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Home My WebLink About03-06-08 (2) ---.J 15056041125 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 2 1 0 7 File Number o 5 8 3 Date of Birth 19230 7 8 7 7 06062 007 05081939 Decedent's Last Name Suffix Decedent's First Name PEAIR DOL 0 RES MI E (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 [Xl 1. Original Return D 4. Limited Estate [Xl D 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 D 11. Election to tax under Sec. 9'113(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 D D D D o 8. Total Number of Safe Deposit Boxes 2. Supplemental Return D D 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required BENJAMIN J BUTLER 717 236 1 4 8 5 Firm Name (If Applicable) BUTLER LAW FIR M REGISTERO~WiLLS USEg~H:Y----' ~~. . ~ '-1-; First line of address 5 0 0 N THIRD STREET I 0', Second line of address P 0 BOX 1 0 0 4 ''0 City or Post Office State ZIP Code DATE FILED ".) . --r-:;- H A R R I S BUR G P A 17108 Correspondent's e-mail address:LAWYERS01BUTLERLAWFIRM.COM 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 beiief, it is true, correct and complete. Declaration of pre parer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATU E.OF ERSON RESPONSIB E FOR FILING RETURN STREET ENOLA FA 17025 DATE ? --) - 6 ~l THIRD STREET, PO BOX 1004 HARRISBURG FA 17108 PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056041125 15056041125 -1 --.J 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: DOLORES E. PEAIR RECAPITULATION 19230 787 7 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. 3 2 4 2 0 0 ...... . 6. Jointly Owned Property (Schedule F) D Separate Billing Requested. . . . . . . 6. 2 2 5 8 0 3. 9 9 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 2 4 0 0 0 0 0 (Schedule G) D Separate Billing Requested. . . . . . . 7. 8. Total Gross Assets (total Lines 1-7) 8. 2 5 3 0 4 5 . 9 9 .......................... . 9. Funeral Expenses & Administrative Costs (Schedule H) 9. 1 7 9 4 9. 6 7 ............... . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ... . .. .. ... .10. 8 0 3 5. 0 0 11. Total Deductions (total Lines 9 & 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 2 5 9 8 4 6 7 12. Net Value of Estate (Line 8 minus Line 11) 12. 2 2 7 0 6 1 3 2 ...................... . 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. 2 2 7 0 6 1. 3 2 TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a}(1.2) X.O _ o . 0 0 15. O. 0 0 16. Amount of Line 14 taxable 2 2 7 0 6 1 . 3 2 at lineal rate X .O~ 16. 1 0 2 1 7. 7 6 17. Amount of Line 14 taxable o . 0 0 o . 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable o . 0 0 o . 0 0 at collateral rate X .15 18. 19. Tax Due . 19. 1 0 2 1 7 . 7 6 ............. . ....... . .............. . ......... . 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT D Side 2 L 15056042126 15056042126 -.J REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME DOLORES E. PEAIR STREET ADDRESS 15 FORTUNA LANE File Number 21 07 0583 --- CITY ENOLA I STATE PA [ZIP I 17025 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount 10,217.76 Total Credits (A + 8 + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest E. Penalty Total Interest/Penalty ( 0 + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 0.00 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (58) 0.00 10,217.76 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. 10,217.76 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 [X] b. retain the right to designate who shall use the property transferred or its income; ............................... 0 [X] c. retain a reversionary interest; or ................................................................................................ 0 [X] d. receive the promise for life of either payments, benefits or care? .. ..................................................... 0 [X] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death . h t .. d 'd t' ? f)(l Wit ou receiving a equate consl era Ion. .............. ........... ........... ................................................... l6J 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 o [X] [X] 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. S9116 (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. S9116 (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. s9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 PS. S9116(1.2) [72 P.S. s9116(a)(i)]. 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. s9116(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 -1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF DOLORES E. PEAIR FILE NUMBER 21 07 0583 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VAL.UE AT DATE OF DEATH 2,000.00 1991 Toyota Cmmy Deluxe Sedan 4 DR 2. Fulton Bank - Club Account No. 0068-91121 with accrued interest of$.97 320.97 3. Fulton Bank - Club Account No. 0068-91574 with accrued interest of $1.03 321.03 4. Stimulus Payment 600.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 3,242.00 REV-1509 EX + (6-98) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOLORES E. PEAIR FILE NUMBER 21 07 0583 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. Michelle M. Dallmeyer 932 Hawthol11e Street Daughter Eno1a, P A 17025 B c JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1. A. 11/5/04 Property at 15 Fortuna Lane, East Pennsboro Twp., Cumberland County 188,670.00 50. 94,335.00 Assessed Value = $165,500.00; C01111110n Level Ratio = 1.14 Value = ($165,500.00)(1.14) = $188,670.00 2. A. 7/23/03 1,500.00 shares Norfolk Southel11 Corp. (NSC) @ $56.77 85,155.00 50. 42,577 .50 , A. 7/23/03 1,000.00 shares Rite Aid Corp. (RAD) @ $6.64 6,640.00 50. 3,320.00 .' . 4. A. 7/23/03 60.00 shares Five Star Quality Care Inc. (FVE) @ $8.32 499.20 50. 249.60 5. A. 7/23/03 3,000.00 shares HRPT Properties Trust (HRP) @ $11.375 34,125.00 50. 17,062.50 6. A. 7/23/03 1,000.00 shares Koninklijke Ahold N.V. (AHO) @ $12.285 12,285.00 50. 6,142.50 7. A. 7/24103 :loo.no sharcs Scnior Housing Pl'Opcrties Trust (SNH) @ $22.90 6,870.00 50. 3,435.00 8. A. 12/22/06 2,000.00 shares Sirius Satellite Radio Inc. (SIRI) @ $2.84 5,680.00 50. 2,840.00 9. A. n/a Norfolk Southel11 Corp. (NSC) - Accrued Dividend 330.00 50. 165.00 *stock was jointly held 10. A. 11 /, "1 iliA Fulton Bank - Checking Account l'Jo. 2218.25992 AO "2I1Q '':;: 50. -H h7~ 1Q I-T" ." V-T ""T.-/,-1...,.u._1~ 4.--r,V I ""T. lU net of checks written before death but clearing after death with accrued interest of $8.31 TOTAL (Also enter on line 6, Recapitulation) $ 225,803.99 T (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent DOLORES E. PEAIR Decedent's Name Page 1 21 07 0583 File Number Schedule F-2 - Jointly-Owned Property LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 11. A. 3/11/04 PSECU - Regular Shares Account No. 0192XXXXXX 343.94 50. 171.97 with accrued dividend of$.06 12. A. 3/11/04 PSECU - Christmas Shares Account No. 0192XXXXXX 0.10 50. 0.05 with accrued interest of $0.00 13. A. 3/11/04 PSECU - Checking Shares Account No. o 192XXXXXX 0.01 50. 0.01 with accrued interest of $0.00 14. A. 1/6/05 PSECU - Money Market Shares Account No. 0192XXXXXX 5,892.98 50. 2,946.49 with accrued interest of$3.61 15. A. 1/31/05 PSECU - Certificate Account No. 0192XXXXXX 55,768.38 50. 27,884.19 with accrued interest of$38.02 SUBTOTAL SCHEDULE F.2 31,002.71 GRAND TOTAL SCHEDULE F-2 $ 225,803.99 REV-1510 EX + (6-98) . COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY ESTATE OF DOLORES E. PEArR FILE NUMBER 21 07 0583 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. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST VALUE (IF APPLICABLE) 1 State Employees' Retirement System - Non-Taxable Death Benefit There is no P A inheritance tax on SERS death benefit payment Beneficiary: Michelle M. Dallmeyer (daughter) 2. 2004 Toyota CaImy LE/XLE/SE Sedan 4 DR 20,000.00 100. 3,000.00 17,000.00 Date of Transfer: May 31, 2007 Transferee: Sandra L. Evans (daughter) , Cash transfer from joint account with Michelle M. Dallmeyer 20,000.00 50. 3,000.00 7,000.00 -' . Date of Transfer: June 1, 2007 Transferee: Michelle M. Dallymeyer (daughter) I TOTAL (Also enter on line 7 Recapitulation) $ 24,000.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+(12-99) & SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOLORES E. PEAIR FILE NUMBER 21 07 0583 Debts of decedent must be reported on Schedule J. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES 1. Malpezzi Funeral Home 9,735.95 2. Funeral Reception 140.25 B. ADMINISTRA TIVE 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 Year(s) Commission Paid: 2. Attorney Fees Butler Law Firm 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 72.00 5. Accountant's Fees 6. T ax Return Pre parer's Fees 2007 1040 & P A-40 110.00 7 Cumberland Law Journal - Estate Advertising 75.00 8. The Sentinel - Estate Advertising 182.56 9. Notary Fees 60.00 10. Photocopies 17.20 11. Computer Search 1.50 12. Cumberland County Register of Wills - Additional Short Certificates 20.00 13. Cumberland County Register of Wills - Filing Fee 30.00 14. Postage 5.21 TOTAL (Also enter on line 9, Recapitulation) $ 17,949.67 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOLORES E. PEAIR FILE NUMBER 21 07 0583 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 2007 1040 - Tax Due (includes estimated payments made after the decedent died) 7,507.00 2. 2007 P A-40 - Tax Due 94.00 , -) . BelUlese Family Chiropractic 434.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 8,035.00 RELA TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Michelle M. Dallmeyer Lineal 210,061.32 932 Hawthorne Street Enola, P A 17025 2. Sandra L. Evans Lineal 17,000.00 110 Austin Drive Enola, P A 17025 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. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ REV-1513 EX + {9-00} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DOLORES E. PEAIR SCHEDULE J BENEFICIARIES FILE NUMBER 21 07 0583 (If more space is needed, insert additional sheets of the same size) 1Ect5t ]fiIiIl altO 0t,:slcttttcnl BE IT REMEMBERED THAT I, DOLORES E. PEAIR, of the County of Cumberland and Commonwealth of Pennsylvania, being of sound mind, memory and understanding, do make, publ ish and declare this to be my LAST WILL and TESTAMENT, hereby revoking and making null and void any and all Wills and Codicils, or writings in the nature thereof, at any time heretofore made by me. 1. As my Personal Representative, I appoint my daughter, MICHELLE M. DALLMEYER, to be the Executrix of my LAST WILL. In the event MICHELLE M. DALLMEYER is unable to qualify or ceases to act for any reaSon as my Executrix, then I appoint my daughter SANDRA L. EVANS, to be Executrix of my LAST WILL. 2. I direct that my funeral expenses, burial expenses and my just debts be paid from my ESTATE as part of the administration of my ESTATE. 3. I direct that all taxes assessed and payable because of my death, be paid from my residuary ESTATE as part of the administration of my ESTATE. 4. For all purposes of this LAST WILL, my ESTATE shall mean and include all real and personal property of any kind and every nature whatsoever, wherever situate; in which I may have any interest at the time of my death, including any property over which I may have power of appointment. \' ~,~ ~ ~ 5 . I hereby give, dev ise and bequeath all of my ESTATE as follows: A. A one-third (1/3 ) share to my daughter , MICHELLE M. DALLMEYER . if she survives me, but if she fails to survive me, then her share , to her children who survive me. in equal shares , B . A one-third (1/3) share to my daughter, L. EVANS, if she survives me, but 10f she fails mA. then her ,h~~a .... '^ ..... T ,... I' _. . _ SANDRA to S II r v i Va C. A one-sixth (1/6) share to my son MAX JUNIOR PEAIR, if he survives me, but if he fails to survive me, then his share to his son, CHRISTOPHER D. PEAIR. D. A one sixth (1/6) share to my grandson, CHRISTOPHER D. PEAIR, if he survives me, but if he fails to survive me, then his share to my son, MAX JUNIOR PEAIR. 6. If any legatee, beneficiary or devisee, shall fail to survive me by thirty (30) days, I direct that I shall be deemed to have survived such legatee, beneficiary or devisee and that this Last Will and all its provisions, except where specifically stated otherwise, shall be construed on this assumption notwithstanding the provisions of any law establishing a contrary presumption. 7. I direct that no Executrix appointed by this LAST WILL shall be required to give any bond, notwithstanding any provision of law to the contrary; but if any bond shall be necessary no sureties shall be required. IN WITNESS WHEREOF, I have subscribed my name and /, /-\ 'I .,. '. ), a T~ r~ ,0 xed my sea 1 t his ,._-N,', .-~" day 0 f ~ ,--.1 i.i Cj j ~ '.;/t_'i'i J' j((, (i ~j .... .//,',/",,/) . \ ~/ /- ,1-- L..(' /j (/ --I-j /) r!:.: / (.:. _....(.-.L~,:.-.<.~ ,,-.-' ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND s S : I, DOLORES E. PEAIR, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL, that I signed it will ingly and that I signed it as my free and voluntary act for the purposes therein expressed. ~~,c&/ DOLORES . PEAIR Sworn or affirmed to and acknowledged E. PEAIR, Testatrix, this :{feltfday of me by NOTARIAL SEAL Charles E. Shields. III, Notary PubHc Monroe Twp. Cumberland County My Commission Expires June 20. 2004 Notary AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Sworn or affirmed to and of ffwjtg (/ We, Albert Z. Bogert, Esq. and f/'?,)../:?>/2/1 /. .GJ/AA/S the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her LAST WILL, that DOLORES E. PEAIR signed 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 her LAST WILL as witnesses and that to the best of our knowledge, the Testatrix was at the time eighteen (18) years or more of age, of sound mind and under no constraint or undue influence~~ . P6~ / ~ ~. &Jj(]M acknowledged before me this ~64?day , 2003 Ci:U~ c!! v/Ua:v br- Notary Publ ic II NOTARIAL SE;.\;.. Charles E. Shields. III, NotJrv Puhlic I MOl1fDe Twp. Cumberland 'Cou~ty I My Commission Expires June 20, 2004 I PLEASE NOTE THE FOLLOWING STATEMENT IS APPLICABLE TO THIS ESTATE When a tax is imposed upon a transfer of jointly owned property by right of survivorship (see Schedule F) or a taxable inter vivos transfer (see Schedule G), the deductions will be allowed to the transferee only to the extent that the transferee has actually paid the deductible items and either the transferee was obligated to pay the deductible items or the estate subject to administration by a personal representative is insufficient to pay the deductible items. The transferee must show that the same debts are not also claimed by an executor, administrator, or other personal representative handling the administration of the decedent's estate. Fulton Bank LISTENING. June 28, 2007 Butler Law Firm 500 North Third Street Twelfth Floor Harrisburg, Pennsylvania 17101 Dear Mr. Butler: RE: Dolores E. Peair, deceased June 6, 2007 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Club # 0068-91121, open 11/16/1983, date of death balance $320.00 plus accrued interest $ .97, in her name only. Club # 0068-91574, open 1/16/1986, date of death balance $320.00 plus accrued interest $1.03, in her name only. Checking # 2218-25992, open 10/20/1983, date of death balance $49,427.27 (any accrued interest ($8.31) would not have been payable had the account been closed on the date of death) joint with Michelle Dallmeyer. (Michelle added 4/1312004) If you should have any further questions, please do not hesitate to contact me at (717) 291-2437. Very truly yours, ~~'D~r Karen D. Hillegas Credit Inquiry Processor CO~~FfDEt~TIAL This information is furnished as ~ matter of business ccurtesv in answer to your inquiry, and is for your confidential lise or!y~ No res~~nsibi!i~ is assumed by this banx or any of i~s officers. Any opmlon hercln exnressed ~~ s.,'ih;~~r''''t' t.....J.. r}o;1r>'6crn \',,;H-:.....~ r"[' r-n.~;:<..Q ~ ....... .-J'-"'V .. ....II..... .... IlHlJ~ Ih..\~h...\... POBox 4887 Lancaster, PA 17604 fultonbonk.com 1-800-FULTO,,~-4 Detailed Results for Parcel 09-15-1288-247. in the 2004 Tax Assessment Database DistrictNo 09 ParceJ.)D 09-15-1288-247. MapSuftix HouseNo 15 Direction Street FORTUNA LANE Owner! PEAIR, DOLORES E C/O & MICHELLE DALLMEYER PropType R PropDesc Liv Area 1457 CurLandVal 50000 CurImpVal 115500 CurTotVal 165500 -- / CurPrelVal Acreage .25 C1GrnStat TaxEx 1 SaleAmt 199000 SaleMo 11 SaleDa 05 SaleCe 20 SaleYr 04 DeedBkPage 00266-00540 YearBlt 1997 HF File Date 02/23/2005 HF _Approval_Status A eLf. J >< /,1"1 blr:J - '. Indiviclll~1 hxpaycrs Q Business Taxpayers Q lc'x Pwtessi'onals Q DEUHQUENT ust~ o Browse by Tax Type " Forms & Publications '. Tax Due Dates " Reports & Research ... e-Services ... New to Pennsylvania " Emplovment Opportunities ... Leoal/Leoislative Information " Taxpayers' Riohts Advocate Q Contact Us ... 6bout the Department ... View as Text-Only " Site Feedback " Site Index " Home I LO';lIl1 e"Alerts Receive notification of changes to our site. ~~t>!?yib~_r::Jolo'{ ~f~ ] RS --search PA-- ~ I lEI m."r::IIl..:;f.a'l*lllllJliD Common Level Ratio (CLR) Real Estate Valuation Factors I;lrQl^I.?~~l:;i3rl::h gl:;,{l:;DJ!_~t!QlJ1.E:f?,tl~:t f'rLlJtaj:JI,,\.Il:;T?ign Ig:<t~QlJly EIJIJ~;;l::rE:l:;1J E:Mi3il PrE:\liQIJ? Nl:;)(t Cumberland County ACCEPTANCE CLR ACCEPTANCE CLR DATE FACTOR DATE FACTOR FROM TO FROM TO 7-2-1986 6-30-1987 9.52 7-1-2006 6-30-2007 1.14 7-1-1987 6-30-1988 10.00 7-1-2007 6-30-2008 1.22 7-1-1988 6-30-1989 10.53 7-1-1989 6- 30-1990 11.11 7-1-1990 6-30-1991 12.05 7-1-1991 6-30-1992 12.35 7-1-1992 6-30-1993 12.50 7-1-1993 6-30-1994 12.82 7 -1-1994 6-30-1995 13.33 7-1-1995 6-30-1996 13.70 7-1-1996 6-30-1997 14.29 7-1-1997 6-30-1998 14.29 7-1-1998 6-30-1999 14.71 7-1-1999 6-30-2000 15.15 7-1-2000 12-31-2000 15.63 *1-1-2001 6-30-2001 1.00 *7-1-2001 6-30-2002 1.00 7-1-2002 6-30-2003 1.01 7-1-2003 6-30-2004 1.05 7-1-2004 12-31-2004 1.11 **1-1-2005 6-30-2005 1.00 **7-1-2005 6-30-2006 1.00 * Adjusted by the Department of Revenue to reflect assessment base change effective January 1, 2001. ** Adjusted by the Department of Revenue to reflect assessment base change effective January 1, 2005. Content Last Modified on 6/6/20079:37:32 AM Eirol^lse Sei3,rc:h ReYeDlleH9fIlet?i3c:J< Printi3t::>leVersiorl Te)<t:Qn!YF'I,lIL:sc:reeD eMi3il PreyiQl,ls !\Ie)(t Tf Villi hi'lVP ""Pstinns. visit nil" fOf!lp_<:Iny___ ___________ ______ iSymbol ~~~re~__Lt!ig~_~~L-f\t1ea!l_ iVa~_ i9J'1e-Half Value Norfolk Souther Corp i NSC i 1,500.00! 57.61 ! 55.931 56.770 I $85,155.001 $42,577 .50 .-- --...------------- ------------------.---.------- --,-----1--------1--.--------r- I ---- , I .. Iii i3i~~!\lcl....9()~___ ..__-:_________~~-_-! 1,OOO.00! 6.72: 6.5~L_~.64g~~40.0~ $3,320.QQ Flves~_ou:aillY:carein~_~:_~~_l __ 6000 [_844=8 15! 8320 ~ $49920 L--- $249~ J:lFlf'T~rties Trus~_ ___::fflRP_-_--fl,OOOO~ 1148 111,21 ~~5: $34,125,00 [ -$i7,062.50 ~gf2ir~~lij~~~hOJ~_ N\I__~__~HQ---_--l1,Q-QQ~QQrJ. 2.3_~2.~1~. 12~! 2,285:00 i _ $6,142.50 I . , I I I ----r- ':i~~;~~~~g~~~~:sT:'~:~i,:::j~;r:.::l:= ::::::'::=:::::.:: PSECItP July 2, 2007 Account # 0192XXXXXX MICHELLE M. DALLMEYER 932 HAWTHORNE ST ENOLA, P A 17025 Dear MS. DALLMEYER: The following is the status of DOLORES PEAIR's account with PSECU as of the date of death. Joint Owner's Name Date of Death Date of Birth MICHELLE DALLMEYER, ADDED 03.11.2004 AS JOINT TENANT W/ROS 06.06.2007 05.08.1939 Share Description Open date Balance SOl Regular Shares 10.21.1985 $ 343.88 S 03 Christmas Shares 0.10 S 04 Checking Shares 0.01 S 07 Money Market Shares 01.06.2005 5,889.37 C50 6 Month Certificate 01.31.2005 55,730.36 Accrued Dividend $ 0.06 0.00 0.00 3.61 38.02 The dividend earned from January 1, 2007 through the date of death was $1,290.80. The decedent had no loans with us. We do not have safe deposit boxes for our members. No accounts were closed within the twelve-month period ending June 6, 2007. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ~tr Meacie Fairfax Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . 717.234.8484 . 800.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA 17106-7013 . 717.777.2100 (TOO) . 800.472.1967 (TOO) . This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender www.psecu.com