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Home My WebLink About07-02-07 ..J ],505604],],47 EX (06-05) PA Department of Revenue Bureau of Individual Taxes. ~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Sodal Security Number Date of Death REV-1500 OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 7 File Number 00351 Date of Birth 209125790 04052007 05151924 Decedent's Last Name Suffix Decedent's First Name KNOWLTON AVIS MI A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Sodal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS FILL IN APPROPRIATE OVALS BELOW [!] 1. Original Retum D 2. Supplemental Retum D 3. Remainder Retum (date of death prior to 12-13-82) D 4. Limited Estate D 4a. Fulura Inleresl Compromise D 5. Federal Estate Tax Retum Required (dale of death after 12-12-82) 00 6. Decedenl Died Testale D 7. Decedenl Maintained a Living Trusl 1 8. Total Number of Safe Deposit Boxes (AIIach Copy of Will) (Attach Copy of Trusl) D 9. Litigation Proceeds Received D 10 Spousal p~ Credit ~date of death D 11. Election to tax under Sec. 9113(A) . between 12-31- 1 and -1-95) (Attach Sch. 0) ~ORRESPONDENT. THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number HUBERT X. GILROY 7172433341 f"..) Firm Name (If Applicable) HARTSON LAW OFFICES 10 EAST HIGH STREET ~.r-' REGISTER7~LLS US~NLY~;~ ~~ ;'0::0 c::". G) ;':1 '"O::r: ("') r- C' " ~ -:I r: ._, CJ '-)>m , 0'.1 pI , '~:D N '::.-'iQ en 7', ()O 00 -0 "':=R ;~)52-n ::It ::;~ C) ,-::;~ . - rT1 , ~ : r, DA. FILED <::) . First line of address Second line of address City or Post OffIce CARLISLE State PA ZIP Code 17013 Correspondenfs ..mall address: hgi I roy@martsonlaw.com Under penalties of perjury, I declare that I have examined this retum, Including accompanying schedules and statements, and to the best of my knowl~ and belief, It Is true, correct and complete. Declaration of preparer other than the personal representative Is based on all Information of which preparer has any knoWledge. SIGNATURE PE E FOR FlU RN DATE Michael Knowlton DATE Hubert X. Gilroy Side 1 L 15056041147 15056041147 ~ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07 -00351 DECEDENrs NAME Avis Ann Knowlton STREET ADDRESS 157 Brookwood Drive CITY I STATE IZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditsJPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 16,595.98 829.80 Total Credits (A + B + C) (2) 829.80 3. Interest/Penalty if applicable D. Interest E. Penalty (3) (4) (5) (5A) (5B) TotallnterestlPenalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 15,766.18 15,766.18 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: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or........................... ....................................................................................... d. receive the promise for life of either payments, benefits or care?............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..... .... ... ........................................ ................................... ................ ................ Yes No ~ ~ o 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. [!] [!] 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) (i1)]. The statute does not exemDt 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 decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116 1.2) [72 P.S. ~9116 (a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. ---I 15056042148 REV-1500 EX Decedent'aName: Avis Ann Knowlton Decedenfs Social Security Number 209125790 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) 0 Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) 0 Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total DeductIons (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 1.3. 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, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 1"'4"i8XBble at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 344,716.30 16. 0.00 17. 7,225.00 18. 19. Tax Due..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 28,129.53 109,543.18 3,465.31 226,608.97 367,746.99 14,540.91 1,264.78 15,805.69 351,941.30 351,941.30 0.00 15,512.23 0.00 1,083.75 16,595.98 D 15056042148 ---I Rev-1503 EX+ (8-98) . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSnVANIA INHERITANCE TAX RETURN RESDENT oeCEDENT ESTATE OF Knowlton, Avis Ann FILE NUMBER 21-07-00351 All property Jolntly-owneel with r1ght of aurvlvorshlp muat be dlllCloaeel on Scheelule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 204.58 Citigroup Acct #73H-00694 - 204.58 sh Legg 41.56 8.502.34 Mason Special Investment, LMASX 2 974.46 Citigroup Acct #73H-00694 - 974.46 sh Legg 20.070 19.557.41 Mason Opportunity Trust, LMOPX 3 U.S. Savings Bonds - $50 face, issued 02/1987 69.78 TOTAL (Also enter on Line 2, Recapitulation) 28.129.53 (If more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev.1508 EX+ (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNs't\. VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Knowlton. Avis Ann FILE NUMBER 21-07-00351 Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jolntly-owned with the right of survlvOIShlp must be dlsc:losed on schedule F. ITEM NUMBER DESCRIPTION 1 Citlgroup Acct #73H-00694 -18000 Washington Mutual C.D. VALUE AT DATE OF DEATH 18.000.00 Accrued Interest on Item 1 through date of death 150.95 2 Citigroup Acct #73H-00694 - 32000 Lehman Brothers C.D. 32.000.00 Accrued interest on Item 2 through date of death 222.16 3 Citigroup Acct #73H-00694 -15000 Lehman Brothers C.D. 15.000.00 Accrued interest on Item 3 through date of death 70.40 4 Citlgroup Acct #73H-00694 - Bank deposit program 18.131.91 Accrued interest on Item 4 through date of death 10.94 5 Commerce Bank Checking #051304111 8,432.59 Accrued interest on Item 5 through date of death 0.38 6 Highmark Direct Pay - Premium refund 255.84 7 Highmark Prescription Drug Plan - Refund of premium 141.38 8 Ladies' Home Journal - Refund of subscription 17.69 9 M&T Bank. checking #2676029503 575.27 10 M&T Bank. savings account 15004200125646 - Principal and accrued interest 776.75 11 The Patriot-News - Refund of subscription 19.25 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 5, Recapitulation) 109.543.18 (If more space Is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) - Rev.15G8 EX+ (8-88) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEAl. TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESDENT DECEDENT ESTATE OF Knowlton, Avis Ann FILE NUMBER 21-07-00351 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 12 The Sentinel - Refund of subscription 81.17 13 Travelers - Refund of auto insurance premium 395.00 14 U.S. Treasury - 2006 income tax refund 1.818.00 15 Tangible personal property - Pocket watch, daguerreotypes, rings, pins, reproduction CA gold coins, silver dollar, Liberty quarter, German Marks, civil war memorabilia contained in safe deposit box 898.50 16 Tangible personal property - Other household items retained by heirs (not 1.500.00 specifically devised) 17 Tangible personal property - One twin spool bed (bequest per Item Second A-other 300.00 items previously disposed of) 18 Tangible personal property - One twin spool bed (bequest per Item Second C) 300.00 19 Tangible personal property - Miniatures (snow bunnies) with display case (bequest 1.350.00 per Item Second, B) 20 Tangible personal property - Copper ladles (bequest per Item Second C) 370.00 21 Tangible personal property - Corner cupboard (bequest per Item Second, D--china 1.250.00 previously disposed of) 22 Tangible personal property - Blanket chest (bequest per Item Second, E) 975.00 23 Vehicle-2003 Chevrolet Malibu 6.500.00 TOTAL (Also enter on Line 5, Recapitulation) 109.543.18 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev.1509 EX+ (6-98) . SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYlVANIA INHERIT NICE TAX RETURN RES[)ENT DECEDENT Knowlton, Avis Ann FILE NUMBER 21-07-00351 ESTATE OF If... .... w.. made Joint within one y.... of the decedenf. dale of death, It must be reported on ac:hedule G. SURVIVING JOINT TENANT(S) NAME A. Michael E. Knowlton ADDRESS 1550 Centerville Road Newville, PA 17241 RELATIONSHIP TO DECEDENT Son B. C. JOINTLY OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSEl INTEREST DECEDENT"S INTEREST JOINTLY-HELD REAL ESTATE. 1 A 3/15/1991 Members 1st Fed Credit Union #119365- 38.13 50.000% 19.07 Savings #00 2 A 2/3/1992 Members 1st Fed Credit Union #119365. 510.62 50.000% 255.31 Money Management #05 3 A 9/13/2005 Members 1st Fed Credit Union #119365. 6.381.85 50.000% 3.190.93 Certificate #40 TOTAL (Also enter on Line 6, Recapitulation) 3.465.31 (If more space Is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule F (Rev. 6-98) Rev-1510 EX+ (6-98) *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNS\'lVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Knowlton, Avis Ann FILE NUMBER 21-07-00351 ESTATE OF This schedule must be completed and filed If the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET Is yes. ITEM .._.. _. . ,,_. _. ,I Y DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. 1 Citigroup IRA Account #73H70123 - See 226.608.97 100.000 226.608.97 valuation attached; Beneficiaries: Steven L. Knowlton; David K. Knowlton; Michael E. Knowlton TOTAL (Also enter on Line 7, Recapitulation) 226.608.97 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-89) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Knowlton, Avis Ann Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07-00351 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 3,869.24 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Martson Law Offices 9,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 314.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 857.67 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,540.91 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX. (6-98) . SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYlVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT Knowlton, Avis Ann FILE NUMBER 21-07-00351 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Carlisle Elks - Funeral reception 593.17 2 Ewing Brothers Funeral Home - Funeral services 3,018.07 3 Georges' Flowers - Funeral basket 159.00 4 Michael Knowlton - Reimbursement for family dinner meeting 50.00 5 Michael Knowlton - Reimbursement for additional death certificates 49.00 Subtotal 3,869.24 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS continued COMMONWEAL TIi OF PENNSYLVANIA INHERITANCE TAX RETURN RESDENT DECEDENT Knowlton, Avis Ann FILE NUMBER 21-07-00351 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Martson Law Office - Short certificates 40.00 2 Martson Law Office - Ibis Appraisal Services 300.00 3 Martson Law Office - Advertising Letters Testamentary-Sentinel 144.29 4 Martson Law Office - Advertising Letters Testamentary-Cumberland Law Journal 75.00 5 Martson Law Office - Filing fee, inheritance tax return 15.00 6 Martson Law Office - Reserved for filing of releases, additional probate, investment fees 250.00 7 Martson Law OffIces - Advanced for certified mail (savings bond) 4.88 8 Steven Knowlton - PennDot, vehicle title transfer fees 28.50 Subtotal 857.67 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H.87 (Rev. 6-98) Rev-1512 EX+ (8-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEAlTH OF PENNSYlVANIA tlHERIT ANCE TAX RETURN RESIJENT DECEDENT Knowlton, Avis Ann FILE NUMBER 21-07-00351 ESTATE OF Includ. unrelmburaed medical exp.n.... ITEM NUMBER DESCRIPTION 1 Bon-Ton Acct No. 2116-0410-0040-7123 - Account payable VALUE AT DATE OF DEATH 75.48 2 Citicorp Credit Services Acct 5396820021960853 - AT&T Mastercard 241.95 3 Comcast - Account payable 26.79 4 Embarq - Final bill, phone service 0.64 5 Embarq - Account payable, phone service 31.47 6 Lanc HMA Phys Mgmt Cent Pen - Medical co-pay 77.15 7 M&T Bank, checking #2676029503 - Outstanding check #2861 on date of death 115.02 8 Michael Knowlton, et a!. - Account payable, rental unit 360.94 9 North Middleton Authoritv - Water/sewer account Davable 79.90 10 PPL Utilities - Account payable 32.00 11 Robin K. Sollenberger, Tax Collector - 2007 personal tax 9.80 12 UGI- Account payable, gas service 213.64 TOTAL (Also enter on Line 10, Recapitulation) 1,264.78 (If more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV.1513 EX+ (9-00) *' SCHEDULE J COMMONWEAlTH OF PENNSYlVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Knowlton, Avis Ann 21-07-00351 NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$) Do Not Ust TRlslllelsl I. TAXABLE DISTRIBUTIONS pnclude outright s~usal Clistributions, and nsfers under Sec. 9116(a)(1.2)] 1 David Knowlton Son Miniatures and 114,327.00 110 East Yellow Breeches Road chest; 1/3 Sch. Carlisle, PA 17013 G; 1/3 residue 2 Michael Knowlton Son One spool bed; 117,112.32 1550 Centervllle Road copper ladles; Newville, PA 17241 Sch F; 1/3 Sch. G; 1/3 residue 3 Steven Knowlton Son One spool bed; 113,276.98 1167 Centervllle Road 1/3 Sch G; 1/3 Newville, PA 17241 residue 4 Denis Kuehn None Cash and 5,975.00 40 Prickly Pear Drive blanket chest Carlisle, PA 17013 5 Suzanne Reeder Maxwell Niece Corner 1,250.00 1409 Candlewycke Drive cupboard Middletown, PA 17057 Total 351,941.30 Enter dollar amounts for distributions shown above on lines 5 through 18. as appropnate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) April 23, 2007 Commerce ~Bank Martson Law Offices 10 East High St Carlisle, PA 17013 RE: Estate of: Avis Ann Knowlton Tax Identification Number: 209-12-5790 Date of Death: April 5, 2007 Dear Sirs: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 513041111 Date Opened: 08/27/99 Primary Owner: AVIS A KNOWLTON Date of Death Balance: 8432.97 Accrued Interest: .38 Principal Balance: 8432.59 Please feel free to contact me at (717) 412-6134 if I may be of further assistance. Sincerely, ~~CCi Beverly Bunnell Day2 Specialist/Deposit Services Commerce Bank Commerce Bank / Harrisburg, N.A. PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com sC.f1. E~ x.~ ~ ,. M8ffBank 499 Mitchell Street, Millsboro, DE 19966 Apri116, 2007 Martson, Deardorff, Williams, Otto, Gilroy & Faller 10 East High Street Carlisle, PA 17013 RE: Estate or Avis Knowlton Date or Death: April 5, 2007 Social Security No.: 209-12-5790 Dear Ms. Myers: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type.. ..................... ....Checking Account Account Number. ................... ...2676029503 Ownership (Names oJ}.............. .Avis Knowlton Opening Date........ .................. .01/15/92 Balance on Date ofDeath.........$575.27 Accrued Interest $ 0.00 Total................. .................. ....$575.27 2. Account TYPe........................... Savings Account Account Number...................... .15004200125646 Ownership (Names oJ}........... .. ..Avis Knowlton Opening Date......................... ..05/22/84 (account closed 04/13/07) Balance on Date of Death...... ...$776.68 AcCrued Interest $ 0.07 TotaL............. ...... ... ... .. .... ..... ..$776. 75 SCH. E~ r~ q <L ID , . Page 2 April 16,2007 The above named decedent had a safe deposit box. For any additional information on the above accounts, including ownership, statements and closures please contact our North Middleton branch at 717-240-4521. Sincerely, . {}y.&/IPJ VOIvT Charlene Warrington, Records Management 1-888-502-4349 MEMBERS 1st FEDERAL CREDIT UNION 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 Joint Ownership Established 119365 -00 03/15/1991 $38.13 $.00 $38.13 Michael Knowlton 02/03/1992 MONEDY MANAGEMENT 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 Joint Ownership Established 119365 -05 02/03/1992 $510.61 $.01 $510.62 Michael Knowlton 02/03/1992 CERTIFICATES OF DEPOSIT: Account NumberlSuffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 119365 -40 09/13/2006- $6,378.23 $3.62 $6,381.85 Michael Knowlton 09/13/2006 .Purchased by redeemed Joint certificate, #119365-45, originally purchased 9/13/05 ~' BER, ~1ST E,DERAL CREDIT UNION .' , '~:t. 1/ . %4;t(..?~ti.cJ , I' enise A. olfe Insurance Services Supervisor April 25, 2007 Estate of: AVIS ANN KNOWLTON Date of Death: 04/05/2007 Social Security Number: 209-12-5790 3tH F/ I~:s 1- 3 5000 Louise Drive · P.o. 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(J) _, -"(1)- ::::J" )> (') ::::J" S. 3. g' en !:!: 3 ;z:.m(l) ^ <'< ::::J Q) o - ~ ffi ~= o 0 ::::J ::::J I )> 't:l 2: o 01 I\) o o '" Ci3 " ., LAST WILL AND TESTAMENT OF AVIS ARK KNOWLTON I, AVIS ANN KNOWLTON of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby 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 direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death as J ~ conveniently may be done. If there be no cemetery lot available { I ., \' I' '-I ..' : , , i i I I I I I I I, !I 26 W High Street I, ',',,) Carlisle. PA 1/ II II I ;i II ii I I I I ;;AIDIS, GUIDO, SHUFF & MASLAND '" ~ \,l for my interment owned by me at the time of my death, I authorize J I-. \ J my personal representative to purchase such cemetery lot with a " contract for perpetual care, using therefore funds from my estate .. ,c. in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. Further, it is my express desire that my earthly remains be cremated. I also direct that no viewing be held of said remains. " SECORD I give, devise and bequeath my estate as follows: A. To my beloved son, STEVEN KNOWLTON, I give one spool twin bed, t e child's black~' 'de ,.........----- by s and the ring with opals. ---' B. To my beloved son, DAVID KNOWLTON, I give the snow bunnies with case. ~ lr 'Y C. To my beloved son, MICHAEL KNOWLTON, I give one spool twin bed and the copper ladles over the '.~ ,I , " D. niece, SUZANNE REEDER MAXWELL, I ") :,) stove. ,~ the lue and white china set (Sheridan pattern ... ~ ~ r\ corner cupboard. E. To my good friend, DEN~S KUEHN, I give the blanket chest and a cash bequest of $5,000.00. , ~j I r < '; I F. All the rest, residue and remainder of my estate I give, devise and bequeath in equal shares unto STEVEN KNOWLTON, MICHAEL KNOWLTON and DAVID KNOWLTON. Provided, however, that the share of any such residuary beneficiary who fails to survive me by thirty (30) days shall be distributed as follows: ~AIDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle. PA l/ i/ !I ii .1 :1 [I !I 1I 2 , ,I ,~ <... '-.l <, <\J I ,~ II v " I <<\ I YI ~ I · i .t i ,~ I , , ~I '..I I '-.J I I I I iAIDIS, GUIDO, I I SHUFF & I I MAS LAND I 26 w. High Street II Carlisle, PA I I I ! II II il II 11 i. The share of STEVEN KNOWLTON shall be distributed to his wife, PAMELA KNOWLTON. ii. The share of MICHAEL KNOWLTON shall be distributed to his wife, SHERRY R. KNOWLTON. iii. The share of DAVID KNOWLTON shall be placed into a federally insured, interest bearing savings account and/or certificates of deposit, with all principal and income to be held for the benefit of his son, TODD KNOWLTON. All principal and accumulated interest shall be distributed to TODD KNOWLTON when he has attained the age of 30. If he should die before attaining age 30, all principal and accumulated income shall be distributed equally among the surviving residuary beneficiaries named herein (excluding Dennis Kuehn). THIRD I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. FOURTH In addition to the powers conferred by law, I authorize any personal representative acting under this instrument, in his absolute discretion: A. To retain in the form received, or to sell either at public or private sale any real or personal property; B. To exercise any options to subscribe for stocks, bonds, or other investments; 3 J 1 ~ >'y J \, 1 i _. I -.~, I '- I ! r .\ II ~ i' ~- I l j I )' J J I ; , il I i iAIDIS, GUIDO, ' SHUFF & !I MAS LAND II :1 II II :1 :1 !i I I " :/ 26 W. High Street Carlisle. PA C. To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; D. To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as my personal representative, in his sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; E. To make settlements and compromises on such terms as my personal representative in his sole discretion may deem wise without the necessity of obtaining any court approval thereof; F. To make distribution hereunder either in cash or kind, as my personal representative in his discretion may deem wise. FIFTH I do hereby nominate, constitute and appoint my son, MICHAEL KNOWLTON to act as Executor of this my Last Will and Testament. 4 (I ,AlDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle, PA SIXTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, AVIS ANN KNOWLTON, have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, the first four (4) of which bear my signature in the margin for identification, this I~ day of N~ , 199'. {(< .'-'? .1.: /.._,-" 1)-<..- ~-z L .J' C;;__ AVIS ANN KNOWLTON Signed, sealed, published and declared by the above-named A'(is .Ann Knowlton, Testatrix, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. ~ ADDRESS d~ 0. I~ C~~ fe... , , ) )(1.' W. L.~(fh 'f . ClL J, ~L(''F..1 ,I i?cr~ ~ I 70 {3 (~~ac;~~/l!i#) ) . ADDRESS 5 -" ,AlDIS, GUIDO, SHUFF & MASLAND 26 W. High Street Carlisle. PA COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND . . We, AVIS ANN KNOWLTON, '-/. (I'd ,,- 'n,/{' and ---r; OCt f ,t{(t'C'S the Testatrix 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 Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. //'"/) .. ;//\ ., " L [-~-r-., 4:--;"}-1-0- (:>f-rJ--t<J ~'~ AVIS ~N / Witness (T~ - It,/f} : . L. \O~CLR' '/_1) I ./, Witness Subscribed, sworn to and acknowledged before me by AVIS ANN KNOWLTON, the Testatrix, and subscribed to and sworn or affirmed to before me by <"~/'l..j/;(A: ':',/,I() and -)/0(1(' /Lt'tt'IS witnesses, this ... .J. 1 ? 'I (. . '/~,' ':;1, J I ,-, f ~ 1/ .~ 1,__.... day of I- !I iI :1 [I .1 ii !/ II I: Ii .( L t. C( ) t l, ,". l~. 1_-( ~--,./ NOTARIAL II3AL lW...I...C PRIAR. Not..Ivy Publ.lo C:I:rlialo Bare., CUmbertL~ C~ty. PA :dJI ~CD 1l:xtJiroo March 20. 2000