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Home My WebLink About03-15-07 (2) --.J 1505b041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 6 File Number 0595 . Date of Birth , .) 201074993 06252006 06131918 \J BODWELL DOROTHY MI L Decedenfs Last Name Suffix Decedenfs First Name (If Applicable) Enter Surviving Spouse's Information Below Spouse's last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS Fill IN APPROPRIATE OVALS BELOW [!] 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) D 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) [!J 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach Copy of Trust) D 9. Litigation Proceeds Received 0 10 Spousal Povert~ Credit ~date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31-91 and -1-95) (Attach Sch. 0) ~ORRESPONDENT . THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO: ame Daytime Telephone Number WM. D. SCHRACK III 7174329733 Q Finn Name <If Applicable) SCHRACK & LINSENBACH LAW I"'-,J ::::;::. c:::') First line of address REGISTER Of ~llS US~Nl Y ~~~ ,~~ : ' 124 W. HARRISBURG STREET ~?:;~ =s h'j :::t:> -". Second line of address lD P.O. BOX 310 N DATE FilED N City or Post OffIce DILLSBURG State PA ZIP Code 17019-0310 Correspondent's e-mail address: 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. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ 1~,gL JoanL.Wels ;J'l'jr- eJ) A~ESS 24 Winding Hill Drive, Mechanicsburg, PA 17055 SIGNATURE 0 EPARER OTHER THAN REPRESENTATIVE Wm. D. Schrack III ~TE ~r-I,.?, d 124 . arrisburg Street, DiIIsburg, PA 17019-0310 Side 1 L 15D5b[]41147 ]'5[]5bD4]'147 --.J~ ---I 15[]5b[]42148 REV-1500 EX . DecedenI'sName: Dorothy L. Bodwell 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) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)............................._.................................. 8. 9. Funeral Expenses & Administrative Costs (Schedule H)...................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)........ ......................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................._.......................... 12. 13. Charitable and Govemmental 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. TAX COMPUTATION. SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 0.00 16. 0.00 17. 1,554,037.14 18. 19. Tax Due...... ...................... ................................ .................. ............--................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L :L5D5b042:L46 Decedent's Social Security Number 201074993. 205,000.00 907,273.22 482,330.03 23,010.37 31,430.17 1,649,043.79 89,929.94 5,076.71 95,006.65 1,554,037.14 1,554,037.14 0.00 o . 00 0.00 233,105.57 233,105.57 D :L5D5b04214a -1 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-0595 DECEDENT'S NAME Dorothy L. Bodwell STREET ADDRESS Bethany Village, 325 Wesley Drive CITY I STATE /ZIP Mechanicsburg PA 17055 . .. Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 200,000.00 10,526.32 (2) 3. InterestlPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPA YMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theT AX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE. (3) (4) (5) (5A) (58) Make Check Payable to: REGISTER OF WILLS, AGENT 233,105.57 210,526.32 22,579.25 22,579.25 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No ~ ~ ~ ~ ~ ~ Yes D D D D receiving adequate consideration?.... ..... ........................... ............................................... .............................. D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............. ............................ .................. ..................... ........ ........... ............. ~ D IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;............................................................................. b. retain the right to designate who shall use the property transferred or its income;............................_.. c. retain a reversionary interest; or.......... .... ..............._................................. ......... .................... .............. d. receive the promise for life of either payments, benefits or care?........................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without 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. ~9116 (a) (1.1) (ii)]. The statutecloes not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev-1502 EX+ (6-98) *' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT .. ESTATE OF Bodwell, Dorothy L. FILE NUMBER 21-06-0595 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 Jolntly-owned with right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 Real estate situate atSOO North 30th Street, Camp Hill, Pennsylvania (see attached appraisal) VALUE AT DATE OF DEATH 205.000.00 TOTAL (Also enter on Line 1, Recapitulation) 205.000.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule A (Rev. 6-98) Rev-1503 EX+ (6-98) . SCHEDULE B STOCKS & BONDS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT . ESTATE OF Bodwell, Dorothy L. FILE NUMBER 21-06-0595 All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Ameriprise Financial - Account #01132818760 1 002 8.773.56 (beneficiary Joan L. Wels) 2 Ameriprise Financial - Account #01132818760 9 002 69.412.64 (beneficiary David L. Lehmer) 3 Ameriprise Financial - Account #03152818760 7 002 101.599.75 (beneficiary Joan L. Wels) 4 Ameriprise Financial. Account #041528187606002 51.670.78 (beneficiary James D. Herbst) 5 63.1 shares of PNC Financial Services Group - #C 68.00 4.290.80 0010165547 6 SPS Advantage ONE Features. Account 538.337.16 #000325810927021 (beneficiary Joan L. Wels) 7 Janney Montgomery Scott LLC account 35.148.61 8 United States Treasury Bill . face amount $100,000.00 98.039.92 TOTAL (Also enter on Line 2, Recapitulation) 907.273.22 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev.15G8 EX+ (6.98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAl ni OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bodwell, Dorothy L. FILE NUMBER 21-06-0595 . ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash found in safety deposit box at PNC Bank, Camp Hill 5,920.00 2 Coins found in safety deposit box at PNC Bank, Camp Hill 14.00 3 Ameriprise ONE Financial - Account #00019308444 9 021 21.21 4 Donegal Insurance - refund of tenant policy (while at Bethany Village) 38.00 5 Fulton Bank - CD#221-o022940 49.294.65 6 Fulton Bank - checking acct #1068-30239 58.655.77 7 Highmark Blue Shield - premium refund 162.81 8 Highmark RX - refund 55.37 9 105 Life Insurance Company - refund 2.112.50 10 Patriot News - refund 13.50 11 Wachovia Bank N.A. - CD #247412051147165 (POD Joan L. Wels) 20.781.65 12 Wachovia Bank N.A. - CD #247412065787328 (POD Joan L. Wels) 20,173.48 13 Wachovia Bank N.A. - CD #247412302494487 (POD Joan L. Wels) 48,809.71 14 Wachovia Bank N.A. - checking acct #1000322993263 (POD Joan L. Wels) 83.525.63 15 Wachovia Bank N.A. - checking acct #10100494751508 (POD Joan L. Wels) 13.406.40 16 Appraised value of contents of residence (see attached) 3.180.00 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 482.330.03 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleE (Rev. 6-98) Rev-iS08 EX+ 16-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bodwell, Dorothy L. FILE NUMBER 21-06-0595 ESTATE OF ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 122.475.39 17 Ameriprise Financial - Account #930069758462 004 18 Ameriprise Financial - Account #930071953697004 53.689.96 TOTAL (Also enter on Line 5, Recapitulation) 482.330.03 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 ScheduleE (Rev. 6-98) Rw.'500EX+(I-IO) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY Bodwell, Dorothy L. FILE NUMBER 21-06-0595 ESTATE OF If an asset was made Joint within one year of the deeedenfs date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ... A. Joan L. Wels ADDRESS 24 Winding Hill Dr. Mechanicsburg, PA 17055 RELATIONSHIP TO DECEDENT Niece B. David L. Lehmer 7381 Briarwood Dr. Mentor,OH 44060 Nephew C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENrSINTEREST JOINTL V-HELD REAL ESTATE. 1 A 11/16/1994 Fulton Bank - CD#222-0061127 9.235.12 50.000% 4.617.56 2 B 11/16/1994 Fulton Bank - CD#222-0061128 9.235.12 50.000% 4.617.56 3 A 8/28/1996 Fulton Bank - CD#222-0091612 7.734.74 50.000% 3.867.37 4 A 5/1/1998 Fulton Bank - CD#223-0039740 12.634.79 50.000% 6.317.40 5 A 5/13/2006 Fulton Bank - CD#328-0240660 7.180.95 50.000% 3.590.48 TOTAL (Also enter on Line 6. Recapitulation) 23.010.37 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleF (Rev. 6-98) Rev.1510 EX+ (6-98) . SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bodwell, Dorothy L. FILE NUMBER 21-06-0595 . ESTATE OF 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. ITEM ' ItUN OF . . ....., _..1 Y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Fulton Financial Advisors - contract 31.430.17 31.430.17 #0059545260 TOTAL (Also enter on Line 7, Recapitulation) 31.430.17 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleG (Rev. 6-98) . REV-1151 EX+ (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bodwell, Dorothy L. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0595 . ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 3,777.00 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Joan L. Wels Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 24 Winding Hill Drive City Mechanicsburg State Year(s) Commission paid 2006 PA Zip 17055 43,500.00 2. Attorney's Fees Wm. D. Schrack III 30,000.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 1,037.00 5. Accountant's Fees 6. Tax Retum Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 11,615.94 TOTAL (Also enter on line 9, Recapitulation) 89,929.94 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) , Rev.1502 EX+ (6-98) '* SCHEDULE H-A FUNERAL EXPENSES continued COMMONWeALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bodwell, Dorothy L. FILE NUMBER 21-06-0595 ESTATE OF " ITEM NUMBER DESCRIPTION 1 Funeral Luncheon following service AMOUNT 250.00 2 Harrisburg East Cemetery - fee for opening grave 460.00 3 Musselman Funeral Home 2.967.00 4 Trinity Evangelical Lutheran Church - funeral service 100.00 Subtotal 3.777.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H.A (Rev. 6-98) , Rev-1502 EX+ (6-98) '* SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Bodwell, Dorothy L. FILE NUMBER 21-06-0595 . ITEM NUMBER DESCRIPTION 1 Borough of Camp Hill - sewer service during period of administration AMOUNT 85.00 2 Byerly Insurance - homeowners insurance during period of administration 898.06 3 C.R.E. Appraisal Services - real estate appraisal 300.00 4 Chuck Bricker Auctioneer 120.00 5 Clerk of Orphans Court - Release fee 5.00 6 Cumberland County Law Journal - estate advertisement 75.00 7 Fulton Bank - checkbook fee 82.50 8 Janet Miller, Tax Collector - school real estate taxes 2,508.30 9 Jeffrey A. Conway -lawn service during administration (including mowing, bush removal and disposal, shrubbery trimming, weeding) 1,065.00 10 Mary Haring - removal of household items 140.00 11 Met Life - return of post mortem pension benefit 703.39 12 Miscellaneous expenses - postage, photocopies, Notary, etc. 75.00 13 Mumma's Jewelry Store - watch appraisal 35.00 14 PA Dept. of Revenue - taxes paid on 2006 Fiduciary Income Tax Return 2.054.00 15 Patriot News - estate advertisement 116.67 16 Penn Waste - refuse removal service during administration 87.24 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 ScheduleH-B7 (Rev. 6-98) , Rev-1502 EX+ (6-98) '* SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAl. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT ESTATE OF Bodwell, Dorothy L. FILE NUMBER 21-06-0595 ITEM NUMBER DESCRIPTION AMOUNT 17 Pennsylvania American Water - service during administration 163.65 18 PP&L - electric service during administration 81.11 19 Recorder of Deeds - recording fee 39.50 20 Register of Wills - additional Short Certificate 8.00 21 Register of Wills - filing fee 15.00 22 Reserve for future administrative costs 1,000.00 23 Shipley Oil - fuel delivery during period of administration 1,885.12 24 Steve Trich - awning removal and storage 65.00 25 Verizon - final telephone bill 8.40 Subtotal 11.615.94 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA.1500 Schedule H-87 (Rev. 6-98) Rev-1512 EX+ (6-98) . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Bodwell, Dorothy L. FILE NUMBER 21-O6"()595 . ESTATE OF Include unrelmbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Alert Pharmacy -last illness VALUE AT DATE OF DEATH 70.85 2 Bethany Village Skilled Nursing -last illness 4.846.96 3 Borough of Camp Hill (sewer service) - debt of decedent 85.00 4 Pennsylvania American Water - debt of decedent 29.45 5 PP&L - debt of decedent 19.49 6 Verizon - debt of decedent 24.96 TOTAL (Also enter on Line 10, Recapitulation) 5,076.71 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule I (Rev. 6-98) REV.1513 EX+ (9-00) . SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Bodwell, Dorothy L. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal Clistributions and transfers under Sec. 9116(a)(1.2)] David L. Lehmer 7381 Briarwood Drive Mentor, OH 44060 Nephew RELATIONSHIP TO DECEDENT Do Not List Trust..es) I. 1 2 Joan L. Wels 24 Winding Hill Drive Mechanicsburg, PA 17055 Niece FILE NUMBER 21-06-0595 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) 500k 50% + 200 N 30th, Camp Hill PA + contents Total Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, 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 0.00 Copyright (e) 2002 form software only The Lackner Group. Inc. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Form PA.1500 ScheduleJ (Rev. 6-98) , SOLE CODICIL OF DOROTHY L. BODWELL I, DOROTHY L. BODWELL, presently of Mechanicsburg, Cumberland County, Pennsylvania, declare this to be the Sole Codicil to my Last Will and Testament dated July 16, 1996. ITEM 1: I direct that Item Three of my Will be revised to bequeath to my niece, JOAN L. WELS, the proceeds of the sale of my residence at 200 North Thirtieth Street, Camp Hill, and its contents, which sale may be brought about by my.move to Bethany Village. ITEM 2: Because of the death of my dear friend, John E. Nell, I direct that Item 4 of my Will be deleted, and that the cottage become part of my residuary estate, to be distributed in accordance with the provisions of my Will. of IN "flTNESS WHEREOF, I have hereunto set my hand this -.T,4 pC/AIL Y ,2006. r K _ _ h? - A ,.()[/1 I'- :~~;;q;;1 t' e:J t?~ DOROTHY If. BODWELL 9~ Signed, published, and declared on the date thereof by the above named as and for the Sole Codicil to her Last Will dated July 16, 1996, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. 0:k . . .... . ~----:-- ?L.IL. {/ COMMONWEALTH91P~~~~ANIA · COUNTY OF UJRK' 'J!/J:hb. ; / We, DORonn'L BODWELL, .ifw:.( j,.J,A d~j. - and . /j/h ................'................~eTestatrixandthewitnesses herein, 0 hereby declare to the undersigned authority that the Testatrix signed and executed this Codicil, that it was signed willingly as a free and voluntary act, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Codicil as witnesses, and that to the best of their knowledge, the Testatrix was at the time .eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. j/ ,,~~ '( ..13 ut:L",-E02 DORO BODWELL NotarIal Seal Janet S. Gore, Notary 0I1isburg Boro. YQI1( ColI1ty Mv C..orllI'lission Expires Oct 25. 2006 A:W1Ll.S1\llODWELL.D01t -' .. 1fiast ~ill mID Wtsfmnent OF DOROTHYL.BODWELL BE IT REMEMBERED, that I, DOROTHY L. BODWELL, of 200 North 30th Street, Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that my hereinafter named Executrix pay all my just debts, my funeral expenses, and the expenses of the administration of my estate. With this direction, I authorize and empower my Executrix to expend for my funeral expenses and interment such amounts as she may consider necessary and proper, without regard to any limit that may be prescribed by a court of law. ITEM 2: I direct my Executrix to pay all inheritance, estate, succession, and legacy taxes of whatsoever nature and kind, to which my estate, or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject, and to charge such taxes against my residuary esta~, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ./ ITEM 3: I give, devise and bequeath the residence which I occupy at the time of It my death, and all of its contents, unto my niece, JOAN L. WELS, absolutely. ITEM 4: I give, devise and bequeath the summer cottage located in "Cockleys Meadow" unto my friend, JOHN E. NELL, absolutely. ITEM 5: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath unto my niece, JOAN L. WELS and my nephew, DAVID L. LEHMER, in equal shares, per stirpes. ITEM 6: In the event that either my niece, Joan L. WeIs, or my nephew, David L. Lehmer predeceases me, I direct that the share of that deceased individual pass to his or her children in equal shares. ITEM 7: I nominate, constitute and appoint my niece, JOAN L. WELS, as Executrix of this my Last Will and Testament. In the event my niece, JOAN L. WElS should predecease me, fail to qualify, cease to act, or renounce probate, I appoint FULTON BANK, as first alternate Executor of this my Last Will and Testament. ITEM 6: I direct that my hereinbefore named Executrix shall not be required to give bond for the faithful performance of her duties in this or any jurisdiction.' I~S WHEREOF, I have hereunto set my hand and seal this /6Vk of ~ . 1996. day )J~ot-R~ DOROTHY BODWELL 2 ~ The preceding instrument, consisting of this and two (2) other typewritten pages, was on the day and date thereof signed, sealed, published, and declared by the Testatrix herein *' named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses hereto. ~ 0--, ~frL~ OF~7f~ OF lJ~ Lo.. COMMONWEALm OF PENNSYLVANIA COUNTY OF YORK ~d Jt:;A~ L. BODWEIL, dhn ~ /3 and ~ . ~, the Testatrix and the wi'fnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament, and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses, and that to the best of their knowledge, the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. SWORN TO AND SUBSCRIBED BEFORE. ME TmS/~~ r; ('- \. DAY , 1996. Notarial eal Janet S. Gore, Notary Public Di/lsbur~ Boro, York County My CommiSSion Expires Oct. 25, 1998 Member. PennsytvaniaAssociation of Notaries v"" ~ 48500041046 '" Date of Death ~i'~Il.I1f~. 'T."ij:'k' "~""1r~~.;t::f'~.:"''''<~'; f(!.Y/ , ,1 f ,,' . l,t. '~i }::,...,. .;' .".~~~ :r.;";..fct; .P ...."1 ,,.. '..' ..,'~; Suffix [~:I:~I~~~] PLEASE USE ORIGINAL FORM ONLY County Code Year File Number t~~~l ~,lL'~ f':~'r~~t."::'r.<~r:i r:!~.r; ~.e-..j t..~~...rp~(__J W"~~I\i:~' f. ,"~.).:U,-'l't: t"'Jo.:,:~.{;....~...._~~t~1i:.#..,t:' First Name ~j)r.'r6~r~~l6~"S:~Wr s~'~"'r"'~LkVI"r.'r~;"'i l"1il.C;1.);_~~~"",~.."";~:M""""', ~..~",i .,A..~1"",'5~ MI ll'..'.. ,10..,.: ;:~, ~ ,.' ...,lJ ZIP CODE: IJA... STATE: ZIP CODE: nV-..... (Jt:f(~ STREET ADDRESS: CITY: STATE: ZIP CODE: NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME: C~fA ~ 40~ .2 If Vlr-. r;-. '--L.... NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY WAS A WILL IN THE BOX? 0 YES NO If yes, a. Date of will: b. Name and add..... of personal representative, If named In the will NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: c. Name and address of attorney, If any NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: L 48500041046 48500041046 -.J / . REV-485EX SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS Page of . (1) Cash: Report total only. (2) Stocks: Ust in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, Le., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bear:er Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, 'Mortgages, Current Insurance Policies or other evidences of Indebtedness: List and describe as fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG,PA 17128-0601 ITEM NO. i ,. ITEM DESCRIPTION PGJt. . ~/}I~ DA7~4 PRI I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CORRECT AND CO PLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SIGNATURE CHE PRINT PRINT TlTI.E Executor(lI1x) 0 Admlnlstralor(trix) o Estate RepresenlaUve 0 Joint owner of safe deposit box NOTE: Attach additional 81126 xii" sheet(s) If necessary or use duplicates of this page of form. The Department is authorized by 1aw,42 U.S.C. 9405 (c)(2XC)(i), to require disclosure of Social Security numbers in CXlf1nection with administering state tax laws. The Department uses the Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also us,e the information in exchange of tax information agreements with Federal and local taxi authorities. The state law rohibils the Commonwealth's I'6On08I from disclosi confidential lax information exce for official u /. ,. FIle No. SUMMARY APPRAISAL REPORT OF mE REAL PROPERTY LOCATED AT 200 N 30th Street Camp Hill, PA 17011 for Schrack &: Linsenbach Law Offices 124 West Harrisburg Street Dillsburg. P A 17019 as of August 11, 2006 by Barry Chestnut,PA CertifiedGeneralRea1EstateAppraiser 582 South Kralltown Road Wellsville, PA 17365 C.RE. Appraisal Service Clu~. A Complete Appraisal Analysis - Swnmary Appraisal Report Unlfonn Residential Appraisal Report !"1Ie ## 06223NAU n. IlLI'IIIM rI .. ____ --... IBIIIII. II to IlIlMIe .. IIrIIIG'liIrt will III IlDmI. Ind ICIIauIMI aaxIlId. cd10n rI .. IMIIIt .... rI III aJid 1Ial8IW. Aqlq ,tdiIII 200 N 30th Street Cl'1 C'.amn Hill .. PA ~0:lCIIl 11011 EbnM8' Estate ofDorothv L Bodwell C>MwdPlJlt:Recad Bodwell Clut\ Cumberland T.otNn 9~ Block KNK nn PIAn of Lots ofKMP.vl'!rIV !"AneK ~PIIaI' 01-210213058 T.V. 05/06 RE r..$ 3.265 NI*IItlahoad r.ne . I Rnmlll7h MIIIRllfnnca 2848-A-2 c...TlId 0104.00 : Qmlft IXl 0IlI'Ir r 1 TIrWt r lVlart SIleCIII~$ N/A [ .J 1'\.0 tnt.$ N/A r 1......- rllllrmm fXI Fee Slr/1lIII r llMlllldl f lot.-~ AllQ'nWt1Wl r 1 Pud-.rr.-tan [ ]1WWDr..dI1 r X C>>w(clllcdlel Estate Evaluation I.8r1llrlCIIrt Schrack & Linsenbach Law Offices ~ 124 West Harri nm..h...'O PA 11019 II .. ... ~ CUIII1ltt GIInd b' .. II" Jw I ~ aIIncI b' .. In hi ... IlIlII1tw .. to .. lIIIIdlt.e dIIIl rI hi IIIlPIIIII'1 r 1 v. 1Xlt.b RiIIIcIt dIlII Dl'CllCa) ~ oIIInv pIlce(a), .xl lIIIIIIlIl. ~ lid lXJ ~/~ .wpa .. lXIID:t b" .. b' .. .. ~ ftnIdn EJq:iIIn .. ~ rI .. ... rI .. lXIID:t b' .. II" vbt hi ...,.. _ I'd . Cancl Pllce $ NI A 0. rlCorncI N/A II .. lIIalIIIII ...... ... _ rI 11IM: IWlXlId'1 I I V- L J t.b DIIIa SlIlIaI(II N/A . II twe -V hncIII ..-..a ta-l ~ .. ~ -. II" ~ ..r..IIn:e. *) " w plIIcI IJf rtf lIMY lI1 bIhII' d .. txlmMeI? DV- Drw J V-. IIIIlCIl .. lcIII ctlIII' III1CIlIt Ind deatIe .. ...,. to be _ NI A --.....-- I..clCIIIan [] lMlIn a.a.a, R.nI I ~va. Im-hI LXI s...- [ ] Dectia ~PRICE 1a:. an.u,I 97.0 % U-UIl lX\(),w7!M r 1~7!M f lUdlr r I SIIcIlIDa rxt In Blln:ef 10. &mI um I\a'l 2-4~ % GlIMI1 r 1 RdI rxl SlItIIIt r lsw I MnI1Ilhw [ U1dIr3nt11 fXI 38nfw r 1 (),w 8 nt1I 101 L!Ilr 25 ~-* % ~~ Immediate subiect neillh IJorhood is the annroximate 301 Hah 15 0:m'nMfII % : vicinity of the intersection of North 30th Street..nn ~ncr..n ~treet 182 FW:I. 50 a.- 3.0 '" . Subiect . .. . wh",n f'.nmnA1'P.d tn . . .....1. !limilar de""itv AftA ftrnvi".,itv t ',....nt..." ..,.hnnl.. nl....-",.. " . . , etc~ ... See" ~:~: .1 : Comments". sinllle familv ~-~" "'.... I MIItIIl CcnIb1I lhid1a IIDIlIl b" .. IIIIcMt ~ Irleaneti fmm . ~ - . . ,,- ,,~ TT'" 'RnT't\l1ah 08/06 "1- .Ift"'''' climbina: fmm hiunril'.Allows_ thnullh . low: .15%. _ "tfU .,^ ... ... . ' , ... D1lntnI See Deed/Lellal Descrintion ,.. ~11+I-Acre SIIlI ~ 'ar \IIIIw Residential , ClIIIIIcIb'I LD.R Lnw 11I"nc.iN i ZDrrcI CclIl1*D rxl L9 r 1 L9~fJrrdll'lNlUI8) r 1 rwZat1g r ...(~ II .. IUlIlIIInd bI!IIt we rI .. . h'DIMld Ca' . ~ IlIr IlIIn ... ....... .. ~..n I XI v- I J rw rNo. dIIaIII ua_ PublIc CIIIw' (~) f"Ubllc ~(----) ~ _. Public ~ EIIIdIlcI'f !Xl r WiIIlr 1XI ] SRlIt Macadam fXl r 1 GIll r 1 r None SiriIry SiMIr LX] ] . Nl1t None r 1 [ ] FBotA SIleCIII Fb:Jd HIIrIId ,.,. r 1 v- rx1 t.b FBotA Fb:Jd Za1I ., fBA4."""~ 4203510001B FBotA,.DIIlI 12181 lYe .. ~ ... aIIlII h\lRMIr1W'D tn** b" .. nwhIl II'flIf1 xlv. r 1 No. rNo, cIeIcIIlI lYe hlnt II1i DowIe . cx:nan II" dImII IIcblI C--a, II'1a'OKI11wa, IIMlllmnII cxrdllni, III'ICI I-, lit:)? L J V- LXJ rw JV-. cIeIaIle I TVDical area !lite ,.,ith ft11hli~ electric wa .t 'IaL. .I cted Noimal utility ,of record with no anDarent adverse encroachments. ~..._U<~~_ ~CM__ Fa.rldIIan ....... Concrete Block FIacll1I HWt #rlSbIeI Two rxl NBIIIerIwt [ 1 PIIIII BIInIrt I!ld8ItIrWIIII Brick WIll . ,... I XI OIl. I J.- I J S08lEnd lH e..nn.... 1.211 Ill. I. RDr:I&rlIce FibendllSs TrtnAWh W dPaintl A v~ .1Xl EldIIhI r 1 AlIll-' 1 Ln:lIrCalll. e..-tFHl1 JOOA, '" <UIn&1hMwlllta A I"", Jb f'ftftft_ Ml ftIor Carnet! A Vll Cnlonial [ ] 0JIiIe EriNecI f 1 8Jl1) AIrp \I\t"d:w Tp MlWllhtd ~_.. ( V..-IUI 1950 e.tlI!n:erl f 1 ~ Sbm~ Aluminum c.. SIr:lr.- r 1 f\tnJ EIliIcIIeAae /VIII 18 r 1 ~ r 1 SIIIImst Slmn . ~ rl~ ,rle.. AIIIc ttre HeIIhI L J PM LXI I-WI3 [ J Rdri M1dIIII :lIM 1IMV&da Concrete I rxl OropSlBt SIlIi'I r law- I Fuel Oil IX] FhpIIIal(I)" 1 Fencl X Gage ,ate.. 2 I LXJ ftIor SaAIIe CaatIg LXJ Cert111tCadt:lri"G IXJ f'IIbDed( X Pon:h c.mart .de. . I f 1 FHnl H8IIIlld f llnlN1lll If la. r lPcd aw- M IXl OIl. r 1 BuI-ln : Ia:InlII r 1 ~ F r 1 DII1IIIIIw' I I tIIDaIII I ~ I I WIIItIId:M' I 0Iw ldlIIaIle\ FHnl _ IIIIow IJICII CllIMlI: 1 FmnI 3 BstlIlm 25 8II1CIl 2030 Sa-. Feel rI ~ I.M1a ,.. H1tM GID IdlIIDrW ..... ClIIlllCIII ..w IlIdllrt IIImI, ~ Satisfact Ian and traffic flow nattem~ o.:rtle .. cxnIllI1 at hi ~ fncUI'1g r-*I ...... dIIlIrtnIcn, IW1CMIIIcnI, IW1IllllIltv. lC.). Some of the ..craned and cainted or covered with vinvl or alwninum: this deferred maintenance is factored into the overall effective Illle and is therefore adiusted there' there is no further adverse affect on the market value or marketability at the indicated oriinion of value I NOTE. Re~ ~ . ".,..nh nn....f A..f'........A .,." . . . nnnft the I eradication of the deferred maintena.nee The . , Ifvalue is OIlS isK and in .L deferred lYe hlnt II1i dMlclII dIIcIIndII II" ...... axdanI tIIIl .... .. ~. ICU1ltwI, II" IIIuduIII HiiIdv at .. IlIllIlIItv? r lv. rxl t.b JV-.deIatle No known See additional comments.. .... ..... , 00lII .. IIllPlIlY ~ ari1Im III the IlIId1IlorI1aDd llrdcnII Ia. II\Ae. c:oncIlcn UI8. lXlI1IiuclIan. 'Illcl? IXl V- f1 rw rNo. deatIe Freddie Uac Form 70 Uarch 2005 Page 1 of II Fannie Uae Form 1004 Uarch 2005 C.RE. Appraisal Service Complete Appraisal Analysis - Summary Appraisal Report n.... 3 ~ mDdM h lie IItiIIct IlIiHohCDcI nndna ., Illbt Ia1I . 175000.00 to . 275 000.00 n.... 37 lIlInImItit... h I'll utd ~ wti1 .. IlIIl .... rratlI nIhI h .... Illbt 11m, 175000.00 to . 275000.00 FEAlUlE Sl8.E'CT ClCMYfWlE SALE . 1 c::aF1ftIIIlI: MI.E . 2 CCIPHWLE MI.E . 3 ~ 200 N 30th Street 1701 Lincoln Street 2605 MarlCet Street 2327 Harvard Avenue ('.amn Hill I Camn HilI ('.AJTm Hill IlnMnIvto Sltil!r::t i 8/1Oth mile mil M ~ SIll PIt:e . R4lhITf" RVR I i 189.900 I s 200 000 . 220 000 SIIIAtaOaaUv.~ I. 111.57 Illl. s 65.06 8lL I. s 122.91 8lL I. 0. SauI:I(It Tax RecordslMLS Exterior' . Tax Re"n....!cdMT .~ VIIIcIIcn SrurM\ xterior Insnection Tax OfficelMulti,List Exterior Insnection VAU.E1W.J5TMENTS tm::APTDI a:s:::.RPTlOII .(.)$ Ad~.tm.nl ~ ./.11 Adfullmlnl tESCAFTION '/-11 AdIuItmonl SIll 1I"ftwlli"G Conventional Conventional Conventional C:aa.a. 100M i06 DOM 205 DOM OIMctS*mTe 0612006 0512006 0512006 ~ ~. . +10.000 ..........~ F- ~imnle Fee ~imn1e FH! ~imnlf" Fee Simnle SII . 17a1AverBlle 13 alA veT8Jl.e F.I'IValue 19a1 A veralle Fn Value . 15a1Avenllle EoValue 'lIIIif A venute A veralle A vp.rRap. I A veTllae 0IItrl1Sbilel - - .. - - I Two Storv/Av ~ctCallN:b1 Brick! A verBlle Brick! A veralle BricldAverRae W oodl A veralll +5000 AcUI N1a AS6lE18 AS8lE12-16 -6.000 A98~-C;:imi1ar A77/EI0-14 -9 000 CIlIdDn A veralle A veralle (+) -2.000 A veTllae I Good -4000 H1rMGrIde Tolal IBclrIlll.1 a_ T 0111 I BdIn.1 a.ths Tolll IBdIn.r 81.... Total IBdIllll.I8I1lII Rxm Cart 71312.5 7 I 4 I 2 +1000 9 1512.5 81511.5 +1.500 · o.-u.tla~ 2.030 al. 17f11 1lI.ft. +5.248 3 074 8lL I. -16704 1 790 8lL I. +3840 BIIImrt& ftiIIwd Full Full Full Full RrxmIBII:lwo.la PRrt Finil!hed Part Finished PRrt Finil!hP.lt PArt FinillhNl Ftn:lanlllaI. A veralle A veralle A verRap. A veI'lUle +1 000 +1000 +1 000 . A VP.rR ae Averalle A VP.rR af" A VP.rR ap. e.w BI:::IIrC IImI fear Detached None +7.500 None. +7.500 1 CRr I )fIofR,.hpLI +2.500 p"".j tN.c..J. - .- PAn. .nnen Porch + BOO ~I EoV' - . Fi1"l'!nlllCe 1 Fi1"l'!nlllCe 1 FirenlllCe Nnnp. + 1.500 1 Firenlace LandscaDina Verv ('.nnti VerY Good A veraae +2.500 Excellent -2.500 . NIlt lXl+r 1- $ 10.248 I"XI + T T. s 5796 r 1+00- s -I 660 . /4lIIIId SIll PlIca NIlt A4 5.40~ NetA4 2.90~ NIlA4 -0.80% . ct07nnnllllll GnlIe'4 13.~ $ 200 148 GnlIe All. 19.t"JCM ~ 205 796 GnlRAII. 13.3<M Is 218_340 I /Xl lid r 1 lid net .-m III .... II" ...... IMIY ct I'll atiIa '1IIIIIft mI lIlInImItit...... r I1ll. ...... . . Mv.-d\ r 1 lid TXr lid net ..... _ DrtJr ... II" hnII'In ct .. tr .. .... _ DrtJr tl I'll lIIll::IIe dIIiI ct hi 8lIIIIIIIIL . 0. SIlucIUl -;- ~ County Tax R~cnrdll My.-d\ r 1 lid rXl lid net ..... '"I plar ... II" ...... cI .. ~ ... tr .. ptlr )W tl .. dIIiI ct .. ct .. ~ .. 0. SUallII Cumberland Countv Tax Records Ra:al .. -* ct I'll .-dl rod ___ ct .. lib' .... II" ___ tMw ct .. IIJB:I 1lIalMv. mI lIlInImItit ..... 08ll0It eddIcnII DrtJr ... lI"I l*I8 31. !reM Sl8.E'CT c:ot..f'WWl.E StiLE . 1 CClM'WWl.E StiLE . 2 COfJPM.6S.E StiLE . 3 0. c1Pdar SIWl'....... June 1953 December 1999 NOne None PlIcaclPdar~ 26.000 129.900 None None Cl* SlucllfJI Tax Records TRY Rp....nrdl! T"v 1) -^....I.. Tax Recolrls ElIIcM 0*1 c101ta SouaI(II) 1M"" 2006 Mav 2006 MllV 2006 ...,.,. ct /lib" .. II" ___ Hmv ct .. ~ IIIlIlMY mI'~ ..... The lIubiect ill currentlv not listed for sale and has not bee n. I for sale within th..nAI!t 16 mnnthl! anrr.y ct SIIIIlI C'.al1l*r1 ~ Col tinn nf mRrket dAtA ill - nfth.. 1!1Ihip."t'" comneti 'v v r.omnArablelllocated in cnmnP.titive economic environment and subiect to similar economic forces Consideration aiven to all of the co ,", after adilllltments centers on a sinllle value oninion for the subiect ... See Additional r.nmments ... nIi:IIIId VIllI !Iv SIIIIlI 0:lrnIDtn ~$ 205 000 - InlIaIiIlIld v.Iue a;;. ... - "--II' 205 000 ea.tA . N/A ~ . N/A ~ A nnrn.."h ... iVAt1nnll Anti . f tvni...a.1 hnvp.r.. Thp. t"nrzt A ~;.,ro8Ch . . ere to determine a c-dih!; nn;n;nn of value Tnlmfficient m..rIcp.t data RVa" ~ -;-. ~ A .. . . me A .....rn.."h THI IpIDiIII Is nwle [Xl ....Is.. LJ U:j!d tl lXI\1lIIllb1 per p.ns lI1I ...... lI"I .. ... cI . It,poIvlbI CDdlI"I .. .. h'pIMrnerD '- been lXI11**d. 0 ~ tl I'll ~ I8pIO II" IlIllIlIItnI lI"I b IlIIIs ct . IY,1dllIIlcII cardtin flit hl ... II" IlIllIlIItnI '- been CXIl'1lI*I. or D ~ to the tbhI I8lIli8d m.:bI '-I lI"I .. ~ ...,., hit .. CDdlI"I II" dIIfdencv dele lid ..... IItnIIon cr IIlIllt: The oDinion of value cont i . herein is VAlid onlv in with the extended comment.~ addenda ... See . . ents ... BIlled on . compIeIe \IIIlIII InIpec:lIon 01 the ..... and UIeI10r _ 01 the IIIbjMt .....". cIeIIned Icope 01 -". ....... III -.ions rod IhIIIng . cancIIIonI, and appnIIRr'a lIeIlIIcIIIon, my (CIUI) opWan III the nwbt .... . cIeIIned. III the .... pnIpMy tI1Il Is the ItmjeGt III this IIIpOIt Is . 205 000 .01 Allam" 11 2006 wI*h Ie the dIIt 01 ~ and the eIfectM dIIt III this --... Unlfonn Residential Appraisal Report File" 06223NAU .... Ii: pf ne Freddie Mac Fonn 70 Marc:h 2005 Page 2 of 6 FII/'Vlle Mae Fam 1004 Mard12OO5 C.RE. Appraisal Service / ...:: Complete Appraisal Analy'sis - Summary Appraisal Report ~itcb..n Mllinmp.nt include!! wnnd cahinets. a formica counter ton Ancf A nnrcelAin ~inlc BAth :-~l niece norcelain with a shower. Utility imnrovemen" include a 200 AMP CB electric ~rvice domestic hot water heater and a fairly new Trianco hoiler. . . . e - -.- ~... ...... ~.. ... ..... ~ ; ~ ~~-----. ~ <. ~~ ..,"'" ... ..... .......... ~ ..~;. "-' ' . .... ........ .... ...." .+t ..... .. ..... ........." .<,.....-, .~ ~ - . "'.. .... .. .... ' .. ~ ......... ; .......... ... .. .......,,+.. +""" .. .. "-'....... ..... .... ...,...." ~ ....... ...".. ...*+.... ~...t Unlfonn Residential Appraisal Report ..... # 06223NAU -s .. -s -s .s .. --$ _.-$ "$ -$ Id. He III amra! ...... IIIIIed ID cr I7f III ~ ~ lib rvll, clIlIaI:Ie hl8lUlllm1e II1CI ~ 0eIaIle amncn el!imIlIU IIld ~ fIdIIes Freddie Mac Fonn 70, March 2005 Page 3 of 6 Fannie Mae Fonn 1004 March 2005 C.R.E. Appraisal Service JUL~25-06 03:53 PM BENKOVICH AN~ H~~U~~H'~~ I .L . . '-' ~ '-1'............. The Personal Advisors of 4 Ameriprise ~ Financial July 12,2006 Mrs. Joan Wels 24 Winding Hill Drive Mechanicsburg, P A 17055 Jack Benkovich, CFPe Senior Financial Advisor Benkovich & Associates A financial advisory practice Amertprise Financial Services, Inc. Westwood Center 4661 Trindle Road Camp Hill, PA 17011 Bus: 717.761.4208 Fax: 717.761.6282 john.a.benkovlchOampf .com 800.962.8694 An Ameriprise Platinum financial ServicesSM practice Re: Estate of Dorothy L. Bodwell An Ameriprlse assoCiated franchise Dear Joan: TIlank you for your recent inquiry regarding Dorothy Bodwell's accounts. These are the values of the accounts as of 06125/2006. At the end of this letter, you will find a list of beneficiaries shown in the initiall'eview of the Dorothy's accounts. IMPORTANT REMINDER: In accordance with various regulatory agencies, Ameriprise Financial Services will continue to mail monthly/quarterly statements for the deceased to the deceased's address of record. The only individual(s) granted authorization to change the address of the deceased and thus, redirect the mailing address of the statements, is the Executor(s) of the Estate of the deceased. Account Information Mutual Funds Account Number 0] 132818760 1 002 011528187609002 03152818760 7 002 04152818760 6 002 Annuities - Post 1985 Account Number 93006975846 2 004 930071953697004 Ownership Trustee/Beneficiary Trustee/Beneficiary Trustee/Benefic iary Trustee/Beneficiary Ownership Individual Individual Long-Term Care Premium Return Account Number 910064956139004 Ownership Individual Ameriprise ONE Financial Account Account Number Ownership 000193084449021 Individual SPS Advantage ONE Features Account Number Ownership 000325810927021 Individual- TOD LcAe~ g Brokerage. Investment and financial advisory services are made available through AAleriprise Financial Services, Inc. Mect~er NASD and SIPC. - . - .jUL":::-25-~06 03: 53-P-M--BENKOV 1 L;H-HNU-RSbUL I HTI:..Qo----I--~- I IO;&. ~o-.....--~-- . ....~. ~:~j\~~ Mrs. Joan Wels Page 2 of3 July 12, 2006 Mutual Funds Account Number Value Per Share 01132818760 1 002 011528187609002 03152818760 7 002 04152818760 6 002 Total Value # of shares Asset I $8773.56 8742.800 1.00 Y> $69412.64 16089.454 4.30 J $101599.75 23550.243 4.30 tf $51670:~8 11976.994 4.30 Annuitiea - Post 1985 Account Number 930069758462004 93007195369 7 004 Total Value ~ $122475.39 &1 $53689.96 Ameriprise ONE Financial Account Account Number 00019308444 9 021 Total Value $21.2 ] SPS Advantage ONE Features ---- ---- Account Number "'/ Total Value ".... ~ 00032581092 7 021 ~ See ~::~d S~~~~~l,_".) The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial does not guarantee the values. Beneficiary Information The following beneficiaries are on record for Dorothy Bodwell's accounts. Account Number: 011328187601002 Designation: PRIMARY BENEFICIARY l/ JOAN L WELS 100.00% g'77.3. S"b ~PNC + iiiiiiiii iiiiiiiiii == IIlIL liE & i!!iii! - liE The PNC Financial Services Group 001270 Computershare Trust Company. Inc. 2 North LaSalle Street Chicago Illinois 60602 Within the US. Canada & Puerto Rico 800 982 7652 Outside the US. Canada & Puerto Rico 312 360 5235 PNC DOROTHY L BODWELL 200 N 30TH STREET CAMP HILL PA 17011-2933 11111111111111111111111111111 ~IIIIIIIIIIIIIIIIIIIIIIIIIIIIIII Holder Account Number C 0000074888 IND 111111111111111111111111 SSNmN Certified Symbol Yes PNC - - ~ ,- ~ . -- -... ~ 1 ~ - . - .' . ~. . ~, " ;. , ~.~; ,- : r ,,:.. ,,~ "_... -,~;,.' ,'" ~... ~..-~ d : ~~""~'. ).:.;) ::::"to ''''--':;/l,~l . '~9 r~, ;?~ '1~ "oc '" _, , .., , . , . _ ~ _ _ _ _ _ _ ~ _ ~.. _ _ ~ ~ . _r ~ ... ...l. ~ ~..;._... _ _ ~ ~... ~ '- _ ~ .vidend Information Record Date: 14 Apr 2006 Holder Account Number:C 0000074888 Payment Date Class Description I Shares/Units Participating I in Dividend RRinvestment Dividend I Gross I Rate ($) Dividend ($) Deduction I Amount ($) Deduction I Type Net Dividend ($) 24 Apr 2006 Common 61.626114 0.55??oo 33.89 33.89 Transaction History From: 01 Jan 2006 To: 24 Apr 2006 Fair Market Tax Basis Purchase Deduction I Net I Price Per I of Shares I Price Per I Type Amount ($) SharelUnit ($) Acquired Share/Unit ($) Transaction Shares/Units Trade Date I Transaction I Transaction I Deduction I Description Amount ($) Amount ($) 24 Jan 2006 24 Apr 2006 Dividend Reinvestment Dividend Reinvestment 30.58 33.89 30.58 33.89 65.365000 69.545000 30.60 33.86 65.330000 69.605000 0.468085 0.486890 Summary of Holdings Date: 24 Apr 2006 00 lCSOOO6_RPSDLPNC. 104SS8_56291OO127OfOO 1 270fi 1 rtificated ShareslUnits I Direct Registration/I DMdend Reinvestment I Total Shares/Units Held By You Book ShareslUnits ShareslUnits Closing Price Per I SharelUnlt ($) Value {$} 0.o00ooo 0.o00ooo 62.113004 62.113004 69.590000 4,322.44 II 43UDR P N C' + 001CD40019 OOHSJA Please see important PRIVACY NOTICE on reverse side of statement AUG~01-06 04:55 PM BENKOVICH AND ASSOCIATES 7177616282 ,...."'~ Client Name: Date of Death: Dorothy L Bodwen 8/25/2006 Account Valuation Date: 32581092 7 021 6/25/2006 &timatad Values . '.: .ha..... Siif::~p_ -:~.,. .>~X;:~E.~'.<~.: '..~:7;~t: ~.::::'}~~~__r~'~~~""" JUL-2~-06 03:54 PM BEHKOVICH AND ASSOCIATES 7177616282 t-'.~4 - . - :--} rt1 1 ' .- Mrs. Joan Wels Page 3 of3 July 12,2006 Account Number: 0) 152818760 9 002 DesipatioD: PRIMARY BENEFICIARY y'DA VID L LEHMER 100.00% f,CfI 4/t, f:; 1/ Account Number: 03152818760 7 002 Desilnation: PRIMARY BENEFICIARY V' JOAN L WELS Account Number: 04152818760 6 002 Designation: / PRIMARY BENEFICIARY JAMES D HERBST 100.000/0 JCJ~ 59~ 7~"'- 1 00.00% rl ~ "7;) ~:~!'") ..J Ii,' 0/v.1 ... ~ AecoDDt Number: 930069758462004 DesigDation: /-PRIMARY BENEFICIARY V ESTATE OF MS DOROTHY L BODWELL Accoont ~umber: 93007195369 7 004 Designation: ) ~RY BENEFICIARY V &jSTATEOFMSDOROTHYLBODWELL Account Number: 000325810927021 Designation: PRIMARY BENEFICIARY JOAN WELS NIECE 100.000/0 / / r:' /!...,,, ;2) _~/ 7 ;~?, 0--- 7' 100.00% .5.j/6t'i cj b 100.00% 533: 53Z /6_ JABllek Attachment: Spreadsheet Cc: Attorney WM. D. Schrack 111 a11ney "illU: lS12 II Janney Montgomery Scott LLC ESTATE OF DOROTHY L BODWELL DATE OF DEATH 6/25/06 MEAN SHARES SECURITY PRICE VALUE 864.966 NUVEEN PA DND ADV MUN FD 2 $14.515 $12,554.98 1286.845 LORD ABBETT PA TAX FREE INC FD 5.15 6,627.25 1561.918 NUVEEN MUL TST P A MUN FD 10.215 15,954.99 GENERAL MONEY MARKET CL B 1.00 11.39 TOTAL V ALUE--------$35,148.61 ~ 309 North Fifth Street, SuiteC. Sunbury. PA 17801-0072 · 570.286.6447 · 570.286.5848 · 800.831.2741 . fax: 570.286.2365 . wwwJmsonline.com Member New York Stock Exchange, Ine. and other principal exchanges Jtr.A"cu.,.,ha.... <::::.c.Io,..n....;.;AC'" T..,..'Art-nt'" Pt~"h::.,...t;n'... rn.,.nnr-::tt;nn Benkovlch & Associates A financial advisory practice ~ A;;~;ip;f~~. Senl~Anancial~istt Financial July 12, 2006 Mrs. Joan Wels 24 Winding Hill Drive Mechanicsburg, P A 17055 Amerlprise Financial Services, Inc. Westwood Center 4861 Trindle Road Camp Hill, PA 17011 Bus: 717.761.4208 Fax: 717.761.6282 john.8.benkovlch@ampf.com 800.962.8694 An Ameriprise Platinum Financial Services'" practice Re: Estate of Dorothy L. Bodwell An Ameriprlse assoclatea franchise Dear Joan: Thank you for your recent inquiry regarding Dorothy Bodwell's accounts. These are the values of the accounts as of 06/2512006. At the end of this letter. you will find a list of beneficiaries shown in the initial review of the Dorothy's accounts. IMPORTANT REMINDER: In accordance with various regulatory agencies, Ameriprise Financial Services will continue to mail monthly/quarterly statements for the deceased to the deceased's address of record. The only individuaJ(s) granted authorization to change the address of the deceased and thus. redirect the mailing address of the statements, is the Executor(s) of the Estate of the deceased. Account Information Mutual Funds Account Number 0] 132818760 1 002 011528187609002 031528] 8760 7 002 041528] 8760 6 002 Annuities - Post 1985 Account Number 930069758462004 93007195369 7004 Ownershio Trustee/Beneficiary TrusteelBeneficiary Trostee/Benefic iary Trustee/Beneficiary Ownership Individual Individual Long-Term Care Premium Return Account Number 910064956139004 Ownership Individual Ameriprise ONE Financial Account Account Number Ownership 000193084449021 Individual SPS Advantage ONE Features Account Number Ownership 00032581092 7 021 Individual - TOD AJu~ L / Brokerage. Investment and financial advisory services are made available through Ameriprise Financial Services. Inc. Member NASO and SIPC. JUL-25-06 03: 53 PM J:lt:.N....UV.L '-'" r'I....... ....~w.......,....._- ':.'~. ~~:f~J ~ Mrs. Joan Wels Page 2 of3 July ) 2, 2006 Mutual Funds Account Number Value Per Share 011328]87601002 011528187609002 031528187607002 04152818760 6 002 T olal Value # of shares Asset I $8773.56 8742.800 1.00 i) $69412.64 16089.454 4.30 J $]01599.75 23550.243 4.30 ff $51670.1.8 11976.994 4.30 Annuities - Post 1985 Account~~ber 93006975846 2 004 93007195369 7 004 Total Value ~ $122475.39 &1 $53689.96 Amerip.rise ONE Financial Account Account Number 000193084449021 Total Value $21.21 SPS Advantage ONE Features --------- ---------- Account Number ----7 Total Valuc--... ~ 000325810927021 ~ See a~:~~s~~~~~_:) The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, Dot the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial does not guarantee the values. Beneficiary Information The following beneficiaries are on record for Dorothy Bodwell's accounts. Account Number: 01132818760 1 002 Designation: PRIMARY BENEFICIARY l/ JOAN L WELS 100.00% <1773 S"b Fu1tonBank LISTENING. July 28, 2006 Schrack & Linsenbach 124 W. Harrisburg 8t. P.O. Box 310 Dillsburg, Pennsylvania 17019 Dear Mr~ Schrack III: RE: Dorothy L. Bodwell, deceased June 25, 2006 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking # 1068-30239; open 10/1/1968, balance $58,655.77. Joan L. Wels as Power of Attorney. ACC CD# BALANCE !NT < 221-002294Of- $49,294.65 $1,227.65 * Joan L. Wels as Power of Attorney. <222-00611274- $9,235.12 $20.06 *ipint with Joan L. We1s~ / 222-0061128'oG- $9,235.12 $20.06 1.98% 11/16/1994 "'" * loint with David L. Lehmer with Joan L. Wels as Power of Attorney. ~22.. .2. -0.0. .9. 161. 2~. $7,734.74 $57.73 2.32% 8/28/1996 * loint with Joan L. Wels. 2i3.0039740-E- $12,634.79 $33.02 3.97% 5/1/1998 * iQint with Jo~ L. Wels. <328-0240.660~ $7,180.95 * joint with Joan L. Wels. $39.36 4.64% 5/13/2006 ROLL OVER MATURITY 10/24/2004 10/24/2009 11/16/2003 11/16/2006 1l/16/2003 11/16/2006 8/28/2004 8/28/2006 11/112005 2/1/2007 5/13/2007 RATE OPEN 3.68% 10/24/1989 1.98% 11/16/1994 If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. Very truly yours, !his infor~a~n? f~!e: ~ ~m~e~~ ~~ss courtesy ~.~~ ~ answer t? .~OU~ u~qUtry, Cl.JOd is f?f .your contid~ntiaJ use only. Credit Inquiry Processor o res~?nSI~thtJ: is c::sSmTIei.; by thiS i1.ank or any of its officers. Any opinion herem expressed ts subject t~ cphgp6.eoWx'ithP.ut.-notic~. U-tj 4tHjl Lancaster, PA 17604 fultonbank.com 1-800-FULTON-4 ~ . Reference ID: IGR41tiO "W'AOuuya WachoviA Bank NA. 8Il1ance ConJimuilion Servicell POBox 40028 Roanoke. VA 24022-7313 July 11~ 2006 ~ WACHOVlABANK ATTN: JEFF KNAUB 1200 CAMP HILL SHOPPING MALL PA 659H CAMPRJLL, FA 17011 SUBJECT: Verilicalion I Confirmation of AcCOWll and Balance Information provided Ior: Cu.ltcDer: DOROTHY L BODWELL (SSN# 101-U7-4993) Dale or Dea1b: JUDe 15, 1006 Deoos:lt AuoImt Informntlon .A&:a::uuut ~uwL 0.1" urn:.1h A--F !>Ide Mlllurity JuJen:an A1uulld YTD Dale Type Munber BaU:e BaI.mI:e' 0peDl!d Due RIb 1a1ernt ImereatPaid cta8ed CER.1lFICATE Of DEPOSIT 247412051147165 S20.7S6.0S 4/1112000 10/1111006 925.60 S30U7 LEGAL 1'ITLE: OOROTHY L BODWElL POA - JOAN WELS ~ 2.~ 78/46S"' POD - JOAN WELS , CBR1U1CATE OF DEPOSIT 24741206'71732& S20,OOO.OO ]/"1..9/1997 lI'J9/'2OO7 SIn.41 tnS.90 LEGAL TITLE: OORDTElY L BODWElL lOA - JOAN WEL8 oj 2.'1 1734 J/ ( POl) - JOAN WJ0'.L8 CBR1U1CATE OF DEPOSIT 2.1\7" 123o::H9H17 $JI8,673.cn 21612006 2I6lZOO1 $136.10 $S92.26 LEGAL TITIL: DOROTHY L BODWEll. I " t'. fOlJ- 71 POA-JOAN was roo - JOANWELS I CJ:UK;KlNU lUOOJ2Z'93263 $K::l.~2'.63 2117/19~1 ~A LEGAL lTl1L: DOROTHY L BODWElL ~ f3, 52!: h3 I'OA - .JOAN WF.LB POI) - .lOAN wr.f..q CHHCKJNG 10JOO49471'08 513,31'.31 3/121'2001 SlI.09 m.76 LEGAL Tl1'1L: OOROTIIY L BODWElL 1'3l/.(){'. J/.() POA - JOAN WRT.s POD - JOAN WELS J .. Due to ayKtem limitatiorm. 11:0 can only [lI'Ovide a tv.-olve month IIVtrage balance an depoIitmy accounts. Wachovia Bank. N.A. Camp Hill Financial Center PA6598 1200 Camp Hill Mall Camp Hill, PA 17011 Tel 717 737-8697 Fax 717 737-3707 II! P~~'q "WACHOVIA To: Schrack & Linsenbach Date: 7/25/06 RE: Estate of Dorothy Bodwell The funds for Certificate #247412302494487 opened on 2/6/2006 originally came from a Passbook Savings account that was closed on the same day. The account number was 3083365142083. ?2?- Jeff Knaub Financial Center Manager APPRA\SAL ~ ,at propertY 01 () -,sed bV Chuck E. BriCker I'U094-l \TEM VALUE dD o 0 51~) 06 3 ~;i)D 6. Db V1> ~DD DID/) , br oj) ~bOl6b :5 0 36. 6'0 ()2 o,D6 :;"n. /ld ( /vi A- (':11 I i j!-: --_.~----~~ 7177616282 r-.~.L JUL-25-06 03:53 PM BENKOVICH AND ASSOCIATES The Personal Advisors of 4 Ameriprise ~ Financial July 12, 2006 . Mrs. Joan We Is 24 Winding Hill Drive Mechanicsburg, P A 17055 Jack Benkovlch, CFPe Senior Financial Advisor Benkovich & Associates A financial advisory practice Ameriprise Financial Services. Inc. Westwood Center 4661 Trindle Road Camp Hill, PA 17011 Bus: 717.761.4208 Fax: 717.761.6282 john.8.benkovich@ampf.com 800.962.8694 An Ameriprise Platinum Financial ServicesSM practice Re: Estate of Dorothy L. Bodwell An Ameriprlse associated franchise Dear Joan: TIlank you for your recent inquiry regarding Dorothy Bodwell's accounts. These are the values of the accounts as of 06/2512006. At the end of this letter, you will find a list of beneficiaries shown ill the initial review of the Dorothy's accounts. IMPORTANT REMINDER: In accordance with various regulatory agencies, Ameriprise Financial Services will continue to mail monthly/quarterly statements for the deceased to the deceased's address of record. The only individuaJ(s) granted authorization to change the address of the deceased and thus, redirect the mailing address of the statements, is the Executor(s) of the Estate of the deceased. Account Information Mutual Funds Account Number 01132818760 1 002 011528187609002 03152818760 7 002 04152818760 6 002 Annuities - Post 1985 Account Number 930069758462004 930071953697004 Ownership TrusteelBeneticiary Trustee/Beneficiary TrusteeIBenefic iary Trustee/Benefic ia ry Ownership Individual Individual Long-Term Care Premium Return Account Number 910064956139004 Ownership Individual Ameriprise ONE Financial Account Account Number Ownership 000193084449021 Individual SPS Advantage ONE Features Account Number Ownership 000325810927021 Individual- TOD Brokerage. Investment and financial advisor}' services are made available through Ameriprise Financial Services, Inc. Member NASa and SIPC. JUL-25-06 03:53 ~M ~~NKUV~~M HN~ H~~Uv~HI~~ I ... . . '-' ... '""'...:.. """.... :.'~. ~:~~}J . :.:, Mrs. Joan Wels Page 2 of3 1 uly ] 2, 2006 Mutual Funds Account Number Value Per Share 01132818760 1 002 011528187609002 03152818760 7 002 041528187606002 Total Value # of shares Asset I $8773.56 8742.800 1.00 Y> $69412.64 16089.454 4.30 ~ $101599.75 23550.243 4.30 tf $51670.1.8 11976.994 4.30 Annuities - Post 1985 Account Number 930069758462004 930071953697004 Total Value yr $122475.39 eyl $53689.96 Ameriprise ONE Financial Account Account Number 000193084449021 Total Value $21.21 SPS Advantage ONE Features ..-:--- ----- -7 Total Value.... ~~e a~~~:~_~:~~~~ ~) The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as govemed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial does not guarantee the values. Account Number 000325810927021 Beneficiary Information The following beneficiaries are on record for Dorothy Bodwell's accounts. Account Number: 011328187601002 Designation: PRIMARY BENEFICIARY 1/ JOAN L WELS 100.00% S773. Sb JUL-2~-~6 ~3:54 PM BENKOVICH AND ASSOCIATES (1((&1&~tli~ t"'.~" '.) i~:~l . .. Mrs. Joan Wels Page 3 of3 .; July ]2,2006 Account Number: 011528187609002 DesignatioD: PRIMARY BENEFICIARY Y-'DA vro L LEHMER 100.00% 6~ 4/216 L/ Account Number: 031528187607002 DesigDation: PRIMARY BENEFICIARY V JOAN L WELS Account Number: 04152818760 6 002 Designation: /' PRIMARY BENEFICIARY JAMES D HERBST 100.00% J CJ~ 59~ 7..'}-- 100.00% r; /.. .~~;. j'!--/ .J'/ <l://r" ~ K Account Number: 930069758462004 Designation: /' PRIMARY BENEFICIARY V ESTATE OF MS DOROTHY L BODWELL Account ~umber: 93007195369 7 004 Designation: , 2MARY BENEFICIARY V ~STATEOFMSDOROTHYLBODWELL Acc:ountNumber: 000325810927021 Designation: PRIMARY BENEFICIARY JOAN WELS NIECE 100.00% /~n qfJ;: ;;,) / " ,. '" - -/. ~ ... f 100.00% ~ ~ I~ V" Ci {.i/ -- ...,/ vO I, / \:::7 100.00% 533: .J3? /6_ JAB/lek Attachment: Spreadsheet Cc; Attorney WM. D. Schrack 111 Fulton Bank LISTENING. . . July 28, 2006 Schrack & Linsenbach 124 W. Harrisburg St. P.O. Box 310 Dillsburg, Pennsylvania 17019 Dear Mr. Schrack III: RE: Dorothy L. Bodwell, deceased June 25,2006 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Checking # 1068-30239, open 10/1/1968, balance $58,655.77. Joan L. Wels as Power of Attorney. ACC CD# BALANCE !NT < 221-0022940E- $49,294.65 $1,227.65 · Joan L. Wels as Power of Attorney. (222-00611274- $9,235.12 $20.06 *ioint with Joan L. Wels. / 222-0061128<r- $9,235..12 $20.06 1.98% 11/16/1994 " * joint with David L. Lehmer with Joan L. Wels as Power of Attorney. ~;j~~~;O:-L.\~;~~s~.74 $57.73 2.32% 8/28/1996 223.;0039740 C!- $12,634.79 $33.02 3.97% 5/1/1998 · jgint ~tb Joan L. Wels. <328-0240.660~ $7,180.95 · joint with Joan L. Wets. $39.36 4.64% 5/13/2006 ROLL OVER MATURITY 10/24/2004 10/24/2009 11/16/2003 11/16/2006 11/16/2003 11/16/2006 8/28/2004 8/28/2006 11/1/2005 2/1/2007 5/13/2007 RATE OPEN 3.68% 10/24/1989 1.98% 11/16/1994 If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. Very truly yours, !his inf~r~a~ ~:~i~C~ ~ ~~e~: ~~ss courtesy ~.~~~ In answ_r t? .~uu~ ;hqulry, ;:mo is ror YOllr confid~ntial use only. Credit InqUIry Processor No reS~?nSl~wtJ: is z~surrh~,j by this b.-snk or any of its officers. Any oPinion herem expressed is ~-llbject to ~h~"Bo~ti)f~~,tice. lancaster, PA 17604 fultonbonk.com 1-800-FULTON-4 ,I ,#~J /'. - FULTON FINANCIAL ADVISORS" Making Success Personal." INVESTMENT & BROKERAGE SERVICES . Securities are offered through PrimeVest Financial Services, Ine. Member NASD, SIPe, a registered broker/dealer. July 26, 2006 William D. Schrack III Schrack & Unsenbach Law Offices 124 W. Harrisburg Street P.O. Box 310 Dillsburg, P A 17019-0310 De.ar Mr. Schrack, Attached is the requested information for the Estate of Dorothy L. Bodwell. Dorothy had named Joan L. Wels as the beneficiary on her Jackson National Contract number 0059545260. The original issue date of the contract was 04/05/2001. The date of death value is $31, 116.96, and there were no changes to the contract. Since the contract named Joan as the beneficiary, the proceeds will be paid directly to Joan and not the Estate. Enclosed are th~ necessary documents for Joan to complete and submit to Jackson National._ Should you have any questions, please contact me at 717-763-2098. rely, _ /1, ,J hr . Malin cial Consultant v 599 North 12tb Street Lemoy~e, PA 17043 717-763-2098 Fax 717-731-8963 greg. malin@primevest.eom I-~.~ The ~vestment products offered through Investment and Brokerage Services are not insured y the FDIC, and are not depOSIts or other.obligati.ons of Fulton Financial Corporation and are not guaranteed by Fulton Financial Corporation. They Involve Investment risks, including possible loss of principal amount invested. ,jlJ6 Y:34AM CLAIMS DePl . .. August 1, 2006 . Nancy Hutton. F~~:717-731-g963 Insured; Dorothy L Bodwell Policy No: ~59545260' Dear lv1s-.Hutton~ Tba7ik you for contac~g the Claims SerVice Center. This'letter'is to co . 2~.. . t NO. 546 P. 2 ~ I ]ACKSQ NATIONAL LJ FE INSUltN'-lCE CO~{P NY our telephone conversation 0.0. Au . I ~ ~ I The value on the above referenced policy on JlIDe 25, .2006 was $31 A30. 7. Our records do not indicate any poll changes made to this policy as of today. The policy was issued to Doioth ' L Bodwell on AprilS, 200 1. i. If yon have any questions or need additional information, please .contact $ at 1-888-565-4995, Monday through Thursday) 8:30 a.m. to 7:00 p.rn. and on F~<J.aY 8~30 a.m. to 6:00 p.m. Ef" I Since.rely, Brandy Richards Claim Service Associate Claims Administration L., ~ , Corporati~aY PO Sox .. 068 Lansing Ml 48909 979 aOO/USE-JNlI (300/B73-. 54) I