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Home My WebLink About04-05-07 REV.1IOtU+(I.fI) .. *' OFFICIAL USE ONLY I REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FilE NUMBER 21 06 COUNTY CODE YEAR SOCIAL seCURITY NUMBER 183-18-6878 00639 NUMBER COMMONWEAlTH OF PENNSYlVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 ... Z w Q w U W Q DECEDENrs NAME (LAST. FIRST, AND MIDDLE INITIAL) Sariano, Marian H. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return 0 2. Supplemental Return I!! 0 0 4a. Future Interest Compromlse (date of death after lI::CClll 4. Limited Estate uii!lI:: 12-12-82) w~g ~ 6. Decedent Died Testate (Attach copy 0 7. Decedent Maintained a Living Trust (Attach l5fiil lL of WiU) copy of Trust) CC 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death between 07/04/2006 08/24/1921 3. Remainder Retum (date of death prior to 12-13-82) o 5. Federal Estate Tax Retum Required 1 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) Copyright 2000 form software only The Lackner Group, Inc. (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) :alE II! l!l IRM NAME (If applicable) 8 i Law Offices of Debra K. Wallet ElEPHONE NUMBER 717/737-1300 z o ~ ::l ! II: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 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) 9. Funeral Expenses & Administrative Costs.(Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 24 North 32nd Street Camp Hill, PA 17011 (1 ) 201,278.00 (2) 300,598.63 (3) None (4) None (5) 5,760.65 (6) 39,880.33 (7) 105,630.10 (9) 17,346.84 (10) 4,721.72 OFFICIAL US~'2.~l Y e-::::l C=) --I ~ "\? :.:v o ~p '~." r-j'-; . '":c::n .., (./) ::::~-::::: I '....1 ~~~.~3 ~~?, 2: =D ]2 --I N (8) 653,147.71 (11 ) (12) (13) (14) 22,068.56 631,079.15 13. Charitable and Govemmental Bequests/Sec 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 631,079.15 15. Amount of Line 14 taxable at the spousal tax rate. x .00 (15) or transfers under Sec. 9116(a)(1.2) z 631,079.15 .045 (16) 0 16. Amount of Line 14 taxable at lineal rate x i= ~ ::l lL 17. Amount of Line 14 taxable at sibling rate x .12 (17) 8 S 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) 28,398.56 28,398.56 CHECK HERE' IF YOU ARE REQUESTiNG A REFUND OF AN OVERPAYMENT 20.0 0Ijjlllll.. Form REV-1500 EX (Rev. 6-00) Db Decedent's Complete Address: STREET ADDRESS 130 Reeser Road CITY I STATE PA I ZIP 17011 Camp Hill Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 28,398.56 25,000.00 1,315.79 Total Credits (A + B + C) (2) 26,315.79 3. InteresUPenalty if applicable O. Interest E. Penalty TotallnteresUPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thEOVERPAYMENT. 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 theTAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is theBALANCE DUE (3) 0.00 (4) (5) 2,082.77 (SA) (5B) 2,082.77 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: . Yes No a. retain the use or income of the property transferred;............................................................................. ~ I b. retain the right to designate who shall use the property transferred or its income;................................ C. retain a reversionary interest; or............................._........................................................................... d. receive the promise for life of either payments, benefits or care?........................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..... ....... ...... ...... .......... ................................ ...... ................. ........... ...... ....... 0 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?................................................................................................................ ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, Indudlng accompanying schedules and statements, and to the best of my knowledge and belief, it Is true, correct and complete. Declaration preparer other than the personal representative is based on all Information of which preparer has any knowledge. SIGNATURE OF PERSON RE SIBLE F.OR FILING RETURN ADDRESS DATE Nina G. Hess 43 Round Ridge Road Mechanicsburg, PA 17055 DATE ADDRESS R OTHER THAN REPRESENTATIVE 3019 Harvard Avenue CHill, PA 17011 ADDRESS ~"" ~ 24 North 32nd Street Camp Hill, PA 17011 '1/&//1-" 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. ~9116 (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. ~9116 (a) (1.1) (ii)]. The statutedoes not exemDta 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 0% [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 4.5%, 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 12% [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. . SCHEDULE A REAL ESTATE COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX ReTURN ReSIDeNT DeceDeNT ESTATE OF S' M' H I FILE NUMBER mano, man . 21 _ 06 _ 00639 All real proper1Y 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 wining 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 1 DESCRIPTION VALUE AT DATE OF DEATH 201,278.00 130 Reeser Road, Camp Hill, PA - Not yet sold. Based upon 176,560 assessed value x 1.14 common level ratio. TOTAL (Also enter on Line 1, Recapitulation) 201,278.00 . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF . Sariano, Manan H. I FILE NUMBER 21 - 06 - 00639 All property Jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 64 Series EE Savings Bonds (see attached list) 88,252.88 2 87 Shares ofWachovia Bank Stock 53.83 4,683.21 (avg. of 7/3/06 closing price of $54.24 and 7/5/06 closing price of $53.41) 3 1,457 shares ofPNC Bank Stock (avg. of 7/3/06 closing price of $70.75 and 7/5/06 70.33 102,470.81 closing price of$69.91) 4 PNC Investments 105,191.73 Acct. #13701524 TOTAL (Also enter on line 2, Recapitulation) 300,598.63 *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEAlTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF S . anano, Marian H. I FILE NUMBER 21 - 06 - 00639 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 NUMBER I Cash in possession of Decedent DESCRIPTION VALUE AT DATE OF DEATH 42.40 2 Items from home taken by beneficiaries (cane chair, oak platform rocker, 5 pc. bedroom set, cedar chest, Gone With the Wind lamp, marble washstand, maple dining suite, white marble washstand, 2 white marble top stands, entertainment center, walnut drop leaf table, banquet lamp, loveseat, ladder back chair, slag lamp, walnut desk with bookcase top) (See attached auctioneer's appraisal) 3,025.00 3 Contents of home (based on net proceeds from auction) 2,343.25 4 Personal jewelry - single diamond ring (flawed); rest was costume jewelry 350.00 TOTAL (Also enter on Une 5, Recapitulation) 5,760.65 *' SCHEDULE F JOINTLY -OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sariano, Marian H. I FILE NUMBER 21 - 06 - 00639 If an asset was made joint within one year of the decedent's date of death, It must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A Nina G. Hess ADDRESS RELATIONSHIP TO DECEDENT B Jana J. Furst 43 Round Ridge Road Mechanrrcsburg,PA'17055 3019 Harvard Avenue Camp Hill, P A 17011 Daughter Daughter JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT or similar identifying number. Attach deed for jointly-held real VALUE OF ASSET INTERESl DECEDENrSINTEREST estate. 1 A/B 05/16/2003 PSECU checking account 26,039.34 33% 8,592.98 #8101812371 2 A/B 05/16/2003 PSECU savings account 783.04 33% 258.40 #8101812371 3 A/B 08/30/2002 PNC Bank 32,955.59 33% 10,875.34 #5004024205 4 A/B 11/12/2002 PNC Bank checking account 9,571.70 33% 3,158.66 #5140171269 5 A/B 11/12/2002 PNC Bank checking account 9,362.39 33% 3,089.59 #514055145 6 A/B before Citigroup Smith Barney 42,137.46 33% 13,905.36 2/24/04 Acct. #54J-03285-12 RPX TOTAL (Also enter on line 6, Recapitulation) 39,880.33 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sariano, Marian H. FILE NUMBER 21 - 06 - 00639 ITEM NUMBER This schedule must be completed and flied If the answer to any of Quest ons 1 throul h 4 on page 2 Is Yes. DESCRIPTION OF PROPERTY % OF Indude the name of the transferee. their relatJonshlp to decedent and the date of transfer. VDAALTUEEOOF DAEASSTEHT DECD'S EXCLUSION TAXABLE VALUE Attach a copy of the deed for real estate. F I NTEREST (IF APPLICABLE) 1 Allstate Life Insurance Co. Annuity #GA19369746 105,630.10 100% 105,630.10 TOTAL (Also enter on line 7, Recapitulation) 105,630.10 *' SCI-EDUl.E H RN:RAL.EXPENSES& ADNNSTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATEOF S' M' H anano, anan . I FILE NUMBER 21 - 06 - 00639 ITEM NUMBER A. B. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT FUNERAL EXPENSES: Myers-Hamer Funeral Home, Inc. 5,794.00 2 Rolling Green Cemetery 460.00 3 Trinity Evangelical Lutheran Church (funeral luncheon) 178.58 4 Flowers on Locust (funeral flowers) 337.08 5 Rev. John Brock (funeral service) 200.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City State _ Zip Year(s) Commission paid Attorney's Fees Debra K. Wallet, Esq. 6,000.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address 4. City Relationship of Claimant to Decedent Probate Fees 549.00 State Zip 5. Accountant's Fees 6. Tax Retum Preparer's Fees Patricia Radonovich 100.00 7. 1 Other Administrative Costs Postage, photocopies, mileage, etc. 50.00 2 Sue Newman (house cleaning) 80.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) 3,598.18 17,346.84 . Sc:hec:Ue H FtnnI Expenses & AmtM..Costsconli'lJed COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sariano, Marian H. I FILE NUMBER 21 - 06 - 00639 3 East Penn Landscaping 385.00 4 Barr's Carpet Cleaning 106.00 5 Hepfers Ace Hardware (trashbags/weed killer) 25.42 6 PP&L (electric) 433.04 7 Pennsylvania American Water 101.77 8 Erie Insurance Group (homeowner's insurance) 168.00 9 Shillito Oil, Inc. 642.10 10 89.85 Verizon 11 Hampden Township (sewer and trash) 257.51 12 M.F. Rockey Moving Company (removal of contents from house to beneficiaries' homes) 559.84 13 Marie Huber, Treasurer (January - December, 2007 property taxes) 457.65 14 The Patriot-News 112.00 15 Eric Willhide - gutter and flashing work 260.00 Page 2 of Schedule H . SCHEDULE I EBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS I FILE NUMBER 21 - 06 - 00639 COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATEOF S' M' H anano, anan . Include un reimbursed medical expenses. ITEM NUMBER 1 Pennsylvania American Water Co. DESCRIPTION AMOUNT 12.47 2 Hampden Township (sewer and trash) 124.00 3 Heritage Medical Group 109.84 4 Marie Huber, Tax Collector (July, 2006 - June, 2007 school taxes) 1,653.12 5 PEBTF (overpayment) 121.77 6 Penn Mutual 16.11 7 PNC Bank (safe deposit box) 12.00 8 Messiah Village 2,391.56 9 PP&L 99.91 10 East Penn Landscaping 70.00 11 Albert Pharmacy 14.75 12 Capital Area Health Associates 96.19 TOTAL (Also enter on Line 10, Recapitulation) 4,721.72 REV.1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF Sariano, Marian H. I FILE NUMBER 21 - 06 - 00639 RELATIONSHIP TO AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE n.. ... I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Nina G. Hess Daughter 50% of residuary estate 43 Round Ridge Road Mechanicsburg, P A 17055 2 Jana 1. Furst Daughter 50% of residuary estate 3019 Harvard Avenue Camp Hill, PA 17011 I Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheE t II. NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEEt LAST WILL AND TESTAMENT OF MARIAN H. SARIANO I, MARIAN H. SARIANO of Hampden TownShip, Cumberland County, Pennsyl- I vania, declare this to be my Last Will and Testament, hereby reVOking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I bequeath certain articles of my tangible personal prop- ertyas follows: A. I bequeath my sterling silver to my daughter, Nina G. Hess. B. I bequeath my antique settee and chair to my daughter, Jana J. Furst. C. I bequeath a marble top table to each of my said daughters. D. My daughters shall determine which of them is to receive my antique china closet desk at its value as appraised in my estate, and the share of the one who receives it shall have its value charged to her share of the residue of my estate. III - I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate unto my daughters, Jana J. Furst and Nina G. Hess, in equal shares, the share of a deceased,. I' child to be paid to his or her issue per stirpes. ARNOLD & SLIKE, ATTORNEYS-AT-LAW. 2109 MARKET STREET. CAMP HILL. PA 11011 IV - I appoint my daughters, Nina G. Hess and Jana J. Furst, Co- executrices of this, my Last Will and Testament. Neither of my personal representatives shall be required to post bond in this or any jurisdic- tion. the IN WITNESS WHEREOF, I /~ ~. day of have hereunto set my hand :r...<-gv~ aN-, , 1991. rr and seal on this I J7 /( 7/ /l ; <' (/),~- ---,' cr.' 'i' ... a )<' c- ~ / Marian H. Sariano (SEAL) Signed, sealed, pUblished and declared by MARIAN H. SARlANO, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~ (d ~- U' Name <L. ~~.~ Name {h1Wj' /i~~. Addres ~ ;;,' .. . 7 dd~ss Page 2 ARNOLD & SLlKE, ATTORNEYS-AT-LAW. 2109 MARKET STREET. CAMP HILL. PA 17011 COMMONWEALTH OF PENNSYLVANIA) SSe COUNTY OF CUMBERLAND) WE, the undersigned, the testatrix and the witnesses, respectively, whose names are signed to the 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 (or willingly directed another to sign for her), and that she executed it as her free will 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 that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~/11t i ,. tl;{ ~~~~r~~L-(: /cC' (!I Subscribed, sworn sUbscr~ and sworn /. ~L.el-A-..2;~. ,) to and acknowledged before me by the test~rix, and to before me by both witnesses, this /_~c day of , 1991. >l~"J ,j(~ 'Y:b~ = - Notary Public NOTARIAL SEAL THELMA S. McCAUSLIN, Notary Public Camp HiH, PA ::umber\~d County My Cor~mlzsicil Expires July 3, 1 ~92 ARNOLD & SLIKE, ATTORNEYS-AT-LAW. 2109 MARKET STREET. CAMP HILL. PA 11011 -----~I--.---.-.- -T ---------:-.--~------~ Calculate the Value of Your Paper Savings Bond( s) Page lof9 T reasuryDirect .M.Y.: A<;.c.9unJ~ . I[e.~t$yr.y.SeJ;:YIlt.i~..s. &-.e.[Q.9r~.m$ . ~arch Center .ejgr.mjIl.9..~~iYing · IQQI~ . cQfJIl...s. .tl.Qffie > IndiYldJJ.aJ. > I.Q.QJ.s > Calculate the Value of Your Paper Savings Bond(s) TOOLS · Sg.Y.tng~Le..Q!1.d.C.gl!:;YJ.at.Qr .S.Q..vLI19.sJiQO d j~jZg.r:.d · SQ.V1D.Q..$ Bon..!;LYaly.eBjes · S9.Y.lng.s.J,3..QO..d_f.R6..J.9J;gtgr . IreaSYIY_.6 i 11!:!...No1e..s..JiQ.nd_s.._&...JI PS_.ER.6J..o_Ggt9.r · Iregs.!JIYJ:!.ynt . E.s..timatIQrLCalcl.!.@tor!:! . Savings Bond Earnings Reports . Redemption Tables Calculate the Value of Your Paper Savings Bond(s) SAVINGS BOND CALCULATOR Value as of: t~~[?ll!l~_... - . Help Series: l~~~~!:'~!....___ Denomination: l!~OOO.._." Bond Serial Number: Issue Date: L____-1 L._.____l - I HOW TO SAVE YOUR INVENTORY I Calculator Results for Redemption Date 09/2006 Total Price: $31,075.00 Total Value: $88,252.88 Total Interest: $57,177.88 YTD Interest: $3,429.76 Bonds: 1-64 of 64 Serial # Series Denom M36414932EE EE $1,000 Issue Date Next Accrual Final Maturity 02/1990 Issue Price 02/2007 Interest 02/2020 Interest Rate $500.00 $714.80 4.00% Value $1,214.BO Note http://www .treasurydirect.~ov /BC/SBCPrice 9/26/2006 _._.._.~_._.-.__.,..-o---..-:-_.- Calculate the Value of Your Paper Savings Bond( s) Page 2of9 - Serial # M36414930EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414929EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414928EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414927EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414926EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 . Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414925EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE . Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414924EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414923EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36114922EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - http://www .treasurydirect.gov IBC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond( s) Page 3 of9 Serial # M36414921EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M36414921EE Issue Date 02/1990 Issue Price $500.00 Value $1,214.80 Series EE Next Accrual 02/2007 Interest $714.80 Note Denom $1,000 Final Maturity 02/2020 Interest Rate 4.00% - Serial # M28306691EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity 03/2019 Interest Rate 4.00% - Serial # M43919567EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919568EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919566EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919565EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919569EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919570EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919571EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - http://www .treasurydirect.~ovIBC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond(s) Page 4 of9 Serial # M43919572EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919573EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M43919574EE Issue Date 03/1992 Issue Price $500.00 Value $1,122.40 Series EE Next Accrual 03/2007 Interest $622.40 Note Denom $1,000 Final Maturity 03/2022 Interest Rate 4.00% - Serial # M8698864EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698863EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698862EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698861EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698860EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698859EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698858EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note http://www . treasurydirect.gov/BC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond( s) Page 5 of9 Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698857EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8698856EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687029EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687028EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687027EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687026EE Issue Date 03/1985 Issue Price $500.00 , Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687025EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687024EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687023EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - http://www.treasurydirect.gov/BC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond(s) Page 6 of 9 Serial # M8687022EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687021EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687020EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687019EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687018EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687017EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687016EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687015EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687014EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687013EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - http://www .treasurydirect.gov/BC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond( s) Page 7of9 Serial # M8687012EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687011EE Issue Date 03/1985 Issu~ Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687010EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M8687009EE Issue Date 03/1985 Issue Price $500.00 Value $1,647.20 Series EE Next Accrual 03/2007 Interest $1,147.20 Note Denom $1,000 Final Maturity 03/2015 Interest Rate 4.00% - Serial # M28306652EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity 03/2019 Interest Rate 4.00% - Serial # M28306645EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity 03/2019 Interest Rate 4.00% - Serial # M28306646EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity 03/2019 Interest Rate 4.00% - Serial # M28306647EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity 03/2019 Interest Rate 4.00% - Serial # M28306648EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note Denom $1,000 Final Maturity . 03/2019 Interest Rate 4.00% - Serial # M28306650EE Issue Date 03/1989 Issue Price $500.00 Value $1,264.00 Series EE Next Accrual 03/2007 Interest $764.00 Note http://www.treasurydirect.gov/BC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond( s) Page 8 of 9 FreedomJ2fl.o!~o...Att I ~ & Guidanc.e I ~.L.~l'i(tti.C.e.s I \tl.e.b.siliL~& ConditiQJJ hUp:/ /www.treasurydirect.govIBC/SBCPrice 9/26/2006 Calculate the Value of Your Paper Savings Bond( s) http://www.treasurydirect.gov/BC/SBCPrice Page 9 of 9 u...S._D.e.Q.artm.en..t.QttneIreas!lr.Y..BJJ.reau.o.Ltb.ePubHc...Debt 9/26/2006 APPRAISAL Personal Property of 114f-.14JJ S1.R/1,v 0 13{) ;:LEc-St::JZ Appraised by Chuck E. Bricker AU094-l ITEM 12<:/, 4#/ H / LL 1.4 / Date&-~-tJ . ITEM VALUE r~UG 2 8 200& ~-- ~ ~ .k ~ /LiM~ A-~ ~_Q II J...v- ~- BRICKERS AUCTION Buy & Sell on Commission - Complete Sale Service 93 Texaco Rd., Mechanicsburg, PA 17055 766-5785 Personal Property of Address Sold At Public Sale Outstanding Total Sale 3:2. "?> :3 , Total Checks / 7, ;2? Total Cash I ;- ..3 d... "7';- Cash After Payout S'"cr D, ~ '0 ./ 3~ ..7 J/ J") J..r :', J- \ Expenses Auctioneer & Clerks '3 ' 0, tJf) ~2;, -, tJd g ~-, d d /2 !J{)( 6 J 8cr 6 QO Adv. Cost prg,,(py- Jef! 5/ F F Y Sale Setup or Help Total Expenses (p~F~ ~ Thank You For Selecting Chuck Bricker, Auctionl>!er & Staff ~ _<_",.",=_:,.~.._""""""..=,'t'~,!)"":"1'/c' ""'_';'.,_;..-;OEl:,:1f'ii!'~:1'c,!!,~.~,,'~~,~,;:::~__;1~, -r'.i:Y,";;"-'~';'~''l; '.c-::' ;',.,!, ",'~;,,""'~:;"" ~+~1')~. ~':!~"""-::'~c''''~''':_''',.,'__'f.'~~._,'I'!;~'!',:''''-T:,",.",".:;"ll;~_, ':'l,V':~-;~~"":'~\l"'F:~'-">":!__":_~'{'1.~~~~7"'f.7':-'~'"'--=T~""""'-" "-",,">;"'''''" . "-'<' :~-'.:-"-:'''T~;, \ \ .Law c!Jffiau of DEBRA K. WALLET 24 N. 32nd STREET CAMP HILL. PA 17011-2917 Email: Walletdeb@aol.com PHONE: (717) 737-1300 PLEASE NOTE: Safe Deposit Box has not been closed out and inventoried. Based upon the representations of the Co-Executrices it contains nothing but documents. W)w..., l!..J~ FAX: (717) 761-5319