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HomeMy WebLinkAbout08-25-08 15056041147 REV i ~OO EX {06-05) OFFICIAL USE ONLY PA Department of Revenue County Coce Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 2 1 0 8 0 7 0 4 Harrisburg, PA 17128-0601 ~' RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 174 OS 0120 05 25 2008 02 OS 1910 Decedent's Last Name Suffix Decedent's First Name MI NICKEY GAYLE V (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name NII Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW IX 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate n 4a. future interest Compromise n 5. Federal Estate Tax Return Required ~y ~ g Decedent Died Testate ~~~~ ~ Decedent Maintained a Living Trust 8. Total Number of Safe De o5it Boxes ~ "` (Attach Copy of Will) (Attach Copy of Trust) P 9. Litigation Proceeds Received II~~ 1p. Spousal Poverty Credit (date of death C 11, Election to tax under Sec. 9113(A) u between 12-31- 1 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 JAMES D. HUGHES ESQ. '717 249 6333 Firm Na If A I' bl me ( pp Ica e) SALZMANN HUGHES PC . First line of address 354 ALEXANDER SPRING ROAD, Second line of address City or Post Office CARLISLE State ZIP Code PA 17015 Correspondent's a-mail address: REGISTER j1F WILLS US£_flNLY c_ ~ -: ~ -~, ~.._- - _ C: -- f.~~ - _ ~.., DAT~ILED '~.' G.. 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 May N. Seibert ADDRESS Carlisle, PA 17013 ER THAN REPRESENTATIVE James D. Hughes Esq. 354 xander Spring Road, Suite 1, Carlisle, PA 17015 Side 1 15056041147 15056041147 __ REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-0704 i7ECEDEiVT'S NAME Gayle V Nicicey STREET ADDRESS -- 914 West North Street CITY STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit g. Prior Payments C. Discount (1) 4,651.64 232.58 Total Credits (A + B + C) (2) 232.58 3. Interest/Penalty if applicable _ p. Interest E. Penalty Total InteresdPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund - 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 4, 419.0 6 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 4, 419 . U ~ 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 :................................................................................. j ~ ~ J b. retain the right to designate who sha!! use the property transferred or its income :.................................... r~ ! x I__J -.J i--~ ; __ c. retain a reversionary interest; or .................................................................................................................. ~ ~.J d. receive the promise for life of either payments, benefits or care? .............................................................. l J ~~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ~~~~ receiving adequate consideration? ....................................................................................................................... ~^J C 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~ _'~ x~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~ 1 contains a beneficiary designation? ...................................................................................................................... '~ r_~ r_~ _ 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 befcre 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)]. 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. } 15056042148 REV-1500 EX Decedents Name: Gay ! e V N i C k e y Decedent's Social Security Number 17 4 0 5 0 12 0 RECAPITULATION 1. Real Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedule B) .............................................................................. . 2. 1 0 3, 0 3 5. 6 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... . 3. 4. Mortgages & Notes Receivable (Schedule D) ......................................................... . 4. 5• Cash, Bank De osits & Miscellaneous Personal Pro e p p dY (Schedule E) ............... . 5. 5 0 . 1 2 6. Jointly Owned Property (Schedule F) j~l Separate Billing Requested ............ . 6. 2 5 , 1 9 8 . 3 5 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~' Separate Billing Requested ............ . 7. 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g. 1 2 8 , 2 8 4 « 12 9. Funeral Expenses & Administrative Costs (Schedule H) ........................................ . 9. 1 4 , 5 6 3 » 5 2 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 1 0 , 3 5 0 « 8 5 11. Total Deductions (total Lines 9 & 10) ..................................................................... . 11 • 2 4 , 914 « 3 7 12• Net Value of Estate (Line 8 minus Line 11) ............................................................ . 12, 1 O 3 , 3 6 9 « 7 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. 1 0 3 , 3 6 9 « 7 5 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable , at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 1 0 3, 3 6 9. 7 5 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 1 S. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ................................................... ................................................................. . 19. 20. FILL IN THE OVAL iF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15056042148 0.00 4,651.64 0.00 0.00 4,651.64 15056042148 Rev-1503 EX+ (6-98) ~. scHE~uLe s STOCKS 8~ BONDS COMMONWEALTH OF ?ENNSYLVANIA INHERITANCE TAX RETURN RESICENT OECEOENT ESTATE OF FILE NUMBER Niclcey, Gayle V 21-08-0704 All property jointlyowned with right of survivorship must be disclosed an Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 M&T Investment Group -Account #AZD616662 103,035.65 TOTAL (Also enter on Line 2, Recapitulation) 103,035.65 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-7508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT CECECENT ESTATE OF (FILE NUMBER Niclcey, Gayle V 21-08-0704 Include the proceeds of litigation and the date the proceeds were received by the astate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98i ~ J~~ COMMONWEALTH OF ~ENNSVI_VANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDi~LE F JOINTLY-OWNED PROPERTY 'ESTATE OF FILE NUMBER Hickey, Gayle V 21-08-0704 If an asset was made toint ~Nithin 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. May N. Seibert 240 Harvest Drive Carlisle, PA 17013 Child $. Lee A. Hickey 5616 Hensel Woods Columbus, OH 43230 Child Rd C. JOINTLY 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 1 211 11 9 7 6 M&T Bank -checking account 4,932.00 50.000% 2,466.00 2 A 10/3/1999 Sovereign Bank -Money Market Savings 14,981.04 50.000% 7,490.52 3 B 2/6/1998 Sovereign .Bank - CD 15,231.38 50.000% 7,615.69 4 A 11/24/1998 Sovereign Bank - CD 15,252.28 50.000% 7,626.14 TOTAL (Also enter on Line 6, Recapitulation) I 25„198.35 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (F2ev. 6-98) REV-1151 EX+ (12-99) COMMONWEALTH Of ?ENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT scHFCU~E x FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Nickey, Gayle V 21-08-0704 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees SALZMANN HUGHES PC ' 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 2, 986.94 5;,150.00 5,.900.00 4. Probate Fees 252.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 274.58 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,563.52 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) ~. SCHEDULE H-A .~ FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INRERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF IF1LE NUMBER Nicicey, Gayle V 21-08-0704 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (F2ev. 6-98) Rev-1502 EX+ (6-98) ~, COMMONWEALTH CF aENNSYVJANIA INHERI?ANCE TA;( RETURN RESICENT DECEDENT SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued ESTATE OF IF1LE NUMSER Nickey, Gayle V 21-08-0704 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (f2ev. 6-98) Rev-1512 eX+ (6-98) scHS~u~E ~ _ ~~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS CCMMGNWEALTH nc PENNSYI_`/ANIA INHERITANCE',4X RETURN RESICENT CECECENT ESTATE OF FILE NUMBER Nickey, Gayle V 21-08-0704 Include unreimbursed medical expenses. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (I~ev. 6-98) REV-1513 EX+ (9-00) -~ `" SCNEt~i)LE J CCMh10NWEALTH CF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX PETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Nickey, Gayle V 21-08-0704 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY (Words) ($$$) Oo Not List Trustee(s) ~~ TAX,48LE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)j 1 Lee A. Nickey Son one-half 5616 Hensel Woods Road Gahanna, OH 43230 2 May N. Seibert Daughter one-half 240 Harvest Drive Carlisle, PA 17013 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cover sheet I~- NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIt~UTIONS UNDER SECTION 9113 FOR WHICH AN 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 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Ftev. 6-98) of GAYLE V. NICXEY I, GAYLE V. NICKEY, of the Borough of Carlisle, Cumberlar>d County, Pennsylvania, being of sound and disposing mind, memoz-y and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void al.l previous Wills-and Codicils heretofore made by me.. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses 1 involved or connected with the administration of my estate a.s i 1 - i soon after my death as is reasonably possible. However; my personal• representative need not accelerate and .pay those { unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as i { they become due and payable. If I d riot ., :.n a burial plot or a grave marker at the time of my death, I authorize my personal representative, in his, her or its sole discretion, to purchase a `~'y burial plot and to erect a suitable grave marker at my grave, and ~`•~ i ~` to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate, together with i all insurance proceeds thereon, of whatsoever nature and ,. -, _, ' ~ GRIF'F1E & ASSOCIATES ..`- - ~~+ ATTORNEYS-AT-LA~V 1 200 NORTH HANOVER STREET S CAF2LISLE, PENNSYLVANIA~~~S~ ~ ~.iA3~4BEF-t-:~BI.iRG PENNSYLVANIA LAST WILL A~TD TESTA~'~IENT OF GAYLE ~i . HICKEY ~vh eresce-~~er situate in equal sha.~-es to my children LEE A. NICK~;Y and MA'~ A. SEIBERT who survive me by sixty (60) daas. It is further my desire that my personal representative, after consultation with any heir or heirs of mine Taho survive me, and in his, her or its own discretion, choose such articles from my tangible personal property (exclusive of cash, stoc:n certificates, bonds, and all other tangible evidences of intangible personal property) as he, she or it believes will be useful to such heir or heirs or desirable for him or her or then: to have, either from a sentimental point of view or otherwise, and to deliver such articles to such heir or heirs or among suc;h heirs in equal or unequal shares as determined by the further exercise of his, her or its discretion, provided no other heir objects to the distribution. All tangible personal property not so distributed is to be sold, either publicly or privately, by my personal representative, adding the proceeds of such sale or sales to my residuary estate and to be disposed of in equal ', shares among my surviving heirs after payment of my estate debts, taking into account the tangible personal property otherwise provided to them. THIRD ~,~`" Should either of my aforenamed children predecease me or die `~ ~on or before the sixtieth (60th) day following my death, then I give, devise and bequeath that deceased child's share of my estate which he or she would otherwise have received in equ~~l shares as follows: GRIFFIE & ASSOCIATES ATTORNEYS-AT-LAW 200 NORTH HANOVER STREET i CARLISLE, PENNSYLVANIA 17073 FADE 2 OF 7 LAST ~~7iLL A:TE TESTA~tiIF,NT CF GAYLE V. NiCKE`_' {A) 50 ~ divided equally amo;,:g mj~ deceased child's issues; and (B) 50~ divided equally among my deceased child's spcuse; FCURTH Any devise or distribution under this Last tidill and Testament which is payable to any beneficiary who may be under 18 years of age or, in the judgment of my personal. representative, mentally disabled, shall be held in a separate trust by my personal representative as trustee until such beneficiary reaches 21 years of age or during such period of disability. In the case of a beneficiary under 18 years of agE~, the Trustee may distribute up to one-half (1/2) of the then remaining principal and accumulated income on the request of the said .beneficiary, at or after attaining 20 years of age; and up to the entire remaining balance of principal and accumulated interest at or after attaining 21 years of `age. During the term of any trust created pursuant to this Paragraph, the Trustee .Ls, authorized to expend and apply so muci~ of the net inco~,~e and principal of each such trust as the Trustee shall consider Y advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of ear_h - such beneficiary until he or she attains 21 years years of age, or until all such amounts are paid out of trust. I direct th<~t ,. no Guardian shall be required to give or post bond for the i__ faithful performance of the Guardian's duties in this or any j GRIFFIE & ASSOCIATES ATTORNEYS-AT-LAW 200 NORTH HANOVER STREE'[ CARLISLE, PENNSYLVANIA 17073 PAGE 3 OF 7 LAST WILT, A~7D TESTr~yIENT OF GAyLE ~I. NIC;~EV otizer jurisdiction. FIFTH I grant my personal representative the following powe_s in addition to and not in limita~ion of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided suc;h property remains productive. (b) To .join in any corporation, partnership;, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including. but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or.lea~>e on any terms any real estate held or o~~;ned by my estate. (d) To operate an_y business that I may own at my death. (e) To invest any funds of my esta~e in any stocks, bond~~, notes or other securities or property, real or personal, without regard to the principle cif diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my personal representative the ,. GRIF~'IE & ASSOCIATES ATTORNEYS-AT-LAW 2rJ0 NORTH HANOVER STREET CARLISLE. PENNSYLWANIA 77013 PAGE 4 OF 7 LAST WTLL Ai`iD TESTr~`~IEiiT OE GA~iLE V. Ti1CriLY' .~ a } .. ;~ 4 broadest in vestment pcTaers possible, prcvid i nc; suc:n investments do not ur.:~ecessarily prevent the prcmpt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or .the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon ar~y divisicn or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. GRIFFIE & ASSOCIATES ATTORNEYS-AT- LA`N 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 170'73 PAGE 5 OF' 7 LAjT LvILT_, AND TESTr'~tiIEN'y'' OE G?YLE V. HICKEY (k) In general, to exercise a=i pcwers in the maragemer.t cf i my estate whicr. any individual could exercise ir. the management of similar property owned in~his cwn right, ,' upon such terms and canditions as to him, her or it ~, i may seem best and to execute and deliver all instruments and to do all acts which he, she or it i deems necessary or proper to carry out the purposes of i this, my Last Will and Testament. SIXTH 'i No interest of any beneficiary of my estate, either in j income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to .charge, or encumber his interest either in income or principal, ror shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. SEVENTH r' nominate, constitute and appoint my daughter, MAY, as { r Executor of this my Last L3ili a;~,:~ Testament. In the event my ~, 9' daughter is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute j and appoint my son-in-law, CHARLEo^ as personal representative of this my Last Will and Testament. I direct that my personal i representative shall not be required to give or post band for the is faithful performance of his, her or its duties in this or any t GRIFr IE & ASSOCIATES ATTORNEYS-AT• LAW ~ 200 NORTH HANOVER STREET CAP.LISL~~~~JTM~Y~.~+A7~IA 7?073 LAST WILL AND TESTA.~ENT OF GAYLL V. VIC:~EY other jurisdiction. IN TAIT.TESS T~~iERLOF, I ha'~er~e~eunto set :ny hand to this my ,' .'_, Last Wili and Testament this day. o~ ~' ,° ' 19 91 . WITNESS: -- I ~.. - _ ~~ GAYLE. V. NICKEY a_ ~ ~, ~ /~ ,, ~ ~ i GRIFFIE & ASSOCIATES ATTORNEYS-AT- LA W 200 NORTH HANOVER STREET CARLISLE. PENNSYLVANIA ]70]3 PAGE 7 OF 7 LAST WILL, AND TEST'~~`jIENT OF G~YLE V. MICKEY ACK3~iOWI~EDG?iE~iT COMl~?ONWEALT?~ OF PENNSYLVA`iIA . SS. COUNTY OF CUMBERLAND I, G~YLE V. NICKEY, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signeu' and executed the instrument as my Last Will and Testament; that I signed it willingly; and that -f signed it as my free anal voluntary act for the purposes therein expressed. GAYLE~V. NICKEY Sworn or affirmed and acknowledged before me by GAYLE V. i'rq. NICKEY the Testatrix this day of j _A._ ~~~ i , r,_ ~; °~ i 1991 . ;, r , t ~ ~ h ,t ~,. r /1 a~ _~_ Rcr:~n J. (:ash.::: ,, ; ~-:Marv 3't~tdic GRIFFIE & ASSOCIATES ATTORNEYS-AT-LAW 200 NORTH HANOVER STREET CARLISLE. PENNSYLVANIA 770T3 7..,AST WILI, A~iD TESTAl`~ENT Or GAYLE V. MICKEY AFFI1/~,VZT CON~ONWE~LTH OF PENP1SYi,ZIA~IIA . SS. CCUNTY OF CUMBERLAND .... °.. P WE , ~ + ,_ -- `.~ - and , ' .._ - . -- ,_ ~: th<~ witnesses whose names are-attached to tree foregoing documer_t, being duly qualified according to law, do depose and say that w~a were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed. willingly and that she executed it as her free and voluntary act for the purposes therein'. expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that ~to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. .._,_ .._.._ __ l 'y,' J ~ ~ ~ ~~~ rC"~"' C v Sworn or affirmed and subscribed before me by ~~ ? ' ,~ and ~~~,~, l this ' r,~ day of ~~ ,_1~r :,;.~ ..~ ~ 1991 . - Nctaria( Sea( ~ ~ ~ t i;c~in J. Gasr~m, ~iolary PtiE7~ fi-,~,1 •, ' Cry-' i-~ r nro, C' ^lt~r?2.~d County "J -`~ A; .. .;..V.i.,;icfi`~;.~r~3?aril 17, 1995 GRIFFIE & ASSt~CIATES ATTORNEYS-AT-LAW 200 NORTH HANOVER STREET CARLISLE, PENNSYLVANIA 17013 j ~~~. Court Ordered Processing \ Decedents - 1~4A1-NIBS-02-10 - P. O. Box ~4100~ -Boston, NIA 02284 July 10, 2008 James DHughes -- Salzmann Hughes, P.C. 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 RE: Estate of Gayle V Nickey Date of Death: 05/25/2008 Dear James D Hughes: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, r, ._. f--.~ .. ,., , ~: y ~ c.....% Donna Penfa~, Lead Specialist 617-533-1789 Sovereign Bank ESTATE OF Gayle V Nickey SOCIAL SECURITY #: 5/25/2008 DATE OF DEATII: 174-OS-0120 Account #: 1671015045 Type Money Market Savings Open date: 10/3/1999 In the name of: Gayle V Nickey or May N Seiberts Date of Death Balance: $14,981.04 _ Int.(YTD) from 1/1/2008 to 4/30/2008 $166.78 _ Accrued interest to date of death: $20.77 Other Info: Account #: 1671076443 Type: .Premier Checking Open date 3/1/2006 _ In the name of: Gayle V Nicky or May N Seibert _ Date of Death Balance: $50.12 _ Int.(YTD) from 1/1/2008 to 5/25/2008 $0.02 _ Accrued interest to date of death: $0.00 Other Info: Account #: 1675202558 Type: CD Open date: 2/6/1998 _ In the name of: Gayle N Nickey or Lee ANickey - _ Balance due on death $15,000.00 _ Int.(YTD) from 1/1/2008 to 4/30/2008 $231.38 Accrued interest to date of death: $36.65 Other Info: Closed 5/29/08 Account #: 1675206633 Type: CD Open date: 11/28/1994 In the name of: Gayle N Nickey or May N Seibert _ Date of Death Balance: $ i 5,000.00 _ Int.(YTD) from 1/1/2008 to 4/30/2008 $252.28 Accrued interest to date of death: $56.35 Other Info: Page 1 of 1 © M&T Bank d99 Nfitchell Road. Millsboro. DE 19966 Mail Code DE-MB-12 Salzmann Hughes PC Attorneys At Law 354 Alexander Spring Road, Suite 1 Carlisle, Pennsylvania 17015 Re: Estate of Gable V Nickey Social Security: 17=1-0~-0120 Date of Death: May 25, 2008 Phone (8S3) i0?-43~t9 Fax (302) 93a-29~~ June 23. ?008 Dear Sir or Madam: Per your inquiry dated June 12, ?008, please.be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Accozmt Nzrmber Ox~nership Names of} Opening Date Balance on Date of Dealh Accrued Interest Total Checking Account ~3?~-13 Gavle V Nickey IV1crv N Seibert . 12/01/76 S-l, 932.00 _~ 0.00 • S4, 932.00 Please be advised, there was no safe deposit boY found for the above decedent. 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 Office # 717-240-4536. Sincerely, `' ~ Nancy Clagett Records Management ~'~ I~~7~s~rr~~e~~ ~~~~~ M&T Securities, Inc. 285 Delaware Avenue, Suite 200G, Buffalo, NY 14202-1885 July 14, 2008 Salzmann Hughes PC Attorneys at Law 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 Date of death valuation For the account of Gayle V Nickey Account # AZD616662 Date of death 5/25/08 Valuation done 5/23/08-5/25/08 was a weekend Description of Security Quantity Valuation Date 5/23/08 Price per share / Mutual Funds - NAV Stocks -Closing rice AT&T Inc 841 $38.53 M&T Bank Corp 222 $88.36 PPL Corp 400 $49.84 Pepco Holdings Inc 472 $26.80 Sprint Nextel Corp 500 $8.68 Verizon Communications 380 $37.08 The client also has an M&T Bank checking account # 537543. The balance was $4932.00 on May 25, 2008. We have received the information presented above from sources, which we believe to be accurate. However, we do not guarantee their accuracy. The price per share on valuation date is the dosing price on that date. Please contact Client Solutior_s with any further questions, or if we may be of further assistance to you at 1-800-724-7788, Option #1. Thank you. Sincerely, ~/ ~ '~%~ Robin Brown M&T Securities, Inc. Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value M&T Investment Group`° is a service mark of M&T Bank Corporation and consists of M&T Securities, Inc., the investment-related areas of M&T Bank and investment advisory firms MTB Investment Advisors, Inc., and Zirkin-Cutler Investments, Inc. Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Ranl<. M&T Securities. Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies,. Insurance products may not be available in all slates.