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Home My WebLink About01-0776 PETITION FOR' PROBATE and GRA!NT' OF "tEntERS ,-0 -D11 Estate of George M. Rudy 41$0 known lIS _ named _lg6q (scale r~c:vant circumstances. e.,. rallJlCiadOl1, deadl ~r eDQalOC'. e1c.) D~dent was domic;iled at death in Cumberland. 1 his last family or principal residence at 703 Ohio Aven"lI~, CountY. P~YIYania. with T,pmnynp. p~ 1704"~ (IiII1CNIl. _._IIlCIIft~K)', Decmdmt. ~ 85 years ofap. died' July 30 at lIoTy Spuit Hos ital Except as follows,deceden.t dldnot JDIlI}', wU Dot ctivorc:ed aDCl;did Dot have a c;hi after execution of the will offered fOI probate; was DOt the victim of a killiDcllld wu incompetent: ., .' . ;J I , I .Decendent at death owned PIOperty with .eatimaIed values as follqws: (If domiciled in Pa.) All pmonalpJ:'opcrty. ! (If Dot domicl1ed in PL) Pe1nonaJ property ill PeDJ16ylvania, (If not domidled in Pa.) Pcnow propertY m CoUnty ! Value of real estate in Pcnnsylveia ~tu~ U fono~: 703 Ohio Avenue, Le~oyne - 2001 . bom or adapCed. , adjudicated S- 277 ,111.85 n S ' S S14L:.uou.uu PA 17043 H WHEIlEFORE, petitioner(s) resplCt.fu1lY reQuelt(s) thcpro*e of tbe last will and codlcU(s) presented herewitbaNl the,rant of\ellers: 1:estamentary . . . .' (l_aJDelIr"ry; MoIiiaUDatiaD c.La.: ~ d.I>>.DoC.,...) ~OD. ' i ii ~- 1- ~! It; I ~~ (,~ q%uM : / 11-1.- \ OATH OF'PERSONAL REPRFS~NTATIVE COMMONWEALm OF PENNSYLVANIA} .. COUNTY OF Cumberland . The pelitioner(.} a~e-named 1WClU'(.) or affino(l) that cbc statcmalU in.&be f~ peUdoD are true and correct to the best' of the knowledae and belief of petitioiu=r(s) ad that u pfnaDaI rcprcICIl- .lIllvc(J) or Ihe .- -. poeitioae<(.) will ~ vuIy __ tile :-...........10 low. Swom to or a ~ JIId sublcri .,~. ~~ /~ - f bet: cmemls 7 of . ~ ! - No. ~/~O/- 77& ~tate of. Geor{!e M, Rnny , D~ceased DECREE OF PROBATE AND GRA~T OF LETnRS .~D NOW 17 fA r;, < A f5T' 20lU...--:. in consideration or the petirion on the "reverse side hereof. . satisfactory proof havinc been presented 6etorc me, IT IS-DECREED that the inSltument(s) dated February 2. 1 g,ng .. described therein be admitted to pro~ate ancl fLled ollecord ulhc last will of George M. Rudy and Lenen Testamentary are hereby cruted to Kathleen Ann Merris lrrL~. (~~/~;rm . of Will5 FEES Pr~blUC. ~euers, Ecc. ..:...... ~ Shan Cenificatcst'3>,tip <;.' . . . .. ~ __bodO. ,X:-'::!li!J" ~ Filed .... ~ ~l~Q/~. =.~. ~~~.. James E. Reid. Jr.(18012) I II ATrOIlNEY (Sllp. Cr. IliD. No.) 3425 Simpson Ferry R9ad c'amp Hill, PA 17011 I ' .U>DRESS (717) 763-1121 PHONE '-. ~ LAST WILL AND TESTAMENT of GEORGE M. RUDY #1, GE0hGE M. RUDY, a resident of the Borough of Lemoyne, county of cumberland, State of Pennsylvania, being of SOllild mind and memory do make, publish and declare this my Last Will and 'restlilment, hereby revoking any and all wills by me at any time heretofore made, thus disposing of my entire estate. ITEM I. I give, devise and bequeath all of my estate, real, personal or mixed, which I may own or have the right to dispose of at the time of my death to my wife, Bertha Mae Rudy, as her property absolutely. ITEM II. Should my wife, Bertha Mae, predecease me or should we die under such circumstances that it cannot be determined which of us died first, I direct that my Will shall be construed as though my wife predeceased me, in which event I give, devise and bequeath all of my estate, real, personal or mixed, which I may own or have the right to dispose of at the time of my death unto my daughter, Kathleen Ann 1V1erris, as her property absolutely. ITEM III. I direct that all taxes that may be assessed in conseouence of my death, of wh:;tever nnture and by whRtever jurisdiction imposed, shall be paid from my residuary est(jte as a p&rt of the expense of the a(;ministration of my estate. ~- /h /c2-e'~r ~f'!,ii ~,-1 ~ eo r (,Ell ill. .. _ . ITEM IV. I nominate, const i tute and. appO~Lnt :ny wife, Bertha Mae, as Executrix of this my Last will ~~d Testament. In the event my wife shall h~ve predeceased me, or shall refuse or be unable to ~ct as ~xecutrix, I nominate, constitute Rnd appoint my daughter, Kathleen Ann IV:erri~, Q.S Executrix unoer this my Last will .9.nd '2estp.Y'1ent. I direct that insofur as the same ma.y be omitted by llilW, my Executrix shall not be required to post any bond for the Administration of my estate in Rny jurisdiction in which she may act. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, which consists of two (2) pages, to each of which I have afi'ixed my signRture, this d4<-d day of d~ 1969. ~~o3i.~~SEAL) Signed, sealed, published and declared by George M. Rudy, the ~.bove named 'l'estator, as and for his Last 1~lill and Testament, in the presence of us, who at his request, in his ?resence, and in the presence of each other, all being present at the same time, h~.ve hereunto subscribed our names ~s witnesses. iI~~w~ )~~~ residing at 2/c5 So. 6;-~g. ~ /it. residing at2lS.,Jo-; &zu~.Q~.. ~~M., f-fl 05.fU)" ~FV 91P.(" This is to certify that the information here given is correctly copied from an original certificate of death duly ftled with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. 7619131 /2.,,,,,, ;h;: ~"'r Local Registrar Fee for this certificate, $2.00 p JUL 30 ZOO1 No. Date 05.143 R... 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH NAME C6 DECEDENT (fIr_. MidcIe. L.., ..Geor ge M. Rudy AGE (L" ~l UNDEIl. YEAIl - Dayo SEX a. Ma 1 e STAtE FilE NUM8EA SOCIAL SECURITY NU"'BER ~172 01 - 1699 o 0.0(11 1IIflTHPI.ACE tc'Y.... SUlIe 01 f Of8lgn CounIrYl 8 5 Y... COUNTY OF OEAI'H Pa. PlACE CY DEATH feNd DAy l)I\8 -- ... tnSlrucltClnS on 0Ihet .-. HOSl'ITAL, _ J8l ERIOull>ot_ 0 000\ 0 ~o .71t. Cumberland DId - ...... -' ....l9 :....":".::'''' lemoyne YOTHER.S_iF.... _. _Sur_ . Carrie Mehargue "'ORMAHT'S__AIlDfESS_~_.ZipCodol __ 407 Penn Ayr Rd. CampHill, Pa. 17011 PlACE OF llISPOSfTIOH. -"'e-. c.-y LOCAnON .c~ _. Zip~ .. 0IIl00 "'- Longs Cemetery Halifax, Pa. 17032 210. 21.. lWUTALSWUll._ -.........- ~~ ... Widowed ....0.....__.. RACE.____..... - ... Wh i t e SIMVMNG SPOuSE (It..... gNe INldIn IWNt ) Cumberland DECE 'SUSUAI.~ (~"tr:i:!':' "=':::.1.:7' 11 Self Employed ....Estate DECEDENrSIo1AIUNG_S8r.;....~._Zip~ 703 Ohio Ave. Lemoyne Pa. 17043 ... ~'S_",,,, .........LOIl) .. George E. Rudy WOIlMANTSNAMEITypClI'rinI) Kathleen A. Merris UETHOOOF DISPOSmON O _Kl ~O ___0 ~ 0lIICfcs-c,. ... _OFF\JN!' ...... o 2001 NAME ANOAOIlAESSOFMCIUTY aac~ichardson F.H. 29 S.Enola Dr. Enola,Pa.17025 LICENSE H\JM8ER ,- I ............ :_Iftd.... I I , PAIlT .: 0IIl00~_~.._... ... _ .....-.p.g_...../nMRTI. M. l f3S 11.... H. U. MIlT I: Entetm........ ....01' c:ompIil:.MioM.which caUMdlbe death. Do noI enIer the rnodeof lillanlyonecauMon..mline. Th : lW .. DUE lOlOR AS A CClNSEOUENCE Of): fiNe retpiracory ."....Ihoct( or he.n ,....... [ :. d. WERlE AUltlPSY FINOIHGS AaILABt.E PAlOR lO COMPt.ET1ON OF CAUSE Of' OEAI'H? DUE 10 lOR AS A CONSEOUENCE Of): DUE 10 (OR AS ACClNSEOUENCE Of), MANNER OF DEATH v.co NoD - -.. -... o o o ORE OF INJURY l-.Ocy. _I T_ OF INJURY INJURY lit WORK? DESCRIBE HOW INJURY 0CCURlIE0. No~ - """""sI_ o o o PLACE OF INJURV. AI _....... _. ......,....... "'-- ....,- _. .... 0 NoD Could not be dlIttnnlned h~MD -- ClIIITIPIEJII~"'" onct .e&n'WVWG PHYSICIAN (PhyIICWI e.wying cause ~ ~ when anoI'Iet ghyscoan has pronounced ded\ ana canptMed tIem 23) T.-'a..tot...,knowledge. ....OCCUfNCI.........CMlM(.)andrnanner....................................................... a. -PIIONOIIINCINQ AND catI1'IFYlNQ flH'YSICIAN l~ boch pt"0I"IQUtlC1nQ OMIh.... cer1lfyng fOQuSI fA aee1hl -.... beeI of JaY knowINoa. .... OOC..,.......... .... and .-ce. and" to .. c.......)..... mennet......... . . . . . . . . . . . . . . . . . . . . . . . . 'MEIllCAL EXA_IlICORONER On......... of .xamlnatlon ancIfOf' lnveatigatioft.1n my optnlof'l...... occurred It the dm.. d.... and place. and d.... 10 the cau..(s) and ~..~.....lcd......................................... ......... ................ ................................ 0 REGISTRAR'Sa;::URE ANI) NU"'BER ~ ~I/~t /j'/I n ~ ~ c1/-CI- 71& REGISTER OF WILLS OF COUl'lTY OATH OF SUBSC~'RING WITNESS ..... : codi,il (each) a subscribinc witness to the will presented herewith. (eacll) being duly q law. depose(s) and say(s) that . siped J a witness at the 1 . cscncc of each other) (In thCl presence of the the lestal . silIl the same and that request of testat in h- pfesence and (in the other subscribilll wiIDCSS(es)). Sworn to or affirmed and subscribed re me this day of 111 (Name) (Address) /' R~riste' (Nfl1ft~J / (Address) REGISTER OF WILLS OF Cumberla~d COUfllTY OATH OFNPN.SUJlSC~JRJNG WITNESS _()c,p/'lvw r-"lff1.U--- ~,~ If'M{;J- f (tfrv? . (each) a subscriber hereto, (each) bc1nS duly qualified accorc:tin8 to law. deposc(s) land say(s) that we are ffJDiliar with the si&nature of, GeoTie M Rllrly . ~ of (one of the 5ubscribinl witnesses [0) the wiD testata r that we presenlc(ll herewith and GOdiaUc belitve5 the signature 9" [he will is in [h, handwritln, of George M. Rudy to the best of _our ( Sworn to or affirmed and svbs,ribed before me this "r r- tnowled.c and belief. (N/unt) () J 0 iJ j -)';/.1 it;?? fr;/VtI ft--:71- ~D -.! t1 10,1 i', r (Addms) 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 REID JAMES E JR ESQUIRE 3425 SIMPSON FERRY ROAD CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 172-01-1699 FILE NUMBER: 21-2001- 0776 DECEDENT NAME: RUDY GEORGE M DATE OF PAYMENT: 10/24/2001 POSTMARK DATE: 10/23/2001 COUNTY: CUMBERLAND DATE OF DEATH: 07/30/2001 NO. CD 000429 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $20,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: JAMES E REID JR CHECK#1012 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $20,000.00 MARY C. LEWIS REGISTER OF WILLS t .,,~~ <i. 1 .. ~ ,,:~ lii~ li ".'! . .' ''''it. ;'J I. ,. ( , 'J j;r, ~tl) .j. ,."~i J../. i 'ril; 'r) 'I '!~ J ~J}J;}~:~\ I:,' ," ~ :>~ 4 rr.-:{ ;- _.......~ .~- i'~" p . 11..(..'."~'> :.) I \.\: " ;i'<O < 01 l ~~~~: i~, (~} i \. "'! \.',\ / '-0..: '~.,....._,~-vcPoY cj~ ~ ~; ~~..~ ~~; < <t:; ~~.; ~~.....l: ~ ~.:p ~~~ CZ}~ .. ~ ~ ~ '3 (1) (/) ::J o :c t:: 5 ~ oct! >.5- ccn(V') (/)::J(1)0 -0(/)" (/) = 0 ::J '- s: 0 T- ~--g~<3: ...J0ct!.....a. ..... - ::J .(1).....Oai 01i)~0Ci5 ~ '0, E (1) ';: ct! (1) ::J c: ct! ~O:::OOo co o ;::: g: d a: ::> ~ cr a: <( :r - -- - - - - - - - ';'1 1;\'1 ('.1 ,:r t.:, ,.,:. .i- f-:' ..... 1.\\ I'" .,.. - ::::: - - " ~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: George M. Rudy Date of Death: July 30, 2001 SSN: 172-01-1699 PAFileNo.: 21-01-0776 To the Register of Wills of Cumberland County, Pennsylvania: 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 October 24,2001. Name Address Kathleen Ann Merris 407 Penn Ayr Road Camp Hill, P A 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none. Date: October 26,2001 171 08 Capacity: x Personal Representative Counsel for Personal Representative : 136448 .:. IMPORT ANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. Ifthe Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of George M. Rudy deceased No. 2001-00776 PA No. 21-01-0776 TO: Kathleen Ann Merris 407 Penn Ayr Road Camp Hill, PA 17011 (717) 737-2118 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, George M. Rudy, died on the 30th day of July, 2001, at Holy Spirit Hospital, Camp Hill, Cumberland County, Pennsylvania. ~_The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent is: Kathleen Ann Merris 407 Penn Ayr Road Camp Hill, PA 17011 . If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. James S P.O. Box 88 Harrisburg, P A 17108 (717) 763-1121 Date: October 24, 2001 Capacity: Personal Representative x Counsel for Personal -- Representative : 136449 INVENTORY Estate of GeorQe M. Rudy No. 21 01 0776 also known as , Deceased Date of Death 7/30/01 Social Security No. 172-01-1699 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: James E. Reid, Jr. I.D. No.: 18032 Kathleen Ann Merris Address: 3425 Simpson Ferry Road Camp Hill Telephone: (717) 763-1121 Dated PA 17011 Description Value 144,000.00 ....... r- 3~76.34 ":;...'" ~ "" d N _l~' 3,910.54 t'0 VJ -":J 32,792.99 ',.,/..) V-; 178,758.08 12,350.89 Schedule A - Real Estate Schedule B - Stocks and Bonds Schedule D - Mortgages and Notes Receivable Schedule E - Cash, Bank Deposits and Misc. Personal Property Schedule F - Jointly Owned Property Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property Total (Attach Additional Sheets if necessary) 420,809.74 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. RW-4 Continuation of Inventory George M. Rudy 21 01 07]6 PaQe 1 - Description of Inventory Description Schedule H - Funeral Expenses & Administrative Costs Value 14,520.90 Schedule J - Beneficiaries Subtotal $ 14,520.90 420,809.74 Grand Total _ $ ... COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND Kathleen Ann Merris, being duly appointed Executrix according to law, deposes and says that she Kathleen Ann Merris, Executrix of the Estate of George M. Rudy late of Lemoyne Borough, Cumberland County, P A, deceased and that the within is an inventory made by Kathleen Ann Merris, the said Executrix of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania and that the figures opposite each item ofthe Inventory represent it's fair value as of the date of decedent's death. Sworn to and subscribed before me this d 3 day of ti: ,2002. NO~~ ~i~ture:__ f12,,~ NOI:J,r1d.; S~:,~~I l<et!:!eC:1 D. :?I.y"'~'. H'-.[c1f'1 Public :~1:3~,~~!>~gr;,:~;;'~f.'~2l~;~;;~"J~~~~ 9~~~~~ ~4~-,~ if () 1 fe--V\ AVf ~ 1 Co- VY\ I H ' l t I It:,. I 70 ~I Address ) ~~--,,-,_....,.......- ~j!cr i1;J~rl P~~~:n:~y'\vr:,:,rj;a ;\S3c~iaUon 01 Notaries Date of Death Day Month Year >- od ~~ (]) tf.l ~ cd ~< (]) p..E-< u (]) 0 ~OCl:l 0 (]) ~ ::r:~~ <' ~ p..~~ ffi t:~ 0 p.. >-. p.. (]) ~ S > OZgz 0 ..... ~ ~~ < 0 U Y7 '0 p.. a - 4-< !i) 0 ~ ~ (]) '0 0 "iii (]) 0 - 0 z .- .....:l U ~ a:l r::-- ' ... > - -- . - . ~... LAST WILL AND TESTAMENT of GEORGE M. RUDY .1, GEOhGE M. RUDY, a resident of the Borough of Lemoyne, Gounty of cwnberlRnd, state of Pennsylvania, being of SOllild mind and memory do make, publish Rnd declare this my Last Will and Testsment, hereby revoking gny and all wills by me Rt any time heretofore m51de, thus disposing of my entire estate. ITEM I. I give, devise Rnd bequeath 811 of my. estate, real, person~l or mixed, which I may own or have the right to dispose of at the time of my death to my wife, Bertha Mae nudy, as her property Rbsolutely. ITEM II. Should my wife, Bertha Mae, predecease me or should we die under such circwnst~nces that it c~nnot be determined which of us died first, I direct that my ~ill shall be construed as though my wife predeceased me, in which event I give, devise Rnd beQuNlth all of my estAte, reel, personal or mixed, which I may own or have the right to dispose of at the time of rny desth unto my daughter, Kathleen Ann Merris, as her property absolutely. ITEM III. I direct that all tpxes thAt M~Y be Gssessed in conseouence of my death, of ""h9tever notur(' Bnd by wl1p.tcver jurisdiction imposed, shall be paid from my re8irlu~ry estflt~ 1"':'1 H prrt of the e.xpense of the n('rrin:l stration of my estate. n d/) C;' ,or;~ ~. .~~..C1Cr ..~ '-. e . ~ ITEM IV. I nominate, constitute and nppoint my wife, BerthR W'le, ~s Executrix of this my L::l.st \~'il1 gnd Te8t~ment. In the event my wife shall hpve predece~sed me, or shall refus~ or be unable to act as ~x~cutrix, I nomin~te, constitute ~'.nd appoint my d~ughter, Kathleen Ann M",rris, as Executrix uT-,rler this my I...:;1st 1.~'ill and '.I:'estpJ1H~nt. I direct thrit insofar RS the same mAY be omitted by llilw, my Executrix shall not be required to post any bond for the ArlministrRtion of my est~te in 'lny jurisdiction in which she mny act. In WI'l'NES~; WHEHEOP, I h8ve hereunto set my hond Rnd seal to th1.s my Last Will Rnd 'l'estRment, which consists of two (2) pRges, to eRch of which I hRve aff'ixed my signature, tilis c..;?4!-d day of &/fu~d,t-C?-,-- 1969. ~~_L )/, .~L.. (~ l.1eorC;e ivI. -{u Signed, sealed, published snd declared by George M. Rudy, the p.bove nflmed 'l'estQtor, ns and for his Last '~'ill and Testament, in the presence of us, who at his request, in his ?resence, and in the presence of eflch other, all being present at the S9me time, hp.ve hereunto subscribed our names e s wi tn~sses. ~~~ td ~tCZ \ t' )kdii tJ. &ru~ residing et 2/~- 0(1, C;1<'~?._J::. &~:r /Jr. resicUng at2/5.A'Y, &-zc+&;/ .{}~, &~&~ dt~-, REV-1500 EX + (6-00) '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 2 1 -0 1 0 7 7 6 ""CoUNTY"CoiiE -VEAR- - - NuMsER- - .... Z W C W (.) W C DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER DATE OF BIRTH (MM-DD-Year) 1 72- 0 1 - 1 699 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 07/30/2001 10/23/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [Kl1. Original Retum D 4. Limited Estate [Kl 6. DecedentDied Testate (Attach copy of Will) D 9. Litigation Proceeds Received I- Z W C Z o 11. VI W 0:: 0:: o (.) SOCIAL SECURITY NUMBER z o ~ .... :J c.. :iE o (.) ~ D 2. Supplemental Retum D 4a. Future Interest Compromise (date of death after 12-12-82) D 7. Decedent Maintained a Living Trust (Attach copy ofTrust) D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 3. Remainder Retum (date of death prior to 12-13-82) D 5. Federal Estate Tax Retum Required .Q.. 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) W I- ~:$VI (.)o::~ w 11.(.) :1:00 " 0::....1 ~ 11.11I 11. < THIS SECTION MUST BE COMPl..eTED. AI..I..CORRESPONDENCE AND CONFIDENTIAl.. TAXINF.ORMATION SAOUI..DBEiOIRECTEOTO: NAME COMPLETE MAILING ADDRESS James E. Reid Jr. Es uire 3425 Simpson Ferry Road FIRM NAME (If Applicable) Shumaker Williams P.C. TELEPHONE NUMBER 717-909-1809 Cam Hill PA 17011 z o ~ ...J :J !::: c.. c( (.) W 0:: 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) OFFICIAL USE ONLY 14~~00.00 31t4'i6.34 0 ". I'.c 3,910.54 32,792.99 178,758.08 ~ 12,350.89 (8) 406,288.84 14,520.90 (11) (12) (13) 14,520.90 391,767.94 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (14) 391,767.94 X _(15) 391,767.94 X .045 (16) X .12 (17) X .15 (18) (19) 17.629.56 17,629.56 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Com lete Address: STREET ADDRESS 703 Ohio Avenue CITY Lemoyne STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 17,629.56 20.000.00 1.000.00 Total Credits (A + B + C) (2) 21,000.00 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 4. Total Interest/Penalty ( D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 3,370.44 5. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 00 c. retain a reversionary interest; or ...................................................................................................... 0 00 d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?.............................................................................................. 0 00 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 00 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. R~ D L- rC;1vt'r'l1tJ. CIfv\I/i({l(r~. (IO\,( For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(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. ....--- r .... . - -- . ... LAST WILL AND TESTAMENT of GEORGE M. RUDY #1, GEOhGE M. HUDY, Ii resident of the Borough of Lemoyne, (Jounty of cumberlQ.nd, state of Pennsylvnnip, being of' sound mind and memory do make, publish Rnd decla.re this my Last Will and Testament, hereby revoking Qny and all wills by me S!.t Rny time heretofore m$lde, thus disposing of my entire estate. ITEM I. I give, devise Rnd bequeath all of my estate, real, person91 or mixed, which I may own or have the right to dispose of at the time of my death to my wife, Berthlil Mae nudy, as her property absolutely. ITEM II. Should my wife, l:3ertha Mae, predecease me or should we die under such circum8t~nces that it cRnnot be determined which of us died first, I direct that my ~ill shall be construed as though my wife predeceased me, in which event I give, devise Rnd bequeRth all of my estAte, reel, personal or mixed, which I ID9Y own or have the right to dispose of at the time of my death unto my daughter, Kathleen Ann Merris, as her property absolutely. I'l'EM III. I direct thet 811 tpxes th~t P1RY be Rssessed in conseouence of my deQth, of wh9tever nGtur~ And by w'hptcver jurisdiction imposed, 81:18.11 he pn:l.d from my r('!giow'lry ~~tf't~ fl~ H pfrt of th~ expen:<le of th~ '1(lrpin:l str:;ltion of my estate. , , ..~ '- . e . or"" r , ITEM IV. I nominate, constitute end nppoint my wire, Berthp Mpe, AS Executrix of this my LRst will Gnd TestRment. In the event my wife shall hpve predece~sed me, or shall refus~ or be unRble to act as ~x~cutrix, I nomin~te, constitute ~'.nd appoint my dflughter, KRthlecn Ann M"rris, as Executrix under this my LQst Will and '1'est.PT'1ent. I direct. th~t insofar as the same may he omit.ted by IRw, my Executrix sha.ll not be required to post Rny bond for the AdministrRtion of my estflte in Hny jurisdiction in which she mny Het. IN WI'l'NES~) 'NHEHEOP, I hflve hereunto set my noncl and seal to this my .Last Will Qnd 'l'estRment, which consists of two (2) ppges, to eRch of which I hRve l'If'i'ixed my s:tgm~ture, this <-.?4uJ dRY of &/<Uc-dLC-h' 1969. f ~~< /. Ireoree jv[. c Signed, sealed, published and declared by George M. Rudy, the Hbove nflmed 'l'estgtor, ns and for his Last '"'ill and Testament, in t.he presence of us, who at his request, in his ?resence, Rnd in the presence of epch other, all being present at the s~me time, hpve hereunto subscribed our names ss witnesses. &~~ w f4~f2 J.4LdtJ tJ. e:~u,L t/ residing et :<'/~- S(I. 6;1<'~l_g. &~:r //-r. re siding at 2/5 ~xlr.y, 0:FZt:t&'" .{!!~, &ud;; oil'., ~,_.,,~, '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Rudy. Georl;.Je M 21 01 0776 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 sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Land and House at 703 Ohio Avenue, Lemoyne, PA 17011. Title in name of Decedent, See Appraisal attached. VALUE AT DATE OF DEATH 144,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 144.000.00 APPRAISAL REPORT OF Single Family Residence at 703 Ohio Avenue Lemoyne, PA 17043 ..;,c AS OF: July 30, 2001 PREPARED FOR: Estate of George M. Rudy 703 Ohio Avenue Lemoyne, PA 17043 5111029 PREPARED BY: Michael Hennigan Appraisals Michael J. Hennigan 400 Beacon Hill Road New Cumberland, PA 17070 Michael Hennigan Appraisals Proper:!Y Des~rlplior( _____UNlfORM RE~!Q~_~!JA'=-1\~PRAISAL REPORT File No. S111029 Property Address 703 Ohio Avenue City Lemoyne State PA Zip Code 17043 Legal Description Deed Book 17G; Page 471 County Cumberland Assessor's Parcel No. 12-21-0267 -126 Tax Year 2001 R.E. Taxes $ 2,246.00 Special Assessments $ NoneKno Borrower N/A Current Owner .GeQ[Q(3 M. Rudy Occupant Owner ,Tenant X Vacant Property rights appraised X, Fee Simple' i Leasehold Project Type PUD Condominium (HUDNA only) HOA$ N/A /Mo. Neighborhood or Project Name Lemoyne Boro Map Reference ADC's 20 F-1 Census Tract 3240-106 Sale Price $ N/A Date of Sale N/A Description and $ amount of loan charges/concessions to be paid by seller N/A Lender/Client Estate of George M. Rudy Address 703 Ohio Avenue; Lemoyne, PA 17043 _~py!~s~_____ .._Ml~bjt~LLJ::i(3nlligan Address400 BeaconJ:fjlJ.Road; ti~w CumbeJjand, PA 17070 Location X Urban Suburban Rural Predominant Single family housing Present land use % land use change o cup , PRICE AGE Built up X Over 75% 25-75% Under 25% c ancy $(000) (yrs) , One family 95 X Not likely Likely I Growth rate Rapid X Stable i Slow X IOwner ; 100 Low 20 i 2-4 family 2 In process Property values X Increasing Stable I Declining I ITenant ~?75 High 75-1;:.1 Mulli-family To: Deman.d/suppIY Shortage X In balance: i Over supply J' X !vacant (0-5%) r:,J Predominant L.Sj Commercial 3 _~~rketl~ tlm~_--,=,nder 3 mos 'X 3-6 mos. I : over 6 mos iVacant (over 5%) I 140-150 40-50 ' Note: race and the racial composition of the neighborhood are not appraIsal factors. Neighborhood boundaries and characteristics The subject property is bounded to the North by Rt. 11; Market Street to the South; Susquehanna River to the East and 21 st Street to the West. Faclors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market. etc,)' This Lemoyne Boro neighborhood is comprised primarily of properties reflecting similar quality, maintenance, design, appeal and marketability to the subject property. Availability for this neighborhood, of public services combined with average access to employment, shopping, schools and worship gives it a similar appeal to the market as other nearby neighborhoods. No unfavorable factors were observed which would adversely affect marketability. Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time ._ such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): There are no foreseeable economic trends which might significantly influence market conditions in this area. The current mortgage market offers a wide variety of conventional loans with competitive ir:1terest rates. As a result, the terms of financing have little, if any, impact on sale prices. If interest rates remain reasonable, property values and marketability should be stable. Project Information for PUDs (If applicable) -- Is the developer/builder in control of the Home Owner's Association (HOA)? . Yes No Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilities: N/A Dimensions 80' X 145.25' X 79.40' X 137.10' Topography Above Street Level Site area .26 Acres Corner Lot Yes X. No Size Typical for Area Specific zoning ctassification and description Residential Shape Rectangular Zoning compliance X Legal Legal nonconforming (Grandfalhered use) Illegal No Zoning Drainage Appears Adequate Highest & best use as improved X Present use Other use (explain) N/A View Residential Utlllties Public Other Off-site Improvements Type Public Private Landscaping Average of Area Electricity X Street Macadam X Driveway Surface Concrete Gas Curb/gutter Concrete X Apparent easements Typical Utility Easements Water X Sidewalk None FEMA Special Flood Hazard Area Yes X No Sanitary sewer X Streetlights None FEMA Zone C Map Date 12/4/79 Storm sewer X Alley None FEMA Map No. 420361 0001 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etq.here are no apparent easements or encroachments. The subject does not appear to lie in a FEMA flood area. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units 1 Foundation Cone Block Slab No Area Sq. Ft. 1,065 Roof No. of Stories 1 Exterior Walls Brick Crawl Space No % Finished 60 Ceiling Aver X Type (Det./Att.) Detached Roof Surface Camp Shingl Basement Full Ceiling Drywall Walls Aver X Design (Style) Ranch Gutters & Dwnspts. Aluminum Sump Pump No Walls Paneling Floor Aver X Existing/Proposed Existing Window Type Double Hun Dampness None Evident Floor Tile None . Age (Yrs.) 44 Storm/Screens Both Settlement None Evident Outside Entry No Unknown Effective Age (Yrs.) 15 Manufactured House No Infestation None Evident ROOMS Foyer living Dining Kitchen Den Family Rm. Rec Rm. Bedrooms # Baths Laundry Other Area Sq. Ft. Basement 1 X 1,515 Level 1 3 2.00 1,515 Level 2 C..rot ilil 3 Bedroom(s); 2.00 KITCHEN EOUIP. ATTIC Refrigerator X None R"nae/Oven X Stairs Bath(s); 1.515 AMENITIES Fireplace(s) # 2 Patio Covered Square Feet of Gross Living Area CAR STORAGE X None X Garage 2 # of cars Floors CptlHWNinyl/Avg 6 Rooms; HEATING Type Ht Wtr ...f~n.!.shed ar~alJ.ove grade contains: INTERIOR Materials/Condition Valuation Section ESTIMATED SITE VALUE VALUE ADJUSTMENTS Sales or Financing Concessions Date of SalelTime Location Leasehold/Fee Simple Site View Design and Appeal Quality of Construclion Age . Condition Above Grade Room Count . Gross Living Area Basement & Finished Rooms Below Grade Functional Utility Heating/Cooling Energy Efficient Items, Garage/Carport Porch, Patio, Deck, Fireplace(s), etc. Fence, Pool, etc. Michael Hennigan Appraisals UNIFORM RESIDENTIAL APPRAISAL REPORT N/A 0.00 Inspection Public Records DESCRIPTION Urban/Average Fee Simple .26 Acres Residential/Aver Ranch/Average Brick/Average 44 Average TOII1I BrlrrllS =$ _'__ File No. S 111 029 40,000i Comments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD, VA and FmHA, the estimated remaining economic life of the property): The Marshall & Swift Cost Handbook was used as an aid in computing the cost approach utilizing "average" quality. 36,967 99,947! 5,0001 144 ,947 Est Rem Econ Life: 40 yrs COMPARABLE NO.2 COMPARABLE NO.3 617 Allen Street 725 Carol Street New Cumberland New Cumberland 1.75 Miles .90 Miles J$136,000 .....]..$... "".m_ ______]$14 7 . 500 103.50 L . .... ...... 121.10 [ MLS/STEB Reports MLS/STEB Reports Public Records Public Records +(_)$ Adjustment[ DESCRIPTION +(-)$ Adjustment, DESCRIPTION +(-)$ Adjustment " Conventional ' Conventional 1 DOM 7 DOM 03/19/2001 09/06/2000 I Urban/Average I Urban/Average Fee Simple Fee Simple .22 Acres .19 Acres Residential/Aver Residential/Aver Ranch/Average Ranch/Average Alum/Stn/Aver Brick/Average 48 49 Average Average I T 01;11 B(lrrnS! B<llhs =$ 90,461 29,703 10,000 6,750 136,914 SEE ATTACHED SKETCH ~:;U:~~d(~~~~~ Price'----~'_. X + - i$ 3,580 X + - t 5,520L~__~-l$ 440 of Comparable $ 143,580 ,$ 141,520.1$ 147,940 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood. etc.): All sales are closed transactions. All sale are considered average indicators of value and weighted equally in the final reconciliation. Due to the limited number of similar sales in the subject neighborhood, comps were selected from a wider range and/or older than ideal. The comps used are considered the most similar overall including style, quality, market appeal, etc. and they are considered the best available from all sources including MLS and STEB Reports. ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS Dwelling 1,515 Sq.Ft.@$ 59.71 =$ Bsmt 1,065 Sq. Ft. @ $ 27.89 Built-ins; Patio; Fireplace . Garage/Carport 450 Sq. Ft. @ $ 15.00 Total Estimated Cost New Less Physical 27 Functional Depreciation 36,967 Depreciated Value of Improvements "As is" Value of Site Improvemenls INDICATED VALUE BY COST APPROACH ITEM SUBJECT 703 Ohio Avenue Address Lemoyne Proximity to Subject I Sales Price $ Price/Gross Liv. Area $ Data and/or Verification Source External =$ =$ =$ =$ COMPARABLE NO.1 11 Ardmore Circle New Cumberland 1.5 Miles ~ 149,000 101.01 I.' ... MLS/STEB Reports Public Records DESCRIPTION Conventional 76 DOM 9/28/00 : Urban/Average i Fee Simple .20 Acres Residential/Aver Ranch/Average Brk/Alum/Aver 44 Average I .I $ ... $ B;;)lhs T olal . Bdrmc; I Ball1s I 2 2.00. +2,580 1,314 Sq.Ft. Full Basement -1,000, Fm Rm/Bdrm Average I Ht Pump/Ctrl Airl : Storm Windows I +2,000! 1 Car Garage ' Porch/Patio 1 Fireplace Average 6 ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date, Price and Data Deed Public Tax Assessment Office . Tax Assessment Office Tax Assessment Office Source, for prior sales Record s Public Records Public Records Public Records within year of appraisal Non e Non e Non e Non e Analysis of any current agreement of sale, oplion, or listing of the subject property and analysis of any prior sales of subject and com parables within one year of the date of appraisal N/A T 01<11 Bdrllls 8<llh5 3 2.00 6 3 2.00 1,515 Sq.Ft. 1,386 SQ.Ft Full Basement Full Basement Family Room Fam Rm/Bath Average Average Ht Wtr/Ctrl Air FWA/Cenl. Air Storm Windows ; Storm Windows 2 Car Garage. Carport Covered Patio Porch/Patio 2 Fireplaces 2 Fireplaces Average Average 3 2.00 +4,020 1,218 Sq.FI. Full Basement -1,000 FR/Den/BR/Bath Average ,Heat Pump/Ctrl : Storm Windows. +1,500 1 Car Garage Porch/Patio + 1,000 1 Fireplace Inground Pool 6 INDICATED VALUE BY SALES COMPARISON APPROACH $ 144,000 INDICATED VALUE BY INCOME APPROACH (If Applicable) Estimated Markel Rent $ N/A /Mo.x Gross Rent Multiplier N/A =$ 0 I This appraisal is made X "as is" subject to the repairs, alterations, inspections or conditions listed below subject to completion per plans and specifications. r.........Aa-i.....ne nf h.nn,.~jC'~I.Th,...,. t:'<llhin,...... ico "':lInnr-!:llcorl in "~C ie" r-nnrlitinn f\ln ron-:lirC" ":torn ,."..""....,..1_,.,4 _r ................:__-.1 TL._ -----!- - . . 5 SUBJECT PHOTO ADDENDUM File No. SltlQ2~__________ El()_rrc:>"!~L_N/A,_______~__ _______ _ ___._______________________________ _ __ _ _________________ __.__________ _ _____________________________________________ Pro~rty_J\c!d.re~_LO:3 _Ql1i().8\{~DlJ_e___ _ ______ __ ___~_____ ___ _____________ c;ity _L~m()yne__ ______ ____u____ _ _____g()t,Jfl_tL_CLlmper'~nd ___u___ __ __ __ ~tate_J'A__ __ _ _m _____ ____________~ip_9_~e1lQ1~L______ ~~l1de!LC;ILe.F}LI;.~~1~~QfJ3_~Q[.Q~.M,J~u.c:lL_________ _ ~_drl!~ZO_:3. Qhi().A\I~nlJE:};__ '--emQyn~E~~J]Q43_________________ ~ , r FRONT OF SUBJECT PROPERTY Address 703 Ohio Avenue Lemovne REAR OF SUBJECT PROPERTY STREET SCENE SKETCH ADDENDUM File No. 8111029 Borrower Nt A Property Address 703 Ohio Avenue City Lemoyne County Lender/Client Estate of George M. Rudy Cumberland Slate PA Zip Code17043 Address 703 Ohio Avenue; Lemoyne, PA 17043 45' 27' Dining Room Kitchen Bath Bedroom Patio Living Room Bedroom 8' 20' 12' Master Bedroom Master Bath 39' 25' COM PARABLES 1-2-3 PHOTO ADDENDUM File No. SJJ.1Q2.9___...~_ BorrClWe!.~_ N/A_.__._.~___u_ .. . ___.. _____.___._.__________..._.___..._ _______________m_______.___ Pr~Address__..zO.3.Qbj.QAyJ~O!.le__ _u__. _.__u___________. ._.___.___.__~__. ~~L.LQm9YO~L_____n._____n__._ nu~ou_nIL__ClJmpe..rl~nd. . .______...u___.Slale_ .PA____.__u_______ ..Zipyode 1 Z.Q~3 b.~llerl<:;Ji.t!t:!l._._E!:ltal~uQLG.Q'OL.Q~LM.._ RlI.dV_ _..._.._____u_____A..d<:lr.l!.s!...._IQ3__Ql1i9_Ay~ou.Q;ul.eJIlQy.nQ.L.E'A_1l'Q~3 :'n~'\""'~ , - ..~ COMPARABLE SALE #1 Address 11 Ardmore Circle New Cumberland COMPARABLE SALE #2 Addfess 617 Allen Street New Cumberland COMPARABLE SALE #3 Address 725 Carol Street New Cumberland THess Island TS Mag 14.00 Tue Dec 04 16:11 2001 Sl:'are 1 :31,250 (lrtWl1tt!t) 'I[ I'TolI Highway .US Highway ~ Locale (+) Public Airport . 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 by 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 tradition or law in a market; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or 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 for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or 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 following 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 reader of the report 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 appraiser is not a surveyor, he or she makes no guarantees, express or 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 if 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 were furnished by other 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, or alterations on the assumption that completion of the improvements will be performed in a \A/ro.rL,,......,..,I"'\I;.....r"t. rY\,.,................. APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 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 consideration in the sales comparison analysis 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, I 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 increase 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 only to the contingent and limiting conditions 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 and/or 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 performing 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, or the need to approve a specific mortgage loan. 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 time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation 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 for 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 or individuals in the performance 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; therefore, if an unauthorized 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 responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 703 Ohio Avenue, Lemoyne, PA 17043 APPQAIc:.I=Q, SUPERVISORY APPRAIc:.I=Q Innl\J if rt:"tonl Ii r......4 \ ENVIRONMENTAL ADDENDUM File No. S111029 APPARENT' HAZARDOUS SUBSTANCES AND/OR DETRIMENTAL ENVIRONMENTAL CONDITIONS . APPARENT is defined as that which is visible, obvious, evident or manifest to the appraiser. This universal Environmental Addendum is for use with any real estate appraisal. Only the statements which have been checked by the appraiser apply to the property being appraised. This addendum reports the results of the appraiser's routine inspection of and inquiries about the subject property and its surrounding area. It also states what assumptions were made about the existence (or nonexistence) of any hazardous substances and/or detrimental environmental conditions. THE APPRAISER IS NOT AN ENVIRONMENTAL INSPECTOR and therefore might be unaware of existing hazardous substances and/or detrimental environmental conditions which may have a negative effect on the safety and value of the property. It is possible that tests and inspections made by a qualified environmental inspector would reveal the existence of hazardous materials and/or detrimental environmental conditions on or around the property that would negatively affect its safety and value. DRINKING WATER X Drinking Water is supplied to the subject from a municipal water supply which is considered safe. However the only way to be absolutely certain that the water meets published standards is to have it tested at all discharge points. Drinking Water is supplied by a well or other non-municipal source. It is recommended that tests be made to be certain that the property is supplied with adequate pure water. X Lead can get into drinking water from its source, the pipes, at all discharge points, plumbing fixtures and/or appliances. The only way to be certain that water does not contain an unacceptable lead level is to have it tested at all discharge points. X The value estimated in this appraisal is based on the assumption that there is an adequate supply of safe, lead-free Drinking Water. Comments SANITARY WASTE DISPOSAL X Sanitary Waste is removed from the property by a municipal sewer system. Sanitary Waste is disposed of by a septic system or other sanitary on-site waste disposal system. The only way to determine that the disposal system is adequate and in good working condition is to have it inspected by a qualified inspector. X The value estimated in this appraisal is based on the assumption that the Sanitary Waste is disposed of by a municipal sewer or an adequate properly permitted alternate treatment system in good condition. Comments SOIL CONTAMINANTS X There are no apparent signs of Soil Contaminants on or near the the subject property (except as reported in Comments below). It is possible that research, inspection and testing by a qualified environmental inspector would reveal existing and/or potential hazardous substances and/or detrimental environmental conditions on or around the property that would negatively affect its safety and value. X The value estimated in this appraisal is based on the assumption that the subject property is free of Soil Contaminants. Comments ASBESTOS X All or part of the improvements were constructed before 1979 when asbestos was a common building material. The only way to be certain that the property is free of friable and non-friable Asbestos is to have it inspected and tested by a qualified asbestos inspector. The improvements were constructed after 1979. No apparent friable asbestos was observed (except as reported in Comments below). X The value estimated in this appraisal is based on the assumption that there is no uncontained friable Asbestos or other hazardous asbestos material on the property. Comments PCBs (POLYCHLORINATED BIPHENYLS) X There were no apparent leaking fluorescent light ballasts, capacitors or transformers anywhere on or nearby the property (except as reported in Comments below). X There was no apparent visible or documented evidence known to the appraiser of soil or groundwater contamination from PCBs anywhere on the property (except as reported in Comments below). X The value estimated in this appraisal is based on the assumption that there are no uncontained PCBs on or nearby the property. Comments USTs (UNDERGROUND STORAGE TANKS) File No. 8111029 X There is no apparent visible or documented evidence known to the appraiser of any USTs on the property nor any know historical use of the property that would likely have had USTs. X There are no apparent petroleum storage and/or delivery facilities (including gasoline stations or chemical manufacturing plants) located on adjacent properties (except as reported in Comments below). There are apparent signs of USTs existing now or in the past on the subject property. It is recommended that an inspection by a qualified UST inspector be obtained to determine the location of any USTs together with their condition an proper registration if they are active, and if they are inactive, to determine whether they were deactivated in accordance with sound industry practices. X The value estimated in this appraisal is based on the assumption that any functioning USTs are not leaking and are properly registered and that any abandoned USTs are free from contamination and were properly drained, filled and sealed. Comments NEARBY HAZARDOUS WASTE SITES X There are no apparent Hazardous Waste Sites on the subject property or nearby the subject property (except as reported in Comments below). Hazardous Waste Site search by a trained environmental engineer may deter- mine that there is one or more Hazardous Waste Sites on or in the area of the subject property. X The value estimated in this appraisal is based on the assumption there there are no Hazardous Waste Sites on or nearby the subject property that negatively affect the value or safety of the property. Comments UREA FORMALDEHYDE (UFFI) INSULATION X Allor part of the improvements were constructed before 1982 when UREA foam insulation was a common building material. The only way to be certain that the property is free of UREA formaldehyde is to have it inspected by a qualified UREA formaldehyde inspector. The improvements were constructed after 1982. No apparent UREA formaldehyde materials were observed (except as reported in Comments below). X The value estimated in this appraisal is based on the assumption there there is no significant UFFI insulation or other UREA formaldehyde material on the property. Comments LEAD PAINT X All or part of of the improvements were constructed before 1980 when Lead Paint was a common building material. There is no apparent visible or known documented evidence of peeling or flaking Lead Paint on the floors, walls or ceilings (except as reported in Comments below). The only way to be certain that the property is free of surface or subsurface Lead Paint is to have it inspected by a qualified inspector. The improvements were constructed after 1980. No apparent Lead Paint was observed (except as reported in Comments below). X The value estimated in this appraisal is based on the assumption that there is no flaking or peeling Lead Paint on the property. Comments AIR POLLUTION X There are no apparent signs of Air Pollution at the time of the inspection nor were any reported (except as reported in Comments below). The only way to be certain that the air is free of pollution is to have it tested. X The value estimated in this appraisal is based on the assumption that the property is free of Air Pollution. Comments WETLANDS/FLOOD PLAINS X The site does not contain any apparent Wetlands/Flood Plains (except as reported in Comments below). The only way to be certain that the site is free of Wetlands/Flood Plains is to have it inspected by a qualified environmental professional. X The value estimated in this appraisal is based on the assumption that there are no Wetlands/Flood Plains on the property (except as report in Comments below). Comments MISCELLANEOUS ENVIRONMENTAL HAZARDS X There are no other apparent miscellaneous hazardous substances and/or detrimental environmental conditions on or in the area of the site except as indicated below. Excess Noise Radiation/Electromagnetic Radiation Light Pollution Waste Heat Acid Mine Drainage MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS l~~- --~---- Borrower N/ A Properly Add.. ress 703 Ohio Avenue City Lemoyne County Lender I;~Jate of yeQme M. Ru_d-y S 111 02~ Cumberland St~le PA Zip Code 17043 This Multi-Purpose Supplemental Addendum for Federally Related Transactions was designed to provide the appraiser with a con- venient way to comply with the current appraisal standards and requirements of the Federal Deposit Insurance Corporation (FDIC), the Office of the Controller of Currency (OCC), The Office of Thrift Supervision (OTS), the Resolution Trust Corporation (RTC) and the Federal Reserve. This Multi-Purpose Supplement Addendum is for use with any appraisal. Only those statements which have been checked by the appraiser apply to the property being appraised. Et PURPOSE & FUNCTION OF APPRAISAL The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is to assist the above-named Lender in evaluating the subject property for lending purposes. This is a Federally related transaction. Et EXTENT OF APPRAISAL PROCESS X The appraisal is based on the information gathered by the appraiser from public records, other identified sources. inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The original source of the com- parables is shown in the Data Source section of the market grid along with the source of confirmation, if available. The original source is presented first. The sources and data are considered reliable. When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report nor used as a basis for the value conclusion. X The Reproduction Cost is based on Marshall & Swift Handbook supplemented by the appraiser's knowledge of the local market. X Physical depreciation is based on the estimated effective age of the subject property. Functional and/or external depreciation, if present, is specifically addressed in the appraisal report or other addenda. In estimating the site value. the appraiser has relied on personal knowledge of the local market. The knowledge is based on priorlor current analysis of site sales and/or abstractions of site values from sales of improved properties. X The subject property is located in an area of primarily owner-occupied single family residences and the Income Approach is not consi- dered to be meaningful. For this reason, the Income Approach was not used. The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the subject market area The rental knowledge is based on prior andlor current rate surveys of residential properties. The Gross Rent Multiplier is based on prior and/or current analysis of prices and market rates for residential properties. For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used to pro- ject future rents, vacancies and expenses. Et SUBJECT PROPERTY OFFERING INFORMATION According to THE MULTI-LISTING SERVICES the subject property X has not been offered for sale in the past 30 days. is currently offered for sale for $ was offered for sale within the past 30 days for $ Offering information was considered in the final reconciliation of value. Offering information was not considered in the final reconciliation of value. Offering information was not available. The reasons for unavailability and the steps taken by the appraiser are explained laler in this addendum. Et SALE HISTORY OF SUBJECT PROPERTY According to THE TAX ASSESSMENT OFFICE the subject property has not transferred in the past twelve months. X has not transferred in the past 36 months. has transferred in the past twelve months. has transferred in the past 36 months. All prior sales which have occurred in the past months are listed below and reconciled to the appraised value, either in the body of the report or in the addenda. Date Sales Price Document # Seller Buyer It . CURRENT SALES CONTRACT 8111029 X The subject property is currently not under contract. The contract and/or escrow instructions were not available for review. The unavailability of the contract is explained later in the addenda section The contract and/or escrow instructions were reviewed. The following summarizes the contract: Contract Date Amendment Date Contract Price N/A Seller The contract indicated that personal property was not included in the sale. The contract indicated that personal property was included. It consisted of Estimated contributory value is $ X Personal property was not included in the final value estimate. Personal property was included in the final value estimate. The contract indicated no financing concessions or other incentives. The contract indicated the following concessions or incentives: X If concessions or incentives exist, the comparables were checked for similar concessions and appropriate adjustments were made, if applicable, so that the final value conclusion is in compliance with the Market Value defined herein. It MARKET OVERVIEW Include an explanation of current market conditions and trends. 3 _ 6 months is considered a reasonable marketing period for the subject property based on Current Market Data and MLS Publications It ADDITIONAL CERTIFICATION The Appraiser certifies and agrees that: (1) Their analyses, opinions and conclusions were developed, and this report was prepared, in conformity with the Uniform Standards of Professional Appraisal Practice ('US PAP'). and in accordance with the regulations developed by the Lender's Federal Regulatory Agency as required by FIRREA, except that the Departure Provisions of the USPAP do not apply. (2) Their compensation is not contingent upon the reporting of predetermined value or direction in value that favors the cause of the client, the amount of the value estimate, the attainment of a stipulated result, or the occurrence of a subsequent event. (3) This appraisal assignment was not based on a requested minimum valuation, a specific valuation, or the approval of a loan. Et ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS The value estimated is based on the assumption that the property is not negatively affected by the existence of hazardous substances or detrimental environmental conditions unless otherwise stated in this report. The appraiser is not an expert in the identification of hazardous substances or detrimental environmental conditions. The appraiser's routine inspection of and inquires about the subject property did not develop any information that indicated any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively unless otherwise stated in this report. It is possible that tests and inspections made by a qualified hazardous substance and environmental expert would reveal the existence of hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value. . ADDITIONAL COMMENTS ~/<;{-- Effective Date lCAichael J. Hennigan X 'Certification # P A RL 002010- L July 30, 2001 Date Prepared Phone # ( 717 ) 774-8766 Tax 10 # 210-40-3414 Dec. 3,2001 . CO-SIGNING APPRAISER'S CERTIFICATION The co-signing appraiser has personally inspected the subject property, both inside and out, and has made an exterior inspection of all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report including the value conclusion and the limiting condi- tions. and confirms that the certifications apply fully to the co-signing appraiser. the co-signing appraiser has not personally inspected the interior of the subject property and: has not inspected the exterior of the subject property and all comparable sales listed in the report. has inspected the exterior of the subject property and all comparable sales listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts responsibility for the contents of the report, including the value conclusions and the limiting conditions, and confirms that the ..............ai..........i......,... "",nt\l II dl" tn tho ,..,,_cinninn ~nnr~ic::::~r with th~ ,:lvrpntinn nf tho rortifir"':)tinn ra,..,.."r~in,... n.h.....:.........1 :.....---....~j:---- TL - -'-- r:"',~" i:'''Ji.~r ';(;~..;;:!~I I . . . r . . . , r t t ' . . Commonwealth of Pennsylvania Department of State Bureau of Professional and Occupational Affairs P.O. BOX 2649. Harrishurg, PA 17105-2649 Classi licalion RESIDENTlAL APPRAlSER Certificate Number Certification Dale I sSlled RL-002010-L NOV 27 1995 JUN 20 2001 IsslIcd To: MICHAEL J HENNIGAN 400 BEACON HILL RD NEW CUMBERLAND PA 17070 ~~ Commissioncr of Professional and Occupational Affairs \~~~i:lj Expires :[ i~. ".-. ~I . ' '~. .\ ~, ~ i'i , 'I , .j ~i 'I .t ~: JUN 30 2003 ~~"."., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN R",,,IDENT ...E,,~...ENT SCHEDULE B STOCKS & BONDS FILE NUMBER 21 01 0776 ESTATE OF Rudy. Georae M All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION PP&L - 500 Shares Common Stock @ $42.55 per share, Date of Death Value. 2. Franklin Fund -1937 Shares Common Stock @$6.82 per share, Date of Death Value. VALUE AT DATE OF DEATH 21,275.00 13,201.34 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 34476.34 ~,~"."" .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF Rudy. Georae M. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. FilE NUMBER 21 01 0776 DESCRIPTION Note Receivable - See Amortization Schedule. Amount Due 7/30/01. Prepaid down to $3,910.54 Payment 106 through 9/2002 at Date of Death. VALUE AT DATE OF DEATH 3,910.54 TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3 910.54 ~i. ~. J e LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 e October 29, 2001 TO: James Reid Attorney P 0 bo x 88 Harrisburg, Pa. 17108 FROM: William G. Rowe Appraiser 211 Old Stone House Road Carlisle, Pa. 17013 RE: Personal Property Appraisal George M. Rudy Estate 703 Ohio Avenue Lemoyne, Pa. * Values at Date of Death, July 3~ 2001 - \ " p A~~r- J""( lifouL-6 (\"-(L, F\~/) ~(lr fo(L LoT fLl~l.-HNIE 1dJ- [T(2.A~ (!L{(L frl f"--lOOLfrDW,J l fA. 170J) k************************ AMORTIZATION SCHEDUL~ ************************* T I L OE,..J {I fJEJ- v7 ,( /1/.J...-'/-:- ,/::'\' .'11' t I /' /'t. t. --t.J:. 'he f.:~!lO\'.'ing dat.'? ~s fo;, infor'ma<:ion purposes on'!v ,':lnd accuracy of ths Ligures hereinAfter set forth is not guaranteed. The actual costs with respect to each transaction will vary depending upon the circumstances, .'\mount= ~'yrnt tt 10000 Rate= 7.000 Payments= Mo/Year Payrnen~ Interest 11/19931O/3C 100.00 '?,/199:3 JI/vc1 00.00 1 q q 31 eta 1 s :)yrnt It '~) 'I) 'J 1 , 2 '1 ? : '1 20C.OC 1 h ~~'1~1~~~ fl./, I.q;i~~~~f :~/1 991 i-}.If~q~ 100. GO :~/1 <:194 ;',~ '02,.'1'11 '!C'. Or. '111 9 91\. 3- 1'1- Ij<i' 1 00 . ') 0 5/1 99 L' z.J.~n. -qt 1 00 . 0 () 5/'199"\. ~_21.'llf ~ 00.00 ., 11 oQl1 b-l.i.tl'f1 00. OC ,~ 1 1 9 9"\.1-J.~-qt ~ () 0 . 0 0 q 1 1 9 9 I) y.1,. 'fA 'f 1 0 Q . 0 0 ~ 1)1 1994q- q-q't 100.00 1 1 / 1 99 4 'O"'Z:~ 'If '1 00 . 0 C ~ :?I 1994/'- '2!-~l1 00.00 s " "::. o 1 9 9 4 ! (; t 031 s ~)'1rTltf:l. 1 5 , fi 1 'J " 0 , c' 19 ;)0 2 : :! ~~ ;) ';) (:. '.' ?'1 ~.~ 2 ") ~.... .:. .) 1200.00 ~o/Year Payment 1/1 9. 9 S n, ~- H 1 00 . (] (' 7/1995/~,.(~1f~-100.00 :1/1 99. 5 2.7.......~." 1 0 0 . 0 (] 1/1995,)-'1.1,-4.( 1 00.00 5/1995U-~~~100.0C 5/1995 "...'-~(100.00 7 1 '! 9. <] 5 (l,* l;tkqr 1 00 . 0 C' 81 1 9 9 5 1- ~ 4)1 0 0 . 0 0 9. 11 9. 9. 5 ~ -l.'J. 41' 1 n (] . 0 C : O/199~) 1-1.1'(p'~ 00.00 1 .! 1 1 9. 9 5 10 .q'LH 1 00 . (] 0 12/1995 I:-~q-'i~! 00.00 !9<.)5 loti'.lls '>yrn't I~ ;> '; 28 ~? ~ ~~ [) "} 1 ,) ,) . .C :'1 ~, '~ " 1200.00 ~o/Year Payment '! 11 9. 9 f , 'l:-J..~ 'f<1 00 . 0 C' 2/1 996 I-J.~''t;/;. 1 00.00 3 / 1 9 9 E <7 .]. .. ..1(1 0 0 . 0 0 1/1 996 31.-"~"1 00.00 r; / 1 9 <.1 C ,. -''''. ,;It, 1 0 0 . 0 0 5 / 1 Q 9 5 r,. ;:'..i - q P1 00 . 00 7/1~)9E!,'17.qf.:' 100.00 'j / 1 0 q 6 'j - ~ ',' 'f(,1 () 0 . 0 [) 58.33 58.09 116.42 Interest 57.8~_ ""'57,50 57.35 57.10 56.85 56.60 56.35 56.09 55.84 55.58 55.32 55.06 -. 677.59 Interest ~. 54.53 54.2~ 54.00' 53.73 53,"\.6 53.19 52.92 52.65 52.37 52.09 51.81 639.8~) [nterest 51 .5:2 PS 1 . 2 5 50.96 50.68 50.39 50. 10 49.81 19.52 o Ballaon= Principal 41 .67 11. 91 83.5P Principal 42. 15 "\.2.40 42.65 12.90 43.15 13.10 43.65 1:.3 . 9 1 44 . 1 E "\.4."\.2 44 .68 14 .94 522.4' Principal 45 . 2 C! 15.47 45.73 "\.6.00 46.27 16.54 46.8: 17.~)8 47.35 '17 . 53 4 7 .91 18. 19 560.1e Principal 48.47 18.75 49.04 19.32 49.(31 "\.9.90 5 (1. 19 50.18 ') 8alance ~OOOO.OO 9958.33 9916.~2 Balance 9874.27 9831.87 9789.22 9746.32 S'703.17 9659.77 9fi1G.12 9572.21 9528.05 9483.63 9438.95 9394.0') Balance 9348.8: 930:3.34 9257.6: 9211.61 9165.34 91'18.80 9071. 99 9024.91 8977.56 8929.93 8882,02 8833.83 Balance 8785.3E 8736.61 8687.57 8638.25 8588.64 8538.74 8488,55 8438.07 I. ~ ' I' ilL! '-I t-'" ,i ";,, '1'1 I f__' . ~'.,I . 3'/ 1;>1 gg~/') ,~(- /i'1 00. O'C \4 8 . 6 3 5 1 3'7 8284 .85 . , ::~ ~l 1 ',>/ 1996/1,-)LY~ 1 O(l. 00 \8.?3 51 .67 8233. 18 q lJ-tf ~ Cjg3 r 199f5 10ta-1s 1200.00 599.35 600.65 :, !>ymttt ~1o/Yea r Payment Interest Principal Balance 39 '! / 1 9 9 1) 100.00 48.03 5 1 .97 8 1 8 1 .21 '1[) 2/1 ggrJ"i' 100.00 47.72 52.28 8128.93 4 '! 3/1997 100.00 47.42 52.58 8076.35 12 1/199r 100.00 47. 1 1 , 52.89 8023.46 42 5/1997/-2.<.V/1 100.00 46.80 53.20 7970.2E 11.1 5/1997 100.00 46.49 53.51 7916.75 4 l.:; 7/1 9 9 7J 10ll.00 46. 1 8 ~ 53.82 7862.93 Hi 8/1997 J,.1'd.c/l 100.00 45.87 54. 1 -;) 7808.80 ./ 1.1 'l 9/1991 100.00 45.55 54 .~5 7754.35 '1 f:l 1 0/1 997 ,::l :':;.1' Ii 1 100.00 45.23 , 54 .77 7699.58 49 1 1/1 9 9 7 t:',~41 100.00 44 .91 55.09 7644.49 ~O 12/1997.b-'P3~tf7 100.00 1-4.59 55.41 7589.08 1997 totals Dymt1t S 1 l~ ..-) ..,(:, 53 ";'1- ~r:; ":5 5'/ 58 59 50 6 " 52 1200.00 Mo/Year Payment 1/1 99 e5 -1-31.(1 1 00 . 00 2/1 9 9 ~ ~,-l._, '17 1 00 . 00 - '~() (" 3 / 1 9 9 e1 t. .z'1-/i 11 00 . 0 () ,5 . '1- / 1 998 l' 2-.":"1 1 00 . 00 5/1 998 ~' I.t;;/ 1 00 , 00 5/19981.: Ll ' 1l.J..0 0 . aD- '7/1 9 9 e-")-tj~{11 0 0 .-0 (' 8/1 998 ' 1 '1.,'< if 71 00 . 00 9/ 1 998 I A - r-&' (~ 00 . 0 0 " 0/1 998 f '"1(0' tl ,1 00 . 0') 1 '1/1992 (').)'4j1 100.00 12/'1998,.)-J.tj'-t. 100.00 '!Uq~) [o+:-a-Is ()vrnt n 6? 54 65 ~) 5 67 :3 fi 60 70 '1 1 72 73 '7/j 1200.00 Mo/Year Payment 1 / 1 9 0. q:, ']./, ,',/) 1 0 0 _ 0 0 2 / 1 9 9 9 j 1/1/ q" 1 0 0 . 0 0 3/1 999,~/111q5' 100. DC' ofl"~ 1/199o.al'111~ Joo.oo.d' 5/1990 :..;/}.;} (lSl 00.00 tp{f'f 5/1999 ,!.-! -Z)"I$l 00.00 1/t1 7 /1999 ~'. ';"7'1) 100. 00 ~!'1 8/1999 J'21-(1~100.OO tfll~ 9 / 1 9 9 9 i' I. '-I;. 1 0 0 . 0 0 f~J~:' 1 0/1 99 9 '1- 1 l' IS, 00 . 00 If 1 1 / 1 9 9 91 (~ - l:Lf (~1 00 . 0 C /1. 1ft 12/1999 ,,-'; ':100.00d-l"t 199? lotals 1200.00 555.90 Interest 44.27 / 43.94 j 43.62 43.29, 42.96' 4?_,,63 ' 42.29 ; 41.95. , 4 1 .62 ' ' 41 .27 40.92 40.59 509.36 Interest 40. 2 ~ 39.89 39.54 :~9 .1 9 38.82 38.48 38. 12 37.76 37.39 37.03 36.66 36.29 459.42 644.10 Pr';ncipal 55.72 56.06 56.38 56.71 57.04 5~d~2 7 5 7 . 7 1 58.05 58.38 58.73 59.07 59.41 690.64 Principal 59.76 50 . 1 1 50.4E 50.81 61 . 17 61 .52 61 .88 52.24 62.61 52.97 63.34 63.71 740.5P 8al<9nce 7533.35 7477.29 7420.91 7364.20 7307.16 7249.79 7192.08 7134.03 7075.65 70'16.92 6957.85 6898.44 Balance 6838.68 5778.57 6718.11 6657.30 6596.13 6534.61 6472.73 6410.49 6347.88 6284.91 6221.57 6157.86 IJyrnt U Mo/Year Payment Interest Principal Balance '/5 1 /200C 1J.-1,'''- %100. OC 35.92 64 .08 6093.78 ',r ~) 2/2000 t. -!. (I.", 1 00 . 00 25.55 t 54.4SV 6029.33 77 3/200(14."2.5- <14100.00 35. 17' 64.83 v 5964.50 78 " / 2 0 0 0 3 - z. (,;{ ~ 0 0 . 0 0 34.79t 55.21 ~/ 5899.29 7? 5/2000 L-/-,'21.QQ1 00.00 34 _ 41 v 65.59 v 5833.70 80 5/2000 S--'2j-'f11 00.00 34.03 v 55.97 ,- 5767.73 8 ~ 7/2000 {.- '4<100.00 33.65 Y 66.351/ 5701.38 Q ') 8/2000 (.Ib -.~q1 00.00 33.26;/" 66.74 / 5634.64 .....f-. 8 :3 , / 9/2000 ~ -'\.1 - qt 0 0 . 0 0 32.8'! /' 67. 13 / 5567.51 S'I 1O/2oon 1. J.~-_ 4 : 00 . 00 :32.18 V 57.52 ,/ 5499.99 ,> ,_ nil. _ _ - - ~~ ~~ r-..., ",., ./ c:1t":)") 07 ?OOU I oto3"1 s '1200.00 L105.90 794 . 10 Uymt It Ma/Year Payment Interest Principal Balance , P'i ~/2001 ' '. ','t 100.00 31 .29 68.71 5295.05 38 2/2001 /-:::'ly:>~ 00.00 30.89 69.11 5225.94 89 3/2001 t. ,.,.,:,.~ '1 00.00 30.48 69.52 5156.42 90 1/2001 .;s..}..-+-' 100.00 30.08 59.92 5086.50 9 1 5/20 (] 1 1../;.1-" 100.00 29..67 70.33 5016.17 92 S / 2 00 1 !.r.]... 0 100.00 29.26 70.74 4945.43 92 7/2001 ~ 100.00 28.85 71 . 15 487Ll.28 ?1 9/2001 100.00 28.43 71 .57 1.802.71~ 95 9/2001 q 100.00 28.02. 71 .98 <730.73 \ 96 10/2001 I 0 100.00 27.60 72.1.0 1658.33 ~,-i\.)) 97 11/2001 / 'It{ 1 00.00 27.17 72.83 4585.50 98 12/2001 I'Y i 1 00 . 00 26.75 73.25 4512.25 \ 200\ 101::0'1s 120Q.OC 348.49 851.51 \ , I Interest Principal Balance \ !)ymt tt !VIa/Year , Payment 99 '1/2002 J I 100.00 26.32"":,,:,, 73.68 4438.57 ~oo 2/2002 ? 'z..)vi 00.00 25.89 7.4.11 4364.46 1 O~ 3/2002 100.00 25.46 74 .54 4289.92 10 ;! 1/2002 100.00 25.02 74.98 4214.94 102 5/2002 Y 100.0C 24.59 75.41 4139.53 I '~ 01.1 5/2002 100.00 24.15 75.85 4063.68) f 105 7/2002 (''11100.00 23.70 76.30 ~A \f'I'"f ~06 8/2002 f\i i:l 100.00 23.26 76.74 / 3910. 64 B~~t O~ 1 () ? 9/2002 1\ 100.0C 22.81 77. 1 9 ~. . ~ ()ef\' , t)!>, 10/2002 f\j 100.00 22.36 77.64 3755.81 \,~olOl 1 (,10 11/2002 ~~ 100.0C 21.91 78.09- 3677.72 " , 10 12/2002 100.00 21 .45 78.55 :3599.17 2002 Totals 1200.00 286.92 913.08 ~'yrnt U "'Io/Year Payment Interest Principal Balance 1 1 : 1/2002 100.0C 21 .00 79 . 0 (1 3520.17 ~ 1 2 2/2003 100.DO 20.53 79.47 3440.70 1 1>' 3/2002 100.00 20.07 79.93 3360.77 ~ 14 '1/:?OO3 100.00 19.60 80.40 3280.37 11':: 5/2003 100.00 19. 14 80.8E 3199.51 :16 5/2003 100.00 18.66 81 .34 3118.17 117 7/2003 100.00 18. 19 81 .81 3036.36 : 18 8/2003 100.00 '17 . 7 1 82.29 2954.07 1 '10 Q/2CH:12 100.UC 17.22 82.77 2871 .30 1 ~? C! 1 (_, / 2 0 03 100.00 16.75 83.25 2788.05 12' 11/20(]2 10(].~)C 16.25 83.74 2704 .31 ~22 '! 2/2003 100.00 15.78 84.22 2620.09 20~!:3 Teta'!s 1200.00 220.92 979.08 ;)yrnt tI !V!o/Yea r Payment Interest Pt'incipal Balance ., ;.>:,1 1/2004 100.0C 15.28 84 7~ 2535.37 ; 24 2/2004 100.00 14.79 85.21 2450.16 P5 3/2004 100.0C 14.29 85.71 2364 .115 : ? F 1/2004 100.00 13.79 86.21 2278.24 ') ;> '? 5/200~ 100.00 13.29 86.71 2191.53 '28 5/2001. 100.00 12.78 87.22 2104.31 120. '1/2004 l~)O.OO 12.2P 87.72 2016.59 1 ';)(1 8/2')fM 100.00 11 .76 88.21- 1928.35 ,...1 "-J' 1 3 '! 9/20011 100.00 1 1 .25 88.75 1839.60 ~ 3 :! '10/2004 100.00 10.73 89.27 1750.33 1 3 :? : !/200~ 100.00 10.21 89.79 1660.54 1 ::?_I), '2/2004- 100.DO 9.69 90.31 1570.23 " . ' "yrnt:U ~~o/Year Payment fnterest P,~incipal Balance 1 :3~: '1/200!: 100.0C 9. 1 6 9O.84 1479.39 '~ 36 ;;/2005 100.00 8.63 9 1 .37 1388.02 ~ 1 :3 7 3/2005 100.00 8.1(1 91.90 1296.12 :38 '1/2005 100.00 7.56 92.44 1203.68 130. 5/2005 100.00 7.02 92.98 1110.70 '40 5/2()O5 100.00 6.48 93.52 1017.18 14 1 7/2005 100.C!C 5.92 94 .07 923.11 : ~:;> 8/2005 100.00 5.38 94.62 828.49 111 =~ 9/2005 '100.00 4 .83 95. 17 733.32 'l1 !\. 10/2005 100.00 4.28 95.72 637.60 1 4 ~ " '1/2005 100.00 3.72 96.28 541.32 146 12/2005 100.00 3. 16 96.84 444.48 2005 Totals 1200.00 74.25 1125.75 Dyrnt It !VIa/Year Payment Interest PI"incipa1 Balance 14'( 1/;>006 100.00 2.59 97 .41 347.07 ''\8 ;:/2006 100.00 2.02 97.98 249.09 1 11 ~' 3/2006 100.00 1 .45 98.55 150.54 ~5D 4/2006 100.00 0.88 99. 1 2 51 .42 200S Totals 400.00 6.94 393.06 4Il ~,~u.,,'" .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Rudy. Geon;:le M. FILE NUMBER 21 01 0776 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Personal Property - Appraisal attached from Linden Hall Appraisers as of Date of Death. VALUE AT DATE OF DEATH 3,685.00 2. IRA - Waypoint Bank, Account #1086523559. See Bank Letter attached. 29,107.99 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 32 792.99 e , PAGE 2 GARAGE Lawn Mower Power Reel Mower Ladder Bag Wagon Garden/Lawn Tools BASEMENT Pair Stands Lamp Metal Card table 6 File Cabinets 2 Pc. Living Room Suite-Old No Value Desk 2 Office Chairs Platform Rocker-Floral- Old- No Value Card Table- Wood Barrel Back Upholstered Chair- No value Copy Machine- Not Working typewriter Stand rugs Office Supplies LAUNDRY ROOM Refrigerator- Old Model Dehumidifier Misc. Housewares Washer/Dryer Small Chifferobe Metal Shelves (2) Large Metal Cabinet Crock Card Table Record Cabinet Old T V Appliances Metal Cabinet Antique Jelly Cabinet Redwood Benches (2) Lawn Chairs Misc. Hardware Vacuum (old) Jars/Household File Cabinet e $ 25.00 30.00 10.00 5.00 25.00 40.00 10.00 10.00 90.00 o 15.00 20.00 o 10.00 o $,06 1 .00 6.00 10.00 10.00 15.00 15.00 120.00 20.00 15.00 25.00 5.00 10.00 1 .00 10.00 10.00 20.00 400.00 10.00 15.00 10.00 5.00 4.00 15.00 e e , PAGE 3 KITCHEN Table/Chairs Portable Dishwasher Refrigerator step Stool Radio Knick Knacks Housewares Dishes Pots/Pans Small appliances Vacuum $ 40.00 20.00 65.00 4.00 1 .00 4.00 5.00 6.00 12.00 10.00 15.00 LIVING ROOM Oval Mahogany Stand Books/Stand Clock Rectangular Stands (2) Upholstered Chair - Gold Upholstered Chair- Green Recliner Sofa Marble Top Stand Upholstered Chair, Floral Floor Lamp Desk/Chair Brass Lamps (3) Clock Console T V- Old Model Magazine Rack 65.00 10.00 6.00 30.00 10.00 10.00 20.00 60.00 215.00 15.00 10.00 85.00 30.00 5.00 20.00 10.00 DINING ROOM Dining Room set- 1 Chair, Broken Mirror Music Center/Speakers/cassettes Chocolate Pot Fostoria glass Stemware Set of Dishes (Made in China) Flatware Linens 600.00 10.00 30.00 15.00 20.00 10.00 30.00 25.00 45.00 . 4 ... e e t PAGE 4 BEDROOM/STORAGE ROOM Household items $ 15.00 Key Board 10.00 Humidifier 30.00 Toys/Games 10.00 Step Ladder 8.00 Sewing Machine 10.00 2 Lamps 2.00 Linen Closet Items 5.00 MASTER BEDROOM Mahogany Bedroom Set Cedar Chest Bedding Lamps (3) Closet- Towels, Etc. 850.00 90.00 15.00 10.00 15.00 TOTAL $3,685.00 ~r~ William G. Rowe 02/26/2002 SHUMAKER & WILLIAMS POBOX 88 HARRISBURG P A 17108 ~IWay~qi!1J LOOK FOR US. WE'LL GET YOU THERE. The information which you requested on the account(s) of GEORGE RUDY DECEASED (Social Security Number 172-01-1699) is/are as follows: 1000003284 CERTIFICA TE 01/12/98 70000.00 231.92 76231.92 Account Number Class of Account Date Opened . Principal Balance Accrued Interest Balance at Date of Death Account Ownership JTO Name of Joint KA TIU.EEN Owner, ifany MERRIS bate Ownership 01/12/98 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, ifany Date Ownership Was Established Additional Information Requested 1086523559 IRA 07/20/94 . 28993.04 114.95 29107.99 SOLE KA TIU.EEN MERRIS- 07/20/94 . 1 '" 't.. . .' ..rL . .: ,~~'.i. ; c .~(J :" . ,,1 r" 8000000517 CERTIFICATE 07/23/93 45000.00 207.01 45207.01 ITO KA 'J1ll.EEN MERRIS 07/23/93 H',. " ~ [ ., ~cer~l~ I~~O~ SENIOR SERVICES REP. P.O. Box 1711, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAVPOINT (1-866-929-7646) . www.waypointbank.com fEB 2 7 z002 _'~a."., '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Rudy. Georae M If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21 01 0776 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Kathleen A. Merris 407 Penn Ayr Road Camp Hill, PA 17011 Daughter B c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1/12/98 Waypoint Bank-Certificate of Deposit, #1000003284 70,231.92 50. 35,115.96 2. A. 7/23/93 Waypoint Bank - Certificate of Deposit, #8000000517 45,207.01 50. 22,603.51 3. A. 1/9/98 PNC Bank - Certificate of Deposit, #31700115852 20,268.69 50. 10,134.35 4. A. 7/23/97 Fulton Bank - Certificate of Deposit, #0220141451 63,066.97 50. 31,533.49 Consists of Rollover from joint CD of Decedent and Kathleen Merris 7/23/97. See attached Fulton Bank Letter. The balance of $46,000 consists of $21,000 cash from a joint checking account at First Union Bank; Account #1000694694180 and proceeds from a joint certificate from First Union Bank in the amount of $25,000 Account #24702205075 both joint with Decedent and Kathleen Merris. 5. A. 10/14/99 First Union Bank - Certificate of Deposit 35,096.63 50. 17,548.32 #247022050930721 6. A. 12/16/84 First Union Bank - Checking Account #1000694694180 4,013.01 50. 2,006.51 7. A. 7/22/99 Allfirst - Certificate of Deposit, #80000002027435 40,067.27 50. 20,033.64 8. A. 11/21/00 M&T Bank - Certificate of Deposit, #31003910494746 44,535.37 50. 22,267.69 Rollover from joint Certificate of Decedent and Kathleen Merris Account #000013782212074 at Predecessor TOTAL (Also enter on line 6, Recapitulation) $ 178758.08 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Rudy, George M. 21 01 0776 Paqe 1 Schedule F-2 - Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST Keystone Bank 9. A. 7/20/00 M& T Bank - Certificate of Deposit, #31003911865540 35,029.22 50. 17,514.61 Rollover from joint Certificates of Decedent and Kathleen Merris #000137823955 and #0000164001173 at 1/6/00 Predecessor, Keystone Bank SUBTOTAL SCHEDULE F.2 17,514.61 GRAND TOTAL SCHEDULE F.2 $ 178,758.08 "VI Way~qi!lJ LOOK FOR US. WE'LL GET YOU THERE. 02/26/2002 SHUMAKER & WILLIAMS POBOX 88 HARRISBURG PA 17108 The information which you requested on the account(s) of GEORGE RUDY DECEASED (Social Security Number 172-01-1699) is/are as follows: Account Number 1000003284 1086523559 8000000517 Class of Account CERTIFICATE IRA. CERTIFICATE Date Opened 01/12/98 07/20/94 07/23/93 Principal Balance 70000.00 28993.04 45000.00 Accrued Interest 231.92 114.95 207.01 Balance at Date of 76231.92 29107.99 45207.0 I Death Account Ownership JTO SOLE JTO Name of Joint KATHLEEN KATHLEEN Y.A THLEEN Owner, if any MERRIS MERRlS-eaJ. MERRIS Date Ownership 01/12/98 07/20/94 07/23/93 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested ~Cer~lYlJnnt '~y7YO~G SENIOR SERVICES REP. P.O. Box 1711, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com FEB 2 7 21)02 - MRR-{9-2002 12:02 PNCBANK 412 768 3458 P.01/01 o PNCBAN< March 18, 2002 James E. Reid, Jr. P.O. Box 88 Ramsburg, PA 17108 RE: Estate of George M. Rudy, deceased SSN: 1'72..01-1699 DOD: 7/30/2001 Dear Mr. Reid: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account # 31700115852 Established 01/09/1998 GEORGE M RUDY KATHLEEN A.MBRlUS DOD balance: $20.000.00 + $268.69 accrued interest Please note that this office only provides date of death balances for deposit accounti (IRAs, CDs, Checking and Savings accounts). We do not process any fInancial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1.888-762-2265) or stop by your local PNC Bank branch office. ~ uJ.dh- Rachelle Wells 1-800.762-1775 P7-PFSC-04-F 500 first Ave. Pittsburgh P^ 15219 Member FDIC TOTRL P.01 Fulton Bank CAPITAL DIVISION · LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION · GREAT VALLEY DIVISION (717)291-2437 March 4, 2002 Shumaker Williams P.C. P.O. Box 88 Harrisburg, Pennsylvania 17108 Dear Mr. Reid: RE: George M. Rudy, deceased July 30,2001 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD # 022-0141451, open 1/23/2001, matures 2/23/2002, balance $63,000.00 and accrued interest $66.97; paying 5.54%. Joint with Kathleen A. Merris. ($17,000 was a rollover from a previously held joint CD which opened 7/23/97) If you should have any further questions, please do not hesitate to contact me. Very truly yours, ~~~<U>J Karen D. Hillegas Credit Inquiry Processor . 'ONf\OEN1\~\" \." ~ !")~ , . to as , mt\.l\!}~'/' \tOO \$1Uf~'h . tor 1@',t; \~ \ntOft'ft1 . \r\I and IS . ~ ,.e r,; 1 .;)" our mqu '7' hi6 b~r',\ ,~t', ;" ans~ef t~b~\\\t't is assume(\ ~~ th, ect tG ct'\~n~:2 . 0 respons\ . .....~~ IS SU , .' ~t' eJ.V" ,,-.oplf\\Qo POBox 4887 . Lancaster, PA 17604 www.fultonbank.com 1-800-FULTON-4 1v'IAR 0 6 Z002 ,.. F~N. Reference lD: 238000 First Union National Bank Attn: Account Verifications POBox 40028 Roanoke VA 24022-73 13 February 27, 2002 SHUMAKER WILLIAMS P C POBOX 88 HARRISBURG, PA 17108 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: GEORGE M RUDY (SSN# 172-01-1699) Date of Death: July 30, 2001 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Date Rate Accrued YTD Date Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247022050930721 $35,000.00 LEGAL TITLE: GEORGE M RUDY KATHLEEN A MERRIS 10/14/1999 $96.63 $1,206.05 9/14/2001 CHECKING ]000694694180 $4,013.01 LEGAL TITLE: GEORGE M RUDY KATHLEEN A MERRIS NON INTEREST BEARING ACCOUNT 12/6/1984 9113/200 I · Due to system limitations, we can only provide a twelve month average balance on depository accounts. Revo1vine Credit Information Account Type Account Number Date of Death Balance Credit Limit Date Opened Date Closed Times Title(s) Late EQUITY LINE 4386542210990542 $0.00 4/28/2000 GEORGE M RUDY VISA 4264298388150651 SOLD TO MBNA CONTACT 1-800-359-3862 FOR INFORMATION Other Account Information Account Type Account Number Date of Death Balance Date Opened Date CI osed Title(s) ANNUITY WNFCPFJ221940 4/18/200 I GEORGE M RUDY CONTACT AMERICAN GENERAL @1-800-424-4990 FOR INFORMA TION MAR 0 5 mil 001 032 .... f~N' Reference 10: 238000 * Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. February 27, 2002 Date Sandra Smith Depository Representative Servicenter Associate Title (540)563-7323 Phone Number abs; at 001 032 II allflrst Allfirst Financial Center N.A. P.O. Box 900 MiIlsboro, DE 19966 February 27, 2002 Shumaker Williams P.C. P.O. Box88 Harrisburg, PA 17108 RE: Estate of George M. Rudy Date of Death: July 30,2001 Social Security Number: 172-01-1699 Dear Mr. Reid: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type.. .. . ... . .. . .. . .. . .. . .. . ... Certificate of Deposit Account Number....................... 80000002027435 Ownership (Names of}.............. George M. Rudy or Kathleen A. Merris Opening Date. ...... .... ............... .07/22/99 Balance on Date ojDeath.........$40,000.00 Accrued Interest $ 67.27 Total..................................... ..$40,067.27 This letter does not include any accounts in which the deceased may have been listed as Power of Attorney, Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement. For any additional information on these accounts, please contact our branch at: 1200 Market Street, West Shore. Lemoyne, PA 17043-1417 Phone: (717) 255-2271 Sincerely, . ~~ Charlene Warrington, Associate I (302) 934-2722 m1M&fBank March 25,2002 RE: Estate Search The Estate of: Date of Death (D.O.D.) GEORGE M RUDY 7/30/2001 To Whom It May Concern: Identified below is the account information requested. 1. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $44,535.37 $2069.32 $35,029.2~ $23.94 CD 31003910494746 GEORGE M RUDY KATHLEEN A MERRIS GEORGE M RUDY KATHLEEN A MERRIS 4350 CD 31003911865540 4350 . 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Tuank you. Sincerely, M&T BANK CORPORATION BY: B~~ Authorized Signature ~ DATE: s z.~- 02- Manufacturers and Traders Trust Company · 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767 ~.."u.,," .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Rudv. Georae M. FILE NUMBER 21 01 0776 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE OEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1. American General Annuity #WNFCPFJ221940, Title in name 15,350.89 100. 3,000.00 12,350.89 of Decedent Created April 18, 2001. Value as of July, 2001 - $15,350.89, less: $3,000.00 as Gift to reflect Annuity purchase with joint assets of Decedent and Daughter, Kathleen Merris, within one year of Decedent's death. Bank Letter attached. TOTAL (Also enter on line 7, Recapitulation) $ 12350.89 (If more space is needed, insert additional sheets of the same size) f~N' Reference 10: 238000 First Union National Bank Attn: Account Verifications POBox 40028 Roanoke VA 24022-7313 February 27,2002 SHUMAKER WILLIAMS P C POBOX 88 HARRISBURG, PA 17108 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: GEORGE M RUDY (SSN# 172-01-1699) Date of Death: July 30,2001 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247022050930721 $35,000.00 LEGAL TITLE: GEORGE M RUDY KATHLEEN A MERRlS 10/14/1999 $96.63 $1,206.05 9/14/200 1 CHECKING 1000694694180 $4,013.01 12/611984 t l " . LEGAL TITLE: GEORGE M RUDY KA THLEE~ A ~E.~R1~ r. ;' . NON INTEREST BEARING ACCOUNT - ..rL' .' . f . .}. \, ~ . ,;J. · Due to system Iimitli'i~9S.;~e ca~ 'only provide a twelve .:mnth average balance on depository accounts. 9/13/200 1 Revolvinl: Credit Information Account Type EQUITY LINE Account Number Date of Death Balance Credit Limit Date Opened Date . Times Title{s) Closed Late 4386542210990542 $0.00 4/28/2000 GEORGE M RUDY VISA 4264298388150651 SOLD TO MBNA CONTACT 1-800-359-3862 FOR INFORMATION Other Account Information 1 Account Type Account Number Date of Death Balance Date Opened 4/18/2001 Date Closed Title{s) ANNUITY WNFCPFJ22 I 940 GEORGE M RUDY CONTACT AMERICAN GENERAL@I-800-424-4990 FOR INFORMATION ; HAR 0 5 _ f~r,r · Date of death balance does not include accrued interest. Reference ID: 238000 · If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. Sandra Smith Depository Representative abs; at . . , 'j. . ,"'~L . ,;' . .}"I ;, !';<~Jj>:." . .,1 February 27, 2002 Date Servicenter Associate Title L' I~ . r, r ., (540)563-7323 Phone Number ~.,,"~.,,'" .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Rudy. GeonJe M. FILE NUMBER 21 01 0776 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Richardson Funeral Home 5,343.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attomey Fees Shumaker Williams, P.C., Camp Hill, PA 17011 6,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees $340.00 Probate Fees; $10.00 Inventory and $15.00 Filing Fee; Cumberland 391.00 General Fund, etc. $17.00; and Short Certificate Forms $9.00 5. Accountanfs Fees 6. Tax Retum Prepare~s Fees Creeden Hoffman, Greenawalt & Co., Camp Hill 275.00 7. Old Maids, Inc. 87.98 8. Borough of Lemoyne - Refuse/Sewer 54.00 9. Borough of Lemoyne - Per Capita Tax 9.80 10. School Taxes - West Shore District (Real Estate) 1,397.48 11. PAWC/Water Bill 11.86 12. Moyer Lawn Care 30.00 13. Linden Hall Appraisal Fee Personalty 115.00 14. Appraisal Fee (Real Estate) 275.00 15. PP&L 66.85 16. MCI 48.34 17. Grave Marker Engraving 150.00 18. Zion Lutheran Church Services 100.00 TOTAL (Also enter on line 9, Recapitulation) $ 14.520.90 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Rudy, George M. 21 01 0776 Paqe 2 Schedule H - Funeral Expenses & Administrative Costs - 67 ITEM NUMBER DESCRIPTION AMOUNT 19. 20. The Sentinel (publication) Cumberland County Law Journal 90.59 75.00 SUBTOTAL SCHEDULE H.B7 165.59 . - ,"'-"" "'. '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER RIJnv - M 21 01 OnE> RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Kathleen Ann Merris Daughter 100% 407 Penn Ayr Road Camp Hill, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) /?~td2- I \.. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRIS8URG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-10-2002 RUDY 07-30-2001 21 01-0776 CUMBERLAND 101 Allount Rellitted 'OZ JUIJ 1 0 .\_ ,-'I 0/-" /. ',t: .<,!l] JAMES E REID JR ESQ SHUMAKER WILLIAMS 3425 SIMPSON FERRY RQ; ~. CAMP HILL PA l(%1IiIlIL '* REV-1547 EX iFP 101-021 GEORGE M 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 ~ REv:i54-j-Ex-AFP--(oY:02Y-No'~ficE--oF-YNHEifi;:Ai.rcE-TAi-APPRA-isEi.fENT~--ALi.-OWANCE-('-R------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF RUDY GEORGE M FILE NO. 21 01-0776 ACN 101 DATE 06-10-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) 144.000.00 34.476.34 .00 3.910.54 32.792.99 178.758.08 12.350.89 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount 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: . ~, ..~... DATE 10-23-2001 ("'J INTEREST/PEN PAID (-) 881.48 ,,~-~~. NUMBER CD000429 (9) ClO) 14;520.90 .00 (11) Cl2) Cl3) Cl4) NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 406.288.84 14.520 90 391.767.94 .00 391.767.94 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 391.767.94 X 045= .00 X 12 = .00 X 15 = (19)= AMOUNT PAID 20.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 17 .629.56 .00 .00 17.629.56 20.881.48 3.251.92CR .00 3.251.92CR ( 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.) "v /7-c:2- J BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISIDN DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REY-1U7 EX AFP [01-02) 1 ,.) I.:. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-15-2002 RUDY 07-30-2001 21 01-0776 CUMBERLAND 101 GEORGE M '0.1. JAMES E REID JR ESQ SHUMAKER WILLIAMS 3425 SIMPSON FERRY RQ CAMP HILL PA I~Qll "i c..; . f _J 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 paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6cfj-E3f-AFP-foY=o2Y------.ii.-fNHERI,.-ANci:--YA3f-STATEMi:-NY-cfF-Accouiff--.-i.--------------------- ESTATE OF RUDY GEORGE M FILE NO. 21 01-0776 ACN 101 DATE 07-15-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-03-2002 PR I NC I PAL TAX DUE: ........................................................................................................................................................................................................................... 17,629.56 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-23-2001 CDOO0429 881.48 20,000.00 06-26-2002 REFUND .00 3,251.92- TOTAL TAX CREDIT 17,629.56 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 lIE IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: G- e6 ~ ()f (\A,. fLu O,tl Date of Death: i \l. \. l t ''$ ~, d 00 \ .;.:::::. , Will No.: d l - t> l- 0 I") " ~()~ Admin. No.: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes IRl No 0 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 ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal ~resentative state an account informally to the parties in interest? Yes JP.L No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this repo . Date: *{o 3 Sign jf'{Y\Er ~ - (LE (I? T r- Name t' ~ . .r . ! -. , 9qulI\:) ~1J8{:) j l{JJ-S- I ""-P J 0;-) f fifl fl/f' M C ~A.C'^- ( li It.. L J fl /1- , ') 0 if Address (v: at\! (t Nor (0. ") () -'7 O'l- {KOt( Telephone No. o Personal Representative ~ounsel for personal representative Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 - . Date: 6/10/2003 MERRIS KATHLEEN ANN 407 PENN AYR RD., CAMP HILL, PA 17011 RE: Estate of RUDY GEORGE M File Number: 2001-00776 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 7/30/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: JFile Counsel Judge