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Home My WebLink About05-05-06 ....J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes ,':. PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN RESIDENT DECEDENT 21 05 0755 Date of Birth 144-09-2387 08/09/2005 11/19/1910 Decedent's Last Name Suffix Decedent's First Name Heider Paul (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix ?P.?lJ~E!:~. F.ir.st~arne.. Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW :....: 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) .. .. 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Estate ::.:: 6. Decedent Died Testate . (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Kathy A. Johnsen Firm Name (If Applicable) (717) 258-3351 ................................,~.).......................~.. REGISTER OF ~~USE ONL~ . i) -,.- -- 'i.".. First line of address --"..,~ 830 Dunbar Road 'I 1 (Jl Second line of address ~::'1 or Post Office State ----1 DATE FILED ZIP Code "-> '-.D Carlisle 17013 Correspondent's e-mail address:johnsen@pa.net 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 preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU OF PERSON WSPONSIBlE FOR FILING RETURN DATE LA, f.-~ 5 - 1-/- - O~ ADDRESS 830 Dunbar Road, Carlisle, PA. 17013 SIGNATURE OF PRE PARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 ....J 15056051058 MI H MI ::{") ( r'1 C") i,I C:) .'.1..1 i ~"~-...., '.;' e; ; c.-~) ~iq ~ C') .1'1'/ 11 ~ C> ~ I @' ~ :..n. J sc: I ~ ~ . --.J 15056052059 REV-1500 EX Decedent's Name: Paul H Heider RECAPITULATION 1. Real estate (Schedule A). . _ . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) <........: Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . _ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 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. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an eleetion to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ... . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate x.045 541,370.93 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 144-09-2387 Decedent's Social Security Number 210,000.00 39,698.55 .q''11PD~.. hon~ 144,292.85 181,822.43 1'1 ~n e..... 575,813.83 33,387.26 1,055.64 34,442.90 541,370.93 b9)'1.~ 541,370.93 24,361.69 24,361.69 ::.> 15056052059 -I REV-1500 EX Page 3 Fill!. Number Decedent's Complete Address: 0755 DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER Paul H Heider 144-09-2387 ~~ .-- STREET ADDRESS 11 Kitszell Drive -- CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 24,361.69 23,700.00 1,218.09 Total Credits ( A + B + C ) (2) 24,918.09 3. Interest/Penalty if applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 556.40 B. Enter the total of Line S + SA. This is the BALANCE DUE. (5) (SA) (58) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN IIXIIIN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... 0 Ii] b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 [i] c. retain a reversionary interest; or................................................... ......................... .............................................. 0 [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................. ...................... ................................. ......... ............. 0 [i] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................... ........ ....................... ........... ................... 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [72 P.S. 99116 (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 zero (0) percent [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent {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 four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to orfor the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(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. REV-1502 EX+ (6-9a~~_ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Paul H. Heider FILE NUMBER 21-050755 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller. neither being compelled to buy or sell. both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 11 Kitszell Drive, Carlisle, PA 17013 District #40, Lot #6, Parcel 10 40-09-0533-113 Type R. 0.1722 Acres Conveyed by Deed TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) VALUE AT DATE OF DEATH 210,000.00 210,000.00 REV-1503 EX. (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Paul H. Heider FILE NUMBER 21-050755 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Bellsouth COrp., CUSIP #079860102,864 Shares Common Stock, Par $27.17, Market Value $27.18 per share VALUE AT DATE OF DEATH 23,483.52 2 Consolidated Edison Company Of NY Inc., CUSIP #209111103, 302 Shares Common Stock, Par $47.08, Market Value $46.77 per share 3 Lucent Technologies Inc., CUSIP #549463107, 140 Shares Common Stock, Par $2.95, 408.80 Market Value $2.92 per share 4 Comcast Corp., CUSIP #20030N101, 53 Shares Common Stock, Par $31.80, 1,681.69 Market Value $31.73 per share TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39,698.55 REV-1508 EX+ (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Paul H. Heider FILE NUMBER 21-050755 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of slnivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Commerce Bank, Checking, #536235591 2 Member's 1st FCU, #176158-00 3 Member's 1st FCU, #176158-46 4 Member's 1st FeU, #176158-47 5 1991 Buick Century Limited Sedan, 4 door 6 Cash 7 Clothes 8 Books 9 Jewelry 10 Paintings 11 Household goods and furnishings TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) VALUE AT DATE OF DEATH 52,473.60 616.29 42,423.95 41,017.79 1,500.00 174.22 200.00 100.00 400.00 2,900.00 2,487.00 144,292.85 REV-1509 EX+ (6-98) . '-~j~~- ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINRV-OWNED PROPERTY ESTATE OF Paul H. Heider FilE NUMBER 21-050755 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. Ka1hy A. Johnsen 830 Dunbar Road, Carlisle, PA. 17013 Daughter B. Laurie B. Vogt 39 Skytop Drive, Mahwah, NJ. 07430 Daughter C. JOINTlY.OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY '!bor DATE OF DEAJH ITEM fOR JOlr-.lT MADE INClUDE NAME Of f1NANCIAlINSTlTUTlor-.l p.,NO SANK ACCOUNT NUMBfri OR SIM:LAR DATE or DEATH DECO'S VALUE OF NUMBER TE~NT JOINT iDENTiFYiNG NUMBER. IITTACH DEED FOR JOiNTLY-HELD REIIl ESTATE. VALUE OF ASSET iNTERFST DECEDENT'S I~ITEREST 1. A. 09102102 COI1IT)erce Bank, #1100508 17,014.58 50% 8,507.29 2 A 09130102 Commerce Bank, #1100510 18,005.43 50% 9,002.72 3 A 12120102 Commerce Bank, #1100522 25,191.40 50% 12,595.70 4 A 09/25102 M &T Bank, #031003908150847 32,328.15 50% 16,164.08 5 A 02/12/03 M&T Bank, #031003913024574 30,600.80 50% 15,300.40 6 A 03105103 Pennsylvania State Bank, #20002 36,037.02 50% 18,018.51 7 A 05121199 Wachovia Bank, #247412050693194 30,021.21 50% 15,010.61 1. B 03127/03 M&T Bank, #031003913024590 33,027.47 50% 16,513.74 2 B 03105103 Pennsylvania State Bank, #20003 33,277.91 50% 16,638.96 3 B 04101/03 Member's 1st FeU, #176158-48 25,013.53 50% 12,506.77 4 B 03110/03 Sovereign Bank, #3385109818 41,105.38 50% 20,552.69 5 B 08128102 Wachovia Bank, #247412051823266 18,009.87 50% 9,004.94 6 B 04104101 Wachovia Bank, #247412061497049 24,012.03 50% 12,006.02 TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 181,822.43 REV-1S11 EX+ (12-99)* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATM COSTS ESTATE OF Paul H. Heider FILE NUMBER 21-050755 ITEM NUMBER A. B. 1. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Hoffman Roth Funeral Home, Carlisle, PA.- For embalming, body preparations, transportation, casket, death certificates. Vander Plaat Funeral Home, Wyckoff, NJ.- For restoration, visitation, ceremony, vault, prayer and acknowledgement cards, register book, cemetery fees, clergy, obituary, photo memorial. George Koch and Sons, Hackensack, NJ.- For grave marker Meals, lunch and dinner for family 360.00 447.90 3,900.00 2 5,403.00 3 4 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Kathy A. Johnsen Social Security Numbe~s)/EIN Number of Personal Representative(s) Street Address 830 Dunbar Road 16,640.00 City Carlisle Year(s) Commission Paid: 2006 State PA Zip 17013 2. Attorney Fees 1,065.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State .Zip Relationship of Claimant to Decedent 4. Probate Fees 520.00 5. Accountant's Fees 350.00 6. Tax Return Preparer's Fees 40.00 7. See Attached Administrative Cost Form 4,661.36 total= TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 33,387.26 Paul H. Heider Schedule H. Funeral Expenses Administrative Costs Administrative Cost Description Amount Clines Appliance, microwave replacement 348.74 Milton Stackfield, bulk trash removal 1 20.00 Merry Maids, house deaning 307.40 C~~Lf:~~_~~_,_~l_~_~~~!~p~_i r , _p~~~~~as b_~1'l9--,_P_Cl.!!'I!i!l_~__ 350.00 ------ - - ------...--..- The Sentinel, legal notices 1 37.03 Cumberland Law Journal, estate notice 75.00 Furniture Removal 50.00 Driveway repairs 50.00 Hilton's Lock Service, frozen front door lock 47.50 Register of Wills, short forms 32.00 Garden Gallery, painting appraisals 68.90 Settlement charges for sale of real estate 2,405.10 Commission and fees for sale of stock 669.69 4,661 .36 ---- I--- File # 21 -050755 REV-1512 EX+ (12-<13) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT/ MORTGAGE LlABIUTIES/ & UENS ESTATE OF Paul H. Heider FILE NUMBER 21-050755 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Met Ed., electricity 2 Lancaster HMA Physicians Mgt., Central PA. 3 UGI, gas 4 All State, car insurance 5 PA. Dept of Revenue, Sept 2005 Est.Tax Pmt. 6 U.S. Treasury, Sept 2005 Est. Tax Pmt. 7 Sprint, telephone 8 Waste Management, trash 9 Dr. William Phelan 10 Joe Metka, lawn mowing 11 South Middleton Twp. Authority, water/sewer TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 118.74 36.46 79.14 323.96 90.00 70.00 80.50 42.39 55.45 1,055.64 REV-1513 EX+ (9-nO) ~J~.'~- ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Paul H. Heider NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS {include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Kathy A. Johnsen, 830 Dunbar Road, Carlisle, PA. 17013 2 Laurie B. Vog~ 39 Sky top Drive, Mahwah, NJ. 07430 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter FILE NUMBER 21-050755 AMOUNT OR SHARE OF ESTATE 0.50 0.50 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) ..pAU l Ii. J-h~- " .0 E ~" ----------- r'd.t... i:I till- ~50 r1 ~ ~ . , ,. SETTLEMENT STATEMENT I HICKEY I 18. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[pOCr were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (HICKEY.PFOIHICKEY/8) D. NAME AND ADDRESS OF BUYER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: John J. Hickey, Jr. and Kathy A. Johnsen Executrix. Est. of Antoinette A Hickey H & W Paul H. Heider, dee. ~ 245 Kuhn Road 830 Dunbar Road Boiling Springs, P A 17007 Carlisle, PA 17013 G. PROPERTY LOCATION: H. SETTLEMENT AGENT: I. SETTLEMENT DATE: 11 Kitszell Drive Lindsay Dare Baird, Esq. Carlisle, P A 17013 November 10, 2005 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 37 South Hanover Carlisle, PA 17013 J. SUMMARY OF BUYER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION '00. GROSS DUE FROM BUYER~ 400. t:Rnct~ DUE TO ~J:I I J:D. 01. Contract Sales Price 210,000.00 401. Contract Safes Price ! 210,000.00 02. Personal Property 402. Personal ProPerty I 03. Settlement Charges to Buyer (Line 1400) 3,691.83 403. I 04. 404. I 05. 405. -'N ~""'N ;"" <;:"",TT"",.. ,..... ....rl\,.......""'" ~nr n"",,,,,,,~ ~...,'ri Bv Seffer ,.... "rl\,......^_ 06. Cityrrown Taxes to 406. CityfTown Taxes to 07. County Taxes 11/11/05 to 01/01/06 57.08 407. CountvTaxes 11/11/05 to 01/01/06 57.08 08. School 11/11/05 to 07/01/06 1 ,324.41 408. School 11/11/05 to 07/01/06 I 1,324.41 09. 409. ro. I 410. 11. 411. 12. 412. I '20. GROSS AMOUNT DUE FROM BUYER 215,073.32 420. GROSS AMOUNT DUE TO SELLER I 211.381.49 ~OO. AMOUNTS PAID BY OR IN BEHALF OF BUYER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: ~a1. Deposit or earnest money 2,000.00 501. Excess Deposit (See fnstructions) r ~02. Principal Amount of New Loan{s) 502. Settlement Charges to Seller (Line 1400) 2,405.10 ~03. Existing loan(s) taken subject to 503. Existina loan(s) taken subject to ~04. 504. Payoff of first Mortgage ~05. I 505. Payoff of second Mortgage I ~O6. 506. ~07. 507. (Deposit disb. as proceeds) '.08. 508. ~ ~09. 509. Adiustments For Items Unnaid Bv Seller Adiustments For Items Unnaid Bv Seller ~1a. City/Town Taxes to 510. City /Town Taxes to I ~11. County Taxes to 511. County Taxes to I ~ 12. School to 512. School to I !13. 513. I ~14. 514. I ~15. 515. I' !16. 516. I ~17_ 517. ~18. 518. I ~19. I 519. I ~20. TOTAL PAID BY/FOR BUYER 2,000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER I 2,405.10 ~oo. CASH AT SETTLEMENT FROMITO BUYER: 600. CASH AT SETILEMENT TO/FROM SELLER: ''()1. Gross Amount Due From Buyer (Line 120) 215,073.32 601. Gross Amount Due To Sener (Line 420) 211,3.a1.49 l02. Less Amount Paid BylFor Buyer (Line 220) { 2,000.00 602. Less Reductions Due Seller (Line 520) ~\ ( 2,405.10: :03. CASH ( X FROM) ( TO) BUYER 213073.32 603. CASH ( X TO) ( FROM) SELLER " 201r.976.39 The underSigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attachments referred to herein. - ''LA /7--']-/1 . " ) r- ..) ~" BuyerJ;;n-......;/ ~2 Seller J\J-C~ (.... : ' 6 L~'V.../ iAobn J. ~ickey, Jr. V . Kathy A. Jo sen iit,,!i~ i~e~ t (11 xk /~f(y (' HUD-1 (3-86) RESPA, HB4305.2 'r Au 1 ft, He I b 1:12 ,J r I r L -# ~ 1- 05 ~ '1 13 ~ ~~. ' VI. >II tV rUI'IU;) Jo\ I r-U,'1U;) Jo\ I 02.$ to SETTLEMENT SETTLEMENT 03. Commission Paid at Settlement 04. to :Ofl.ITEMS PAYABLE IN CONNECTION WITH LOAN 01. Loan Oriciination Fee % to 02. Loan Discount % to 03. Appraisal Fee to 04. Credit Report to 05. Lender's Inspection Fee to 06. MortQaQe 'ns. ADD. Fee to 07. Assumption Fee to 08. 09. 10. " " . nn~ BY LENDER-tO BE PAID IN ADVANCE 01. Interest From to @ $ Iday ( days %) 02. Mortaaae Insurance Premium for months to 03. Hazard Insurance Premium for 1.0 years to 04. 05. Iiiiii c...nCD 001. Hazard Insurance ( $ per 002. Mortaaae Insurance ( $ per 003. Citvrrown Taxes ( $ per 004. County Taxes ( $ per 005. School @ $ per 006. @ $ per 007. @ $ per 008. Aaareaate Adiustment ta>. $ per 1 nn TITLE - ---- r ~ 101. Preoaration of Sales Aareement to Lindsay Dare Baird, ESQ. \. 150.00 102. Abstract or Title Search to Lindsay Dare Baird, ESQ. 100.00 ~ 1,03. Title Examination to 104. Title Insurance Binder to 105. Deed Preparation to Lindsay Dare Baird, ESQ. 100.00 106. Notarv Fees to Niven J. Baird 5.00 10.00 107. Attorney's Fees to (Includes above item numbers: ) 108. Title Insurance to Lindsav Dare Baird Esa. 1 408.75 (includes above item numbers: T 109. Lender's Coverage $ 110. Owner's Coverage $ 111. Lindsay Dare Baird, Esq. 112. Closing Protection Letter Lindsay Dare Baird, Esq. 113. Wired Funds Fee Lindsay Dare Baird, Esq. 200. A...n T CHARGES 201. Recording Fees: Deed $ 38.5Q; Mortgage $ , Releases $ 38.50 202. CItVJCouriF/TaxJStamps: Deed . Mortgage 2,100.00 203. State Tax/Stamps: Revenue Stamps ; Mortgage 2,100.00 204. 205. 'tnn - ---'-NAL SETTL .........- 301. Survey to 302. Pest Inspection to 303. Water and Sewer to South Mid. TWD Mon. Auth 45.10 304. Homeowner's Association to Kathy A. Johnsen 5 months 39.58 305. 400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) 3,691.83 2,405.10 By signing page 1 of this statement, the signatories acknowledge receipt of a completed copy of page 2 of this two page statement. 'r~ ,,(-"'-\1 ,/:J \.....-./, J. i . 11ft .-"'---- ",/( t 'y) /U'(-,-Cl- I tL .,,/ -\ Certified to be a true copy. Lind~y Dare Baird, Es S.ettJement Agent ( HICKEY I HICKEY I 8 ) (ii~' L~~'Lj;Li.;:.~~;\:~:::L/:i.::':~'~::' .::. PALJ l l--r. 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Historical Price Lookup Date requested: 8/9/2005 Security: BLS (Common Stock) Select Date: Augus t 9 ........~.:?.......~~.~.~......_::.!?..m.~.E~,~~~..~j 2005 Closing Price Day's High Day's Low Day's Volume Actual Price Split Adjustment Factor 27.17 27.3S.} AV'J.~~:t.I8' 27 3,291,900 shares 27.17 1:1 NOTE: The Closing Price, Day's High, Day's Low, and Day's Volume have been adjusted to account for any stock splits and/or dividends which may have occurred for this security since the date shown above. The Actual Price is not adjusted for splits or dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above. The closing price above is not necessarily indicative of future price performance. Copyright @ 1998-2003 MarketWatch.com Inc. User agreement applies. Historical and current end-of-day data provided by Interactive Data Corp. Intraday data is at least 20-minutes delayed. All times are EDT. Intraday data provided by S&P Comstock and subject to terms of use. This information is believed accurate but not guaranteed. This site contains forward looking statements and delayed stock quotes. View our ~.~f~..tf.~r.p.qr..N.9.t.i.~~ and $t.9.~.~.Q.~9.t~.PJ.!?~I.~.im.~r for more details. ~.~g.~ !..N9~!~~.$. ~.D.q. .~r~Y.~.~Y.. $t.?t.~ r.D.~.o~ I !;.tD.i.~?,.. ~9.mp!!.~ O.~~ ..~D.g.. ~Y?.i.m~.$?.. .~.9.0.q Y.~t. Copyright 2005, BellSouth. All Rights Reserved. { ~ ~'do .- & '.J t - Iv 00 ( B.eQJ2 J~ /~ fO ~ "13?6 ,~ ~~k/ 11/:) tJtb06-/'13~ 1 of 1 8/24/2005 10: 12 PM (e .:~.:':.:~:.:~: .;}~~~.~.~~.:. ~) ~:;~~ . ----1'... ---. -- ~.~~_. '1"" Date requested: 8/9/2005 Security: ED (Common Stock) .. .~~~~~~. ~~~~~.i~!~... \ Select Date: : August ......~9...~.~?.~...~P..~E!E~..J :'>!:::: 9 2005 Closing Price Day's High Day's Low Day's Volume Actual Price Split Adjustment Factor 47.08 47.08 46.45 1,402,400 shares 47.08 1: 1 1- } /lit! '16,7-1 How much would $10,000 invested in ED on this date be worth today? NOTE: The Closing Price, Day's High, Day's Low, and Day's Volume have been adjusted to account for any stock splits and/or dividends which may have occurred for this security since the date shown above. The Actual Price is not adjusted for splits or dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above.. . The closing price above is not necessarily indicative of future price performance. Copyright@ 2005 MarketWatoh, Inc. All rights reserved. Please see our Terms of Use. MarketWatch. the MarketWatch logo, and BigCharts are registered trademarks of MarketWatch, Inc. Intraday data provided by ComStock, an Interactive Data Company, and subject to the Terms of Use. Intraday data is at least 1S-:ffllhutes delayed. All times are ET. Historical and current end-M-dIt data provided by FT Interactive Data. j-Y{}() ~s-a~-~s:;z ~ ~~g /IJ,Y'~~~'rr-~ fJd. f6r;c //2~!5 ~ Sf-. S'/-?c.J-irn / !\I/- Nj_ / 0 :L~~ - / ~ 5" ~_~r I of 1 ~-sv~e ~~.f?:,IlNJufo/, Crw] 8/24/2005 9::) 1 PM p~u' . ;2/-- I-l. HE ;J)Ef'2- ~ F4I<- ~ oS~~5c; . . t i~ fk.~;}:,:, i ';d>JlJf..:,;l:': ;'~:d f'l8-d::t~~ i rH~.t:.:;;';"..:.~ ~'ir.}i.:.lt ! Ef.!:41 L)h~ ~ ':-~-~~. :;~ ~~":.;: ~ ......................................... ..,..- ~ ~<!: Ad.......~nll'~~d ..;...~.;tf'.~-.tt :)~bDUt' w~~:::::.,:::.:.:.: "::':::':"':' j'.J,,),% ,:;'h"::r~:,:. h"(~(:~~~~~~x' r~~~;<<:;'kN~':I ). Corporate Overview ). Financial Information )0 SEC Filings )0 Corporate Governance r Executive Presentations )to Events Calendar ,. Printed Materials II> I;-mail Alerts ~ Stock Charts - Historical Price Lookup - Investment Calculator - Stock Split Information ~ Tax Basis Worksheet )& FAQs Jo. Contact Info :~I':J~~::'t::'';'':., ~',>,:i',;::-<t ~~"f.(ltim~." ~,.t'l~f.;.~~ ;:,J~<;~; :;~~~~:1:,"":::r;~11~'S .. ------,- . ..- , .. . .--..... finaf\cial ~ete~ ~, Earnings .:' Dividends 2005:3Q firi~:~O'.lI ChOlft5 2005:3Q .J / :. ,~< ;..;.~, ':~. ,"-~ ,.:::.::~.j,l ::', ;'.: :-.<:-:1 I:: :L~~ o lucent T~noIog~~:s lk:: F.;w) l::r';o:~';"~'l~;:J. lHstoric<-1.l PTk:f~ LookuD . j." Date requested: Aug. 9, 2005 Securrty: LU (Common Stock) Select Date: August .. ..~~.~~?~.~p...~~j.~~..j 9 2005 Closi ng Price Day's High Day's Low Day's Volume Actual Price Split Adjustment Factor 2.95 2.97} 2.87 44,189,600 shares 2.95 1:1 tI J~7 ~ ~ qz How much would $10.000 invested in LU on this date be worth today? NOTE: The Closing Price, Day's High, Day's Low, and Day's Volume have been adjusted to account for any stock splits and/or dividends which may have occurred for this security since the date shown above. The Actual Price is not adjusted for splits or dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above. The closing price above is not necessarily indicative of future price performance. :.~~) ~ ~~~..! Terms of use Privacy statement Copyright @ 2005 Lucent Technologies. All rights reserved. f.kL ~ ~ 11I'.4.) t:I~ C~~~ fo &-,. 1166y tJ Y ( fl,y / t;.~ (t/;- I 009 1-88'.~-J7~ -3t-:?6 I of 1 R124/2005 ]0:08 PM su- f1quI 14. He~ DEt2.1 1=it.t... ~ ~501 S ( /; , L/)~vG :<(::.-.-::...~..; .:::-: . ~I.:.I{~_" ,'.~:~-:' :-.:. :~..; ;~: Price Look-up Comcast Corporation - Class A (CMCSA) Date Requested 08/09/05 Closing Price $31.80 Volume 7r319r041 Open $31.75 Day's High $31.853t\Vi Day's Low $31.61 1 ~ I. 13 NASDAQ $31.04 Change (%) y 0.25 (0.800/0) Volume 6r448r967 Data as of 08/24/054:00 p.m. ET Minimum 20 minute delay Refresh Quote Looku p Date August ...._..~.~.~.~l!~....:j Comcast Corporation - Class A Special (CMCSK) Date Requested 08/09/05 NASDAQ $30.66 Closing Price $31.29 Change (%) .. 0.21 (0.680/0) Vol ume 3r211r457 Vol ume 4r985r656 Open $31.26 Data as of 08/24/05 4:00 p.m. ET Day's High $31.39 Minimum 20 minute delay ~efresh Quote Day's Low $31.15. NOTE: The Closing Pricer Day's High, Day's Lowr and Day's Volume have been adjusted to account for any stock splits and/or dividends which may have occurred for this security since the date shown above. The Actual Price is not adjusted for splits or dividends. The Split Adjustment Factor is a cumulative factor which encapsulates all splits since the date shown above. The closing price above is not necessarily indicative of future price performance. Press Room Privacy Sfutement Visitor Agreement @ 2004 Comcast Corporation 1- -a>t~ - 8 ~ j - g9D "":) C~~/te fo ~ '-f3Dq / f/1e>vu~ ) RT 0.). 91'0 .".3 () 11 c- /bc~ <'f ~(l / fUr.e/;A.t ck/"~/ ~<.4 ~c~--.d / ~<d ;.1 f~ / /1 -. J_1 (..~ ~t/J2/~~;(tUOC-- 8f71V2005 9:42 PM lof! Kelley BIlle Book - Private Party Pricing Report - Buick. Century hI tp://\v\v\v.kbb.com/kblki.dll/kw.kc.lIr'?kbb. p/\:X<)(J.l8.:f.:P AO-J.l & I... A I I' F 11$2)- ,- . A V , H. H-e , PE 12-, " k.... ~ 050 '7 5 ~ ",.__ ___.Jr -..-, . #' a~; Kelley Slue Boo~ w:'.~: THf. T:RUSTF.O RfSOtJRCl ~~: ...............................~1;lot.,~:~~ advertisement Quick Dealer Price Quote :: Search Used Car Listings :'; List Your Car for Sale ~~~~~~_:I!M~m~r;lm!II~{ ......C:.ii.iX.::::~:~:~............!~~m;;I~iJII:X;l!~!:~!~~~_~~X~i~iiti~altzt~gmm:~:m~~~Jl;t~:r.~_ BUJE: BOOK:: PRiVATE PARTY REPORT Pennsylvania · August 20, 2005 1991 Buick Century Limited Sedan 40 BLUt ~om; C.ASSlflfDS.... ':;;::.:r:~.h :.1\~~:;~ L~:;:' ~.;:~~;;:~::;:.: . Search ListinQs for This Car List Your Car For Sale Online Quick New Car Price Quote Free CARFAX Record Check Auto Loans from 4.99% APR Quickly browse through over 600,000 used vehicle listings to find exactly the car or truck you want. ........... advertisement ..... prin~~'~~;~:~e~~~;~IJ~ Payment Calculator Engine: V6 3.3 Liter Trans: Automatic Drive: FW D Mileage: 40,370 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Cruise Control AM/FM Stereo Cassette 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 Listinqs I List This Car for Sale $1,645 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 15 Minute Response When You Apply for a Blank Check@ Auto Loan I3-L.J I C::Je<: .................................................... 1!!f!!~t!!~;~ii~!~lf!~~i;!~ii;i!;;i~;i;i~~ri;;~;i!!lil~~i;iii;I;f:!~~~~!f!!1 10f2 --------. .....-..... 8/20/2005 8A 1 PM, .s used tsmck Lentury car appraisal. useo tsUlcK car pnclllg. PA LJ I nttp:/ Iwww.CClInullctS.com/HseO/1 \)') I/bU1CK/centuf)'/()I''Jlopllons, nun". ..--==-'" :J..' - H. HE; bEe, 1=il-L -# (j5~1S<; , 4 . ~. ~;i:~,~~rt~~sb,~~,'~,.~.,. PRICING AND COSTS · TMV Pricing · Appraise Your Car · Resale Values Payment · Calculators Vehicle History · Report · Certified prog ram · True Cost to Own CAR FEATURES · Standard Features · Specifications · Colors · Safety · Photos a Video · Maintenance · Standard Warranty REVIEWS AND RATINGS · Vehicle Overview · Consumer Reviews Awards a Road . Tests · Ratings . Consumer Discussions NEXT STEPS Used Vehicle Listings Sell Your Car Calculate Monthly Payments Free Insurance Quotes Free Warranty Quote CARFAX Record Check FIND A RELATED CAR 1991 Stvles Previous Years Other Buick Models Other Midsize Sedans SELECT ANOTHER MODEL 20f3 · ~~_~E~JUd_~_~g__~_l:!.!f~J=1~_t!D_9~ · ~_~!f_':lJ~!~__bQ:NJ:~_Y!!l_~_l1t~ . Request a Free Insurance Quote Used Car Appraiser Back STEP' 5 Review Edmt&n<ts.con1. Pfidng Re'f)Ort 1991 Buick Century 4 ~~..... T(~e !.tl~rket 'hh.!~@ Dr Limited Sedan ~~ P.~It:Ull.g Trade-In Private Dealer Pa rtv Retail National Base Price $176 $560 $1,201 Optional Equipment $14 $39 $88 Power Door Locks $2 $6 $13 Cruise Control $2 $5 $12 Power Windows $2 $7 $15 3. 3L V6 OHV 12V FI Engine $8 $21 $48 AM/FM/Cassette Audio System $0 $0 $0 Color Adjustment $0 $0 $0 White Reqional Adiustment $-15 $-47 $-102 for Zip Code 17013 Mileaqe Adiustment $556 $556 $556 40,370 miles Condition Adjustment $0 $0 $0 Clean Total $731 $1 ,108 $1 ,743 ~ Certified Used Vehicle N/A Price Another Vehicle Print Private Party Window Sticker I Print Dealer Window Sticker Next Steps Get a fr~e Pri(::~ Quote on a New Car Looking to buy a new car? Get a Free Dealer Price Quote from dealers in your area. .w~~!....~....f..~~.~..g.~?.~~.-..-.i View US$~-d (ut" UsHn~s Instantly search thousands of used car listings. Target your search by year, price, mileage and distance. Zip Code: ji:;"o1"i.......-.w.... ...y.i.~~".~~~~~~.9.~..~.~.~r..X~.~"...i Sf:!H Y~ur: Us~d (ar OnUf1$J. Get the best price for your car, fast! List your car in several on-line classified sites. ... ~~n .'!..~.~ r..Y~.~ !~~.~...J , "VI'l~) D.c ! You Want j t:..~: R.e'? ,~} ~J. 11I;:;~.~.?1~ A ! i?H(~:: XJt':~: s: :"1"~ ..~ ....... ......... "",u.<..J.~ : :::.':pr . .~:t~~:::: :~~.h~~:{;:}~;;;:::~: ',....'...... ............... \ '........... ................ ,..... ....... j ... ..... ; - - ,II ""'^.,~, . ! it .:::::/wwr~~~:}.-:, ~.v, p .,;,~: .. ~ I :;. .. ~ I Ed munds Knows ' ! Car Buying for ~ I Women I ~ : : t ...~..:.: I ~UntrnJ_ I -~:::=::_..... ..---.-.-~,--_. .---:--.~- ; :-=-~-~~~,:'. ~. .~~ . . 8/20/2005 8:37 PM 'VA0/ H t-lEJI.)E~, I/I<-'fl ~1-0!;)O+'='~ APPRAISAL - February 20~ 2006 the garden gallery 10 N. Hanover Street Carlisle, P A 17013-3013 717-249-1721 APPRAISAL Estate of Paul Heider February 20, 2006 This appraisal is for the fair market value of the following: An oil painting portrait of Paul Heider, 1945. The dimensions of the painting are 20 inches tall by 16 inches wide. Appraised value - 52000.00 An oil painting of a German town scene. The dimensions of the painting are 20 inches tall by 16 inches wide. Appraised value - 5400.00 An oil painting of a German town scene. The dimensions of the painting are 18 inches tall by 14 inches wide. Appraised value - 5300.00 An oil painting of a German town scene w/boats. The dimensions of the painting are 10 inches tall by 12 inches wide. Appraised value- $200.00 Please feel free to call me at 717-249-1721, if there are any questions. Thank you. Sincerely, M page 1 of 1 REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established Estate of: PAUL H. HEIDER Date of Death: August 9, 2005 Social Security Number: 144-09-2387 -- t"PhJ L rt. ~ tl J)E r<... / r" <- "H c.J'"'::l () T -::J ~ MEMBERS 1st FEDERAL CREDIT UNION 176158 -00 OS/27/1998 $616.15 $.14 $616.29 None 176158 -46 04/25/2002 $42,403.22 $20.73 $42,423.95 None 176158 -47 10/28/2002 $41,000.00 $17.79 $41,017.79 None 176158 -48 04/01/2003 $25,000.00 $13.53 $25,013.53 Laurie Vogt 04/01/2003 4k" BE. RS 1ST FEDERAL CREDIT UNION - ~ d14 ms:f. W@e b- C .'-- Insurance Services Supervisor October 11 , 2005 5000 Louise Drive · PO. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www.memberslst.org f/po 1 H. +JeiDEf2- f- iI <-.:1:1 d-I- I) 5 () '1 '5 S I Commerce Bank November 4, 2005 Re: Estate of Paul H. Heider Formerly of 11 Kitszell Drive Carlisle, P A 17013 Account Balances as of August 9, 2005 Balance Interest 'fatal Checking Account #536235591 $52,473.60 n/a $52,473.60 Date Opened: March 4, 2003 Ownership: Individual Certificate of Deposit #1100508 $17,000.00 14.58 $17,014.58 Date Opened: September 2,2002 Ownership: Joint with Kathy Johnsen Certificate of Deposit #1100510 $18,000.00 5.43 $18,005.43 Date Opened: September 30, 2002 Ownership: Joint with Kathy Johnsen Certificate of Deposit #1100522 $25,176.91 14.49 $25_191.40 Date Opened: December 10, 2002 Ownership: Jei!lt with Kathy Johnsen Total Deposit Balances as of August 9, 2005 I$II2,6~5.0 II Information provided by: Connie S Dzezinski Assistant Vice President Carlisle Manager (71 7) 240-2665 conn ie .dzezin ski cej)conlmercepc. COOl Commerce Bank / Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 f"ft 11 I H. HE'D e R ~ 1-" <- 44- :L I - ~ S ~ "7 5 ~ - ,...~~ ~--- .. ~ACHOVIA Reference ID: 1393465 Wachovia Bank N.A. Balance Confirmation Services POBox 40028 Roanoke, VA 24022-7313 October 21, 2005 KATHY A JOHNSEN 830 DUNBAR ROAD CARLISLE, PA 17013 SUBJECT: Verification / Confrrmation of Account and Balance Information provided for: Customer: PAUL HEIDER (SSN# 144-09-2387) Date of Death: August 9, 2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance. Date Opened 5/21/1999 Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412050693194 LEGAL TITLE: PAUL H HEIDER . THY A JOHNSEN $30,000.00 $21.21 $224.86 9/13/2005 CERTIFICATE OF DEPOSIT 247412051823266 LEGAL TITLE: PAUL H HEIDER LAURIE B VOGT $18,000.00 8/28/2002 $9.87 $161.10 9/1312005 CERTIFICATE OF DEPOSIT 247412061497049 LEGAL TITLE: PAUL H HEIDER LAURIE B VOGT $24,000.00 4/412001 $12.03 $420.85 9/1312005 · Due to system limitations, we can only provide a twelve month average balance on depository accounts. · Date of death balance does not include accrued interest. · If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were ~}ed ring~af\..~~..tyi . .riOOed. ~~~~~ routt \ '-' Servicenter Associate Phone: (540)563-7323 11; at t.iSovereign Bank "111\ \' PAUl W )-lEiDEf2-- Fi 1..(.. ~ ;11 - D SD1 5 <; March 17, 2006 Kathy Johnsen 830 Dunbar Road Carlisle, Pa 17013 To Whom It May Concern: A certificate of deposit in the name of Paul Heider and Laurie V ogt Account number 3385109818 was on deposit with Sovereign Bank since 03/10/2003 In the amount of$41,105.38 on the date of Paul Heider's death, August 9,2005, Sincerely, I) . ~ ~ E o u Denise Westover Community banking Assistant Manager 1160 Walnut Bottom Road Carlisle, Pa 17013 717-245-2114 ~ c ns ..c c t).() ~ L ~ > o lilt . ~ ~ ~ f/AtJl H. fiE,DEIC 1-1/<- Jd ~l- D5c'::j5t; November 3,2005 Kathy Johnsen 830 Dunbar Road Carlisle PA 17013 To Whom It MayConcem. At the request of Kathy Johnsen, Paul H Heider had two accounts with our bank. Both of which were Certificates of Deposit. Account # 20002 and #20003. At the time of his death on August 9th 2005, Mr. Heider had in his 20002 account $36,037.02. It was opened on March 5th 2003 and the account was structured as Paul H Heider or Kathy A Johnsen. Mr. Heider's other account #20003 had $33,277.91 at his time of death and was originally opened on March 5th 2003 and this account was structured as Paul H Heider or Laurie B Vogt. If there is anything else that we can be of any assistance of please let us know (717) 243-3189. Thank you, ~7J;U~~ Lisa M Kramer Relationship Banking Specialist Pennsylvania State Bank 1 North Hanover Street Carlisle, PA 17013 717.243.3189 fax 717.243.9649 pastatebank.com :~ .. \0, P A U I H-. )-l e; /) ~ IL 1= I '-e.... .U- ~ ) - () S D '15 6. rm M&rBank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 October 13, 2005 Kathy A Johnsen, Executrix Estate of: Paul H Heider 830 Dunbar Road Carlisle, Pennsylvania 17013 Re: Estate of: Paul H .Heider Account Number: 31003908150847, 31003913024574, 31003913024590 Date of Death: Auaust 09, 2005 Dear Sir or Madam: Per a memo from Jill Caruso at the Branch, dated October 06,2005, please be advised that at the time of death, the balance on the above referenced account was: 1. Type of Account Certificate of Deposit Account Number 031003908150847 Ownership (Names oj) Paul H Heider '" Kathy A Johnsen '" Total 09/25/02 Closed 09/12/05 $32,000.00 $ 328.15 .....$32;32Efis..................................................................................................................-..................... Opening Date Balance on Date of Death Accrued Interest 2. Type of Account Certificate of Deposit Account Number 031003913024574 Ownership (Names oj) Paul H Heider '" Kathy A Johnsen · Opening Date 02/12/03 Closed 09/12/05 $30,574.90 Balance on Date of Death Accrued Interest $ 25.90 Total .. ...$30~6iji5.if6........... . 11' t-Y A V I l-\.. l-i e \0 E f<-.. r= i l e... \..l.- '- \ - D ~~ 6'7 5~ , .'Ij,. -" . 3. Type of Account Certificate of Deposit Account Number 031003913024590 Ownership (Names oj) Paul H Heider '" Laurie B Vogt '" Opening Date 03/27/03 Closed 09/19/05 $32,945.17 Balance on Date of Death Accrued Interest $ 82.30 Total .. 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F 1t b ;;~I\) ~ ':D~ ;r c., <0 'U>(iiZ ::,-::,0 gmrn~ (1)' '1l:J: " '5 'l! z ;:!J ~~~~ ~ I\)>~< ~ ' lf~~~ ~ f;;VlZVI ~~ >>i ::I:: ~,~rn o~ o--1~ ~w sn ~ o V'\ C)l ...u V\ V\ " ilU g~o o z 0) !=> co > to CD I' . ~ A tJ ( f-t, H E: I U E f~ .J r I t L 1=t ;;t, - lJ C; l) 1- ~ ~ ------- August 14, 2005 Laurie V ogt 39 Skytop Drive Mahwah, NJ 07430 /"',1/-:...... . ;-~/:..-- "'-~ \ 4? __~"_'-~2, -" ikaz C){~{73---- . FUN ERA L H 0 ~'1 E. L 1_ C: /,-., // ,c' /.'.) , ./i t.../ / Ii /.J r..'.../fl.1! " I ..' d (lr The Funeral Service for Paul H. Heider' I. PROFESSIONAL SERVICES Restoration per hour 150.00 150.00 II. OTHER STAFF AND RELATED FACILITIES Visitation (viewing) Funeral Ceremony-At funeral home 900.00 450.00 1350.00 1095.00 Receiving of remains IV. SELECTED MERCHANDISE: Vault - Minimum Sealed Vault Prayer Cards or Memorial Folders per 100 Acknowledgement Cards per 100 Register Book 1200.00 60.00 60.00 30.00 1350.00 V. CASH ADVANCES George Washington Memorial Park Rev. George Hanssen The Bergen Record 2 Photo Memorials Gratuities cemetery/vault 895.00 200.00 293.00 30.00 40.00 1458.00 5403.00 TOTAL OUTSTANDING BALANCE August 14, 2005 John Jay Vander Plaat, Mgr. " N.J. Lie. No. 3121 VVilliam Brock. Jr., C.F.S.P, · t'J.J. Lie. [',Jo. 3287 John C. V:mder PIJ.cte, C.F.S.p. I'Lj. Lie. 1"lo, 1899 257 GODVv'IN ,A.vE~'JUE . \NYC<OFF. NEW JERSEY 0748: . (20 I) 891-3400 . F,L,/, (:2CJ;) ()52-'-i::;O 150.00 1350.00 1350.00 1458.00 5403.00 5403.00 YA- tJ I H. l-tei bEe, '}-il.-L * .:l-l - ~;- 0 -:; 5 ~ ~ti~k GEORGE Kocu Be SONS "\ DF ~W M 0 N U MEN T SAN DeE MET E R Y M EM 0 RIA L S SIN eEl 902 76 JOtlNSON AVENUE. HACKENSACK. NEW JERSEY 07601 · TEL (201) 342-2185. fAX (201) 342-0249 o Order # ORDER NO. August 29, 2005 DATE ADDRESS Mrs. Laurie V ogt 3'9"Skytop Drive Mahwah, NJ 07430 Geo. Washington Memorial Park Cemetery 201-818-1558 BUYER PHONE CEMETERY PRICE COMPLETE $275.00 Cast bronze scroll +85.00 Cemetery permit fee $360.00 Price complete . IT IS AGREED: BElWEEN GEORGE KOCH & SONS AND THE ABOVE NAMED BUYER, TO ERECT THE FOLLOWING MEMORIAL WORK UNDER THE TERMS AND CONDITIONS HEREIN: Furnish a bronze ribbon scroll to be like the existing bronze scroll of MARGARETHE G. on the HEIDER family memorial produced by our firm in 2003; RE:#03232. Letter style to match. Color of ribbon may not match perfectly due to different color batches and weathering of the existing memorial. Lettering to read as follows: PAULH. 1910 - 2005 o Dear Mrs. Vogt: In response to your request above is our understanding of the inscription you desired. You may confirm this order by checking the spelling and dates carefully. Sign this white contract sheet and the cemetery authorization fonn also enclosed. Return the signed documents to our office. We' have enclosed a self- addressed envelope for your convenience. Please include the following payments: 1.) $200.00 made payable to our firm. Balance due upon approval of bronze. 2.) $85.00 lnade payable to Geo. Washington tvfernorial Park Cemetery for installation fee. Keep the yellow contract copy for your records. Estimated delivery manufacture time is 6-8 weeks after receipt of your order. The cemetery will then attach the scroll to the memorial in accordance with their installation schedule. Please call if you have any questions. Thank you for your cooperation. -malL/a: #?jh? ~ (#~:7c1oL ?id- A .1Jd; </~ /1 f:.,r-tlo ~/:,t;I /? % .3 %~- ft t? Id &m eho/ ~C-L J, /.:J~o ,Uie0 ~ THIS ORDER OR CONTRACT: . V#~767 % ~S ~~~ () jiS /~ us, SUBJECT TO Pro,DE, NTS. lABOR TRCXJ8LES, ANO AlL oohnNGENC~dNo OUR CONTROl, ANY/, Gt;s 0 RRE, cnONS ARE TO BE AGREED UPON IN WRITING ," ~ ',' /~'~ '_ORGEKO~H_.SONS . lid,/-t:1L.L-"/) - u'L BY '):',v... -C ~ ij' ATE I r::7 PURCHASER ~J:rnll~r: f'tJ.4OCS: na: '1101 nc:n Ij"lrTI' /1 nnl r'\&-ro.. ...,.IIUn. -.. .,.........,..~ ,...AI ..."""',.. ---- I ~.q_ .,,,,qqid.,, ~ Customer Service: .. (717) 795-6032 y y .... "'1"" ,ft . "V n 1 "..:>>...,.. KATHY A JOHNSEN Account Number: Closing Date: 09/15/05 Credit" .. -- - .. rcaytf I UI '+ VISA- '.",",;:.t,: .~, t . ,~ . -- . - "q PAl) I f-l. HE', DE (L File.. --M ~1-c:')~6~~( Please Direct Written Inquiries to: ~ CUSTOMER SERVICE PO BOX 30495 T NAPA, FL 33630 ...'.vnH,nJ. W~~*~,!i~i2~~:~~'~\:~~~&l;'~,:~'ii.;:rLI 1m Total Minimum Payment Du. .' Payment Due Date MaD Payments to: VISA PO BOX n044 MADISON WI 53707-1044 i~~rt.ft.'" .~"-""Nfi~i~f~..'lf:'~)I;~~2.:;i~;'U~ff:,'f.tJj,~.t:i;~~_t:t~t,,:!';:,;,,'i{.;;~.'t-.::~'S;1~.~:;";!t.'&.i. ;:,,~~!;,'i~r~.:~.~).!:E>'~:*",:2.::,':~.~::r:.L:~::'i.i;.:..S,if!,-.f;.;....:..... :-y6tiHA~il~.RNED\-....,-,N CASHBACK SO'FAR' THIS 'YEARf' .... ,.......,f,..... -,...,..... ...,..,..~. .... ,... I! P :I :1 II I - --. _..4_~ .,' ~'.:r :{;~_'~'(;;-;; ~-<:Y::', '\.s::,'~~, .' :':.i . TO HELP PROTECT AGAINST FRAUD, WE MA Y CONTACT YOU IN THE EVENT OF SUSPICIOUS ACTIVITY ON YOUR ACCOUNT. TO AID US IN REACHING YOU, IT IS CRITICAL TO HAVE CURRENT CONTACT INFORMA TION IN OUR FILES. OUR RECORDS SHOW THE FOLLOWING NUMBERS, HOME: (717) 258-3351. BUSINESS: () - . PLEASE NOTIFY YOUR LOCAL BRANCH OFFICE IF EITHER NUMBER IS INCORRECT. . INCREASE YOUR SCORE WITH BACK TO SCHOOL SHOPPING! USE YOUR SCORECARD. . TO REPORT A LOST OR STOLEN CARD PLEASE CALL: 800-325-3678 LST STLN AFTER HRS 717-795-6032 MEMBERS 1ST F.C.U. TO OBTAIN ACCOUNT INFORMATION 24 HOURS A DAY CALL: 800-299-9842 08115 08117 5812 24224435229312005100542 ..1~~_J~ S~L~N/. .. . HV~~~'a~S. 354 Alexander Spring Road, Suite 1 Carlisle, PA 17013 DATE 5/3/2006 INVOICE # 10552 Estate of Paul H. Heider C/O Kathy Johnsen, Executrix 830 Dunbar Road Carlisle PA 17013 Hrs/Rate Amount 4/6/2006 JLD Meeting with client to review inheritance tax return 0.75 93.75 125.00/hr 4/10/2006 JLD Review email from client; review file 0.10 12.50 125.00/hr 4/13/2006 JDH Review of inheritance tax return and accompanying supporting 1.00 250.00 documentation/rf/conf w/jld 250.00/hr JLD Conference with JDH/rev of inher tax return issues/adv/acct 1.00 125.00 125.00/hr 4/17/2006 JLD Review inheritance tax return and documentation 0.25 31.25 125.00/hr 4/21/2006 JLD Telephone call to/from client; 0.10 12.50 125.00/hr 4/23/2006 JDH Review of revised inheritance tax return/accompaning documents/conf w/ 0.60 150.00 J LD; phone calli to client 250.00/hr 4/24/2006 JLD Draft executor fee; email to client 0.10 12.50 125.00/hr 4/27/2006 JLD Review inheritance tax return pages & new information 0.50 62.50 125.00/hr For professional services rendered 4.40 $750.00 Balance due $750.00 Please include invoice number and remit payment to address listed above. Thank you for your prompt payment. If you have any questions concerning your invoice please contact Kandy Coyle at 717-249-6333 ---- f"Av; H. He: il);Sf?- J:' i I <- l-l ~) I . D'5 tJ'j '5 ..; LINDSAY DARE BAIRD, ESQUIRE 37 S. Hanover Street Carlisle, P A 17013 (717) 243-5732 Fax: (717) 243-8110 STATEMENT FOR LEGAL SERVICES RENDERED To: Estate of Paul H. Heider DATE: April 4, 2006 DATE SERVICE RENDERED UNITS OR HOURS RATE TOTAL RE: Legal fees 8/22/05 Meet with client 0.80 150.00 120.00 8/26/05 Research and call with client 0.50 150.00 75.00 ---~ 9/1/05 Create and file notices for publication 0.50 150.00 1=---m 75.00 ---- -- 10/05 Research transfer and taxation of stock property I 0.30 150.00 45.00! I I ----- ----~ - ~-- --I I 0.00 I ~ I----------~-------I i f=-----mO:~~l . 0.00 I --------- . 0.00 I ~----f-- -I =t -- mmmm i ~- ______I~m~O(}~ i -i- 0.001 ! - ----- -------------- --1 I 0.00 i ------------.--. I 0.001 TOTAL UNITS OR HOURS 2.10 SUBTOTAL =E ~~j = I -, Less payment 8/22/05 i 25.00J BALANCE DUE i-$290Ml L_______ _ _____ __ _ _ __ _ _ __ ' rAu' H He/DEe.. r.t<- 1=\~' -O~()..; S':)- / RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Rece~pt Date: Rece:f.pt Time: Recelpt No. : 8/23/2005 13:33:37 1041686 HEIDER PAUL HENRY Estate File No. : Paid By Remarks: 2005-00755 K.A. JOHNSEN JA ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST WILL AUTOMATION FEE SHORT CERTIFICATE JCP FEE Check# 3276 Total Received......... 310.00 15.00 5.00 100.00 10.00 ---------------- $440.00 $440.00 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D - - f"' f-l 0 I H 0 .w E , I) E 12- J of i I <- ~ ~ I - /j S /) .1 5 '5 RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Receipt Date: Rece~pt Time: Recelpt No.: 12/05/2005 11:50:13 1042677 HEIDER PAUL HENRY Estate File No. : Paid By Remarks: 2005-00755 KATHY A JOHNSEN CMM ------------------------ Receipt Distribution ------------------------ Fee/Tax Description SHORT CERTIFICATE Check# 227 Total Received..... . . . . Payment Amount 24.00 ---------------- $24.00 $24.00 Payee Name CUMBERLAND COUNTY GENERAL FUN ~Aul H HEIDEIC) --r,(-<-~ {)"J-(jS(J.i~~ RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Rece~pt Date: Recelpt Time: Receipt No. : 3/07/2006 13:13:09 1043574 HEIDER PAUL HENRY Estate File No. : Paid By Remarks: 2005-00755 KATHY JOHNSEN RSK ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE Check# 231 Total Received......... 8.00 ---------------- $8.00 $8.00 CUMBERLAND COUNTY GENERAL FUN RECEIPT FOR PAYMENT ------------------- ------------------- GLENDA FARNER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17G13 Receipt Date: Receipt Time: Receipt No. : 5/05/2006 13:36:26 1044276 HEIDER PAUL HENRY Estate File No. : Paid By Remarks: 2005-00755 JOHNSEN KATHY A MG ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name INH TAX RETURN INVENTORY PHOTOCOPIES ADDiPROBATE FEE Check# 234 Total Received......... 15.00 15.00 1.50 50.00 ---------------- $81.50 $81.50 CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN VA () I }-\. ~ E . De fG ~ r i Lz it- ~ 1- ~~ ()'"1 5 ~ MARSTON'S TAX SERVICE 817 FACTORY STREET CARLISLE, PA 17013 (717) 243-8782 ctmarston03@aol.com March 3, 2006 PAUL H HEIDER 830 DUNBAR ROAD CARLISLE, PA 17013 Statement of Charges for Services Rendered: Per Form Charges: See forms listed below - Federal Total fee Summary of Federal Form Charges: Description Charge per Form Form 1040A Individual Income Tax 40.00 Summary of Pennsylvania Form Charges: Description Charge per Form r::! ~~/o c: ~ ---..- .JL~.L'; tCt.t.-<../"" ~ L~('4..t-~ ~ ~,,-. ,j uu-t-(. ~- e.u~# f / I ~5 I) ~ 5 SkCL ::: (! ,LU~id: ,:) II f 5~ / I 2~ $ Count 1 Count 40.00 40.00 Charge 40.00 Charge ====:i ;;;;I !!!!!!!! - - =:= -- !!!!!!!!!!!! iiiii !!J!!!!!I - ==- - ;g !Ell - iiiiiiiiI ===- iiiiiiii !!!!!!!!!II !!!!!!!! 'EJ'If:: ...1>';'~. :;;;~.~'" -- r A () I H..I-t E l [) E R.. I r I ,<- -1=t e::ll - ~ 5D 15 ~ W\.CIIOVIL\.. SEC)URITTES 014151 111111111111111111111'111111.11111111.11"1.1,"111111111111.1 ESTATE OF PAUL H HEIDER KATHY A JOHNSEN EXECUTRIX 830 DUNBAR RD CARLISLE PA 17013-1795 SOLD BELLSOUTH CORP SYMBOL SECURITY NUMBER CUSIP UNSOLICITED BLS 1302-925 079860-10-2 ACCOUNT TYPE TRADE DATE SETTLEMENT DATE MARKET OVER THE COUNTER QUANTITY 864.00000 CASH 01/11/08 01/17/06 QUANTITY 302.00000 CASH 01/11/06 01/17/06 QUANTITY 140.00000 CASH 01/11/06 01/17/06 44,129 CON FIR M AT ION DATED 01/11/06 Account Number 5154-7672 DDA Number 2000018110870 YOUR FINANCIAL ADVISOR W CASHMANlR DURHAM 888-243-1422 800-359-9297 PRICE 27,76000 PRINCIPAL 23,984.64 353 .17 0.74 ED 1601-602 209115-10-4 ACCOUNT TYPE TRADE DATE SETTLEMENT DATE CHARGE/COMMISSION'" OTHER FEE"'''' NET AMOUNT $23,630.73 .INCLUDES $6.00 TRANSACTION FEE "SEE ITEM 16 ON PAGE 2 MARKET OVER THE COUNTER SOLD LUCENT TECHNOLOGIES INC LU 2491-000 549463-10-7 ACCOUNT TYPE TRADE DATE SETTLEMENT DATE SOLD CONSOLIDATED EDISON INC SYMBOL SECURITY NUMBER CUSIP UNSOLICITED PRICE 46.41000 PRINCIPAL 14,015.82 248.46 0.44 MARKET OVER THE COUNTER CHARGE/COMMISSION'" OTHER FEE"'''' NET AMOUNT $13,766.92 .INCLUDES $600 TRANSACTION FEE "'.SEE ITEM 16 ON PAGE 2 PRICE 2.65000 CHARGE/COMMISSION* OTHER FEE*'" PRINCIPAL 371 .00 43.10 0.02 SYMBOL SECURITY NUMBER CUSIP UNSOLICITED N~AMOU~ ~~y *INCLUDES $6.00 TRANSACTION FEE ..SEE ITEM 16 ON PAGE 2 Account earned by First Clearing, LLC, member New York Stock Exchange, Securities and insurance products: Not Insured by FDIC or Any Federal Government Agency I May Lose Value I Not a Deposit of or Guaranteed by a Bank or Any Bank Affiliate FOR ADDRESS CORRECTION AND PAYMENT DUE INSTRUCTIONS PLEASE REFER TO CONTACT INFORMATION ON PAGE 2 OF THIS CONFIRMATION 020 L4 L44F tlt ;(.l 1.>1) II 01415 1 01 I 0 111~021J NNNNN NNNNN NNNNNNNN 000001 Page 1 of 2 ,ALII H tTt:lvtK.) r,'<"':P d-1-{)~61S~ @omcast. tomputershare + ~ iiIiiI eB ~ iiiiI ilia EiiiI .- ill iiiI iiiI is iii CMCS C KATHY A JOHNSEN EX EST PAUL H HEIDER 830 DUNBAR RD CARLISLE PA 17013 1",111111111111111111,111",111, " 11,11111,1".11.11,,".11.1 Computershare Shareholder Services Inc 250 Royall Street Canton Massachusetts 02021 Within the US. Canada & Puerto Rico 888 883 8903 Outside the US. Canada & Puerto Rico 781 5754730 www.computershare.com/comcast Holder Account Number C 3015855974 FID 11111111111111111111111111 SSNITIN Certified Symbol Yes CMCSA 00 1 CSOOO7 .OOMEQSCQ.CIS.5047 _1 1 421000022l0000221i -, Comcast Corporation · Sale Advice I Trade Date I . .. \ ShareslUnits I Price Per I Gross Amount I Transaction DeSCription Sold SharelUnit ($) I of Sales ($) Deduction I Amount ($) i Deduction i Type! Net Amount of Sale ($) 27 Mar 2006 Sale 53.000000 26.550000 1,407.15 23.71 0.05 Transaction Fee SEe Levy 1.383.39 . 1UDC CMCS + 'J01CDlIJ002 PLEASE CASH/DEPOSIT THIS CHECK PROMPTLY. - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 r f..} U' H H t:; I D t::- Fe--,. , I ,~ -.%:t ~ 1- "6 S D 9- s '5" REV-1162 EX(11-96) ""'-CEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT JOHNSEN KATHY A 830 DUNBAR ROAD CARLISLE, PA 17013 __u____ fold ESTATE INFORMATION: SSN: 144-09-2387 FILE NUMBER: 2105-0755 DECEDENT NAME: HEIDER PAUL HENRY DATE OF PAYMENT: 11/07/2005 ~OSTMARK DATE: 11 /07/2005 COUNTY: CUMBERLAND DATE OF DEATH: 08/09/2005 NO. CD 005978 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $23,700.00 I I I I I I .' I I TOTAL AMOUNT PAID: REMARKS: K A JOHNSEN CHECK# 222 SEAL INITIALS: VZ RECEIVED BY: TAXPAYER $23,700.00 GLENDA FARNER STRASBAUGH REGISTER OF WILLS f'ALJl H' He',vE(L1 FiI.t.~ c'J.I-o'5o?55 taClg! Wlill Club mpztClmfnt Df ~Uttl ~. ~fibfr I, Paul H. Heider, also known as Paul Heider, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, and memory, do hereby make, publish, and declare this instrument to be my to be my Last Will and Testament, hereby revoking any other testamentary dispositions by me at anytime heretofore made. FIR.ST: I direct that all my just debts, liabilities, including funeral expenses, and all estate, inheritance, succession or similar death taxes imposed on my entire gross taxable estate shall be charged to and paid from my residuary estate, as soon as practicable after my death. SECOND: I give and bequeath all of my tangible personal property to my wife, MARGARETHE G. HEIDER, also known as Margarethe Heider, or should she predecease me, then this bequest shall lapse into the residue of my estate. THIRD: All the rest, residue, and remainder of my property, real and personal, of every kind and description, and wheresoever situate, which I may own or have the right to dispose of at the time of my death, I give, devise, and bequeath to my beloved wife, MARGARETHE G. HEIDER, also known as Margarethe Heider, absolutely and in fee simple. FOURTH: Ifmy said wife does not survive me, or in the event that my death and that of my wife shall occur simultaneously, then and in that event, I give, devise and bequeath as follows: (A) I give and bequeath such of my tangible personal property to those persons designated in a separate writing in existence at the time of my death which is signed by me and which describes the items and the devisees with reasonable certainty. The cost of packing, srJpping, and insuring said tangible personal property shall be paid as a cost of administration of my estate. (B) I give, devise, and bequeath all of the rest, residue, and remainder of my property, real and personal, of every kind and description and wheresoever situate which I may own or have the right -to dispose of at the time of my death, to be divided equally between my two daughters: . (1) KATHY A. JOHNSEN, of Carlisle, Pennsylvania, or should she predecease me, then to her lineal descendants, per stirpes. (2) LAURIE B. VOGT, of Mahwah, New Jersey, or should she predecease me, then to her lineal descendants, per stirpes. -PAUl I-{, I~Ei Delf) "Ft LL -# ;;tl ~ l'S6'15S ~ i / (3) If either of the above-named residuary beneficiaries should predecease me, leaving no issue surviving her, such deceased beneficiary's share shall be divided among the remaining residuary beneficiaries, in equal shares, per stirpes. FIFTH: I make, nominate, and appoint my wife, MARGARETHE G. HEIDER, also known as Margarethe Heider, to be the Personal Representative of this my Last Will and Testament. In the event that my said wife does not survive me; or for any reason, she does not qualify, or having qualified, should fail for any reason to act, then and in that event, I hereby make, nominate, and appoint my daughter, KATHY JOHNSEN, of Carlisle, Pennsylvania, to be the Personal Representative of this my Last Will and Testament. In the event that KATHY JOHNSEN does not survive me; or for any reason, she doe~ not qualify, or having qualified, should fail for any reason to act, then and in that event, I hereby make, nominate, and appoint my daughter, LAURIE B. VOGT, of Mahwah, New Jersey, to be the Personal Representative ~fthis my Last Will and Testament. I request that no bond be required of my Personal Representatives. In addition to the power and authority granted to my Personal Representatives by the laws of the Commonwealth of Pennsylvania, I expressly give and grant unto my Personal Representatives full power and authority to sell, mortgage, or lease any real property, or any other property of my estate, for cash or credit, and with or without security, at public or private sale, without authorization or confirmation by any court. IN WIlNESS WHEREOF, I have hereunto set my hand and seal at Carlisle, Pennsylvania, to this, my Last Will and Testament, consisting of ~ typewritten page(s), bearing my signature, this ~ day of ~ *~ A.D. 1999. ~-~-~~ k~'k'" " -....J ~ Paul H. Heider, Testator - VA u I H. ~~e Ij)E IZ... I 1- /....t.... '*' cooL' - 0:> 0 -.,. .,::) ~ r ~ ACKNOWLEDGMENT COMMONWEAL TH OF PENNSYLVANIA COUNTY OF CUMBERLAND BOROUGH OF CARLISLE I, Paul H. Heider, the Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~~~~s--~ Paul H. Heider, estator ' On this, the q day of ~ , 1999",before me,aNotaryPublie, the undersigned officer, personally appeared Paul H. Heider, Testator, known or proven to me to be the person whose name is subscribed to the within Last Will and Testament, and' acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set ill d and official seal. NOTARIAL SEAL DAWN M. SHUGHARt Notary Publfc (SEAL) . Carlisle, Cumberland County My Commission Expires Nov. 28, 2002 , ..,. ;,2'- PALl \ H. l-1E?I)e~) FilL #- 05D'15~ AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND BOROUGH OF CARLISLE The foregoing will, c<?nsisting of ~ typewritten page(s), was, on the ~ day of ~' 1999, signed, sealed, published and declared by the said testator as and for his Last Will and Testament, and it is hereby acknowledged that Testator appeared to be of lawful age and sound mind and memory and there was no evidence of undue influence. We, at his request and in his presence, have hereunto subscribed our names as witnesses: of \~~~~~~~ t\~&-PAlli6 &/~:t.~ ~ Witness of l3D ~~kr- Rd. CQc/~~/~~ Address ( 1':J ) JS 8"'- :ii5-/~ U~ of Witness Address - Register of Wills of Cumberland County INVENTORY Estate of ~ 0.) i J-J, HEIj)ER- , Deceased Estate No. :2-) - OS 0'155 Date of Death A U9" q J Q..O().5 Social Security No. ) Lf LJ - 6 q - ~ 3 & '1 Also known as K..AIH y A. J D H 1\15 IS. N , Personal Representative(s) of the above Estate, deo'eased, verify that the items appearing on 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 the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory (PEF ~ 3301). I!We verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Personal Representative: KATHY A. ~ J~HrJ5f~ Telephone: Address: 8 3D ])UNBAre- O<-DRI) ~Cl.r I i :s 1-<, fA. , ':j() I~ Signature: ~ a. '9~ Date: 5 - J-j - l> ~ l.D. No.: Address: Description Valuc ,. R-~A' }?SiAIE :L leI 600. ()d 3'1) l:, q 8. 5" ~ ~. 5-t-ocK.5 3~ CA5H-, bi1rJk-)>e.f6SiTS ) 1 Kisc. t I-fLf, :L ti~. g 5' en N t..1 i [;'- UJ I t~..J (Attach Additional Sheets if necessary) Total 3 '131 CJ q I . 1.{ 6 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. RW-4