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Home My WebLink About11-20-08 (2)1505607121 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN ~ PO BOX 280601 2 1 0 8 0 9 1 0 _ Hamsburq, PA 17128-0601 RESIDENT DECEDENT ENITER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 8 0 0 7 9 3 7 5 0 8 2 7 2 0 0 8 1 0 0 9 1 9 ], 7 De'cedent's Last Name Suffix Decedent's First Name MI R O B I N S O N M A B E L S (If App{icable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 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 T0: Narne Daytime Telephone Number R O G E R B I R W I N E S Q U I R E 7 1 7 2 4 9 2 3 5 3 Fimi Name ilf Applicable) ~ - I R W I N & M c K N I G H T First line of address 6 0 W E S T P O M F R E T S T R E E T Second line of address City or Post Office C A R L I S L E State ZIP Code P A 1 7 0 1 3 Correspondent's a-mail address REGISTER OF WILLS ~ ONLY r ~, ~- ~ _ ~ .. y - _ `i ~1 _ r~--~ ~ r ~ ~ C~ 'J - ` ~~ r ~ ` .~ -, ,N _ I ~ ~ j DA2'E FILED ~J i y.> t....J - l~ 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 a!l information of which preparer has any knowledge. SIGNATURE OF P O RESPONSIBLE~,{OR FILIN ETURN D TE ADDR'.ESS 60 WE POMF STREET CARLISLE PA 17013 SIGNEIT O REP HAN REPRESENTATIVE DATE ADDRE S 60 WEST POMFRET STREET CARLISLE PA 17013 PLEASE ISSE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J 15D5607221 REV-1500 EX Decedent's Social Security Number De:cedent's Name: M A B E L S- R O B I N S O N 1 8 0 0 7 9 3 7 5 RECAPITULATION 1. Real estate (Schedule A) ..................................... ... 1 2. Shocks and Bonds (Schedule B) ............................... ... 2. 2 5 1 4. 0 5 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 5. Crash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... ... 5. 5 1 0 3 3 , 6 1 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .... ... 6• 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property arate Billin l ^ Se Re uested :> h d G 7 4 9 5 6 3 4 g .... p q ( c u e ) e ... . . 8. Toltal Gross Assets (total Lines 1-7) ........................ ... 8. 5 8 5 0 4• D 0 9. Funeral Expenses & Administrative Costs (Schedule H) ............. ... 9. 1 5 1 2 4 . 2 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ......... ... 10. 2 1 8 . 1 9 11. Total Deductions (total Lines 9 & 10) ........................ ... 11. 1 5 3 4 2 . 4 3 12. Net Value of Estate (Line 8 minus Line 11) ................ 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ......... 14. Net Value Subject to Tax (Line 12 minus Line 13) ......... .. .. .. ..... ..... ..... .. 12. .. 13. .. 14. 4 3 4 3 1 1 6 6 1 . 1 . 5 5 7 7 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable a1: the spousal tax rate, or transfers under Sec. 9116 (a)(1.2j x.o _ O D 0 15. 0. 0 0 16. P~mount of Line 14 taxable 0 0 0 D 0 0 at lineal rate X .0_ . 16. . 17. Amount of Line 14 taxable 0 0 0 0 0 0 at sibling rate X .12 17• . 18. Amount of Line 14 taxable 4 3 1 6 1 5 ? 6 4 7 4 2 4 at collateral rate X .15 18. . 19. Tax Due ............................ ........... .. ..... ..19. 6 4 7 4. 2 4 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ^ Side 2 L 1505607221 1505607221 RED{-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 0910 DECEDENT'S NAME MABEL S. ROBINSO_N ___ STREET ADDRESS 442 WALPJUT BOTTOM ROAD CITY STATE ZIP CARLISLE= PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 6,474.24 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 323.71 Total Credits (A + B + C) (2) 3. Interest/f'enalty if applicable D. Interest E. Penal~~iy Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter. the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 323.71 (3) 0.00 (4) 0.00 (5) 6,150.53 (5A) B. Enter the total of Line 5 +5A. This is the BALANCE DUE. (56) 6,150.53 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 : ...................................................................... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ ^X 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 contains a beneficiary designation? .................................................................................................. X^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)j. 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. §911 Ei (a) (1.1) (ii)j. 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) p2 P.S. §9116(a)(1)j. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. IN R SIIDENT DECEDEN TN PERSONAL PROPERTY ESTATE OF FILE NUMBER MABEL S. ROBINSON 21 08 0910 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. PERSONAL PROPERTY 431.00 2. IM&T BANK -CHECKING ACCOUNT #72261196 I 6,028.82 3. (MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT #29274-00 I 429.50 4. (AMERICAN HOME BANK -CHECKING/MONEY MARKET ACCOUNT #0000112178 I 44,144.29 TOTAL (Also enter on line 5, Recapitulation) I $ 51 033 61 (If more space is needed, insert additional sheets of the same size) REV-t 510 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INIiERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER MABEL S. ROBINSON 21 08 0910 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 DATE OF TRANSFER ATTACHACDPYOFTHEDEEDFDRREALESTAiE DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION (IF APPLICABLE TAXABLE VALUE 1. PRUDENTIAL INSURANCE COMPANY OF AMERICA 4,956.34 100. 4,956.34 ANNUITY CONTRACT #: RMS585779 BENEFICIARY -DALE LEPPARD TOTAL (Also enter on line 7 Recapitulation) I $ 4 956 34 (If more space is needed, insert additional sheets of the same size) REV-1511 Ek: + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES Hr INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MABEL S. ROBINSON 21 08 0910 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. EWING BROTHERS 7,996.60 B. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) ROGER B. IRWIN, ESQUIRE Street Address 60 WEST POMFRET STREET City CARLISLE State PA Zip 17013 Year(s) Commission Paid: 2, Attorney Fees IRWIN & McKNIGHT 3, Family Exemption: (If decedent's 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 Accountant's Fees 6. Tax Return Preparer's Fees PATRICIA A. ROSENDALE, CPA 7. REGISTER OF WILLS -FILING FEE 8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 9. THE SENTINEL -ESTATE NOTICE 10. ROY D. GOTTSHALL -APPRAISAL ON PERSONAL 11. IRWIN & McKNIGHT -OUTSTANDING ATTORNEY FEE 2,700.00 3,500.00 132.00 350.00 30.00 75.00 150.64 40.00 150.00 TOTAL (Also enter on line 9, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1512 EK + (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE / DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER MABEL S. ROBINSON 21 08 0910 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBEF; DESCRIPTION OF DEATH MILLENNIUM PHARMACY -MEDICAL MOBILEX -MEDICAL 180.79 37.40 TOTAL (Also enter on line 10, Recapitulation) , $ 218.19 (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 NUMEtER MABEL S. ROBINSON 21 08 0910 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 [include outright spousal distributions, and transfers under Sec. 9116 (aj (1.2)] 1, ROBERT AND RUBY BOUDER Collateral 5,000.00 36 RUNNING PUMP ROAD NEWVILLE, PA 17241 2. DALE J. LEPPARD Collateral 38,161.57 144 SIMMONS ROAD REMAINDER MECHANICSBURG, PA 17055 _ ~ E:NTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. PJON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BE1NG MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTfONS 'TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DiSTR1BUTI0NS ON LINE 13 OF REV-1500 COVER SHEET ~ $ (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT of Mabel S. Robinson I, MABEL S. ROBINSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. 1. I direct my Executor to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor of my estate. 2. My Executor may, at his discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. 3. I authorize and empower my Executor to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My Executor are authorized and empowered to engage in any business in which I 93 may be engaged at my death, for such period of time after my death as seems expedient to said Executor. 4. I give, devise and bequeath all of my estate of every nature and wherever situate as follows: a. I give the sum of $5,000.00 to ROBERT BOUDER, SR. and RUBY BOUDER, his wife; and b. All the rest, residue and remainder to my nephew, DALE J. LEPPARD, and if he is not living at the time of my death, to his wife, SUSAN M. RII.EY 5. It is my desire that the following items remain indefinitely in the Leppard family: Wooden shoes -sewing table - 2 trunks - 2 old .chairs (refinished) - writing desk -all family photographs -wall shelf -all the dishes in the china closet -family Bible -mantle clock -carnival glass vase and old pint size ice cream freezer. 6. I nominate and appoint ROGER B. IRWIN to be the Executor of this my Last Will and Testament; he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, Inominate and appoint MARCUS A. 1`tIcKNIGNT and DOUGLAS G. MILLER., as substitute Executors, also to serve as such without bond, with the same powers as are given herein to my original Executor. 7. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. 2 n 8. No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. 9. I hereby suggest that my personal representatives retain the services of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~" day of July, 2007. ~2r~~~ :/f ~~~~` (SEAL) MABEL S. ROBINSON Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament, in our presence, who, at her request, in her presence and in the presence of each other have hereunto set our names as subscribing witnesses. -- . '1 (~ /~~%\ / ^ -~~ J ~~~::. 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, MABEL S. ROBINSON, KAREN S. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as_her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that tb the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me. by i~TABEL S. ROBINSON, the Testatrix herein, and subscribed and sworn to before me by KAREN S. NOEL and SHARON L. SCHWALM, witnesses, this Zb' day of July, 2007. . C~~ Public ~vmMUNWl~L1'H qp pENNSYLVANIA N6tanal Seal Roger 8. Irwin, Notary public Carlisle Bono, Cwnbertand County MY Commrs~on Expires Oct. 3, 2008 Member, Pennsylvania Association Of Notaries - r/- }.- ' S i //^// ~ ~ ` ! x .... !/ !/ / ~ ~ l ~ __ __... r _ -- _._ - - .. , - ~ / / . ~r / J f .. r-: ~ /~ _~.__.~...s -... .. _. -~ _. ... ._ _. .... ..... L_... _-____-__.. _._~____F _~._ ' ~ / J ~ l f/% / r ~ ._ ., _._ a .. ._ _ r P . , /~~f /~ }l ~ ~~/,r i q ... ._ __ __ ~ _ , _ .. w ~( ~} ~ ~ t ~r~ /- !~ ~` -~ ~-- ... f ~( w ~. _. ---._ , 1 ., ..~ -- --- ----- - --------- _-2 ~ ~ ~~,..~_ _ __ __. ~~ _ ~`~~~ _ _ ! _ ~~~ 1 _ _ _ _.._~ _._._. ~~11S ~~*.,.. c~° r - _ _ --- - _ _ P~~` ~~ v r - _ - _ ~\ p M~B~ 499 Mitchell Road. Millsboro, DE 1)966 Mail Code DE-MB-12 Phone (833) X02-4349 Fax (302)934-29~~ September 11, 2008 Law Offices Irwin & McKnight West Pomfret Professional Building 60 West Pomfret Street Carlisle, Pennsylvania 17013-3222 Re: Estate of ~Llabel Robinson Societl Security: 180-07-937 Date of'Death: August 27, 20f~8 Dear Sir or Madam: Per your inquiry dated September 8, 2008, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: Type ofAccourn Account Natmber Ownership (Nantes o~ Opening Date Balance on Dcrte of Death Accrued Interest Total Checking Accozmt ?2261196 Mabel Robinson* 1/28/82 Closed 9/9/08 ~' 6, 028.82 S 0.00 _ - __ _ __. ,~ 6, 028.82 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 Carlisle West Office # 717-240-6717. Sin erely, A~; r, t t' Tracie Hare Records Management St 0 MEMBERS 1St FEDERAL CREDIT UNION DECEIVED CEP 16 2008 kRWIN ~ McKN1GHT ',AW OFFICES REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Estate of: MABEL S. ROBINSON Date of Death: August 27, 2008 Social Security Number: 180-07-9375 29274-00 01 /25/1982 $427.85 $1.65 $429.50 None M BERS 1ST FEDERAL CREDIT UNION DanieTle A. Kline Insurance Services Specialist September 12, 2008 5000 Louise llrive 1'.O. 13ox 4U Mechanicsburg, Pennsylvania 17U~~ (n00) 2K3-23?8 ww•w.meniberslst.org ~~ AMERICAN HOME BANK.. We help build your future.`' September 16,2008 Law Offices Irwin and McKnight Roger B. Irwin, Esq. 60 West Pomfret Street Carlisle, PA 17013 Re: Estate of Mabel B. Robinson Dear Mr. Irwin, ~~~~~~ MiiWiN & iv1cKIViGH`+ i_AY'J OFRGES American Home Bank was a bank of deposit for Mabel B. Robinson prior to her death. The accounts were titled in her name only, with Roger B. Irwin serving as Power of Attorney. As of August 27, 2008, there was a'oalance of $44,144.29 in a money market account number 112178. There would have been $47.44 in accrued interest yet to be paid on the account, for a total of $44,191.73. Those funds can be traced back to a $100,000 deposit into CD 0290004267 opened on July 6, 2007 for a three month term. In October when the CD came due, part of the funds were used to open the money market on October 12, 2007 in the amount of $31,299.74. The remainder of the CD was deposited to a six month CD number 290004592 for $70,000.00. This certificate came due on April 12, 2008 and on April 21, 2008, the principal plus interest in the amount of $71,817.13 was also deposited into the money market account. you for your continued support of our Carlisle Office. Verf~ t~ly Assistant Carlisle 417 Village Drive / Carlisle, VA 1 701 3-6929 ~ Phone ill/218-6635 ~ www.bankahb.a~m ~~~~ AMERICAN HOME BANK~A. MABEL S ROBINSON POA ROGER B IRWIN C/O ROGER IRWIN 60 WEST POMFRET STREET CARLISLE PA 17013 L~~III~~~III~~~~~~II~~IIJI~~~II~~~II~~~II~~~II~~~II~~J~~LI American Way Corporate Center 3840 Hempland Road Mountville, PA 17554 Phone(717)28~-6400 (877) BANKAHB (226-5242) 09 I ~ ~~~ ~ ~ 2008 IR~NIiV & I.A4N i ..,,.. .. ,..., „~a aoo ..~~ FDIC www.bankahb.com ~. STATEMENT DATE 05/15/08 0000112178 ACCOUNT NO. 1 CYCLE-015 *** CHECKING *** MONEY MARKET BEGINNING RATE 2.66000 ACCOUNT NUMBER 0000112178 l?REVIOUS STATEMENT BALANCE AS OF 04/15/08 ........................ 1.508.80 PLUS 2 DEPOSITS AND OTHER CREDITS ................... 71.996.15 LESS 1 CHECKS AND OTHER DEBITS ...................... 7,309.32 ('URRENT STATEMENT BALANCE AS OF 05/15/08 ......................... 66,195.63 2JUMBER OF DAYS IN THIS STATEMENT PERIOD 30 *** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 501 05/01 7.309.32 *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION DEBITS CREDITS 04/21 ROLL CD TO MMA 71.817.13 05/15 INTEREST PAYMENT 179.02 ''' * * BALANCE BY DATE 09':/15 1,508.80 04/21 73.325.93 05/01 65.016.51 05!15 56,195.63 PAYER FEDERAL ID NUMBER ................. 23-3087841 INTEREST PAID YEAR TO DATE .............. 298.59 THIS STATEMENT OVERDRAFT CHARGES....__.. .00 THIS STATEMENT RETURNED ITEM CHARGES.... .00 YEAR TO DATE OVERDRAFT CHARGES......._.. .00 YEAR TO DATE RETURNED ITEM CHARGES...... .00 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD _.......... ............ 30 INTEREST EARNED ............... .... 179.02 ANNUAL PERCENTAGE YIELD EARNED (APY).... 3.84% ---------------------------------------------------- AMERICAN HOME BANK IS HAVING A HOME EQUITY LOAN SALE! WE HAVE GREAT RATES ON HOME EQUITY TERM LOANS AND LINES OF CREDIT. LANCASTER 285-6400 OR CARLISLE 218-6635. TO REPORT A LOST OR STOLEN DEBIT CARD. PLEASE CALL 1-800-523-4175. NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Page 2 MABEL S ROBINSON j;1 5 ~ 1 ROGER B IRWIN. POA J10"`" 57 w P;naFRET'S' ~'r { 05;ewt --F-1 ^' V ~^vl_~_~Yra2 ~ %. ~09. J L S~ ,~ .i .,...~.,~ l~iw3_1_r'Lt,.~n.. A/~;,,` ~ ~ svzsm 6 ~ ~;,~~ ~:D3:3:o6Si4 0000::2:i6n• DSD:''~~7Ct"riC932. Check #: ~Oi -Amt: 57.309.32 - 0~/O1'Z008 ~~ AMERICAN HOME gANK~~ MABEL S ROBINSON POA ROGER B IRWIN C/O ROGER IRWIN 60 WEST POMFRET STREET CARLISLE PA 17013 I~~~III~~~III~~~~~~II~~IIJI~~~II~~~IL~~II~~~II~~~IL~~I~JJ American Way Corporate Center 3840 Hempland Road Mountville, PA 17»4 Phone (717)285-6400 (877) BANKAHB (226-5242) STATEMENT DATE 06/15/08 0000112178 ACCOUNT NO. 1 CYCLE-015 *** CHECKING *** MONEY MARKET BEGINNING RATE 3.66000 ACCOUNT NUMBER 0000112178 PREVIOUS STATEMENT BALANCE AS OF 05/15/08 ........................ 66,195.63 PLUS 1 DEPOSITS AND OTHER CREDITS ................... 180.60 LESS 1 CHECKS AND OTHER DEBITS ...................... 7,572.41 CURRENT STATEMENT BALANCE AS OF 06/15/08 ......................... 58.803.82 NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 ------------------------=---------------------------------------------------------- *** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 502 05/23 7,572.41 ----------------------------------------------------------------------------------- *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION DEBITS CREDITS 06/15 INTEREST PAYMENT 180.60 ----------------------------------------------------------------------------------- *** BALANCE BY. DATE *** 05/15 66,195.63 05/23 58,623.22 06/15 58.803.82 PAYER FEDERAL ID NUMBER ................. 23-3087841 INTEREST PAID YEAR TO DATE .............. 479.19 THIS STATEMENT OVERDRAFT CHARGES._...... .00 THIS STATEMENT RETURNED ITEM CHARGES.... _00 YEAR TO DATE OVERDRAFT CHARGES.......... .00 YEAR TO DATE RETURNED ITEM CHARGES....._ .00 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ......................... 31 INTEREST EARNED ............... _ .... 180.60 ANNUAL PERCENTAGE YIELD EARNED (APY)._.. 3.58% ---------------------------------------------------- AMERICAN HOME BANK IS HAVING A HOME EQUITY LOAN SALE! WE HAVE GREAT RATES ON HOME EQUITY TERM LOANS AND LINES OF CREDIT. LANCASTER 285-6400 OR CARLISLE 218-6635. TO REPORT A LOST OR STOLEN DEBIT CARD. PLEASE CALL 1-800-523-4175. . FDI.... ~oa~a www.bankahb.com NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Page 2 MABEL S ROBINSON ~''~r'-r d71 SDZ RC~ER 8 IRWIN, POA so w oorrc4_r sr ,~ u >.ov.? GMUSIE. Pa 1.Oi3 - ~~- F`-- NO zma~ ~ - ~'^~ ~4~R1GAN ~`'~ How B.~.ti~c,.. t2w~.l s ~:^3 1 3 186 9 31: DODDii2i78n• OSD( d000~1 57Z4iF Check #: X02 -Amt: ~7,~72.41 - 0~/23/20U8 °~ ~~ AMERICAN ;:, HOME BANK,A. MABEL S ROBINSON POA ROGER B IRWIN C/O ROGER IRWIN 60 WEST POMFRET STREET CARLISLE PA 17013 I~~JII~~~IIL~~~~~II~~II~IL~~11~~~11~~~11~<<lls~~il~~~l~~l~l American Way Corporate Center 3840 Hempland Road Mountville, PA 17554 Phone (717)285-6400 (877) BANKAHB (226-524?) STATEMENT DATE 07!15/08 0000112178 ACCOUNT NO. 1 CYCLE-015 *** CHECKING *** MONEY MARKET BEGINNING RATE 3.40000 ACCOUNT NUMBER 0000112178 PREVIOUS STATEMENT BALANCE AS OF 06/15/08 ........................ 58.803.82 PLUS 1 DEPOSITS AND OTHER CREDITS ................... 148.18 LESS 1 CHECKS AND OTHER DEBITS ...................... 7.346.30 CURRENT STATEMENT BALANCE AS OF 07/15/08 ......................... 51.605.70 :[NUMBER OF DAYS IN THIS STATEMENT PERIOD 30 'k** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 503 06/23 7.346.30 *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION DEBITS CREDITS 07/15 INTEREST PAYMENT 148.18 ----------------------------------------------------------------------------------- *** BALANCE BY DATE *** G6I1S 58.803.82 06/23 51.457.52 07/15 51.605.70 PAYER FEDERAL ID NUMBER ................. 23-3087841 INTEREST PAID YEAR TO DATE .............. 627.37 THIS STATEMENT OVERDRAFT CHARGES........ _00 THIS STATEMENT RETURNED ITEM CHARGES.... .00 YEAR TO DATE OVERDRAFT CHARGES.......... .00 YEAR TO DATE RETURNED ITEM CHARGES...... .00 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ......................... 30 INTEREST EARNED ........................ 148.18 ANNUAL PERCENTAGE YIELD EARNED fAPY).._. 3.44°, ---------------------------------------------------- AMERICAN HOME BANK IS HAVING A HOME EOUITY LOAN SALE! WE HAVE GREAT RATES ON HOME EOUITY TERM LOANS AND LINES OF CREDIT. LANCASTER 285-6400 OR CARLISLE 218-6635. TO REPORT A LOST OR STOLEN DEBIT CARD. PLEASE CALL 1-800-523-4175. . ~ FD~ ~_ C www.bankahb.com NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION Pale 2 I{ _ ~ _~- -- _ ~ . - v--- ~ -- _._~_ _ 503 ~' : ~ MABEL S ROBIN ON ~ ` ~ ;'„ ROGER B IRWiN PGA ~ ~- c.. .. ~s~:.i.ti c - f. H~)1~Li.v~h,. rn3t3:.,:,q;r nnr~i:e:7n:• p~pl •~~~7oZ5L~3~.~ _ Check ~: 5(13 -Amt: 57.3-16.30 - Oti`23~?008 ~~'~ AMERICAN HOME BANK~a MABEL S ROBINSON POA ROGER B IRWIN C/O ROGER IRWIN 60 WEST POMFRET STREET CARLISLE PA 17013 I~~~III~~~lll~~~~~~ll~~fl~(I~~~(I~~~(I~~~II~~~II~~~I(~~~I~~I~I American Way Corporate Center 3840 Hempland Road Mountville, PA 17554 Phone (717)285-6400 (877) BAI~IKAHB (226-5242} .....~. ,...,,,,,ooa - - ---- ~~ FDIC www.bankahb.com ~ STATEMENT DATE 08/15/08 0000112178 ACCOUNT NO. 1 CYCLE-015 *** CHECKING *** MONEY MARKET BEGINNING RATE 3.40000 ACCOUNT NUMBER 0000112178 PREVIOUS STATEMENT BALANCE AS OF 07/15/08 ........................ 51.605.70 PLUS 1 DEPOSITS AND OTHER CREDITS ................... 128.19 LESS 1 CHECKS AND OTHER DE$ITS ...................... 7.589.60 CURRENT STATEMENT BALANCE AS OF 08/15/08 ......................... 44.144.29 NUMBER OF DAYS IN THIS STATEMENT PERIOD 31 ----------------------------------------------------------------------------------- *** CHECK TRANSACTIONS *** SERIAL DATE AMOUNT SERIAL DATE AMOUNT 504 07/22 7.589.60 ----------------------------------------------------------------------------------- *** CHECKING ACCOUNT TRANSACTIONS *** DATE DESCRIPTION DE$ITS CREDITS 08/15 INTEREST PAYMENT 128.19 ----------------------------------------------------------------------------------- *** BALANCE BY DATE *** G7/15 51.6"05.70 07/22 44.016.10 08/15 44.144.29 PAYER FEDERAL ID NUMBER ................. 23-3087841 INTEREST PAID YEAR TO DATE .............. 755.56 THIS STATEMENT OVERDRAFT CHARGES........ .00 THIS STATEMENT RETURNED ITEM CHARGES.... .00 YEAR TO DATE OVERDRAFT CHARGES.......... .00 YEAR TO DATE RETURNED ITEM CHARGES...._. .00 ---------------------------------------------------- *** INTEREST EARNED THIS STATEMENT PERIOD *** DAYS IN PERIOD ......................... 31 INTEREST EARNED .............. .... 128.19 ANNUAL PERCENTAGE YIELD EARNED .(APY).... 3.37°, ---------------------------------------------------- AMERICAN HOME BANK IS HAVING A HOME EQUITY LOAN SALE! WE HAVE GREAT RATES ON HOME EQUITY TERM LOANS AND LINES OF CREDIT. LANCASTER 285-6400 OR CARLISLE 218-6635. TO REPORT A LOST OR STOLEN DEBIT CARD. PLEASE CALL 1-800-523-4175. NOTE: SEE REVERSE SIDE FOR IMPORTANT INFORMATION I'a~e 2 -.. -~ ' 504 I,fABc L 5 AOHlNSON _ ROGER B IRWIN. POA ,~ y - GaA:j'F. F~ i.J.~ _ ... ~ s ` ~' ~~~~r~ ; ; vs... ~ ,; fr 1:03:31&6931: O'J00112:^air OSC4jl;;~~'?~589~0,~ Check #: ~(l~ - :1mt: 57.89.60 - 07i22/20U8 RETAIN THIS INFORMATION FOR YOUR RECORDS. T~~~S~~#I~n ~~~~~'~ 0oo136sz7o MABEL S ROBINSON 1107 TRINDLE RD CARLISLE PA 17013 ~14~ X 3>' 5~~~ c, !lUh16ER OF SHAR~S CREDITED 3~.UOOU ~ TRANSFER AGE!l7ACCDUN7 NUh16ER 9-I39 19E5 CUSIP NUh16ER ~ 7~~320 10 2 ~~~~~~~~~~ ~~~ ~I~ ~ ~~~~~~ PIW/PASSWORD • PLEASE KEEP CONFIDENTIAL otoo~aat~t~sa 2157 X157 January 2002 We're pleased to ~t~elcotne ~•ou as ~ ne~l• stockholder of Prudential Financial, Inc. On December 15, 2001. I'ru~lential complzted its conversion h•om a mutual company to a stock company. As part of our conversion, we are issuing stock to eligible o~~rners of the company. This includes anyone ~~•ho owned an eligible policy or anur.tity contract as of December l~~ 21100. You ha~•e recei~'ed the nlunber of shares listed abo~•~. Compensation liar all of your policies eli~ibl~ for stock is included in this statement. This does not affect vnnr insurance polict• or annttitt• in any ~~ ati•. Stock ownership is a benefit of holding au eli;ible policy or contract. It does not replace your policy or contract, or chance your benefits, cash ~•alues, etigibility Ibr policy di~•ideuds or ~ uarantees. You do not ]~a~re to si~~e anvthin,7 up to receive stock. «'hv ~•ou receis•ed stuck instead of cash. You may have expected to receive cash as yolu• form of c:ompeusation. Ho~~-e~•er, you. are recei~•in~r stock because the number of shares allocated to you was ahoy°e 30 sh:u~es, the cash cut-ofT limit eslab1ished by the Board ol~ Directors. IIow ~,rour allotment of shores ~~'as determined. Company actuaries andesternal advisors developed a plan for di~'iding the value of Pnldeulial auxm~ its o~~•ners. Factors such as the type of life, annuity or health policy or contract you o~~~ned. the lace ti•alue, and ho~~- Lout you o~~~ncd it detennincd hoer many sh~u-es you recei~•c:d. Yoiu• shares arc registered ou the books of I'rudeutiul Financial, Llc. I' ' l :..~ , l-' n .C~.,- r ,.•1 ~',~ ,tr 4 l a' .t,_ /. ~ t t. / t nder ti.- 1 .. ., .:.~ ~ L ~ ~.~: Tr:.._.. .:vliipaiiy, tv.~1.. a ~rrv\ lu~r ri ,,u.li~i-VwCi ii[~ 1~Cj, i~~ uotU jiilt; Jt1aCC,t at nv cost to yogi. A stock certificate is not required to continue holding yoiu• shares in book-cntrv form. "Che enclosed brochure explains how to hold shares. h-ansfbr or sell ,hares. or obtain a stock certificate, throut~th 1~quiSer~°e, Note: Il'y~u «•ould like EquiServe to continue holding., your shares at uo cost, uo action is required. A a-rnmission-free sales and purchases pr--gram «ritl be available i'ot• certain shareholders iu the fuUu•c. To participate. you must o«•n ~> shares or ie~~•er and hold your sh;u-es in book-entry t~~rn~ as they arc uo~~'. Sue back for wore infol7~~ation. ~Vhait you should do nml. l) Keep this statement for your records. 2j Read the enclosed brochure ibr inforn~ation on how you can hold, tr.ulsCer or sell your shares tlu•ou~,h 1~rluiS~r~~r's Sales Facility. or obtain a stock certiticate. SCE BACK FOR t1DllITIONAL IN1Y)IZ~1A'1~ION. QU@St101'1S~ Call 1-800-305-9404 weekdays from 8:00 a. m. to 7:00 p.m. (ETj. For hearing impaired, cart 1-800-6f9-2837. Or vilsit prudential.equiserve.com PR1J: Historical Prices for PRUDENTIAL FINCL INC -Yahoo! Finance Page 1 of 2 Yahoo! -Myj"Y~a~h^oo~!{~wt~~ii Miolre~ A ~1 Get Yahoo! Taot6ar Hi, Karen Sign G~u~ i~~~Ip ~~.C3,4J`v+ ~., F! !~f hA i~1 ~ ~ Search WEB SEARCH Dow ~{- 2.76% Nasdaq 1 4.04% Wednesday, November 19, 2008, 2:33PM ET - U.S. Markets close in 1 hour and 27 minutes. GEi QWTES Finance Search Prudential Financial Inc. (PRU) At 2:18PM ET: 8.21 11.70 {s.sa°i°~ w _'' ~~ ~~}~` r°fs .~..~ _ l..:( MAERITRA[iE ~~+' ~~~~~I~ FREE TRADES ~ ~lJ1~1I@ Trndes ~x4~.~ N S ` i ` E.;~A:-E Scca:ri?gar L1 C Ut ~r O S2S. . _._~_~~„ Historica! Prices ~_.___ Get Historical Prices for: GO SET DATE RANGE ADVERTISEMENT !;v; Daily Start Date: Aug 27 _ 2008 Eg. ]an 1, 2003 ~ Weekl `~...,% Y E:nd Date: Aug 27 2008 ~,~,? Monthly Get Prices ;~; Dividends Only First ~ Prev ~ Next ~ Last PRICES Date Open High Low Close Volume Adj Close' 27-Aug-08 70.24 71.83 69.84 71.83 1,968,700 71.83 Close price adjusted for dividends and splits. First ~ Prev ~ Next ~ Last ~? Download To Spreadsheet Add_to... Portfolio '~ Set Alert `:-Email to a Friend Get Historical Prices for Another Symbol: j G~ i ~ym¢41 Lookup • Stock. Screener Splits • Mergers & Acquisitions ' --~--'~'>,~~~-nnrT~ra-m.~h=77&c=2008&d=07&e=27&2008&~=d 11/19/2008 ~~;~'rudential THE FAMILY OF MABEL ROBINSON C/O ROGER B IRWIN IRWIN AND MCKNIGHT 60 W POMFRET ST CARLISLE PA 17013 Dear THE FAMILY OF MABEL ROBINSON, Joseph LaTorre Vice President, Annuity Operations The Prudential Insurance Company of America A Prudential Financial company Annuity Services P.O. Box 7960 Philadelphia, PA 19176 (888) 778-2888 www.prudential.com Owner: MABEL S ROBINSON ANNUITANT: MABEL S ROBINSON Contract Number: RMS585779 October 21, 2008 Thank you for notifying us of MABEL S ROBINSON's death. Please accept our sincere condolences for your loss. Our goal is to make the processing of your request for benefits as prompt and convenient for you as possible. According to the terms of this contract, the remaining benefits are payable as a lump sum payment in the amount of $4956.34. Our records indicate that the beneficiary(ies} for any benefits payable under this contract are as follows: DALE LEPPARD, NEPHEW of ORIGINAL INSURED/ANNUITANT We would appreciate your help in obtaining the following information: • Claiming Insurance Benefits form • A certified copy of the death certificate • The Contract or Claim Settlement Certificate (if it is available) We have enclosed a reply envelope for your convenience in returning these forms. Once we receive them, we can start the claim process. DECEIVED OCT 2 7 2008 IRWIN & McKNIGH'f LAW OFFICES Registered Representative Prudential Annuities Distributors. Inc A Prudential Pinancal company One Corporate Drrve SheAon,CT8648a-0883 (600) 628-6039