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Home My WebLink About11-14-07 ~ --.J 15056051047 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 Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth 1 2 4 1 3 8 5 Decedent's Last Name Suffix Decedent's First Name MI M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WillS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return <=> 2. Supplemental Return <=> 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required <=> <=> 4a. Future Interest Compromise (date of death after 12-12-82) <=> 7. Decedent Maintained a Living Trust (Attach Copy of Trust) <=> 10. Spousal Poverty Credit (date of death <=> 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 Day1ime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received -'l 8. Total Number of Safe Deposit Boxes 4. Limited Estate <=> - <=> Ant h 0 n L 4 Firm Name B 0 i 1 i n 9 1 7 REGISTER OF WIL~SE ONLY P c::>> Q ~~i i~) :~~:~ _ p <: ~::I25 m ":-...T1 ~ch~ .r:- ~~ g o 0 "'0 -'I -Tl ("") -n::IE ::D PATE FILIUi1) ~? C.I1 CN First line of address p 0 Box 358 Second line of address 1 1 3 City or Post Office State ZIP Code 7 Correspondent's e-mail address: Under penalties of pe~ury, 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. /f;o .. ~(J.k J S-P ~t:t 1';'" ;U6"' PLEASE USE ORIGINAl FORM ONLY Side 1 L 15056051047 15056051047 --.J --.J 15056052048 REV-1500 EX Decedent's Name: Mary C. Marconi 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) c:::) Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. Decedent's Social Security Number .13 85. 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/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 .04..5- 2 1 8 7 6 5. 3 5 17. Amount of Line 14 taxable at sibling rate X .12 - 18. Amount of Line 14 taxable at collateral rate X .15- 1 6 1 0 0 - 8 8. 1 5 9 5 - 2 2 9 6 - 1 0 6 5 - 3 5 0 _ 0 0 8 7 6 5 _ 3 5 19. TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . .. 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 L 15056052048 15. 16. 17. 18. 4,'. 4 4 . 9 8 4 4.4 4 . 15056052048 c:::) ....J REV-1500 EX Page 3 File Number Decedent's Complete Address: DECEDENT'S NAME Mary C. Marconi STREET ADDRESS 105 Brighton Drive CITY Carlisle -- : STATE I ZIP PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) $9,844.44 -0- -0- -0- 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C ) (2) -0- -0- -0- 4. Total Interest/Penalty ( D + E ) 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. (3) (4) (5) (5A) (58) -0- 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 9,844.44 -0- A. Enter the interest on the tax due. 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. $9,844.44 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: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 KJ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 KJ c. retain a reversionary interest; or.......................................................................................................................... 0 KJ d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 l[] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [XJ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0 1O 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ IXJ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 39116 (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. 39116 (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. 39116(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. 39116(1.2) [72 P.S. 39116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 39116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . REV-150~ EX+ (6-98) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Mary C. Marconi All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH -0- NONE TOTAL (Also enter on line 1, Recapitulation) $ - 0 - (If more space is needed, insert additional sheets of the same size) , REV.150; EX, {"'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Mary C. Marconi FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH -0- NONE TOTAL (Also enter on line 2, Recapitulation) $ - 0- (If more space is needed, insert additional sheets of the same size) ~.;~a.",,' '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP or SOLE.PROPRIETORSHIP ESTATE OF Mary C. Marconi FILE NUMBER Schedule C-1 or C-2 (Including all supporting information) must be attached for each closely-held oorporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH NONE -0- TOTAL (Also enter on line 3, Recapitulation) $ - 0 - (If more space is needed, insert additional sheets of the same size) , REV-1501' EX+ (1-97) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary C. Marconi FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. NONE -0- TOTAL (Also enter on line 4, Recapitulation) $ - 0- (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Mary C. Marconi FILE NUMBER 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 1. 2. 3. 4. 5. - DESCRIPTION VALUE AT DATE OF DEATH $1,247.35 Savings Account #260553-00, at Members 1st Federal Credit Union Checking account, #260553-11, at Members 1st Federal Credit Union 3,920.74 Certificate of Deposit, #260553-40, at Members 1st Federal Credit Union 1,004.69 Miscellaneous items of personal property. See attached appraisal. 1,184.00 1990 Buick Century Automobile See above referenced attached appraisal. 5,900.00 TOTAL (Also enter on line 5, Recapitulation) $ 1 3 , 2 5 6 . 78 (If more space is needed, insert additional sheets of the same size) REV-l509 EX. (1-97) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary C. Marconi FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Robert G. Marconi 218 N Arch st. Mechanicsburg, PA 17055 Son B. c. JOINTLY-OWNED PROPERTY: LETIER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 3/221 07 Certificate of Deposit, #260553-41, at Members 1st $10,038.89 50% $10,038.89 Federal Credit Union TOTAL (Also enter on line 6, Recapitulation) $ 10,038.89 (If more space is needed, insert additional sheets of the same size) REV:1510 EX + (1-97) , SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Mary C. Marconi 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. 2. 3. DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATION5HIPTO DECEDENT AND THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAl ESTATE. DATE OF DEATH VALUE OF ASSET Real Estate situated at 105 Brighton Drive, Carlisle, PA See attached appraisal. $158,000.00 Annuity at Western-Southern Life Assurance Company 25,099.42 100% Annuity at WEstern-Southern Life Assuance Company 30,066.39 100% %OF DECD'S INTEREST TOTAL (Also enter on line 7, Recapitulation) (If more space is needed, insert additional sheets of the same size) EXCLUSION (IF APPlICABLE\ TAXABLE VALUE ~158,000.00 25,099.42 30,066.39 $ 213,165.81 ESTATE OF 1 EX. (10-06'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . . RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Mary C. Marconi ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION AMOUNT 1. FUNI;RAL EXPENSES: EWlng Brothers Funeral Horne, Inc. 630 South Hanover Street Carlisle, PA 17013 $6,458.55 B. ADMINISTRATIVE COSTS: 1 . Personal Representative's Commissions 2. Name of Personal Representative(s) Street Address City State _Zip Year(s) Commission Paid: Attorney Fees Anthony L. DeLuca, Esquire 7,000.00 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 Probate Fees 314.00 Accountant's Fees Tax Retum Preparer's Fees Legal Advertising - The Sentinel Legal Advertising - Cumberland Law Journal Appraisal of Real Estate to Diversified Appraisal Services Appraisal of personal property to Roy D. Gottshall, Auctioneer Filing fees for Inheritance Tax and Inventory L&O Catering, Inc. - Funeral luncheon Masoni~ Center - Hall Rental for Funeral luncheon 174.58 75.00 300.00 55.00 30.00 993.75 700.00 TOTAL (Also enter on line 9, Recapitulation) $ 1 fa" 1'0..0 . 88 (If more space is needed, insert additional sheets of the same size) 'REV-1512 El<+ (12-03) ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER Mary C. Marconi Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11 . UGI - utility PPL Electric utilities - utility Embarq - Telephone Wayne Noss, Florist - Flowers Donegal Mutual Insurance Co.- Homeowners Insurance West Shore EMS - Ambulance South Middleton Township Municipal Authority sewer and water Cumberland Valley Rheumatology - Medical Quantum Imaging & Therapeutic Assoc. - Medical Health South Rehab - TV Service Cardiovascular Surgical Institute - Medical $32.06 27.61 26.52 380.01 102.00 737.06 99.00 125.69 21.25 6.00 38.02 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 1,595.22 REV-1513 Ex, '9-00. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Mary C. Marconi FILE NUMBER RELATIONSHIP TO DECEDENT NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Denise L. Kurr Daughter 626 Gutshall Road Boiling Springs, PA 17007 AMOUNT OR SHARE OF ESTATE 25% 2. Eugene L. Marconi, Jr. Son 240 A Street Carlisle, PA 17013 25% 3. Robert G. Marconi 218 N. Arch Street Mechanicsburg, PA 17055 Son 25% 4. Joseph D. Marconi 155 Lawrence Lane Carlisle, PA 17013 Grandson 12.5% 5. Jacob A. Marconi 155 Lawrence Lane Carlisle, PA 17013 Grandson 12.5% 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 1. NONE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ -0- (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF MARY C. MARCONI I, MARY C. MARCONI, a resident of 729 Oak Hill Drive, Boiling Springs, Cumberland County , Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1: I direct that all my just debts, the expenses of my last illness and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United states, or any state or territory thereof, or by any foreign government or political SUbdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. 1;;<2/1/ {!-. ~~ MARY MARCONI 1 LAST WILL AND TESTAMENT OF MARY C. MARCONI ITEM 3: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, unto my husband, EUGENE L. MARCONI, provided, however, that he survives me and is living sixty (60) days after the date of my death. ITEM 4: If and in the event that my husband, EUGENE L. MARCONI, does not survive me and is not living sixty (60) days after the date of my death, then and in such event, I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, in equal shares as setforth herein below, unto my children and grandchildren, provided however, that they survive me and are living sixty (60) days after the date of my death. A. One-fourth (1/4) share of my estate unto my daughter, DENISE L. MORRISON; B. One-fourth (1/4) share of my estate unto my son, EUGENE L. MARCONI, JR.; c. One-fourth (1/4) share of my estate unto my son, ROBERT G. MARCONI; and -1?; Cl--c.tM(!. m a~<~ MARY C . CONI 2 LAST WILL AND TESTAMENT OF MARY C. MARCONI D. One-fourth (1/4) share of my estate unto FINANCIAL TRUST COMPANY, as Trustee in Trust, for the benefit of my grandchildren, JOSEPH DANIEL MARCONI and JACOB AARON MARCONI. ITEM 5: In the Trust established for the benefit of my grandchildren, JOSEPH DANIEL MARCONI and JACOB AARON MARCONI, the Trustee shall divide the then principal and any accretions thereto and any accumulations of income into two (2) separate and equal Trusts. A. In each Trust thus established for my grandchildren, the purpose of said Trust shall be to apply the proceeds to the higher education of said grandchild. The Trustee shall be authorized to pay any and all necessary educational expenses relating to college, vocational school, or any other institution of higher education deemed appropriate. B. In the event that the educational expenses of either grandchild does not exhaust the principal and interest of his Trust, then and in such event, the Trust shall continue and the Trustee shall, upon such child attaining the age of twentY-five (25) years, pay to such child one-half (1/2) of the then remaining JJJc~. :?/1a.4C'~_, MARY C. CONI 3 LAST WILL AND TESTAMENT OF MARY C. MARCONI principal. Upon such child attaining the age of thirty (30) years, the Trustee shall pay to such child the balance of the then principal and said Trust shall terminate. C. If at any time before final distribution of the assets of the Trusts established for my grandchildren, there is no living beneficiary of one Trust, the Trust shall terminate, and its assets shall be added to the other then existent Trust created herein for the benefit of my grandchildren. Provided, that if one of said Trusts herein created has previously been terminated by payment of its principal to its beneficiary, said beneficiary who received payment of the principal of that Trust shall be considered an "existent Trust" for the purpose of this paragraph, and all proceeds of said Trust shall be paid directly to the survivor of my grandchildren. ITEM 6: If and in the event that there are not sufficient funds to create Trusts for the higher educational benefit of my grandchildren, JOSEPH DANIEL MARCONI and JACOB AARON MARCONI, then and in such event, I direct that whatever funds are available be placed in a restricted savings account until needed for their higher education. mc;tu~ (? ' 'JJ1 c:t/1.-C,.!~~ MARY C#MARCONI 4 LAST WILL AND TESTAMENT OF MARY C. MARCONI ITEM 7: If and in the event that a child of mine does not survive me and is not living sixty (60) days after the date of my death and is survived by issue, then and in such event, I give, devise and bequeath the interest in my estate, which such deceased child would have received, if living, to the issue of said deceased child, per stirpes. . ITEM 8: I hereby nominate, constitute and appoint my husband, EUGENE L. MARCONI, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. If and in the event that my husband, EUGENE L. MARCONI, does not survive me and is not living sixty (60) days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my daughter, DENISE L. MORRISON, Executrix of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of her in this or any other juriSdiction for her performance of this office. 11z.~ e. . /'lla.~'-?<-:") MARY C. . CONI 5 LAST WILL AND TESTAMENT OF MARY C. MARCONI ITEM 9: If any provision of this Will or of any COdicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so far as is possible and reasonable. IN WITNESS WHEREOF, I, MARY C. MARCONI, the Testatrix, have to this my Last Will and Testament, typewritten on six (6) consecutively numbered pages, subscribed my name and affixed my seal this ,;7c1 t2 day of May, 1998. I !1t7t:~ ~t14~SEl\L.) Signed, sealed, published and declared by the above named MARY C. MARCONI, as and for his Last Will and Testame'nt, in the presence of us, who have hereunto subscribed our names at his request, as witnesses hereto, in the presence of the said Testatrix, and of each other. a"~~~1~Sidingat ~~41'-j~:'?1ftr/~/ 07~~a.,41~~residingat~7"'~ ,4 /,/007 6 - ~ - I I I r I I I I I I I I I I I I I o APPRAISAL REPORT 105 BRIGHTON DRIVE CARLISLE, PENNSYLVANIA PREPARED FOR THE ESTATE OF MARY C. MARCONI BY LARRY E. FOOTE DIVERSIFIED APPRAISAL SERVICES 35 EAST mGH STREET, SUITE 101 CARLISLE, PENNSYLVANIA 17013-3052 (717) 249-2758 SUMMARY OF IMPORTANT FACTS AND CONCL. LOCA nON: 105 Brighton Drive Carlisle, Pennsylvania TAX PARCEL NUMBER: 40-09-0529-092 IMPROVEMENTS: One-story semi-detached single-family dwelling. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Mary C. Marconi. The property was purchased on December 9, 2003 for a reported consideration of $133,350 and ownership transferred on Deed Book 260, Page 3660. SCOPE OF THE ASSIGNMENT: The scope of the assignment included an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. OBJECTIVE: To estimate the market value of the subject property as unencwnbered. EFFECTIVE DATE: April 20, 2007. HIGHEST AND BEST USE: Continued use as a single-family residence. COST APPROACH: N.A. SALES APPROACH: $158,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $158,000 2 APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF MARY C. MARCONI the undersigned personally inspected the following described property: All that certain piece or parcel of land> with the improvements thereon erected, situate in South Middleton Township> Cumberland County, Pennsylvani~ bounded and described as follows: Beginning at a point on the southwestern right-of-way line of Brighton Drive, said point being on the dividing line between Lot 143 and Lot 144; thence continuing along the said dividing line South 58 degrees 28 minutes 45 seconds West a distance of 102 feet to a point on line of Lot 136;, thence continuing along same North 31 degrees 31 minutes 15 seconds West a distance of 52 feet to a point on line of Lot 113; thence continuing along Lot 113 and along Lot 112 North 58 degrees 28 minutes 45 seconds West a distance of 102 feet to a point on the southwestern right-of-way line of Brighton Drive; thence continuing along same South 31 degrees 31 minutes 15 seconds East a distance of 52 feet to a point on the dividing line between Lot 143 and Lot 144> said point being the point and place of beginning. Being Lot 144 and containing 5~304 square feet, more or less. To the best of my knowledge and belief the statements contained in this report are true and correct> and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of April 20> 2007 is: ONE HUNDRED FIFTY-EIGHT THOUSAND DOLLARS $158>000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. Larry . Foote Certified General Appraiser GA-OOOO 14-L 3 ~~ ;Z;~~C-'(;:;'L'€"i5;~'~-~/ / '0 '-" A::R~-<"~, . 'l C a/L,.~~ / lt~'};" /:7 tJ ,/.;; ~~/'Z~c:;LCH' /~1:i~t?/? -e:) .~,. /7 .ri.I"/'~---I),#;i?I{,cj::::.L~{/4:!;,:2:::-,l~;;: -f7,.: ' /- /' j'" r-" cO" -,...,' ,.. 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