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Home My WebLink About01-0919 Estate of SYL VA A. CRIST also known as PETITION FOR PROBATE and GRANT OF LETTERS ~J~OJ-qICf No. To: Register of Wills for the . Deceased. County of CUmberland in the Social Security No. OR7-01-QQOl Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last will of the above decedent, dated October 17 and codicil(s) dated (];a...... "2...&, 1'1'f" A~Lc." ~,. J 9'1 ~I")..! ~)'1 J", named ,19~ S:, JOVa (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CUmberland County, Pennsylvania, with her last family or principal residence at 1721 Warren Street, New Cumberland, Cumberland County, Pennsylvania. (list street, number and muncipality) Decendent, then 91 years of age, died September 21, 2001 ,}{~ at Holy Spirit HospitaL East PennAboro ~.. Cllm~rlnnn ('(,)llnty. Pl'>. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 1721 Warren Street, New CUmberland, $ 25,000.00 $ $ $ 75,000.00 CUmberland County, PA. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.I.a.; administration d.b.n.c.l.a.) ~ <U U C <U ~3 <U .. c<:<U C -00 C'= (U"= ~<U ~o... <U '- 50 ;a c Oll Vi /[.~ ....~ ~;.../ /u~ -~ William Fearen 15 Eastqate Drive CrImp Hi 1]. PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1. S5 COUNTY OF Cumberland J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. affirmed and ,r-r--v~f..A~~--1~~ 5lli ~ :::s l:l - s:: ~ :s: /7-/~-.3 ~o. 21-2001-919 Estate of SYLVA A. CRIST , Deceased DECREE OF PROBATE A~D GRANT OF LETTERS fl1 AND NOW October 10th ________ ~2001. in consideration c' 'Ice t:o(':;t:C,I' 'Jr: the reverse side hereof, satisfactory proof havi'ng been presented before me, IT IS DECREED that the instrument(s) dated Codicil January 26th. 1996 . Will October 17th,1994 described therein be admitted to probate and filed of record as the last will of 2nd Codicil 03/30/1999 Sylva A. Crist 3rd Codicjl- 07/~8/2000 and Letters 'T'p~t-::lTT1pn+-"'ry are hereby granted to William Fearen ~At Mary C. Lewis Ann E. Rhoads, Esquire PA Supreme Ct. ID 49631 ATIORNEY (Sup. c~. J.D. No.) Cleckner and Fearen P. o. Box 11847, Harrisburg, PA 17108-1847 ADDRESS FEES Probate, Letters, Etc. ......... 5200.00 Short Certificates(6) . . . . . . . . .. S 18.00 Renunciation ................ 5 Codicil-' : 10.50 S x-Pages (5) 15.00 JCP TOTAL - S ::;.00 Filed . October .l:OtJi~2a.o 1. . $248.50. . . 717-238-1731 PHONE MAILED LETTERS 1D ANN RHOADS ATI'ORNEY OJ1-td/tO ~~~ ~ , . LAST WILL AND TESTAMENT OF SYLVA A. CRIST I, SYLVA A. CRIST, of 1721 Warren Street, New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publ ish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills and Codicils by me at any time heretofore made. ITEM I: I direct that all my funeral expenses and estate or inheritance taxes be paid by my hereinafter named Executor as soon after my death as may be found convenient. ITEM II: If at the time of my death I own the property at 1721 Warren Street, New Cumberland, Pennsylvania, I devise that property to STEVE T. LENKEVICH and DORIS M. LENKEVICH. If ei ther of them fai Is to survive me, the other shall get the property. If neither of them survive me, the property shall become part of my residuary estate under Item III. ITEM III: All the rest, residue and remainder of my estate shall be converted into cash and distributed as follows: A. If I do not own the property at 1721 Warren Street at the time of my death (and the Lenkevichs do not therefore get it) then in lieu thereof they shall receive fifteen percent (15%) of my residuary estate, and if neither of them survives me or if they have received the house then this fifteen percent (15%) shall be added ratably to the other bequests under this Item III. ~N~ 7,.4'-0 () ~.,t}, 0JJ ., .' B. Thirty-five percent (35%) thereof to FIRST CHURCH OF GOD, Fourth and Strawberry Streets, Harrisburg, Pennsylvania, 17101. C. Five percent (5%) thereof to WINEBRENNER THEOLOGICAL SEMINARY, 701 Melrose Avenue, P. O. Box 478, Findlay, Ohio, 45839. D. Fifteen percent (15%) thereof to JOYCE A. CRAMER, 3620 Rutherford Street, Harrisburg, Pennsylvania, 17111, and if she does not survive me, I give her share to her husband, LARRY CRAMER. If neither survives me, her share shall be added ratably to the other bequests under this Item III. E/.C J.~iVR~. .ce t (5} th!llt/ tp,fi.f7~f A.:Jif?t'rrlif Vivian ~_____~ QQR. ko~ i 80<1<H:-, and if she does not survi ve me her share shall be added ratably to the other bequests under this Item III. F. Five percent (5%) thereof to GLADYS KEEFAUVER, 316 Old Fort Road, Lemoyne, Pennsylvania, 17042, and if she does not survive me her share shall be added ratably to the other bequests under this Item III. G. Five percent (5%) thereof to SISTER PATRICIA MAHER, Maryknoll Sisters, Maryknoll, New York, 10545, and if she does not survive me her share shall be added ratably to the other bequests under this Item III. H. Ten percent (10%) thereof to NANCY LEE SMITH, 112 June Drive, Camp Hill, Pennsylvania, 17011, and if she does not - 2 - t. ... ~. j:":) /", //'1 . . , I ._. Il i I .~ v. ~'L J<:-.'l 'Y'v ct........,. J .~. ~~)f ~ .',\ .~','L~..:.-:....j survi ve me her share shall be added ratably to the other bequests under this Item III. (.. r;. ,II /~t/' c;Ji,d;, H:.'v~':::r"1rr'J Five percent (5%) thereof to ~1R&.~~: f~::;~r~'l~:~~ ~J'~---it'6t-'Vkf'~l' 1. d ...;.g-:+;J,lJ... and 1.' f she does not ' .Gi'lm_r~-....&,M~..an, .2,~, survi ve me her share shall be added ratably to the other bequests under this Item III. ITEM IV: I hereby appoint WILLIAM FEAREN, 426 Deerfield Road, Camp Hill, Pennsylvania, as Executor of my estate, and if he is dead or unable to serve, then I appoint PNC BANK as my Executor. IN WITNESS WHEREOF, I, SYLVA A. CRIST, have set my hand and 17 T~ seal to this, my Last Will and Testament, this I -- (j c-To h e-- (( day of , 1994. 'J /6 ~.~ ~d<W SYLV A. CRIST (SEAL) * * * * * * Signed, sealed, published and declared by SYLVA A. CRIST, the Testatrix, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, we believing her to be of sound mind, memory and understanding, have hereunto subscribed our names as witnesses. i' j" /. .- . '// . j'~I~.IA..' lJI .--.,J/tI J...t,A-t J... ) {./ c OF / J",J.-:-3 If.;''{L~,-.) xiI... '-. If ,.1Zr_.l..l.,J Cb-r,L..t: ;} ....fc:u ~.~ .... . ~. OF L; '2-6 PJ--'? -e+M' {Jj ~ k!! 17ol( - 3 - ."'" '.' COMMONWEALTH OF PENNSYLVANIA COUNTY OF aAYf)HIN CLl./778E/?LA/VD; SS: We, SYLVA A. CRIST, ?statriX, Du RJ S M L.C$ V ) c b Fed C( e.. rJ, wi tnesses, respectively, whose names and Y-/; / ) /0/'1) are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the wi tnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. . ,'< C'JI d- r/''/ ,r;- f,' 4td;",~ (C, ;S. ' SYLV~ A. CRIST - Testatrix i ~ jJ L ( " ' ",' j ~-<<J Il7 , i~e.. ...{_kl~ ~~~~. --. ,. Subscribed, sworn to and and acknowledged before me by SYLVA A. subscribed and sworn to before me and WI 1/, a.,"YJ Hc:t/'-en {)~~f..)6r:,- , 1994. by CRIST, DDr 1,5 the Testatrix, ;n, (("/7 /CI// C ~ this 17..Jj., day of witnesses, J?/",c/ a~ mh~ NOTARY )"UBLIC Notarial Seal J" , Jenn~ A Tobias, Notary Public Harii~rg. Dauphin Co~nty ,~?omml~s:on E)(~= ~efj '! ~~~~::: 6, OW,, f''''nn~Qlli''l t.ss061abon 01 NCt8',OS .( FIRST CODICIL TO LAST WILL AND TESTAMENT OF SYLVA. A. CRIST I, SYLVA A. CRIST, of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my First Codicil to my Last Will and Testament dated October 17, 1994. FIRST: In addition to the real estate devised to Steve T. Lenkevich and Doris M. Lenkevich in Item II of my Will, I also bequeath unto them the household furnishings and my personal clothing, jewelry and other similar effect, it being my intention that they shall have all of the tangible personal property located in my home at 1721 Warren Street, New Cumberland, Pennsylvania, and any of my jewelry or personal effects that may be located outside the home at the time of my death. SECOND: It is my intention that the devise of the real estate at 1721 Warren Street shall include the additional lot to the rear (east) of the lot on which the house is located. THIRD: In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated October 17, 1994. this IN WITNESS WHEREOF, I have hereunto set my hand First Codicil, this 2,C'd day of ~"'""v-"r ir~; a Lt~t SYL~ A. CRIST (SEAL) . . ~ ": COMMONWEALTH OF PENNSYLVANIA COUNTY OF ]) (1 \A. f h LJ SS: We, SYLVA A. CRIST, P1 NN 6. K}\-oA-bY , Testatrix, Lv, 1/ 1,4-11) FIE t+t.. C;J and , witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the ~dersigned authority that the Testatrix signed and executed the instrument as the first codicil to her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Codicil as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. (~:r - Testatrix ~-~ ;;Z ." 2 _z"""" ?___. . . ~. .~ ~.~~~ . Subscribed, sworn CRIST, the Testatrix, W l \ \ \ Y\ M f' e. A-R-e ,J . . ') / Q wltnesses, thlS ~~ - to and acknowledged before me by SYLVA A. and subscribed and sworn to before me by e . R1+ bA j) S- day , T9'9'5"". J q q I, , -~ Notarial Seal Jean P. Zonaricll, Notary Public Harrisburg, Dauphin County Mv Commission Expires Sept. 14, 1998 "M~;;~'1lir, P$nnsylvaniaAssociation of Notaries REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF Cumberland COUNTY OATH OF NON-SUBSCRIBING WITNESS V II ~4M r;7Q..d..~e-N ~~~~ (each) being duly qualified according to law, depose(s) and say(s) that ;;:: familiar with the signature of "'57 A.. C/<,..,---r- codicil ~ will testaL~ of (~x%{}&t~) the ~ that presented herewith and codicil5 believc* the signature on the will is in the handwriting of < It. L,z. J -;; to the best of ..A') ~ knowledge and belief. ~~ , me this ~ 8th day of (Name) OctOber, :e. "'" 2001 W- I (, I-t t!1 ~;;l Q., uv' ~c. ~"4<J~"{J,,t!t; (Address) -' ) ~ I Mary P Lewls , ~ Register ''/7 Lf L G . 0) ~.:L IC-, I ( ~ LA- ~ P (Nl~).ll . {Jd 17 v V (Address) Sworn to or affirmed and subscribed before REGISTER OF WILLS OF COU OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewit , (each) being duly qualified according to law, depose(s) and say(s) that present and saw signed as a witness at the d (in the presence of each other) (in the presence of the the testat , sign the same and that request of testat_ in h other subscribing witness(es)). Sworn to or affirmed and subscribe me this (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF Cu""rnr \~ COUNTY OATH OF NON-SUBSCRIBING WITNESS f\\l\\ 'c.. ~"'Dc~~ (e.mrt.) d __bwitltl 1..&1 !Me, (8U"CR) being duly qualified according to law, depose(s) C\nd say(s) that \ ~ familiar with the signature of '5. ~. c.s \ \ -\- , . ~?i9DS testat~ of i~tI= :f HH nulw;;rillil!, itAlH"~ ..to} the will presented herewith and ~odici!) that l believ7\ the signature on the will is in the handwriting of S~ c..(- \ <\ \--- to the best of ~ knowledge and beHe~ Sworn to or affirmed and subscribed before me this ~ 10th day of October ~ ~ 2001 ~e. ~/U"~ Registe~ ~ .~tJ~ t4C'1(") C. .(N~ (Ad~~~s)_ ~Y:~ W. \-L~, ~~ -t-\0C'r\~{~~~ r~ lIO~~ \ (Address) ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SYLVA A. CRIST Date of Death: SEPTEMBER 21, 2001 Will No. Admin. No. 2001-00919 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 12, 2001 Name Address Mr. and Mrs. Steve T. Lenkevich, 1723 Warren St., New Cumberland, PA 17070 First Church of God, Fourth and Strawberry Sts., Harrisburq, PA 17101 Winebrenner Theoloqical Seminary, 701 Melrose Ave, P.O. Box 478, Findlav, OH 45839 Jovce A. Cramer, 3620 Rutherford St., Harrisburq, PA 17111 Kate Showers, 1013 Rolleston St., Harrisburq, PA 17111 Gladvs Keefauver, 316 Old Fort Rd., Lemovne, PA 17042 Sister patricia Maher, Marvknoll Sisters, Marvknoll, NY 10545 Nancv Lee Smith, 112 June Dr., Camp Hill, PA 17011 Jane Frank, 100 Oak St., Harrisburq, PA 17109 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 10/15/2001 ~ -s::,?~ Signature Name Ann E. Rhoads, Esq. Address Cleckner and Fearen 111 Locust Street P.O. Box 11847 Harrisburg. PA 17108-1847 Telephone (717) 238-1731 Capacity: x Personal Representative Counsel for personal representative ""I~ ';f: \ \\~ ~ . N .ft'<- C:'" .;'''' :;E ,.., """,1,0 ~ l . W.,\;'\\'.f. '~'<S' rt......l ," ~ t!~(1 ~ .~ , . ~ I[ ~I. \~ L- 'J\\\ (J) :3 1-4~ ~cJ) ';:J ~g ot-l r- (:X'.~ cO ~';:J~r'I t-IO~r'I (J)04.\ 1-4 ~~ \.9~cJ)o ~ ';Z. r- ';:J~,-I ~ocJ) ';t.oP4. t-I oP-i ~8~ - O ''4. ~ ~ ~P~ ~~~~ 1-4~~~ ~p',Z<4. 6000 I' q (1) d.l o I' - z w ~ \f.~~ ~ ~ o ~ 'dI "7.1Il'dl ~ :> ~ Z 0 wlt~ ~ 0 0' &- \-' - 't. \-' - U ~ ~ u ~ ~~ ~ )(. ~ o Z ISI, Z o \11 i n. i ? (1) III it ca :t -=- - - -=- -:. - :::: -:. -:. -:. - - :::: - -:. - - i9~U.\\V.) ~,-,'jS\'J ~ :::: - :::: - - ~ IS\ ('.I ,1" i'") it,' \ it.' .... \9 r" .... \(). IF ,,\.~ "~I . :,' \0 .,'-:;1, ,,' ,{l\' ~..,",,\j . ",." ?aP"- nD 'J DENNIS J. SHATTO ANN E. RHOADS CLECKNER AND FEAREN ATTORNEYS AT LAW 119 LOCUST STREET P.O. BOX 11847 HARRISBURG, PENNSYLVANIA 17108-1847 TElEPHONE: (717) 238-1731 FAX: (717) 238-8481 OF COUNSEL ROBERT D. HANSON RETIRED RICHARD W. CLECKNER WILLIAM FEAREN December 6, 2001 Office of the Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Sylva A. Crist File #21-01-0919 Dear Ladies: I enclose estate check No. 108 payable to "Register of Wills, Agent" in the amount of $77,700.00 as an estimated inheritance tax payment in the above-referenced estate. Please send a receipt in the self-addressed, stamped envelope provided. Thank you. Very truly yours, CLECKNER AND FEAREN ~ Ann E. Rhoads PO -(t) 3::- Ct' '';"' (1)' :::\ p', d --" :o~ CD'l) (c:~ c) --, '-''''1 ;;::::.:' ~'t;l AER: lnm Enclosure ~5 c::l C':) , -...J '"".' t)C )i. ,:::. ~ -'" cc: William Fearen, Executor (w/o encl.) 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M OllVH::>lll 031111.311 NOSNVH "0 1.1l38011 13SNno::> :lO L8178-8&Z (LLL) :XV:l L&LL-8&Z (LLL) :3NOHd3131. L178L-80LLL VINVAlASNN3d 'D~nBSI~~VH L178L L XOB 'O.d 133~lS lSn::>01 6 L L M'fIl .l'fl SA3NHO.l.l'fl N3HV3:1 GN'fI H3N)I~31~ SOVOHll "3 NNV Ol.l.VHS T SINN30 --:;; REV.'lOO EX (6-001 ;--- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY 17-/).-.3 FILE NUMBER 21-01 c. w '"' ll:::$Ul uD:ll:: wD.U ::cOO uD:..J 110 III 110 <{ ..... Z W Cl W U W Cl DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) CRIST, SYLVA A. DATE OF DEATH (MM-DD-YEAR) 09-21-2001 o 0 919 COUNTY CODE YEAR NUMBER SOCiAl SECURITY NUMBER 087 - 03 9903 DATE OF BIRTH (MM.DD-YEAR) 12-04-1909 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER (IF APPLICABLE) SURVIVING SPOUSES NAME (LAST, FIRST, AND MIDDLE INITIAl) !Kl1. Original Return o 4. limited Estate !Kl 6. Decedent Died Testate (AllaclI <:ll\l'Iof WHI) o 9. Litigatio~ Proceeds' Received o 2. Supplemental Return o 4a. Future Interest Compro~!se (date of dealh after~2-1H21 o 7. Decedent Maintained a Uving Trust (l\lIacl1~ofTrust) o 10. Spousal Poverty Credit (date of dealh ~Iween 12.31-91 and 1-1-95) o 3. Remainde~ Return (date of dealh pre. III 12.1~) .!!J 5. Federal Estate Tax Return Required H'() 8. Tolal ~umber of Safe Deposit Boxes o 11. Election t.o tax under Sec. 9113(A) (1\lIacI1 ScI1 0) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or l) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10, Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus line 13) NAME Ann E. Rhoads, Esquire FIRM NAMEJff AppflCable) ClecKner and Fearen TELEPHONE NUMBER (717)238-1731 z o ~ ...J ::> !:: c.. <( u w 0:: COMPLETE MAILING ADDRESS 119 Locust Street P.O.'Box 11847 Harrisburg, PA 17108-1847 (1) ., 86 .; 000. 00 OFFICIAL USE ONLY (2) 7,002.63 (3) 0 (4) 0 (5) 840,925.44 (6) 0 (7) 27,000.00 (8) 960,928.07 (9) 63.726.34 (10) 6.463.86 -(11) 70,190.20 (12) 890,737.87 (13) 359,638.30 (14) 531,099.57 . SEE INSTRUCTIONS ON REVERSE sloe FOR APPLICABLE RATES z o ~ r; ::> c.. :E o u >< ~ 15. Amount of line 14 taxable at the spousal tax 0 0 rate, or transfers under Set. 9116 (a)(1.2) x.O_ (15) 16. Amount of line 14 taxable at lineal rate 0 x.O__ (16) 0 17. Amount of line 14 taxable at sibling rate 0 x .12 (17) O. 18. Amount of Une 14 taxable at collateral rate 531,099.57 x .15 (18) 79,664.94 79,664.94 -- .. Ii,} 19. Tax Due (19) 20.00 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT , ~~~:,;~-.~.:~~-~. ~ ~ , r;. '..~::__.~; '~~.~liJ~:~:::1 (~':!~f~t~i/~~';~-iit. .~lJ~=t:j}.~);ii:' ~; .'J ~;~~~~;~t~, . '. :~:~;\ ,'11- ~~._?~;; ;J,~/ .' ~ / I ') -;' _~ ~ . _ , ~~_ , . REV-1502EX. (1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CRIST, SYLVA A. 21-01-00919 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 VALUE AT DATE OF DEATH Real Property situate at 1721 Warren St., including rear lot, New Cumberland, Cumberland County, Pennsylvania 86,000.00 See Attached Appraisal TOTAL (Also enter on line 1, Recapitulation) $ 86,000.00 (If more space is needed, insert additional sheets of the same size) -,~~."", . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER CRIST, SYLVA A. 21-01-00919 All property jointly-owned with right of sUNivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 7,002.63 228 sh. common stock Prudential Financial TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,002.63 REV-1508 EX: (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER CRIST, SYLVA A. 21-01-00919 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 Allfirst Bank C/O #87008100663793 VALUE AT DATE OF DEATH 6,871.35 2. Al1first Bank C/O #87008100819513 6,859.25 3. Allfirst Bank C/O #87009000020565 14,327.31 4. Prudential Financil Annuity Contract #PIA 000000222 236,487.19 5. Verizon refund 5.23 6. Automobile - 1996 Oldsmobile Sedan 7,500.00 7. PNC Checking Account #51-4001-3746 185,576.44 8. PNC C/O #21001019599 20,553.29 9. PNC C/O #0000 31400155874 PNC C/O #0000 31600052120 28,059.33 10. 79,882.15 11. Cash 530.00 12. PNC Trust Account #16-27-027-3107853 17,395.53 she Blackrock Fds Pa Taxfree Ins 15,399.0600 she Blackrock Money Mkt Principal Cash 23,090.8300 she Blackrock Money Mkt Income Cash 189,611.28 15,399.06 23,090.83 13. Federal Civil Service lump sum death benefit payment 1,523.17 14. Allianz Annuity Contract #1267585 23,169.12 15. Comcast Cable refund 24.79 16. Prudential Financial car insurance premium refund 29.00 17. Household Goods 1,000.00 18. Reimbursement property taxes 426.65 TOTAL (Also enter on line 5, Recapitulation) $ 840,925.44 (If more space is needed, insert additional sheets of the same size) REV-151Q EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CRIST, SYLVA A. SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FilE NUMBER 21-01-00~19 This schedule must be completed and filed jf 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 OFTRANSFER DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE ATTACH A COPY OF THE DEED FOR REAL ESTATE_ VALUE OF ASSET INTEREST IF APPliCABLE \ NUMBER 1. Three gifts of $10,000.00 cash each to 30,000.00 100% 3,000.00 27,000.00 Mrs. Crist's friend, Doris Lenkevich, on February 10, 2001, June II, 2001, and August 15,2001, respectively TOTAL (Also enter on line 7, Recapitulation) $ 27,000.00 (If more space is needed, insert additional sheets of the same size) ~""":'"'' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER CRIST, SYLVA A. 21-01-00919 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Parthemore Funeral Home & Cremation Services, Inc. 127.00 1. ADMINISTRATiVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) 26,754.00 B. William Fearen Social Security Number(s)! EIN Number of Personal Representative(s) Street Address 15 Eastgate Drive City Camp Hill State PA Z' 17011 Ip Year(s) Commission Paid: 2002 2. 3. Attorney Fees - Cleckner and Fearen 26,754.00 Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees - Register of Wills 269.50 5. Accountants Fees 6. Tax Return Preparers Fees - Alan Ceperich, CPA (est.) 350.00 7. 8. 9. 10. II. 12. John Krieger - Real Estate Appraisal Register of Wills - Short Certificates MetLife Homeowners' Insurance 12/13/01 - 1/31/02 Cumberland Law Journal - legal advertising The Patriot News - legal advertising Ann E. Rhoads - travel/parking to probate 125.00 18.00 39.87 75.00 118.53 15.88 ~Continued on attached sheet) TOTAL (Also enter on line 9, Recapitulation) $ 63,726.34 (If more space is needed, insert additional sheets of the same size) . CCN.rINUATI~ SHEET - SCHEDULE H ESTATE OF FILE NUMBER CRIST, SYLVA A. 21-Ql-<X>919 13. Recorder of Deeds - record deed 14. PP&L - electricity 11/01 - 1/02 15. American Water Service 11/01 - 1/02 16. New Cumberland Borough - sewer/trash 17. UGI - heat 11/01 - 1/02 18. Estimated estate federal income taxes for fiscal year 9/01 - 8/02 29.50 74.41 43.15 33. 71 198.79 8,700.00 RfV.15~:;:_X e n.;~1 ESTATE OF ... SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER CRIST, SYLVA A. 21-01-00919 Include unreimbursed medical expenses. ITEM NUMBER 1, 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. DESCRIPTION AMOUNT 22.89 PP&L American Water 30.82 West Shore Anesthesia 8.97 Verizon 13.42 AT&T Consumer Lease Service 9.00 Comcast Cable 29.77 OSL DBA Orthopedic Institute of PA 295.62 New Cumberland Borough - sewer/trash 108.64 UGI - heat 107.73 2001 state income taxes 126.00 2001 federal income taxes 5,711.00 TOTAL (Also enter on line 10, Recapitulation) S 6,463.86 (If more space is needed, insert additional sheets of the same size) he'J t:.11EA. \1..,:) '* SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENt/SYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT CRIST., SYLVA A. 21-01-00919 ESTATE OF NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Doris and Steve T. Lenkevich 1723 Warren St., New Cumberland, PA 17070 2. Joycsa A. Cramer 3620 Rutherford St., Harrisburg, PA 17111 Kate Showers 1013 Rolleston St., Harrisburg, PA 17111 Gladys Keefauver 316 Old Fort Rd., Lemoyne, PA 17043 Sister patricia Maher Maryknoll Sisters, Maryknoll, NY 10545 Nancy Lee Smith 112 June Drive, Camp Hill, PA 17011 Jane Frank 100 Oak Street, Harrisburg, PA 17109 3. 4. 5. 6. 7. FILE NUMBER RELATIONSHIP TO DECEDENT 00 ~ot List Trustee(s) Friends Friend Friend Friend Friend Friend Friend AMOUNT OR SHARE OF ESTATE Real Property and Household Goods $87,000.00 17.640% residue 5.885% residue 5.885% residue 5..885% residue 11.770% residue 5.885% residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17. AS APPROPRIATE, ON REV 1500 COVER SHEET I I . 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. First Church of God Fourth & Strawberry Streets, Harrisburg, PA 17101 2. Winebrenner Theological Seminary 701 Melrose Ave., P.O. Box 478, Findlay, OH 45839 41.165% residue 5.885% residue 47.05% TOTAL OF PART II . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 359,638.30 (It more space is needed, insert additional sheets of Ihe same size) FIRST CODICIL TO LAST WILL AND TESTAMENT OF SYLVA A. CRIST I, SYLVA A. CRIST, of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my First COdicil to my Last Will and Testament dated October 17, 1994. FIRST: In addition to the real estate devised to Steve T. Lenkevich and Doris M. Lenkevich in Item II of my Will, I also bequeath unto them the household furnishings and my personal clothing, jewelry and other similar effect, it being my intention that they shall have all of the tangible personal property located in my home at 1721 Warren Street, New Cumberland, Pennsylvania, and any of my jewelry or personal effects that may be located outside the home at the time of my death. SECOND: It is my intention that the devise of the real estate at 1721 Warren street shall include the additional lot to the rear (east) of the lot on which the house is located. THIRD: In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated October 17, 1994. IN WITNESS WHEREOF, I have hereunto set my hand this First CodiciL this ;2.{D day of &"'-<>ccc<-->'r and seal to I~qlo. , 199:i. t/;;I,!.,., {( Lu.f SYLV A. CRIST (SEAL) -~_.- Signed, published and declared by the said Testatrix, Sylva A. Crist, to be her First Codicil to her Last Will and Testament, in our presence, who, at her request and in her presence ( and in the presence of each other, we, believing her to be of sound and disposing mind, memory and -understanding, have hereunto subscribed our names as witnesses. /7~-P-c:~ ~~.~ ,/7 ~~ ifJ/--/ - .~J~~ , OF OF ~ ~"'-<L ~ to-Wn J ~A. --,-..~",. .'-,. ._.. ,'""" -.. .:.v"--:''::'-~. ..--,~------:-.-~_. COMMONWEALTH OF PENNSYLVANIA COUNTY OF .b (1 V\ F h t .JJ SS: We, SYLVA A. CRIST, P1 NN 6. Kt-toADr . Testatrix, Wi 1/, ft-i1) F~!+t.c;J and , \o?itnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the u~dersigned authority that the Testatrix signed and executed the instrument as the first codicil to her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the wi tnesses, in the presence and hearing of the Testatrix, signed the Codicil as wi tnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~'-41 (l C5uf SYLV A. CRIST - Testatrix r---z;;;2 - .J? ~ [~ .?------ . ~. '-~ ~ ~~ Subscribed, sworn to and acknowledged before me by SYLVA A. day and sworn to before me by t . Rrt bAD Y , ~. I q q /, , -~ CRIST, the Testatrix, W l \ \ \ t\ r'Y\ fe. Pt-R-e. JJ . . ~/u... wltnesses, thlS ~ - and subscribed Notarial Seal Jean P. Zonaricl1. Notary Public Harrisburg. Dauphin County :..11 Commission Expires Sept. 14.1998 'i:i;:;,o<;r. Pennsylvania Association of NotarieS - :21 ~oJ ~Jl19 .' LAST WILL AND TESTAMENT OF SYLVA A. CRIST I, SYLVA A. CRIST, of 1721 Wa~~en St~eet, New Cumbe~land, Cumbe~land County, Pennsylvania, being of sound mind, memory and understanding, do he~eby make, publ ish and decla~e this to be my Last Will and Testament, hereby revoking any and all fo~mer Wills and Codicils by me at any time heretofore made. ITEM I: I direct that all my fune~al expenses and estate or inheritance taxes be paid by my hereinafter named Executor as soon afte~ my death as may be found convenient. ITEM II: If at the time of my death I own the p~operty at 1721 War~en Street, New Cumberland, Pennsylvania, I devise that p~operty to STEVE T. LENKEVICH and DORIS M. LENKEVICH. If ei ther of them fails to survive me, the other shall get the property. If neither of them survive me, the property shall become part of my residuary estate under Item III. ITEM III: All the rest, residue and remainder of my estate shall be converted into cash and distributed as follows: A. If I do not own the property at 1721 Warren Street at the time of my death (and the Lenkevichs do not therefore get it) then in lieu thereof they shall receive fifteen percent (15%) of my residuary estate, and if neither of them survives me or if they have received the house then this fifteen percent (15%) shall be added ratably to the other bequests unde~ this Item III. ~,:J4d N~ .4'/Z~ B. Thirty-five percent (35%) thereof to FIRST CHURCH OF GOD, Fourth and Strawberry Streets, Harrisburg, Pennsylvania, 17101. C. Five percent (5%) -thereof to WINEBRENNER THEOLOGICAL SEMINARY, 701 Melrose Avenue, P. O. Box 478, Findlay, Ohio, 45839. D. Fi fteen percent (15%) thereof to JOYCE A. CRAMER, 3620 Rutherford Street, Harrisburg, Pennsylvania, 17111, and if she does not survive me, I give her share to her husband, LARRY CRAMER. If neither survives me, her share shall be added ratably to the other bequests under this Item III. to ~{l{r}f A.2Vf'y';/Tl5~~ vivian fL1.J 17j~t , and if she does not surv i ve me her share shall be added ratably to the other bequests under this Item III. F. Five percent (5%) thereof to GLADYS KEEFAUVER, 316 Old Fort Road, Lemoyne, pennsyl vania, 17042, and if she does not survi ve me her share shall be added ratably to the other bequests under this Item III. G. Five percent ( 5% ) thereof to SISTER PATRICIA MAHER, Maryknoll Sisters, Maryknoll, New York, 10545, and if she does not survive me her share shall be added ratably to the other bequests under this Item III. H. Ten percent (10%) thereof to NANCY LEE SMITH, 112 June Drive, Camp Hill, Pennsylvania, 17011, and if she does not - 2 - survive me her share shall be added ratably to the other , /.' ~,L, d; Hz:.yUvi'<.L~-' : "~ ^_ ,1 I t/ (/ _ '-c--~71 0'[ .J n-0.Y }-;:I/l'IJ<-" V!AU:V-/~~~~,--'-"-) thereof to L_~, M. PRATT r 2-0:4 -Mtlst':'lIY -- I) Ma.ry;l.a:Ild, ,~~ I and if she does not bequests under this Item III. f":\ Five percent (5%) ~.c~a-~l' , .Gatnnr~- "'&, ":.-"-'l :/_'__4~ "J-"".' ~ I -, f ~..':\ .') .,:. 2-'j...J survive me her share shall be added ratably to the other bequests under this Item III. ITEM IV: I hereby appoint WILLIAM FEAREN, 426 Deerfield Road, Camp Hill, Pennsylvania, as Executor of my estate, and if he is dead or unable to serve, then I appoint PNC BANK as my Executor. IN WITNESS WHEREOF, I , SYLVA A. CRIST, have set my hand and i7 T~ this i - day of seal to this, my Last Will and Testament, Uc- To h e-lZ , 1994. d:flwv d. ()x SYLV A. CRIST ! (SEAL) * * * * * * Signed, sealed, publ i shed and declared by SYLVA A. CRIST, the Testatrix, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, we believing her to be of sound mind, memory and understanding, have hereunto subscribed our names as witnesses. iF '-,-.1 ~ j. , ,4Y7 / ~, V /U~J.,-<- ,", C:... )--"~'( l,~ A ) OF / 7..:?.-3 t6-fi._~'-) xiL. /J {/ZLv~ (!~ Yct~ ~~~\{~' OF 4 7-6 n~<?r1~ (U ~/ J& 1701( - 3 - COMMONWEALTH OF PENNSYLVANIA COUNTY OF ilAUJ?MIN (Ii1./?7!3f/;:cAND; SS: We, SYLVA A. CRIST, Testatrix, _nCJR,JS M Le~v)c hand "r./; I ) I A;Y) J:::.e d C?. e. J wi tnesses, respect i vel y, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and tha t each of the witnesses, in the presence and hear ing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. /6{t~:~/ (;c- Ct~ ~t SYLVo/ A. CRIST - Testatrix /t 'rv-J l/,' 1\ t JI r---^<-<.._~ f / I ' ,_~I'_ ~ L !?-.l~ ~ h-rq~~ , ------ Subscribed, sworn to and acknowledged before me by SYLVA A. CRIST, the Dorr.j ;n Testatrix, nnd subscribed and sworn to before and \;.//llu:i..;'l'J Hcti-cn day of {)(JI.)6r::-~ , 1994. me by witnesses, (<':'/7 ):C i/ / C ~ t his / 7 -/J, J/7'''c/ ~l 7dfh~ NOTARY /UBL IC - Notarial Seal J Jenny A Tobias. No:ary PutilC Harrisburg. D3\;p~,;n C:::;.::1ty My Commi%:an E;(P!;2S "e'; :5. 1?97 ~! n~f, Pcn~yf"!''Yl~.q ~OO2iJ0i I c"! I'~c:i:.::;es h:ddie . IJla;j' Feair81- Ho"me[oan Owned by America's =~_~~_rig~~_~ Sevings 'nstilution~ Corpontion JOHN H KRIEGER Second Mortgage Property Value Analysis Report (I his fOlln flli1Y be used if the second Inortgage will not exceed $15,000 and value is based on "as is" condition.) CRIST BORROWER/SUBJECT PROPERTY INFORMATION Borrower Estate of Norbert/Svlva Crist Cansu!> Tract 0107 Map Reference SMSA #3240 Property Address 1721 Warren Street Check One' OOSF OPUD Deanda 02-4 Units City New Cumberland County Cumberland Stllfo -- Pll Z;p Code 77070 phone No. Re.. Unknown lo~n Amount Roqested $ N/ll Term UNK Months Owne"s Estimate 01 Value $ Unknown No o~ Room. I No. o~ Bed,"om. I No. of Baths I Fem;ly Room m Den I G,,,GS Uv;ng A,eo G"'oeiC"pmt 'I Po"h.,. p",o. m I Central Air nYe. f)(lNo 7220 Sq.F.. lSpeci!y Type & Numbed Pool (Spec,lyl n Ye. fXl No 7 NOlle NOlle FIELD REPORT NEIGHBORHOOD location DUrban [X] Suburbl1r1 DRural Good Avg. Fair Poor Built Up 00 Over 75% D 25% to 75% D Undcr 2::;% Properly Compatibility 00000 Growth Rate lXl Fly Dev. o Rapid D Steady DSlow GClleral Appearance of Properties DCDDD Property Values 00 Increasing D StaUla DDflclinillQ Appelll 00000 Demand/Supply D Shortage [K] In Olllance D Ovcrsllpply Marketing Time [K] Under 3 Months 04-6 Months DOver G Months Present land Use 700 % 1 Family _ % 2.4 Family _ % Apts - % Condo % Commercial - % Indust - %Vacant - % Change in Present land Use [KJ Not Likely DUkely DTak~-~ce From To Predominant Occupancy [K] Owner DTenant 0-5 % Vllcilnt Single Family Price Range $ 80 To $ 735 Predominate Value $ 700 Single Family Age ~ Ye." To~ Years Predominate Ago 45 y" Note: Freddie Mac does not consider race or the racial composition of the neighborhood to be reliable appraisal factors. Comments including those factors. favorable or unfllv.. affecting marketability (e,g. public parl<,'i. schools. ...iew, nOise) Subiect Drooer-tv has easv access to all amenities. There are no annarent adverse or unfavorable factors affectina marketabilitv. SUBJECT PROPERTY 1948 Gne 7.5 PROPERfV RA-IING Good Avg Fair Poor Approximate Vear Built NO.Units No Stories Type (detached. duplex. semi-det. etc.) Detached ConditiOIl 01 Exterior 0 [X] 0 0 Design (rambler. Gplit level. etc.) CaDe Cod Compatibility to NeighoOfhood R ~ R R Exterior W811S Moterial Brick Roof Material Comoosi tion Appeal and Marketability Is the property located In a HUD-identified Special Flood Hazard Area? CD No DYes Special Energy Efficient Items None noted in drive-bv from curbside. Comments (lev or able or unfavorable including anv deferred maintl'lnence) This is a drive-bv aDoraisal. The aODraiser has no information concernina the maintenance or condition of the nronert v. MARKET COMPARABLE ANALYSIS PRIOR TO IMPROVEMENT ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 1721 Warren 947 Sixteenth st 970 Sixteenth st 773 Harding Street Address INAW CClmhArl New Cumberland New Cumberland New Cwnber land Proximity to Subject 11 hlnrkc; 71 hlnf"kc; 6 hlnr.ks Sales Price $ 1$ 86 000 1$ 93 000 1$ 90 700 VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION +/- $ Adjust. DESCRIPTION + /- $ Adjust. DESCRipTION +/- $ Adjust. Date of Sale/Time N/A 8/01/01 8/01/07 70/79/07 location Suburban Suburban Suburban Suburban SiteNiew . 26 Acre .23 Acre . 29 Acre .79 Acre Age 1948 1948 7948 1949 Condition Averaae A verarre A veraae A veraae Above Grl!lde Total 1 Bdrmsl Baths Tot.1 I Bdrm.1 Baths Total 1 Bdrmsl Baths Total I Bdrms 1 Bl!lths Room Count 6 14 I 7 6 13 I 1 6 13 I 7 7 14 I 2 -7,000 Gross living Area 1 220 Sq.Ft. 1 250 Sq. Ft.: -200 7 586 Sq.Ft,: -2 900 7 650 Sq.Ft.: -3 400 Heating/Cooling FHW/No CA GIlA / No CA FHA/No CA GBB/No CA Garage/Carport None None None 7 car inta -7.000 Porches. Patio. None Patio -500 Porch -500 None Pools. etc. None None None None Special Energy Average Average : Average Average Efficient Items AdAmlate Ademlate Adem la te Adeauate Other (e.g. kitchen Fireplace Fireplace Fireplace None +500 equip.. remodeling) Net Adj. Itotall r l + fX'l- 1$ -700 f l + IXI- 1$ -3 400 l + fxl- 1$ 4 900 Indicated Value 1$ 1$ 1$ of Subject 85 300 89 600 85 200 General Comments ThA rnmnnrhlp .c;nlPc; rhnc;pn wprp nf c;imil"'r r"'nP Cnrl homps in Mpw Cumbprland Borouah. The sub-;ect and all three comnarables were in need of some undatina. The information shown on this report is derived from an inspection of lhe neighbOfhood and exterior inspection of the subject propellV and markel compefables. rESTIMATED MARKET VALUE The "timaled market value is based upon thi. information and the knowledge of the undersigned. This repOrll1l not 10 be COn9trued 89 an appr.iul repoll. $ 86,000 as of 77/16/07 19 Completed By John H Krieaer PA License #RL/000/586L Tille Certi fied PA Real Est llooraiser 7 ,~/ c:lC..-r / 1 -/::-L" /. Signature I.. /1 Date 17/76/07 .19_ / / FreddIe Mac form ?04 ThiS form was produced by United Systems Sollware Corporation - Mesa. AZ (6021 B92-7914 SUBJECT PROPERTY PHOTO ADDENDUM BorrowC;;.Estate of Norbert/Sylva Estate ---~-----_._-...__.-.. ---..----- File No. CRIST Properly Address: 1721 Warren Street ----------~.- ----- Case No. City: New Cumberland ---~"'----' ,-~---,_. State: PA Zip: lender: Reuest of William Fearen Esouire FRONT VIEW OF SUBJECT PROPERTY Appraised Value $ 86,000 REAR VIEW OF SUBJECT PROPERTY STREET SCENE Borrow€\': -Estate of Norbert/Sylva Estate Property Address: 1721 Warren Street City: New Cumberland Lender: Reuest of William Fearen Esouire COMPARABLE PROPERTY PHOTO ADDENDUM File No.: CRIST Case No.: State: PA Zip: ,/"""'" ~J' i riil ." '!'II COMPARABLE SALE #1 947 Sixteenth St New Cumberland 17070 COMPARABLE SALE #2 910 Sixteenth SI New Cumberland 17070 COMPARABLE SALE #3 713 Harding SI New Cumberland 17070 LOCATION MAP Borrower: Estate of Norbert/Sylva Estate Property Address: 1721 Warren Street City: New Cumberland Lender: Reuest of William Fearen Es uire File No.: CRIST Case No.: __~ PA Zip: \ /". .;t>/ ~~/ :/ / >1 ...J"t',,/ '-'.'- " ~~~ \" -"''',- ,0/-'/ '" '-'" 'y 'x~>/ ./ '. \<J~/. "".. 0<':'// '. \ , " ''( \?~ (/ ""' ~,,// '. '0;" "''!:/ '\,,,,~ \.~/ ,\,. ,<'t;/ "/ ////_,~~-( \~ ~~ ,/ /-----------'"(.....hAl~ ~ ~ s \(~~ .. .;, S Sublec1 ~ / ~ />( 'to ,,,'j\ .0/- \ ~~;/ '" ,\fQ.>" \, ~/7 )/ /// // ^ (,</~/'" '/ \ \ / / // I I ;/ I ;' / ;' / ~ /1 ~~~ ~) /// ~< / '/''f:/ / /'" / ',,/ A /< / ,// '~"" / ,/ = '/ / / ~/ C"",,,3 \ //' ../ ~// 'A / v f1.ov/ '\,0'( // //\\ //~ v;;'// ':~ / / \/ . // / '" 'y / ./ /~ <9...... ,// '" / / / / "'<.~+ / '", // 'Z"'J- ;/ ,,/' "// ". . / ,,// \ \ /-----~\" / , / , ..---~/ . ,<-1} ",'4 "", / / / / ", // .y /,f-~'-41R / \\ ~~y/ / / // " / ,,/ / // '\ "~ / \~I "" / " / / ,.;y ; // / ,// // " // / / /^ / // ~ / ". / // ~~ . / ------- / ______ C\4 g,'<-Y'\; ~" ... ..\~V 4-.-('0. Y " ./--- -l.!.!.!.'::.t / '~ ~ ~'/ 't-15/ /' / .- [ \ \ @ .// Courtesy ot John H. Krieger RE. (717) 761-2737 lID Address Date Price HM HI{ .Hath Sq~-t Proximity S 1721 WARREN ST 0.00 HI 1 941 16TH ST 0.80 HI 5" 2 910 16TH ST 0.75 HI SII 3 713 HARDING ST 0.58 HI lISlI DEFINITION OF MARKET VALUE: The most probable price whictl a property should I"in\l In a competitive and open market under all conditions requisite to a fair sale. the buyer and seller, each acting p,rudently, knowledgeably ?~d assuming the pric~ is not. affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the pa.sslng of title from seller to buyer under conditions whereby: (1) buyer and sell~r ara typically motivated; ~2) both parties are well mformed or well advised, Bnd each acting in what he considers his own best mtereSl; (3) a reasorlilblc tUlle IS allowed for exposure in the op~n market; (4) payment is made in terms of cash in U.S. dollars or in terms of fi.nancial arr?ngements comparable thereto; (5) the price represents the normal consideration for the property sold unaffected by speCial or creatlvo financing or sales concessions. granted by anyone associated with the sale. . Adjustments to the comparables must be made for special or creative financing of sales concessions. No adjustments are necessary for those costs which arB normally paid by sellers as iJ rosult of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative 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 calculiJted on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximafo the market's reaction to the financing or concessions based on the appraiser's judgement. CERTIFICATION AND STATEMENT OF LIMITING CONDITIONS CERTIFICATION: The Appraiser certifies and agrees that: 1, The Appraiser has no present or contemplated future interesf in the property iJppraised; and neither the employment to make the appraisal, nor the compensation for it, is contingent upon tho appraised value of the property. 2, The Appraiser has no personal interest in or bias with respect to the subject miJtter of the oppriJisal report or the participants to the sale. The "Estimate of Market Value" in the appraisal report is not based in whole or in part upon the race, color, or national origin of the prospective owners or occupants of the property appraised, or upon the race, color or national origin of the present owners or occupants of the properties in the vicinity of the property appr<lised. 3. The Appraiser has personally inspected the property, both inside and out, and has made an exterior inspection of all co~parable sales listed in the report. To the best of the Appraiser's knowledge and belief, all statements and information in this report are true and correct, and the Appraiser has not knowingly withheld any significant information. 4. All contingent and limiting conditions are contained herein (imposed by the torms of the assignment or by the undersigned affecting the analyses, opinions, and conclusions contained in the report). 6. This appraisal report has been made in conformity with and is subject to the requirements of tho Code of Professional Ethics and Standards of Professional Conduct of the appraisal organizations with which the Appraiser is affiliated. 6. All conclusions and opinions concerning the real estate that are set forth in the appraisal report were prepared by the Appraiser whose signature appears on the appraisal report, unless indicated as Review Apprtliser. No change of any item in the appraisal report shall be made by anyone other than the Appraiser, and the Appraiser shall h<1ve no responsibility for any such unauthorized change. CONTINGENT AND LIMITING CONDITIONS: The certification of the Approiser eppearing in the appraisel report is subject to the following conditions and to such other specific and limiting conditions as are set fonh by the Appraiser in the report. 1. The Appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or the title thereto, nor does the Appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraised as though under responsible ownership. 2. Any sketch in the report may show approximate dimensions and is included to assist the reader in visualizing the property. The Appraiser has made no survey of the property. 3. The Appraiser is not required to give testimony or appear in court because of hnving made the appraisal with reference to the property in question, unless arrangements have been made previously made therefor. 4. Any distribution of the valuation in the report between land and improvements opplies only under the existing program of utilization. The separate valuations for land and building must not be used in conjunction with any other appraisal and are invalid if so used. 6. The Appraiser assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures, which would render it more valuable or less valuable. The Appraiser assumes no responsibility for such conditioll!>, or for engineering which might be required to discover such factors. 6. Information, estimates, and opinions furnished to the Appraiser, and contained in the report, were obtained from sources considered reliable and believed to be true and correct. However, no responsibility for accuracy of such items furnished the Appraiser can be assumed by the Appraiser. 7. Disclosure of the contents of the appraisal report is governed by the Bylaws and Regulations of the professional appraisal organizations with which the Appraiser is affiliated. 8. Neither all, nor any part of the content of the report, or copy thereof (including conclusions as to the property value, the identity of the Appraiser, professional designations, reference to any professional appraisal organizations, or the firm with which the Appraiser is connected), shall be used for any purposes by anyone but the client specified in the report, the borrower if appraisal fee paid by same, approved financial institution, any department, agency, or instrumentality of the United States any state or the District of Columbia, without the previous written consent of the Appraiser; nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media, without the written consent and approval of the Appraiser. 9. On all appraisals, subject to satisfactory completion, repairs, or alterations, the appraisal report and value conclusion are contingent upon completion of the improvements in a workmanlike manner. ADDITIONAL CERTIFICATION: The eppreiser further certifies end egrees that: 1. This appraisal conforms to the Uniform Standards of Professional Appraisel Practice ("USPAP") adopted by tha Appraisal Standards Board of the Appraisal Foundation, except that the Departure Provision of the USPAP does not apply. 2. Their compensation is not contingent upon the reporting of a predetermined value or direction in value that favors the couse 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. Note: The the additional certification is not approved or disapproved by Freddie Mac or Fannie Mae. 7 / 1_...... Date 11/16/01.19 Appraiser . / /;.~ /~. I L j', /// . JOhn)::lKrieger PA Lie a~'-- nse #RlIOOO/586l Freddie M.c Form 439 JUl 86 This lorm was 'eproduced by UnIted System, SOfLe Company (8001959.8727 F'nnle M.e Form 10048 JUl 85 Inventory of the ruland pe~on.' utate of C-- SYLVA A. CRIST deceased 1. Real Property at 1721 Warren Street and rear lot, New Cumberland, Cumberland County, Pennsylvania 86,000 00 2. Allfirst Bank C/O #87008100663793 6,871 35 3. Allfirst Bank C/O #87008100819513 6,859 25 4. Allfirst Bank C/O #87009000020565 14,327 31 5. Prudential Financial Annuity Contract #PIA000000222 236,487 19 6. Verizon Refund 5 23 7. Automobile - 1996 Oldsmobile Sedan 7,500 00 8. PNC Checking Account #51-4001-3746 185,576 44 9. PNC C/O #21001019599 20,553 29 10. PNC C/O #0000 31400155874 d ",-. 28,059 33 11. PNC C/O #0000 31600052120 79,882 15 12. Cash '7' 530 00 13. PNC Trust Account #16-27-027-3107853 17,395.53 sh. Blackrock Fds. PA Taxfree Ins 15,399.0600 sh. Blackrock Money Mkt Principal cash 23,090.8300 sh. Blackrock Money Mkt Income cash -.....1 189,611 28 15,399 06 23,090 83 14. Federal 'Civil Service lump sum death benefit payment 1, 523 17 15. Federal Civil Service - life insurance 3,772 50 16. Al1ianz Annuity Contract #1267585 23,169 12 17. Comcast Cable Refund 24 79 18. 228.000 shares Prudential Financial common stock 7,002 63 19. Prudential Financial ~ car insurance premium refund 29 00 1, 000 00 20. Household Goods 21. Reimbursement of property taxes 426 65 TOTAL 937,70 52 COMWOHWULTH 0' 'INNSYLVAN~A 'l COUNTY 0' ,{/av /-"p7''J1 , . ~ WILLIAM FEAREN .1 -. bein9 duly sworn .ccordin9 to I.w, deposes .nd says that h. is Executor of the Est.t. of Syl va A. Crist r.t. of - Ne~_.E.l!~!.>e~l:~!!~,__~~rougl'!h , Cumberland County, P.., decus.d and that the within is in inventory made by William Fearen , the Slid Executor of the entire e.tate of said decedent. con.istinq of all the personal prop.uty and rul ut.t., except rul .st.t. outside the Commonwulth of Pennsylvania. and that the fiqure. opposite each item of the Inventory represent it', f.ir ulue .. of the date of decedent's death. 6 tV or-I"l to and subscribed before me, /Ilti( /3,. ;Loo^, . ~7r17 d~ ~ ~~~':_, WILLIAM FEAREN 15 Eastgate Drive Camp Hill, PA 17011 --- .......... NotIr1a1 Seal "'"nr A. 'Ibblu, Notary Public u eoHartflbUrg, Dauphin County mV mmllalOn ElCpll'll Feb.1S, 2005 Addr... Oat. of Death 21st September 2001 O.Y Mo"t" Y.., I. 2. 3. 4. INSTRUCTIONS An inventory must be filed within three months after appointment of personal representri;ve. A supplement inventory must be filed within thirty days of discovery of additional usets, - , Addi'tional shee" may be aHached as to personalty or realty See Article IV, Fiduci.Hies Act of 1949. .. "Si :': 01 ""i CII 0: a:l "" I "'1J .rot d >- Eel I '0 . ::s ~ w .. 01 a::: ~ c: . >- w < tIl' ~I tI CIl ~ a... ~ 1-11 u tI rz::I 0 tI 0 ~ 01:' 0 0> >- ~I w ex: w CJ ~I . .. II l- I a... a... CIl c: ~ -J U. ... ~I z . '0 0 < 0 , a... u. -J < ::Sl Ill, :: W 0 <( w g > ex: CJ1 >- ~I< z <, - "II Z 0 >! c: I c ~I :J V') Z ~ 0 0 ex: < >l' :zit () .,.. Z w till I rz::I a... -a i I c: . c: -- -.: c: 0 . <I ..t) -a ~ ;l tI E 0 - . . :J 0 II -J () u: llQ /7- /;1,-..3 , BUREAU OF INDIVIDUAL TAXES " INHERITANCE TAX DIVISION o(PT. 26~6.n HARRISBURG, PA 17128-0601 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP [DI-D2) 06-17-2002 CRIST 09-21-2001 21 01-0919 CUMBERLAND 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN A SYl V A " . ~-., -) j 17 'DZ ANN E RHOADS ESQ CLECKNER & FEAREN PO BOX 11847 HBG Allount Rellitted I... '.1\ ,17108 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=is4j-EX-AFP--{OY:02Y-NOTicE--OF-YNHEiiifANCE-TAX-A-PPRAisEi.fENT-,--ALi-oWANCE-oi------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CRIST SYLVA A FILE NO. 21 01-0919 ACN 101 DATE 06-17-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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 86.000.00 7.002.63 .00 .00 840.925.44 .00 27.000.00 (8) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. (1) (2) (3) (4) (5) (6) (7) 960,928.07 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 55,026.34 6.463.86 (11) (12) (13) (14) (9) (10) 61.490 20 899,437.87 359,775.15 539,663.72 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. 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. Anount 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. .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 539,663.72 X 15 = 80,949.41 (19)= 80,949.41 . ......"'". R"'.."'.... . l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-06-2001 CDOO0617 4.047.47 77,700.00 12-10-2001 CDOO0627 .00 3,847.00 TOTAL TAX CREDIT 85,594.47 BALANCE OF TAX DUE 4,645.06CR INTEREST AND PEN. .00 TOTAL DUE 4,645.06CR ( 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.) . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. RESERVATION: Estates Df decedents dying Dn Dr befDre December 12, 1982 -- if any future interest in the estate is transferred in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr life Dr fDr years, the CDmmDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes at the lawful Class B (cDllateral) rate Dn any such future interest. PURPOSE OF NOTICE: TD fulfill the requirements Df SectiDn 2140 Df the Inheritance and Estate Tax Act, Act 23 Df 2000. (72 P.S. SectiDn 9140). PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDur payment tD the Register Df Wills printed Dn the reverse side. --Make check Dr mDney Drder payable tD: REGISTER OF HILLS, AGENT REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an "ApplicatiDn fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available at the Office Df the Register Df Wills, any Df the 23 Revenue District Offices, Dr by calling the special 24-hDur answering service fDr fDrms Drdering: 1-800-362-2050; services fDr taxpayers with special hearing and I Dr speaking needs: 1-800-447-3020 (TT Dnly). OBJECTIONS: Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment Df tax (including discDunt Dr interest) as shDwn Dn this NDtice must Dbject within sixty (60) days Df receipt Df this NDtice by: --written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR --appeal tD the Orphans' CDurt. ADMIN- ISTRATIVE CORRECTIONS: Factual errDrs discDvered Dn this assessment shDuld be addressed in writing tD: PA Department Df Revenue, Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 PhDne (717) 787-6505. See page 5 Df the bDDklet "lnstructiDns fDr Inheritance Tax Return fDr a Resident Decedent" (REV-15011 fDr an explanatiDn Df administratively cDrrectable errDrs. DISCOUNT: If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (5%) discDunt Df the tax paid is allDwed. PENALTY: The 15% tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtal Df the tax and interest assessed, and nDt paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participatiDn penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest that has been assessed as indicated Dn this nDtice. INTEREST: Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df death, tD the date Df payment. Taxes which became delinquent befDre January 1, 1982 bear interest at the rate Df six (6%) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after January 1, 1982 will bear interest at a rate which will vary frDm calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest FactDr 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 77. .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 77. .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as fDllows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation tD fifteen (15) days beyond the date Df the assessment. If payment is made after the interest computatiDn date shDwn Dn the NDtice, additional interest must be calculated. REV-1470 F.X (6-88) . "dd- INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER REVIEWED BY ACN 2101-0919 101 Sylva A Crist Deborah Washington ITEM SCHEDULE NO. EXPLANATION OF CHANGES H 8-18 The value of the expense has been adjusted to zero as estimated figures are not allowable on Inheritance Tax Returns for this purpose. ROW Page 1 1"/- /c:l- ~ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REY-485 EX AFP 101-021 ANN E RHOADS ESQ CLECKNER & FEAREN PO BOX 11847 HBG 'Ol 17 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-17-2002 CRIST 09-21-2001 21 01-0919 CUMBERLAND 201 SYLVA A Allount Rellitted \,., PA {lt7::t08 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 FILES ~ R"EV=483-EX--A"FP-TIH:-02r----..-NOfic"E--oi:--D'ETERMiifA"T'ION-AiofD'-AssEss-HENY----------------------- -- --- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF CRIST SYLVA A FILE NO.21 01-0919 ESTATE TAX DETERMINATION ACN 201 DATE 06-17-2002 1. Credit For State Death Taxes as Verified 12.395.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 76.901.94 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 76.901. 94 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 (b) of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to: REGISTER OF HILLS. AGENT. REFUND (CR): A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: For dates of death on or after 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of nine (09) months from the date of death. For dates of death prior to 10-3-91, Pennsylvania Estate Tax based on the Federal Estate Tax return becomes delinquent at the expiration of eighteen (18) months from the date of death. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. 1,?~/c2-3 ~ BUREAU OF INDIVIDUAL TAXES \v INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1'07 EX AFP 101-02> ANN E RHOADS ESQ CLECKNER & FEAREN PO BOX 11847 HBG 'OZ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-01-2002 CRIST 09-21-2001 21 01-0919 CUMBERLAND 101 SYLVA A Allount Rellitted PA In,08 l '\) 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 = i61fj-EX-AFP--foY:02y------...--iNifERiTANCE-TAX-STAfiMENT-1fF'-Accouiif--.-i.--------------- - ----- ESTATE OF CRIST SYLVA A FILE NO.21 01-0919 ACN 101 DATE 07-01-2002 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: 06-10-2002 P R I N C I PAL T A X DUE: ............................................................................................................................................................................................. 80,949.41 PAYMENTS (TAX CREDITS): PAYMENT RECEI PT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-06-2001 CDOO0617 4,047.47 77,700.00 12-10-2001 CDOO0627 .00 3,847.00 06-12-2002 REFUND .00 4,645.06- TOTAL TAX CREDIT 80,949.41 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 IE 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. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of the tax paid is allowed. PENALTY: The 1570 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (670) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate DailY Interest Factor 1982 2070 .000548 1992 970 .000247 1983 1670 .000438 1993-1994 n .000192 1984 1170 .000301 1995-1998 970 .000247 1985 1370 .000356 1999 n .000192 1986 1070 .000274 2000 870 .000219 1987 970 .000247 2001 970 .000247 1988-1991 1170 .000301 2002 670 .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUftBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Cherewka & Radcliff, LLP 624 North Front Street Wormleysburg, Pennsylvania 17043 (717) 236-9318 (717) 901-3770 Fax (717) 232-4774 August 5, 2002 Clerk of the Orphans' Court Cumberland County Court House 1 Court House Square Carlisle,PA 17013 Attn: Donna RE: First & Final Account by PNC Bank, NA, Trustee De~>iDfrrus{ of Syiv~ A Crist '.21-2001-00919 ) .< Dear Donna: The name of the deceased settlor of the above referenced trust is erroneously stated in the First and Final Account. Ann E. Rhoads, as attorney for the Executor brought this error to my attention. I spoke to you about this by telephone this morning. The original trust document uses the name "SYLVIA A. CRIST". However, the de~s~ co![ect ~t name i~_:~..Yr~ A". ~- ~ - - - - - - ~ By agreement with Ann E. Rhoads, Esq., on behalf of William Fearen, Executor of the Estate of Sylva A. Crist, I am writing to make this error and variation in the spelling ofthe settlor's name a matter of record. We request that the final Order and confirmation of the Account ofPNC Bank, N.A., Trustee, show the name as SYLVA A. CRIST. Very truly yours, ~~cl'j(~~~ David H. Radcliff, Attorney for PNC Bank, .A., Trustee cc: Andrea Carlson, Trust Officer (FAX Only) Ann E. Rhoads, Esq. ". ,08/05/2002 10:41 . 7172324774 CHEREWKA&RADCLIFF PAGE 02 Cherewktl & Radcliff, LLP 824 North Front Street Wonnleysburg, Pennsylvania 17043 (717) 236-9318 (717) 901..3770 Fax (717) 232-4174 August 5, 2002 Clerk of the Orphans' Court Cumberland County Court House 1 Court House Square Carlisle, P A 17013 Attn: Donna RE: First & Final Account by PNC Bank, NA, Trustee Deed of Trust of Sylva A Crist No. 21~2001-00919 Dear Donna: The name of the deceased settlor of the above referenced trust is erroneously stated in the First and Final Account. Ann E. Rhoads, as attorney for the Executor brought this error to my attention. I spoke to you about this by telephone this morning. The original trust document uses the name "SYLVIA A. CRIST". However, the deceased's correct first name is "8 YL V A". By agreement with Ann E. Rhoads, Esq., on behalf of William Fearen, Executor of the Estate of Sylva A. Crist, I am writing to make this error and variation in the spelling of the settlor's name a matter of record. We request that the final Order and confirmation of the Account ofPNC Bank, N.A., Trustee, show the name as SYLVA A. CRIST. v cry truly yours, ~.c/#&~ David H. Radcliff, Attorney for PNC Bank, .A., Trustee cc: Andrea. Carlson, Trust Officer (FAX Only) Ann E. Rhoads, Esq. , 'r ~8/05/2002 10:41 .. 7172324774 CHEREWKA&RADCLIFF PAGE 01 CHEREWKA & RADCLIFF, LLP 624 N. FRONT STREET WORMLEYSBURGt P A 17043 DAVID H. RADCLIFF TELEPHONE: (717) 236-9318 FAX NUMBER 232-4774 FAX TRANSMISSION COVER SHEET DATE 8/5/02 TIME: FILE NO. MESSAGE BEING SENT TO: DONNA CUmberland Co Orphans' Court [ .. ] TIlE ORIGINAL OF lHIS TRANSMISSION WILL BE MAILED. [ X ] THE ORIGINAL OF TIllS TRANSMISSION WILL NOT BE MAILED. FAX NUMBER 240~ 7797 THIS COVER SHEET IS PAGE 1 OF 2 PAGES BEING SENT BY: DAVID RADCLIFF INSTRUCTIONSIMESSAGES: Regarding Sylva A. Crist Trust IF YOU DO NOT RECEIVE THE DESIGNATED NUMBER OF PAGES, OR THE COPIES ARE NOT CLEAR, PLEASE CONTACT THE SENDER AT (717)236-9318. Faxed by: .1'- _l ~J-t)/-qlq ~f COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNT For the Deed of Trust of SYLVIA A. CRIST, under Agreement Dated February 13, 1989, now DECEASED Stated by PNC Bank, National Association, Trustee Date of Trustee's first receipt of funds February 14, 1989 Account Stated for the Period February 14, 1989 to June 15,2002 Purpose of Account: PNC Bank, National Association, Trustee, offers this account to acquaint interested parties with the transactions that have occurred during its administration. (The account also indicates the proposed distribution of the trust property.) It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: David H. Radcliff, Esquire 624 North Front Street Wormleysburg, PA 17043 (717) 236-9318 PROPOSED DISTRIBUTION TRUST OF SYLVIA A. CRIST No. 21- Distributive Share of Principal and Income Principal Estate of Sylvia A. Crist Total principal and income to be distributed $205,180.11 Income $ 27,304.47 PNC~ANK IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-919 DEED OF TRUST OF SYLVIA A. CRIST, NOW DECEASED FIRST AND FINAL ACCOUNT OF PNC BANK, NATIONAL ASSOCIATION TRUSTEE UNDER AGREEMENT DATED FEBRUARY 13, 1989 ACCOUNT NO.: 16-27-027-3107853 ACCOUNT STATED TO: JUNE 15, 2002 ------------------------------------------------------------------------------ ------------------------------------------------------------------------------ DAD - 1 - PNCRANK SYLVIA A CRIST 3107853 SUMMARY AND INDEX PRINCIPAL PAGES RECEIPTS 3 4 NET GAIN/LOSS ON CONVERSIONS 5 - 9 ADJUSTED BALANCE LESS DISBURSEMENTS 10 - 10 BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES 11 - 11 PRINCIPAL BALANCE ON HAND 12 - 12 INVESTMENTS MADE 13 - 14 CHANGES IN INVESH1ENT HOLDINGS 15 - 16 INCOME RECEIPTS 17 - 17 NET GAIN/LOSS ON CONVERSIONS 18 - 18 ADJUSTED BALANCE LESS DISBURSEMENTS 19 - 19 BALANCE BEFORE DISTRIBUTIONS DISTRIBUTIONS TO BENEFICIARIES INCOME BALANCE ON HAND 20 - 20 INVESTMENTS MADE 21 - 21 CHANGES IN INVESTMENT HOLDINGS COMBINED BALANCES REMAINING 365,219.27 15,668.27 380,887.54 707.43- 380,180.11 175,000.00- 205,180.11 27,801.16 .00 27,801.16 496.69- 27,304.47 .00 27)304.47 232,484.58 - 2 - TRSNOlllO/8S} PRIVATE BANK SYLVIA A CRIST 2/14/89 RECEIPTS OF PRINCIPAL SYLVIA A CRIST ASSETS DEPOSITED TO BE HELD PURSUANT TO TERMS OF REVOCABLE TRUST AGREEMENT DATED 02/13/1989 $200,000.00 ----------- ----------- 2/14/89 AS FOLLOWS: CASH HARRIS SAVINGS ASSN #10-29-095619 DAUPHIN DEPOSIT BANK #01-15-61-0971580 DAUPHIN DEPOSIT BANK #01-15-61-0964533 HILL FINANCIAL SAVINGS ASSN #29-68-000897 HILL FINANCIAL SAVINGS ASSN #29-68-000508 HILL FINANCIAL SAVINGS ASSN #29-67-001851 CCNB BANK NA #31-03-91833 CCNB BANK NA #31-03-99423 INCREASE IN CARRYING VALUE OF THE FOLLOWING ASSET TO REFLECT DIVIDEND REINVESTMENT HILL FINANCIAL SAVINGS ASSN #29-68-000508 ADJUSTMENT TO CARRYING VALUE TO REFLECT CORRECT VALUE DAUPHIN DEPOSIT BANK #01-15-61-0971580 ADDITIONAL DEPOSIT PNC BANK NA PROCEEDS FROM CHECKING ACCOUNT #5140013746 SALOMON BROTHERS TREASURY PROCEEDS DUE ON CLASS ACTION SETTLEMENT AMOUNT TRANSFERRED FROM INCOME-PERSONALTY 11/06/1992 TO 03/18/1999 2/14/89 2/14/89 2/14/89 2/14/89 2/14/89 2/14/89 2/14/89 4/03/89 10/10/89 11/14/96 11/20/96 3/18/99 - 3 - PNCJBANK 3107853 11,069.25 22,179.62 26,751.13 10,000.00 50,000.00 20,000.00 10,000.00 15,000.00 35,000.00 2,388.04 2,045.14 35,000.00 12.02 125,774.07 TASNOZllO/851 PRIVATE BANK PNCJBANK SYLVIA A CRIST RECEIPTS OF PRINCIPAL TOTAL PRINCIPAL RECEIPTS 3107853 365,219.27 ------------ ------------ TRSN02110/8Sl - 4 - PRIVATE BANK PNCJffiANK SYLVIA A CRIST 3107853 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN LOSS 7/10/89 HILL FINANCIAL SAVINGS ASSN #29-68-000897 PROCEEDS: 50,000.00 ACQUISITION VALUE: 50,000.00 .00 12/05/89 HILL FINANCIAL SAVINGS ASSN #29-67-001851 PROCEEDS: 10,000.00 ACQUISITIO~ VALUE: 10,000.00 .00 8/27/90 CCNB BANK NA #31-03-91833 PROCEEDS: 15,000.00 ACQUISITION VALUE: 15,000.00 .00 10/02/90 HILL FINANCIAL SAVINGS ASSN #29-68-000508 PROCEEDS: 22,388.04 ACQUISITION VALUE, 22.388.04 .00 10/09/90 DAUPHIN DEPOSIT BANK #01-15-61-0971580 PROCEEDS: 28,796.27 ACQUISITION VALUE: 28.796.27 .00 12/05/90 HARRIS SAVINGS CTF OF DEP #160201 8.13% DUE 12105/1990 PROCEEDS: 10,000.00 ACQUISITION VALUE: 10,000.00 .00 5/10/91 HARRIS SAVINGS ASSN #10-29-095619 PROCEEDS: 22,179.62 ACQUISITION VALUE: 22.179.62 .00 5/24/91 CCNB BANK NA #31-03-99423 PROCEEDS: 35,000.00 ACQUISITION VALUE: 35,000.00 .00 5/31/91 5,000 PAR USA TREASURY NOTES 8.75% DUE 05/31/1991 PROCEEDS: 5,000.00 ACQUISITION VALUE: 4,991.90 8.10 TASN02 flOI"':'5) - 5 - PRIVATE BANK PNCJBANK SYLVIA A CRIST 7/16/91 12/05/91 1/31/92 5/08/92 5/22/92 6/04/92 6/30/92 7/14/92 12/10/92 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN DAUPHIN DEPOSIT BANK #01-15-61-0964533 PROCEEDS: ACQUISITION VALUE: 10,000.00 10,000.00 .00 HARRIS SAVINGS CTF OF DEP #185707 7.60% DUE 12/05/1991 PROCEEDS: ACQUISITION VALUE: 10,000.00 10.000.00 .00 10,000 PAR USA TREASURY NOTES 8.12% DUE 01/31/1992 PROCEEDS: ACQUISITION VALUE: 10,000.00 9,984.60 15.40 HARRIS CTF OF DEP #199589 6.10% DUE 11/08/1991 PROCEEDS: ACQUISITION VALUE: 25,000.00 25.000.00 .00 HARRIS CTF OF DEP #AR30000 6.00% DUE 11/22/1991 PROCEEDS: ACQUISITION VALUE: 35,000.00 35.000.00 .00 HARRIS CTF OF DEP #AR219839 5.10% DUE 06/04/1992 PROCEEDS: ACQUISITION VALUE: 10,000.00 10.000.00 .00 10,000 PAR USA TREASURY NOTES 8.25% DUE 06/30/1992 PROCEEDS: ACQUISITION VALUE: 10,000.00 10.015.63 HARRIS CTF OF DEP #AR211240 6.00% DUE 01/14/1992 PROCEEDS: ACQUISITION VALUE: 10,000.00 10,000.00 .00 VANGUARD FIXED INC SECS FD INC INTER TERM US TREASURY PORTFOLIO CAPITAL GAIN DISTRIBUTION PROCEEDS: ACQUISITION VALUE: 63.54 .00 63.54 TASN02110!95) - 6 - 3107853 LOSS 15.63- PRIVATE BANK SYLVIA A CRIST 2/16/93 3/04/93 6/30/93 6/30/93 7/13/93 10/21/93 10/21/93 10/21/93 10/21/93 PNCJBANK GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN 10,000 PAR USA TREASURY NOTES 8.25% DUE 02/15/1993 PROCEEDS: ACQUISITION VALUE: 10,000.00 9.984.38 VANGUARD FIXED INC SECS FD INC INTER TERM US TREASURY PORTFOLIO CAPITAL GAIN DISTRIBUTION PROCEEDS: ACQUISITION VALUE: 20,000 PAR USA TREASURY NOTES 7.00% DUE 06/30/1993 45.16 .00 PROCEEDS: ACQUISITION VALUE: 20,000.00 19,978.00 10,000 PAR USA TREASURY NOTES 8.125% DUE 06/30/1993 PROCEEDS: ACQUISITION VALUE: 10,000.00 10,037.50 3,802.281 UTS VANGUARD FIXED INC SECS FD INC INTER TERM US TREASURY PORTFOLIO PROCEEDS: ACQUISITION VALUE: 42,547.52 40,000.00 20,000 PAR USA TREASURY NOTES 6.50% DUE 11/30/1996 PROCEEDS: ACQUISITION VALUE: 21,325.00 20.081. 25 20,000 PAR USA TREASURY NOTES 6.25% DUE 01/31/97 PROCEEDS: ACQUISITION VALUE: 21,200.00 19,812.50 20,000 PAR USA TREASURY NOTES 7% DUE 04/15/1999 PROCEEDS: ACQUISITION VALUE: 22,125.00 20,021. 88 30,000 PAR USA TREASURY NOTES 6.875% DUE 04/30/1997 PROCEEDS: ACQUISITION VALUE: 32,484.38 29,931.30 - 7 - 15.62 45.16 22.00 2,547.52 l,243.7<j 1,387.50 2,103.12 2,553.08 TRSN02110f851 3107853 LOSS 37.50- PRIVATE BANK PNCJBANK. SYLVIA A CRIST 3107853 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN LOSS 10/21/93 20,000 PAR USA TREASURY NOTES 6.75% DUE 05/31/97 PROCEEDS: ACQUISITION VALUE: 21,587.50 20,143.75 1,443.75 10/21/93 10,000 PAR USA TREASURY NOTES 8.625% DUE 08/15/1997 PROCEEDS: ACQUISITION VALUE: 11 , 456 . 25 9,943.75 1,512.50 10/21/93 15,000 PAR USA TREASURY NOTES 8.375% DUE 04/15/1995 PROCEEDS: ACQUISITION VALUE: 15,984.38 15,028.13 956.25 10/21/93 15,000 PAR USA TREASURY NOTES 8.50% DUE 6/30/1994 PROCEEDS: ACQUISITION VALUE: 15,515.63 14,962.50 553. 13 10/25/93 15,000 PAR USA TREASURY NOTES 8.50% DUE 05/15/1995 PROCEEDS: ACQUISITION VALUE: 16,068.75 14,948.44 1,120.31 8/01/95 1,263.690 UTS FEDERATED GNMA TRUST SH BEN INT FD #16 PROCEEDS: 14}014.32 ACQUISITION VALUE: 15,000.00 3/26/96 18,227 UTS PNC INTERMEDIATE GOVERNMENT BOND FUND PROCEEDS: 81, 529.37 ACQUISITION VALUE: 84,992.79 3/26/96 149 UTS PNC SHORT TERM GOVERNMENT BOND FUND 985.68- 3}463.42- PROCEEDS: ACQUISITION VALUE: 14}920.86 14,941.27 20.41- TRSN02110/95} - 8 - PRIVATE BANK SYLVIA A CRIST 11/17/98 10/23/01 PNCJBANK 3107853 GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PROCEEDS: ACQUISITION VALUE: 515.27 .00 17,395.530 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS PROCEEDS: ACQUISITION VALUE: 190,481.05 186.396.14 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN - 9 - LOSS 515.27 4,084.91 20,190.91 4,522.64- 15,668.27 4,522.64- ---------- ---------- TJ1SN02110/35) PRIVATE BANK PNCJBSANK SYLVIA A CRIST 3107853 6/27/89 DISBURSEMENTS OF PRINCIPAL AMOUNT TRANSFERRED TO INCOME-PERSONALTY CHEREWKA & RADCLIFF LLP ESTIMATED FILING FEE CHEREWKA & RADCLIFF LLP ATTORNEY'S FEE TOTAL PRINCIPAL DISBURSEMENTS 7.43- 6/15/02 200.00- 6/15/02 500.00- 707.43- ------------ ------------ TRSN02 (10/85) - 10 - SYLVIA A CRIST PRIVATE BANK DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES PAYMENTS MADE TO AND ON BEHALF OF SYLVIA A CRIST SYLVIA A CRIST PRINCIPAL DISTRIBUTIONS 2/07/91 10/22/93 5)000.00- 170)000.00- TOTAL PRINCIPAL DISTRIBUTIONS - 11 - PNCRANK 175)000.00- 3107853 175)000.00- 175)000.00- ---------- ---------- TASN02(10/95) PRIVATE BANK PNCJffiANK. SYLVIA A CRIST PRINCIPAL BALANCE ON HAND 3107853 ACQUISITION VALUE INVESTED CASH TOTAL PRINCIPAL 205,180.11 205,180.11 ------------ ------------ TRSN02110/8S1 - 12 - PRIVATE BANK PNCJBANK SYLVIA A CRIST 3107853 PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 5/31/89 5,000 PAR USA TREASURY NOTES 8.75% DUE 05/31/1991 4,991.90 12/05/89 HARRIS SAVINGS eTF OF DEP #160201 8.13% DUE 12/05/1990 10,000.00 1/31/90 10,000 PAR USA TREASURY NOTES 8.12% DUE 01/31/1992 9,984.60 8/23/90 10,000 PAR USA TREASURY NOTES 8.625% DUE 08/15/1997 9,943.75 8/23/90 10,000 PAR USA TREASURY NOTES 8.25% DUE 02/15/1993 9,984.38 8/23/90 15,000 PAR USA TREASURY NOTES 8.50% DUE 05/15/1995 14,948.44 8/23/90 10,000 PAR USA TREASURY NOTES 8.25% DUE 06/30/1992 10,015.63 8/27/90 15,000 PAR USA TREASURY NOTES 8.50% DUE 6/30/1994 14,962.50 10/03/90 15,000 PAR USA TREASURY NOTES 8.375% DUE 04/15/1995 15,028.13 10/03/90 10,000 PAR USA TREASURY NOTES 8.125% DUE 06/30/1993 10,037.50 12105/90 HARRIS SAVINGS CTF OF DEP #185707 7.60% DUE 12/05/1991 10,000.00 5/10/91 HARRIS eTF OF DEP #199589 6.10% DUE 11/08/1991 25,000.00 5/24/91 HARRIS eTF OF DEP #AR30000 6.00% DUE 11/22/1991 35,000.00 7/01/91 20,000 PAR USA TREASURY NOTES 7.00% DUE 06/30/1993 19,978.00 7/16/91 HARRIS eTF OF DEP #AR211240 6.00% DUE 01/14/1992 10,000.00 12105/91 HARRIS eTF OF DEP #AR219839 5.10% DUE 06/04/1992 10,000.00 4/30/92 30,000 PAR USA TREASURY NOTES 6.875% DUE 04/30/1997 29,931. 30 6/05/92 20,000 PAR USA TREASURY NOTES 6.50% DUE 11/30/1996 20,081.25 6/05/92 20,000 PAR USA TREASURY NOTES 6.25% DUE 01/31/97 19,812.50 TRSN02110/8S) - 13 - PRIVATE BANK PNCJBANK SYLVIA A CRIST 6/05/92 6/05/92 11/25/92 3/03/93 5/07/93 7/07/93 8/05/93 9/07/93 9/07/93 8/08/95 4/02/96 4/02/96 11/19/96 11/19/96 6/1 0/97 11/17/98 3107853 PRINCIPAL INFORMATION SCHEDULES - INVESTMENTS MADE 20,000 PAR USA TREASURY NOTES 7% DUE 04/15/1999 20,000 PAR USA TREASURY NOTES 6.75% DUE 05/31/97 3,802.281 UTS VANGUARD FIXED INC SECS FD INC INTER TERM US TREASURY PORTFOLIO 1,263.690 UTS FEDERATED GNMA TRUST SH BEN INT FD #16 3,216 UTS PNC INTERMEDIATE GOVERNMENT BOND FUND 6,433 UTS PNC INTERMEDIATE GOVERNMENT BOND FUND 6,450 UTS PNC INTERMEDIATE GOVERNMENT BOND FUND 1,206 UTS PNC LONG TERM PA TAX FREE INCOME FUND. 2,128 UTS PNC INTERMEDIATE GOVERNMENT BOND FUND 149 UTS PNC SHORT TERM GOVERNMENT BOND FUND 4,920 UTS PNC LONG TERM PA TAX FREE INCOME FUND 895 UTS PNC PA TAX FREE INCOME FUND 2,190 UTS PNC LONG TERM PA TAX FREE INCOME FUND 177 UTS PNC PA TAX FREE INCOME FUND 99 UTS PNC PA TAX FREE INCOME FUND 46.715 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS REINVESTMENT OF CAPITAL GAIN 20,021. 88 20,143.75 40,000.00 15,000.00 14,999.42 29,997.08 29,998.95 9,997.74 9,997.34 14,941.27 39,994.68 89,969.88 17,995.23 17,924.44 9,998.90 515.27 TRSN02110/35l - 14 - PRIVATE BANK PNCJffiANK SYLVIA A CRIST PRINCIPAL INFORMATION SCHEDULES - CHANGES IN INVESTMENT HOLDINGS 5/08/98 11/17/98 11/17/98 10/23/01 9/07/93 4/02/96 11/19/96 5/08/98 4/02/96 11/19/96 6/10/97 17,348.815 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS RECEIVED IN EXCHANGE FOR PNC LONG TERM PA TAX FREE INCOME FUND AND PNC PA TAX FREE INCOME FUND SOLD BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS CAPITAL GAIN DISTRIBUTION PURCHASED 46.715 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS REINVESTMENT OF CAPITAL GAIN SOLD 17,395.530 UTS BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS ---------- ---------- 0.000 UTS PURCHASED 1,206 UTS PNC LONG TERM PA TAX FREE INCOME FUND PURCHASED 4,920 UTS PNC LONG TERM PA TAX FREE INCOME FUND PURCHASED 2,190 UTS PNC LONG TERM PA TAX FREE INCOME FUND 8,316 UTS PNC LONG TERM PA TAX FREE INCOME FUND EXCHANGED FOR BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS ---------- ---------- 0 UTS PURCHASED 895 UTS PNC PA TAX FREE INCOME FUND PURCHASED 177 UTS PNC PA TAX FREE INCOME FUND PURCHASED 99 UTS PNC PA TAX FREE INCOME FUND - 15 - 3107853 185,880.87 515.27 186,396.14- ---------- ---------- .00 9,997.74 39,994.68 17,995.23 67,987.65- ---------- ---------- .00 89,969.88 17}924.44 9,998.90 TRSNQ2110i95J PRIVATE BANK. PNCRANK. SYLVIA A CRIST PRINCIPAL INFORMATION SCHEDULES - CHANGES IN INVESTMENT HOLDINGS CONTINUED: PNC PA TAX FREE INCOME FUND 3107853 5/08/98 1,171 UTS PNC PA TAX FREE INCOME FUND EXCHANGED FOR BLACKROCK FUNDS PA TAX FREE INCOME PORTFOLIO FUND 39 INSTITUTIONAL CLASS 117,893.22- ---------- ---------- ---------- ---------- OUTS .00 TASN02110mS) - 16 - PRIVATE BANK SYLVIA A CRIST PNCIffiANK 3107853 7/01101 RECEIPTS OF INCOME INCOME SINCE 06/30/2001 DATE OF LAST STATEMENT RENDERED SYLVIA CRIST, NOW DECEASED ----------------------------------- ----------------------------------- BALANCE PER STATEMENT DATED"06/30/2001: CASH OTHER INCOME BLACKROCK FUNDS PA TAX PORTFOLIO FUND 39 INSTITUTIONAL CLASS 7/02/01 8/01101 9/04/01 10/01101 11/0VOl BLACKROCK MONEY MARKET INSTITUTIONAL CLASS FD #01 7/02/01 7/02/01 8/01101 8/01/01 9/04/01 9/04/01 10/01101 10/01101 11/01/01 11101101 12/03/01 12/03/01 1102/02 1/02/02 2/01102 2/01102 3/01102 3/01102 4/01102 4/01102 5/01102 5/01102 5/01102 6/03/02 TOTAL INCOME - 17 - 20,782.75 FREE INCOME 826.29 827.18 800.19 797.61 567.88 3,819.15 68.88 51.09 69.08 49.28 66.82 45.96 63.10 42.13 139.42 54.72 46.37 386.09 43.22 353.89 40.73 328.08 35.48 281.92 39.63 310.92 39.25 303.68 39.30 300.22 3,199.26 27,801.16 ------------ ------------ TASN02 (IOf9S1 PRIVATE BANK SYLVIA A CRIST PNCRANK GAINS AND LOSSES ON SALES AND OTHER DISPOSITIONS GAIN 4/07/94 10,000 PAR USA TREASURY BILLS DTD 04/08/1993 DUE 04/07/1994 PROCEEDS: ACQUISITION VALUE: 9,921.60 9,921.60 TOTAL GAINS AND LOSSES LESS LOSS NET GAIN - 18 - .00 .00 .00 .00 3107853 LOSS ---------- ---------- TRSN02110/8S) .00 SYLVIA A CRIST PRIVATE BANK DISBURSEMENTS OF INCOME PNC BANK NA PRINCIPAL COMPENSATION 7/16/01 8/14/01 9/17/01 TOTAL INCOME DISBURSEMENTS - 19 - 163.65- .165.90- 167.14- PNCEANK 3107853 496.69- 496.69- ---------- ---------- TRSN02 (10/95) PRIVATE BANK PNCJBANK SYLVIA A CRIST BALANCE OF INCOME ON HAND 3107853 ACQUISITION VALUE INVESTED CASH TOTAL INCOME 27,304.47 27,304.47 ------------ ------------ - 20 - TASN02110/9S) PRIVATE BANK PNCRANK SYLVIA A CRIST 1/06/94 INCOME INFORMATION SCHEDULES - INVESTMENTS MADE 10,000 PAR USA TREASURY BILLS DTD 04/08/1993 DUE 04/07/1994 3107853 9,921.60 - 21 - Exhibit A BLACKROCK FUNDS INSTITUTIONAL CLASS EXPENSE RATIOS \".\.\IE OF fl'\"D TOTAL E\PE\"SE RATIO TOTAL TO P\"C 8.-\\" I\: OR ITS AFFILIATES 1.2 l.arge Cap Value Equity Large Cap Gro"1h Equity \tid-Cap Value Equity "lid-Cap Gro"th Equity Small Cap Value Equity Sl11all Cap Growth Equity Micro-Cap Equity Inlernational Equily International Small Cap Equity Inlernalional Emerging Markets Select Equity Index Equity Balanced Lo" Durallon Bond) Intermediate Government Bond) Irllcnnediate Bond) Core Bond) G~MA) .\LlIlaged Income) International Bond IIlgh Yield Bond) 1;1\ Frcl" Incornt: I' ,\ la.\-Free Income \:J la.\-Free Income (JII Ta\-Frec Incomc DE Tax-Free Income "Y Tax-Free Income .\hlllC! .\laket US Treasury .\toney Market .\lunlclral .\loncy Markel \:J \ lunlclral .\toney Market :\C .\Iulllclral Money .\larket ()/ 1 .\ lunlclral Money Markel 1'.\ .\lunlclral.\lone! .\larket \'.\ .\ !tIlIlCI 31 Mone\" Market 0.77% 0.81% 1.12% 1.11% 0.86% 0.82% 1.45% 1.03% 1.33% 1.73% 0.80% 0.18% 085% 2.39% 0.81% 1.74% 0.93% 0.86% 1..15% 1.03% 1.03% 0.60% 0.60% 0.60% 0.60% 0.70% 0.70% o..n% 0.41% 0.42% 0.39% 0.30% 0.39% 0.42% 0.30% 0.75% 0.80% 1.07% 1.09% 0.83% 0.79% 1.35% 1.02% 1.24% 1.61% 0.78% 0.10% 0.84% 0..19%' 0.57% 0.56% 0.52% 0.51% 0.62% 0.94% 0.67% 0.56% 0.57% 0.57% 0.58% 0.67% 065% 0.40% 0..10% 039% 0.36% 0.29% 0.36% 0.40% 0.22% I) PNC Bank or its affiliates provide advisory, administrative, transfer agency, custody and other services to the BlackRock Funds and the Provident Institutional Funds (see reverse) and are compensated for these services. The expenses of each Fund are calculated daily and paid monthly and are stated as an annual percentage rate applied against the average daily net asset value of each Fund. A more detailed description of the services provided to the BlackRock Funds by PNC Bank and its affiliates and the compensation received for each service may be found in the prospectuses. You can obtain a prospectus for the BlackRock Funds by calling your account officer or 1-800-441-7450. PNC Bank may also receive an account level fee for services provided to your account. However, in light of the compensation for the services described above, for certain accounts, PNC Bank discounts the account level fee for the portion invested in portfolios of the BlackRock Funds (other than a money market fund). ~) Certain types of accounts may hold Service Class shares of the BlackRock Funds, which have a service fee of 0.30% in addition to the expenses listed. 3) The SEC recently began requiring all mutual funds to disclose any interest expense for a Fund in the prospectus operating expense table. Certain BlackRock Funds are required to include interest expense in their total expense ratios because from time to time they may use leverage. Consequently, you will see an increase in the expense ratios of these Funds. Please note that this does not represent a change in either the investment strategy for the Funds or in their actual operating expenses. Also, the SEC's disclosure change has no impact on the calculation of yield or total return of a Fund. Exhibit B PROVIDENT INSTITUTIONAL FUNDS EXPENSE RATIOS :\.-\:\IE OF Fl":\D TOTAL EXPE\'>SE RATIO TOTAL TO P\-C IU:\K OR ITS AFFILIATES 1 T,'mpFund TempCash FedFund T-Fund Treasury Trust Federal Trust MuniFund 1\luniCash California Money )\;ew York Money 0.18% 0.18% 0.20% 0.20% 0.20% 0.20% 0.20% 0.20% 0.20% 0.20% 0.17% 0.17% 0.19% 0.19% 0.19% 0.18% 0.185% 0.185% 0.19% 0.19% A more detailed description of the services provided to the Provident Institutional Funds by PNC Bank and its affiliates may be found in the prospectuses. You can obtain a prospectus by calling your account officer or 1-800-821-7432. A ffi I iates of PNC Bank are among the major providers of various services (including custody, administration and transfer agent) to the mutual fund industry in general. Your account may be invested in one or more of the following funds for which PNC Bank affiliates receive compensation typically not exceeding 0.05%: American Century Income & Growth, American Century International Growth, Columbia Real Estate Equity Fund, Invesco Strategic Portfolios Health, Invesco Worldwide Communications, Munder Net Net Fund, Class A, Pioneer Growth, Robertson Stephens Emerging Growth and Strong Growth. This list may change from time to time. Cl. 'It en ll> ...,< 0 'f' <" .?; ;>J r- m ;>J l;> .OJ '" iii CD ..... ll> Cl> ~ .. (1).9: '," b > .. Q Q. .. a. iii 0;- n ~ 3" !l .. c: '" () ~ :0 .. .. :0 ..... -. n Cl> .. ~ 3 n ~ ! " ,'< .... () a; () Cl> '" !"," r- :r Q. r- :r Cl> .. 0 ::T r- Cl> r- ~ ::'. .. ..... " to " -. " ex> ~ Cl> Cl> .. g. Cl> ~ :; ~ .. '" "'''' '" w .. '" '0 l<" to l<'" !~ Cl> '" 0 '" J! <g -T-~ '" o .'" CD o '" ..... w o A A ..... '" w '" A CD A '" CD o o o o o o '" '" 0 '0 .'" , , 'Ul ,Ul N '0, CD 0 0 CD 0 0 0 0 !=' 0 ,0 0 0 0 0 ~ "' ,"' I ~ , '<- -"-- .:::::- Z. ----2' -, "'" ~ ).j i --- _ ____ ___ n__._~________ I o o o o c o '" ...... w o A :". ..... o o o '" ..... w o A A -~~-. ---- .-~-- 5" < ~ 4' 3" 5' t'D Q. :0"0 (ii"~ o o o ~ () ~. ll> ii' '" OJ :r_ """ 0 ~ ~ 5' n ii' ~ 5" < OJ '" 5" 3" n OJ 0 :0 3 v; OJ 5" 0 0 3 OJ () OJ '" :r """ 0 ~ 5" 0 0 3 Cl> """ o e!: . . -#';6'-2-7- D2-7 - 3/ D13a--3 . . / f. -0-1'-'00.(- /3,078r-~ .~ Ocr 2 5 20r ~~ du/ f/q FUNDED REVOCABLE TRUSTAGREBMENT {3-nt day of THIS AGRBEMENT OF TRUST, executed in duplicate this FEt!3RvIh(Y I' e9, between sn..VIA A. CRIST of 1721 Warren Street, New o'lII'Iberlam, !'eJmsylvania 17070 (hereinafter called Settlor), and CCNB BANK, H.A., of New Cumberland, Cumberland County, Pennsylvania, (hereinafter called Trustee) , WITNESSBTH FIRST: Settlor grants, assigns and sets over to Trustee and its SUccessors, all the property described in Schedule "A", annexed hereto and said property, together with all other property, real or personal, that may be added to the Trust (such property and additions being hereinafter called prinCipal), shall be held by Trustee, IN TRUST, upon the fOlloWing terms. SECOND: Trustee shall manage all property compriSing the principal of this Trust and shall collect the income therefrom and accretions thereto and shall pay the net income and hold and distribute the principal of said Trust as follows: (A) Trustee shall pay the net income therefrom to Settlor for and during his or her lifetime, Subject to the provisions of Item FIFTH, in such periOdic installments as Trustee shall find convenient but at least as often as quarter- annually. , I ~ (B) Upon the death of Settlor, Trustee shall distribute the then remaining principal and any accumulated or undistributed income to Settlor's executor or administrator for distribution as a part of his or her estate. THIRD: The principal and income of this Trust shall be free from anticipation, assignment, pledge or obligation of Settlor and shall not be subject to any execution or attachment or to voluntary alienation. FOURTH: Trustee shall have the following powers in addition to those vested in it by law and by other provisions of this Trust, applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: (A) To retain any or all of the assets of this Trust, real or personal, including stock of Trustee, or of its parent holding company, without regard to any principal of diversification or risk. (B) To invest in all forms of property, including stock, common trust funds and mortgage investment funds whether operated by Trustee, or its parent holding company, without restriction to investments authorized for Pennsylvania 2 , \ a~ , I , . Fiduciaries, as it deems proper, without regard to any principal of diversification or risk. (C) To sell at public or private sale, to exchange or to lease for any periOd of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as it deems proper. (D) To allocate receipts and expenses to principal or income or partly to each as Trustee from time to time thinks proper in its sole discretion. (E) To hold property in the name of Settlor or in its name without designation of any fiduciary capacity, or in the name of a nominee or unregistered. FIFTH: Trustee may apply the net income of this Trust for the support of Settlor should he or she by reason of age, illness or any other cause, in the ~pinion of the Trustee, be incapable of disbursing it; and Trustee is further authorized to extend or apply from the prinCipal of this Trust such sums as it, in its sole discretion, may, from time to time think advisable for the support of Settlor to maintain him or her in the station of life to which he or she is accustomed at the creation of this Trust, or during illness or emergency. 3 I , ---' , . , I , . - SIXTH: Subject to the approval of Trustee, anyone may add property, real or personal, to the principal of this Trust by deed, will or otherwise. SEVENTH: Trustee shall receive compensation for the performance of its functions hereunder in accordance with its standard schedule of fees in effect from time to time during the period over which its services are performed. EIGHTH: Settlor reserves to himself or herself the right by an instrument in writing intended to take effect during Settlor's lifetime signed by Settlor and delivered to Trustee to revoke or amend this Agreement in whole or in part prOVided that the duties, powers and liabilities of Trustee shall not be substantially changed without its written consent. NINTH: The situs of this Trust for administration and accounting purposes shall be in the County of Cumberland and Commonwealth of PennSYlvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. . , , ( . f I I . IN WITNESS WHEREOF, Settler has hereunto set his hand in the day and year first above written and Trustee has executed this instrument and caused its corporate seal to be affixed hereto. -<i~iv:z.- R. {!~~t Sylvia 1{. Crist ATTEST: CCNB BANK, N.A. g~ ~(j ~ tant Vice t Officer BY (!f.l~JUA-O-o.-d Assistant Secretal:y (SEAL) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) )SS: ) On this the /3 f7-# day of rf!58t'1I1h& , /lfS9 , before me a Notary Public, the undersigned officer, personally appeared sn.VIA A. CRIST known to me (or satiSfactorily proven) to be the person whose name 1s subscribed to the within instrument, and acknowledged that s/he executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. d.tU/.~~l4dt No y Public NoIIIIII.... ....L...... *"'" NIIII ..... AIIIII 'nip. ~ ~ .:Il...d CO.., "~1If . . n-.&Ift\11,1_ ...... .....~da ........ of... 5 . . . ' I . - COMMONWEALTH OF PENNSYLVANIA } )SS: COUNTY OF CUMBERLAND } On this the 13nl day of r~(Jt'~'I' , 19 f/9 , before me a Notary Public, the undersigned officer, personally appeared J. A. sr.tIIm I who acknowledged himself to be the Assistant Vice Pr-in-.~ and Trua+- Off;~ , of CCNB BANK, N.A., a corporation, and that he as such Assistant: V:fr-~ President am ~ Officer , being authorized to do so, executed the foregoing instrument for the purpose therein contained by Signing the name of the corporation by himself as ~tvice P.tesident ani 'lblst Officer IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~;ut~ d,,-u4r. Nary Public Iiotr..ll t.I ..... J. 5Nnl!t, ",*,,,,* II.... AIIM lWp., CIIl~ CaltJ 1fy.......1den &pRe .11:." 14, 1212 _ ....~:..;. :"o:!r.~ "leOClI&IolIoI........ 6 . . . - . ' , .. Andrea L. Carlson, Trust Officer ofPNC Bank National Association, Trustee, under the Deed of Trust dated February 13, 1989, ofSy1via A. Crist, now Deceased, hereby declares under oath that said Trustee has fully and faithfully discharged the duties of its office; that the foregoing First Account is true and correct, and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Trust have been paid in full; that to her knowledge, there are no claims now outstanding against the Trust; and that all taxes presently due from the Trust have been paid. PNC Bank, National Association BY~/,,- / a-f % ~ and subscribed to by ,2002. . ;... fy:.~ I1h(6W~( this~d (Seal) Notallal Seal ElCIl. T1'lrower. Notary Public Pit\sbUlih. Allegheny County My CommIsSion Expires NOY. 12.2002 .......~ A,MadaIOftot....... r----u-----u. .-.-.----------- . o !.i'3- ~ . at , ... ..O{Yv ~ 00- """"--_ 0 s:: 0- -J .. III ;-;-< \ -:.) '" .. ("l ., \"j -)cr('l>~~ () C 0. "- I ::'..: o .c.. 0. :;) ~. -. :," ~ ;~ ~'~ - ~ 0 C .. ~- !.OO," --:;):if. ::r t. 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CRIST, Deceased LATE OF NEW CUMBERLAND BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA NO. 2001 - 00919 Date of Death: September 21, 2001 Date of Executor's Appointment: October 10, 2001 Date of Advertisement of the Grant of Letters: The Patriot News - October 30, November 6 and 13, 2001 Cumberland Law Journal - November 2, 9 and 16, 2001 Accounting for the Period: October 10, 2001 to March 31, 2003 Purpose of Account: William Fearen, Executor, offers this Account to acquaint interested parties with the transac- tions that have occurred during his administration. This Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or objections can be discussed with: Ann E. Rhoads, Esquire CLECKNER AND FEAREN 119 Locust Street P. O. Box 11847 Harrisburg, PA 17108-1847 717-238-1731 SUMMARY OF ACCOUNT Proposed Additional Distribution to Beneficiaries: Principal Receipts: Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions $ 606.98 127.00 2,411.12 85,252.94 54.533.00 Balance Before Distributions Distributions to Beneficiaries Principal Balance on Hand Adjustment to principal Balance Adjusted Principal Balance on Hand Income Receipts: Less Disbursements Income Balance on Hand Combined Balance on Hand: $ 15,593.77 0.00 1 . $325.016.04 $938,465.18 -142.931.04 $795,534.14 $795,534.14 -484.000.00 $311,534.14 2.111.87 $309,422.27 $ 15.593.77 $325,016.04 RECEIPTS OF PRINCIPAL Assets Listed in Inventory Valued as of Date of Death) Cash Allfirst Bank CjD #87008100663793 Allfirst Bank CjD #87008100819513 Allfirst Bank CjD #87009000020565 Prudential Financial Annuity #PIA000000222 Verizon Refund PNC Bank Checking Account #51-4001-3746 PNC Bank CjD #21001019599 PNC Bank CjD #0000 31400155874 PNC Bank CjD #0000 31600052120 Cash PNC Bank Trust Account #16-27-027-3107853 15,399.0600 sh. Blackrock Money Mkt. - Principal cash 23,090.8300 sh. Blackrock Money Mkt. - Income cash Federal Civil Service Lump Sum death benefit Federal Civil Service Life Insurance 2 Fiduciary Acquisition Value $ 6,871.35 6,859.25 14,327.31 236,487.19 5.23 185,576.44 20,553.29 28,059.33 79,882.15 530.00 15,399.06 23,090.83 1,523.17 3,772.50 Allianz Annuity Contract #00001267585 Comcast Cable Refund Prudential automobile insurance premium refund Reimbursement of property taxes Real Property Real Property at 1721 Warren Street and rear lot, New Cumberland, Cumberland County, Pennsylvania Stocks and Bonds PNC Bank Trust Account #16-27-027-3107853 17,395.53 shares Blackrock Funds, PA Taxfree Ins. 228 shares prudential Financial common stock Tangible Personal Property Household Goods 1996 Oldsmobile sedan automobile TOTAL 3 23,169.12 24.79 29.00 426.65 $86.000.00 $189,611.28 7.002.63 $ 1,000.00 7,500.00 $646,586.66 $ 86,000.00 $196,613.91 8.500.00 $937,700.57 Assets Not Listed in Inventory (Valued as of Date of Receipt) Cash PA Income Tax Refund Reimbursement from Lenkevichs Re: expenses of real estate PA Blue Shield PaYment TOTAL RECEIPTS OF PRINCIPAL Gains and Losses on Sales 10/24/01 - 1996 Oldsmobile Net Proceeds $7,500.00 Fiduciary Acquisition Value 7.500.00 1/24/02 - 228 Shares Prudential Financial Common Stock Net Proceeds $6,991.63 Fiduciary Acquisition Value 7.002.63 12/4/01 - Prudential Annuity #PIA000000222 Net Proceeds $230,790.93 Fiduciary Acquisition Value 236.487.19 NET GAIN OR LOSS Gain 4 o Acquisition Value 83.65 517.46 163.50 Loss o 11.00 5.696.26 764.61 $938,465.18 $ 5,707.26 Disbursement of Principal Debts of Decedent: PA American Water Company PP&L (electric) Verizon (telephone) Comcast (cable) UGI (gas) Borough of New Cumberland OSLDBA Inst. of PA Internists of PA West Shore Anesthesia Funeral Expenses 10/19/01 Parthemore Funeral Home Administration Expenses Register of Wills, Probate William Fearen, Wash Automobile PP&L PA American Water Met-Life - Homeowner's Ins. The Patriot News - legal advertising John Krieger - real estate appraisal PA American Water PP&L UGI Borough of New Cumberland PP&L PA American Water PP&L 5 30.82 22.89 18.65 29.77 75.65 103.47 295.62 21.14 8.97 127.00 269.50 5.00 15.91 12.94 319.00 118.53 125.00 9.96 15.57 53.29 57.43 24.93 9.75 13.90 $ 606.98 $ 127.00 PA American Water UGI Register of wills - filing and additional probate fees Register of wills - short certificates Cumberland Law Journal - legal advert. Ann E. Rhoads-travel/parking to probate Recorder of Deeds RESERVE: Register of Wills; Account Filing fee Federal and State Taxes PA Inheritance Tax U.S. Treasury (2001 federal income taxes) PA Dept. Revenue (2001 state income taxes) U.s. Treasury (2000 federal income taxes) PA Dept. Revenue (2000 state income taxes) RESERVE: Federal and State income taxes Fees and Commissions Alan Ceperich, CPA preparation income tax returns RESERVE: Alan Ceperich, CPA preparation income tax returns Cleckner and Fearen - partial legal fees Cleckner and Fearen - balance legal fees 6 1. 28 80.75 340.00 18.00 75.00 15.88 29.50 800.00 73,054.94 5,711.00 126.00 4,167.00 194.00 2.000.00 525.00 500.00 20,000.00 6,754.00 $ 2/411.12 $ 85,252.94 William Fearen - partial executor fee 20,000.00 William Fearen - balance executor fee 6.754.00 TOTAL DISBURSEMENTS OF PRINCIPAL Distributions of Principal to Beneficiaries TO: Steve T. and Doris M. Lenkevich in satisfaction of gift in ITEM II of Will and Paragraphs First and Second of Codicil dated 1/26/96 1/03/02 Real Property situate at 1721 Warren St., New Cumberland (including rear lot) $86,000.00 1/03/02 Tangible personal property located in real estate 1.000.00 TO: Sister patricia Maher, in partial satisfaction of gift in ITEM III of will 5/28/02 Cash $20.000.00 TO: First Church satisfaction of Will 5/07/02 $190.000.00 of God, in partial of gift in ITEM III Cash TO: Winebrenner Theological in partial satisfaction in ITEM III of Will 5/17/02 Cash $27.000.00 Seminary of gift 7 54.533.00 $142,931.04 $87,000.00 $20,000.00 $190,000.00 $ 27,000.00 TO: Jane E. Frank, in partial satisfaction of gift in ITEM III of will 5/17/02 Cash $20.000.00 $ 20,000.00 TO: Joyce A. Cramer, in partial satisfaction of gift ln ITEM III of will 5/18/02 Cash $60.000.00 $ 60,000.00 TO: Kate Showers, in partial satisfaction of gift in ITEM III of Will 5/17/02 Cash $20.000.00 $ 20,000.00 TO: Nancy Lee Smith, in partial satisfaction of gift in ITEM III of will 5/21/02 Cash $40.000.00 $ 40,000.00 TO: Gladys M. Keefauver,in partial satisfaction of gift in ITEM III of will 5/16/02 Cash $20.000.00 $ 20,000.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $484,000.00 PRINCIPAL BALANCE ON HAND Cash $303,811.11 Allianz Annuity Contract #00001267585 7.723.04 $311,534.15 2.111.88 $309,422.27 Adjustment Adjusted Principal Balance on Hand 8 RECEIPTS OF INCOME Interest PNC Checking Account #51-4001-3746 PNC Certificates of Deposit Nos. 21001019599, 0000-31400155874; and 0000-31600052120 PNC Estate Checking Account #50-0374-7778 PNC Estate Money Market Account #50-0375-0037 Allfirst Bank Certificates of Deposit Nos. 87008100663793, 87008100819513, 87009000020565 PNC Trust Account #16-27-027-3107853 Prudential Financial Annuity #PIA 000000222 TOTAL RECEIPTS OF INCOME Disbursement of Income None. INCOME BALANCE ON HAND ADJUSTED PRINCIPAL BALANCE ON HAND ADJUSTED COMBINED BALANCE ON HAND 9 94.09 849.35 92.83 6,821.97 555.90 5,546.57 1. 633 .06 $15,593.77 $ 15,593.77 309.422.27 $325,016.04 SCHEDULED OF PROPOSED DISTRIBUTIONS TO BENEFICIARIES Pursuant to Local Rule 6.9-1 of the Orphans' Court of the Ninth Judicial District, Cumberland County, Pennsylvania and the foregoing First and Final Account of William Fearen, Executor of the Estate of Sylva A. Crist, Deceased, said Executor proposes the following distribution of said estate: TO: Steve T. and Doris M. Lenkevich, in satisfaction of gifts in ITEM II of Will and Paragraphs First and Second of Codicil dated 1/26/96 1/3/02 - Real Property situate at 1721 Warren Street, New Cumberland (including rear lot) $86,000.00 1/3/02 - Tangible personal property located in real estate 1.000.00 $87,000.00 TO: Sister patricia Maher, in satisfaction of gift in ITEM III of Will (5.885% or residue) 5/28/02 - Cash PROPOSED - Cash PROPOSED - 5.885% Prudential Annuity $20,000.00 18,851.64 454.50 $39,306.14 TO: First Church of God, in satisfaction of gift in ITEM III of Will (41.165% of residue, not subject to inheritance tax) 5/7/02 - Cash PROPOSED - Cash PROPOSED - 41.165% Prudential Annuity $190,000.00 129,051.25 3.179.19 $322,230.44 10 TO: Winebrenner Theological Seminary, in satisfaction of gift in ITEM III of will (5.885% of residue, not subject to inheritance tax) 5/17/02 - Cash PROPOSED - Cash PROPOSED - 5.885% Prudential Annuity $ 27,000.00 18,611.97 454.50 $46,066.47 TO: Jane E. Frank, in satisfaction of gift in ITEM III of will (5.885% of residue) 5/17/02 - Cash $ 20,000.00 PROPOSED - Cash 18,851.64 PROPOSED - 5.885% Prudential Annuity 454.50 $39,306.14 TO: Kate Showers, in satisfaction of gift in ITEM III of will (5.885% of residue) 5/17/02 - Cash $ 20,000.00 PROPOSED - Cash 18,851.64 PROPOSED - 5.885% Prudential Annuity 454.50 $39,306.14 TO: Nancy Lee Smith, in satisfaction of gift in ITEM III of Will (11.77% of residue) 5/17/02 - Cash $ 40,000.00 PROPOSED - Cash 37,730.01 PROPOSED - 11.77% Prudential Annuity 909.00 $78,639.01 TO: Gladys M. Keefauver, in satisfaction of gift in ITEM III of will (5.885% of residue) 5/16/02 - Cash PROPOSED - Cash PROPOSED - 5.885% Prudential Annuity $ 20,000.00 18,851. 64 454.50 $39,306.14 11 TO: Joyce A. Cramer, in satisfaction of gift in ITEM III of Will (17.64% of residue) 5/18/02 - Cash PROPOSED - Cash PROPOSED - 17.64% Prudential Annuity TOTAL DISTRIBUTIONS $809,007.80 l2 WILLIAM FEAREN, Executor under the Last Will and Testament of SYLVA A. CRIST, deceased, being duly sworn according to law, hereby declares and says that the foregoing account is just and true and that the grant of letters and first complete advertisement hereof occurred more than four months prior to filing of the account. ~ ---......... before me this ,4/Jrt' / , Sworn and subscribed to 9 h, da y , 2003. of ~~ Ii ~ NO RY PUBLIC My Commission Expires: Notarial Seal J~~n~ ~. TobIas, Notary Public M C ms urg, Dauphin Count Y ommisslon Expires Feb.15,Y 2005 13 FIRST CODICIL TO LAST WILL AND TESTAMENT OF SYr~VA A. CRIST I, SYLVA A. CRIST, of New Cumberland, Cumberland County, Pennsylvania, being of sound mind, memory and unde~standing, do hereby make, publish and declare this to be my First Codicil to my Last Will and Testament dated October 17, 1994. FIRST: In addi t ion to the real es ta te devi sed to Steve T. Lenkevich and Doris M. Lenkevich in Item II of my Will, I also bequeath unto them the household furnishings and my personal clothing, jewelry and othe~ similar effect, it being my intention that they shall have all of the tangible personal property located in my home at 1721 Warren Street~ New Cumberland, Pennsylvania, and any of my jewelry or personal effects that may be located outside the home at the time of my death. SECOND: It is my intention that the devise of the real estate at 1721 Warren Street shall include the additional lot to the rear (east) of the lot on which the house is located. THIRD: In all other respects I hereby ra ti fy, con firm and republish my Last Will and Testament dated October 17, 1994. IN WITNESS WHEREOF, I have hereunto set my hand this First Codicil, this 2CD day of (1,""l"\...v\-(",.,,-..vv-- cr (j and seal to IPCfIo. , 199:). f1}:i'<Zi It ~,,-t SYL~ A. CRIST (SEAL) - .~. ~--~l_ . .-----..~"f__.:_---. . _. ..--.-------..- COMMONWEALTH OF PENNSYLVANIA COUNTY OF J)A ~ fh ( ;J SS: We, S Y L V ^ A . C R I S '1' , 'I' est u t r ix, ANN E. R.BDi'tbY , witnesses, respectively, whose names are Lu (1Ll ii-I?) F~ 4e.. (;J and signed to the attached oe foeegoing insteument, being fiest duly hee Las t <; ill and 1'es tamen t and tha t she had si gned will i ng 1 y, and Testatei. signed and e.ecuted the insteumant as the fiest codicil to swoen, do heeeby declaee to the uodeesigned authoeity that the that she e.ecuted it as hee feee and voluntaey act foe the pueposes theeein expeessed, and tha t each of the wi tnesses, in the peesence eigh teen (IS) yeaes of age oe oldee, of sound mind and undee no that to the best of theie knowledge, the Testatei. was at that time and headng of the 'I'estatd., signed the Codici 1 as witnesses and constraint or undue influence. ~:if;/;~-a.,' t-{ SYL Vlj A. crnST _ -L-J. .",['----7 - . --7..-V t" ~ ," '_____.... (' ~G:i--' 'l'estatrix \. Si~ ~~. SUbscribed, sWorn CRIST, the Testatrix, W d1 r\ fr'\ Fe A-R-e J . h' 1/t.:L Wltnesses, t lS LA~ _ ~~ '~Rz~_ to and acknowledged before me by SYLVA A. and subscribed and sWorn to before me by C. RHoAD~ day , :t'9'95 . Jqq~, ~f NOl,Will Seal I JC;Jn P ZOflilflCll. Notary Public Harri:-;burO. Dauphin County h~'!/_ r:ornmis~ion E ~pira" Sept. 14, 1998 f ~':i ..(" ::......:1. i\)~1r~ytvan;rt N0cxiariorl of Notanes B. Thi rty-f i ve percen t (35%) thereof to FIRST CHURCH OF GOD, Fourth and Strawberry Streets, Harrisburg, Pennsylvania, 17101. C. Five percent (5%) - thereof to WINEBRENNER THEOLOGICAL SEMINARY, 701 Melrose Avenue, P. O. Box 478, Findlay, Ohio, 45839. D. Fifteen percent ( 15% ) thereof to JOYCE A. CRAMER, 3620 Rutherford Street, Harrisburg, Pennsylvania, 17111, and if she does not surv i ve me, I give her share to her husband, LARRY CRAMER. If neither survives me, her share shall be ,,-j>'~~vl N~ ~-;-oo 4.CA/J added ratably to the other bequests under this Item III. K~-r~ 5f1~\Vc-~ E/C l~iVR~ (S} t7/,lt/ tpLV P1l/7~~t A~, 12 \f"hi,n ~Q..Qn. Jcol~) 804<B:-, and if she does not surv i ve me her share shall be added ra tabl y to the other bequests under this Item III. F. Five percent (5%) thereof to GLADYS KEEFAUVER, 316 Old Fort Road, Lemoyne, Pennsylvania, 17042, and if she does not survive me her share shall be added ratably to the other bequests under this Item III. G. Five percent ( 5% ) thereof to SISTER PATRICIA MAHER, Maryknoll S i s ters, Maryknoll, New York, 10545, and if she does not survive me her share shall be added ratably to the other bequests under this Item III. H. Ten percen t ( 10% ) thereof to NANCY LEE SMITH, 112 June Drive, Camp Hill, Pennsylvania, 17011, and if she does not - 2 - , 1_-....., . I sur:-v i ve me her:- sha r:-e shilll be added ra tabl y to the other . - ' 7 bequests under this Item III I /: c<,ap-.d. 1{?:i-lAvt.'-l."-<1-' . : - t'o . (' It/v _ ' "H,~__17,o'f,J 'rr;/l.y l-;:J.~~.: /;;t.~'~P'1~l}~>>~)~~;:;.. Five percent (5%) thereof to L,~ R-A-'l'-'I';-~04-=-NU8t,:1II1:l __ ,] 2'6~u"i:i-;- ~~6~.~, Maryl.iwd, ft~;r and if she does not ~. " i""~' - I ".,..-~ , (..., -,. - ~"'l.," surv i ve me her:- sha r:-e sha 11 be added ra tably to the other bequests under:- this Item III. ITEM IV: I her:-eby appoint WILLIAM FEAREN, 426 Deerfield Road, Camp Hill, Pennsylvania, as Executor:- of my estate, and if he is dead or unable to serve, then I appoint PNC BANK as my Executor. IN WITNESS WHEREOF, I, SYLVA A. CRIST, seal to this, my Last Will and (ju 10 h ~R 'l'es tamen t , this have set my hand and 'I 7 '..l _ day of , 1994. ,{;-~,.t~/ t1, sYf:fi;j; A. CR I ST , .,~ ()u(~ ' - (SEAL) * * * * * * Testatrix, as and for her Will, in the pr:-esence of us, who, at her Si gned, seal ed, publ i shed and declared by SYL VA A. CRIST, the hereunto subscribed our names as witnesses. believing her to be of sound mind, memory and understanding, have r:-equE'S t , in her pt'esence and 1 n the pr:-esence of each other, we .1LI"" < };;\ -?t, J" .<"-, I. ) OF / l<}:1 l{L iL~,- .. xii-.. \..,... 1/ ' ,/ U. L.,J Cl~--,.-,.c/~' /} (.C(; ~/~~ "-. ~\-{ ~ - 3 - 0-4'<?'1vvA1lY ~jJ tJ-d/ ifei.-/ J 70 I( OF Lj ?-b . . - ~- -......-........--.-...... ... CONMONWEAL'r11 OF PENNSYL V AN IA COUNTY OF [)-A;lj.pH~N ('{[/7J;?c/\J[A/t//): ss: We, SYLVA A. CRIST, Testatrix, nC)(<JS 1v1 LCNKGV JC band /:::e d CU:_ j, witnesses, respect i ve 1 y, whose names are 'v-/; / / / G IY) signed to the attached or foregoing instrument, being fir-st duly sworn, do her-eby declar-e to the under-signed author-i ty that the Testatr-ix signed and executed the instr-ument as her Last Will and Testament and that she had signed willingly, and that she executed it as her- fr-ee and voluntar-y act for- the pur-poses ther-ein expr-essed, and that each of the wi tnesses, in the pr-esence and hear-ing of the Testatrix, signed the Will as witnesses and that to the best of their- knowledge, the Testatr-ix was at that time eighteen (18) year-s of age or- older, of sound mind and under no constraint or- undue influence. .. . (< /.- I? rt /::J c// /:. --ct/ ((. C~ J ~. SYLVo/ A. CRIST - Testatrix I , l. I) ! r.j,<. '-' 7J/. ~: -;7)- C ~ (_ /? t .AJ..-'-<' v /--)---7-q~~ r --- Subscribed, sworn to and acknowledged before me by SYLVA A. CIUST, the DOrl.) In witnesses, 'l'estatrix, (C-/7 ):('1// (~ t his / 7 -I~ and subscribed and sworn to before and _Lt/' / /Ui- ,TI ;:eC(/~-cn day of r\....IC.0('",.- , 1994. me by \.i rJ'__l/ C/ 7:Jtl-( d-d NOTARY /UBL IC Notarial Seal J Jenn~ A Too~s. No:'1 P:.ti/C Hanisbu~. DJ!.:p~;n v.J~:1iy ~.~Comml~:;'on E::pi'~s r.-:'i ~:5. 1P37 , e!Il:.1r;t, PDflr~')'N~ll~ t'.c:~0Ci~iJ,:"'. uTF;c:...::.c~ THE PATRIOT" NEWS THE SUNDAY PATRIOT NEWS Proof of Publication Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Frank J. Epler being duly sworn according to law, deposes and says: That he is the Controller of The Patriot News Co.; a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and....Ihe. Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 30th day(s) of October and the 6th and 13th day(s) of November 2001. That neither he nor said Company is interested In the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said CO~Phin in Miscellaneous Book "M", Volume 14. Page 317. /~ . ~ PUBLICATION >.//-~~.~~........~................... . /' COpy .(! ~... worn to and su scribed before e i 19th day f Nove b Notarial Seal Terry L. Russell, Notary Public Harrisburg, Dauphin County My Commission Expires June 6, 2002 Member, Pennsylvania Association 01 Notaries ~ ESTATE NOTICE '; NOTice IS HEREBY GIVEN ,that Lat- tWiof TettamentarY In the Estate of Sylva A. Crllt, late of N_ Cumberland IlorOUGh. Cum- berland County, Pennsylvania, deceaMCI (died SePtember 21, 2001) have been .ranted 'tothe underIIlMCL and all penanslndebted to said EltoN are reaulred to make Immediate PClYrnentandn-havIAlclalrnawlllpr...nt . them tor settlement to: . WllllamF-.executar' " .' 15 e..tgate Drive Cam~ HilI, PA 17.11 rNNe;'RHOADS, eSQUIRe ", CIecIlMr and Fearen '< llf I.lICVIt street P. O. Box 11047 . Han1l1lufI, PA lnao.,047 tn71231-1731 AttomIYI My commission expires June 6, 2002 CLECKNER & FEAR EN ATTORNEYS-AT-LAW P.O. BOX 11847 HARRISBURG, PA. 17108 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates $ Probating same Notary Fee(s) $ Total $ 117.03 1.50 118.53 Publisher's Receipt for Advertising C6st The Patriot News Co., publisher of The Patriot-News and The Sundav Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By................................................................... . . PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: NOVEMBER 2,9,16,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. RO:~ Crist, Sylva A., dec'd. Late of New Cumberland Bor- ough. Executor: WilIk'1m Fearen. 15 East- gate Drive. Camp HlII. PA 17011. Attorneys: Ann E. Rhoads. Es- quire. Cleckner and Fearen. Ilg Locust Street. P.O. Box 11817 Harrisburg. PA 17I 08- 1817' (717) 238- 1731. . SWORN TO AND SUBSCRIBED before me this 1 () day of NOVEMBER, 2001 NOTARIAL EAL LOIS E. SNYDER, Notary Public Carlisle Born, Cumbertand County My Commission Expires March 5, 2005 f"Y\l':'I'f~;ti.l!""--..:r.-~_~ BUREAU OF INDIVIDUAL TAXES IN~RITANCE ~AX DIVISION DEPT. 2110601 HARRISBURG, PA 171211-0601 COMMONWEALTH OF PENNSYLVANIP DEPARTMENT OF REVENUE , . INHERITANCE TAX STATEMENT OF ACCOUNT * IEY-ln1 EX If' 111-011 ANN E RHOADS ESQ CLECKNER & FEAREN PO BOX 11847 HBG PA 17108 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-01-2002 CRIST 09-21-2001 21 01-0919 CUMBERLAND 101 SYLVA A Anount Renitted 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, subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE __ RETAIN-LOWER PORTION FOR YOUR RECORDS -- REV: i 6"ifj-EY-AFP--foY:02y------if..--iNHERiYANcE--TAY-sTAYEH.ftiT-'(fF-Acco[iNf--..if--------------------- ESTATE OF CRIST SYLVA A FILE NO. 21 01-0919 ACN 101 DATE 07-01-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE MAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE. AND. IF APPLICABLE. A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-17-2002 PRINCIPAL TAX DUE: ._................... 80,949.41 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-06-2001 CDOO0617 4,047.47 77.700.00 12-10-2001 CDOO0627 .00 3.847.00 06-12-2002 REFUND .00 4,645.06- TOTAL TAX CREDIT 80.949.41 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, vnll H^V nJ:' nnJ: ^ r1t='F''''''" <:.r.~ Pr:"I='P~t=' <<'Tnr- nr. TifT.... r."rn rnn TUrTO",..TT''I\I.... . $;& fnternal Revenue Service WI1 Cincinnati, OH 45999 Contact Person: Brian Kaufmann Badge Number: 17-14026 Telephone: 1-866-699-4083 (Toll Free Number) November 27.2002 Estate Tax Closing Document (Not a bill for tax due) WILLIAM FEAREN % ANN E RHOADS 119 LOCUST ST HARRISBURG PA 17101 Estate Name: SYLVA A CRIST Social Security Number: 087-03-9903V Date of Death: 9/21/2001 We have determined the following: NET ESTATE TAX: $ 0.00 STATE DEATH TAX CREDIT: $ 12,395.00 GENERATION-SKIPPING TAX: $ 0.00 These figures do not include any interest and penalties that may be charged. Please keep this document in your permanent records. You may need it to complete administration of the estate, such as: close probate proceedings, transfer title to property, and settle state taxes. Keep it with your cancelled check(s) to show that you have met the estate tax obligation. Proof of payment in the amount shown above releases you of personal liability (IRC 2204). If the time for payment in the amount shown above is extended under section 6161, 6163, or 6166, personal liability is not released until full payment has been received. We will not reopen this return unless you notify us of changes to the return, or there is evidence of misrepresentation of a material fact, a clearly defined substantial error based upon an established Service position or a serious administrative omission. (See IRC 7121). 'I(~~ :) Field Director, Cincinnati Compliance Service Center ~------- -- jJ, ~ ~ :;:. tr.I i ....>~ ~~to~~ ~ .... 0 ~ 01 0 t'" 11 l:: [, g i6 ~ ~ Q..() ~~~:~ ~~ ~~[J) rt > .... rt tzj ~11 t'"~ H !::; -..J m ~ fQ ~ .... rt ~ g ~ I ~ ~ -..J -.... - !llllili,I Hils,ill JI\llll.ii I IIQ.it~ Itf!lrli~ n~il t~ i~ ~ ( 68' ! 9- .ltl'~i;~ . !i 5~~~<<J ~ ~ ~ ()r-' g ~ lJ-Q ro l"'\ 0 I-'t-t) P' ;:J Z o..ro ~ () o () g ~ rt5- "< ro , l"'\ I-' 'UP' ro ;:J ;:J 0.. ;:J ~~ I-'l"'\ <: 0 OJ C ;:JI.O fo" ::r Oi " t5 N o C' I-' I o C l.O I-' l.O --. .p- p' - =- '" c;-. ~, _:3 t3' r- ~ . CIt '::I ~ .. 0 . \ C?,gc-::: - 0 - ) L/' o....!. --I: - _0.0< . ~.". (II r- c-::> ~~~ 0~ ~ ~ 0- C ::It c::'.' 0 - 0- <::::>:l:;'. ~ .- -:::r ... ~~ 0: ,,--<l)OC ::t ~ -0 .- T- _.0 0- ~iJQ OI..~~ --.-- >- '< " (') ~ ,\.. -:::r'" ... /'." .,.-.- l\1l ell ! '--'+-" ::; ,'j, (1) ."" ill ", 0. trJ (JJ 1-) ~ l:t} o I":tJ (JJ K r-' < >- c>- roo o (I) () PI ::0 m H (\) (JJ 0.. 1-3 ~,,,,.I'l:j H "'" "'" t;lH:;G r-' (fj (fJ r-' 1-3 ()H ~~~ 00 0 H c::: h:J (j)r-'tIJl":tJ t-3171:J::'H :;>:J :;OZ HOr::lZ^ :::- tPh:J r-' ::ii '1:;' ~ H~1t:'1() 00><8 Z'Ytt:! O()C ~~~ :;00 n:l >lltll~ll- l liS h I hi! .1'Ia} I,itslll t i 1-) I' 9- 1 .rfl'12 f il1ldH i . e '~JJ " /// .. /)' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 .< . , 11. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER -iUN 30 J~ 7 ::.9COUNTY ACN '* REY-73' EX AFP [01-02) '03 06-30-2003 CRIST 09-21-2001 21 01-0919 CUMBERLAND 202 SYLVA A ANN E RHOADS ESQ CLECKNER & FEAREN PO BOX 11847 HBG Allount Renitted l.:,';;.l PA 171U4:mL, I 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. subnit the upper portion of this forn with your tax paynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .... REV=736--E;(-AFP--COr--02j-----..-NOficE-OF--OETERHiNATiifti-ANO-ASSESSHENY----------------------- .---- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF CRIST SYLVA A FILE NO.21 01-0919 ACN 202 DATE 06-30-2003 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 12.395.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 76.901.94 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 76,901.94 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion reverse side. -- Make check or money of this Notice and submit with your payment to the Register of Wills printed on the order payable to: REGISTER OF KILLS, AGENT. REFUND (CR): A refund of a tax credit may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the assessment of tax as shown on this notice may object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at audit of the personal representative, OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Additional PennsYlvania Estate Tax assessed as a result of a change on the Federal Estate Tax closing letter becomes delinquent at the expiration of one (1) month from the date the final notice of the increase in Federal Estate Tax is received. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORTUNI2ERRULE 6.12 (); 01/- Name of Decedent: SYLVA A. CRIST Date of Death: 09-21-01 Will No.: Admin. No.: 2001-00919 pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration ofthe above-captioned estate: 1. State whether administration of the estate is complete: Yes lil 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 A No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 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 ~r~p~rt. Date: 09/02/03 ~ ~ .~~ Signature Ann E. Rhoads. Esquirp- Name Cleckner and Fearen P. O. Box 11847 Harrisburg, PA 17108-1847 Address 717-238-1731 Telephone No. Capacity: 0 Personal Representative rKl Counsel for personal representative