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Home My WebLink About05-22-07 (2) --.J 15056051058 REV-1500 EX (06-05) PA Department of Reveooe '* Bureau of Individual Taxes . PO BOX 280601 Hanisbtl'g, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 21 06 File Number 01134 Date of Birth 188-32-3762 12/0712006 05/05/1905 Decedenfs Last Name Suffix Decedenfs First Name MI Long (If Applicable) Enter Surviving Spouse's Infonnatlon Below Spouse's Last Name Suffix Pauline H Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPUCATE WITH THE REGISTER OF WillS FILL IN APPROPRIATE OVALS BELOW :e: 1. Original Return 2.Sup~rnenmIR~um 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 48. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Mainmined a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under See. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS secnoN MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFlDEN11AL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Esmte 6. Decedent Died Tesmte (Attach Copy of Will) 9. litigation Proceeds Received o 8. Toml Number of Safe Deposit Boxes .' Alice L. Brown Firm Name (If Applicable) (717) 566-7417 >__J- REGISTE't-6f WILLS USE ~y ,.- -.: ::~::; First line of address ..-'-:: 442 North Star Drive \'0.) \'0 Second line of address State ZIP Code :J~. DAT~F1LED - ~ '""J City or Post Office Harrisburg C) c'. PA 17112 Correspondent's e-mail address: Under penalties of petjury, I declare that I have examined this retum, including accompanying schedules and slatemenlS, and to the best of my knowledge and belief, it is true, correct and c;omplela. Declaration of preparer other than the personal representative is based on all information of which praparer has any knowledge. SIGNAtuRE pF PER. SON RES~SIBLE FOR FILING RETURN DATE (i)Lt..J, ,K:. ~~ OS/20/07 ADDRESS 442 North Star Drive Harrisburg, PA 17112 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE OS/20/07 ADDRESS 5774 Hidden Lake Drive Harrisburg, PA 17111 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 -.J ~ --I 15056052059 REV-1500 EX Decedent's Name: RECAPITULATION Pauline H Long 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . .. . . . . . . . . . .. . .. . . . . . .. .. 2. 3. Closely Held COrporation, Parb'lership or SoIe-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & MlsceHaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate BUling Requested .. . . . .. 6. 7. Inter-VIVOS Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate BlUing Requested. . . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . .. . . . . . . .. . . . . . .. .. . . . . . . . . . . . . ." 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage LiabHities. & 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. or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O 45 306,896.71 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 15. 16. 17. 18. 19. TAX DUE. . . . .. . . . . .. ... . . .. . . . . .. . . . . . . .. .. . . . . . . . . . . . .. . . .... . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 188-32-3762 Decedenfs SocIal Security Number 167,291.44 125,409.10 17,474.76 310,175.30 3,278.59 3,278.59 306,896.71 306,896.71 13,810.35 13,810.35 15056052059 -.J REV-1500 EX Page 3 Decedent's Complete Address: 21 File Number 06 01134 DECEDENTS NAME DECEDENT'S SOCIAL SECURITY NUMBER Pauline H Long 188-32-3762 STREET ADDRESS Bethany Village 5225 Wilson Drive Room 48 CITY I STATE I ZIP Mechanicsburg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B.Priorpayments C. Discount 3. InterestlPenalty if applicable D. Interest E. Penalty (1) 13,810.35 12,348.25 685.99 Total Credits ( A + B + C ) (2) 13,034.24 TotallnterestlPenalty ( 0 + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Une 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 776.11 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SA) (58) A. Enter the interest on the tax due. 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 01' income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shaH use the property transferred or its income; ............................................ 0 IXI c. retain a reversionary interest; 01'.......................................................................................................................... 0 ~ d. receive the promise for rife of either payments, benefits 01' care? ...................................................................... 0 r}(J 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receMng adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust to!" or payable upon death bank account 01' security at his or her death? .............. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPlETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~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 zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal benefidaries 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 decedenfs 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-1503 EX+ (6-98) * COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Pauline H. Long fILE NUMBER 21-06-1134 All property JoIntIy-owned with right of survivorship must be disclosed on Schedule F. 4 DESCRIPTION Burlington Northem Santa Fe Corporation, CUSIP 12189T104. common, 300 shares Constellation Energy Group Incorporated, CUSIP 210371100.330 shares Duquesne light Holdings incorporated, CUSIP 266233105, common, 150 shares PPl Corporation, CUSIP 69351 T1 06, common, 460 shares Susquehanna Bancshares Incorporated, CUSIP 869099101, common, 3739 shares VALUE AT DATE OF DEATH ITEM NUMBER 1. 2 3 22,764.00 22,725.45 2,985.00 5 16,704.90 102,112.09 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed. insert additional sheets of the same size) 167,291.44 REV-1508 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Pauline H. Long FILE NUMBER 21-06-1134 Include the proceeds of fitigation and the date the proceeds were received by the estate. All property jolntly-owned with right of survivorllhlp must be dleclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Cash on hand 2 M&T Bank, Checking Account #56214464 3 M&T Bank, Certificate of Deposit, Account #031 003914375984 4 M&T Bank, Certificate of Deposit, Account #031003914376148 5 Cash in Amerprise Money Market, Account #51309797 2 021 6 Prudential Financial Annuity, Contract # EOS162007-A 7 2006 Federal Income Tax Refund VALUE AT DATE OF DEATH 8 Commonwealth of PA, State Employee's Retirement System, Final Settlement of Account 3.66 59,318.24 15,353.36 25,267.01 8,501.97 2,532.71 13,880.00 272.90 9 Clothing 10 Furniture (1 lamp, 1 lamp table) 11 Costume jewelry 12 TV set 100.00 25.00 50.00 50.00 13 Refund Asbury Community Inc. (Bethany) for hospice supplies 54.25 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 125,409.10 REV-1509 EX+ (6-98* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Pauline H. long FILE NUMBER 21-06-1134 If an nset _1IIIde joint wiIhin _ ,... t:I the decedent's .. t:I...... it must .. ..porIIId on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Alice L. Brown 442 North Star Drive Harrisburg, PA 17112 Daughter B. James R. long 5774 Hidden lake Drive Harrisburg, PA 17111 Son 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 NUMBER OR SIMILAR DATE OF DEATH DECD'S VALU E OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTER EST DECEDENTS INTEREST 1. A. 12107/00 M&T Bank, Cerlificate of Deposit, Account #031003916422684 11,741.55 50 5,870.78 2 B 12107/00 MaT Bank, Certificate of Deposit, Account #031003915119109 23,207.96 50 11,603.98 TOTAL (Also enter on line 6, Recapitulation) $ 17,474.76 (If more space is needed. insert additional sheets of the same size) REV-1511 EX+ (12-99)* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATM COSTS ESTATE OF Pauline H. Long FILE NUMBER 21-06-1134 Debts 01 decedent must be reported on Schedule I. ITEM NUMBER A. B. 1. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Jesse H. Geigle Funeral Home, Inc. Additional expenses over and above prepaids Minister (Harold $. Fox) Tombstone Engraving (I. Diller & Sons, Quarryville. PAl 93.00 250.00 150.00 2 3 ADMINISTRATIVE COSTS: Personal Repnlsentative's Commissions Name of Personal Repnlsentative(s) Alice L. Brown Social Security Number(s)IEIN Number of Personal Representative(s) 181-32-5674 Street Address 442 North Star Drive 0.00 City Harrisburg Year(s) Commission Paid: .StatePA Zip 17112 2. Attorney Fees 55.00 3. Family Exemption: (If decedenfs addresS is not the same as claimanfs, attach explanation) Claimant Street Address City State ,Zip Relationship of Claimant to Decedent 4. Probate Fees 448.00 5. Accountanfs Fees 0.00 6. Tax Retum Preparer's Fees 215.00 7. Advertising the estate (Cumberland Law Journal & The Patriot News) PA 2006 Estimated Income Tax Payment PA 2006 Income Tax Payment Alert Pharmacy (Bethany Village) for medication Skilled Nursing Care (Bethany Village) Copies & Postage 220.40 40.00 81.00 51.02 1,666.77 8.40 8 9 10 11 12 3,278.59 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Pauline H. Long FILE NUMBER 21-06-1134 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S} RECEIVING PROPERTY Do Not List Trustee(s} OF ESTATE I TAXABlE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J 1. Alice L. Brown 442 North Star Drive, Harrisburg, PA 17112 Daughter Equal share (1/3) 2. James R. Long 5774 Hidden Lake Drive, Harrisburg, PA 17111 Son Equal share (1/3) 3. John D. Long 3001 Mayfred Lane, Camp Hill, PA 17011 Son Equal share (1/3) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE. ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REY-1500 COYER SHEET $ (If more space is needed. insert additional sheets of the same size) LAST WILL AND TESTAMENT OF PAULINE H. LONG I, PAULINE H. LONG, of Mechanicsburg, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, JAMES R. LONG, JOHN D. LONG and ALICE L. BROWN, provided that should any of my children predecease me, I give and bequeath such child's share, in equal shares, to my surviving children as set forth herein. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for ,such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (8) To make distributions to my herein named benefici- arles in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of paYment under any qualified retirement plan (pension plan, profit shari~g plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rigl}ts which they may have under the plan, in whatever manner they consider advisable. 2 THIRD: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FOURTH: All interests hereunder, whethe~ principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. FIFTH: I nominate and appoint my daughter, ALICE L. BROWN, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said ALICE L. BROWN, I nominate and appoint my sons, JAMES R. LONG and JOHN D. LONG, Co-Executors of this, my Last Will and Testam~nt. I direct that my Executrix or Executors, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my h~nd and seal to this, my Last Will and Testament, this g:24 day of , ,2004. <" ) // \ ..__/~~nc::/'" ~~~ J/ \ PAULINE H. LONG 3 Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ..~.-.-.~ i-'" . ,~~,!.i il -\"" Address t, ";"1,,1 Address 4 Register of Wills of Cumberland County, Pennsylvania OATH OF SUBSCRIBING WITNESS Estate of Pauline H. Long No. also known as , Deceased James D. Bogar and Bonnie L. Williams (each) a subscribing witness to the 0 codicil(s) [!] will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that shelhe/they was/were present and saw the above Testator(rix) sign the same and that shelhe/they signed as a witness at the request of Testator(rix) in hislher/their presence and [!] in the presence of each other 0 in the presence of the other subscribing wiitness(es). James D. Bogar One West Main Street Shiremanstown, PA 17011 (~~s) , ~. ct ":5tm n l1> c1. 1~&2t O/YfvO (Signature) Sworn to or affirmed and subscribed Bonnie L. Williams One West Main Street Shiremanstown, PA 17011 (Address) before me this / q HL- day of ~M~du~, ;?Ou0> (;) _u:if 4 Atl C;(L-.-'- . i/ Notary Public My Commission Expires: (Signature and seal of Notary or. other official qualified to administ..r oaths. S\;OW date of expiration of Notary's comlTl:l',sio?) , (Signature) (Address) NOTE: To be taken by officer authorized to administer oaths. NOTARIAl SEAL ~ se have present the original or copy of instrument(s) SHIRE~ROl A. BOGAR. NOTARY PUBLl6 at ti Ine of notarization. I'.ANSTOWN BORO., CUMBERlAND Co. Prepared by the Penr)S~lvani& Bar AssociaiiorJ MY COMMISSION EXPIRES NOY. 13 2007 Copyright (c) 2004 form Solt,W:;"d Cli',ly In... l.(jCI<Mr Group, Inc, Form #RW-2 (1991) Beneficiary Information We have the following beneficiaries on record for the deceased's accounts. Account Number: 000513097972021 Designation: <Not applicable for this product.> Client Name: Date of Death: PAULINE H LONG 12/07/2006 Account: Valuation Date: 51309797 2 021 12/07/2006 Estimated Values '" ."~;r.:""" "':"'-.;~r"'''' The above information was provided by Wayne Logue of Ameriprise Financial, Inc., 342 N Front St., Wormlesburg, Pa, 717-975-0202 I! M8fI'Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 December 27. 2006 Alice Brown, Executrix Estate of: Pauline H Long 442 Northstar Drive Harrisburge, Pennsylvania 17112-8979 Re: E~ate of;1auZiT!~ H Lo!!9. Account Number: 56214464, 31003914375984, 31003914376148, 31003915119109&31003916422684 Date of Death: December 7, 2006 Dear Sir or Madam: Per a memo from Tammy Panagos at M& T Bank, dated December 19,2006, please be advised at the time of death, the balance on the above referenced account was: 1. Type of Account Checking Account Account Number 56214464 Ownership (Names of) Pauline H Long * Opening Date 08/28/64 $59,315.50 Balance on Date of Death Accrued Interest $ 2.74 Total ......$59, 318:24.....=:. 2. Type of Account Certificate of Deposit Account Account Number 031003914375984 Ownership (Names of) Pauline H Long * Opening Date 04/04/88 $15,150.00 $ 203.36 Closeq 12/22/06 Balance on Date of Death Accrued Interest Total 5,353.36 ..... 3. Type of Account Certificate of Deposit Account Account Number 031003914376148 Ownership (Names of) Pauline H Long * Opening Date Total 10/10/91 $25,000.00 $ 267.01 ""$25,26ioim Closed 12/22/06 Balance on Date of Death Accrued Interest 4. Type of Account Certificate of Deposit Account Account Number 031003915119109 Ownership (Names of) Pauline H Long, James R Long * Opening Date 12/09/05 $23,135.34 Balance on Date of Death Accrued Interest $ 72.62 Total """$23;20i"96". 5. Type of Account Certificate of Deposit Account Account Number 031003916422684 Ownership (Names of) Pauline H Long, Alice L Brown * Opening Date 08/14/06 $11,584.10 $ 157.45 Balance on Date of Death Accrued Interest Total 1,741.55 * For further account information, regarding ownership, closures and/ or reimbursement of funds, etc., please contact the Colonial Park Drive Office at # 717-255-2233. M & T Bank DOD Unit / Record::? Management Page: 1 Document Name: untitled CULO ACTION: COlD BALANCE T PAULINE H LONG T JAMES R LONG A 442 NORTHSTAR DR C'HARRISBURG PA 17112-8979 ACPR 2 CIS ACCOUNT/PRODUCT PROFILE 07/02/09 11.13.01 CO 96 OP EBRN / MS 64000 ACTION SUCCESSFUL INQ (INQ NXT NXTCUS NXTACR NXTRMK ACDT ACDE) 96 PRODUCT CDA ACCOUNT 031003913905807 EMPLOYEE SENSITIVITY 0 ST 08 SUB-PRD CL SSN/TID: 188323762 CD 0 LINE 1 CNTRY OFF1- 06129 OFF2- 99999 BRANCH------------- 6129 COST CENTER------ 6129 OPEN DATE-------- 1001207 CLOSE DATE------- 1051209 CURRENCY----------- LAST MAINT. DATE- 1040614 ACTN: CUPR SEQ- COID- 0001 96 0002 96 RELATED CUST CUSTOMER---------------~--------------- JAMES R LONG PAULINE H LONG o MER S NEXT: 1 TIE- REL----- APSP OWNER % 24 JOINT PR NNN 100.0000 2 JOINT SC NNN 100.0000 U N T S NEXT: 1 REL----- APSP OWNER % R E LA TED A C CO SEQ- COID- PRD ACCOUNT---------------- REMARKS 0001 PLACED 1030704 EXP. DATE~999999 ALLFIRST ACCT NO PLACED EXP. DATE NEXT: 80000002151079 1 The above information was provided by Tammy L. Panagos, Assistant Branch Manager, M&T Bank, 4950 Jonestown Road, Harrisburg, PA 17109, 717-255-2233, Th~ purpose was to show that the joint account was established December 7, 2000. Accordmg to Ms. Panagos the M&T date format is: century, year, month, day, i.e., 1001207. Date: 2/9/2007 Time: 11:13:43 AM Page: 1 Document Name: untitled CULO ACTION: COlD BALANCE T PAULINE H LONG T ALICE L BROWN A 442 NORTHSTAR DR C HARRISBURG PA 17112-8979 ACPR 2 CIS ACCOUNT/PRODUCT PROFILE 07/02/09 11.11.23 CO 96 OP EBRN MS 64000 ACTION SUCCESSFUL INQ (INQ NXT NXTCUS NXTACR NXTRMK ACDT ACDE) 96 PRODUCT CDA ACCOUNT 031003913905790 EMPLOYEE SENSITIVITY 0 ST 08 SUB-PRD CL SSN/TID: 188323762 CD 0 LINE 1 CNTRY OFF1- 06129 OFF2- 99999 BRANCH------------- 6129 COST CENTER------ 6129 OPEN DATE-------- 1001207 CLOSE DATE------- 1051213 CURRENCY----------- LAST MAINT. DATE- 1040614 ACTN: CUPR SEQ- COID- 0001 96 0002 96 RELATED CUST CUSTOMER------------------------------- ALICE L BROWN PAULINE H LONG o MER S NEXT: 1 TIE- REL----- APSP OWNER % 20 JOINT PR NNN 100.0000 2 JOINT SC NNN 100.0000 U N T S NEXT: 1 REL----- APSP OWNER % RELATED ACCO SEQ- COID- PRD ACCOUNT---------------- REMARKS 0001 PLACED 1030704 EXP. DATE 9999999 ALLFIRST ACCT NO PLACED EXP. DATE NEXT: 80000002151078 1 The above information was provided by Tammy L. Panagos, Assistant Branch Manager, M&T Bank, 4950 Jonestown Road, Harrisburg, PA 17109, 717-255-2233. Th~ purpose was to show that the joint account was established Decemb~ 7, 2000. Accordmg to Ms. Panagos the M&T date format is: century, year, month, day, i.e., 1001207. According to Ms. Panagos the CD Opening Dates (as shown on the previous page) change whenever the terms of the CD are changed. Therefore, the Opening Dates on the previous page reflect the most recent term changes and not the original Opening Dates of the joint CDs. Date: 2/9/2007 Time: 11:12:06 AM