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HomeMy WebLinkAbout05-12-08i ~ 15056041125 REV-'I 5OO EX (06-05) OFFICIAL USE ONLV PA Department of Revenue Bureau of Individual Taxes County Code Year Fi{e Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 0 8 0 2 3 8 Harrisburg PA 17128-0601 RESIDENT DECEDENT __ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 0 2 1 3 2 0 0 8 0 2 1 5 1 9 1 7 Decedent's Last Name B E R G Suffix Decedent's First Name E L E A N O R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI R MI 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) 2 ^X 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of deaths ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O} CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I AM P D O U G L A S E S Q 7 1 7 2 4 3 1 7 9 0 Firm Name (If Applicable) REGIS WILLS ~ ONLY, I D O U G L A S L A W O F F I C E =~~ .~~~. ~~ - - . ~^j ..,g i-7 First line of address -~ r ~ r-r; -- ;_~ `r ~~ ~ 4 3 W S O U T H S T Second line of address ' - ---i _ .. ~ ~ :.. UA 1 C YILtU City or Post Office State ZIP Code r., - .- C A R L I S L E P A 1 7 0 1 3 Correspondent's a-mail address: doUglaslaw earthllnk.net 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. S T ON RESPONSIBLE FOR FILING RETURN DATE ~ ~ C-?~~~TO2 5/812008 ADDRESS ~' 130 Parker St. Carlisle PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE PLEASE USE ORIGINAL FORM ONLY 15056041125 Side 1 15056041125 J ~, 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name. E 12 a T1O ~ R. Berg 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) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1-7) ...................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ............ 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 11. Total Deductions (total Lines 9 & 10) .......................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ................ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... 14. Net Value Subject to Tax (Line 12 minus Line 13) ....... ..... ..... ..... .. 12. .. 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 0 0 0 (a)(1.2) X.0 15. 16. Amount of Line 14 taxable 2 7 0 3 7 7 3 5 2 at lineal rate X .045 16 17. Amount of Line 14 taxable O O O at sibling rate X .12 17. 18. Amount of Line 14 taxable ~ ~ ~ at collateral rate X .15 18 19. Tax Due .............................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2 0 8 5 2 5 0 9 6 8 4 2 4 9 4 9 6 2 2 9 7 3 5 8 7 1 0 2 6 5 0 4 3 1 6 2 8 0 6 8 3 3 1 9 0 3 3 3 1 3 1 9 0 3 3 3 1 2 8 4 3 7 7 3 5 2 1 4 0 0 0 0 0 0 2 7 0 3 7 7 3 5 2 0 0 0 1 2 1 6 7 0 0 0 0 0 0 0 0 0 1 2 1 6 7 0 0 0 Side 2 15056042126 1505 REV-1500 E)Z Page 3 Decedent's Complete Address: File Number 0238 DECEDENT'S NAME Eleanor R. Berg _ - __ _. STREET ADDRESS 130 Parker St. __ CITY ;STATE ZIP Carlisle PA 17013 Tax Payments and Credits: t. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount $6,084.00 3. InteresUPenalty if applicable D. Interest E. Penalty 121.670.00 Total Credits (A + B + C) (2) $6,084.00 Total Interest/Penalty (D + E ) 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) $0.00 (4) $0.00 (5) $115,586.00 (5A) (5B) 115.586.00 Make Check Payable to.' REG/STER OF W/LL S, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" {N THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property kransferred : ................................................................. ..... ^ b. retain the right to designate who shall use the property transferred or its income; .......................... ..... X c. retain a reversionary interest; or ........................................................................................ .. ..... X ~ ....................... d. receive the promise for life of either payments, benefits or care . ........................... ..... ^ X^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. ..... ^ 0 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 properly which contains a beneficiary designation? ............................................................................................. ..... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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. §9116 (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. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P,S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(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. §9116(a)(1.3)]. Asibling 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-1503 E:X + (6-98) . r SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Eleanor R. Berq 0238 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH See Attachment Page(s) TOTAL (Also enter on line 2, Recapitulalion) $ 2, 085,250.96 (If more space is needed, insert additional sheets of the same size) REV-'SC8 EX'+ (6-98) ~ t COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Eleanor R Berg 0238 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH See Attachment Page(s) TOTAL (Also enter on line 5, Recapitulation) $ 842,494.96 (If more space is needed, insert additional sheets of the same size) REV-1509 EX + (6-98) ~ t COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of FILE f3UMBER Eleanor R Berq 0238 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule ~. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHfP TO DECEDENT a. Thomas H. Berg e Richard A. Berg, M.D. c InINTI Y.OwNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 1/03/06 Orrstown Bank #706002270 $102,491.61 50. $51,245.81 2. A. 123005 Citizens Bank #6210992084 $166,818.20 50. $83,409.10 3. A. 010506 Citizens Bank #6247706133 $70,129.04 50. $35,064.52 4. A. 011408" Members 1st#CD 315733-43 $50,076.44 50. $25,038.22 5. B. 011408" Members 1st#CD 315733-42 $50,076.44 50. $25,038.22 6. A. 120607" Treasury Direct $10,000.00 50. $5,000.00 '` See supporting docs for previous ownership in joint names. SCHEDULE F JOINTLY-OWNED PROPERTY 130 Parker St. son Carlisle, Pa 17013 10755 Falls Road, Suite 450 son Johns Hopkins at Greenspring Station Lutherville, MD 21093 TOTAL (Also enter on line 6, Recapitulation) I S 224, 795.87 (It more space is needed, insert additiona4 sheets of the same size) REV-1510 EX + (6-98) ~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Eleanor R. Berq 0238 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 DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE,THEIRREIATIONSHIPTODECEDENTAND THE DATE OF TRANSFER. ATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET %OFDECD~S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. M&T Bank -IRA 035004200214663 $10,2.65.04 100. $10.265.04 TOTAL (Also enter on line 7 Recapitulation) I $ 10 265.04 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) ' i SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESfDENT DECEDENT ESTATE OF FILE NUMBER Eleanor R Berq 0238 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home (prepaid) (see attached bill) $10,199.53 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) See Attachment Page(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2 Attorney Fees Douglas Law Office (3%) $94,884.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant none Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees 415.00 +$1,400.00 additional probate fees $1,815.00 5 Accountant's Fees 6. Tax Return Preparer's Fees Klingler & Assoc. (estimated) $5,000.00 7. Bills paid by Executor -See attached list $760.20 8. The Evening Sentinel, advertising $174.58 9. Cumberland Law Journal, advertising $75.00 10. U.S. Treasury, marital ded. trust, Form 1041, 2007 tax due $3,324.00 11. U.S. Treasury, marital ded. trust, 1040 estimated for 2008 $5,880.00 12. PA. Dept. of Revenue- PA. 41 tax $753.00 13. PA. Dept. of Revenue - PA 40 Estimated for 2008 $1,240.00 14. U.S. Treasury, 2007 From 1040 -Eleanor R. Berg $100.00 15. U.S. Treasury, 2007 Form 1040 -Estimated for 2008 $3,300.00 16. PA. Dept. of Revenue, PA 40, 2007 tax for Eleanor R. Berg $660.00 17. PA. Dept. of Revenue, PA 40 estimated tax for Eleanor R. Berg $1,000.00 18. Reserved for Family Agreement filing, PA inheritance Tax Return filing $100.00 TOTAL (Also enter on line 9, Recapitulation) $ 319,033.31 (If more space is needed, insert additional sheets of the same size) REV-i 5i? EX,l +c nn~ Y SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FlPanar R Bera 0238 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS ilnclude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 50~ 1. Thomas H. Berg Lineal 130 Parker St. Carlisle, PA 17013 2. Dr. Richard Berg Lineal 50~ 10755 Falls Road,Suite 450,Johns Hopkins at Greenspring Stn Lutherville, MD 21093 3. Claire E. Spencer c/o Jacqueline Spencer Lineal $10,000.00 33 Glenomena park, Blackrock, Co. Dubin Republic of Ireland (grandchild) 4. Philip Berg c/o Jacqueline Spencer Lineal $10,000.00 33 Glenomena park, Blackrock, Co. Dublin Republic of Ireland (grandchild) 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 lS NOT BEING MADE 1. I B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See Attachment Page(s) TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-'1500 COVER SHEET $ 140, 000.00 (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: _ _____ _ $12.1_,670.00 Discount: _ _ .__._______$6,084.00 Interest Table Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: ___ Penalty: __ Continuation of REV-1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 08 0238 Decedent's Name Page 1 File Number Schedule B -Stocks 8 Bonds ITEM NUMBER DESCRIPTION 1. 800 shares Abbott(ABT) @56.4000 W 2. 107shares Alcatel-Lucent (ALU) @6.1500 W 3. 868 shares Autoliv, Inc. (ALV) @52.7100 W 4. 798 shares Hess Corporation (HES) @30.17 W 6. 328 shares BP PLC SPONS ADR (BP) @66.4200 W 7. 100 shares Cisco Systems, Inc. (CSC))@23.9300 W 8. 150 shares Comcast Corp.New CI.A (CMCSA @17.6700 W 9. 2250 shares Dow Chemical (DOW) @38.7700 W 10. 2532 shares Exxon Mobil Corp. (XOM) @85.2300 W 11. 600 shares Harsco Corp. (HSC) @55.8900 W 12. 321 shares HSBC HOLDINGS PLC-SPONS (HBC)@73.b200 vV 13. 100 shares Intel Corp. (INTC) @ 21.1200 W 14. 1636 shares AT&T (T) @ 38.3400 -W 15. 800 shares Kellogg Co.(K) @51.0800 W 16. 933 shares M&T Bank Corp.(MTB) @87.8000 W SUBTOTAL SCHEDULE B VALUE AT DATE OF DEATH $45,120.00 $658.05 $45, 752.28 $24,075.66 $21, 785.76 $2,393.00 $2,650.50 $87,232.50 $215, 802.36 $33,534.00 $23,632.02 $2,112.00 $62, 724.24 $40,864.00 $81,917.40 $690,253.77 Continuation of REV-'1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 OS 0238 Decedent's Name Page 2 File Number Schedule B -Stocks 8~ Bonds ITEM NUMBER DESCRIPTION 17. 100 shares Pepco Holdings, Inc. (POM) @26.3000 W 18. 1311 shares Sovereign Bank Corp.@$12.32 W 19. 10,320 shares Pfizer Incorporated (PFE) @22.7500 W 20. 3904 shares Aqua America (formerly Phila. Suburban Corp.)(WTR) @20.3100 W 21. 320 shares Pub Svc. Enterprise (PEG) @46.9100 W 22. 939 shares Rohm & Haas Co. (ROH) @54.6800 W 23. 1180 shares Susquehanna Bancshares (SUSQ) @20.5900 W 24. 400 shares Teco Energy Inc. (TE) @15.8300 W 25. 1132 shares Verizon Communications (VZ) @38.4000 W 26. 120 shares American Electric Power Co.(AEP) @$44.00 W 28. 375 shares Citigroup (C) @26.2600 W 29. 2400 shares CSX Corp.(CSX) @59.6700 W 31. 200 shares FPL Group, Inc.(FPL) @64.5200 W 32. 1320 shares Pepsico Incorporated (PEP) @71.9300 W 33. 300 shares Wisconsin Energy Corp. (WEC) @45.6300 W SUBTOTAL SCHEDULE B VALUE AT DATE OF DEATH $2,630.00 $16,151.52 $234,780.00 $79,290.24 $15,011.20 $51, 344.52 $24,296.20 $6,332.00 $43,468.80 $5,280.00 $9,847.50 $143,208.00 $6,452.00 $94,947.60 $13,689.00 $746,728.58 Eleanor R. Berg Decedent's Name Continuation of REV-1500 inheritance Tax Return Resident Decedent 21 08 0238 Page 3 Fife Number Schedule B -Stocks 8~ Bonds ITEM NUMBER DESCRIPTION 34. 128 shares Visteon Corp. (VC)@4.1400 W 39. 769 shares Duke Energy Corp. (DUK) @18.4200 W 40. 100 shares General Electric Company (GE) @34.9800 W 41. 11,108.6620 Goldman Sachs Hi Yld Mun (GHYBX @10.26 W 42. 100 shares Johnson & Johnson (JNJ) @ 63.4100 W 43. 15 shares LSI Corp. (LSI) @5.2600 W 44. 384 shares Spectra Energy Corp. (SE) @ 23.2500 W 45. 20 Pennsylvania Imit 7 Q @393.3700 W 46. 300 shares Washington Real Estate Investment Trust @31.38 W 47. 80 shares Hospira @ 41.65 W 48. 979 shares cord lvio"tor Ca. @6.56 Vv 49. 20 Shares St.Paul Travelers now Travelers @ 48.01 50. 3,893.62 LMP PA Muni A (#SBPAA) @$13.00 SB Acct #. 23J06432--15 51. 560 shares Allied Capital Corp. (ALD) @$22.40 SB #23J11497-17 52. 670 shares Altria Group, Inc. (MO) @$37.46 SB #23J11497-17 SUBTOTAL SCHEDULE B VALUE AT DATE OF DEATH $529.92 $14,164.98 $3,498.00 $113, 974.87 $6, 341.00 $78.90 $8,928.00 $7, 867.40 $9,414.00 $3, 332.00 /` /1 ~l ~l A $960.20 $50,617.00 $12 , 544.00 $25,095.00 $263, 767.51 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 08 0238 Decedent's Name Page 4 Flle Number Schedule B -Stocks & Bonds ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 53. 500 AT&T (T) @$38.34 SB #23J11497-17 $19,170.00 54. 410 Bank of America Corp. (BAC) @$43.00 SB #23J11497-17 $17,630.00 55. 280 BPPLC SPONS ADR (BP) @$66.42 SB #23J11497-17 $18,597.60 56. 600 Bristol Myers Squibb Co. (BMY) @$23.62 SB #23J11497-17 $14,172.00 57. 532 Cemex S.A.B DE C.V SPONS (CX) @$26.37SB #23J11497-17 $14,029.00 58. 290 Chevron Corp (CVX) @$81.29 SB #23J11497-17 $23,574.00 59. 250 Diageo PLC SPON ADR-NEW DEO) @$81.98 SB #23J11497-17 $20,494.00 60. 450 Dow Chemical Co. (DOW) @$38.77 SB #23J11497-17 $17,446.50 61. 520 General Electric Co. (GE) @$ 34.98 SB #23J11497-17 $18,190.00 62. 380 Genuine Parts Co. (GPC) @$45.52 SB #23J11497-17 $17,298.00 63. 390 H.J. Heinz Co (HNZ) @$43.12 SB #23J11497-17 $16,815.OC 64. 610 HCP Inc. (HCP) @ $28.98 SB #23J11497-17 $17,678.00 65. 400 Health Care Reit Inc. (HCN) @$40.76 SB #23J11497-17 $16.304.00 66. 430 JPMorgan Chase & Co. (JPM) @$43.59 SB #23J11497-17 $18,744.00 67. 270 Kimberly Clark Corp. (KMB} @$65.70 SB #23J11497-17 $17,739.00 SUBTOTAL SCHEDULE B $267, 881.10 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 08 0238 Decedent's Name Page 5 EiVe Number Schedule B -Stocks 8~ Bonds ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 68. 65 Petrochina Co. Ltd ADR (PTR) @$147.05 SB #23J11497-17 89,558.00 69. 600 Pfizer Inc. (PFE} @$22.75 SB #23J11497-17 $13,650.00 71. 750 Unilever NV NY SHS-NEW (UN) @$31.11 SB #23J11497-17 $23,333.00 72. 480 Verizon Communications (VZ) @$38.40 SB #23J11497-17 $18,432.00 73. 670 Vodafone Group PLC SPONS (COD) @$34.33 SB #23J11497-17 $22,998.00 74. 310 Wachovia Corp 2ND NEW @ $34.64 SB #23J11497-17 $10,738.00 75. 530 Ford Motor Company Capital (FPRS) @$33.80 SB #23J11497-17 $17,911.00 SUBTOTAL SCHEDULE B $116,620.00 GRAND TOTAL SCHEDULE B $ 2,085,250.96 Continuation of REV-'1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 08 0238 Decedent's Name Page 6 File Number Schedule E -Cash, Bank Deposits, 8~ Misc. Personal Property ITEM NUMBER DESCRIPTION 1. M&T Bank, checking 2675002493 2. M&T Bank, savings 15004200600408 3. Citizens Bank #6204299542 4. Citizens Bank #6240855842 5. Citizens Bank #6246640236 6. Citizens Bank #6249182468 7. Citizens Bank #6245539728 8. Citizens Bank #6200843787 9. Citizens Bank #6200843795 10. Members 1st FCU savings 315733-00 11. Members 1st FCU CD 315733-40 12. Members 1st FCU CD315733-41 13. Members 1st FCU CD 315733-44 14. Members 1st FCU CD 315733-45 15. PNC Bank checking 5004543945 VALUE AT DATE OF DEATH $9,726.99 $128.978.72 $106.06 $25,092.77 $20,030.84 $21,063.77 $25,039.45 $129,996.45 $51.10 $5.00 $25,425.76 $20,174.40 $30, 045.86 $26,356.27 $26.00 SUBTOTAL SCHEDULE E ~ $462,119.44 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Elearior R. Berg Decedent's Name Page 7 21 08 0238 File Number Schedule E -Cash, Bank Deposits, 8~ Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 16. PNC Bank savings 5130365756 $106,836.85 17. Ewing Brothers Funeral Home, prepaid funeral expense $10,463.03 18. Wachovia Securities, Inc. (6388-5908), cash on hand at date of death 2/13/08 W $1,891.64 19. 162,999.59 Bank Deposit Program (BDP) @$1.00 SB #23J06432-1:i $163,040.00 20. 45,155.18 Western Asset Money (SBCX) @ $1.00 SB #23J06432-1.5 $45,168.00 21. 52,098.00 Bank Deposit Program (BDP) @$1.00 SB #23J11497-17 $52,111.00 22. 864.64 Western Asset Money (SBCX) @$1.00 SB #23J11497-17 $865.00 SUBTOTAL SCHEDULE E $380,375.52 GRAND TOTAL SCHEDULE E $ 842,494.96 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg Decedent's Name Page 8 21 08 0238 File Number Schedule H -Funeral Expenses & Administrative Costs - B1 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Thomas H. Berq and Richard A. Berq $189,768.00 3% Social Security Number(s)/EIN Number of Personal Representative(s)Q,atITH B ~. RAB 4~~ S$¢ ` 5treetAddress 130 Parker St. Ibl-3e}.-237(, LeO-~lL-qo 8 Cary Carlisle, State FA _ Zip 17013 Years} Commission Paid: 2008 Name of Personal Representative (s) Social Security Number(s)/EIN Number of Personal Representatives Street Address City Year(s) Commission Paid: State _ Zip SUBTOTAL SCHEDULE H-61 ~ $189,768.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Eleanor R. Berg 21 08 0238 Decedent's Name Page 10 File Number Schedule J -Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. Cumberland County Chapter(american Red Cross $10,000.00 12 Stover Dr. Carlisle, Pa 17013 2. The Salvation Army $10,000.00 20 E. Pomfret St. Carlsiie, PA 17013-0309 3. YMCA $10,000.00 311 S. West St. Carlisle, PA 17013 4. YWCA $10,000.00 301 G St. Carlisle, PA 17013 5. Habitat for Humanity/Cumberland Valley $10,000.00 39 Heisers Lane Carlisle, PA 17013 6. Domestic Violence Services $10,000.00 P.O. Box 1039 Carlisle, Pa 17013-6039 7. Tri-County Assoc. for the Blind $10,000.00 1800 N. Second St. Harrisburg, PA 17102-2200 8. American Cancer Society $10,000.00 Capital Region Unit, 3211 N. Front St., Suite 100 Harrisburg, PA 17102 9. American Heart Assoc., Capital Region Division $10,000.00 4999 Louise Dr. Mechanicsburg, PA 17055-6907 10. Attn: Margarita Curtis, Headmaster $10,000.00 Deerfield Academy Deerfield, MA 01342 11. Attn: Joseph A. Martellaro, Dickinson College/ Development Office $10,000.00 P.o. Box 1773 Carlisle, PA 17013-1773 12. Harvard University, Harvard College Fund $10,000.00 124 Mount Auburn St. Cambridge, MA 02138-5795 13. United Way of the Greater Carlisle Area $10,000.00 145 S. Hanover St. Carlisle, Pa 17013 14. Thornwald Home $10,000.00 442 Walnut Bottom Road Carlisle. PA 17013 SUBTOTAL SCHEDULE J-26 I $140,000.00 ~~~~,~u~ ~ro~hehs Funeral ~-IOIIi~, ~I~c. 630 South Hanover Street Carlisle, PA ] 7013- (717)243-2421_ February 27, 200 Thomas Herman Berg 130 Parker St. Carlisle, PA 170li The Funeral Service for Eleanor R. Berk We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES. FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. I. P~'CFESSiCNAL SERVICES Services of Funeral DirectorlStaff , $2487.00 FUNERAL HOME SERVICE CHARGES $2485.00 SELECTED MERCHANDISE: Majestic Brushed SS , $3850.00 American ChiefOBC, $1395.00 THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED 57730.00 Cash Advances Opening Grave (Sat.}, $1295.00 ClergylMass Offering. $150.00 Certified Copies of the Death Ce~~tificate , $180.00 Sentinel Obit photo $]09.91 Patriot Obit, $]84.62 Vault Sat. Charge, $75.00 Rock charge $250.00 Stone Cutting (Special Lettering) $225.00 TOTAL CASH ADVANCES ANI) SPECIAL CHARGES . $2469.53 Tota 1 Total Cost $10199.53 S't_iB-TOTAL $ ] 0 ] 99.53 INITIAL PAYMENT /DISCOUNT /CREDITS 10463.03 J ~ ~~ 6 TOTAL AMOUNT DUE $-263.50 The unpaid balance over 30 days is subjected to a 1.~0 % service charte per month - 18.0000 % per annum. n , ~~~~ ~, ~// ~ ~ .~ ~~ ~~ ~ -- i ~ ~ ~ I - -.. Q I J t~) C# ~ ~ _ G ~ ~ O ~ O v N , ~ ~7 ~ -~' i l r>~ ~ N i ~~ N -* N f ~ # ~ I ! iF f i ~' 1~ i i l I~ i I 1 1 - F ~ - ~ ,~ r iF x ULi y N ~ ~ '~' ~ ?f' Wy _ O ~ r O ~ '}F ~ ~ , '~ aC- '- '~- ` ~ r, ~ ~. ,~ y 'x' _ ,* dF ~ _ _ e.. IL ~' (A 3F iS ® Q ~ w ` ~r a '~ o Q o ~ ~ ~ ~ n ~tAOa M qp ~ N LL¢Qwcv ~ Y ~ 7 = N ~ F+i C '~°~ ~4 ~ w a ~' . ~ o X ~~~ ~~ o. ~ y ~ ~ W `~ ~ C C o Q ~ ao H) a H -~ ~ (11 ;~ a ~, ,.~ =~ ~ ~~ ~ ~~ ~s ~~ ~~ R1 '~ ~ I~ (~l.) ®s I ,~ e ~~ 9 i. _ on;~ ~ ~.. ~ _: MM~ M 0;~~ v ~ ; ~~~ O w; o -~ ~, - ~;i ~N/ - ~ W' ~ ~l '~ '1 "~~1r,~. ~, 2~1~,±g ~~;~ WACHOVIA SEC N0. 829 P. 1 wachovia Securities, LLC 3 Lemoyne Drive Lemoyne, PA 17043 Tei 717 761-734x, 800 468.3685 Fax 717 9758426 '4vAC,'I3QrVY'A SECC'YE~['1'I>~S May 8, 2008 Douglas Law Office V~Tilliam P. Douglas, Esquire 43 W. South Street PO Boy 261 Carlisle, PA 17013 RE: Eleanor R Berg date of death value Dean Ann, Listed below is the date of death value for February' I3, 2008: Shares Company Price per shaze Total 1 ],108.6620 Croldm.an Sachs $10.26 $113,974.87 If 1 can be of fiu4l.~er assistance, please give me call. Sinc ely, y K, Neff Senioz~ Client Associate G-v~-~,-~L- rn~sx Jennifer L. Buehler Lynda K. Neff Tricla Mankoski First Vlce President • Investment Officer Senior Account Administrator Registered Account Administrator Financial Advisor Iynda.netYc?wachwiasee.tom trlcla.mankoski~vrachoviasee-cem jenniteY-uu®hler~wachoviassc.com ~. Thomas McKee Kendra Mey®r Financial Advisor Registered AcCOUnt Administrator tom.mckee~aehoviasec.COm kenera.meyer~fwd_ Chpviasec.com ~-~-t~ . ~~.._..- --__rr~ies, ~L_ _ _ .. . ", ICU. a"J~ r' 1, ,' Ler7iovne Drive Lemoyne, PA Z704~ post Office Eox 7, Camp Hill. PA 17001 Tel 717 761 7344 Fax 717 975-S426 800 468-~6°5 ~-~ /~~ Match. 14, 2008 Douglas La~c~v Off ce William P. Douglas, Esquize 43 W. Soutlx Street PO So~.161 Carlisle, PA 17013 RE: Eleanor ~ f3erg date of death values Dear Axui, Listed bela~w is the dare of death values for Febrcary 13, 2003: Shares Company Price per share 58 Alcatel-Lucent $ 6.19 769 Duke Ez~esgy Coxp $18.42 100 CYeneral Electric Co $34.98 11,108.6620 Goldman Sachs $10.26 100 Johnson & Johnson $b3.41 15 LSI Corp $ 5.2b 3 34 Spectra Erzexgy Coz~p $23 , 25 Money market $1891.64 If I can be of further assistance please give me a call. ~nd.~ I~Neff er?sor Client Associate dVnClici~ir~ Sh;a';T7AIT1i7F::~ Total $ 359.02 ~ $ 14,1.64.98' $ 3,498.OOr'~ $~' c t 3, ~7~. g $ 6,341.00 ~ $ 78.90 `f $ 8,928.00 ~~ - - -- _ ............. .. .. .. iVU. ul)~ ~~. `~V~ cnowa Securities, LLC 3 Lemoyne Qrive Lemoyne, PA 17043 - Tel 717 761.7344. E00 468-$685 Fax 71,7 9 i 5-$426 wAQFIpPrs~ S~CLTF~ITI~S Douglas Lativ Office Attn: Ann Cox May 6, 2008 Dear Ann. The last dates of death values for Eleanor R. Berg are listed below; 1311 shares Sovereign Bank $12.32 per share 979 shares Fard Motor Co. $6.56 per share 20 shares St, Paul Travelers nom Travelers $48.41 per share zf Z can be of further assistance; please give me a call. Sinc e , y - a?K. Ne ni ~ Client Associate Jennifer L. Buehler Lynda K. Neff First Vice President- investment Officer Senior Account Adminisv~ator Financial Adv;sor Iynda.netfC~wachoviasec.com Jennifer buenlerpwachoviasec,com 6. Thomas McKee Kendra Meyer Financiai Advisor Registered Account Administrator tom_mckeeC~vrachoviasec.com kendra.meyEr~waer~oviaseo.com .~ ~ .r . .. .~~ ~ _ Sl.6,X51.52 X6,422.24 $960.20 Tricla Marakoski Registered Account Administrator tricis.mankoski~wachovi asec. cam c~m'i°'~3°'--I ~p ~ ~: n W ;v v ~ ^`" ~ tD ~ CP ^ ~ ¢~ 3 VD CD ~ ~p 7 ~ ~ ~ ~- tD O y ~~iv~~oQ~ ~u~nm~cvfD of ~ ~ o ,..~ m R~¢~_o-~ o: o m o rn ~' W R: "~ 47 fy m ~ O O CC G7 .' ~ cP CD N ~ 2 ao~~ a w„~ y osb~~Q z~~~~wa~ ~ t ~ ~ noa~,a~~m ~~~a~CD° N ti~ ~~a `D 8~ ~ ~QN '~ ~ °' o ?• O x~ o~ ~ K o ~ a ~ ~ ~ o c ~ ~ w ~ a m n pCj Q~ ~ N tD ~ C 5.o fls o> ~ ni o N A ~ w N tiD (~ ~ O ~ Q G y n ~ 5 3 ~ d o rt~ ~ nr o ~ t5' - •G « a ¢ru ~."' ~^So a>>m mw ~ ~ ~ ~ .C ~ ~ In O cep A'+ q r<n ~y ~ ~~ .~i ~ w ^m ~sv c `~~ ~ o ~~~ ~Sncro~~^;m 5 "_~- N ~ ~ N fil ~c~a~y~ Imo. 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O Ol O N;N µ,0 'N'~.~ 01 ~.+.1-+ W„A ,In ?r~J •CO 'Gri lJ'I !lD .A W,lll ,tip r 1rY d'~ ~ c ~ _O_~_G a ~e ~W_ o ~o }o 'o_ o c o •d _o _~ _n {o •~` ~o 'a' y _ -~~ _ V3i (11 tA.V1'Cn Vf'N'cn [n v+ cn t1f ~j ~Cn V1'^n cn cn cn to tn Q~ ~ ~ ~ ~ ~ ~ ~ 6 ~ ~ ~ ~ ~ ~ ~ ~ .T ~ ~ ' ~ ~ .._'~ ~ r~ .~- r }- .~ ~ ~ rf ~ r~ .~ .~ .~- .~ ~ ~ .~ e~ e~ Ny ~, ~ ^ I .. r ;":3 A , T f j ~~ it .~ f.. •fi. ,/ ~. {{h~ s -.{ N Ql W m a U' LJ 'A n; W W D n 'Q C ~ ~ ~ rt Z C O C _Q Q ~ "T LD CA ~ 0 a 0 rn N - ---~~,, ,. ......,.,~:~y i ~ j F_,. i=acsimile T~ Tom Berg Fax: 17172438955 gate: Mon, 5 May 2008 10:11:01 -0400 F2e: Estate Valuation No. of pages (including cover): $ From: "KOZIdk, Kenneth G [GWM-SBPVTC]" Fax: Phone: The only holding that was not valued was the Philip Morris, due to the fact that the spinoff occurred after the date of death. Please contact us with any questions. Thanks! Kenneth G. Koziak The Wohl Group citi smith Barney A division of Citigroup Global Markets, fnc. ww~,r,;.smithbarney.com 1777 Reisterstown Road #165 Pikesville, MD 21208 410-486-8010 The information included in this message is intended for the exclusive use of the addressee Warned above. The content of this message is confidential and may be privileged or otherwise legally exempt from disclosure. If you are not the named addressee, or an employee or agent responsible for delivering this message, you are hereby notified that it is strictly prohibited to retain, read, copy or disseminate this message. If you have received this message in error, please notify us immediately by telephone and return the original to us by mail. (Insert Legal Entity) _.._ ., C~ , ~? Z...vt. -~ .. 4--t.~f*.A..aE-.-,~_ _. 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J u W ~~ W W O A O v e ~- N N N W A W A [v WA W W N w N A ~- a ~ a~- ~D U~ U N O A W N J v 0 0 G ~- W ~ W c 6zag•woy#SS68£bZLiLi ~ O ~ 9 ~ CA u 4 ~ v as a ~ rn a~ d 3 0 A m 9 ~~~. ~~ --~ t'~ ~~~ ~~ ,~ ~ ~ J ' r. n 3 'l v J ~ ~Y U N N ;~Y ~ ~~ y rt `'- ~' ° ~ ~ a ro ~ + _ ~l L7 _ ~ IJ ~!1 ~ ~ N ~O !b p~ N ro C K a W W ~ ~ ti C7 ' ' G~ ~ 'T' ~ „= O W ~ $• G N `' ~ ~ ~ _ lD n x rn r mYm o &` ^ V W • i --• .-~ ~ ~ N y 9 ~ ~ J ~ ~ ~ G7 7 M "' W 'JQ _ dJ lP ~c CDN ono ~ ~ 7 ~ ~' a n ' _ =~ O ~.': to ty rt cJ ~ ~ rt ~ w ~ IJ W L A J ~] ~ OCI bg _~ r ~:o'x•f:.t.. r~.t ~- ~ k p bzag woy#SS6H56ZLTLT M co ~ ~ w ~ H ~' ~ ['7 ty ~ ~. m a o .~ d N ~ ~~j H s' S ^J 'n d ^' O ~ ~ ~. z"~ K ~~ a y Om A ~ 0.~ ~ ~ ~~ W "~ O rn 00 n 0 N y a m ~' rf ti N ~ -- ' a ro ~1: U .~. ~ O _ - J o .ti U1 . Q~ to u~ _ N ~ N ~ ~ IJ O O ~ ~ 0 0 ~ ~, o h e ~ ~ ~ ~ °~' u < ~. 5~ I I q L ~ = G w n ~ ~ ti i l w ~ ._=_ ~ p N "' ~' `' ~ cu fa oc`e ~'rn~~ Grn _ rn r~ w ~ Nv V rn y~ ti 5 ~ ~ ~ p w y '-' I I ~ ° r. C' y " J° = Co 2 Ql tJ rn 0 ^ y a o N ~~ ~ 7 n t=1 n ~ ~ ~-- _ 2 ~ ~ .. N ~ ~ ~ I I Kw ~ i IV w Ce v ~' v o o a n, ~ o v ~~.h~ ~~ P^9^ ~' ~". ~g 4 TT~60 80/SO/S( ®M~TBank 499 Mitchel! Read. Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2915 March 2l. 2008 Douglas Law Office Attorneys At Law -13 VV South Street POBox261 Carlisle, Pennsylvania 17013-02b1 Re: E_ state of Eleanor R Berg Social Security: 071-12-3522 Date of Death: Febt°uary 13 2008 Dear Sir or Madam: Per your inquiry dated March 77, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type ofAccount Checking Account Account Number 2675002493 Ownership (Names o~ Eleanor R Berg Opening Date 01/09/81 Closed 03/20/05' Balance on Date of Death $9,726.99 Accrued Interest $ 0.07 Total $9, 727.06 2. Type rf.4ccount Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total Savings Account 0150042DD600408 Eleanor R Berg 01/13/83 $128, 978.72 $ 113.51 $129, 092.23 ~ ~ - 3. Tvpe ofAccount Scn~ingsAccozmt Account Number 01500421251994=~ Ownership (Names ofJ Her-znan Berg III Trust B TUI~I ; Grantor Eleanor R Berg, Ti-zrstee Richard A Berg, Tt•ustee ~` Opening Date 05/24/06 Balance on Date of Death $189,121.64 Accrued Interest $ 133.18 Total $189, 254.82 4. Type ofAccount Certificate of Deposit Account Number 031003913461867 Ownership (Names o~ Herman Berglll Trztst B TZlYY, Grantor Eleanor R Berg, Trustee * Richard A Berg, Tt•ustee Opening Date 04/04/05 Balance on Date of Death $250,000.00 Accrued Interest $ 317.99 Total $250, 317.99 5. Type ofAccount IRA Account Number 035004200214663 Ownership (Names o~ Eleanor R Berg Thomas HBerg, Beneficiary * Richard A Berg, Beneficiary Opening Date 03/11/99 Balance on Date ofDeath $10,265.04 Accruedlnterest $ 408.76 Total ------------------------------------- --------- ---- $1 D, 673.80 !'~ f !~~ r°' r; ~~. C b. Type ofAccount Bex Number/Location Orvner•ship (Ib'ames o~ Opening Date 7 Type ofAccozrnt Box Number/Location Ownership (Names o~ Opening Date Safe Deposit Box 000162D 1 High Street -Carlisle Eleanor R Berg * 02/07/92 Safe Deposit Box OOOD092 / Stonehedge Once at 96D Walnut Bottom Rd, Carlisle, P,4 17013 Eleanor R Berg Richard A Berg D2/07/92 This letter does not include any accounts in which the deceased may have been listed as Custodian of Uniform Transfers, Representative Payee, or Trustee under a Written Agreement, Power of Attorney. If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our High Street-Carlisle, Branch at 1 West High Street, Carlisle, PA 17013, or # 717-240-4536. Sincerely, ._ f' ~ s ?/'L ~;: ~~ Nancy Clagett Records Management ..,,..~' ~~ April 4, 2008 THOMAS H BERG ] 30 PARKER ST CARLISLE PA 17013 Estate of ELEANOR R BERG Date of Death: Feb 13, 2008 SSN: 071-I2-322 Dear Sir/Madam: ~~ . ~ !~ ~f 525 William Penn Place Suite 153-2618 Pittsburgh, PA 15219 In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts; contact our Loan Department at I-800-708-6680. F'or all other inquiries, please call 888-999-6884. Sincerely, Pfeil, Marnie Operations Ser/ices ., ~. v . 1- Account Number 6210992084 Account Title ELEANOR R BERG THOMAS H BERG Date Opened 12J30/2005 Account Type Checking Principal Balance as of DOD $166818.20 ~ interest from Last Posting to DOD Account Balance as of DOD $ .00 $166818.20 hTD Interest to DOD $480.79 .~~~ b~`~ Account Number 6247706133 Account Title ELEANOR R BERG THOMAS H BERG Date Opened 1/5/2006 Account Type Time Deposits Principal Balance as of DOD $70042.93 Interest from Last Posting to DOD $86.11 Account Balance as of DOD $7012!x.04 YTD Interest to DOD $575.63 / ~ _ ~.-~.. ~ ty ,~.-.air y~ ~ ~ ~ ~ ~~~~, Account Number 620429952 i Account Title ELEANOR R BERG Date Opened 5/1/2003 Account Type Checking Principal Balance as of DOD $146.06 ~ lntemst from Last Posting to DOD Account Balance as of DOD $ .00 $106.06 YTD Interest to DOD $ .06 ~... Account Number 6240855842 Account Title ELEANOR. R BERG Date Opened 3/14/2003 Account Type Time Deposits Principal Balance as of DOD $25000.00 Interest from Last Posting to DOD $92.77 Account Balance as of DOD $25092.77 YTD Interest to DOD $106.64 ~:' ~r~ , Account Number 6246640236 Account Title ELEANOR R BERG Date O ened 4/4/2005 Account Type Time Deposits Principal Balance as of DOD $20003.35 Interest from Last Posting to DOD $27.49 Account Balance as of DOD $20030.84 YTD Interest to DOD $170.66 ~ ~5 Account Number 6249182468 Account Title ELEANOR R BERG Date Opened 10/16,2006 Account Type Time Deposits Principal Balance as of DOD $20982.08 Interest from Last Posting to DOD $81.69 Account Balance as of DOD $21063.77 YTD Interest to DOD $84..54 ® ~ ~~1 Account Number 6245539728 Account Title ELEANOR R BERG Date Opened 1/3/2005 Account Type Time Deposits Principal Balance as of DOD $25001.65 Interest from Last Posting to DOD $37.80 Account Balance as of DOD $25039.45 YTD Interest to DOD $213.31 ~~, Account Number 6200843787 Account Title HERMAN BERG III MD TRUST UTD l 1/1211987 RICHARD A OR ELEANOR BERG TTEE Date O ened 12/27/2002 Account Type Trust Principal Balance as of DOD $1'29996.45 Interest from bast Posting to DOD $ .00 Account Balance as of DOD $129996.45 YTD Interest to DOD $328.12 ,-- Account Num'ner 6200843795 Account Title HERMAN BERG III MD TRUST UTD 11/12/1987 RICHARD A OR ELEANOR BERG TTEE ~~ Date Opened 12/27!2002 Account Tye Trust Principal Balance as of DOD Interest from Last Posting to DOD $51.10 $ .00 Account Balance as of DOD $51.10 YTD Interest to DOD $ .O1 S~ ,, MEMBERS I~t PP,PE2nLCUF.n1T UNUm REGULAR SAVINGS ACCOUNT: Account NumbertSuffix Date Account Established Principe{ Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES O„~F 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 CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Totaf Principal and Accrued interest Name of Joint Owner CERTIFICATES OF DEPOSIT; Account NumbeNSuffix Date Certificate Established Principal Balance at Date of Death Accrued Interesk to Date of Death Total Principal and Accrued Interest Name of Joint Owner date Joint Ownership f=stablished CLRT{FICATES OF' DEPOSIT: Account Number/Suffix Date Certificate Established Principal Bafance at Date of Death Accrued Interest to pate of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 315733 -00 10/11!2007 $5.00 SAO $5,00 None 315733 -40 10/11 /2007 $25,384,53 $~t1,23 $25,425.76 None 315733 -41 11 !05/2007 $20,141.36 $33.04 $20,174.40 None 315733 -~Z 01 /14/2008 $50,000.00 $76.44 $50, 076.44 Richard Serg 01114/2008 315733 --43 01!14/2008 $5D, 000.00 $78,44 $50,076.44 Thomas Berg 01!14!2008 ~~-. .~=°, ipOI:) Lc7uisc l)ri~~c - L'U, tic~x ~{) Mrehanicshur~;, l'etansylu:uiia 17(ISS (;ii)tl) 2h:i-23?~i www.ntciiibcrslstc~r~; Ai'K-U 1-'~UU~ l U ~ Ub Aft 11~f1>3 1 ~'l~ 1 N~UKANS (1 ~f (y551 ~(~ CERTIFICATES OF DEPOSIT: Account Number/Suffix 315733 -44 Date Certificate Established 01/24/2008 Principal Balance at Date of peath $30,000,00 Accrued Interest to Date of Death $45,86 Total Principal and Accrued Interest $30,045.86 Name of Joint Owner Wane CERTIFICATES QF DEPOSIT: Account Number/Suffx 315733 -45 Date Cerkificate Established 02/04!2008 Principal Balance at Date of Death $26,330.11 Accrued Interest to pate of Death $26.16 Total Principal and Accrued Interest $26,356.27 Name of Joint Owner none P, 012 /02 MEMBERS 1Sx F>vD RAt_ CREpIT UNION r~ t.eigh-Anne Stallings Insurance Services Assistant March 18, 2008 Estate of: E{senor R. Barg bate of Death: 02/13/2008 Social Security Number: 071-12-3522 t (~ PNCBAI~K The Thinking behind The Money March 25, 2008 Thomas H Berg 130 Parker St Carlisle, PA 17013 RE: Eleanor R Berg (Deceased) SSN: 071-12-3522 DOD: 02-13-2008 Dear Mr. Berg: In response to your request for Date of Death balances for the customer noted above, our records show the following: Checking Account Account # 5004543945 Established 03-14-2005 ELEANOR R BERG ~i` DOD balance: $26.00 + 0.00 accrued interest Savings Account Account # 5130365756 Established 08-21-1990 ELEANOR R BERG ~'~ DOD balance: $106,781.71 + 55.14 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, ~~%~- Colleen Crowder 1-800-762-1775 P7-PFSC-04-F - 500 First Ave Pittsburgh, PA 15219 Member FDIC ~..~ Page 1 of 1 `~ Q1~RSTO~~T BANK A Tradition of Excellence March 20, 2008 To: Thomas H Berg 130 Parker Street Carlisle Pa 17013 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Eleanor R Berg Date of death February 13, 2008 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DF,CEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK. CHECKLNG ACCOUNT Account i# Title of Account 706002270 Eleanor R Berg Thomas H Berg SA VINGS ACCO UNT Account # Title of Account CERTIFICATE OF DEPOSIT Account # Title of Account Date opened Princi le Accrued Interest 01/03/06 102491.61 323.70 Date opened Principle Accrued Interest Date Opened Principle Accrued Interest P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax k www.orrstown.com (November 2005) Mailing Number. 621006188 .~ Legacy Treasury Direct www.treasu rydirectgov 1-800-722-2678 ~ -304-480-6464 (Outside the U S ) STATEMEPVT OF ACCOUNT Page 1 of 2 OF1T S1te ELEANOR R BERG OR THOMAS H BERG 130 PARKER ST CARLISLE PA 17013-2820 TREASURY RETAIL SECURITIES SITE P.O. BOX 567 PITTSBURGH PA 15230-0567 PHONE: (800) 722-2678 TeIePI}iorNurrifrer: (717) 243-3739 Tazpay~er ~~enfikicaflcm No:=- Confidential Tai «'iihnlding Status: No withholding Payments made by direct deposit to: KEYSTONE FINANCIAL BANK Routing Number: 031302955 Name on Account: ELEANOR R BERG CHECKING Account Number: Confidential .egacy 'Freusury Direct Account NnmUcr: 4$QQ-~ 98-2206 'T'otal Par as c,f 1 210 7/2 0 0 7: $10 000 ACCOUNT HOLDINGS SEf'IIRITY< SF.LUI2I`TY SUB~ACC~IINT > SCHEI'1. uF iw, =D~1~' "l~otatPar \`o. ~ 1'arrlrtionnt _ issue Pnmfiasc Yidit~ >eSCriptlgn i7itic \o. 7crm llate Pricc1~100 RateKate ~Iatutity rllst; 912795E72 O1 10,000 12/06/07 98.387278 3.296 3.190 1 BILL 26WK 06/05/08 10,000 TRANSACTION HISTORY For 06/08/2007 to 12/07/2007 Il<egirtreing Par Balan~.vn: 06/08/2007 Date ('L'S)P Dcscri ~Liun , 12/06/07 912795659 12/06/07 912795E72 BILL 12/06/07 BILL 06/05/08 Security Price: Redemption Reinvestment Purchase 9,838.73 12/06/07 912795E72 BILL 06/05/08 Refund Payment $10,000 a •"vment Amouut ~ L;ffect on Yar L'atauce 161.27 -10,000 +10,000 Ending Par Bala~rce on: 12/07/2007 $i 0,000 IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TREASURY RETAIL SECURITIES SITE AND PROV YOUR ACCOUNT NUMBER (November 2005} Mailing Number: 021006188 .~ ~~~~~~~ ~rrea~~,~n;re~t® A«~~~~ ~,;. 4800-198-2206 STATEMENT OF RECOUNT '' Page ' 2 of 2 IMPORTANT MESSAGE AFTER MAY 7, 2007, TREASURY WILL NO LONGER OFFER 3-YEAR NOTES. IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TREASURY RETAIL SECURITIES SITE AND PROVIDE YOUR ACCOUNT NUMBER PD F S1B1 (gpri12005~ OMB. No. 1535-0069 P Mailing Number: 007818 Department of the Treasury Bureau of the Public Debt T/'~aSlUf 0//~e~:t P.O. Box 1254 Y ® REINVEST DIRECT~NOTICE ' Parkersburg, WV 26106-1254 STATEMENT DATE: 10/18/2005 ELEANOR R BERG OR THOMAS H BERG 130 PARKER ST CARLISLE PA 17013-2820 I[1Stt'IaC~It~f1S ~0~.!~__RQ~_ta~'~ti~t~__~~_II R~I~a~IP~tC11E'~l~ The amount of your maturing security is 510,000 . oo . You can reinvest 24 hours a day, 7 days a week. To reinvest call 1-800-722-2678 by 11/27/2005. Live outside US? Dial 1-304-480-6464. If you don't want to reinvest, disregard this form. Have this form and a pen or pencil ready when you telephone. You will be prompted to enter the following information: 1. Enter your TreasuryDirectAccount Number 4800-198-2206 2. Enter the CUSIP 912795WD9 which matures on 12/08/2005. 3. Enter the Validation Number 20000103 4. Select the appropriate security term offered. 5. Select the appropriate number of reinvestments. Confirmations are not mailed. Listen carefully to verify the information you entered. For your records, write your Confirmation Number here: TN ~ ~~~ (~~ ~~ "To request partial reinvestments use PD F 5180 "Reinvestment Re uest" or contact your Trea ury Retail Securities Site at: 1-800-722-2678 ~,-~ f°~~~1~~~~ You can also reinvest by visiting our website at www.publicdebt.treas.gov/sec/sectdes.htm If you have a change of address, or questions, please contact your Treasury Retail Securities Site. Please see the back of this form for important information about Treasury securities. If you can't use our Electronic Services to reinvest, complete this form and return it io the address on the back. Don't make notes on this form or attach correspondence. VALIDATION NUMBER:20000103 CUSIP: 912795WD9 ACCOUNT NUMBER: 4800-198-2206 SECURITY NUMBER OF REINVESTMENTS TERM (SELECT ONE BOX BELOW) 1 2 3 4 5 6 7 8 ELEANOR R BERG OR THOMAS H BERG 13 WEEKS [l [] [) [] [] [] [] [] 130 PARKER ST CARLISLE PA 17013-2820 26 WEEKS [l ,~( [] [] AMOUNT: $10, 000.00 If more than one box is marked, one reinvestment will be scheduled,for the shortest term selected. If no box is marked, one reinvestment will be scheduled for the shortest term available. The security terms shown are the only available options. Please do not write in other security terms. Return By: 11 /18/2005 ., ,~ Legacy Treasury Direct www.treasu ry d irect. gov 1-800-722-2678 1-304-480-6464 (Outside the U.S.) ELEANOR R BERG OR THOMAS H BERG 130 PARKER ST CARLISLE PA 17013-2820 STATEMENT. OF ACCOUNT Page 1 of :2 Your'Site TREASUkY RETAIL SECURITIES SITE P.O. BOX S67 PITTSBURGH PA 15230-OS67 I PHONE: (800) 722-2678 Payment Infgrtnatinn egacy Treasury llirec .~ccunnt ~ umber: 4$~0-198-`226 Total Par as of 06109/2006; $10 000 TelQphone Nun-ber. (717) 243-3739 Taxpayer l.~iertiPicatign N~: Confidential Tax. Withholding S#atuss No withholding ACCOUNT HOLDINGS ~EC[~R><TY ~ SEC iTRI7'Y sU~=A~ecUN~' CUSIP Total Par D<scriptio^ MatnrityDatE Win. Par ~monnt T~suc Purchase Yieldi Uisc Date Pricu~$lOQ Rate Hate W ~ of Par (^~) (~,,,,) 912795YH8 BILL O1 10,000 06/08/06 97.565750 5.004 4.815 12/07/06 10,000 TRANSACTION HISTORY For 12/09/2005 to 06/09/2006 I C > Be~i~m~ P. mate CT7,SIP Dcrcri~iioi 06/08/06 912795XF3 BILL 06/08/06 06/08/06 912795YH8 BILL 12/07/06 Security Price: 06/08/06 912795YH8 BILL 12/07/06 SCHED. itEl~vv, NEXT:> P.Al`MENT \o. "[ crrn Date l}pc :imuunt 12/07/06 Par 10,000.00 _._ _.. afa;f~ ~n 12/09/2005 ~~.; $10 000 l ransaction'I'}~lc Payn~eut .~mouui H ftecC on 1'ur }lalaucc Redemption -10,000 Reinvestment Purchase +10,000 9,756.58 Refund Payment 243.42 Ending Par Salanccon: 06/09/2006 IF YOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TREASURY RETAIL SECURITIES SITE AND PRr`VIDE YOUR ACCOUNT NUMBER ~9 $10 000 Mailing Number: 021006964 egacti' "I'rcasur~~T)ireci~ffi tlccount No. 48UU-198-226 STATEMENT QF ACCOUNT :Page 2 of 2 IMPORTANT MESSAGE IF YOU MOVE PERMANENTLY, CONTACT US TO CHANGE YOUR ADDRESS. OUR MAILING METHODS DO NOT ALLOW LEGACY TREASURY DIRECT MAIL TO BE FORWARDED WHEN THE ADDRESSEE HAS MOVED PERMANENTLY. IF YOUR ADDRESS CHANGE IS ONLY TEMPORARY, JUST LET THE POST OFFICE KNOW AND THEY WILL FORWARD YOUR LEGACY TREASURY DIRECT MAIL. IFYOU HAVE QUESTIONS CONCERNING THIS STATEMENT, PLEASE CONTACT YOUR TREASURY RETAIL SECURITIES SITE AND PROVIDE YOUR ACCOUNT NUMBER (~ ~Tfi, ~~~`BAl~K RNC 3anF;, N'alional Association Cashier's Check No. oo9s42s1 ., ., Date January 14, 2008 Ei_EA1~rOR R BERG Pa>- to mr ordor or RICHARD A BERG ~ 50,000.00 Fifty Thousand Do{fars And Zero Cents _ Non-Negotiable Customer Copy 7300099842 _ aemme~ ~ a m e q ~p ~o a O a~.o a o '~ m ~ Q ~ .+ ° a o ~ f w m I ~~~ ~ V ~ (~ ~ r a y iv q F i~ m o y ° a E N O ~~ RI W~ 0 C l ti % u L K V O X~ u ~ a o c ~ x ti X N m .~ v m x x `- X H a~ $ Oo P C U b H g.~+urc. w N awF a omoov, o m oom 0 o n ooooc~ oo a ~~ a ,q x~ 0 r ~r v100 T O N OO .-~ o owl .+ooN ~n m o o .n OO o0 o o :cm x pp, f{ "~ .q m o o . xc e - xe O O H O O O N ~o N q H 0 N Vl N v ~/, O 'O O v F 4~ E H 1 H w U F a a AI n; ++ m u, V U z x ~, a x H qqa F F Z Z ~ q ~, .+ - N ~ M £ 8 ,, H O 0. .O ,O U !, o y N H N q ..~ Y y ~ ~ s O yew H o v" y vq y .. .. ~q ~m ~ `~ .. ° v a m ~ a v ' ~ . m N ro ~~ m u a c m u a o^K .. . N ~ ~ •• m~ li b .~ m~ Y q a s a ~ O~ O S b ~ H C m m H C 00 Y !C N O N 1L O 4 q E r H 3 6 a O y EE0 3 P d N Y O O m ~ T p p O d $.. K Z N O d E R Z m U V ^^DO b w P~`~~BAI~K PNC BanA, National Association Cashier's Check No. 00954261 Date January 14, 2008 ELEANOR R BERG Pay to a,q o.ar~ of THOMAS H BERG $ 50,000.00 E Fifty Thousand Dol{ars And Zero Cents Non-Negotiable Customer Copy 370009953) ae~,a,e, F St X000 Louise Drive MEAIBER$ 1"~ A9echanicsburs, PA 1705 vroeaei caeoir ur on (600)283-?328 / ~ ' 1 ~. CERTIFICATE ~~ APPLICATION AND RECEIPT hWe hereby apply for a ~4embers I ~' Certificate in the amount and term listed below. Maturity Date: 09/15/2009 Please Print: Account r: 0000315733 Member Name: ELEANOR R BERG SSN: 071-12-3522 S[reeL 130 Parker St Extra Address: City; Carlisle State: PA Zip Code: 17013 1(11NT (1W NFRC Last: BERG First: RICHARD Ml: A Suffix: ~' t Street. City: State: Zip Code: Extra Address: Date Of Birth: 11/11/1949 SSN: - - Last: First: Ml: Suffix: ~ '- Stteet: City: State: Zip Code: Extra Address: Date Of Birth: --/--/--- SSN: - - Last First: MI: Suffix: 3 Stteet: City: State: Zip Code: ( Extra Address: Date Of Birth: --/--/---- SSN: - - Lasr. First: MI: Suffix: 4 Street: City: State: Zip Code: L Extra Address: Date Of Birth: --/--/---- SSN: ~~(] Deposit Amount: $ 50, 000.00 Transfer Amount $ From Account. Share ID: ('FRTI FI('ATF nFTAII.S Certificate Type Minimum Amount Original Deposi[ Amount Annual Percentage Yield Dividend Rate Share IC~ is MONTH CERT $500.00 $50,000.00 9.750$ 9.650'& -- 11II 42 Dividends Payment Method: By: By Check To: Account Number: Share ID: Member's Signature: ~~-~i ra`_4,se.--A -aa Date: 01/14/2008 This is to certify that the above named person(s) is (are) the owner(s) of a Certificate account at Members 1" Federal Credit Union. The Certificate is in accordance with the terms of the Membership and Account Agreement and the Credit Union's current Truth-in~ Savings Rate and Fee Schedule which shall accompany the receipt of deposit for this Certificate and is incorporated by this reference. St ~ • 5000 Louise Drive D4Et1~1BERS 1"fi Mechanicsbur_e, PA 1705= reocau ca eoil uwo~ (800)2$.1-23.:3 ;, i ~:: CERTIFICATE ~ APPLICATION AND RECEIPT Vt4~e hereby apph~ for a Members 1"Certificate in the amount and term listed below. Maturity Date: 09/15/2009 Please Print: Account #: 0000315733 :Member Name: ELEANOR R BERG SSN: 071-12-3522 Street: 130 Parker St Exta Address City: Carlisle State: PA Zip Code: 17013 1!1[NT (l\UNFRC Last: BERG First: THOMAS Ml: H Suffix: 1 Street: Ciry: State: Zip Code: Extra Address: Date OfBirtlt: 04/11/1995 SSN: 161-34-2376 Last: First: Ml: Suffix: Street: City: State: Zip Code: Extra Address: Date Of Birth: --/--/---- SSN: - - Last: First: MI: Suffix: 3 Street: City: State: Zip Code: EctraAddress: Date Of Birth:--j--/---- SSN: - - Lasr. First: MI: Suffix: t Street: City: State: Zip Code: Extra Address: Date Of Binh: --{--/---- SSN: - - !J Deposit Amount: S 50 , 000.00 ' _ Transfer Amount $ From Account: Share ID: !'PRT1FIr'e TF IIFTeII.C Certificate Type Minimum Amount Original Deposit Amount Annual Percentage Yield Dividend Rate SharefD { is woNxx CERT $500.00 $50,000.00 4.750 4.650 43 -{I Dividends Payment Method By: By Check To: Account Number: Share 1D' ;1 Member's Signature: ~°"'~'~~~°"~"-'t~---Q~ Date: 01/19/2006 This is to certify that the above named person(s) is (are) the owner(s) of a Certificate account at Members 1" Federa{ Credit Union. The Certificate is in accordance with the terms of the Membership and Account Agreement and the Credit Union's cm-rent Truth-in- Savines Rate and Fee Schedule which shall accompany the receipt of deposit for this Certificate and is incorporated by this reference. f ['otal Ban]ang Statement w •~ For the period 09/08/2006 to 10/05/2006 EIEANDR R BERG 130 PARKER ST CAR~ISt.E PA 17013-2820 PNCBt~NK Primary account number. 50-0454-3945 Page 1 of 2 Number of enclosures: 0 ~. For 24-hour bankino, and transaction or interest rate information, sign on to a PNC Bank Online Banking at pnc com. For customer service call t-866-PNC-4000 between the hours of 6 AM and Midnlghi ET. Para servicio en espanol, 1-866-HOLA-PIVC Moving? Please contact us at 1-86G-PNC-40D0 ® Write to: Customer Service PO box 609 Pittsburgh PA 15230-9738 Visit as at pnc.w~n _. We value your relationship with PNC. For questions about your acC OUnt, ~ TDD terminal: t-80o-53 t-1648 please call 1-866-PNC-4000. Eor he:u~mGie~p,ued ~r rrr~n,a.~ ielationship Overview tank Deposit Accounts es[ri plion Account Number ~~ Deposit Galante uerest Checking !i0-Oq4-3?=1 ~ ?;.Dp erfomtanceNonet~ni:uket ?1-303ti-ili 10:~34i1 :erlificat e(s) Of Deposit 'T'ota of 2 ] 00,2fii90 'oral Deposits 21)Y,5'78.51 MPORTANT ACCOUNT INFORMATION k /^ = i upplement to the Consumer Schedule of Service Charges and Pees ,-'"~,-:_.t.~ V ~ ~w`^`sS°` , log . t`3 he information helo~~~ supplements cerlavt infonnatiwt ut our Constmter Schedule of Sen ice Chatnes mul Pees. Please re '' tain this ~ tfornta[ion ~~-ith your teconls. ~ affective 9lZ3/06 jk~ r~ Tow lvailahle -Stop Payments on Visan~ Recttnine Pteaulitmized Payments 'ou may now stop payment on a Visa rectnring pteaudtorized payment originated by use of yourPNC Clteck Cmd. 7ltese \%isa stop payment nietc must be made al least three (3) business days prior to the scheduled poslino date of Hie fmns:iclion and shall he elTeclive for hvo (2) eats From the date Hte outer is received. A[ ]east one (I) transaction must bare previously posted. ;Visa slop payment onlers are subject to a 31 I'ee. lease call 1-300-PNC-B;1NK (]-300-762-2265) or cmttact }our local PNC Bank Branch to initiate a stop payment. -enior Premium Plan Eleanor R Berg nterest Checking Account Summary _ .ccottnt number. 50-0454-3945 ~ talance Summary Heginnin9 Deposits antl Checks and other Ending balance other additions deductions balance ?5-OU -t)n ,UD 25.00 Average monthly Charges balance and fees 2 ~.oo cio _ FORM953R-1005 eviewing Your Statement PN~BANK lease re~~ie~t~ this statement carefidh' and recmrcile it tl~ith Your lecon9s. Call the telephone mnnber on the upper ri_ht side of the IiISI pace f this s~atggmeat if: you hal~~any yue~t~trns resardine your accomtts(s); 'vote name or address is incorrect you haee a business account mtd your tai identiFcatimt number is missive or incorrect; you hay e any questions regar[ling vttemst paid to an interest-hearers account talancing Your Account pdate Your Account Register ompare: The activih detail sec[imr ofyours[atement [o youraccounl reeister heck Off: .411 items in your account register that also appear on your statement. Remember to begin with the en[lino date of your last statement (:Ur asterisk ;*; .will appear yr the Checks section if there is a ~cp vt the listine of consecutive check numbers.) dd to Your Account Register Any deposits or additions inchldine interest payments and ATt\1 or elechnnic deposits glance: listed on the statement that are not ahradv entered in Your reeisler. ubtract From Your Account Amy accotmt deductions includine fees and A7 4'1 or electronic deductions listed on the egister Balance: statement that are not already entered ur your reeisler. pdate Your Statetneni Information rep 1: ddtogether 'posits and her additions sled in vonr :corm( re~isler If not on your clement. Date of Deposit ' Amount To1a1 A ep 3: rater the ending balance recorded on your s[atentent $ dd deposits and other additions not recorded Total :1 + $ Step 2: Add loselher checks and other deductions listed in your account re~isterbut not on your statement. Subtotal= $ tbinet checks and other deductions Trot recorded Total & - $ re result should eyual Yottr account register balance = $ Check Number or Deduction Description Amount Total 8 erification of Direct Deposits r verify YY'hether a direct deposit or other transfer to your account has occurred, callus 7 days a ~ceek from 6:00 :1.4'I. to 1\'lidnisht (C-T) a[ e customer sen'ice number listed on the upper right side of the Grst page of this statement. lectronic Funds Transfers case n(ermrs nr gnesfinns ahmu }'oar elechnnic h, nsfels nr i(yml need more infomtafion abnnl a transfer. call u 7 drays a week tram 6:1)0 A.h1. In A1idnight (Fl)at the :IOmer service nnmher listeJ nn the rapper light sick of the first page of Ibis snitemenl. Or. i(ynn preler. please rattle ns al: Gixtnmer Service. P.O. }Sox fi09. Fillshprvh. PA 230-0609. ((yon !relieve Ihett is n pmhlem. yon most contract n5 nn later Ilan 60 ILays Whet the ending iL~Ie of the first 511lemeul on which the emir nr pro!+lem appeamJ. m will nee[! In plmide the follnaing infnrmatinn: Yoru aurae and account pnmbe~(s); A descliptirnt of the enrn~ or the nats(er }'nu alt [prexfinuing. Please explain as clearly as yon c:m why yrnl aced more in fmmalion ur why yon hdierre an coot was made: T)re JoOar amonm of the suspected cram. will invesOgale ynnr complaint mul (sill conecl alp' ermr promptly. 1(Ote invesrigalion lakes longer Ihan l ll hnsiness days. we will credit vonr nccounl fur the mint yon Olt nk is in coot, so Thal yon will have rase o(the fiunts ilmblg the rime it lakes~ns rnmplete mlr invesrigafinn. ember FDIC ~ Equal Housing Lender Fon~tsSaR-cans gi~Rs Po~l =or E4eanor R. Berg Estate by Tom Berg Date & To 1,~Jhom Check # Amount For 2/231G8 !D E America CT #436 $9.46 Svc 1112 - 2!11/08 2/25!08 Embarq CT #437 25.40 ERB Svc 2/13 - 3/12/08 2f25f08 Miiiennium Pharmacy Systems, East CT #438 104.21 Meds Invoice of 1131/08 2!3!78 F2egister of Wi!{s CT #443 415.00 Letters 2/29/C;8 Carlisle Borough Tax Account, PGT DD #496 4.90 ERB Per Capita Tax 2008 3!8lQ8 ~3elvecere Medical Corp. CT #446 73.38 ERB Medical 112 & 1/9108 3114/Q8 Thcrnwa[d Rome CT #447 53.37 ERB Charges To 2/13/08 3/14108 Mil{ennum Pharmacy Systems, East CT #448 14.70 Meds Invoice of 2/29/08 3/20/08 1'`llork-~~1a~,~s Associates DD #497 59.78 ERB Medica{ 1/23/08 TOTAL $760.20 ~~~ ~ ~~ ~ ~°,Z ~~ LAST WILL AND TESTAMENT I, ELEANOR R. BERG, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, declare the following to be my last will and testament, hereby revoking any and all wills heretofore made by me. Item I. It is my desire that I be buried in the Ashland Cemetery, Carlisle, Pennsylvania, beside my beloved husband, Herman Berg III. I would like a simple funeral to be performed by Ewing Brothers Funeral Home, with no viewing, immediate family only to attend, and only some simple prayers to be read. I would also like my date of death to be inscribed on our stone at Ashland Cemetery. Item II. I direct my executors hereinafter named to pay my debts and funeral expenses.. Item III. In the event my net estate, (being defined as that amount of money left after the payment of all just debts, and/ or executor's or legal fees, and the expenses of administration, and less the specific bequest in Paragraph IV hereof), is less than two million dollars, ($2,000,000.00) the following charitable bequests in toto shall not exceed ten percent (10%} of my net estate as defined in this paragraph. In the event the following charitable bequests exceed ten percent (10%) of my net estate as defined herein, they shall be reduced on a pro-rata basis so as not to exceed said 10%. It is also my wish that any money gifted by me to the following charities shall be used for their local chapters, as nearly as possible: A. To the American Red Cross, 1710 Rimer Highway, Carlisle, PA, for disaster relief $10,000.00 B. To the Salvation Army, 20 E. Pomfret St., Carlisle, PA, for the homeless $10,000.00 C. To the YMCA, 311 S. West St., Carlisle, PA. $10,000.00 D. To the YWCA, 301 G St., Carlisle, PA. $10,000.00 E. To Habitat for Humanity-Cumberland Valley, 114 N. Hanover St., Carlisle, PA. $10,000.00 F. To Domestic Violence Services, Carlisle, PA $10,000.00 G. To the Tri-County Association for the B1ind,1800 North Second St., Harrisburg, PA $10,000.00 H. To the American Cancer Society, 3211 N. Front St. Harrisburg,PA $10,000.00 I. To the American Heart Association, Capital Region Division, 1517 Cedar Cliff Dr., Camp Hill PA. $10,000.00 J. To Deerfield Academy, Deerfield, MA for financial aid to deserving students $10,000.00 K. To Dickinson College, to be applied to the Merman Berg III Scholarship Fund $10,000.00 L. Harvard University, Cambridge, MA $10,000.00 1~I. To the United Way of the Greater Carlisle Area, 810 West High St., Carlisle, PA. $10,000.00 N. To Thornwald Home, 442 Walnut Bottom Road, Carlisle, PA to be applied toward the expense of personal care for residents who are in need of financial help to remain at the facility $10,000.00 Item IV. I devise my home and all the contents therein at 130 Parker Street, Carlisle, Pennsylvania, to my son, Thomas H. Berg. Item V. I give the sum of Ten Thousand ($10,000.00) to each of the following: A. $10,000.00 to my grandson, Philip Spencer Berg. B. $10,000.00 to my granddaughter Claire Elisabeth Marie Berg. Item VI. All the rest, residue and remainder of my estate, both real and personal, I devise equally between my sons, Thomas H. Berg, and Richard A. Berg. If Richard should predecease me, his share shall go to the issue of his body in equal parts, per stirpes. If Thomas H. Berg should be deceased, his share is to go to my surviving son, Richard A. Berg. If both Thomas H. Berg and Richard A. Berg should predecease me, then all the rest, residue and remainder of my estate, both real and personal, shall go to the issue of my son, Richard A. Berg only, per stirpes. Item VII. I nominate, constitute and appoint my sons, Thomas H. Berg and / or Richard A. Berg, as my executors, and I direct that they be permitted to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6th day of January, 2005. ~~'~ (SEAL Eleanor R. Berk; Signed, sealed, published and declared by the above-named testatrix, as and for her last will and testament, who, at her request, in her presence, in our presence, and the presence of each other have hereunto subscribed our names as attesting witnesses: ~ Q /! \ / ~~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ ~~ We,' i. ~~ and r1 !~. f~t. < <--~X whose names are signed to the attached or f egoing instrument, being duly qualified according to law, do depose and say tha we were present and saw testatrix sign and execute the instrument as her last will, and that she signed willingly and that she executed it as her free and voluntary act for the purposes dlerein contained, that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix tivas at that time I8 or more years of age, of sound mind and under no constraint or undu - ~nflue e. ti~~ Sworn to and subscribed before me this the 6~' day of January, 2005. y~ Notary r ~~~ IMF ~YOUMrit~v EXPIItE~ S 2~6YYf204~ ~7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, Eleanor R. Berg, 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 willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ?p~~ Eleanor R. Berg Sworn to and subscribed before me this the 6~' day of January, 2005. Notary ~ ~~ND ARY!!!~C