The URL can be used to link to this page

Home My WebLink About12-05-06 . W l- ll&:: :!U) (.)ll::lI&:: W CL(.) ::rOO (.) g:~ CL <( z o i= <( ..J :J ~ ii: <( (.) W 0:: z o i= <( ~ :J 0.. :E o (.) ~ ~ . REV-1600 EX + (6-00) REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ~ Z W C W (.) W C DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) Deakin Katherine, S DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) 03/05/2006 04/12/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) [R] 1. Original Return o 4. Limited Estate [R] 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise Idate of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy of Trust) o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 2 1 -0 6 0 2 0 7 ""COUN'rvcoor ---vEAR- - - NuMeER- - SOCIAL SECURITY NUMBER 1 64- 0 1 - 6 0 6 6 THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of death pnor 1012-13-82) o 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o CL U) W ll:: ll:: o (.) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS David H. Stone Es uire 414 Bridge Street FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717 774-7435 New Cumberland PA 17070- 0.00 X _(15) 0.00 474,419.55 x .045 (16) 21 ,348.88 0.00 x .12 (17) 0.00 0.00 X .15 (18) 0.00 (19) 21 ,348.88 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (1) (2) (3) (4) (5) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (6) (7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) (12) (13) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES (14) 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19. Tax Due 20 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < OFFICIAL USE ONLY 5,000.00 '" <:::") <=:;1 c::r> o f"T1 ('"') I c.n :::r::J ~ ("!j ~:":'9 . ,""D -::1(") i '-11""(' ~;-)O (..:>0 -r-1 -:-1 ", (~ __ r-n CJ-) ~.~~ 156,382.00 o :n ~O d~ r:;; ~."'" -TJ Cf:);A qo .........11 C " :CJ -c:J --; )> > ::J: CO .. 336,990.24 w 0)" 498,372.24 22,809..55 1,143.14 23,952.69 474,419.55 474,419.55 ~ o d C A d ece ent's ompl ete d ress: STREET ADDRESS 10 80 Kin Drive CITY r STATE T ZIP Carlisle PA 17013- Tax Payments and Credits: 1 . Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 21,348.88 19.000.00 999.97 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 19,999.97 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 0.00 1,348.91 1,348.91 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 of the property transferred; ........................................................................... 0 !XI b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 !XI c. retain a reversionary interest; or ...................................................................................................... 0 !XI d. receive the promise for life of either payments, benefits or care? ............................................................. 0 !XI 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............................................................................................... 0 !XI 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. !XI 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... 0 !XI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, 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 ccmplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONS~~r~'LlNG RETURN \U ~ 0... \.. ADDRESS 80 King Drive OAT, n-I 0 ..., '1..00 <;. ADDRESS PA 17013 DATE Z-~'I'.1-l P{A 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. 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 0% [72 P.S. S9116 (a) (1.1) (ii)). The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. s9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. S9116(1.2) [72 P.S. s9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. s9116(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-1503 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Deakin. Katherine. S FilE NUMBER 21 06 All property jointly-owned with right of survivorship must be disclosed on Schedule F. 0207 ITEM NUMBER 1 DESCRIPTION 5000 shares York Municipal Bond @ $1.00 each VALUE AT DATE OF DEATH 5,000.00 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 5 000.00 . REV-1508 EX + (6-98) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Deakin. Katherine. S ITEM NUMBER 1. FILE NUMBER 21 06 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. 0207 DESCRIPTION VALUE AT DATE OF DEATH 4,500.00 1999 Buick Century sold 2 Miscellaneous deposit 49.60 3 Money due on cottage at 4 Moor Circle Cumberland Crossing 147,500.00 4 PA State Bank-Checking Acct. #10302651 4,332.40 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 156,382.00 + REV-1510 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Deakin Katherine. S FILE NUMBER 21 06 0207 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 ITEM INCLUDE THE NAME Of' THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DE CD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1. 180 shares Morgan Stanley-ABN Amra Cap VII 6.08% SER 4,472.55 100. 4,472.55 Pref @ $24.85 each 2 Morgan Stanley-Active Assets Money Trust 11,256.66 100. 11,256.66 3 Morgan Stanley-Americaunited Bank & Trust Co. 9,819.10 100. 9,819.10 Schaumburg IL @ 4.4% due 9-30-08 4 100 shares Morgan Stanley-Amgen Inc. stock @ $75.31 eac 7,531.00 100. 7,531.00 5 166 shares Morgan Stanley-Aqua Amer Inc. stock @ $29.41 4,881.65 100. 4,881.65 each 6 200 shares Morgan Stanley-Aquila Inc. Corporate Bond @ 5,018.00 100. 5,018.00 $25.09 each@ 7.875% due 3-1-32 7 3000 shares Morgan Stanley-AT&T Corp Corporate Bond @ 3,042.99 100. 3,042.99 $1.01 each@ 6% due 3-15-09 8 Morgan Stanley-Bank Deposit Program 3,336.09 100. 3,336.09 9 1000 shares Morgan Stanley-Bellsouth Cap Fd Notes Corp 1,080.37 100. 1,080.37 Bond @ $1.08 each @ 7.75% due 2-15-2010 10 2000 shares Morgan Stanley-Bellsouth Cor. Corporate Bond 2,049.31 100. 2,049.31 @ $1.02 each @ 6% due 10-15-11 11 Morgan Stanley-Cash Account #410017307080 74.50 100. 74.50 12 5000 shares Morgan Stanley-Caterpillar Fin Serv Corp @ 7,532.60 100. 7,532.60 $0.93 each Corporate Bond @ 4.25 % due 9-15-11 13 17000 shares Morgan Stanley-Citigroup Global Markets 16,580.44 100. 16,580.44 SER C @ $0.98 each Corporate Bond @ 3.5% due 7-15-07 14 2000 shares Morgan Stanley-Citigroup Inc Senior Notes @ 2,098.11 100. 2,098.11 $1.05 each Corporate Bond @ 6.5% due 1-18-11 15 200 shares Morgan Stanley-Corporate Backed Trust @ 4,930.00 100. 4,930.00 $24.65 each @7.5% due 8-1-97 16 1000 shares Morgan Stanley-Credit Suisse FB USA Inc. 1,035.00 100. 1.035.00 @ $1.04 each Corporate Bond @ 6.125% due 11-15-11 TOTAL (Also enter on line 7 Recapitulation) $ 336.990.24 (If more space is needed, insert additional sheets of the same size) ~ Continuation of REV-1500 Inheritance Tax Return Resident Decedent Deakin, Katherine, S Decedent's Name Page 1 21 06 0207 File Number Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. ATTACH A copy OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 17 Morgan Stanley-Discover Bank Greenwood DE FID 9,150.10 100. 9,150.10 @ 5.15% due 12-18-23 18 200 shares Morgan Stanley-Duke Energy Corp. stock @ 5,654.40 100. 5,654.40 $28.27 each 19 2000 shares Morgan Stanley-Exelon Corporation Corporate 2,100.36 100. 2,100.36 Bond @ $1.05 each @ 6.75% due 5-1-11 20 10000 shares Morgan Stanley-Fed Natl Mtg Assn Stepup 9,473.45 100. 9,473.45 Govt Bond @ $0.95 each @ 4.5% due 10-28-2020 21 240 shares Morgan Stanley-Financial Sec Assurn Hldgs L 5,817.00 100. 5,817.00 @ $24.237 per share @ 5.6% due 7-15-2103 22 5000 shares Morgan Stanley-Ford Motor Credit Co Corp bon ~ 4,910.35 100. 4,910.35 @ $0.98 each @ 4.4% due 6-20-06 23 8000 shares Morgan Stanley-General Electric Cap Corp Coq 7533.12 100. 7,533.12 Bond @ $0.94 each @ 4.15% due 3-15-11 24 100 shares Morgan Stanley-General Electric stock @ $33.07 3,306.78 100. 3,306.78 each 25 5000 shares Morgan Stanley-General Motors Acceptance 4,416.83 100. 4,416.83 Corp @ $0.88 each Corporate Bond @ 5% due 6-15-08 26 205 shares Morgan Stanley-General Motors Corp. @ $19.52 4,001.60 100. 4,001.60 each @ 6.25% due 7-15-33 27 1000 shares Morgan Stanley-Household Finance Corp Notes 1,096.68 100. 1,096.68 @ $1.10 each Corporte Bond @ 8% due 7-15-2010s 28 8000 shares Morgan Stanley-HSBC Finance Corp Corporate 7,860.48 100. 7,860.48 Bond @ $0.98 each @ 3.8% due 3-15-07 29 7000 shares Morgan Stanley-HSBC Finance Corp. Corp Bon ~ 6,698.62 100. 6,698.62 @ $0.96 each @ 4.35% due 3-15-2010 30 7000 shares Morgan Stan/ey-HSBC Finance Corp. CorporatE 6,785.28 100. 6,785.28 Bond @ $0.97 each @ 4% due 3-15-08 31 7000 shares Morgan Stanley-John Hancock Life Ins Co Corp 6,814.89 100. 6,814.89 Bond @ $0.97 each @ 4.15% due 3-15-07 SUBTOTAL SCHEDULE G 85,619.94 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Deakin, Katherine, S Decedent's Name Page 2 21 06 0207 File Number Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER. AnACH A copy OF THE DEED FOR REAl ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPLICASlE) 32 2000 shares Morgan Stanley-JP Morgan Chase & Co 2,112.31 100. 2,112.31 Corporate Bond @ $10.06 each @ 6.75 % due 2-1-11 33 Morgan Stanley-Lehman Brothers Commercial Bank 10,951.27 100. 10,951.27 Salt Lake City, UT CD @ 4.45% due 11-30-06 34 Morgan Stanley-MB Financial Chicag IL CD 24,573.50 100. 24,573.50 @ 3.5% due 2-12-08 35 28 shares Morgan Stanley-Medea stock @ $57.96 each 1,622.95 100. 1,622.95 36 200 shares Morgan Stanley-Mellon Fincl Corp. stock @ 7,157.00 100. 7,157.00 $35.79 each 37 240 shares Morgan Stanley-Merck & Co. stock @ $35.08 8,419.20 100. 8,419.20 each 38 3000 shares Morgan Stanley-Metlife Inc. Corporate Bond 3,105.65 100. 3,105.65 @ $1.04 each @ 6.125% due 12-01-11 39 Morgan Stanley-Midfirst Bank Oklahoma City OK CD 41,712.30 100. 41,712.30 @ 3.75 % due 9-14-06 40 200 shares Morgan Stanley-Mississippi Power Co. @ $24.84 4,967.00 100. 4,967.00 each @ 5.625% due 5-1-33 41 1000 shares Morgan Stanley-MSDW Unsubordinated 1,058.59 100. 1,058.59 Corporate Bond @ $1.06 each@ 6.75% due 4-15-11 42 7000 shares Morgan Stanley-Natl Rural Util Corporate 6,772.01 100. 6,772.01 stock @ $0.97 each@ 4.15% due 3-15-09 43 Morgan Stanley-Providian Natl BankTilton NH CD 12,920.83 100. 12,920.83 @ 3.15% due 6-30-06 44 200 shares Morgan Stanley-Saturns May Dept Stores Co 4,686.50 100. 4,686.50 UT A @ $23.43 each @ $23.432 per share @ 625% due 1-15-32 45 200 shares Morgan Stanley-Southern Co. stock @ $33.63 6,726.00 100. 6,726.00 each 46 381 shares Morgan Stanley-Teco Energy stock @ $16.52 6,292.22 100. 6,292.22 each SUBTOTAL SCHEDULE G 143,077 .33 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Deakin, Katherine, S Decedent's Name Page 3 21 06 0207 File Number Schedule G - Inter-Vivos Transfers & Misc. Non-Probate Property DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME Of THE TRANSfEREE, THEIR RELATIONSHIP TO DECEDENT AND DA TE OF DEATH % OF DE CD'S EXCLUSION TAXABLE NUMBER THE DATE Of TRANSFER ATTACH A COPY Of THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE [IF APPLlCABLEI 47 5000 shares Morgan Stanley-United Postal Servo Corporate 4,626.38 100. 4,626.38 Bond @ $0.94 each @ 4% due 8-15-11 48 100 shares Morgan Stanley-Wal Mart Stores Inc. stock @ 4,521.75 100. 4,521.75 $45.22 each 49 180 shares Morgan Stanley-Wells Fargo Capital VII GTD 4,383.00 100. 4,383.00 Trust @ $24.35 each PFD Sec Trups 5.85% due 5-1-33 ALL OF THE ABOVE ASSETS ARE TOO TO DAVID DEAKIN 50 PA State Bank-Cert of Deposit #30326 ITF Wayne A. 10,023.47 100. 10,023.47 Deakin and David R. Deakin SUBTOTAL SCHEDULE G 23,554.60 GRAND TOTAL SCHEDULE G $ 336,990.24 REV-1511 EX +(12-99) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Deakin. Katherine S SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE NUMBER 21 06 0207 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 George's Flowers-flowers for funeral 172.78 Auer Memorial Home-funeral expenses 683.90 Wayne Deakin-Reimb. on funeral reception 878.19 Diakon-housing expense for purposes of funeral 61.30 2nd Presbyterian Church-funeral expenses 2,000.00 Diakon-housing expense for purposes of funeral 246.31 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State lip Year(s) Commission Paid: 2. Attorney Fees David H. Stone, Esquire 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State lip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 464.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees Smoker, Smith & Assoc.-2005 tax prep. 510.00 7. Cumberland Law Journal-advertising grant of letters 75.00 2 PA Dept. of Revenue-2005 taxes due 215.00 3 US Treasury-2005 tax due 5,908.00 4 Allstate Insurance-insurance on cottage 58.74 5 Allstate Insurance-premium due 42.40 6 The Patriot News Co.-advertising on grant of letters 136..20 7 Moyer's Glass-hauling expenses 200.00 8 Checks written by decedent but not cleared by bank 2,741.86 9 PA State Bank-safe deposit box key fee 15.00 10 PA State Bank-reimb. on bond 221.88 11 Sprint-telephone service at cottage 62.27 12 UGI-gas service at cottaoe 243.29 TOTAL (Also enter on line 9, Recapitulation) $ 22809..55 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Deakin, Katherine, S Decedent's Name Page 4 21 06 0207 File Number Schedule H - Funeral Expenses & Administrative Costs. 87. ITEM NUMBER DESCRIPTION AMOUNT 13 14 15 16 Met-Ed-electric services at cottage United Collection Bureau-electric service bill Register of Wills-filing Inheritance Tax Return and Inventory Reserve for closing expenses 28.43 15.00 30.00 300.00 SUBTOTAL SCHEDULE H.B7 373.43 . REV-1512 EX + (6-98) '* SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Deakin Katherine. S FILE NUMBER 21 06 0207 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Betra Health Care-services rendered 60.00 2 Dr. Thomas Nesland-services rendered 89.00 3 Dr. Stoken-services rendered 124.00 4 West Shore EMS-ambulance service 60.62 5 Continuing Care RX-debt of last illness 28.18 6 Citi Bank-credit card expense 781.34 TOTAL (Also enter on line 10, Recapitulation) $ 1.143.14 (If more space is needed, insert additional sheets of the same size) . "'.''''''''* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES I FILE NUMBER ,. ~ :atherine S 21 06 0207 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Wayne Allen Deakin Lineal 237,209.78 80 King Drive Carlisle PA 17013- 2 David Richard Deakin Lineal 237,209.77 6228 Lockwood Drive Windsor CA 95492- 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) ~ WILL I, KATHERINE S. DEAKIN, of Abington Township, County of Montgomery, Commonwealth of Pennsylvania, hereby declare this to be my Last Will, revoking all prior Wills. PAYMENT OF FUNERAL EXPENSES AND DEBTS FIRST: I direct that my debts and the expenses of my last illness, funeral and burial be paid out of my estate as soon after my decease as may be convenient. DISTRIBUTION OF PERSONAL EFFECTS SECOND: All my furniture, books, pictures, jewelry, silver- ware, automobiles and accessories, clothing and other articles of personal and household use, together with all policies of insurance relating thereto, I give to DAVID RICHARD DEAKIN and WAYNE ALLEN DEAKIN as may then be living to be divided between them as they agree. THIRD: DISTRIBUTION OF RESIDUE All the rest, residue, and remainder of my estate of whatever nature, and wherever situate, I give to my sons DAVID RICHARD DEAKIN and WAYNE ALLEN DEAKIN as may then be living, in equal shares. Should David be deceased, his sh~re shall pass to his wife, KATHY VANNOZZI DEAKIN. Should Wayne be deceased, his share shall pass to his wife, SUSAN B. DEAKIN. ~(J!~ 1 APPOINTMENT OF PERSONAL REPRESENTATIVE FOURTH: I appoint my sons DAVID RICHARD DEAKIN and WAYNE ALLEN DEAKIN, as Co-Executors of this my Will. WAIVER OF BOND FIFTH: No personal representative or guardian shall be required to file a bond in any jurisdiction and if bond is nevertheless required, it shall be without surety. POWERS OF EXECUTOR SIXTH: I direct that my personal representative and guardian, in addition to and not in limitation of any authority given by law, shall have these powers, to wit: A. For any purpose of administration or distribu- tion, and at any time, to sell at public or private sale, any or all, of my real estate for such price, or prices, and upon such terms and conditions, as may be deemed best; B. To retain all stocks, bonds and investments owned by me, and to invest, and reinvest in other stocks, bonds and investments, without being confined to what are known as "legal investments", and to sell or transfer the same, either in person or by attorney; C. To borrow money and to pledge my stocks, bonds or other personal property of my estate as security therefor; D. To exercise any option to subscribe for stocks, bonds, or other investments, and to join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which the estate may hold stocks, bonds, or other investments; 2 id1dr E. To compromise claims; F. To distribute in cash or kind, or partly in both. INCAPACITATED BENEFICIARIES SEVENTH: In order to avoid Court proceedings for the appoint- ment of Guardians for beneficiaries during disability or minority, if there is no surviving parent, I direct that if any person who is, in the Executor's opinion, disabled by advanced age, illness or other cause becomes entitled to any income or principal here- under, it shall be held and invested by my personal representative with all the discretion and powers hereunder, and my personal representative shall expend as much of such income or principal or both as they may from time to time think desirable for the welfare, comfort, support and education of the beneficiary and the balance shall be paid to the minor at majority or to the disabled person when he or she, in the Executor's opinion, becomes free of dis- ability. Notwithstanding the above, any share passing to a child shall be held, during the minority of said child, by the parent of each child as guardian of said estate. SPENDTHRIFT CLAUSE EIGHTH: The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. 3 diFV/ . PAYMENT OF DEATH TAXES NINTH: All federal, state and other death taxes payable, because of my death, with respect to the property forming my gross estate for tax purposes, whether or not it passes under this Will, shall be paid out of the residue of my estate as an expense of the administration thereof, without proration or apportionment. My Executor shall have the authority to pay taxes on present or future interests at such time or times as the Executor deems best. IN WITNESS WHEREOF, I have subscribed my name this 71 day of ~ ' One Thousand Nine Hundred and Ninety-Four (1994). kI~~~,k? ~M.) KATHERINE S. DEAKIN SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix as and for her last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, all being present at the Wit~ NAME same time, have subscribed our names as 10ff;1/ ~({,( W~ ~ / i ADDRESS OtlU1 (/ f<UlV---r.j~\- .? ) /') - 0 I v l I< . ,c#"tr' I" r' . ADDRESS NAME 4 ~UV-'W-'UU~ IU:b'AM FROM-PASTATEBANK EPENN +T1T T03 Z80T T-446 P.001/00Z F-8ZZ ~ Pennsylvania State Bank Attention: David Stone 414 Bridge Street New Cumberland, PA ]7070 Here is a listing of what accounts Ms Katherine S Deakin had with Pennsylvania State Bank at the time of her death on May Sib 2006. She had a checking account that was opened on June 291h 2001. As of May 51h she had $4,332.40. This account was an individual account. ;#: ,0802J.pS f Ms Deakin also had a Certificate of Deposit with us. The account was opened on March 181h 2002. She was owner oftms account but it was also ITF (In Trust For) David R Deakin and Wayne A Deakin. At the time afher death the account balance was $10,023.47. 'l'.fto303;2LP If you need any further infonnationplease contact me at (717)-703-2800. Thank you, Lisa M Kramer Assistant Community Office Manager Pennsylvania State Bank 715 Wenzville Road Enola, PAl 7025 . 'q MorganStanley 4th And Walnut Stteets P.O. Box 12053 Harrisburg, PA 17101 toll-free 800 676 0673 rei 7172556666 fax 7172556651 Stone, LaFaver & Shekletski Attn: David H. Stone 414 Bridge Street P.O. Box E New Cumberland, P A 17070 RE: Estate of Katherine S. Deakin Social Security No. 164-01-6066 Date of Death: March 5, 2006 May 30, 2006 Dear Me. Stone, Attached is a list of the date of death values for the Estate of Katherine Deakin. We are not able to provide the date of death values for the Fixed-Rate Capital Securities, Certificates of Deposit, and two of the bonds. Outside service providers for estate tax valuation are available for a reasonable fee. For reference to such service providers, please see the following links: www.appraiseni.com and/or http://www.evpsys.comlsoftware/. I have also included a copy of the account's February statement which shows the asset value for each security as of February 28, 2006. Please let us know if we can assist you with anything else. Very truly yours, L-~ Cristin Lantz Client Service Associate The Bartoli Group f' . \ it Se.-..X Eu f ~~ Katherine S. Deakin 410-017307-080 Account Valuation as of March 5, 2006 Cash & Bank Deposits Cash Active Assets Money Trust Bank Deposit Program Common Stocks 100 Amgen Inc 166 Aqua Amer Inc 200 Duke Energy Corp 100 General Electric 28 Medco 200 Mel/on Fine! Corp 240 Merck & Co 200 Southern Co 381 Teco Energy 100 Wal Mart Stores Inc Preferred Stocks 180 ABN Amro Cap VII 6.0800% SEA Corporate Bonds 5,000 Ford Motor Credit Co 4.400% Due 06/20/06 8,000 HSBC Finance Corp 3.800% Due 03/15/07 17,000 Citigroup Global Markets SEA C 3.500% Due 07/15/07 7,000 HSBC Finance Corp 4.000% Due 03/15/08 5,000 General Motors Acceptance Corp 5.000% Due 06/15/08 3,000 At&T Corp Bond 6.000% Due 03/15/09 7,000 Natl Aural Util 4.150% Due 03/15/09 1 ,000 Bel/south Cap Fd Notes 7.750% Due 02/15/10 7,000 John Hancock Life Ins Co 4.150% Due 03/15/07 7,000 HSBC Finance Corp 4.350% Due 03/15/10 1,000 Household Finance Corp Notes 8.000% Due 07/15/10 2,000 Citigroup Inc Senior Notes 6.500% Due 01/18/11 2,000 J P Morgan Chase & Co 6.750% Due 02/01/11 8,000 General Elec Cap Corp 4.150% Due 03/15/11 1,000 MSDW Unsubordinated 6.750% Due 04/15/11 2,000 Exelon Corporation 6.750% Due 05/01/11 5,000 United Parcel Service 4.000% Due 08/15/11 8,000 Caterpillar Fin Serv Corp 4.250% Due 09/15/11 2,000 Bel/south Corporation 6.000% Due 10/15/11 1,000 Credit Suisse FB USA Inc 6.125% Due 11/15/11 3,000 Metlife Inc 6.125% Due 12/01/11 200 Aquila Incorporated 7.875% Due 03/01/32 AAMT BOPS AMGN WTA DUK GE MHS MEL MAK SO TE WMT ABN.G Date of Death Value $74.50 $11,256.66 $3,336.09 $7,531.00 $4,881.65 $5,654.40 $3,306.78 $1,622.95 $7,157.00 $8,419.20 $6,726.00 $6,292.22 $4,521.75 $4,472.55 $4,910.35 $7,860.48 $16,580.44 $6,785.28 $4,416.83 N1A $6,772.01 $1,080.37 $6,814.89 $6,698.62 $1,096.68 $2,098.11 $2,112.31 $7,533.12 $1,058.59 $2,100.36 $4,626.38 $7,532.60 $2,049.31 $1,035.00 $3,105.65 N1A . Fixed-Rate Capital Securities 200 Saturns May Dept Stores 6.250% Due 01/15/32 180 Wells Fargo Capital VII 5.850% Due 05/01/33 200 Mississippi Power Co 5.625% 05/01/33 205 General Motors Corp 6.250% Due 07/15/33 200 Corporate Backed Trust 7.500% Due 08/01/97 240 Fin Sec Assur 5.600% Due 07/15/03 NJA NJA NJA NJA NJA NJA Government Securities 10,000 Fed Natl Mtg Assn Stepup 4.500% Due 10/28/20 $9,473.45 Certificates of Deposit 13,000 Providian Natl Bank Tilton NH 3.150% Due 06/30/06 42,000 Midfirst Bank Oklahoma City 3.750% Due 09/14/06 11,000 Lehman Brothers Commercial Bank 4.450% Due 11/30/06 25,000 MB Financial Chicago 113.500% Due 11/30/06 10,000 Americaunited Bank & Trust 4.400% Due 09/30/08 10,000 Discover Bank Greenwood De Fid 5.150% Due 12/18/23 NJA NJA NJA NJA NJA NJA Morgan Stanley OW Inc. and its Financial Advisors do not offer tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions. This material was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Oil n H ri 0 11 Oil ~ . CIl -.I ~ III .. ~ I\) ... Ii! 0 . it - - - - - - ~ ... . 1.01 I\) 1.01 01 ID CIl 0 0 Oil 8 'G Oil ... ... -.I 0 .. 0 1.01 0 11 0 -.I ID 0 III ID .. CIl ... H1/2 ... ~ 01 CIl .. .. -.I ... .. ID OH :l . ID CIl .. ... .. ... 0 III t='G Oil D ... 'G III I\) -.I 01 1'1 'G -.I 01 ... . 01 ... ... -.I ~ I\) 1.01 ~ :IlI~ ~ 'tl 0 1.01 0 ID 0 0 . III ... III ID 0 1.01 0 ~ ... 'tl ... c: =112 . ~ 1.01 el D I\) I\) I\) I\) ... I\) I\) 01 a .. 0 0 0 CIl 0 0 0 0 0 III 0 0 0 0 0 Iii" . 110 ... :l fl llllOJ ~8 0 on 1113: ~~ ~H~ '8~ H ~~ 11 OiIH H !is OiIH :l . ~! ~i3 < 112 1128 :~ He:: ~ ". . 112112 IlIH Oil ~ 10 .... ~ :IlIH ~1/2 1/2f; 010 ...~ 0 112 IOJ 8 . ~~ 1'1112 =1 N 112 -.I 11 :l IDOiI I\) H H a i3 110 -.11'1 III ~ O'G ~~ CIllll 0 I\) 0 III'G -.10 1'1 ~ "'112 ~~ 0 i: OH 14 III 112 01'1 ... 1.01 1.01 0 0 < 1.010 ~a = :::8 1.01". 1\)0 1.01 ID 01 :Ill ... 8 1'1 I\) " '* H It I: 0 'G ... 0 'G 0 0 i3 0 Oil III ID Oil :l 112 I\) :Ill " H 110 ~ Oil " ; 112 I\) i . :Ill ... 0 ~ 0 .. 0 0 5 0 " III III Oil I\) III S IOJ 0 112 ~ III 112 0 0 llll: fA 01 0 0 0 0 IOJ I ~ 1:: 1.01 t' " 0 0 0 e ll.E III 0 " 00 I\) 00 00 00 00 I\) 00 ~'G III 1.011.01 " 1.011.01 1.011.01 1.011.01 1.011.01 0 WI\) 11I112 "" ... "" "" "" "" 0 "" OiI~ . 1'1 00 01 00 00 00 00 01 "'1\) 11I0 112 i~ 011.01 " 011.01 011.01 011.01 011.01 Ocll III c: I\) :l 0 . ! 0 15 III .. Oil 01 'GH H 1\)1\) 1\)... 1\)1\) 1\)1\) 1\)1\) :IlIn 1:: .... :2 OlD .... E 1.011.01 11I11I Hill Qt f Oil 1.011.01 14 011I IDID 11I11I ...... =e 1\)-.1 cIl.. 11I0 III.. 11I0 11 00 0 00 00 ! 00 00 III g. ~~ 00 1.01 00 00 00 00 " ... III ~OiI 0 &: H " ...... ;g~ I\) Ii! 1\)1\) I\) ...... 1\)1\) 1\)1\) 1\)1\) 00 0 .... 0 IDID .... ~ 1.011.01 11I11I ...... 0 0 H" 01 0... 01 "0 -.1-.1 ..I\) 00 "'01 011I CIlcll ..I\) OlD 'G 0.. 11I01 0111I I'IH 00 00 00 ~ 00 00 1\)0 0 00 00 00 00 00 00 0 1'1 ......... 1\)1\)1\) ......... 1\)1\)1\) Oil 1\)1\)1\) 1\)1\)1\) 000 ~! ...... IDIDID ...... III 1.011.011.01 11I11I11I ......... H 1\)1\)1\) 11I-.11\) CIlCllcll 112 ....1.01 0"'0 .....01 1.010-.1 I\)C71C1l WI\).. W-.l1D IDOCll 1.010111I III -.1011I 000 11I11I11I H 1\)11I0 000 1.011\)0 11I00 000 000 112 11I00 000 "'00 000 000 000 112 000 000 "'00 Iii . 112 I\) I\) e" -.I -.I ~ .. .. .. ~ 1.01 lii~ 0. U. cIl "0 ~ 0. 0 0 01 1.01 ... 0 01 cIl ... .. ~ ~ -.I ... -.I 01 cIl I\) 14 cIl 0 0 01 0 it. 0 ID .. ID 0 0 0 0 0 ID ~ri <0 "1II ... !iHi 1.01 III m 01 ... III Oil., -.I N III 'G UI UI 0 ~ ~ ~ ~ ~ ~ ~ III 0 0< I 112 112 112 112 UI III ~ 1'1 c: III 1'1 III 1'1 III . ... Oil 112 ... . . IT >'.I <>'.I . C l:J' .... l:J' H ~ " .... . .... >'.I 0 . .... . !2 0 ~, It " ; It < . o . >'.Ig .....'ll C'll . 0 It 0 Hrn ":s It It 81;: .0" . " >'.I " 8-. ell .... :Ill~ ~ i'. . ~. '" . . III .... tI ....:s0 "'ll It . It . .... . . .g :s .... 'll 'Cl Itf~ . . It I " It . 0 . · a I: . :s ern .... i- o " ' . !ii..... :s :s .... ~ ~. . " 0 ....:s 'UoQ 0'< Et '" 'll < C o · i 1IJ'U ~. ~. t!~ :s "'. t.<H .... .... . rn o . . 01'1 :s 110 i~ . 0 IT:S tI . '< .... ~ ~ 1'1 It '< rn . C ' 110 0 . -.I :Ill .' I~ H g. ~ 'U >'.I u. >'.I. ' 0 H . l:J' 0 !i! o . .... o. " :s 140 e .... '" >'.I'" ":s 0 Ei 1'1 o :l' B 1'1 14 :a~ Hit 0 '5 14. "'l :s "0 !il. tI oQ .... :s e ~e . 0 C! :s :s .... . . ~ ea III .... .... 1'114 ;.2' 1'10 rn ,~ o :s . e l'I C CO. ! :: ""110 H l:Il .. >'.I g ~',a !i! 'UH H :IllGl 1:= ~::g Hili rn 0..... if >'.I o :s l'I 1'It; e~ ~ i- ~ ~ It llC g. g.C H It 0 >'.1"0 l'I lit 15>'.1 00. !!l H ~IT . ;g~ '" i 0 Ii' ~ I H 0 Z H..... ell I ~ i' !'l 0l1li I'IH tI '< 110 .... 'll .... It :s . . 0 o l:J' < ~ "0. ~! C 0 ....." ~ 8:1100 g.gi' l'I C " · IT ~ "..... o - .... rn It It ~ l'I o . .... ~~ C .... . :s ..... ~!. :s ... '!l,a 0 :s S~ <0 .....:Ill !ill; >'.ItI 'Cl 0 6 I ~ >'.I rn '" ~ Q) - c C'Q +oJ en P'C C'Q b.O ~.. o ::!: . ~~ OeO UC'\j U). <ct ~~ ~ct om =~ ~~ ~5 ~~ ~~ ~i E--ct ~~ o N u.. o OJ u .~ .;:: OJ C V) c ,-to<l: OJNen EM c OM'- t;;d>:E~ ::I to 00 uO?-ID~ <l:8Vl~ <l:005-- <l:"':'::r:~ w ~ <l: c... '- OJo .coo Eo ::Ir- Zo ....M cr- ::I..... 00 Uo u..... <l:v Qj 'iO o OJ c ;';C (1J0 C:E ::10 Ou u . u>, <l:~ '-c ::I(1J 0.... >-~ Vl(1J Vlen OJ'- uO uE <l:. i o o V) r- I- w 0 Z -I ~ :;;:: ~ M <l: .......we; w ....-Ir- ozt/iu..... V):;;::o~<l: ~w<l:l-uc... v~wl-Ww ~o::ouo::~ oWowo- ~~>~5Eo! M<l:<l:::)""'<l: e;:.:::oV)vu r- ..... ~ d V) >- 0:: <l: eJ o co..... u ~~ u <l:r- ~ 0::..... ~:3 I- Slo v: .- I- >- . >O::wl-<l: "O<l:-IV)c... <l:COZI- . co <l:::)~tO 'u ~ I- Z 0:: $ c:::::iV)-I::) to (1Joz<l:co,;, .5 I- <l: ~ V) Lt'l u..O::~~~N 5~g::r:a:::;:::- ~o~~~;:::: o o r- 0'\ M Lfl N M {/} g C\I .... C') ~ ca ::J C ca ., ! ~ 1i 1/1 011( i o .... ......l!.l OQ) *l2 '<( Q) ~ ~ co N '" co M 0000000 NOOON 00000 0'\ '" o 0 000000\.0 ooooaoU"'l 0000001..0 r- .,. .,. .-; .-; .-; Vl Vl C OJ o ''::; "';:; .C 0. Vl :J ...... E.... al J!l Cli) .g; 'gC V):C S'- OJ '-::J OJ OJ uEJ 0:: Uo Vl 0 uC -- -U (1J-00 011(- .jg Vl $9 U ti $9N .."0 OJ....oOll( Vl'-Vll-ON ::J C Cll .- I- .. :J .... O(1J ual ::J "Ococ...:c ~ >"OVle,- >Oen;::oCll c OC.<:=c...U CU(1J....O (1J .....g;[gVl'- O:.i2....-i5Vl'- co 1/1'-> ~~ .... al:C-S-g~ .. OJ (1J .... 1I).c OJ.- :J .... :OOOV)O :suo~u..o 5 ~ .. .. MO"lO~O'\OOlJ)ooa ~COOON00f"'1000 rl ~ M 0 .-; \.OIDooaooaaONON LI'lNO\DLl'lOOr-iooooa \DL.f'lOMNoar--aOLf'lOU'l f'~ 0"1\.0 N 0 0 <q1C'-- f'U") .--i r-- r-- .,.0 .-;'" {/} N'" M .-; '" o .-; '" '" N N M M {/} {/} *Vl .... CllVl 'Vi E OJ t; ''8i 8.. 8:E :JoOJ ~ E 5 ..:: g-g GI ~ .jgalal c:oe ~ c c xV) Vl OJ- :J > ~ SLi:c:-gS~.E OJ .. -OJOJ:JVlOJ-- .2 GI -g (1J'iOEu..~'iOli) (1J :I (1J Vl'~ 6 E co E .g:E '- :: u.. ~.- 0. OJ:J .-:J OJ OJ.c- ~ g 5 '- >:;.<:=t: C.c Vl VlS ~cil~8<3~::5c3~o~JO co N o 0'\ o ~ '> -= U 011( . 1/1 :l:: 1/1 8. ~ ~ C ca m Us 'C C ::J ~ I ca :E >- GI C o ~ II) ca (J GI 01 C l'lI .c (J Qj Z NOOOOO'l;f'\O r--aaOOOf'qt oooaoOr--co .-; .-;N o N N N .-; M {/} .sa ~ ~ ~ m >: NO'lOooaoool""""l \DLI'lONOOOr-iOU'l qtC"'1Dr-iDOOr-iaO CX)<q1 \D <q1 M V>-N M "ltl...... .-; -s c: ~ .!{l ~ I""lmocooooooO'J t""-MOOOOOr-iON NNOo::;flOaOr-ioa qtrl CT\ <q1 0'\ <J}rl ~ o;tl 0 .-; {/} in ...... ~U'1 (/"/...... .~ o.!!! t;;.Vi 0. U.<:=:JO OJ E5..::g- ~ .jgal al c:O c c xV) Vl OJ- (1J 0 .- ...."0 E 0 GI co COu..CC....Vl E -OJCll:JVlOJ 0 "0 (1J....Eu..OJ'iO U c o.(1Jc_>u C co VI 'f:) 25 i... co.E t;: L..- u.. ~.- 0. OJ:J .- OJ ii ~ g 5 '- >:;.<:=t:.c.. ~cil~8<3~::5c3""~ N .-; M ..,. r- r- .-; N CIl ::J ~ 1i 1/1 011( .5 & C ca .c (J .. CIl Z N {/} N o ~~ 'r- , \l) :N ..,.., >fh I I .~ :::J i ~ . I I I ~ ..!!.1 5 ~ g 8 '<( Q) .!:! o G U f!: V) '- OJ .c E OJ E 1: il! .~ .... ::J ~ .... .E tQ & l! Q) 5l 5l m it u E ~ o >, OJ "E fl V) c (1J en '- o ~ .c en :J o '- .c .... '-;0 LflO 00 M {/} n N {/} "0 OJ '- & o OJ '- (1J Vl OJ u .~ OJ Vl "0 C (1J Vl .... C OJ E .... Vl OJ > E coo NO 00 '" {/} o .-; {/} "ti @ 1}l .S: 1r (i) ~ ~ & 11l ~ "2 S:2 fi: ~ l)! ::J .~ S:2 fi: .... .E .J!! :9 .!;2l trJ OJ E OJO Eg 0- u.... co. -E OJ OJ -x ~w xx (1J(1J 1-1- . " ~ 0 N U. 0 l.rl .. .. .. .. .. 0 0 0_ 0 0 L.l.J .... r- .-< N '" '" t:J r- ~ U'l U'l- U'l ID ro Wo ". '" '" ". + N ro e:( .0 CO .0: '.0: .0: .0: ro .0: Cl. Eo U'l U'l U'l U'l U'l :J" c: 0. 0. 0. 0. 0. 0. 0. ~ ~ ~ ~ ~ ~ ~ <<l Zo :>< Ul :>< Ul :>< Ul :>< Ul ~ Ul Ul Ul ....M ~ 1-< 1-< 1-< 1-< C" H H H H H :J..... 0:: '" 0:: U'l ~ .-< ~ .-< 0:: .-< 00 .S2 ~ 0 ~ 0 0 0 ~ 0 Uo ....... ....... ....... ....... ....... u..... .s: ;Ji ID ;Ji 0 ;Ji U'l ;Ji ID ;Ji r- 0 e:(..,. 0 .-< N 0 N ~ o~~ ....... ....... '" ....... ....... .0: N ,!!1 ON '" ON 0 ~~~ 0 N.-< N ~ ... 1-< 0 1-<.0: 0 1-<.0: .-< 1-<<.-< ro Z ~ .S;? 0 :>< W 0:>< W 0:>< W 0 :><W O:><W :>< :>< :>< - ~ .-1 0 ::> .-10 ::> .-10 ::> .-1 0::> .-10::> 0 0 0 0 :g WO Ul WO Ul WO Ul W Oul WOul 0 0 0 c: HO ul HO ul HO ul HOUl HOUl 0 0 0 ~ E- ~ '0:( :><;:;: H :><;:;: H :><;:;: H :><;:;:H :><;:;:H ;:;: ;:;: ;:;: Z EC! ;:J 0)- r- '" ". r- ". 0 N 0 0 .c:(I) 0 cO' .S ~ U'l ". .-< ". .-< .S:1 ~ .-< .-< c....i U C'i 2"" i- u.l!a .-< .l!! Cl. U ). ~.s: uflll Vi <( 0: (I).!!l .... ~ ~S Q) ~ .0 u ~'O E 0: Q) .... ffi c:32 .~-g E 0 !g.!!! .. .. o'P .. .. .. .. .. .. := 1..1: '" CD .-< '" r- U'l U'l '" 0 -(I) u ::J:>;: N ". CD '" CD CD r- ID 0 .l!!Q) U ~ 0 ai.s .E @ ". ". U'l U'l U'l r- ". ID ID ~- 3: en is ""Cll a E- ~ ~Q) l;l.. >. ~ ).:~ 0 0 0 .-< '" '" 0 N '" ~lll Q) 0 ". N ID CD '" r- .-< ID en N '" .-< .-< '" '" '" N ~~ C en i: -u <( LYJ.s: ". Cll::J ~ ~ lllal (/) ~ c ~ ._ CI) ctl 2: 't:'to.., e' 'OJ!! ::JO E- o: .. .. .. .. .. .. ,." ,." .. U 0 U -Q) ": '" ID '" 0 U'l '" ". '" Q)g> ~ f2 &~ lIl._ <( .-< N 0 0 .-< .-< .-< .-< .-< Q).g .r: '" OJ ~51 :J 0 .... Q) 0 N N 0 '" 0 0 0 0 c:Q) .r: ..::! '" '" .-< U'l ID 0 CD 0 0 -~ .... ~ U'l .-< N N ID N ". CD '" "'2....: al U'l CD ID '" N .-< N ID CD .... ID U'l 0 0 .-< 0 ID ID '" .~ Q) & l.(t; ". r- N .-< '" U'l ". ". ". ...Cll 0 0 .S2E .-< Q) ~~ .... ctl lJ1 0- Q) ~.S U -Q) .~ c:u Cfl"'2 !g';:: ID ". ID 0 '" ~c: CI.l ::J1l: 0 r- 0 U'l N ID ". U'l ::J'- lJ1 0 .-< r- .-< N N 0 '" '" !Jl.l!! "C '-.0 c '" ". '" '" ". U'l '" ". ~o ctl '" '" 0 0 0 N N N .-< .-< .-< ~~ lJ1 .... C ~~ CI.l .-< .-< .-< .-< .-< N N '" E .-< .-< .-< .-< .-< '" '" '" . Cll .... ....... ID ....... ....... ....... ....... ....... r- ....... CD ....... CD "0,2 lJ1 U'l0 U'l U'l U'l .-< '-<0 U'l0 ~ '-<0 Q) .-<....... .-< .-< .-< 0 0....... .-< ....... 000....... c:u > .......U'l 0........ ....... ....... ....... ........-< ....... r- C-' p.........N CllCll .E CD.-< 0::'" 0 U.-< N "'0 '-<0 ::>U'l0 ~32 0....... 00 .-< Z.-< .-< 0....... ul 0....... H 0::0....... ~ CD U H '" W U'l H 1-< U'l .g 8 ww 0 W Z W W W W 0 o::w 0 :> W 0 u::> :>::> 0 ::> <::> ::> ::> 0::> ul::> Il: CD HO Z 0::0 H 0 000 0 0 oz ~ 1-<0 Z :i!~0 Z - :> 0 W 1-< ::> W 0 00 0 0 -Cll - 0::U'l ulU'l (:i U'l U'l .-< 1-< U'l 1-<1-< 5i.s W.-< 0 .-< .-< ro .-< 0 (:i5g ~ 1-< .-< 0 HHro 0 C * ul 0 Z 0 r... II) 0. 0 o.gW 0 ~Q) :>< Hp.. 0.1-< :> U ot-:> ,S! W .-1 < r... * .-1.-1 0 r...w O::U W 0 W 0. U'l 0 ::>U'l U U'l o..::! <<S a ~ w:r:o ul 00 ooZ 0 O:::><N .C: t-:>N W:><N E ~~~ j....... u....... 00....... u....... 0.-1<n- ! :><.......<n- OOO.-1<n- . ~ +J 0 0:: H:>< ~~ uo:: ::s ~~ C-' 0:: (l)Q) l- e <0 .-1~ :r:o. 1;l;Ji Z1-< e ~ ~~5w ~.,c: en Z C,I 0.;:;: W 5< HOW ~ t-:> W C .-1 H W .-1 ul .-1 r...o. .-1 . - ~ - 0.. ro 0... 0.. 1-<.. r..... j"ro ~ .. ~ ~~j . e:( WO j 0::0 ulO HU'l HU'l H~j - 0 00 'B ~ 1-<0 WU'l .-10 ON .-1N 8 !! ~ U'l .-1 OOU'l P'C L.l.J HO .-1 1-<N .-10 W.-< 1-<.-< ::>CD6 N 6 .-1::>CD.-1 az l< 5": t5 < . W 0:: W o. '2- W 0:: . < ~ t: u". roID u ID ;:;: ID <r- - 00 ID ~1-<U'lU <<S (/)- e !! ~ en ~ (j b.O We:( ~ ZL.l.J - ! ! C':l !... era "'" e d! lJ.Ja &. 0 0 0 0 0 0 0 0 0 I_ e 0 0 0 0 0 0 '2 0 CD 1-> "'" e- o 0 0 0 0 N N .-< ~ e:(e:( Q U'l CD N .-< '" ~a U 8 ,~ 1..1: . , . " 0 N u.. 0 to "" 0 W '- N t.? ~ III N <( ClJO III ~ '" .0 CO III III a.. Eo ... ::J.... c: a. a. a. a. ~ c: >J ~ '" '" '" '" ~ ZO CfJ CfJ CfJ CfJ l!! ....M 111 ~ E-< c.... ~ ~ Ho. ::J~ a:",... 00 .l2 ~ .l2 ~Ul~ Uo 8 u~ ..5: 'Cil ..5: ~ ~ 13 <(,.,. -...:l ~ ~ III N .c: ~ f' ,S! M H M ~ o 0 "'" lIlE-< ..; ~ E-< MCl ~ :2 a: ~ .Q Cil :>< :><Cil :>< :>< Cl:><Cilo. g ~ Cl 8~ Cl Cl ~ ...:lCl~o. 0 0 0 '5 CilOCfJCil 0 00 0 0 HOCfJE-< ~ Eo.; ~ '<( :E :EU :E :E ~ '<( :><:EHCfJ Z ~ E-e ~ C'l 0,.... 0 0 0 0 0 N ~~ 0,.... '" '" .c:Cll 0 CIO~ c:CIl M .50 ~ ... ... .S,! E U '- ill M ~~ M M U c-.. 215 s~ <Il- .c:~ ~.l!l a.. U ). (.).... M ~~ Vi ~..5: <IT ~..5: IJ)"CIl -< Q: 85 Cll.!{l '- liIJ ~ ~s ~ II~ ~'O E u Q: ClJ - 1:32 1:32 0 m 2~ ~-o E ~.!!! ,." "" "" "" "" "" ~.!!! "" "" :0::53 = LL: 111 M 0 00 0 I.D 0 0 u U ;:,>: I.D ... I.D r- r- M ..!!1 ;:,>: r- r- .l!l ~ 0 ~c: 0 c:Cll .E: @ 111 '" r- 111 I.D 111 Ill.l!l ... ... Cll-S "'CIl CIl.... :?: 00 is ~fij ~11I 0 Eo.; ~ ~Cll :::ll:l ~Cll !;t. >. liIJ ~~ M 0 111 I.D 00 00 ~~ 0 0 ~CIl ClJ 00 00 N r- M 00 111 .c:0 111 111 ill~ ....(.) N M M M 00 00 ....(.) ... ... c: 00 i: LYl..5: ~E LYl..5: <Il- ",'c: 19 -< M I.D ~l 111;:' i <IT ~~ (/J liIJ c ~ 1:) :o::CI) co ~1ii 'c: .... OJ - 'O.l!l 'O.l!l ;:,0 '- Eo.; Q: "" "" "" "" "" ,." ~~ "" "" ~Ol 0 U ....Cll 111 0 111 00 111 ... ....Cll '" '" :2 f2 (.)l:j CIl'- ct~ CIl.S -< 0:.'<( M M M M 00 0 ::::1l N N Cll.g .!:: ... 13 ill OJ ~~ ::J ....3f; 0 ~5 '- Cll 0 0 0 0 0 0 N Cll 0 0 ..5:Cll .!:: ..:! 0 0 0 00 00 I.D N c:0 ..:! 111 111 .... CI) aJ ~ N M 0 N 00 M r- 0.9 ~ N N i....: r- 0 M M I.D '" r- I.D I.D '- '" .... '" 00 M r- M II 8, 111 111 .~ ill & , u:~ ... M ... 111 00 N '" '" ....111 0 N M ~lll <IT .l2E M ClJ <Il- 111 '- ..!!1 ~~ co '" .50 Q. 0..... ClJ ~fi "5i .50 U 1:Cll 1:Cll .~ ill.g ~.9 ill.g 111 CIli Q) ~o:. I.D 0 111 N c:~ Eo:. N ~c: '" ;:,'- 0 00 I.D I.D N ~'5 <3 I.D ~.l!l "0 '-.Q C .... I.D .... ... c:..5: 111 :",0 co N M N N 'g..c: '" ~1l '" -~ .... ~11I c: ~ ~~ Q) M M r- M II) Cll~ 0 E M M '" 0 .S! 1:)=6 N . 111 .... '- 00 '- 0 '- r- '- 00 '- I.D "g~ '" MO ll1M MO 1110 .~ II ~ %~ 000 ClJ 0'- M '- 0'- M '- N '- 11115 > '- M '- 0 '- M '- M :::s ....0 '- 0 .E: 1110 r-N OON r-M ~ OM iu32 0'- 0'- 0'- 0'- '--0 M '- ~ 111 r- E-< M r- ~fij M (.);:, Cilo Cilo CfJCilo Cilo ~~ Cilo (fa O~ ~ ~~ ~ - ::> Q) UClZ o.OZ a:OZ oz J!! ~Ci) oz .... 0 a: 0 E-< 0 0 cn:.::: 0 ....111 a: 0111 M .... 1:: (.).c: -- Z 00 ai-s - CillIlO UMM 000 E-<o 2- Cll '5~ ~ CfJ NO C * II) ~CilO 00 [:jc.'J~ Uo ~ ClJ CfJ 0 :: SCll * :! or... CfJ...:l 0 (J E ..5:~ ..; 0 E-< . a. 111 ~i;~ U~ll1 a: 111 ClJ * DUO .... O..:! co 0 4,l '5 :><N ";";N ~:><N .e .... .c: * ~c.'J '00 .~ . ~ 0 E ;;;5l<ll- E-<'-<Il- lIl'-<Il- CfJ...:l<IT .s co ~c: .~ E-tU1..........rl ~ ~~ III CfJa: ~ .... 1110 ~:Eog;<Il- e CllCll t- o ~ 0.E-< CilCil ";E-< (/J ~c: ~.c: en Z CJ HOCil I-JCil E-<r...Cil OCil 't. '2 Vi .... ...:lOO";Cil ~ oS CfJ ...:l ..:i ...:l ~""~ U ...:l 'c E-<o ...:l . ..... :x:: Ul""lIl ~""lIl Cil""lIl Cll .~ co '5.Q :s ";'-""lIl . - ~~j Cil5;j 00 CfJgj .~ ....J ~iil z~gj ... <( ~ J!! 0.0 LL: !l II) ii P'C w 4,l .... ~~~ ZN...:l ~~~ ZI.D...:l LL: ClJ o~ .S! ~6"U;~ Oz ~ 2- Cil ...; H ...; .e U 00 ~ :Ell1U l'JI.DU Ur-u r...ll1U - c: -o.l2 t) C1..rl...rU e co (/J- J!! e Vi fij.s .... & :x:: (J c e bD w<( 4,l ~ Q Q) ....ill 4,l Zw .... .e e- OJ E ~ ~o = c: ~a ~ ~ s.. ~ 8 co ~E E ~ wo &. 0 111 0 0 .!:: 1ii 0 0 :1:- i 0 0 0 ... ~~ 4,l 0 t-> s.. N N N N - U ~ ~ 0 i ~ <(<( 0 J!! Q) 0 "0 0 ~Cl U .~ ~ Z cJ If M ~ LL: . ., . ~ CD - C ca +J C/) P'C ca bD ~ o :E . o N u.. o r-- I..l..J <.9 <( a.. ~~ OCIQ UC\j U). <ct: ~~ ~ct: Om ==Li: ~!E 00- E--i ~L&J ~i: ~~ =:::5 t)~ <I.&:. o o ~ 2 ~ <( I..l..J O2 (/)- ~ 1..l..J<( 21..l..J 020 l..l..Jo I- ~> <(<( ::'::0 .... OJo .coo Eo :::1r-- 20 ....M c:r-- :::1...... 00 Uo U...... <(-=t c: .52 ~ '" .Q ..5: ~ 't:: :g '<( l:llUj .S: !l) 2~ u.... ~..5: c:3:! ~.91 :J:>:: CJ ~Q) >-:~ "-u ~..5: oJ!} "-3l ~~ ~ ~ c:Q) !l).g ~ct CJ * * <Il .il:! - .... '" = ~ 00 - c ~ e E ~ ~ Q ~ o r- M ... <Il- .... c: OJ E OJ .... ro .... (/) .... Vl ro ...J OJ U c: Vi OJ Cl c ro .c: U a:i 2 c: .0 ~ .Q ..5: ~ .52 ~ '<( ~"- ._ III 2E:! 8.l!:! '<(..5: ~32 ",.91 8:>:: ~Q) :>::E "-0 ~u ..5: .... O.l!j "-Q) ~l:l '<( "" o ... "-Q) ~~ Cll~ ~ M '" o '" 0'1 '" ..... ,,-Q) ~.g !'act ~ ..... 0'1 M 0'1 0'1 ~ * * '1 ~ Q """ Q 1l ~ CJ &::: ~ ~ U Z ~ ...:l H f-< :.: ~ o:l ...:l f-< ~ ~ H o "" H 0 :> Lfl o ..... 0::0 o.UM o o o M ..... o Iil 0::0 ::>0 ""Ul OZo "'HO '" 0 0'1 U . . H M ...0..... ~<J)- ~ H ~...Iil 0::> '-...:l ~o~ :f;M:> '- 0"'>< f-<Of-< H 01il0:: ...:l::>::> IilUlf-< ~~~ '" '" "" '" ..... M 0'1 o ... "" '" '" ..... o M '" ..... r- ..... ... Lfl ..... M 0'1 0'1 '" o '- o M '- '" o :.: o >< f-< H U Iil ::> o ~ ~ o :.: ~ o:l f-< Ul 0:: H ~ o HO :f;UM ..... M U Iil o ~ o o o '" ... o Iil 0::0 ::>0 ""Ul OZo r-HO '" 0 o U . . H '" LflO... ~<Il- >< f-< ~H Lfllil 0::> '-...:l ~...~ :f;.....:> '- 00'1>< f-<Of-< H 01il0:: c;Jiil~ ~f:3~ o '" r- "" r- r- M Lfl r- Lfl ..... "" ... M r- '" ..... Vl 0'1 o .-< r- Lfl Lfl 0'1 0'1 '" o '- ... ..... '- 0'1 o '" o '- o :;]0':::' HU..... U ..... O::f-< 1il::>1il ~~8 UH>< Uf-< Ul H &l~~ ~j~ O::f-< o:l:;]@> ~U)~ :E:':Lfl ffi~'" ...:lo:l... Iil ::> o >< f-< H 0:: ~ ~ @> "" o Lfl r- o o o ..... ..... o Iil 0::0 ::>0 ""Ul OZo O'IHO ... 0 o U . H..... LflO..... ~<Il- ~ H ~Lfllil 0::> '-...:l <l:o~ :f;M:> '- 0.....>< f-<.....f-< o Iil ~H ...:l::> IilUl ~~~ o '" ..... "" '" ... ... 0'1 '" ... "" '" Lfl M Lfl r- '" "" Lfl r- o Lfl M r- Vl ... '" ... 0'1 '" '" 0'1 o U ...:l H o 15 H :r: U 0 o ...:l ~ :'ip.~ U::>1il ~~'" Zf-<"" t--l-(f) 0 ~'-O OLfl o:lH :f;~M o o o Vl '" o Iil gj ""Ul oz O'IH ..... ...U . H ...0 ~ ~ H 0::... ~.:;: ~~ '- 0'" >< f-<00f-< IilH o Iilo. 0:: c;Jiil~~ >:~t;~ '" M o o o o o Lfl '" <I} Iil o ...:l :; "" o M o ..... 0'1 ..... '" 0'1 ..... 0'1 ..... '" 0'1 '" o '- '" ..... '- N o o U f-< Ul o 0:: f-< Iil o o Iil ~ 0 o :.: ~8~ o:l~ 0. O...:llil IilHUl f-< '- ~~~ ~~"" ~~g Iil:r:... ~~.,: '" ..... o o o o ..... o Iil 0::0 00 ""Ul ozo ",HO Vl 0 .....u . H 0 LflO..... ~<J)- o Iil 0::0 00 ... Ul OZo "'HO '" 0 O'IU . H 0 LflO..... ~<Il- >< f-< H ~Lfllil 00 '-...:l <l:o~ :f;M:> '- OM>< f-<Of-< H Olil~ ...:l0 IilUl ~~~ >< f-< H O::MIil 000 1-<'-...:l ~"'~ :f;.....:> '- 0"'>< 1-<01-< H Olil~ ...:l::> IilUl ~~~ M '" ..... ..... o ..... "" '" ... ... "" '" '" Lfl o ... ... Lfl ..... Lfl "" '" N o ..... o Lfl .-< m ..... o Vl ..... 0'1 '" o '- o M '- 0'1 o OM H'" ~'- '" Iil..... 0'- '" 0..... o Olil ~8 Iil Iil'" 0::.-< o U :':Iil ~~ o:ls 0::>-0 Iil :>"" 00 UVl Ul..... H OVl o o o o ..... '" M '" ..... <I} "" ... 0'1 M ... o M ... <I} "" Lfl M M o ..... r- '" ..... 0'1 o ..... <Il- ... '~ c!" .... () ~ .... ~ '-- :t: t ~ - s ~ '" r- '" o ..... , .... c OJ E OJ ~ .... (/) .... Vl <U ...J OJ U C Vi OJ Cl C <U .c: U a:i 2 ~Q) >-:E "-8 ~..5: ~ ~ ~ ] e ~ ~ Qj 00 :I q: - ~ l:l -< '" o Vl o r- '" '" M <I} - s {2. M M 0'1 ~ ""' E:! g ~ E~ ~~ ~.l!:! :5::.<ll lI)'lIl Q).!!l ~:6 ~'O ~"l:3 ""'ai .<llQ) ai-s ~Cii ~. ~lIl !l)~ ",'C: Cll:J lIl&l . S! CI) .'t:...... :JO ~~ lIl._ Q)'~ E'" 851- ..5:~ -g...,: lt~ ...Cll .QE ~~ 0'" ~.s: lIl-g ~.s: p,.<ll '-=-g ~~ ~~ . Cll "l:3,2 c:u CllCll iu32 U:J its c:Jg !l)..... 8~ . ~ Q)Q) ~~ . ..... . M ..... <I} ... r- r- ..... N <I} .... c OJ E OJ .... El (/) .... Vl <U ...J OJ U c: Vi j!l OJ Vl Vl <( 'C OJ U 'C a.. .s OJ OJ c: <U .c: U .... OJ 2 <U .... o ~ cj Q: (/) .... OJ .c E OJ E u .s 3: o >. OJ "2 El (/) C <U OJ .... o ~ .c: OJ :::1 o .... .c: .... al .... & o OJ .... <U Vl OJ U .~ OJ Vl 'C C ro Vl .... C OJ E .... Vl OJ > .s REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of Katherine S Deakin No.21 06 0207 also known as , Deceased Date of Death 3/5/2006 Social Security No. 164-01-6066 r-....> o g :'-0 ~ '-' 0 Fiel ~_:S ~):S ;g rrJ C;-) 0 Wrlynp Allpn nprlkin};IO n ~~:f~g .~~m t r"l-l r11 Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory id~.j{ of th&J1 .,:J 0 personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, th~l (t1J@luati~ ~ placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that D~enl1ownEQDO :}J real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this IrtlIBntory. I~ .. f.f{ verify that the statements made in this inventory are true and correct. I/We understand that false statements herein ~eire subjecno the C:-) penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. .- ~ ~s~~n~~ Name of (' "\ Attorney: David H. Stone, Esquire Wayne Allen Deakin 1.0. No.: 39785 80 King Drive Carlisle 17013- Address: 414 Bridge Street New Cumberland Telephone: (717) 774-7435 Dated \2,,-(-~~ PA 17070- Description 1999 Buick Century sold to Carol Boartz Value 4,500.00 Miscellaneous deposit 49.60 Money due on cottage at 4 Moor Circle, Cumberland Crossing 147,500.00 PA State Bank-Checking Accl. #10302651 4,332.40 5000 shares York Municipal Bond @ $1.00 each 5,000.00 Total (Attach Additional Sheets if necessary) 161,382.00 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 OJ;