50%) maximum. G. Rear yard: twenty-five (25) feet minimum for principal buildings and five (5) feet for accessory structures and uses. H. Side yards: ten (10) feet minimum each side for principal buildings and ten (10) feet each side •for accessory structures and uses. (See § 255-167 for corner lots.) I. Maximum building height: thirty-five (35) feet or two and one-half (21/z) stories, whichever is less. J. Minimum building length and width: sixteen (16) feet each for any single-family detached dwelling. § 255-19. Additional setbacks for dwellings. Any new principal building including one (1) or more dwelling units shall be set back the following distances from the following features: A. Seventy (70) feet from the zoning boundary of an industrial district. 25557 ~ _ 25 _ ~ § 255-19 CARLISLE CODE § 255-22 B. Seventy (70) feet from the existing right-of--way of an expressway. C. Forty (40) feet from the existing right-of--way of an arterial street. § 255-20. Additional requirements. The following additional requirements shall apply: A. Off-street parking regulations: see Article XXI. B. Requirements for specific uses: see Article XX. C. Corner lots: see § 255-167. ARTICLE N ft-2 Medium Density Residential District § 255-21. Intent. The intent of the R-2 Medium Density Residential District is to: A. Provide for the orderly expansion of areas that offer residential neighborhoods at a medium density. B. Carefully control the types of housing to ensure compatibility with existing houses. C. Carefully protect these areas from uses that may not be fully compatible. § 255-22. Uses permitted by right. In any R-2 District, land, buildings or premises shall be used by right for pne (1) of the following, but for no other: A. Single-family detached dwelling. B. Single-family semidetached dwelling. C. Crop farming. 25558 v - zs - es LINDEN HALL ANTIDUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 July 18, 2001 T0: Stanley A. Smith Attorney At Law Rhoads & Sinon LLP 1 South Market Square P O Box 1146 Harrisburg, Pa 17108-1146 G FROM: William G. Rowe Appraiser 211 Old Stone House Road Carlisle, Pa. 17013 RE: Personal Property Appraisal Estate of Edna C. Goldstein 768 West South Street Carlisle, Pa. 17013 PAGE DINING ROOM 10 Piece Dining Room Set $ 550.00 Antique Mirror 110.00 Cup/Saucer Collection 60.00 Linens 20.00 Tea Set- Silverplate 25.00 Floor Lamp 10.00 Tea Cart 120.00 Candlesticks, Pair- Sterling 45.00 Wine Decanter 30.00 Candy Dish- Sterling 20.00 Flatware 20.00 Prints 40.00 Trays/Bowls/Tea set- Silverplate 65.00 Salt/Pepper sets- Sterling 30.00 Stemware 30.00 Cruet 15.00 German Tea set 30.00 Dishes- Japan 10.00 Glassware 5.00 Glass Basket 15.00 KITCHEN Johnson Bros. Dishes- Partial set 20.00 Franciscan Dishes 40.00 Houseware 15.00 Refrigerator 85.00 Dish Washer 25.00 Misc. Dishes 10.00 FLatware/ Kitchen Items 20.00 Pots/Pans 10.00 Antique Bowls 45.00 Cup/Saucers 20.00 Step Stool 2.00 Prints 3.00 PAGE 3 PANTRY Cookware $ 8.00 Microwave 15.00 Stand 4.00 Small Appliances 7.00 DEN Desk/Chair 150.00 Lamp 5.00 Octagonal Table- 1920's 120.00 Windsor Chair 40.00 Floor Lamp 10.00 Prints 30.00 Decoy, Duck 50.00 HALLN Table 40.00 Lamp 15.00 Oak Chair 30.00 Mirror 80.00 Knick Knacks 10.00 Mirror, Small 10.00 LIVING ROOM Music Center/ T V 50.00 Lamp, Oriental 75.00 Floral Prints, Pair 100.00 French Style Chair 40.00 Chair, Victorian- Contemporary 30.00 Floor Lamp 10.00 Dog Figurine 75.00 Vase, Case Glass 30.00 Shoulder Height Sculpture 100.00 2 Chairs, Upholstered, As Is 40.00 Sofa, As Is 20.00 Night Stands, Pair 80.00 Lamps, Pair 40.00 Foot Stool 45.00 Brass Candlesticks 30.00 Knick Knacks 25.00 Bookcase 20.00 Books 30.00 Knick Knacks 65.00 Books 25.00 Figurine- Royal Doulton- Balloon Seller 100.00 PAGE 4 HALL Mirror $ 75.00 Table 85.00 BEDROOM Bedroom Set- Hitchcock 450.00 Mirror 10.00 Carnival Dishes 10.00 Costume Jewelry 65.00 Lamp 5.00 Prints 10.00 Bedroom Chair 10.00 Stand 10.00 Walker 5.00 Lamp 10.00 HALL CLOSET Linens 20.00 BEDROOM Bedroom Set 400.00 Chair 20.00 Lamp 10.00 Lamp 8.00 Prints 40.00 Candle Stand 10.00 Chair, Upholstered 10.00 Knick Knacks 20.00 BEDROOM Cherry Bedroom Set- 5 Piece 650.00 Lamps (2) 20.00 Floor Lamp 5.00 Rug 20.00 Victorian Style Chair 40.00 T V 45.00 Knick Knacks 40.00 Arm Chair 60.00 PAGE 5 ATTIC Christmas Items Housewares RARF.MF.NT File Cabinet Freezer Kitchenwares Table Cookbook Ironing Board/Iron $ 20.00 10.00 10.00 45.00 20.00 6.00 10.00 8.00 TOTAL $5495.00 _- ~ ~ William G. Rowe .. ,. LAW OFFICES COHEN, SHAPIRO, POLISHER, SHIEKMAN & COHEN TWENTY-SECOND FLOOR, PHILADELPHIA SAVING :UND BUILDING PHILADELPHIA, PENNSYLVA NIA 1910 HYI+IAN AND EDNA GOLDSTEIN CHARITABLE ANNUITY TRUST THIS INDENTURE OF TRUST to be known as the "HYMAN and EDNA GOLDSTEIN CHARITABLE ANiQUITY TRUST". made this 5th day of November 198D, between HYDIAN GOLDSTEIN, of Carlisle, Pennsylvania, and EDNA GOLDSTEIN'' of Carlisle, Pennsylvania, of the first part, hereinafter referred to as the "GRANTORS", and HYMAN GOLDS=EI_N, of the aforesaid City and State, and EDNA GOLDSTEZN~,of the aforesaid City and State, of the second part, hereinafter referred to as the "TRUSTEES". W I ^1 N E S S E T H I. That the GRANTORS hereby transfer to the TRUSTEES all monies, investments, securities and property (the receipt whereof is hereby acknowledged) described in a certain Schedule hereto attached, marked Schedule "A", and to be deemed a part of this Indenture, which said monies, investments, securities, real estate and property of every kind and nature of the Trust hereby created, and such as may hereafter be added by the GRANTORS, in trust nevertheless, for the uses and purgoses and with the powers hereinafter set forth. II. The TRUSTEES shall hold, invest and reinvest the principal of the trust estate, coiiect the income therefrom, pay all taxes and other charges that may be made properly against the trust estate, and distribute the principal and income thereof as follows: A_ The TRUSTEES shall pay in equal shares, to the GRANTORS, or to the survivor of them, in each taxable year of the trust during their lives, an annuity amount equal to ten (].0%) per cent of the initial net fair market value of the assets constituting the trust. In determining such value, assets shall be valued at their values as finally determined for Federal tax purposes. If the initial net fair market value of the assets constituting the trust, is incorrectly determined by the fiduciary, -1- LAW OFFICES '~ COHEN, SHAPIRO, POLISHER, SHIEKMAN & COHEN then within a reasonable period after such final .determination, the TRUSTEES shall. pay to the GRANTORS in the case of an under-valuation, or shall receive from the GRANTORS in the case of an over-valuation, an amount equal to the difference between the annuity amount properly payable and the annuity amount actually paid. The annuity amount shall be paid in equal, quarterly installments from income, and to the extent that in- come is not sufficient, from principal. Any income of the trust for a taxable year in excess of the annuity amount shall be added to principal. In determining the annuity amount, the TRUSTEES shall pro-rate the same, on a daily basis for a short taxable year and for the taxable year of their respective deaths. No additional contributions shall be made to the trust after.the initial contribution. B. Upon the death of the survivor of the GRANTORS, the TRUSTEES shall distribute the then principal and income of the trust, other than any amount due to the GRANTORS to the DICKINSON SCHOOL OF LAW, Carlisle, Pennsylvania. An appropriate acknowledgement of this gift shall be made. If the charitable recipient is not an organization described in Sections 170(b)(1)(A), 2055(a) and 2522 (a) of -the Code at the time when any principal or income of the trust. is to be distributed to it, the TRUSTEES shall distribute such principal or income to one or moxe organizations then described in Sections 170 (b) (1)(A), 2055 (a) and 2522 (a) of the Code, as the TRUSTEES, in their sole discretion, shall select. I_II_.. In the event that any beneficiary of any trust estate, by reason of illness, age, incapacity or any other cause shall, in the TRUSTEES' opinion, be unable properly to receive and disburse the income and principal to which he or she may be entitled, the TRUSTEES, in their sole discretion, shall pay and apply the income and principal due such beneficiary to his or her comfortable maintenance and support, without the intervention of any guardian, and without being required to apply to any Court for leave to make such payments. $V, All shares and interests in the trust estate, whether principal or income, shall be held by the TRUSTEES at all times, free and clear from the control, alienation, pledge, anticipation, assignment and without being subject to the debts, contracts and engagements of the GRANTORS, now existing or here- after incurred or of the beneficiary or beneficiaries, or any of them. -2- LAW OFFICES COHEN, SHAPIRO, POLISHER, SHIEKMAN & COHEN V. This .Trust shall be irrevocable and not subject to any amendment or alteration. VI. The GRANTORS reserve the right to designate, dur- ing their lifetimes,.a substitute TRUSTEE or TRUSTEES, in the event of a vacancy in the office of TRUSTEE due to the death, resignation or inability to serve of a TRUSTEE prior to the termination of the trust estate created hereunder. VII During the continuance of this trust and at the end thereof, for the purpose of making final distribution, the TRUSTEES and their successors and assigns shall have and possess the following powers, without liability for depreciation in value or loss: A. To sell and convey all or any part of any real estate which may at anytime become part of the subject matter of this trust, at public or private sale, at such time or times, for such price or prices and upon such terms as to cash and credit as they may deem proper, free and clear of all trusts and limitations and without liability on the part of the purchaser or purchasers to see to the application of the pur- chase money and to satisfy of record any mortgage belonging to the trust estate. B. To retain, to hold unregistered, to sell, to invest in, to resell and to reinvest all or any part of the trust estate which may come into their hands in such a manner and in-such securities or other property, personal or real, and upon suer, terms and for such length of .time as the TRUS'T'EES shall deem for the best interests of the trust estate; it being intended hereby to give the TRUSTEES full and complete authority to hold, possess, manage, control, sell, convey, encumber, lease for any term, even if in excess of the term authorized by the Statute and extending beyond the term of the trust, invest and reinvest the whole and every part of the trust estate, without being confined to what are knocan as "legal in- vestments for fiduciaries" under the Laws of the Commonwealth of Pennsylvania, then in force, and without the exception that no portion of the fund shall be invested in mortgage participatinc certificates, bonds secured principally by real estate or what are commonly known as real estate bonds or pool mortgages. -3- ~ .. ~ LAW OFFICES COHEN, SHAPIRO, POLISHER, SHIEKMAN & COHEN C. To purchase or-sell any and all investments at a premium or discount, and to exercise any option to sub- scribe for stocks, bonds or other investments, and to grant options and proxies and to enter into voting trust agreements affecting any estate investments. D. Any other provisions of this instrument not- withstanding, the TRUSTEES shall distribute the trust income for each taxable year at such time and in such manner as not to become subject to the tax or undistributed income imposed by Section 4942 of the Internal Revenue Code of 1954, or corresponding provisions of any subsequent Federal Tax Laws. E. Except for the payment of the annuity amount to the GRANTORS, the TRUSTEES are prohibited from engaging in any act of self-dealing as defined in Section 4941 (d) of the Internal Revenue Code, which would subject the trust to tax under Section 4943 of the Code, from making any investments which would subject the trust to tax under Section 4944 of the Code, and from making any taxable expenditures, as de- fined in Section 4945 (d) of the Code. F. To borrow such sums of money as may be re- quired for the purpose of the trust estate and to secure the loan by a pledge of all or any part of the trust property, or mortgage, and to execute an accompanying bond authorizing the confession of judgment and plain or collateral notes, or other evidences of indebtedness. Persons or corporations advancing money to the TRUSTEES need not inqu5.re into the necessity, expediency or propriety of such a loan, nor see to the application of the money advanced. VIII_ The TRUSTEES shall have a first lien upon the trust estate for any tax, charge, claim or payment, which__they, as TRUSTEES, may be required to liquidate and discharge. IX. In the event of a vacancy in the office of TRUSTEE clue to the death, resignation or inability of either of the GRANTORS to serve in such capacity, EDWARD N. POLISHER,ESQUIRE shall fill such vacancy. X. All accountings made by the TRUSTEES hereunder shall be made in the Commonwealth of Pennsylvania, in any Court of competent jurisdiction in that State, chosen by the TRUSTEES, and all the questions pertaining to the validity, construction and administration of the trust hereby created. shall be determined under the Laws of the Commonwealth of Pennsylvania. -4-- ;- LAW OFFtC ES COHEN, SHAPIRO, POLISHER, SHIEKMAN &'COHEN XI. HYMAN GOLDSTEIN and EDNA GOLDSTEIN acknowledge receipt of the property listed in Schedule 'rA-';-and agree to perform their duties as TRUSTEES, in accordance with the fore- going conditions and limitations. IN WITNESS WHEREOF, HYMAII GOLDSTEIN and EDNA GOLDSTEIN, the GRANTORS, have hereunto set their hands and seals, and HYMA_N GOLD__STEIN and EDNA G_OLDSTEIN, the TRUSTEES, have hereunto .... set their haric~s and seals the~day and year first above written. SIGNED, SEALED AND DELIVERED. ZN.THE PRESENCE OF: ~, r~. C~''~~Zf~76-.G~+~ (SEAL) SEAL) EDNA GOLDSTE_INla/k/a EDNA G. GOLDSTEIN~GRANTORS ~ (SEAL) EDNA GOLDSTEINiajk/a EDNA C. GOLDSTEIN TRUSTEES -5- ''~ . _ q LAW OFFICES ' COHEN, SHAPIRO, POLISHER, SHIEKMAN & COHEN COMMONWEALTH OF PENP7SYLVANIA: ~~71~~ SS COUNTY OF ~µ~^^~'~''"Q'a'u~ _ Before me this S~ day of `1G~c~eJ 1980, the subscriber a Notary Public in and for the Commonwealth of Pennsylvania, residing in the_City and County of personally appeared the within named HYMAN GOLDSTEIN and EDNA GOLDSTEIN, the GR~INTORS, in the foregoing Indenture of Trust and acknowledged the same to be their act and deed, and desired the same might be recorded as such. WITNESS my hand and Notarial Seal the day and year aforesaid. -6- Commission Expires NOTARY PUBLIC Corlis!e, Cumberland County; Pa: My Commission Expires December b, 1980 .: s LAW OFFICES COHEN, SHAPLRO, POLISHER, SHIEKMAN & COHEN SCHEDULE "A" ~DSTEIN -7-' -~~ .,, .. EDNA C. GOLDSTEIN TRUSTEES l~~-dgi~- ~~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX 0!IVISION DEPT. 280601 HARRISBURG, PA 17128-0601 STANLEY A SMITH ESQt%~'= RHOADS & SINON PO BOX 1146 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~~ HBG PA, ,17108 REY-485 EX RFP (01-02) DATE 08-26-2002 ESTATE OF GOLDSTEIN EDNA C DATE OF DEATH 06-29-2001 FILE NUMBER 21 01-0651 COUNTY CUMBERLAND ACN 201 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -~ --------- ------------------------------------------------------------------------------------------- REV-483 EX AFP (01-02) ** NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ~* ESTATE OF GOLDSTEIN EDNA C FILE N0.21 01-0651 ACN 201 DATE 08-26-2002 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or• Territories of the United States (Excluding Discount and/or Interest) 4. Tatal Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: 73,742.40 257,239.56 .00 257,239.56 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID ^IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 SALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN 51, 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.) COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURI;, PA 17128-o6D1 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1567 ER ~FP (01-027 DATE 08-26-2002 ESTATE OF GOLDSTEIN EDNA C DATE OF DEATH 06-29-2001 FILE NUMBER 21 01-0651 } ~`~ - - COUNTY CUMBERLAND STANLEY A SMITH ESQ ACN 101 HOADS & SINON R Amount Remitted PO BOX 1146 HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT H OUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ --- ------------------- - ----------- ---------------------------------------------------------- REV-1547 EX AFP (01-021 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE -------------------- OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GOLDSTEIN EDNA C FILE N0. 21 01-0651 ACN 101 DATE 08-26-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 195 , 0 0 0 . 0 0 NOTE : To insure proper 2. Stocks and Bonds (Schedule B) (2) 1 , 591 , 202.39 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6 0,07 1.35 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) 236,905.67 8. Total assets (g) 2, 083,179.41 APPROVED DEDUCTIONS AND EXEMPTIONS: 111,557.41 9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) (9l 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34,477.92 ll. Total Deductions (11) 146.035.33 12. Net Value of Tax Return (12) 1,937,144.08 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 1 36,6 03.17 14. Net Value of Estate Subject to Tax (14) 1,800,540.91 NOTE: if an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) • 00 X 00 = . 00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00 17 .. Amount of Line 14 at Sibling rate (17) 7,000.00 X 12 = 840.00 18., Amount of Line 14 taxable at Collateral/Class B rate (18) 1,793,540.91 X 15 = 269,031.14 19.. Principal Tax Due (19)= 269,871.14 TAY f`DCIITTC• DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 09-28-2001 CD000325 12,631.58 240,000.00 03-27-2002 CD001005 .00 17,239.56 TOTAL TAX CREDIT 269,871.14 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A RFFl1Nn_ SFF REVERSE STOF OF TNTS FARM FOR TNSTRl1CTTnNS_] ROBERT H. LONG, JR.= JAMES H. CAWLEY SHERILL T. MOVER DEAN F. PIERMATTEI JAN P. PADEN KENNETH L. JOEL` RICHARD B.. WOOD DEBRA M. KRIETE LAWRENCE B. ABRAMS III= TODD J. SHILL J. BRUCE WALTER DAVID M. BARASCH LORI J. MCELROY JOHN P. MANBECK THOMAS J. NEHILLA FRANK J. LEBER KEVIN M. GOLD PAUL A. LUNDEEN CARL D. LUNDBLAD JACK F. HURLEY, JR. JAMES E. ELLISON DAVID B. DOWLING RICHARD E. ARTELL DAVID F. O'LEARY ROBERT J. TRIBECK DAVID O. TWADDELL TIMOTHY J. NIEMAN CHARLES J. FERRY PAUL 1. BRUDER, JR.` STANLEY A. SMITH JOANNE BOOK CHRISTINE JENS H. DAMGAARDZ AMY J. MENDELSOHN= DRAKE D. NICHOLAS MICHAEL W. WINFIELD' THOMAS A. FRENCH KATHRYN G. SOPHY` DEAN H. DUSINBERRE STEPHANIE E. DIVITTORE DONNA M.J. CLARK KATHLEEN D. BRUDER'•S CHARLES E.. GUTSHALL CHRISTYLEE L PECK PAUL F. WESSELL IOHN M. COLES SHAWN D. LOCHINGER HEATHER Z. KELLY 1 ALSO ADMITTED TO THE DIST RICT OF COLUMBIA BAR 2 ALSO ADMITTED TO THE FLORIDA BAR 3 ALSO ADMITTED 70 THE MARYLAND BA0. 4 ALSO ADMITTED TO THE NEW JERSEY BAR 5 ALSO ADMITTED TO THE NEW YORK BAR R~®AgDt~ ~e SIN®N LLP ATTORNEYS AT LAW TWELFTH FLOOR ONE SOUTH MARKET SQUARE P.O. BOX 1146 HARRISBURG, PA 17108-1146 TELEPHONE (717) 233-5731 FAX (717) 231-6698 EMAIL ydurham@rhoads-sinon.com W E B S I T E: www.rhoads-sinon.com October 28, 2002 OF COUNSEL HENRY W. BROADS ,..~ ~., - - - rLING VON ~~ ADS 3 (z~ ~ :LMAN ) ~~ ~ RSHOT ~jJ~f ~' ~ ivV ~~~ ). 1./- (~ 7 Your File No. 00651 of 2001 Re: Estate of Edna C. Goldstein Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Sir or Madam: C.~~~. /G~" ~ ~ G/~ Enclosed for your file is a Federal Estate Tax Closing Letter for the above captioned Estate. Very truly yours, BROADS & SINON LLP Enclosure 449090.1 By: Yvo e R. Durham Le Assistant FILE N0. 6221/01 ~r ~ ~ ~u..~.-- YORK: AFFILIATED OFFICE: LANCASTER: STE. 203, 1700 S. DI%IE HWY, BOCA BATON, FL 33432 TELEPHONE (717) 843-1718, FAX (717) 232-1459 TELEPHONE (561) 395-5595, FAX (561) 395-9497 TELEPHONE (717) 397-4431, FAX (717) 232-1459 ~~~ INTERNAL REVENUE SERVICE deli Internal Revenue Service Center ESTATE TAX CLOSING LETTER (NOT A BILL FOR TAX DUE) PATRICIA BOLDOSSER STANLEY A SMITH ESQ PO BOX 1146 HARRISBURG PA 17108 DEPARTMENT OF THE TREASURY 201 W. Rivercenter Blvd., Covington KY 41019 Date October 23, 2002 Estate of EDNA C GOLDSTEIN Decedent's Social Security Number: 174-05-1053 Date of Death: June 29, 2001 Person to Contact: Brian Kaufmann Contact Telephone Number: ~- 1-866-699-4083 -. Our computation of the Federal tax liability for the above estate is shown at the bottom of~his letter. It does not include any interest that may be charged. If you have made a request for discharge of personal liability under Section 2204 of the Internal Revenue Code, proof of request and payment of tax will discharge you from personal liability for the tax and any deficiency that may later beMound due. This letter and proof of payment, such as canceled checks or receipts, will establish that your personal liability for the tax has been settled. This letter is evidence that the Federal tax return for the estate has either been accepted as filed or has been accepted after an adjustment to which you have agreed. You should keep this letter as a permanent record. Your attorney may need it to close probate proceedings for the estate. This is not a formal closing agreement under Section 7121 of the Internal Revenue Code. We will not reopen this case unless Revenue Procedure 94-68 applies. Sincerely, • ~~~c~ Field Director, Cincinnati Compliance Service Center. TENTATIVE TAX ................................................ $621,559.62 LESS: TOTAL GIFT TAXES PAYABLE $0.00 (FOR GIFTS MADE AFTER 12/31/1976) UNIFIED CREDIT $220,550.00 CREDIT FOR STATE DEATH TAXES $73,742.40 CREDIT FOR FEDERAL GIFT TAXES $0.00 CREDIT FOR FOREIGN DEATH TAXES $0.00 CREDIT FOR TAX ON PRIOR TRANSFERS $0.00 TOTAL SUBTRACTIONS ............................................ $294,292.40 NET ESTATE TAX $327,267.22 GENERATION SKIPPING TRANSFER TAXES $0.00 TOTAL ESTATE TAXES ............................................ $327,267.22 16 CFR 601.105: Examination of ruurns and claims jot refund, credit, or obarement; duermination of correct tax liability. (Also Part 1. Section 7605: 301.7605-1) Rev. Prot 94-68 SECTION 1. PURPOSE The purpose of this revrnue procedure is to amplify, updatt, and restau the conditions set forth its Rev. Prot. 85-13, 1985-1 C.B. 514, under which a case closed after examination in the office of a District Director of Internal Rcvrnuc may be reopened to make an adjustmrnt unfavorable to the taxpayer. This revenue procedure also contains a list (not all inclusive) that desrn'bes (1) certain contacts by the Service with a taxpayer that do not constiwu an examination, inspxtian, or reopening of an examination, and (2) certain typo of cases in which reconsideration is twt considered a reopening of the case. SEC. 2. CIIANGES .Ol Section 4.02(6xd) is arrrended to reflect an increase under Sation 6405 of the Internal Revenue Code in the threshold arnotmt of ovcryaymrnt subject to Joint Comrrtitts review from 5200,000 to 51,000,000. .02 A new section 4.02(7) is added to clarify that certain contacts with Coordinated Examination Program ("CEP") taxpayers arc not considered exarrtirations or inspections of books of account for purposes of Section 7605(b). .03 A new sxtion 4.02(8) is added to pernrit a second inspection of a CEP taxpayers books of aaount with rapeet to a particular tax year under certain cirCUrrutanccs and conditions. .04 A new cation 4.02(9) is added to stau that a contact by the Service with a taxpayer pursuant to an Advance Pricing Agreernrnt ("APA") Profiling confcrcnct, or the evaluation and processing of an APA request, annual rcpor't, or rrnewal request under Rev. Prot. 91-22, 1991-1 CB. 526, is not an examination, inspection, or reoprning. .OS A new cation 4.02(10) is added to stau that an adjustment to a taxpayers income tax return arising from a distaepattry dixlosed doting ranpioyec Plans and Exempt Organiations compliance activities does not corutituu an examination, inspection, or roopcning if the adjustmrnt is not trtadt in conjunction with an examination of the taxpayer's income tax return. .06 A new section 4.02(11) is added to stau that a contact with a taxpayer to evaluau the taxpayers din processing and accounting systems in order to detcrtr»ne whether the taxpayer may limit its retention of machine-srnsible records, for purposes of Rev. Prot. 91-59, 1991-2 C.B. 841, is not an examination, inspection or rcoprning. SEC. 3. SCOPE This procedure pcrrairu to all cases, regardless of type of tvt, in which the prior audit and conference action, if any, did not extrnd beyond the jurisdiction of the office of the District Director. It doer not apply to cases previously closed afar consideration by Appeals Officer or District Counsels. Sk:C. 4. DEFINITIONS .01 Closed Cue: i I) A cast agreed at. the district Icvel is considered closed when the taxpayer is notified in writing, after district conference, if any, of adjustmcnu to tax liability or acceptance of the taxpayer's return without change. (2) An unagreed income, state, or gift tax case is considtred closed when the period for filing a petition with the United -States Tax Court specified in the statutory nctice of deficiency issued by the District Director expires and no petition was filed. (3) An unagreed excise or employment tax case is considered c:osed when the period for flmg a protest and requiting consideration by the Appeals Office specified in the preliminary letter expiry and no protest or request for Appeals consideration is filed. .02 Examinations, Inspections, and Reoprnings: (1) A contact with a taxpayer to correct mathematical or clerical errors is not an examination, irtspectian, or reopening. (2) A contact with a taxpayer to verify or adjust a discrepancy between the taxpayer's tax return and an infotrrtation return is not an examination, inspection, or reoprning. For this purpose, an information return includes a return and an amrndcd return filed by a partnership, fiduciary, or small business corporation. (3) A contact to verify a discrepanry disclosed by an information return thatching progrun may include inspection of the taxpayers books of account, to the extrnt nxessary to resolve the discrepancy, without being considered an examination, inspection, or reopening within the rneazting of Section 7605(b). A contact to verify an item of income shown on an information return to a tax return is not a verification of a discrepancy where such item of income is not required to be shown as a specific line iicm on a tax rennst. For example, insurance companies malting paymertts to a doctor of 5600 or more during a calendar year must fitrrtish a Form1099-MISC to the doctor. The doctor is only required to include that income'with other gross racipts on Schedule C, Form 1040. If the doctor reported gross receipts of a larger amount than the total amount of income shown on Form1099-MLSC, there would not be a disc~cpanry between the information returns and the income tax return. (4) A contact with an investor to verify the accuracy of, or the nsd for, a Tax Shelter Registration number is not an examination within the meaning of Section 7605(b). To the extrnt that the contact is to dcterrrrine the nerd for a Tax Shelter Registration number, the information sought would be limited to obtaining the name and address of the promoter. (S) The adjustntrnt of an unallowable item, or an adjusttnerrt resulting from other types of service center correction prog~artrs, is not consideed to be an examination. Therefore, a subsequent examination doer not consttuu a reopening of a case closed aflcr exarrtinadon. {6) Reconsideration of a case is not considered a reopening and, therefore, requires no approval or issuance of a form letter (DO/IS/SC) for. (a) cases involving Sxtion 1311; (b) casts involving the year of deduction of a net operating loss earry'oaek or similar type of carryback urda other provisions of the Code; (c) cases in which there have born involuntary conveisions and the taxpayer has not rxomputed his/her tax liability whrn helshe did not replace property within the time provided by Section 1033; or (d) cases involving an overpaymrnt in excess of 51,000,000, subject to review by the Joint Comrrritts on Taxation under Sec. 6405. (7) A contact with a CEP taxpayer requiting the written statcrrrents provided for in Rcv. Prot. 94-69, or norifying a taxpayer that it no longs qualifies for the Coordinated Examination Program, is not considered an examination. Therefore, any subsequrnt examination does not constitute a reopening. (8) in the case of a CEP taxpayer, the Service may inspect the taxpayers books of account with rapcct to tax periods nut currrntly undo examination in order to verify the accuracy of adjusttnrnts to an item or itcrns for those periods (a) in which the taxpayer made an "aceelrnted issuer resolution" request, or (b) in accordance with an "accelerated issr.e resolution" agreement between the Service and the taxpayer. See Acv. Prot. 94~i7. An inspection made pursuant to this Paragraph relating. to any tax period will not be considered m inspection or an examination and will not preclude a subsequertt inspection or examination of that tax period under Sec. 7605(b) provided the taxpayer so agrees in writing prior to the inspection made pursuant to this paragraph. (9) A contact by the Service with a ta~tpaver pursuant to an APA prcfiling conference, or the evaluation and processing of an APA request, annual report, or renewal request under Rev. Prot. 91-22, 1991- 1 C.B. 526, is not an examination, inspection, or reop~rting. (10) An adjustment to a taxpayds incottx tax retttm arising fiom a discrepancy disclosed dt:rirtg Employs Plans and ExerrtE+t Otganirations compliance actrvities as described in IRM 7(10)12, "Retunu Wi•.hin the Jurisdiction of Exarrrination Division", doer not consttuu an examination, tnspee5on, or reopening if the adjttstrrtrnt is not made in conjunction with an examination of the taxpayer's income tax return. A contact to verify a discrepanry betwern the income tx return and the books and records of an errptoyee plan or an exempt organiation may include inspection of the taxpayers income tax records to the extent necessary to verify the accurary of the discrepancy without being considered an exarrtutatian, inspection, or reopenirg within the ttteaning of Sec. 7605. (11) A contact with a taxpayer to evaluau the axpayer's data praessing and accamting systems in order to detcrminc whether the taxpayer may limit iu retrntion of machine-srnsible records, for purposes of Rcv. Prot. 91-59, 1991-2 C.B. 841, is not an examination, inspection, or reoprning. SEC. 5. POLICY .Ol The ktumal Revenue Service will not reoprn any case closed after examinution by a district office or service center to make an adjustrrrertt unfavorable to the taxpayer unless: (1) there is evidrnce of Saud, malfeasance, collusion, concealmrnt, or misrepresentation of a material fact; (2) the prior closing involved a clearly donned substantial error based on an established Service position cxistirg at the tirtte of the orcvious cxaminaton; a (3) other circumctaz:ces exist that indicau failure to reoprn would be a serious adrrrnisirative omision. .02 All rcoprnings must be approved by the Chief, Examination Division (District Director bt Streamlined Distrito), or Chief, Compliance Division, for cases undo his/her jurisdiction. If an additional itrspee5on of the taxpayer's books of account is necessary, the notice to the taxpayer required by Sa. 7605(b) must be signed by the Chief, Examinadtn Division (UistriM Director in Strramlined Districuj, or Chief, Compliance Ihvision, for cases undo his/her jurisdiction. SEC. 6. EFFECT ON OTHER DOCLTMENTS Rev. Prot. 85-13, 1985-] C.B. 514, is superseded. SEC. 7. EFFECTIVE DATE This revrnue procedure is effective October 31, 1994. A IN THE MATTER OF THE ESTATE ) IN THE COURT OF COMMON PLEAS OF O:E EDNA C. GOLDSTEIN, DECEASED ) CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.0651 YEAR OF 2001 APPROVAL OF ACCOUNT, RECEIPT, RELEASE, IlVDEMNIFICATION AND APPROVAL OF DISTRIBUTION TO BENEFICIARIES WHEREAS, Edna C. Goldstein (the "Decedent") died June 29, 2001, leaving a Will dated March 19, 1996 (the "Will"), which was duly probated in Cumberland County, Pennsylvania, on July 10, 2001; and WHEREAS, Decedent's nieces, SYLVIA DALLAS and PATRICIA BOLDOSSER, were appointed as Co-Executrices of the Estate ("Executrices") on the same date; and WHEREAS, Item THIRD of the Will bequeaths Decedent's personal effects and household articles to SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares; and WHEREAS, Item FOURTH of the Will bequeaths the rest, residue and remainder of Decedent's Estate to SYLVIA DALLAS and PATRICIA BOLDOSSER, in equal shares; and WHEREAS, SYLVIA DALLAS and PATRICIA BOLDOSSER (the "Beneficiaries") are the only parties in interest; and WHEREAS, death tax returns have been filed, taxes have been paid on all assets in the Estate, approval letters have been received from the Pennsylvania Department of Revenue and the Internal Revenue Service, and administration of the Estate is nearly complete; and WHEREAS, the Beneficiaries desire that distribution of the Estate be made without the expense, delay and formality of a court accounting; and 449509.1 WHEREAS, the Executrices are willing to consent to making such distribution upon receipt of a proper approval of account, receipt, release and indemnification, which it is the purpose of this Agreement to provide. NOW THEREFORE, the undersigned Beneficiaries, for themselves, their heirs, administrators, and assigns: 1. State that that have examined the First and Final Account and the Statement of Proposed Distribution attached hereto as Exhibit "A" (the "Account") and approve the transactions and distributions set forth or proposed therein (and the administration of the Estate generally) as though they were contained in a formal accounting which had been confirmed absolutely by the Court having jurisdiction over the Estate. 2. Waive the filing and auditing of the Account by any Court and agree that any Court having jurisdiction over the Estate may confirm the Account and Proposed Distribution. 3. Acknowledge receipt from the Executrices of the assets shown as being distributed to them in the Account or distributable to them in the Statement of Proposed Distribution in absolute payment and full satisfaction of the bequests to them. 4. Do hereby absolutely and irrevocably release, remise, quitclaim and forever discharge the said Executrices, their heirs and personal representatives, of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason of their actions as Executrices, as set forth in the Account. 5. Do hereby release all real estate of the Decedent and of the Executrices from all liens, claims, actions, suits, payments, accounts and demands whatsoever for or by reason of their actions as Executrices, as stated in the Account. -a- 6. Do hereby absolutely and irrevocably release the Executrices from filing any Account, Petition for Distribution or other document with the Court of Common Pleas of Cumberland Caunty, Pennsylvania, or in any other jurisdiction in connection with the Estate of the said Decedent. 7. Do hereby agree to indemnify the Executrices and hold them harmless, to the extent of the Estate assets received by the undersigned, from and against any and all claims, loss, liability or damage (including legal fees and costs) which they may suffer or to which they may be subjected by reason of the administration of the Estate or the distribution of the assets of the Estate without having formal approval of the Court of Common Pleas, Orphans' Court Division, of Cumberland County, Pennsylvania, or any other jurisdiction. 8. Do hereby agree that this Agreement may be signed and acknowledged by the parties hereto in counterparts and a complete set of executed counterparts, containing the signatures of both parties, shall constitute an original and complete instrument. This instrument shall be legally binding upon the undersigned and their heirs, administrators and assigns. IN WITNESS WHEREOF, the undersigned have hereunto set their hands and seals this -, U) k ~~~ Sy ` is Dallas Witness Patricia Boldosser - 3 - day of 1 ~ , 2002. 6. Do hereby absolutely and irrevocably release the Executrices from filing any Account, Petition for Distribution or other document with the Court of Common Pleas of Cumberland County, Pennsylvania, or in any other jurisdiction in connection with the Estate of the said Decedent. 7. Do hereby agree to indemnify the Executrices and hold them harmless, to the extent of the Estate assets received by the undersigned, from and against any and all claims, loss, liability or damage (including legal fees and costs) which they may suffer or to which they may be subjected by reason of the administration of the Estate or the distribution of the assets of the Estate without having formal approval of the Court of Common Pleas, Orphans' Court Division, of Cumberland County, Pennsylvania, or any other jurisdiction. 8. Do hereby agree that this Agreement may be signed and acknowledged by the parties hereto in counterparts and a complete set of executed counterparts, containing the signatures of both parties, shall constitute an original and complete instrument. This instrument shall be legally binding upon the undersigned and their heirs, administrators and assigns. IN WITNESS WHEREOF, the undersigned have hereunto set their hands and seals this ~,/t,C day of ~~, 2002. Witness V` i ess Sylvia Dallas ~, ~ /~ + Patricia Bold ser - 3 - COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF ~u~~ /g~-« ~~~~~ ) On this, the ~~ ~ day of ~ou~t~~<- , 2002, before me, a Notary Public, the undersigned officer, personally appeared SYLVIA DALLAS, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) _,__~_.~_. ---~~otarial s~a3 Kenneth L Schlegel, Notary Public Hampden Twp., Cumberland County My Commission Expires Apr. 4, 2005 Member PP,!ifl~~d!vania Assxiation of Notaries My Commission Expires: COMMONWEALTH OF PENNSYLVANIA ) SS: COUNTY OF ) On this, the ~~ day of 1 `~ 0 y tc~.1~./, 2002, before me, a Notary Public, the undersigned officer, personally appeared PATRICIA BOLDOSSER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrtunent, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. No Public My Commission Expires: (S Notarial Seal '(Faces L. Zygmunt, Notary Public Carlisle Boro, Cumberland County My Commission Expires Sept. 6, 2004 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00651 of 2001 FIRST AND FINAL ACCOUNTING OF SYLVIA DALLAS AND PATRICIA BOLDOSSER, Co-Executrices For ESTATE OF EDNA C. GOLDSTEIN, DECEASED Date of Death: Date of Appointment: Date of First Complete Advertisement of Letters: June 29, 2001 July 10, 2001 July 20, 2001 Accounting for the Period: June 29, 2001 to September 30, 2002 Purpose of Account: SYLVIA DALLAS and PATRICIA BOLDOSSER, Co-Executrices, offer. this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It i:~ important that the account be carefully examined. Requests for additional information, or questions, or objections, can be discussed with: Stanley A. Smith, Esquire Rhoads & Sinon LLP One South Market Square 12th Floor P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Exhibit "A" 449619.1 Principal Receipts Net Loss on Sales or Other Dispositions Less Disbursements: Debts of Decedent Funeral Expenses Administrative Expenses Federal & State Taxes Fees & Commissions Balance Before Distributions Less Distributions to Beneficiaries Principal Balance On Hand For Information: Investments Made Unpaid Expenses Unrealized Gains and Losses Income Receipts Net Loss on Sates or Other Dispositions Less Disbursements: Balance Before Distributions Less Distributions to Beneficiaries Income Balance on Hand For Information: Investments Made Unpaid Expenses Unrealized Gains and Losses Combined Balance on Hand Edna C. Goldstein Summary of Account Page 1 $ 1, 846, 354.39 g (108,306.22) $ 1,738,048.17 15 $ 34,856.77 4,182.82 56,199.60 584,506.78 52,075.00 731,820.97 $ 1,006,227.20 19 818.805.78 24 S 187,421.42 25 34 35 36 $ 25, 527.95 47 0.00 $ 25,527.95 48 0.00 $ 25, 527.95 49 0.00 50 S 25.527.95 51 52 53 $ 212,949.37 Page 1 (1) Edna C. Goldstein Receipts of Principal Cash and Cash Equivalents M & T Bank Checking Acct. #414859 Freedom Cash Management Fund, Tucker Anthony Acct. #DSH-007817 Total Cash and Cash Equivalents No. of Shares Stocks 3,000 General Elec Co Gammon New York Stock Excha 90 Goodyear Tire & Rubr Co Common New York Stock Excha 750 Intertan Inc Common New York Stock Excha 9,000 Radioshack Corp Common New York Stock Excha Total Stocks Par Value Bonds, Debentures & T-Bills 10,000 West Chester PA Area Mun Auth WTR REV B OTC Interest to Date of Death Total Bonds, Debentures ~ T-Bills Miscellaneous 212.3 Capital Blue Cross, refund of unused premium Inventory Value 06/29/2001 21,701.77 22,029.12 $ 149,355.00 2,551.50 9,937.50 272,520.00 $ 10,350.10 140.56 $ 212.30 S 43,730.89 434,364.00 10,490.66 Page 1 (1) Receipts of Principal (Continue. , Miscellaneous 82.06 Combined Insurance Company Refund of unused premium 3.68 Comcast Cable Refund 1,266.17 Hyman and Edna Goldstein Charitable Remainder Annuity Trust - prorated interest due decedent as life tenant 131 PA Department of Revenue, refund due, decedent's final PA 40 346 Pennsylvania General Insurance Company, return of homeowner's premium 18.33 Southern Progress, refund for unused magazine subscription 300 U.S. Treasury Tax rebate check 5„495 Household and personal articles 41.8 Union Fidelity Insurance Company, refund of unused premium, Medicare Supplement policy 32.12 Union Fidelity Life Insurance Company Refund of unused premium 412 8 US Treasury, refund due on , decedent's final 1040 Total Miscellaneous Inventory Value 06/29/2001 $ 82.06 3.68 1,266.17 131.00 346.00 18.33 300.00 5,495.00 41.80 32.12 8,412.00 s 16,340.46 Page 2 C2) Receipts of Principal (Continue. , Inventory Value Real Property 06/29/2001 195,000 Residence, 768 West South Street, Carlisle, PA, more particularly described in Deed dated May 6, 1968, and recorded in the Cumberland Co. Recorder of Deeds' Office at Bk. T22, P. 461, et seq. $ 195,000.00 Total Real Property No. of Shares Mutual Funds 11,782.645 AIM Equity Fds Inc Blue Chip C1 B Mutual Funds, Money $ 152,703.08 7,666.771 AIM Equity Fds Inc Charter Fd C1 B Mutual Funds, Money 95,681.30 942.912 AIM Equity Fds Inc Constelln Cl B Mutual Funds, Money 22,026.42 27 First Trust Insured Mun. Bonds Multi St Ut 179PA 45S 25,989.39 Interest to Date of Death 988.74 50 First Trust Insured Mun. Bonds Multi ST UT 259 PA 70 S 50,593.00 Interest to Date of Death 1,479.50 33 First Trust Insured Mun. Bds Multi ST UT 267PA 73S 33,577.50 Interest to Date of Death 957.99 7p Insured Mun Income UT Ser 314 M oTC 68,231.80 Dividend at Date of Death 245.00 s ~ ss,ooo.oo Page 3 (3) Receipts of Principal (Continue , No. of Shares Mutual Funds 50 Insured Municipals Income TR UT Ser 354 M OTC Dividend at Date of Death 262 Nuveen Tax Exempt Unit TR PA UT SER 174 M Dividend at Date of Death 193 Nuveen Tax Exempt Unit TR PA UT SER 186 M OTC Dividend at Date of Death 22$ Nuveen Tax Free UT TR INSD PA UT SER 231 Dividend at Date of Death 435 Nuveen Tax Free Unit TR PA UT SER 237 M OTC Dividend at Date of Death 2,769.969 Nuveen Invt Tr Grth&Inc Stk B 3,026.078 Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money 100 Pennsylvania Insured Municipals Income TR UT SER 133S Dividend at Date of Death 15 Pennsylvania Insured Municipals Income TR UT SER 152S Dividend at Date of Death Inventory Value 06/29/2001 $ 51,547.00 192.50 25,964.20 273.87 20,008.31 106.44 21,721.56 104.40 41,151.00 195.88 67,088.65 100,738.14 11,587.50 331.00 10,115.63 481.05 Page 4 (4) Receipts of Principal (Continue_, No. of Shares Mutual Funds 15 Pennsylvania Insured Municipals Income TR UT SER 157MP Dividend at Date of Death 7 Pennsylvania Insured Municipals Income TR UT SER 1695 Dividend at Date of Death 20 Pennsylvania Insured Municipals Income TR UT SER 171s Dividend at Date of Death 31 Pennsylvania Insured Municipals Income TR UT SER 177M Dividend at Date of Death 35 Pennsylvania Insured Municipals Income TR UT SER 180M Dividend at Date of Death 15 Pennsylvania Insured Municipals Income TR UT SER 187M Dividend at Date of Death 40 Pennsylvania Insured Municipals Income TR UT SER 189M Dividend at Date of Death 25 Pennsylvania Insured Municipals Income TR UT SER 2 04M Dividend at Date of Death Inventory Value 06/29/2001 8,908.59 141.75 7,016.66 271.81 16,279.20 651.00 30,650.94 428.42 34,040.65 466.55 15,588.60 57.15 42,061.60 154.80 25,494.75 91.25 Page 5 (5) Receipts of Principal (Continue_, No. of Shares Mutual Funds 20 Pennsylvania Insured Municipals Income TR UT SER 211M Dividend at Date of Death 48 Pennsylvania Insured Municipals Income TR UT SER 217M Dividend at Date of Death 10 Pennsylvania Insured Municipals Income TR UT SER 220M Dividend at Date of Death 100 Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC Dividend at Date of Death 5 Pennsylvania Insured Municipals Income TR UT SER 81 S Dividend at Date of Death 5 Pennsylvania Insured Municipals Income TR UT SER 84S Dividend at Date of Death 20 Pennsylvania Insured Municipals Income TR UT SER 89S Dividend at Date of Death 6 Pennsylvania Insured Municipals Income TR UT SER 99M Dividend at Date of Death Inventory Value 06/29/2001 $ 19,716.00 69.00 49,839.36 178.56 10,143.00 37.00 28,708.00 392.00 557.10 21.15 1,493.45 54.00 3,209.40 113.60 1,014.75 14.04 Page 6 (6) Receipts of Principal (Continues , No. of Inventory Value Shares Mutual Funds 06/29/2001 5 Pennsylvania Insured Municipals Income TR UT SER 99S $ 845.63 Dividend at Date of Death 28.45 1,819 Voyageur Mut Fds Iii Inc Aggrssve Gwth B Mutual Funds, Money 43,528.67 Total Mutual Funds Total Inventory Receipts Subsequent to Inventory 80.65 0~/3o/2ooi Real estate tax allocation due Estate from Patricia Boldosser, the beneficiary to whom the residence was distributed Total Receipts Subsequent to Inventory Total Receipts of Principal $ 80.65 S 1,146,347.73 $ 1,846,273.74 8o.ss S 1,846,354.39 Page 7 (7) Edna C. Goldstein Gains and Losses on Sales or Other Dispositions of Principal Net Gain 08/01/2001 Sale 2,769.969 Shares Nuveen Invt Tr Grth&Inc Stk B Inventoried at $ 67,088.65 Net Proceeds 63,795.69 $ 08/02/2001 Sale 7,666.771 Shares AIM Equity Fds Inc Charter Fd C1 B Mutual Funds, Money Inventoried at Net Proceeds 08/02/2001 Sale 942.912 Shares AIM Equity Fds Inc Constelln C1 B Mutual Funds, Money Inventoried at Net Proceeds 08/02/2001 Sale $ 95,681.30 89,366.03 $ 22,026.42 20,480.63 50 Units First Trust Insured Mun. Bonds Multi ST UT 259 PA 70 S Net Proceeds $ 50,945.10 Inventoried at 50,593.00 $ 08/02/2001 Sale 1,200 Shares General Elec Co Common New York Stock Excha Inventoried at ; 59,742.00 Net Proceeds 51,727.71 08/02/2001 Sale 90 Shares Goodyear Tire & Rubr Co Common New York Stock Excha Inventoried at $ 2,551.50 Net Proceeds 2,444.51 352.10 Net Loss 3,292.96 6,315.27 1, 545.79 8,014.29 106.99 Page 1 (8) Gains and Losses .i Sales or Other Dispositions of . ~ncipal (Continued) Net Gain Net Loss 08/02/2001 Sale 70 Shares Insured Mun Income UT Ser 314 M OTC Net Proceeds ; 68,495.00 Inventoried at 68,231.80 ; 263.20 08/02/2001 Sale 50 Shares Insured Municipals Income TR UT Ser 354 M OTC Net Proceeds ; 52,031.60 Inventoried at 51,547.00 484.60 08/02/2001 Sale 750 Shares Intertan Inc Common New York Stock Excha Inventoried at ; 9,937.50 Net Proceeds 9,200.74 08/02/2001 Sale 262 Shares Nuveen Tax Exempt Unit TR PA UT SER 174 M Net Proceeds ; 26,032.66 Inventoried at 25,964.20 68.46 08/02/2001 Sale 228 Shares Nuveen Tax Free UT TR INSD PA UT SER 231 Net Proceeds ; 21,924.14 Inventoried at 21,721.56 202.58 08/02/2001 Sale 435 Shares Nuveen Tax Free Unit TR PA UT SER 237 M OTC Net Proceeds ; 41,572.40 Inventoried at 41,151.00 421.40 736.76 Page 2 (9) Gains and Losse. ~n Sales or Other Dispositions of .incipal (Continued) Net Gain Net Loss 08/02/2001 Sale 100 Shares Pennsylvania Insured Municipals Income TR UT SER 1335 Net Proceeds 3 11,737.10 Inventoried at 11,587.50 S 149.60 08/02/2001 Sale 15 Shares Pennsylvania Insured Municipals Income TR UT SER 1525 Net Proceeds S 8,813.15 Inventoried at 8,763.23 49.92 08/02/2001 Sale 5,300 Shares Radioshack Corp Common New York Stock Excha Inventoried at S 160,484.00 Net Proceeds 151,324.77 08/16/2001 Collection Real estate tax allocation due Estate from Patricia Boldosser, the beneficiary to whom the residence was distributed Net Proceeds S 80.65 Carried at 80.65 08/27/2001 Collection Union Fidelity Life Insurance Company Refund of unused premium Net Proceeds = 32.12 Carried at 32.12 08/29/2001 Collection Combined Insurance Company Refund of unused premium Net Proceeds S 32.92 Carried at 32.92 S 9,159.23 Page 3 (10) Gains and Losse: n Sales or Other Dispositions of . ~ncipal (Continued) Net Gain Net Loss 08/29/2001 Collection U.S. Treasury Tax rebate check Net Proceeds ; 300.00 Carried at 300.00 09/20/2001 Collection Combined Insurance Company Refund of unused premium Net Proceeds $ 49.14 Carried at 49.14 09/21/2001 Collection Comcast Cable Refund Net Proceeds ; 3.68 Carried at 3.68 10/10/2001 Collection Pennsylvania General - Insurance Company, return of homeowner's premium Net Proceeds ; 346.00 Carried at 346.00 10/19/2001 Collection Capital Blue Cross, refund of unused premium Net Proceeds ; 212.30 Carried at 212.30 10/19/2001 Collection Union Fidelity Insurance Company, refund of unused premium, Medicare Supplement policy Net Proceeds ; 41.80 Carried at 41.80 12/10/2001 Capital Gain Distribution Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money Net Proceeds ; 160.59 Inventoried at 0.00 $ 160.59 Page 4 (11) Gains and Losses. ~n Sales or Other Dispositions of _ .incipal (Continued) Net Gain Net Loss 02/11/2002 Sale 11,782.645 Shares AIM Equity Fds Inc Blue Chip C1 B Mutual Funds, Money Inventoried at $ 152,703.08 Net Proceeds 125,343.85 $ 27,359.23 02/11/2002 Sale 1,800 Shares General Elec Co Common New York Stock Excha Inventoried at $ 89,613.00 Net Proceeds 65,786.90 23,826.10 02/11!2002 Sale 3,031.146 Shares Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money Inventoried at S 100,898.73 Net Proceeds 88,951.06 11,947.67 02/11/2002 Sale 2,700 Shares Radioshack Corp Common New York Stock Excha Inventoried at $ 81,756.00 Net Proceeds 73,037.17 8,718.83 02/11/2002 Sale 1,819 Shares Voyageur Mut Fds Iii Inc Aggrssve Gwth B Mutual Funds, Money Inventoried at $ 43,528.67 Net Proceeds 34,191.38 9,337.29 02/27/2002 Collection Southern Progress, refund for unused magazine subscription Net Proceeds $ 18.33 Carried at 18.33 Page 5 (12) Gains and Losse.. ~n Sales or Other Dispositions of _ rincipal (Continued) Net Gain Net Loss 04/25/2002 Collection Hyman and Edna Goldstein Charitable Remainder Annuity Trust - prorated interest due decedent as life tenant Net Proceeds $ 1,266.17 Carried at 1,266.17 05/10/2002 Sale PA Department of Revenue, refund due, decedent's final PA 40 2002 refund was applied to 2001 underpayment penalty Net Proceeds $ 131.00 Carried at 131.00 05/21/2002 Sale 15 Shares Pennsylvania Insured Municipals Income TR UT SER 157MP Inventoried at $ 1,418.19 Net Proceeds 1,345.50 $ 72.69 05/21/2002 Sale 5 Shares Pennsylvania Insured Municipals Income TR UT SER 81 S Inventoried at $ 557.10 Net Proceeds 552.45 4.65 05/21!2002 Sale 5 Shares Pennsylvania Insured Municipals Income TR UT SER 84S Inventoried at S 1,493.45 Net Proceeds 1,481.15 12.30 05/21/2002 Sale 20 Shares Pennsylvania Insured Municipals Income TR UT SER 895 Inventoried at $ 3,209.40 Net Proceeds 3,185.00 24.40 Page 6 (13) Gains and Losse.. ~n Sales or Other Dispositions of _ : incipal (Continued) Net Gain 05/21/2002 Sale 6 Shares Pennsylvania Insured Municipals Income TR UT SER 99M Net Proceeds ; Inventoried at 05/21/2002 Sale 5 Shares Pennsylvania Insured Municipals Income TR UT SER 99S Net Proceeds s Inventoried at 1,023.36 1,014.75 S 852.80 845.63 Total Gains and Losses Net Loss 8.61 7.17 S 2,168.23 Net Loss S 110,474.45 S 108,306.22 Page 7 (14) Edna C. Goldstein Disbursements of Principal Date Paid Claims presented, allowed, paid, credited and appearing in the Summary Statement 07/27/2001 Borough of Carlisle Utilities to residence $ 21.52 07/27/2001 Comcast Cable Cable service, balance due 34.69 07/27/2001 Orkin Exterminating Service to residence, Acct. #D-3761808 93.69 07/27/2001 PA Department of Revenue Tax due on account of decedent's 1997 PA 40 26.59 07/27/2001 PP&L Electric service to residence 97.38 07/27/2001 sprint Telephone service to residence 39.24 07/27/2001 Beatrice Williams Reimbursement for payment of lawn service bill 239.56 08/07/2001 M&T Bank, Checks clearing after death 2,160.18 08/16/2001 Formprest Cleaners Balance due, laundry service 31.16 08/23/2001 Borough of Carlisle Utilities to residence 28.87 08/23/2001 PP&L Electric service to residence 83.26 08/23/2001 Shipley Balance due, fuel oil and furnace maintenance to residence 1.95 08/28/2001 PP&L Electric service to residence 2.73 Amount Paid Page 1 (15) _ ~sbursements of Principal (Conti~.~ed) Date Paid 04/12/2002 05/10/2002 07/27/2001 07/27/2001 07/27/2001 07/27/2001 07/27/2001 10/03/2001 31,617.10 4 0 378.85 Claims presented, allowed, paid, credited and appearing in the Summary Statement Hyman and Edna Goldstein Charitable Remainder Annuity Trust Reimbursement to Trust due to overdrawn income $ Commonwealth of Pennsylvania Underpayment penalty on decedent's 2000 PA 40, total due was $378.85 less $131 refund due on 2002 PA Total Claims presented, allowed, paid, credited and appearing in the Summary Statement Funeral Expenses Carlisle Memorial Service, Inc. Grave marker $ Sylvia Dallas Reimbursement, funeral refreshments Hoffman-Roth Funeral Home, Inc. Funeral and burial expenses Westminster Cemetery Preparation of gravesite Beatrice Williams Reimbursement for payment of various funeral expenses per itemized bill Total Funeral Expenses Federal and State Taxes Register of Wills, Agent Payment on account $ 415.00 134.12 2,760.50 248.40 624.80 240,000.00 Amount Paid s 34sss.~T s a,18s.ss Page 2 (16) Disbursements of Principal (Conti~.aed) Date Paid Amount Paid Federal and State Taxes 03/21/2002 PA Department of Revenue Balance due, Pennsylvania Inheritance Tax $ 17,239.56 03/21/2002 United States Treasury Federal Estate Tax 327,267.22 Total Federal and State Taxes S 584,808.78 Administration Expenses 07/27/2001 Linden Hall Antiques Appraisal, household and personal articles $ 85.00 08/02/2001 S. W. Barrett Real Estate Appraisal, real property 250.00 08/16/2001 Cornerstone Land Transfer, Inc. 60 year title search for residence 100.00 08/16/2001 Reinford Landscaping and Tree Service Lawnmowing and landscaping services at residence 749.42 08/16/2001 Beatrice Williams Reimbursement for trash removal and cleanup at residence 400.00 10/02/2001 Sprint Telephone service to residence 15.58 01!30/2002 Tucker Anthony Asset transfer fee 75.00 02/07/2002 Sylvia Dallas Executrix' commission 26,000.00 02/07/2002 Patricia Boldosser Executrix' commission 26,000.00 Page 3 (17) isbursements of Principal (Conti.__ed) Date Paid Administration Expenses 04/18/2002 Boyer & Ritter Preparation of: Gift Tax Return for 2001 2001 Amended Gift Tax Ret. Final U.S. 1040 and PA 40 06/14/2002 Rhoads ~ Sinon LLP Payment on account of attorneys' fees RESERVE: Rhoads & Sinon LLP Balance due, out-of-pocket expenses RESERVE: Rhoads & Sinon LLP, balance due, attorneys fees Total Administration Expenses Total Disbursements of Principal $ 670.00 26,000.00 1,929.60 26,000.00 Amount Paid S 108,274.60 $ 731,820.97 Page 4 (18) Edna C. Goldstein Distributions of Principal to Beneficiaries Distribution Value Pursuant to "ITEM FOURTH" Under the Wiil, the following distributions were made on account of residue to: Patricia Boldosser 07/27/2001 Freedom Cash Management Fund (Estate), Tucker Anthony Acct. #DSH-014082-21 08/16/2001 Freedom Cash Management Fund (Estate), Tucker Anthony Acct. #DSH-014082-21 08/16/2001 Residence, 768 west South Streit, Carlisle, PA, more particularly described in Deed dated May 6, 1968, and recorded in the Cumberland Co. Recorder of Deeds' Office at Bk. T22, P. 461, et seq. 06/28/2002 17 units First Trust Insured Mun. Bds Multi ST UT 267PA 73S 06/28/2002 13 Units First Trust Insured Mun. Bonds Multi St Ut 179PA 45S 06/28/2002 97 Shares Nuve~n Tax Exempt Unit TR PA UT SER 186 M OTC 06/28/2002 4 Shares Pennsylvania Insured Municipals Income TR UT SER 169S 06/28/2002 10 Shares Pennsylvania Insured Municipals Income TR UT SER 171S 06/28/2002 15 Shares Pennsylvania Insured Municipals Income TR UT SER 177M $ 15,000.00 5,000.00 195,000.00 17,297.50 12,497.29 10,055.99 4,009.52 6,615.10 12,274.50 Page 1 (19) Distrib. ins of Principal to Beneficiaries ~ ~ontinued) Distribution Value Pursuant to "ITEM FOURTH" Under the Will, the following distributions were made on account of residue to: Patricia Boldosser 06/28/2002 17 Shares Pennsylvania Insured Municipals Income TR UT SER 180M 06/28/2002 7 Shares Pennsylvania Insured Municipals Income TR UT SER 187M 06/28/2002 20 Shares Pennsylvania Insured Municipals Income TR UT SER 189M 06/28/2002 13 Shares Pennsylvania Insured Municipals Income TR UT SER 204M 06/28/2002 to shares Pennsylvania Insured Municipals Income TR UT SER 211M 06/28/2002 24 sk~ares Pennsylvania Insured Municipals Income TR UT SER 217M 06/28/2002 5 shares Pennsylvania Insured Municipals Income TR UT SER 220M 06/28/2002 50 Shares Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC 06/28/2002 500 shares Radioshack Corp Common New York Stock Excha Page 2 $ 14,496.41 5,742.52 21,030.80 13,257.27 9,858.00 24,919.68 5,071.50 13,907.50 15,140.00 (20) Distrib. _ons of Principal to Beneficiaries ~ ..ontinued) Distribution Value Pursuant to "ITEM: FOURTH" Under the Will, the following distributions were made on account of residue to: Patricia Boldosser 06/28/2002 5 , 0 0 o Par West Chester PA Area Mun Auth WTR REV B OTC 08/06/2002 Estate Evergreen Money Market CL A, First Union Acct. #3751-4554 Sylvia Dallas 07/27/2001 Freedom Cash Management Fund (Estate), Tucker Anthony ACCt. #DSH-014082-21 08/16/2001 Freedom Cash Management Fund (Estate), Tucker Anthony ACCt. #DSH-014082-21 06/28/2002 16 Units First Trust Insured Mun. Bds Multi ST UT 267PA 73S 06/28/2002 14 Units First Trust Insured Mun. Bonds Multi St Ut 179PA 45S 06/28/2002 96 Shares Nuve@n Tax Exempt Unit TR PA UT SER 186 M OTC 06/28/2002 3 Shares Pennsylvania Insured Municipals Income TR UT SER 1695 06/28/2002 10 Shares Pennsylvania Insured Municipals Income TR UT SER 171s $ 5,175.05 304.14 S 406,652.77 $ 15,000.00 200,000.00 16,280.00 13,458.62 9,952.32 3,007.14 6,615.10 Page 3 (21) Distrib....ons of Principal to Beneficiaries ~.;ontinued) Distribution Value Pursuant to "ITEM FOURTH" Under the Will, the following distributions were made on account of residue to: Sylvia Dallas 06/28/2002 16 Shares Pennsylvania Insured Municipals Income TR UT SER 177M 06/28/2002 18 Shares Pennsylvania Insured Municipals Income TR UT SER 18OM 06/28/2002 8 shares Pennsylvania Insured Municipals Income TR UT SER 187M 06/28/2002 20 Shares Pennsylvania Insured Municipals Income TR UT SER 189M 06/28/2002 12 Shares Pennsylvania Insured Municipals Income TR UT SER 204M 06/28/2002 10 Shares Pennsylvania Insured Municipals Income TR UT SER 211M 06/28/2002 24 Shares Pennsylvania Insured Municipals Income TR UT SER 217M 06/28/2002 5 shares Pennsylvania Insured Municipals Income TR UT SER 220M 06/28/2002 50 shares Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC $ 13,092.80 15,349.14 6,562.88 21,030.80 12,237.48 9,858.00 24,919.68 5,071.50 13,907.50 Page 4 (22) Distrib_ .ors of Principal to Beneficiaries ~ ~ontinued) Distribution Value Pursuant to "ITEM FOURTH" Under the Will, the following distributions were made on account of residue to: Sylvia Dallas 06/28/2002 50o shares Radioshack Corp Common New York Stock Excha $ 15,140.00 06/28/2002 5 , o 0 o Par West Chester PA Area Mu11 Auth WTR REV B oTC 5,175.05 S 406,658.01 Pursuant to "ITEM THIRD" Under the Will, the following distributions of personal and - household property were made to: Patricia Boldosser 07/30/2001 Household and personal articles $ 2,747.50 2,747.50 Sylvia Dallas 07/30/2001 Household and personal articles $ 2,747.50 2,747.50 Total Distrilbutions of Principal S 818,805.78 Page 5 (23) Edna C. Goldstein Principal Balance On Hand Valued as of September 30, 2002 8,412 Cash and Cash Equivalents Inventory Value Estate Evergreen Money Market CL A, First Union Acct. #3751-4554 $ 179,009.42 Total Cash and Cash Equivalents Miscellaneous US Treasury, refund due on decedent's final 1040 Total Miscellaneous Total Balance on Hand $ 8,412.00 S 179,009.42 s •8,a12.oo S 187,421.42 Page 1 (24) Edna C. Goldstein Information Schedules -Principal New Investments Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money 12/10/2001 5.068 Shs. Total New Investments Exchanges and Stock Distributions Purchased Reinvestment of capital gains AIM Equity Fds Inc Blue Chip C1 B Mutual Funds, Money 06/29/2001 11.,782.645 Shs. Received 02/11/2002 (11.,782.645) Shs. Sold AIM Equity Fds Inc Charter Fd C1 B Mutual Funds, Money 06/29/2001 7,666.771 Shs. Received 08/02/2001 (7,666.771) Shs. Sold AIM Equity Fds Inc Constelln C1 B Mutual Funds,. Money 06/29/2001 942.912 Shs. Received 08/02/2001 (942.912) Shs. Sold Capital Blue Cross, refund of unused premium 06/29/2001 Received 10/19/2001 Collected Combined Insurance Company Refund of unused premium 06/29/2001 Received 08/29/2001 Collected On Hand 09/20/2001 Collected Comcast Cable Refund 06/29/2001 Received 09/21/2001 Collected First Trust Insured Mun. Bonds Multi St Ut 179PA 455 06/29/2001 27 Uts. Received Inventory Value $ 160.59 $ 160.59 Inventory Value $ 152,703.08 (152,703.08) $ 95,681.30 (95,681.30) $ 22,026.42 (22,026.42) ~ 212.30 (212.30) $ 82.06 (32.92) 49.14 (49.14) $ 3.68 (3.68) $ 25,989.39 Page 1 (25) Ini .nation Schedules - Principal (Cc .~nued) Exchanges and Stock Distributions Inventory Value First Trust Insured Mun. Bonds Multi St Ut 179PA 45S 02/28/2002 Return of principal $ (33.48) 2 7 Ut s . on Hand 25, 955.91 06/28/2002 (13) Uts. Distribution To Boldosser, Patricia (12,497.29) 14 Uts . On Hand 13,458.62 06/28/2002 (14) Uts. Distribution To Dallas, Sylvia (13,458.62) First Trust Insured Mun. Bonds Multi ST UT 259 PA 70 S 06/29/2001 50 Uts. Received $ 50,593.00 08/02/2001 (50) Uts. Sold (50,593.00) First Trust Insured Mun. Bds Multi ST UT 267PA 73S 06/29/2001 33 Uts. Received $ 33,577.50 06/28/2002 (17) Uts. Distribution To Boldosser, Patricia (1'7,297.50) 16 Uts . on Hand 16,280.00 06/28/2002 (16) Uts. Distribution To Dallas, Sylvia (16,280.00) General Elec Co Common New York Sto ck Excha 06/29/2001 3,000 shs. Received $ 149,355.00 08/02/2001 (1,200) shs. sold (59,742.00) 1, 8 0 o shs . on Hand 89,613.00 02/11/2002 (1,800) Shs. Sold (89,613.00) Goodyear Tire & Rubr Co Common New York Stock Excha 06/29/2001 90 Shs. Received $ 2,551.50 08/02/2001 (90) shs. sold (2,551.50) Hyman and Edna Goldstein Charitable Remainder Annuity Trust - prorated interest due decedent as life tenant 04/25/2002 Received $ 1,266.17 04/25/2002 Collected (1,266.17) Insured Mun Income UT Ser 314 M OTC 06/29/2001 70 Shs. Received $ 68,231.80 Page 2 (26) Ini._ .nation Schedules -Principal (Cc,__.inued) Exchanges and Stock Distributions Inventory Value Insured Mun Income UT Ser 314 M OTC 08/02/2001 (70) shs. sold $ (68,231.80) Insured Municipals Income TR UT Ser 354 M OTC 06/29/2001 50 Shs. Received $ 51,547.00 os/o2/2001 (50) shs. sold (51,547.00) Intertan Inc Common New York Stock Excha 06/29/2001 750 Shs. Received $ 9,937.50 os/o2/2001 (750) shs. sold (9,937.50) Nuveen Tax Exempt Unit TR PA UT SER 174 M 06/29/2001 262 Shs. Received $ 25,964.20 os/o2/2001 (262> shs. sold (25,964.20) Nuveen Tax Exempt Unit TR PA UT SER 186 M OTC 06/29/2001 193 Shs. Received $ 20,008.31 06/28/2002 (97) Shs. Distribution To Boldosser, Patricia (10,055.99) 96 Shs . on Hand- 9,952.32 06/28/2002 (96) Shs. Distribution To Dallas, Sylvia (9,952.32) Nuveen Tax Free UT TR INSD PA UT SER 231 06/29/2001 228 Shs. Received $ 21,721.56 08/02/2001 (228) Shs. Sold (21,721.56) Nuveen Tax Free Unit TR PA UT SER 237 M OTC 06/29/2001 435 Shs. Received $ 41,151.00 08/02/2001 (435) Shs. Sold (41,151.00) Nuveen Invt Tr Grth&Inc Stk B 06/29/2001 2,769.969 Shs. Received $ 67,088.65 08/01/2001 (2,769.969) Shs. Sold (67,088.65) Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money 06/29/2001 3,026.078 Shs. Received $ 100,738.14 12/10/2001 Cap. gain dist. 0.00 Page 3 (27) Inf, .nation Schedules -Principal (Co___inued) Exchanges and Stock Distributions Inventory Value Oppenheimer Main Str Fds Inc Inc & Grwth B Mutual Funds, Money 12/10/2001 5.068 Shs. Purchased Reinvestment of capital gains $ 160.59 3,031.146 Shs. On Hand 100,898.73 02/11/2002 (3,031.146) Shs. Sold (100,898.73) PA Department of Revenue, refund due, decedent's final PA 40 06/29/2001 Received $ 131.00 05/10/2002 Sold 2002 refund was applied to 2001 underpayment penalty (131.00) Pennsylvania General Insurance Company, return of homeowner's premium 06/29/2001 Received $ 346.00 10/10/2001 Collected (346.00) Pennsylvania Insured Municipals Income TR UT SER 1335 06/29/2001 100 Shs. Received $ 11,587.50 08/02/2001 (loo) shs. sold (11,587.50) Pennsylvania Insured Municipals Income TR UT SER 152S 06/29/2001 15 Shs. Received $ 10,115.63 07/25/2001 Return of principal (1,352.40) 15 Shs . On Hand 8,763.23 08/02/2001 (15) shs. sold (8,763.23) Pennsylvania Insured Municipals Income TR UT SER 157MP 06/29/2001 15 Shs. Received $ 8,908.59 08/27/2001 Return of principal (1,741.65) 12/26/2001 Return of principal (5,748.75) 15 Shs. On Hand 1,418.19 05/21/2002 (15) Shs. Sold (1,418.19) Pennsylvania Insured Municipals Income TR UT SER 169S 06/29/2001 7 Shs. Received $ 7,016.66 06/28/2002 (4) Shs. Distribution To Boldosser, Patricia (4,009.52) 3 Shs . On Hand 3,007.14 Page 4 (28) Ini .nation Schedules -Principal (Cc_ ,~nued) Exchanges and Stock Distributions Inventory Value Pennsylvania Insured Municipals Income TR ITT SER 1695 06/28/2002 (3) Shs. Distribution To Dallas, Sylvia $ (3,007.14) Pennsylvania Insured Municipals Income TR UT SER 171S 06/29/2001 20 Shs. Received $ 16,279.20 04/25/2002 Return of principal (3,049.00) 2 o Shs . On Hand 13,230.20 06/28/2002 (10) Shs. Distribution To Boldosser, Patricia (6,615.10) l0 Shs . On Hand 6,615.10 06/28/2002 (10) Shs. Distribution To Dallas, Sylvia (6,615.10) Pennsylvania Insured Municipals Income TR UT SER 177M 06/29/2001 31 Shs. Received $ 30,650.94 12/26/2001 Return of principal (5,283.64) 31 Shs . On Hand 25,367.30 06/28/2002 (15) Shs. Distribution To Boldosser, Patricia (12,274.50) 16 Shs . on Hand 13,092.80 06/28/2002 (16) Shs. Distribution To Dallas, Sylvia (13,092.80) Pennsylvania Insured Municipals Income TR UT SER 180M 06/29/2001 35 Shs. Received $ 34,040.65 12/26/2001 Return of principal (4,195.10) 3 5 Shs . On Hand 29, 845.55 06/28/2002 (17) Shs. Distribution To Boldosser, Patricia (14,496.41) 18 Shs . On Hand 15,349.14 06/28/2002 (18) Shs. Distribution To Dallas, Sylvia (15,349.14) Pennsylvania Insured Municipals Income TR UT SER 187M 06/29/2001 15 Shs. Received $ 15,588.60 12/26/2001 Return of principal (3 283.20) 15 Shs . On Hand 12,305.40 06/28/2002 (7) Shs. Distribution To Boldosser, Patricia (5,742.52) 8 Shs . On Hand 6,562.88 Page 5 (29) Ini .nation Schedules - Principal (Cc,__yinued) Exchanges and Stock Distributions Inventory Value Pennsylvania Insured Municipals Income TR UT SER 187M 06/28/2002 (8) Shs. Distribution To Dallas, Sylvia $ (6,562.88) Pennsylvania Insured Municipals Income TR UT SER 189M 06/29/2001 40 Shs. Received $ 42,061.60 06/28/2002 (20) Shs. Distribution To Boldosser, Patricia (21,030.80) 20 Shs. On Hand 21,030.80 06/28/2002 (20) Shs. Distribution To Dallas, Sylvia (21,030.80) Pennsylvania Insured Municipals Income TR UT SER 204M 06/29/2001 25 Shs. Received $ 25,494.75 06/28/2002 (13) Shs. Distribution To Boldosser, Patricia (13,257.27) 12 Shs . On Hand 12,237.48 06/28/2002 (12) Shs. Distribution To Dallas, Sylvia (12,237.48) Pennsylvania Insured Municipals Income TR UT SER 211M 06/29/2001 20 Shs. Received $ 19,716.00 06/28/2002 (10) Shs. Distribution To Boldosser, Patricia (9,858.00) 10 Shs . On Hand 9,858.00 06/28/2002 (10) Shs. Distribution To Dallas, Sylvia (9,858.00) Pennsylvania Insured Municipals Income TR UT SER 217M 06/29/2001 48 Shs. Received $ 49,839.36 06/28/2002 (24) Shs. Distribution To Boldosser, Patricia (24,919.68) 24 shs . On Hand 24,919.68 06/28/2002 (24) Shs. Distribution To Dallas, Sylvia (24,919.68) Pennsylvania Insured Municipals Income TR UT SER 220M 06/29/2001 10 Shs. Received $ 10,143.00 06/28/2002 (5) Shs. Distribution To Boldosser, Patricia (5,071.50) 5 Shs . On Hand 5,071.50 Page 6 (30) In~_ _mation Schedules -Principal (Cc.._~inued) Exchanges and Stock Distributions Inventory Value Pennsylvania Insured Municipals Income TR UT SER 220M 06/28/2002 (5) Shs. Distribution To Dallas, Sylvia $ (5,071.50) Pennsylvania Insured Municipal Income Trust UT 63 26 MUL M OTC 06/29/2001 100 Shs. Received $ 28,708.00 07/25/2001 Return of principal (131.00) 01/25/'2002 Return of principal (762.00) 100 Shs . On Hand 27,815.00 06/28/'2002 (50) Shs. Distribution To Boldosser, Patricia (13,907.50) 5o Shs. on Hand 13,907.50 06/28/2002 (50) Shs. Distribution To Dallas, Sylvia (13,907.50) Pennsylvania Insured Municipals Income TR ITT SER 81 S 06/29/2001 5 Shs. Received $ 557.10 05/21/2002 (5) Shs. sold (557.10) Pennsylvania Insured Municipals Income TR UT SER 64S 06/29/2001 5 Shs. Received $ 1,493.45 05/21/'2002 (5) shs. sold (1,493.45) Pennsylvania Insured Municipals Income TR UT SER 89S 06/29/2001 20 Shs. Received $ 3,209.40 05/21/2002 (20) shs. sold (3,209.40) Pennsylvania Insured Municipals Income TR UT SER 99M 06/29/2001 6 Shs. Received $ 1,014.75 os/21/2002 (6) shs. sold (1,014.75) Pennsylvania Insured Municipals Income TR UT SER 99S 06/29/2001 5 Shs. Received $ 845.63 05/21/2002 (s) shs. sold (845.63) Radioshack Corp Common New York Stock Excha 06/29/2001 9,000 Shs. Received $ 272,520.00 Page 7 (31) Inf..nation Schedules -Principal (Co.__~nued) Exchanges and Stock Distributions Radioshack Corp Common New York Stock Excha 08/02/2001 (5,300) Shs. Sold 3,700 Shs. On Hand 02/11/2002 (2,700) Shs. Sold 1,000 Shs. On Hand 06/28/2002 (500) Shs. Distribution To Boldosser, Patricia 500 Shs. On Hand 06/28/2002 (500) Shs. Distribution To Dallas, Sylvia Real estate tax allocation due Estate from Patricia Boldosser, the beneficiary to whom the residence was distributed 07/30/2001 Received 08/16/2001 Collected Southern Progress, refund for unused magazine subscription 06/29/2001 Received 02/27/'2002 Collected Residence, 768 West South Street, Carlisle, PA, more particularly described in Deed dated May 6, 1968, and recorded in the Cumberland Co. Recorder of Deeds' Office at Bk. T22, P. 461, et seq. 06/29/2001 Received Valued per attached appraisal 08/16/2001 Distribution To Boldosser, Patricia U.S. Treasury Tax rebate check 06/29/2001 08/29/2001 Received Collected Household and personal articles 06/29/2001 07/30/2001 07/30/2001 Received Valued per attached appraisal Distribution To Boldosser, Patricia On Hand Distribution To Dallas, Sylvia Inventory Value $ (160,484.00) 112,036.00 (81,756.00) 30,280.00 (15,140.00) 15,140.00 (15,140.00) $ 80.65 (80.65) $ 18.33 (18.33) $ 195,000.00 (195,000.00) $ 300.00 (300.00) $ 5,495.00 (2,747.50) 2, 747.50 (2,747.50) Page 8 (32) Ins _mation Schedules -Principal (C~__.inued) Exchanges and Stock Distributions Inventory Value Union Fidelity'Insurance Company, refund of unused premium, Medicare Supplement policy 06/29/2001 Received $ 41.80 10/19/2001 Collected (41.80) Union Fidelity Life Insurance Company Refund of unused premium 06/29/2001 Received $ 32.12 08/27/2001 Collected (32.12) US Treasury, refund due on decedent's final 1040 06/29/2001 Received $ 8,412.00 On Hand 8,412.00 Voyageur Mut Fds Iii Inc Aggrssve Gwth $ Mutual Funds, Money 06/29/2001 1,819 Shs. Received $ 43,528.67 02/11/2002 (1, 819) Shs. sold (43,528.67) West Chester PA Area Mun Auth WTR REV B OTC 06/29/2001 10,000 Par Received $ 10,350.10 06/28/2002 (5,000) Par Distribution To Boldosser, Patricia (5,175.05) 5 , 0 0 0 Par On Hand 5,175.05 06/28/2002 (5,000) Par Distribution To Dallas, Sylvia (5,175.05) Page 9 (33) Edna C. Goldstein Unpaid Principal Expenses Total Unpaid Expenses Page 1 (34) $ o.oo Edna C. Goldstein Principal Unrealized Gains and Losses Market Value US Treasury, refund due on $ 0.00 decedent's final 1040 Total Unrealized 3 0.00 Inventory Value $ 8.412.00 S 8.412.00 Gain or (Loss) $ (8,412.00) S 18,412.00) Page 1 (35) Edna C. Goldstein Receipts of Income Income Collected Estate Evergreen Money Market CL A, First Union Acct. #3751-4554 02/28/2002 Dividend 03/28/2002 Dividend 04/30/2002 Dividend 05/31 /2002 Dividend 06/28/2002 Dividend 07/31/2002 Dividend 08/30/2002 Dividend 09/30/2002 Dividend 377.89 472.68 244.18 258.30 204.36 202.83 195.91 163.39 First Trust Insured Mun. Bonds Multi St Ut 179PA 45S 07/02/2001 Interest on 27 Units Less accrued portion 12/31/2001 Interest on 27 Units Less accrued portion 06/28/2002 Interest on 27 Units 715.77 -715.77 714.96 -272.97 710.91 First Trust Insured Mun. Bonds Multi ST UT 259 PA 70 S 07/02/2001 Interest on 50 Units Less accrued portion 08/02/2001 Accrual collected on sale Less accrued portion 2,119.54 1,152.90 200.00 $ 1,331.50 -1,331.50 348.00 _~da nn Freedom Cash Management Fund (Estate), Tucker Anthony Acct. #DSH-014082-21 08/16/2001 09/20/2001 Dividend 10/16/2001 Dividend 11/16/2001 Dividend 12/17/2001 Dividend 12/31/2001 Dividend 01/16/2002 Dividend Dividend 658.07 1,518.02 710.63 450.23 361.08 163.64 175.03 Page 1 (36) Receipts of Income (Continues., Freedom Cash Management Fund (Estate), Tucker Anthony Acct. #DSH-014082-21 02/04/2002 Dividend $ 188.09 First Trust Insured Mun. Bds Multi ST UT 267PA 73S 07/02/2001 Interest on 33 Units Less accrued portion 12/31/2001 Interest on 33 Units Less accrued portion 06/28/2002 Interest on 33 Units General Elec Co Common New York Stock Excha 07/23/2001 Dividend on 3,000 Shares 10/25/2001 Dividend on 1,800 Shares 01/25/2002 Dividend on 1,800 Shares Insured Mun Income UT Ser 314 M OTC 07/25/2001 Dividend on 70 Shares L@ss accrued portion 08/02/2001 Dividend on sale $ 862.29 -862.29 861.30 -95.70 860.64 $ 480.00 288.00 324.00 $ 294.00 -245.00 216.30 $ 4,224.79 1,626.24 1,092.00 265.30 Insured Municipals Income TR UT Ser 354 M OTC 07/25/2001 Dividend on 50 Shares Less accrued portion 08/02/2001 Dividend on sale $ 231.00 -192.50 170.00 208.50 Freedom Cash Management Fund, Tucker Anthony Acct. #DSH-007817 07/16/2001 Dividend $ 53.18 Page 2 (37) Receipts of Income (Continuec-, Freedom Cash Management Fund, Tucker Anthony Acct. #DSH-007817 07/31 /2001 Nuveen Tax Exempt Unit TR PA UT SER 174 M 07/16/2001 Dividend on 262 Shares Less accrued portion 08/02/2001 Dividend on 262 Shares Less accrued portion 08/15/2001 Dividend on 0 Shares Less accrued portion 53.30 101.13 $ 0.12 $ 111.43 -111.43 151.96 -151.96 111.61 _1A dR S Nuveen Tax Exempt Unit TR PA UT SER 186 M OTC 07/16/2001 08/15/2001 09/17/2001 10/15/2001 11 /15/2001 12/17/2001 01 /15/2002 02/20/2002 03/15/2002 04/15/2002 05/15/2002 06/17/2002 Dividend on 193 Shares Less accrued portion Dividend on 193 Shares Less accrued portion Dividend on 193 Shares Dividend on 193 Shares Dividend on 193 Shares Dividend on 193 Shares Dividend on 193 Shares DiNidend on 193 Shares DiNidend on 193 Shares Dividend on 193 Shares Dividend on 193 Shares DiNidend on 193 Shares $ 87.14 -87.14 87.18 -19.30 87.83 87.83 87.68 87.62 87.62 87.41 87.43 87.33 87.04 87.35 943.02 Nuveen Tax Free UT TR INSD PA UT SER 231 07/16/2001 Dividend on 228 Shares Less accrued portion 08/02/2001 Dividend on 228 Shares Less accrued portion 08/15/2001 Dividend on 0 Shares Less accrued portion $ 88.44 -88.44 6.84 -6.84 88.44 _O 17 79.32 Page 3 (38) Receipts of Income (Continues., Nuveen Tax Free UT TR INSD PA UT SER 231 Nuveen Tax Free Unit TR PA UT SER 237 M OTC 07/16/2001 Dividend on 435 Shares Less accrued portion 08/02/2001 Dividend on sale 08/15/2001 Dividend on 0 Shares Lass accrued portion $ 165.43 -165.43 13.05 166.78 _Zf1 d~ 149.38 Pennsylvania Insured Municipals Income TR UT SER 133S 07/25/2001 Dividend on 100 Shares Less accrued portion 08/02/2001 Accrual collected on sale of asset Less accrued portion $ 202.00 -202.00 161.00 32.00 Pennsylvania Insured Municipals Income TR UT S4R 152S 07/25/2001 Dividend on 15 Shares Less accrued portion 08/02/2001 Accrual collected on sale of asset Less accrued portion $ 390.45 -390.45 128.55 37.95 Pennsylvania Insured Municipals Income TR UT SLR 157MP 07/25/2001 Dividend on 15 Shares Leis accrued portion 08/25/2001 Dividend on 15 Shares Leis accrued portion 09/25/2001 Dividend on 15 Shares Leis accrued portion 10/25/2001 Dividend on 15 Shares Less accrued portion 11/26/2001 Dividend on 15 Shares $ 43.35 -43.35 64.05 -64.05 33.75 -33.75 33.75 -0.60 33.90 Page 4 (39) Receipts of Income (Continues., Pennsylvania Insured Municipals Income TR UT SER 157MP 12/26/2001 Dividend on 15 Shares $ 93.00 01/25/2002 Dividend on 15 Shares 2.10 02/25/2002 Dividend on 15 Shares 2.85 03!25/2002 Dividend on 15 Shares 2.85 04/25/2002 Dividend on 15 Shares 2.85 05/21/2002 Dividend on 15 Shares 16.35 05/28/2002 Dividend on 0 Shares 2.85 Pennsylvania Insured Municipals Income TR UT SER 169S 07/25/2001 Dividend on 7 Shares $ 200.41 Less accrued portion -200.41 01/25/2002 Dividend on 7 Shares 201.88 LESS accrued portion -" d^ Pennsylvania Insured Municipals Income TR UT SCR 171 S 07/25/2001 Dividend on 20 Shares $ 489.20 Less accrued portion -489.20 01!25/2002 Dividend on 20 Shares 437.00 Less accrued portion -161.80 04/25/2002 Dividend on 20 Shares 35.00 Pennsylvania I nsured Municipals Income TR UT SCR 177M 07/25/2001 Dividend on 31 Shares $ 134.23 Less accrued portion -428.42 08/27/2001 Dividend on 31 Shares 134.85 09/25/2001 Dividend on 31 Shares 135.16 10/25/2001 Dividend on 31 Shares 135.16 11/26/2001 Dividend on 31 Shares 134.85 12/26/2001 Dividend on 31 Shares 171.12 01/25/2002 Dividend on 31 Shares 108.50 02/25/2002 Dividend on 31 Shares 109.12 03/25/2002 Dividend on 31 Shares 109.43 04/25/2002 Dividend on 31 Shares 109.74 05/28/2002 Dividend on 31 Shares 109.43 S 189.90 130.48 310.20 Page 5 (40) Receipts of Income (Continues., Pennsylvania Inured Municipals Income TR UT SER 177M 06/25/2002 Dividend on 31 Shares Pennsylvania Inured Municipals Income TR UT SCR 180M 07/25/2001 Dividend on 35 Shares Liss accrued portion 08/27/2001 Dividend on 35 Shares Less accrued portion 09/25/2001 Dividend on 35 Shares Less accrued portion 10/25/2001 Dividend on 35 Shares Liss accrued portion 11/26/2001 Dividend on 35 Shares 12/26/2001 Dividend on 35 Shares 01/25/2002 Dividend on 35 Shares 02/25/2002 Dividend on 35 Shares 03/25/2002 Dividend on 35 Shares 04/25/2002 Dividend on 35 Shares 05/28/2002 Dividend on 35 Shares 06/25/2002 Dividend on 35 Shares 109.12 145.25 -145.25 145.95 -145.95 145.60 -145.60 145.60 -29.75 145.95 183.75 126.00 125.65 125.65 125.65 125.65 125.65 Pennsylvania Inured Municipals Income TR UT SCR 187M 07/25/2001 08/27/2001 09/25/2001 10/25/2001 11 /26/2001 12/26/2001 01 /25/2002 02/25/2002 03/25/2002 04/25/2002 05/28/2002 06/25/2002 $ 1,072.29 1,199.80 696.60 Dividend on 15 Shares Liss accrued portion Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dwidend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares Dividend on 15 Shares 68.70 -57.15 69.00 69.00 69.00 69.15 90.30 52.95 53.25 53.25 53.55 52.80 52.80 Pennsylvania Ingured Municipals Page 6 (41) Receipts of Income (Continues., Income TR UT SCR 189M 07/25/2001 Dividend on 40 Shares Less accrued portion 08/27/2001 Dividend on 40 Shares 09/25/2001 Dividend on 40 Shares 10/25/2001 Dividend on 40 Shares 11/26/2001 Dividend on 40 Shares 12/26/2001 Dividend on 40 Shares 01/25/2002 Dividend on 40 Shares 02/25/2002 Dividend on 40 Shares 03/25/2002 Dividend on 40 Shares 04/25/2002 Dividend on 40 Shares 05/28/2002 Dividend on 40 Shares 06/25/2002 Dividend on 40 Shares $ 186.00 -154.80 186.00 185.60 185.60 185.60 185.60 185.20 185.20 185.20 185.20 185.20 185.20 s 2,070.80 Pennsylvania Inured Municipals Income TR UT SCR 204M 07/25/2001 Dividend on 25 Shares 08/27/2001 09/25/2001 10/25/2001 11 /26/2001 12/26/2001 01 /25/2002 02/25/2002 03/25/2002 04/25/2002 05/28/2002 06/25/2002 Less accrued portion Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares Dividend on 25 Shares $ 109.75 -91.25 110.00 110.00 110.00 110.00 109.50 109.25 109.50 109.50 109.25 109.00 108.75 1,223.25 Pennsylvania Insured Municipals Income TR UT SCR 211M 07/25/2001 Dividend on 20 Shares Liss accrued portion 08/27/2001 Dividend on 20 Shares 09/25/2001 Dividend on 20 Shares 10/25/2001 Dividend on 20 Shares 11/26/2001 Dividend on 20 Shares 12/26/2001 Dividend on 20 Shares 01/25/2002 Dividend on 20 Shares $ 83.00 -69.00 83.20 83.40 83.20 83.40 83.40 83.00 Page 7 (42) Receipts of Income (Continues , Pennsylvania Insured Municipals Income TR UT SCR 211 M 02/25/2002 Dividend on 20 Shares $ 82,80 03/25/2002 Diividend on 20 Shares 83.20 04/25/2002 Dividend on 20 Shares 82,80 05/28/2002 Dlividend on 20 Shares 83.00 06/25/2002 Dividend on 20 Shares 83.00 Pennsylvania Insured Municipals Income TR UT SER 217M 07/25/2001 Dividend on 48 Shares $ 214.56 Less accrued portion -178.56 08/27/2001 Dlividend on 48 Shares 215.52 09/25/2001 Dlividend on 48 Shares 215.52 10/25/2001 Dividend on 48 Shares 215.52 11/26/2001 Dividend on 48 Shares 216.00 12/26/2001 Dividend on 48 Shares 215.52 01/25/2002 Dividend on 48 Shares 214.56 02/25/2002 Dividend on 48 Shares 215.04 03/25/2002 Dividend on 48 Shares 214.56 04/25/2002 Dividend on 48 Shares 215.52 05/28/2002 Dividend on 48 Shares 214.08 06/25/2002 Dividend on 48 Shares 214.56 $ 928.40 2,402.40 Pennsylvania Insured Municipals Income TR UT SCR 220M 07/25!2001 08/27/2001 09/25/2001 10/25/2001 11 /26/2001 12/26/2001 01/25/2002 02/25/2002 03/25/2002 04/25/2002 05/28/2002 06/25/2002 495.90 Dividend on 10 Shares Liss accrued portion Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares Dividend on 10 Shares 44.40 -37.00 44.60 44.60 44.50 44.50 44.50 44.30 44.30 44.30 44.20 44.30 44.40 Page 8 (43) Receipts of Income (Continuec-, Pennsylvania Inured Municipal Income Trust UTI63 26 MUL M OTC 07/25/2001 DiNidend on 100 Shares Less accrued portion 08/27/2001 DiNidend on 100 Shares Liss accrued portion 09/25/2001 DiNidend on 100 Shares Less accrued portion 10/25/2001 DiNidend on 100 Shares Liss accrued portion 11/26/2001 DiNidend on 100 Shares 12/26/2001 DiNidend on 100 Shares 01 /25/2002 D~ridend on 100 Shares 02/25/2002 D~ridend on 100 Shares 03/25/2002 DiNidend on 100 Shares 04/25/2002 DiNidend on 100 Shares 05/28/2002 DiNidend on 100 Shares 06/25/2002 DiNidend on 100 Shares 123.00 -123.00 123.00 -123.00 123.00 -123.00 122.00 -23.00 122.00 120.00 124.00 117.00 118.00 117.00 117.00 117.00 Pennsylvania Inured Municipals Income TR UT SER 81 S 07/25/2001 DiNidend on 5 Shares L$ss accrued portion 01/25/2002 DiNidend on 5 Shares DiNidend on 0 Shares 05/21/2002 DiNidend on 5 Shares 14.75 -21.15 15.20 Pennsylvania Inured Municipals Income TR UT SCR 84S 07/25/2001 D~ridend on 5 Shares Liss accrued portion 01/25/2002 DiNidend on 5 Shares Liss accrued portion 05/21/2002 DiM1ridend on 5 Shares 17.70 42.45 -42.45 42.70 -11.55 44.10 S 1,051.00 26.50 75.25 Page 9 (44) Receipts of Income (Continue., Pennsylvania Inured Municipals Income TR UT SCR 89S 07/25/2001 Dividend on 20 Shares Liss accrued portion 01/25/2002 Dividend on 20 Shares Liss accrued portion 05/21/2002 Dividend on 20 Shares Pennsylvania InBured Municipals Income TR UT SCR 99M 07!25/2001 Dividend on 6 Shares Liss accrued portion 08/27/2001 Dividend on 6 Shares Liss accrued portion 09/25/2001 Dividend on 6 Shares Liss accrued portion 10/25/2001 Dividend on 6 Shares Liss accrued portion 11/26/2001 Dividend on 6 Shares 12/26/2001 Dividend on 6 Shares 01/25/2002 Dividend on 6 Shares 02/25/2002 Dividend on 6 Shares 03/25/2002 Dividend on 6 Shares 04/25/2002 Dividend on 6 Shares 05/21/2002 D~vidend on 6 Shares 05/28/2002 Dividend on 0 Shares Pennsylvania Inured Municipals Income TR UT S~R 99S 07/25/2001 D~ridend on 5 Shares Liss accrued portion 01/25/2002 Dividend on 5 Shares L$ss accrued portion 05/21/2002 Dividend on 5 Shares $ 88.20 -88.20 89.80 -25.40 92.60 4.02 -4.02 4.14 -4.14 4.14 -4.14 4.14 -1.74 4.14 4.08 3.90 3.90 3.90 3.90 12.90 3.90 20.70 -20.70 21.20 -7.75 23.40 Radioshack Corp Common New York Stock ~xcha 07/23/2001 Dividend on 9,000 Shares 495.00 S 157.00 43.02 36.85 Page 10 (45) Receipts of Income (Continue, Radioshack Corp Common New York Stock ~xcha 10/18/2001 D'IVidend on 3,700 Shares $ 203.50 West Chester Pa Area Mun Auth WTR REV B OTC 10/01/2001 Interest on 10,000 Par $ Liss accrued portion 04/01/2002 Interest on 10,000 Par Total Income Receivred 287.50 -140.56 287.50 S 698.50 434.44 S 25,527.95 Page 11 (46) Edna C. Goldstein Gains and Losses on Sales or Other Dispositions of Income Net Gain Net Loss No Gain or Loss $ o.oo Page 1 (47) Date Paid Edna C. Goldstein Disbursements of Income Total Disbursements of Income Amount Paid $ o.oo Page 1 (48) Edna C. Goldstein Distributions of Income to Beneficiaries Distribution Value Total Distributions of Income 0.00 Page 1 (49) Edna C. Goldstein Income Balance On Hand Valued as of September 30, 2002 Cash and Cash Equivalents Estate Evergreen Money Market CL A, First Union Acct. #3751-4554 Total Cash and Cash Equivalents Total Balance on Hand Inventory Value $ 25,527.95 ~ 25,527.95 S 25,527.95 Page 1 (50) Edna C. Goldstein Information Schedules -Income Exchanges and Stock Distributions Inventory Value Page 1 (51) Edna C. Goldstein Unpaid Income Expenses Total Unpaid Expenses Page 1 (52) 3 0.00 Edna C. Goldstein Income Unrealized Gains and Losses Total Unrealized Market Value Inventory Value Gain or (Loss) s o.oo s o.oo s o.oo Page 1 (53) AFFIDAVIT SYLVIA DALLAS and PATRICIA BOLDOSSER, Co-Executrices under the Last Will and Testament of Edna C. Goldstein, deceased, hereby declare under oath that each has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. ,` ~~ Sylvi Dallas, Co-Executrix ' Patricia Boldosser, Co-Executrix Sworn to and subscribed before me this ~ day of /((yyer~b~~~ 2002. PUBLI MY COMMISSION EXPIRES : Notarial Seal Kenneth L. Schlegel, Notary Public Hampden Twp„ Cumberland County (SEAL ) My Commission Expires Apr. 4, 2005 Mernber, Pennsylven-a Association of Notaries AFFIDAVIT SYLVIA DALLAS and PATRICIA BOLDOSSER, Co-Executrices under the Last Will and Testament of Edna C. Goldstein, deceased, hereby declare under oath that each has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this Estate. Sylvia Dallas, Co-Executrix "~ ~ P tricia Bold sser, Co-Executrix Sworn to and subscribed before me this day of 2002. NOTARY PUBLIC MY COMMISSION EXPIRES: (SEAL) ESTATE OF EDNA C. GOLDSTEIN Schedule of Proposed Distribution TO: SYLVIA DALLAS Per ITEM FOURTH of Will: One-half residuary share, consisting of: Principal cash $ 89,504.71 Income cash 12,763.97 One-half IRS refund 4,206.00 $106,474.68 TO: PATRICIA BOLDOSSER Per ITEM FOURTH of Will: One-half residuary share, consisting of: Principal cash $ 89,504.71 Income cash 12,763.98 One-half IRS refund 4,206.00 106,474.69 TOTAL PROPOSED DISTRIBUTIONS $212,949.37 /' STATUS REPORT UNDER RULE 6.12 ff ~1\ Name of Decedent: Edna C. Goldstein Date of Death: June 29 2001 Will No. Admin. No. 2001-0651 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, ' ders and approvals of formal or informal accounts may be filed with the Clerk of the Owns' Court and may be attached to this . ,-,; report. Date: Sign e " - Stanley A. Smith, Esquire Rhoads & Sinon LLP P. O. Box 1146 " Harrisburg, PA 17108-1146 717-233-5731 ~= Capacity: Personal Representative _ X Counsel for personal representative 463960.1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 STANLEY A SMITH RHOADS & SINON PO BOX 1146 HBG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER REY-7S6 Ek ~FP (21-02) DATE 12-02-2002 ESTATE OF GOLDSTEIN EDNA C DATE OF DEATH 06-29-2001 FILE NUMBER 21 01-0651 COUNTY CUMBERLAND ESQ ACN 202 Amount Remitted PA 17108 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 fora with your tax payment. CUT ALONG THIS LINE ____-_ _ RETAIN LOWER PORTION F_OR YOUR FILES ____~_________ _ REV-736-EX AFP (01-02) ~~ NOTICE OF DETERMINATION AND ASSESSMENT ~ ------~ OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ~~ ESTATE OF GOLDSTEIN EDNA C FILE N0.21 01-0651 ACN 202 DATE 12-02-2002 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 257,239.56 .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: 73,742.40 257,239.56 .00 .00 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+} INTEREST/PEN PAID C-) AMOUNT PAID *IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE nuF A RFFUND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)