HomeMy WebLinkAbout06-05-08 (2)15056041169
REV-1500 EX (06-05) 01=FICIAL USE ONLY
PA Department of Revenue -
Bureau of Individual Taxes Cnunty Code Year File Number
Po Box2sosot INHERITANCE TAX RETURN ~ ` ~ ~ ,, , ~,
Harrisburg,PA17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
161-50-9399 03272008 12191917
Decedent's Last Name Suffix Decedent's First Name MI
NAREHOOD HARRIET P
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Narne MI
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF VIIILLS
FILL INAPPROPRIATE BOXES BELOW
® 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 ~ 5. Federal Estate Tax Return Required
death after 12-12-82)
6. Decedent Died Testate ~ 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 death ~ 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 TO:
Name Daytime Telephone Number
SANDRA J BOWER EXECUTRIX
Firm Name (If Applicable)
REGISTER OF WILLS USE ONLY
r.~
First line of address C7
6340 PENNSBORO DRIVE ~"
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Second line of address r--
_ ~ ~ I ; , ;~
_.;. Cn ~ ~ C1T _ _ '
.7 ~ c _~
City or Post Office State ZIP Code 11A~E-FlLED ~ ~~i
MECHANICSBURG PA 17050 y --~ ~
_ ,f
Correspondent's a-mail address:
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
C?/v ~ / i"{~/7~ ~!~~Ci, ~~~, ~n D O ?~
ADDRESS ~,
/
634~gENNSBORO DR., MECHANICS~3URG, PA 17050
SIG ATUR OF PREPARERiOTH6iR ANAN R~AI~ E ~ nnTF
ADDRESS
176 CUMBERLAND PKY. MECHANICSBURG, PA 17055
PLEASE USE ORIGINAL FORM ONLY
Side 1
15056041169 15056041169
J 15056042160
REV-1500 EX
Decedent's Social Security Number
oecedent'sName: HARRIET P NAREHOOD 161-50-9399
RECAPITULATION
1. Real estate (Schedule A) ............................................. 1.
2. Stocks and Bonds (Schedule B) ........................................ 2.
3.
4.
5.
6.
7.
8. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..
Mortgages & Notes Receivable (Schedule D) ..........................
Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .....
Jointly Owned Property (Schedule F) ~ Separate Billing Requested ....
Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ....
Total Gross Assets (total Lines 1 - 7)
................................ ... 3.
... 4.
... 5.
... 6.
... 7.
g,
...
2 3 5 , 718.0 2
9 5 , 3 0 9 .4 4
10 , 3 5 0 . 0 0
3 41 , 3 7 7 . 4 6
9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 8 , 2 2 7 • 7 7
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............. .. 10. 4 51.14
11. Total Deductions (total Lines 9 & 10) ................................ .. 11. 8 , 6 7 8.91
12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 3 3 2 , 6 9 8 . 5 5
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...................... .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 3 3 2 , 6 9 8 . 5 5
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) x .0 15.
16. Amount of Line 14 taxable
at lineal rate x .04 5 3 3 2, 6 9 8. 5 5 16. 14 , 9 71 .4 3
17. Amount of Line 14 taxable
at sibling rate x .12 17.
18. Amount of Line 14 taxable
at collateral rate x .15 1g.
19. TAX DUE ........................................................ 19.
20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
15056042160
Side 2
14,971.43
15056042160
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21- 0 $ - 0 418
DECEDENT'S NAME
HARRIET P NAREHOOD
STREETADDRESS
6340 PENNSBORO DRIVE
CITY
MECHANICSBURG STATE
PA ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 2 Line 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
748.57
(1) 14, 971 .43
Total Credits (A + B + C) (2)
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 box on Page 2, Line 20 to request a refund.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(3)
(4)
748.57
0.00
(5) 14, 222.86
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) _ 14 , 2 2 2 . 8 6
Make Check Payable fo: REGISTER OF WILLS, AIGENT
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 : ........................................ ..
b. retain the right to designate who shall use the property transferred or its income : ................. ...
c. retain a reversionary interest; or ....................................................... ..
d. receive the promise for life of either payments, benefits or care? .............................. ..
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ..... . ............................................ ..
3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ... ..
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property 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 (1:?) 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-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, ~ M~S~r.
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARRIET P NAREHOOD 21-08-0418
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 VALUEAT DATE
NUMBER DESCRIPTION OF DEATH
1 Certificate-M&T Bank #031003915937262 10,108.88
2 Certificate-M&T Bank #031003915938559 12,401.49
3 Savings-Members 1st #258957-00 45.27
4 Certificate-Members 1st #258957-42 10,035.83
5 Certificate-Members 1st #258957-43 10,035.19
6 Checking-West Milton Bank #1108739808 17,485.95
7 Certificate-West Milton Bank #71854 75,495.82
8 Certificate-West Milton Bank #71855 100,109.59
TOTAL (Also enter on line 5, Recapitulation) I $ 2 3 5 , 718.0 2
(If more space is needed, insert additional sheets of the same size)
REV-1509 EX+ (6-98)
SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA I JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARRIET P NAREHOOD 21-08-0418
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G
SURVIVING JOINTTENANT(S) NAME ADDRESS RELATIONSHIPTO DECEDENT
A. SANDRA J BOWER 6340 PENNSBORO DRIVE DAUGHTER
MECHANICSBURG, PA 17050
B.
C.
JOINTLY-OWNED PROPERTY:
ITEM
NUMBER LETTER
FOR JOINT
TENANT DATE
MADE
JOINT DESCRIPTION OF PROPERTY
INCLUDE NAME OF FINANCIAL INSTITUTIONAND BANKACCOUNT NUMBER OR SIMILAR
IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REALESTATE.
DATE OF DEATH
VALUE OFASSET % OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
~. A. 09/14/06 Certificate-Members 1st#25895740 1,049.59 50.0 5,524.80
2 A 01/13/05 Checking-M&T Bank #9838236538 5,818.37 50.0 17,909.19
3 A 01/27/06 Certificate-M&T #031003915937064 0,096.41 50.0 15,048.21
4 A 12/05/06 Certificate-W.Milton Bank #62802 2,657.92 50.0 6,328.96
5 A 02/08/07 Certificate-W.Milton Bank #63466 0,066.32 50.0 5,033.16
6 A 05/07/07 Certificate-W.Milton Bank #64108 4,409.78 50.0 7,204.89
7 A 06/04/98 Common Stock of Wyeth - 1,824
Shares Q $41.952 per share 6,520.45 50.0 38,260.23
TOTAL (Also enter on line 6, Recapitulation) $ 9 5 , 3 0 9 . 4 4
(If more space is needed, insert additional 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
HARRIET P NAREHOOD
FILE NUMBER
21-08-0418
This schedule must be completed and filed if the answer to any of questions 1lhrough 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIPTO DECEDENTAND
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OFASSET
% OF DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
~. West Milton Bancorp Common Stock
1 transferred to Lisa Bell on 12/05/07
1 200 Shares Q 47.50 per share 9,500 50.0 4,750
2 West Milton Bancorp Common Stock
2 transferred to Lisa Bell on 01/28/08
2 400 Shares @ 43.00 per share 17,200 50.0 3,000 5,600
TOTAL (Also enter on line 7, Recapitulation) I $ 10 , 3 5 0 . 0 0
(If more space is needed, insert additional sheets of the same size)
REV-1511 EX+ (10-06)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
HARRIET P NAREHOOD 21-08-0418
Debts of decedent must be reported on Schedule [.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
~ Shaw Funeral Home and Twin Hills Memorial Park 7,548.40
B.
1
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
StreetAddress
City
Year(s) Commission Paid:
ZIP
State
2. Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
4.
5.
6.
~.
Street Address
City State
Relationship of Claimant to Decedent
ZIP
Probate Fees
Accountant's Fees
Tax Return Preparer's Fees
Estate Notice - Milton Standard
314.00
325.00
40.37
TOTAL (Also enter on line 9, Recapitulation) I $ 8 , 2 2 7 . 7 7
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX+ (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
ESTATE OF FILE NUMBER
HARRIET P NAREHOOD 21-08-0418
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, includi ng unreimbursed medical expenses.
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX+ (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
HARRIET P NAREHOOD ~l-C1R-~41R
RELATIONSHIF'TODECEDENT AMOUNT OR SHARE
NUMBER NAMEANDADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not ListTrustee(s) OF ESTATE
t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under
Sec. 9116(a)(1.2)J
1 Lisa Bower Bell Grandatzghter 1000
855 Thicket Court
Odenton, MD 21113
ENTER DOLLARAMOUNTS FOR DISTRIBUTIONS SHOWNABOVE ON LINES 15 THROUGH 1 8, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICHAN ELECTION TO TAX IS NOT BEING MADE:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF
GRANT OF LETTERS
No . 2008- 00418 PA No . 21- 08- 0418
Estate Of : HARRIET PAULINE NARK=HOOD
/First, Middle, Lastl
a/k/a : PAULINE NAREHOOD
Late Of : LOWER ALLEN TOWNSf~IP
CUMBERLAND COUNTY
Deceased
Social Security No: 161-50-93~-9
WHEREAS, on the I4th day of April 2008 an instrument dated
July 7th 2000 was admitted to probate as the last wi_i1 of
HARRIET PAULINE NAREHOOD
(First, Middle, Lastl
a/k/a PAUL/NE NAREHOOD
late of LOWER ALLEN TOWNSH/P, CUMBERLAND County,
who died on the 27th day of March 2008 and,
WHEREAS, a true copy of the will as probated is ~~nnexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Reg:~ster of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsy_tvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
SANDRA J BOWER
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to Iaw, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day of April 2008.
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
S°T ILBI~ AND °I'~STI~I~°I"
,,~
. --,
,,~ ,_-;
-~.-~ .
I, PAULINE NAREHOOD, of the Borough of Milton, Northumberland Count~,~r-~ .^~~
_: ; ___
Pennsylvania, being of sound and disposing mind, memory and understanding, do make;: ~ublish.;
~~~
,:
and declare this to be my Last Will and Testament, hereby revoking and making null :and=void `~~•'
any and all Wills by me at any time heretofore made.
Item One: I order and direct my Executor hereinafter named to pay all of my debts
and funeral expenses as soon after my decease as may be conveniently dome.
Item Two: All of the rest, residue and remainder of my estate, areal, personal or mixed,
of whatsoever nature or kind and wheresoever situate, I give, devise and bequeath to my
granddaughter, Lisa M. Bower, absolutely, if she survives me.
Item Three: In the event my granddaughter, Lisa M. Bower, shall predecease me, then
in such case, all of the rest, residue and remainder of my estate, real, personal or mixed, of
whatsoever nature or kind and wheresoever situate, I give, devise and bequeath to my daughter,
Sandra J. Bower, absolutely.
Item Four: All federal, state, inheritance, and other death taxes, including any interest
or penalty imposed in comlection with said. taxes, imposed as a result of my death, upon the
property passing under my Will, but not otherwise, shall be considered a Dart of the expense of
W~ nes s:
~ ~ i
r~~ o
1 \
2
the administration of my estate and shall be paid prior to distribution from my residuary estate
without apportionment or right of reimbursement. All such taxes on present or future interests
shall be paid at such time or times as my Executor may think proper, regarcJless of whether such
taxes are then due. I direct that each person receiving nonprobate property that is subject to
federal, state, inheritance, and other death taxes, shall pay the federal, state, inheritance, and
other death taxes attributable to his or her share of my taxable estate.
Item Five: I appoint my daughter, Sandra J. Bower, to be the Executrix of this my
Last Will. In the event my daughter, Sandra J. Bower, shall predecease me;, fail to qualify or
cease to act as such Executrix, I then appoint my granddaughter, Lisa M. Bower, to be the
Executrix of this my Last Will and Testament.
Item Six: I direct that my personal representative shall not be :required to provide
bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, PAULINE NAREHOOD, have hE;reunto set my hand
alld seal to this my bast Will and Testament, consisting of two (2) pages, to each of which I have
affixed my signature this 7th day of July, 2000.
r/
/*''~ ~ / ~v_~~~F_'~~-t~ ~Z-t_ (SEAL)
~_;. ~.
Signed, sealed, published and declared by the above named PAULINE NAREHOOD as
and for her Last Will and Testament, in the presence of us, who, at her request, in her presence
and in the presence of each other, have hereunto subscribed our names as ~Nitnesses thereto.
~~.
~~r~1~ -car, t; .
3
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF NORTHUMBERI:AND
SS.
I, PAULINE NAREHOOD, "testatrix, whose name is signed to the attached 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.
Testatrix ~~
Sworn or affirmed to and acknowledged before me, by PAULINE NAREHOOD,
Testatrix, this 7th day of July, 2000.
N~taiy Publ\ic f '~ / ~,
~rc...........t..sr.'ivvJY.~l+aiv~itviv-'u.s. nriavxc~cVa'~~ 'M4YH M~.t!
N ..w'ri`st' `t., ri~"~i.~:~'+~. e 3Ca':~V ~'4~'~rt
:°:+s`.>'r'a)>S ~ «.";9, ~'tP-.Cui~:r4:~CV*.".:Nti~6e u~` yyv
J ~R~' C.~:~-~rw^t'~,dy k_~x,*~?;ad ~~, ;ems a i k
4
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF NORTHUMBERLAND
We, CHRISTOPHER J. FOUST and CHERYL L. RAUP, witnesses whose names are
signed to the attached foregoing instrument, being duly qualified according; to law, do depose and
say we were present and saw Testatrix sign and execute the instrument as her Last Will; that she
signed it willingly and that she executed it as her free and voluntary act for the purposes therein
expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses;
and that to the best of our knowledge the Testatrix was at the time eighteen or more years of age,
of sound mind and under no constraint or undue influence.
b
Witness
T - Q~~~
-r-
Witn ss
Sworn or affirmed to and acknowledged before me, by CHRISTOPHER J. FOUST and
CHERYL L. RAUP, witnesses, this 7th day of July; 2000.
•\ .ti ~;
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3. Type of Account Certificate of Deposit
Account Number 031003915937262
Oumership (Names ofi Harriet P Narehood
Opening Date Ol/ 03/ 07
Balance on Date of Death $10, 000.00
Accrued Interest $ 108.88
Total $10,108.88
4. Type of Account Certificate of Deposit
Account Number 031003915938559
Ownership (Names ofi Harriet P Narehood
Opening Date 07/ 18/ 06
Balance on Date of Death $12,292.55
Accrued Interest $ 108.94
Total $12, 401.49
* For further account information, regarding ownership, closures and/or reimbursement of
funds, etc., please contact the Mechanicsburg Office at # 717-766-050?..
M & T Bank
DOD Unit /Records Management
St
MEMBERS 1St
FEDERAI, CREDIT UNION
REGULAR SAVINGS ACCOUNT:
Account Number/Suffix 258957-00
Date Account Established 01/31/2005
Principal Balance at Date of Death $45.27
Accrued Interest to Date of Death $.00
Total Principal and Accrued Interest $45.27
Name of Joint Owner None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 258957-40
Date Certificate Established 09/14/2006"
Principal Balance at Date of Death $11,000.00
Accrued Interest to Date of Death $40.59
Total Principal and Accrued Interest $11,049.59
Name of Joint Owner Sandra J. Bower
Date Joint Ownership Established 09/14/2006
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 258957-42
Date Certificate Established 07/02/2007
Principal Balance at Date of Death $10,000.00
Accrued Interest to Date of Death $35.83
Total Principal and Accrued Interest $10,035.83
Name of Joint Owner None
CERTIFICATES OF DEPOSIT:
Account Number/Suffix 258957-43
Date Certificate Established 11/30/2007
Principal Balance at Date of Death $10,000.00
Accrued Interest to Date of Death $35.19
Total Principal and Accrued Interest $10,035.19
Name of Joint Owner None
`Certificate 40 was a roll over from Certificate 45- opened on 9!14/2005, with Sandra J. Bower as joint
MEMBERS 1ST FEDERAL CREDIT UNION
Leigh-Anne Stallings
Insurance Services Assistant
April 25, 2008
Estate of: Harriet P. Narehood
Date of Death: 03/27/2008
Social Security Number: 161-50-9399
5000 Louise UI-ive P.(~. 13ox 40 Mechanicsburg, Pennsylvania 17055 (80U) 28'~-2325 www.uielnberslst.ol•g
Q MSTE~~k
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Sandra Bower Executrix
Estate of: Harriet P Narehood
6340 Pennsboro Drive
Mechanicsburg, Pennsylvania 17050
May 22, 2008
Re: Estate of: Harriet P Narehood
Account Number: 9838236538, 31003915937064
31003915937262 and 31003915938559
Date of Death: March 27, 2008
Dear Sir or Madam:
Per a memo from Margie Fealtman at M& T Bank, dated May 20, 2008, r<~questing at the time of
death, the balance on the above referenced account(s) was:
1. Type of Account Checking Account
Account Number 9838236538
Ownership (Names o~ Sandra J Bower*
Harriet P Narehood
Opening Date 01 / 13/ 05
Balance on Date of Death .$35, 817.62
Accrued Interest $ 0.75
Total .$35, 818.37
2. Type of Account
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Certificate of Deposit
031003915937064
Sandra J Bower*
Harriet P Narehood *
01/27/ 06
.$30, 000.00
$ 96.41
$30, 096.41
WEST
MILTON
State Bank
Member FDIC i-.
westmiltonstatebank.com `ice
April 18, 2008
Sandra J. Bower
6340 Pennsboro Dr.
Mechanicsburg, PA 17050-2322
Re: N. Pauline Narehood, Sr. SS# 1E1-50-9399
Dear Sandra:
In reference to your request for information on H. Pauline Narehood, we are
showing the following accounts with our bank listed below:
Good Neighbors Checking Account 1108739808
Date Opened 10/19/1983
Balance in the account to date of death $ 17,481.93
Accrued interest to date of death 4.02
In the name of Harriet Pauline Narehood $ 17,485.95
Certificate of Deposit 62802
Date Opened 12/05/2006
Balance in the account to date of death $ 12,617.85
Accrued interest to date of death 40.07
In the names of Harriet Pauline Narehood or $ 12,657.92
Sandra J. Bower
Certificate of Deposit n3466
Date Opened 02/08/2007
Balance in the account to date of death $ 10,000.00
Accrued interest to date of death 66.32
In the names of Harriet Pauline Narehood or $ 10,066.32
Sandra J. Bower
Certificate of Deposit 64108
Date Opened 05/07/2007
Balance in the account to date of death $ 14,311.75
Accrued interest to date of death 98.03
In the names of Harriet Pauline Narehood or $ 14,409.78
Sandra J. Bower
West Milton Office Lewisburg Office Mifflinburg Office Watsontown Office Beaver Springs Office
940 High Street 2005 Market Street 40 Hardees Drive 1025 Main Street 19179 Route 522
West Milton, PA 17886-0069 Lewisburg, PA 17837 Mifflinburg, PA 17844 Watsontown, I'A 17777 Beaver Springs, PA 17812
570-568-6851 570-524-7800 570-966-2555 570-538-3698 570-658-7542
570-568-6501 Fax 570-524-7487 Fax 570-966-6268 Fax 570-538-3798 Fax 570-658-2458 Fax
Certificate of Deposit 71854
Date Opened 03/18/2008
Balance in the account to date of death $ 75,4.13.18
Accrued interest to date of death 82.64
In the name of Harriet Pauline Narehood $ 75,495.82
Certificate of Deposit 71855
Date Opened 03/18/2008
Balance in the account to date of death $100,~~00.00
Accrued interest to date of death 109.59
In the name of Harriet Pauline Narehood $100,109.59
If we can be of any further service to you in this matter, please fE~el free
to contact our main office, 568-6851.
Sincerely, ,-,
~._.~0 I
,-` /
Kala Seibert
Customer Servic~ Specialist
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Wyeth (WYE) On Apr ~s: 44.93 0.00 ~o.oo%~
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~"~IStOfICB~ P~IC@S Get Historical Prices for: ~]
SET DATE RANGE ADVERTISEMENT
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Start Date: Mar 27 2008 Eg. lan 1,
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End Date: Mar 30 2008 t;~) Monthly
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PRICES
Date Open High Low Close Volume Adj
Close*
28-Mar-08 41.91 42.01 41.41 41.52 6,367,400 41.52
27-Mar-08 41.85 42.00 41.47 41.84 5,304,100 41.84
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http://finance.yahoo.com/q/hp?s=WYE&a=02&b=27&c=2008&d=02&e=30&2008&g=d " 4/21/2008
WEST
MILTON
State Bank
Member FDIC ^ - .
westmiltonstatebank.com LENDER
April 24, 2008
Sandra J. Bower
6340 Pennsboro Drive
Mechanicsburg, PA 17050-2322
Dear Mrs. Bower:
The approximate value of West Milton Bancorp, Inc. stock on share's registered in the
name of Harriet Pauline Narehood and Sandra J. Bower, JT TEN 21nd later transferred
is as follows:
#1488, transferred on 12/05/07, had an approximate value of $47.50 per share
#1498, transferred on 01/28/08, had an approximate value of $43.00 per share
If you have any questions or require any additional information, please do not hesitate
to contact me at (570) 568-6851.
Sincerely,
~~
Belinda M. Diefenbach
Vice President and Corporate Secretary
West Milton Office Lewisburg Office Mifflinburg Office
940 High Street 2005 Market Street 40 Hardees Drive
West Milton, PA 17886-0069 Lewisburg, PA 17837 Mifflinburg, PA 17844
570-568-6851 570-524-7800 570-966-2555
570-568-6501 Fax 570-524-7487 Fax 570-966-62Ei8 Fax
Watsontown Office
1025 Main Street
Watsontown, I'A 17777
570-538-3698
570-538-3798 Fax
Beaver Springs Office
19179 Route 522
Beaver Springs, PA 17812
570-658-7542
570-658-2458 Fax