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Home My WebLink About03-07-06 AV,N McNees Wallace & Nurick LLC attorneys at law ELIZABETH D. LEWIS PARALEGAL DIRECT DIAL: (717) 237-5497 E-MAIL ADDRESS:ELEWIS@MWN.COM March 3, 2006 VIA CERTIFIED MAIL Cumberland County Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 \..< RE: ESTATE OF MALCOLM G. HARRO SSN: 188-09-5937 Cumberland County No. 2005-00084 Our File: 23017-0001 Ladies and Gentlemen: Enclosed for filing for the above-referenced estate are the following documents: A. Pennsylvania Inheritance Tax Return (two originals); B. Inventory; C. Check payable to "Register of Wills, Agent" in the amount of $4,586.23, for tax due on the inheritance tax return; and D. Check payable to the "Register of Wills" in the amount of $150.00 for filing fees and additional probate fees. Please date-stamp the enclosed copies and return them to me in the envelope provided. Thank you. Yours truly, , ~""''t\lliW Elizabeth D. Lewis Estate Paralegal edl Enclosures c: Betsy L. Crouse (w/encl.) iDe: Elizabeth P. Mullaugh (WID encl.) p.o. Box 1166 · 100 PINE STREET. HARRISBURG, PA 17108-1166 · TEL: 717.232.8000. FAX: 717.237.5300. WWW.MWN.COM HAZLETON, PA · LANCASTER, PA · STATE COLLEGE, PA · COLUMBUS, OH · WASHINGTON, DC REV-15oo EX (6-00) . . OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ~L COUNlY CODE -.Q-L 0084 _ _ _ YEAR NUMBER W t- ~~U) o~~ W 0..0 ::I: 00 o ~..J o..m 0.. of( I- Z W C W o w c DECEDENl'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Harro Malcolm DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 12/11/2004 4/6/1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REGISTER OF WILLS SOCIAL SECURITY NUMBER G SOCIAL SECURITY NUMBER 188-09-5937 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE [XJ 1. Original Retum D 4. Limited Estate [X] 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82) D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Attach 5ch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS I- Z W C Z o Q.. en w 0:: 0:: o o Elizabeth P. Mullau h, Es ire FIRM NAME (If Applicable) McNees Wallace & Nurick LLC TELEPHONE NUMBER 717-237-5243 100 Pine Street Harrisburg, PA 17101 1. Real Estate (Schedule A) 0.00 0.00 0.00 0.00 97,740.31 6,400.80 1 (1 ) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (4) (5) z o i= :3 :::) I- 0:: c( o W 0::: 6. Jointly Owned Property (Schedule F) (6) D Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 0.00 8. Total Gross Assets (total Lines 1-7) (8) 10,381.47 3,510.00 104,141.11 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) (11 ) 13,891.47 90,249.64 0.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) ( 12) ( 13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 90,249.64 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax z rate, or transfers under Sec. 9116 (a)(1.2) o ~ 16. Amou nt of Line 14 taxable at lineal rate t- ::) ~ 1 7. Amou nt of Line 14 taxable at sibling rate o o 18. Amount of Line 14 taxable at collateral rate >< ~ 19. Tax Due 20. D 0.00 85,249.64 0.00 5,000.00 x.O ~ (15) x .0 45 (16) 0.00 3,836.23 0.00 x .12 (17) x.15 (18) 750.00 4,586.23 ( 19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < 3W46451.000 ~ Decedent's Complete Address: STREET ADDRESS 515 16th Street Cumberland CllY New Cumberland STAlE PA ZIP 17070- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 4,586.23 0.00 450.00 23.68 Total Credits (A + B + C) (2) 473.68 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penalty (0 + E) (3) 0.00 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4,112.55 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the Make Check (58) 4,112.55 AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;. . . . . . . . . . . . . . . . . . b. retain the right to designate who shall use the property transferred or its income;. . . c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury. I declare that I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of pr rer other than the personal representatil/9 is based on all information of which preparer has any knowledge. SIGNATURE ON RESR LE F. FILING RETURN Yes No D D D D ~ ~ ~ ~ ~ []) DA 4/ 'a ADDRESS 560 Cartref Road SI~~E O~~~R~~~R~"~S;rA1NE ADD~ T\- 1\ Etters, PA 17319 '3 ) 311l,P 17101 For dates of death on or after July 1, 1994 and before January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% (72 P.S.9 9916 (a) (1.1) (i)]. F or dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P .s. 9 9116 (a) (1.1) (ii)) The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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. 99116(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. 9 9116(1.2} [72 P.S. S 9116(a}(1}]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% (72 P.S. 9 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. 3W4646 1.000 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Malcolm G. Harro FILE NUMBER 21 05 0084 I nclude the proceeds of litigation and the date the proceedS were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 1999 Ponitac Grand Prix VIN #lG2WJ52M9XF323964 5,000.00 2 Proceeds from sale of real estate prior to death. See attached Settlement Sheet. Valued per sale of home on 12-17-04 82,273.80 3 ~sc. Household furnishings 1,540.00 4 UGI- Utilities Refund 39.49 5 Waypoint Bank - Checking Acct No. 1000022573 8,219.81 6 Waypoint Bank Checking Acct No. 4100001065 667.21 3W46AD 1.000 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 97,740.31 REV-1509 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Malcolm G. Harro SCHEDULE F JOINTL V-OWNED PROPERTY FILE NUMBER 21 05 0084 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Crouse, Betsy L 560 Cartref Road, Etters, PA 17319 Daughter B. Crouse, George E 560 Cartref Road, Etters, PA 17319 Son-in-law c. Gammon, Jodi JOINTLY-OWNED PROPERTY: lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE I NCLUDE NAME OF FINANCIAL INSTITlfTlON AND BAN< ACCOUNT DATE OF DEATH DECD'S VALUE OF N...t.1BERORSlMILAR IDENTIFYING NUMBER ATTACH DEED FOR NUMBER TENANT JOINT JOINTLY -l-ELD REAL EST ATE. VALUE OF ASSET INTEREST DECEDENTS II\ITEREST 1. A. 1 BCAI: 1/22/1993 PSECU - Checking Acct No. 0188095937 876.82 25.0000 219.20 2 B 1/18/1989 PSECU - Checking Acct No. 1182407942 12,363.20 50.0000 6,181.60 TOTAL (Also enter on line 6 Recapitulation) $ 6,400.80 3W46AE 1.000 <If more space is needed, insert additional sheets of the same size) Estate of: Malcolm G. Harro Name C Gammon, Jodi D Gammon, Wayne S . . Schedule F Part 1 (Page 2) Address 1363 Old Virginia Court, Marietta, GA 30067 1363 Old Virginia Court, Marietta, GA 30067 188-09-5937 Relation Daughter Son-in-law REV-1511 EX+(12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Malcolm G. Harro ITEM NUMBER A. B. 2. Debts of decedent must be reported on Schedule I. DESCRIPTION FUNERAL EXPENSES: 1. Aver Memorial Home & Cremation Total from continuation schedules 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State PA Zip Year(s) Commission Paid: Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 4. Street Address City State Zip Relationship of Claimant to Decedent 5. Accountant's Fees Probate Fees 7. 6. Tax Return Preparer's Fees 1 2 3W46AG 1.000 Cumberland Law Journal Legal Advertising Kevin Dietz Detailing of decedent's car Total from continuation schedules FILE NUMBER 21 05 0084 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ AMOUNT 1,989.74 902.50 6,500.00 510.52 75.00 130.00 273.71 10,381.47 Estate of: Malcolm G. Harro Item No. 2 3 4 Description Brachendorf Memorial Headstone Holiday Inn Funeral Luncheon Shoops Cemetary . Schedule H Part 1 (Page 2) Total (Carry forward to main schedule) . 188-09-5937 Amount 195.00 382.50 325.00 902.50 . Estate of: Malcolm G. Harro Schedule H Part 7 (Page 2) 3 McNees Wallace & Nurick LLC Costs advanced as follows: Duplicating: $22.00 Postage: $13.13 Long Distance: $1.40 4 McNees Wallace & Nurick LLC Reserve for closing 5 The Sentinel Legal Advertising 6 u.S. Postal Service Postage Total (Carry forward to main schedule) . 188-09-5937 36.53 100.00 115.25 21.93 273.71 REV-1512 EX + (12-03) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Malcolm G. Harro SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21 05 0084 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Manor Care Nuring Home Care 3,484.00 2 Pinnacle Health Hospital Medical Expenses 26.00 3W46AH 2.000 TOTAL (Also enter on line 10, Recapitulation) $ (\f more space is needed, insert additional sheets of the same size) 3 510.00 REV-1513 EX+ (9-00) . SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Malcolm G Harro NUMBER I 1 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Betsy L. Crouse 560 Cartref Road Etters, PA 17319 I RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21 05 0084 AMOUNT OR SHARE OF ESTATE Daughter Daughter None None 25,574.89 25,574.89 2,500.00 2,500.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 3W46Al 1.000 30% of Residue: 25,574.89 2 Jodi Gammon 1363 Old Virginia Court Marietta, GA 30067 30% of Residue: 25,574.89 3 Jack Heffelfinger 513 16th Street New Cumberland, PA 17070 4 Patricia B. Intrieri 513 16th Street New Cumberland, PA 17070 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART". ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 . Estate of: Malcolm G. Harro Schedule J Part 1 (Page 2) Item No. Description 5 Jodi Gammon, Trustee f/b/o Brock J. Gochenaur 1363 Old Virginia Court Marietta, GA 30067 40% of Residue to Jodi Gammon, Trustee f/b/o Brock J. Gochenaur 1363 Old Virginia Court Marietta, GA 30067: 34,099.86 . 188-09-5937 Relation Amount Great Grandchild 34,099.86 . . ESTATE OF MALCOLM G. HARRO PENNSYLVANIA INHERITANCE TAX RETURN TABLE OF CONTENTS (EXHIBITS) A. Copy - Short Certificate evidencing the appointment of Betsy L. Crouse as Executrix, together with copy of Last Will and Testament of Malcolm G. Harro, dated October 29, 2003 Schedule E - Cash, Bank Deposits & Misc. Personal Property B. Settlement Statement from Sale of Property located at 515 16th Street, New Cumberland, Cumberland County, PA 17070 C. Kelley Blue Book Value for 1999 Pontiac Grand Am D. Waypoint Bank DaD Values Schedule F - Jointly Owned Property E. PSECU DaD Values EXHIBIT A -,~ ~, . . .' . .. . .~ " . ~: ...._:_.~ .. ~.~.._ ~..~. . . ...' ~_"._' .. ,.. . '..' J :'. .' . __ .. .' .; REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS , 'J ~ t. '. (I.; "It, t'( I "1~ L .~ I~) ~~1~ ' , j · · """~(/ -.;,h'I:" , /",J · .~,~)) 't/" / '.... ~ ':, I~I' .,:. .. ,f I _, II" :. 1'1 ,:: . : "::(.'J." I~' .. ?j . . , . I .1 ~ , ~ .":~\V t~' .. r..". '\ . . .' , \ j" ~~ ". No. 2005-00084 PA No. 21-05-0084 Es ta te Of: MALCOLM 'G HARRO (First, Middle, Last) , ' I Late Of: NEW CUMBERLAND BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 188-09-5937 '" /.' WHEREAS, on the 27th day of January 2005 an instrument 'dated October 29th 2003 was admitted to probate as the last will of MALCOLM G HARRO (First, Middle, Lastl late of NEW CUMBERLAND BOROUGH, CUMBERLAND County, who died on the 11th day of December 2004 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: BETSY L CROUSE who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 27th day of January 2005. lJLj~ ~f2ft;-Jqvcf C~ . . -eputy' . ~- ~~ **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) e e WILL OF MALCOLM G. HARRO I, MALCOLM G. HARRO, of the Borough of New Cumberland, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments "" imposed by any governmental body as a result of my death, whether on property passing ~ under this will or otherwise, shall be paid from my residuary estate as soon as practicable ~ after my decease as a part of the expense of the administration of my estate. ~ ITEM II. I give and devise the sum of Five Thousand ($ 5,000.00) Dollars to my friends, JACK HEFFELFINGER and PATRICIA B. INTRIERI, in equal shares, provided that . each of them survive my death. In the event that either of them predeceases me or fails to survive my death by sixty (60) days, I leave the full sum to the survivor provided they survive my death by sixty (60) days. ITEM III. I give, devise, and bequeath the rest, residue and remainder of my possessions and estate of every nature and wherever situate as follows: A. Thirty (30%) percent thereof to my daughter, JODI GAMMON, provided she survive my death by sixty (60) days and, if she does not so survive my death, to my great-grandson, BROCK J. GOCHENAUR, provided he survive my death by sixty (60) days. B. Thirty (30%) percent thereof to my daughter, BETSY L. CROUSE, provided she survive my death by sixty (60) days and, if she does not so survive my death, to my great-grandson, BROCK J. GOCHENAUR, provided he survive my death by sixty (60) days. Page 1 of 5 ~ e e C. Forty (40%) percent thereof to my great-grandson, BROCK J. GOCHENAUR, provided he survive my death by sixty (60) days and, if he does not so survive my death, then to the other persons taking under this Item III of this my last will in the same portions as they take their shares hereunder. ITEM IV. Should any of my issue entitled to a share of my estate not have attained the age of twenty-five (25) years at the time for distribution to him or her, I devise and bequeath the share of such issue to my hereinafter named trustee, IN SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and the accumulation of income thereon, and to use and apply from time to time such portion of income and i principal thereof as my trustee thinks proper for the comfortable support, maintenance, health, welfare, and education of the issue or to make payment for such purposes, without further responsibility, directly to such issue, or directly to any person taking care of such issue (provided, however, that there shall be no distributions or payments made to my granddaughter, JENNIFER ANNE CROUSE, under any circumstances). Any principal or income not so applied shall be distributed to such issue when he or she attains the age of twenty-five (25) years, or if he or she dies prior thereto, to his or her personal representative. ITEM V. I appoint my daughter, JODI GAMMON, trustee of the trust or trusts created by this my last will. ITEM VI. I appoint my daughter, BETSY L. CROUSE, executrix of this my last will. Should my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my daughter, JODI GAMMON, executrix of this my last will. ITEM VII. In addition to the other powers and authorities granted to my trustee, executor, or other personal representative by Pennsylvania Law and by the preceding Page 2 of 5 : c e tit paragraphs of this my last will, I hereby give my personal representatives, expressly including any trustee, the following special powers and authorities: A. . To retain any or all of the assets of my estate, real or personal (including any stock or securities of any corporate fiduciaries), without any regard to any principle of diversification, risk, or productivity; B. To invest and re-invest in all forms of property without restriction to inv'estments authorized for Pennsvlvania Fiduciaries, as my trustee deems proper, without regard to any principle of diversification, risk or productivity; c. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my trustee deems proper and in the best interests of the beneficiary or beneficiaries of said trusts; D . To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time deems proper in its sole discretion; E. To compromise any claim or controversy; F . To exercise any option, right, or privilege granted in insurance policies or in other investments; ~ " G. My trustee may accumulate the income from this trust during the term thereof but may, from time to time, distribute from current income or from accumulated income or from principal such amounts as my trustee, in its sole discretion, deems advisable for the education, welfare, and comfort of the trust beneficiary. H. My trustee is prohibited from making payments or distributions from the trust to my granddaughter, JENNIFER ANNE CROUSE, even if the beneficiary of this trust resides with her. My trustee may make application Page 3 of 5 J . e e directly for the benefit of the beneficiary without making payments or distributions to Jennifer Anne Crouse. ITEM VIII. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM IX. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand this "Z.9~ day of OC-TbBa2.. ,2003. ..~ &if ot~~4 ~f I/PYL-<J eOL G. HARRO The preceding instrument, consisting of this a~d three other typewritten pages, each identified by the signature of the testator was on the date thereof signed, published, and declared by MALCOLM G. HARRO, the testator therein named, as and for his last will, in the presence of us, who at his request, in his presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~~ln 'uel . Andes ~~ Amy ins Page 4 of 5 J " e tit . . . y " "....... COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND The undersigned, being the testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. '"'illA J,~ -br . MAtcOLM G. HARRO~JV/..d Sworn or affirmed to and acknowledged before me by the testator named above this z.'~ day of 0 C n8e,.e , 2003. NOTAAlM. $EAl sue l" EMRENm.D. MOT~ ~n CO LEtAOlNE BORG., CU"B",,~ . 9ft COMMtSStON EXP'R A · 7 COUNTY OF CUMBERLAND ) ( 55.: ) COMMONWEALTH OF PENNSYLVANIA WE, SAMUEL L. ANDES and AMY HARKINS, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testator sign and execute the instrument as his last will; that he signed it willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testator signed the will as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and acknowledged before me this 2. , ~ day of ()c1t>~f?1( ,2003. g~~?~~~~ Sam L. Andes ~~ Amy Har ~ ~ Notary ~c 5 EXHIBIT B e -~ ~ement Statement U.S. Department Of HOtJ$In~ ~nd Urbsn Development ~ ,r OMS No. 2502-0265 2. 0 FmHA 3. 0 Conv. Unlns F'de.~l,ITTlber 8~S8~5.LA" Mor4;lIge Insurance Cafe Number N/A ~glllglh~lIijit..!!i~1!rnil!~~tlijm~~1!1!~~m!~r:li.r~111Iil~;m!i~!I~~iffimjl~ii~if:!!l!f!Ji LOCATION: NtMCrHnluIrt.~ PA 17070 t__'I~_;.JJ~~I~!!ii~i~lr~!illm~IJml~IIIIIDmi~~~ii'~mf:tJil!I;!~i!i:liil!~f:!: I. SETTlEMENT DATE: 12/()3I20D4 J. SUMMARY OF BORROWER'S TRN4SACnON RESCISSION DATE: K. SUMMARY OF SELLER'S TRANSACTION ~~~~i~~f.~~~HWf(jl:i{W!ilH!i!~!!~~~j!~Hm~~;m!~;(i~!m~ ~t~~~~:!m~~:m~:i~(!iiiH(!(ili!l!i~i!i!~!i1(im~m;~iH!!i~Em!~i~~~i!i ;m,;~-:_mlmm::l!i!i:!~f~;mH!;~~~:;m~:{t1:~:l((:~1~;1~i~;i;1m: ;m;1~~;1;~j::;ti'1WJjtiliJit.i ~~}~jjifilP.t~!;!i5!m~lm:mmmm~?i~1~1!~f{i1~!i;;1~mmm;~1;~~li~~: ~:m!\:'f{_n~lii~kJ.~; 102. Pmonll property -. 402. p~!'I'.]n.1 ~rty ~~lIi.~~,~;miliii:i~lilj~l~i~:rf:lii~~!m; ilmi!ljii~~~illi-l:lll!~~!~:~1~1!!ml!I~liii~il!~!~lm]~l~!~~I!~~iir:ll!i~~giri~II~ljIJ i~;!:i:~ili!li!i!!!i;i~jm! 1~. 4~. i ~m!@~};;Hmm;;~iim~)mliH~~~;H!~:~W~Hmm;~!~!i:1!~~lLl.:1i~!.i$m~;:.~1~@i~:~~!i; m~Jf:lm;m;m@;(m;;WmJ _U;ii!{!ii;H:'HHH;j~m1~m;~@~!!)1f:ifm:::iimm:;i~~i!~f~1i)liK!nj;n)))));~;i;!m; insmm;!!:;;;;" .:1;!(i~!H~i ADJUSTMENTS FOR ITEMS PAlO 8Y SELLER IN ADVANCE; AOJUSTMENTS FOR ITEMS PAlO BY SEl.LER IN ADVANCE; :'i~9~~~~;~~~)~if~ij\\!:@UiiiUH;j5~j:i:.ii~i!~;fi@;ii;i~;:,:jj)~i~;~immi~ J~i~mi~;!H~)i~jjji~i~!i!i;lH~:H1 :j~j~~;~~1j;)imH~!i~!i!iWi~!i~~~jjjj1)~;;;~@~i:iHm;!iii;@~ji@: (m;i!iiii;j!:i;)i~;i~}~:;~:iii; 107.CountyT81188 :z.:Z/03/2004 to :t2/31/2004 133.33 407.Coul'ltyTaxu 12/0J/:J004 to :1.2/31./2004 $3J.JJ i~'MI)~iS~;;iiijH;):i~QZ",j~;;ji;~:~~~!!~!(~,i.$:#.~f::!ii i~~i~:i:~}1jmii!1:'i:~f:~~' i~~~~1)~;i;l;;UI:~I..lfAl);~~jH~:~!i1m"IJP~~;Sli;: :~~!f}i~i;i;;!~!"~~#.~l~: 10Sl. Trash: 12/03/2004 to 12/3~/2004 112 .%7 ~. Trash: 1~/03/2004 to 12/31/2004 $1.2.17 :!!~~~~m~!imHH~H::wmiWii~;HiHHiEHFmm;;~:~:!i~ij!ji;;;;iHmmHH~;!m~i{ii::;i;;i ~fiHm!f(!~!!~!l~~mmiim::m;~ :~#.1~:m{;ii~ji1iH;f!H:~!~!j~jj~)m~~~{~i~mmmfmW(;iijjmiii!Hm':w;((~(W~iij1~j~!Hij ~;(~~~;~i~i;{i::;i(1HjiijHHt ii~ t 111. 411. :~jtt~~~~i~1~mimmijil!!~;~i;i:~~ii:.(inwj~~;;1;~~:)i;!:~~i!(@;;;wm: ;@jmg~i!i!H1~m!: ~i~j)~i;i~~I~!%mHmmjBij~H~1~r@;;r:%~~jiji!~~f(;I~ij~mmi,mj~j;~@i11(im!fi!i~~!!.mi~i::ii~i~!i~i1!i~i;nm;m. liitiiiHimfi$HiHHWr:m;;l! 120. GROSS AMOUNT DUE rROM BORROWER: 1102,563. 6J. 420. GROSS AMOUNT oue TO SELLeR: $J7. 51.5.7:; ~;;:~~:~~-:~~'!~P.i~~~~~~~~~;~~m~~ii~~(i~inHm~!Hi~ii~Himmi~ ;!~~~~H~i?~m~~I~i~~~~~~i~~~~~i!i!it!.~!;i(~;!!U%bi~ii!i:.:iW!m!;~!i 201. Deposit oreamest money $1,000.00 501. exeeS$ depDBU (seelnsU\.lctlons) 1?9.~~i~~i(~~~~~~i9.~H[Qi);;:;;~:mf;((1~~~;:~':~::~(ij:i~;mH~1Wi~i:~; !m;~i;i:;~i<<I.?~~~~~~' ~i:~-~~~i;:~~m~a~1~jj':ii;;~;t~~~;W~ij~!::i~m!{!lii~: :t!~;!(H':J.~~~t~.~! 203. existing losn('~.~~en ,Ubj8~ t~.... . .. . .. ~:t ~~tlng loan~s~ IB~l'I sUbjOct 10 . . . :;2~;t~:{;~m~~;mi1!:;;i;({{i(:'{~i(!:.:;:;m:::;;;::.: i;!:~~:: ::Bi:;:(!~!i(:.:;i!~~1;~~:;;;~;~:~ ;(:((~: ~F:m!':!{!~;~~m:(!{;~ :;(;~(;mj\ ~;':NY~ijf.ft~~_H~;;(;(({(({(E(:;~! ;l!Hlii 1:; l){(~~,~i!(~~!i~!~+.~:;;;{((::(;i(::ir: ~ ;";~li;i:.;i~;::';( 205. 505. PaYOff or Hcond mOl'tOlJQe l08n ~~~;;B~i::ii~H1m~i;mH;m2?i::fHnn~;;;:~:..))ml)i;i:': :";;;~:: ;;: @~i;:1;':i:i::':;;j~:m: i;;5i!~!~iW~::;BHm;:,~~:!1!@1 .-;;;;::';;!'~,;m:i;mmmmmmm~ijHmi;;jljl@H}iii;:.;I~;ili;~~ ijm;;;i:W1ijjijji!:.;: ::::::.:::::.:: ,. .:.,....';";..". 207. 1 5'J1. ~~ml j) ii;~~i i ::!~~: II (:;~ ill I i1 :;i '!!:':~;~::; f!(!~~:i!::1:i ii:;i' ;~~ :~. ::; id;; ;iil 1:::;~; i i:: :ii; ii;,;::iiii ~~!;: ::: 1 i! i; i i i;;;:,ii: :)hiilii !~~ t! !be!! ;:.; i;iii~ i ;(! ;~)! i;. ;;;;: ili ii I 1 ilg;!~ !!t~i(~ 1m Jii )))) i i i:. g~% ii;.;;. ii ~ 'it:;!! ~i~g mi~;l::; ~i: ::: :;i ~ ;;~;..'. ::;.;: ,'::; ~: 209, ~ 509, ~ ADJUSTMENTS FOR ITEMS UNPAID BY SELLER; AOJUSTMENTS FOR ITEMS UNPAID ElY SELLER: ' 210. Clly/town h1xU to 510. Cl1Y/town tBxes to 21Z. ~nts to 51;!, As..amonts to (~;mt.1~p.~~{!if~~jj~*,~Z~~~~:E~~i!w.~I~~t.~~"i~!!li. :H;;~(;((H!H~!~~~~~jif.~iP.~ :j!~!;-MjH~~~~i;i\{~~.f.wl~?!it~Hf~(~4~(r,t0~~~{~' ;i({f(;(;i~m:{(E~j;(~,#:: 214. 514. 216. ~16. 218. 518. 220. TOTAL PAID BYIFOR 9ORROWER: 620. TOTAL REDUCTIONS 'IB, 3%f .IS IN AMOUNT DUE TO SELLER: $).5,241 9S ;~~1~~lr~~~~~m~mmi~!~mmmmmmi@~if~m .~~j~~~~1".,.. ..:II..........ig;1?~g~!1@mHm)j!imi1~~~~i~:mmmm;;n!;i; 301. Gross amount due from borI'Dwer (line 120) ~102,56J, 5i. 601 Gross amount due to seller (line 420~ $'7 ,51.S. 75 ~!~~~~1~!.~1~~~~i~~~!~~m;~mH\\. \i~mmm~~~ili~~i~~ ~~~;~~~~~~~~1~~~i~i.;i~m~H11i1~ll\(~ ~~~~~~~~)~f.~~~~~!~~ 303. CASH ( ~FROM) (D TO ) BORROWER' I:H, ~48. 61 603. CASH (0 FROM) (~TO ) SeLLER: $82,273. sa HUD.1 (3-86) . RESPA, HB 4305.2 ~ l !O i iiir 1. li 3. !1 5. iIT 7. !IT 9, A 21 ti ~ 21 il:i 21 ~ ~ 21. Jii 211 111 ~o. . I ;m -- )1. ( n -- )3. ( - -----------e e #1~~~=~~~~~~I:~t:;::.:;;:::~:;:;:~~JiMI!.:. :~::;:::::::::::::::::::::;:;:::::::::::::::;~;~::;;~~;:;:::~ES~::: 8A$IiOON PRIce $91,000.00 ell 1 %. $6, '190. 00 BORROWER'S SELlJ;;R'S FUNDS FUNDS AT AT SETTLEMENT SemEMENT ~ It ii ~ OMSION OF COMMISSfON (LINE 700) AS FOLLOWS: "8.'i;::::: ':!:,':'os>:tf::;:;.;::::::::::.:<;:::::.:-:k!;::;:;:::' ',',' 'ui:"':'2' ::.... .. ':: . ......:...' ..... '::;:;:;:::::;.;.;::.::::::::::;::.;:;.::;::::::;:::;:;:.:::::;::::::::::::;:::::: :~':;;' .2.;:~~:'::~~::.:.: .;.:'::. :::; .::.:: :;;;:;:::::; ::.;~.~:~~::::; :;;t~:: :~r~~f~~:~(:'::;:;:f.~:.;;:: :: ,.;::::::::;:::; :::::::: ::;::::;.:::.::::::;:::; :;:;:::::::::: ;:;X::: '04. (1. 00 10 ,"::qc;~~~~:::::::::::::::::::::::::::;:::::::;:::::;:::; :;:;:;:;::::;;;:;:;::::::::::::::;;;::;;:::~::::::;::::::::;:::i:::;;;:;:;:;:: :::;:;:::;:;:;:::;:;:;:::.:::;:;:;:;:;:;:;:::;:: :::::: :;:;:;:;.::::::::::::::::;:::: :::::::;::::;~';'~V.,:9C 'll8. gti!ee,l:_eat ~tH~O C-21 A6t1~e1.c..: COcm A O,Ih-M6.crt.!oa ,... to C..21.MlJak A.so $:U5.00 $lA5.0( . I S P YN3 IN ONNECTlON TH LOAN: ro.M~~""=;::::: lJ:.;~~~:":: :~:::~~}:~.:~q~::~;:: ::Jroj~:;:::::;::::::: :;:::;::::::::;::::::::::::::::::::: :;:;::;::: :::::::: :::;:::::;:: :;:::;::::::' ::::;::::::::: :::"rlS'~:~:~':, :::. :::::::::: ;;::::::::::::::::: lOa. Lo_ditllllUl1l % to Chu:ti!. SchW'ilb ~, lV.A. lQ$;:~~~:I9\:::::':~ :::; ::::;:.::::::::;:::::::::: ;:;::::::::: :::: :::::;::::::;:::::::::;:;:::;::::::::: ::::.; ;:.; ;::::;:::;::::;:::;~::;:;:::;:.: ::::::;:::;:::::::::::::;:::::::..::::;:::::. :::;:::; :::::;.:::::;:::.::::::::::: ::;::::::::: ;:::;::':.:::::::'::: SCJ~. C4Wlt nIpOIt ID: 'FIWA cae 0 aa::t.. f J.5 . 00 ~:~~WfM;:::*.z:..J:...::"w.' ". ;;~4k~:::-'~~~:. :.:: :::::: :::::::::::: :::.:::- :::-:;:::::::::: :::: :::::::::: :::;:: :;:::::::::: ::;: :::;:::, ;X; :::. ::::;: :::::::::: :::::; :;:;:;::::;: :X::: :::::::::: :;:::::; ::::;::: :.;;:: :::::; :;;: 101. ~ InIUI'8no8 ~ _110 Chad.. SChwabSUk, .tt. A. tPtj: . '. . ..'.. ':~~Ie~';p~:'~~;:~".~~:: ;:;:;:-: ;:::::::;::::;:;.::: ::.;.;.:;:;:::::;::;:;.; :;;:-:::::::.:::.;;:::::;: :;:::::;.: :::::;.;:::::::::~:: ::::::::::-:.:;:::::. ;:::.;.:-:.:.: .:-:.;.:.:.:.:.:-:.:-: .:.;.;.;.;.:,:.: .:-:.:.; -: .:.;.:. iOI. 1aatJon he to C'lzad.. .rc:bwab ~, N.A. . . ...... ';4a's: Ot; ...... ...,...... ~;. ,,~: ::~~ ::r~::~:;:otr.ro!lM:::: :;:;:: ;::::::::: ::::'::;;;:::;~: :::::::::.:: ;::-:;:;:::; :::::: :::::::::::.:::::::-:;::::;::: ;::::::;:.:::::::;:; :;:;:::::. :::::. :;:::.;.;.;;:-:::;:::: :::: :: ::::::::::::::::;:f:J:':';:~~" :;:::::::::::: ::::::.-:' ;::::;:;: ::~;::~~~~; :~:~::'~~~;:: ~~" :~~:~~:~~: :~~~:~:X ~~:;:. ::7~~:'.:::: :::;.;;:-:<;::::: ::::.: '::::. .:::;:;: -: :::: ::;:;::: :::;.;.:;: ::;:-::::~:::::; ::-::; ::;: ::-;.:-: ::::::::;:.:;;.::;.:~~~:~:~~:: .;.::: ::;:;: :::::::::::::::::;::; ~2 _0.00 ~O.Ol ~3:':':':; :::;;: :;:;:;:;:<: :::.:. :.:;:: ::::-::;:;:: :::;:--. :::::: :.~:::;:: :;:::::.:;:.:::.:;;::;:; :;:':;:';':-:';':;'::;.:;' :;:.:::: :,:';::':::::: \:::::;:::: :-:. :<;:: :::: ::;: :::: :::;:.:. :.;.:- :::::.:: ::;;:;:::::':" :.:: :::: :::: ::::::::::f:O:;'OIS: :;:;:::::::::::.:.:. ;'#";~:~t 81.4, ~O. DC $0. ac ~~:: .;::;: ,; .:-: ::::;: ;:;: ;:::::;:::.:.: ':::::;: :;:::;:::: .:;:::.::: .~:;:: ::::::;: ;;::;:.; : ::-:-::.:: :::::: .:;:;;.:::.;.: :::: :;;: ::;; :.,:;::: ::::;::.::::;:;: ;::::::::':: .;.:::::: ::::;:::::::;::: .;.;.;.:.::; ::;:;: ;:;:;:' .;:;.;.: '::::::::::::;i.q";:o~;' :: ::::;::::::: ::>;':$O::)~~ &16 $0.00 .0.0' ~j~:<:;:; :-:: :::;:: ;;:; ;::::; :::;:::::: :::::;:;:::::::::: :.;: -::::::; :::;:::;:; :.::::.;::;: :<:;:;:; :;:. :.;;::.:.; ::~.:::':: ;:;::;::::;::: :::::::::; ';:;:: :::::::: ::-;::.:::- ::;:;;;:;>:::.:,:::.:::: :::::::::: ;::::;:: :;:::.: :-:: :::::.;.:: -:Q:;:6u.: :::;;::;:-:.;: ::;:;: ::~~:P( e18 $0.00 $0. Dt 610::::::;: ::-: :;;;:;:;:::::::: ::::::;: ::;:;::::::::::: ::'::.: ::;:;::;;: ;:.:;::X::::;::;:::;::.::::.::: ;:::::::::-: ;::::::: ::::;::;::.::: .;.:-: :;;::.::::;.::::: :::;:;>:::; :::;.::; ':::': ::;:.: ::-: -: .::::;:;:::::::::: ::: :: ;::::: :;:;:: -::: ;:::$O:~:OO:: :;::.: ;::::; ::;::::; ;;lP=:)z:t 820 $0.00 '0. ~( ~ H a ~ 0- ~ f .,.., ~~ 1400. TOTAL semEMENT CHARGES 'S,O"7."~ , $1$,22 ~ l ~!MY....- .. Huo-t Se1t_ a ond.... _ of my ..-odg. om! -. 01.. .... ... -- .... -llOCOIpla "'" dlobu...~n1s..... . 'nt or by me in thfs tranaectiOfI. I further certtfy thet I hllYe ntceivcd EI copy of the Huo..1 Settklment Stetement. ~ SeUer or rrower. 03te: Agent: ------""- Date: Jack A. Fromm, Jr. Malcolm G. Harro StIller Of 5()I'I'OWlIr: Oate: Agent: Date: Patty J. Fromm SeUer or ~1TOWOr: DElte: Agent: Dsts: Soller or 3Ot'roWer. Dste: Agent: Data: rhe HUo.1 Settlement Statement wf'lieh I ha.ve ~P8red Is 8 tMli al"d 8~ ICCQUfll of thiS transecUon. 1 t'lQVe CBUHd or \IIl1I !;SUM 1M fund. to be dISbUrsed in accotelanc:e N.f1 this .tement O~te: SeUlement Agent: Date: Michael J. Pykosh, E8quil'e WARN I 00: It Is . trIme to knOWil"ogly man.faIM stetemeniii to 1hB un:t;9d State. on thf8 or atIY other similar fI;lr:m. ~n81tlOS upon convtel:lon can InclUde 3 fine and l",pr1son- ment. For detail" see: TIUO 18 u.s. ~ Sftctlon 1001 tmd SeclIon 1010. .' ~ ~ } EXHIBIT C Kelley Blue Book - Private Party Pricing Report - Pontiac, Grand Prix tit e --...... . THI!TlOSTED~ . . . .... . . .......~. ........ ...........,i:I;.;r~~i~2~ff0jr~f. '-iilw~Ai'~~~~RATING" ADVICE. advertisement BLUE 800K PRIVATE: PARTY IEPORT Pennsylvania · January 21, 2005 1999 Pontiac Grand Prix SE Sedan 40 ljf - . " " ~ . "i '~~ . ;' v 4t ;{i. - '. .'- , ~ >oil " oF,., <!Ill c0; ~~.t1 ~ % ~~ ",-:;: , . ""......... ~ ~ ~ Search Listings for This Car List Your Car For Sale Online Buy a New Car Free Record Check Auto Loans from 4.05% APR Insurance Quote Print "For Sale" Sign Payment Calculator Engine: V6 3.8 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 42,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Tilt Wheel AM/FM Stereo Cassette Dual Front Air Bags ASS (4-Wheel) Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. This vehicle has a clean title history , the paint, body and Interior have only minor (if any) blemishes, and there are no major mechanical problems. There should be little or no rust on this vehicle. The tires match and have substantial tread wear left. A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into- this category . Private Party Value Search Local listings for Th'is Car $5,030 Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan Page I of2 till QJCX I BLUE BOO' Searth Usa Quickly br 600,000 L to find eXi you want. 2:) -a. Grini.~ ..- http://www.kbb.com/kblki.dl1/kw.kc.ur?kbb.PA;779007;PA081&17756;+p&723;Pontiac;I...1/21/2005 EXHIBIT D "'Way~qitt 2/7/2005 MCNEES WALLACE & NURICK PO BOX 1166 100 PINE ST HARRISBURG P A 17108 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership SOLE Name of Joint Owner, if any 1000022573 CHECKING 112697 8219.71 .10 8219.81 SOLE Date Ownership 112697 Was Established 071300 Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested ~~ SENIOR SERVICES REP. ~O. Box 1711, HARRISBURG. PeNNSYWANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.wauDOintbank.com EXHIBIT E PSEC-t e the financial link TM February 4, 2005 Account # 0188095937 & 1182407942 MCNEES WALLACE & NURICK ATfN: SHARON H SIMCIZEN PO BOX 1166 HARRISBURG P A 17108-1166 Dear MS SIMCIZEN: The following is the status of MALCOLM G HARRO's account (0188095937) with PSECU as of the date of death. Joint Owner's Name BETTY L CROUSE, GEORGE E CROUSE-AT OPENING; JOANNE GAMMON, W AmES GAMMON-ADDED 08.18.2004 - ALL JOINT TENANTW /ROS 12.11.2004 04.06.1915 Date of Death Date of Birth Share Description Open date Balance S 01 Regular Shares 01.22.1993 $ 12.68 S 04 Checking 01.22.1993 864.14 The dividend earned from January 1,2005 through the date of death was $2.16. Accrued Dividend $0.00 0.06 The following is the status of BETSY CROUSE's prefix account (1182407942) with PSECU as of the date of death Mr. Harro Joint Owner's Name MALCOLM G HARRO-ADDED 01.15.1998; GEORGE E CROUSE-AT OPENING, BOTH JOINT TENANT W /ROS Share Description Open date Balance S 01 Regular Shares 01.18.1989 $ 312.67 S 04 Checking Shares 01.18.1989 12,050.53 The dividend earned from January 1,2004 through the date of death was $12.05. Accrued Dividend $0.06 0.91 The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, Meade Fairfa Member Service Representative Finance Support Unit PENNSYLVANIA STATE EMPLOYEES CREDIT UNION Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484 . (800) 237-7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO) Web Address: www.psecu.com Savings federally Insured up to $100,000 by the National Credit Union Administration. Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Malcolm G. Harro known as No. 2005-00084 Date of Death 1 2/11 /04 Social Security No. 188-09-5937 , Deceased Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Elizabeth P. MullauQh, Esquire 1.0. No.: 76397 Personal Representative: Betsy Crouse 560 Cartref Road Etter , PA 173 t~ , 2006 Address: McNees Wallace & Nurick LLC 100 Pine Street, P.O. Box 1166 Harrisburg, PA 17108 Dated: Telephone: (717) 237-5243 Description Value SEE ATTACHED \....: Total: $97,740.31 (Attach Additional Sheets if necessary) 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. Form RW.7 (Dauphin County - Rev. 9/92) Estate of Malcolm G. Harro Estate Inventory Valued as of Date of Death Cash & Cash Equivalents Sale of property located at 515 16th Street New Cumberland, PA 17070 $82,273.80 Waypoint Bank - Checking Account No. 1000022573 $8,219.81 Waypoint Bank - Checking Account No. 4100001065 UGI- Refund $ 667.21 $ 39.49 Total Cash & Cash Equivalents $91.200.31 Tangible Personal Property 1999 Pontiac Grand Prix VIN #1 G2WJ52M9XF323964 Miscellaneous Household Furnishings $5,000.00 $1,540.00 Total Miscellaneous Personal Property $ 6.540.00 Total Inventory $97,740.31 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT CROUSE BETSY L 560 CARTREF ROAD ETTERS, PA 17319 _nn_n fold ESTATE INFORMATION: SSN: 188-09-5937 FILE NUMBER: 2105-0084 DECEDENT NAME: HARRO MALCOLM G DATE OF PAYMENT: 03/07/2006 POSTMARK DATE: 03/03/2006 COUNTY: CUMBERLAND DATE OF DEATH: 12/11/2004 NO. CD 006405 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,586.23 I I I I I I I I TOTAL AMOUNT PAID: $4,586.23 REMARKS: CHECK# 504 SEAL INITIALS: MG RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS ~ " - -- o U1 t; U1 ~ C U1 ct t iii o w a: z ct ~ t a: u ... ... ~ ~ I I: _ ':) - zl'.~ :\llil ~ .1 eft III 1;) '- -- u. ~ ~ v ~ rJl o ;:I l- 0 ~'€ t- 'en g v ~ ~u~~ .c >-- 0"' ~ ~~ClJC; ;:I~Vt- OOrJl.- UU5<e -g-g"€~ ~ ~;:I n 1313o~ ..o..ou;.::: E E v 8 880u ,. ,~'\r,\~\", . .-.\ \".;;di '0 \..'.'.' ".,.,. 'u .." ("\' C\\ \. ~ ,. "i\J~.u ! . f\ ...; ..... . C:. 't\~\~ \ ,v \,{C \J.r,'\ \11"\,' -..i,',". '_. ........ (\, ~ ~'d\\~Q '/;dj \..) ~,.,