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Home My WebLink About12-08-06 --.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 SociOlI. Securityf\Jumber Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY g~u~t~g~deYear 21 06 File Number 0295 Date of Birth 187-16-5242 03/11/2006 08/14/1917 Decedent's last Name Suffix Decedent's First Name MI Esterline E Ira E (If Applicable) Enter Surviving Spouse's Information Below Spouse'sL.ast Name Suffix First Name MI Spouse's Social Security.l\!umber THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C., 1. Original Return c:::J 2. Supplemental Return c.-::o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c::;::; 4. Limited Estate ctI) c:::::> 4a. Future Interest Compromise (date of death after 12-12-82) c:::J 7. Decedent Maintained a Living Trust (Attach Copy of Trust) c::> 10. Spousal Poverty Credit (date of death C) 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 ,...-.) (;17) 735-565~O ~ -'T~=~~~i~~~~~;;~~~E~;~~==1" '~;:h! <:6! ,/.... 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received -Q- 8. Total Number of Safe Deposit Boxes c.} c::-; Second line of address -0 :31.: .~irlT1f\Ji:llT1e(lfJ\Ppli~OI~I€l)_ . ..... ..... _ . __ ._. , Sterling Trust Company First line of address r''' a i I ..../ City or Post Office Lancaster State ZIP Code DATE FILED Pa 17601 Correspondent's e-mail address:ckull@sterlingfi.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. PERSON ESR ISLE FOR FILING RETURN DATE lr ~- 0" ADDRESS ~ Z';2ff)IV~.I4.J S'J; 'C..nn~ ,v:J/,~ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE . STERLING F1NAll'GlAl TRUcr ~ ADDRESS . \J. 1&1/ /VcJtlJ?J./1) 11/ 7C' . of eo{ ./ 711/ ~t'd$flK K .I7~,,/ PLEASE USE ORIGINAL FORM ONLY DATE 12-1J--(J f, Side 1 L 15056051058 15056051058 --.J J --l 15056052059 REV-1500 EX Decedent's Name: Ira E. Esterline 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. Charitabie and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) .. . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 187 -16-5242 Decedent's Social Security Number '~W^,,,~",~_<<~~",,=,______,.~,,,,,,,^",,~,,..,._~~N'N'~~~',,,,,,,,,"~NH.-N""'^'~~_H_~,,,,,,.,W''''''''''''''''_#''~''''''~N~~Y'''_'N_W,~,.-,,,,,,,,......m'''''~',",,-,.,~,._,,"~"'N~"'aN""_'_H'~""""_ 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.O 45 2,584,538.19 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE. . . . . . . . . . . . . , . . 19. 20. FILL IN THE OVAL IF YPU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 15. 16. 17. 18. 155,000.00 844,187.29 636,452.60 950,197.04 100,044.31 2,685,881.24 92,082.07 9,260.98 101,343.05 2,584,538.19 2,584,538.19 116,304.21 116,304.21 C:.:} 15056052059 --l REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Ira E. Esterline STREET ADDRESS 43 Central Blvd File Number 0295 DECEDENT'S SOCIAL SECURITY NUMBER 187 -16-5242 CITY Camp Hill STATE Pa ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 116,304.21 76,950.00 4,050.00 Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 81,000.00 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (58) 35,304.21 A. Enter the interest on the tax due. 35,304.21 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income 01 the property translerred;............................................................................."""""'" 0 ~ b. retain the right to designate who shall use the property transferred or its income; """"""""""""'''''''''''''''''''' 0 ~ c. retain a reversionary interest; or.......................................................................................................................... 0 [KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 [KJ 2. II death occurred after December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate consideration? .............................................................................................................. 0 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [KJ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [KJ 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. S9116 (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. 89116 (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 jf 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)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is lour and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 89116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 89116(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+ (6-9S) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Ira E. Esterline FILE NUMBER 21-06-0295 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 43 Central Blvd., Camp Hill, Pa., included at sales price. Settlement sheet attached. TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 155,000.00 155,000.00 REV-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT All property jointly-owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21-06-0295 VALUE AT DATE OF DEATH 55,883.25 130,480.99 42,410.68 68,361.85 27,637.83 21,807.90 157.60 114,496.20 793.30 0 110,909.89 39,729.00 16,970.49 23,571.63 338.96 187,617.50 3,020.22 ESTATE OF Ira E. Esterline ITEM NUMBER 1. DESCRIPTION 5108.158 Shs. Van Kampen High Yield Mund Fund Class A @ 10.94 per share 9803.230 Shs. Van Kampen Strategic Municipal Income Fund Class A @ 13.31 per share 2 3 1832.9846 Shs. Pepco @ 23.1375 per share 4 2457 shs. Erie Family Insurance Company @ 27.8233 per share 5 396 shs. PNC Financial Services @ 69.7925 per share 6 394 Shs. Excelon Corp. @ 55.35 per share 7 IRD Divident on Excelon 8 14,679 shs. Seligman Pa. Muni Fund Class A @ 7.80 per share 9 $200 USA Savings Bonds. See Attached Sheet 10 Smith Barney Brokerage Account 724-06637-11. See attached sheet. 7982 shs. Nuveen Pa Premium Income Fund @ 13.895 per share 2550 shs. Nuveen Municipal Advantage Fund @ 15.58 per share 1737 shs. Nuveen Municipal Value Fund @ 9.77 per share 1705 Van Kampen American Value Fund @ 13.825 per share 2 units Investors Pa. Muni Fund #2 @ 169.48 per unit $175,000 Pa. Turnpike Commision Bonds, 5% due 7/15/2011 Accured interest to DID on Pa. Turnpike Bonds TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 844,187.29 REV-15G8 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ira E. Esterline FILE NUMBER 21-06-0295 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Mid Penn Bank CD 309001181 46,170.84 2 Interest on Mid Penn Bank CD 309001181 to DID 535.28 3 Mid Penn Bank CD 309001182 4 Interest on Mid Penn Bank CD 309001182 to DID 5 PNC Savings Account 5003566934 6 Interest on PNC Savings Account 5003566934 to DID 7 PNC Checking Account 5140018854 8 Interest on PNC Checking Account 5140018854 to DID 9 Pennsylvania State Bank Checking Account 22001994 26,383.33 305.87 155,597.66 121.01 156,031.27 13.44 132,484.86 10 Interest on Pennsylvania State Bank Checking Account 22001994 to DID 230.52 11 1999 Buick LeSabre 4dr. Custom Sedan. Kelly Blue Book value 3,500.00 12 Erie Family Insurance Company-Purchase price of expirations. See attached letter. 878.20 13 Refund from Erie Family Insurance Company-Vehicle Insurance Policy 315.00 14 Misc. Personal Property. Appraisal attached 1,655.00 120.00 15 American Express Travelers Checks uncashed. 16 Refund from Erie Family Insurance Company-Homeowners Policy 298.00 17 Interpolated Terminal Reserve Value on New England Financial Insurance Policy 06867528. Owner, Ira E. Esterline, insured, Scott Esterline.Value @ DID 2,523.23 18 Sovereign Bank IRA CD 1058123314. Scott Esterline and Helen Bryan beneficiaries. 19,316.64 19 Sovereign Bank IRA CD 1058123322. Scott Esterline and Helen Bryan beneficiaries. 89,972.45 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 636,452.60 REV-1510 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Ira E. Esterline FILE NUMBER 21-06-0295 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE 1. Citizens Bank AIC 6247286088, ITF Scott Esterline and Helen Bryan 104,566.09 100 104,566.09 2 Community Bank AIC 348153116, ITF Scott Esterline 54,793.97 100 54,793.97 3 Community Bank AIC 348153117, ITF Helen Bryan 54,788.44 100 54,788.44 4 Erie Family Insurance Company-annuity 164-509 104,702,16 100 104,702,16 5 Erie Family Insurance Company-annuity 199-530 225,657.80 100 225,657.80 6 Erie Family Insurance Company-annuity 271-462 22,810.43 100 22,810.43 7 Erie Family Insurance Company-annuity 271-463 22,810.43 100 22,810.43 8 Erie Family Insurance Company-annuity 306-545 111,854.11 100 111,854.11 9 Erie Family Insurance Company-annuity 512-655 45,826.85 100 45,826.85 10 Erie Family Insurance Company-annuity 529-362 124,692.56 100 124,692.56 11 Aurora National Life Assurance Co.-annuity C0114725D 77,694.20 100 77,694,20 TOTAL (Also enter on line 7 Recapitulation) $ 950,197.04 .. (If more space is needed, Insert additional sheets of the same size) REV-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ira E. Esterline FILE NUMBER 21-06-0295 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. Helen E. Bryan 2929 Lincoln St., Camp Hill, Pa. daughter B. Scott Esterline 305 Adair Road, Byers, TX Son C. .' JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION ANO BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1 A. 2 A&B 01/23101 Sovereign Bank A/C 2331048932 86,071.08 1/3 28,687.49 3 A&B 01/23/01 Sovereign Bank AlC 2331048959 109,14378 1/3 36,398.43 4 A 04/01/02 Smith Barney AlC 724-06747, consisting of 831 shs. Van Kampen Municipal Income Fund @ 13.26 per share 11,019.06 1/2 5,509.53 cash balance 51.94 1/2 25.97 5 B 04/01/02 Smith Barney Account 724-06748, consisting of 831 shs. Van Kampen Municipal Income Fund @ 13.26 per share 11,019.06 1/2 5,509.53 Cash balance 51.94 1/2 25.97 6 A&B 04/01/02 Smith Barney Account 724-06749, consisting of: 1648 shs Nuveen Pa. Municipal Income Fund @ 13.635 per share 22,470.48 1/3 7,489.41 1700 shs. Van Kampen American Capital Fund @ 13.825 per share 23,502.50 1/3 7,833.38 Cash Balance 102.00 1/3 33.99 7 A&B 09/09/99 1840 shs. Nuveen Premium Pa. Fund, Class A @ 13.91 per share 25,594.40 1/3 8,530.61 TOTAL (Also enter on line 6, Recapitulation) $ 100,044.31 (If more space is needed, insert additional'sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ira E. Esterline FILE NUMBER 21-06-0295 Debts of decedent must be reported on Schedule L ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Myers Harner Funeral Home-Funeral Bill Funeral Meal Cost 6,753.00 187.71 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Helen Bryan Social Security Number(s)/EIN Number of Personal Representative(s) SlreetAddress 2929 Lincoln St. 39,855.00 City Camp Hill Year(s) Commission Paid: 2007 . Slate Pa Zip 17011 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State . Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Register of Wills-Short Certificates 8 Cumberland Law Journal-Estate Notice 9 Kerry Pae-Personal Property appraisal 10 The Sentinel-Estate Notice 11 Repairs to automobile Additional Expenses per attached sheet 314.00 4,500.00 80.00 75.00 150.00 93.47 361.30 39,712.59 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 92,082.07 Miscellaneous Administrative Expenses Item # Description Amount 12 William Kollas-Settlement expenses on sale of Real Estate. See settlement sheet attached 10,319.09 13 Computershare- Fee for replacement oflost stock certificate ofNuveen Pa. Premium Income Muni Fund. 245.64 14 Speciality Risk Mangers of America-Surety fees for replacement of lost celiificates Seligman Pa. Mum Fund 2,292.86 15 Sterling Financial Trust Company-Agent fee for settlement of estate 26,855.00 Sub Total $39,712.59 REV-1512 EX+ (12-03) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Ira E. Esterline. FILE NUMBER 21-06-0295 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 20 21 22 1. James D. Bogar, Esquire-Attorney fee for services provided prior to death 340.00 2 Hampden Township-Fees for Sewer 124.00 3 Keystone Hearing Services-Balance due for hearing aid 604.10 4 Pennsylvania American Water Co-Water Bill due 15.42 5 PP&l-Electric Bill 70.08 6 Marie Huber-Spring Real Estate Taxes 324.93 7 Erie Family Insurance Company-Homeowners Insurance Premium 393.00 8 Bottom Line Books-Balance due at DID 35.92 9 East Pennsboro Ambulance Assn-balance due on 1/18/06 transport 40.00 10 Pennsylvania American Water Co-3/22/06 bill 32.90 11 Verizon-Balance due 83.64 12 Holy Spirit Hospital-Balance Due 118.85 13 Messiah Village-Balance due for medicare part A co-insurance 1,428.00 14 PP&l-Electric service 63.75 15 Gutter Guys-Bill due to clean gutters 79.50 16 Hampden Twp-Sewer Bill 124.00 17 Zeiders Trash Removal-balance due 225.00 18 Eric Slaseman-lawn mowing bill 100.00 19 PP&L-Electric Service 43.68 Pennsylvania Water Co-Water Service 72.21 Pa. Department of Revenue-2005 Personal Income tax 507.00 IRS-2005 Personal Income tax 3,855.00 23 Wagoner Frutiger & Daub-Fee for preparation of 2005 Income tax returns TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,260.98 REV-1513 EX + (9-00) SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INKERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ira E. Esterline NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) it?)] Helen L. Bryan, 2929 Lincoln St., Camp Hill, Pa. RELATIONSHIP TO DECEDENT Do Not list Trustee(s) FilE NUMBER 21-06-0295 AMOUNT OR SHARE OF ESTATE 2 Scott Esterline, 305 Adair Road, Byers TX daughter 35% of Residue Son 35% of Residue granddaughter 1/6 of 30% of residue granddaughter 1/6 of 30% of residue granddaughter 1/6 of 30% of residue grandson 1/6 of 30% of residue granddaughter 1/6 of 30% of residue grandson 1/6 of 30% of residue 3 Katherine E. Bryan, 2929 Lincoln St., Camp Hill, Pa. 4 Alexandra L. Bryan, 2929 Lincoln St., Camp Hill, Pa. 5 Ann L. Bryan, 2929 Lincoln St., Camp Hill, Pa. 6 Thomas C. Bryan, 2929 Lincoln St., Camp Hill, Pa. 7 Blythe M. Esterline, 305 Adair Road, Byers, TX 8 Tyler S. Esterline, 305 Adair Road, Byers, TX 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 (If more space is needed, insert additional sheets of the same size) TOTAL OF PART 1\ - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET U.S. DEP~<\RTMENT OF HOUSING AND URBAN DEVELOPMENT .A..~l)-'UNIFORM SETTLEMENT STATEMENT B: T eofLoan 1.(] FHA 2.[ J FmHA 3.(] Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number: 4.[] VA 5.[ ] Conv. Ins. C. NOTE: This form furnishes a statement of settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "( 0 c)" were paid outside the closing' they are shown for informational purposes and are not Included In the totals. p. . . F. Name & Address of Lender: 0: Name & Address of Borrower: E.Name, Address & TIN of Seller: Francis R. Miller, Jr., Trust Helen L. Bryan, Executrix for the Estate of None Ira Esterline ,. G. Property Location: TIN of Seller: I H. Settlement Agent: 43 Central Blvd. Place of Settlement William C. Kollas Camp Hill, PA 17011 1104 Fernwood Avenue Camo Hill, PA 17011 I. Settlement Date: AUQ 1, 2006 J. Summary of Borrower's Transaction 100 Gross Amount Due from Borrower' K. Summary of Seller's Transaction 400. Gross Amount Due to Seller: 101. Contract sales price 155,000.00 401. Contract sales price 155,000.00 102. Personal Property 402. Personal Propertv 103. Borrower's settlement charqes (line 140m 2,343.50 403. 104. 404. 105. 405. Adiustments for items paidbv seller in advance Adjustments for items paid bv seller in advance 106. City/town taxes to 406. Citv/town taxes to 107. Countv taxes 8/1/06 to 12/31/06 136.17 407. Countv taxes 8/1/06 to 12/31/06 136.17 108. Assessments to 408. Assessments to 109. School 8/1/06 to 6/30/07 1,112.22 409. School 8/1106 to 6/30/07 1.112.22 110. Utilltv 8/1/06 to 9/30/06 81.74 410. Utility 8/1106 to 9/30/06 81.74 111. 411. 112. 412. 113. 413. 120. Gross Amount Due from Borrower 158,673.63 420. Gross Amount Due to Seller 156,330.13 200. Amounts Paid by or in Behalf of Borrower: 500. Reductions in Amount Due to Seller: 201. Deposits or earnest money 5,000.00 501. Excess deposit (see instructions) 202. PrinCipal amount of new loan(s) 502. Settlement charqes to seller (line 1400) 10,319.09 203. Existinq loan(s) taken subject to 503. ExistinQloan(s) taken subiect to 204. 504. Payoff of first mortQaqe 205. 505. Pavoff of second mortoaoe 206. 506. 207. 507. 208. 508. 209. 509. Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210. Citv/town taxes to 510. Citvltown taxes to 211. Countv taxes to 511. County taxes to 212. Assessments to 512. Assessments to 213. to 513. to 214. 514. 215. / 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. Total Paid By/for Borrower 5,000.00 520. Total Reduction Amount Due Seller 10,319.09 300. Cash at Settlement From/to Borrower 600. Cash at Settlement Tolfrom Seller 301. Gross amount due from borrower (line 120) I 158,673.63 601. Gross amount due to seller (line 420) 1 156,330.13 302. Less amounts paid bv/for borrower (line 220) 5,000.00 602. Less reductions in amount due seller (line 520) I 10,319.09 303. Cash 101 from 101 to Borrower 153,673.63 603. Cash IIZII to 101 from Seller I 146,011.04 Substitute Form 1099 Seller Statement The information In Blocks E, G, H, I & line 401 (or, if line 401 is asterisked, line 403 and 404) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. If this real estate is your principal residence, file Form 2119, Sale or Exchange of Principal Residence, for any gain, with your income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6252 and/or Schedule 0 (Form 1040). You are required to provide the Settlement Agent (named above) with your correct taxpayer identification number. If you do not provide the Settlement Agent with your taxpayer identification number, you may be subjec,tto civil or criminal penalties imposed by law. Under penalties of perjury, I certify that the number.shown on this statement is my correct taxpayer identification number. o ThorpeForms.com Charaes 155000.00 @ - % Paid from l-'alO !-rom dales/Broker's Commission: (based on orice\ .sion of Commission line 70m as follows: Borrower's Seller's / Funds at Funds at .J2. Settlement Settlement '703. Commission naid at Settlement to Howard Hanna Real Estate Services 3 850.00 704. Commission naid at Settlement to M.C. Walker Realtv 3450.00 800. Items Pavable in Connection with loan 801. Loan Orioination Fee 802. Loan Discount 803. Annraisal Fee 804. Credit Renort . 805, Lender's Insnection Fee ,"i".-^,M'n~nA In r""M dnnl'"~tinn F"" 807. 808. 809. 810. 811. 812. 813. 814. 900. Items ReQuired bv Lender to Be Paid in Advance 901. Interest from to IfiJ oerdav 902. Mortoaoe insurance Premium for 903. Hazard Insurance Premium for 904. 905. 1000. Reserves Deoosited with lender 1001. Hazard insurance months <ill $ per month 1002. Mortnane insurance months oer month 1003. Citv nronertv taxes months oer month 1nn4 ~nllntv n", ~nnth 1005. Annual assessments months oer month ifiNi oer month 1007. 1008. 1009. Aoareaate Accountinn Ad'ustment 1100. Title Charaes 1101. Settiement/c1osina fee 1102. Abstract/title search to Abstract Settlement and Prooertv Services Inc. 130.00 1103. Title examination 1104. Title insurance binder 1105. Document nrenaration 1106. Notarv fees 1107. Attornev's fees to Kollas and Kennedv 500.00 includes above item numbers 1108. Title insurance iincludes above item numbers 1109. Lender's coverane 1110. Owner's coverage 1111. 1112. 1113. 1200. Government RecordinCl and Transfer CharCles 1201. Recordinn fees: Deed 38.50 - Mortoaoe Release 38.50 1202. Citvlcount tax/stamns: Deed 1 % transfer fee Mortoaoe 1 550.00 1203. State tax/stamns: Deed 1 % transfer fee Mortaaoe 1 550.00 1204. 1205. 1206. 1300. Additional Settlement Charoes 1 ~n1 -""rv"v 1302. Pest Insnection 1303. Deed Prenaration to Kallas and Kennedv 125.00 1304. Tax Certification to Carl Heinzelman . 5.00 1305. Transaction Processina Fee to Howard Hanna RE Services 125.00 1306. Transaction F.ee to M.C. Walker Realtv 125.00 1307.2006-07 School Tax to Marie Huber Treasurer Hamnden Townshin Tax Collector 1 214.09 1308. 1400. Total Settlement Charoes IThis Number Transfers to Lines 103 & 502 Above 2 343.50 10319.09 CERTIFICATION I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction, I further certify that I have received a copy of the HUD-1 Settlement Statement. , . '0"" r, dS,A4v4t JhI!f6 """, Helen L. Bryan, Ex cut ix for the Estate of :Lu,_ cs.W~ ~ Francis R. Miller, Jr., Trus To the best of my knowledge HUD-1 Settlement Statement which I have prepared is true and accurate account of the funds which were received and have been or will bJ! disbursed by the undersigned as part of the settlement of this transaction. . Uu~ .I fl- ('}.;t/t-i---. Settlement Agent e, (- 0 Go Date William C. Kollas WARNING: It is a crime to k.nowingly make false statements to the United States on this or any other similar form. Penalties upon conviction can include a fine and imprisonment. For details see: Title1B U.S. Code Section 1001 and Sectlon 1010. . C Th(Jrpe~orm$.com ~1&f,:, ;r;1:;'/'(' ' · t '," ,!7':;""':~""" . munl "'''om ~;'I"" . '" .:,," :> Banks Decedent's Name Ira E. Esterline Social Security Number 187-16-5242 Date of Death March 11,2006 Account Number 348153116 348153117 Account Type Time deposit Time deposit Date Opened 06/15/05 06/16/05 Principal Balance $54,650.32 $54,650.32 Accrued Interest at Date of Death $143.65 $138.12 Balance at Date of Death $54,793.97 $54,788.44 Maturity Date 07/15/06 07/16/06 Account Ownership Totten Trust Totten Trust Names of Joint Owners, if any Date Joint Ownership was Rollover account originally Rollover account originally Established established 05/30/03 established 05/30/03 Interest Rate 3.6900% 3.6900% Additional Information ITF Scott E. Esterline ITF Helen L Bryan {"\ r\ I ~f 1 \ ,r, C f -t._-,\\ (\~ {,,-:~::<' \~<J~ ~-,__p\,~~\'] . 'v-.Y \ Authorized Signature - I l L( \ -+ K ,1:J\p Date P.O. Box 350 . Millersburg, PA 17061 . Phone 1-866-255-2580 _____.____.___,___"_..__~w~.".,'"'"'-.._="'~.,,...___.rr"'.._.r~'''''_"''~m.\;;;;_'.',--,.'~"'~.7:.~7..""_~'~-'".-"':-~""-'_,~~~~'C'::,.,1:-;:~.,.,,'''\.\o-,';7't'l"rF':,~p?"---;':':~~'f?,l~';;::l:f,:~!,~""'"'7-.r'"''':''',~''---''',,,,,--:::""",,",:-''';'''-='':'''~~\'~;:. '..__~ ,;"IC}:,,;;.;~~r;.: o PNCBAN< May 1, 2006 Sharon Breeden Sterling Financial Trust Company 101 NOlihpointe Blvd Lancaster, PA 17601 RE: Estate of Ira E. Esterline, deceased SSN: 187-16-5242 DOD: 3/11/2006 Dear Ms. Breeden: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account #5140018854 Established 09/15/1995 IRA E ESTERLINE DOD balance: $156,031.27 + $13.44 accrued interest Savings Account Account #5003566934 Established 11/15/2004 IRA E ESTERLINE DOD balance: $155,597.66 + $121.01 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Barue branch office. Sincerely, ~Q~\011~ 0Jltv~d- Rachelle Wells 1-800-762-1775 P7-PFSC-04-F 500 first Ave. PittsburghPA 15219 Member FDIC =<'"0 0 0". (\) 3' ~ --s- ? ~s C0 ~ S. (\) ?J 7J S. <A (\) o ~ :J ~. (\) 3 (\) ? ...... 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May 17, 2006 Sterling Financial Tmst Company 101 N. Point Blvd. Lancaster, PAl 7 60 1 Re: .Estate OUDLE..Esterliue SSN: 187-16-5242 Date of Death: March 11,2006 Dear Ms. Breeden: In response to your recent letter requesting information on the accounts of Ira E. Esterline, we have researched our files and enclosed the necessary data: Account #: 309001181 - Certificate of Deposit Account Name: Ira E. Esterline Date Opened: 4/2112000 Balance DOD: $46,170.84 Balance Accrued Interest DOD: $535.28 Total DOD Balance: $46,706.12 Joint Ownership Name: N/A Interest Earned During Calendar Year Up To Date Of Death: $260.10 Account #: 309001182 - Certificate of Deposit Account Name: Ira E. Esterline Date Opened: 4/2112000 Balance DOD: $26,383.33 Balance Accrued Interest DOD: $305.87 Total DOD Balance: $26,689.20 Joint Ownership Name: N/A Interest Earned During Calendar Year Up To Date Of Death: $148.64 If you need any additional information, please call me at 717-692-7163. Sincerely, c..~~'FA:);)~d"'- --v.oJI"--L) Jessica Kerwin Member FDIC Corporate Headquarters: 349 Union Street, Millersburg, FA 17061 · (717) 692-2133 · \A!WW.midpennbank.corr ESTATE OF . SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Ira E Esterline 187-16-5242 March 11, 2006 Account #: 2331048932 Type: Money Market Open date: 1/23/2001 In the name of: Ira E Esterline or Scott E Esterline or Helen L Bryan Date of Death Balance: $86,071.08 Int.(YTD) from 1/1/2006 to 2/28/2006 $241.57 Accrued interest to date of death: $49.23 ether :nfo: Account #: 2331048959 Type: Money Market Open date: 1/23/2001 In the name of: Ira E Esterline or Scott E Esterline or Helen L Bryan Date of Death Balance: $109,143.78 Int.(YTD) from 1/1/2006 to 2/28/2006 $306.33 Accrued interest to date of death: $62.43 Other Info: Account#: 1058123314 Type: CD/IRA Open date: 5/11/1995 In the name of: Ira E Esterline Date of Death Balance: $19,294.65 Int.(YTD) from 1/1/2006 to 2/28/2006 $99.41 Accrued interest to date of death: $21.99 Other Info: Beneficiaries: Scott E Esterline and Helen L Bryan Account #: 1058123322 Type: CD/IRA Open date: 5/11/1995 In the name of: Ira E Esterline Date of Death Balance: $89,870.02 Int.CiTD) irom 1/1/2006 to 2/28/2006 $463.06 Accrued interest to date of death: $102.43 Other Info: Beneficiaries: Scott E Esterline and Helen L Bryan Page 1 of 1 ~'~ ." '. ,.!~CI ns B,ank'~ Account Number 6247286088 Account Title IRA E ESTERLINE IRF HELEN L BRYAN AND SCOTT E ESTERLINE Date Opened 6/23/2005 Account Type - Time Deposits Principal Balance as of DOD $104373.59 Interest from Last Posting to DOD $192.50 Account Balance as of DOD $104566.09 YTD Interest to DOD $659.93 Savings Bond Calculator Value As Of Ig3/?906 --.-' Bond Info Series Page 1 of 1 Savintl [Kfilf'ait~:~ CALetA Denomination Serial Number Issue Date lEE B d. ';;;',,,,,'1 ~ ?~~... Results # Bonds 7 Serial Number L543716538 Q220654931 Q2255580531 Q2243510273 Q2231293578 Q2218938167 Q2201821804E Le end $I?g..........~ L i.__,__~.__. Total Price $137.50 Total Interest $655.80 Total Value $793.30 YTDIDI $0.5 Issue Interest Issue Date Series Denom Price Interest Value Rate 02/1996 EE $50 $25.00 $11.94 $36.94 3.41% 08/1967 E 25 18.75 109.70 128.45 06/1967 E 25 18.75 109.71 128.46 04/1967 E 25 18.75 107.11 125.86 01/1967 E 25 18.75 107.11 125.86 11/1966 E 25 18.75 105.71 124.46 09/1966 E 25 18.75 104.52 123.27 Next Final Accrual Maturity 08/2006 02/2026 08/1997 06/1997 04/1997 01/1997 11/1996 09/1996 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty MA Matured and Not Earning Interest Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator (' o c (' ~ Pennsylvanja State Bank Cnmp Hill. PA 17011 " ~ ~ N o :> ro ,- ~ " ~ bAl .7ay ~, {Iu; N~(. NOTICE TO CUSTOMER 1 0 7 2 8 5 THE PURCHASE: OF AN INDEMNITY BOND MAY BE REQUJRED BEFORE ANY OFFICIAL CHECK OF THIS BANK WILL BE REPLACED . _ ! . ,OR REFUNDED IN THE EVENT IT IS LOST, MISPLACED OR STOLEN. bLp(}$d~iA 151, t~ ,....-'..'_'....,., '1;<>', Date Ju~'U 11 '"')QQC: .r:..~ : 'f' \~ 'f ~~ \'{i:'.r;~I~: >.~ 7 9 ~:3 del\; 3 0 ;::;t:~' 1 ,~ u $ 793.30 5-709 1 TO . Ira Esterline Estate 61i . J , 7aA.tW;(Ua~1. rl ~gUED BY: TRAVELERS EXPRESS COMPANY, INC., P.O. BOX 9476, MINNEAPOLIS MN 55480 OW"",. R()"T()N SAFE DEPOSIT & TRUST CO" BOSTON, MASSACHUSETTS ' ER: ENNSYLV~NIA STATE BANK --tJJ.,{iJ11Ji)~dq____ ",. u.s. Savings Bond Redemption Receipt I Branch 10: 17 Transaction Number: 0673-116405740517 Estate of Ira Esterline 43 Central Blvd Camp Hill, PA 17011 20-6918390 Redemption Date: 07/31/2006 Teller 10: awilliamson Issue Interest Redemption Serial Number Series Denom Date Issue Price Earned Value L543716538-EE EE $50 02/1996 $25.00 $11. 94 $36.94 Q2243510273-E E 25 04/1967 18.75 107.11 125.86 Q2255580531-E E 25 06/1967 18.75 109.71 128.46 Q2260654931-E E 25 08/1967 18.75 109.70 128.45 Q2201821804-E E 25 09/1966 18.75 104.52 123.27 Q2218938167-E E 25 11/1966 18.75 105.71 124.46 Q2231293578-E E 25 01/1967 18.75 107.11 125.86 Total number of bonds redeemed: 7 Total Total Total Price Interest Value $137.50 $655.80 $793.30 Customer Signature Customer ID: PASB customer Sterling Financial Corp 1097 Commercial Ave PO BOX 38 East Petersburg, PA 17520 800-225-5252 Page 1 Of 1 - - -- -- -- -- -- - - = - - - - - - - - - = - - - - - -< ro III ... 0' 0. 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CJ) I'll I"- ." I"- o 0) .... )::. ~~ ro(Q ri::::s ::rQ) ...... Ws:: -""""t ~ CD !\J On 00 Q)::::s U) o - -. a. Q) ...... -. o ::::s (J) s:: 3 3 Q) ""t '< Q::" , ~ cltlgroupJ SMITHBARNEY II N onh 3 rd Street 2nd Floor Harrisburg, PA 17101 Tel 717 7801700 Fax 717 233 2090 Toll Free 800 237 1700 August 16,2006 Mr. Christopher W. Kull Senior Vice-President Sterling Fincll1cial Trust Company 101 N orthpointe Blvd. Lancaster, P A 17601 RE: Ira E. Esterline, Deceased Dear Mr. Ku1l: I have attached the account balances for the Ira E. Esterline accounts as of Friday, March 10, 2006. Account 724-06637-account of Ira E. Esterline was opened on 3/5/02, account 724- 06747-account of Ira E. Esterline and Helen L. Bryan was opened on 4/1102, account 724-06748-account of Ira E. Esterline and Scott Esterline was opened on 4/1/02 and account 724-06749-account of Ira E. Esterline and Scott Esterline and Helen Bryan was opened on 4/1102. If you have any further questions, please do not hesitate to contact me at 780-1751. Sincerely, ~'717.~M--~ Ann M. Dunkelberger Senior Client Service Associate For John J. Fabian, JT. Senior Vice President - Wealth Management /amd Enclosure Account Balances for Ira Esterline as of Friday, 03/10/2006 Symbol Quantity High Low Close Closing Value Account 724-06749: NQP 1648 $13.66 $13.61 $13.64 $22,478.72 VPV 1700 $13.90 $13.75 $13.77 $23,409.00 , .(b' Account 724-06748: I '" t-\! ~ ~ I VKI 831 $13.27 $13.15 $13.26 $11,019.06 Account 724-06747: VKI 831 $13.27 $13.15 $13.26 $11,019.06 Account 724-06637: NPY 7982 $13.95 $13.84 $13.84 $110,470.88 NMA 2550 $15.66 $15.50 $15.58 $39,729.00 NUV 1737 $9.79 $9.75 $9.78 $16,987.86 VPV 1705 $13.90 $13.75 $13.77 $23,4 77 .85 Units Invstrs Mun 2 $169.48 $338.96 PA Turnpike Comm 175000 $107.21 $187,617.50 THE INFORMATION' HEREIN f-1AS. Bt:Ei\,' OI3lAlNiID FROM SOURCES WE BEllE:VE TO BE RELlAB~E, BUT DQ NOT GUARANTEE ITS; ACCURAC'i OR COMPlHEN!ES5., " AUJROJRA Aurora National Life Assurance Company P.O. Box 4490, Hartford, CT 06147-4490 May 10, 2006 COll14725D The Estate of Ira E Esterline Helen L Bryan, Executor Sterling Financial Trust Co, POA POBox 38 East Petersburg P A 17520 Re: Contract Number: Annuitant: C01114725D HELEN L BRYAN Dear Owner: This is in response to a request for a Full Surrender quote as of March 11,2006 on the above contract. Cash Surrender Value: $77,694.20 Taxabl e Amoun t $77,694.20 In the event of a conflict between this statement and the provisions of your contract or the values determined under your contract, the provisions of your contract and the valu~s determined under your contract will prevail. If you would like to proceed with this request, please complete and return the enclosed Withdrawal/Surrender form. If you need additional information or assistance, please call us at (800) 265~2652. Sincerely, Client Services Enclosure - " Erie Family Life ~ Insurance Member Erie Insurance Group. Home Office. 100 Erie Insurance Place. Erie, Pennsylvania 16530 814 870.2000 . Toll free 1.800.458.0811 . Fax 814.870.2437 . www.erieinsuranc8.com April 27, 2006 Sharon Breeden Sterling Financial Trust Co. 101 Northpointe Blvd. Lancaster, PA 17601 RE: Ira Esterline Annuities #164-509, #199-530, #271-462, #271-463, #306-545, #314-218, #512-655 & #529-362 Dear Ms. Breeden: We are writing in response to your correspondence of April 9, 2006 regarding the above referenced annuities owned by Ira Esterline. Our records indicate the following information regarding those annuities: Annuity Beneficiary Date of Death Annuity Type Annuity Status Number Value 164-509 Scott Esterline $104,702.16 Non-Qualified Active Helen Bryan 199-530 Scott Esterline $225,657.80 Non-Qualified Active Helen Bryan 271-462 Helen Bryan $22,810.43 Non-Qualified Active 271-463 Scott Esterline $22,810.43 Non-Qualified Active 306-545 Scott Esterline $111,854.11 Non-Qualified Active Helen Bryan 314-218 N/A $0.00 Keogh Rolled into IRA #512-655 in 10/2000 512-655 Scott Esterline $45,826.85 IRA Active Helen Bryan 529-362 Scott Esterline $124,692.56 Non-Qualified Active Helen Bryan 111 ~ ERIE@ JONATHON G. ALBERSTADT, C Assistant Vice President and Associate General Coun Law Divis ERIE INSURANCE GROUP Home Office' 100 Erie Insurance Place' Erie, Pennsylvania 16530 . (814) 870-2000 Toll Free 1-800-458-0811 . Fax (814) 870-2010 . www.erieinsurancecom July 7, 2006 Christopher W. Kull, AAMS Senior Vice President Sterling Financial Trust Company 101 North Pointe Boulevard Lancaster, PA 17601 In Re: Estate of Ira E. Esterline, Deceased Dear Mr. Kull: Following up on our recent communications, enclosed please find two signed counterparts of an Agreement dated July 7, 2006 evidencing the sale of the Esterline Agency's Erie Family Life Insurance Company ("EFL") expirations to EFL. Attached to each Agreement is a listing of the expirations that are being transferred under the terms of this Agreement. Would you please sign both of these Agreements and return one to me in the enclosed self-addressed envelope which I provide for your convenience. I also enclose EFL's $878.20 check, No. 297556, dated June 29, 2006 and payable to the order of "Estate of Ira E. Esterline, Deceased" representing our agreed upon sales price for the Estate's EFL expirations. EFL must now secure physical possession of the Policyholder files for each of the in-force Policies itemized in Agreement Exhibit A. Would you please telephone me with the name of the individual whom EFL should contact to arrange for the transfer of these files? Although I do not think the Estate will need copies of any materials from these files, EFL will be happy to work with you to arrange for such copies if necessary. If you have any questions about, or objections to, the enclosed Agreement, please do not negotiate the enclosed check. Rather, contact me immediately and I am sure we can quickly resolve any questions. The Estate's negotiation of this check will evidence agreement to, and concurrence with, the terms set forth in the enclosed Agreement. Thanks very much and I look forward to hearing from you or the appropriate Estate representative with whom arrangements can be made to secure these files. I would appreciate anything you can do to expedite this transfer so that the affected EFL Policyholders will be assured of prompt and professional service for their Policyholder needs. Chris, I appreciate your cooperation in this matter and I look forward to hearing from you regarding these Policyholder files. S nc rely, &J/ J athon Alberstadt, CIC ssistant Vice President Associate General Counsel JA:prm/Enclosures JaltrJEsterline est.EFL.kull.ltr(7. 7.06) cc w/encls.: John Brinling Erie Family Life Insurance Company cc w/encls.: Jenifer Lesher JUL 1 '- '- A""'m ~II in ~ER\!I('E_ _ C';nnn'1rV)C , ~o~: ~~~~'~O~;~~;'~,"~':~~: P"''V''"';' 16'30 . (814) 870200c ~ roll FlOe' .800.'58.0811 . r" (014, 870.201 0 . _e;I,i,",,,,,",,om ERIE@ JONATHON G. ALBERSTADT, CIC Assistant Vice President and Associate General Counsel Law Division July 7, 2006 Christopher W. Kull, AAMS Senior Vice President Sterling Financial Trust Company 101 North Pointe Boulevard Lancaster, PA 17601 In Re: Estate of Ira E. Esterline, Deceased Dear Mr. Kull: Following up on our recent communications, enclosed please find two signed counterparts of an Agreement dated July 7, 2006 evidencing the sale of the Esterline Agency's Erie Family Life Insurance Company ("EFL") expirations to EFL. Attached to each Agreement is a listing of the expirations that are being transferred under the terms of this Agreement. Would you please sign both of these Agreements and return one to me in the enclosed self-addressed envelope which I provide for your convenience. I also enclose EFL's $878.20 check, No. 297556, dated June 29, 2006 and payable to the order of "Estate of Ira E. Esterline, Deceased" representing our agreed upon sales price for the Estate's EFL expirations. EFL must now secure physical possession of the Policyholder files for each of the in-force Policies itemized in Agreement Exhibit A. Would you please telephone me with the name of the individual whom EFL should contact to arrange for the transfer of these files? Although I do not think the Estate will need copies of any materials from these files, EFL will be happy to work with you to arrange for such copies if necessary. If you have any questions about, or objections to, the enclosed Agreement, please do not negotiate the enclosed check. Rather, contact me immediately and I am sure we can quickly resolve any questions. The Estate's negotiation of this check will evidence agreement to, and concurrence with, the terms set forth in the enclosed Agreement. Thanks very much and I look forward to hearing from you or the appropriate Estate representative with whom arrangements can be made to secure these files. I would appreciate anything you can do to expedite this transfer so that the affected EFL Policyholders will be assured of prompt and professional service for their Policyholder needs. Chris, I appreciate your cooperation in this matter and I look forward to hearing from you regarding these Policyholder files. S nc rely, ~ J athon Alberstadt, CIC ssistant Vice President Associate General Counsel JA:prm/Enclosures Jaltr/Esterline est.EFL.kulJ.ltr(7.7 .06) cc w/encls.: John Brin/ing Erie Family Life Insurance Company cc w/encls.: Jenifer Lesher JUL 1 1 2006 BL~ ~J h~ (~~1J fOJL 1~"""'~ ,,','. ~ ." ,,,,,: ,.'..,.; . \ "," . .. .:lil?) . K\~J)) - . Appraisal for Helen Bryan ~ Address of Property Appraised: 43 Central Blvd. Camp Hill, PA 17011 1. Dining Room Suite 2. 2 Sofas 3. 2 Orange Chairs and Ottoman 4. Small 3 Leaf, Drop Leaf Table 5. Organ 6. TV and Stand 7. Clock and Knick Knacks 8. 3 Pc. Bedroom Suite 9.2 Pc. Bedroom Suite 10. Oak Wash Stand 11. fronstone Pes. On Washstand 12. D~sk and Chair l3. ~ppk~4~lf H. f\Pcf~r l~r RFsl}/CBfl4"/fi1~ Cilbinet/Office Stuff l6. p<#ly Mqdiff~q Fn~h Blanket Chest 17,Tp9ls '. i .~ ~. IlR~f ' . 19. Maple Drop Leaf Table 20. File Cabinet and Metal Storage Cabinet 21. Russel Wright Dishes and Contents of Cabinet 22. Microwave and Coffee Maker 23. Seth Thon1as Clock 24. Hand and Garden Tools 25. Spreader and Wheel Barrow 26. Taro Lawn Mower 27. Taro Snow Blower 28. Ladders Total L KERRY PAE AUCTIONEERS -Auctioneers 'Liquidators -Consultants 2 Chickadee Circle, Palmyra, PA 17078 - (717) 236-3752 Date: 5/15/06 $175.00 $25.00 $25.00 $35.00 $10.00 $35.00 $15.00 $175.00 $40.00 $75.00 $50.00 $25.00 $10.00 $20.00 $65.00 $75.00 $150.00 $5.00 $85.00 $25.00 $100.00 $20.00 $75.00 $65.00 $40.00 $60.00 $125.00 $50.00 $1655.00 ,., "",: .. ,. ~ ~...,,""~~, '~r""<~.'" "'r _'. _",.!:--'",,' :,",v,i:::";::", ...-,.,;;'.:..,....:.'",; "..L,..'..... ' ,^-,., LAST WILL AND TESTAMENT OF IRA E. ESTERLINE I! IRA E. ESTERLINE! of Camp Hill! Cumberland County, Pennsylvania, make, publish and declare this as and for my Last v'Ii 11 and Testament, hereby revoking all other Wills and Codicils j heretofore made by me. FIRST: I devise and bequeath all the rest! residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon! as follows: (A) Thirty-five (35%) percent thereof to my son, SCOTT E. ESTERLINE, provided that should he predecease me! I give and bequeath his share unto his issue per stirpes by representation. (B) Thirty-five (35%) percent thereof to my daughter, HELEN L. BRYAN, provided that should she predecease me, I give and bequeath her share unto her issue per stirpes by representation. (C) Thirty (30%) percent thereof in equal shares, to all of my grandchildren! same being specifically defined to include the natural children of either Scott E. Esterline or Helen L. Bryan, that are living at the time of my death. SECOND: Should any of my grandchildren not have attained the age of twenty-three (23) years at the time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold! manage, invest and reinvest the shares so received! and to use and apply from time to time such portion of income.and principal for the said grandchild's education (including college, trade school or other similar J d ,~.... ..... _' n.... training or education), support and welfare as my Trustee or Trustees, in their sole discretion, deem advisable. My Trustee or Trustees may make the payments for the support and maintenance of my grandchildren directly to said grandchildren or to their _._ _~ _u _ _ _ -_ Guardian or Guardians. Any payments made by my Trustee or Trustees pursuant hereto shall be made without further respon- sibility to the said grandchildren, their Guardian or Guardians, or to any person taking care of my grandchildren. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment'6f income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the principal, as well as income, such insurance policies as will provide for the grandchild's medical care. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-three (23) years: In the event any of my grandchildren die prior to the termination of this Trust established herein for their benefit, the interest of my grandchild in said Trust shall cease with any lncome arid principal passing to either my son, SCOTT E. ESTERLINE or my daughter, HELEN L. BRYAN, whomever shall be the parent of said grandchild and, further, in the event of the death of either SCOTT E. ESTERLINE or HELEN L. BRYAN, as the case may be, said income and principal shall be divided evenly between or among that deceased grandchild1s brothers and sisters or the separate trusts established hereunder for their benefit. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries ~ 2 _ff.LoiJ'lC:'&"ld~';."'-""'''''' ,-,..,~~",'l.. .c.;. .,,' ,,~ ,,~._,".,-,,- \j acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without J ~ restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (8) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expensesr 3 ,.",H' ,.,..,.... .''j:f-:' ",. .,~ ,"r!r"'y-'.:~",.n.I.'';;i,l,;"" ..'.ri*!r......~;.'.,- .'<"~"".'r"i'~f"...-..i.o"'- _.._"~-='~'H to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I nominate and appoint SCOTT E. ESTERLINE as Trustee of the hereinabove Trusts for his natural children. In the event of the death, resignation or inability to serve for any reason whatsoever of the said SCOTT E. ESTERLINE, I nominate and appoint HELEN L. BRYAN, as Trustee of the hereinabove described Trusts. I direct that my Trustee or Trustees, shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I nominate and appoint HELEN L. BRYAN as Trustee of the hereinabove Trusts for her natural children. In the event of the death, resignation or inability to serve for any reason whatsoever of the said HELEN L. BRYAN, I nominate and appoint SCOTT E. ESTERLINE, as Trustee of the hereinabove de- scribed Trusts. I direct that my Trustee or Trustees, shall serve without bond and shall receive fair and reasonable compen- sation. .s cj SIXTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- 4 ."....,-_.. '"..- -'. .. ,-~.~.'---~-_._."~.- able, shall not be execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. EIGHTH: I nominate and appoint my daughter, HELEN L. BRYAN, as Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said HELEN L. BRYAN, I nominate and appoint SCOTT E. ESTERLINE, Executor of thisr my Last will and Testament. I direct that my Executrix or Executorr Trustee or Trustees, as the case may be, and their successorsr shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOFr I have hereunto set my hand and seal to thisr my Last will and Testamentr this l04~ day of e~ , 2002. ~ a~/Jh.1~ IRA E. ESTERLINE (SEAL) Signedr sealedr published and declared by the above- named Testator as and for his Last Will and Testament in our presencer whor at his requestr in his presence and in the presence of each otherr have hereunto subscribed our names as attesting witnesses. Address Bc11niJ rY _I Address 5 Fonr 712 {Rev. 5-2000} Page 2 ... Living Insured (File with Form 709, United States Gift and Generation-Skipping Transfer) Tax Return. May also be filed with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States, where decedent owned insurance on life of another.) SECTION A - General Information 36 First name and middle initial of donor (or decedent) 37 Last name 38 Social Security number ESTATE OF IRAA ESTERLINE 187-16-5242 39 Date of gift for which valuation data submitted. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~ 40 Date of decedent's death for which valuation data submitted ................. ..... ............ ~ 03/11/2006 SECTION B - Policy Information 41 Name of insured SCOTT E ESTERLINE 44 Name and address of insurance company New England Financial/ MetLife 700 Quaker Lane Warwick RI 02886 42 Sex M 43 Date of birth 04/07/1952 45 Type of policy I 46 Policy number 47 Face amount 48 Issue date WHOLE LIFE -PFR 06867528 15,000.00 05/16/1983 49 Gross Premium 50 Frequency of payment PAID-UP 51 Assignee's name 52 Date assigned 53 If irrevocable designation of beneficiary made, name of 54 Sex 55 Date of birth, 56 Date beneficiary if known designated 57 If other than simple designation, quote in full. (Attach additional sheets if necessary.) 58 If policy is not paid up: a Interpolated terminal reserve on date of death, assignment, or irrevocable designation of beneficiary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58a $ 2,523.23 b Add proportion of gross premium paid beyond date of death, assignment, or irrevocable designation of beneficiary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .... 58b $ 0.00 c Add adjustment on account of dividends to credit of policy. . . . . . . . . . . . . . . .. .... 5Sc $ 0.00 d Total (add lines 58a, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Outstanding indebtedness against policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. f Net total value of the policy (for gift or estate tax purposes) (subtract line 58e from line 58d) . . . . . . . . . . . .. 59 If policy is either paid-up or a single-premium: a Total cost, on date of death, assignment, or irrevocable designation of beneficiary, of a singie premium policy on iife of insured at attained age, for original face amount plus any additional paid-up insurance (additional face amount $_) 59a $ (If a single-premium policy for the total face amount would not have been issued on the life of the insured as of the date specified, nevertheless, assume that such a policy could then have been purchased by the insured and state the cost thereof, using for such purpose the same formula and basis employed, on the date specified, by the company in calculating single premiums.) b Adjustment on account of dividends to credit of policy. . . . . . . . . . . . . . . . . . . . . . . ... 59b $ c Total (add lines 59a and 59b). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59c $ d Outstanding indebtedness against policy. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 59d $ e Net total value of policy (for gift or estate tax purposes) (subtract line 59d from line 59c) . . . . . . . . . . . . . . .. 5ge $ The undersigned officer of the above-named insurance company (or appropriate Federal agency or retirement system official) hereby certifies that this statement sets forth true and correct information. Signature ~ Title ~ Life Financial & Inforce Analyst Date of Certification ~ 09/12/2006 Form 712 {Rev. 5-2000}