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HomeMy WebLinkAbout09-19-07 ~I -,-'~ --.J 15056051058 REV-1500 EX (06-05) PA Department of Revenue '*' Bureau of Individual Taxes . PO BOX 280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY County Code Year File Number 21 07 0006 Date of Birth 220-14-6000 12/31/2006 09/25/1925 Decedent's Last Name Suffix Decedent's First Name MI Conti Sylvia (If Applicable) Enter Surviving Spouse's Information Below ~pouse's Last Name Suffix Spouse's First Name MI ~p()~se's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ca> 1. Original Return CJ 2. Supplemental Retum c:;:) c;::) 4. Limited Estate Cl 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required <:a:> 4a. Future Interest Compromise (date of death after 12-12-82) C::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) C.::::J 10. Spousal Poverty Credit (date of death c;:) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received ...P... 8. Total Number of Safe Deposit Boxes <::::) James E. White ! (717) 731-96~~ ~ ......r=~~i~~~~~~~-,.... : . :=~ ~=~ ~ ,- Firm Name (If Applicable) Community Trust Company First line of address \..D :::"n ~f:~ 3907 Market Street Second line of address ~i~()~ Post Office . Camp Hill State ZIP Code o 1 c.n -. " 1; ...........~~!~...~.~.~~.~_.........__~._.._.__....J 17011 Correspondent's e-mail address:jwhite@communitytrustco.com Under penalties of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and mplete. Declaration of p parer other than the personal representative is based on all information of which preparer has any knowledge. I G El: RN ATE - 0 ADDRESS I i fJ4- 17 b II SIGNATURE OF PREPARE'3...QTHE ~~- ADDRY ~ 3"~7 ~ $~L~f~G~L~~~~LY OAT 1. /7 07 Side 1 L 15056051058 15056051058 ~ o~ " , -I 15056052059 REV-1500 EX Decedent's Social Decedent's Name: Sylvia C Conti 220-14-6000 RECAPITULATION 1. Real estate (Schedule A). .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 158,533.34 93,859.65 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 9. FuneralExpenses oration, Partnership or Sole-Proprietorship (Schedule C) . . . . . 3. s Receivable (Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. . its & Miscellaneous Personal Property (Schedule E) . . . . . . . . 5.1 9,593.92 perty (Schedule F) C;:'::; Separate Billing Requested . . . . . . . 6. 172.34 rs & Miscellaneous Non-Probate Property 27,117.01 C::::J Separate Billing Requested.. . . . . . . 7. ts (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 289,276.26 & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . . . 9. 10,433.15 t, Mortgage Liabilities, & Liens (Schedule I) . . . . . . . . . . . . . . . . 10. 4.522.56 (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 11. 14,955.71 te (Line 8 minus Line 11) . . .. . . . . . . . ... . . ........ ... . .. 12. ! 274,320.55 : 3. Closely Held Corp 4. Mortgages & Note 5. Cash, Bank Depos 6. Jointly Owned Pro 7. Inter-Vivos Transfe (Schedule G) 8. Total Gross Asse 10. Debts of Deceden 11. Total Deductions 12. Net Value of Esta 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .... . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 16. Amount of Line 14 taxable at lineal rate X.O_ 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 274,320.55 15. 12,344.43 16. 17. 18. 19. TAX DUE. . . . . . . . .. . . .. . . . .. . . . . . . . . .. .... . ... . . .. . . . ......... .... 19. 12,344.43 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT c:.::> L 15056052059 Side 2 15056052059 -.J . REV-1500 EX Page 3 Cecedent's Complete Address: fl!,-~N!!m~@r ;0006 ..,."".,.....,.w__."H."'.....w.w,......w.~..'"'.....,~'^'."'."'w..,..,. ..,.~...-."."....,...._.,... ,.w.., ,~""_W""'."'_"" N.~ DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Sylvia C Conti 220-14-6000 STREET ADDRESS 1846 Holly Drive CITY I STATE I ZIP Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 12,344.43 10,000.00 526.32 Total Credits ( A + B + C ) (2) 10,526.32 3. InteresUPenalty if applicable D. Interest E. Penalty TotallnteresUPenalty ( 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) (5A) (5B) 1,818.11 A. Enter the interest on the tax due. 1,818.11 Make Check Payable to: REGISTER OF WILLS, AGENT i~i';';~ar?'.:.:'y.:;~:J:?1tt~k...,,''ISI.11.~;,. . PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 D b. retain the right to designate who shall use the property transferred or its income;............................................ 0 D c. retain a reversionary interest; or........... .......... .... ....... ................................................................................... ....... 0 D d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ~ D 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. ~ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .......... ................................................................ .............................................. ~ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . 'i{1)lf: ~;;;,":fl~fit.'. '. ;.',."?f.. For dates of death on or atter July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)]. For dates of death on or atter January 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (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. ~9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. ~9116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . . REV.' 502 EX+ (6-9. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Sylvia C. Conti FILE NUMBER 21-07-006 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 DESCRIPTION VALUE AT DATE OF DEATH 1. Improved real estate known and numbered as 1846 Holly Drive, Camp Hill, Cumberland County Pennsylvania. Fair market value determined by recent sales of comparable properties. Please see attached computation and supporting documentation. TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) _ REV-'503 EX- la-98,*, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Sylvia C. Conti FILE NUMBER 21-07-006 All property jointly-owned with right of survivorship must be disclosed on Schedule F. TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of the same size) a ITEM NUMBER 1. DESCRIPTION Fidelity Investments nlo Sylvia C. Conti Account # 2BK-759643 57.776 shares of Spartan 500 Index Fund Investor @ 97.92 per share a. 2. Fidelity Investments nlo Sylvia C.Conti TOO # 2BK-759651 a. 36.837 shares of Spartan 500 Index Fund Investor @ 97.92 per share b. 13479.310 shares of Fidelity Cash Reserve @ 1.00 per share 3. Fidelity IRA nlo Sylvia C. Conti Account # 140-154407 per 12/31/06 Fidelity Statement attached REV-1508 EX. (6-98) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Sylvia C. Conti FILE NUMBER 21-07-006 Indude the proceeds of litigation and the date the proceeds INere received by the estate. All property jolntly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 1998 Buick Century Custom Sedan VIN 2G4WS52MOW1480325, per attached Appraisal 2 Lot of household furniture and furnishings, per attached Appraisal 3 Transamerica Corporation - pension payment 4 Sun Life Annuity - annuity payment 5 Refund Long Term Care Insurance Premium 6 Refund Health Insurance Premium Proceeds from M & T Bank Account Income Tax Refund TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH REV-1509 EX+ (6-98) ~ *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Sylvia C. Conti FILE NUMBER 21-07 -006 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. · Kathy K. Conti ADDRESS RELATIONSHIP TO DECEDENT 1846 Holly Drive. Camp Hill, PA 17011 Daughter B. c. JOINTLY -OWNED PROPERTY: TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) LETTER DATE ITEM FOR JOINT MADE NUMBER TENANT JOINT 1. A. A. A. DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTlY-HELD REAL ESTATE. Members 1 st Federal Credit Union Account # 106363-11 Checking . Members 1 st Federal Credit Union Account # 106363-00 Regular Savings Members 1 st Federal Credit Union Account # 106363-02 Holiday Club .. REV-1510 EX+ (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Sylvia C. Conti FILE NUMBER 21-07-006 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 NUMBER 1. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A copy OF THE DEED FOR REAL ESTATE. 2. Members 1 st Federal Credit Union Account # 106363-05 Money Management Decedent added daughter, Kathy K. Conti, as joint owner, on 10/05/06 Members 1st Federal Credit Union Account # 106363-41 CD due 9/4/07 Decedent added daughter, Kathy K. Conti, as joint owner, on 10/05/06 Members 1st Federal Credit Union Account # 106363-41 CD due 5/29/07 Decedent added daughter, Kathy K. Conti, as joint owner, on 06/29/06 All of the above Members 1 st Credit Union Accounts were paid interest on December 31, 2006, thus there is no accrued interest to report. 3. DATE OF DEATH % OF DECO'S VALUE OF ASSET INTEREST 9,799.34 15,188.12 100 5,129.55 100 TOTAL (Also enter on line 7 Recapitulation) (If more space is needed, insert additional sheets of the same size) REV.15" EX+ (12.991. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Sylvia C. Conti FILE NUMBER 21-07-006 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: StDne & Murray Funeral Home Florist - Flowers for Church 2. 3. Grace Church - food for after funeral B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip Claimant Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Street Address City State . Zip Relationship of Claimant to Decedent TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Advertize Grant of Letters - Patriot News & Cumberland Law Journal 8. Executor - mileage, postage and photocopies 9. PennDot - duplicate sticker for 1998 Buick Century Custom Sedan 10. Chuck Brinker - Appraisal of household furniture and furnishings 11 Community Trust Company - Agency Agreement with Executor, Kathy K. Conti 12 Filing Inheritance Tax Return & Filing Inventory REV-1512EX'(12-03) .. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Sylvia C. Conti 21-07-006 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrelmbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Transamerica Corporation - refund of pension payment to which Decedent was not entitled 51.00 97.38 2. Sun Life Annuity. refund of annuity payment to which Decedent was not entitled 3. Bonnie K. Miller - Lower Allen Township taxes 4. Payment to Loan 4121449991063632 5. Slim Time Spa 6. M & T Bank - payoff of loan 7. EMS - transport to hospital 8. Lower Allen Township - Sewer & Trash 9. Milton Carter - plumbing services Comcast - cable service for December 2006 & January 2007 Verizon - telephone service for December 2006 & January 2007 12. AT&T -long distance telephone service for December 2006 & January 2007 PP&L - electric service for January & February 2007 14. PA American Water - service for December 2006, January & February 2007 15. UGI- service for December 2006, January & February 2007 16. Lowes - purchase of refrigerator 17. P A American Water - service for March 2007 & change of name on account 18. Prudential Insurance - premium 19. Milton Carter - electrical services i.e., ground counter top range; replace fuses with circuit breakers; ground outlets; and separate breaker box for air conditioning - to qualify for homeowner's insurance TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) *' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Sylvia C. Conti NUMBER I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)J Kathy K. Conti, 1846 Holly Drive, Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER 21-07 -0006 AMOUNT OR SHARE OF ESTATE 1. Daughter 2. Donna J. Marsh, 1440 East Philadelphia Street, York, PA 17403-1233 Daughter 123,435.70 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 $ (If more space is needed, insert additional sheets of the same size) "'~ ,:. REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2007-00006 PA No. 21-07-0006 Esta te Of: SYL VIA C CONTI (First, Middle, Last) Late Of: LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: 220-14-6000 WHEREAS, on the 3rd day of January 2007 an instrument dated March 12th 1998 was admitted to probate as the last will of SYL VIA.C CONTI {First, Middle, Last} late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 31st day of December 2006 and WHEREAS,' a, true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: KA THY K CONTI who has duly qualified as EXECUTOR(RIX) and has agreed to adniinister the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA.. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 3rd day of January 2007. ..~dA ~/)~ . {)~;:u~JL LAST WILL AND TESTAMENT OF SYLVIA C. CONTI I, SYLVIA C. CONTI, of 1846 HOLLY DRIVE, CAMP HILL, CUMBERLAND County, Pennsylvania, do make, .publish and declare this to be my Last will and Testament, hereby revoking' all Wills and Codicils by me at any time made. ITEM'I:. I direct' that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this will which is not specifically bequeathed or devised, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor, even though on proceeds of insurance or other property nbt passing under this will. In the absolute discretion of my Executor,. my Executor may pay such taxes immediately., or may postpone the payment of taxes on future or remainder intere$ts until the time possession thereof accrues to the beneficiaries. ITEM II: All my personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal property of every kind, and insurance thereon, I give in equal shares to my children, Kathy K. Conti and Donna J. Marsh who do survive me for a period of thirty (30) days to be divided among them. as they may agree or, if they aF~ ...~na~l~ to agree, as my executor may decide. 10 C;~) '..J;..;/ ;:~::.~.;'--rlJ ITEM III: All tiu{;(jf.e~t:'~Hcij[sidue and remainder of my Estate I ..V' \~HJ'I\ ...;J .r ........ hJ give, devise and bequeath, in equal shares, to my children, if they 88 : I ~d r'_ nv...... Lnn7 h . c.. it. I _hI.. Page 1 of 7 Si iW., ~I.~j 8:1S:83~ :-, ;f\:j ;....' rl~1r" I,"'\/'Y-:. : ~.: I "'":v",' ~i: " -..; -I' ! ,-.... -:\J -' ~v '-_v._.'-..L'..J:....; Initials .5~e,. ~urv i ve me for a period of 30 days. If anyone of my children shall not survive me, then I give the same in equal share to their respective is~ue, per stirpes. ITEM IV: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal. during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardi~n or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Gifts to Minor's Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. ITEM V: In the settlement of my Estate, my Executor shall possess, among others, the following powers, to be exercised for the pest interests of the beneficiaries. ( a) To retain any . investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. (b) To vary investments, when deemed desirable by Initials S~ Page 2 of 7 Page 3 of? Ini ti~ls S~Q- ..;;-~.i~.:";;.:r:-;>;:~~o.j>--:~"::~'-' . . ,- . .- --._,. . IUll\iqnments, options or other writings which may .be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my will. (e) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral. (f) To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stock. (g) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of my Estate. ITEM VI: Any person who shall have died at the same time as Testatrix, or in a common disaster with her, or under such circumstances that it is difficult or impossible to determine who died first, ~hallbe deemed to have predeceased her. ITEM VII: I nominate, constitute and appoint Kathy K. Conti to be my Executor. If Kathy K. conti is unable or unwilling to qualify as executor or havi~g qualified is unable or unwilling to act, I then appoint Donna J. Marsh as executor hereof. I direct that my Executor is specifically relieved from the duty or obligation of filing any bond or bonds. IN WITNESS WHEREOF, I have set my hand and 'seal to this ~ Page 4 of 7 Initials ~y ~ast ~ill and Testa~ent, consisting of thiS and the preceding . ___1)-, daY of ft1A&fd::!-' 1998. four pages, th:ts ~ ~ C. C~' v . Syl'V1-a c. cont1- 3.). kc N~I ~.w t L ~ Of. -rA n()\D \ "~ (l j)? (l'M>'J j/.tl i f7u I / ~ , . Residing (SEAL) 1.nitials~ page 5 of 7 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA 5S: !A~{) -1'j-6()OO COUNTY OF CUMBERLAND I, SYLVIA C. CONTI, Testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, hereby acknowledge that I signed and executed this instrument as my Last Will and Testament; that-I signed it as my free and voluntary act for the purposes therein expressed. 4 ,,t:,,...,. ~ (! . ~~ SEAL) " '" Sworn to and acknowledged before me, by SYLYIA C. CONTI, Testatrix, this . /:1.J/,: day of }..?&('~ , 1998. ~~p~' i Nctari~1 Seal P.r1artin R:pson, Not(Jrj Public Hampden T;fJp., Cumberlaod County My Commis~ion Expires July 27, 2000 Page 6 of 7 /} Initials ~-t- M1:IDAYll COMMONWEALTH OF PENNSYLVANIA ss: ~~()~'J Y-6o~ J COUNTY OF CUMBERLAND We, t, \ V 0 n {) 'G ~ r'\ r t. nl eif \( + "D:A V\lV\ ~ ~ \ \ V ~.v'\ , the witneo es whose names are signed to the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute this instrument as her Last will and Testament; 'that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last will and Testament as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed bef9re me by YVON,% h'VN#pf /I'1Ff,e(- iJ.4wh SU/ItI/ItN. , this ~. day of 1tR~4 ' f998. (SEAL) (SEAL) ~~~~ O::>>~ ~r Notary Public :.Jvtar;al Seal Martin Ripson, t Jotar~ Public Hampden Twp., CUlTlberfano Count\! My Comrnission Expires July 27, 2000 Page 7 of 7 . Initials s'~ I Estate of Sylvia C. Conti 21-07-006 I VALUATION OF 1846 HOLLY DRIVE, CAMP HILL, PA 17011 BY AVERAGE SALE PRICE OF THREE CaMP ARABLES Comparable No: 1 6 Clemson Drive, Camp Hill, P A 17011 Sold on 8/10/2006 for $170,000 less Sellers Help Closing Costs of$I,500 = $168,600.00 Comparable No.2 1419 Carlisle Road, Camp Hill, P A 17011 Sold on 1/3/2007 for $149,000 less Sellers Help Closing Costs of $2,000 = $147,000.00 Comparable No.3 1840 Holly Drive, Camp Hill, P A 17011 Sold on 2/2/2007 for $160,000 amount of Closing Costs Unknown = $160.000.00 $475,600.00 Total Sale Prices of Three Comparables AVERAGE SALE PRICE OF COMPARABLES $158..533.34 [Search Results for The 2004 Tax Assessment Database Are Attached] EXHIBIT TO REV-1500-SCHEDULE A Real Estate II) III t1I .0 t1I 'Iii o i: III E III III II) III III < ~ ~ o N III ;; .g III '"" ::J III III ~ .J:: l:! t1I III en ~ Sold list PrIce Ad... CIty .; MLS" lP...U;Z93~ Chi. Rt!S.dentlal/f'arm ~pe Detadte~ t10 $174,900 - \.Sb\) -=. 11' ~ D t> -1~ - nD.c.ar - 1'Sf;:!JJ- 6 ClEMSON DRIVE · Camp Hill Nun Lower Allen Zip 1701 I ~ ~-:-' ~~.".~- ~t!~ ~~"!O~i~~ OI8t W~ Shore A8 ment 1 .. Stor... 2 Story Hitncllalp ...... f 1 H 2 LewIs P~....an VirtClal leur ..n n.u r..; 1ae12 Wood Ffoor ... 1 .. Main 0 . 2nd ;J. 1 Ird . . Uwet 2 Wood Floor .. ' ....-... . .........-; .. ..a:...~ ~::: ...... let .t Acre. Acrea '~,:,,:.i~!~AIMNe fide. 1619 "",McU ...-.. r_a ;;..:..- ~.-;-.= :: '~":.'~:"l~ ......C........, ....~ No V_r....1t +/- 1965 QNiIiIt bt ..., ..... EdNa -- DIN... ...... C8GI Amen Hat .... ... AuK ,..... An HeIat Wlr SWr Lot $z Lot Desc ~~~,~.;;~~ ~=:;..~. u'-'-. ~_ D~ Aae ~.~ ReI Fntte ~DelB:iDf5, Garage Door Opener, Ceding Fan, Cable ~.. BI~8ar. FclnnaI DIning Room OUt..... 1 cirG.aoe Barn Type CeIIbaf Air .... Inel ttnIb Club. library, Medical Facility, Park, Playground, PubIcF.. __ FGtI!d Air, 01 nllKC PUbic Sewer, Pu ic Wafer '4 k. Less Than VJ N.' Corner, FeRCed, L.eveI, Sloped 41-SO Yecn VICI_I"'La_ Electric 200 + Amps Occ OWner Zonilll Residential 0irM SpaCe, Partially Finished Av..1 'ine ConventIoINlI, cash SOLID 3 BEDROOM, J RJl.L 2 HALf BATH HOME IN CEDAR QJFF MANOR. MA1URE CORNER LOT THAT IS FENCED IN. UPDATED ~_~r tN:.. au::w DnnF IN 'M. AND VINYL REPlAC&tENT WINDOWS. HARDWOOD R.OORS nfROUGHOUT, FJREPLACE, cemw. AIR, ONE CAR GARAGE AND A COVERED PAllO MAKE nus A MUST ~E. APPI.JANU::) INU-UUCU. rE:"~1 ~T~~ ~ ;.::== TO AU. OF YOuR NEEDS. Dtr RD TO RD, U ONTO CJ.EMSON u.tIng Type ecduslve Right Under eon. ...... ... CiIII USt omce LO Af/MAX REAL TV ASSOCJATES omc:e (717) 761-6'300 LA TOM OtELEDNIIC (717) 514-3988 UpdIIte Date 81912006 SAc: 2.5 n.c IIAC 2.5 OAC 1 OON 5 Sold Price $170.100 butnot~ ----- .......... a. c.t uua. ...... tWIt ........ 0.00 01/11/2lX111l:29 AM CST t8DO y- .. ..:..-.--.;:.. _ .. ~ :- .Le-1_ .....---....- , ~._-~-;-- 7~ .- ; c:..t ed .... ,..,. I!III ~ ... ..... ...... c-I ~ .....~ ..... ... ~ ..... aa ... lu 111.1. 'l o SaId lilt ... ....... CIty ~6 ~ o.unDer.snd o.ip 5e*t ~ #I.... 4 .... f100f Aoor ResidenUaVFlnn'" DetaChed t~ ,\,.,01> Mun lower Allen zip 17011 Dew Cedar 01" Marlor ......... West Shote NUl . W.~~~ c... $1'fJ,ODO 1..19 Carlisle Road Camp Hilt ~.- -. --;;a;;- . .. ,~~.~ .~~~~.~..:. 11'.11I11 '''R ...... ..... ...... T.... ........ 2 stDry ....'1 H1 ft.'1~1I11 ceilng flDt Woad floor ..- G Main 1 2Itd 0 3ftI G l.8IeJ 2 LM2 BdCM8 Wood Wood VRI,'YO.' f.iI1iC ...... . 0.21 a.I ... Acr.- -- ~ ....... ........:..... .uon fin..... ......... ..... ....... Fea.~~ ,.. "". c.....__ .....-- ...,.. +j- 1= : .,- ftIIIII! - Other .. ~ DispD58I, Rangt EJec IJ!w!l 41.sG Years =-~ UM 0-' ..... awn .... ..,.. lwei ,. EIIW. ,...... EIecbJc 0cC z.nan. AwM FilII: GIea ] bI!drOOIII IewJ 18 54 raMi room .. 4th ~ ~.81t, 1 (.II" carpGIt, nice yard. see agent 1'CflIBIks. CIaI9 Fm fGrtniII DIning RDcm 1 car Carport CeIinO Fan ____..A a~_ ~, ~~A"".~_"6' Qrmit &reaI<fJS, 100 Amps fMIIY RoOIn ResIdertial (on\tertiGftII. cash 01 Gftk2, ftoDrs, pjtnted r ;. ~ .-::.;.~~::' :~~~~ ~:~ ~ ~ '=~ pit tft"""'" lift tAIft' .......DIII 1f2f11Ji7 SKO nc 11M: 3 OM: t.Io &t CeRIP Detc ow.... .... Leek.... CPML 3315 MARkET 51 ~~21. lA3 ......... -.ype ~ AiFt U.... CoMt .... ... CilI U!It Oftkle. UK.1cboX us C-21 plSCtQNBU REAllY INC. omce (717) 731-6113 IA WaY I03ISK1E (n1) 441-5430 IA% ~ ......... ....... 0.00 01/10/1.00702:56 PM csr 0... ~MPiiEi6' ......~.~~.--- ~. , Mol.... I~o.ea 17J~ ()JIM!Itiat DOlt 2 M;tllJJlJtPl ptOWd8d IS tItJt:mtJt/ rI!JIiIIbJe -.........:..:....: ';- p:'. ~ --.-, ...:~~~..l .L ~~",?tQ o..^~ - )-:.. .......... ........-~.--.l ~o~ Compote ~ ,. ~........,............,..,...... 1It""*--~...- . '_'0 ,- -.~ MLSOocs = :-........ II -lAgOlfJ > "...;:....~r}T ~ CIIy ..... 6 .-.....ay CUmber1and ....... SplIt leftI . ..... 3 ...... 1Q.1.~9.~ntlIVFarm 1We Detached $158.900 r I~, ~ ) 1840'~ffy~ Camp Hill .... Lower Allen _ 17011-7420 Dew c.edar vlnaoe SCIII DIIt West Shon 1 ttan..., No ~ ....... T...... IiIImt. Cb- · ~ I ~ All I E:MIII ~. t 2tlnt I PIInl.! I ~"'::~ I '::,.-:.t~;:r.~l:€' I ~~ I ~ CIIIII!a! aa.-Rf AND StIItus-ACT,BOM.SlO,PNO AND Typc=SF AND Price-lOG HTML. ~'i f cc Prw I . t)f" ..' .... PendinG u.a .... .~r-- ..... 2 SDy ....'1 HI II 1111 ~_l.,;1!~ .".~. _ ~.A. .. ~2D06 ~. 1M Aaw - ..... R...... NJIc Alemrds ...... F..a ~ GIrade 1815 Fill...... .... feet..... ....... + /- ~ No.... ....r.. J,q' ~"Co.........~ .."..., Yes y_.... +/- 1958 'w:. ... -- I!d F.- ... ~ SUI MlQiltb.., .~ ~ WIr '''' LIIitW.~ 'r;:.:;;.,~. ~~"~~.~- Farced NIl, Nltural Gas Den, Laundry Roam Lot DeK . ... F..... .... o.e__ ........ ..... lad ... EcpIitt .... ElKtril: CIGI: z..-. FfJnCeCS, LM 41-50 Veers M&I1IcipII Road r:..a *-- ..... ..... - AIIIMc ...- A.- .... L ,~ Qa BuildIngs, Paul, InQrN'MI fDIe fGrmII Dining RlOOm ~ !'-.:~ !I~~ cenInI ,. 100 Amps MskIendiI .. '~~~~':... !.~ ~\~&.~~f~~;. -'; . . .'.:', ~:i~.~;~~~~,?~1.,!-~iS;~~1..;;,~~1::.~~:~\.: ;~~'.:.~: '~~;..r .~~..:'.,;:.~. 'Ai. ...;:~.i$~l..L..1.;:~:;::.::;~:):::~}" ~,;,,". ':,';,i.' '\l~:l~~iB'-_ I Sylvia C. Conti 21-07-006 I Valuation of Fidelity Spartan 500 Index Fund Investor Traded on December 29, 2006 @ 97.97 Three days before December 31, 2006 Traded on January 3, 2007 @ 97.87 Three days after December 31, 2006 CALCULA TION (3 x 97.87) + (3 x 97.97) 3 + 3 293.91 + 293.87 6 586.52 6 97.92 EXHIBIT TO REV-I500-SCHEDULE B Stocks & Bonds FSMKX: Historical Prices for SPARTAN 500 INDEX FUND INVESTOR - Yahoo! Fina... Page 1 of3 Yahoo! My Yahoo! Mail More New..... ~19JOUIIT lligndpagElp CW~~~r~h] Dow .. 0.71 % Nasdaq l' 0.990/0 Wednesday, August 22,2007, 9:45AM ET - U.S. Markets close in & hours Enter Symbol(s) (~~ .~~_~~~ ] Symbol Lookup Finance Search ,-~ "5(1- rJ ..R'-"IJ1])lr-JWl~tkJ..?,~' [!~, E*TIlUE S'l(W'iti'l' Active Traders 1 Fidelity Historical Prices On Aug 21: 100.56 l' Get Historical Prices for: GO SET DATE RANGE Start Date: Dee End Date: Jan Eg. Jan 1, 2003 Daily Weekly Monthly Dividends Only 25 2006 5 2007 Get Prices First I Prev I Next I Last PRICES Date Open High Low Close Volume Adj Close* 5-Jan-07 97.39 97.39 97.39 97.39 0 96.88 4-Jan-07 97.99 97.99 97.99 97.99 0 97.47 ~- fR'.ffl' f"JIE' fJ1T:l1Jr ffF:ffT' 0 97.36 29..11ellIa'l&" f17J1T~ ' tIE.' W:fJ1r -- 0 97.45 28-Dec-06 98.41 98.41 98.41 98.41 0 97.89 27 -Dee-OS 98.56 98.56 98.56 98.56 0 98.04 26-Dec-06 97.85 97.85 97.85 97.85 0 97.34 * ~aIfJJS,,_~eAdsand splits. First I Prev I Next I Last A Download To Spreadsheet ADVERTISEMENT 1_.u... 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C,,) - I\) (:) (J) I Sylvia C. Conti 21-07-006 I EXHIBIT TO REV -1 5 OO-SCHEDULE E -Cash, Bank Deposits, Misc. Personal Prop. Jack Giambalvo Motor 1390 Eden Road. York. PA.. 17402 ,._ 1_- ~"".....:",. -:C~ January 22, 2007 1846 Holly Drive, Camp Hill, PA., 17011 Dear Sir or Madam: To Whom It May Concern: The 1998 Buick Century Custom sedan originally owned by Sylvia Conti anti with seriCl;-nUTnoeI2G4vv'S52iviVvV-i4oG325ila~ i::I p,ivaie pcttiy Itric.irivciiut:" uj'$S~~ou'rilJirdJ~n:tnti no cents. This value is based upon my 19 years of appraisal experience and current market value of vehicles in somewhat like condition as the vehicle listed here. ~ ~ c:::z -~. -"'- "~)'" - ~-.-,.~ R.Sau ~ les Manager ~ I ~~ja~~~o.:~C Tn"... b .... - - -_..' .,~~ Sa1es~gero; ~N'TJAc: r a~_"c:::1C l390 Eden Road Yor1.PA 17402 (7l1) B46-182I mcll42 FAX: (711) 854-5509 :roD Free: 1~73-2501 JS8~vo.COJn 1IIIRaa' .leeR ffYIJnoA. ISU2U ..,~ '.._--~;.~-,~' 4-,: ~.-~' :?f! '-"~-"~"~'~ .~~~~ ~-~:;~-0:;.')~~;,}~,~'~,:~-~~,:~:;oxf~;tl~~\~~tj~'~r?"~~~~,~;'lP'~~~J'A" -'.' -~- l,'" -..~' ::0;7'~.'''r~1i'----- _-"~.--:i- , ': .... ~rsonal ~rtY()t.$XLVIIJ Cu{...)1i /Yl(~ /fOLLY /)(2., Appraised by Chuck E.. Bricker ITEM C'- . ..f<... 'fZ>'. "D t3 U {j,. ,.! APPRAISAL , ..\ -\. . 1..- 'V, I Sylvia C. Conti · '11\ 21-07 -0006 Sylvia C. Conti - Members 1st Federal Credit Union Account # 106363 ~ Date Withdrawal Deposits Balance Transaction Description Checking 12/24/06 200.24 12/28/06 (24.00) Slim Time - ACH 12131106 176.24 Regular Savings 12/24/06 78.13 12/31/06 0.16 Deposit - Dividend 1.0000% 12131106 78.29 Holiday Club 12/24/06 90.08 12/31/06 0.08 Deposit - Dividend 1.050% 12/31/06 90.16 Money Mangement 12/24/06 9950.38 12/31/06 (167.76) 9,782.62 Withdrawal- VISA Payment 12/31/06 16.72 9,799.34 Deposit - Dividend Tiered Rate CD due 9/4/07 12/24/06 15,121.59 12/31/06 66.53 Deposit - Dividend 5.180% 12/31/06 15,188.12 CD due 5/29/07 12/24/06 5,107.73 12/31/06 21.82 Deposit - Dividend 5.030% 12/31/06 5,129.55 EXHIBIT TO REV -1500 - SCHEDULE F- Jointly Owned Property Send.lnq~ires 10: 5000 Louise Drive PO Box 40 Mecharllcsburg, PA 17055 www.members1st.org Main Switchboard: (717) 697-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TOO: (717) 697-5312 or (800) 263-2328 ext. 5312 TeleBranch: (717) 795-6049 or (600) 237.7288 Statement of Accounts Dec 25, 2006 thru Jan 24, 2007 Account Number: 106363 Account Balances at a Glance: Checking: 554.92 Savings: 121.63 Certificates': 20,317.67 Loans: 0.00 Money Management: 8,799.34 _EMBERS 1st FEDERAL CREDIT UNION 21426 1 AV 0.293 73940-21426 11.1111...11111...111111..1.1..111..1..111.1..1.11.1..1.1.1111 SYLVIA C CONTI C/O KATHY CONTI 38 PRIVET DRIVE ETTERS PA 17319 ------ - - . - = - - --- Page: 1 of 3 Your current Member Loyalty Reward level is Gold Beginning in February, we will be adding additional security enhancements to Members 1 st Online. Please read the enclosed insert for additional information. CHECKING ACCOtJ.NTS 11 - CHECKING' . Date Dee 25 Dee 28 Jan.02 Jan02 Jan'Q4 Jan 04 JanOS JanOS Jan 09 Jan 09 Jan 09 Jan 10 Jan 10 Jan 11 Jan 16 Jan 18 Jan .20 Jan 22 Jan 23 Jan 23 Jan 23 Jan 24 Jan 24 . :. '. ~ " :":. .:- -",:, - ':: " . .':',", . . -, - '; '. ~ Transaction Descn~tiOn' Additions E#/iince' Fo,.",iiii1;.?"; ..... . Joint ..owner:.~Jttit',~CQNTI VVithdra~!.~~.~:~\1,f,~M,;,:l1IMr= .: ". .'. ... ... ... .......... > ...... . .... , ....... ...... 'TYPE:B1~"" i~'1:2f)"ID:1710918619DATA:TEL #800:-923;.8651 q~p()~it mr~r1~f:" . ::~~fiiq~~pe\oo . li):~t)qsit Tr~n~~ . ,"r,t1:0'~~~re 00 ~~P.9sit'm(~_p:~..9tm::'~9c:lre ..' 05 Wi1f;1drc:l\'VCI.L:]h f.',;:\:,,:.- . .... . . ....d .......... "': ..'to:'M~- "~~~A!:,1XXXXX:><XXXXSbaret1 g~b~~:"gg;~:~~;~itat~'m;}~l~I=~ {......... ... '.' ......> '. . .....proces~~Et.:'qH~9k:.:'.",A.T &T Cons'Th.rn.~r ,- -TYii~T^~~'g'S~~f.;YMT' 10: 111 f(;11111 Check 001852 Tracer ()()2t?906759 "' Processe;cJ'C~ecK:-VERIZo'N ARC\, TYPE :qIjECKPYMT 10 ::20050??~1 Check 001851 Tracer0109Q07165 " .. Check 001856 Tracer 01.09001260 Chec~.. 001850,'Tr~~erq1'1.0001232 Check,. OQ1~Tr~cerQ.11Q018776 WithcirGlY@I'T[c:l~:;.ferTo..$bare. 00 chec~ ,()()1~TfC3~E!r..ot1~.1'~~..-"r'" . Check . oo1~Tr~.~er()t18q~. i;}-;. ' Deposit't>Y.:'e.t:leck" : ...... . .. . .... \~.,:-:,~..,:;"..;.;, Check 0018Q3Jra(;er'012201?~60' <:heckOQ1861Tracet 0123()(){)561 Check 001862 Tracer 0123005696 Check 001859 Tracer 0123011753 Check' oo186QTracer 0022253958 ProcessedCheck- LOWES/GEMS :\ TYPE:CHECKPAYMT 10: 0818200406 Ending Ba/ance 2006 Dividends' Paid T' Balar'l~" "'i~O(j~r~~:'. SubtractiOns ,;.";,' '13,08- 55.00- 47;81- 8T~ pO': 119.21- 7~5Q- 157.02~ ?9.:.15'- 59~~~- 66.92- 90.00- 100;00- ::~:1.p? '7'r.E5' .:pp ..'7:~~,,~~~ ~..~.~:~[g~ { 531.;:97 '1~1 ~?:,1'r'~ a:1;1.,8,4 .. 144':92 654.92 554;92 554.92 0.00 -11' "",\,:,,',,,1\,,:, st", " ,''',~ ", . .... : " . MEMBERs." fU)U.ALOEDIT '-:0" Send Inquires to: 5000 Louise Drive PO Box 40 Mechanlcsburg, PA 17055 www.members1st.org Main Switchboard: (717) 697,1161 or (800) 263-2328 EZ Call: (717) 697-4372 or (800) 263-4372 TOO: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (717) 795-6049 or (800) 237-7268 73941-21&26 Dee 25, 2006 thru Jan 24, 2007 Account Number: 106363 Page: 2 of 3 CHECK SUMMARY Check # 001850 001.851 001852 001853 _ 001a54 .., 001~ . .".()(1~:&56 ~;:., " Amount 47.81 13.08 26.17 20.03 127.50 87.50 Cheek # 001857 001858 001859 001860 001861 001862 001863 Amount 7.50 157.02 90.00 100.00 59.61 66.92 29.1~ · fvl~ MEMBERS t" fDJEAAl CRIDIT IIIION Send Inquires to: 5000 Louise Drive PO Box 40 Mechanlcsburg, PA 17055 www.memberslst.org Main Switchboard: (717) 697-1161 or (800) 283-2328 EZ Call: (717) 697-4372 or (800) 283-4372 TOO: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 739.2-21'26 Dee 25, 2006 thru Jan 24, 2007 Account Number: 106363 Page: 3 of 3 Date Transaction Description Dec 31 Deposit Dividend 5.180010 Annual Percentage Yield Earned 5.B()(/}{' from 12/01/2006 through 12/31/2006 Jan 24 Ending Balance 2006 Dividends Paid Additions 66.53 Subtractions Balance 15,188.12 15,'188.12 188.12 46 - 11 MONTH. CERT Maturity Date - May 29, 2007 Date TransactiOn Description Dee 25 Balance Forward Jonl! OWner : KATHY CONTI Dec 31 Deposit Dividend 5.030% Annual Percentage Yield Earned 5. 15ox, from 12/01/2006 through 12/31/2006 Jan 24 Ending Balance 2fJ06. Dividends Paid Additions Subtractions 21.82 '."(. .... .. I Sylvia C. Conti 21-07-006 I EXHIBIT TO REV-1500-SCHEDULE G - Inter-Vivos Transfers C~TtI OF. J'''liHSVL~1'' llfPJIlRl..",lU C.lI IlrVnn.lf: "U8E1IW OF )NllIYlOOt<L IAUs.: OC\" \'. :l&N.u '1.'1tIlt~...lftl;.. FA H'lZ$-Q.'U *' INFOR"ATION NOTICE AND TAXPAYER RESPONSE FILE NO.2l 07-000' ACH 07111300 DATE 03~ 1'-2007 &:<r-..... un..........' ~ EST. OF SVl Y IACOIilTl S.S" DATE ,comn TYPE OF ACCOOtIT fiJ.~i\.~.s. DCHEUIH(; o TRtUn o l;EJtll;f. .1 FOR"'S TI)" Ii <II KA HI Y CO"l r ~8 PR!VET PH IttTERS PA U~19 n "'Oust .3 I1EI'I&ERS,t.STFClJ ,,4$0 1/.lf<IW..... u... n.."I'Ir-t.Dt....... tMJnl~j... 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