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Home My WebLink About06-20-07 (2) 15056051047 REV-1500 EX (06-05) INHERITANCE TAX RETURN RESIDENT DECEDENT PA Department of Revenue Bureau of Individual Taxes PO Box 280601 Hamsb~g,PA1712~1 ENTER DECEDENT INFORMATION BELOW Social Sllc:lJrity Number Date of Death Date of Birth ~~ ITTI Decedenfs First Name G o ITTI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return c:::::> 4. Limited Estate ~ c:::::> c:::::> c:::::> o 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required c:::::> c:::::> c:::::> c:::::> CORRESPONDENT - THIS SECTION MUST BE COMPLETED. NlBTle 48. Future Interest Compromise (date of death after 12-12~2) 7. Decedent Maintained a Living Trust (Attach a Copy of Trust) 10. Spousal Poverty Credit (date of death c:::::> 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch 0) ALL CORRESPONDENCE AND CONFIDENTIAl TAX INFORMATION SHALL BE DIRECTED TO: ~~~ 8. Total Number of SDB's 6. Decedent Died Testate (Allach Copy of Will) 9. Litigation Proceeds Received ~ ~ ~ ::r toandrews@pa.net V? DATE -o? DATE &-/2.,-D7 Side 1 L 15056051047 15056051047 bqs;). "''':; = c:.-.;::,:) --I <- c:: ~ N o ; C) I "';"1 'j).:-:.l - , I J 15056051047 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO Box 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Date of Death Date of Birth ~ o:I:illITIJTIIi Suffix Decedent's First Name DIJ INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONL County Code Yea ~ Suffix DIJ DATE AD SS 106 Ten Eyck Place, No 7, Guilderland, NY 10284 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 78 W. Pomfret St., Carlisle, PA 17013 Side 1 L 15056051047 15056051047 ~ lSDSbDS2D4! REV-1500 EX Decedent's Name: RECAPITULATION 1. Real estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested 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) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Sub'eet to Tax Line 12 minus Line 13 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 _ $0.00 16. Amount of Line 14 taxable at lineal rate x .045 $51,359.25 17. Amount of Line 14 taxable at sibling rate x .12 $0.00 18. Amount of Line 14 taxable at collateral rate x .15 $0.00 19. TAX DUE 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L Side 2 lSDSbDS2D4! 1.1 2./ 3.1 4./ 5.1 6.1 7.1 $0.00 $40,867.51 $0.00 $7,112.36 $34,245.35 $104.46 8. $82,329.68 9.1 10.1 11./ 12./ 13.1 $15,532.87 $15,437.56 $30,970.43 $51,359.25 $0.00 14. $51,359.25 15 $0.00 16 $2,311.17 17 $0.00 18 $0.00 191 $2,311.171 c:::> lSDSbDS2D4! J REV-1500 EX Page 3 File Number Decedent's Complete Address: Decedent's Name MERLE N. BISH STREET ADDRESS 1822 HEISHMAN GARDENS CITY STATE CARLISLE Tax Payments and Credits: 1. Tax Due 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discounts PA Total Credits (A+B+C) 3. InteresUPenalty if applicable D. Interest E. Penalty 4. TotallnteresVPentalty (D+E) 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 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. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT (1) (2) (3) (4) (5) (5A) (58) 21-06-3707 ZIP 17013 $2,311.17 $0.00 $0.00 $2,311.17 $2,311.17 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: b. retain the right to designate who shall use the property transerred or its income: c. retain a reversionary interest: or d. retain the promise for life of either payments or care? 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? D D D D W D D ~ W W W D W W 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 3% [72P.S. Sec. 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. Sec. 9116(e)(1.1)(ii)]. The staMe does not exempt a 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 sUlViving 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 deseased child twenty-<>ne years of age or younger at death to or for the use of a natural parent, an edoptive parent, or a stepparent of the child is 0% [72 P.S. Sec. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decadent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decadent, whether by blood or adoption. SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER MERLE N. DISH 21-06-0952 ITEM NUMBER All property jointly-owned with Right of Survivorship must be disclosed on Schedule F DESCRIPTION VALUE AT DATE OF DEATH JennisonDryden funds acct: 03900081687 $4,214.06 2 JennisonDryden funds acct03900082995 IRA $27,606.28 3 Prudential Financial Inc. 121 shares @ $74.77 $9,047.17 TOTAL (also on line 2, Recapitulation) $40,868 Mutual Funds from Prudential Financial Jennison Drydert' 100 STRATEGIC PARTNERS'M Page 1 of 4 Your Representative BERGER & SOLOMON INC PRUCO SECURITIES LLC CNAX (914)647-5000 - -- - - !iiii!!!!ii! = ;;;;;;;;;;;; iiiilIiliiiii = ii!i!;;! = ~ - - = - == = OOOOI"Z MAIL TO: MERLE N BISH 1822 HEISMAN GARDENS CARLISLE PA 17013 Your SSNlTin': ON FILE Your Account 03900081687 Non-Retirement Mutual Fund Statement. July 1, 2006 to September 30, 2006 Investment Summary Investment Allocation Opening Balance on July 1 , 2006 Addition8 Subtraction8 Inve8tment Re8ult8 Closing Balance on September 30, 2006 Personal Performance * Thl8 Period +3.64 % Year To Date +10.38 % $4,065.90 $0.00 $0.00 +$148.16 $4,214.06 Equity 100% Dividends $0.00 $0.00 Capital Gains $0.00 $0.00 * CaIoulaled u.ing . dollar-w.ighted !lilt. of return melhod for the period(.) lilted. Re.ulla are baaed on your .peolfic aotivity and may not reflect overall fund performanoe. Standardized fund performanoe i. available by .peaking with your financial profellional or by villiting www.prudential.oom. Note: There are other pereonal performance formulal that may yield different figurel, and put performance ill not indicative of future relulla. Mutual funds from Prudential Financial Jennison Dryderr 100 STRATEGIC PARTNERS'M Page 1016 Your Representative BERGER Bt SOLOMON INO PRUOO SEOURITIES LLO ONAX (914)647-5000 00D01"Z PRUDENTIAL TRUST COMPANY CUST FOR THE IRA OF MERLE N BISH 1822 HEISMAN GARDENS CARLISLE PA 17013 Your SSNlTln': ON FILE Your Account 03900082995 Retirement Mutual Fund Statement. July 1, 2006 to September 30, 2006 .. = - -= === - Investment Summary Opening Balance on July 1 , 2006 Additions Subtraotlons Inveltment Results Olollng Balance on September 30, 2006 Personal Performance * Thll Period +3.64 % Year To Date +15.28 % Investment Allocation $26,636.63 $0.00 $0.00 +$969.65 $27,606.28 Equity 100% Dividends $192.43 $507.45 Capital Gains $0.00 $179.33 * CaIoulated Ulinll a dolJ...._illhted rate of retum method for the period(.) Hated. Re.ulta are baaed on your .peoifio lIOtivity and may not reflect overall fund performance. Standardized fund performanoe I. available by .pe8kin1l with your financial plllf_ional or by villllin; www.prudentiai.oom. Note: There are other peraonal performance formulaa that may yield different fillum, and put performanoe iI not indicative of future ....ultl. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY ESTATE OF FILE NUMBER MERLE N. DISH 21-06-0952 ITEM NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate All property jointly-owned with Right of Survivorship must be disclosed on Schedule F DESCRIPTION VALUE AT DATE OF DEATH M&T Bank Certificate of Deposit 031003913904065 $6,457.51 2 Suburban Energy Services - credit balance $154.85 3 Tangible personal property $500.00 4 5 6 7 TOTAL (also on line 5, Recapitulation) $7,112.36 m1 MBffBank 499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 February 13,2007 Andrews & Johnson Attorneys At Law 78 West Pomfret Street Carlisle, Pennsylvania 17013 Re: E.$.tql~JJ.i:_Merk.lfJ3ish Social Securitv: 190-20-3707 Date of Death: September 23. 2006 Dear Sir or Madam: Per your inquiry dated February 05, 2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 15597474 Ownership (Names of) Merle N Bish, Terry R Bish * Opening Date 10128/73 Balance on Date of Death $3,594.25 Accrued Interest Total $ 0.02 .--jI594j;y------.--------..------------------..-------..-..---.-----------..------ 2. Type of Account Certificate of Deposit Account Account Number 031003913904065 Ownership (Names of) Merle N Bish * Opening Date 01114102 Balance on Date of Death $6,400.80 $ 56.71 Accrued 1nterest Total $6,457.51 Please be advised, there was no safe deposit box fowidfoi-dieabo~e-decedeiit-------*-For--i~e~-acco~iit--information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717- 2404536. Sincerely, ~'l'~re~". Nancy Clagett Records Management SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER MERLE N. DISH if an asset was made joint within one year of the decedent's death, it must be reported on Schedule G Surviving Joint Tenant (s): NAME 21-06-0952 ADDRESS RELATIONSHIP TO DECEDENT A Terry Bish B Catherine Shellenberger C 1276 N. Wayne St., Apt 920, Arlington, VA 22201 P.O. Box 394, Lewisberry, PA 17339 son daughter Jointlv-owned property: ITEM NUMBER LETTER FOR DATE MADE 10INT DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VALUE OF DECD'S % INT. DOLLAR VALUE OF DECEDENT'S 10INT TENANT INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR ASSET INTEREST IDENTIFYING NUMBER. ATTACH DEED FOR 10lNTL Y -HELD REAL ESTATE 1 B 14-Apr-06 CD 273597-46 at Members' 1st $1,516.11 50% $758.06 2 A 26-May-06 Sav Acct 273597-00 at Members' 1st $528.06 50% $264.03 3 A 26-May-06 Ckg Acct 273597-11 at Members' 1st $779.26 50% $389.63 4 A 26-May-06 Ckg Acct 15597474 at M&T Bank $3,594.27 50% $1,797.14 5 B 05-Jun-03 house at 1822 Heishman Gardens $62,073.00 50% $31,036.50 Carlisle, P A 17013 - unsold Deed is attached Parcel 29-17-1585-238 tax assessment: $54,450 Common Level Ration is 1.14 Adjusted assessment: $62,073 TOTAL (also on line 6, Recapitulation) $34,245.35 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 Date Added to Account CHECKING 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 Date Added to Account CERTIFICATES 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 ~ MEMBERS 1st FEDERAL CREDIT UNION 273597-00 10/26/2005 $527.74 $.32 $528.06 Terry Bish May 26, 2006 273597 -11 10/26/2005 $779.26 $.00 $779.26 Terry Bish May 26,2006 273597 -46 04/14/2006* $1,511.65 $4.46 $1,516.11 Catherine Shellenberger *Purchased by transfer of funds from 273597-00. Estate of: MERLE N. BISH Date of Death: September 23,2006 Social Security Number: 190-20-3707 M~':ERS 1ST FEDERAL C~ER'.! UNION ~~J6.~ULi~ Danielle A. Kline Insurance Services Specialist March 14,2007 5000 Louise Drive · P.o. Box 40 · Mechanicsburg, Pennsylvania 17055 · (717) 697-1161 · www.members1st.org m1 M&fBank 499 Mitchell Road, MiI1sboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 February 13, 2007 Andrews & Johnson Attorneys At Law 78 West Pomfret Street Carlisle, Pennsylvania 17013 Re: E.sJ~J!UJ.i:._Merl~.N Bish Social Security: 190-20-3707 Date of Death: SeDtember 23. 2006 Dear Sir or Madam: Per your inquiry dated February 05,2007, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 15597474 Ownership (Names of) Merle N Bish, Terry R Bish * Opening Date 10/28/73 Total $3,594.25 $ 0.02 '--$j~594:27---------'--------------'-'----------------...--.....------.---------------- Balance on Date of Death Accrued Interest 2. Type of Account Certificate of Deposit Account AccOlmt Number 031003913904065 Ownership (Names of) Merle N Bish * Opening Date 01114/02 Balance on Date of Death $6.400.80 $ 56.71 Accrued Interest Total $6,457.51 Please be advised, there was no safe deposit box fOWld for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the High Street Carlisle Office # 717- 240-4536. Sincerely, ~~~t:C~.. Nancy Clagett Records Management Tax ill No. DEED MADE THE 5th day of June in the year of our Lord two thousand three (2003) BETWEEN MERLE N. BISH, single man, of North Middleton Township, Cumberland County, Pennsylvania GRANTOR and MERLE N. BISH and CATHERINE SHELLENBERGER, of Lewis berry, York County, Pennsylvania, GRANTEES WITNESSETH, that in consideration of One Dollars ($1.00), in hand paid, the receipt whereof is hereby acknowledged, the said Grantors do hereby grant and convey to the said Grantees, their heirs and assigns, as joint tenants with the right of survivorship: ALL THAT CERTAIN tract ofland, together with the improvements thereon erected, situate in North Middleton Township, Cumberland County, Pennsylvania, bounded and described in accordance with survey of Carl D. Bert, Registered Surveyor, dated October 12, 1978, as follows: BEGINNING at a point on the south side of Heishman Gardens Drive, said point being at the dividing line between Lots Nos. 1820 and 1822 on the hereinafter mentioned Plan of Lots; thence by Lot No. 1820, South 15 degrees 29 minutes 49 seconds East 105.53 feet to a point; thence by the same and through the center of a party wall dividing the dwelling herein conveyed from the dwelling house known as 1820 Heishman Gardens Drive, South 73 degrees 06 minutes 41 seconds East 57.00 feet to a point in line of land now or formerly of David W. Smith; thence by the same South 06 degrees 34 minutes 51 seconds West 86.83 feet to a point at the dividing line between Lots Nos. 1822 and 1824 on the hereinafter mentioned Plan of Lots; thence by Lot No. 1824 North 34 degrees 44 minutes 09 seconds West 151.06 feet to a point; thence by the same, North 01 degrees 34 minutes 15 seconds West 84.02 feet to a point on the south side of Heishman Gardens Drive; thence by the same, South 76 degrees 57 minutes 58 seconds East 16.00 feet to appoint, the place of BEGINNING. BEING Lot No. 1822 on the Plan of Lots known as Heishman Gardens, as recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Plan Book 19, Page 43. HAVING thereon erected a dwelling, being the western half of a duplex and being known as No. 1822 Heishman Gardens Drive. TOGETHER WITH a right-of-way for purposes of ingress, egress and regress over, upon and through the "driving and parking" area as shown on the on the aforesaid Plan of Lots. SUBJECT, nevertheless, to a right-of-way in favor of the owners oflots Nos. 1820, 1824, 1826, 1828 and 1830, their heirs and assigns, for purposes of ingress, egress and regress over, upon and through the "drive and parking" area designated on the aforesaid Plan of Lots. The duty to maintain the "driving and parking" area shall be shared equally by the owners of the said Lots Nos. 1820, 1822, 1824, 1826, 1828 and 1830. SUBJECT, further to an easement and/or right-of-way over, under and through the "drive and parking" area aforesaid in favor of the Carlisle Suburban Authority, its successors and assigns, for the maintenance, repair, and/or replacement of the water and sanitary sewer lines situate thereunder. BEING the same premises which Garrett L. Heishman and Geraldine C. Heishman, husband and wife, by their deed dated October 19, 1978, and recorded in the Office of the Recorder of Deeds in and for Cumberland County in Deed Book D, Volume 28, Page 171, granted and conveyed unto Merle N. Bish, Grantor herein. ----~-- And the said GTaniors hereby covenant and agree that they will warrant-specially the propertY hereby conveyed. This is a non-taxable transfer for Pennsylvania Transfer Tax purposes from father to father and daughter and therefore is exempt from transfer tax. IN WITNESS WHEREOF, the said Grantor has hereunto set his hand and seal the day and year first above written. SIGNED, SEALED AND DELIVERED IN THE PRESENC OF ~ /7 &:.z2 (SEAL) er eN. Bish COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) ON THIS, the S- day of ~l'\..e... ,2003, before me, the undersigned officer, personally appeared Merle N. Bish, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WI1NESS WHEREOF, I hereunto set my hand NOTARIAL SEAL SHELLY SEXTON, Notary Public Carlisle Bora, Oumberland County My Commission Expires April 26, 2007 (SEAL) I do hereby certify that the precise residence and complete post office address of the within- named Grantee(s) is: Date: Attorney for COMMONWEALTH OF PENN8YL VANIA) : 88. COUNTY OF CUMBERLAND ) RECORDED on this day of , A.D. 20-, in the Recorder's Office of the said County, in Deed Book , Page Given under my hand and the seal of the said Office, the date above written. , Recorder TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 29-17-1585-238. in the 2004 Tax Assessment Database DistrictNo 29 Parcel_ID 29-17-1585-238. MapSuffix HouseNo 1822 Direction Street HEISHMAN GARDEN DRIVE Ownerl BISH, MERLE N C/O & CA TIffiRINE SHELLENBERGER PropType R PropDesc Liv Area 672 . CurLandVal 15000 CurImpVal 39450 CurTotVal 54450 CurPretval Acreage .09 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo 06 SaleDa 09 SaleCe 20 SaleYr 03 DeedBkPage 00257-02469 YearBlt 1967 HF _File_Date HF _Approval_Status http://taxdb.ccpa.net/details.asp?id=29-17-1585-238.&dbselect=1 5/23/2007 SCHEDULE G TRANSFERS ESTATE OF FILE NUMBER MERLE N. DISH 21-06-0952 This schedule to be completed and tiled if the answer of the question on the reverse of the cover is yes. ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD.% EXCLUSION TAXABLE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT NUMBER AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. OF ASSET !NT (if applicable) VALUE 1 Members' 1st CD 273597-46 $1,516.11 50.0% $3,000.00 $0.00 opened in joint names with daughter, Catherine Shellenberger on 4/14/2006 2 Members' 1st account 273597-11 $779.26 50.0% $779.26 $0.00 opened in joint names with son, Terry R. Bish on 5/26/2006 3 Members' 1st account 273597-00 $528.06 50.0% $528.06 $0.00 opened in joint names with son, Terry R. Bish on 5/26/2006 4 M&T Bank account 15597474 $3,594.27 50.0% $1,692.68 $104.46 opened in joint names with son, Terry R. Bish on 5/26/2006 TOTAL (also on line 7, Recapitulation) $104.46 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF MERLE N. BISH FILE NUMBER 21-06-0952 ITEM NUMBER A. 1 2 B. 2 3 4 5 6 7 8 9 10 11 12 14 15 16 17 18 19 Debts of decedent must be reported on Schedule I. DESCRIPTION Funeral Expenses: Buse Funeral Home Custom Design Monuments Administrative Costs: Personal Representive Commissions Name of Personal Representative(s) Social Security Number of Personal Representative: Street Address: 1276 N. Wayne St., Apt 920 City: Arlington State: VA Zip: Name of Personal Representative(s) Ignacia Moreno Social Security Number of Personal Representative: Street Address: 106 Ten Evck Place, No.7, City: Guilderland State: NY Zip: Year(s) commissions paid: 2007 Attorney fees to Andrews & Johnson Family Exemption Claimant Street: City: Relationship of Claimant to Decedent: Probate Fees to Register of Wills Accountant Fees Tax Return Preparer's Fees Cumberland LJ - legal advertisement The Sentinel - legal advertisement York Waste Disposal - disposal of decedent's property Travel/lodging Expenses for Terry Bish & Igancia Moreno as Executors from DC & NY to Carlisle for duties: Postage Moving and storage of personal property Notary Packing supplies Terry B ish 22201 10284 State & Zip to Patricia Rosendale, CPA TOTAL (also on line 9, Recapitulation) AMOUNT $4,134.42 $1,108.00 $1,535.00 $1,535.00 $4,700.00 $255.00 $450.00 $75.00 $180.59 $41.67 $596.13 $70.60 $788.47 $10.00 $52.99 $15,532.87 SCHEDULE I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER MERLE N. DISH 21-06-0952 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrcimburscd medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH Bank of America - Visa $649.36 2 Cingular $86.62 3 Dish Network $137.13 4 Sprint/Embarq $104.96 5 Bank of America - credit line $14,459.49 TOTAL (also on line 10, Recapitulation) $15,437.56 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER MERLE N. DISH 21-06-0952 ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outright spouso1 distribulioos. and transfers _ See. 9116(.)(1.2)] 1 David Bish, P.O.Box 615, Des Allemands, LA 70030 son 1/4 of estate 2 Linda Richardson, C/O Lisa M. Danuser daugher 1/4 of estate 14150 Rockinghorse Dr., Woodbridge, V A 22193 3 Catherine Shellenberger, P.O. Box 394, Lewisberry, PA daughter 1/4 of estate 17339 4 Terry Bish, 1276 N. Wayne St., Apt. 920, Arlington, V A son 1/4 of estate 22201 II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 ~ f' LAST WILL AND TESTAMENT OF MERLE N. BISH I, MERLE N. BISH, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and estate taxes occasioned by my death and incurred with respect to property passing by this Will. ITEM II. I bequeath my automobiles, personal effects, household goods, and other tangible personal property oflike nature (not including cash or securities), together with any existing insurance thereon, as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my automobiles, personal effects, household goods, and other tangible personal property oflike nature (not including cash or securities) not referenced by such memorandum, I bequeath such property to my children, DAVID DISH, TERRY DISH, LINDA RICHARDSON, and CATHERINE SHELLENBERGER, to be divided among. them by my Co-Executors with due regard for their personal preferences in as nearly equal shares as practical. ~ R ITEM III: I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: A. One-quarter (1/4) thereof to my son, DAVID BISH. Should DAVID BISH predecease me, I bequeath his share to his issue, per stirpes. B. One-quarter (1/4) thereof to my son, TERRY BISH. Should TERRY BISH predecease me, I bequeath his share to his issue, per stirpes. C. One-quarter (1/4) thereof to my daughter, LINDA RICHARDSON. Should LINDA RICHARDSON predecease me, I bequeath her share to her issue, per stirpes. D. One-quarter (1/4) thereof to my daughter, CATHERINE SHELLENBERGER. Should CATHERINE SHELLENBERGER predecease me, I bequeath her share to her issue, per stirpes. ITEM IV: I appoint my Daughter-in-Law, IGNACIA MORENO, of Arlington, Virginia, and my son, TERRY R. BISH, as Co-Executors of this my Last Will and Testament. If either fails to qualify or ceases to act as Co-Executor, then I appoint the other as sole Executor. ITEM V: I hereby appoint the surviving parent of any minor who shall be a beneficiary under my will as guardian of the property passing to such minor. ITEM VI: I direct that my Co-Executors shall not be required to give bond for the faithful performance of their duties in this or any other jurisdiction. 3 IN WITNESS WHEREOF, I, MERLE N. BISH, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, each of which bears my signature, this 12th day of June 2006. ~?7~ Merle N. Bish, Testator Signed, sealed, published and declared by the above-named Testator, MERLE N. BISH, as and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, MERLE N. BISH, TAYLOR P. ANDREWS, and RONALD E. JOHNSON, the Testator and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as and for his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of their knowledge the Testator was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to and acknowledged before me by MERLE N. BISH, the Testator, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS and RONALD E. JOHNSON, witnesses, this 12th day of June 2006. NOTARIAL SEAL SH~LL Y SEXTON, Notary Public CarlIsle .80:0, Cumberland County My CommIssIon Expires April 26, 2007 (SEAL)