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Home My WebLink About01-1160 k Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Barbara J. Doran also known as No. 02\ - 0 I - 1\(0 0 , Deceased Social Security No. 168-24-4465 Dorothy Jean Landis Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix the Decedent, dated 09/16/1993 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 execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A D B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.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: I Name Relationship Residence 1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 5 Scarsdale Drive, Lower Allen Township, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then ~years of age, died 12/05/2001 at Derry Township, Dauphin County, 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 Pennsylvania 35,000.00 $ $ $ $ 110,000.00 situated as follows: 5 Scarsdale 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 riate form to the undersi ned: T ed or rinted name and residence Dorothy Jean Landis 717 Haldeman Boulevard, New Cumberland, PA 17070 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. 1'1-~%- \~ -- -- Form RW-1 (1991) OJ l7:' co e:-: N c..J CI " :'~:: ,.:~ 0,.. s:: ':u = ;'-'r~ '............ - p , ~ Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Swo," to " ,H;,,",d "d "b",;b,d ..4~ Q ~---../ ~ Dorothy an andis before me this (1 s tday of 2001 . {l,.Gfrfr1 No. ?1 - 01 - 1160 Estate of Barbara J. Doran Deceased Social Security No: 168-24-4465 Date of Death: 12/05/2001 DECEMBER 21, ? 00 1 ,in consideration AND NOW, of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [Xl Testamentary 0 Of Administration (c.I.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Dorothy Jean Landis in the above estate and that the instrument(s) dated 09/16/1993 ::::~'d '"~, p,,";,, b. e(F.: 6:):~'d to ::O~"::M m,d of ,,,,,d ldf; ~'~~6~~ ~91. Short Certificate(s). $ Renunciation. $ Affidavits ( $ Extra Pages ( 3 ) . $ Codicil. $ JCP Fee. $ Inventory. $ Other $ Attorney: James D. Bogar, Esquire I.D. No: PA 19475 9.00 Address: One West Main Street Shiremanstown, PA 17011 5.00 Telephone: 717/737-8761 TOTAL. . . . . . . .. $ Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software oniy CPSystems, Inc. Letters given to attorney on 12-21-01 267.00 Form RW-1 (1991) (,', () Cl1 c.r: 00 ~t") 0-') N c...:l C) :,J ',<" .i.J :;:::s;: QJ ::::: :,"", r-: ....,.,'~ p ?1 - 01 - 11f)0 ac; .... -... =(1) :::S :;:l.. CT " (i. ':::,1 ,H d - c:::J CJ N ",,;;.-::;. co W OJ r:'; " ~ ;1 '~ ' .\ ~' ., . LAST WILL AND TESTAMENT OF BARBARA J. DORAN I, BARBARA J. DORAN, of 5 Scarsdale Drive, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I give and bequeath my diamond ring to my friend, DOROTHY JEAN LANDIS, of 717 Haldeman Boulevard, New Cumberland, Pennsylvania. SECOND: If DOROTHY JEAN LANDIS predeceases me, I direct that this bequest lapse and be and become a part of my residuary estate to be distributed as set forth hereinbelow. THIRD: I give and bequeath my paintings and litho- graphs to my friend, DOROTHY JEAN LANDIS and her husband, RICHARD LANDIS. FOURTH: If both DOROTHY JEAN LANDIS and her husband, RICHARD LANDIS, predecease me, I direct that this bequest lapse and be and become a part of my residuary estate to be distributed as set forth hereinbelow. FIFTH: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and , together with any insurance policies thereon, to my mother, DOROTHY E. DORAN, provided, however, same be held IN TRUST in accordance with the provisions of Clause SEVENTH hereinbelow. SIXTH: If my mother, DOROTHY E. DORAN, predeceases me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to the HARRISBURG " ~ , COMMUNITY THEATER, of Harrisburg, Pennsylvania, for general purposes as the governing body of that organization deems appropriate. (B) One-third (1/3) thereof to the HUMANE SOCIETY OF HARRISBURG AREA, INC. - WEST SHORE SHELTER, of Mechanicsburg, Pennsylvania, for general purposes as the governing body of that organization deems appropriate. (C) One-third (1/3) thereof to the CAMP HILL UNITED METHODIST CHURCH, of Camp Hill, Pennsylvania, for general purposes as the governing body of that organization deems appropriate. SEVENTH: As to the Trust established herein for my mother, DOROTHY E. DORAN, I give, devise and bequeath the share or shares of my mother, DOROTHY E. DORAN to my hereinafter named Trustee or Trustees, IN TRUST, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income only, for my mother's health and welfare. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the income, such insurance policies as will provide for my mother's medical care. Upon the death of my mother, DOROTHY E. DORAN, any and all principal, along with all income not distributed, shall pass in accordance with the provisions of Clause SIXTH as set forth in my will hereinabove. , EIGHTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, 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 (including credit, with or without security) or 2 - ~ conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. NINTH: I nominate and appoint DOROTHY JEAN LANDIS as Trustee of the hereinabove described Trust. In the event of the 3 ", death, resignation or inability to serve for any reason what- soever of the said DOROTHY JEAN LANDIS, I nominate and appoint MARIE H. GREGORY, of 8 Scarsdale Drive, Camp Hill, Pennsylvania, as Trustee of the hereinabove described Trust. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. TENTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. ELEVENTH: I nominate and appoint DOROTHY JEAN LANDIS, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said DOROTHY JEAN LANDIS, I nominate and appoint MARIE H. GREGORY, Executrix of this, my Last Will and Testament. I direct that my Executrix, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this I~~ day of ,~ ,1993. ~ / () fJ _ ~~:>~ ,~(SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~Jtr ~~x:e iJ. ~ {/ Address Address 4 r-~~ I (fl t. J: )> )> ::0 Z t. 3: fTl )> 3:: 0 fT1 > ;0 3: Ul z J11 J11 0 (fl ~ Ul -I tlI 0 ~ 0 0 ro to ~ (T1 0 :J;> 7- Ul ro G) ~ -i Ul 0 )> to "U :<: :r :J;> fTl )> J11 G) ;0 ~ z z J11 )> I :J;> Z Ul r ;0 r 0 r\ (fl -i -< ;u -< - )> L< '"Ij !< (T1 . J11 ~ (T1 -i J11 Ul > Ul D 0 t) ~ z D C 0 ~ 5> 'T1 C - 'T1 ~ ~ _ ;0 :J;> -..I ;0 J11 () Z 0 J11 J11 ~ Ul - no ,... --..- =<<' :::S :;:. t)" t~) d - :o$' '.~ (') i';] () -':"' .-,..... ':;~';~" c~: ~ I' (I ~ " ~.. " t::J c-:> N - c: j.:., :J;::> 00 W \Q ?1 - 01 - 1160 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS James D. Bogar GDdicii (lea) a subscribing witness to the will presented herewith, (~ being duly qualified according to law, depose(s) and say(s) that he was present and saw Barbara J. Doran the testa! rix ,sign the same and that he signed as a witness at the request of testa! rix in h er presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). PA 17011 Sworn to or affirmed and subscribed before me this ? 1 s t day of e b r ( 01 9IJ. (Address) (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Dorothy Jean Landis ~~) a subscriber hereto, G@~) being duly qualified according to law, depose(s) and say(s) that she is familiar with the signature of Barbara ,J. Doran xOOict]x will testat r i x of (ooexl\lfo~k~~mxb:iKgcxwcimc~/lSXxoQ the that she presented herewith and ;(~~k believes the signature on the will is in the handwriting of Barbara J. Doran to the best of her knowledge and belief. / Sworn to or affirmed and subscribed before ~ ~ ~ ho ?1 t Dorothy ea Landis me t IS .. s. (J'lQmeJ D cember Haldeman Blvd., New Cumberland, PA 17070 (Address) Register (Name) (Address) E" - CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Barbara J. Doran Date of Death: December 5, 2001 Will No. 21-01-1160 Admin. No. To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans. Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 28, 2001: Name Address Dorothy Jean Landis 717 Haldeman Boulevard New Cumberland, PA 17070 Richard Landis 717 Haldeman Boulevard New Cumberland, PA 17070 513 Hurlock Street Harrisburg, PA 17110-1489 Sinclair & Eppley Roads Mechanicsburg, PA 17055 417 South 22nd Street Camp Hill, PA 17011 Harrisburg Community Theater Humane Society of Harrisburg Area Inc. Camp Hill United Methodist Church Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None -, ", .. .'''i (j) a: Fi " .n .".. r-' ~ .... J) = .." -..II ,,,,.~ -" ...... J es D. Bo ar Esquire One West Ma' treet Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative X Counsel for Personal Representative Date: D~embe~. 28, 2001 00 c.:: .-- z = J v JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail bogarlaw@ezonline.com TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 March 1, 2002 .......r ~.J~,~ :.:.;; n' ~,.. T'.' :::;s d N VIA HAND DELIVERY -,-, r.j C:::~ Mary C. Lewis Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 1'-0 '.-C) ", c'::] VI RE: The Estate of Barbara J. Doran No. 21-01-1160 Date of Death: December 5, 2001 Dear Mrs. Lewis: I represent the Estate of Barbara J. Doran. Enclosed is a check made payable to the Register of wills in the amount of $269.91, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $1,894.10 multiplied by 15% or $284.12, less discount in the amount of 5% or $14.21, resulting in payment of $269.91. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter are greatly appreciated. /;l~~&;:S' _ LJJtES D.V €& ......,..... ;....r~; d r-.v j'-","' ~ Xi JDB/blw I ....... Enclosure C/J cc: Dorothy Jean Landis c:. COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BOGAR JAMES D 1 W MAIN STREET SHIREMANSTOWN, PA 17011 u__n__ fold ESTATE INFORMATION: SSN: 168-24-4465 FILE NUMBER: 2101-1160 DECEDENT NAME: DORAN BARBARA J DA TE OF PAYMENT: 03/01/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/05/2001 NO. CD 000909 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $269.91 I I I I I I I I TOTAL AMOUNT PAID: $269.91 REMARKS: DOROTHY JEAN lANDIS C/O JAMES D BOGAR ESQUIRE CHECK#1018 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. lEWIS REGISTER OF WillS '" OFFICIAL USE ONLY. REV~ 1500 EX + (6~OO) REV-1500 I 7 - .~ ?-{ 1--- ' ' INHERITANCE TAX RETURN FILE NUMBER COMMONWEALTH OF PENNSYLVANIA 21-01-1160 DEPARTMENT OF REVENUE RESIDENT DECEDENT DEPT. 280601 COUNTY CODE YEAR NUMBER HARRISBURG. PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER D E Doran Barbara J. 168-24-4465 C DATE OF DEATH (MM-DO-YEAA) DATE OF BIRTH (MM-DD~YEAR) THIS RETURN MUST BE ALED IN DUPLICATE WITH THE E D 12/05/2001 03/15/1928 REGISTER OF WILLS " E N llF APPLlCABLEYSUAVIVING SPOUSE'S NAME(LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER T ~ 1. Original Return _ 2. S'pp',m,nt" R''''n 8 3. . \date of death Remamder Return prior to 12-13-82) CAPB "x 4. Limited Estate _40. future Interest Compromise (date of death after 12-12-82) 5. federal Estate Tax Return Required HpRL 0 EplO 6. Decedent Died Testate _ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes L...:: - CRAC (Attach copy of Will) (Attach copy of Trust) KOTK D 9. litigation Proceeds Received 010. 0 ES Spousal Poverty Credit 11. Election to tax under Sec. 9113{A) (date of death between 12~31~91 and 1 ~ '~95) (Attach Sch 0) THIS SECTION 'MUST BE COMPLETED. ALL CORRESPONDENCE&:'CONFIDENTIAI:,''I'AX.INFOFlMATIO NSHOULDBE' DIRECTED>TO,'" P NAME COMPLETE MAILING ADDRESS C 0 0 James D. Bo~ar Esquire N R D FIRM NAME (If Applicable) One West Main Street R E E Shiremanstown, PA 17011 S N T TELEPHONE NUMBER 717/737-8761 1. Real Estate (Schedule A) (1) 110,000.00 OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 7,231.60 3. Closely Held Corporation, Partnership or (3) None Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) None R 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 52,036.56 E (Schedule E) C A 6. Jointly Owned Property (Schedule F) (6) None P 0 I Separate Billing Requested T 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None U L (Schedule G or L) A T 8. Total Gross Assets (total Lines 1-7) (8) 169,268.16 I 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 31,324.43 0 N 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) (10) 18,852.24 11. Total Deductions (total Lines 9 & 10) (11) 50,176.67 12. Net Value of Estate (Line 8 minus Line 11) (12) 119,091.49 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been (13) 117,197.39 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 1,894.10 C 0 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES M P 15. Amount of Line 14 taxable at the spousal tax T U A T rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 0.00 X A 0.00 45 (16) T 16. Amount of Line 14 taxable at lineal rate X ,0 0.00 I 17. Amount of Line 14 taxable at sibling rate X ,12 (17) 0.00 0 N 18. Amount of Line 14 taxable at collateral rate 1,894.10 X ,15 (18) 284.11 19. Tax Due (19) 284.11 20.Fxi IWCHECI<1iiI:REll"''l'qi.!'AFlI:j=Il:0QE~'I'IN~'A'FlEFUND'9'''AN'.<lVE'RMYMI$Nt".1 c. > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ < Copyright (c) 2000 form software only The Lackner Group. Inc. FormREV-1500 EX (Rev. 6~OO) Decedent's Complete Address: STREET ADDRESS 5 Scarsdale Drive CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 284.11 269.91 14.21 Total Credits ( A + B + C) (2) 284.12 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 Total Interest/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. (S) A. Enter the interest on the tax due. (SA) B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WillS, AGENT 0.01 0.00 0.00 0.00 ..:':iiii~iLi~~~g~~~~g~m~~gi~~iLL~~li~~ii~J~~~~~~~m~~i~L~~il~~i~~,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. IN THE APPROPRIATE BLOCKS No ~~ Yes o o o ~ ~ ~ ONSIBLE FOR FILING RETURN Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, correct and complete. Declaration of preparer other than the Fersonal representative is based on all information of which preparer has any knowledge. ~ Dorothy Jean Landis 717 Haldeman Blvd. ----------------------------------------------------- New Cumberland, PA 17070 James D. Bogar Esquire One West Main Street ----------------------------------------------------- Shiremanstown PA 17011 DATE 8/27/02 DATE For dates of death on or e July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is O~/~ [72 P.S. 9116 (a) (1.1) (ii)J. 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 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)( 1.3)]. A sibling is defined, under Section 9102. as an individual who has at least one parent in common with the decedent. whether by blood or adoption. ::.Jpyright {c) 2000 form software only The Lackner Group. Inc. Form REV-1500 EX (Rev. 6-00) REV-1S02 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara J. Doran SS# 168-24-4465 12/05/2001 21-01-1160 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 riaht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION NUMBER OF DEATH 1 All that certain piece or parcel of real estate having erected 110,000.00 thereon a dwelling house being known and numbered as 5 Scarsdale Drive, Camp Hill, Pennsylvania. The property was acquired by Dorothy E. Doran, widow, and Barbara J. Doran, single woman, by Deed dated February 17, 1972 and recorded in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said Dorothy E. Doran died March 9, 1998, whereupon full and complete title became vested solely in Barbara J. Doran, the Decedent herein. The above-described real estate was sold pursuant to an Agreement of Sale for Real Estate dated February 6, 2002, a copy of which is attached hereto and incorporated herein. Final settlement took place on March 28, 2002. A copy of the Deed conveying said real estate, along with a copy of the Settlement Sheet, are attached hereto and incorporated herein. The sale price of the real estate was $110,000.00. SCHEDULE A REAL ESTATE TOTAL (Also enter on line 1, Recapitulation) $ 110,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (cl 1996 form software only CPSystems, Inc, Form REV-1502 EX (Rev. 1-97) "' ~ ....to?:>.. ".0::>'- QI.,~, iij;:~~~ :;]Q,-;::oo: :;g,'::/:; Oll.l':.:Q,. u~~ ~3~ <.:I ~ ,~ '" -0>- ~ '''-' NO. n_ -. ..,., rF.F.-SIMI'I.f. 1)F.EI)-Tn'~".nl~' 'Qtf)ts 3htl.lrllturr. ~1htih\ uJhl' /1 +'. "J 01 (.Cb......" '1 rbOllJlmrl Nirll lIuflJrr4 "nd Seventy-two i" II.,~ .)'r..r of mn I.ord 0", 111rhul'l"1I OOROTHY g. OORAN, widow, Grantor and DOROTHY E. DORAN, widow, and OARBARA .r. DORAN, s-logle woman, as .joint tenants with right of survivorship and not as tenants in common, Grantees of Jhe "co"a part, of Il~ JIlin of One lUilm'li!iClb ($1.00) Dollar and Th"t Ibt laid I'"rly "~I 11-'( linl pad, lor "",1 It. ,-"'flld'""""" love and affection /}"llnH, 14W/III monry of tbt United SfatrJ of Amtrh"lI, well and tmly l'ai,1 by ,J,r !I,i" [',Irl ies'l /br lUlJ'"j part to thi said pint;{ of tht fin! p.nt, III rind blfort ilJ! u/lli/lg (HId dt'I;lu)' (If ,I,,!r !Jr(3rllls, /1" freri/" ""I',rrol is hertby "ckIlOlflltdg,d, has ,~rtJ"lrd. l'''r,~6i/rd .nld, "Iitllrd, tnltofftJ, rt/,asrJ, C01l1"J',J a'la cOllfirmta fwd b)' {!>,!, {,,'It'IlIS J.. es ~'o/rf, f,tJ"_~tJio,. JI.... ~lir", ,.,fwd, rr/'tJu, COl'7I'ry, find confirm 1In/0 I/)r said r6ffies "f Ire 1, ,,,,,,1 rtJrI their hfin 6..J ,l'lIigns, All TIlJ\T CERTAIN tract or parcel of lA-lid with tile bllillli.llp,fJ fltJd 111I!JrOvemPJJI,f; thereon erected, situate in Lower Allen Township, Cumberlrlllu GOllnt.y, FennsylvRniR, more particularly bounded and described as follows, to wit: BEGINNING at a point on the westerly line of Scarsdale Drive, which point is 120 feet south of the wouthwesterly corner of Kensington Drive and Scarsdale Drive and at dividing line between Lot Nos. 1 and 2, Block lien on the hereinflfter mentioned P18n of Lots; thence along the westerly line of Scarsdale Drive South 34 degrees 45 minutes West 95 feet to a point at dividing line between Lot Nos. 2 and 3, Block "GIl on said Plan; thence along said dividing line North 55 degrees 15 minutes West, 115.41 feet to Ii puint.; thence NOJ'Lh /+7 degrees 4Jl mInutes Ea:Jt 65.50 feet to a point; thence North 64 degrees 6 minutes East, 37.79 feet to a point at dividing line between Lot Nos. 1 and 2, Block lie" on sl'lid Plan; thence along said dividing line South 55 degrees 15 minutes East, 82.0B feet to 8 point, the place of BEGINNING. B:'='.ING Lot No.2, Block "e" in plAn of Lots for Country and Town I!OTnPS, Tile., preplU'ed by D. P. Rflffensperger, Registered Snrveyor, in Lemoyne, Pennsy1vRn1 A. dated October 25, 1955, which Plan was recorded in the Crunberlalld County Recorrler I s Office on May 14, 1956 in Plan Book 7, Page 41. I' ",iVY :2,lw,[ 11 -. BEING the same premises which Country Bnd Town Homes, Inc., a Fenns,ylvallJn corporation, by its deed dated November 2, 1956 and recorded in the Office for Recording of Deeds 'If' Cmnberland County, Pennsylvania, in Deed nook "W', VoL 17, PAge .362, granted and conveyed to Frank Doran and Dorothy E. Doran, his wife. Frank Doran passed away on August 2, 1971 survived by his wife, Dorothy E. Doran, the Grantor herein. UNDER AND SUBJF;C:T TO 8 c~1rt8in mortgage given by First Federal Savings anu Loan Association of Harrisburg to Frank Doran and Dorothy E. DorAn, his wife, on November 2, 1956 recorded in the Office for Recording of Deeds of Cumberland County in Mortgage Book 350, Page 225. wugct11l'l" u,ith 11.1/ and lingular, Ih~ J~nnrlnlfl, bntJilamrn(J and "/,pljf/,."anets I" t!>t "Jm~ b,,/o",'(,1"i: ot' in "nYllliJ~ "PPtrt,,;ning, "nd the rtl'tnion IJnd rrt'rnimlJ, t'''mairl,hr rind rrmiJil1drn, Ir/lh, illllff, "/1(/ PH/fill Ibrrto/; ..!\n.llUh.lit ./l fht ts/,,/t, rigbt, tiflr, intrrnt. I,roperl..'. cla;m and Jtm,md whal.IOtl'tr, both in I'lll and t(1II;/y. nl Ih,. raM p..rty of fl,.,. (irrl p"rt, ol. in. In w out "I ff,r ,aid P".",iuJ. '.HI,I fl'",y I'drl .",d pdletl tlNt-tol Wo IFtttl:' uno to 1111111 Iht Jdd p".mlln. "'II, ail ...,d <f",~lIld' ,.id plJr/ies 01 the Jtcond ParI, their I,tin ..n,1 .'lI,p,. In a",1 lu}XJo! 01 Iht Idid part ies ,1( tlYt' lu,,.,,1 pad. their as Joint tenants with right of survivorship and not Anu THE SAID Grantor, for herself, her Ih~ J(>pllrtcnanal, rutlo ti>, for Ih,. o,dy proptr U.lt .."J htin fin,! 4J$;I1"'" !or,."f", as tenants in common. bdn, r.uellJorJ find "Jm;niJlrflJorJ, d,es raid ,'''dies "I Iht un",J p"rl. Iht I.id by II'rJr P'''''',ll. '''''t1l''"I. ,~"Jnl and 'I,~rrt I" d"'/ 11";/1) Ihr their brin ",,,/ 'lUi-l1""I, Ih,,, /'ntl ..1/ ..nd J;ng1ll.,r Ihr hr".,Iif"nun/r IJ"d (>rrmistJ hrrti""/',,, t docrthrd ,1",1 ,~"",I,.d ," ""rrli">1f,J. .",1 ,,,I,.,,,ltd!O to bt, with "p(>urfn",,,('(I. IIllln (/.r $did pari ies "I I/,f 'rc""d tlar!. their hf;n ~"d <fnililU, "li"imt Iht jaM I'flrly of fhr fint "flrl al/d her f.tin a"d ,'g"illll ,,1/ "",1 n'rr)' "(/'0 I.tr"'" Ilr "rnrlllS H.h'HI/Wtr'rr. Idwllll/\' claimiug nr In ,-Iai", OJ(' j,,,"r 'Jr ,IIIV tarf If,,.r""l. sf.,,1/ a",{ /I'm, {,1' II"." /'rt,r,,/.. \\~:1RRI\'\'T ..I,V!) f()f:P'"\ I'll nEFf.NI' JIll IlitlU'Hl1 ~nIhrrrl1f !'"nmlo srt her ')(."d lIlt $13,,1 party "I tht firJl 1.",1 <fnd Jrill IJ,r d,n an'! )'rdr :/nl dlln"t wrillc" 'I) ./l'(j. JL.~_.t.)}.: /A.l/, C;- h. ,{:' tL}'.' [ Do/thy F,. Doran i"" (SEAI.I (::iEi\1. Si~l1eJ., Sealed anJ DelivereJ 'tthe?2~O( (SEA/') (Sr.'\!. i (SR,I1.1 . (SE..lI.) (SF-,it'.) (SEAf..I (SEAl.) (SEAL I (SEAl.) (SF.AI.) 1"1 /JI~;'lr"',[ 1 '2 I '" r:(J(INTY Of D~llPIllfIl ......__________........m~..- \ "" 11,;, II" .1~~~~~~~i~~~~H DOROTHY E, DOliANH m'm. '''H 'Hm n}!llfo,[ClN\VEALTlI ()f PENNSYLVANIA /9__.7.!?, b~/"~t .... _ __m' Jhl! undrrJ;gnd ,,{lien, I,aloud/ly "PI'~a~r" k..ou',. Jo IIlI! (ur sollisjolclurily pron,,) to b, the prrwn whmt 11aml! wbscribed II) Ih, ,..ill';n ;mtrumrtl/, ,,"J acknolt/r,/gcd 1/;../ ..she .......m r:ucu/rd flJ/: Jam, for flu pflr/!!IU thurin conttJ;,,,,J LV W'ITNF.\S IFFfrnEOF, / !'munlQ 1ft my .~_~.~~_..~.~~._.e"'_4~";~\";'7:'1<" ',. N(l'-, lp.,' :' '11,: ',\ .\Iy com million tXplrfs: ....u_......,m.~y..r--;ii,::..----.---~71-~;.>, .,~;_..;;.,~Lr,~_:;'-/,~ .~. / hertb)' arlill' thilt the PrfOIt' RtliJ,nct of thr Gran/tt, in the 1l'ltb''1,J'JrrJ.,/IJ __.,~_."'?~L_.r._...,.~~:~:~) 5 ;?98r~~t~~~__p.r;i..v~_'m9.~p..JUl.l......P~Jm.:,:I.y.l.Y~1I ~ ~ '".' ~'.'ft.',f)'_;\"" '.:~ {;;;;J .-'..~?:'-.~'.-:9:'.' ',; ,~- ...............u..~'''~.~'n'... , c ti 0 0 I! i J ~ !I ~ ~ ~ z Ii , ,,: Z " i:! ~ . ...0 :1 ~ C_': r2 i:! 8 0 t~ \' , ~ :1 " , 8 8 0: . " , c.. "' ..; " Q~ @ rl , r.:;:'t .; "'" ~ .; Cl l;1 l;1 ~ 0 c 0 ~ u Z E-< E-< " " iil iil '" .~ - 8 8 11 - , -, ~ l' ; " .:;; ? , . " " l j , 2 0 ~ c.; ~ 0 , <i (),II.\I()NW'r:Al.TII ()f PJ:NN.<:;YI.VAN/A , 1!{rwrll"ll qf\ .. . , 11llitllfmi ,\r \ 1l.1II.1 rllld Selll of Office, ibis .... " L< ..'..;.(.-,COUNTY, I ss /" the ~)(fire for Rrcordhlg of Dads. Mortgagn. ele., m and for ,~l_ i/1 Drrd nrml: IV "n!. I rage the CfJ1/1lt) // ';'~( Jay oj __..nnnn.. ..~_ "\11110 Dnmhtl /Q -' ;J,4 D./2 r . J. , '. . .. - -,' .j ,( ( r,:,K/y':.!.1i-iGE 1,1 JAN 21-02 MON U4:33 PM . JAM~S J) HUGAfi J-AX NO. 711 131 2086 P. 02 ~GREEMENT OF SALE FOR REAL ESTATE THIS AGREEMENT is entered into this i.,-,<", day of j:d'u'''-~ 2002, by and between DOROTHY JE&~ r~IS, Executrix under the Last will and Testament of Barbara J. Doran, late of the Township of Lower Allen Township, Cumberland County, Pennsylvania, ~lereinafter called "SELLER", --Iohn T II" +2-d husband and wife, of jy-S'7 ClA~ba; 14" cL l\ND and N- eYe') M. T;- t2- e.f ts \Ot(\d-t0C'\ Qd County, Pennsylvania, =-.ercinaftcr called "PUKCEASER". IT IS MU"UALLY AGREED AS FOLLOWS, 1. PiE:;!I Sr:s . T~:e Seller agrees to SGll f g~ant and convey ::8 the Purchaser, a!"'.c:. the J?urchaS2!T agrees tc purchase and accept ~he conveyance of tte followlng described real estate situ~te in LO\ver J...llen Townshi:;:, C'J.:1;berland County I pe::::syl va.::1ia, described "5 follows; All that certa~~ piece or parcel of re~l est~te havi~g erected thereon " c:NellJ.TIg house being i<n.own and ~u!'nbered as 5 Sc;:~:::"sc.ale Drive I Camp Hill, '2ennsyl var:ia. A copy of t118 Deed of said real estate lS a~~ac~led he~eto, mar]ccd Exhibit IIAll and incorpc~a~ed herein. The 'rax PClrcel ))urober of the property is 13-25-0022-086. 2. .PU?CHA.?.$ Pi( :G:. The Purchaser agrees to pay the sum of 5],10,000.00 to the 5e2-1::!!:. as the full purch"se price and consideratiozl for the prcrnises, payable as fellows: $5,000.00 en the signing of this hgrecrnent, receipt of which is hereby n',"Jl n'} \fn\i17.')7 r'T''":t:JYNn~gn71 fihnn') JHI't-t:::! ut::: Ilun u"t'..J"t III v nllL:..J LJ uuunl\ rn/\ I1V. 111 r...,1 L.I.,oIUU I. ...... acknowledged (said $5.000,00 down payment to be held in the non- interest bearing IOL'l'A Escrow Account of James D. Bogar, Esquire, same to be disbursed in accordance with the terms and conditions or thi" J\grccment of Sale for Real Estate); and $105,000.00 in cash unless otherwise herein provided at settlement of this transaction as scheduled and provided hereinbelow. 3. SETTT ,EMEl1!. Final settlement of this transaction shall be made at the Law Offices of James D. Bogar or any other nn.;,t1.lally agre~d 1..:.pon location, and s:~2.11 be rilade OD. or befo~e March 28, 2002, at which time of settlement the Seller shall tender to the Purchaser a properly drawn and executed deed of special warranty, conveying to the Purchaser a good and marketable title in fee simple, clea!:" of all liens and e::.c-umbrances, e;<cept easements or building and use restrictions v~sibl~ on the ground or of p~icr ~ecordl title to be such as ",iJ.l be insured by a reputable title insurance company in the central Pennsylvania geographical area without exception or reservation at regul2.r rates. Sho~ld Seller be unable to deliver such title, pu::-chaser: chall have the option of either cancelling tr:is Agreeme~:t of ::3ale for Rea.: Es:':';:;.-:s Q.~~d :r.eceiv:!.Y"~g back any monies paid as a deposit or accepting such ti~le as Seller can give without offset, adjustrnorltJ O~ abatement of the purchase pri.ce. Time is of the essenco of this Jl.greement of Sale for Real E,stat.o. ? ___u___.._.._ 01/21/02 MON 17:27 lTl/RX:;O 56071 141003 JAN-21 02 MON 04:34 PM , JAMES D BOGAR FAX NO, 717 731 2~B6 ~4 It is understood and agreed by all parties hereto that the Estate will conduct a sale of personal property on the premises to be conveyed herein, said sa.le scheduled to occur on March 23, 2002. 1, TRi\.NSFSP. TAXES A..'JD APPORTIONMENT O~' RI!:AL ESTATE TAXES, RENTS fuVQ ~XPGNSES_ All realty transfer taxes shall be paid equally by the Seller and Purchaser, with Purchaser paying one percent (1'0) and Seller paying one percent (1'0). Current real estate taxec, utility cha::=ges and any municipal service fee~ or rents will be prorated at and to the date of settlement. 5. POSSESSION. Seller shall deliver possession of the said p,,-emises to Purchaser at the time of final settlement, 6, COHPITTON OF PR,.OPSFl'Y AND RIS](OF 1,OSS. ThE! Seller agrees that the preperty shall remain in substantially ics present condition until date of settlement, and if it is not, the ?U:!:C:la.ser may resci[1~d this contract. Seller shall bear the risk of loss fro~ fire or ethor oasualty until time of settlement, 7. DSF.A.iJ.LT _ Shoulc. Purchaser defaul t in performing this p~s::':'e::=;1'.er:t I a:c.y sum or sums paid en account of the purchase price, by WrlY of down-l~ayme::t O~ ccr.orwise I shall .:JG T3tai:::ed by Sellar, e l t'ler on accc"-nt of the pUJ.-ohasc money, the balance of which s:'1R11 be reccvarable i:1 a:1 action of assumpsit, or as liquidated da~ages, as Seller shall elect, and in the latter case this Agrcc:-nent ~]hall became ~I...:.ll a.ud void. 3 '" ''''' ,"n 11("'\11.1 '-','1- r""'V,T1Y '1("'\ -Q""'l rA1nnl JAN-21-02 MON 04:34 PM JAMES D BOGAR ~11312ll'r!ti r."'t to Should Seller default in performing this Agreement, Purchaser shall have the right of having this Agreement declared null and void and, further, having any sum or sums paid on account of the purchase price, by way of down-payment or otherwise, returned in full. 8. CONTINGENCIES. ~his Agreement of Sale for Real Estate is subject to and contingent upon the occurrence or nonoccurrence of the following events, as the case may be: NONE 9 . StJRVEY' . If the Purch~s€r should determine the need for a current survey of the premises, the cost and expense thereof shall be borne exclusively by the Purchaser. 10. STATUS OF SEWER AND WATER. ~he property is served by public seWG~ and water. 11. MUNTCIPP~L I MPROVEMJ:\.!i.TS . Seller has no notice of rc.unicipal improvements including, but not being limited to, sidewalk a~d curbins. 12. ZONING.Q~ DSED RES~RJCTION. seller warrants t~at the o::::esent use of t.he proFerty violates no existing zoning ordinance or regulae ion or deed reserictions. Furthermore, Seller h~s no noti.ce of any propcscd zoning chc.::'S~ c;:::.- ::hange in use c:c resl.:rictians. 13. JNSPSCTION/W~R3?~1TY. It is understood that P~rchaser 1:015 inspected the above~refel:red to p:::-operty and is not relying upon uny repr8sent~tions made by SGller or by Seller1fl agent(s). 1 ._~ ,~. ,"~ '..'-_..'~" n' ." .no Un>.". 0' r'T'Y Q" m ,gO" Id1 noo; JAN-21 02 MON 04:34 PM JAMES D BOGAR FAX NO. 717 737 2086 P. 06 seller ~9rees to sell and Purchaser agrees to purchase the above- described property "as is", there being no warranties, either expressed or implied, as to the condition of the property. Furthermore, l?urchaser axpressly represents that Purchaser has h~d ample opportunity to inspect the above-referred to property and to investigate and have answered by third parties any questions Purchaser has regarding the property and the present condition of same and that Purchaser has not, in entering into tnis Agreement of Sale for Real Estate, accepted or relied upon any statements or representations made to Purchaser by Seller. 14. P",&;lONALTY. The followir:g specifically enumer~ted items of personalty or1personal property are included in the within ""'.... -....J .--/ '-'~,tJ) I-j,",., sale: refrigerator and freezar. 15. RRO~.;;;RS Ac;rD l\.GE~:r~, Seller and Purchaser both repl::esent that they have ~ealt w~th no r2~1 estace brokers or agents in c:::;~:necticn with this 52..1e and that no b::-okers or real estate Z".~c:nt I S commission is c.ue any person or:. account of this sale. Sach party shall ind~xnify ~nd hold harmless the other party from LI:e clair.l cr d.~rr.cnd of any brc.ker or Zlgcnt fo~ any commtssian which a~y such brcl(Gr or agen= m~y c~al~ to be due him or her as a result of tllis sale. 16. T,EAD-gp.SED PAIN'"!'. Seller has no reports or records or k:lowledge of. leud-cased paint and/or lead-based hazards in the p)::opc:r::.y. Selle~ warrants that the dwelling unit in Q\18stion was 5 -- ..~".- -- ._~~...._ ____. "'-_no JAN-21 02 MON 04:35 PM JAMES D BOGAR FAX NO. 717 737 2086 P. 07 constJ::ucted p:z:ior to 1978. Purchaser waives the opportunity to conduct a lead-based paint and/or lead-based paint hazards risk assessment or inspection for the presence of lead-based paint and/or lead-based paint hazards. For the performancE:> of this Agreement and intending to be legally bound hereby, the parties bind themselves, their heirs, personul representatives, successors and assigns, as witness their hands and seals the day and year first above written. WIT~ESS: () J =--GY1Tl U ,X, L,uAf.1 (lln.'] 4t-l1L,.o. .L'CL.~l'_ (SEAL) DORO'l'BY J/ 'LANDIS, Executrix of the Estate and undsr the Last Will and Testament of Barbara J. Doran WITNESS , \ '\ \ 0\) ! '\) Ct;. ---r--d_( A~ / 0 (~~(SEP_L) (,,----,,7 0 Purchaser '--iLL)/7 -1d;JY c; (SEAL) PurChaSGT /\," ~.J 6 no ." no' u""". 0" '",vmv" -- IA1 _. 11111........ ,n~_n71 nn"':" '. '" " ~~~ ".Q'- o..,~ f~~~~~~: ',,,", ~~,~; ::g~~:;" o~" '3~ u [::: ,~ --= o "" ~ '-'-' NO. ,,- -i .,.., FEE.SIMPLE DEEI>- Typrw",f' ~bi% 3htI.Jrt1tnrr 1 iImuih' Wl1l' /1 +'. J." ,/ f.Cb"..ta"., Tbol/Jand Ni", HUIIJ,,.J "rid Seventy-two ;1'1 ,hi )"'" of 0/" [o,d OM liJdmPrIt DOROTHY Ji. DORAN, widow, Grantor and DOROTHY E. DORAN, widow, and BARBARA J. DORAN, single \loman, as joint tenants with right of survivorship and not as tenants in common, Grantees 01 tbl J(conJ pllll I/f flJf lum a/ One Uliltll'!i!itlh ($1.00) Dollar aml Thill Iht 1",J p.ury ,,/ tJu jiTlt p,,,I, f'IT ""oJ 'n (O"wJrr"I'rl" lave and affection /JrJllolrf. lolI/'/d munt)' vi IJu Unit"i Stolt'l of ,imenciI, Uld! IJnJ truly p4iJ by ,h, lilld /''''1 ies'l /ht J(n.nJ poJrt 10 the laid ,~"rty of tb, )~nt part, Ilt tlnJ br/orr flH ltlllillg IlnJ dr/il'try of t!J'lt prescnts, ,h, "ail" ",IJtrMf is btrtby ilckllowltdgd, has gr.lIIltJ, biJr!.lli"t.i IOU, "Iitntd, tnfloffed, rtltilud, ,om,'e"y,d Ilnd confirmed "rId b)' theu prtJ/:nlJ Jo es XTIl"/, '''''Klli". un .lilll, elliloff, Hlellu, CO"I"Y, "nd confirm unto th, ftliJ Pllrties ,d II'l ""I'Of',/ t",rl their hel". ,,,,J ~Hjgnl. AU TlIAT CE..9.TAIN tract or parcel of land with the buildings and improvements tllerecn erected, situate in Lower A.llen Township, Cumberland Connty, Pennsylvania, more particularly bounded and described as follows, to wit: BEGI:mI:'IG at a poi:1c on the westerly line of Scarsdale Drive, which point is 120 feet south of the wouthwesterly corner of Kensington Drive and Scarsdale Dri"/e and at di'lidi:1g li:1e between Lot Nos. 1 and 2, Block IIC" on the hereinafter mentioned Plan of Lots; thence along the westerly line of Scarsdale Drive South 34 degrees 45 minutes West 95 feet to a point at dividing line between Lot Nos. 2 and J, Block nc" on said Plan; thence along said dividing line North 55 degrees 15 minutes West, 115.41 feet t.o a puint.; thl:HlCe ;'~orth 47 degrees 44 minutes Ea~t 65.50 feet to a point; thence North 64 degrees 6 minutes East, 37.79 feet to a point at dividing line "between Lot Nos. I and 2, Block IrG" on said Plan; thence along said dividing line South 55 degrees 15 minutes East, 82.08 feet to a point, the place of BEGI:mI:JG. B::'.JNG Lot No.2, Block !Ie" in Plan of Lot.9 for Conntr;r and Town Homes, Inc., prepared by D. P. Raffensperger, Registered Surveyor, in Lemoyne, Pennsylvaru_a, dated October 25, 1955, ~hich Plan was recorded in the Cumberland County Recorder's Office on May 14, 1956 in Plan Book 7, Page 41. 1" '1 '" / ~' I.lCE f t '!X,'-llEI: -fi BEING the same premises which COlllltry and Town Homes, Inc., a Pennsylvania corporation, by its deed dated November 2, 1956 and recorded in the Office for Recording of Deeds .,f Cumberland County, Pennsylvania, in Deed Book "W', VoL 17, Page 362, granted and conveyed to Frank Doran and Dorothy E. Doran, his wife. Frank Doran passed away on August 2, 1971 survived by his wife, Dorothy E. Doran, the Grantor herein. UNDER AND SUBJJi..:G:T TO a c"rtain mortgage given by First Federal Savings and Loan Association of Harrisburg to Frank Doran and Dorothy E. Doran, his wife, on November 2, 1956 recorded in the Office for Recording of Deeds of Cumberland County in Mortgage Book 350, Page 225. wugct1ll'r ",-jih..1/ .Jnd ungw4', ib~ irn~"Jt"tl, brrttiiJ4mrntJ ""i .~pu,tr"iI"C"n to Ib~ lllnu b~lo",~/"X ore ;" ""Y't.'jj, lIf'fr~rl.;";lIg. IImi tbr ",'t'J;OIl .Jnd rn'tniollJ, rr'1l1allll/rr "nd rtfnllindrn, rrllts, iUlltt, rind I'rofi/l th~rtol; .~I")ttl!1ll IIIl Ibt tJilltt, righi, liI/t, inlrrtst, l,rOptrly, cia;'., anJ Jtma"J lL'btJIJOtl.tr, both ;n /ilt~ 4n4 trwih. ()I I}.,. lllia ptJrly of fht finl ftiJr!. of. 'fI, I... or 0111 "f Ih, ,.id 1',,",iUJ, ",,,i "'try pari .nJ pllretl IlNr,of WLl h~llH_' aUll tl1 hulll Ih, 1""/ /"0""", ,...tI. "II ""J '/II~lIl,,, IJ,( J~pll'I""iJnctl, Iml() t/o, ,lIid piJ:ties 01 Ih, ,,;ofld PtJrI, their ['tin ,,"J "'1I~'1l. ((0 "",/ for thr o"I~ prof',r tilt ."d ",hoof of Ih, JdiJ p"d ies of au It..,,,,,/ PiJ,-t. their htin ",.", .Jnill',rr fortt'rr, as Joint tenants with right of sur'nvorship and not as tenants in common. Auu THE. S,UD Grantor, for herself, her brin. t.ltC"llfon !liJ ,-",ties 4n.J' iJJmjnjJtflJton, Jrl& S of tht JuanJ p.rl. th, J.iJ by 1}.tI' p"lf"II, '''''"11,,1. ,~,,,"t <lnJ ,,~.~t I" oJ"d with Inr their b,ir, a"d afli,~'"' /I"" /'Nr, .iI .JnJ linguillr Iht hrrt,iitll""f1/1 (Hid p,,.miUf bt,,.;,,,,'.r,,,. Jna,",." """ g'H,I,.J .",.,.,/inn(d, ."J ,"Jtnd,.J 10 I() br, lIlith "/'flllrlt"""al. Imll? tl,,. laid pari ies o( II" <rrm,J Fart, their IJO(< ,..d .ui,lpU, aga;ml Ib( s"iJ J!<trfy ,,; II}t lint Pflrt "I/J her I'ri'l ,111'/ '1,~'II/111 ,tll "",/ I't'rry nthrr ,I'r"n" ". p,...mo II,I"III/rlltl'''', /au,/Idlv daimhlg or In Ci''''1II liJr la",1' or ,I/tv p"rt 11,,.r(".f. thaN "",! itA!, hI' ,I".u "1"'0111. \l-..Il\R,IST ..IXI) fnRfYFH DP-FENn JJII JiNilllr!Hl JiNhnfllf b",nmJo ul her hand flu JIJr.i 4"J Jral pally 11,( Ja) "",I 1""'" :i.j/ (~) ../ {' I, "" 1/" , i.:~,c,~,I:_-_L,J~!./ I;. Doro-thy E. I ", tbt .'i.s/ {'a.' ,,{nil', ,t',iff,." ;"" ( , IL",t" '~cl'~' t. Doran ($E,I/. (Sf:.\LI Sil';lled, SeaJeJ anJ Deiivw:J of (SE.-lL' w(the (??~ (Sf..H.J (SE.-If. (SE,IL! (Sl!,\U (SE,IL) (SE,lLJ (SEAL) (SEAL) (SEAL) r~'dJl:';'11,\r,[ I? COhl/l.ION'VE.:\LTll OF PENNSYLVANIA (ss: C( >U NTY OF .P~gP~II'J. \ O. Ibi.. II., Io~~~~~~~~~~~ !liliar, prrw""lIy .rpprlmJ ..J~?~9.'-r.m;..~~._..~~!!....m ......... /9..1g.o brlort "', "0 IIu um{rn;!",d kllou'" 10 me (ur s,Jlislllcturily prof'm) to bt th, ptrson .d/',;.. it"lr"mr"I, ""J llcR.TlQzduigr,i Iholt ..........ahr ._n n_..... 1"hMe /lam/! .....m suburibra to Jh, ...A-----~--.. H(::: -- .... - ~;;;.;~..(~;",;;,:-,",,;---- t ~. '0 ~ . l " ~ ~ ;j -; ,0 Z Z " ~ 0 " "' "' :3 , " " t'~ r-- ~ cO cO 0 " "" :3 0 0 . 0 ~ '0 CO< e; ~ :" " ,... . r:.rt r.i . r.i 'Ii" 0 ~ q M . ~ ~ ~ ~ 0 '" u Z E-< E-< cO 0 0 0 ." .~ " E cO cO '" :3 :3 "' " .. , '" '" l' , " 5 e ? ~ , , c 0 ~ v '" . (().II.\J(JNlr!:.H.TI/ (if f'EN.\l5YLF.-INIA ( 55. { "- tRrrm'~l'~ "\: Itlitlt{'IHi L.<.:.. ; (.\COUNTY, 1/1 the ,?lJia for Recording of Deeds. M(}rtgtJ,~('s. I'll'. III dl/d jor the emil/f) Deed nO()J~ -....IV Vnl. ,/ r.lgi' //.. u: ,:1_ 111 .\11 11.111,/ 41111 Seal nf Offia, Ibis Alina Domilli I q -d . --- Jav oJ " .J... loA ,0./2 , , 1~I,K/Y:2'11'^',E 1.1 ... - " j Tax Parcel No. 13-25-0022-086 THIS INDENTURE, i\JADE THE ~.,~-z,1.. day of "~''<~ thousand two (2002) , two BETWEEN DOROTHY JEAN LANDIS, Executrix of the Last Will and Testament of BARBARA J. DORAN, late of Lower Allen Township, Cumberland County, Pennsylvania, party of the first part, and J08~ T. TITZE~ and HELEN M. TITZEL, his wife, tenants by the entireties, of Camp Hill, Cumberland County, Pennsylvania, parties of the second part: WHEREAS, the said Barbara J. Doran by her Last Will and Testa- ment, duly proved and recorded in the Cumberland County Register 0: Wills Office, Pennsylvania, in Docket Book 21-01-1160, Letters cestamentary being issued on December 21, 2001, provided, in pe~cine~t part, as follows: THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries ac~ing hereunder the following powers, applicable to all property, exercisable without court approval and effective until ac~ua_ distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give cpClons for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and _~ receive the proceeds of any disposition of it... ELEVENTH: I nominate and appoint DOROTHY JEAN LANDIS, Executrix of this, my Last Will and Testament... NOW THIS INDENTURE WITNESSETH, that the said party of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One Hundred Ten Thousand and 00/100 Dollars ($110,000.00) to her paid by the said parties of the second part, at and before the ensealing and delivery of these presents, the receipt whereof is hereby ac- k~owledged, has granted, bargained, sold and conveyed, and does hereby grant, bargain, sell and convey to the said parties of the second part, their heirs and assigns forever: A~L TF.AT CERTAIN tract or parcel of land with the buildings and improvements thereon erected, situate in Lower Allen Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: E2GINNING at a point on the westerly line of Scarsdale Drive, which point is 120 feet south of the southwesterly corner of ~e~sington Drive and Scarsdale Drive and at dividing line between Lee: Nos. 1 and 2, Block "C" on the hereinafter mentioned Plan of Loe:s; thence along the westerly line of Scarsdale Drive South 34 degrees 45 minutes West 95 feet to a point at dividing line be=ween Lot Nos. 2 and 3, Block "C" on said Plan; thence along said dividing line North 55 degrees 15 minutes West, 115.41 feet =e a point; thence North 47 degrees 44 minutes East 65.50 feet to a ;cint; thence North 64 degrees 6 minutes East, 37.79 feet to a ;ci~t at dividing line between Lot Nos. 1 and 2, Block "C" on sa~d Plan; thence along said dividing line South 55 degrees 15 minutes East, 82.08 feet to a point, the place of BEGINNING. EE:NG Lot No.2, Block "C" in Plan of Lots for Country and Town Eomes, Inc., prepared by D. P. Raffensperger, Registered Sur- veyor, in Lemoyne, Pennsylvania, dated October 25, 1955, which P:an was recorded in the Curr~erland County Recorder's Office on ~ay 14, 1956 in Plan Eook 7, Page 41. EE:NG the same premises which Dorothy E. Doran, by deed dated February 17, 1972 and recorded March 3, 1972 i~ the Cumberland C8unty Recorder of Deeds Office in Deed Book "N", Volume 24, Page ::, granted and conveyed unto Dorothy E. Doran and Barbara J. Coran. The said Dorothy E. Doran died March 9, 1998, whereupon full and complete title became vested solely in Barbara J. Doran, the decedent herein. The said Barbara J. Doran died December 5, 2001. TOGETHER with all and singular the rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of the said Barbara J. Doran at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD the said aranted premises to the said parties of the second part, their heirs and assigns forever. AND the said party of the first part, does covenant, promise, grant and agree, to and with the said parties of the second part, their heirs and assigns, by these presents, that the said party of the first part, has not done, committed, or knowingly or willingly suffered to be done, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said party of the first part has here- unto set her hand and seal the day and year above written. Signed, Sealed and Delivered in the Presence of I.-f. ,-1 ,f;',~" ,', . .,(.....\,:J'/~::......- \ _i /<-. .-- 7' ,--x... /-:.:,,1(/<.. .l "_..;.,.. <'>, /'...1 ~1,.. .. ~f (SEAL) Dorothy uean Landis, Executrix of the Estate of Barbara J. Doran COMMONWEALTH OF PENNSYLV&~IA COUNTY OF ,I t"l -.-', "-1 /) '- (/.,V,'ji;:ICL.,:;,,/vIJ SS. On this, the )'jr; day of /'>"''''~cf1 , 2002, before me, the undersigned officer, personally appeared Dorothy Jean Landis, Executrix of the Estate of Barbara J. Doran, known to me (or satisfactorily proven) to be the person described in the forego- ing instrument, and acknowledged that she executed the same in the capacity therein stated and for the purposes therein con- tained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ) ....>2_~c~ ---'--" .........- /-?'"/ Notary Public My Commission Expires: (SEAL) -----' , ,h, :~~~~:g[~~it';.~;;"n~ :8C1 ~ .---' CERTIFICATE OF RESIDENCE I do hereDY certify that the precise residence and complete post office address of :ie within named grantees is \",':;1 \':i<~,'~"""'~"'.' _, ,,_,_ - '_ >:.~~, '~,___ \"1 ~-;<;S .) -(" 2002 / / /: //<.. / ,. / _ //~i<.~< ,/ , / Attorney/Agent for COMMONWEALTH OF PE~~SYLV?~IA SS. COUNTY OF RECORDED on tDlS day of 200 ,in the Recorder's Office of the said County, in Deed Book , Page Given under my hand and the seal of the said office, the date above written. , Recorder. !. Tvoe of Loan ]FHA 2. lFmHA 3. [X]Conv. Unins. 6.File Number 17.Loan Number 18.Mor~gage I. ]VA 5. lConv. Ins. I 7777913 I :Icte; This form is furnished to give you a s~atement of actual set::lemen~ cos~s. Amounts paid to ;I".-:wn. Items marked" (p.o.c)" were paid outside the closing; they are shown here for informational ::;..:! :.otals. J. :Iame and Address of Borrower ,c~n T. Titzel and Helen M. Titzel :C.'>1l-10NWEALTH LAND TITLE INSURANCE COMPANY ~. Settlement Statement U.S. Department of Housing and Urban Development OMS No. 2502-0265 Title Insurance No.D335535CP Insurance Case No. and by the settlement agent are purposes and are not included in IE.~ame and Address of Dorothy Jean Landis, estate of Barbara J. Seller IF.Name and Address of Lender Commerce Bank/Harrisburg, N A. 100 Sena~e Avenue executrix of the Doran Camp Hill, PA 17011 J.?r~per:.y Lccation Scarsdale Drive :.1~p Hi:"l, P.ll,. 17011 .ewer Al:!.en Tcwnshio. CUmberland Ccur.tv, PA ~. Su~qy OF aCRROWER'S TRANSACTION 100. GRCSS ~~Ct~ DUE FROM 9CRRCWER: :~n:'rac:' sa:es price .?ersonal proper:.y .Se:.:.leme~:' charges to bcrrower (line 1400) 1:0000.00 3708.19 H.Settlement Agent CCMM:ONWEALTH LAND T:::TLE INSURANCE COMP.'\..'1Y Place of SettlementO'll"i.v ~d.'..5..;--" Shiremanstown, PA 17011 II.Settlement Date I I March 28, 2002 I Marc Smith MSS K. SU~Y OF SELLER'S TRANSAC~!CN 400. GROSS AMOUNT DUE TO SELLER 401.Contract sales price 402.Personal property 403. 110000.00 Ac~uS:'~e~:'3 :0: i:.ems oaid bv seller i~ advar.ce ~o Ad~ust~ents :or i:.ems oaid bv se::er ~n advance _~.:i:y/tcwn :.axes to 03/28/02 to 12/3:/02 03/29/02 ::0 06.30/02 03/29/02 to O~/J:!02 C:Ju:::,y taxes . ~ 3 SC:~CCL :'AX .:? :'R.A..S:r/S::::'.-IE~ 327.::'3 277. I I 3.'JC 406.City/town taxes 407.County taxes 408 .SCHCOL TAX 409.TRASH/SEWER 03/28/02 t:J 12/31/02 03/28/02 ~o 06/30/02 03/28/C2 to 04/01/02 327.13 277.77 3.00 3~CSS ~~C~ DUE ?:<..C:-! 3CR.':lC'.-IER ~A:~~~S ?AI~ 3Y OR IN 3EHAL? OF 3C;;';;'C~ZR 114316.09 420. GROSS AMOL~ DUE T8 SELLER 500. REDUC:'ICNS IN .~OUNT DUE Te SZ:LER 110607.90 :e~cs~:' c: =ar::est meney ?r~~c~?a: amc~n:' of new loan{s) .::.:C3C:..::.g :'ca:-.:s) 50JO.00 80000.0::1 SOl.Excess Deposit (see instructions' S02.Sec:.lement charges to seller (line 503.Existing lear-is) :....00) H05.ao to Ad~ustments :or items unoaid bv se:":'er Ad~~st~en:'3 :or items unoaid bv seller :ityi:::wl"'. :::axes :.:;;;.:-.t../ taxes co 1105.00 :'C':'."'G ?::"::J 3Y/FCR ==C~R':;ER ~v~ :::A: A:' SE77:EMENT FROM/:'O BORROWER 4r~ss amc~n:' ~ue frem borrower (line 120: :eS3 3~CUnt3 ~aid bv/for borrower (line 22~: ::0.3 .:.;.s:.;: :X:C ?RCYI} ([ 1 TO) 80R.~OWER 8SCOO.OC 114316.09 95000.00 29,316.09 ~:J.City/town :.axes :;:.: . County taxes '0 520. TOTAL REJUCT!ON AMOUNT DOE SELLER 600. CASE AT SET~LEMENT TO/FROM S:::::L2R 60:.Gross amount due to seller (line 4=0\ 1:0607.90 1105.00 6C2.Less reduc:.:ons in amount due se:':er (line 520) 603. CASE ([XX] TO) ([ 1 FROM) SELLER 109,502.90 HUD-1 (3-35: RESPA, HE4205~2 ''"::::_'''19:: :4-35 110000.00 @ Paqe 2 of Form Aporoved OMS No. PAID FROM BORROWER'S FUNDS AT SETTLEMENT 2502-0265 PAID FROM SELLER'S FUNDS AT SETTLEMENT D335535CP L. SE7TLE~~ CHARGES 700. TOTAL SALES/BROKER'S COMMISSION based on crice $ Division of commission(line 700) as :ollows: $ to .$ to :~mmission Paid at Settlement S 800. I7EMS PAY.~LE IN CONNECTION . . to Lean .50 WITH . . LOAN Loan Origination Discount Fee to to C~rr:merce Bank/Harrisburg, Bank/Harrisburg, N.A. N.A. 400.00 250.00 .~ppraisal Fee Credit Report _ Lender's Inspection jccument prep. fee ~nderwr:..ting fee cour:ler fee to Ccmmerce to Fee f:ood certification Commerce Bank/Harrisburg, Commerce Bank/Harrisburg, Commerce Bank/Harrisburg, C=~dit Plus Solutions Co~merce Bank/Harrisburg, N.A. N.A. N.A. 150.00 245.00 25.00 11.00 75.00 processing fee N.A. 900. ITEMS RECUIRED BY LENDER TO BE PAr] :~ Interest from 03/28/02 to 04/01/02 is .:..DVANCE 16.11 /day /day 64.44 1 Int.erest. f:::cm to liS ~cr~gage Insurance Premium for ~azard Insurance Premium for mo. to y:::s.~" ~OOO.~ES2~VES CE?OSI7ED WI~~ ~E~ER .~a=ard insurance mc.]:S per mo. per mo. per mo. pe::: mo. .~ort.gage insurance . City property taxes County proper~y taxes mo 15 mo J'S mo 1$ ::JO. T:T~E C~~GES Set.t.:emenc or closing fee C0 ::~CNWEALTH LAND TrT~E 100.00 .~st=ac': or title searc~ -. -" "" e:O.mlnat.:.on T:.t.:e :.nsurance binder ~ot.ary :'"ee A':':::rnev's >:z"rc S. Smi.::.:'1 _~=~er Arensberg and Swart= 10.00 653.75 5.00 ,~ncl~ces acove i::.ems No. 1*****.**********1..*.**.*...... a.T~::e !~surar.ce :::,!)1CNWEAL3 LAND 1'::'L2: 380.00 <~ncluces above i~ems No.' l:J~ :;"'y:e:r's C0ve:r3.Ce $ $ 800~0. 1.*........*..**.1....*......... I**..**.***.**.*.I*...**~~...*.. 1*******.*.......1...*......*... _~Y:~er's cove:rage ::':JJOJ . ::::;r:CRS::::.~EY:"' P.:; 100 - CC, .E:~~RS:::~EY:"' r~ 300 t2 :::'~CNWEALTH CANIl TITLE ::~CNWEALTE LAND TITLE :::~CNWEALTH CAN!) T::TLE :::-!MCN""v.'EALTH LANe TITLE 50.00 50.00 50.00 15.00 ::::<':CRSE:.l:::~7 P.;; 900 IALTA 8.1) .EXPRESS Y'A::' to _~"~. GCV:::~NME:~ RSCCRDING AND TRh~SFER .R=c=rd~ng fees: Deed $ 27. C~ty!==~~ty tax/scamps: Deed S :~JO -- :v!cr::gage $ :.1cr::gage $ :.1cr':gage $ 37.50 Releases S 65.00 1100. DO '.Sta:e tax!sta~ps Deed S ~:JO. 1100.00 ::;.::::::c~.c:XG 14.00 ~~:J. AL'D:TrON~~ SETTLEMENT CHARGES 14::.T01'AL SETT:'EME~ CHARGES {entered OY: :~nes 103, SECTION J AND 502, Section K; - ..'.\1 'E2 (4-381 See ?age 3 for certif~cat.ion and signatClres 3,708.19 1,105.00 Page 3 of Form Approved OMS No. 2502-0265 Title Application No: D335535CP CERTIFIC.-;TION I direct and authorize the Company to make the distributions indicated for my account on the attached HUD-l Settlement Statement, recognizing that the Company is not responsible for the accuracy or validity of disbursement amounts or the completeness of disclosure of charges made by others. Disbursements made hereunder are guaranteed by the Company. Funds deposited with the Company in connection with the settlement are not held in trust, and interest or other valuable =onsideration may be earned and retained by the Company on such settlement funds I have carefully reviewed the HUD-l Settlement Statement and to accurate statement of all receipts and disbursements made on my t~at I~av~ rece~ved a copy of the HUD-l Settlement Statement. ,YL ( -W- :=o-gj,.._)J/~,1 the best of my knowledge and belief, it is a true and account or by me in this transaction. I further certify ~ ~~'4 ~~,,;;~ -- tI v ---->7~ur'.J Sellers .:='cidress Address !he HUD-l Settlement Statement which I have prepared is a :~Je and accurate account of this transaction. I have caused or ~~:: cause the funds to be disbursed in acc~rjance with tiis statement. ->0if!:;.?~ c- Settlement Agent J - clJ'-0d Dace N~~I~G: It is a cr~~e tQ ~nowingly ~ake false stacements :0 t~e United States or. this or any othe~ s~m~:ar fo~. ?ena:t~es u90n conv~c:~en can include a f~ne and imprison~en:. Fer details see: T~tle 18 U.S. C~de Sect~cn 1001 and Se-::::.or. 1J1J. :8=~ 471 (Rev. 11/87) REV-1503 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Barbara J. Doran SS!I 168-24-4465 12/05/2001 21-01-1160 All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER ITEM VALUE AT DATE DESCRIPTION UNIT VALUE OF DEATH NUMBER 1 John Hancock Life Insurance Company - Stock, Account 40.40 7,231.60 No. 4121-1958, CDSIP-41014S106, 179 shares at $40.40 per share TOTAL (Also enter on line 2, Recapitulation) 7,231.60 (If more space is needed. insert additional sheets of the same size) Copyright (el 1996 form software only CPSystems.lnc. Form REV-1503 EX (Rev. 1-97) BigCharts - Historical Quotes Page 1 of 1 ~e a.;mChart; CHOOSING a Mutual Fund Isn't Easy. Let Us Help You. Mutual funds CIlS MarketWatch -- EITISI S)'mbol/KiJ'fwords;' (--~-" C'.Jb.JJSilltiwif.;Nkl)J! I,.t) INTE1/ACTlVE CHARTING .. Home Quotes News IndustriQ$ Mark&ts Historicill Quotes 81gREilports This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. 1.1 , Enter Symbol: jJHF Enter Date: l12/05/01 .. Hancock John Finl Svcs Inc VVednesday, December 05,2001 JHF Da'l , y- Closing Price 40.40 39.80 40.95 39.80 1,509,600 Go To Charting 1!!iJ~~ ~ ~JI!lln~l~ " t _tjl.~_! 40 , __I ~-i---+" 39 -r _ - 38 1 -i- 37 Dee i 02 <>[il,,)~h.:d:::(;;:-n 'Jpen High Low: VoililTle No Splits 2-lvionth Daily Chart of Hancock John Finl SVGS Inc .:~...."...,,~ ~."'...;~~:O,"~'^i .,(1" Trade Here -- "'-', Trade Here ',~ Trade Here Trade Here @BlgCharts.com Home I About I Bookstore I Media Relations llicensina I Job Oooortunities I Contact Us I Feedback 1.t:!@iQ Copyright @ 1998-2002 Marketwatch.com Inc. User aareement applies. See OUf orivacv statement. Historical and current end-af-day data provided by FT Interactive Data. C;",ner-mec on 10.20.26.1 http://bigcharts. ..1 default. asp?detect= 1 &symbol= JHF &c1ose _ date= 12%2F05%2FO 1 &x=35&y= 1 1/9/02 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara J. Doran SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 5511 168-24-4465 FILE NUMBER 21-01-1160 12/05/2001 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 . VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2000 Chevrolet Impala Vehicle - VIN-2G1WF55K3Y9166667-so1d at 13,000.00 private sale 10 11 12 13 14 15 16 17 18 2 Contents of home and personal property - Sold at private sale 100.00 3 Allstate Insurance Company - Refund of Automobile Insurance 42.50 4 American Movie Classics - Refund 9.71 5 AT&T - Refund 2.05 6 Commonwealth of PA - Public School Employees Retirement System - final retirement benefit payment. 288.44 7 Penn Treaty Network America Ins. Co. - Refund of Insurance Policy No. P257700. 18.56 8 PNC Bank, N.A. - Checking Account No. 5140016875, date of death balance $1,618.36, accrued interest $0.00. 1,618.36 9 PP&L - Refund 15.54 Susquehanna Valley Federal Credit Union - Share Account, date of death balance $6,619.48, accrued interest $17.70. 6,637.18 Susquehanna Valley Federal Credit Union - Certificate, date of death balance $11,609.04, accrued interest $7.78. 11,616.82 Susquehanna Valley Federal Credit Union - Certificate, date of death balance $5,690.23, accrued interest $2.92. 5,693.15 Susquehanna Valley Federal Credit Union - IRA (no living beneficiary named), date of death balance $2,443.85, accrued interest $9.36. 2,453.21 Travelers Insurance - Refund 172.00 Verizon - Refund 4.44 Contents of home and personal property sold at public sale 8,470.50 Diamond Ring - As per attached appraisal 1,574.10 Paintings and Lithographs - As per attached appraisal 320.00 TOTAL (Also enter on line 5, Recapitulation) $ 52,036.56 (It more space is needed, insert additional sheets of the same size) Cocyright(c) 1996 form software only CPSystems.lnc. Form REV-1508 EX (Rev. 1-97) JAN-18-2002 12:14 PNCBANK CIF DEPARTMENT 412 705 0057 P.01/01 0PNCBAN< January 18, 2002 James D Bogar Attorney at Law One West Main 5t Shiremanstown. P A !7011 scp RE: Estate of Barbara J Doran (Deceased) SSN: 168-24-4465 DOD: 12-05-2001 Dear Mr Bogar: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account#5140016875 Established 07-01-1971 BARBARA. J DORA1'J DOD balance: $1,618.36 Non interest bearing account Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accou.rltS). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~JV4/ Erica L Schlegel 1-800-762-1775 P7-PFSC-04-F 500 First Ave, 4" Fl elF Pittsburgh PA 15219 Ylc:mber FDIC SUSQUEHANNA -- ~ VALLEY FEDERAL CREDIT UNION December 27,2001 James D. Bogar ft.ttcrney at L~PN One West Main Street Shiremanstown PA 17011 RE: The Estate of Barbara J. Doran SSN 168.24.4465 Dear Mr. Bogar: The above referenced decedenr did have accounts with us as follows: 1. A share account ope:led 9/16/69 with a date of death balance of $6619.48 plus accrued interest $17.70 for a total value of $6637.18. 2. A certificate originally ope:led 4/3/98 with a date of death balance of $11609.04 and accrued interest of $7.78 for a total value of $11616.82. This certificate has a maturity date of 4/3/02 but may be ("!I"'\c::prl ::It :='11\1 tin-1Q I^'i+h.....q!+ ."""'tQ:l:=.lh/ ...,,'-"---..... '-'" -, 'J ..',....... ,. '..., "......'- ,...'...... '.....'..J. 3. A certificate originally opened on 8/20/94 with a date of death balance of $5690.23 and accrued interest of $2.92 for a total value of $5693.15. This certificate has a maturity date of 8/20/02 but may be closed at any time without penalty. 4. An IRA opened 11/21/85 with a date of death balance of $2443.85 plus accrued interest of $9.36 for a total of $2453.21. All of the above accounts were titled in the name of Barbara J. Doran with no joint owners. The IRA account has no living beneficiary named. .-~ L,. "'- ,---- " ---- 385(' f-L".RTZDALE DRIVE- CA)/!P H1LL. PA 17011-7809 LOCAL: (:-'17) -"]7-->1::::: TOLL FREE: (8COI 9~8-1~5~ FAX: 1:-'17) 737-0589 %~-- / .. \.. i -:--.-- \,~ . '--../ The Credit Union carries a group life insurance policy on our members which pays a death benefit based on the share account balance and the age of the member when various deposits were made. We have filed the claim. I estimate this benefit to be about $2500. Since there is no beneficiary designated, this life insurance proceed will become a part of the Estate. There is also a loan on the account which is fully secured by the shares and certificates. There is no credit life insurance on this loan. If you need information on this loan, we will be pleased to provide it on written request. If we can be of any further assistance, feel free to call. Sincerely, _/// . /, . _-;-:. /f'" " "00 --...., . ~ .~ 'J - ......--- t(..~<-- Larry L. Stoner President/CEO IBIj\1Q~1~ Trust Your Special Moments To Mountz. February 4, 2002 D. 1. Landis, Executor 717 Haldeman Blvd New Cumberland. PA 17070 Dear 0.1. Landis,. At your request I examined the jewelry you submitted for valuation and have provided an opinion of the Fair Market Value for the estate of Barbara 1. Doran. This report is valid only in its entirety and the final figure excludes any applicable taxes. You may wish to take this into consideration when using the report. The value conclusions are subject to limiting conditions that are set forth in the bOdy of the report. To the best of my knowledge and experience, I estimate the jewelry has a total Fair Market Value of 51,574.10. Photographs are included with the original report for your reference. I suggest that you keep your copy of this report in a safe place. TIns report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). If I can be of any further assistance. please call. Sincerely. /'c//' _- / ~/"""'c;i.l / // n } }n...;//~ L/' I Linda L. Cunningham G.G. Certified Gemologist Appraiser. AGS Enclosures i.\:S-' .:~ 3780 Trindle Road . Carh~'l-ril~;PA 17011 . om 763-11 99 ThwW lliIiIIewelelilii!l' 'iii- ROLEX Table of Contents . Letter of Transmittal . Table of Contents . Purpose . Intended Use . Definition of Fair Market Value . Approach to Value . Market . Limiting Conditions . Subscriptions Retained for Value Consulting . Metal Markets . Certification . List of Laboratory Instruments . Item Descriptions . Photograph(s) . Biographical Information This repon is valid only in its entirety and for its stated purpose and intended use and was prepared in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP). Purpose The purpose of this repon is to describe and document the quality of the jewelry listed and to estimate it's Fair Market Value. Statements and Limiting Conditions Intended Use The intended use of this repon is for providing an estate appraisal listing the Fair Market Value for use in the resolution of the Barbara J. Doran. Valuation Date: 02/01/2002 Definition of Fair Market Value The fair market value is the price at which the propeny would change hands between a willing buyer and willing seller, neither being under any compulsion to buy or sell and both having reasonable knowledge of relevant facts. The fair market value of a particular item ofpropeny... is not to be detennined by a forced sale price. Nor is the fair market value of an item of propeny to be detennined by the sale price of the item in a market other than that in which such item is most commonly sold to the public, taking into account location of the item wherever appropriate. Taken from Treasury Regulation 20.2031-1 (h) Approach to Value There are three traditional approaches to value that are as follows: Income approach: Applies to income producing properties and is used only if an income situation or rental propeny can be identiiied. Market Data approach: Compares the qualities of the subject item to an article with similar or identical qualities, and researches and records current verifiable sales of such merchandise. Cost approach: Establishes the total value of an item by considering the value of its component pans (precious metal content, gemstone weights and qualities, labor, and any other fees) together with the appropriate retail marknp according to the norms of the jewelers in the locale, supply and demand, and the current state of the marketplace. Page 2 of2 Fair Market Value is estimated using the market data approach. Neither the income approach nor the cost approach apply in establishing Fair Market Value. However, the cost approach to value was used to check on the reasonableness or market values found. Market To value an item a market (and market level) must be recognized. The most appropriate market for jewelry can vary depending upon the article's age, condition, quality, intrinsic content, aesthetic appeal, provenance, current fashion trends, artistic interpretation, period of manufacture among others. The type of retail outlet that most commonly carries the items being appraised is considered to be the most appropriate market. However, the auction market was also considered as another appropriate market in establishing Fair market Value for this type of jewelry. Limiting Conditions The jewelry described within has been aualyzed and graded in accordance with prescribed grading standards using "state of the art" methods and precision laboratory equipment. Jewelry constructed solely of, or in combination with, precious metals (i.e. platinum, palladium, yellow or white gold and/or silver) is tested, aualyzed and described for its type and content of such metal. Unless otherwise stated, all gemstone weights, grades and measurements are approximate and stones have not been removed from their mountings. Diamonds are graded with the prescribed grading nomenclature of the Gemological Institute of America (GIA) and the use of pre-graded permanent master diamond color comparison stones. Colored stones are color graded according to the GIA color grading system. Unless otherwise stated. all colored stones listed on this appraisal report have probably been subjected to various treatments to improve their appearance. Treatments are considered usual and customary practices when properly disclosed and when done without intent to defraud the consumer. The treatments are mostly stable and do not require special care. When a treatment is detected and considered unusual it will be so noted by this appraiser. Some treatments are reversible and re-treatable. It may be beyond the scope of an appraisal to determine exact treatment methods or the amount of treatment present. Some treatments require sophisticated equipment not found in a standard gemological laboratory. Prevailing market values are based on these universally practiced and accepted processes by the gems and jewelry trade. Sources are assumed to be reliable and the appraiser does not assume responsibility for their iuformation. fhe appraIser assumes the ownership of the subject property is true as stated by the client. The fees paid for this appraisal do not include the services of the appraiser for any other matter. In particular. fees paid to date do not include any of the appraiser's time or services in connection with any statement, testimony or other matters before an insurance company, its agents, employees or any court or other body in connection with the property herein described. If the appraiser is required to testify or to make any statements to a third party concerning the described property and/or appraisal. the applicant shall pay the appraiser for all of such time and services so rendered. This document is limited to its stated intended use and is invalid if all items listed in the Table of Contents are not present. Unless expressly stated, the items appraised are in good condition. Any serious deficiencies and repairs are noted. Ordinary wear and tear is not noted. The iuformation in this report is confidential. Page 3 of3 This appraisal process does not discover liens, encumbrances. or fractional interests but, if known, they are noted. The lintited owner of this appraisal is the party for whom the work was performed. Possession of this report does not provide title to the items appraised. Possession of this report, any portion of this report, or any copy thereof, does not include the right of publication without the appraiser's written consent. Use of the information contained in the appraisal is invalid if all items listed in the Table of Contents are not present. Each item described in this report has been photographed and file copies of the photograph(s) as well as a copy of the report are maintained in the appraiser's files for at least five years after the report date. Third parties may rely on the information in this report fortlle defined purpose and intended use only. Third parties requiring further information than what is in the report must obtain the written perntission of the owner of the appraisal before the appraiser will discus the report. No changes may be made to this report by anyone other than the appraiser. The appraiser cannot be responsible for unauthorized alterations. The professional relationship between the appraiser an~ the client ends with the delivery of this report. Subscriptions Retained for Value Consulting Drucker, Richard - The Guide. Northbrook, II.. Rapaport, Martin - Rapaport Diamond Report, New York, NY Metal Market Gold Silver Platinum 02/04/2002 $279.20 $4.24 $428.00 List of Laboratory Instruments Binocular nticroscope Electronic scale Touchstone and acids S pectrascope Polariscope Refractometer Heavy liquids Diamond light and graded master comparison diamonds Leveridge gauge Thermal conductivity diamond tester U1traviolet light unit Proportionscope Dichroscope Chelsea color filter Page 4 of 4 Certification . I hereby certify that, to the best of my knowledge and belief: . The statements of fact contained in this report are true and correct . The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my unbiased professional analysis, opinions, and conclusions. · I have no present or prospective interest in the property that is the subject of this report and I have no personal interest or bias with respect to the parties involved. . My compensation is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of my client, the amount of the value estimate, the attainment of a stipulated resnlt, or the occurrence of a subsequent event . I have made a personal inspection of the property that is the subject of this report. . No one provided significant professional assistance to the person signing this report · My analyses, opinions, and conclusions were developed. and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. ,L Linda L. C 'ngIiam G.G. Certified Gemologist, AGS 02/04/2002 Page 5 of 5 Prepared For: Barbara J. Doran Date: 02/04/2002 Item Diamond Ring One 14K white gold lady's solitaire engagement ring with one, approximately .82 carat round brilliant cut diamond. The ring is a Tiffany style setting with a tall, six prong head and a near-knife edge pinched shank. The shank tapers from 2.4 mm at the shoulders to approximately 2.35 mm at the bottom of the ring. The ring is stamped "BROGAN 14K" and has a gold filled ring guard. The ring weighs 2.9 grams. Diamond Grading Report Shape and Cut: Measurements: Weight: Round brilliant 5.79 x 5.86 x 3.80 mm (approximate) 0.81 C15. (estimated) Depth: Table: Girdle: Culet: 65.20% 64.2% Thick, frosted, I natural Small Finish Polish: Symmetry: Good Good Clarity: Color: VS-2 K Comments: AGS Cut Grade 5 Total Approximate Estate Value Excluding Ta" $ 1.574.10 Total Approximate Estate Value for All Items - Excluding Ta,,: $1.574.10 One thousand five hundred seventy-four dollars and ten cents Signature of Appraiser: i >Jt:k /y~~~/) - :/ - Linda L. Cunningham G. G. Certified Gemologist, AGS Page 6 of6 Biographical Background and Qualifications Appraiser's Name Education: Bachelor of Arts, the University of Missouri, 1981. Graduate Gemologist, Gemological Institute of America, 1992. Registered Jeweler, American Gem Society, 1998. Certified Gemologist, American Gem Society, 1999. Certified Gemologist Appraiser, American Gem Society, 2001. Business: In the jewelry trade since 1995. , Page 7 of7 [} I. l.::r:di, . ~.""l 'II' 1~~r:L::~:-': ....I!~ _Ii ~ APPRAISAL P~rsonal Property of 'BAiZe, AKA D01~,.J 5 S c4r'-s dA L6 Oil.., C4ftP /-Iu..L p/.}, Appraised by Chuck E. Bricker AU094.L Date 1- <g-J..2 ITEM VALUE ITEM VALUE /t- Pc'S A/ZiL-VL\:LV- .:/I 32 C, {)c ( C f\ '-'-~ B A,' tAL C/..1 .h' I .-::.-- 4U1..1CI 'f-L ~ \ , -Pcu~I/~tJs $d/)t!h '1'/ (me &~>d j./;I;'tJj'ra/J;s ?rdt7eh t</.fttJ~ .8;rd~. /1 lb 12/9'7d . CledeJand- -$7~-:~ -tPdz rj1ICrtftj5e3d 1 //1 /7~ f('ames _1...5"/.5;L- . ;]Joq.W<f/i1'd - eM/~ . ;li(,~ Fra~ : 1/ JotJl7.I$c:itN. ~~~, c-d..~ /JilrrM5'e.l ~fr/77 31.11 \.... f!~eh - /ftcy>2:L/,h ~5"j;s-zJ. frame. k/ehatd V6(P ~ .$ -3-S: ~ $ o! (J.:I 1- . jun:/u:/5t"d ~/7 7 . P4f1,. - llli Cfra; h i/ / j ~ R/tkf'J t/;~e. $-1.1,.)0 f'?{rr:!.AdJ~.?t --1/..s/77 , 1larn #j '- tt)akr('hJ:v- J1r] 1Ir/c;(efrt2PJclf ~~S;N tIJ/lram~ purc)C/sed f'/.5/77 . (J/;rtST(;!a.~ //C'Lt5e- c...7iiahr {b~r ;])CltJe kegftfratt'o,~ -fJf.tlz!lid.SC'4.f1j (;am-e. .I js; /1 Earl BJlI~t, ~/I, "S~hdl~/hQtJse, "" f/d/t/e -I';?H, rl - A~rdJtf5d od/77 nr .d'%.s-.~ I'r~m -Prt7me. _ ~~.37 .#.5 Tv. IJfddi~~ :]) t} na / J I!~' Ide J;ra ~d 1$ , ;:/F.3 WIfJ Ie r 7Tude f -7: 'Y,s; ~ WeLter u/& r " f(,'c,hard..l/o/;:-e " . 1/ ".f-..'\:," II ~" .$-1' ." Weslr:.O,1l4 '-.5lIJ'I$'" , ,,--..?a..~\'..: 0-' "-P1'Ll!:li.. e.$l ---L-G1 ' \' u. . "- -. \- lYJe (;;/7'1/'5 - , . fJre~ Jhrr]~~ ()t()/ -- / ?cN1 -f)-dme..~c5?O.S-./f' (/.;~ . \, " . fV/j), f VYw! l'fI/Jh . ,,: ),~\~\ . [r/lmf', ~fjfI,.;:lIJ.<'." \ , (Jtlr(.1/ (!o/ide. '. . '-\4f0;tt0 fl/!erJ7!Nn 8/;tutl tiC'Uf S,' ,;",,',:, , 'I?tz m~ - II o(~ ,;U J tJ f II/}. Ir .J L ff erfLj /"0$ : /7~/eS,,- C:<7/d?~ ~ Ie. tHJ , psee5 - ~/.,( ~ - /tJ, o-d /J /./-. 'I lfl~-t-t.,;. " rlf 11J7r.1/? - \ ~_;..r ..I"y -$ t5: c-c 17.-v.:r:1S ~ " frame -~3??o ' , REV-1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara J. Doran SSfI 168-24-4465 12/05/2001 FILE NUMBER 21-01-1160 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES, 1 Iron Kettle Restaurant - Funeral luncheon 435.60 2 Parthemore Funeral Home - Funeral and internment 8,267.50 3 Russin Monument Co. , Bellwood, Pennsylvania - Grave Monument 160.00 B. ADMINISTRATIVE COSTS, 1. Personal Representative's Commissions 7, no. 00 Name of Personal Representative(s) Dorothy Jean Landi s Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 717 Haldeman Blvd. City New Cumberland State PA Zip 17070 - Year(s) Commission Paid: 2. Attorney's Fees James D. Bogar Esquire 7,nO.00 3. Family Exemption: (It decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip - Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 273 . 00 5. Accountant's Fees 6. Tax Return Preparers Fees Greenawalt & Co. 250.00 7. Other Administrative Costs 1 AT&T - Telephone Bill-Final 37.37 2 Bonnie K. Miller, Treasurer - 2002 Real Estate 421. 48 Taxes-County/Township 3 Carol Boy Ie - House cleaning 3/24/02 and 3/26/2002 120.00 4 Chuck Bricker, Auctioneer - Appraisal-Paintings and Lithographs 75.00 5 Chuck Bricker, Auctioneer - Commissions and Expenses of Public 1,nO.00 Sale of personal property. Total of Continuation Schedule(s) 3,974.48 TOTAL (Also enter on line 9, Recapitulation) $ 31,324.43 (If more space is needed, insert additional sheets of the same size) ::}oyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Barbara J. Doran Soc Sec #: 168-24-4465 Date of Death: 12/05/2001 Item # Continuation of Schedule H-B7 (Other Administrative Costs) Description Amount 17 18 19 20 2l 22 23 24 25 6 Commerce Bank - Check Charges 27.74 7 Cumberland Law Journal - Estate Advertisement 75.00 8 Free Flow - Drain Cleaning 125.00 9 Home Depot - Purchase of shower head (required for sale of real estate) 21.17 10 Jane Kraft - House cleaning 3/24/02 90.00 11 Lower Allen Township - Sewer/Refuse 1/1/-3/3l/02-Bill-Final 67.50 12 Mark S. Smith - Notary 5.00 13 Mountz Jewelers - Appraisal 50.00 14 Pa. American Water Company - Water Bill-Final 54.88 15 Patriot News Co. - Estate Notice Advertisement 85.39 16 PP&L - Electric Bill-Final 224.62 Recorder of Deeds - Realty Transfer Tax 1,100.00 RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns 850.00 SECCO, Inc. - Pipe repairs 363.95 Terminix - Required treatment costs for sale of real estate 90.10 Tom BustIer - House cleaning 3/24/02 90.00 U.S. Postal Service Certified Mail 17.83 UCI - Cas Bill-Final 292.51 Verizon - Telephone Bill-Final 93.79 Wolf Appraisal Croup - Real Estate Appraisal 250.00 -. Estate of: Barbara J. Doran Sac Sec #: 168-24-4465 Date of Death: 12/05/2001 Item II Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount 3,974.48 AEV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara J. Doran SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SSI! 168-24-4465 12/05/2001 FILE NUMBER 21-01-1160 Include un reimbursed medical expenses. ITEM NUMBER 1 Diane Beible of death. DESCRIPTION Reimbursement for gift pledge made prior to date AMOUNT 25.00 2 Lifeline - Final Bill 30.00 3 MBNA - Credit Card-Final Payment 83.74 4 Silver Spring Ambulance & Rescue - Ambulance Service-Final 337.50 5 Susquehanna Valley Federal Credit Union - Balance due and payable under contract for vehicle loan, contract entered into by Decedent prior to date of death. 18,191. 00 6 United States Treasury - 2001 personal income tax due 185.00 TOTAL (Also enter on line 10, Recapitulation) $ 18,852.24 (If more space is needed, insert additional sheets of the same size) C.:Jpyright(c) j996 form software only CPSystems.lnc. F'Jrm REV-1512 EX ',Rev. 1-97) SUSQUEHANNA ~"""- VALLEY FEDERAL CREDIT UNION January 14, 2002 James D. Bogar Attorney at Law One West Main Street Shiremanstown PA 17011 RE: The Estate of Barbara J. Doran SSN 168.24.4465 Dear Mr. Bogar: In response to your letter of January 9. 2002. we provide the follow;ng: 1. A check for the life insurance proceeds in the amount of $2532.97 is enclosed. 2. A copy of signed loan documents is also enclosed. The loan is secured by the member's shares, so the shares would be held until the loan is satisfied. The date of deat.'l ba'2'-ice. including accrued interest is $18.191.00. Please call for a payoff amount for any given date. The loan may be paid by transferring e.'<isting shares. If that is YOL.:r wisr.. please provide instructions to do sc 3. Information on the IRA will be for'h3cc:ec: under separate cover. Sincerely. . '--/ I. ~~ ;::~'-''- _~ ,1- ,: -- r--......---~'" Larry L. Stoner President/CEO c"~ ~. --:.:::: 38SiJ HARTZDALE DRIVE . CX'v[P HILL, PA 17011-7809 LOCAL: (717"-,-..+1:52 TOLL "ReE. I,<crl) 9"8-1434 FAX: (717. cT-0589 ~~. . ., " ~ ~ ~ , REV.1513 EX +(9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TJ()( RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES '. ESTATE OF Barbara J. Doran SSlf 168-24-4465 12/05/2001 FILE NUMBER 21-01-1160 RELATIONSHIP TO DEC~DENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributIons, and transfers under Sec. 9116(a)(1.2)] 1 Dorothy Jean Landis 717 Haldeman Blvd. New Cumberland, PA 17070 Friend Specific bequest of diamond ring, paintings and lithographs. 2 Richard Landis 717 Haldeman Blvd. New Cumberland, PA 17070 Friend Specific bequest of paintings and lithographs. Note: I::orothy E. I::oran, mother, predeceased I:ecedent, having died on March 9, 1998 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. 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 Camp Hill United Methodist Church - Camp Hill, Pennsylvania _ Residuary Beneficiary 2 Harrisburg Area Community Theater - Harrisburg, Pennsylvania - Residuary Beneficiary One-third (1/3) rest, residue & I remainder One-third (1/3) rest, residue & remainder One-third (1/3) rest, residue & remainder of of 3 Humane Society of Harrisburg Area Inc. - Harrisburg, Pennsylvanie - Residuary Beneficiary of TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (Jf more space is needed, insert additional sheets of the same size) -.- .,"" ""'____''''''''A"',,_h,, ..'A'C".., ", !:M_ CI:'V_1~1~ CV ,C~, " "'" -. "" "1 ~~ LAST WILL AND TESTAMENT OF BARBARA J. DORAN I, BARBARA J. DORAN, of 5 Scarsdale Drive, Camp Hill, Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and Codicils heretofore made by me. FIRST: I give and bequeath my diamond ring to my friend, DOROTHY JEAN LANDIS, of 717 Haldeman Boulevard, New Cumberland, Pennsylvania. SECOND: If DOROTHY JEAN LANDIS predeceases me, I direct that this bequest lapse and be and become a part of my residuary estate to be distributed as set forth hereinbelow. THIRD: I give and bequeath my paintings and litho- graphs to my friend, DOROTHY JEAN LANDIS and her husband, RICHARD LANDIS. \ FOURTH: If both DOROTHY JEAN LANDIS and her husband, \ ~ RICHARD LANDIS, predecease me, I direct that this bequest lapse and be and become a part of my residuary estate to be distributed as set forth hereinbelow. FIFTH: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, jncluding any property over which I hold power of appointment and , together with any insurance policies thereon, to my mother, DOROTHY E. DORAN, provided, however, same be held IN TRUST in accordance with the provisions of Clause SEVENTH hereinbelow. SIXTH: If my mother, DOROTHY E. DORAN, predeceases me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (A) One-third (1/3) thereof to the HARRISBURG "' Upon the death of my mother, DOROTHY E. DORAN, any and all principal, along with all income not distributed, shall pass in accordance with the provisions of Clause SIXTH as set forth in ~_f , my will hereinabove. ~ EIGHTH: In addition to all powers granted law and by other provisions of this Will, I give the acting hereunder the following powers, applicable to ty, exercisable without court approval and effective distribution of all property: ~- (A) To sell at public or private sale, 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 (including credit, with or without security) or 1 ,~, -,' ,~ ~ COMMUNITY THEATER, of Harrisburg, purposes as the governing body of appropriate. (B) One-third (1/3) thereof to the HUMANE SOCIETY OF HARRISBURG AREA, INC. - WEST SHORE SHELTER, of Mechanicsburg, Pennsylvania, for general purposes as the governing body of that organization deems appropriate. (C) One-third (1/3) thereof to the CAMP HILL UNITED METHODIST CHURCH, of Camp Hill, Pennsylvania, for general purposes as the governing body of that organization deems appropriate. SEVENTH: As to the Trust established herein for my mother, DOROTHY E. DORAN, I give, devise and bequeath the share or shares of my mother, DOROTHY E. DORAN to my hereinafter named Trustee or Trustees, IN TRUST, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income only, for my mother's health and welfare. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the income, such insurance policies as will provide for my mother's medical care. Pennsylvania, for that organization general deems to them by fiduciaries all proper- until actual 2 ~ ~ x ~ conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance pOlicies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. NrNTH: I nominate and appoint DOROTHY JEAN LANDIS as Trustee of the hereinabove described Trust. In the event of the 3 .. death, resignation or inability to serve for any reason what- soever of the said DOROTHY JEAN LANDIS, I nominate and appoint MARIE H. GREGORY, of 8 Scarsdale Drive, Camp Hill, Pennsylvania, as Trustee of the hereinabove described Trust. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. TENTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. ELEVENTH: I nominate and appoint DOROTHY JEAN LANDIS, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said DOROTHY JEAN LANDIS, I nominate and appoint MARIE H. GREGORY, Executrix of this, my Last will and Testament. I direct that my Executrix, Trustee or Trustees, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this Iv~ day of .~~ ,1993. _.:-fi141-4/ BARBARA J. DO Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. "~ /;4.<M J v - (I~4jd I). &~ {/ Address Address 4 (~ 10, Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of Barbara J. Doran No. 21-01-1160 also known as Date of Death 12/05/2001 ,Deceased Social Security No. 168 - 24 -4465 Dorothy Jean Landis, 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 Me verify that the statements made in this Inventory are true and correct. IMe 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 James D. Bogar Esquire Attorney: 1.0. No.: 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Personal Representative Sig'''"'' ~~an (21,;-;./ /~ Signature: \;"" 717 Haldeman Blvd. Address: New Cumberland, PA 17070 Telephone: 717/774-6863 Dated: 8/27/02 Description Value (See continuation page(s) attached) (Attach additional sheets if necessary) Total: 169,268.16 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. P'epared by the Pennsylvania Bar Association ::;uoyright (c) 1996 fo.m software only CPSystems.lnc. Form#RW-7 (1992) INVENTORY Estate of: Date of Death: County: Barbara J. Doran 12/05/2001 Cumberland CASH: 2000 Chevrolet Impala Vehicle - VIN-2GIWF55K3Y9166667-sold at private sale 13,000.00 Allstate Insurance Company - Refund of Automobile Insurance 42.50 American Movie Classics - Refund 9.71 AT&T - Refund 2.05 Commonwealth of PA - Public School Employees Retirement System - final retirement benefit payment. 288.44 Contents of home and personal property - Sold at private sale 100.00 Penn Treaty Network America Ins. Co. - Refund of Insurance Policy No. P25 7700. 18.56 PNC Bank, N.A. - Checking Account No. 5140016875, date of death balance $1,618.36, accrued interest $0.00. 1,618.36 PP&L - Refund 15.54 -1- Susquehanna Valley Federal Credit Union - Share Account, date of death balance $6,619.48, accrued interest $17.70. Susquehanna Valley Federal Credit Union - Certificate, date of death balance $11,609.04, accrued interest $7.78. Susquehanna Valley Federal Credit Union - Certificate, date of death balance $5,690.23, accrued interest $2.92. Susquehanna Valley Federal Credit Union - IRA (no living beneficiary named), date of death balance $2,443.85, accrued interest $9.36. Travelers Insurance - Refund Verizon - Refund PERSONAL PROPERTY: Contents of home and personal property sold at public sale Diamond Ring - As per attached appraisal Paintings and Lithographs - As per attached appraisal -2- 6,637.18 11,616.82 5,693.15 2,453.21 172 . 00 4.44 8,470.50 1,574.10 320.00 41,671. 96 10,364.60 STOCKS/LISTED: John Hancock Life Insurance Company - Stock, Account No. 4121-1958, CUSIP-41014S106, 179 shares at $40.40 per share 7,231.60 REAL ESTATE/PA: All that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 5 Scarsdale Drive, Camp Hill, Pennsylvania. 1l0,000.00 TOTAL RECEIPTS OF PRINCIPAL... ............ -3- 7,231.60 1l0,OOO.00 169,268.16 ---------------- ---------------- /7-~p- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COVNTY ACN 10-07-2002 DORAN 12-05-2001 21 01-1160 CUMBERLAND 101 *' REV-1547 EX AFP (01-02> BARBARA J Anount Renitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i547-E3f-AFP--foY:02Y-NorIcE-oF-YNHEifiTANcE-r-,{x-jrpPRA-isEi"-ENT~--ALrowAircE-crli------------ ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DORAN BARBARA J FILE NO. 21 01-1160 ACN 101 DATE 10-07-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 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) 110,000.00 7,231.60 .00 .00 52,036.56 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 31,324.43 18.852.24 (11) (12) (13) (14) NOTE: If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: IS. Anount of Line 14 at Spousal rate (IS) 16. Anount of Line 14 taxable at Lineal/Class A rate (16) 17. Anount of Line 14 at Sibling rate (17) 18. Anount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 169,268.16 50.176 67 119,091.49 117,197.39 1,894.10 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045= .00 X 12 = 1,894.10 X 15 = (19)= .00 .00 .00 284 . 11 284 . 11 . ..-. n........... I+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-01-2002 CDOO0909 14.21 269.91 TOTAL TAX CREDIT 284 . 12 BALANCE OF TAX DUE .0ICR INTEREST AND PEN. .00 TOTAL DUE .0ICR * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ""CREDIT"" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expresslY reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPDSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS. AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. OISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 lOX .000274 2000 8X .000219 1987 9X .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. IN RE: ESTATE OF BARBARA J. DORAN LATE OF LOWER ALLEN TWP., CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-1160 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN that Dorothy Jean Landis, Executrix of the Estate of Barbara J. Doran, deceased, has this date filed her First and Final Account and Statement of Proposed Distribution in the above-captioned Estate in the Cumberland County Register of Wills Office where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account as filed. YOU ARE FURTHER notified that any exceptions or objections to said Account must be filed in writing at the Cumberland County Clerk of the Orphans' Court Office not later than the audit day of said Account sched- uled as set forth below. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court at 9:30 A.M. on Tuesday, November 26, 2002, at which time said Account will be audited. Date: 10/25/02 ( l James D. g r, Esquire Attorney the Estate One West Main Street Shiremanstown, PA 17011 (717) 737-8761 cc: Dorothy Jean Landis Richard Landis Harrisburg Community Theater Humane Society of Harrisburg Area Inc. Camp Hill United Methodist Church IN RE: ESTATE OF BARBARA J. DORAN, LATE OF LOWER ALLEN TWP., CUMBERLAND COUNTY r PENNSYLVANIAr DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTYr PENNSYLVANIA ORPHANsr COURT DIVISION NO. 21-01-1160 NOTICE TO THE ATTORNEY GENERAL, COMMONWEALTH OF PENNSYLVANIA, OF PROCEEDINGS AFFECTING CHARITABLE INTERESTS NOTICE IS HEREBY GIVENr that the First and Final Account and Statement of Proposed Distribution of Dorothy Jean Landisr Executrix of the Estate of Barbara J. Doranr was filed in the Cumberland County Register of Wills Office on October 25r 2002. In the absence of exceptions to the Accountr it will be called for audit by the Court at 9:30 A.M. on TuesdaYr November 26, 2002. A copy of the First and Final Account and Statement of Proposed Distribution is attached hereto. A copy of the Will of the decedent is also enclosed herewith. The names and addresses of the specific charities affected by this proceeding are: Harrisburg Community Theater 513 Hurlock Street Harrisburgr PA 17110-1489 Humane Society of Harrisburg Area Inc. Sinclair & Eppley Roads Mechanicsburgr PA 17055 Camp Hill United Methodist Church 417 South 22nd Street Camp Hillr PA 17011 The name and address of the Executrix is Dorothy Jean Landisr 717 Haldeman Boulevardr New Cumberlandr PA 17070. ~~ The name and address of Counsel for the fiduciary is James D. Bogar, Esquire, One West Main Street, ShiremanstoWTI, PA 17011. All charities referred to herein were given a written Notice of Filing Account, which Notice included a full and complete copy of the First and Final Account and Statement of Proposed Distribution, said Notice being sent on or about October 25, 2002, a copy of which is enclosed herein. ESTATE OF BARBARA J. DORAN Da t e: 10 / {).!5 J D z., By: /' gar, Esquire f r the Estate Certified Mail 7000 1530 0001 0192 2814/ Return Receipt Requested Addressee: Commonwealth of Pennsylvania Office of the Attorney General Charitable Trust & Organization Section Strawberry Square - 14th Floor Harrisburg, PA 17120 cc: Dorothy Jean Landis COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-1160 ESTATE OF BARBARA J. DORAN, DECEASED ------------------------------------ ------------------------------------ FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF Dorothy Jean Landis, Executrix -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Date of Death: December 5, 2001 Date of Executor's Appointment: December 21, 2001 Date of First Advertisement of Letters: January 1, 2002 Accounting for the Period: December 5, 2001 to October 24, 2002 -------------------------------------------------------------------------------- -------------------------------------------------------------------------------- Purpose of Account: Dorothy Jean Landis, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during this administration. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: James D. Bogar Esquire Attorney Identification No. 19475 One West Main Street Shiremanstown, PA 17011 717/737-8761 SUMMARY OF ACCOUNT Estate of Barbara J. Doran, Deceased For Period of 12/05/2001 through 10/24/2002 PRINCIPAL Receipts: Per Inventory Filed This Account 1-3 Net Gain (or Loss) on Sales or Other Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions Family Exemption Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand For Information: Investments Made Changes in Investment Holdings INCOME Receipts: This Account Net Gain (or Loss) on Sales or Other Disposition Less Disbursements Balance Before Distribution Distributions to Beneficiaries Income Balance on Hand Investments Made Changes in Investment Holdings COMBINED BALANCE ON HAND Proposed Distributions to Beneficiaries Page 3 3 4 4-6 6 6 7 8 9 9 10 Current Value 18,852.24 8,863.10 6,893.33 269.91 15,790.00 0.00 Fiduciary Acquisition Value 180,868.61 (395.06) 180,473.55 50,668.58 129,804.97 1,894.10 127,910.87 1,713.97 0.00 1,713.97 0.00 1,713.97 0.00 1,713.97 129,624.84 0.00 129,624.84 --------------- --------------- --------------- --------------- --------------- --------------- SCHEDULE A RECEIPTS OF PRINCIPAL CASH: 12/28/01 2000 Chevrolet Impala Vehicle - VIN-2G1WF55K3Y9166667-sold at private sale 01/22/02 Allstate Insurance Company - Refund of Automobile Insurance 04/09/02 American Movie Classics - Refund 04/25/02 AT&T - Refund 04/04/02 Commonwealth of PA - Public School Employees Retirement System - final retirement benefit payment. 02/12/02 John Hancock Life Insurance Company - Life Insurance Policy No. M07533232 02/12/02 John Hancock Life Insurance Company - Life Insurance Policy No. M01859834 02/12/02 John Hancock Life Insurance Company - Life Insurance Policy No. M08571506 01/29/02 Penn Treaty Network America Ins. Co. - Refund of Insurance Policy No. P257700. 12/05/01 PNC Bank, N.A. - Checking Account No. 5140016875, date of death balance $1,618.36, accrued interest $0.00. 04/30/02 PP&L - Refund 12/05/01 Susquehanna Valley Federal Credit Union - Share Account, date of death balance $6,619.48, accrued interest $17.70. 1 13,000.00 42.50 9.71 2.05 288.44 1,934.67 3,939.74 3,188.07 18.56 1,618.36 15.54 6,637.18 Fiduciary Acquisition Value 12/05/01 Susquehanna Valley Federal Credit Union - Certificate, date of death balance $11,609.04, accrued interest $7.78. 12/05/01 Susquehanna Valley Federal Credit Union - Certificate, date of death balance $5,690.23, accrued interest $2.92. 12/05/01 Susquehanna Valley Federal Credit Union - IRA (no living beneficiary named), date of death balance $2,443.85, accrued interest $9.36. 01/17/02 Susquehanna Valley Federal Credit Union - Life Insurance 03/07/02 Susquehanna Valley Federal Credit Union - Close-out of Share Account 04/23/02 Travelers Insurance - Refund 04/16/02 Verizon - Refund PERSONAL PROPERTY: 04/02/02 Contents of home and personal property - Sold at private sale 03/25/02 Contents of home and personal property sold at public sale 12/05/01 Diamond Ring - As per attached appraisal 12/05/01 Paintings and Lithographs - As per attached appraisal STOCKS/LISTED: 02/12/02 John Hancock Life Insurance Company - Stock, Account No. 4121-1958, CUSIP-41014S106, 179 shares at $40.40 per share 2 11,616.82 5,693.15 2,453.21 2,532.97 5.00 172.00 4.44 100.00 8,470.50 1,574.10 320.00 7,231.60 53,172.41 10,464.60 7,231.60 12/05/01 02/12/02 12/05/01 01/04/02 REAL ESTATE/PA: All that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 5 Scarsdale Drive, Camp Hill, Pennsylvania 110,000.00 TOTAL RECEIPTS OF PRINCIPAL........... .... 110,000.00 180,868.61 SCHEDULE B GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL John Hancock Life Insurance Company - Sale of 179 shares @ 38.2488 with $10.00 Fee Net Proceeds Fid. Acq. Value 6,836.54 7,231.60 TOTAL GAINS AND LOSSES/PRINCIPAL........... LESS LOSS... . . . . . . . . . . . . . . . . . . . . . . . . . . NET GAIN OR LOSS. . . . . . . . . . . . . . . . . . . . . . . . . . . SCHEDULE C DISBURSEMENTS OF PRINCIPAL SCHEDULE C-1 DEBTS OF DECEDENT Susquehanna Valley Federal Credit Union - Balance due and payable under contract for vehicle loan, contract entered into by Decedent prior to date of death. Diane Beible - Reimbursement for gift pledge made prior to date of death. 3 Gain 0.00 395.06 (395.06) 18,191. 00 25.00 Loss 395.06 395.06 01/04/02 01/04/02 04/04/02 08/15/02 12/28/01 01/04/02 03/21/02 12/21/01 12/21/01 01/09/02 01/09/02 01/15/02 01/15/02 01/29/02 Lifeline - Air Ambulance-Final Bill 30.00 MBNA - Credit Card-Final Payment 83.74 United States Treasury - 2001 personal income tax due 185.00 Silver Spring Ambulance & Rescue - Ambulance Service-Final 337.50 TOTAL DEBTS OF DECEDENT............................. SCHEDULE C-2 FUNERAL EXPENSES Iron Kettle Restaurant - Funeral luncheon 435.60 parthemore Funeral Home - Funeral and internment 8,267.50 Russin Monument Co., Bellwood, Pennsylvania - Grave Monument 160.00 TOTAL FUNERAL EXPENSES.............................. SCHEDULE C-3 ADMINISTRATION EXPENSES Cumberland Law Journal - Estate Advertisement 75.00 Register of Wills - Register of Wills 267.00 Chuck Bricker, Auctioneer - Appraisal-Paintings and Lithographs 75.00 Wolf Appraisal Group - Real Estate Appraisal 250.00 Commerce Bank - Check Charges 27.74 Lower Allen Township - Sewer/Refuse 1/1/-3/31/02-Bill-Final 67.50 Patriot News Co. - Estate Notice Advertisement 85.39 4 18,852.24 8,863.10 02/12/02 02/19/02 02/19/02 03/07/02 03/21/02 03/21/02 03/23/02 03/25/02 03/25/02 03/28/02 03/28/02 04/04/02 04/04/02 04/04/02 04/04/02 04/04/02 04/18/02 08/28/02 TO BE PAID SECCO, Inc. - Pipe repairs 363.95 Mountz Jewelers - Appraisal 50.00 PP&L - Electric Bill-Final 224.62 Bonnie K. Miller, Treasurer - 2002 Real Estate Taxes-County/Township 421. 48 AT&T - Telephone Bill-Final 37.37 Verizon - Telephone Bill-Final 93.79 Chuck Bricker, Auctioneer - Commissions and Expenses of Public Sale of personal property. 1,770.00 Free Flow - Drain Cleaning 125.00 Home Depot - Purchase of shower head (required for sale of real estate) 21.17 Mark S. Smith - Notary 5.00 Recorder of Deeds - Realty Transfer Tax 1,100.00 Carol Bogle - House cleaning 3/24/02 and 3/26/2002 120.00 Jane Kraft - House cleaning 3/24/02 90.00 Pa. American Water Company - Water Bill-Final 54.88 Tom BustIer - House cleaning 3/24/02 90.00 UGI - Gas Bill-Final 292.51 Terminix - Required treatment costs for sale of real estate 90.10 Register of Wills - Filing Fee for Inheritance Tax Return and Inventory 25.00 RESERVES: Costs to conclude administration of Estate including preparation and mailing of Fiduciary Income Tax Returns 850.00 5 TO BE PAID TO BE PAID 03/01/02 04/04/02 TO BE PAID 08/27/02 TO BE PAID James D. Bogar, Esquire - Reimbursement for costs advanced for certified mail and Short Certificates 29.83 Register of Wills - Filing Fee for Accounting and Statement of Proposed Distribution 191.00 TOTAL ADMINISTRATION EXPENSES....................... SCHEDULE C-4 FEDERAL AND STATE TAXES Register of Wills - Pa. Inheritance Tax Prepayment 269.91 TOTAL FEDERAL AND STATE TAXES....................... SCHEDULE C-5 FEES AND COMMISSIONS Greenawalt & Co. - Preparation of 2001 personal income tax 250.00 Dorothy Jean Landis - Personal Representative's Commission 7,770.00 James D. Bogar, Esquire - Attorney's fee for representation of Estate as per agreement - partial payment 2,590.00 James D. Bogar, Esquire - Attorney's fee for representation of Estate as per agreement - balance due 5,180.00 TOTAL FEES AND COMMISSIONS.......................... TOTAL DISBURSEMENTS OF PRINCIPAL.................... 6 6,893.33 269.91 15,790.00 50,668.58 Dorothy Jean Landis 10/22/02 10/22/02 Richard Landis 10/22/02 SCHEDULE D DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Dorothy Jean Landis - Diamond Ring 1,574.10 Dorothy Jean Landis - One-half (1/2) interest in paintings and lithographs 160.00 Richard Landis - One-half (1/2) interest in paintings and lithographs TOTAL DISTRIBUTIONS TO BENEFICIARIES. . . . . . 7 1,734.10 160.00 1,894.10 PRINCIPAL BALANCE ON HAND # Units Description *Cash Contents of home and personal property sold at public sale Diamond Ring John Hancock Life Insurance Company Paintings and Lithographs R/E Susquehanna Valley Federal Credit Union Travelers Insurance 8 Current Value or as Noted (131,942.64) Fiduciary Acquisition Value (131,942.64) 8,470.50 1,574.10 (7,231.60) 320.00 110,000.00 17,309.97 (131,942.64) (1,327.67) 172.00 --------------- --------------- --------------- --------------- SCHEDULE G RECEIPTS OF INCOME SCHEDULE G-l DIVIDENDS John Hancock Life Insurance Company 12/28/01 Dividend payable 12/13/01 TOTAL DIVIDEND INCOME..................... SCHEDULE G-2 INTEREST Commerce Bank 10/21/02 Interest earned in Checking Account No. 0513362699 Interest earned in Savings Account No. 0626027601 33.94 10/21/02 1,568.34 Susquehanna Valley Federal Credit Union 01/17/02 CD, interest earned from date 24.51 of death to close-out of account 01/17/02 CD Interest from date of death 17.10 to close-out of account 01/17/02 IRA interest earned on account 10.56 from date of death to close-out 03/07/02 Interest earned in Share 4.03 Account -------------- TOTAL INTEREST INCOME..................... TOTAL RECEIPTS OF INCOME.................. INCOME BALANCE ON HAND Current Value # Units Description or as Noted *Cash 1,713.97 1,713.97 1,713.97 1,713.97 9 55.49 55.49 -------------- -------------- 1,602.28 56.20 1,658.48 1,713.97 Fiduciary Acquisition Value # Units PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary Acquisition Value or as Noted Camp Hill United Methodist Church Camp Hill United Methodist 43,208.28 Church - Camp Hill, Pennsylvania - Residuary Beneficiary 0.00 43,208.28 Harrisburg Area Community Theater Harrisburg Area Community 43,208.28 Theater - Harrisburg, Pennsylvania - Residuary Beneficiary 0.00 43,208.28 Humane Society of Harrisburg Area Humane Society of Harrisburg 43,208.28 Area Inc., Harrisburg, Pennsylvania - Residuary Beneficiary 0.00 43,208.28 0.00 129,624.84 10 AFFIDAVIT Dorothy Jean Landis, Executrix under the Last Will and Testament of BARBARA J. DORAN, deceased, hereby declare under oath that he/she has fully and faithfully discharged the duties of his/her 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 his/her 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. /1\ . /L ~- (j/ . ,-/ " -~;f \ (. 't')-~~. __i,.(L_€ ' Dorothy Jean an~s,' Executrix / Subscribed and sworn to by Dorothy Jean Landis, Executrix before me this JJfH- day of Octo~l2- , 2002. -Ko'f)o\.Q d! u..J~CiCt ))'v) Notary Public NOTARIAL SEAL 8O""1E L WILLIAMS, NOTARY PU9UC SHIREMANSTOWN BOROo,/. CUMBERLAND C~. MY COMMISSION EXPIRtS ~P].1.!J8. ZPlL 11 r ~fUrtifI ~oo i~~i8i;Ij ~ 0 ~ a f~~_ e ~ f!j ~ rn i I! ~I i ~ ~i!~~,~ ti:il it ~~~~~ /j. .~.,it5ea :;~::J"'II ifs.;~zt! ~~ VI .~. 1.li'~", ~s ~ . !i~ii;i5 ~- ~ if 9., -. ~ ~::IO'- . III , · 0 0 :1 oO-J,J -g~€, a."!" I -Q.'C !. ~ 0 :='0.0, O"$::)t" c a. ::::lE o=~ ::I -r lilt - .. :1' .. ~~c;: e 0 c: !.?; ~ ~i::iR GI.~a 'Cn~~ ~~&:i ., .. c. ~.~ ;3l. '''0 t-' ~~ ~ 6 CIl. ~n ~ t-'~ 0 0 ~ g- o 11 t1 ~. l\..l ~. ~ CIl 1-" l\..l 8 g l\..l - - DrVISION OF ALL-STAn ALL-S~~TRE~~~~l, :7152 SF. 07153-Blo 071 ~ ~ ~ OO~ !I!i I: ~ d: ~ho ~f:l i ~~~ iSg~'" sl lii ~~~ ~~m ~1iJ ~ 1iJ~~ t:d ~ ~~ ~ UH/'UIl .~ ! Ii", ~ 't9.1 Id,rA ~ ~ ~;:I!I!Ui i 'iJ9.li~; f jgildH B - if ,~,~ ~ ~ - . . C-- IN RE: ESTATE OF BARBARA J. DORAN, LATE OF LOWER ALLEN TWP., CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-01-1160 AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND JAMES D. BOGAR, being duly sworn according to law, deposes and says that in accordance with Cumberland County Orphans' Court Rule No. 5.5, he caused the Notice to the Attorney General, Commonwealth of Pennsylvania, of Proceedings Affecting Charitable Interests, in the above-captioned matter to be served by Certified Mail, Return Receipt Requested, as indicated by the attached receipt cards. Sworn to and subscribed before me this 30+~day of OC+ob-R.Q.., 2002. -:BunT) u d ~cvwvJ Notary Public My Commission Expires: NOTARIAL SEAL 8ONN1E l. WILLIAMS, NOTARY PUBLIC SHIREMANSTOWN BORO., CUMBERlAND CO. MY COMMISSION EXP!IlJ:<: ~ "OIL 18 2005 . . /U.S. Postal Service / CERTIFIED MAil RIECEIPT (Domestic Mail Only; No Insurance Coverage Provided) "U (j) ..,., )> o -..J g: 3 OiD c.v Oz (Xl oc -J. 3 -J. ...... 16 U1' E- wo -< o.g '" (0 o~ ~ g~ ......~ os. ......2 ",or N!6 "'" N CX> ...... ,j:>. .I M ~ II:lRf,~f ~;r.Uti:!.i Pf; 1 ru o o 3 CD ~ o' :0 CD s: OJ :0 CD () CD -g' ru 0- M Cl M Cl Cl Cl Postage <<.; ;;J: $ ,., ,...." ~-i4-r- "'...:..1....'" <> '" ~ '" g :!:: g Rl Certified Fee ----.H-. . +.I.,! .J Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) ~.U.l.!!.l ~':,., 11 Total Postage & Fees Cl m Lr) Sent To ornrronwea 1 0 ennsy M Office of Attorney General Cl si;;'ei,'A;;i.'No:;-o-'-Pi5'Bo~'NO.m.uuu.m.__...___.mmmnm.m..m____.m.m Cl Charl table Trust & Organization Sec. ~ fi~l~r~~J:~r,'r~lo~rfl-o'sq':::'T:n:1'c'FToor~ PS Form 3800, May 2000 See Reverse for Instructions f'> W :5 ~ f'- c.J OO~~ CD fJ$'~S ~ ~. 2: 2 ~m~~ s:iilo.-o ~o.s:CD ~ :0 CD ~ 0' eD a. o ~ <' CD -< .-.) ~ iii ;p ~ 000 O:om p~~ ~ 3 m :0 00 ill s: m ~ -g' Q o <t- oo ::I:(f)non llIrt::J'1--f10 11111l11--f18 11 Pi 11 1-'- I-"~ 1-"0 UlO"rt(J)::l 0"(J)1lI ~ ~I1O"O(J) ~~ ~1--f1~ ~ rtrt ~'@2ffi::J' llIUl:J:::l~ I--'l1rtrt -..J (J) rt 'I:l ...... I R'> 0 (J) ~~o8g IT I-i (J) Ul ::J'lQ -< -< "Ij ~ ...... ...... 1-" fii ~ 8 N ::l ::l 1lI (J) 1-'- I1rtl1ll1 1-"1lI o ...... ::l s: CD (J ;;; m OJ a. or CD :-" . . Q~n~~1t() g~st:a3~ .....:set'< ~"O ffi :T :E g, =+; [ ~c;rCD"""IJJ(1) a(")o:J<D;::;: :a~gJ39:~ ::;.;a...,CD$lcn ~ ~ oe-~ ~-~ !ll:r3Q.o.!" mm_DlmDl "0 0- ::r a. :;, :J mDlmQ--~Q. 3~2m-<~ S:9.a~ur~ . .......... Q. en ::r0 mO CD "< ~~. (") 3 g ii1 0 ~.. ii1 -5 "Q. ~ (i) CD Ci1 ..... J6 m m )> :+ o' iD )> a. a. iil 00 00 ~ L COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL MIKE FISHER ATTORNEY GENERAL November 4, 2002 Public Protection Division Charitable Trusts & Organizations Section 14th Floor, Strawberry Square Harrisburg, PA 17120 Telephone: (717) 783-2853 Fax: (717) 787-1190 James D. Bogar, Esq. One West Main Street Shiremanstown, PA 17011 ;?/-o/- //60 RE: EST A IE OF BARBARA J. DORAN Dear Attorney Bogar: This will acknowledge receipt of your Notice dated October 25, 2002 regarding the above-captioned matter. After reviewing the First and Final Account and Last Will and Testament, I have no objection. At your earliest convenience, kindly forward me a copy of the Court's executed decree or the fully executed releases, whichever method you employ. Please be advised that the above review was made pursuant to the parens patriae function of this Office and has no bearing on any matter unrelated to that function. Very truly yours, /1 ~/#~, Iff ;JeL. Thomas M. Devlin Senior Deputy Attorney General TMD/mlm STATUS REPORT UNDER RULE 6.12 ~, t./ oK Name of Decedent: Barbara J. Ibran Date of Death: December 5, 2001 Will No. 21-01-1160 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes XX No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No X d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 12/6/0/. James D. gar, Esquire Name (P lease, type or print) One West Maln St. Shiremanstown, FA 17011 Address (17) 737-8761 Te 1. No. Capacity: Personal Representative (MAH:rmf/AM3) x Counsel for personal representative