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Home My WebLink About01-0750 ~ .-:--- ESTATE OF C. ELIZABETH FARNER File No. 21-01-0750 F AMIL Y SETTLEMENT AGREEMENT TillS AGREEMENT made this 1...lEL day of ~ , 2001, BETWEEN: NANCY L. CRAMER; LINDA K. HOLTRY; NANCYLEE MARKS; CHARLES C. CRAMER; STACEY E. BRYAN; NANCYLEE MARKS, guardian for BRANDI L. OCKER, JEREMY R. OCKER, ASHLEY MARKS, and CHRISTIAN J. MARKS; and STACEY E. BRYAN, guardian for HAYLEY K. BRYAN and HANNA E. BRYAN; being the legatees under the Last Will and Testament of C. Elizabeth Farner, late of the Borough of Shippensburg, Cumberland County, Pennsylvania. WHEREAS, C. Elizabeth Farner died May 16, 1998, testate, and under her Will left her estate to the parties herein; and WHEREAS, there were no probate assets in the estate so that it was unnecessary to present the Last Will and Testament of C. Elizabeth Farner for formal probate in Cumberland County, P A; and WHEREAS, all assets of the late C. Elizabeth Farner have been liquidated or distributed and all her debts paid in full, the said parties hereto desire to waive the duty of the filing of a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement WEIGLE. PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 Agreement be executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release each other from all claims and demands whatsoever arising out of settlement of the Estate of C. Elizabeth Farner. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. Iltl;l~-< gT~ (SEAL) (SEAL) (SEAL) Charles C. Cramer WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 D Z I7lAQD~ rl ' lIl14~t1 I ~Ih. ~~d. Jl~ fJ1. fMlj-tLl ~ht. ~ ~fk,~l f' r I~ Of (i OL~tJiJ ~ r, / Sta~~ C ~EAL) Brandi L. Ocker, Minor B~~~1~SEAL) Y Marks, G d'an Jeremy R. Ocker, Minor B SEAL) Ashley Marks, Minor B~~:/ Christian J. Marks, Minor w SEAL) Hayley K. Bryan, Minor By &,~ f '~EAL) , Stacey E. ryan, Guard Hanna E. Bryan, Minor 0i By 4~~d~EAL) WEIGLE. PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEAL TH OF PENNSYL VANIA : SS COUNTY OF CUMBERLAND On this, the ~ ~ day of ~ , 2001, before me, the undersigned officer, personally appeared NANCY L. CRAMER and LINDA K. HOLTRY, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ (SEAL) COMMONWEAL TH OF PENNSYL VANIA COUNTY OF L G I-f; f7H LV On this, the J : SS day of {\J 0 v E..~ tJ f!,;< , 2001, before me, the undersigned officer, personally appeared NANCYLEE MARKS in her own right and as guardian of BRANDI L. OCKER, JEREMY R. OCKER, ASHLEY MARKS, and CHRISTIAN J. MARKS, 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. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~ tit. ('~EAL) Notarial Seal Dolores M. Breltfeld, Not81Y Public WhitehaR lWp., Lehigh COunty My Commission expires Apr. 27, 2004 Member, Pennsylvania ASSOCiation of Notaries WEIGLE. PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEAL TH OF PENNSYL VLANIA SS COUNTYOF CUM6t~lAfVP On this, the 5 #"t day of -() 01.A.P m b J /\ .... , 2001, before me, the undersigned officer, personally appeared CHARLES C. CRAMER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. j)~r;~ 'A. T M--Q (SEAL) Notan13.1. Seal . Patricia L. Tom~:, f\:otary Public Shippensburg Bow, C'J<'tberfand County MY Commission Expir(1'S June 7, 2004 COMMONWEAL TH OF PENNSYL VANIA SS COUNTY OF CUMBERLAND On this, the (0 day of ~tJJe~.r , 2001, before me, the undersigned officer, personally appeared STACEY E. BRYAN in her own right and as guardian of HAYLEY K. BRYAN and HANNA E. BRYAN, 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. 1"<, , \ IN WITNESS WHEREOF, I hereunt(\> se my hand and offi \ UCUA~SEAL) NOTARIAL SEAL PAMELA A. SWITALSKI. Notary Public Shippensburg, Cumberland County My Commission Expires Feb. 9,2004 WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 CO-EXECUTOR'S ACCOUNT FIRST AND FINAL ACCOUNT FOR ESTATE OF C. ELIZABETH FARNER, DECEASED Date of Death: Accounting for the Period: May 16, 1998 May 16, 1998, to October 24, 2001 Purpose of Account: The Estate ofC. Elizabeth Farner offers this account to acquaint interested parties with the transactions that have occurred during the administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle, Perkins & Associates 126 East King Street Shippensburg, P A 17257 717-532-7388 WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 SUMMARY OF ACOJUNT Estate of c. Elizabeth Farner For Period 05/16/98 Through 10/24/01 Page Proposed Distribution to Beneficiaries 9 Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions other Receipts 1 less Disbursements: Administration Expenses (Prin) Fees and carmissions (Prin) Funeral Expenses (Prin) Other Expenses (Prin) 2 2 2 2-4 $ 2,482.10 2,100.00 5,978.20 18,231.34 Balance before Distributions Distributions to Beneficiaries 5-6 Principal Balance on Hand 7 Incane Receipts less Disbursements 8 Balance before Distributions Distributions to Beneficiaries Incane Balance on Hand Canbined Balance on Hand . . Fiduciary Acquisition Value $ 8,825.61 ---------- ---------- $72,724.75 0.00 0.00 $72,724.75 28,791.64 $43,933.11 35,113.28 $ 8,819.83 $ 5.78 0.00 $ 5.78 0.00 $ 5.78 $ 8,825.61 ---------- ---------- RECEIPTS OF PRINCIPAL Estate of C. Elizabeth Farner As of 10/24/01 Assets Listed in Inventory (Valued as of date of death) Checking Acc01.ll1ts Allfirst Checking Accormt #0097228117 opened 01/28/80 joint with Nancy L. Cramer and Linda K. Holtry, daughters $0.54 Accrued Interest Allfirst Checking Accormt #0067368220 opened 02/28/89 joint with Linda K. Holtry, daughter Residences 343 East Orange Street, Borough of Shippensburg, Cumberland Cormty, PA - 1/2 interest ($56,900.00 x 1/2) - real estate sold 05/30/01 Household Goods & Funrishings Proceeds of Public Sale of personal property 09/12/98 and 09/14/98 Refunds Real Estate Tax Proration at real estate settlement 05/30/01 Miscellaneous Property Linda K. Holtry - contribution for payment of PA Inheritance Tax 08/09/01 Linda K. Holtry - contribution for payment of interest and penalty on PA Inheritance Tax retUTI1 09/27/01 'IDI'AL INVENIDRY $ 3,444.79 27,415.87 $ 849.62 167.00 . . Page 1 Fiduciary Acquisition Value $ 30,860.66 28,450.00 12,325.10 72.37 1,016.62 $ 72,724.75 ----------- ----------- DISBURSEMENTS OF PRINCIPAL Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 Administration Expenses (Prin) 08/09/01 Register of Wills, CUmberland County - filing PA Inheritance Tax Return 08/09/01 Register of Wills, CUmberland County - filing Family Settlement Agreement 08/09/01 Linda K. Klein - notary fee 08/09/01 Weigle, Perkins & Associates - reimbursement for postage, xerox copies, and long distance telephone calls 08/09/01 Register of Wills, CUmberland Cbunty - PA Inheritance Tax 09/27/01 Register of Wills, CUmberland County - interest and penalty owed on PA Inheritance Tax RetUIn Fees and Carrnissions (Prin) 08/09/01 Weigle, Perkins & Associates - attorney fee Funeral Expenses (Prin) 02/01/99 Fogelsanger-Bricker Funeral Hare Other Expenses (Prin) 05/16/98 PFG Gas, Inc. 05/16/98 GPO Energy 05/17/98 Check drawn on Allfirst Checking Account #0097228117 clearing after date of death, to Chanibersburg Area Advanced Life SUpport 05/17/98 Nationwide Insurance - haneowner's renewal OS/28/98 Chanibersburg Hospital 05/31/98 Shippensburg Health Care Center 06/07/98 Chanibersburg Hospital $ 15.00 75.00 13.00 25.50 1,966.60 387.00 $ 42.59 28.69 40.00 119.00 116.63 200.06 45.90 Page 2 $ 2,482.10 2,100.00 5,978.20 DISBURSEMENTS OF PRINCIPAL Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 06/16/98 Shippensburg Health Care Center 06/16/98 Payments to various hane-aid individuals taking care of deceased at hane prior to entering nursing hane (2 years @ $15. 00 per week) 06/18/98 Shippensburg Health Care Center 06/25/98 Shippensburg Health Care Center 07/01/98 Shippensburg Health Care Center 07/02/98 Reese's Plumbing & Heating 07/10/98 Cardiovascular Associates 08/11/98 Chambersburg Imaging Associates 09/07/98 Nationwide Insurance - homeowner's renewal 09/08/98 Sprint - date of death through September 1998 09/12/98 Expenses of public sale of personal property 10/17/98 Shippensburg Health Care Center 10/17/98 Fayetteville Volunteer Fire Department 12/17/98 GPU Energy - date of death through December 1988 12/28/98 Dr. Balhara 01/04/99 Borough of Shippensburg - date of death through December 1998 01/23/99 Tim's Heating Service 01/23/99 PFG Gas, Inc. - date of death through December 1998 01/24/99 Dr. Balhara 10/12/99 Penn Credit 05/30/01 Real Estate Settlement Expenses (1/2 of $8,264.15 total expenses) Page 3 $ 1,588.00 1,560.00 189.50 10.56 189.50 24.00 19.82 21.49 119.00 115.90 2,446.45 189.50 130.00 235.04 70.39 379.33 26.50 401.04 162.73 24.79 4,132.08 DISBURSEMENTS OF PRINCIPAL Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 05/30/01 GPO Energy - January 1999 through 05/30/01 05/30/01 PFG Gas, Inc. - January 1999 through 05/30/01 05/30/01 Borough of Shippensburg - January 1999 through 05/30/01 05/30/01 Real Estate Taxes - January 1999 through 05/30/01 05/30/01 Nationwide Insurance - hareowner's premium January 1999 through 05/30/01 'IOTAL DISBURSEMENTS OF PRINCIPAL $ 286.53 2,443.08 1,049.08 1,607.16 217.00 . . Page 4 $ 18,231.34 $ 28,791.64 ----------- ----------- DIS'IRIBUTIONS OF PRINCIPAL 'ID BENEFICIARIES Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 Page 5 To: Nancylee Marks Specific Bequest - Cash 9/27/01 Cash To: Charles C. Cramer Specific Bequest - Cash 9/27/01 Cash To: Stacey E. B:ryan Specific Bequest - Cash 9/27/01 Cash To: Brandi L. Ocker Specific Bequest - Cash 9/27/01 Cash To: Jeremy R. Ocker Specific Bequest - Cash 9/27/01 Cash To: Ashley Marks Specific Bequest - Cash 9/27/01 Cash To: Christian J. Marks Specific Bequest - Cash 9/27/01 Cash To: Hayley K. Bryan Specific Bequest - Cash 9/27/01 cash $ 1,000.00 1,000.00 1,000.00 500.00 500.00 500.00 500.00 500.00 DISTRIBUTIONS OF PRINCIPAL 'ill BENEFICIARIES Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 To: Hanna E. Bryan Specific Bequest - Cash 9/27/01 Cash To: Nancy L. Cramer Cash 01/01/99 Cash To: Linda K. Holtry Allfirst Checking AccOlll1t joint with Linda K. Holtry 05/16/98 Cash To: Linda K. Holtry Cash 01/01/99 Cash $ 27,415.87 Total for Linda K. Holtry 'TOTAL DISTRIBUTIONS OF PRINCIPAL 'ill BENEFICIARIES 848.70 - .. Page 6 $ 500.00 848.71 28,264.57 $ 35,113.28 ----------- ----------- Checking Acconnts : PRINCIPAL :BAl..JANCE ON HAND Estate of C. Elizabeth Farner As of 10/24/01 Estate F\mds held by Nancy/Linda Less: Income balance on hand PRINCIPAL BALANCE ON HAND Page 7 Current Value Carrying Value $ 8,825.61 $ 8,825.61 $ 8,825.61 5.78 $ 8,825.61 5.78 $ 8,819.83 $ 8,819.83 ----------- ----------- ----------- ----------- Interest Allfirst Checking Acconnt 06/12/98 interest 07/14/98 interest 07/31/98 interest Total Interest 'TOTAL RECEIPTS OF INCOVIE RECEIPTS OF INCOVIE Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 $ 2.64 2.26 0.88 5.78 . < Page 8 $ 5.78 ----------- $ 5.78 ----------- ----------- . . : PRorosED DISTRIBurIONS TO BENEFICIARIES Estate of C. Elizabeth Farner For Period 05/16/98 Through 10/24/01 Page 9 To: Nancy L. Cramer Cash 10/17/01 The beneficiary will receive a 50% interest in the estate's residue, representing a portion of the following assets: Cash $ 4,412.80 Total $ 4,412.80 To: Linda K. Hol try Cash 10/17/01 The beneficiary will receive a 50% interest in the estate's residue, representing a portion of the following assets: Cash 4,412.81 Total $ 4,412.81 TOTAL PROrosED DISI'RIBurIONS 'ill BENEFICIARIES $ 8,825.61 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE PERKINS & ASSOC. 126 E KING STREET SHIPPENSBURG, PA 17257 n__n__ fold EST A TE INFORMATION: SSN: 180-07-6844 FILE NUMBER: 21-2001- 0750 DECEDENT NAME: FARNER C ELIZABETH DA TE OF PAYMENT: 10/01/2001 POSTMARK DATE: 09/28/2001 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/1998 NO. CD 000332 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $220.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: NANCY L CRAMER C/O WEIGLE PERKINS & ASSOC. CHECK#168 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $220.00 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE PERKINS & ASSOC. 126 E KING STREET SHIPPENSBURG, PA 17257 n___no fold ESTATE INFORMATION: SSN: 180-07-6844 FILE NUMBER: 21-2001- 0750 DECEDENT NAME: FARNER C ELIZABETH DA TE OF PAYMENT: 10/01/2001 POSTMARK DATE: 09/28/2001 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/1998 NO. CD 000331 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $167.00 I I I I I I I I TOTAL AMOUNT PAID: $167.00 REMARKS: LINDA K HOLTRY C/O WEIGEL PERKINS & ASSOC. CHECK# 1113 SEAL INITIALS: PB RECEIVED BY: MARY C. lEWIS REGISTER OF WilLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 -------- fold ESTATE INFORMATION: SSN: 180-07-6844 FILE NUMBER: 21-2001- 0750 DECEDENT NAME: FARNER C ELIZABETH DATE OF PAYMENT: 08/13/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/1998 NO. CD 000140 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,116.98 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JERRY A WEIGLE, ESQ. CHECK# 161 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,116.98 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE JERRY A 126 E KING STREET SHIPPENSBURG, PA 17257 _n_____ fold ESTATE INFORMATION: SSN: 180-07-6844 FILE NUMBER: 21-2001- 0750 DECEDENT NAME: FARNER C ELIZABETH DATE OF PAYMENT: 08/13/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 05/16/1998 NO. CD 000141 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $849.62 I I I I I I I I TOTAL AMOUNT PAID: $849.62 REMARKS: JERRY A WEIGLE, ESQ. CHECK# 1107 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -:BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JERRY A WEIGLE ESQ WEIGLE ETAL 126 EKING ST SHIPPENSBURG PA 1~2~7-1102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-24-2001 FARNER 05-16-1998 21 01-0750 CUMBERLAND 101 REY-1547 EX AFP (12-00) C E Amount Remitted 3g~ 00 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ riE-Y=i54-j-i;3f-AFP-ciz:oo:f-NC)TICi--oF-.rtiHERiiANCi-y-AX-APPRAisEifENT~--A[rOWAirci-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FARNER C E FILE NO. 21 01-0150 ACN 101 DATE 09-24-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. JointlY Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 28,450.00 .00 .00 .00 12,391.41 14.856.19 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. 8,206.10 Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Ded,,",ctions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax (9) nO] 14.120.31 (11) (12) (3) (4) NOTE: .00 X 00 = 32,176.65 X 06 .00 X 00 = .00 X 15 = NOTE: To insure proper credit to your account, submit the upper porti~ of this form with your tax payment. 55,103.66 ??Q?7 01 32,116.65 .00 32,776.65 (19)= .00 1,966.60 .00 .00 1,966.60 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2001 CDOOO141 .0'0 849.62 08-13-2001 CDOOO140 .00 1,116.98 BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-14-2001 TOTAL TAX CREDIT 1,966.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. 381.00 TOTAL DUE 387.00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /~ -~ c20-../t) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1U7 EX AFP H2-00l Aecoroed (Jfftceof Register ot VViUs DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-19-2001 FARNER 05-16-1998 21 01-0750 CUMBERLAND 101 C E .01 NOV 26 All:48 JERRY A WEIGLE ESQ WEIGLE ETAL 126 EKING ST Oerk-f"lrp,,'{ilS Court SHIPPENSBURG Q.amb;~~ Co., PA Allount Rellitted 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, subllit the upper portion of this forll with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V:i6(rj-E)f-AFP--fi2-:ooi-------...--iNHiRi~.._ANCE--TAX-STjffEME-tiT-ifF'-Accouiff--.-..---------------- -- --- ESTATE OF FARNER C E FILE NO. 21 01-0750 ACN 101 DATE 11-19-2001 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-24-2001 P R I NC I PAL TAX DU E : ........................................................................................................................................................................................................................... 1,966.60 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2001 CDOO0141 .00 849.62 08-13-2001 CDOOO140 .00 1,116.98 09-28-2001 CDOO0331 167.00- 167.00 09-28-2001 CDOO0332 220.00- 220.00 TOTAL TAX CREDIT 1,966.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) ---- -\ ""r. ....\ "', \.., ""I' (.) ..\' i.') i..~ ..', \,., ...,. o o 0 ~ <A ~ go $ 0 ~ <<:- (0 $ (0 ~ 'r ...... -: ~ ;' -:.,... :::- '0: ... -:. ~ ?:'" ~ -:. ~ -:. ';::::- '~ ~ ~ f' ~ ;' ~ ::" ~ ~ ~ ~ ~ rfl ~, ,;c ~ ~~~t! ~f:J\~~ ~~~ ~ - ~ '"'~~,. ~ ~ fI1 t l"d ~. ~ ~ 'e. ~r.f1~ ~~~ ~~ -1~ ~ ~ ~ ~ $ ~ (0 rl o ~ ~ ~ ~ $ \'""' -.1 o \'""' V:l CJ ~ ~ ~ ~ p..- O o ~ !l /~-:2~_ g COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JERRY A WEIGLE ESQ WEIGLE ETAL 126 EKING ST SHIPPENSBURG PJf:17257-1102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-24-2001 FARNER 05-16-1998 21 01-0750 CUMBERLAND 101 'il- c * REV-1547 EX AFP <12-00> C E Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY=is4;-eX--AFP--fi'2-':oO"Y-Ncifice--OF-'X-NHeifiTANCE-TAX-APPRAisEiiENT~--Aii-oWANCE-ciR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FARNER C E FILE NO. 21 01-0750 ACN 101 DATE 09-24-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. AlIOunt of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governll8ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) nO) NOTE: 28,450.00 .00 .00 .00 12,397.47 14,856.19 .00 (8) 8,206.70 14.720.31 (1) (12) (13) (14) .00 X 00 = 32,776.65 X 06 = .00 X 00 = .00 X 15 = (19)= NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 55,703.66 27.9')7 01 32,776.65 .00 32,776.65 19 will .00 1,966.60 .00 .00 1,966.60 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2001 CDOO0141 .00 849.62 08-13-2001 CDOOO140 .00 1,116.98 BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-14-2001 TOTAL TAX CREDIT 1,966.60 BALANCE OF TAX DUE .00 INTEREST AND PEN. 387.00 TOTAL DUE 387.00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ( REGISTER OF WILLS, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: C. Elizabeth Farner Date of Death: May 16, 1998 Will No. 21-01-0750 WILL WAS NOT PROBATED Pursuant to Rule Court Rules, I report the the administration of the Admin. No. 6.12 of the Supreme Court Orphans' following with respect to completion of above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this repor Date: lo/3/1~1 ::'1 '.1,;:' >- ~ c ,(~:,s Jerry A. Weigle, Esquire Name (Please type or print) WEIGLE, PERKINS & ASSOCIATES 126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. ......... o r- t;) N 0: <! 0- \D - "~'r -i--.'::: \'",) 4..l- ~ '10....." . ...~. o 0:~1 f..) Q) mC!: a:: p . '(0 .0 .~c r;:. .~e 00 Capacity: Personal Representative (MAH:rmf/AM3) x Counsel for personal representative / b --..::}.SO --.3 ......-- REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT .;)./ 2001 760 COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Farner, C. Elizabeth 180-07-6844 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 05/16/'iS 11/10/1910 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 3. Remainder Return CHECK ~ 1. Original Return ~' Supplemental Return B (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death af1er 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between D 11. Election to tax under Sec. 9113(A} 12-31-91 and 1-1-95) (Attach Sch 0) JljI$)~i\!MQl\'tIlIlI!QMflU!lIIlItl!ijWQQ!l!l_gllm!Jl@li\!!!itilli!dl~i!Al!I!liffi!!lMl!npj;j$ijQl!utMj:jIJil_1lmj NAME COMPLETE MAILING ADDRESS COR- Jerry A. Weiqle, Esquire 126 East King Street RE- FIRM NAME (It Applicable) Shippensburg , PA 17257 SPON DENT Weiqle, Perkins & Associates TELEPHONE NUMBER (717) 532-7388 28,450.00 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) None 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 12,397.47 6. Jointly Owned Property (Schedule F) D Separate Billing Requested (6) 14,856.19 RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8, Total Gross Assets (total Lines 1-7) (8) 55,703.66 9. Funeral Expenses & Administrative Costs (Schedule Hl(9) 8,206.70 10. Debts of Decedent, Mortgage Liabilities, &Lians(Schedule I) (10) 14,720.31 11. Total Deductions (total Lines 9 & 10) (11) 22,927.01 12. Net Value of Estate (Line 8 minus Line 11) (12) 32,776.65 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 32,776.65 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amauntof Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15) TAX 16. Amountof Line 14taxable at lineal rate 32,776.65 X .0 60 (16) 1,966.60 - COMPU- 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 x.15 (18) 0.00 19. Tax Due (19) 1,966.60 20. D Iqjl!!jKjj$!$,~gl@!~ij~ijJi.jjO!l$~ij~Ii!!l$jij;ml:Ml!l!i;!\_llttl """""""""",}",},\"}}\,,,,""""""lffi'li!!!i$!l1l!hrQ)\!l!!'OOil;l~tillLl'QVgONsP~'R~e'g'iIl!l!!;tlie!:lH!iC!';JjlAtB<<,}","""""" o PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: C. Elizabeth Farner -2001- S\MIIARY OF ALl.OC7\TIONS 'ID BENEFICIARIES Taxable at lineal rate Nancy lee Marks Charles C. Cramer Stacey E. B:ryan Brandi L. Ocker Jeremy R. Ocker Ashley Marks Christian J. Marks Hayley K. Bryan Hanna E. Bryan Nancy L. Cramer Linda K. Holtry 1,000.00 1,000.00 1,000.00 500.00 500.00 500.00 500.00 500.00 500.00 12,616.36 14,160.29 32,776.65 PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 343 East Oranqe Street CITY I STATE I ZIP shi "~ PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 1,966.60 0.00 Total Credits (A + B + C) (2) 0.00 3. InteresVPenalty if applicable D. Interest E. Penalty TotallnteresVPenalty (0 + E) 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT ~rg~~~~~~!~~~~g~3tt3!~~~~~~~+I~~~~~~~81~~I~~ (3) 0.00 (4) (5) 1,966.60 (5A) 0.00 (5B) 1,966.60 "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: s, retain the use or income of the property transferred; ................... b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or. . . . . . , . , . . . . . . . . . , . . . . . . . . . . , . . . . . . . , . . . . . . , . . . . . . . . , d. receive the promise for life of either payments, benefits or care? ,.......,., . . . . . . . . , . . . . . . 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . , . , . . . . . . . . , . . . . . . . . , , . . . . . . . , . . . . . . . . , . . . Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . , . . . . . . . . , . . . . . . . . . , . , . . . . . . , , . . . . . . , , . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other ttian the personal representative is based on information of which Dreparer has any knowledae. SIGNATURE OF PERSON RESPONSIB E FOR FILING ETU N DATE 3. 4. Yes No ~ I B ~ .0 ~ , PA 17257 on on spouse [72 P.S. Ii 9116 (a)(1.1)(i)]. For dates of death on or after January 1, 1995, the t rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P,S. i 9116 (a) (1.1)(ii)]. ThB statute rln.." nnt R"Rmnt a transfer to a survivin spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse isthe only beneficiary. For date5 of death onorafterJuly 1,2000: The tax rate imposed on the net value of tran5fers from a decea5ed child twenty-one years of age or younger at death to orfor the use of a natural parent, an adoptive parent, orastepparentofthechildi5 O%!72 P.S.1i9116(a)(1.2)]. The tax rate imposed on the net value of transfer5to or forthe use of the decedent's lineal beneficiarie5 is 4.5%, except as noted in 72.P.S.li 9116(1.2) [72 P.S. i 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S.li 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copyright 2000 GroatlandlNelco lP - Forms Software Only Estate of: C. Elizabeth Farner The following person(s) are signing the return as representative(s) of the estate: Nancy L. Cramer 831 Crescent Drive Shippensburg, PA 17257 Linda K. Holtry 10115 Red Maple Lane Shippensburg, PA 17257 -2001- REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C. Elizabeth Farner SCHEDULE A REAL ESTATE FILE NUMBER -2001- All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or seU, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned wfth right of survivorship must be disclosed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 343 Fast Orange Street, Borough of Shippensburg, Cumberland County, PA - 1/2 interest ($56,900.00 x 1/2) - real estate sold 05/30/01 28,450.00 TOTAL (Also enleron line 1, ReG"eIIUI"tion) $ (If more space is needed, insert additional sheets of the same size) 28,450.00 7 CPA21 NTF 10904 Copyright Forms Software Only, 1997 Nelco, Inc. REV-150B EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C. Elizabeth Farner SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER -2001- Include proceeds of litigation & date proceeds were received by the estatl!!. All DraD. IOlnUv-owned with right ot 8urvlvorshh:l must be disclosed on Sch. F. ITEM VALUE AT NO. DESCRIPTION DATE OF DEATH 1 Proceeds of Public Sale of personal property 09/12/98 and 12,325.10 09/14/98 2 Real Estate Tax Proration at real estate settlement 05/30/01 72.37 TOTAL (Also enter on line 5, RecaDitulation) $ 12,397.47 7 CPA81 N1T 1\)90a Copyright Forms Software Only, 1997 Nelco, Inc. (11 more space is needed, insert additional sheets of tho same Si2e) REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C. Elizabeth Farner SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER -2001- If an asset was made )olnt within one year of the decedent's date of death, It must be reported on Schedule G. SURVIVING JOINT TENANTfSl NAME A Nancy L. Crarrer ADDRESS 831 Crescent Drive Shippensburg, PA 17257 RELATIONSHIP TO DECEDENT Daughter B Linda K. Holtry 10115 Red Maple Lane Shippensburg, PA 17257 Daughter JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH Include name of financial institution and bank ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECO'S VALUE OF JOINT NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENTS INTEREST 1 AB 01/28/80 Allfirst Checking Account 3,444.25 33.3334% 1,148.08 #0097228117 opened 01/28/80 joint with Nancy L. Cramer and Linda K. Holtry, daughters AB 01/28/80 Interest on above item accrued 0.54 33.3334% 0.18 as of decedent's death 2 B 02/28/89 Allfirst Checking Account 27,415.87 50% 13,707.93 #0067368220 opened 02/28/89 joint with Linda K. Holtry, daughter TOTAL (Also enter on line 6, Recapitulation) $ 14,856.19 7 CPA91 NTF 10909 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C. Elizabeth Farner SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER -2001- Debts I d eel lb d S h d I I 0 eo en mus e reporte on c e U e . ITEM NO. DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Fogelsanger-Bricker Funeral Hare 5,978.20 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 0.00 Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Name: Weigle, Perkins & Associates 2,100.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 7 Register of Wills, Cumberland County - filing PA Inheritance Tax 15.00 Return 8 Register of Wills, Cumber land County - filing Family Settlement 75.00 Agreement 9 Linda K. Klein - notary fee 13.00 10 Weigle, Perkins & Associates - reimbursement for postage, xerox 25.50 copies, and long distance telephone calls TOTAL (Also enter on line 9, Recaoitulation) $ 8,206.70 (If more space is needed, insert additional sheets of the same size) 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF C. Elizabeth Farner Include unreimbursed medical exoenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS FILE NUMBER DESCRIPTION -2001- AMOUNT 4,132.08 1 Real Estate Settlement Expenses - ($8,264.15 x 1/2) 2 Expenses of public sale of personal property 3 PFG Gas, Inc. 4 GPU Energy 5 Shippensburg Health Care Center 6 Payments to various herne-aid individuals taking care of deceased at home prior to entering nursing home (2 years @ $15.00 per week) 7 Shippensburg Health Care Center 8 Penn Credit 9 Dr. Balhara 10 Shippensburg Health Care Center 11 Shippensburg Health Care Center 12 Dr. Balhara 13 cardiovascular Associates 14 Tim's Heating Service - ($26.50 x 1/2) 15 Shippensburg Health Care Center 16 Shippensburg Health Care Center 17 Reese's Plumbing & Heating - ($24.00 x 1/2) 18 Chambersburg Hospital 19 Chambersburg Hospital 20 Fayetteville Vol1.lllteer Fire Department 21 Chambersburg Imaging Associates Total from continuation paqe (s) 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Ree"ellul"tion) (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. 2,446.45 42.59 28.69 1,588.00 1,560.00 10.56 24.79 162.73 200.06 189.50 70.39 19.82 13.25 189.50 189.50 12.00 45.90 116.63 130.00 21.49 3,526.38 $ 14,720.31 Page 2 Estate of: C. Elizabeth Farner -2001- SCHEDULE I -- Debts of Decedent, M:>rtgage Liabilities and Liens Item No. Description Atrount 22 Nationwide Insurance - hareowner's renewal ($119.00 x 1/2) 59.50 23 PFG Gas, Inc. - date of death through December 1998 ($401.04 x 1/2) 200.52 24 Borough of Shippensburg - date of death through December 1998 ($379.33 x 1/2) 25 GPO Energy - date of death through December 1988 ($235.04 x 1/2) 26 sprint - date of death through September 1998 ($115.90 x 1/2) 27 GPO Energy - January 1999 through 05/30/01 ($286.53 x 1/2) 28 PFG Gas, Inc. - January 1999 through 05/30/01 ($2,443.08 x 1/2) 29 Borough of Shippensburg - January 1999 through 05/30/01 ($1,049.68 x 1/2) 30 Real Estate Taxes - January 1999 through 05/30/01 ($1,607.16 x 1/2) 189.67 117.52 57.95 143.27 1,221.54 524.83 803.58 31 Nationwide Insurance - hareowner's premium January 1999 through 05/30/01 ($217.00 x 1/2) 108.50 32 Check drawn on Allfirst Checking Account #0097228117 clearing after date of death, to Chambersburg Area Advanced Life SUpport 40.00 33 Nationwide Insurance - hareowner's renewal ($119.00 x 1/2) 59.50 'IOrI\L. (Carry forward to main schedule) . . . . . . 3,526.38 REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER C. Elizabeth Farner -2001- RELATIONSHIP TO DECEDENT AMOUNT OR No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) SHARE OF ESTATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) See Schedule attached ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 7 CPA13 NTF 10913 (If more space is needed, insert additional sheets of the same size) Copyright Forms Software Only, 1997 Nelco, Inc. Page 2 Estate of: C. Elizabeth Farner -2001- SGlEDULE J, Part 1 -- Taxable Distributions Item No. Name and Address of Beneficiary Relationship Arrount 1 Nancy lee Marks 4 Cambridge Place Catasauqua, PA 18032 Grandchild 1,000.00 2 Charles C. Cramer 144 Onyk Drive Charnbersburg, PA 17201 Grandchild 1,000.00 3 Stacey E. Bryan 75 Walnut Dale Road Shippensburg, PA 17257 Grandchild 1,000.00 4 Brandi L. Ocker 4 Cambridge Place Catasauqua, PA 18032 Great-Grandchild 500.00 5 Jeremy R. Ocker 4 Cambridge Place Catasauqua, PA 18032 Great -Grandchild 500.00 6 Ashley Marks 4 Cambridge Place Catasauqua, PA 18032 Great -Grandchild 500.00 7 Christian J. Marks 4 Cambridge Place Catasauqua, PA 18032 Great-Grandchild 500.00 8 Hayley K. Bryan 75 Walnut Dale Road Shippensburg, PA 17257 9 Hanna E. Bryan 75 Walnut Dale Road Shippensburg, PA 17257 Great-Grandchild 500.00 Great-Grandchild 500.00 10 Nancy L. Cramer 831 Crescent Drive Shippensburg, PA 17257 Daughter 12,616.36 11 Linda K. Holtry 10115 Red Maple Lane Shippensburg, PA 17257 Daughter 14,160.29 ,- SHIPPENSBURG, t-'A 17257 .- LAST WILL AND TEST~~E~T !. r [l.jZ..\BET}; :'r\r.~~::::y,-:. bt;>in~' of :..u'J.lld r.',~IH:. :::p;::~-):,,\, ,:lld ;l:~derstanding. du :nL.:l\t'. p::h:ish l1:1d del 1 <"':;'t' tr~,s ;-::\' :::;' 'II:;} ':::':ld Tr,:..:ilrnpn:. hl'!'011Y n'vokillg all pr-:lH' wiJ ls . .. '" ,1nc. Cl;,~ 1 C 1 .:' :;~.llll" ;1: jl.llV l ; :nf' Ot"'for't~ hy mp r il:ST d ~ :-- t ~ r ~ il,l t ;1 ~; ;:lY f'uneral (~X;h':1~(>S f)f' iJ<1; C <1:, :,oOIl t1S PI'.,c::. ; ca I aft er my Ot'J t h. SE(;O;;;) : d i ~'r'l' ~ ~ h;lt ::iy ddllg;h: f~r, 1.: nd;1 ;":;1\' i:o; ~ ,;,y, IH" pl'im:: t t'.d ....0 r0:noV(' ill; uf tht' jtl~:nS of Pt!f'sona1 propf':'t\' v.':::c:; S:H' ~:;IS stOt'f~(~ :':1y homl' ii.:1d wh i el: ;lrt' her ~.:; II 1 t. ;:',ilY tH' l'o::vpn i ent pr'opert.y ,u; soon <J:t(~r my pass:ng dS per J hi1nd wrjtt(~n list Sigjlt'(~ b:J::: hy mysf.l: ;:;I(i ::If' :.;aid I"im1a E;i.y Holtry and lt~ft with this my ;.as: \\'i11 .1nd ~estamp.nt THIRD: I g;vP i~nd bequeath to my da.ugh~er. :~ancy ~,(l\.:i~;(~ Cii1mf'r, ~hf' :ol:ow.ing jtl~ms of persona.; pr.operty; SpOOl s:'::':ic. ber'~'y' glass wa't,er pitcher and glasses. large d;-op leaf Llblc \li':th C;I1W feet. oil la~ps with red oil and the Shirley Temple glass(!s. FOI..:f-~TH ; I give and beq~eath to my daug~l~e~, :i~da ~ay Holtry, small drop leaf table fr'om Pee:':ess. small cedar chest. the rarner Bell. the Farner Bible. captain's chair with green velvet. sewing " " :i ii I: I' Ii I , machine. Ranger Joe mugs and bowls, and Dean Koor.tz books. I give and bequeath to each of my grandchildren the sum o~. FIFTH: $1,000.00 together with a set of Avon Christmas plates and Christmas glasses to be chosen at my executrixes discretion. H. ANTHONY ADAMS _ ATTORNEY AT LAW _ 128 EAST KING STREET, SUITE A _ SHIPPENSBURG. PENNSYLVANIA 17257 5~XTH: g-iVI' iJ:~C ;It'q~:t~d::: :ht, \'~:-;~~~,l i';;.lSt, d;::,:lt~S ~(l ;:'.\' g:-~~cson, Ch~r'~es Cr"ame:' SEVE:\TE: give and bequeath rhp n~up ~~llow di~iles ~u ~y g.~nddaughte.. Stacey Sh~nnon. I: II I' 11 " 'I " !i " I II I' 'I [, ,I :1 Ii Ii 'I Ii [ , EIGHTH: ] give ~rld bpqlJei1ttl :l\e Roya: Swirl dishes tL) my gr'J~ddall~hter, ~ancy LeE' Oc:ker'. :,r:\TH: : givp and bequeath to each of my great grandchi:dren th~ SUit of S~IOO,OO. 1E:\111: Tht' n~st .1Ild re~.iciue uf my est~1e. Ot' it rea], ;:"ixPG Or' llprSllnal, whatsoever' ~nd wtler'pver sj~l]ute, : give, d~vjsp ~rld h~queath ~tl my diwghtcn;, ~ancy Lnujs(~ r.ramer and Linda Kay Holtry, in equal shores. shore and share alik~, per stirpes. ELEVENTH: I nomina:e and nppoint my dnughtprs, Nancy Louisp ~ud Lindo Kay Holtry. os the Executrixes of this =y Lust Will nnd lestamcnt, IN WITNESS WHEREOF, I, C. ELIZABETH FAR:\ER, to this my Last Will ");-11) and Testament, set my hand and official seal, this y,) day of January. 1991, ,) (~ (i .~ _I' '- - &- /' :,; ,I<.({.: I,.'M c<. (SEAL) Sworn to and subsc~ibed, declared and published by C. ELIZABETH FARNER, as her Last Will and Testament. and so done in the presence of we the witnesses. who sign at her request. and in her presence. and in the presence of each other. ~\ ~~~~-C) } ,---f~(",- !S-~'- .d~{.,,~ H. ANTHONY ADAMS _ ATTORNEY AT LAW - 128 EAST KING STRItET, SUlTE A _ SHIPPENSBURG, PENNSYLVANIA 17257 --------- ------~._-~._--_."-_.,----_..+------ C'~j~~~(";::~EA~,TH OF PEX;:S?l.\'A::IA: ss SO~~TY or C~XBERLAKn I. C. ELIZABETI{ F^R~ER. WhllSt' n;lrne is signed to :h~ ~o=.t~go~ng ~~s~ru~ent. having been duly ql;~:~~jed acco~djr:g :Cl :~~, dCl ~:ercby ;lcknowlectge ~hat I signed and executed the instrumer'.7 ::s ::'.y l.as~ Wi 1: ~nd Testnmen~: and that ~ signed it wi~ling~y: and th~: : s~gnpd jt cs r..y ~rp.t. ilnd voluntary ~ct for tht. p-...:rp(l:{es thereiI~ ('xp:rt->ssed. ,,/~. . t A 'I '" 7, " . ,- v. :-, ", .l'-7.( F_ --+------------------ Sworn to and acknowJedged. hefoI'~ me. by C. E:':ZAlJETH FARNER. :he Te",,:rix, .....is i,../", day 01' l""'ua~y '99' .......L---:-~ ............... "" ! / / ( I . ( I _______-L_________~__ ;;a: a:'y Publ i c , j, '1/ I I J ['(]X~ONWEA;,TH OF PENNSYLVMIIA :SS COUNTY OF CliMBER LAND We. H. Anttlony Adams and S~Ii1rOn Coleman Adams. ~hp witnesses whose names are signed to the foregoing instrument, being ri~;y q~a;ifled .lccording to law. do depose and say that we saw the Tes:~trix sign and , execute the instrument as her Last Will and Testament: that she sIgned " Ii willingly and that she executed it. as her free and v()~;.;n:il.ry act for j! the purposes therein expresspd; that each of us in the hearing and II sight of the 'restatrix signed the Will as witnesses. 2.;1C ::h.1t to the I best of our knowledge and the Testatrix was at the time at least I eighteen (13) or more years of age and of sound milld and under no I constraint or undue influence. 1-\ ~- '..- ,--, (" ( ,,_,I~ " '-. ,~' '--_/ '-.. I ' j- \" / ! Ii lLt"-... \-.J ,r ...--: (~L,c 1 ~. -/ /. {(t'"-'V(<-~ Sworn to and subscribed before me by, H. Anthony Adams and Sharon Coleman Adams, the witnesses, this .;'1~ day of January, 1991, II I '\ _ __'" r J II;; ire . /) VI ;'U "\l,'{iJ Notary Public I II H. ANTHONY ADAMS _ ATTORNEY AT LAW _ 128 EAST KING STREET. SUITE!: A _ SHIPPENS8URG, PENNSYLVANIA 17257 A. U.S. WARTMENT OF HOUSING /IIld URBAN DEVELOPMENT . SETTLEMENT STATEMENT LIBERTY LAND TRANSFER, INC. 4660 Trlndle Road, Suite 101 Camp Hill. PA 17011 Phone (717) 975.9915 Fax (717) 763.7460 01.18 No. 2S02.0266 flTUPflO to!OOfDfiIU B. TYPE OF LOAN ~. I ) FMHA 3~) CONY. UNINS. &. I I CONY. INS. 11. LOAN NUMBER; I. ()rHA 4. I IVA e. FIL.E NUMBER: 90402 I MORT. INS. CASE NO. C. NOTE; Thillorm II 'u,ni.hed to give yov I Ilalemenl or Ictulllelllement COltS. Amoun'. pa.d 10 and by tho "lIloment egont oro .hown. IlOms mllkod '(p.O...)' ""e Plld OII1llde the closing: lhey 110 lhown ho.. '0' inlo,mallonel pu,P.'" end are nol in.lude~ In 'he '.,011. O. NAME AND ADDRESS OF BORFlOWER: !. NAME AND ADDRESS OF SSLLER. F. NAME AND AOoRfSS OF LENDeR; DARCY A, GRIFFITH NANCY L. CRAMER ORRSTOWN BANK C.ELIZABETH FARNER ESTATE G. PROPERTY LOCATION: It SETTLEMENT AGENT: 343 E. ORANGE STREET SHIPPBNSBURG BOROUGH, CUMBERLAND COUNTY, PA. LIBERTY LAND PlACE OF SETTLEMENT: 4660 TRINDLE I. SUlIIolIRY OF 10RROWU'S TRANSACTION: IDO. GROSS AMOUNT DUE FROII 10RROWU 'OI.Conltl.llllesa,lce 56900.00 '01 PlltIOIllI DroD"tv IQ Selllemenl chilD.. 10 b.rrower (line' 400) 2207 . 75 104. ,... AclJuI1I'1I8I1l1 fOl ileml Pald bv lell" In odvance 1000CIIVnowntIJI to '07 CO\IIIlVlI. 05/30/01..12131/01 103.72 101. AtlOlsmon11 10 '01 1..001 05/30/01,.06/30/01 41.01 110. 10 '11. Ill.. .,tl. GROSS AMOuNT OUI PROII IORROWER 100. lMOUNTS PAID IY OR IN 8~LP OF IORROWER 11I1. O_lil or earnoll monav IGt. P'lnelDII emOUN 01 new \o;n(11 J03 elllllno 101/1'1' ~.n IUbllCC to >Of 59252.48 500.00 45500.00 ..~ ..CARPET CREDIT FROM SELL ..,. CLOSING COST FROM SELLE 101 . 2000.00 1700.00 Adiustment. 'or lIeml unpaid bv IOn.. "O.CIl./T_bll to "'.CountvCb 10 "'.AllOlentOl'" 10 111 Ichou1 to IU. ".. .... '" III. "0 'Ill. TOTAL .AID IVIPOR 10RROWER 300. CASH AT RTTUMefl' fAOM OR TO BORROWER ..,. Grose amounl duelrom borrow.. IIIne 1201 ... Le.. amount .aid bv/lor borrowor (fino 2201 303. CASH UllFROM) U ] TO) 1I0RROWER 49700.00 59252.48 49700.00 9552.48 -Wu d ..,., "IloI'~no.... ~ I SETTLEMENT OATE: TRANSFER, INC, 05/30/01 ROAD, ST 101, CAMP HILL, p~ K. SUMMARY 0' SELLIA'S TRANSACTION: '0'. GROSS AMOUNT DUE TO SELLER .01.C.nlracl salos orl.o ....P".onal property 403. .. lIOot. 56900.00 40i. Adiu.lmonl. for it om. oald bv I.llor in aovance 1ot,CI1V/Town l21C 10 '0' Covn" II. 05/30/0110 12/31/0 .OD.Ano~!mont. to ... S....I 05/30/011.06/30/01 103.72 41.01 '10. 411. <412. I. m GROSS AMOUNT CUI TO SaLe! OOO.REDUCTtONS IN AMOUNT CUE TO SELLER "..Exc... deoolll (.aelnslrucl;OI\II ,0'.Se\llemont Char... 10 1111.. lIine 1~OO' "3.Exlolln. Ioanll' taken .ubiectlO .....P.yoll 01 Flrsl Mortgage L.an INH. TAX ESCROW H!i.Payoft of SIcond Mongage loin 57044.73 4564.15 2600.00 .~.CARPET CREDIT TO BUYER 001. CLOSING COST TO BUYER !lOll. .~. 2000.00 1700.00 AdlUSlmonl1 lor ilorno unoald bv ../lor 610Clt\l'/Town lal to ISl1.Coul1tlt'CI. 10 SIl.A~:o"mQnl' to 'Ia. School 10 114. i16. III. 111. ill. 61t. UtI. TOTAL REDUCTION AMOUNT DUE SELLER 000. CASH IT sa1'LEMENT TO OR FROM SELLEA 6OtGron amount dye to seller tllne 420) 101,1.11' reduclion arnoUtlt d""l ,,,II,r (line 5201 10864.15 57044.73 10864.15 45180.58 003 CASH (I ):TO) ([ I PROM) SELLER Y'\ n. ""tCA ;Y ~..... )'1(\,1"" ,J I;'l AI. SoIlOt" Stonal~' "l' ~';.I. -K~ I-!DU 14'( LAw HUD.'IIov."" L SElTLEMENT CHARGES 90402 PAID FROM PAID FROM 56900.00 6.0 BORROWER'S SELLER'S 700. TOTAL SALESfBROKER'S COMMISSION baled on price $ ~ Division of Commission (line 700) as follows: Total: $3 414.00 701. $ 1707.00 10 REMAX HOMEFINDERS " :~":~: 702. $ 1707.00 10 REALTY EXECUTIVES . ..... .:g. .'.: ::df@tM~:~,;':~:::-$::;:;:; ;.:.::::jx::'.:~m:::~i 703. Commission paid at Settlement I 3414.00 704. I I 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % 602. Loan Discount % 803. Appraisal Fee to ORRSTOWN BANK 250.00 804, Credit Report to 805. Lenders Inspection Fee 806. Mortaao8 Insurance Application Fee to 807. Assumption Fee 808. APPL. FEE ORRSTOWN BANK 200.00 809. UNDERWRIT . ORRSTOWN BANK 200.00 810. DOC. PREP. ORRSTOWN BANK 200.00 611. FLOOD CERT ORRSTOWN BANK 30.00 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest from 05/30/01 1005/31/01 @$ /day 902. Mortaaae Insurance Premium for mo. to 903. Hazard Insurance Premium for vrs.lo 904. vrs.to 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mO,@$ /mo. 1002. Mortgaoe Insurance mo.@$ /mo. 003. Citv!Town tax mo.@$ Imo. 004. Counlv lax mo.@$ 14.67 /mo. 005. Assessments mo.@$ /mo. 1006. mo.@$ 40.24 /mo. 007. mo.@$ /mo. 008. mO.@$ /mo. A? 100. TITLE CHARGES 1101. Settlement or closina feeto 1102. Abstract or tille search 10 1103. Title examination 10 1104. Title insurance binder 10 1105. Document preparation 10 JERRY WEIGLE, ESQ. 75.00 1106. Notary fees 10 CASH 8.00 5.00 1107. AlIorney's fees 10 (includes above items No.:) :rSi:tf~~~~ ,:t.~%~ K .' '. .It 108. Title Insurance to LIBERTY LAND TRANSFER 570.75 (includes above items No :) 300 900 1109. Lender's coverage $ 54 000 h 110. Owner's coverage $ 56 900 ~.:;:~. '1111. ENDORSE. LIBERTY LAND TRANSFER 100.00 112. 113. 200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording fees: Deed $ 25.50 Morlaage $ 29.50 Misc.$ 55.00 1202. Cilv/countv laX/slamps: Deed $ 569. o o Mortoaoe $ 569.00 203. Stale laX/stamps: Deed $ 569.00Morloaoe$ 569.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 302. Pest Inspection to INTERSTATE PEST 25.00 303. HOME INSP. POC BY BUYER 304. HOME WARR. AMERICAN HOME SHIELD 365.00 305. WATER/SEWR SHIPPENSBURG BOROUGH AUTH 136.15 i~OO~ /(!A;;... '~cTTLEhiEff( CHARGEf:i(enter on I~nes 103 and 502, Sections J and K) 2207.75 4564.15 SETTLEMENT STATEMENT Page 2 ParUe. agree that no liability is assumed by Selllemenl Agent lor Ihe accuracy of in/ormalion furnished by olhers as shown on the HUO-' Settlemenl Slalement. SeUlemenl Agent hereby ..pressly reserves the right 10 deposit any amounts collecled lor disbursemenl in an inlerest bearing accounl in a Federally insured inslitulion and to credit any interesl so .arned 10 ils own accounl a. additionel campenutlon lor lis services in this transacllon. HUD CERTIFICATION OF BUYERS AND SELLERS I have careruUy reviewed the HUD-1 Selllement Statement and to the best 01 my knowledge and beliel, it is a true and accurate statemant of all receipts and disbursements made on my account by me In this transaction. I further certify that I havo roceived a copy of the HUD.1 Sottlement Statement. ~~ Buyer's Addre.. & Phone: ,)J0vy> tJu::f. ~^ \). "-"', '" I Y\t~ \.M;::P ~ {IJI.-Y\\ f'I, ;?f. ~ -to . ~~ Seller'sSignaturJ- He-lA-oS 'AT u.w U Seller's New Address & Phone: . ,Iement which I have prep.red Is .Irue and accurale account ollhis transaction. I have caused or will cause the lundslo be disbursed In accordance with this lIIalement. c...c;/2J:>/Ol Selltemenl go I Date WARNIN1~ i~B D'.~8dg::~~~~~ 'rC:~f ~~':rS:~I~~~~tlsol,O the United Stales on this or any simlla, form. Penallies upon conviction can include a line and imprisonment. For detail. see HUO.' Re.... 5186 ELLER NAME J.../4/.y!J,,e. J.JoI..~ ,DDRESS /Ci//. {" I1d %Itf )..I};L/E ~ A 1 ~ j/-t> A/$ 13" ~ t?-4- XATION OF SALE S II Lf;7 h / ~~,../l S ,UCTIONEER U A N f!-.e,eS tJ ffi,t cT. ,~.bIJ FINAL SETTLEMENT '7//;;Z/fJY DATE OF SALE f/://7 r PHONE .5:1 ;z-r.s?~ ZIP /70lS 7 PHONE S.3,2 - 96 y 7 ( SELLER'S EXPENSES) 7/2 ? ;?.5,oC; PROFESSIONAL FEES g'~fj;r / /..2.(f)~ AUCTIONEER /(1 $ $ 7~J.6)O ( RECEIPTS ) CASH $ $ ClERK CHECKS OTHER RECEIPTS 9//:(,J9? ,. 7//'jJt? . $ $ $ $ $ 10 9:J.t. ?S $ /3 jt,3S $ $ $ TOTAL RECEIPTS $ / ~3dlS.1 0 LESS TOTAL EXPENSES $ :< If '1~ , 1.f..5' NET PROCEEDS PAYABLE TO SELLER $ I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds from the auction of my goods and property sold on the above date. I accept all responsibility for providing merchantable title to all goods, and property sold, and for delivery of title to the purchaser. O<~~ Date 9/1</)'18 Dote (Seller's Signature) Dote SEWR'S COPY .- . !l allflrst June 22, 2001 :\lIfirsl hnancial Cc.'ntc.'r ~.;\. Po. Hm.: W)() \lillshow. Dr 14'-1(1" Weigle, Perkins & Associates Au: Jerry a. Weigle 126 East King Street Shippensburg, PA 17257-1397 RE: Estate of C. Elizabeth Farner Date of Death: May 16, 1998 Social Security Number: 180-07-6844 Dear Mr.Weig1e: In respcn::;e to yo::r reque~~, plec.se be advised th9.t at the tlm'? 1)[ defl.th, the abnvp- named decedent had on deposit with this bank the following accounts. I. Account Type........................... Relationship Checkingw/lnt. Account Account Number....................... 0097228117 Ownership (Names of}...... Elizabeth C. Farner or Nancy L. Cramer or Linda K. Holtry Opening Date........................... 01/28/80 Closed.....8/3/98 BCllanceon DateofDeath.........$ 3,444.25 Accrued Interest $ 0.54 Total.......................................$ 3,444.79 2. Account Type........................... Relationship Checking w/lnt. Account Account Number....................... 0067368220 Ownership (Names of}...... Elizabeth C. Farner or Linda K. Holtry Opening Date........................... 02/28/89 Balance on Date of Death.........$ 27,415.87 Accrued Interest $ 0.00 Total.......... ................ .......... ...$ 27,415.87 . Page 2 June 22, 2001 ~Thls f('spanS(" does nor apply to any assets held with Allfirst Brokerage, where Alliirsr &'"Ulk IS servl11g as H tnlstee, nor to any credit cards o\\ned by Bank of Amenca bearing Allfirst Bank's name.~ If you have any further questions on these accounts. please contact the branch of record which is: Shippensburg. 35-39 East King Street. Shippensburg, PA 17257. telephone 717-532-4132. Sincerely, 11I.d. ~~ Mary Anne Macielag Associate IjCIS (302) 934-2240