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Home My WebLink About08-02-07 . --1 15056041114 REV -1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Harrisbur , PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth 203-10-9175 08032006 02101915 Decedent's Last Name Suffix Decedent's First Name TRIMMER (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix ALICE Spouse's First Name Spouse's Social Security Number OFFICIAL USE ONLY County Code Year File Number ~\ O~ Dllq THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW m 1. Original Retum CJ 2. Supplemental Return o 4. Limited Estate 0 4a. Future Interest Compromise (date of death after 12-12-82) m 6. Decedent Died Testate (Attach Copy of Will) o 9. Litigation Proceeds Received CJ o 7. Decedent Maintained a Living Tnust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) o o o o 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Ejection to tax under Sec. 9113(A) (Attach Sch. 0) MI L. MI CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number ROBERT M. FREY Firm Name (If Applicable) FREY AND TILEY First line of address 5 SOUTH HANOVER STREET Second line of address City or Post Office Slate ZIP Code CARLISLE PA 17013 (717)243-583 o REGISTER OF \Ilttt;llSlJSE ONL...... .=".:1 :t:;wJo ., i ~ ,: c-::? ., u, q j..r~ .'." ,~ I 1".:> Cl '-,] ....,., ~l -- ---{ DATE FILED c,.~ ADDRESS 274 NORTH IDOL EX ROAD, CARLISLE PENNSYLVANIA 17013 SIGNA TUREfC:~~fl.O.1:I.IE>;~AN ~~ESENTATJVE ADDRESS 5 SOUTH HANOVER STREET, CARLISLE PENNSYLVANIA 17013 PLEASE USE ORIGINAL FORM ONLY L Side 1 15056041114 01 15056041114 --1 ~ . --1 15056042115 REV-1500 EX Decedent's Name: ALICE L. TRIMMER RECAPITULATION Decedent's Social Security Number 203-10-9175 1. Real estate (Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 165000.00 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . . . . . 2. NONE 3. NONE 4. NONE 5. 6. 7. NONE 8. 9. 39710.00 20008.00 4. Mortgages & Notes Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . . . 6. Jointly Owned Property (Schedule F) DSeparate Billing Requested. . . . . . . . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) DSeparate Billing Requested. . . . . . . . 8. Total Gross Assets (total Lines 1-7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224718.00 9. Funeral Expenses & Administrative Costs (Schedule H) . . . . . . . . . . . . . . . . . . . . 19398.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 13868.00 33266.00 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . .. 13. 191452.00 14. Net Value Sub'ectto 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.O L. 16. Amount of Line 14 taxable at lineal rate X .0 ~ 17. Amount of Line 14 taxable at sibling rate X . 12 18. Amount of Line 14 taxable at collateral rate X . 15 0.00 191452.00 15. 0.00 191452.00 16. 17. 8615.00 0.00 0.00 18. 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 8615.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o L Side 2 15056042115 15056042115 --1 . REV-1500EX Page 3 203-10-9175 Decedent's Complete Address: DECEDENT'S NAME ALICE L. TRIMMER STREET ADDRESS File Number 21-06-0779 272 NORTH MIDDLESEX ROAD, CARLISLE PENNSYLVANIA 17013 CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: 1 . Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 8615.00 7816.00 411.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C) (2) 8227.00 Total Interest/Penalty ( D + 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 0.00 (5) 388.00 A. Enter the interest on the tax due. (5A) 11.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 399.00 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; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes o o o o o o o 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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. 99116 (a) (1.1) (ii)}. The statute does not exempt 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. ~9116(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. 39116(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. 217 REV-1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Alice L. Trimmer 21-06-0779 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Real Estate, 272 North Middlesex Road, Middlesex Township, PA VALUE AT DATE OF DEATH 165,000 TOTAL (Also enter on line 1, Recaoitulation) (If more space is needed, insert additional sheets of the same size) $ 165,000 .' u.s. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT .._.~-.::....-._. ~_.. ....--.-.-.-... rorm HUD.1 (J/86) ref Handboon~ File Number: 28165CADWALLADE PAGE 2 915/2006 t 10 14 ClT --------. SETTL~MENT STATEMENT TilleExoress Selllemenl Svslem Printed 0 I a L. SETTLEMENT CHARGES I PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on crice $165.000.00 (,1)-6.000 = 9.900.00 . BORROWER'S SELLER'S Division of commissiorliiine 70mas follows: FUNDS AT FUNDS AT 701. $ 4 925.00 10 Howard Hanna Real Estate Services SETTLEMENT SETTLEMENT 702. $ 4975.00 10 Centurv 21 Associates: Coons & Co. 703. Commission oaid at Selllemenl 9 900.00 704. Transactioo Fee 10 Howard Hanna Real Estate Services 175.00 aOO.ITEMS PAYABLE IN CONNECTION WITH LoAN 801. loan Oricinalion Fee 1.000 %Commerce Bank/Harrisbura N.A. LR 1320.00 802. loan Discount % a03. Acoraisal Fee to S.W. Barrett RE lR 300.00 804. Credit Reoo~ 10 Enuifax Mortnaae Svcs.PBl IP.O,cJ 50.00 Buver LR 805. lender's Insoeclion Fee 806. Morlcane Aoolication Fee 807. Assumotion Fee 808. Admin Fee 10 Commerce Bank/Harrisbura N,A. LR 325.00 809. Overnioht Mail Fee 10 Commerce Bank/Harrisbura N.A..PBL IP.O,C.l50.00 Buver LR 810. Flaoc Ce~ Fee to Commerce Bank/Harrisbura N.A..PBL iP.O.C.l6.00 Buver LR 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interesl From 09/15/2006 10 10/01/2006 @$ 27.5000 Idav 16 Davs LR 440.00 902. Mo~aaoe Insurance Premium for 10 903. Hazard Insurance Premium for 12 to Doneaal Mutual IP.O.C.l383.00 Buver 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance 3 mo:tiii$ 31.92 Imo '.. LR 95.76 1002. Mo~oaoe Insurance mO~$ Imo 1003. Citv Proce~v Tax mo.1iD$ Imo 1004. Counlv Prooe~y Tax 9 mO.I'iil$ 34.74/mo LR 312.66 1005. Schoollaxes 4 mo.l1il$ 92.91 Imo LR 371.64 1009.- Annreoale Analysis Adiuslmenl 10 Commerce Bank/Harrisbura N.A. LR -301.42 0.00 1100, TITLE CHARGES . 1101. Selllemenl Dr Closino fee 1102. Abslract or Iille search 1103. Tille examinalion 1104. Tille Insurance binder 1105. Documenl Preoaralion 1106. Nolarv Fees 10 Cash 25.00 1107. Allornev's fees nncludes above items No: I 11 08. Tille Insurance to Cedar Cliff Abstract Aaencv-:-'nc. 1183.75 I;ncludes above items No: I- 1109. Lender's Policv 132000.00 _ 1110. Owner's Policy 165 000.00 - 1.183.75 1111. End 100, End 300 End 900 10 Cedar Cliff Abstract Aaencv:/nc. 150.00 1112. 1113. ClosinoSvcUr 10 Cedar CUff Abstract Aoencv.-Inc. 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordino Fees Deed $ 38.50 ; Mortnane $ 60.50 . Release $ 99.00 1202. Citv/Countv laxlslamos Deed $1 650.00 . Mo~aaoe $ 1 650.00 1203. Slale T ax/slamos Deed $1 650.00 ; Mo~aaoe $ 1.650.00 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pesllnsoection 1303. Home Warranlv to HSA Home Warranty 399.00 1304. Waler Aool/callon Fee to Middlesex TownshfD Municioal Authoritv 25.00 1305. SewerIWater6/2810610 9/13/06 10 Middlesex TownshlD Mun/ciDal Authoritv 67.50 1306. Selllement Fee 10 Centurv 21 Associates: Coons & Co. 75.00 1307. 2006 County Tax 10 Penny G. Davis IP.O.C.1416.82 Seller 1308. 2006 School Taxes 10 Penny!;. Davis IP.O.CJ 1 114.95 Seller 1400. TOTAL SETTLEMENT CHARGES lenter on lines 103 Seclion J and 502 Section Kl 6 206.39 12.091.50 HUO CERTIFICA lION OF BUYER AND SELLER ::~~I~r::.~ ~"~d ~ ~~~.: ~".WO':l::',Slalomen' rnd 10 !he ~r'lt...: :m~,"t:.:::::.::::, :.:'I~:n::~~ 0 truo Bnd Becu..la .lalBmon' or.II ,o..lpls Bnd dl.burse...nls modo on my aeeoun' WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITeD STATES ON THIS OR ANy SIMIlAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEe TITlE 18: U.S. CODE SECTION 1001 AND SECTION 1010. SETTI.EMENT AGENT: !Ihis this slalement. OATE/' ;.?~~-W ----.-- S T itIeExpress e emen 'VSlem nn e a : L. SETTLEMENT CHARGES I PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION based on price $165 000.00 ((j) 6.000 = 9 900.00 BORROWER'S SELLER'S Division of commission IIine 700) as follows: FUNDS AT FUNDS AT 701. $ 4 925.00 to Howard Hanna Real Estate Services SETTLi:MENT SETTLEMENT 702. $ 4,975.00 to Centurv 21 Associates: Coons & Co. 703. Commission paid at Selt/ement 9,900.00 704. Transaction Fee to Howard Hanna Real Estate Services 175.00 800. ITEMS PAYABLE IN CONNECTION WITH LoAN 801. Loan Oriainatian Fee 1.000 %Commerce Bank/Harrisburg N.A. LR 1 320.00 802. Loan Discaunl % 803. Aporaisal Fee 10 S.W. Barrett RE LR 300.00 804. Credit Report to EQuifax Mortgage Svcs-PBL (P.O. C.) 50.00 Buyer LR 805. Lende(s Inspection Fee 806. Marlaaae Apo/icatian Fee 807. Assumption Fee 808. Admin Fee 10 Commerce Bank/Harrisburq N.A. LR 325.00 809. Overniaht Mail Fee to Commerce Bank/Harrisburq N.A.-PBL (P.O.C.) 50.00 Buyer LR 810. Flaac Cerl Fee to Commerce Bank/Harrisburg N.A..PBL . (P.O.C.) 6.00 Buyer LR 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Inlerest From 09115/2006 10 10/01/2006 (0)$ 27.5000 Iday 16 Days LR 440.00 902. MOrlnane Insurance Premium for to 903. Hazard Insurance Premium for . 12 to Doneeal Mutual (P.O.C.) 383.00 Buyer 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazaid Insurance 3 mo.(ii $ 31.92 Imo '.. LR 95.76 1002. MOrlnane Insurance mO.1G $ Imo 1003. City Properly Tax mO.1G $ lme 1004. County PrQperly Tax 9 mo. (I: $ 34.74/mo LR 312.66 1005. Schoollaxes 4 mo. (0)$ 92.91 Imo LR 371.64 1009.' &Jgreaate Analysis Adjustment to Commerce Bank/Harrisburq N.A. LR -301.42 0.00 1100. TITLE CHARGES 11 01. Selt/ement or Closinn fee 1102. Abstract or title search 1103. Tille examination 1104. Tille Insurance binder 1105. Document Preparation 1106. Nolarv Fees to Cash 25.00 1107. AlIorney's fees lincludes above items No: ) 1108. Tille Insurance to Cedar Cliff Abstract Aeency. Inc. 1183.75 (inclUdes above items No: ) 1109. Lende(s Policy 132 000.00 _ 1110. Owne(s Poligy 165000.00 -1,183.75 1111. End 100 End 300 End 900 to Cedar Cliff Abstract Agem:y, Inc. 150.00 1112. 1113. ClosinoSvcLtr to Cedar Cliff Abstract Agency, Inc. 35.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordino Fees Deed $ 38.50 ; Mortoane $ 60.50 . Release $ 99.00 1202. CitylCOunly laxlstamps Deed $1 650.00 . Marlnane $ 1 650.00 1203. Stale Tax/stamps Deed $1 650.00 . Morloaoe $ 1 650.00 1204. 1205. . 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey 1302. Pesllnsoeclion 1303. Home Warranty 10 HSA Home Warranty 399.00 1304. Waler Application Fee 10 Middlesex Township Munlcloal Authority 25.00 1305. SewerIWaler6/28106to 9/13/06 10 Middlesex Townshio Munlcioal Authority 67.50 1306. Sell/ement Fee 10 Century 21 Associates: Coons & Co. 75.00 1307. 2006 Counly Tax 10 Penny G. Davis (P.O. C.) 416.82 Seller 1308. 2006 Schoo/ Taxes 10 Penny G. Davis JP.O.C.) 1114.95 Seller 1400. TOTAL SETTLEMENT CHARGES (enler on lines 103. Section J and 502, Section I() 6 206.39 12 091.50 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT ET l~MENT STATEMENT . .._'~...;;....--' ~_...._---_.._.... form HUD-1 (3186) ref Handboon~ File Number: 28165CADWALLADE PAGE 2 T S tlI IS I p' t d0911512006 t1014CLT HUO CERTIFICAnON OF BUYER AND SELLER ' have ca<erunyreV_ lhe HUO-l Selllo...nl Sla.....nt end 10 the be., or my knowledge and beller. k i. e hue and eccu,.'e .lale...nl or eU recelpl. and d~bur..menl. mecle on myeccounl ... by... In Ihis ...... . """her cen lhe" ve r ofthe HUO.l Sememenl Slal....nl , WARNING: IT IS A CRIME TO KNOWING(. V MAKE FALSe STATEMENTS TO THE UNiTED STATES ON THIS OR ANy SIMILAR FORM. PENALTIES UPON CONVICTION CAN INCLUDE A ~INE AND IMPRISONMENT. FOR DETAILS see Tine 18: U.S. CODE seCTION 1001 AND SECTION 1010. SETTlEMENT AGENT: tau flhi. Ihls statement OATE? b-,;G~ 217 REV-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Alice L. Trimmer ITEM NUMBER DESCRIPTION 1. Sovereign Bank, C/D#1395214237 2 Sovereign Bank, C/D#2895165617 3 Sovereign Bank, C/D#1695214203 4 M& T Bank, Checking Account 442364 5 Members 1 st Federal Credit Union,OO-Regular Savings 6 Refund, Miller Insruance, Inc., Homeowners Policy 7 Refund, Blue Shield Caremark 8 Refund, U.S. Treasury 2006 Taxes 9 Household Goods 10 Haar's Auction Services Include the proceeds of litigation and the date the proceeds were received by the estate. All orooertv iointlv-owned with richt of survivorshio must be disclosed on Schedule F. FILE NUMBER 21-06-0779 VALUE AT DATE OF DEATH 5,001 12,505 15,004 3,123 2,472 12 40 961 160 432 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 39,710 . m! M&rBank 499 Mitchell Street, Millsboro, DE 19966 September 21, 2006 Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: Estate of Alice L. Trimmer Date of Death: August 3, 2006 Social Security No.: 203-10-9175 Dear Mr. Frey: 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 1YPe........................ ...Checking Account Account Number.................... ...442364 Ownership (Names oj)...............A1ice L. Trimmer Opening Date.. ..... ....................09/01/67 (account closed 09/05/06) Balance on Date ofDeath.........$3,123.00 Accrued Interest $ 0.00 Total................................... ....$3, 123.00 The above named decedent did not have 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, CM~ U~ Charlene Warrington, Rei-ds 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 to Date of Death Name of Joint Owner CERTIFICATES OF DEPOSIT: AccountNumbe~Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest to Date of Death Name of Joint Owner Date Joint Ownership Established Estate of: ALICE L. TRIMMER Date of Death: August 3, 2006 Social Security Number: 203-10-9175 1868 -00 07/16/1952 $2,471.50 $.14 $2,471.64 None 1868 -46 06/22/2006 $10,002.08 $2.76 $10,004.84 Rodney E. Trimmer 06/22/2006 1868 -47 06/22/2006 $10,000.00 $2.76 $10,002.76 Rodney E. Trimmer 06/22/2006 lIERS 1ST FEDERAL CREDIT UNION ~~~L Ise A. w~ t vr- Insurance Services Supervisor October 25, 2006 5000 Louise Drive · P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.members1st.org .. Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Alice L Trimmer 203-10-9175 August 3, 2006 Account #: 1695214187 Type: CD In the name of: Alice L Trimmer, Rodney E Trimmer POA Date of Death Balance: $0.00 Int.(YTD) from 1/1/2006 . to 6/22/2006 Accrued interest to date of death: $0.00 Other Info: closed 6/22/06 for $10,002.08 Open date: 6/20/1980 $89.91 Account #: 1695214203 Type: CD In the name of: Alice L Trimmer, Rodney E Trimmer POA Date of Death Balance: $15,000.00 Int.(YTD) from 1/1/2006 to 7/31/2006 Accrued interest to date of death: $3.74 Other Info: Open date: 9/15/1982 $198.66 Account #: 1695214237 Type: CD In the name of: Alice L Trimmer, Rodney E Trimmer POA Date of Death Balance: $5,000.00 Int.(YTD) from 1/1/2006 to 7/31/2006 Accrued interest to date of death: $1.08 Other Info: Open date: 11/12/1986 $57.51 Account #: 2895165617 Type: CD In the name of: Alice L Trimmer, Rodney E Trimmer POA Date of Death Balance: $12,500.00 Int.(YTD) from 1/1/2006 to 7/31/2006 Accrued interest to date of death: $4.75 Other Info: Open date: 10/2/1985 $252.28 Page 1 of 1 ,. 217 REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Alice L. Trimmer FILE NUMBER 21-06-0779 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Rodney E. Trimmer 274 North Middlesex Road Carlisle, Pennsylvania 17013 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 NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTL Y.HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. Members 1st Federal Credit Union, C/D#1868-46 10,005 100.00% 10,005 2. A Members 1st Federal Credit Union, C/D#1868-47 10,003 100.00% 10,003 \ TOTAL (Also enter on line 6 Recapitulation) $ 20 008 (If more space is needed, insert additional sheets of the same size) . 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 to Date of Death Name of Joint Owner 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 to Date of Death Name of Joint Owner Date Joint Ownership Established Estate of: ALICE L. TRIMMER Date of Death: August 3, 2006 Social Security Number: 203-10-9175 1868 -00 07/16/1952 $2,471.50 $.f4 $2,471.64 None 1868 -46 06/22/2006 $10,002.08 $2.76 $10,004.84 Rodney E. Trimmer 06/22/2006 1868 -47 06/22/2006 $10,000.00 $2.76 . $10,002.76 Rodney E. Trimmer 06/22/2006 ERS 1ST FEDERAL CREDIT UNION "lSeA ~i! ~I- Insurance Services Supervisor October 25, 2006 500Q Louise Drive · P.o. Box 40 . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . ww.v.members1st.org 217 REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS I FILE NUMBER ESTATE OF Alice L. Trimmer 21-06-0779 ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Funeral Services 9,148 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) I ErN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 9,804 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 370 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Filing Fee, Pennsylvania Inheritance Tax Return 15 8. Register of Wills, Additional Probate Fee 9. Checks cleared after Date of Death 61 TOTAL (Also enter on line 9, Recapitulation' $ 19 398 Debts of decedent must be reported on Schedule I. (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) " COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Alice L. Trimmer 21-06-0779 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH ITEM NUMBER SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS Penny Davis, Tax Collector, 2006 County and School Taxes 13. 14. 15. 16. 17. DESCRIPTION 1. 530 2. Chapel Pointe at Carlisle, 352 3. American HomePatient, Medical 46 4. Alert Pharmacy Services, Inc. Medical 41 5. Carlisle Regional Medical Center, Medical 139 6. Embarq, Utilities : Telephone 6 7. Bankcard Services, Credit Card, Miscellaneous 59 8. Howard Hanna Real Estates Services, Commission 9. 4,925 Century 21 Associates:Coons & Co., Commission 10. 5,050 HSA Home Warranty, Miscellaneous 399 11. Middlesex Township Municipal Authority, Utilities:Water and Sewer 69 12. Recorder of Deeds, Recorded Deed 1,650 Spring Road Family Practice, Medical 15 PPL, Utilities:Electricity 48 Moffitt Heart & Vascular, Medical 7 Richard Bower, Reimbursed for Lawn Care 100 Cumberland Goodwill Fire Rescue, Medical 432 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 13,868 , 217 REV-1513 EX+ (9-00) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Alice L Trimmer 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)] 1 Rodney E. Trimmer Son 20% Residue of Estate 274 North Middlesex Road, Carlisle, Pennsylvania 17013 2 Troy E. Trimmer Grandson 40% Residue of Estate 19717 Hemitage Way, Milton, Delaware 19968-3201 3. Tonyea M. Mead Granddaughter 40% Residue of Estate 31546 South Conley Circle, Lewis, Delaware 19958-6019 4. Taylor Trimmer, Bequest, Troy E. Trimmer Guardian Great-Grandson $3000.00 5. Jaycob Trimmer, Bequest, Troy E. Trimmer Guardian Great-Grandson $3000.00 6. Rodney E. Trimmer, Bequest of Real Estate and Lot at Son $153,908.68 272 North Middlesex Road, Carlisle PA 17013 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 REV-1500 COVER SHEET $ 21-06-0779 (If more space is needed, insert additional sheets of the same size) . - LAST WILL AND TESTAMENT OF ALICE L. TRIMMER I, ALICE L. TRIMMER, widow, of Middlesex Township (mailing address: 272 North Middlesex Road, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound and disposing mine, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executors to pay all of my just debts and funeral expenses as SOon after my death as may be found convenient to do so. I request that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the arrangements which I made for the services for my husband, Harry L. Trimmer, and that my body be interred beside his on our burial lot located in Liverpool Cemetery in Perry County, Pennsylvania. 2. I direct that all inheritance, transfer, succession. estate and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 3. I give, devise and bequeath my house and lot of ground at 272 North Middlesex Road in Middlesex Township, Cumberland County, Pennsylvania, to my son, RODNEY E. TRIMMER. his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but should he fail to so survi ve me then the same shall lapse and be included in the residue of my estate. 4. I give, devise and bequeath the sum of $3,000.00 to each great-grandchild of mine, living at the time of my death, but should any such great-grandchild be less than 21 years of age the same shall be paid to the parents of that great-grandchild as guardian of the estate of that great- grandchild but if the parents are unwilling to accept Such responsibility then my hereinafter named Executors shall serve as guardians of the estate of each such great-grandchild. At the present time I have only two great-grandchildren who are TAYLOR TRIMMER and JAYCOB TRIMMER, who are the children of my grandson, Troy E. Trimmer. 5. AU of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: a) 20% thereof to my son, Rodney E. Trimmer, ptovided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then the same shall lapse and be added to the remaining two shares, per stirpes; b) 40% thereof to my grandson, Troy E. Trimmer, his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then the same shall pass to such of his issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes, but if there be no such issue then the same shall lapse and be added proportionately to the remaining shares. At the present time my grandson, Troy E. Trimmer, is the father of Jaycob Trimmer and the father of Taylor Trimmer. c) 40% thereof to my granddaughter, Tonyea M. Mead, her heirs and assigns, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then the same shall pass to such of her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes, and if there be no such issue the same shall lapse and be added proportionatejy to the other shares. 6. I hereby nominate, constitute and appoint my son, RODNEY E. TRIMMER, and my two grandchildren who are '!ROY E. 'TRIMMER and TONYEA M. MEADE as Co-Executors of this my Last Will and Testament and I further direct that none of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. Page 1 of3 ~'rfJJ~ .... .... k r I f I' I [. I i I' !j I' w 7. In addition to the powers conferred by law, my Executor and Executors and Guardian of the Estate of any person less than 21 years of age, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to detennine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any ~pecific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. I. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. Page 2 of3 ~~c:f~ . . f' ., ~;. .- ~ '..: ,-. - ......:.".. .': ':', ~.~'~~:~~,:- "'~:::r' ".!:...r:~"',!,".;"r::f~'~';',