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Home My WebLink About06-04-07 --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 0326 Date of Birth 187-16-4121 03/28/2007 02/19/1921 Decedent's Last Name Suffix Decedent's First Name MI DiMARTILE Palmira (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 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes Gregory R. Reed, Esq. (717) 238-0434 Firm Name (If Applicable) First line of address -",,I 3120 Parkview Lane i l~u Second line of address City or Post Office State ZIP Code C',.-~ Harrisburg PA 17111 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. ~;;;NSIBLE~RN_Ej< _____ ~/O7 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J --.J 15056052059 REV-1500 EX Decedent's Name: Palmira DiMartile RECAPITULATION 1. Real estate (Schedule A). ............................................ 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . 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 Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. 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_ 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. 369,222.87 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 L 187-16-4121 Decedent's Social Security Number 8. 373,148.68 5,971.01 379,119.69 9,896.82 9,896.82 369,222.87 369,222.87 55,383.43 15056052059 --.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENTS NAME Palmira DiMartile - ----_.._--~._---_. -----_.~ STREET ADDRESS 128 Briarwood Court File Number 21 07 0326 DECEDENTS SOCIAL SECURITY NUMBER 187-16-4121 ----- -----.- ---~I! STATE--- PA ZIP I i 17011 CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 6. Prior Payments C. Discount (1 ) 55,383.43 2,769.17 Total Credits ( A + 6 + C ) (2) 2,769.17 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 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, Line 20 to request a refund. (4) 6. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (56) 52,614.26 0.00 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 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 or income of the property transferred; .......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... D [i] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. D [i] 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. 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. 99116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 PS. 99116 (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. 99116(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. 99116(1.2) [72 P.S. 99116(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. 99116(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. ESTATE OF: SCHEDULE "E" CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PALMIRA DIMARTILE ITEM NUMBER 1. 2. 3. DESCRIPTION Sovereign Bank CD Account #0575400577 A copy of a letter dated April 18, 2007 from Sovereign Bank is attached hereto, marked Exhibit" 1" and incorporated herein by reference. Members 1 st Federal Credit Union Regular Savings Account #231687-00 Certificate of Deposit #231687-40 A copy of a letter dated April 24, 2007 from Members 1 st Federal Credit Union is attached hereto, marked Exhibit "2" and incorporated herein by reference. AmeriChoice Federal Credit Union Share Account 301 (savings) Certificate of Deposit #60 Certificate of Deposit #61 A copy of a letter dated April 23, 2007 from AmeriChoice Federal Credit Union is attached hereto, marked Exhibit "3" and incorporated herein by reference. FILE NO. 21-07-0326 VALUE AT DATE OF DEATH $ 30,742.35 25.00 100,283.32 25.92 35,000.00 65,000.00 4. Pennsylvania State Employees Credit Union SO 1 Regular Shares 520.56 S04 Moneyhandler .04 C50 60 Month Certificate 92,000.00 A copy ofa letter dated April 19, 2007 from PSECU is attached hereto, marked Exhibit "4" and incorporated herein by reference. 5. Legacy Bank Certificate of Deposit 47,833.31 #100253988 A copy of a facsimile dated May 7, 2007 from Legacy Bank is attached hereto, marked Exhibit "5" and incorporated herein by reference. 6. MetLife Investor ID #80645541 6741 and Met Life Investor ID #806774904012 1.718.18 A copy of a statement from Methlife is attached hereto, marked Exhibit "6" and incorporated herein by reference. TOTAL SCHEDULE "E" $373,148.68 SCHEDULE "F" JOINTLY-OWNED PROPERTY ESTATE OF: FILE NO. 21-07-0326 PALMIRA DIMARTILE A. Lawrence M. "Wagner 128 Briarwood Court Camp Hill, P A 17011 Nephew JOINTL Y-OWNED PROPERTY: Item Date made Description Date of Death %of Number joint Value Asset Decd's Value Interest 1. A. 01128/1987 M & T Bank $ 11,942.02 50% $5,971.01 Checking account See a copy of letter from M & T Bank attached hereto marked, Exhibit "7" and incorporated herein by reference. TOTAL SCHEDULE "F" $5,971.01 SCHEDULE "H" FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF: FILE NO. 21-07-0326 PALMIRA DIMAR TILE ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH A. Funeral Expenses: 1. Brachendorf Memorials $ 185.00 B. Administrative Costs: 1. Personal Representative's Commission 2. Attorney Fees - Gregory R. Reed, Esq. 5,000.00 3. Family Exemption - Lawrence M. Wagner (nephew) 3,500.00 128 Briarwood Ct., Camp Hill, PA 4. Probate Fees 356.00 5. SERS Repayment 15.31 6. Brother's Pizza 230.00 7. Lawrence Wagner (Reimbursement food for wake) 170.46 8. Megan Evans (Tax Preparation Fee) 160.00 9. Golden Ahalo Home Aide (personal care -last illness) 41.88 10. Lifeline Med Alert (personal care -last illness) 38.12 11. Cumberland County Tax Bureau 9.80 12. The Sentinel (Advertise Letters) 115.25 13. Cumberland Law Journal 75.00 TOTAL OF SCHEDULE "H" $ 9,896.82 SCHEDULE "J" BENEFICIARIES ESTATE OF: FILE NO. 21-07-0326 PALMIRA DIMAR TILE A. Taxable Bequests: Lawrence M. Wagner Nephew & Spouse $10,000.00 and Johanna S. Wagner 7/10 of residue 128 Briarwood Court Camp Hill, P A Katherine L. Wagner Great Niece 1/10 of residue 526 West Marshall St., Apt. B West Chester, PA 19380 Zachary Wagner Great Nephew 1110 of residue 1325 North 5th St., Apt. 208 Philadelphia, P A 19122 Dy Ann Ensiminger Cousin 1/20 of residue 534 2nd Street West Fairview, P A 17025 Velma DiMartile Sister- in- Law 1/20 of residue 85 Meadow Run Place Harrisburg, PAl 7112 B. Charitable and Governmental Bequests: ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Sovereign Bank Palmira DiMartile 187-16-4121 March 28, 2007 Account #: 0575400577 Type: In the name of: Palmira Dimartile Date of Death Balance: Int.(YTD) from 1/1/2007 to Accrued interest to date of death: Other Info: CD Open date: 11/10/1998 $30,742.35 3/28/2007 $97.85 $199.08 Page 1 of 1 REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: PALMIRA DIMARTILE Date of Death: March 28, 2007 Social Security Number: 187-16-4121 ~1~ MEMBERS 1st FEDERAL CREDIT UNION 231687 -00 06/21/2003 $25.00 $.00 $25.00 None 231687 -40 06/21/2003 $100,000.00 $283.32 $100,283.32 None ~..ERS aST F 9ERAL CREDIT UNION j ~ ///; ), '$4.1-( f c:'C ~ enise A. Wolfe Insurance Services S ervisor April 24, 2007 5000 Louise Drive. P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.memberslst.org ~ AmeriChoice --- ~FEDERAl CREDIT UNION Building Relationships For Life Apri123,2007 Gregory R. Reed Attorney At Law 3120 Parkview Lane Harrisburg, P A 17111 RE: Estate of Palmira DiMartile SS#187-16-4121 The account is as follows: Account Type # 35040 Share Account #01 (savings) Certificate of Deposit #60 Certificate of Deposit #61 Date Opened 04/24/2003 04/24/2003 06/07/2003 Date of Death Balance $ 25.92 $35,000.00 $65,000.00 I have enclosed a copy of March 2007 statement. The deceased, does not have a safe deposit box with the credit union. If you have any question please contact me at (717)591-1275. Thank you. Sincerely, (Qul M'FL" Beth M. Y orlets Operations Superv or Gl K.UA!.~ LENDER Main Office: 2175 Bumble Bee Hollow Road. Mechanicsburg, PA 17055. Phone: (717) 697-3474. Fax; (717) 697-3713 Website; www.americhoice.org i----'-:-l INCUA !=..,...:::..~I " A II I. I ~ A' S CRJ;'nIT' It.JI^',.IC'~ PSE(~ April 19, 2007 Account # 0187164121 GREGORY REED 3120 P ARKVIEW LANE HARRlSBURG,PA 17111 Dear MR. REED: The following is the status of PALMIRA DIMARTILE's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth NONE 03.29.2007 02.18.1921 Share 801 804 C 50 Description Regular Shares Moneyhandler 60 Month Certificate Open date 04.27.1990 04.27.1990 09.12.2002 Balance $ 520.56 0.04 92,000.00 Accrued Dividend $ 0.48 0.00 300.12 The dividend earned from January 1,2007 through the date of death was $957.46. The decedent had no loans with us. We do not have safe deposit boxes for our members. We need the executor to sign, date and return the enclosed Authorization to Close Account form. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sin'.eWJ:,rel~' ... . ' el1 . - ~LL f . 7 " Meacie Fairfax (; Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . 717.234.8484 . 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . 717.777.2100 (TOO) . 800.472.1967 (TOO) · This credit union is federally insured by the Notional Credit Union Administration. Equal Opportunity Lender www.psecu.com . ...........................-.............. 'v.~Y. i. 2007 2:11PM ........................ LEGACY B,~i~K .. ....... .... ......... ..... .. .......... .....i~.~:. '6S'6T"''P','" f' .. ~ Legacy Banl< .. 4231 TrindJe Road, Camp Hill, PA 17011 (717) 761-7800 The balance as of March 2007 for certificate number 100253988 was $47833.31. Thank you. Legacy Bank 4231 Trind1e Rd Camp Hill, PA 17011 .. . ..:~j~y" .F.io.6r..f.{bh{......LtG.,4C{.8AI~k .... ......................... ........................;~.....6..8.;.i......p.......... I. o. 0 I , . ~. Legacy BanI< 42:31 Trindle Road~ Camp Hill, PA 17011 (717) 761-7800 FACSIMILE TO: FAX: d. ~ '8' 'T)y' (a 0, \ FROM: CAMP HILL PH:717-761-7800 FAX:717-761-9102 DATE: 517{ 01" NUMBER OF PAGES INCLUDING COVER PAGE: SUBJECT: ::::=) - () DI ~- C't"CU-+~ \ C'~ \'1\ \. (" C'-- Please Note: Your Sale Proceeds Check is Attached OMS NO. 1545-0715 BROKER'S Name, Address, ZIP Code, I 2007 Proceeds From Broker and Barter Exchange Transactions Federal Identification Number and I Form 1099-8 Instructions for Recipient Telephone Number: i Substitute COPY B FOR RECIPIENT Brokers and barter exchanges must report proceeds from transactions to I you and to the Internal Revenue Service. This form is used to report Mellon Inveslor Services ."IMPORTANT TAX INFORMATION." these oceeds. I Th' . . . ~ . nd' being I pr 480 Washington Blvd. · · ........... .... m """"""" .. rUd- ._ - - _. d'_ d.' d . . "--rlb-CUSIP Numbef Jersey City, NJ 07310 I furnished to the Internal Revenue Service. If 1a Date of Sale I '/OU are required to file a return, a negligence 05lO9l2OO7 ! 59156R1 0 22-3367522 I penalty or other sanction may be imposed on --- .. "["4 FEDERAL INCOME T t\X WrrHHeLD Telephone: 1-8QO.-649-3593 i ~ ir this income is taxable and the IRS 2 Stocks, Bonds, etc determines that it has not been reported. $1,718.19 $0.00 TO WHOM PAID REPORTED bl1 Gloss Proceeds TO IRS 0 Gross Proceed.. Ies5 commission and options premiufTl$ __"_0.__'__- _________ ....--..... --------- - ------. LAWRENCE M WAGNER EX UW 7. Description PAlMlRE 01 MARTIlE METllFE, INC. 128 BRIARWOOD CT ....------------.-------.1-...-.--. ------ ---. ... CAMP Htll PA 17011-8471 , I"""""" 10 Recipienr.. ldentificalion Numbef on File 124955669552 356n4799 Box 1a. - Shows the trade date of the tranSaction. For aggregate reporting, no entry will be present. Box 1 b. - For broker transactions, may show the CUSIP (Committee on Uniform Security identifICation Procedures) number of the item reported. Box 2. - Shows the proceeds from transactions involving stocks, bonds, other debt obligations, commodities, or f0fW8rd contract&. losses on forward contracts are shown in parentheses. This box does not include proceeds from regulated futures contract&. Report this amount on Schedule 0 (Form 1040), Capital Gain& and losse&. Box 4. - Shows backup withholding. Genefally, a payee- must b8ckup withhold at a 28% rate if you did not furnish your taxpayer idenliflC8lion number to the payer. See Form W-9, Request for Taxpayer Identification Number and CertiflClllion, ror infomtation on b8ckup withholding. Include this amount on your' income tax return as tax withheld. Box 7. - Shows a brief description of the item or seMce for which the proceeds or bartering income is being reported. For regulated futures contract& and forward contracts, "RFC" or other appropriate description may be shown. ---- - ~ - === - - - - - - - - - - - - - - - - ---- ~ For inquiries about your account, contact Mellon Investor Services, MetLife's Transfer Agent: Telephone: 1-800-649-3593 U.S_ Mail: E-Mail: metlife@melloninvestor.com MetLife Internet: www.melloninvestor.com/isd c/o Mellon Investor Services PO Box 4447 South Hackensack, NJ 07606-2047 YOUR ACCOUNT HAS BEEN CLOSED. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT. ~ .. ,~ ,- , r "- , .. c- , ^ IMPORTANT TAX RETURN DOCUMENT ATTACHED ^ -~,.~":,.,..,..":,.:,.,:..:,.:,-...,,,,.:,.:,.~.::::.",..."~..,:,.:,.:.,,:-.,..::,.:,:,.~,.,.,,,.:,.~:::..".:.::,.-,.:,.".".~.::::.::.".:,~:.:,.:,..::.~:,::,::":,:,,~,::,'::,,::,::,::,::,:,::,,,~,,:,,:"".~:.::.'..::,.:,.-:.::.:.,::.-:'.:,.:,.:,.:..:~:..::.::.::.~:.::.,..:::.:,.-:.::...:,..::;:...,::.",.:,.~,.:.,:,.:,.~:.:,.".,:.:,~:.:,.,:.:,.~:.:,.:,.:::.,.-.:,,:.::.::..~:.::.:,.::.::.;..::.:::.:,.~:.:,.::.:..::,.~":",:,:"~,,::,,:,,,::,,,~,,:,,:,,~,,~,:,:,,":'.":"':::'::",~,,:,,::'::',::~,,:,,::':".::.::..::.::.:,,:::,::,::,::,~,::,:::,:,,::,~:,::,::,'::"':::":::...::::.~:.::.::.,:..~,.::.::.:.::..::~:...:,:,.::.;.,:'::':':':"~:":'.::.':..~:.:,.:..,:,.:,.~,.::.::.::.~":::.:,.:..::.:~,.::.::::..-.:::,.:.:::.~:.?:.::.::.~:.::.::.',:::,,:~:,:,,::,:-,':'.~::.'.::~:.::'.::::~:'.:.,..:~ft:~.::.....:~.:.N..:.:.:....:.-. - - - - - - - - - - - - - - - - - - - ~.~.~..~.~.~.~..~.~.~.~ .~.- - ~ - - - - - ~.- - - - - - - - - - - - - - - - - - - -. - - - - - - - - - - - -- .. . . o. . .: ::'.:Dm ~l~~~~~~~~~~~~~~~~~~~~~~~ii~~~~l~~~~{m~~~~~~~~~~~~~i~~i~~l~~~~U~~~~~~~~~~~;~~~~~~!~~~~~~~~~~~~~~~~~~~~~l1~~~~~~~~~~~~~~~~~~~~H~~~~~~Il~~t~f:~~~~I~~~~~~~~~t~~~~~~ SHAREHOlDER OF TRANSACTION DATE DESCRIPTION METlIFE, INC. 05lO9l2OO7 INVESTOR 10 ACCOUNT KEY CHECK NUMBER 124955669552 OIMARTllEPAlM-OFOO 386814 SHARES SOLO PRICE PER SHARE ($) 25.0000 68.7277000 ClOSING TRUST INTEREST BALANCE TAX WITHHELD NET PROCEEDS CUSIP 001 928 59156R10 OPENING TRUST INTEREST BALANCE 25.0000 $0.00 $1,718.19 00.0000 ----------------------------------------------------------~~~~~~~~~~-------------------------------------~~~~~-~~~-~:_~}~--- ~ M&TBank - 3805Trindle Road, Camp Hill, PA 17011 717 737 2308 FAX 7177372303 April 18, 2007 Gregory R. Reed, Attorney at Law 3120 Parkview Lane Harrisburg, P A 17111 Re: Estate of Palmira DiMartile, deceased 128 Briarwood Court Camp Hill, P A 17011 Date of Death: March 28, 2007 SSN: 187-16-4121 Dear Attorney Reed: Per your research request, we have determined that Palmira DiMartile has one (1) account with M&T Bank in the form of an interest-bearing checking account. Please see all applicable information below. Account Title: Palmira DiMartile and/or Lawrence M. Wagner 128 Briarwood Court Camp Hill, PA 17011 Opening Date: January 28, 1987 Date of Death Balance: $11,942.02 + accrued interest $0.31 = $11,942.33 Should you have any questions, or require any additional information, please do not hesitate to contact me at the Trindle Road Branch at (717) 737-2308. Sincerely yours, ~~Rfu,\)L'OoG Cheryl Kirkwood Branch Sales Associate -- LAST WILL AND TESTAMENT OF PALMIRA DiMARTILE KNOW ALL MEN BY THESE PRESENTS, That I, PALMIRA DiMARTILE, of the Township of Lower Allen, County of Cumberland and State of Pennsylvania, do make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and making void any and all former Wills by me at any time heretofore made. FIRST - I direct the Executor or Executrix hereof to pay all my just debts, funeral expenses and costs of administration as soon as conveniently may be done after my death. I further direct the Executor or Executrix hereof to pay all inheritance, estate, transfer and succession taxes which may be levied or assessed upon any property which is included as part of my gross estate for the purpose of any such tax. SECOND - I give, devise, and bequeath to my nephew, LAWRENCE M. WAGNER and his wife, JOHANNA S. WAGNER, or their survivor, in appreciation for his extraordinary efforts on my behalf, the sum of Ten Thousand and 00/100 ($10,000.00) Dollars. THIRD - Title to all my personal property in the house of my nephew, LAWRENCE M. WAGNER, at my death will transfer to him and his wife, JOHANNA S. WAGNER. DO) /~ MZ ill PD W-l W-2 Page 1 FOURTH - I give, devise and bequeath all the rest, residue and remainder of my estate, as follows: {a} Seven Twentieth (7/20) thereof to my nephew, LAWRENCE M. WAGNER; {b} Seven Twentieth (7/20) thereof to my niece by marriage, JOHANNA S. WAGNER; (c) One-tenth (1/10) thereof to my nephew's daughter, KATHERINE L. WAGNER; (d) One-tenth (1/10) thereof to my nephew's son, ZACHARY A. WAGNER; (e) One-twentieth (1/20) thereof to my sister-in-law, VELMA DIMARTILE, on the condition that she survives me. In the event she fails to survive me, then I give and bequeath the one-twentieth (1/20) share designated for the said VELMA DIMARTILE to OUR LADY OF THE BLESSED SACRAMENT CATHOLIC CHURCH at Third and Woodbine Streets In Harrisburg, Pennsylvania; and (f) One-twentieth (1/20) thereof to my cousin, DYANNE B. ENSMINGER. FIFTH - I appoint my said nephew, LAWRENCE M. WAGNER, Executor of this, my Last Will and Testament. In the event of the death, resignation, renunciation or inability to act of my said nephew, LAWRENCE M. WAGNER, then I appoint my said niece by marriage, JOHANNA S. WAGNER, to be Executrix hereof. I do hereby give to the Executor hereof full power, discretion and authority at any time or times to sell, at private or public sale, fcx9 NL- \Ju, PD W-l W-2 Page 2 mortgage, lease, pledge, exchange or otherwise deal with or dispose of the property comprising my estate upon such terms as deemed best, to settle and compound any and all claims in favor of or against my estate as deemed best and, for any of the foregoing purposes, to make, execute and deliver any and all deeds, mortgages, contracts, leases, bills of sale or other instruments necessary or desirable therefor. LASTLY - I direct that no fiduciary appointed by this, my Last Will and Testament, shall be required to give Bond and that if, notwithstanding this direction, any Bond is required by any law, statute or rule of court, no Surety shall be required thereon. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of three (3) pages on the margin of which (except this page) I have affixed my initials this Jb-+.b day of yl)Aj , A.D. 2005. 1~~'11 Signed, sealed, published and declared by PALMIRA DiMARTILE, the above named Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who at her request, and in her presence, and in the presence of each other, have hereunto subscribed our name~ /" r \.u..J -f '" JL;~~ ' t f!..--t2 " < L ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF CUMBERLAND I, PALMIRA DiMARTILE, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by PALMIRA DiMARTILE, the testatrix, this J{m day of me1 ' 2005. 1~A1'~~ PALMIRA "it... DiMARTILE Testatrix ~ ..'"" rlj1'P.OL,' i _ (,:'.....,,<<;.}ti}..-J j Not-ary Public NOTAR!AL SEAL NANCY L. ANDERSON. Notary Public Hampden Twp.. Cumberland County My Commission Expires Jan. 28. 2007 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA :ss COUNTY OF CUMBERLAND We, GREGORY R. REED and SUSAN F. REED, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by GREGORY R. REED and SUSAN F. REED, witnesses, this itM day of (ilCL.u , 2005. I -~~;:J Witness ! ud~ ~ -"\ ;2 4 -fD~~~ Witness /'O'} J l ,#\. . ;.-:."4 7, :j.',' :.: ."--1 ,~~. Notary Public /-;, . / J.. ..- Ti It:-1 ~? ,j-:': I NOTARIAL SEAL . NANCY L. ANDERSON, Notary Public Hampden Twp.. 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