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HomeMy WebLinkAbout10-22-08 E<~75pp EX ~ (8-00) COMMONWEALTH OF REV-150 0 PENNSYLVANIA • DEPARTMENT OF REVENUE INHERITANCE TAX RETURN DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) H ~Z HOOVER FRANCES D. ~ DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) V 03/26/2008 09/30/1905 W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) IO OFFICIAL USE ONLY FILE NUMBER 2 1 -0 8 0 4 SOCIAL SECURITY NUMBER 1 7 4- 2 0- 9 6 4 8 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ ®1.Orlginal Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (dale of death pnorb 12.13-82) ~ d Y ~ ~ 4. Limited Estate ~ 4a. Future Interest Compromise (dace or dean aRer tz-~ z-e21 ~ 5. Federal Estate Tax Retum Required c=i d ©6. Decedent Died Testate (anach copy a wa1 ~ 7. Decedent Maintained a Living Trust (Anach copy o(Trust) _ 8. Total Number of Safe Deposit Boxes a ~ 9. Litigation Proceeds Received ~ 1 O. SpoUSal POVerty Credit (date of de~h between 12-31-91 and 1-i-95) ~ 11. Election to tax under Sec. 9113(A) (Aaach Sch o1 F W ,..._ -- NAME c STEPHEN L. BLOO ~ FIRM NAME (If Applicable) ~ IRWIN 8~ McKNIGH' p TELEPHONE NUMBER v ----. ,..- ---- COMPLETE MAILING ADDRESS 60 WEST POMFRET STREET CARLISLE Z O H g H a a V W OC Z O H a O xV Q H 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership orSole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (5) (Schedule E) 159.15 0.00 ~ ~r rC-~- -.~ L.~ , 512.31 - 179.7x. -; ~-%-"; -~ --~ 6. Jomtiy Owned Property (Schedule F) (6) - Separate Billing Requested , 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 65.174.70 O n --i N tV -~ sv <!1 car TO: ONLY f ,.. _-~ ~~ `i __, (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 1,144,025.86 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 46.218.21 10. Debts of Decedent, Mortgage liabilities, & Liens (Schedule I) (10) 5,268.68 11. Total Deductions (total Lines 9 & 10) (11) 51.486.89 12. Net Value of Estate (Line 8 minus Line 11) (1Y) 1,092,538.97 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 15,000.00 made (Schedule J) 14. Net Value Subject to Taz (Line 12 minus Line 13) (14) 1,077,538.97 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (x)(1.2) 0.00 X _ 16. Amount of Line 14 taxable at lineal rate 0.00 X _ 17. Amount of Line 14 taxable at sibling rate 0.00 X .12 18. Amount of Line 14 taxable at collateral rate 1,077, 538.97 X .15 19. Tax Due 167 (15) 0.00 (1s) 0.00 (17) 0.00 (18) 161,630.85 (19) 161,630.85 > > BE SURE TO AN5 ' R ALL QUESTIONS' fNl REVERSE' SIDE AND-RECHECK MATH =. < < ~ •uol;dope ~o poo!q ~(q }ay;oyM';uapaoap ay; y;!M uowwoo u!;ua}ed auo;sea!;e sey oyM lenp!nipu! ue se 'ZOl6 uogo\aS }spun 'paugap s! 6uggls y •[(£' l)(e)9l L6§ 'S'd ZLl %ZL s! s6ullgls S,;uapaoap ay; ~o asn ay; ~o{ }o o; s}a;sues;;o amen;au ay; uo pasodw! a;e} xe; ay1 '[(4)(e)9 ~ ~~fd ZYl (Z' l)9l 66§ 'S'd ZL u! pa;ou se;daoxa `%g•y s! saue!ogauaq !eau!! s,;uapaoap ay; ~o asn ay; ~o; ~o o; saa;sues;;o an!en;au ay; uo pasodw! a;e~ xe; ayl "`~~~ ~~- '[(Z' 6)(e)96 L6§ 'S'd zLl %0 s! pllyo ay;;o;ua}edda;s a ~o `;ua d nl; o e ue ';ua~ed lean;eu a }o asn ay; lo; ~o o; y;eap;e }a6uno,(~o a6e;o s}ea,(auo-~t;uany pl!yo paseaoap a wa; SJa;sues;;o an!en;au ay; uo pasodw! a;e~ xe; a41 ~OOOZ ' l ~(In[• ~a~e }o uo y;eap;o sa;ep }od . ~~ •tieloyauaq dluo ay; s! asnods 6u!n!nJns ay; ;! ~ana algeo!ldde !!!;s a}e wn;a} xe; a 6u!!!;pue s;asse }o a}nsoloslp }off s;uauaa}lnba~ do;n;e;say; pue 'xe; wa; asnods 6ulnltins a o; }a~sue}; e; wax~a;ou swop a;n;e;s ayl ~~ ~(!!) 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'paLa~sue~; ~~ado}d ay; ~o awoou! }o asn ay; ule;a} •e oN sa/~ :pue as;sues; a a~lew;uapaoap p!0 • ~ SN00~8 31b'I21d021ddd 3H1 NI ..X,. Nd JNIOb'ld ~l8 SNOI1S3ftb JNIMOllO~ 3Hl 213MSNd 3SH3ld 1N3Jb' `S771M ~0 t131SIJ321:o~ a~ge~fed ~loau~ aXeW 00"0 (95) '3f1Q 30N~d1V8 ay; s! slyl •yg + g au!-l;o le;o; ay; }a;u3 (yg} •anp xe; ay; uo;sa}a;ul ay; }a;u3 'y 00'0 (5) 69'05 9 (ti) 00'0 '3f1a Xt/1 ay; s! s!yl •aoua}a61P ay; }a;ua 'z aul~ uey; }a;eaa6 s! £ aul~ + ~ awl }! .q pun}a~ a ~sanba~ o; OZ aul~ 6 abed uo xoq ~aa40 1N3WAdd213A0 ay; s! s!yl •aoua}a}}lp ay; ~a;ua `E aul~ + ~ aul~ uey; }a;ea~6 s! Z aul~;! •ti (£) (3 + 0) ~;leuadnsa~alul lelol ~;leuad '3 ;sa}a;u! •Q algeo!ldde;! .t;leuadpsa}a;u! •g b5' 680 89 6 (Z) (~ + 9 + d) sl!pa~~ le;ol 58'0£9 L96 (L) b ;unoos!Q •~ 6 s;uaw~ted ~o!~d •g ;lpa}0 ~(~anod lesnodg •y s;uaw~ted~s;lpa}0 •Z (66 aul~ ~ abed) ana xel ~~ :s;Ipa~O pue s;uaua~(ed xel E6016 d1Z dd 3ivis 31S1~2Jd~ uia d`dO2~ WO11O81f1N1t1M Ztib ss3aaav 133a1s :ssa~ppbr a;alduaoO s,;uapa~aa REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER .HOOVER FRANCES D. 21 08 0441 All property jointly~owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. SERIES I SAVINGS BONDS -INVENTORY ATTACHED 109,972.00 2. VANGUARD GROUP - PA TAX-EXEMPT MONEY MARKET 100,187.15 FUND 8~ ACCOUNT NUMBER #0063-09857555343 3. SERIES HH SAVINGS BONDS - 112,000.00 TOTAL (Also enter on line 2, Recapitulation) I S 322,159.15 (If more space is needed, insert additional sheets of the same size) REV-1507 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF FILE NUMBER Nnnv1=R FRANCES D. 21 08 0441 All properly jointlyowned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PROMISSORY NOTE -BARBARA CRESKOFF, OBLIGOR 163,027.31 PRINCIPAL BALANCE 2. PROMISSORY NOTE -BARBARA CRESKOFF, OBLIGOR 4,485.00 INTEREST DUE AS OF DATE OF DEATH TOTAL (Also enter on line 4, Recapitulation) S 167,512.31 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Nnrnil=R FRANCES D. 21 08 0441 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 1. CLOISTER RELIEF ASSOCIATION 976.51 2. SUSQUEHANNA BANK, PA, FORMERLY COMMUNITY BANKS 69,468.39 CERTIFICATE OF DEPOSIT #4051000001446 DISCLAIMED BY WILMER D. MAXWELL 3. AMERICAN HOME BANK 52,427.75 CERTIFICATE OF DEPOSIT #0290003940 4. AMERICAN HOME BANK 50,151.96 CERTIFICATE OF DEPOSIT #0290004893 5. F&M TRUST 20,098.38 CERTIFICATE OF DEPOSIT #017-2967650 6. F&M TRUST 15,193.06 CERTIFICATE OF DEPOSIT #017-2984608 7. PNC BANK 15,113.60 CERTIFICATE OF DEPOSIT #31500212329 8. PNC BANK 10,592.20 CERTIFICATE OF DEPOSIT #31100306551 9. PNC BANK 32,197.21 CERTIFICATE OF DEPOSIT #31300313720 10. PNC BANK 18,931.66 CHECKING ACCOUNT #5140170194 11. M&T BANK 30,232.33 CERTIFICATE OF DEPOSIT #031003916163791 12. M&T BANK 51,917.13 CERTIFICATE OF DEPOSIT #031003914523989 13. M&T BANK 20,955.12 CERTIFICATE OF DEPOSIT #031003914541890 14. ORRSTOWN BANK 25,696.26 CERTIFICATE OF DEPOSIT #4000013388 15. ORRSTOWN BANK 40,087.43 CERTIFICATE OF DEPOSIT #4000013671 16. ORRSTOWN BANK 20,035.61 CERTIFICATE OF DEPOSIT #4000024344 DISCLAIMED BY WILMER D. MAXWELL TOTAL (Also enter on line 5, Recapitulation) S 589.179.70 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent 'HOOVER FRANCES Decedent's Name D. Page 1 21 08 0441 File Number Schedule E -Cash, Bank Deposits, 8~ Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. ORRSTOWN BANK 16,041.21 CERTIFICATE OF DEPOSIT #4000016755 18. FARMERS NATIONAL BANK 25,730.62 CERTIFICATE OF DEPOSIT #169064 DISCLAIMED BY WILMER D. MAXWELL 19. FARMERS NATIONAL BANK 34,503.03 CERTIFICATE OF DEPOSIT #169098 DISCLAIMED BY WILMER D. MAXWELL 20. WACHOVIA BANK, N.A. 15,453.56 CERTIFICATE OF DEPOSIT 21. WACHOVIA BANK, N.A. 23,376.68 CERTIFICATE OF DEPOSIT SUBTOTAL SCHEDULE E 115,105.10 GRAND TOTAL SCHEDULE E 3 589,179.70 RE~/-1510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 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, THEIR RELATIONSHIP TO DECEDENT AND THE DATEOFTRANSFERATTACHACOPYOFTHEDEEDFORREALESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION pFAPPLICASLEI TAXABLE VALUE 1, FSM TRUST 25,076.19 100. 25,076.19 CERTIFICATE OF DEPOSIT#017-2983078 BENEFICIARY: WILMER D. MAXWELL 2. F&M TRUST 40,098.51 100. 40,098.51 CERTIFICATE OF DEPOSIT #017-2983080 BENEFICIARY: WILMER D. MAXWELL TOTAL (Also enter on line 7 Recapitulation) ~ ~ 65,174.70 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF rll_t nuMestK unnvt=R FRANCES D. 21 08 0441 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. GRAVENOR HOME FOR FUNERALS, INC. 8,427.57 2. NEW CHRONICAL -OBITUARY 35.00 B. ADMINISTRATIVE COSTS: 1, Personal Representative's Commissions Name of Personal Representative (s) Soaal Security Number(s)IEIN Numberof Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2, AttomeyFees IRWIN 8c McKNIGHT 3, Family Exemption: (If decedents address is not the same as claimants, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees REGISTER OF WILLS 5 Accountants Fees 6. Tax Retum Prepan:r's Fees PATRICIA A. ROSENDALE, CPA 7. REGISTER OF WILLS -FILING FEES 8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 9. THE SENTINEL -ESTATE NOTICE 36,500.00 540.00 450.00 40.00 75.00 150.64 TOTAL (Also enter on line 9, Recapitulation) I S 46,218.21 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) scHEOV~E ~ COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Nnrni1=R FRANCES D. 21 08 0441 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. EMBARQ -TELEPHONE 73.42 2. CONTINUING CARE RX -MEDICAL 40.29 3. THORNWALD HOME -NURSING 4,714.02 4. MOBILE X-RAY IMAGING, INC. -MEDICAL 18.70 5. WEST SHORE EMS -AMBULANCE 6. PUBLIC SCHOOL EMPLOYEES' RETIREMENT SYSTEM (PSERS) -REIMBURSEMENT OF PENSION OVERPAYMENT 7. MOBILEX, USA -MEDICAL 154.10 224.54 43.61 TOTAL (Also enter on line 10, Recapitulation) I S (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (p.nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER 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 [indude outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. I. BARBARA CRESKOFF Collateral 506,182.13 401 BEVERLY BLVD. 1/2 REMAINDER UPPER DARBY, PA 19082 2. ROBERT G. MAXWELL Collateral 168,727.38 3 ORCHARD HILL DRIVE 1/3 OF 1/2 REMAINDER ORCHARD PARK, NY 14127 3. DAVID H. MAXWELL Collateral 168,727.38 100 EWE ROAD 1/3 OF 1/2 REMAINDER MECHANICSBURG, PA 17055 4. KATHLEEN MAXWELL-CLEWETT Collateral 168,727.38 8 CAVE HILL DRIVE 1/3 OF 1/2 REMAINDER CARLISLE, PA 17013 5. WILMER B. MAXWELL Collateral 65,174.70 117 SOUTH ORANGE STREET 2 CERTIFICATES - CARLISLE, PA 17013 F& M TRUST ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. LUTHERN CHURCH OF THE HOLY TRINITY OF EPHRATA 10,000.00 167 E. MAIN STREET EPHRATA, PA 17522 2. EPHRATA COMMUNITY HOSPITAL 5,000.00 169 MARTIN AVENUE EPHRATA, PA 17522 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S 15 000.00 (If more space is needed, insert additional sheets of the same size) ~u ~a c~~ ~_ ~.~ c-~ ~.~, _-;, ul. ~.,_ u.: a.~,~ ~.-~. } 1: r~ ~---- c~_ ~_> E~:` ; CY'~ ~-J Li.. C~ C3'-~~ ~__ CJ `;; ,. `!~-,_ ~ ~,. ~_ FRANCES D. HOOVER w~,: u d.. O _=-- C_~ I, FRANCES D. HOOVER, of The Woods, 824 Lisburn Road, Camp Hill, (''umberland County, Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person or persons whatever, do make, publish and declare this to be my Last Will and Testament hereby revoking all prior Wills and Codicils heretofore made by me: FIRST I direct that my funeral be conducted in accordance with the wishes I have made known to my Executor, hereinafter named. SECOND uw o~mces ot~ JACOBSEIV ~c MILKES ~' 52 EAST FQGH STREET CAR1dSlE, PA 17013-3085 ~, (717) 249-6427 I direct the payment of my debts and funeral expenses from my estate as soon after my death as conveniently may be done. I direct that my Executor shall pay all inheritance, estate, succession and legacy taxes to which my estate or the transfer of any property hereunder may be subject, and to charge such taxes as part of the expenses of administration, payable out of my estate. THIRD In memory of my husband, George A. Hoover and in memory of myself, I give a total of Ten Thousand ($10,000.00) Dollars to the Lutheran Church of the Holy Trinity of Ephrata. I make this gift for the Church to hold as its own endowment fund, with the interest to be used for special physical needs and for special new initiatives, but not for support of general day to day operations. In memory of my husband, I also give Five Thousand ($5,000.00) to the Ephrata Community Hospital. FOURTH I give, devise and bequeath the entire rest, residue and remainder of '~ t uw o1~1c>:s oP fACOBSEN ac M[I.KES 52 EAST' HIGH STREtT CARLISLE. PA 17013-3065 pn) za9-ean my estate, whether zeal, personal or otherwise, and wherever situated, which I may own or be entitled to at the time of my death, or in which I may have any interest whatsoever, vested or unvested, matured or not matured, including any property over which I may have a power of appointment, to the following: 1. One-half to my cousin, Wilmer B. Maxwell, of 117 South Orange Street, Carlisle, Pennsylvania; and if he is not living at the time of my death, to his wife, Betty F. Maxwell. Otherwise, this bequest is per stirpes; and 2. One-half to my cousin, I. Barbara Creskoff, 401 Beverly Boulevard, Upper Darby, Pennsylvania; and if she is not living at the time of my death, one-half of this distribution I give to the Lutheran Church of the Holy Trinity of Ephrata and one-half to the Big Spring Presbyterian Church of Newville, Pennsylvania. The distributions to the Church of the Holy Trinity of Ephrata and to the Big Spring Presbyterian Church of Newville I give for each to Q uw oP~c>:s oP fACOBSEN & A~IILI~S 52 EAST HIGH STREET CARLISLE. PA 17013-3085 (717) 249-6427 hold as its own endowment fund, with the interest to be used for special physical needs and for special new initiatives, but not for support of general day to day operations. FIFTH I hereby nominate, constitute and appoint my cousin, WILMER B. 1VZA,XWELL, Executor of this my Last Will and Testament, to serve without bond or security of any type for any purpose whatsoever, and I hereby authorize, empower and direct him to sell and convey, by good and sufficient Z deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in his judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefore, as effectively as I could do if I were personally present. My Executor shall have all of the power and authority granted a WSV OFFICES OF fACOBSEN & MILSES 52 EAST HIGH STREET' CARLISLE, PA 17013-3085 (717) 249-6427 personal representative under presently existing Pennsylvania statutes, and such additional powers and authorities as may be granted under Pennsylvania statutes existing at the time of my death. I authorize my Executor to pay such debts, funeral expenses, administration expenses, and taxes that may be chargeable against my estate from my estate prior to any distribution. In addition, my Executor is authorized to make any election permitted by any tax law and no adjustment of any kind shall be made between or among beneficiaries because of the exercise of any of the powers of this Article. I direct that my estate be settled without the intervention of any court, except to the extent required by law; and that my Executor shall settle my estate in such manner as shall seem best and most convenient to him, and I empower the same to mortgage, lease, sell, exchange and convey the real and personal property of my estate, without an order of court for that purpose, Q and without notice, approval or confirmation, and in all other respects to administer and settle my estate without the intervention of any court. My Executor shall be entitled to take reasonable and just compensation for his time and expense incurred in the execution of my Will. In the event that WILMER B. IvZA,XWELL is unable or unwilling to serve, then I nominate and appoint KATHLEEN 1~ZAXWELL-CLEWETT, to so serve, and to serve without bond, and grant to her all the powers and authority that I have herein granted to my first named Executor. SIXTH If a court of competent jurisdiction rules invalid or unenforceable any uw oP»cFS of fACOBSEN & M[LKES 52 EAST HIGH S'CREET CARLISLE. PA 17013-3085 (717) 249-6427 of the provisions in this Will, each such provision shall be disregarded, but the remainder of this instrument shall be given full force and effect. All questions pertaining to the interpretation, construction and administration of this instrument shall be determined in accordance with the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I have hereunto set my hand and Seal to this, my Last Will and Testament, consisting of viz- typewritten pages, the first of which bear my signature in the margin for the purpose of -~ identification, this ~ day of ~ , 1999. ! "t~ Y RANGES D. HOOVER S SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testatrix, as and for her Will, 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 witnesses in attestation thereof. ~ residing at ~ residing at ~ R ~ 7 -~- T STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS: I, FRANCES D. HOOVER, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein ,expressed. FRANCES D. HOOVER We, having been duly qualified according to law, depose and say that LAW OFFICE4 OF fACOBSEN do 14IILKES 52 EAST HIGN SPRFET CARLISLE. PA 17013-3085 (717) u~~z7 we were present and saw FRANCES D. HOOVER, sign the foregoing instrument as her Will; that she signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the Will as witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of sound mind and uw oFr7cFS oP ACOBSEN & MI1-KES 52 EAST HIGH STREET CARLISLE. PA 17013-3085 (717) 249-6427 under no constraint or undue influence. Witness: ~~ 7 Witness: Subscribed, sworn to or affirmed, and acknowledged before me by the above named Testatrix and by the witnesses whose names appear opp~~~onOeC_ ~ _~,,.1~9. 07'AR,Y PUg'i.I C wor~auu. s~+u. sAWEL w. Mtt~x~s, Ko 1 aRY rla9u~ CA~LNLE eoRO, cu~rs,r~u:NO co., ~~- IIr001MMSSION SPIRES JULY 27, 2000 7 ~M~ ~e,~_.,- -- i ~_. ~~i .t ~~~' .rte' C~. ~Oa~ AFR 18 A?~ I I ~ 23 CODICIL %,~ Erj;t G~ ,.,,. ("tf~l i;~ ~'r~l '~,iJ;.~rIT ~, I, FRANCES D. HOOVER, of Carlisle Borough, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declaze this to be a Codicil to my Last Will and Testament dated December 6, 1999. 1. I hereby delete the existing subparagraph 1. from pazagraph FOURTH of my aforesaid Last Will and Testament and replace same with a new subpazagraph I ., as follows: "One-half unto the following three children of my cousin, Wilmer B. Maxwell, in equal shazes, with substitution of issue per stirpes: ROBERT G. MAXWELL, DAVID H. MAXWELL and KATHLEEN MA~~WELL; and" 2. In all other respects, I hereby ratify and affirm my aforesaid Last Will and Testament dated December 6, 1999. IN WITNESS WHEREOF I have hereunto set my hand and seal this 25'~ day of October, 2007. ~~-,1-~~ ,U ~~,.~ (SEAL) Frances D. Hoover SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for a Codicil to her Last Will and Testament dated December 6, 1999, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. v1~ ~ .~ r- Page 1 of 2 Pages COMMONWEALTH OF PENNSYLVANIA . SS. COUNTY OF CUMBERLAND ) I, FRANCES D. HOOVER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will and Testament dated December 6,1999; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~u. ~rni ~~ ~Z--r-ti-r.~.i Frances D. Hoover Sworn or affirmed to and acknowledged b me by FRANCES D. HOOVER, the Testatrix, this 25~' day of October, 2007. ~~_ ~-, . Not Public . ~ ~~snvnr~w COMMONWEALTH OF PENNSYLVANIA ) tip,„ ~~,~ S S. CAN earo, Anibatord Covigr COUNTY OF CUMBERLAND ) MCI Oorrnislon E~pk~s Sept 18, 2011 . M~mb~r, P~nrgylvai~ Assod~Gon of NotMos We, ~~ iJ~) ~. .~~.U r~ rn and ~ ~'r i ~~~ a- ~yG~ n g s the witnesses wh a names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw FRANCES D. HOOVER, the Testatrix, sign and execute the instrument as a Codicil to her Last Will and Testament dated December 6, 1999; that the Testatrix signed willingly and that the Testatrix 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 Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no c str ' undue influence. Address (, ~ L.,. ~o,.,ti~:.r ~-„~~ r Addr ss ~. ' v ~ Sworn or affirmed to and subscribed before me this 2007. G:1SBloom~Office -Estate PlanningU-Ioover, Frances~cod.l.doc t;arAsle eo% Q Lbtrky ~ Non Eames Sept 18, 2011 Page 2 of 2 Pages .___.____ ' ..,"..'...,"' ""°°"a°" a Notana IN RE: ESTATE OF IN THE COURT OF COMMON PLEAS OF FRANCES D. HOOVER, :CUMBERLAND COUNTY, PENNSYLVANIA deceased, late of Carlisle Borough :ORPHANS' COURT DIVISION n, N0.21-08-0441 c o ~= .~,,, ~., ~ __ ~ ~; _.._. ±~~`~ CLAIMER OF INTEREST IN PROPERTY AND ESTATES ;.,, IN ACCORDANCE WITH 20 Pa. C.S.A. §6201 et. seq: ~-' c~ 1. Frances D. Hoover ("Decedent") died on March 26, 2008', survived by Wilmer B. Maxwell (a/k/a Wilmer Maxwell), an adult individual residing at 117 S. Orange Street, Carlisle, Pennsylvania. 2. Letters Testamentary on Decedent's estate were granted by the Register of Wills of Cumberland County on April 18, 2008, at Docket No. 2008-00441, to Kathleen Maxwell-Clewett, who duly qualified as Executrix thereof. 3. At the time of her death, Decedent was owner of certain accounts of which the aforesaid Wilmer B. Maxwell (a/k/a Wilmer Maxwell) was the sole designated beneficiary, to wit: (a) Orrstown Bank, Certificate of Deposit Number 4000013671; (b) Orrstown Bank, Certificate of Deposit Number 4000024344; (c) Community Banks, Certificate of Deposit (Time Deposit) Number 405100001446; (d) Farmers National Bank of Newville, Certificate of Deposit Number 1690640; and (e) Farmers National Bank of Newville, Certificate of Deposit Number 169098. ` 4. The laws of the Commonwealth of Pennsylvania provide that to the extent the sole beneficiary of such accounts disclaims his interest therein, said accounts become part of the Decedent's estate. 5. Wilmer B. Maxwell (a!k/a Wilmer Maxwell), not having accepted said accounts nor any of their benefits, and with no consideration, desires to make an irrevocable and unqualified disclaimer of his entire interest as a beneficiary thereof. 6. Therefore, intending to be legally bound hereby, I, Wilmer B. Maxwell (a/k/a Wilmer Maxwell), the undersigned, do hereby disclaim all of my interest as the sole beneficiary of the respective accounts referenced hereinabove to which I am entitled under. their terms and the laws of the Commonwealth of Pennsylvania. It is my intent in filing. this disclaimer that all interests in the aforesaid accounts that I would otherwise receive as a result of the death of Decedent shall fall into the Decedent's estate and pass accordingly by the terms of her Last Will and Testament and Codicil thereto. I have hereunto set my hand and seal this 1~~~ day of July, 2008. Witness: ,~- ~.e,~,~,,, b ~l Wilmer B. Maxwell (a/k/a Wilmer Maxwell) [SEAL] COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF CUMBERLAND ) On the /$~l~ day of July, 2008, before me, a Notary Public, personally appeared STEPHEN L. BLOOM, known to me to be a member of the Bar of the highest Court of said State and a subscribing witness to the within Disclaimer of Interest, and certified that he was personally present when WILMER B. MAXWELL (a/k/a WILMER MAXWELL), whose name is subscribed to the within instrument, executed the same, and that he acknowledged that he executed the same for the purposes therein contained. WITNESS my hand and notarial seal. N tary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Karen S. Noel. N.ir~ry "•.ihlic Carlisle Bore, Cur! mbaria~xi County t1Ay Commisskx- E~ires Uoc. 8, 2011 Member, Pennsylvania Assoclatlon of trofsrles G:\SBloom\IM-General Documents 2008\hoover.disclaimer.doc IN RE: ESTATE OF FRANCES D. HOOVER, deceased, late of Carlisle Borough IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-08-0441 RECEIPT OF DISCLAIMER OF INTEREST IN PROPERTY AND ESTATE I, Kathleen Maxwell-Clewett, duly qualified as Executrix of the Estate of Frances D. Hoover, .(Letters Testamentary on said estate having been granted by the Register of Wills of Cumberland County on April 18, 2008, at Docket No. 2008-00441), do hereby acknowledge receipt of the Disclaimer of Interest in Property and Estate executed by Wilmer B. Maxwell (a/k/a Wilmer Maxwell) on the date hereof. I have hereunto set my hand and seal this ~g~ day of July, 2008. Witness: ~~, ~~~~Z--. Kathleen Maxwell-Clewett [SEAL] COMMONWEALTH OF PENNSYLVANIA ) )ss. COUNTY OF CUA~IBERLAND ) On the /&'t~ day of July, 2008, before me, a Notary Public, personally appeared STEPHEN L. BLOOM, known to me to be a member of the Bar of the highest Court of said State and a subscribing witness to the within Disclaimer of Interest, and certified that he was personally present when KATHLEEN MAXWELL-CLEWETT, whose name is subscribed to the within instrument, executed the same, and that she acknowledged that she executed the same for the purposes therein contained. WITNESS my hand and notarial seal. , s ' otary Pub is G:\SBloom\IM-General Documents 2008\hoover.receipt.doc COMMONWEALTH OF PENNSYLVANM- Notarial Seal Karen S. Noel, Notary Nublic Carlisle; i3oro. (Z,rnberland County MY Commissbn E~ires Dec. 8, 2011 6lember, Pennsylvania Assoelstfon of NotaAes T O ,~ V/ VI ^~ O O ~~J '~ V U O'~ z w Z 0 w Q 0 4J L CL1 ~I O z a a ~, o o °o °o °0 0 0 0 ~ o0 00 00 00 00 ~t ~t ~t ~ O° N O° N ~ M ~ M ~ M ~ N ~ ~ ~ N 64 69 69 6R 69 br9 6/3 69 d r.+ CC a y +r FBI ~ ~' ~ ~ O l/') O In O V7 ~ lp V1 ~G N ~O ++ 0 0 0 0 0 0 0 0 ~ in O 00 O 00 O 00 Q 00 O 00 O '~ O ~ O '~T ~ -"~ O N O N N M N M N M N V'1 N N N l!') b9 b4 69 69 69 ER b4 69 O O O O O O O O ~ O O O O O O O O O O y -d O ffj O 69 O 6fj O b4 O 64 O 64 O 64 O 64 N ~, ~ '~ O ~ ~ ~"~ M M N N N O O O ~ M O M N M O M O M O O O O .+ v1 v1 ~' ~ d' N N N Gz, O O O O O ~--~ ~ ~--~ O y ~ }~ ~ 3.i ~ ~ A ~, O O ~ ~ ~ V ~ ~ ~, z 0 O o 0 O o 0 O o 0 O o 0 N o 0 O 0 0 O 0 0 O 0 a~ ~ L O ~ ~ W YLi/ L O +J ~ ~ ~ C H ~ ~ r~+ p H O O N N ~ o° ~ O~ 01 0 `~ ~ O ~ ~ A ~ v~ 0 ~ A H .~ C/1 o O ~ 0 _o 64 --i ~ o O i j 0 _o b9 --i 00 o O d 0 _o 69 ~ O o N ~ 0 _o Efj --i •-+ o O ~ 0 o_ bA --i N 0 O N 0 o_ 69 --~ O 0 O N 0 o_ b9 -~+ O~ 0 N N 0 o_ b9 --+ 00 S U }+ c H O o o o ~ ~ T,3 O m ~" as ~ N ~ °o ~ N ~ °o N ~ °o o N ~ °o ~ N ~ o° o ~' O ~ °o o M O .--~ °o o M O .--~ °o o 0 0 N t`~ O~ O ~--~ Ff3 O Q N t~ Q~ N (~9 O O GO O O 4 00 fA ~ ~ ~+ .~ ~ ~ ~ ~ ~ ~ ~ 'mod ~ «i ~ ~ .-+ O O ~ ~ .,~+ M `'C~+~~ di '~ '~ ~' 00 H ~ ~ ~ ~ ~ ' j H W ~ Z Z ~'' - Vanguard; August 20, 2008 KATHLEEN MAXWELL CLEWETT 8 CAVE HILL DR CARLISLE PA 17013 Estate of Frances D. Hoover Dear Ms. Maxwell-Clewett: P.O. Box 2600 Valley Forge, PA 19482-2600 www.vanguard.com We are responding to your request for a valuation of Frances D. Hoover's Vanguard account. First, please accept our condolences for your loss. We have enclosed an account value report as of March 26, 2008. If you have additional questions or need further assistance, please contact a member of our Transition Specialist Team at 1-888-237-9045. We are available Monday through Friday from 8 a.m. to 8 p.m., Eastern time. A transition specialist will be pleased to assist you. Sincerely, Deborah C. Ensign Registered Representative Enclosure(s): ** Frances D. Hoover -Account Va{ue Report 51046013 Wilmer B. Maxwell Atty-ln-Fact Frances 0. Hoover 117 S Orange St Carlisle. PA 17013-2711 ~. ~, Page > 1 of 1 +~'" Vanguard' Report #or 03/26/ZOOS Voyager Services: 800-284-7245 Total report value: S100,388.35 (Total report value inGudes any accrued dividends.) Frances D. Hoover, Wilmer B. Maxwell -Guardian Account Account value summary >.. : , .. Name ~ Fund 1~ Account Date `; ;Price Per f Accrued Number Opened ' Shares i Share ~ Value' ' .Dividends PA Tax-Exempt Money Mkt 0063-09857555343 03!14!1989 ' 100 187.150 51.00 5100,187 15 ~ 5201.20 Totals 5100,187.15 ' 5201.20 Dcesn't include accrued dividends. 0067802452 08/21/2008 11:15:24 MORTGAGE NOTE $163,027.31 October 4, 2007 FOR VALUE RECEIVED, BARBARA M. CRESKOFF, single woman, of 401 Beverly Boulevazd, Upper Dazby, Pennsylvania (hereinafter called "the Undersigned") promises to pay to the order of FRANCES D. HOOVER, single woman, c/o Col. Wilmer B. Maxwell at 117 South Orange Street, Carlisle, Pennsylvania, 17013, in lawful money of the United States of America, the sum of One Hundred Sixty Three Thousand Twenty Seven and 31/100 Dollars ($163,027.31) and any additional moneys loaned or advanced by any holder hereof as hereinafter provided, as follows: Balloon payment of principal and interest at the rate of 5% per annum shall be made at the time of closing of the sale of 401 Beverly Boulevazd, Upper Dazby, Pennsylvania 19082. Any balance of principal outstanding after one year of the date hereof shall become due and payable on said date; and in addition thereto, in the event any payment provided for herein shall become overdue, the Undersigned agrees to pay a late chazge in an amount not exceeding six per cent (6%) of any such overdue payment as compensation for the additional service resulting from the default; all payments to be made at 117 South Orange Street, Cazlisle, PA 17013 or elsewhere as shall be directed by any holder hereof. This Note shall evidence and the Mortgage given to secure its payment shall cover and be security for any future loans or advances that may be made to or on behalf of the Undersigned by any holder hereof at any time or times hereafter and intended by the Undersigned and the then holder to be so evidenced and secured, as well as any sums paid by any holder hereof pursuant to the terms of said Mortgage, and any such loans, advances or payments shall be added to and shall beaz interest at the same rate as the principal debt. In case default be made for the space of thirty (30) days in the payment of any installment of principal or interest, or in the performance by the Undersigned of any of the other obligations of this Note or said Mortgage, the entire unpaid balance of the principal debt, additional loans or advances and all other sums paid by any holder hereof to or on behalf of the Undersigned pursuant to the terms of this Note or said Mortgage, together with unpaid interest thereon, shall at the option of the holder and without notice become immediately due and payable, and one or more executions may forthwith issue on any judgments obtained by virtue hereof; and no failure on the part of any holder hereof to exercise any of the rights hereunder shall be deemed a waiver of any such rights or of any default hereunder. The Undersigned hereby empowers any attorney of any court of record within the United States of America or elsewhere to appear for the Undersigned and, with or without complaint filed, confess judgment, or a series of judgments, against the Undersigned in favor of any holder hereof, as of any term, for the unpaid balance of the principal debt, additional loans or advances and all other sums paid by the holder hereof to or on behalf of the Undersigned pursuant to the terms of this Note or said Mortgage, together with unpaid interest thereof, costs of suit and an attorney's commission for collection of five per cent (5%) of the total indebtedness of $200, whichever is the larger amount, on which judgment or judgments one or more execution may issue forthwith upon failure to comply with any of the terms and conditions of this Note or said Mortgage. The Undersigned hereby forever waives and releases all errors in said proceedings, waives stay of execution, the right of inquisition and extension of time of payment, agrees to condemnation of any property levied upon by virtue of any such execution, and waives all exemptions from levy and sale of any property that now is or hereafter maybe exempted bylaw. This obligation shall bind the Undersigned and the Undersigned's heirs, executors, administrators and assigns, and the benefit hereof shall inure to the payee hereof and its successors and assigns. If this Note is executed by more than one person, the undertakings and liability of each shall be joint and several. This Note is secured by a Mortgage of even date herewith upon real estate described therein. WITNESS the due execution hereof the day and year first above written. WITNESSED BY: ~/' .fiiA' cr~ 'uJ ~a'"'~'-""''`" ~t _ ~~" s I (SEAL) BARBARA M. CRESKOFF 1+1DOC81REAL ESTATEIBOND\CRESKOFF TO HOOVER 9-07 ~..:. • ~ -_...L.e1J ~~~~ ~ ~ ~ +^ ''.t.~ ~ ADaut ; Cl[~nt Portal ;~ 11ctFarum I Webadc ; tisfp Uugk I PkNTtC __._ -:_. __.._ !SlT:1T1Q09-.. 11:43 PGa nme oepostt>+uY~ aos~ooaot446 ~RAnrcr~s ~ ~ro~~ PREVIOUS < SlN1MIT > EXIT -:t SPECIAL MESSAGES.> __ Pege 2 Page 3 Page 4 Page 5 CUSTOMER ~ORMATN)N REVOCRBLF TOTTEN TRILBY l17 S OFRt~ ST Cf1RL.I5LE PR 17813 CIF number H331379 TaxlO number 174-20.9648 C1D type 10 9-11 MONTH X108,800 Account number 4106081446 Birth date 9/30/1985 Home phone (717) 249.2339 Business phone () - tiITEREST NIFORMATbt! Accrued interest 12t3.73 Interest rate 3.730000: APY 3.79'G Y 7-D Interest 930.79 Per diem 7,10206 Interest paymentfrequency 1 N Interestdisposidon Rdd to baterrce teen mon. ~ ®®~': ~; ~ ~tls ~,_ iii ~' ;,~; 1 __ ACCOUNT NiFORMATIOM Currerdbalance 69,687,86 Current cash value 69,139.?4 Original balance 66,000.00 Certificate number 081446 CJD term 11 M a 1Nattuiltr dale , _ Ted , lar<ui dam'" 2!28187 . . Hold amount .00 PenalHamount 643,85 Deposit AccountlType Date redeemetl 8100/08 Fee for earty W!D 25.00 PAYMENT INFOWdATkYN Last payment date 4/26/08 Next payment 5/26!08 .00 Value after next pmt .OB RENEMrAL INFORMATION Renewable Vea ' Last renewal date 1/26108 t.ast renewal balance 69,045.55 Melissa S. Kiner Susquehanna Financial Service Representative Susquehanna Bank PA 1196 Walnut Bottom Rd Carlisle, PA 17015 Tel 717.960.41 12 Melissa.Kiner~~susquehanna.net SBaII~ PC1 About i Client Portal '; tltrcForum i iYt:L«.Re :Help Orxk ; Ik>atrc _ +~ .~ ~ °' ~ ? Tlrne Deposit Inquiry for ~E~ANCES ~ HCIOV~R ~ . ®~' '' ~i ~_ef-'.~ _ ~ ~ :I: ~O6Tt1OO014#6 ~ +°. ~ ~~`~ ~ Ps~vwus < 5Q8MIr > exlT r.~ ~ r _ _ _ ~, . l SPECIAL MESSAGES. > ~..J~~ - ~ .G> "ui0 rtafgr: qg Gt th? Original balance 66,lj00.~ 1'TD interest 930.79 ,;~, r,N r,>t ~ ,r,o,,:,, Current balance 69,687.86 Next payment date tlonday, May 26 <<^008 nro,,u ;mx.:,r<;:,r;:,r~.f jL1EW IMAGE t~ PRINT IMAGE [~ ~ date;J:: t ~ ~ r :!.,, TR'ANSACTIOH SE T O tuna ^i•K i r ~<. s ~r~ r..d r r 'rn ~ca;l„ P~ted^ I ~rt 5oarce ^ Rate ^ i!C" ^ Amoorrt ^ Halsrlca ^ +xYa«r~d „ ar:a :c tr 1026A7 G 671 C B 275.76 68,192.91 t';r.n+rtl:c jc.cerercr:e r 1126A7 4 670 D I 286.12 68,192.91 t^ansv;-,rnr: 1126A7 G 671 C B 286,12 68,479.03 1226A77 G 670 D I 278.04 68,479.03 INaS^__9!sl.;~....'. t226A07 G 671 C 8 278.04 68,757.01 , 125416 G 3.730000 851 68,757.07 125A8 G 670 0 I 268.48 68,757.07 125108 G 671 C B 288.48 69,045.55 226be G 670 0 1 218.13 69,045.55 226A8 G 671 C B 218.13 6'3,263.68 326A8 G 670 D I 204.71 fi9,263.68 _ °;:3/16~A O ,''tGLl C. 9 ,, _ -: 20f.71 89,465.39 ., 425A8 4 870 D I 219.47 69,468.39 425A8 O 671 [' B 219.47 69,687.86 __ PREVN)US < SAT > EXIT t;f ~/ ~^ Ah - ' M.19G3,1W8 Jack H $fKC0aains, Ina. , ~~ x t e ~~ AMEWCAN HOME BANK, We help build your future.s^^ Kathleen Maxwell-Clewitt, Exec. 8 Cave Hill Dr Carlisle PA 17013 May 13, 2008 Re: Estate of Frances D. Hoover 0290003940 Dear Mrs. Maxwell-Clewitt, The records at American Home Bank indicate Mrs. Hoover had a Certificate at our branch opened on April 10, 2007 by her Power of Attorney Wilmer B Maxwell in her name only. The certificate was 0290003940 and had a balance of $52,308.08 as of the date'of her death on March 25, 2008. There was an additional $119.67 accrued. Mr. Maxwell also opened a 6month CD in the name of Frances D. Hoover on February 27, 2008. The certificate number was 0290004893 and had a $50,000 balance and accrued interest in the amount of $151.96 as of her date of death March 26, 2008. Very y yours, (" ^ ,. aul J. Sli Assistant anager Carlisle Office 417 Village Drive /Carlisle, PA 17013-6929 a Phone 71 72 1 8-663 5 • www.bankahb.com May 23, 2008 Kathleen Maxwell-Clewett Exec. 8 Cave Hill Dr Carlisle, PA 17013 RE: Frances D Hoover To Whom It May Concern: In reference to the above customer, our records show the enclosed information to be accurate as of today's date. The Certificates of Deposit are all currently open. If I may be of any further assistance, please contact me. Sincerely, Tricia Ganoe Deposit Operations Manager 717-261-3624 .717-264-6116 888-264-6116 P.O. Box 6010 Chambersburg, PA 17201-6010 FtNA.N,CI'AL $O..L:U`TIONS..-. FROM PEQPLE Y.OU KMf1w, ' ~ ~' ~ ~ z ~ ~, ~ ~ ~ ~ m w m c~i m m m m m O O O O n V V V V o ~ m m m ao m Z $ o o c V i ° V i a o a o O a o ~ N -+ O O O fD O t0 ~ ~ O O O O O V V O m n O O d O N N JI C O N p O1 p O O N O ~ O O O O O Oi O O 0 ~O 0 f ~ OOD W W t0 D ~ O d 7 fA fA fA ffl fA di 69 dl 69 fA 69 (!~ ER O O O O O O O O O ~ A N N 1 0 0 0 0 0 0 0 0 0 U1 O O 0 0 0 0 0 0 0 0 O O 01 W OOO OVi ~ O OO . ~ ( . ~ N G tD 1 7 n N Q1 OD D D ~ ~ ~ ~ ~ ° c v °1v ~v v = o o = 0 0 $ ~ m m m m 3 3 3 m m m ao ao m b w w o i 0 m rt m a N N d O c y m m o o ~ Z m m ~~ T O1 p~ f~ n O N 0 N = O ~ O < fD v d m 0 O m m m c m 0 N .{p~ --1 PNCBANC The Thinking Behind The Money July 28, 2008 Kathleen Maxwell 117 S Orange St Carlisle, PA 17013 RE: Frances D Hoover SSN: 174-20-9648 DOD: 03-26-2008 Dear Ms. Maxwell: In response to your request for Date of Death balances for the customer noted above, our records show the following: Certificate of Deposit Account # 31500212329 Established 07-02-?001 FRANCES D HOOVER DOD balance: $ 15,000.00 + 113.60 accrued interest Account # 31100306551 Established 10-19-2006 FRANCES D HOOVER DOD balance: $ 10,586.80 + 5.40 accrued interest Account # 31300313720 Established OS-21-2007 FRANCES D HOOVER DOD balance: $ 32,185.47 + 11.74 accrued interest Checking Account Account # 5140170194 Established 06-30-1988 FRANCES D HOOVER DOD balance: $ 18,92959 + 2.07 accrued interest Page 1 of 2 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, ~' ~, <,' ~- ~ Lori Robertson I-800-762-1775 P7-PFSC-04-F 500 First Ave Pittsburgh, PA 15219 Member FDIC Page 2 of 2 f n ~ / a~~ 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Kathleen Maxwell-Clewett, Executrix Estate of: Frances D Hoover 8 Cave Hill Drive Carlisle, Pennsylvania 17013 June 4, 2008 Re: Estate of Frances D Hoover Social Security :174-20-9648 Date of Death: March 26, 2008 Dear Sir or Madam: Per a memo from Kathy Zengerle at M8s T Bank, dated May. 28, 2008, requesting at the time of death, the balance on the above referenced account(s) was: 1. 7Y3Pe of Account Certcficate of Deposit Account Number 031003916163791 Ownership (Names ofi Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accnced Interest Total Frances D Hoover 12/27/06 Closed 05/27/08 $30, 000.00 $ 232.33 $30,232.33 - - Cerlificate of Deposit 031003914523989 Frances D Hoover 07/ 02/ 96 Closed 05/27/ 08 $50, 000.00 $ 1,917.13 - _._. $51,917.13 _ _._ ..__ _..._. __ .-- -- -- r r 3. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accnced Interest Total Certificate of Deposit 031003914541890 Frances D Hoover 10/23/96 Closed 05/27/08 $20, 000.00 $ 955.12 $20, 955.12 * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please contact the Carlisle West Branch at # 717-240-671'7. M 8s T Bank DOD Unit /Records Management F w May l 5, 2008 Kathleen Maxwell-Clewett, Exec 8 Cave Flill Dr Carlisle, PA 17013 RE: Estate of Frances D Hoover To Whom [t May concern: The following is the information requested on the above mentioned: 77 East King Street P.O. Box 250 Shippensburg, PA 17257 Certificates: 4000013388 renewal date 4-5-08 in the name of Frances D Hoover. balance $25,000, interest check issued 4-4-08 in the amount of $696.26, accrued. interest $54.79 4000013671 renewal date 4-24-08 in the name of Frances D Hoover balance of $39,001.43, interest check issued 4-24-08 in the amount of 1,086.00, accrued interest $52.73 4000016755 renewal date 3-29-08 in the name of Frances D Hoover balance of $16,000, interest check issued 3-28-08 in the amount of $246.14, accrued interest $41.21 4000024344 issue date 3-19-08 in the name of Frances D Hoover, Wilmer D Maxwell, beneficiary, balance of $20,000, interest check issued 4-18-08 in the amount of $42.47, accrued interest $35.61. Any further information needed, please feel free to stop by the branch or ca11258-1129. Sincerely, Judith N. Cornman Branch Executive Officer Orrstown Bank i Giant Lane Carlisle, Pa. 17013 ORRSTO~ITN BANK A Tradition of Excellence " ` f~ = F NATIONAL BANK OF NEWVILLE ADivirinnofAdamrCountyNatinna(Bank May 21, 2008 Kathleen Maxwell-Clewett 8 Cave Hill Drive Carlisle, PA 17013 RE: Estate of Frances D. Hoover Dear Kathleen: Mrs. Hoover had two certificates of deposit with this bank. at the date of her death, March 26, 2008. Certificate ~t169064 was opened September 14, 2006 in the name of Frances D. Hoover In Trust for Wilmer B. Maxwell, in the amount of $25,000.00. There was $730.62 accrued interest due as of March 26, 2008. Certtificate ~~169098 was opened November 3, 2006 in the name of Frances D. Hoover In Trust for Wilmer B. Maxwell in the amount of $34,000.00. There was $503.03 accrued interest due as of March 26, 2008. These are the only accounts Mrs. Hoover had with this bank at the time of her death. If I can be of further assistance, please call. Sincerely yours, Carolyn "H. Kough Executive Vice President P.O. Box 156, Newville, PA 1721 • (717) 776-5312 r WACHOVIA Wachovia Bank N.A. Balance Confirmation Services P O Box 40028 Roanoke, VA 24022-7313 June 2, 2008 KATHLEEN MAXWELL-CLEWETT, EXEC 8 CAVE HILL DR CA.RLISE, PA 17013 Reference 1D: 2465048 SUBJECT: Verification /Confirmation of Account and Balance Information provided for: Customer: FRANCES D HOOVER (SSN# XXX-XX-9648) ' Date of Death: March 26, 2008 Deposit Account Information Accotmt Account Date of Death Average Date Maturity Interest Accrued YTD Date Type Number Balance Balance* Opened Date Rate interest .Interest Paid Closed ERT'ffiCATE OF XXXXXXXXXXX8577 515,309.98 G~27/2007 4/4/2008 5143.SR $0.00 EPOSIT EGAL TITLE: FRANCES D HOOVER 1[LMER B MAXWELL POA ERTIFICATE OF XXXXXXXXXXX489I EPOSIT EGAL TITLE: FRANCES D HOOVER rILMER B MAXWELL POA $23.000.00 .3,2~ ~ 2007 6/23/2008 S_ 76.68 $0.00 ' Date of death balance does not include accrued interest. * If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were mad~du~t,'ng at time p ne od:~-~ ._~ udre Servicenter Associate Phone: (540)563-7323 at; at