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Home My WebLink About08-31-07 ~,- ~ ~ 15056041147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year File Number '. INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 7 0562 Date of Birth 179303779 04202007 01101912 Decedent's Last Name Suffix Decedent's First Name MI SMITH HELEN D (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW D 1 Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) ,-, 4. Limited Estate D 4a. Future Interest Compromise D 5. Federal Estate Tax Return Required LJ (dale of death after 12-12-82) :KJ 6. Decedent Died Testate C 7. Decedent Maintained a living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) D 9. Litigation Proceeds Received D 10 Spousal Poverty Credit (date of death D 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JAMES D. BOGAR 7177378761 Firm Name (If Applicable) BOGAR & HIPP LAW OFFICES REGISTER 0I")W1LLS USEONL Y --. First line of address ONE WEST MAIN STREET Second line of address DATE f:ll1.ED C'~) City or Post Office SHIREMANSTOWN State PA ZIP Code 17011 -.J Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FQR FILING RETURN DATE ~~-&Z~ K.BethBianchi i/3o/07 ADDRESS . I 404 Sharon Avenue, Mechanicsburg, PA 17055 SIGN OF PREPAR OTHER THAN REPRESENTATIVE f} James D. Bogar DATE 7 One West Main 17011 Side 1 L 15056041147 15056041147 ~ --.J 15056042148 REV-1500 EX Decedent's Name Helen D. Sm ith Decedent's Social Security Number 179303779 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) C 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 & 1 0)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)........................................................... 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. 213,733.80 1,036.50 473,128.71 87,808.38 775,707.39 19,404.76 265.21 19,669.97 756,037.42 756,037.42 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 .00 0.00 15. 16. Amount of Line 14 taxable at lineal rate X .045 756,037.42 16. 17. Amount of Line 14 taxable at sibling rate X .12 0.00 17. 18. Amount of Line 14 taxable at collateral rate X .15 0.00 18. 19. Tax Due............................................................................. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 15056042148 0.00 34,021.68 0.00 0.00 34,021.68 D 15056042148 --.J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07 -0562 DECEDENT'S NAME Helen D. Smith STREET ADDRESS 824 Lisburn Road, Apt. 229 CITY I STATE IZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 34,021.68 32,306.01 1,700.32 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 34,006.33 Total Interest/Penalty (D + 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. (3) (4) (5) 15.35 (5A) (5B) 15.35 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;................................. ............................... ................ D b. retain the right to designate who shall use the property transferred or its income;.................. ................. D c. retain a reversionary interest; or................................................................................................ ................. D d. receive the promise for life of either payments, benefits or care?.............................................................. D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?............ ......... .................... ............ ............... ....... ..... ......... ....................... ...... Yes No ~ :--1 iX; [!J ~ 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?....... ............................................................. ............... ................ ............... ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. :!J 'Xl D LJ 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 PS. !l9116 (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. !l9116 (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 PS. !l9116 (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 PS. !l9116 1.2) [72 P.S !l9116 (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 !l9116 (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. 1 Rev-1503 EX+ (6-98) . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANl>- INHERrrANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 Ameriprise Financial - Mutual Funds, Account No. 39,586.36 01155081166 2 002 2 80 shares of PPL - Stock Account No. 3078328915, 44.50 3.560.00 CUSIP 69351T-10-6 3 United States Savings Bonds - Value as listed on the 170.587.44 attached Savings Bond Calculator TOTAL (Also enter on Line 2, Recapitulation) 213.733.80 (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) Ameriprise ~ Financial RiverSource Life Insurance Company RiverSource Funds Ameriprise Certificate 'Company Ameriprise Brokerage 70100 Ameriprise Financial Center Minneapolis, MN 55474 June 29, 2007 JAMES BOGAR 1 WEST MAIN ST SHIREMANSTOWN, PA 17011 Dear JAMES BOGAR: Thank you for your recent inquiry regarding HELEN D SMITH's accounts. These are the values of the accounts as of 04/20/2007. Account Information Mutual Funds Account Number 011550811662002 Ownership Trustee/Beneficiary Mutual Funds Account Number 011550811662002 Total Value $39586.36 # of shares 8993.054 Asset Value Per Share 4.39 The date of death values provided are for estate tax purposes and are not a value to be paid. Accounts may be subject to market fluctuation as governed by each product. Please note that the values indicated for any Life Insurance product(s) reflect the gross death benefit at date of death, not the cash value. Values for any proprietary mutual funds include accrued dividends as applicable. Values provided for brokerage products are manually calculated, and should be used as estimates only. The prices used to provide values are estimates obtained from outside sources believed to be reliable. Ameriprise Financial provides these values as a service to its clients. Actual values used in preparation of tax returns or for planning purposes should be verified by your legal and accounting advisors. We appreciate the opportunity to be of service to you. Please contact us if you have any questions. Sincerely, Will Ballard Death Settlements Processing Team 70100 Ameriprise Financial Center Minneapolis, MN 55474 1-800-862-7919, Option 5,1 Insurance and annuities are issued by RiverSource Life Insurance Company, an Ameriprise Financial company. Ameriprise Brokerage is provided by Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc. Member NASo. Investor Services Toll Free Number 800-345-3085 , , I \~tB' ... \> C. [b " , .. "l;E!fl ~ , P P"'I"ji~~ ~4, .... ... " ... TM PPL Corporation Two North Ninth Street Allentown, PA 18101-1179 htto:/lwww.oolweb.coml Date June 11, 2007 Re: PPL Stock Account Type of Stock: PPL Corporation Common Stock CUSIP: 69351T-10-6 Account Number: 3078328915 Social Security Number: 179-30-3779 Account Registration: Helen D. Smith Date of Death: April 20, 2007 Number of Shares Currently Held: 40 In Certificate Form 40 In Direct Registration In Dividend Reinvestment Plan 80 TOTAL SHARES Number of Shares Held as of Date of Death: 40 In Certificate Form 40 In Direct Registration In Dividend Reinvestment Plan 80 TOTAL SHARES $44.50 Closing market price of Common Stock on New York Stock Exchange on date of death or last business day prior to date of death. Other Comments: PPL Corporation Investor Services GMii./~ Q, l'S~~ ~ Cynthia A. 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Jt~_~~,,.~~,~~~_~ ,1.1 "ME OHiG,N.,si:.t., )l:ATuR,-'f" Mf:RL_Cf' WH..,- I'>A'f ]."I?t?;.;;>'II:T~~"~il'''\I:)''J!'''I~''') "J."'#'}'Yr'r' 'l.,":.'''-'' ~--1.~l~ ,~'l:;l:;o/}_~)!";',,,,,1';".-~~,i -:~~~",,~.,~~~~,1-S} hm::::H " :'~rs . , ~..;...en ::h >1y,;c ":-~B1.n , ~~. fYN'-.... ~'~'!"., ttC>(^;~::"t, th >~r'" fa. 1 ClA:'r~I'<Il(S. '!!4<~..a.w.,," ',",,1<"~"""'~!$<;MW~ ~oi:l>ll" <<<.-:~...,.".<- "'''' ~ "S;{.' ~1.l:. ~i n~";J. ;;"",*~-':",,~__,jM2l""~ 'H'-\'$.;:1 1"1 ,# fJ r- "" ,/I r , ''''\ I F \.-;;-' .;., v' ~ v {'i r.frniJ'~"I:~i'v,.t'J~J';'f;j' ~\ CY.I~ Afn.}.,! Q -~~:.::J_ ~!l~j<~~- ~1~~~!1_:__~~ Jt><.'.l.....'" I"'.!.it'" BJA:U!t " ra. .. ! 179 30 3779 :_t _ 'h'_, .',:!"5. ne.l.fJ!l ;;"'-' . or Nf- m.v,J. . }? ~-.. Ehin, Pa. -Sl!OC~~ ru~,~~,,", ...,..-",...;..j:i'~"'- , \Ilt~ . ~f' U ? n 1 /1 H;l A_;, I,:;.. _;,'. ~:~'f- L.... 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Qr FLo-bert 50x .... ,'/328 ~'!I Erla'in, Pa. 17(10-6 ~~ ~~tlltl'~ $I1~f1~; O~~}::}IlI!JJ:lt~t~l At 't~:( CK'ic:,lNAk MA1"U~"T'" HL!'l'!:;O'(- Wlt.~ ~j.\" LJ. D " a. 1 700iD Or ~ j;,.:J. Pa. lTlT.TUil;r~',J r.t1'1lfiiJ'a, i?'1<.t'''?1t\J.H.2''. (";\l;tl 4,"l.l1trf'.'I4";1,<\, --~i!!jl~ ~~:!.t~~:~W ~L!:~~!l".;:6e} ,~~:ej.~,dJl~::~~~~ A"':' 1"H r: '(Ht~(t;~Af,. MA:TV1lf~T"f H'"E Uf.;O,f' WU.-i.. p.soJ ()XE: Tlf:<~:((Si\:X',JI)'li)~(;n'~I~4~nS: "",f"-*"" ~~ ""","",~~--_ff'-_'",..",_<,___,__-*~ ,",_j"-~'__"'4'M'_'~_ -~ ':.,;:~; ., 79- ,-h Vl'i"-"'_$>'*~ :~I "-.....r""~ "'~ ~.I: '.::: n '.,; tOil ~ ~__ -""'''''''''''"''; '-" ~~RnS '. 'llJ".,,.,,,"'l ~ ~:~~,,~P'If';: ,,:. {'.) -l 1: ig'n' If: '"'. ."",~"k, ~^" . _'''''~~''~,f-. .>:.,. } 7 I'; 7- I C. i' -, -.-~ I r-- ! -(,""", l-- ) vv '- -"""--; ,--t ~nc:- ,...JL /" f ~ ~ ~> , t~ , 'i.; 1']11'. 'I''!'}; ~"." fnli'!~';.'S'~J1!'J'I!J,,:!:C'j(;'.'I''t, ""'lrl1!jJ':):t';(i':'i, -!~>~ c~~~-~:1U,~~2!t ~J~~~~:?l_>;j~.f - ,,}t~,,~,!!,- -:!.~~':~,;:~!l itj'~ 't"H-E; O-R'G~oN.~. M~'nJ,RiT'i' *i(Cfl't~O~' WH..L P4.t' ()XEl ~m:u~n(S~\\:Sfr)) l;)l;H~K~jl:tS~ -"'-="_"k-;;;_", ,~_'li.:t,='F-'-',_...~ -"'~"'''''''''_''1' _'i_~"ri'-""'" ,,_,,_ '~"~#-~'_W"."'.""";,AJ'- 'i~>-~;,:_;>-> ~'~KY""H....~, ti;":'-~_~ ~"_;;:Io',;,jl'>'~ t,t:_,*t""p,'i' _-'"_-t.iv~~,>"", U?nC:/11'J ~~f '- \,..) w~ '--t -L. ,,-....J ~~i~t ~~~1rf111"!l ~r(1:~llij~ (~~I,{~\\1!{~ll;f(~~ A.-t tt'Hf OR"~,Q;l:4^).. MATyRl"''' H:f:#';;-i;tf' w'h;".l. P-A1l" ( )""'''' rl",J'I4.'J,'S" ""Y'll' 'l~1o'I;lI'J/J'" " 't''''S'''' - J.,'l-:~~i~~ ~-,,~~j~!1~::~:~~~Ll)-- ~;_i!,i~!;~_,~~~~'~J 1 17006 r,*,,,,,~,'->M.:F",l.j>""'Urt"" ~"'>;;'''''''*''''-;:'''' r'%t""% r- /1 A .-.. C[J:; Lt- 1. j ;')') [ L~t J'l~I.r ;1;1' "f,' ;'f;) rI~I'~f' illj ~~Jl M,I1Ij3'S", 4' ;"'l;~' . <, 'I ~1,4;1;);Y <I;~ '\:' ~~~~~~-~:',;-->,4 ^:k+,:L--!!~- ~!.;f~~_-,"'::;!':~J ~--'---,~..~i!1:-l_~1!il..!l~~,~ A-"'- T~t_- O:J~.Gl'NAi.. MA"i1ln,-~ .....FUt;q1< Wl:u, ~AY ()X11?11111:I:<;)]t;SAXJ );ti);(f)J'I~\:HS, '="_ ,~"_",) ~"""_-,,-,_-,,- --"",,-~.,__,____.,,_,_,,>-~,_ ,,-...,_,;.' ,,,,,,~,0"-.,,"4-~<;>,.,';;;;,,,,,,,,,,,,,,,~,~-' 0/," .., '7 -,,- ~ v ~1~1;1 '1',)'1 t,t:.:i: t "Z,,",""I"~, 'I~'(I)\I('I'<,,< "") '~S' ~",,;~~:~,\'~~'3!~~~ ~ ----~<<~~,-~-~~.::~~:~~::~# OT Hr. Blain, t' ~. 1""111. *' j!l.T- Ttt~ e-ihGtN-At_ aMi/l::nJl\ti'-T'V M(:AIJ;q.f -WH..~ fi-AY '; <',,",'.If'l'l ""'1'if ""'.Y ,'. "'~'1'i'" 17<'i1';)YI"'I~ '-:I<~'C" Cl.~!:J ,~!~~d!e~~~~~:}~,!,;:,.2!#~~~ tM::o>.",,,,~-,, ;-l:-i'M-i~~~- ,{; '" r'J r' 1" {", ~ :::. -::) 7 '""""-- TU;l:l~ 1(tXiI:111:1nj Svl~:MJlI1S1 fn~'<\<UrEn!;(G;l: .~_../i "<......_'~,_,.,._ ___"f,--""',",~-%-.j ~.. -._, -" ~"",~."""" ,_-___,;" -~ -_. -""-_-""",,,",'--_'_""'--_*;-"""~ -__'*' ~-;... A~ T",f;. OR'.;:...it-oitn__ MAY;./R{TY HE~to:D:f- ';t,n;"1~ t"'A_'" ::~.<'i-<om-,,~ ~A ? Q. ? 7 2 """'" 7 ') 1 ".... f\;~ L.... - L- i -, '"'-".... t H~lt~"";' :jU'*.A:"'4~i!$':' """*t>..ll\",.~"I'" AT 'f'Hf,- O-~jq.N:AJ.:v M"'T"i)~lT't ~H::'It~_'n$' W-~...t. ~A;'f' """"';"'J<'I'l;,'n'L," ,;!i~~'~ ----~;,(5"~j'~~ o:~ ., .",.,.~ -+'1"", ~ ti:: :.~"d:'6~'i976; U""T~::-.~O_ S'!",l;.NW -. ~,*,,i._.;' i 't\'f<" '1\ I' P A, ' ~,i'..';f,~...._~_----"*, lm;_4JIIi;,ip"':;:'l~'~ot_'t_""'" ,...~i#-,"l-;;'-"-;;'" ',.1,''''''.>1' :-=::: 'l'-lif-'P~:::J 'l-'Il:1_"'~_''"''''::lol<''''''#;'''!i'''P ~.~ t') n Ij 1"'-7 r~li L U ~ i C -.r'\ r- ,f oM;, F< v',+" ~.,_e:':":.-<,;, ~ + j, ,,,--_""-_,,,.-'0 ~, .L::" ......."..." . In! :... -- ,VV:: _- . . ~ -7~~fT~~'fffSi~~:LZ~ ,,1Rji:Ik;;~1;:I: ?~;;;1'k \ , ' , ' ~ IF' I,5,SUINCi ~GEt:-l:r'S \ ~I r, L= b ~~9'?:;: \ - - --'J \ DATING STAMf'> J '!:D1t~l1P ~.~ .D.' '.' .. -... 'ib~b[) ![~\-; - - mIDB~ ~I . ~1'~\~,mn)~~B'I'V,!,t\~UlW~"\ 2~ I~~~-:-::. j ~~~'~!r~21 i ~ '~__al~~ AT THE ORIGINAL MATURITY HEREOF WILL. PAY ((j1N~:~~~~'\~)D;6JCn~~tS1 ~~ ~~~~ :3.o;Jert .~ -'0 Srr~i th 186 17006 07 0328 BlaiD., Pa. O~ I:. S?ll.th fa. 17D06 IEItTY;.8~H~~C~[ A!~MlH:~lL~ ~~~~~.;~:: ~~;;O~ : 1 lOt . . ~J.illm~~!1B~IQV.Jl~~ AT THE ORIGINAL MATURITY HEREOF WIL.L. PAY @h~'~l:Ilij)lIDS~~'.@)M)lln~Rt~ D Smith 179 30 3779 ~~~ ~g~~tIST~~:i~~:g~~o~ITgH~II~~~~ T SClll8lD AHD DAUD. A"'DDEUVEIIEDIIYAll TRtASURY DEPARTMENT ""',,"SI1INGTOH ~ ~ %.b; Srowl3rylJl'tAl'lrl'lUury ~?~__~9_~~_______ ; (MONTH) -fflf'~ (YEAR) ,lffii1! mil}~", ,~OOi'1e~ :a:t~ \ 1<. J-' - , ISSUING ~GENT'S \ I' ~ !\ \.' 1 _,~ 4! f~:i~-~~::, I l'~~ ..-\ ~CA":iNG-:~TAtp-' !J ,,): , , \ ' , ' , , L;)\rE\fju:.~ fA, ,~i.1, or Robert " Sn:ith 186 07 0328 Blai:1, Pa.. 17006 "..,.~H-2I1:C:;'E.~"'~~OE"O~IL~' ~~~:~~: 1.DWtNG RE'(IP'fOf PAywun TWEAHOl'l. .... '{ I )J W \I :~, "... '1_-' :.I :.. : ..jII', .. : -'t lOt :.. ..,"1Jlr: --. .-"y, ~/;1Il~~l!'Qell'!l~~OI'O~Oll'o"'u"'C.!l~O':!Ol)"O"'O"'v~lJCGl~III~5G@lv";)<o'~Q"'O'f'v"'~QIiI"oI!llO!llW'~~O\!!loO!'c<!!oeC'!lCl'01!lC'flOi!!l ~J.ill~lY!lJ1:tiJ)~~~Q)!f~~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY ~~'~I~~~~D~nn~RS~ ~~cbert T1 3mi th 186 UJ 0322- ..~~1ay 1975 -(M~Nfti .~I~AR-I-- ,~~\ , ' 1 ISSUING ~PE1~-!'~ M AV 1 !;. . '..l :~, hi - I: ---!.~,~: \ DATING STAMP I , ' , ' LCf!-SVlLLE. Ei 3: " fi ~ ~- n1 ~ . ~I .~ ~ I ;:/ i~ ~I- J,,, ~ ~ .1b He len J.) 2r:J i th 179 30 3779 or 312.in~ ,-'.... :. ';;::'ijI> 170G6 ~~~!~o~~~~~~~s:~~~~~:~~r:::~~Th ~:'11 0':1 O?? 77b'" F JI. _ v 0 _ _ 1. _ IffY 1101'10 "CT, AS ""[MOEO. AJlO Issue. IT Wlu.. IE ....u.JO OHlY Ir DUlY 11'0. 11.0:; II(J;[IP'to~ P.......tl'll THEIIErOll. TREASURY O[PAATM[I'IT WASHIHGTOM ~1 ., "'( . ~ W ~ : -T:. ;~~f1~:e7.;:n~';" :~ THIS 80HD ISI$S\J[D UHDUI .ur1l'10RIT'f 0' T JICTTO TI'I[ TlIUIS A"DCO~DITtOHS STAnD SCI1I81DAHD DATED, Af4DDfLIV[ll[DIIYAIO TREASUltl' OEPAR1M[NT WASHINGTON ~~~ S<<,dtll}'{1/'{)""I""ntly }larch. _~9]5..__u (MONT~; _ _ _ _ _... ~~ARl /~~~ ~~ \, --', J(:F;;'\~~ ~.~ \ r';~:"T~~N~'S \ , ' . , t..... _,..... ~#~1.~ : tvr \ -.-; C,~;U;,f~ ST~!t~); /' \ .... 'j . "01 , ,- - f , / ", ,,/ ~-~X0(~Elf; -~~~1: , II \I :.. I \,rV y': :"-',w', ~,",O<iOO"~u'JlO~~ ~~-Q)~~~'OO~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY ~'~F.llij))W~!\~1ID~Jn11.~nt$) 7b Helen D Smith 179 30 3779 or Robert E Smith 186 07 0328 Blain, Pa. 17006 RT'Y 80HO ACT, AS "''''EIIDEO,MD IS 51J8~ 0', IT Wl~~ DE "''''LID ONLY I' DULY I". LOWIHG II[C[IPTO, ,.........UT TIlUUOR, ." '( I ]I ~ w : -1', "" 'f_-' :aI :-t : ..J', " :.. ", II \I:~ I l,Y,vl.i:' _- . , ..: Narch 1975 ~.m~~~!l!ID~~~1~~-!\f!.~ AT THE ORIGINAL MATURITY HEREOF WILL PAY ~~I~I~ij)JHi~~~1!>~n~Rt5} Helen D Smith or Robert .c. Smith 179 30 3779 -(MONTH}::: ~ ~ ...-rvEAR-1-- ~.8~f4~1~C~,[ A:"'~"'D[flO~(~~' ~~~~.;~~: ~LOWIl~v R[CEIPTO' AA.....[HT T~lRE~OR. ~ F;rst "",,-,{. ! Q I.' ~;nooa. 'loi_ t ISSUING AGENT'S , ~f~~~ z,.gN~ ~~4 , 1~2]y~v~ll1~ -~~ .... , , , , , , , , , I / / / 186 07 0328 Blain, Pa.. 17006 nllsaO~DlS1SSU[t1UNDr.RAtJTI'tO~IT'for ~~~ ;~OT:; ~(~=:[~~c:.~~N:~~:~;:E~~:~ TREASUR'fOEPAATIIolENT -e A. Q/ /I~ WASI'tINGTON ~ r ~ Sradtl'J1 .uMr ;-,.,.ult/y ~ ." '{ I ]I ~ w : -1', "... '1_ :aI:-t ~" :.. ", :.. :- II 'II \I :.. I v;.ViJ: ~~!D!D)~~~QlH~m~~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY ~~I~!:'!i..<!l1[l~~'J!ID~<<!.JDnA.~~ " ~ -(M'?r!r~!a:S~:-~,-~~AR-l- - I ti);,ir,f::i:lL ~i~ ' \ I I I SSU1NG AGENT'S \ ~ 't; ~Ac;J~l~ ) I ~ \, / I ~i '"""'''''''s''o,"".~'"o,,~o,'... "'Y'o"om..sm""o.~o"s". .'In!3~j~i~.:a' fi . ~~~~~~~;~[~:TS[~~~~~N~~~:~;:!;~':,T~ - "- .O:v):.,:~~[~[~~~l:~...:~~I~~E~II~;F~~~ E S. . D"R"J Ir.l ~'I F n"~~~"~:~~~:.'", ~ ,<:l ~ M 103 8?? 772 E ~d , . D.1. ~lD~ JL.J S('(rrtary;/t/r,.rmuu,y _ _ 1 . "~ - ~iij;~;~~iiC~i~i~~~~~[~;I~~~~~:~5~~~~~E~::i~~I#.::;~i~j~<<~;;~iiir;;;~i~:~;:~ :"!f.' 7b Bele:} D Smi th 179 30 3779 It,,larch 1975 or Robert ~ Smi.th 186 07 0428 B,lain, Pa. 17000 . ,vl.i': _-;:f,''',''.t", - . _-": "~'oa~'=~~ ~ ~~G'Thlurrn"G)BQ/~lIIDT;K~ ~~~~,~~~~~~~~'l:: ,~~'lI.\.~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY ~~I~(i):WS~~'12)g~E~RS~ Helen 1) Smith 179 30 3779 THi$ 10ND IS Issuro UMOC~ A,UTHOAtTy or T ~~~:DT~~~I~=TS[~~~~~N:~~~::E~r::~ Y~.8~"~,~C~r"~,,~~;~o"r~~. ~~~~~~:: ~L.OW,NG RU!IPTor p,o,TMIHT TliEIIEFOR. Harch 1975 -(MONTHI-::: ~:: -CYEAR-l-- ,;-,-' J'he f!r.:3r." / :1\j~)+:'"'\n~~ O~",,'7\ I ~"'nl}JJ':'~~ !,.i;;;:~S~. \ : I SSUTNG AGENT'S \ ;~~~~T[N,~ S~AM~ 'j 7A , I , ' '..... ~,1 '1l:"'~~':;j~""', :"',' ,u.,~.,'~~ or Robert ~ Smith 186 Oi 0328 Blain, Pa. 17006 11l.EASlJlh' OEP"RTM[HT W,lt.SHIHGTON ~~~ SumtJ1'j1g/'t!t1'7,....,ru,J' lJ W ., :~. "... '1_-' :.I :.. : ..,.. " : -t " :.. II... . 101 ~ :>t I (,r,'VV': . . ..: -. ':~~1;:~: , .... '( I lJ W ., :~. "... '1_-' :.I :.. : .-P'. " : -t " :.. , II ~ : ..'g ,~ t~ Feb 1976 .k - (MONTH) - == : ~: - {-YiAR-j - - i ~~l,~: 1~~:~f -', ~d' , ~ r{J; ~.~~~fLi~d- ~~t3~: n ~~; ~j: Blain, Fa. 17006 ,::LiZ;i' I!~ I~!: '. ^ ,_ ~:u'ia~';I[ftJi I~;': _=-_- QE.....I.-M.Rf.'. t ION OF ""... 1HISBOltO IS ISSUEO UHOEIl AUfliORITY OF f R'N' 90HO ACT AS .6-IIIEHOEC,AHO IS 5U8- < d i I ~ r J!I1DEP-Ei>! >f JCE (~,~ ;~~~oT~~~[6:lsE~"~~~':;~~~iiE~~~~' [~~':~~{~:'P~~L:~A~~~r'~~[URl;F~~- .i 'tl~.: I{:,:,: ' ~~nl""!"'V z::: F "~' '''A~~~O:~~~~''T , /~~ 1'- M ') uf'"": 0 1? "'I ! 7 t F glrl'1I ~. --l....!.!L! n, ir.J 0 .ill..4 '" tU ~ ~---- l\,!! L v _ _ ! , '"T _ ;: :;!:1 1~,...;..:r,--1 - - SUrda~iJ.flA,if't'rUury - ~' ,~:.~ :~~-,~'~::ri:~~:i~i,~i:~ii:~~;~i~~~~::i:~~~~;~:~3:~:;~~~~~~:~:f.~::~~~:~:~:~~~)ii:~;;.;~:i~~;~~;~~}~~ il~~~J~fm~~ AT THE ORIGINAl. MATURITY HEREOF WILL PAY Q~~JIDWS~~'lJ!)~Imim& Robert E Smith 186-07-0328 or Helen D Smith tl!l~~OeO~~liIG'i~':::8~U:~:~"O~O"'~WO~~~~, _ .. = , 0 ". '~:. u ~~~~~~S1Qlf~~~ AT THE ORIGINAL. MATURITY HEREOF WIL.L. PAY ~~HJ.@1!1lS~~~~RS1 Robert or Helen E Smith 186-07-0328 Feb 1976 -\f.,.tONTHI-, - : ~:: -CvEAR-J -- l~~l] --", '{~fl};lt~~ ~~~ ~, : 1 SSUINC:; AGENT'S , \ "n ~j -~ OT:; ; QAT..,G t,;.(Mp) / , , , ilj1IY~,~~' D Smith Blain, Pa. 17006 ~[:J,iEl o~tp , , ...."71:" THIS aONO IS ISSutO UNDIR AUTHORITY OF / ~\ JECTTO THE TtR.S ANOCONonlONS STATIO a W. ~ SCAletD AIlO DATED. A"D DlLlYERUI IIY..... '1...........i TREASURY OEPARTM[HT WASHINGTON ]I ~ " : -1'. "" '1_-' :aI :.. : -I'. "' :l ~ 1/, . Y '" :>f I _- "'-"'Vid" : . . , - ) -, ~~UJt~~~~Q)1f~ AT THE ORIGINAL. MATURITY HEREOF WILL PAY ~'~ttUJ.@I!1It~~~~ Robert E Smith or Helen D Smith 186-07-0328 Feb 1976 Blain, Pa. 17006 -iMONT~_i-~AR-)-- .I~ ., ~..\ I \ ~SS1N; AG'97h ,: r~OOA~N~STAMP .1 ~!Il" ""~/ iWlW~~' RTY BO..o ACT. AS AIIlUtDIO. ANOIS SUII~ '...IT WILl. BE "A~ID ONLY Ir OUW IM- It, . II '" :>f , -- v;vli": ~l!Wmgj~~~~Q.J!f~~ AT THE ORIGINAL. MATURITY HEREOF WIL.L. PAY II ;1.,11: ~iil e t' it1!;' , III;!: I ISSUING AGENT'S \ ~ ~ .'.' \ . \ lj~1 :: ~" 71\1>' .... _.J.. ~ 'l 1~ 1'< 1:;;1 i.!.I:.'..I. BJ.ain, Pa. ~ \"'vO ti:~;) -'oAitJNd~ il.'.....'.'..1 ~~. \ ~ r{~~ i ~ . tOIfSV!1-{-~,i.. E !)1:11 ""I;;; - DECt~RATION OF ~..,. THlsaONOISISSUEOUNClA,AurHOAITYO, TH ~~ ~ ~ - ~ - INDEPEN E if .= J!~\ ~~~~~T:~~[~:T!>[~"~~"~[~:~t~~.:'~~ <: ~ I I e"., IE - .....,~D7.,....,....... V \~/ ,",ASlJRYDEP,""M,", < ~!l~ tJ n I' ') tJ 1 -( 7 7 r ~1~h~1 '1;.;.j',o 0Li.!dr..~ L W"H"G'OH d1Z-"/ _---- ltl c::.UU 0L.J... I I c. 'll:d ~.." I Sm"." "'''="'Y d~1 '"',;'" '17 L _ ~_.:.'-#~~_ A-;-'- /~-,~~_"'~:::~j. r~::o. ~.,,'r2"n~:~~:::':l::~"'~""""O o~.,,,~'1~- ~ e-''''''~~"'''on"'''?'''''~>Q!!:Q-o~,'?...nn,.....,c-~.ro~"~"'"~'" -."., ~C-"..~...rov.""'!I""l""'O'!lo","n""'"::I~""~'!ll"^"'"C-O..~"'o..n"'~'3~"'~:la:!lc"'?"~"'""""'''''-~''-C''''''r-^."~^~'~--"'-'- ., '" '-:, \,g~ 3t., _~:~:,:~+c:~;;:~:":-~:a:~{~;_~:"~~[~;:~:I~::~~:~:~-;S:~:I~~::~~=~~?~~~::?i:~~.~ltI~~~1~~~e~2:~::~~~,r' ~~~p'~ij)~'1}~'D~Rt~ Robert E Smith 186-07-0328 __I_eb_ _l~76__ u_ (tAONTH] _ _ _ _ {YEARl &Bd - " f~~Qr.a: ad or Helen D Smith lj,~':':"- - , . e AT THE ORIGINAL MATURITY HEREOF WILL PAY ~~p,~ij))yJS~.@)~R1S1 Robert E Smith or Helen D Smi:h 186-07-0328 Blain, Fa. 17006 ~ THIS 80HO 1$ ISSUEO \lHDIA AUTHORITY OF '~\. JIC'TTO T"t TlERIIIS A"DCOHDrTIOPl5 STATIO ~I -! SCRlem AND DAnD. .utDD[UVEAIiDaVA" \.........i TREASURY DEPARTMENT WASHINGTON AfY .~":'~~E ~A~"'O[~H!~: ::~~~:~:: d:;;;ti;;:o. .... '( I II \&I W : -1'. "... 'f_-' :aI :.. : -1'. " :-t ,.. :.. .~. Feb 1976 -(MONTH] = =: ~:: ~ _-'-vEAR-j-- ,The .Bmt ~~gigJtT'S , rr-''D :r~D , , \ , , tT!G1916 ,/ / / .~..& M 200 321 77'3 E .'i:'" Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 PSERS - final retirement payment VALUE AT DATE OF DEATH 536.50 2 Personal Property - Sold at Private Sale 500.00 TOTAL (Also enter on Line 5, Recapitulation) 1.036.50 (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-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANV'I INHERITANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF 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 A. K. Beth Bianchi ADDRESS RELATIONSHIP TO DECEDENT 404 Sharon Avenue Mechanicsburg, PA 17055 Daughter B. Michael R. Bianchi 124 Kim Acres Drive Mechanicsburg, PA 17055 Grandson C. Christopher L. Bianchi 5269 E. Trindle Road, Apt. 5 Mechanicsburg, PA 17050 Grandson JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH LETTER DATE ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE 1 A 11/12/1999 M& T Bank - Certificate of Deposit, 33.582.79 50.000% 16.791.40 Account No. 031003910542272, date of death balance $32,650.51, accrued interest $466.14 2 A 11/12/1999 M& T Bank - Certificate of Deposit, 33.582.79 50.000% 16.791.40 Account No. 031003910542305, date of death balance $32,650.51, accrued interest $466.14 3 A 9/29/1999 PNC Bank - Certificate of Deposit - 12.221.31 50.000% 6.110.66 Account No. 31500166380, date of death balance $12,184.10, accrued interest $37.21 4 A 9/30/1999 PNC Bank - Certificate of Deposit- 11.532.31 50.000% 5.766.16 Account No. 31000165191, date of death balance $11,500.00, accrued interest $32.31 5 A 9/30/1999 PNC Bank - Certificate of Deposit - 15.931.78 50.000% 7.965.89 Account No. 31900166774, date of death balance $15,887.14, accrued interest $44.64 Total of Continuation Schedules See attached pages TOTAL (Also enter on Line 6, Recapitulation) 473.128.71 (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-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAA RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07-0562 ESTATE OF If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY DESCRIPTION OF PROPERTY %OF ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH FOR JOINT MADE DECO'S VALUE OF NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR VALUE OF ASSET TENANT JOINT INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 6 B 1/21/2000 PNC Bank - Certificate of Deposit - 2.940.29 50.000% 1.470.15 Account No. 31300178069, date of death balance $2,940.29, accrued interest $0.00 7 C 1/21/2000 PNC Bank - Certificate of Deposit - 2.940.29 50.000% 1.470.15 Account No. 31500177301, date of death balance $2,940.29, accrued interest $0.00 8 C 1/21/2000 PNC Bank - Checking Account No. 6.218.34 50.000% 3.109.17 5140291981, date of death balance $6,218.11, accrued interest $.23 9 A 11/14/2005 PNC Investments - Investment Account 530.115.65 50.000% 265.057.83 7136-2737 10 A 2/1/2005 Sovereign Bank - Certificate of Deposit- 13.358.19 50.000% 6.679.10 Account No. 0575130646, date of death balance $13,316.76, accrued interest $41.43 11 A 2/1/2005 Sovereign Bank - Certificate of Deposit- 13.358.19 50.000% 6.679.10 Account No. 0575130653, date of death balance $13,316.76, accrued interest $41.43 12 A 2/1/2005 Sovereign Bank - Certificate of Deposit- 13.358.19 50.000% 6.679.10 Account No. 0575130661, date of death balance $13,316.76, accrued interest $41.43 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY DESCRIPTION OF PROPERTY %OF ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH NUMBER FOR JOINT MADE NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET DECO'S VALUE OF TENANT JOINT INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 13 A 2/1/2005 Sovereign Bank - Certificate of Deposit- 13.358.19 50.000% 6.679.10 Account No. 0575130679, date of death balance $13,316.76, accrued interest $41.43 14 A 7/12/2000 The Bank of Landisburg - Certificate of 12.370.25 50.000% 6.185.13 Deposit, Account No. 700008980, date of death balance $12,361.31, accrued interest $8.94 15 A 7/12/2000 The Bank of Landisburg - Certificate of 12.370.25 50.000% 6.185.13 Deposit, Account No. 700008981, date of death balance $12,361.31, accrued interest $8.94 16 B 7/12/2000 The Bank of Landisburg - Certificate of 6.181.10 50.000% 3.090.55 Deposit, Account No. 700008983, date of death balance $6,176.64, accrued interest $4.46 17 A 7/12/2000 The Bank of Landisburg - Money Market 87.351.38 50.000% 43.675.69 Account, Account No. 2618834, date of death balance $87,255.76, accrued interest $95.62 18 A 11/1/1989 United States Savings Bonds - Value as 88.790.00 50.000% 44.395.00 listed on the attached Savings Bond Calculator 19 C 11/1/1989 United States Savings Bonds - Value as 18.348.00 50.000% 9.174.00 listed on the attached Savings Bond Calculator Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TN< RETURN RESIOENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. JOINTLY OWNED PROPERTY DESCRIPTION OF PROPERTY %OF ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH DATE OF DEATH FOR JOINT MADE DECD'S VALUE OF NUMBER NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET TENANT JOINT INTEREST DECEDENT'S INTEREST JOINTLY-HELD REAL ESTATE. 20 B 11/1/1989 United States Savings Bonds - Value as 18,348.00 50.000% 9,174.00 listed on the attached Savings Bond Calculator TOTAL (Also enter on Line 6, Recapitulation) 473.128.71 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) fl:1 M&I'Bank 499 Mitchell Road, Mi1Isboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 June 14,2007 James D Bogar Attorney At Law One West Main Street Shiremanstown, Pennsylvania 17011 Re: Estate of' Helen D Smith Social Securitv: 179-30-3779 Date of Death: Avril 20, 2007 Dear Sir or Madam: Per your inquiry dated Jillle 08,2007, 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 Certificate of Deposit Account Number 031003910542272 Ownership (Names oj) K Beth Bianchi, Helen D Smith * Opening Date 11/12/99 Balance on Date of Death $32,650.51 Accrued Interest $ 466.14 Total $33,116.65 2. Type of Account Certificate of Deposit Account Number 031003910542305 Ownership (Names oj) K Beth Bianchi, Helen D Smith * Opening Date 11/12/99 Balance on Date of Death $32,650.51 Accrued Interest $ 466.14 Total $33,116.65 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please call the North Middleton Office # 717- 240-4521. Sincerely, ~0d'/':2'/'i ~~- /./'~ ~/ v/ ~-?cA / :-/' Nancy Clagett Records Management ~PNC lNVESTMBNTS Member NASD and slPe June 18,2007 James D Bogar Attorney-at-Law One West Main Street Shiremanstown, P A 17011 RE: The Estate of Helen D. Smith Social Security No. 179-30-3779 Date of Death Value: April 20, 2007 - DaD Dear Mr. Bogar: Helen D. Smith and K. Beth Bianchi jointly owned PNC Investment Account 7136-2737. This account was opened on November 14, 2005. The Date of Death Value on the stock in the account is as follows: 6,989 shares PNC Financial Services Group Stock @ $75.85 per share PNC Stock pays quarterly dividends. The dividends were directly deposited into a PNC Bank Account jointly owned by Helen D Smith and K Beth Bianchi. The total amount of dividends directly deposit into the PNC Bank Account since April 20, 2007 are $4,403.07. This was deposited on April 25, 2007. Please notify Desmond Thompson, the Manager of the Mechanicsburg Branch, for information pertaining to PNC Bank accounts owned by Mrs. Smith. His address is 2 East Main Street, Mechanicsburg, P A 17055. If I can be of further service, please do not hesitate to contact me. Sincerely, eU ;?~ Charles E Little, CFP Senior Financial Consultant, Vice President CELldjp cc: K. Beth Bianchi, Executrix The information contained herein has been obtained from sources we believe to be reliable but do not guarantee it to be accurate, correct, complete or timely, and shall not be responsible for the results obtained from it's use. P!'<!C Investments LLC Member of The PNC Financial Services Group Two East Main Street Mechanicsburg Pennsylvania 17055 www.pncinvestments.com ~ -May Lose Value Impo:tant Investor I.nformation: Sec~rities and brokerage services are pr~vjded by PNC lnvest.ments LLC, member !-JASD and slPe. ''', .No BarJk Guarantee Annuities and other Insurance products are offered by PI-..JC Insurance Services LLC, a licensed InsuranCE agency. o PNCBAl\K June 25, 2007 James D. Bogar Attorney at Law One West Main Street Shiremanstown, PAl 70 11 RE: Estate of Helen D. Smith, deceased SSN: 179-30-3779 DOD~ 4/20/2007 Dear Mr. Bogar: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificates of Deposit Account #31500166380 Established 09/29/1999 HELEN D SMITH K BETH BIANCm DOD balance: $12,184.10 + $37.21 accrued interest Account #31000165191 Established 09/29/1999 HELEN D SMITH K BETH BlANCHI DOD balance: $11,500.00 + $32.31 accrued interest Account #31900166774 Established 09/30/1999 HELEN D SMITH K BETH BIANCHI DOD balance: $15,887.14 + $44.64 accrued interest Account #31300178069 Established 01/21/2000 HELEN D SMITH MICHAEL R BIANCHI DOD balance: $2,940.29 + $0.00 accrued interest Account #31500177301 Established 01/21/2000 HELEN D SMITH CHRISTOPHER L BlANCH1 DOD balance: $2,940.29 + $0.00 accrued interest Page I of2 Checking Account Account #5140291981 Established 10/13/1992 HELEN D SMITH K BETH BIANCHI DOD balance: $6,218,11 + $.23 accrued interest The decedent maintained Investment Account (INV #71362737). For further information, you may contact the Brokerage Department at 1-800-762-6111. Please note that this office only provides date of death balances for deposit accounts (mAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. Jfyou need assistance with any of these items, please caIl 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~ WL9-h- Rachelle Wells 1-800-762-1775 P7-PFSC-04-P 500 first Ave. Pittsbur&h P A 15219 Page 2 of2 Member FDIC TOTAL P.02 ~f~ Sovereign Bank@ Court Ordered Processing \ Decedents - MAI-MB3-02-10 - P. O. Box 841005 - Boston, MA 02284 June 15,2007 James D. Bogar Attorney at Law 1 West Main St. Shiremanstown, PA 17011 RE: Estate of Helen D. Smith Date of Death: 4/20/07 Dear James D. Bogar: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, '/ I) ,r, n {.:) Y1;~nd-0/YJ!.fV~ ):l\Ce/.JjV~ Vb' , ;t' Laurie DiGiandt~enico Team Leader 617-533-1789 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Helen D. Smith 179-30-3779 April 20, 2007 Account #: 0575130620 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.43 Other Info: made joint 11/29/06 Open date: 11/28/1997 $160.89 Account #: 0575130638 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.43 Other Info: made joint 11/29/06 Open date: 11/28/1997 $160.89 Account #: 0575130646 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.43 Other Info: joint prior to Feb 2005 Open date: 11/28/1997 $160.89 Account #: 0575130653 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.4 3 Other Info: joint prior to Feb 2005 Open date: 11/28/1997 $160.89 Account #: 0575130661 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.43 Other Info: joint prior to Feb 2005 Open date: 11/28/1997 $160.89 Page 1 of 2 Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Helen D. Smith 179-30-3779 April 20, 2007 Account #: 0575130679 Type: CD In the name of: Helen D. Smith or K. Beth Bianchi Date of Death Balance: $13,316.76 Int.(YTD) from 1/1/2007 to 3/31/2007 Accrued interest to date of death: $41.43 Other Info: joint prior to Feb 2005 Open date: 11/28/1997 $160.89 Page 2 of 2 The ~~?1~ ?Lth~RGn~1~~~urg ESTABLISHED 1903 July 23, 2007 James D. Bogar Attorney at Law One West Main Street Shiremanstown, PA 170ll RE: HELEN D SMITH 179-30-3779 Dear Mr. Bogar, Your request for information on Helen D. Smith, S SN 179-30-3779 with date of death being on April 20, 2007 is enclosed. She has three (3) CD's and one (1) Money Market Checking account with us at this time. This is the Balance and Accrued lnst due at time of Death. Opened Acct. No. Dollar Amt. Accrued Interest Rate Type 7/12/2000 700008980 $ 12,361.31 or K. Beth Bianchi $ 8.94 3.30% CD 7/12/2000 700008981 $ 12,361.31 or K Beth Bianchi $ 8.94 3.30% CD 7/12/2000 700008983 $ 6,176.64 or Michael Bianchi $ 4.46 3.30% CD 3/11/1983 2618834 $ 87,255.76 or K. 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"- 1: ~ g E(]) 2"c c '- >-"_ OJ rtl ..c (]) 0..",-, "'-' '- c 0 o 0 c "-Eu u~ c (]) .0 C"'"l rtl :J "- 1Il U 1Il"~ (]) (]) ~Q)-g:s bbu-ro zz,s:E (1) u "C 0... U 0:1 iZl ........ U 0:1 ........ >- o on ....; u ~ :a :>, \-. ~ CI) CI:l (1) \-. ...... I-IW~C Zzc.:[ ~ ~ ~ ~ 0- ...... ...... ...c: 1lH~m!t!ll!Q}~~~@F;..~~!Cf2:~ AT THE ORIGINAL MATURtT\" HEREOF WILL PAY "His 'OHtI IS ISSUEO uNDU AUTHOfUTT 'Or Jter TO un: TERMS "'HD CONDITIONS ST .sCAIIIED "'"0 ""UD....ND Dt\,JVJ:RtD~ TRU.sUR"I"t!EJlARTMENf WASHINGTON W. H. !9--:-- -tL".e. '_ ~(lrfa7yc/lAfJmr.rury _ ISSUE DATE'-'C~'~!".I WHICHISTHEFlRST DAY. OF . ~I.?' .::....d~l~ ,..,~- ~-!I~ ___.JUl'ill.,.,:_12'/.8 ~!I~'l' {MONTH} B-__l'YEA.R~t..- "'. -_~.""~ TU~~''''''-'''''OF' "Ii r,n:.. ''''''~ft . " I"!" ' . . _ . 1;0" , Et A<-.' ~. "'.. 1'. '''.'.'.' I - Ul; \_~' _ ~..: ..t1 / I.S5UING A". ~NT'S. ." \:. ~."... .'1 ~ I UF\! "1-'078 " \, bhlJ"t\~:,' II~~ 800ff,~p1 ~.: ~.'i " " ~ ~;\ ~~~J!!!~~~tl]!l~l~!E(~~2) Helen D. ..151ain, .....OR K. Beth Eianchi Smith 179-30-3779 Pa. 17006 I'IT'I'.f10NO ACT. ...s .....tHDU). .....D l.5 5UII- Eor. IT WILl.. 8[ VolILlD ONW IF DVl" 11'1- FOLLOWI"GRtt.(IPTOr 1'.I.'ftlui'T fHUEFOR_ llaI W : -1'. ..... '1_-' :.1...=" :...,. ... :.. ,., :.. ~.'i? -- .~:_- , 6 ...t.:~l'--~p~~'(flm~j!l~mf~~ AT THE ORIGINAL MATURITY HEREOF WILL PAY -'J<'I.ilME~)I;Ill€T.M~~DJD@1.n~~ ---"---_-c-~-"fo1-~,~~~.-~~~~~~=-.--~~~ : -#: .. : --t .,. :.... ....il _ _JUJiIE:_,- ~ 19Z$ ~~i ~II' (MONTH1...__:,,~,:,'lYE~Rl-'_;: ~ ,. ",rj:' Q;J r.,v,,^C' !;I J1'1L .....~""'".~C - '_~~I " 2~~.:~'.f{ \, ,~' ~:I , . -'-, (ij, :_ lSSUING~GEt-:'~~ '.~; ~'_, ~ \,J ~ ~~! 1.' '.l).. ~ 07. b i '.r , ~'fIN~.~~..I p., ~ ~ " .../'. --~'. ~I ~ , . -- ' -. ~ ~~ ei;Mf(~~ii.;. _ .111 -.~. ~~!I ~..' ~~.~ Smith 179-30-3779 Pa. 17006 IlethE5ianchi ATV 1I0ND ACT. AS ."'ENDEC,ANCrs sue. tor. IT Wll~ lit VALID ON~V If DULV 1"- OlLOWIHG RttttPTOfJA,,.'tNT THtRE~Oll_ W, N. ElL-....-tL".e. S<<l~"'YdlAf7imJW'Y ;'\J-",': _ " 6 -- ~_~e",~li~"u<;;ig'l;,"","'~"~&~<!i,)~O~;;O 'it.'_~~l!&~J~~Ql!f~~~ AT THE ORIGINAL.. MATURITY HEREOF WU..t. PAY ~\~m~~~~~--PI~~ Helen Blain, DR D. S~ith 179-30-3779 Pa. 17006 Beth Bianchi j~~~~~~~s~l~~;g~:6;~I~H~..~';;.~r S!:JlIlllO .AND DAnD, ~KD tlELIV[RUI TREASUR'l'DEPARTMCNt WASHINGTON ,,=K;:~~~!':;:!., "( . ~ ~ lW :-I"~ ~,. '€:-~~~~~ ;~ III :...: ;";j"y: -- 'Il 0 =~"'O_iim;;~i)iiiii'iiiiiiill(i\~=~~ / AT THE ORIGINAL. MATURITY HEREO,F WILL. PAY .......... ____...._ ~,-,~~.........-{.'~ Jf."iI~'~ ~R~~~?,,'~"'1;i'\TO:1 ::r;..~,;:.~;e> IS SUE 0 A TE ~ .\' I ~-J.;.~/~ '~~~~!i~~.',~Z~:~~~~~~~ WHICH IS THt: ~IRST DAY OF c; Mf~1 ::~i JUNE 1978 ':~ -'MoNT-HI::':'::~; -'-YEA~- - . ,',If:] I l' H t. 3 .."..~ K (.iF "ri!ll ,/ fJ-~ii;~;}'\ f_H:~~! '.'1'''''' , ' ~. " :J I ISSUING AGENT'S _\~ .'l.~:~J~ : ~q~' 1 s ":".~'''6{;,'!~'':~I',' l \J'c..!,tt. ~ ~~".:,j" \ ----o;t("'[IN TM-1P - I '. ~'Ir',,".', \, //'~n ~~ ";"'!--4a.t--p<a-" ~I'~;d ~....,.r'I, Moo 11 ~. - -:;~, . . fj ~,I!J " ~~'I _J Helen Blain, OR D. Smith 179-30-3779 Pa. 17006 K. Beth Bianchi :"~~J[;~~~,~-:~~ ~~~~.2!--) ~~:~ lREASl.:'R"r'DEAARTMEl'lt WASHrtlGTON THIS SOND 1$ ISSU[I) UMOt:1I AUTHOIU'" or J(tTfO nlE TiAMS ..."'OI:OHCITlOMS 5TA,. SCIlIBLQ "'''0 DAtEe. AHO oELrvrRED8l' RTl' 1l0ND ACT, AS AIUNDfD. "'110 IS SUI!- lO~, IT Will. Bl YA~IO Oto~Y l~ DUI.Y 11'1_ O~I.OYrll'fG R[~tl"TO' "AYMEl'IT TH[RE~OR.- I Ill.! :~ I ~Vy': _- . - .. -, -~~Q!t~~@l\ AT THE ORIGINAL MATURITY HEREOF WILL--PAY ~~~'~&I1~~~~~~~~1F1!~1!l~ 179-30-3779 17006 O'~I Ii ~ :.f" 1,:,_-, 'v,v_t ::-::- ,~::-:~ T,'o= AT THE ORIGINAL.. M'ATURITY HEREOF WILl.. PAY ~~~~~Y)~~~l!!~1tD~~~ THIS bOllC IS ISSUED U/ODER ,l.UfHOR1TY OF .1~C'f TO TH[ TUI1II5 A"II CO"'C"IOKS STAlED SCIU.tO..KDO...TEO......./JDUIV(IIE;t1'......fl TPlE,lSllRY DEPARTM[NT WAS"INGTON W. H, [A-::--flc-L S"mtVJ'fI/!A~lrtaSu,y ISSUE DATE _'j WHiCH is THE FIRST DAY OF " ,1! ,"',f ~~ TTThT"" 10'7'8'-' f. ~I _!.'_\.ibtl;q___-"_L___.c.~ ','il'l (MONTH J _ _ -- _... t Y"EAR) 1; 'l l.HE BANtfOp~' ~ ,{f.1 " BLAlf'i ." ::~ ';~r ~l!;:;;~~';le · '. -~-" - --'>;~('-'~I M 20815~~;~~1~ Blain, OR D. Pa. S~ith 179-30-3779 17006 Helen Beth :Bianchi RTY 1101'10 ACT. AS ....[}tOED....HO 1$ SUI. ~~[lo::'=~[~~p~"OI.;~,,~:~.~./~:~UIl~F~II: _ ." '( I 11 W w : 4'. 'I" '1_ :aI:>I: 4'. ~ : -l ,., 'II~:'" _- w: _- . . '. I ~t.~t:J ;Z;::or/~-~ ~-!1{';:cBeth Bianchi .~~~~~ AT THE ORIGINAL. MATURITY HEREOF WILL PAY ~~!.iJ.~~~~RS1 D. Slnith 179 30 3779 . Pa. 17006 [ATY .ONO ACT, AS A"OCOED, AMD 1$ SU.- OF". IT WILL III:: VALlO ONLY Ir DULY IN- OU.OWUtlilItECtlPTOF PA'tIIIl!HT THEREroa., ISSUE DATE'" , . WHICH L.S TH~. F~_~~:_~~-"~~~:r' R ~ Aur;"197gJS:?C:, I ., '"0f~:~;zstilll.~ mE BANKnlJr~;, I " ISe".R*'T!S.",,,,;,,;,I'll \ ,-_. "!.i ':-'.'~~j~!;tt I \ CATING ST~ _ r_ \-:,~ ,I '" "AU G 2 1 1919" ]~: ~ 'II. ", ,~~ ~~_: ~~~: ------ -.! ~~ M 208 4 6 ~L~l~r~t. . '- ~,.,} ~ ~~~~ST~~'::~~~:D~~;'6'~R~~~r SCRIIIED ""0 O"T!O..utD OELIVEAnl"- TREASURY DEP4RTMEHT WA5H1NGTO" '.! 1rI.... '( I 11 \IJ W : -1'. ....... '1_-' :.i :>1 : 4'. ~ : -i "" :.. . \oj W :.. I _- w : _- _. · . -- '. I AT THE ORIGINAL. MATURITY HEREOF WILL PAY ~~~~~~ ISSUE: DATE" WHICH IS THE FIRST- QA't'.OF___- ~- ~-':"-/'''f k~.., 1978'::::" _~~______c_~~~ (MONTH) _ _ _ _ "(YEARl'. '. - ~He1en D. 'Blain, .cOr K.Beth Bianchi Smith 179 30 3779 Pa. 17006 ,,'. · N";:6~;~[~ , 'T'.AEu~,,~,,~s:,:,,::.,:. , B _~.l N,~,. .... - ~"", OATING STAMP . AUq 2 1 J_91:~. ~~~~g~~i~~~~:~~~~::~'~1l0SA~~F SCRIIIEDAHO DATED. M'lDDEUlftItEDfN TflEASURY OEPARTMeNT WASHINGTON ,H. [~-- +Lc-L 5<il"dtuyi1/fA,'1iwrsu'Y ~j1 ? OJ X 4' 'b'-" rSi.:1\l'N,r::fr:~ ,~r~ '- U :J L: L U tRTY .B~N~'~~'l! ~A~DE~~E~~g~~:~:: I.OWIHG ItECUPlOF .....VWEIfT THEREFOR. III" '( I 11 W '" : 4'. "''' '1_-. :aI :.. : ~ ~ : -i "" :.. 'l~~~~~~~~W~~@~~l ~~'f~im~@r~~~JW1PJ~1E~Jl'~ INTEREST CEASES 30- YEARS FRC?M ISSUE DATE 179 30 3'17t~~ 09 1991 7b HELEND Sf'tH TH 824 LISBtrRi'1 ROf4 CAMP HI II 317 PA.17011 -FRS PHil, FISC AST uS' ISSUING AGENT~ \ , ' Dc:r 11 199': l 15A"'hNG ST~P - ~ , , , , " ;/ DR KAR'f BETH ill ANGHL ~" ~. \!-O~002-278-5S9~EE ". 1;.'5\~=:;z., RA --'.-. ---_.slo+,;.r,,'Y~/"IIi~ir'UG~ V22l8589EE' 2000 2 2 7B 5B gill ~~~lL~~~~~~~.m~ ~lliJ!ill~~~$~~,~~R,$;} INTEREST CEASES 30_YEARS' - FROM,ISSUE DATE 09 19911 ~I / .' ...."i ".;fR, e.....?HI1'//C.'1 c,' ..' ". A. ~T · S'r,i; 6~~~~~~:~*~f~ , :d~ . -<' -',~~\~ 179 30 371g HELEN D SMiTH 824 lISBURN fHJAQl\P-r 317 CAMP HIll PA 11011 KARY BETH BIA-NGi-lI V-O~002...27B-59o.~EE .- ou:-c 51722 FLA. .. 1:':;;:;2.71. rL-/... Sm"l"r!/"n/uir"IG'''~--: -.) V 2 218 590 E['1 1:0000 gOOD 71:08 :i 0 0 0 2 2 7 B 5 g 0 III ~1W~~A~~~J~ ~l"lg:~~A~;!!~@Jll~~ INTEREST CEASES 30 YEARS FROM ISSUE DATE 119 30 3719 09 1991 7b H=lFN n SM1T~ 824-LlSBljR~i }~O!\ CA~P !-'lIlt 317 PAl70l1 'fR'B?H'il. :: 1'" C AGT 115\ ~ I~ ISSUING AGENT'tt \ OC:,T 1 1 199]; ~AtING STA'tsP I \ ,DR KA~Y I ~ ~ 3EI~~~b:~5i~27i:591-EE ! "'~n51722 R,~ 8591EE ~ -~~,ti.u;.f;-) V 2 2l i L. 0 00 2 2 7 a 5 9 .111 . ~ ~~,fi;\)';lMJ:~~.~!t&~~lKll'.tY.M.~l},M.,6.o..1,,O.;I>&,il'.{lo.~Jj 3912760 1:000090007i:08 ~!!l~~m~.~ilm\~!~II~~ g!lW~m:~j~~g}~~~\ INTEREST CEASES 30 YEARS FROM ISSUE DATE :r: I 09 1991 'J .'~ -' '" ~ /fR3PH lift) f I:S~5sA~Lr'VS\~;;' I . '-. ._,,'1....,..<.: aqT lLSTAt99f' \ ~ , , 179 30 3779 ~ HELEN 0 SMITH 824 LISBDRN ROAD APT 317 CAMP HILL PA 17011 OR KAR. Y BET Hi BlANCH 1- ~. V-O-002-27a-592~EE 891276000550 011 51722 RA ~;li"u:i:-J ".c V22l8592EE,C 1:0000 gOOD 71:oB 5 0 0 0 2 2 7 B 5 g 2 III 2 78;"593~EE 17221 . . itA -.':~ti_1;--)"-"" (; 00 0 2 2 7 B 5 g 3111 ~ ~ INTEREST CEASES 30 YEARS -,~ FROM ISSUE DATE,.j 09 1991:1 ". f I $ t~"~.t~.t~l ~".I Dc:r 11, 199] I \ DATING STAMp. _.., .s \ . '11- " ~"I V221;~~3E~cl ,,' ~llilili~~~~llml~~~ ~~m.@i'[p~~}~~J9Itft,;.~! 179 30 3779 09 ~ ~~~E~T~e~~~T~GAD APT 317 CAMP-HILL PA 17011 ,FR B FH'it. F I ,S C1S5U~~~LNT't}S\ OdT 11 1991 - \ DATING STAMP I , 'I~ :~ I;~ II . ,',. 1:0000 gOOD 7I,:OB 1~:";;r.;'~;;i;t~;;:.;Z:.EZXi)'1.t.:.~:U'1ijj~/;~;:;:~,':'~-;L;::~;'~iJ~:n<<~;~~~w.!t~~1;;O,;fl';~~,:r-;f:,;f-;r,)!tr,"~1!iff,f-;~r.,~f.i\'I'~ff;. OR KARY BETH BIANCHI_ _ ~ _, ~_ V-D-nn?-?76-j94-~~ pal?74nnn~~n . 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NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 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 DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE EXCLUSION 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 Sovereign Bank - Certificate of Deposit - Account 13.358.19 100.000 13.358.19 No. 0575130638, date of death balance $13,316.76, accrued interest $41.43 2 Sovereign Bank - Certificate of Deposit - Accoun1 13.358.19 100.000 13.358.19 No. 0575130620, date of death balance $13,316.76, accrued interest $41.43 3 United States Savings Bonds - Value as listed on 61.092.00 100.000 61.092.00 the attached Savings Bond Calculator TOTAL (Also enter on Line 7, Recapitulation) 87.808.38 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. 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II_ V 2 3 31 q8,l~s~~1 . .' .'. .. . ....... .<1 ~1I'i~3.~lMMl-.O"'~f1~lo:6.iII.~fIl&i~kiM..It;l4~ !1tID:lI~1iI!:~~lj5t~~~"F.<S\ 179 3D 3779 03 1992 7h HELEM D S~ITH 824 l I SBIJRN ROADcAPT 317 . CAf.i!P HIlt 'n:~PA 17011 FRS PHIt,-. f I $t AGTUS" ISSUING AGENT'S \ MAR, 24 1992: \ DATING STAMP ,'".- I , ~~.'.~"'- - ---- .. -' - ~..._-- -.....-_.._--- '--:"':'.'-._~ _n_'. "_'0___,___ . _.__w._._n........ -- ~--~--~- -----------. 1:0000900071:08 ~-1.ill1ij'N~~:~J~~~~llI!l1il!.~ ~~~~j!\W~~~lll~~, 179 30 3779 HELEN 0 SMITH 824 LIS6IJRM ROAD-APT317 CAI"!? HILL 'PA 11011 POD K BETH BIANCK1~ '1;;;"0-002 - 3 31-0B8;"c'7EE".,-. 892078000374 009517~"?~__ RA,- . .. ~:;ljc"u~m___~ 1:0000900071:08 900023:1.088111 '-,' ~~~A~Jj)~~~ :gW~~~1[JS'~~~JEM~~ "..::~ -~ ~ ~ j , ~ I ~ ~ "<i;: ~ < ~ . " . ~ INTEREST CEASES 30 YEARS FROM ISSUE, DATE 179 30 3779 03 1992 70 H:ElE-r~l D .s prI TH 824 LISBURN ROAD C.Al"1P Hill 317 PA 17011 PRB PHIL- fISt AGT US\' / ISSUING AGENT'S 1 MAR 24- 1992: \ DATING STAMP I , J..!"\T' !.e\r- .:I P(}D i{. EETf-i 3.i_Aj\lCH-I --- Y~O-002-331-08_9-EE B92078000314 009 51763 RA ----~nl'lti;,a$!;--) V2331089EE 1:0000900071:08 . 0 0 0 2 3 j . 0 8 9 III 4i'1flh.;:mf';v,i);CfhJi)~I':;f'<;:};~~i);-iY.f>;-i't;:r.~;M"..f,.{'(.e:rt'i~.'ttr1'"r.-;f;w;rrM;:};c;..tlr.~Ntrhi:ltfh{jo;-<y'f,;"'m~fli\tfM;l};iY.;1<;~ij;;<i;fi;ii;iY,<]tC'~ ~J!!~ ~'1l;~!!)~~~~J~B~~'\ ~~~m~~~~;~~ 179 30 3779 ;0 HELEN 0 Sli'HTH 824 LIS8URN ROAD AP~ 317 CAMP Hill . Pi 17~11 POD K BETH BIAf\ICH! ..~ ~~. "1- 0.-0 02- 3 31- a~Ht~EE 392078000374 OO~:i 5IJ.~3u. . .RA '~-~;,r,,~,~~~~-' ... 1:0000 gOOD 71:08 5000 2 ~ ~ ~08 '-tll. 03 _._...'.."....-._............. '-'.'_0""""" '". "'" 'l!lJt.l!il!.illl.W!1l!~~Q~~ ~~!l.Jt:ll~~~@DR~$S), 179 30 3719 ;0 HELEt\1 D $f>HTH. .......... 824- lIS BU R f\i.' R Ot. D.a~.J}'i:,.317 CAMP HILL:'=,~.-..:.:.-:PA>17011 I . .. ..' .. ~:~hA~~~~::~::::~' . .:O_~CC~.~.~~ i .' '._._._....... -----,~_~.;'_.=_._:.....__..:,,,.,...,,-"""-c--,,.;.-.- ." ~--"~ ---~------ PO [) l( BET Ii lil.A:~H: }{1,cc.J'S::r '~".' V-O.-Jl0..2.-3 31-{Ut5~E:E=.. a92O'7aOOu3Jlti::c:009,~:51763:.RA. __ . .....--..-.. -..- <. '~~/~7i.w~~'.' 1:0000 gOOD 71:08 bOOO 2~ ~ ~08 511. m~~~]ffi~~~~U~~R.li~ ~~~m@)!W~~J!~~, 179 30 3779 ;0 HELEN 0 SM ITH 824 LISBURN ROAD APT 317 CAMP HILL PA 11011 POOl{ BETH 31 AJ>lCHl .. V-D-002-331-D86-EE 392018000374 -009 ~176? RA ~ ~"'~.:J. rL~ S.rr-I"'!Ju/'/Iu ,;;"",,"~ - - ) 1:0000 gOOD 71:08 - ;f\o;r,~:;:t~~;};f~.fJo;rr.f';M~W,f!.;r..;!f;r.,;fr,<<.f.t~f.;f,-;fl.:;f.;~';'i;?>;f,.;';;~i;":.;~~e.;e<"J;f;r:~f;;tf.;);~ 7 0 0 0 2 ~ ~ ~ 0 8 bill SERIEsEEij INTEREST CEASES 30 YEARS . :~ FROM ISSUE DATE ;~,.:.,I 03 199 2 ......,~j FftS P H r'L.'.i..:..........i F I-tAG L US '\' '. :3 ~ - ISSUING AGE.NT'S I ,_c ~~/':~ ,.( MAR, 24 ... 1992i~ DATING STAMP"c, ,I:' \ - ,-" I' . V2331085EEi SERIESEE~' INTEREST CEASES 30_ YEARS FROM ISSUE DATE _c 03 1992.. .. - . - '. FRBPHit:.,f Fl""C AGT US',' ..,.> ISSUING AGENT'S , f'!A~ , ~ftNG 5T1:19 2{ V233108bEE REV-1151 EX+ (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-07 -0562 ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 7,775.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees Bogar & Hipp Law Offices 8,200.00 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 330.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7 Other Administrative Costs 3,099.76 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 19,404.76 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 INHERrr ANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Kathy B. Smith - Organist for Funeral 75.00 2 Nickel Funeral Home - Funeral 7.125.00 3 Rice Memorials, New Bloomfield - headstone engraving 125.00 4 Robert Yankovitz - Pastor for Funeral 125.00 5 Walter Hafer, Jr. - Pastor for Funeral 125.00 6 Zion Lutheran Church - Funeral Luncheon 200.00 Subtotal 7.775.00 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 COMMON\NEAL TH OF PENNSYLVANIA INHERrTANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF ITEM NUMBER 1 DESCRIPTION PSERS - Return of April 2007 Retirement Check AMOUNT 570.40 2 RESERVES - Costs to conclude the administration of the Estate including filing fee for Pa. Inheritance Tax Return and Inventory; preparation of 2006 personal income tax returns and payment of tax due; and preparation of Fiduciary Income Tax Returns 2.500.00 3 Verizon - Hospital Telephone Bill 29.36 Subtotal 3.099.76 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) . Rev-1512 EX. (6-98) '. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONV\lEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Smith, Helen D. FILE NUMBER 21-07 -0562 ESTATE OF Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 Alert Pharmacy Services, Inc. - Medications VALUE AT DATE OF DEATH 155.21 2 Metro Med Services - Transportation to Health South on 4/16/07 48.50 3 Pinnacle Health Medical Services - PHPA Appointments 24.50 4 Quantum Imaging and Therapeutic Association - X-Ray at Harrisburg Hospital 37.00 TOTAL (Also enter on Line 10, Recapitulation) 265.21 (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) I REV-1513 EX+ (9~O) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Smith, Helen D. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] FILE NUMBER 21-07 -0562 ESTATE OF RELATIONSHIP TO DECEDENT Do Not List Trustee(s} SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) I. K. Beth Bianchi 404 Sharon Avenue Mechanicsburg, PA 17055 Daughter Rest, residue and remainder Total 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 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) .J . '" ;.,,,",---.) LAST WILL AND TESTAMENT OF HELEN D. SMITH ..J J .0. I, HELEN D. SMITH, of 824 Lisburn Road, Apt. 317, Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my daughter, K. BETH BIANCHI. SECOND: Should my daughter, K. BETH BIANCHI, prede- cease me, I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my son-in-law, A. ANTHONY BIANCHI. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to ...:. "". /' \ .J --' " j -' J 'J ,(", I '-..I ~ -" '~ .~ \;i impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. ~ i) (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FIFTH: I nominate and appoint K. BETH BIANCHI, Executrix of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason ~ .~ ,~ 2 If . whatsoever of the said K. BETH BIANCHI, I nominate and appoint A. ANTHONY BIANCHI, Executor of this, my Last will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this ~..:27:'it:~day of I . / -lA-<--j{;. ~ I' / / 1994. ..i j , / /, 1---;-- ,/(/.. . ,-T, " '-~~ ~t_ /\__, __"'::Sl-ll'c,-l:l<-- HELEN D. SMITH ( SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (~7aw,:, 0 b&qav I. (j /t.~1 ,/? (/) ./J (. _rf-:.t:'V(.!?';!A;YL.C.-.: I. /""')/lP//4!)f // . (/ Address Address 3