HomeMy WebLinkAbout10-02-07 (3)
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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
0303
Date of Birth
189034601
03052007
07231907
WILSON
KATHRYN
MI
B
Decedent's Last Name
Suffix
Decedent's First Name
(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
I 1. Original Return
2. Supplemental Return
3. Remainder Return (date of death
prior to 12-13-82)
5. Federal Estate Tax Return Required
4. Limited Estate
4a. Future Interest Compromise
(date of death after 12-12-82)
'X
6. Decedent Died Testate
(Attach Copy of Will)
7. ~~i:~hecto~:~i~~~~)a Living Trust
8. Total Number of Safe Deposit Boxes
9. Litigation Proceeds Received
10 Spousal Poverty Credit (date of death
. between 12-31-91 and 1-1-95)
11 . Election to tax under Sec. 9113(A)
(Attach Sch. 0)
CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
EDMUND G. MYERS
7177614540
Firm Name (If Applicable)
JOHNSON DUFFIE
, .
REGISTER OEWILLS USE-ONLY
First line of address
301 MARKET STREET
Second line of address
City or Post Office
DATE FILED
State
ZIP Code
17043
LEMOYNE
PA
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.
SIGNA~~RE OF PE~PONSIBLE FOR FILING RETURN DATE
__---<-:....<:" / .:: . / ~c. /U/0 Sally Ruth Maurer u: /, -< eel /7
ADDRESS
4117 Mountain View Road, Mechanicsburg, PA 17050
SIGN RE OF PREPARER OTHER THAN REPRESENTATIVE
EDMUND G. MYERS
DATE
I~/( 0
301 MARKET STREET, LEMOYNE, PA 17043
Side 1
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15056041147
15056041147
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15056042148
REV-1500 EX
Decedent's Name Kathryn B. WILSON
RECAPITULA TION
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)..........
6. Jointly Owned Property (Schedule F) Separate Billing Requested......
7. Inter-Vivos Transfers & Miscellaneous N()f1-probate Property
(Schedule G) Separate Billing Requested............
8. Total Gross Assets (total Lines 1-7)....................................................................... 8.
9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9.
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10.
11. Total Deductions (total Lines 9 & 10)......................................................................11.
12. Net Value of Estate (Line 8 minus Line 11).............................................................12.
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J)................................................. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14.
TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, of
transfers under Sec. 9116
(a)(1.2) X .00 0 . 0 0
15.
16. Amount of Line 14 taxable
at lineal rate X .045
17. Amount of Line 14 taxable
at sibling rate X .12
18. Amount of Line 14 taxable
at collateral rate X .15
578,249.01
16.
0.00
17.
0.00
18.
19. Tax Due...........................
...1.9.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
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15056042148
Decedent's Social Security Number
189034601
221,806.01
5.
153,163.70
244,203.45
6.
7.
619,173.16
25,010.90
15,913.25
40,924.15
578,249.01
578,249.01
0.00
26,021.21
0.00
0.00
26,021.21
D
15056042148
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REV-1500 EX Page 3
Decedent's Complete Address:
DECEDENT'S NAME
Kathryn B. WILSON
-------------
-----------....---
STREET ADDRESS
1465 Hillcrest Court
File Number 21 -07 -0 3 0 3
CITY
STATE-----[ZIP
PA ! 17011
Camp Hill
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
20,000.00
- - -------------
1,052.63
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Credits (A + 8 + C)
(2)
Total Interest/Penalty (0 + E)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
(3)
(4)
(5)
(5A)
(58)
Make Check Payable to: REGISTER OF WILLS, AGENT
26,021.21
21,052.63
4,968.58
4,968.58
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income of the property transferred;...................................................................... ..........1._1
b. retain the right to designate who shall use the property transferred or its income;.... .......................... ....1 . I
c. retain a reversionary interest; or.... ........ .... .................... .... ...... ...... .............. ........... ....... ........ ...... ...... ...... .LJ
d. receive the promise for life of either payments, benefits or care?............................................................fJ
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ......... .............. .... ...... .... ........ .... ........ ............... ........ ........ ......... ...... ...... ...... r 1
No
I
; X i
l)( I
ll(]
[~J
Ix]
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ x
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which _
contains a beneficiary designation? ........ .......... ... ...... ........... .... ........ .... ... ........ ........... ............................. ......... ),.1 1~.1
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is three (3) percent [72 P.S. 99116 (a) (1.1) (i)l.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero
(0) percent [72 P.S. 99116 (a) (1.1) (ii)l. The statute does not exemPB transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent,
except as noted in 72 P.S. 99116 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.
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Rev-1503 EX+ (6-98)
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SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
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 354723801 4,419.897 shares of Franklin Tax Free Trust - PA Tax 10.48 46.320.52
Free Income A
2 638612101 1,541 shares of Nationwide Financial Services Inc - CL 53.375 82.250.88
A
3 746852102 8,830.575 shares of Putnam PA Tax Exempt Inc Fund - 9.16 80.888.07
Shares Ben Interest
4 920902103 674.205 shares of Van Kampen Merr PA Tax Free Fund 17.47 11.778.36
A - Cone
5 920902202 32.635 shares of Van Kampen Merr PA Tax Free Fund 17.41 568.18
B - CL B
TOTAL (Also enter on Line 2, Recapitulation) 221.806.01
(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)
o.
Rev-1508 EX+ (6-98)
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SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WilSON, Kathryn B.
FilE NUMBER
21-07 -0303
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 Cash
VALUE AT DATE
OF DEATH
301.55
2 Cash
185.63
3 Check Deposited into Account
13.57
4 AARP Refund
40.03
5 Members First Certificate of Deposit Account 175519-45
3.284.92
6 Peerless Insurance - Rental Insurance Refund
24.92
7 Sovereign Bank Certificate of Deposit Account 0575138565
34.542.27
8 Sovereign Bank Certificate of Deposit Account 0575138755
12.339.97
9 Sovereign Bank Certificate of Deposit Account 2335253874
25.014.17
10 Travelers Insurance - Refund on Account
101.64
11 U.S. Treasury Department - 2006 Individual Income Tax Refund
170.00
12 United Health Care - Reimbursement of Benefits
29.52
13 Wachovia Bank Certificate of Deposit Account No. 247412051183362
76.640.51
14 1989 Buick leSabre - Valued using Kelly Blue Book.com Valuation is attached to
this Return
475.00
TOTAL (Also enter on Line 5, Recapitulation)
153.163.70
(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)
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Rev-1509 EX+ (6-98)
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SCHEDULE F
JOINTLY-OWNED PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
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. Sally R Maurer
ADDRESS
RELATIONSHIP TO DECEDENT
4117 Mountain View Road
Mechanicsburg, PA 17050
Daughter
B. Virginia Lou Wilson
1465 Hillcrest Court
Camp Hill, PA 17011
Daughter
C.
JOINTLY OWNED PROPERTY:
DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH
FOR JOINT MADE DECD'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 5/1/1998 Members First Certificate of Deposit 62.752.53 50.000% 31.376.27
Account 175519-43
2 A 5/1/2006 Members First Certificate of Deposit 31.344.91 50.000% 15.672.46
Account 175519-46
3 A 9/27/2006 Members First Certificate of Deposit 28.845.05 100.000% 28.845.05
Account 175519-47
4 A 10/7/2006 Members First Certificate of Deposit 10.083.88 50.000% 5.041.94
Account 175519-48
5 A 5/1/1998 Members First Money Management 914.27 50.000% 457.14
Account 175519-05
6 A 4/24/1998 Members First Regular Savings Account 26.53 50.000% 13.27
175519-00
7 A 1/1/1978 PNC Bank Checking Account No. 7.266.98 50.000% 3.633.49
51-4006-9504
8 A 1/111990 PNC Bank Investment Account with 106.264.81 50.000% 53.132.41
Hilliard Lyons
Total of Continuation Schedule ee attached page
TOTAL (Also enter on Line 6, Recapitulation) 244.203.45
(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)
I. '11
Rev-1509 EX+ (6-98)
*'
SCHEDULE F
JOINTLY-OWNED PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
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.
9 B 4/1/1991 United States Savings Bonds - Series E & 100.307.42 100.000% 100.307.42
Series EE. Valued using Savings Bond
Calculator. Bonds listed 1 through 79
10 B 2/2/1992 United States Savings Bonds - Series E & 5.724.00 100.000% 5.724.00
Series EE. Valued using Savings Bond
Calculator. Bonds listed 1 through 5
TOTAL (Also enter on Line 6, Recapitulation) 244.203.45
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule F (Rev. 6-98)
"
REV-1151 EX+ (12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
ESTATE OF
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A. FUNERAL EXPENSES:
DESCRIPTION
AMOUNT
See continuation schedule(s) attached
5,528.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
B.
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City
Year(s) Commission paid
State Zip
2.
Attorney's Fees
Johnson Duffie
15,000.00
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Virginia Lou Wilson
Street Address 1465 Hillcrest Court
City Camp Hill
Relationship of Claimant to Decedent
3,500.00
State
Daughter
PA
Zip
17011
4.
Probate Fees
380.00
5. Accountant's Fees
6.
Tax Return Preparer's Fees
300.00
7.
Other Administrative Costs
See continuation schedule(s) attached
302.90
TOTAL (Also enter on line 9, Recapitulation)
25,010.90
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
t. I.
Rev-1502 EX+ (6-98)
.
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Myers-Harner Funeral Home
5.428.00
2
Rev. Brand Eaton - Baughman Memorial United Methodist Church
100.00
Subtotal
5.528.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
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Rev-1502 EX+ (6-98)
*'
SCHEDULE H-B7
OTHER
ADMINISTRA TIVE COSTS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Cumberland County Register of Wills Office - Filing Fees for Inheritance Tax
($15.00) and Inventory ($15.00)
30.00
2
Cumberland County Register of Wills Office - Additional Probate Fee
50.00
3
The Cumberland Law Journal - Notice of Estate Administration
75.00
4
The Patriot News - Notice of Estate Administration
147.90
Subtotal
302.90
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
"
Rev-1512 EX+ (6-98)
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SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
ESTATE OF
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
VALUE AT DATE
OF DEATH
1 AARP
29.52
2 Alert Pharmacy
107.74
3 Baughman Memorial United Methodist Church - Yearly Pledge Amount (Final)
275.00
4 Bonnie K. Miller, Treasurer - Personal Income Tax
9.80
5 Comcast Central
49.57
6 Comcast Central - Final payment on Account
49.58
7 Linda Olley, R.N. - Parish Nurse
50.00
8 Messiah Village Nursing Home
13.588.83
9 Messiah Village Nursing Home
896.00
10 PA Department of Revenue
17.00
11 PNC Bank Checking Account No. 51-4006-9504 - Statement Service Fee
2.00
12 PNC Bank Checking Account No. 51-4006-9504 - Statement Service Fee
2.00
13 PP&L Electric
306.08
14 Travelers Insurance
216.48
15 US Treasury Department - 2006 Federal Income Taxes
250.00
16 Verizon
63.65
TOTAL (Also enter on Line 10, Recapitulation)
15,913.25
(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)
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REV 1513 EX+ (9 00)
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SCHEDULE J
BENEFICIARIES
COMMONVVEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
WILSON, Kathryn B.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
Trust for benefit of Virginia Lou Wilson,
Sally Maurer, Trustee
1465 Hillcrest Court
Camp Hill, PA 17011
Sally Ruth Maurer
4117 Mountain View Road
Mechanicsburg, PA 17050
FILE NUMBER
21-07 -0303
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Daughter
1/2 of tangible
personalty &
1/2 of residue
of estate
1/2 of tangible
personalty &
1/2 of residue
of estate
Daughter
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 SHEE
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
,
Rev-1512 EX+ (6-98)
SCHEDULE Y-19A
Inheritance Tax
Paid @ 5% Discount
COMMON\NEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
WILSON, Kathryn B.
FILE NUMBER
21-07 -0303
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Cumberland County Register of Wills Office
20,000.00
TOTAL (Also enter on Line 10, Recapitulation)
20.000.00
(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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EXHIBIT A
EXHIBIT B
EXHIBIT C
EXHIBIT D
EXHIBIT E
EXHIBIT F
EXHIBIT G
EXHIBIT H
..311054
ESTATE OF KATHRYN B. WILSON
SCHEDULE OF EXHIBITS
Last Will and Testament of Kathryn B. Wilson signed and dated
June 8th, 2006.
Estate Val Valuation for Funds on Schedule B
Sovereign Bank Date of Death Account Balances
Wachovia Bank Date of Death Account Balance
Kelly Blue Book Valuation of Decedent's 1989 Buick LeSabre
Members First Date of Death Account Balances
PNC Bank Date of Death Account Balances
Savings Bond Calculator valuing Us. Savings Bonds owned
Jointly with Virginia 1. Wilson however, we will take the position
that the Decedent purchased these bonds for her daughter, and
retained ownership.
'.
Last Will and Testament
OF
KATHRYNB. WILSON
I, KATHRYN B. WILSON, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do
hereby make, publish and declare this as and for my Last '\Till and Testament,
hereby revoking and making void any and all Wills or Codicils at any time
heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness
and funeral from my Estate as soon after my death as conveniently may be done.
ARTICLE II
TANGIBLE PERSONAL PROPERTY
I give and bequeath my motor vehicles(s), household and personal effects and
other tangible personalty of like nature (not including cash or securities), together
with any existing insurance thereon, unto those of my daughters who survive me, to
be divided between them in as nearly as equal shares as practical, provided that my
Personal Representative shall deliver any such items for the benefit of my daughter,
VIRGINIA LOU WILSON, unto my Trustee to be held as specified in Article IV
hereafter.
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my Estate, of
whatsoever nature and wherever situate, as follows:
A. ONE-HALF (1/2) thereof unto my daughter, SALLY RUTH
MAURER, or her then-living issue, per stirpes, should she predecease me;
B. ONE-HALF (1/2) thereof unto my TRUSTEE, hereafter
named, IN TRUST, to be held, administered and distributed as the
VIRGINIA LOU WILSON SPECIAL NEEDS TRUST, as set forth in
Article IV hereafter, provided my daughter, VIRGINIA LOU WILSON,
survives me, otherwise her share shall be distributed in accordance with
Paragraph A hereof.
ARTICLE IV
VIRGINIA LOU WILSON SPECIAL NEEDS TRUST
The VIRGINIA LOU WILSON SPECIAL NEEDS TRUST shall be held,
administered and distributed as follows:
2
A. My Trustees shall pay to or apply for the benefit of my
daughter, VIRGINIA LOU WILSON, for and during her natural life, as
Trustee in her sole discretion may from time to time deem necessary or
advisable for the satisfaction of the beneficiary's special needs, and any
income not distributed shall be added to the principal.
B. Upon the death of my daughter, VIRGINIA LOU WILSON,
the principal of this Trust, and any accumulated and undistributed income of
this Trust, shall be distributed in equal shares unto my then living issue, per
stirpes.
C. As used in this instrument, "special needs" refers to the
requisites for maintaining the beneficiary's good health, safety, and welfare
when, in the discretion of my Trustee, such requisites are not being provided
by any public agency, office, or department of any city, county, or state
government, or by the federal government, or any other public or private
agency. "Special needs" shall include, but not be limited to medical and
dental expenses, medical and dental insurance, clothing and equipment,
travel, entertainment, programs of training and education, including
vocational training, and essential dietary needs.
D. It is my intent in creating this Trust that because VIRGINIA
LOU WILSON is disabled and unable to maintain and support herself
independently, my Trustee shall, in the exercise of her best judgment and
3
fiduciary duty, seek support and maintenance for the beneficiary from all
available public resources, including Supplemental Security Income (SSI),
Old Age Survivor and Disability Insurance program (OASIS), Medicare,
Medicaid, Federal Social Security Disability Insurance, and any other
appropriate state or local or private agency serving the disabled. In making
distributions to the beneficiary for her special needs, as herein defined, my
Trustee shall take into consideration the applicable resource and income
limitations of the public assistance programs for which the beneficiary is
eligible.
E. It is my further intent that no part of the corpus of this Trust
shall be used to supplant or replace public assistance benefits of any
city, county, state, federal or other governmental agency. For these
purposes, in determining the beneficiary's eligibility for such benefits, no
part of the principal or income of this Trust shall be considered available to
the beneficiary. In the event my Trustee is requested by any department or
agency to release principal or income of the Trust to or on behalf of the
beneficiary, to pay for equipment, medication, or services that other
organizations or agencies are authorized to provide, or in the event my
Trustee are requested by any department or agency administering such
benefits to release Trust principal or income for this purpose, or in the event
any department or agency administering such benefits petitions any court of
competent jurisdiction for these same purposes, my Trustee shall deny such
request and are directed to defend, at the expense of the Trust established
4
hereunder, any contest of this provision of attack of any nature. My Trustee
shall have complete discretion with regard to any such claims, including
management of all litigation which may result. My Trustee shall also be
authorized in her sole and absolute discretion, to settle, in whole or in part,
or otherwise compromise any such claim or litigation.
ARTICLE V
TRUSTEE
I name, constitute and appointment my daughter, SALL Y RUTH
MAURER, Trustee of the VIRGINIA LOU WILSON SPECIAL NEEDS
TRUST. If my daughter, SALLY RUTH MAURER, fails to qualify or ceases to
so act, I name, constitute and appoint my granddaughters, ELIZABETH M.
HARDING and KATHRYN R. MAURER, Successor Co-Trustees. If either
Successor Trustee fails to qualify or ceases to so act, the other Successor Co-
Trustee shall be authorized to so act without the appointment of another individual
Successor Co-Trustee. I direct that no Trustee named herein shall be required to
post bond. I also authorize my individual Trustee(s), when acting in the office of
Trustee, to select a trust company having a place of business in Pennsylvania to
act as Corporate Co-Trustee. I also authorize my individual Trustee( s) to replace
the Corporate Co-Trustee no more often than once in a five-year period.
5
. .
ARTICLE VI
UNIFORM TRANSFERS TO MINORS ACT
In the event any beneficiary of my Will has not reached the age of twenty-
five (25) years at the time for distribution of his or her share, distribution of said
share may be made in the discretion of my Personal Representative after
considering the age and needs of the beneficiary, either directly to the beneficiary
or to a Custodian for such beneficiary until age twenty-five (25) under the
Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A 9 5301 et seq., or the
applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the
state of residence of such beneficiary as the case may be. My Personal
Representative may designate as such Custodian any institution or person,
including my Personal Representative, qualified to act as a Custodian for such
beneficiary under such Act in effect at the time such distribution is made. A
receipt for any payment or distribution so made shall be a full discharge therefor to
my Personal Representative, who shall not be responsible to see to, or be liable
for, the application of such proceeds thereafter.
ARTICLE VII
POWERS OF PERSONAL REPRESENTATIVE(S) AND TRUSTEE(S)
My Personal Representative(s) (Executor or Successor) and Trustee(s) shall
have the following powers in addition to those vested in them by law and by other
provisions of my Will applicable to all property, whether principal or income,
6
including property held for mmors, exercisable without court approval and
effective until actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in
kind, and in such manner as they may determine.
B. To retain any or all of the assets of my estate, real or personal, without
restriction to investments authorized for Pennsylvania fiduciaries, as
they deem proper, without regard to any principle of diversification or
risk.
C. To invest in all forms of property without restriction to investments
authorized for Pennsylvania fiduciaries, as they deem proper, without
regard to any principle of diversification or risk.
D. To sell at public or private sale, to exchange, 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 or conditions
as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to
each as they from time to time think proper.
F. To compromise any claim or controversy.
7
. .
G. To make such elections, decisions, conceSSIOns and settlements in
connection with all income, estate, inheritance, gift, generation
skipping or other tax refunds and the payment of such taxes as my
Personal Representative shall deem appropriate, without obligation to
adjust the distributive share of any person thereby affected.
H. To combine, without prior court approval, any Trust contained in my
Will with any other Trust with substantially similar provisions,
although such Trust may have been created by separate instrument.
ARTICLE VIII
PERSONAL REPRESENTATIVE
I name, constitute and appoint my daughter, SALLY RUTH MAURER,
Executrix of this my Last Will and Testament. Should my daughter, SALLY
RUTH MAURER, fail to qualify or cease to so act, I name, constitute and appoint
my granddaughters, ELIZABETH M. HARDING and KATHRYN R.
MAURER, Co-Executrices, to complete the administration of my Estate. If either
fails to qualify or ceases to so act, I direct that the other shall complete
administration. I direct that no fiduciary appointed herein shall be required to post
bond for the faithful administration of the duties required in any jurisdiction.
8
. .
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my
Last Will and Testament, this J1!1- day of if~ 2006.
~~~i ~ ,1 (SEAL)
Signed, sealed, published and declared by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, in her
presence and in the presence of each other, have hereunto subscribed our names as
witnesses.
~Y) ltJ
:276503v2
9
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SSe
COUNTY OF CUMBERLAND
We, KATHRYN B. WILSON,
and /J1;fIfCII,elf 6 . R tt'?/
c f)mu Ii) C:. /J1/6JfJ
, the Testatrix and the witnesses,
respectively, whose names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testatrix
signed and executed the instrument as her Last Will and that she had signed
willingly and that she executed it as her free and voluntary act for the purposes
therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of his/her knowledge the
Testatrix was at that time eighteen years of age or older, of sound mind and under no
constraint or undue influence.
.
~~.~~" 7
~"41 fJ ltp,
Witness
bwr '4
10
Subscribed, sworn to and acknowledged before me by KATHRYN B.
WILSON, Testatrix, and subscribed and sworn to before me by
t3 D 111. () AJ j) Q. ()'l Y ~~.I and !J1l1l1aA-R. e T Ii. R ur~
witnesses, this 1S T 1+ day of 0u..1""'l -e.-
2006.
~~iJ.)tf~
No ry Publ
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
GAIL J. MAHONEY, Notary Public
lemoyne Boro., Cumberland County
My Commission Expires Feb. 19, 2010
11
Estate Valuation
Date of Death:
Valuation Date:
Processing Date:
03/05/ 00
03/05/ 00
05/02/ 00
Shares
or Par
Security
Description
High/ASk
8830,575 PUTNAM PA TAX EXEMPT INCOME FD (746852102)
SE BEN INT
Mutual Fund (as quoted by NASDAQ)
03/05/2007
0,
" I
4419,897 FRANKLIN TAX FREE TR (354723801)
PI'. T/F INCM A
Mutual Fund (as quoted by NASDAQ)
03/05/2007
3 )
674,205 VAN KA.'1PEN PA TI'.X FRE:E INCM FD (920902103)
CONE
Mu:ua1 Fund (as quoted by NASDAQ)
03/05/2007
4)
32,635 VAN KAMPEN PA TAX FREE INCM FD (920902202)
CL B
Mutual Fund (as quoted by NASDAQ)
03/05/2007
5)
1541 NATIONWIDE FINL SVCS INC (638612101)
CL A
New York Stock Exchange
03/05/2007
53,75000
Total Value:
Total Accrual:
Total: $221,806,01
Page 1
Low/Bid
9,16000 Mkt
10,48000 Mkt
17,47000 Mkt
17,41000 Mkt
53,0000C H/L
Es:ate of: Wilson, Es:ate of I\a hryn
Account: 7 99-1
Report Type: Date of eath
Number of Securlties: 5
File Ie: WcLSON
Mean and/or Div and Int
Adjustments Accruals
SecuE:y
\lal ue
50,882.07
46,320,52
1:,77E.36
568,18
82,250,88
$221,806,01
SO,OO
This report was prcd'ucea vHth EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you nave questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7,0.4)
9.160000
10.480000
}7,470000
17.410000
53.375000
. .
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Kathryn B. Wilson
189-03-4601
March 5, 2007
; Account #: 0575138565 Type: CD
In the name of: Kathryn B Wilson (Sally R Maurer POA)
Date of Death Balance: $34,522.98
Int.(YTD) from 1/1/2007 to 3/512007
Accrued interest to date of death: $19.29
Other Info: Account closed on 03/30/07 for $34,616.24.
Open date: 2/8/1993
$189.44
I
Account #: 0575138755 Type: CD
In the name of: Kathryn B Wilson (Sally R Maurer POA)
Date of Death Balance: $12,333.67
Int.(YTD) from 1/1/2007 to 3/5/2007
Accrued interest to date of death: $6.30
Other Info: Account closed on 03/30/07 for $12,364.14.
/ Account #: 2335253874 Type: CD
In the name of: Kathryn B Wilson
Date of Death Balance: $25,000.00
Int.(YTD) from 1/1/2007 to 3/512007
Accrued interest to date of death: $14.17
Other Info: Account closed on 03/30/07 for $25,068.59.
Open date: 10130/1993
$61.92
Open date: 10/4/1993
$139.41
Page 1 of 1
--
~~~
WACHOVIA
Reference ID: 2029697
Wachovia Bank N.A.
Balance Confirmation Services
POBox 40028
Roanoke, VA 24022-7313
May 2, 2007
JOHNSON DUFFIE STEW ART & WEIDNER
301 11ARKETSTREET
POBOX 109
LEMOYNE, PAl 7043-0 I 09
SUBJECT: Verification / Confrrmaticn of Account and Balance Information provided for:
Customer: KATHRYN WILSON (SSN# 189-03-4601)
Date of Death: March 5,2007
Deposit Account Information
Account
Type
Account
Number
Date of Death
Balance
Average
Balance*
Date
Opened
Maturity Interest
Date Rate
Accrued YTD
Interest Interest Paid
Date
Closed
CERTIFICATE OF DEPOSIT 247412051183362
LEGAL TITLE: KATHRYN WILSON
$76,629.76
5/5/2000
$10.75
$969.40
3/29/2007
* Due to system limitations, we can only provide a twelve month average balance on depository accounts.
No Safe Deposit Box found for customer.
* Date of death balance does not include accrued interest.
* If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
/"'"-. madp tin hat time ~iod.
, '-'.~.
"-'--~
Audrey T~
Servicenter Associate
Phone: (540)563-7323
ssp; at
0000000614
......_~~""J ............-- ............."....J'~... ... .l.lVu.",,,,,,,.J. W-.l"'J .J. .1..1.\0..1.1..1..1.5 .I.'\...\o.i}'V.1.L - .1..JIU1V.1\.., ~\.Il1LUlY
. .
Keller BII.e Book
THE TRUSTED RESOURCE.
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BLUE BOOK's PRIVATE PARTY VALUE
Condition
Value
Excellent
$805
Good
$690
More Photos
Fair
$475
NEXT STEPS:
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Vehicle Highlights
Mileage: 87,985
Engine: 4-CyL 2.5 Liter
Transmission: Automatic
Drivetrain: FWD
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Standard
Air Conditioning
Power Steering
AM/FM Stereo
http://www.kbb.comlKBB/UsedCars/PricingReport.aspx?V ehicleClass=UsedCar&ManufacturerId=7 & Y... 03/21/07
....--~"-.J .-.-,,-- ---"-,,,-,,,... ...~.... -....- 4- ......."....J 4- ......""".........b "'''-'''''.J:-''''-''''''' .-.--...-......, ----......"'.........)
J. '-'1.6'"" L.. \JJ -'
Under $5,000
Blue Book Private Party Value
. .
Both New and Used
Sedan
Private Party Value is what a buyer can expect to pay when buying a used
car from a private party. The Private Party Value assumes the vehicle is sold
"As Is" and carries no warranty (other than the continuing factory warranty).
The final sale price may vary depending on the vehicle's actual condition and
local market conditions. This value may also be used to derive Fair Market
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Excellent
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F'~~F~A~"~'r-~!1'~
~,~,,",>,.j;:i.:..,;M~."';i.n;:...$
$805
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"Excellent" condition means that the vehicle looks new, is in excellent
mechanical condition and needs no reconditioning. This vehicle has never
had any paint or body work and is free of rust. The vehicle has a clean title
history and will pass a smog and safety inspection. The engine
compartment is clean, with no fluid leaks and is free of any wear or visible
defects. The vehicle also has complete and verifiabie service records. Less
than 5% of all used vehicles fall into this category.
::;elcct {'fj()(jeL"
Good
$690
"Good" condition means that the vehicle is free of any major defects. This
vehicle has a clean title history, the paint, body and interior have only
minor (if any) blemishes, and there are no major mechanical problems.
There should be little or no rust on this vehicle. The tires match and have
substantial tread wear left. A "good" vehicle will need some reconditioning
to be sold at retail. Most consumer owned vehicles fall into this category.
Fair
r."l*l,~""'1ii:
W.'W'l..J
$475
"Fair" condition means that the vehicle has some mechanical or cosmetic
defects and needs servicing but is still in reasonable running condition. This
vehicle has a clean title history, the paint, body and/or interior need work
performed by a professional. The tires may need to be replaced. There may
be some repairable rust damage.
Poor
~
;..J
N/A
"Poor" condition means that the vehicle has severe mechanical and/or
cosmetic defects and is in poor running condition. The vehicle may have
problems that cannot be readily fixed such as a damaged frame or a
rusted-through body. A vehicle with a branded title (salvage, flood, etc.) or
unsubstantiated mileage is considered "poor." A vehicle in poor condition
may require an independent appraisal to determine its value. Kelley Blue
Book does not attempt to report a value on a "poor" vehicle because the
value of cars in this category varies greatly.
* Pennsylvania 3/21/2007
Accurate Condition Appraisal
Change Condition
Accurately appraising the condition of a vehicle is an important aspect in
http://www.kbb.comlKBB/UsedCars/PricingReport.aspx?V ehicleClass=U sedCar&ManufacturerId=7 & Y... 03/21/07
. .
@
RECEIVEP
APR 3 0 2007
JOHNSON, DUfFIl::. ,
STEWART AND WEIDNLr
MEMBERS 1st
FEDERAL CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
175519 -00
04/24/1998
$26.53
$.00
$26.53
Sally R. Mauer
04/24/1998
MONEY MANAGEMENT ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
175519 -05
05/01/1998
$914.27
$.03
$914.30
Sally R. Mauer
05/01/1998
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
175519 -43
05/01/1998
$62,725.17
$27.36
$62,752.53
Sally R. Mauer
05/01/1998
175519 -45
11/10/2004*
$3,283.26
$1;66
$3,2&4.92
None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
175519 -46
05/01/2006**
$31,327,78
$17.13
$31,344.91
Sally R. Mauer
05/01/2006
175519 -47
09/27/2006
lr,)Q Q')') QO)
y.:...u,vvv......v
$11 .22
$28,845.05
Sally R. Mauer
09/27/2006
Pri;lc:pa! Balance 6t Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
tUJl:blC?11C:" .~ f.j~'LPJ~ C~C~'...vu..M ~~ I,J\.fy(, 1!\J 11(~)l ~
ttU'Nv ptt.0 V Uf M~ IlW (\iQl. C I fJ ,!y
.')()()() Louise Drive. PO. Box 4() . Mechanicsburg, Pennsylvania 17055 . (717) 697-1161 . www.mcmbers1st.org
. .
CERTIFICATES OF DEPOSIT:
Account Number/Suffix
Date Certificate Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Date Joint Ownership Established
175519 -48
10/07/2006*
$10,083.88
$3.92
$10,087.80
Sally R. Mauer
10/07/2006
*Purchased by transfer from 175519-00.
**Purchased by transfer of redeemed joint certificate 175519-42, originally purchased 5/1/98.
ZM.BER.S 1 S, T FED ERAL C. REDIT UNION
,i //} ')
)~;dt // /,(42:'[ /
enise A. W61fe i
Insurance Services S pervisor
April 27, 2007
Estate of: KATHRYN B. WILSON
Date of Death: 03/05/2007
Social Security Number: 189-03-4601
. .
~ PNCBAN<
April 24, 2007
Dana L. Wieseman
301 Market Street
P.O. Box 109
Lemoyne, P A 17043-0109
RE: Estate of Kathryn B. Wilson, deceased
SSN: 189-03-4601
DOD: 3/5/2007
Dear Ms. Wieseman:
In response to your request for Date of Death balances for the customer noted above, our
records show the following:
Checking Account
, Account #5140069504
Established 01/01/1978
KATHRYNB WILSON
SALLY R MAURER
DOD balance: $7,266.25 + $.73 accrued interest
:1 The decedent maintained Investment Account (INV #85010770). 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
(IRAs, CDs, Checking and Savings aocoW'1ts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-888-PNC-BANK. (I -888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
(9J(lC)lPJH uJle-PA-
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Member FDIC
TOTAL P.01
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Page 1 ot 1
, .CalEulated Value of Your Paper Savings Sondes)
Calculator Results for Redemption Date 03/2007
Total Price
$2,500.00
Total Value
$5,724.00
Total Interest
3,224.00
YTD Interest
$112.00
Bonds: 1-5 of 5
Serial # Series Denom Issue Next Final Issue Interest Interest Value Note
Date Accrual Maturity Price Rate
M43882156EE EE $1,000 02/1992 08/2007 02/2022 $500.00 $644.80 4.00% $1,144.80
M43882152EE EE $1,000 02/1992 08/2007 02/2022 $500.00 $644.80 4.00% $1,144.80
M43882154EE EE $1,000 02/1992 08/2007 02/2022 $500.00 $644.80 4.00% $1,144.80
M43882155EE EE $1,000 02/1992 08/2007 02/2022 $500.00 $644.80 4.00% $1,144.80
M43882153EE EE $1,000 02/1992 08/2007 02/2022 $500.00 $644.80 4.00% $1,144.80
Totals for 5 Bonds $2,500.00 $3,224.00 $5,724.00
Notes
NI Not Iss ued
NE Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earning interest
http://www . treasurydirect.gov IBC/SBCPrice
08/01/07
'--"LU""'......1.(..U.\..tU "(..1..1.\.4""' V.L .1 V'..U ~ (..I..}-'\.I1 o.JU.V11J.5~ ..L.JvJ.J.U\~) r abt; I VI L.
.. CalCuiatetl Value of Your Paper Savings Bond(s)
HOW TO SAVE YOUR IN VENTORY
Calculator Results for Redemption Date 03/2007
Total Price Total Value Total Interest YTD Interest
$38,075.00 $100,307.42 $62,232.42 $1,177.60
Bonds: 1-79 of 79
Serial # . Issue Next Final Issue Interest Interest Value Note
Senes Denom Date Accrual Maturity Price Rate
M42995621EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M42995620EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M42995619EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M42995618EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M42995617EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M42995616EE EE $1,000 04/1991 04/2007 04/2021 $500.00 $667.60 4.00% $1,167.60
M41576404EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576403EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576402EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576401EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576400EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576399EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576398EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576397EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576396EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576395EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576394EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576393EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576392EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576391EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576390EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576389EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576388EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576387EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576386EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M41576385EE EE $1,000 09/1990 09/2007 09/2020 $500.00 $714.80 4.00% $1,214.80
M35251344EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M35251345EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M352513446EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M35251347EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M35251348EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M35251349EE EE $1,000 08/1989 08/2007 08/2019 $500.00 $764.00 4.00% $1,264.00
M30578189EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M30578188EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M30578187EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M30578186EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M30578184EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M30578185EE EE $1,000 02/1989 08/2007 02/2019 $500.00 $789.20 4.00% $1,289.20
M28251040EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
M28251039EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
M28251038EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
http://www.treasurydirect.gov/BC/SBCPrice 03/29/07
[M28251037EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
"l 1\1'28~51036EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
M28251035EE EE $1,000 08/1988 08/2007 08/2018 $500.00 $815.20 4.00% $1,315.20
M26972342EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M26972343EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M26972344EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M26972341EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M26972340EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M26972339EE EE $1,000 05/1988 OS/2007 OS/2018 $500.00 $815.20 4.00% $1,315.20
M25377743EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377742EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377741EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377740EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377739EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377738EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377737EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25377736EE EE $1,000 11/1987 OS/2007 11/2017 $500.00 $841.20 4.00% $1,341.20
M25239587EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239588EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239589EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239590EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239591EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239592EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239593EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239594EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239595EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.00
M25239596EE EE $1,000 06/1987 06/2007 06/2017 $500.00 $868.00 4.00% $1,368.0()
M 16068054EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M16068055EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M 16068056EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M16068057EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M16068058EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M16068051EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M 16068052EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
M16068053EE EE $1,000 09/1986 09/2007 09/2016 $500.00 $1,083.204.00% $1,583.20
L552461965E E $50 06/1961 06/2001 $37.50 $366.40 $403.90 MA
Q1882752897E E $25 06/1961 06/2001 $18.75 $183.20 $201.95 MA
Q1993935387E E $25 09/1963 09/2003 $18.75 $204.42 $223.17 MA
http://www . treasurydirect.gov /BC/SBCPrice
03/29/07