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HomeMy WebLinkAbout01-1152 ,.~ Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS E~~e~ Florence E. Bliss also known as N021-01-1152 , Deceased Social Security No. 076 -10 - 0114 Michael L. Bangs, Esquire Petitioner(s), who is/are 18 years of age or older, apply{ies) for: (COMPLETE 'A' or 'B' BELOW) []J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 01/17 /200 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor. etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after exec;,rtion of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: o B. Grant of Letters of Administration (c.I.a.; d.b.n.c.l.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationshi Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 3 Cedar Cliff Drive, Lower Allen Township (list street, number, and municipality) Decedent,then~yearsofage,died 12/06/2001 at Holy Spirit Hospital, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in P~nnsylvania $1,550,000.00 $ $ $200,000.00 situated as follows: 3 Cedar Cliff Drive, Camp Hill, PA Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the a ro riate form to the undersi ned: --, Si nature T ed or rinted name and residence Michael L. Bangs, Esquire 302 South 18th Street, Cam Hill, PA 17011 1?-OlR-o- Prepared by the Pennsylvania Bar Association Copyright (e) 1996 form software only CPSystems,lne. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land The Petitioner(s) above-named swear(s) or affirms) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according ~a~w. " Sworn to or affirmed and subscribed ~d I ~ Michael L. Ba ,Esquire before me this 20t!cllay of DECEMBER 2001 ~,~ No. 21-01-1152 Estate of Florence E. Bliss Deceased Social Security No: 076 -10 - 0114 Date of Death: 12/06/2001 AND NOW, DECEMBER 20 2001 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary D Of Administration (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Michael L. Bangs, Esquire in the above estate and that the instrument(s) dated 01/17/2000 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. . . . . . . $ 865.00 ~~<~~./L1V~"'r Registe of Wills . Short Certifica.r,(~. o .f> C() c:::: ::,'''':' ,~..,... $ c, ['1:90.00 Renunciation. $ Attorney: Michael L. Bangs Affidavits ( j ). ~;~::i" ~~,;::; o N . C-J c::::J $ I.D. No: 41263 Extra Pages (8 :iP . Q.)O::: ex: Codicil. . p '<' .& . 00 1_ If!. <J>= $'30 $ Address: 302 South 18th Street Camp Hill, PA 17011 JCP Fee. $ Inventory. $ Other $ TOTAL. $ 5.00 ~7~-73~ 972.00 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) H'(1"}~{\'::; ~FV 9/,0.(., This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~ /7? ~A__/," Local Registrar _ ~ Fee for this certificate, $2.00 p 7885597 DEe 0 8 2001 Date 21-01-1152 43 Aev. 2187 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH' VITAL RECOROS CERTIFICATE OF DEATH NAME OF OECEDENTcf,;s7Middie~------- .-. .. Florence E. Bliss STATE FilE NUMBER 94 UNDER 1 'EAR _ 00,. SEX a. female ~~CURlTY NWER .. - 0114 DAlE OF DEATH IMCIVI. Oa-r_ .teaI) ..Dec. 6, 2001 AGE (laSl BIftt'IOay) 'ro. UNDER , OIlY -1- 8/IU..uce IC........ S&aIiI Of Fcreq1 CounIr.,., 07 Corona, NY PlACE 0# DEATH ICt\edl aNy one -- 'iN 'nSI.ucl~ on 0It'eI s.oet HOSPITAL, 1....._ 00 ER/OuIpot.... 0 ::;""10 COUNTY OF DEArH Cumberland RACE. Amenean....n. 8IKk. Whil.. Me. (~) White Ie. . 1~ 11~ DECEDENT'S "AlLING AIlOAESS (51..... CCy/lOwn. SlaIo.Z..CcdeI :3 Cedar Cliff Dr. Camp Hill, Pa. 17011 ,.. """llfR'Jl1"lME IF.... """""Last' ~hl~lp vppenheimer II. 1NI'0000000T" NAMf. cr"""".., M1Chael. tlangs IotETHOIl OF DISPOSITION O - 0 eo......... ~ __so...o _ 0Ul0r~ . 11.. :t0~"9S~oce CoMpIet. ilems 23a-c onty when cet1itytng pbpician . not availebte.1 bme of death 10 .. c:ertJIy cauM of de..... DECEDENT'S ACTUAL ReSIDENCE (__ on oIW SIde) ""'5 DECEDENT EveR IN u.s. ARMED FORCES? ....0 No(]l Pa. II. DECEDENT'S USUAL OCCU......ION (Give kRSoI WOf'k done dutlllQ moll ~._;dDnoIuM'*ed) E~ ... ..-rAlSWUS._ -.........-. wtaoT/&r"'" SUAVIVING SPOUSE I" WIle. QlY8I'N1lden n.me) .7lt. Cumberland 0;0 - ...... _7 ,7..0 ::..-::::.:::.. MOTHEl"S NAME iFnl. MICkIe. UaIden 5u'~ II. Annie Mc Cormack INI' \::lMAllM~ISIr....ChfilIon.SloIo.ZI\.~ P ::i. lO"tn ::i"tree"t l.:amp 1:111.~, a. =~SPOSlTION._..~4<'t c,........ ~e?n'"r'sSl.tOfrk;'- Le banon ay.?n 0 Pa. Lower ..... 17a. 51... - ORE OF IlISPOS1TIOH _.lloy.-, o ..pec. 8, 2001 OR PERSON ACTING AS SUCH LICeNSE 'a'rr~48 L aD. Ihe beat of my knowtedge. death occurred.c the ume, d8t. And ~ Slated .and'''. Co. ation Services Inc. .. 1kMcb c DUE rotoR AS ACONSeOUENCE OF), DATE SIGNED (_.Day. _I 1>>. _. ""'5 CASE REFeRRED TO "E~INERlCDRONeR7 ....~ rJJ NoD ... ,--..-. PART.: llIIloroignill<4ot_conIriIluting.._I/l..... : =-..:= naI resulting in the undlIttying C8UM given in PART I. I I I -. .Me OF DEATH DATE PAONOuNceo DEAD (Month. Dav. ~ar) '",at. .. t ... e P ". H. \ 4- y- 0 \ 27. PART I: En.., the diseases. injuries Of c:ompIicaboN, which caused the death. Do net....er the mode of d'(ing, such as cardiac Of 'npi,atory a.,.. shoc. or hIIatt f...... U.. only one cauM on each 1iM. I : .. WERE AlIlOPSV FINDINGS IUUt.A8lE PRIOR 10 COMPlETION OF" CAUSE ~ OERH? DUE 10 lOR AS A CONSeOUENCE OF), DUE 10 lOR AS A CONSEOUENCE OF)' MANNER OF DEATH DATE OF INJURY (Monf\. Day, ....1 TIME OF INJURY INJURY R WORK? DESCRIBE HOW INJURY OCCURRED. _.... fi o o Homicide o o o PlACe OF INJURV _ AI home. 'arm, II'.... tlCtOfy, olfic:e M. ............. ,Spec""l _. 'Me 0 NoD .... 0 Noli ...0 NoD -.. - Pending IfwMIi,galion ... ~{' ~V ,.If o Coutd not be "'.,mllwtliS ... aD. CERTIFIER (Check oni., one) "CERTIFYING PHYSICIAN (Ph)'SlClal'l cet'1Ifyn] cause of deaV\ when anohJr phYllCoan has ptOl1OllnCed death ancJ completed Item 23) To.... -.. 01 my knowledge. ..... occurracIdue.", cau..(s. and manner.. alated. . . . . . . .. ..................... ft. "PRONOUNCING AND CEATI'VINQ PHYSICIAN IPhyscan boIh pronouncIng <lealh and cenffytng 10 cause of dealhl TD tM bnt at my knDwtedgfl, dea'" occur...... at.......... dale..nd plac:e, and d....lo 1M ca"..,.) and manne,.. al.1ted.. .MEDlCAL EXAMINER/CORONER On the baai. of ...minallon and/or In"..ligation. in my opinion, de.th occurred .. the time. d..e, and place..nd due to Ihe cau..(.) and MAnn.r as .1a1M.,. , . . ... . . . , .. . . , _. . .... . ... . . . . ........ . . ....... .... . .... .... . ........ ............... .. ,....... 31a. REGISTRAR'S StGNATURE AND NUMBER Pa. .~t?/_ c <:, ~ '--.... \"" ....... " " "- ,\ c. .,) \"~ \ ~ ,\ '. ~ ). ; ,) , { " '\". . - . ~ . 21-01-1152 CW7I! if c:fhrtJnctJ GG. ~!iss I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, in equal shares, as follows: A. ST. ruDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, Tennessee; B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of Mechanicsburg, Pennsylvania; and D. A scholarship fund for students with financial need to attend Harrisburg Area Community College, to be set up through the Harrisburg Area 1 . - . Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. i:> -6 " ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my r- possessions and estate of every nature and wherever situate, in equal shares, as follows: "- " '- A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, ~ \'I) ',,---- Tennessee; B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; ~. C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of ~ t \, ,CJ (' \'-. Mechanicsburg, Pennsylvania; and D. A scholarship fund for students with financial need to attend Harrisburg Area Community College, to be set up through the Harrisburg Area \l Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last will. ITEM V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court 2 . - . approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this (-1 day of L. l ,2000. v >;:-) p C- o ..-.-' t-',' ;/ /[...c'-lCYJ~w.--',. FLORENCE E. BLISS )~L 3 . - . The preceding instrument, consisting of this and THREE other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by FLORENCE E. BLISS, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. 4 - COMMONWEALTH OF PENNSYL VANIA ) ( SS: ) COUNTY OF CUMBERLAND The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. :-/ n ~ (;/~ j. , c"/,/C~-N;__.vu c... _~~ FLORENCE E. BLISS COMMON ) ( SS: COUNTY OF CUMBERLAND ) WE,]jtkJ L..tA~~ and VO\J61itS J. ~Sl}itthewitnesseswhose names are signed to the attached ot/foregomg mstrument, bemg duly quahfied accordmg to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. L .I!: NOTARIAl SEAl. WENDY So CM:~,m{o, NattilY Pul-~ Lowsr Alkm Twp., CumZxoriond ~'I'lfl< M1~1 ExphsMay 10, 2003 5 -.J CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: FLORENCE E. BLISS Date of Death: DECEMBER 6,2001 Will No.: 21-01-1152 Admin. No: To the Register: I certify that notice of beneficial interest (estate administration) required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on NAME ADDRESS S1. Jude Children's Research Hospital 501 S1. Jude Place, Memphis, TN 38105 Holy Spirit Hospital 503 North 21 st Street, Camp Hill, P A 17011 Humane Society of Harrisburg Area, Inc. Sinclair & Eppley Roads, Mechanicsburg P A 17055 Harrisburg Area Community College One HACC Drive, Harrisburg, P A 17110-2999 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: Da~~: ,//ta/M ",' 0 ,) ~ Signature: ~~Jl Michael L. Bangs, A 302 South 18th Stre Camp Hill, P A 17 (717) 730-7310 o::::t - .,...1 clir-; ~fj . ~j') OlD Q)a: a: z .:::z:;: -, ,;,'J '- (\) .. .0 'c >= ill = ."""... .,.., au Capacity: Personal Representative ~ Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Florence E. Bliss No. also known as Date of Death 12/06/2001 , Deceased Social Security No. 076-10-0114 Michael L. Bangs, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I !We verify that the statements made in this Inventory are true and correct. l!We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Michael L. Bangs Attorney: 1.0. No.: 41263 Address: 302 South 18th Street Camp Hill, PA 17011 Telephone: 717/730-7310 Personal Repres~ntative ~ Signature: (~^,r(/C~ Michael L. Bangs Signature: Address: 302 South 18th St. Camp Hill, PA 17011 Telephone: 717/730 - 7310 Dated: Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 3,116,907.80 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form#RW-7 (1992) Estate of: Date of Death: County: INVENTORY Florence E. Bliss 12/06/2001 Cumberland CASH: Allfirst Bank - Jumbo CD 86310016013876 100,000.00 Al1first Bank - Jumbo CD 86310016014008 100,000.00 A11first Bank - Interest on Certificates of Deposit 826.66 Miscellaneous cash on hand 16,200.00 Miscellaneous cash on hand 550.00 Miscellaneous cash on hand 7,105.00 Miscellaneous Cash on Hand 4,020.00 Proceeds from sale of Automobile 750.00 Auction proceeds (Sale #1 3/11/2002) 70,879.02 Citizens Bank - Account No. 01189118 102,000.00 Citizens Bank - Savings Account #00126-750041 630.23 Citizens Bank - Interest on certificate of deposit 940.50 Dividends on various stocks 3,316.42 -1- First Union National Bank - Certificate of Deposit #247412041490520 First Union National Bank - Interest on Certificates of Deposit M&T Bank - Passbook Savings Account 210000000994120 M&T Bank - Certificate of Deposit 31003910181286 M&T Bank - Certificate of Deposit 31003910327137 M&T Bank - Interest on Certificate of Deposit M&T Bank - Interest on Certificates of Deposit Mellon Bank Savings Account - Interest on Certificate of Deposit PA Department of Revenue - 2001 Income Tax Refund PNC Bank Corporation - Certificate of Deposit 31600176040 PNC Bank Corporation - Certificate of Deposit 3190018082 PNC Bank Corporation - Checking Account 5140005076 PNC Bank Corporation - Checking Account 5140133625 PNC Bank Corporation - Savings Account 5130074182 -2- 100,000.00 1 ,140 . 77 12,204.92 100,000.00 100,000.00 792.13 2,063.91 609.88 64.00 6,977.24 104,550.00 169,257.90 12,427.61 1,020.26 PNC Bank Corporation - Interest on Certificates of Deposit PNC Bank Corporation - Interest on Certificates of Deposit Prudential Alliance - Interest Earning Checking Account KZC-1l6144 Prudential Financial - Redemption of Shares Refund - Refund from AARP Refund from The Woods 2001 IRS Tax Refund Waypoint Bank - Certificate of Deposit #1000003353 Waypoint Bank - Checking Account #1000009687 Waypoint Bank - Certificate of Deposit #1056321622 Waypoint Bank - Interest on Certificates of Deposit PERSONAL PROPERTY: Proceeds from auction sale of personal property -3- 640.36 619.48 6,158.98 341.28 265.50 5,067.52 1,251. 00 84,050.75 3,038.09 100,032.47 515.90 27,259.51 1,220,307.78 27,259.51 STOCKS/LISTED: 750.00 shares AT&T - AT&T 54.00 shares Avaya - Avaya 100.00 shares Corn Products International Inc. - Corn Products International Inc. Cumberland Valley Cooperative Assn. - Stock Liquidation 111.00 shares Delphi Automotive Systems Co. - Delphi Automotive Systems Co. 32.00 shares Dlectronic Data Systems Corp. - Electronic Data Systems Corp. 100.00 shares E.I. Dupont DeNemours & Co. - E.I. Dupont DeNemours & Co. 5,808.00 shares Eli Lilly and Corporation - Eli Lilly and Corporation 160.00 shares General Motors Corporation - General Motors Corporation 24.00 shares GM Hughes Electronic Corporation - GM Hughes Electronics Corporation 2,400.00 shares Hershey Foods Corporation - Hershey Foods Corporation 648.00 shares Lucent Technologies Inc. - Lucent Technologies, Inc. -4- 13,462.50 675.00 3,355.00 100.00 1,589.52 2,287.04 4,529.00 476,720.64 8,364.80 351.12 156,864.00 5,462.64 .. 156.00 shares Morgan, Stanley, Dean Witter & Co. - Morgan, Stanley, Dean Witter & Co. 4,380.00 shares Pharmacia - Pharmacia 100.00 shares Sears, Roebuck & Co. - Sears, Roebuck & Co. 876.00 shares Solutia Inc. - Solutia Inc. 184.00 shares The Allstate Corporation - The Allstate Corporation BONDS: 84 Series E and EE Bonds (Group 1) 24 Series HH Savings Bonds (Group 2) 178 Series E and EE Bonds (Group 3) REAL ESTATE/PA: Sale of Lots #152 and #153 Sale of Lots No. 154 and 155 Real estate located at 3 Cedar Cliff Drive, Camp Hill -5- 8,810.88 193,727.40 4,590.00 12,509.28 6,073.84 136,469.16 23,000.00 475,104.28 78,217.16 73,672.48 183,404.77 899,472.66 634,573.44 335,294.41 I?-~-cr ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISI~' DEPT. Z80601 ~ HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX iFP 101-021 MICHAEL L BANGS ESQ 302 S 18TH ST CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER (, COUNTY ACN 10-22-2002 BLISS 12-06-2001 21 01-1152 CUMBERLAND 101 J flORENCE E Allount Rellitted toO t MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE ~.!~~~~_!.!!!~__"-!~!-_______!!:"_--_!'!:.~!!L~~.!'!~_.._~!}_~~_i;1~;'~~~;;.!!~~~:~~---------------------- REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPKAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND A~SESSMENT OF TAX ESTATE OF BLISS flORENCE E FILE NO. 21 01-115:' ACN 101 DATE 10-22-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE ~ESERVATION 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) S. 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) 335.294.41 1.534.387.38 .00 .00 1.247.226.01 .00 .00 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 3,116,907.80 (8) (9) (10) 130,862.01 2.800.46 (11) (12) (13) (14) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule 1) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 133.662 47 2,983,245.33 2,983,245.33 .00 1~ an a.s....ent was issued previDU.~' 1in.. 14, 15 and'Dr 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T X TS: NOTE: 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 .00 X .00 X .00 X .00 X (19)= + INTEREST/PEN PAID (-) AMOUNT PAID DATE NUMBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .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 DlI A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (6-68) . '*' INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Florence E. Bliss 2101-1152 REVIEWED BY ACN John Kuchinski 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES The recapitulation page has been corrected to reflect the Net Value of the Estate passing to charity on Line 13. ROW Page 1 COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION FILE NO. 21-01-1152 ESTATE of FLORENCE E. BLISS, Deceased Late of Lower Allen Township, Cumberland County, Pennsylvania Date of Death: December 6, 2001 Date of Grant of Letters Testamentary to Michael L. Bangs, Executor December 20, 2001 Date of First Advertisement of Letters: January 4, 2002 Date of Accounting December 6,2001 to October 20, 2003 PURPOSE OF ACCOUNTING: Michael L. Bangs, Executor, offers this Account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the Account be carefully reviewed. Requests for additional information or questions can be discussed with: Michael L. Bangs, Esquire Bangs Law Office Attorney Identification Number 41263 302 South 18th Street, Camp Hill, P A 17011 (717) 730-7310 GROSS ESTATE: $3,091,410.22 - 1 - ASSETS- CASH I BANK ACCTS. Cash on Hand 1/14/02 $550.00 1/15/02 $16,200.00 2/26/02 $7,105.00 7/18/02 $4,020.00 Waypoint Bank 1/18/02 $3,022.69 1/18/02 $84,172.53 1/18/02 $100,110.38 --------- 1/18/02 $515.90 ------~_.._..~-------- Allfirst Bank ----~.~--- 1/18/02 $150.00 ------~-- 1/18/02 $150.00 2/22/02 $183.33 2/22/02 $160.00 2/22/02 $100,146.67 2/22/02 $100,187.92 PNC Bank ~----,-- 2/22/02 $640.36 Interest on Certificate of Deposit --.-----.,----- 3/10/02 $619.48 Interest on Certificate of Deposit -----~--" 10/4/02 $370.54 Interest on Certificate of Deposit 10/4/02 $362.58 I nterest on Certificate of Deposit 11/1/02 $1,024.70 Account #5130074182 _.._-----_._._----~ 11/1/02 $12,934.70 Account #5140133625 11/1/02 $170,769.73 Account #5140005076 11/1/02 $104,681.13 Certificate of Deposit #31900180822 u~i!~~$7,060.88 Certificate of Deposit #31600176040__~ First Union ------------.---. 1/18/02 $1 , 140.77 I nterest on Certificate of Deposit 2/22/02 $100,213.21 Certificate of Deposit #2474120414 -~------~---- Mellon Bank -------._------------- 2/22/02 $940.50 Interest on Certificate of Deposit 3/1/02 $609.88 Interest on Certificate of Deposit 3/1/02 $102,826.35 Certificate of Deposit ----_._------._~_._~- M& T Bank 1/18/02 2/22/02 3/15/02 4/16/02 4/2/02 uaUIDA TION DATEt-AMOUNT , ______-+_27,875.00 --+-=---=~=-~=== , ----- -----.-1------_.____ --t-----------.- ! - =-_-=-~ _ ___ 1=167.82150 I .- ~-=-;-~'4641 0 I -- L-- =L-===--L-==- - I-===T-=~= -+.==--==~----=~~=== , I --f= =-=~=-~=I _ 101,353.98 - . t----- f- _I I 104,376.73 ---l+ _ _ ~4-= . - -=-r ~15.26091 .- .- .-1 =-- - -=-!- =-:- -. $845.38 Interest on Certificate of Deposit $800.96 Interest on Certificate of Deposit $792.13 Interest on Certificate of Deposit $417.57 Interest on Certificate of Deposit $12,242.31 Passbook Account $200,162.56 Certificates of Deposit #31003910181286 -- and #31003910327137 --~~~------..._~----- Checking Account #1000009687 Certificate of Deposit #1000003353 Certificate of Deposit #1056321622 Interest on Certificates of Deposit I nterest on Certificate of Deposit Interest on Certificate of Deposit Interest on Certificate of Deposit Interest on Certificate of Deposit Certificate of Deposit #86310016013876 Certificate of Deposit #86310016014008 ------i--- -------- --------1- --- ~E~3::~;~;~:~nd (2~01) - ~~~-___~n _ ___ -_-_-_-_-__-_ =t=' -=~ ~~~J~/2:37~;~~~f~ -- _ 651,,'2201~~40~1...:40~~~ I~S FE:!~erallncome Tax Refun<!1~QOJl_____ _ ~= Prudential Alliance Account it- ---------------------- ------------------r----- ------ ---------- Refu~~fro~_~IC<?gompa~~________________________ ' _ 10/4/02 __~54 UaUIDA TION DATE AMOUNT - 2 - I 10./4/0.2 8.94 I :----1D/4/D2-+---15~86 . --c- 10./23/0.2 2,743.66 . 1/14/0.2 to 9/12/0.3 1,760..23 4/2/0.2 to 9/12/0.3 -- 2,998.41 8/26/0.2 to 8/26/0.3 3,189.40. ----+--.-------,-- 4/2/0.2 to 9/30./0.3 10.,786.12 ~--~ 8/8/0.3 ~ . 1,170.,955.69 :'~ello~:~o~~I~SONAI. PROPERIY----: ...- =-. -+= . -- - - 21:7/021. --~50: ~)e of personal property at auction (3/11/0.2) '------. .1. - _-',' 33//1111__//_DD.22t 2~87D"'828875899-.'~55D--231~ ~ale 9f personal property at auction (3/11/0.2) -f--- _ _.___ __ ASSETS - STOCKS I BONDS 1-------- !--- E, EE ~nd HH Savings Bonds (values depending on maturity; final liquidation 8/15/0.3) 8/15/D3P' 639,0.71.0.8 Redemption of Prudential Financial Shares 2/27/0.2, 341.28 ~tocks liquidated 1/30./0.2 and managed by The Investment Center in brokerage account ---- - -J-- _____ AT&T ($12,799.80.) -- .- ---- - ------ Alls~t~ ($5,77~~L_____._ --+--- _ ____ ____I2~ya, Inc. ($362.39) __--+__ Corn Products International, Inc. ($2,750..95) ---~~-=-~---=-- --===-=-=~~-;----- -- -- u_~~:~~~~,~~~e8~ystems Corp ($1,466.75) -. - .. F... : ::1=- - . ~~~~a~r~.0\~;~7~:~~~~$7,823.25) . --~=-___= General Motors Corp. Class H ($315.39)___ -- ~~~~~;f{;~g::~~f~:)49) . -1 ~ .. _~t . .~--= -. i~;~~~~~~;~~:::)5)-J--=- ..._i/3~L~ 834,4760.9 Dividends and Interest accumulated in brokerage account from stock prior to __liqUidation and interest fromT Bill purchased with proceeds __1-_ . _-. _ 1,-.51//2165-//D~~3 -__ ...8,94~_87:."9j_66 ~i_I!.~~rest on bro~_erage account . Stock Dividends I .' _~~~~~t[$~:.~.~6) =--- ---=----=f --=-=~~;~~~ I --=---- -- '.-'~..or~J=>.roducts International, Inc. ($10..0.0.) ---- 1--- _ 2/22/D2l-= =---== _ [)ele!1lAutomotive SystemsCorp. ($7.77) _ ----___ _ 2/22/10.2 _ __ ____ _DuP.9r:!t ($112.5Dt____ ___ _..2-/22/0.2 __ __ __ ED~ Corp. ($4.80.) ____________ _____ _ ___ _ 2/22/0.2 _____ Eli Lilly & Co. ($1,626.24) , 2/22/0.2 General Motors Corp. ($80..0.0.) ---- ~ 2/22/0.2 ----Hershey Foods ($726.0.0.) _ ---------t-=- - 2/2~I02 =-- _ - _- _ _ Mo_r.gan S_ta_nleY_(_$35.88) 2/22/0.2 Pharmacia ($591.30.) ___- -- --=-_ _ 2/22Jb2 - - -- __ ~~~rs ($23.0.0.) n_ 'n_______ ------f---- _ 1 /18/0.1_ _ ___ Ratheon Class Action Pro-Rata Settlement The Travelers (Refund of Home Owners Premium) Proceeds from MaNY Life Insurance Policy Interest earned on M&T Bank Estate Checking Account #8892339584 Interest earned on M& T Bank Estate Certificate of Deposit #31 0.0.390.81460.86 Interest earned on M& T Bank Estate Market Index Account #150.0.41981610.59 Interest earned on PA State Bank Estate Account #260.15560. Liquidation of VanKampen Funds --- . - 3 - ASSETS - REAL ESTATE Sale of Lots #152 and 153 Sale of Lots #154 and 155 Sale of 3 Cedar Cliff Drive, Camp Hill L1QUIDA TION DATE AMOUNT 2/22/02 3,316.42 -------+-- , 3/14/02.1.QQ.Q.Q _-1==____p,486,271__~ . ---=-. ---=- .. . ~= ~;;~~ ~~:~;~~ 7/1/~ 18340477 -j--------- , - 335,294.41 I------------------j-----__ , ! -----1 3,091,41-0.22 1---- Solutia, Inc. ($35.84) Cumberland Valley Cooperative Assn. TOTAL ASSETS: - 4 - EXPENSES OF ESTATE "-------+----- DESCRIPTION ------~ DATE PAID 12./7/01+AMOUNT92.68 Duty's Lock & Key -I Register of Wills (probate fee) _ F-- 12/19/01 972.00 Cumberland Law Journal (advertising)__ 12/26/01 75.00 "!"he ~~ntinel (advertising~__ 1/24/02 80.87 t=>~stmaster __ J 3/21/02 3.10 Register of Wills (short certificates) -=L1--=="-- 33//2268!./00D22I "___ 8159'".2050 The Travelers Insurance (home owners premium) ~ ~:t~~::~rs Insurance (home owners premium) .. -_ . ~9~/~10~/;10022 2_ .490 59...~0401- Register of Wills (inheritance tax return filing fee) . :~::~::::~-1==---1~~:~~~~__"1 ~:;~ Regist~r of Wills (short certificates) ---" = 1-= 6/24/0C 1500 ~t. John's Cemetery (Lot purchase and opening) _ --~ 1/16/0~t=~ 700:~0 Verizon (Phone bill at The Woods) ___ _Ji1!/02 12.95 Verizo~hone bill at Cedar Cliff Drive property) 1/17/02 39.72 Lower Allen Township (Refuse and sewer 1/1/02 - 3/31/02) -~~--=---==r-- _o1/17/Q~_= 67.?0 PAWC (12/6/01-1/7102) _ ___ __ f-_......1f121DL __21.09 Allfirst Bank (lost safe deposit box key expense) M&T Bank (check order fee) Brockie Pharmatech (services of 11/27/01) Zimmerman Landscaping Musselman Funeral Home -----_._._~~--~- ~a.11~ Cem~tery Memori~__ Comcast Cable _________. __.__._n________________ PP&L Electric ---_..__._~--_.- --------- V~l"i.zo~___o _0__ 2/27/02___~~87 PAWC (1/7/02 - 2/6/02) 2/27/02 10.24 PP&L Electric (1/11/02 - 2/11/02) ----r--~--=--=-2/2~~02 ~~-=~_ 33.27 Eberly's Mills Church of God (auction help; use of facilities) ! 2/28/021 250.00 ~~~~~n~:k:~~;:~::':'::h of investments/date of death values) ._._"..-. -- f --;3//32r6~~/. ~OgL22 -~. ;50"~0~.Q ~0.00 Cordier Antiques (opinion of value for print) . _ 0 0 0 ..0 I..~Custom Frame Shop (reframing of print) 0__ _ 3/26/02~9.22 ~~~~n (2~6/02~-o3/6/~2! __=-" o. ~=-~~;~~~; -==-~ ~}~ !:~&L Electric (2/11/02 - 3/12/02) "__________--L..___~~26/(J'!:1__~8.7? Bonnie Miller, Treasurer (2002 Real Estate Taxes - Lot) f" 3/26/02l 175.22 ------_. - -'----.-------------.-- -----------"-I--,-,-_._-~--~ !i~1::f;~~r~~~~~~~~~::;eTax~S-H~U~)~-= - - -- .-- - i- ==~!ll-=~!j Lower Allen Townsh"ip (Refuse and sewer) ". 1----04/16/0~2i "67.50 Lowe. r Allen Township Police Dept. DARE & Youth Fund (person. nel at auction) . ! .... ~/22~b2. 20.0.00 ~t>.~rly's Mills Church of God (auction help-use of facilities) . _____~/2212'!:_ ~O.OO BOler B."Ritter (prep~ration of 2001 tax returns) _"__~26/0? __~25.00 Johnson Duffie Stewart & Weidner 5/13/02 360.00 - 5 - DESCRIPTION DATE PAID AMOUNT PAWC 5/13/02 10.51 Verizon 5/13/02 20.08 ------ '--~ ._-_._-~ PP&L Electric = 1=-- ____5/3g/02 ___23.13 Pecora Engineering (survey of lots) 5/30/'l2 3,515.00 Park Custom Homes (repairs to real estate) _ _._== 61~1/02~~700.00 Johnson Duffie Stewart & Weidner 6/11/02 270.00 PAWC 1--6113/02,---11.57 Park Custom Homes (yard drain installation at house) I_=--= 6/1~02r--- _ 350.00 Verizon f-== --- - 6/24/~-_~.81 PP&L Electric 6/24/02F 13.28 Procopio Landscaping (services at house) __ ___- 6/2~~~ - _ 530.00 Procopio Landscaping (services at house) --+ 7/8/02 190.80 Environmental Compliance Management, Inc. (hazardous waste disposal) ~ - ~ 7/8!~~,205.00 PP&L Electric , 7/8/~L_ 5.98 :::r ot-WIIS (:dditi:n~1 probate tees due) - - u - - . ==t - - . ~~;:;~~l= 7~~~~ Boyer & Ritter (preparation of estate tax returns) ----r---.- 1/317~-- 625.00 Boyer & Ritter (preparation of Federal 1 041 and PA 41 returns) ~= 4/18~- 22. 5.00 Vital Records (additional death certificates)__~/3~~ _ 3.00 Register of Wills (filing fee for Final Accounting) 116 00 Boyer and Ritter (preparation of final estate tax returns)---t-- 500:00 Postmaster 10.00 Michael L. Bangs, Esquire (Partial Attorney's fee)-.12/31/02.-_~0,000.00 Mi~ha~ L. Bangs, Esquire (Remaining Attorney's fee) _____-1--_ 6934000 ! 126,238.39 - 6 - . . . . . RECAPITULATION I I ~ . -_._~~--- f---~- ~_._-~---- f------- ASSETS AVAILABLE FOR DISTRIBUTION ~ 3,091,410.22 LESS EXPENSES ._~-----+-------=-=-=-- _ -3 ~--:--L .126'23~ ----- -~ LESS DISTRIBUTIONS MADE TO CHARITIES St. Jude Children's Hospital (partial distribution on 12/4/02) . ..,.. ~.=-I~~~:~ Humane Society of Pennsylvania (partial distribution on 12/4/02) The HACC Foundation (partial distribution on 12/4/02) _~_._+--____~. 500,000.00 ~oly Spirit Hospital (partial distribution on 12/4/02) . ~ E --=-=1 00000000 FUNDS AVAILABLE FOR DISTRIBUTION - . . ..~-~ :~::;~ PROPOSED DISTRIBUTION St. Jude Children's Hospital ~. -__--] 241,292.96 Humane Society of Pennsylvania The HACC Foundation --'-'-'-'-~--~_._._~._---_._-_.,-- .-1... ~.. .~ ~ j:m~~ Holy Spirit Hospital ....------- -----,-..'-------- -_._---~--,-_.._--_.- ------~-~------.._- I - 7 - AFFIDA VIT MICHAEL L. BANGS, Executor, under the Last Will and Testament of Florence E. Bliss, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to the best of his knowledge, there are no claims now outstanding against the estate; that all taxes presently due from the estate have been paid; and that more than four months have elapsed since the first complete advertisement of the granting of letters in this estate. , k1~ MICHAEL L. SUBSCRIBED AND SWORN TO BY MIC AEL L. BANGS, EXECUTOR BEFO T I 00 DAY OF r ,2003. QUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. '.) - 8 - EXHIBIT A Letters Testamentary and Copy of Will WHEREAS, on the 20th dated January 17th 2000 was admitted to probate as the last will of BLISS FLORENCE E (LAI::)'l' , !<'lKI::)'l', IVJ1UULt;) Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2001-01152 PA No. 21-01-1152 ESTATE OF BLISS FLORENCE E (LAI::)'l' , !<'lKI::)'l', JVllUULt;) Late of LOWER ALLEN TOWNSHIP CUIVJ.I::lt;KLANU CUU.N'l'Y, Deceased Social Security No. 076-10-0114 day of December 2001 an instrument late of LOWER ALLEN TOWNSHIP CUMBERLAND County, who died on the 6th day of December 2001 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to BANGS MICHAEL L who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 20th day of December 2001. >7bl~{7 ~~P~if'~6{2~ s er l .. l.~fr **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) b ~ ~ ............ ~ ...... '-...., " '). "- \ "'-..J .'-( 'v \ , ) ~ .l ~). \ ,J { ~ '. I. ~ ,"" \. ~. \ ' '. , . "'.T". ----------~_.........__,__.~."'.r. _.~~~,._......,'"",,"_"~._..., '. .....,. .' . CW1!! tJ.f c:yfhrence~. CSB!iss I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, in equal shares, as follows: A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, Tennessee; B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; C. WEST SHORE HUMt\NE SOCIETY OF HARRISBURG, INC., of Mechanicsburg, Pennsylvania; and D. A scholarship fund for students with financial need to attend Harrisburg Area Community College, to be set up through the Harrisburg Area 1 ...,.., _. ,. r, ,... ." , ... l ,r l , Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. " 't, ~, ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my 1- possessions and estate of every nature and wherever situate, in equal shares, as follows: --. ~ --. A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, cJ ~) ~ Tennessee; B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; ~' C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of j ~ J i \ \i'- \1 \ \J Mechanicsburg,Pennsylvania;and D. A scholarship fund for students with financial need to attend . Harrisburg Area Community College, to be set up through the Harrisburg Area Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last will. ITEM V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court 2 ~, 'i""'--,-'-'",,~-,. ,.,~, approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this (1 day of ~~. ,2000. f' . '/' 0 /" t.> 7 ./k-)J4<.<-- (. FLORENCE E. BLISS J"Z ,f ' "-'-~~ 3 . , " f1l)1U. .1 The preceding instrument, consisting of this and THREE other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by FLORENCE E. BLISS, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. 4 , - . ~"'rr' '-'~' "1"" ~"'J ~ r TI COMMONWEALTH OF PENNSYL VANIA ) ( SS: ) COUNTY OF CUMBERLAND The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. c.::..~ll) c..:> /3 r , //~~_. - ~ FLORENCE E. BLISS ) ( SS: COUNTY OF CUMBERLAND ) WE, and V 0 uG titS J'~ Sf}+tthe witnesses whose names are signed to the attached 0 foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight ofthe testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. L ~ D NOTAItW. HAl WINDY $. CH!5&!iO, Notory PubfIc: ... AIlGn Twr., CmIber10nd CcvrJfy Mve_nlll4.l ~.Ntao, 10, 2003 5 Z t""' "tl CJ t""'t""' t"%jtrl t""' ~ trl trl ~ O;J> r:-'en t'r1 t-3 Z ~t-3 0t-3 t-3 (") t-3 Z trltrl :::O;J> t-3 (") , trl trl entrl:::o trlt-3 trl (")e: m ~ :::0 :::0 0-<:::0 OZ trl :::0 :D Ql 3 ^:D .. en t""'t""';J>t"%jCJ en :l.C" Om > <:~t""' trl 0 ~~ N H t"%j t-3 _Cll iil -n~ ~ ...... en ~t::l~ trl trl ;;?5. -I(J) I en H Z en I-I 0 c:= ;J>CJ 0:1 t-3 ::l (") mm ...... trl 0t-3 t""' ~ ::l 0 O:D ('j I t::l ~O H C/l e: :DO . ...... .. en trl 'S.::l ~~ Qi-< ,,-n ~ ...... en Z I:E V1 ...... t-3 2. (") ~- trj N N ::t: ;J> Ql 0 Z' ~S; (J)' ~ I H :::0 -...1- _(J) N "tl 0-< o::l" (")Qo 0 ~o 0 ~ I we: rJl C/l C N Cll :0 0 -I 0 ...... EXHIBIT B Proofs of Publication of Letters Testamentary . PROOF OF PUBLICATION .... ... State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication l~~,'~,~f,i,','bT,'~"',.{,; i U ,E ' ,,'~, "AOMlNlitRATioN on ( ; the E8lale~"" tLORENCE' · E.,IL,'S..I le.o.t.L,o., wer '.' J A".'hTO,'~, hip; co., ,un.tY, 'i l ,ofCuIjlbe nd,PennayH l vanllll,',ditCa...d,Witra ; u~tl~ittJ~~~~'..1 ,1..20400j,liAR'/>>r'0I1.:~J ',.knowlng,them, Illves to. ba Indel!ted to. said " .,' : I, ~itat.lI'rir.l\Iqu.8ted to. ':rn\Kii'lffimedlat8~,;: " .: , p.yme t, and !hoee" ,,, ,'. hllYlil" ~Ia~, i.:wlll'i" P , ",' /illIwlthoU! MI_~~~' i 'A~Y.lt.La" '.~\ " ',;, . ~~~m;;~~~~~~t: ; " "I I ,;:\-~.~:..:~, December 29, 2001, January 5, & January 12, 2002 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. ~x?{~ ,--' ~ January 16, 2002 Sworn to and subscribed before me this 16th day of January , 2002. ~ 0 -~/VZWh Notary Public My commission expires: NOTARIAL SEAL SHI~lEY O. DURNIN, Notary Public CarUsle ~or~.. Cumberland County My CommIssion Expires Aug. g, 2008 ------...-.- .. . . .. . PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VlZ: JANUARY 4,11,18,2002 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Ro;e~ Edit:- BU.., Florence E., dec'd. Late of Lower Allen Township. Administrator: Michael L. Bangs. Esquire. Attorney: Michael L. Bangs, Es- quire. Attorney-at-Law, 302 South 18th Street, Camp Hill, PA 17011. SWORN TO AND SUBSCRIBED before me this 18 day of JANUARY. 2002 NOTARIA ..; LOIS E, SNYDER, Nci:t:iy Public My~ ~~~;i1:cn ~~~ . 4 . EXHIBIT C Notice to Heirs of Filing of Account and Date for Confirmation . . ~ Z ::J o U U < io..:l ~ H ~ Q Z < ~ Cf.l ~ H ~ <J) . C g ai ~.I~. 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REGISTER OF WILLS OF CUMBERLAND COUNTY REPORT OF STATUS OF ADMINISTRATION (For Resident Decedents Dying after July 1, 1984) ESTATE NO. 21 - 01- 1152 Name of Decedent: Social Security No.: FLORENCE E. BLISS 076-10-0114 Date of Death: December 6, 2001 Name of Personal Representative: Michael L. Bangs, Esquire 302 South 18th Street Camp Hill, P A 17011 Capacity (check one) Executor Administrator x Administrator c.t.a. 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 _X_ By account stated to parties in interest Did the parties release the personal representative? Other (explain) Total amount paid to date to creditors and for funeral and $126,238.39 administrative expenses Total value of distributions to date to beneficiaries $2,967,234.83 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 of 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 concluded, a summary report shall be filed annually thereafter until the administration is complete. I certify under penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. Date: t:)-11)3 VvM!JL/ ?Il/) Attorney for Estate /// .I , /// {/ ,-,~~ f;~ 0 f Wills COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-485 EX AFP tDl-051 MICHAEL L BA~S ~~ 20 All:20 302 S 18TH ST CAMP HILL ,~;. P A 1701,1,,, rt ,,~C ~l _, ,-./uU Cumbt; .:C::fiO CO., PA 02-16-2004 BLISS 12-06-2001 21 01-1152 CUMBERLAND 201 FLORENCE E 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 FILES ..... REV=48'3-Ex--AFP-Toi---o3i-----..-NoficE-oF--DETERMiNATiON'-A"NJi-ASSESSMENT---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF BLISS FLORENCE E FILE NO.21 01-1152 ESTATE TAX DETERMINATION ACN 201 DATE 02-16-2004 .00 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) .00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 .00 4. Total Inheritance Tax Assessed .00 5. Pennsylvania Estate Tax Due TAX CREDITS: PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 REY-756 EX lFP IDl-DZl '04 FES 20 m 1 :21 MICHAEL L BANGS ESQ 302 S 18TH ST.. CAMP HILL L-.i:..rl"PA 17011 ,~Gurt CVlTlL2i: IC CO.. PA 02-24-2004 BLISS 12-06-2001 21 01-1152 CUMBERLAND 202 FLORENCE E 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 FILES ....... ii"EV=736-E;CAFPToi:.-02'j-----.i-NofiCE-OF--DETERMINATION-AND-ASSESSMENy------------------------- --- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF BLISS FLORENCE E FILE NO.21 01-1152 ESTATE TAX DETERMINATION ACN 202 DATE 02-24-2004 .00 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) .00 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed .00 .00 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 TAX CREDITS: -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) - CAPB HpRL EplO CRAC KOTK ES C P o 0 R N R 0 E E S N T C o M P T U A T X A T I o N REV-1500 EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER OFFICIAL USE ONLY /'/-,:).Y- ~~ 21-01-1152 o E C E o E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bliss Florence E. DATE OF DEATH (MM DO-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 076-10-0114 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE Copyright (c) 2000 form software only The Lackner Group, Inc. DATEOFBIRTH(MM DO-YEAR) 12/06/2001 06/22/1907 {IF APPLICABLE SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL NUMBER REGISTER OF WILLS SOCIAL SECURITY NUMBER X 1. Original Return 4. Limited Estate X 6. Decedent Died Testate 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) X 7. Decedent Maintained a Living Trust 1 (AttaCh copy of Will) D 9. Litigation Proceeds Received 3. date of death . Remainder Return prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes (Attach copy of Trust) D 10. Spousal Poverty Credit D 11. Election to tax under Sec. 9113(A) (date of death between 12-31-91 and 1-1-95) (Attach Sch O) THIS SECTIONM~T SE. COMPLETED; ALl'CQRIJ1i!Sii'oND~eE'&ll111'4I'IDENTIA"jrAX:l~ORM'ATlI1N'SH~lltDSE;IURI!.c;mIl.:r:Q' NAME COMPLETE MAILING ADDRESS Michael L. Ban FIRM NAME (If Applicable) uire 302 South 18th Street Camp Hill, PA 17011 OFFICIAL USE ONLY (8) 3,116,907.80 (11) 133.662.47 (12) 2,983,245.33 (13) (14) 2,983,245.33 (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 TELEPHONE NUMBER R E C A P I T U L A T I o N 717 730 - 7310 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and 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) . (1) (2) (3) 335,294-.41 1,534,387'.38 None (4) (5) None 1,247,226.01 (6) None None 130,862.01 2,800.46 SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 2,983,245.33 16. Amount of Line 14 taxable at lineal rate 0.00 17. Amount of Line 14 taxable at sibling rate 0.00 18. Amount of Line 14 taxable at collateral rate 0.00 19. Tax Due 20. x X X X .0 0 .0 45 .12 .15 Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 3 Cedar Cliff Drive CITY I STATE I ZIP Carnp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 0.00 Total Credits ( A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Totallnterest/Penalty ( D + E) (3) 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (58) Make Check Payable 10: REGISTER OF WillS, AGENT 0.00 0.00 0.00 0.00 0.00 ~iti~~~i~i,~~~iWi~~ii~~~ii~i~tt~Wli~~ii~~~i~~I~i~i~'ii~~ii~t~6il~i~"~~ ':',*!; 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? . 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. I~'~~~~PPROPRI~TE BLOCKS Yes No ~~ D D D D []] D Under penalties of perjury.! declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. I/S'GY~~~:~'";~~1N :rO?:J'NG RETURN .. .~~?~;~~~.~: l:.~~~;.~~~;.~Ui~.~................ I' Carn Hill, PA 17011 S'G1ATU~~:7~RrT HH_7~ SE AnVE .~~?~;~~~.~:l:.~~~;.~~~;.~Uir.~.. u.. m m.. u.. C , hf- Carn Hill PA 17011 DATE (r J t.' 'f!- d'" '" DATE For dates of death on or after 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not 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. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2) [72 PS 9116(a)(11]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aXl.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. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ---- REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Florence E. Bliss SS# 076-10-0114 12/06/2001 21-01-1152 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with riQht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 Sale of Lots #152 and #153 78,217.16 (See attached settlement sheet) 2 Sale of Lots No. 154 and 155 73,672.48 (See attached settlement sheet) 3 Real estate located at 3 Cedar Cliff Drive, Camp Hill 183,404.77 (See attached settlement sheet) SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) $ 335,294.41 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) - - ,... A B. Y E AN: OEPARTMENT OF HOUSING & URBAN DEVELOPMENT '.oFHA 2.0 FmHA 3. DCONV. UNINS. 4.oVA 5.DCONV. INS. U.S. SETTLEMENT STATEMENT o. 0218B [, 8. MORTGAGE INS CASE NUMBER: L. Nu'e This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. lIems marked "{POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1,03/Qa (02188/02188/221 D. N~Me ANu AuD~Eoo u, eUKKUWeK. I e. NAMe ~ND Auu~coci UcoeLLeR . "M,c A"u AuDKess Uf LeNUeK. Justin D. McClure and Estate of Florence E. Bliss Laura L. McClure G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25.1878915 I. SETTLEMENT DATE: Lot #152 and #153 Cedar Cllff Dr. Keystone Land Transfer, Ltd. Camp Hill, PA 17011 May 22, 2002 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 3421 Market Street Camp Hill, PA 17011 .. 'v ,u"e~o "UN ^. . uc 100. GRu:s:s AMUl N M R WeK: 0 , uU : l'U. ontrac a es nce I on rac a es rice I IlUL l-ersona ropery I ersona rope y flUJ, :::ieltlemen arges 0 orrower ,ne I 1U4 I 10'. I AOjUSrmen s r-or /fems a, y e erm a vance ~us men s 0' ems al_u oy .:.eller In advance lUtl (..;IlYllown laxes 0 406. City! lawn axes '0 lUf, \..,ounly axes 0 ,." 407. Coun Y axes ,0 '.J' lUI:I. ;::.croo " 0 '0.'" 408. Sc 00 " '0 "'" 1U' 409. '10 i ",. m 120 GROSS AMOUNT DUE FROM BORROWER 86,679.41 420. GROSS AMOUNT DUE TO SELLER 85,033.16 200. AMuuN l:::i PAID tj' uR IN BEHALF B R 500. RE NT uue 'u LLER: LU1. uepoSl1 or earnesl money I.UUU.UU xcess eposll \.::.ee Ins rucllons/ LUL. I-'flflClpal Amoun 01 New oan s e emen arges 10 .::.eller 'ne LUj, t:XIS Iflg loan S)laKen SU Jec 0 XIS mg oan s laKen SUOjeCllO 'U'. IOU'. aYOTTO IrsllVlongage ,uo. ayo o secon or9age 'uo eposl " . as proceeus/ 50B. , 509. I yus men s_ror Ilems Unpaid /:jy :::>eller ~us men s " em~ unpa/u oy ;eller 'y own axes 0 510. 'y own axes to ounly axes to 511. County axes 0 COOl lax 0 12. Sc 00 " 0 I'" I'" I"" 010. 220 TOTAL PAID BY/FOR BORROWER i 1,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER I 6,816.00 'A' : JU1. rass moun I, uue rom l'3orrower (line 00.0'".0 1 rass moum uue I 0 ::;eller ,ne jU2. Less moun~....alu cYlror l:lorrower (line , .uuu.uu. ess t"'(eaucllons uue .::.eller (une OLU) ,I 303, CASH ( X FROM) ( TO) BORROWER 85,679.41 603. CASH ( X TO)( FROM) SELLER 78,217,16 OMS NO 2502 0265 "" i!X<?~ Page 2 L. SETTLEMENT CHARGES 700. TOTAL COMMI~SluN Based on Price $ @ % 5,950.00 , PAID FROM PAID FROM DIVISion ot r.;ommlssloif7Tme fUU) as rOIlOWS: BORROWER'S SELLER'S IU1. > <,"OU.VV to ,.....e ax Healty ASSOciates, Inc. FUNDS AT FUNDS AT IUL. > J,UUU.VU 10 ~",,-NKI , Inc. SETTLEMENT SEITLEMENT rUJ. l.,;ommlSSlon ala at ~eUlemem o,"bU.Ul fU4. I ransac Ion ree to 800. ITEM~i'PAYABL" IN <;uNNECTION WITH LOAN 80 . Loan C nglnation r ee U.UUUU % to 802. Loan LJiscount 'fo to B03:' AppraISal ree 10 BU4. cred" Kepon to /:IU:,. Lender s InspeCtion t-ee 10 /jut). Mortgage Ins. App. I-ee 0 ItlUf. flssump Ion ree 0 I dUd I dU". 10m 101' 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. !nterest From 10 @ $ Iday ( days %) ~u:c. MOrtgage nsurance t'remlumror rnonms IO 9OJ: Hazard Insurance Premium for 1.0 years to 904: 90S: 1000. RE DEPU~ITED WITH LENDER 1001. Hazard Insurance T per ~age nsurance $ per 1003. CityTTown I axes $ per 1004. Counly Taxes $ per 1005. School Tax -. per > per 1007. (Q -. per 1008. Aggregate Adjustment @ $ per 1100. TITLE CHARGES 1101. Settlement or Closing Fee 10 11 UL. At s rac or Tille ::iearcr 0 1103. Title Examination 0 11U4. litle Insurance Hinder 0 111U~. Uocument~reparatjon o MicnaeJ L. tjangs, Esq. ~Ul rTl Uti. Notary I-ees to <;A~r 12.00 TmT Attorney s rees to mCIUOes aoove Item numbers: ) rTf01r. IIUe Insurance o KeYStOne Land Transfer, Ud~ FOICY 768.' . Includes above item numbers: ) I 1 1 u~. Lender s l.,;overage > ! 111 u. uwner s l.,;overage > db,UUU:OO- . 1111. I 111 L l.,;losmg I- roleC[lon Letter 111 J. I ax Kecelpts to KeYStone Lana J ranSler, Ltd. 4,UU 1200. GOVERNMENT RECORDING AND I '<;HAK<>"~ 1201. Recording Fees: Deed $ 27.50; Morlgage $ Releases $ 27.50 '-l2UZ.-c...J1Y7CQun y aX/,:)lampsDeea J:OU; Mbffgage <l5U: l:CUJ. ~tate I aX/~tamps: Kevenue ~tamps 55U.UO; Mongage B50.0C 112cr4~ 120S:- 1300. ADDITIONAL ~'" I LEMENT CHARGES- 1301. Survey 10 13U2': J-'est Inspection 0 1303: 1304. 130S: 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 1,646.25 6,816.00 By signing page 1 ot this statement, the sl nalones ackrlOwled e recei loa com leted co Of, a e 2 of lhis two a e statemenl Certified to be a true copy. - 9 9 p py pg pg~ ~ y~ one an ~ttv) Settlement Agent A. Settlement Statement B. Type of Loan Summit Abstract Services, Inc, 3904 Trindle Road Camp Hill, PA 17011 5/28/02 ,. FHA 2. FmHa 3. XX Cony. Unlns. . File Number . Loan Number . Mortgage Insurance Case Number 4. VA 5. Cony. Ins C-1112 PP0719BR N/A o e: s arm s urn s e 0 9 va you a. emen 0 8e ua se emen COli . moun pa 0 an y e se emen agen are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for Informational purposes and are not Included tn the totals D. Name and Address of Borrower . Name and Address of Seller . Name and Address of Lender Jestin L. Kaercher Michael L. Bangs, Executor he Washington Savings Bank, FSB Cassandra L. Kaercher 02 South 18th Street 201 Mitchellvllle Road, Suite 300 5 Riddle Road Camp Hill, PA 17011 Bowie, MD 20716 Camp Hill, PA 17011 G. Property Location lH. Se!l1ement Agent Lots 154 and 155 SummIt Abstract Services, Inc. Camp Hill, PA Place of Sell!emenl I. Settlement Dale (Lower Allen Township) 3904 Trlndle Road Camp Hill, PA 17011 5/29/02 J. Summa of Borrower's Transaction 100 Gross Amount Due From Borrower K. Summa of Seller's Transaction 400 Gross Amount Due to Seller 101. Conlract sales Pr1ce 80,000.00 01. Conlractsales price 80,000.00 102.Personaloroo~ 02. Personal orooertv 103. SetUemenl charaes to borrower (line 1400) 3,528.30 03. 104. 04. 105. 05. Adjustments for Items paid by seller In advance Adjustments for Items paId by seller In advance 106. Cilvltownlaxes " 06. Cllvl10wn laxes 10 107.Countvlsxes 5/29102 to 12131102 51.85 07. Counlvlsxes 5/29102 to 12/31102 51.85 108. Schoollaxes 5/29102 to 6/30/02 20.63 08. Schoollaxes 5/29/02 to 6130102 20.63 109. Assessments to 09. Assessments to 110. Sewer to 10. Sewer to 111. Trash 10 11. Trash to 112. 12. 120. Gross Amount Due From Borrower 83,600.78 420. Gross Amount Due to Seller 80,072.48 200. Amounts Paid Bv Or In Behalf of Borrower 500. ReductIons In Amount Due To Seller 201. Deposit or eameslmonev 14,150.00 501. Excess deposit (see Instructions) 202. Principal amount of new loan{s) 64,000.00 502. Settlement charges 10 sener lline 1400) 6,400.00 203. Existing 108n(s) taken subect 10 503. Elllstlno loanrs) taken sub ect to 204. 504. Payoff first mortoaoe 205. 05. Payoff second mortgage 206. 506. 207. 507. 208. 508. 209. 1509. Adlustments for Items unDsld bv seller Adlustments for Items unDald bv saller 210. Cltvltown taxes to 510. Cltvllown taxes to 211. Countvtaxes to 511. Countvtaxes to 212. Schoottaxes 10 12. Schooltsxes to 213. Assessments to 513. Assessrnents to 214. Sewer to 514. Sewer to 215. Trash to 515. Trash 10 216 16. 217. 17. 218. 518. 219. 519. 220. Total Paid By/For Borrower 78,150.00 520. Total Reductfon Amount Due Seller 6,400.00 300 Cash At Settlement FromITo Borrower BOO Cash At Settlement TofFrom Seller 301. Gross amount due from borrower 1Ine120) 83,600.78 01. Gross amount due to seller lina 420) 80,072.48 302. Less amounts Dafd bv/for borrower Une 220l 78,150.00 02. Less reductions In amt. due seller (fine 520) 6,400.00 303. Cash From Borrower 5,450.78 03. Cash To Seller 73,672.48 HtJD-l (3-B6) RE5PA, HB 4305.2 - (Charges ,...{Sales/Broker's CommIssion based on crlce $ 80000.00 <ill 7.00% 5600.00 Paid From Paid from Qivision of Commission (line 700) as follows: Borrower's Seller's 101 $ 5600.00 10 ERA.NRT, Inc. (Jack GauQhen) Funds at Funds at 702 $ 10 Settlement SelUement 703 Commission paid at Sell1ement 0.00 5,600,00 704 8DO. Items Pavable In Connection With Loan 801 loanOriQinationFee 1.000%to TWSB 640.00 802 loan Discount 10 803, Appraisal Fee 10 Connor 200.00 804 Credit ReMrt to 805. lender's Inspection Fee to 806, Mortgaoe Insurance Aoplicatlon Fee to 807,Assumptionfee to 808 Tax Service Fee to TWSB 85.00 809 Courier/Overniohl Mall to FedEx 30,00 810 Document Preparation to TWSB 295.00 811. Flood Certification to 812. m 61' 900. Items Required Bv Lender To Be PaId In Advance 901 Inlerest From 5/29/02 to 5/1102 '" 13.59/dav 40,77 902. Mortgage Insurance Premium for month 5)10 903. Hazard Insurance Premium for vear(s)to 904. 1000. Reserves Deposited With Lender 1001. Hazard Insurance monlhsta! oermonth 1002. Mortoaoe Insurance months@.! oermonth 1003. Citv prooertv taxes monthsl8l nermonth 1004. Countvorooertv taxes 4 months@ 14.50 o-ermonth 58.40 1005. Annual assessments monthstfb oermonlh 1006. School taxes 11 monthstEb 39.22oermonlh 431.42 1007, Flood Insurance monthslBl oermonth 1008 monlhstl!! oermonth 1009. Aooreoate adiustment (73.04 100. Tlte arRes 1101. Selllemenl or closlno fee to 1102. AbstractorUUe search to 1103. T1!!e examination to 1104. Title Insurance binder to 1105. Documenlpreparation to 1106. Notarvfees to Diane Jenkins 1107,Attornev'sfees to Mlchaell. Banos, Esq. POC (including above !lems numbers: \ 1108, Title insurance to Summit Abstract Services, Inc, 888,75 (including above Items numbers: 1101,1102,1103,1104 \ 1109. lender'scoveraae , 1110. OWner'scoveraoe , 1111. ICS letter Fee to The Securltv Tille Guarantee Corp. of Baltimore 35,00 1112. 1113. Ovemiahlmail to Airborne 20.00 1200. Government Recordlnn and Transfer Charoes 1201 Recording fees: Deed $25.50 Mortaaae$ 51.50 Rel./AsslQn. $ 17.00 1202. City/county tax/stamos: Deed $800.00 MortQage $ 800.00 1203. Statetax/stam s: Deed 5800.00 Mortoaoe $ 800.00 1204. 1205. 1300. AdditIonal Settlement Charges 1301.SuNev to 1302. Pest Inspection to 1303. Radon lest to 1304. 1305. 1400. Total Settlement Charges (enter on lines 103, Sect/on J and 502, Sect/on K) 3,528.30 6,400.00 I Ch Certification I have carefully reviewed the HUD-1 Settlement Statement and to the best of my,knowledge and belief, It Is a true and accurate statement of .11 ""'pts .od dt.bu...moots m.d. co m Y account or by me In this transa,ctlon. I further certlfy~th t I have received a cop~,.~ he UD-1 Settlement Statement. ~1 //' ~~ l:~ yc,__ 1t..I(ct . L ~orro ers or Agents Sellers or Agents Th 0-1 Selllemenl Statement which 1 have prepared Is a true and accurate account oflhls transaction. I shall cause the funds to be disbursed o~an;:e:?~.~emenl. . /.w,", / ~--G.f' P"a/~""'- ;:;;.- ...:) ~YO~ S ment Agent? Date WarnIng: /I is 8 crima to knOWingly make felse statements to the United States on this or any other similar form. Penalfies upon conviction can include 8 fine end imprisonment. Fordetells see: Title 18 U.S. Code Section 1001 end Section 1010. 5/28/02 ---- Loan ID# PP0719B~ ADDENDUM TO HUD 1 SETTLEMENT STATEMENT mm SETTLEMENT CERTIFICATION I have carefully reviewed the HUD~1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction. If further certify that I have received a copy of the HUD-! Settlement Statement. May 29th, 2002 -Date May 29th, 2002 ~Date ~Date ~Date -Date -Date May 29th. 2002 .Date May 29th, 2002 .Date ~Date ~Date ilY'f/~ Je~n L. Kaercher -Borrower ~ -cP ~JJ/L Ca. sandra L. Kaercher ~Borrower .Borrower -Borrower .Borrower -Borrower ~.\~ al:"~ / .Seller Florence K. Bli.. -Seller -Seller -Seller The HVD-I Settlement Statement which I have prepared is a true and accurate account of this transaction. I have caused or will cause the funds to be disbursed in accordance with this statement. 4,- ~~pL.-:c S ent Agent C;/ ."--'19 /02- Date WARNING: It is a crime to knowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and Section 1010. AANAPl ~ 10301996 -- ~ Prep Plus, Inc. A. Settlement Statement B. T pe of Loan 1. FHA 2. FmHa 3. XX Conv. Unins. . File Number . Loan Number 03-. . Mortgage Insurance Case Number 4. VA 5. Conv.ln, C-1124 119-007591942- N/A o e: s ann s urn s e 0 9 va you a 8 emen 0 ac ua 8& emen cos . moun pa 0 an y e se emen agen are shown. Items marked "(P.o.c.)" were paid outside the closing; they are shown here for InfonTIatlonal purposes and are not included in the totals Summit Abstract Services, Inc. 3904 Trlndle Road Camp Hill, PA 17011 6128/02 D, Name and Address of Borrower E. Name and Address of Seller W~ame and Address of Lender James 8. Loop Michael L. Bangs ahington Mutual Bank, FA (Michael K. Huff) Executor of the Will of 00 East Main Street Box 523 RR 2 Florence E. Bliss Stockton, CA 95290 New Bloomfield, PA 17068 Camn Hill, PA 17011 G. Property Location . Settlement Agent 3 Cedar Cliff Drive Summit Abstract Services, Inc. Camp Hill, PA 17011 raceofSetttement I. Settlement Date 3904 Trlndle Road amp Hill, PA 17011 7/1/02 J. Summa.... of Borrower's Transaction K. Summa:::- of Seller's Transaction 100 Gross Amount Due From Borrower 101. Contract sale~ce 200,000.00 01. Contract sale$;ice 200,000.00 102. Personalnronertv 02, Personal nron-;;:- 103. Settlement cha~s to borrower line 14001 8,554.06 03. 104. 04. 105. 05. Adjustments for items paid by seller In advance Adjustments for Items paid by seller In advance 106. Cltv/town taxes to 06. CHown taxes to 107. Countutaxes 7/1/02 to 12131102 378.67 07. Coun'" taxes 7/1/0210 12131/02 378.67 108. School taxes to 08. School taxes to 109. Assessments to 09. Assessments to 110. Sewer to 10. Sewer to 111. Trash to 11. Trash to 112. 12, 120. Gross Amount Due From Borrower 208,932.73 420. Gross Amount Cue to Seller 200,378.67 200. Amounts PaId Bv Or In Behalf of Borrower 600. Reductions In Amount Due To Seller 201. D;;(;slt or earnest money - 5,000.00 501. Excess de~slt 'See Instructlon;l 202. Prlnelnal amount of new loan~ 160,000.00 502. Settlement cha....es to seller fllne 140m 16,973.90 203. Exlstlnn 10a-;;) laken sub ect to 503. Exlstlnn loan(s taken sUblect to 204. 04. Pau~ff first mort-:;"~ 205. 505. Pavoff second mort"8"e 206. 506. 207. 507. 208. 508. 209. 0'. AdJustments for items unDald ~seller A"Cfu.stments for Items unnaid bv seller 210.ci~liowntaxes to 510. Cltvltown taxes to 21 1. Cou;.:taxes to 11. Countvtaxes to 212. Sehooltaxes 711/0210 7/1102 0.00 12. Sehoollaxes 711102 to 711/02 0.00 213. Asaessments to 13. Assessments to 214. Sewer to 514. Sewer to 215. Trash to 515. Trash to 218. 16. 217. 517. 218. 518. 219. 19. 220. Total PaId By/For Borrower 165,000.00 1520. Total Reduction Amount Due Seller 16,973.90 400 Gross Amount Cue to Seller 300 Cash At Settlement FromfTo Borrower 1500 Cash At Settlement TolFrom Seller 301: Gross amount due from borrowe;fifne120 208,932.73 1A01. Gross amount due 10 seller /lIne 4201 200,378.67 302. less amount~ld bvlfor borrower line 220) 185,000.00 1A02. less reductions In emt. due seller lIne 520\ 16,973.90 303. Cash From Borrower 43,932.73 1803. Cash To Seller 183,404.77 HUD-l (3-86) RESPA, HB 4305.2 --- _.drSalesfBroker's Commission based on price $ 'OOOOO.OOiS) 7.00%:::14000.00 Paid From Paid from Division of Commission (line 700) as follows' Borrower's Seller's 701. $ 14000.00 " ERA-NRT, Inc. Funds at Funds at 702. $ " Settlement Settlement 703. Commission paid at Settlement 0.00 14,000.00 704, Transaction fee to ERA.NRT Inc. 100.00 aoo. Items Pavable In ConnectIon With Loan 801 loan Ori Ination Fee 10 802.loen Discount 10 803. ApPraisal Fee 10 Central Penn Aoor~lsers 225.00 804. Credit Reoort 10 FIRST AMERICAN CRECCO 4.75 a05. lender's Inspection Fee 10 806. Morteaoe Insurance ApoJica!ton Fee 10 807. Assumotionfee 10 808. Tax Service Fee 10 lERETA CORP. 71.00 809. Wire transfer fee 10 Wash. Mutual 35,00 810. Document Preparation 10 811. FloodCertlficalion 10 lERETA CORP, 13.00 812. Application deposit to Wash. Mutual (325.00 813. Payment orocesslne to Wash, Mutual 200,00 814 Fundlnn end review fee toWash,Mutual 300.00 ,argo!! 900. Items Required Bv Lender To Be Paid In Advance 901 Inlerest From 7/1/02 10 8/1102 is) 30.14 fdav 934.34 902. Mortnane Insurance Premium for month{sltn 903. Hazard Insurance Premium for Vear(s\to 904. 1000. Reserves Deposited With Lender 100L Hazard Insurance monthsol'il nermonth 79.34 1002. Mo;;;ge Insurance months~ ----;rmonth 1003 Citv---;:;;:;'pertvtaxes months';m ---;;rmonth 1004. Countv- oroo~rtv taxes months~ oermonlh 271.60 1005. Annual assessments monlhsfl'Il oermonth 1006. School taxes monlhstB! oermonlh 932.80 1007. Flood Insurance monthsfRl nermonth 1008. monlhstl'fl nermonlh 1009.A~teadlustmenl 176.48 1100 Title Charges 1101 Settlement or closlno fee 10 1102. Abstract ortllla search 10 1103. Title examination 10 1104. Tille insurance binder 10 1105. Document ~reoaratlon 10 1106, Notarvfees 10 Diane Jenkins 4,00 1107. Attome\J'S fees 10 (Includinn above Items numbers: , 1108 Tille insurance 10 Summit Abstract Services, Inc. 1,508.75 (includl-;;-above items numbers: 1101,1102,1103,1104 -,- 1109. lender's coveralle $ 1110. Owner's coverage $ 111L ICS letter fee to The Securltv Tille Guarantee Corn. of Baltimore 35,00 1112. 2002-03 school real estate tax to Bonnie K. Miller, TC 2,090.46 1113. Overninhlmail 10 Airborne 1200. Government Recordlnn and Transfer Charnes 1201. Recordlnnfees: Deed $28.50 Mortoane $ 54.50 ReI.lAsslnn.$ 83.00 1202. Citv/coun'" -tax/stamos: Deed $2000,00 Mortaaoe$ 2,000,00 1203 Statetax/stam"s: Deed $2000.00 MortQaae$ 2,000,00 1204. Tax cart, fee to Bonn!eK. Miller, TC 4.00 1205. 1300. Additional Settlement Charoes 1301, Survey 10 1302. Pestlnspecllon 10 (treatment for nowder oosl beetles' to Bowers Pest 969,90 1303. Radon test 10 1304. SewerfTrash: 3rd ntr. 2002 to lower Allen TownshIp 67.50 1305. 1400. Total Settlement Charges (enter on lines 103, Section J and 1502, Section K) 8.554.06 16.973.90 Certification I have carefully revl8wod th8 HUD-1 Settlement Statement and to the bellt of my'knowledge and belief, It Is a true and accurate statement of all receIpts and dill rsements made on my account or by me In this transaction. I further certify that I have received a cOPr of the HUD-1 lement Statement. '.J?~ ent Agent <. Date Wamfng: ft is a crime to knowlnglY.(flake false statements to the UnIted States on this or any other sfmlfar form. Include a fine and Imprisonment. Fordetelfs see: Title 18 U.S. Code Section 1001 end Sect/on 10tO. 7/, /oi<- II cause the funds to be disbursed Penalties upon conviction can 6128/02 --- REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Florence E. Bliss SS1! 076 -10 - 0114 12/06/2001 21-01-1152 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 750 shares AT&T - AT&T 10 11 12 13 14 15 16 17 18 DESCRIPTION 2 54 shares Avaya - Avaya UNIT VALUE 17.95 12.50 33.55 14.32 71.47 45.29 82.08 52.28 14.63 65.36 8.43 56.48 44.23 28.44 45.90 14.28 33.01 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 3 100 shares Corn Products International Inc. - Corn Products International Inc. 4 Cumberland Valley Cooperative Assn. - Stock Liquidation 5 III shares Delphi Automotive Systems Co. - Delphi Automotive Systems Co. 6 32 shares Dlectronic Data Systems Corp. - Electronic Data Systems Corp. 7 100 shares E.I. Dupont DeNemours & Co. - E.I. Dupont DeNemours & Co. 8 5,808 shares Eli Lilly and Corporation - Eli Lilly and Corporation 9 160 shares General Motors Corporation - General Motors Corporation 24 shares GM Hughes Electronic Corporation - GM Hughes Electronics Corporation 2,400 shares Hershey Foods Corporation - Hershey Foods Corporation 648 shares Lucent Technologies Inc. - Lucent Technologies, Inc. 156 shares Morgan, Stanley, Dean Witter & Co. - Morgan, Stanley, Dean Witter & Co. 4,380 shares Pharmacia - Pharmacia 12 Prudential Financial - Redemption of Shares 100 shares Sears, Roebuck & Co. - Sears, Roebuck & Co. 876 shares Solutia Inc. - Solutia Inc. 184 shares The Allstate Corporation - The Allstate Total of Continuation Schedule(s) VALUE AT DATE OF DEATH 13,462.50 675.00 3,355.00 100.00 1,589.52 2,287.04 4,529.00 476,720.64 8,364.80 351.12 156,864.00 5,462.64 8,810.88 193,727.40 341.28 4,590.00 12,509.28 6,073.84 634,573.44 1,534,387.38 Form REV-1503 EX (Rev. 1-97) Estate of: Florence E. Bliss Soc Sec #: 076-10-0114 Date of Death: 12/06/2001 Item # Description Continuation of Schedule B (Stocks and Bonds) Unit Value Value at Date of Death Corporation 19 84 Series E and EE Bonds (Group 1) 20 24 Series HH Savings Bonds (Group 2) 21 178 Series E and EE Bonds (Group 3) 136,469.16 23,000.00 475,104.28 634,573.44 ~/JT G 1-21>-02 Frank R. Baker 146 Springhouse Lane Spring Grove, P A 17362 Phone: 717/225-5450 Fax: 717/225-0494 e-mail: frankr.baker@suscom.net January 23,2002 Mr. Michael 1. Bangs Attorney At Law 302 South 18th Street Camp Hill, PA 17011 RE: Estate of Florence E. Bliss Dear Mike, Here is the information you requested concerning the average price and value of the stock certificates for Florence E. Bliss as of the close of business, December 6, 2001. Company Name I Symbol I Shares I Avg. Price I Value 'Baker Hul!hes Inc. BH! 176 35.77 6,295.52 The Allstate Comnration ALL 184 33.01 6,073.84 Avava AV 54 12.50 675.00 AT&T T 750 17.95 13,462.50 Corn Products International Ine CPO 100 33.55 3,355.00 Delphi Automotive SYStems Co. DPH III 14.32 1,589.52 E.I. DUDOnt DeNemours & Co. . DD 100 45.29 4,529.00 Electronic Data SYStems Com. EDS 32 71.47 2,287.04 Eli Lillv and Corooration LLY 5808 82.08 476,720.64 General Motors Comoration GM 160 52.28 8,364.80 Hershev Foods Corooration HSY 2400 65.36 156,864.00 GM HUQ:hes Electronics Comoration GMH 24 14.63 351.12 Morgan, Stanlev, Dean, Witter & Co. MWD 156 56.48 8,810.88 Lucent Technololries Inc. LD 648 8.43 5,462.64 Phannacia PHA 4380 44.23 193,727.40 Sears, Roebuck & Co. S 100 45.90 4,590.00 Solutia Inc. SOl 876 14.28 12,509.28 Total Value: $905,668.18 *Hughes Tool Company changed its name to Baker Hughes Incorporated. The 220 shares of Hughes Tool Company exchanged for 176 shares of Baker Hughes Incorporated. If you have any questions, please call me at 717-225-5450. Sincerely, ~~oL Frank R. Baker srJI'!) 1 -II -07- Prudential ~ Financial Prudential Securities Incorporated One New York Plaza. New York. NY 10292 12121778.1000 January 31,2002 Michael L. Bangs 302 South 18th Street Camp Hill, PA 17011 RE: Account # KZC-1l6144 Florence E. Bliss To Whom It May Concern: This letter is in reference to Florence E. Bliss's Alliance Account. The Alliance Account was established as an Interest Earning Checking Account. Our current interest rate is 3%. The date of death value of the account was $6,158.98. If you have any questions please do not hesitate to call us toll free at 1-877-255-4262 Monday- Friday AM 8:00 to 8:00 PM EST. Sincerely, ~~j(lj~ Marilyn Tirado Alliance Account I REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Florence E. Bliss SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 551! 076-10-0114 FILE NUMBER 21-01-1152 12/06/2001 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 Allfirst Bank 14 15 16 17 18 19 20 21 22 DESCRIPTION Jumbo CD 86310016013876 VALUE AT DATE OF DEATH 100,000.00 2 Allfirst Bank Jumbo CD 86310016014008 100,000.00 3 Al1first Bank Interest on Certificates of Deposit 826.66 4 Miscellaneous cash on hand Miscellaneous cash on hand Miscellaneous cash on hand Miscellaneous Cash on Hand Proceeds from sale of Automobile Auction proceeds (Sale III 3/11/2002) 16,200.00 5 550.00 6 7,105.00 7 4,020.00 8 750.00 9 70,879.02 10 Citizens Bank Account No. 01189118 102,000.00 11 Citizens Bank Savings Account 1100126-750041 630.23 12 Citizens Bank Interest on certificate of deposit 940.50 13 Dividends on various stocks 3,316.42 First Union National Bank - Certificate of Deposit 11247412041490520 100,000.00 First Union National Bank - Interest on Certificates of Deposit 1,140.77 M&T Bank Passbook Savings Account 210000000994120 M&T Bank Certificate of Depos it 31003910181286 M&T Bank Certificate of Deposit 31003910327137 M&T Bank Interest on Certificate of Depos it M&T Bank Interest on Certificates of Depos it 12,204.92 100,000.00 100,000.00 792.13 2,063.91 Mellon Bank Savings Account - Interest on Certificate of Deposit 609.88 PA Department of Revenue - 2001 Income Tax Refund 64.00 Total of Continuation Schedu1e(s) 523,132.57 TOTAL (Also enter on line 5, Recapitulation) $ 1,247,226.01 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-15GB EX (Rev. 1-97) - Estate of: Florence E. Bliss Soc Sec #: 076-10-0114 Date of Death: 12/06/2001 Item # Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Description Value at Date of Death 23 PNC Bank Corporation 24 PNC Bank Corporation 25 PNC Bank Corporation 26 PNC Bank Corporation 27 PNC Bank Corporation 28 PNC Bank Corporation 29 PNC Bank Corporation 30 Certificate of Deposit 31600176040 6,977.24 Certificate of Deposit 3190018082 104,550.00 Checking Account 5140005076 169,257.90 Checking Account 5140133625 12,427.61 Savings Account 5130074182 1,020.26 Interest on Certificates of Deposit 640.36 Interest on Certificates of Deposit 619.48 Prudential Alliance - Interest Earning Checking Account KZC-1l6144 6,158.98 31 Refund - Refund from AARP 32 Refund from The Woods 33 2001 IRS Tax Refund 34 Waypoint Bank Certificate of Deposit #1000003353 84,050.75 35 Waypoint Bank Checking Account #1000009687 3,038.09 36 Waypoint Bank Certificate of Deposit #1056321622 100,032.47 37 Waypoint Bank Interest on Certificates of Deposit 515.90 38 265.50 5,067.52 1,251. 00 Proceeds from auction sale of personal property 27,259.51 523,132.57 t-!I:T'~ ("?'}" -02... - 01/25/02 15:15 ~l ~02 934 2955 CIS 141002/003 iii allflrst Annul Financial Cent"r N,A. PO Box ~ Mmboro, DE (!)966 Janwuy 25, 2002 Michael L. Hangs Attorney At Law 302 South IS"' Street Camp HlIl, P A 17011 Re: Estate of F10rence E Bliss Social Securitv: 076-10-0114 Date of Death: December 6, 2001 Dear Sir or Madam: Per your inquiry doted Joounry 10, 2002 pl.... be a,t!ised ~'mt at the time of death, the above.lUn'led decedent had on deposit with this bank the following: 1. Type of Account Jumbo CD Ac.coWltNumber 86310016013876 OImershlp (Names ~f) Florence E Bliss, Owner Opening Date 1I/09/01 Balance on Date of Death $laO, ()()(J.OO $ NO.OO '-Hili/ ~O:OOh'''h-'''''''' ..... .....-"........-... Accrued Interest Tntai 2. Type of Account Jumba CD Account Number 863100160N008 O...",ership (Names of) Florence E Bliss, OMter Opl!nmg Date 1.105/01 Baumcc on Date of DrJa!A SIOO,OOO.OO Accrned Interest $ 10.00 Total ""$/oo;oT6:oo" ------..-....---........... 01125/02 15:15 ~1 302 934 2955 CIS 141003/003 3. 1)pe of Account Treasury Trading Account Nwnber 2580000148 Nr;ft ,..""J'J O"""1/~J -r~, ':'-'-:J "'''''-""fo-. /vo I/dWl... Ownenhip (Names oj) Florence E Bliss, Owner Opening Date 11116/98 o.'7Ied 100,000 Nan-Nelt CD 1.80% Due 01/04/02 4. Type of A ct;ounl 7roasury Trading 316000662 A.ccount Number OY.'TIershlp (Names of) Florence E Blf.r$, Owner Opening Date 03/15/99 OY.'TIed 100,000 Non-Neg CD 1.80%Duc 12/1110/ 11Ii: letlel' (10iU not {nclud, II"Y nc€ountJ in whIch the decl!(Jsec/ /MY IlllYe bee" lisled a.r Power of At!omey, CWJfodlan afUnlform Trnnsj',rr. Reprn'htt,tiw. p(1Yt~ or Trustee uncftr /l FYrilten Agret17ltnt. I'or fiU1h~r lJlX(IU/lt ill/ormation, do,~JIflJS tlndlor ,.".imbur,fP.mem a/funds reftr ItJ be/o-ov brr1l1ch: PIIlBT MAJ>VLAND RIJILDINC 2~Sr.HARL!SSTREET RAt. TIMORE, .\ID %12GI 410-1..4404966 ~'u. . 1. Assistant I Cis Services, (302) 934-2909 - VI Wayp.,qinJ 01/15/2002 MICHAEL L BANGS 302 S 18TH ST CAMP HILL PA 17011 LOOK FOR US. WE"Ll GET YOU THERE. The infonnation which you requested on the account(s) of FLORENCE BLISS DECEASED (Social Security Number 076- 10-0114) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest ]000003353 CERT]FICATE 02/26/98 84000.00 50.75 84050.75 ]000009687 CHECKING o 1104/95 3037.54 .55 3038.09 Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established SOLE Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, ifany Date Ownership Was Established Additional Infannation Requested PLEASE COMPLETE W-9 IAlTEU5i I'll/I) AT DOO 3'1-7S./1 d.l1.71 ]05632]622 CERTIFICA TE 09130197 100000.00 32.47 ]00032.47 SOLE -'1/ wO. 7 J.. Sincz~.. _ u,/V1 KAfH~~G'VY SENIOR SERVICES REP. PO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll FrEE 1-866-WAYPOINT (1-866-929-7646) . WWW.waypointbank.com fIVl'f) ~,q-01oEE-81-2002 18:23 PNC3ANI< C! F DE~Rn'EfH 412 705 0057 P.Jl/02 o PNCBAl\K January 31, 2002 Michael L. Ban2S 302 South 18~ Street Camp Hill, PA 17011 RE: Estate of Florence E. Bliss, deceased SSN: 076-10-0114 000: 121612001 Dear Mr. Bangs: In response 10 your request for Date of Death balances for the customer noted above, our records show the following: Centtlcllle$ of Deposit Account # 31600 176040 Established 0 I i0412000 FLORENCE E BLISS DOD balance: $6,977.24 + $0.86 accrued interest Interest Paid 1/1/2001 - 12/6/2001 - $213.11 Account#31900J8082 Established 03/10/2000 FLORENCE E BLISS DOD balance: $104,550.00 + $612.52 accrued interest Interest Paid 1/1/2001 -12/6/2001 -$4,880.64 ChecJdng Accounts Account #5140005076 Established 06/07/1993 FLORENCE E BLISS DOD balance: SI69,257.90 + $54.55 accrued interest Interest Paid 1/1/200 1 - 12/6/2001 - $871.36 Account#S14013362S Established 03/0711990 FLORENCE E BLISS DOD balance: $12,427.61 + $3.94 accrued interest Interest Paid 1/1/2001 - 1216/2001 _ $65.26 Pelle 1 of2 FEB-01-20~2 10:23 Ff<crn,IK c: F DEFf~RTMEfH ~12 705 00S? P.02/02 Savings Account Account #5130074182 Established 03/3111 983 FLORENCE E BUSS DOD balance: $1,020.26 + $0.40 accrued interest Interest Paid !ll/2001 - 1216/2001 - $9.22 Please note that this office only provides date of death balance; for deposit accounts (lRAs, CDs, ChecJcing and Savings accaWlts). We do not process any financial transactions or provide statements. It you need assistance with any of these items, please call1.888.PNC.BANK (1.888.762.2265) or slop by your local PNC Bank branch office. Sincerely, @lJJh.pJA. ~ Rachelle Wells 1.800-762-1775 P7-PFSC.04-F 500 r.r.lt Ave. p;U.burih PA 15219 Page 2 cf2 M.""ber FDIC TOTAL P.02 . fIJI'\:> 1-"-02- f~NO Reference 10: 231656 First Union National Bank Ann: Account Verifications POBox 40028 Roanoke VA 24022-7313 February I, 2002 MICHAEL L BANGS ATTORNEY AT LAW 302 SOUTH 18TH STREET CAMP HILL, PA 17011 SUBJECT: Verification / Confirmation of Account and Balance Information provided for: FLORENCE E BLISS (SSN# 076-10-0114) Date of Death: December 6, 2001 Denosit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened Maturity Interest Date Rate Accrued YTD Date Interest Interest Paid Closed CERTlFICA TE OF DEPOSIT 247412041490520 $100,000.00 LEGAL TITLE: FLORENCE E BLISS ROLLOVER FROM #247412041229471 WHICH OPENED ON 06/21/2000 3/21/2001 9/21/2002 $964.42 $2,306.76 .. Due to system limitations. we can only provide a twelve month average balance on depository accounts No Safe Deposit Box found for customer. .. Date of death balance does not include accrued interest. .. I f date of death OCCUITS on a weekend or a holiday, date of death balance does not include any transactions that were made during that time period. February 1,2002 tative Date Drema Rubinoff Depository Representative Servicenter Associate Title (540)563- 7323 Phone Number abs; x"032 - REV-15tt EX t (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Florence E. Bliss Debts of decedent must be reported on Schedule I. ITEM NUMBER A. B. 5. SSfI 076-10-0114 FILE NUMBER 21- 01-1152 12/06/2001 DESCRIPTION AMOUNT 1 FUNERAL EXPENSES, Evans Cemetery Memorials 1,100.00 Bronze Marker 2 Musselman Funeral Home & Cremation Services, Inc. - Funeral Bill 3,758.00 3 St. John's Cemetery - Grave Purchase and Opening 700.00 ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address C~ S~ Zip Year(s) Commission Paid: 2. 3. Attorney's Fees Michael L. Bangs, Esquire (If decedent's address is not the same as claimant's, attach explanation) 100,000.00 Family Exemption: Claimant Street Address City Relationship of Claimant to Decedent State lip 4. Probate Fees Register of Wills 972 . 00 Accountant's Fees 750.00 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Cumberland Law Journal - Advertising of Estate Notice 75.00 2 Duty's Lock & Key - New locks for residence 92.68 3 Expense L. G. Conner Appraisers 525.00 4 Expense Postmaster 3.10 5 Expense The Custom Frame Shop (Ned Smith print) 39.22 6 Expense Cordier Antiques (professional opinion) 50.00 Total of Continuation Schedu1e(s) 22,797.01 TOTAL (Also enter on line 9, Recapitulation) $ 130,862.01 (If more space is needed, insert additional sheets of the same size) Copyright(c} 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) - Estate of: Florence E. Bliss Soc Sec #: 076-10-0114 Date of Death: 12/06/2001 Item # Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 7 Expense Frank R. Baker (Stock Valuation) 125.00 Register of Wills (short certificates) 15.00 8 Expense Lawrence vonBarann (appraisal fee for painting) 80.00 9 Expense Postmaster 5.34 10 Expense Pecora Engineering (subdivision work for land) 3,515.00 11 Expense Park Custom Homes, Inc. (repairs to house for sale) Park Custom Homes (repairs to house for sale) Procopio Landscape Services 15,700.00 350.00 530.00 12 Expense Environmental Compliance Management, Inc. (removal of hazardous materials from house) Procopio Landscape Services 2,205.00 190.80 13 Expense 17 The Sentinel - Estate Advertising 80.87 22,797.01 ............. 14 Expense 15 Expense 16 Expense AEV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Florence E. Bliss SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSII 076-10-0114 FILE NUMBER 21-01-1152 Include unreimbursed medical expenses. 12/06/2001 ITEM NUMBER 1 Expense 2 Expense 3 Expense 4 Expense 5 Expense 6 Expense 7 Expense 8 Expense 9 Expense 10 Expense 11 Expense 12 Expense 13 Expense 14 Expense 15 Expense 16 Expense 17 Expense 18 Expense 19 Expense 20 Expense 21 Expense 22 Expense 23 Expense DESCRIPTION Verizon (Disconnect of Phone at The Woods) AMOUNT 12.95 Verizon (Phone at Cedar Cliff Drive) 39.72 Lower Allen Township (Sewer/Refuse) 67.50 PAWC (Bill 12/6/01 to 1/7/02) 21. 09 Zimmerman's Landscape Maintenance 70.00 Brockie Pharmatech 486.54 PP&L 84.97 Comcast Cable 31. 42 Verizon 19.87 PAWC 10.24 PP&L 33.27 Travelers' Insurance (homeowners partial premium) 89.25 Bonnie K. Miller, Treasurer (2002 County Tax - House) 755.27 Bonnie K. Miller, Treasurer (2002 County Taxes - Lot) 175.22 PP&L 38.72 PA Water Company 12.96 Verizon 19.79 Verizon 20.95 PP&L 39.66 PA Water Company 12.09 Lower Allen Township (Sewer/Refuse) 67.50 PAWC 10.51 Verizon 20.08 Total of Continuation Schedulers) 660.89 TOTAL (Also enter on line 10, Recapitulation) $ 2,800.46 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) - Estate of: Florence E. Bliss Sac Sec #: 076-10-0114 Date of Death: 12/06/2001 Continuation of Schedule I (Debts of Decedent, Mortgage Liabilities and Liens) Item II Description Amount 24 Expense PP&L 23.13 25 Expense PAWC 11.57 26 Expense Verizon 19.81 27 Expense PP&L 13.28 28 Expense PP&L Final Bill 5.98 29 Expense PAWC (FINAL BILL) 12.12 30 Zimmerman's Landscape Maintenance 575.00 -------------- 660.89 --- REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Florence E. Bliss SCHEDULE J BENEFICIARIES SSfl 076-10-0114 12/06/2001 NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions): RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21- 01-1152 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SEe 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Holy Spirit Hospital 503 North 21st Street Camp Hill, PA 17011 (One-quarter of residue) Harrisburg Area Community College Scholarship Foundation One HACC Drive Harrisburg, PA 17110 (One-quarter of residue) 2 TOTAL OF PART II - ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same sjze) Copyright (c) 1996 form software only CPSystems, Inc. ----- 25% 25% Form REV-1513 EX (Rev. 1-97) Estate of: Florence E. Bliss Soc Sec #: 076-10-0114 Date of Death: 12/06/2001 Continuation of Schedule J, Part II-B (Charitable and Governmental Bequests) Item II Description Amount or Share of Estate 3 St. Jude Children's Research Hospital ALSAC Danny Thomas 501 St. Jude Place Memphis, TN 38105 (One-Quarter of Residue) 25% 4 Humane Society of Harrisburg Area, Inc. West Shore Branch Sinclair & Eppley Roads Mechanicsburg, PA 17055 (One-Quarter of Residue) 25% --- ., CWill if eyflorence GG. c5aliss I, FLORENCE E. BLISS, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker , <:; and all expenses of my last illness, and any and all taxes and assessments imposed by any ~ ~ \'"'- ~ '--. governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a ~ part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles,jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, in equal shares, as follows: \ .J A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, { , Tennessee; . '" B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; '. C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of Mechanicsburg, Pennsylvania; and D. A scholarship fund for students with financial need to attend Harrisburg Area Community College, to be set up through the Harrisburg Area 1 -- ~ ~ Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. , ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my '" ~, ~ possessions and estate of every nature and wherever situate, in equal shares, as follows: ~ ~ ~ A. ST. JUDE CHILDREN'S RESEARCH HOSPITAL, of Memphis, cJ cvj " Tennessee; B. HOLY SPIRIT HOSPITAL, of Camp Hill, Pennsylvania; l.c' C. WEST SHORE HUMANE SOCIETY OF HARRISBURG, INC., of j ~ ",3 , , r Mechanicsburg, Pennsylvania; and D, A scholarship fund for students with financial need to attend :--. Harrisburg Area Community College, to be set up through the Harrisburg Area , Community College Foundation, under terms and conditions deemed appropriate by my Executor to accomplish this bequest, and to be administered through the Harrisburg Area Community College Foundation by my Executor or his designee. ITEM IV. I appoint MICHAEL L. BANGS, Attorney-at-Law, executor of this my last will, ITEM V. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court 2 ,. ~ approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this ~. ,2000. (1 day of ./'\ t/ 7 /L-->J~'U- (' FLORENCE E. BLISS /~L 3 --- ,. ~ The preceding instrument, consisting of this and THREE other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by FLORENCE E. BLISS, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ct~~-- 4 ----- oJ!': COMMONWEALTH OF PENNSYLVANIA ) ( SS: ) COUNTY OF CUMBERLAND The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ."~":i 0 C:" /~..7)~' , C.:-".I ,~ _ ,/ .\...-V~c."'- FLORENCE E. BLISS N ) ( SS: COUNTY OF CUMBERLAND ) WE, and vouGlfl-S 'J. (fi<35Mtthewitnesseswhose names are signed to the attached 0 foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. L ~ NOTARIAl su.J. WINDY ~. Ot~s.~!to, Notary Pubr:.k '-sr. AIh>. T"P.. c.""borland r _"_.' ....c-. """"'. my rt uhm ~N4y 10, 200J 5 --