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HomeMy WebLinkAbout01-0953 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS ~J-o/-q5a No. Es1a1e of Charles R. Reininger also known u J D lilC8 as ed Social Security No. 195 - 07 -13 6 4 Michael G. Va'dic, Jr. ~ooner(II....no iaJ.... III yurt of ~ C>r olOer, awlrr-) br: (COMPlETE 'A' OR '"C' BELOW:) l!l A. Probate and Grant of Letters Testamentary and ....r hI P8titione~t4 ~ the ex~ ..o.I:..-named n the last Wil of t'le Decedent, dated. September 5, 2001 and c:ocficil( a) dIl~ N / A StJIl.e rMvanI dro..orr&\anl:IoIl..~~' cS.d\ d .....-.lIC. E.toepl as fonawa, Decedenl lid not marry, wu not divorced, .nd lid not ha... a child born or adopled attar eXea.Jtion 01 the c:tx:umentl oH8f'8d for probate; was nolthe victim of . kllling at\d wu never adjudcated incompewnt: o B. Grant of Letters of Administration (<l..b..1\Ll..L; ~ h.; Curat1\e -...la; d_ ~ Petitione~s) .fter . proper ...arch has.Jh.... .lCertained that Decedent left no Will and was slX\lived by !he following apouse (If any) ~ heirs: . r Name Relationdlip Residence I (COMPLETE IN All CASES:) Al1adl aocha'l&l ar-a d~. Decedenl was domiciled at de.th in Cumberland County, Pennsylvania. with hishler wI family Decedent. then 79 1106 Laurel Avenue, Camp Hill, PA 17011 (Lower Allen TWP.) (lisl nH<. numb<< and rnu'\iopaJi1y) yearsol.ge,ded September 2'1 .1X2..D..Dlat his residence ( L.ocation) Of principal re s idenoe .t Decedenl al death owned property withestimaled valvea as Iollowl: (If domio1ed n P A) An perwnal property (II nol domio1ed n PAl Personal property in Pennlylvwlla (If nol domiciled In PAl Personal property In County Value 01 real .slala n Pennsytvanl. 220,000.00 S $ $ $ 90,000.00 situa led as Ionawa: 1106 Laurel Avenue, Camp Hill. PA 17011 (Lower Allen TWp.) Wherefore, Petitione~s) respectfuny requesl{s) the probate 01 the lasl Will at\d CodiCll(s) presented with this Petition and the grant of Jette rs in t'le appro prill 18 fo nn to t'le undersigned: . nled name and residenoe Michael G. Vajdic, Jr. 419 Lisburn Heights Road Lewisberr , PA 17339 FO<TIl IRW-, Paoe 1 04 2 P,epat~ by 1M PeMIYlYaMI Bat Allocialion ,G91 /7-/L/ -9 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named sVvear(s) or affirm(s) that the statements In the foregoing Petition are true and correct to the best of the knowledge and befief of Petitioner(s) and that. as personal representative(s) of the Decedent, Petitioner(s) will well and truly admnis1er the es1ate rding law. Sworn to or affirmed and subscribed before me this 12th () ISler- 7~ No. 21-2001-0953 Estate of Charles R. Reininger Deceased Social Security No: 195- 0 7-13 64 Date of Death: September 25, 2001 AND NOW, October 15th ,15 2001 , In consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters IX) Testamentary 0 Of Administration c1ll..n.L1.a.; ~ he; durame ~ dl.lanle ~ are hereby granted to Michael G. Vajdic, Jr. in the above es1ate and that the Instrument(s) dated September 5. 2001 described in the Petition be admitted to probate and filed of record as the last Will of Decedent '<A/J<J/. ~u ~k.9~ . ~i'l8f Wllls Mary C. Lewis .' FEES Short Certificate(s) 1.0 $ 30.00 Letters ..................... $ 305.00 Linda A. Clotfelter, Esquire 72963 3464 Trindle Road Camp Hill, PA 17011 Tglephone: (717) 763-7613 LD.No: Renunciation ............... $ Affidavits ( ) ............. S Extra Pages <1d ......... $ 30.00 Codicll ........................... $ JCP Fee ............................ $. 5.00 Inventory ....................... $ Other ............................... $ TOTAL ............. S 370.00 A"orney: Addr...: Fonn .RW., Paoe 2 of 2 Pr~~ by !hot Pernsylvani& 8.v f,.$.odo.llon '001 MAILED LE'ITERS 'IO ATTORNEY COLTFEL'IER ')J.' (j/.:;: # -U'- IIJ..:.; 1!lcrs-t .ill etnb Qles-htlUent OF CHARLES R. REININGER I, CHARLES R. REININGER, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testalnent, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his or her opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I hereby direct my personal representative, in his or her sole discretion, to take the steps necessary to purchase a burial plot such that my remains are interred at the Fort Indiantown Gap Cemetery, purchase a suitable grave marker at my grave if necessary, and to expend sums from my estate for this purpose. PAGE 1 OF 9 LM LAST WILL AND TESTAMENT OF CHARLES R. REININGER SECOND I hereby direct that my automobile and residence shall be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my estate to be distributed as designated in this Last Will and Testament among my surviving heirs after payment of my estate debts. THIRD I give, devise and bequeath the following property to the named beneficiary as follows, per stirpes: (a) The sum of Twenty Thousand and 00/100 ($20,000.00) Dollars to my daughter, DONNA J. SANTANGELO; (b) The sum of Twenty-Five Thousand and 00/100 ($25,000.00) Dollars to my sister, ELLAMAE VAJDIC; (c) The sum of Fifty Thousand and 00/100 ($50,000.00) Dollars to my beloved, CLAIRE G. HOFFMAN; (d) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, MICHAEL G. VAJDIC; (e) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, THOMAS E. VAJDIC; PAGE 2 OF 9 ~t2# LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, ANTHONY J. VAJDIC; (g) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, CHRISTINE M. JOHNSON; (h) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, JOANNE M. VAJDIC; (i) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, GREGORY A. VAJDIC; (j) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, DIANE E. VAJDIC; (k) The sum of Seven Thousand One Hundred Four and 00/100 ($7,104.00) Dollars to my nephew, MARK W. VAJDIC; (1 ) The sum of Eight Thousand Five Hundred Fifty and 00/100 ~'- ($8,550.00) Dollars to my nephew, ROBERTtf VAJDIC; and (m) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to HOSPICE PREFERRED CHOICE OF HARRISBURG. (n) In the event I do not possess sufficient assets to fund the above-referenced distributions at the time of my death, I direct that the funds available shall be distributed to the beneficiaries named in this paragraph on a pro-rated basis according to the distribution sums named therein. ~ PAGE 3 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FOURTH I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my beloved, CLAIRE G. HOFFMAN and my sister, ELLAMAE VAJDIC, providing tha t they survive me further my desire by thirty that my (30) days, per stirpes. personal representative, It is after consultation with any heir or heirs of mine who survive me, and in his or her own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he or she believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his or her discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. ~~ PAGE 4 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FIFTH Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under Twenty-Five (25) years of age, or, in the judgment of the Trustee, mentally disabled, shall be held in a separate trust by my personal representative as Trustee until such beneficiary reaches Twenty- Five (25) years of age or during such period of disability. In the case of a beneficiary under Twenty- Fi ve (25) years of age, the Trustee may distribute the entire balance of principal and accumulatE~d interest at or after attaining Twenty-Five (25) years of age. During the term of any trust created pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains Twenty-Five (25) years of age, or until all such amounts are paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. #07 PAGE 5 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER SIXTH I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitaliza- tion, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, lmprove, mortgage or lease on any terms of any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his or her absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. ~ PAGE 6 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my esta te in any manner and on such terms and conditions as my personal representative shall see fit ln his or her absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute ln cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him or her may seem best and to execute and 42tJ PAGE 7 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER deliver all instruments and to do all acts which he or she deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his or her interest either in income or principal, nor shall the interest of any beneficiary be liable or subject In any manner while In the possession of my personal representative for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint my nephew, MICHAEL G. VAJDIC, JR., as personal representative of this my Last Will and Testament. In the event my newphew, MICHAEL G. VAJDIC, JR. is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my niece, CHRISTINE M. JOHNSON as personal representative of this my Last Will and Testament. I direct that my personal representative 1M PAGE 8 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER shall not be required to give or post bond for the faithful performance of his or her duties in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand to this my Last Will and Testament this 5th day of September, 2001. WITNESS: ----- ~~,~.~ CHARLES R. REININGER PAGE 9 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND I, CHARLES R. REININGER, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. f~;!X~~ CHARLES R. REININGER Sworn or affirmed and acknowledged before me by CHARLES R. --4"'1 ~ day of September, 2001. REININGER the testator this I c AI?l~-- NOTARY PUBLIC NOTARIAL SEAL HELEN E. RASMUSSEN. Notary Public Camp Hill Borough, Cumberland County My Commlssilm Expires Aug. ?!.2003 LAST WILL AND TESTAMENT OF CHARLES R. REININGER AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND WE, 1-1 ;'d~ A. (!J ~f< I t~ and ;f::lg ~ ,C)', Jf/t2L1J,t; /? P ,p;', , the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw CHARLES R. REININGER sign and execute the instrument as his Last Will and Testament; that CHARLES R. REININGER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnessed and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound nlind and under no constraint or undue influence. cf!~' C1r ;(2t~&J{lJueCl~ ) Sworn or affirmed and subscribed before me by L,'f'Lj tL CLol:!-fL(j-~( and KrdlClrrA... ':S_ A-10WfL(j]I this Sn-. /l- . day of September, 2001. NOTARIAL SEAL HELEN E. RASMUSSEN. Notary Public Camp Hill Borough, Cumberland Coun My Commission Expires Aug. 2, 2003 ~.--'_._., E CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Charles R. Reininger Date of Death:. September 25, 200 I Will No. 2001-00953 Admin. No. To the Register: 1 certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served Name on or mailed to the following beneficiaries of the above-captioned estate on December 6, 200 I Address 50 I 7 A Defford Place, EaglesvilIe, PAl 9403 419 Lisbum Hei hts Road Lewisbe PA 17339 128 North 15th Street, Camp Hill, PA 17011 419 Lisbum Hei hts Road Lewisbe PA 17339 171 E Emaus Street Middletown P A 17057 4219 York Street A t. #3 Harrisbur P A 17111 749 Monroe Street, Bressler, Steelton, PA 17113 747 Monroe Street Bressler Steelton PAl 71 13 419 Lisbum Hei hts Road Lewisbe PA 17339 1504 Green Street, 1st Floor, Harrisburg, PA 17102 139 S rin brook Drive Palm ra PA 17078 705 Wvndamere Road, Lewisberrv, PA 17339-9500 4813 Jonestown Road Suite 211 Harrisbur PA 17109 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A Date: December 6, 2001 I'Y) P i\J 0._ /'0.. - ,..., " >.::' ",,-~J'i ifj7, (l) CJ;::O::: !:...) C::J "J ~... ~~7' -.:::t;! Q)~ 0c3 f3 (f~-< a ()~ i ature {) me Linda A. Clntfelt." E'gn;... Address 3464 Trindle Road Camp HilI, PA 17011-4436 Telephone (717) 763-7613 Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CLOTFELTER LINDA A ESQ 3464 TRINDLE RD CAMP HILL, PA 17011 U_h_n fold ESTATE INFORMATION: SSN: 195-07-1364 FILE NUMBER: 21-2001- 0953 DECEDENT NAME: REININGER CHARLES R DA TE OF PAYMENT: 12/21/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/25/2001 NO. CD 000675 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $34,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: LINDA A CLOTFElTER ESQ CHECK# 1012 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $34,000.00 MARY C. LEWIS REGISTER OF WILLS ... , RE'I.'SOO EX (6-001 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 }7- /1./# Cj FILE NUMBER 21 01 INHERITANCE TAX RETURN RESIDENT DECEDENT 0953 YEAR NUMBER COUNTY CODE DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) REININGER, CHARLES R. SOCIAL SECURITY NUMBER 195-07-1364 I- Z W C W (,) W Q DATE OF BIRTH (MM-DD-YEAR) 01/04/22 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER DATE OF DEATH (MM-DD-YEAR) 09/25/01 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) NONE w .... :.:::!;(/) ull::':: wlLU :rOO ulI:..J 1La! IL c( [!] 1. Original Return o 4. Limited Estate o 6. Decedent Died Testate (Attadl copy of Will o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date ofdeeth aft..-12.12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date ofdeathbelwe"" 12-31-91 on:! 1.1.95) o 3. Remainder Return (date 01 death prior to 12-13-82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) IAttadlSch0) .... Z W C Z o IL (/) W II: II: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS LINDA A. CLOTFELTER, ESQUIRE 3464 TRINDlE ROAD FIRM NAME (lfAp~icable) CAMP Hill, PA 17011 LAW OFFICES OF CRAIG A. DIEHL TELEPHONE NUMBER (717) 763-7613 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 82,000.0(1' 9,689.81 0.00 0.00 215,390.29 3. Closely Held Corporation, Partnership or Sole-Proprietorship z o ~ ::J t: D.. <( (,) W a::: 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Properly (Schedule F) o Sepalate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 0.00 (6) 0.00 (7) 307,080.10 (9) (10) (8) 21,021.15 1,079.25 (11) (12) (13) 22,100.40 284,979.70 10,000.00 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) (14) 274,979.70 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::J D.. :::E o (,) ~ 15. Amount of Line 14 taxable at the spousal tax 0 rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) 16. Amount of Line 14 taxable at lineal rate 20,000.00 x .0 45 (16) 17. Amount of Line 14 taxable at sibling rate 71,437.85 x .12 (17) 18. Amount of Line 14 taxable at collateral rate 183,541.85 x .15 (18) 19. Tax Due (19) 0.00 900.00 8,572.54 27,531.28 37,003.82 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < REV-1502 EX+ (6-9* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF CHARLES R. REININGER FILE NUMBER 21-01-0953 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 ~lling 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 survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH $82,000.00 PRIMARY RESIDENCE 1106 LAUREL AVENUE CAMP HILL, PA 17011 CUMBERLAND COUNTY, PENNSYLVANIA (SEE HUD-1 ATTACHED) TOTAL (Also enter on line 1, Recapitulation) $ 82,000.00 (If more space is needed, insert additional sheets of the same size) A. SETTLEMENT STATEMENT U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OMB NO. 25D2-0265 ~ 1r B. TYPE OF LOAN 1. [ ] FHA 2. [ ] FmHA 3. [ ] Cony. unis'16. FILE NUMBER 17. LOAN NUMBER 18. MORTGAGE INS CASE NUMBER 4. [ ] VA 5. [X] Cash Sale CAD02182 C. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 5.1 06-99 (6/CAD02182.HUD/CAD02182) D. NAME AND ADDRESS OF BORROWER E. NAME AND ADDRESS OF SELLER F. NAME AND ADDRESS OF LENDER i I GRACE STONER ESTATE OF CHARLES R. REININGER I I Ii I IIG. PROPERTY LOCATION H. SETTLEMENT AGENT 25-1638737 l. SETTLEMENT DATE II 1106 LAUREL AVENUE CRAIG A. DIEHL I CAMP HILL, PA 17011 Apri l 16, 2002 CUMBERLAND County, PA PLACE OF SETTLEMENT 3464 TRINDLE RD I: CAMP HILL, PA 17011 J. SUMMARY OF BORROWER'S TRANSACT ION K. SUMMARY OF SELLER'S TRANSACTION 1100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER 101. Contract Sales Price 82 000.00 401. Contract Sales Price 82 000.00 102. Personal Prooertv 402. Personal Prooertv 103. Settlement Charces to Borrower l i ne1400 1 732.38 403. 104. 404. 105. 405. Adiustments for items oaid bv Seller in advance Adjustments for items oaid bv Seller in advance 106. Borouch Taxes to 406. Borouch Taxes to 107. CountvlTwo Taxes to 407. CountvlTwo Taxes to 108. school Taxes 04-16-02 to 07-01-02 183.73 408. School Taxes 04-16-02 to 07-01-02 183.73 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 83,916.11 420. GROSS AMOUNT DUE TO SELLER 82, 183 . 73 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. DeDosit or earnest money 2 000.00 501. Excess Deoosit (see instructionsl 202. PrinciDal Amount of New Loan(sl 502. Settlement Charces to Seller l i ne1400 828.00 203. Existinc Loan(s) Taken Subiect to 503. Existinc Loans Taken Subiect to 204. 504. Payoff of first mortcace loan 205. 505. Payoff of second mortcace loan '206. 506. 207. 507. CDenosit disbursed as oroceedsl 208. 508. 209. 509. Adiustments for items unnaid bv Seller I Adiustments for items unoaid bv Seller 210. Borouch Taxes to 510. Borouch Taxes to I 211. County/Two Taxes 01-01-02 to 04-16-02 100.13 511. Countv/Two Taxes 01-01-02 to 04-16-02 I 100.13 212. School Taxes to 512. School Taxes to , 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 2,100.13 520. TOTAL REDUCTION AMOUNT DUE SELLER 928.13 300. CASH AT SETTLEMENT FROM/TO BORROWER 600. CASH AT SETTLEMENT TO/FROM SELLER 301. Gross Amt Due from Borrower (l i ne 120) 83,916.11 601. Gross Amount Due to Seller ( l ; ne 420) 82,183.73 302. Less Amt Paid by/for Borrower (l ine 220) ( 2, 100. 13) 602. Less Reductions Due Seller (l ine 520) ( 928.13) 303. CASH [X] FROM [ ] TO BORROWER 81,815.98 603. CASH [X] TO [ ] FROM SELLER 81,255.60 The undersigned hereby acknowledge receipt of a completed copy of pages / I /' BORROWER _ /""'--::/ ,l /, j~ '- i./ ~~:/.Z'l!..L'L GRACE STONER 1&2 of this statement & any a~chmen~s referred to herein_ __-' ' ,'. / J!i/:;/' i) '",___. SELLE~: --/::'uj ~ ) " ~//~L~. - /,;(-<:' t:~..l, .~- E'ST ATE OF CHARLES RE IjJ}t-JGER 0/ BORROWER SELLER HUD-1 (3-86) RESPA, HB 4305.2 SETTLEMENT STATEMENT PAGE 2 L. ~ETTLEMrNT CHARGES 700. Total Sales/Brokers Commissions Based on Price $ PAID FROM PAID FROM Division of Commission (line 700\ as follows: BORROWER'S SELLER'S 701. $ to FUNDS AT FUNDS AT 702. $ to SETTLEMENT SETTLEMENT 703. Commission Paid at Settlement 704. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Oriaination Fee % to 802. Loan Discount % to 803. Aooraisal Fee to 804. Credit Reoort to 805. Lender's Insoection Fee to 806. Mortaaae Ins. Ann. Fee to 807. Assumotion Fee to 808. 809. 810. 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest from to @$ /dav( days %) 902. Mortaaae Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 years to 904. to 905. 1000. RESERVES DEPOSITED WITH LENDER 1001. Hazard Insurance months @ $ oer month 1002. Mortaaae Insurance months @ $ oer month 1003. Borouah Taxes months @ $ ner month 1004. County/Two Taxes months @ $ oer month 1005. School Taxes months @ $ oer month 1006. months @ $ oer month 1007. months @ $ oer month 1008. AGGREGATE ADJUSTMENT 1100. TITLE CHARGES 1101. Transaction Manaaement Fee to 1102. Title Search to TRI COUNTY ABSTRACT 160.00 1103. Courier Fee to 1104. Wire Transfer Fee to 1105. Document Preoaration to 1106. Notarv Fees to CASH 4.00 1107. Attornev's Fees to CRAIG A. DIEHL Attv Cert 375.38 (includes above item numbers: ) 1108. Title Insurance to (includes above item numbers: ) 1109. Lender's Coveraae $ I 1110. Owner's Coveraae $ 1111. 1112. 1113. I 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordina Fees: Deed $ 25.50 'Mortaaae $ 'Releases $ 25.50 1202. City/County Tax/Stamos: Deed $ 820.00 'Mortaaae $ 820.00 1203. State Tax/Stamos: Deed $ 820.00 'Mortaaae $ 820.00 1204. 1205. Recording Service Fee to CRAIG A. DIEHL, ESQUIRE 10.00 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey to 1302. Pest Insoection to 1303. 2002 CountvlTownshio Taxes to BONNIE K. MILLER TAX COLLECTO 341.50 1304. Tax Certification to BONNIE K. MILLER 4.00 1305. 1400. TOTAL SETTLEMENT CHARGES (Enter On Lines 103, Section J and 502, Sectian K) I 1,732.38 828.00 By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this 2 page statement. (6/CAD02182.HUD/CAD02182) Certified to be a true copy REV-1503 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS CHARLES R. REININGER FILE NUMBER 21-01-0953 ESTATE OF All property jointly-owned with right of survivorship must be disclosed on Schedule F. 2. DESCRIPTION (97) Series E Savings Bonds, $25.00 demonination, total date of death value $8,814.29 (See additional pages attached.) (5) Series EE Savings Bonds, $75.00 denomination, total date of death value $875.52 (See additional pages attached.) VALUE AT DATE OF DEATH ITEM NUMBER 1 $8,814.29 875.52 TOTAL (Also enter on line 2, Recapitulation) $ (II more space is needed, insert additional sheets of the same size) 9,689.81 SAVINGS BONDS No. Issue Date Series Denom Date of Serial Total Death Number(s) Value " 10/1976 E $25.00 $108.58 Q6120842739E,Q6120841552E, $325.74 ,) Q61123 7940 1 E 2 09/1976 E $25.00 $111.83 Q6118861217E, Q6118860036E $223.66 1 07/1976 E $25.00 $111.83 Q61 0523653 8E $111.83 2 08/1976 E $25.00 $111.83 Q6105237699E,Q6105238874E $223.66 3 04/1977 E $25.00 $106.74 Q6169911426E, Q6169910203E, $320.22 Q6155574993E 2 01/1977 E $25.00 $109.94 Q6150082994E, Q6150081755E $219.88 2 02/1977 E $25.00 $109.94 Q6155571392E,Q6150084208E $219.88 2 03/1977 E $25.00 $109.94 Q6155573784E, Q6155572579E $219.88 2 12/1976 E $25.00 $109.94 Q6142294567E,Q6142293359E $219.88 2 06/1977 E $25.00 $108.02 Q6182938075E,Q6182939297E $216.04 2 11/1976 E $25.00 $109.63 Q6142292145E,Q6120843952E $219.26 2 09/1977 E $25.00 $108.00 Q6191488716E,Q6191487531E $216.00 3 10/1977 E $25.00 $104.87 Q6204167153E,Q6204168367E, $3 ]4.61 Q6191489913E 2 07/1977 E $25.00 $108.00 Q6]82941794E, Q6] 82940555E $216.00 2 08/1977 E $25.00 $108.00 Q6191486294E,Q6191485024E $2]6.00 2 02/1978 E $25.00 $96.43 Q62325078]4E,Q6232506633E $192.86 2 05/1977 E $25.00 $107.80 Q6169912598E,Q6169913831E $215.60 2 ] 2/1977 E $25.00 $96.43 Q6223560964E,Q6223562]88E $192.86 2 01/1978 E $25.00 $96.43 Q6223563434E,Q6223564594E $192.86 2 11/1977 E $25.00 $96.16 Q6204]69590E,Q6204170805E $192.32 2 06/1978 E $25.00 $81.05 Q6270801427E,Q6270802634E $]62.10 3 04/1978 E $25.00 $84.84 Q6245590545E, Q6245591674E, $254.52 Q6245592835E 2 04/1979 E $25.00 $78.88 Q6326667742E,Q6326666622E $157.76 2 05/1978 E $25.00 $80.84 Q6270800236E,Q6245594046E $161.68 2 03/1978 E $25.00 $87.00 Q6232508994E,Q6232510202E $] 74.00 53 $5,379.10 No. Issue Date Series Denom Date of Serial Total Death Number(s) Value " 03/1979 E $25.00 $80.46 Q6326665475E,Q6312149339E $241.38 .) 2 01/1979 E $25.00 $80.46 Q6291807793E,Q6291806584E $160.92 2 02/1979 E $25.00 $80.46 Q6312147016E,Q6312145844E $160.92 2 11/1978 E $25.00 $80.23 Q6291479863E,Q6291478677E $160.46 2 12/1978 E $25.00 $80.44 Q6291805393E,Q6291804209E $160.88 2 10/1978 E $25.00 $79.47 Q6291477496E,Q6291476292E $158.94 3 09/1978 E $25.00 $81.06 Q6291475062E,Q6286433866E, $243.18 Q6286432637E 2 07/1978 E $25.00 $81.06 Q6270803754E,Q6270804979E $162.12 2 08/1978 E $25.00 $81.06 Q6286431430E,Q6286430232E $162.12 2 10/1979 E $25.00 $78.26 Q6368402286E,Q6368401441E $156.52 2 08/1979 E $25.00 $79.83 Q6357725872E, Q6349834914E $159.66 3 09/1979 E $25.00 $79.83 Q6357727659E,Q6357726754E, $239.49 Q6368400597E 2 06/1979 E $25.00 $79.83 Q6349831997E,Q6349830985E $159.66 2 07/1979 E $25.00 $79.83 Q6349833990E,Q6349833021E $159.66 2 05/1979 E $25.00 $79.64 Q6326668860E,Q6326669957E $159.28 3 03/1980 E $25.00 $79.00 Q6388338849E,Q6388338463E $158.00 2 02/1980 E $25.00 $79.00 Q6390364416E,Q6390363773E $158.00 2 01/1980 E $25.00 $79.00 Q6390363059E,Q6390362367E $158.00 2 12/1979 E $25.00 $79.00 Q6380710619E,Q6380709805E $158.00 2 11/1979 E $25.00 $79.00 Q6380708967E,Q6380708144E $158.00 1 08/1980 EE $75.00 $175.80 K 13236897EE $175.80 1 07/1980 EE $75.00 $175.80 K 13236380EE $175.80 1 06/1980 EE $75.00 $175.80 K5927286EE $175.80 1 04/1980 EE $75.00 $174.06 K5925434EE $174.06 1 05/1980 EE $75.00 $175.80 K5925840EE $174.06 49 $4,310.71 TOTAL SAVINGS BONDS 9,689.81 REV-150B EX" (6-9B) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF CHARLES R. REININGER FILE NUMBER 21-01-0953 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Savings Account - Waypoint Bank Account No. 500076694 Date Established: 05/06/78 Date of Death Balance: $83,987.25 Accrued Interest: $109.34 VALUE AT DATE OF DEATH $ 84,096.59 2. Checking Account - Allfirst Bank Account No. 0071137955 Date Established: 08/28/64 Date of Death Balance: $121,576.66 Accrued Interest: $12.06 121,588.72 3. Mutual Fund Account - Salomon Smith Barney Account No. 724-10282-11 Date Established: 12/11/87 Date of Death Balance: $2,728.73 4. (3) Shotguns and (1) .22 Caliber Rifle (Very old, poor condition.) 2,728.73 400.00 5. Miscellaneous Coins Date of Death Value: $76.25 (See statement attached.) 76.25 7. 1996 Oldsmobile Eighty Eight Sedan 1,500.00 5,000.00 6. Household Goods and Furniture TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 215,390.29 No. DATE I I~. ;;?/' /0</ ':.~..?/ ,/ .' ,_. .l ORDER NO. I r ...\...,i,..... _..... ,"' 'K? l.", /;L.... ,,'.....e. / ,,__ r} 0/1 SOLD BY 0 CASH 0 rnPAID C,O.D. OUT !L~' . 0 CHARGE 0 MERCHANDISE RETURNED C-:/;/ !:,,'r'...-'/ PRICE AMOUNT ~- $' .-'\.... ~ '/-~Y' I , ,,7/ ".. I' re' .~ 1/","\ ,," _/-,t-_~ . ._,...1 , h X ~ I>' - . ~- r.::Adams , , / / ~ -, , ( ,,/.' -" ~ " ~ . . .. . NC2581 SIGNATURE" /' ./14';//'2.1/ {. '</ /C, ,- '" ,-/t.', :;:..c ,":;::--. ALL CLAIMS AND RETURNED GOODS ,MUST BE AC90MPANlHJ BY THIS BILL GENERAL PURPOSE/ REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF CHARLES R. REININGER FILE NUMBER 21-01-0953 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Fackler Wiedman Funeral Horne - Funeral Expense $ 6,967.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) None Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _Zip Year(s) Commission Paid: 2. Attorney Fees Law Of f ices of Craig A. Di ehl 11,167.80 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant None Street Address City State _Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills, Cumberland County 370.00 5. Accountant's Fees Non e 6. Tax Return Preparer's Fees Non e 7. Cumberland Law Journal - Estate Advertisement 75.00 8. Sentinel - Estate Advertisement 97.07 9. Allfirst Bank - Fees for Estate Checks 49.06 10. Lower Allen Township - Sewer and Refuse Fees for residence. 202.50 TOTAL (Also enter on line 9, Recapitulation) $ 18 , 928 . 93 (If more space is needed, insert additional sheets of the same size) SCHEDULE H (CONTINUED) PAGE 2 OF 2 ESTATE OF CHARLES R. REININGER NO. 21-01-0953 ITEM NO. DESCRIPTION AMOUNT 11. Pennsylvania-American Water Co. - Water 71.86 Bills for Residence 12. 13. Verizon - Telephone Bills for Residence 140.66 PP&L Electric Utilities - Electric Bills for Residence 445.88 14. U.s. Postal Service - Postage Fees for Estate Mailings Eshenour Fuels Inc. - Fuel Bills for Residence 13.60 15. 181.15 16. L.G. Connor Real Estate Appraisers, LTD - Bill for Appraisal of Residence Cumberland County Recorder of Deeds - Transfer Tax for Sale of Residence 275.00 17 . 820.00 18. Law Offices of Craig A. Diehl - Notary Fees for Sale of Residence 4.00 19. Bonnie K. Miller, Tax Collector - Fee for Tax Certification for Sale of Residence 4.00 20. Grace Stoner - Reimbursement for Prorated County/Township Taxes for Sale of Residence 100.13 21. Law Offices of Craig A. Diehl - Reimbursement of Certified Mail Fee 3.94 22. Register of Wills, Cumberland County - Filing Fee for PA Inheritance Tax Return Orphan's Court, Cumberland County - Filing Fee for Family Settlement Agreement 15.00 23. 17.00 TOTAL THIS PAGE: 2,092.22 18,928.93 $21,021.15 TOTAL PRIOR PAGE: TOTAL FUNERAL & ADMINISTRATIVE COSTS: REV-1512 EX. (6-9B) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CHARLES R. REININGER FILE NUMBER 21-01-0953 Include un reimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION Brenda Turner - Nursing Care Expense VALUE AT DATE OF DEATH 2. Donna Rayson - Nursing Care Expense $ 271. 25 105.00 3. Special Care - Nursing Care Expense 106.75 4. Law Offices of Craig A. Diehl - Professional Fees for Estate Planning 596.25 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,079.25 REV-1513 EX+ (9-00) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] (See sheet attached.) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-01-0953 AMOUNT OR SHARE OF ESTATE ESTATE OF CHARLES R. REININGER ENTER DOLLAR AMOUNTS FOR DiSTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE. ON REV-1500 COVER SHEET " NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX is NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Hospice Preferred Choice of Harrisburg 4813 Jonestown Road, Suite 211, Harrisburg, PA 17109 $ 10,000.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 10 000.00 (If more space is needed, insert additional sheets of the same size) NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. SCHEDULE J BENEFICIARIES NAME AND ADDRESS DONNA J. SANTANGELO 5017A Defford Place Eaglesville, PA 19403 ELLA MAE VAJDIC 419 Lisburn Heights Road Lewisberry, PA 17419 CLAIRE G. HOFFMAN 128 North 15th Street Camp Hill, PA 17011 MICHAEL G. VAJDIC, JR. 419 Lisburn Heights Road Lewisberry, PA 17339 THOMAS E. VAJDIC 171 E. Emaus Street Middletown, PA 17057 ANTHONY VAJDIC 4219 York Street, Apt. 3 Harrisburg, PA 17111 CHRISTINE M. JOHNSON 749 Monroe Street Steelton, PA 17113 JOANNE M. VAJDIC 747 Monroe Street Steelton, PA 17113 GREGORY A. VAJDIC 419 Lisburn Heights Road Lewisberry, PA 17339 DIANE E. VAJDIC 1504 Green Street, 1sc Floor Harrisburg, PA 17102 MARK W. VAJDIC 139 Springbrook Drive Palmyra, PA 17078 ROBERT E. VAJDIC 705 Wyndamere Road Lewisberry, PA 17339-9500 RELATIONSHIP TO DECEDENT Daughter Sister Friend Nephew Nephew Nephew Niece Niece Nephew Niece Nephew Nephew AMOUNT OF ESTATE $20,000.00 $71,437.85 ($25,000.00 and 50% of residue) $96,437.85 ($50,000.00 and 50% of residue) $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $ 7,104.00 $10,000.00 2.'.-2001-953 iUttgt Ifmill ttno Wl?$tttlttl?nt OF CHARLES R. REININGER I, CHARLES R. REININGER, of Lower Allen Township, cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representa ti ve hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his or her opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I hereby direct my personal representative, in his or her sole discretion, to take the steps necessary to purchase a burial plot such that my remains are interred at the Fort Indiantown Gap Cemetery, purchase a suitable grave marker at my grave if necessary, and to expend sums from my estate for this purpose. PAGE 1 OF 9 . /) /) L/\l;i LAST WILL AND TESTAMENT OF CHARLES R. REININGER SECOND I hereby direct that my automobile and residence shall be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my estate to be distributed as designated in this Last Will and Testament among my surviving heirs after payment of my estate debts. THIRD I give, devise and bequeath the following property to the named beneficiary as follows, per stirpes: (a) The sum of Twenty Thousand and 00/100 ($20,000.00) Dollars to my daughter, DONNA J. SANTANGELO; (b) The sum of Twenty-Five Thousand and 00/100 ($25,000.00) Dollars to my sister, ELLAMAE VAJDIC; (c) The sum of Fifty Thousand and 00/100 ($50,000.00) Dollars to my beloved, CLAIRE G. HOFFMAN; (d) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, MICHAEL G. VAJDIC; (e) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, THOMAS E. VAJDIC; PAGE 2 OF 9 /t-/~# LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, ANTHONY J. VAJDIC; (g) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, CHRISTINE M. JOHNSON; (h) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, JOANNE M. VAJDIC; (i) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, GREGORY A. VAJDIC; (j) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, DIANE E. VAJDIC; (k) The sum of Seven Thousand One Hundred Four and 00/100 ($7,104.00) Dollars to my nephew, MARK W. VAJDIC; (1) The sum of Eight Thousand ($8,550.00) Dollars to my Five Hundred Fifty and 00/100 ^ ,"'" /Y..I,.~- v/V ',._ nephew, ROBERT ~ VAJDIC; and (m) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to HOSPICE PREFERRED CHOICE OF HARRISBURG. (n) In the event I do not possess sufficient assets to fund the above-referenced distributions at the time of my death, I direct that the funds available shall be distributed to the beneficiaries named in this paragraph on a pro-rated basis according to the distribution sums named therein. J t:/:Y'7 PAGE 3 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FOURTH I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoeVer nature and wheresoever situate in equal shares to my beloved, CLAIRE G. HOFFMAN and my sister, ELLAMAE VAJDIC, providing tha t they survive me by thirty (30) days, per stirpes. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his or her own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he or she believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his or her discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. d. /1# j/ft PAGE 4 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FIFTH Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under Twenty-Five (25) years of age, or, In the judgment of the Trustee, mentally disabled, shall be held in a separate trust by my personal representative as Trustee until such beneficiary reaches Twenty- Five (25) years of age or during such period of disability. In the case of a beneficiary under Twenty-Five (25) years of age, the Trustee may distribute the entire balance of principal and accumulated interest at or after attaining Twenty-Five (25) years of age. During the term of any trust created pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains Twenty-Five (25) years of age, or until all such amounts are paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. ,/c/?P PAGE 5 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER SIXTH I grant my personal representative the following powers in addition to and not In limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitaliza- tion, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms of any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his or her absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. ~ PAGE 6 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my esta te in any manner and on such terms and conditions as my personal representative shall see fit In his or her absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers In the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him or her may seem best and to execute and ,.d2t? PAGE 7 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER deliver all instruments and to do all acts which he or she deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subj ect to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his or her interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint my nephew, MICHAEL G. VAJDIC, JR., as personal representative of this my Last Will and Testament. In the event my newphew, MICHAEL G. VAJDIC, JR. is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my niece, CHRISTINE M. JOHNSON as personal representative of this my Last Will and Testament. I direct that my personal representative U#-7 PAGE 8 OF 9 . .. LAST WILL AND TESTAMENT OF CHARLES R. REININGER shall not be required to give or post bond for the faithful performance of his or her duties in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand to this my Last Will and Testament this 5th day of September, 2001. WITNESS: /.,7 ~ ~ /1",. /} ~fJ.~/'d(,~~1-, c: ~ /\ /~- ..- j/ CHARLES R. REININGER / () / --/ /1 ~..., . /' ... ! /' V"--) / ..' ,,F~ "'/, ,.\, > (A~ 'l ~~ fr'( ~1afl'1 ./ \. lD,: /"./-i If.;.z.{./ ....::..:-- "- "'.. 7. (. (-" f, I ,-". PAGE 9 OF 9 .,. 11', ... LAST WILL AND TESTAMENT OF CHARLES R. REININGER ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, CHARLES R. REININGER, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~ /1 ,,1 1'/ ~ ' ,C I:hda ;;'/\)2~ . CHARLES R. REININGER Sworn or affirmed and acknowledged before me by CHARLES R. ---4-/1,..- REININGER the testator this ~.! day of September, 2001. _.--~ Ii ' f ~,. ---- ,,,,,. d ..... 4.-."~- --... -_..._-~.----,..~---_.- NOTARY PUBLIC l NOTARIAL SEAL HELEN E. RASMUSSEN, Notary Public Camp Hill Borough, Cumberland County My Commission Expires Aug. 2~_2003 ._.._... .r_' -., ---- .-" -. ..- '"j ., ... LAST WILL AND TESTAMENT OF CHARLES R. REININGER AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND WE, 1-/ .,d (v A. C.i d:1< i t-<1 and /.-'1 , i'M ,,/, 1"llL4Y.i e ; ...- ,1~"7 ~.-~ L..' J/t(':i;.' l,.c .R ,,-'j..i- / the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw CHARLES R. REININGER sign and execute the instrument as his Last Will and Testament; that CHARLES R. REININGER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnessed and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~.c~( --) ...----" ...-- ;{ '-1 /' )' /' / ..- ! I (---., ,"'\ ----. /' !i.. "...., fA" . . /~ I';/_~, /!".. J."/...?I/~< .(.:p:::- . I .. l.- . J ~~~~)') Sworn or affirmed and subscribed before me by :'t,.' ",' ( r." ~) " ~. /I i,_ \.i.-' '[ ':--CC t-( (~ and /( '..:::.1:'1 :Xn/. I,.~. .. Lor ..: .\./~~(...,.J.L thi s I , 1--1 rL.-"( ;.i ;J <i j.... -' day '~, of September, 2001. NOTARIAL SEAL HELEN E. RASMUSSEN. Notary Public Camp Hill Borough. Cumberland Count My Commission Expires AUO. 2, 2003 // / -----. ./" ./ ./:.,/:;{~' .....: /z,-"o_-_____.___... -,,, . NOTARY PUBLIC COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CLOTFELTER LINDA A ESQ 3464 TRINDLE RD CAMP HILL, PA 17011 ____un fold ESTATE INFORMATION: SSN: 195-07-1364 FILE NUMBER: 2101-0953 DECEDENT NAME: REININGER CHARLES R DA TE OF PAYMENT: 06/25/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/25/2001 NO. CD 001334 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,214.35 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: MICHAEL G V A YDIC C/O LINDA A CLOTFELTER ESQUIRE CHECK# 1031 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $1,214.35 MARY C. LEWIS REGISTER OF WILLS /7-/1/- 9 ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX -r '.,i DATE ESTATE OF DATE OF DEATH FtLE NUMBER COUNTY ACN 08-05-2002 REININGER 09-25-2001 21 01-0953 CUMBERLAND 101 LINDA A CLOTFELTER ESQ C A DIEHL LAW OFFICES 3464 TRINDLE RD CAMP HILL PA 17011 '* REY-1547 EX AFP [01-02) CHARLES R Amount Remi Ued ,. 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: is'4-j-EX--AFP--foY=02Y-NOYicE--OF-YN'HEififAifcE-YA'X-A-PPRAisEMENT-:--ALrOWAifcE-oi------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REININGER CHARLES R FILE NO. 21 01-0953 ACN 101 DATE 08-05-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED 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 ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 20,000.00 X 045 = 900.00 71,437.85 X 12 = 8,572.54 183,541.85 X 15 = 27,531.28 (9)= 37,003.82 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 82,000.00 9,689.81 .00 .00 215,390.29 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 21,021.15 1. 079 . 25 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 307,080.10 (11) (2) (3) (4) 22.100 40 284,979.70 10,000.00 274,979.70 n~_~.. l+j AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-21-2001 CDOO0675 1,789.47 34,000.00 06-25-2002 CDOO1334 .00 1,214.35 TOTAL TAX CREDIT 37,003.82 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z 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, 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 Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR --election to have the matter determined at audit of the account 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. Z80601, Harrisburg, PA 171Z8-0601 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. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. 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: 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, 198Z bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z 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 198Z through ZOOZ are: Year Interest Rate Daily Interest Factor Vear Interest Rate Daily Interest Factor 198Z ZO% .000548 199Z 9% .000Z47 1983 16% .000438 1993-1994 7Z .00019Z 1984 ll% .000301 1995-1998 9% .000Z47 1985 13% .000356 1999 7Z .00019Z 1986 10% .000Z74 ZOOO 8% .000Z19 1987 9% .000Z47 ZOO 1 9% .000Z47 1988-1991 ll% .000301 ZOOZ 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. " REV,1500 EX (6-00) OFFICIAL USE ONLY COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 //.../~- 9 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 2 1 o 1 00953 COUNTY CODE YEAR NUMBER I- Z W C w () w c DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) REININGER, CHARLES R. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 09-25-2001 01-04-1922 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 195-07-1364 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE W I- ~ ~cn ()a::~ w Q.() J:OO () 0::..1 Q.1Xl Q. < 01 04. 06. 09. Original Return ~ 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) o 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ 8. Total Number of Safe Deposit Boxes D 10, Spousal Poverty Credit (dale of death between 12-3'-91 and '-'-95) D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) Lim ited Estate Decedent Died Testate (Attach copy of Will) Litigation Proceeds Received I- Z W a z o D.. rn w 0:: 0:: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS LINDA A. CLOTFELTER, ESQUIRE FIRM NAME (If Applicable) LAW OFFICES OF CRAIG A. DIEHL TELEPHONE NUMBER (717) 763-7613 3464 TRINDLE ROAD CAMP HILL, PA 17011-4436 1. Real Estate (Schedule A) (1 ) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) 7 , 2 67 . 34 (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) z o i= :3 :J l- n: <( () w a: 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) (8) 1,515.23 7,267.34 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 1,515.23 12. Net Value of Estate (Line 8 minus Line 11) (12) 5,752.11 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 5,752.11 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax Z rate, or transfers under Sec. 9116 (a)(1.2) x .0 _(15) 0 i= 16. Amount of Line 14 taxable at lineal rate x .0 _(16) < I- ::l 2,876.05 345.13 Q. 17. Amount of Line 14 taxable at sibling rate x .12 (17) ::! 0 2,876.06 431.41 () 18. Amount of Line 14 taxable at collateral rate x .15 (18) >< < Tax Due 776.54 I- 19. (19) 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: STREET ADDRESS 1106 LAUREL AVENUE CITY I STATE I ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 776.54 Total Credits (A + 8 + C) (2) 3. InteresUPenalty if applicable D. Interest E. Penalty 20.55 Total Interest/Penalty (0 + E) (3) 20.55 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) .00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 797.09 A. Enter the interest on the tax due. (SA) 8. Enter the total of Line 5 + SA This is the BALANCE DUE. Make Check Pa able to: REGISTER OF WILLS, AGENT (58) 797.09 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . " D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this retum, including accompenying schedules end stalements. and 10 the besl of my knowledge and belief, it is true. correct and complete. Declaration of preparer other than the personal representative is based on all informalion of which preparer has any knowledge. SIGNATURE OF PERSON ES SIBLE FOR FILING RETURN _ 1 !J Yes No D D D D ~ ~ ~ ~ [!] [!] DATE 11/27/2002 PA 17339 DATE 11/27/2002 ROAD, CAMP PA 17011-4436 For dates of death on or after July 1, 1994 and before January 1, 1995, Ihe lax rale imposed on Ihe net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. S 9916 (a) (1.1) (i)]. For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. S 9116 (a) (1.1) (ii)] The slatute does not exempt a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent. or a stepparent of the child is 0% [72 P.S. S 9116(a)(1.2)]. The lax rale imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S 9116(1.2) [72 P.S. S 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. S 9116(a)(1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent. whether by blood or adoption. 1W46461.000 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER CHARLES R. REININGER 21-01-00953 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 170 SHARES OF COMMON STOCK OF NUVEEN PERFORMANCE PLUS MUNICIPAL FUND; DATE OF DEATH VALUE = $13.90/SHARE 2. 194 SHARES OF COMMON STOCK OF NUVEEN PENNSYLVANIA INVESTMENT QUALITY MUNICIPAL FUND; DATE OF DEATH VALUE = $15.01/SHARE 3. 68 SHARES OF COMMON STOCK OF PRUDENTIAL FINANCIAL, INC.; DATE OF DEATH VALUE = $29.30/SHARE VALUE AT DATE OF DEATH 2,363.00 2,911.94 1,992.40 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 7,267.34 REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF CHARLES R. REININGER FILE NUMBER 21-01-00953 Debts of decedent must be reDorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. REGISTER OF WILLS, CUMBERLAND COUNTY - FILING FEE FOR SUPPLEMENTAL PENNSYLVANIA INHERITANCE TAX RETURN 15.00 8. SALOMON SMITH BARNEY - FEES FOR LIQUIDATION OF NUVEEN STOCKS 199.39 9. ALLFIRST BANK - BANK FEES FOR ESTATE CHECKING ACCOUNT ($279.94 MANAGEMENT FEES; $400.00 SERVICE FEES; AND $620.90 ANALYSIS FEES) 1,300.84 TOTAL (Also enter on line g, Recapitulation) $ 1,515.23 (If more space is needed, insert additional sheets of same size) 2-'.-2001-953 11Icrgt Bill ~no ill~stttllt~nt OF CHARLES R. REININGER I, CHARLES R. REININGER, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in his or her opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I hereby direct my personal representative, in his or her sole discretion, to take the steps necessary to purchase a burial plot such that my remains are interred at the Fort Indiantown Gap Cemetery, purchase a suitable grave marker at my grave if necessary, and to expend sums from my estate for this purpose. PAGE 1 OF 9 /' /!"> /) u'W I ' LAST WILL AND TESTAMENT OF CHARLES R. REININGER SECOND I hereby direct that my automobile and residence shall be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my estate to be distributed as designated in this Last Will and Testament among my surviving heirs after payment of my estate debts. THIRD I give, devise and bequeath the following property to the named beneficiary as follows, per stirpes: (a) The sum of Twenty Thousand and 00/100 ($20,000.00) Dollars to my daughter, DONNA J. SANTANGELO; (b) The sum of Twenty-Five Thousand and 00/100 ($25,OOO.OO) Dollars to my sister, ELLAMAE VAJDIC; (c) The sum of Fifty Thousand and 00/100 ($50,000.00) Dollars to my beloved, CLAIRE G. HOFFMAN; (d) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, MICHAEL G. VAJDIC; (e) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, THOMAS E. VAJDIC; PAGE 2 OF 9 r1 /~;e&' LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, ANTHONY J. VAJDIC; (g) The sum of Ten Thousand and 00/100 ($1'0,000.00) Dollars to my niece, CHRISTINE M. JOHNSON; (h) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, JOANNE M. VAJDIC; (i) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my nephew, GREGORY A. VAJDIC; (j) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to my niece, DIANE E. VAJDIC; (k) The sum of Seven Thousand One Hundred Four and 00/100 ($7,104.00) Dollars to my nephew, MARK W. VAJDIC; ($8,550.00) Dollars to my Five Hundred Fifty and 00/100 " ,Il /'{.It:._' '.J/V .'~ nephew, ROBERT tf VAJDIC; and (1 ) The sum of Eight Thousand (m) The sum of Ten Thousand and 00/100 ($10,000.00) Dollars to HOSPICE PREFERRED CHOICE OF HARRISBURG. (n) In the event I do not possess sufficient assets to fund the above-referenced distributions at the time of my death, I direct that the funds available shall be distributed to the beneficiaries named in this paragraph on a pro-rated basis according to the distribution sums named therein. t:/':;yf}: PAGE 3 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FOURTH I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shares to my beloved, CLAIRE G. HOFFMAN and my sister, ELLAMAE VAJDIC, providing that they survive me by thirty (30) days, per stirpes. It is further my desire that my personal representative, after consultation with any heir or heirs of mine who survive me, and in his or her own discretion, choose such articles from my tangible personal property (exclusive of cash, stock certificates, bonds, and all other tangible evidences of intangible personal property) as he or she believes will be useful to such heir or heirs or desirable for him or her or them to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among such heirs in equal or unequal shares as determined by the further exercise of his or her discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. ,'i. ;,"1 .A';;1 ~ '- /I'''' PAGE 4 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER FIFTH Any devise or distribution under this Last will and Testament which is payable to any beneficiary who may be under Twenty-Five (25) years of age, or, in the judgment of the Trustee, mentally disabled, shall be held In a separate trust by my personal representative as Trustee until such beneficiary reaches Twenty- Five (25) years of age or during such period of disability. In the case of a beneficiary under Twenty-Five (25) years of age, the Trustee may distribute the entire balance of principal and accumulated interest at or after attaining Twenty-Five (25) years of age. During the term of any trust created pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains Twenty-Five (25) years of age, or until all such amounts are paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. ..-; ~I /~/~"Y PAGE 5 OF 9 I, LAST WILL AND TESTAMENT OF CHARLES R. REININGER SIXTH I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitaliza- tion, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms of any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his or her absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. . if{!{l PAGE 6 OF 9 I. LAST WILL AND TESTAMENT OF CHARLES R. REININGER (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his or her absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute In cash or In kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned In his own right, upon such terms and conditions as to him or her may seem best and to execute and ..d2;}? PAGE 7 OF 9 LAST WILL AND TESTAMENT OF CHARLES R. REININGER deliver all instruments and to do all acts which he or she deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or In principal, shall be subj ect to anticipation or pledge, assignment, sale or transfer In any manner, nor shall any beneficiary have the power in any manner to charge or encumber his or her interest either In income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while In the possession of my personal representative for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint my nephew, MICHAEL G. VAJDIC, JR., as personal representative of this my Last Will and Testament. In the event my newphew, MICHAEL G. VAJDIC, JR. lS deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my niece, CHRISTINE M. JOHNSON as personal representative of this my Last Will and Testament. I direct that my personal representative tPf{; PAGE 8 OF 9 I . LAST WILL AND TESTAMENT OF CHARLES R. REININGER shall not be required to give or post bond for the faithful performance of his or her duties in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand to thi.s my Last Will and Testament this 5th day of September, 2001. WITNESS: /'i /) ". . . J' ij'. ". ." ~ _. e ~ I 1 " : ,7jf~" 0~ {( ,rtd,jj () " tJ <_./ /.,./'/!. """"---""'1(-.: ., ./ ," il /, ' 'i I"~ /' ' -:r;--- .,,' l fl. 2~1 ,(" /' i,-;~~j"L ,'65::.{.. ....:...:-- i ~-" . j I I /--'/ f, / ~, /) . " /'1~i7 , /A.fJf ti,:~'7'Lr /.-3 !/".." /),U A\'- (:/ /,,' ......v::;;-r- C- ,/{AJYf....J...5,Il(L; ,. y CHARLES R. REININGER PAGE 9 OF 9 \. LAST WILL AND TESTAMENT OF CHARLES R. REININGER ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, CHARLES R. REININGER, the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. J /J ,1 " ~/i~~r /' 1// I r1 ~(<11 1(. /<..y. rS .,f,./.../-' <.~ ' CHARLES R. REININGER Sworn or affirmed and acknowledged before me by CHARLES R. REININGER the testator this , -"..Vi'-~ ~._, . day of September, 2001. . j. .' I ! f '" ,"-ol_ '" ". (..--~""-' ---.-" NOTARY PUBLIC l NOTARlfllL SEAL HELEN E. RASMUSSEN, Notary Public . ca.mp Hili B.Oro. Ug. h., CU.mber.l.and.CDuntY ~t C~mrnis~!~~IE)(lliiCS AU1J.2,_2003 l LAST WILL AND TESTAMENT OF CHARLES R. REININGER AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND WE, !-I.,d.~ A. Chife (t~'J and ....~ J"f ", " .. . .- 1f..""1'. };:. .~y-t.c ,I! c.:.... . /lZ#)/ ,,' J'; ;;," .J ; -~ ..t.i- the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw CHARLES R. REININGER sign and execute the instrument as his Last Will and Testament; that CHARLES R. REININGER signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament as witnessed and that to the best of our knowledge the testator was at the time 18 or more years.of age, of sound mind and under no constraint or undue influence. :f"J2 el' (~/ ./... , - /~ /' j- ,.,.,----- / /- .j /~./ '/" .----~. I ",i ," ;t . .', , . -" ~---' . ,...' ,J' , '" - <,' ' "" /l" ~ /"<:.~ .f'...ffi;ff (J. / " ".. . "<il>.,~e..l< ./.~ . J L- - /"'-,"l} ( // ',-,,, Sworn or affirmed and subscribed before me by L.t ft.-:( ... ;J /y :.-;;,.. L :'-'(_l_ t.((-. , ) ~- and J( , "::-1.1 ;1n/ ~ ..: ,\)(,'" .J}... this ~';i"\ -' day ~, of September, 2001. NOTARIAL SEAL HELEN E. RASMUSSEN, Notary Public Camp Hill Borough, Cumberland Cauntt.. My Commission Expires AUU. 2. 2003 // .I i .;--.:/ /' ,I ( -.' . NOTARY PUBLIC ," (z-":""'- COMMONWEALTH OF PENNSYl V A~IIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CLOTFELTER LINDA A ESQ 3464 TRINDLE RD CAMP HILL, PA 17011 -------- fold ESTATE INFORMATION: SSN: 195-07-1364 FILE NUMBER: 2101-0953 DECEDENT NAME: REININGER CHARLES R DATE OF PAYMENT: 12/03/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/25/2001 NO. CD 001906 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $797.09 I I I I I I I I TOTAL AMOUNT PAID: $797.09 REMARKS: LINDA A CLOTFELTER ESQ CHECK#1050 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS / 7-/~ f \, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRIS8URG, PA 17128-0601 '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1541 EX A.FP (01-03) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-30-2002 REININGER 09-25-2001 21 01-0953 CUMBERLAND 101 CHARLES R LINDA A CLOTFELTER ESQ C A DIEHL LAW OFFICES 3464 TRINDLE RD CAMP HILL PA 17011 Amount Remitted 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-1547 EX AFP COI-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REININGER CHARLES R FILE NO. 21 01-0953 ACN 101 DATE 12-30-2002 T AX RETURN WAS: (X) ACCEPTED AS F I LED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 1. Real Estate (Schedule A) 2. 3. 4. 5. Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return NO. 01 RETURN (1) (2) (3) (4) (5) (6) (7) .00 NOTE: To insure proper 7,267.34 credit to your account. .00 submit the upper portion .00 of this form with your .00 tax payment. .00 .00 (8) 7,267.34 (9) (10) 1,515.23 .00 (11) (12) (13) (14) 1.liPi 73 5,752.11 .00 280,731.81 13. 14. Net Value of Estate Subject to Tax Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 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. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS' NOTE: (15) (16) (17) (18) .00 X 00 .00 20,000.00 X 045 = 900.00 74,313.90 X 12 8,917.67 186,417.91 X 15 27,962.69 (19)= 37,780.36 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-21-2001 CDOO0675 1,789.47 34,000.00 06-25-2002 CDOO1334 .00 1,214.35 INTEREST IS CHARGED THROUGH 01-14-2003 TOTAL TAX CREDIT 37,003.82 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 776.54 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 25.56 TOTAL DUE 802.10 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12. 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B <collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOn CE : 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 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. 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 by calling the special 24-hour answering service for forms ordering: }-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 appraisement. allowance. or disallowance of deductions. or assessment of tax (including discount or interest) as shown on this Notice must 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 --election to have the matter determined at audit of the account 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-ISO!) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death. a five percent (5%) discount of the tax paid is allowed. 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: 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 (6%) 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 2003 are: Interest Daily Interest Daily Interest Rate Factor Year Rate Factor Year Rate Daily Factor Year 1982 20% .000548 1987 9% .000247 1999 7% .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 7% .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER 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. ~ /?-/~- 9 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-I6D7 EX AFP 'Ol-DlJ LINDA A CLOTFELTER ESQ C A DIEHL LAW OFFICES 3464 TRINDLE RD CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-06-2003 REININGER 09-25-2001 21 01-0953 CUMBERLAND 101 CHARLES R Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV =i6"ifj-Ex-AFP-('oY=03y------..ii-iNHERiYANcE-fAx-sTATEHE-tif-oF'-AcfcOLiN'T--ii..------------------ - -- ESTATE OF REININGER CHARLES R FILE NO.21 01-0953 ACN 101 DATE 01-06-2003 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: 12-30-2002 P R I NCI PAL TAX DU E : ........................................................................................................ 37,780.36 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-21-2001 CDOO0675 1,789.47 34,000.00 06-25-2002 CDOO1334 .00 1,214.35 12-03-2002 CDOO1906 20.50- 797.09 TOTAL TAX CREDIT 37,780.41 BALANCE OF TAX DUE .05CR INTEREST AND PEN. .00 II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .05CR 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" (CRl, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l 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 lIoney 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 I 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 (5%) discount of the tax paid is allowed. 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. 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 (6%) 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 2003 are: Interest Daily Interest Da ily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20% .000548 1987 9% .000247 1999 n .000192 1983 16% .000438 1988-1991 11% .000301 2000 8% .000219 1984 11% .000301 1992 9% .000247 2001 9% .000247 1985 13% .000356 1993-1994 n .000192 2002 6% .000164 1986 10% .000274 1995-1998 9% .000247 2003 5% .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU"BER 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. -" REGISTER OF WILLS OF CUMBERLAND COUNTY REPORT OF STATUS OF ADMINISTRATION (For' Resident Decedents Dying After July I, 1984) ESTATE NO. 21-01 - 0953 f/aK Name of Decedent: CHARLES R. REININGER Social Security Account No.: 195-07-1364 Date of Death: 9/25/01 Name of Personal Representative(s): MICHAEL G. VAJDIC, JR. Capaci ty (check one) Executor Administrator x Administra tor c. La. Administrator d.b.n. Is the administration of the estate complete? Yes x No If "yes", how was the administration ended? (check one) By court accounting By account stated to parties in interest Did the parties release the personal representative? Other (explain) FAMILY SETTLEMENT AND FINAL RELEASE FILED DECEMBER 23, 2002 Total amount paid to da te to credi tors and for funeral and administrative expense $59,627.07 Total value of distributions to date to beneficiaries If administration is not complete, estimated value of assets still in administration NOTE: This status report is due no later than the due date for filing the Pennsylvania Inheritance Tax Return or, if no Inheritance Tax Return is required, nine (9) months after the date of death; if the administration of the estate has not been conciuded, a summary report shall be filed annually thereafter until the administration is complete. I certify under penalty of perjury best of my knowledge, information ~oO.:) Oa te: -J tLkllA tV, 'i l"-f Nl () This report must be signed by the personal representative, or one of them when more than one, or by counsel for the estate.