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12-09-08 (2)
15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes ~ INHERITANCE TAX RETURN PO BOX 280601 21 08 0365 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 03!17/2008 02/10/1928 Decedent's Last Name Suffix Decedent's First Name MI SWAB MR JOHN E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return MI 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 Regwred death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Daytime Telephone Number Name DAVID W KNAUER (717) 795-7790 Firm Name (If Applicable) REGISTER OF WILLS uS~Nt.Y KNAUER & ASSOCIATES ~p ° :`.~ ~' ~ © ' ~- `` First line of address _ .'t 1 ~ ~ n n 411A EAST MAIN ST _'~ ~~~ I °-`-'-' Second line of address 7 ~ ; ~-~ "O ~- C: aAL~ILED .C ~ t"1 City or Post Office State ZIP Code ,- --, N MECHANICSBURG PA 17055 ~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBL FI RN DATE ADDRESS OF PREPARER RE DATE /~ -off D~ USE ORIGINAL FORM ONLY Side 1 150 056051058 J 15056052059 REV-1500 EX Decedent's Social Security Number JOHN E SWAB Decedent's Name: REC APITULATION 1 233,500.00 1. Real estate (Schedule A) . .......................................... .. 2 5,082.00 2. Stocks and Bonds (Schedule B) ..................................... .. . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ... .. 3. 4. . Mortgages & Notes Receivable (Schedule D) ........................... 4 . . 7,s47.oo 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 27,318.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 30,232.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 487 00 11 (Schedule G) Separate Billing Requested...... .. 7. . , 8. Total Gross Assets (total Lines 1-7) .................................. 8, . . 315,266.00 9. Funeral Expenses & Administrative Costs (Schedule H) ................... .. 9. 19,273.00 10. g ( ) .............. Debts of Decedent, Mort age Liabilities, & Liens Schedule I 10. . 400.00 11. Total Deductions (total Lines 9 & 10) ................................. .. 11. 19,673.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 295,593.00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 000 00 52 an election to tax has not been made (Schedule J) ...................... .. 13. . , 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 243,593.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0__ 15. 16. Amount of Line 14 taxable at lineal rate X .0 45 243,593.00 16. 10,9F)2.00 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 10,962.00 19. TAX DUE ...................................................... ...19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 1lnrnrlon4'c [_mm~ltata_ i4ddress: File Number 21 08 0365 .................. ~_...r•--- - --------- DECEDENT'S NAME DECEDENT'S SOCIAL SECURITY NUMBER JOHN E SWAB 210-12-3476 STREET ADDRESS 103 PIN OAK DR CITY --- - _____-- I-STATE--- ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 10,962.00 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments __ __ C. Discount - --- --- - - -- Total Credits (A + g + C) (2) 0.00 3. InteresUPenalty if applicable D. Interest _- __ E. Penalty --- - Total InteresUPenalty (D + E) (3) 0.00 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. l4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 10,962.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 10,962.00 Make Check Payable fo: 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 :.................................................................................... i ...... ^ ncome : ..................................... b. retain the right to designate who shall use the property transferred or its ....... ^ c. retain a reversionary interest; or ................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ............................................................... ....... If death occurred after December 12, 1982, did decedent transfer property within one year of death 2 . without receiving adequate consideration? ....................................................................................................... ? ....... ^ ^ ....... 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death ....... Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 . contains a beneficiary designation? ................................................................................................................. ....... ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. > L F-`! i Pennsylvania SCHEDULE A ar~~ARrMENr or i3eveNUe REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDI NT ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 All real property owned solely or as a tenant in common must be reported at fair market value, Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. _.. _ _._ Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE OF DEATH NUMBER DESCRIPTION 1 SINGLE FAMILY RESIDENCE 102 PIN OAK DR CARLISLE PA 17013 155,000.00 DEED BOOK 00242 PAGE 00590 LOT 14-B 2. LAND QUEEN ST REEDSVILLE PA 17084 .46 ACRE 29,000.00 BROWN TOWNSHIP PARCEL 14, 12-0409 3. SINGLE FAMILY RESIDENCE 53 QUEEN ST REEDSVILLE PA 17084 49,500.00 BROWN TOWNSHIP PARCEL 14, 12-0411 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 1, Recapitulation.) $ 233,500.00 If more space is needed, insert additional sheets of the same size. REV-1503 EX+ (6-98) ~~ ~ SCHEDI~ILE B COMMONWEALTH OF PE:NN5YLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RFS~DENT DECEDENT ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 en ~.,.,,e~„ ininriv.nwnad with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert aadlnonal sneers or me same sicei REV-1507 EX+ (6-98) ~~ ~ ~,~ SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TA;t RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 en ,,.~~a.~~ ininfly.owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert atltlltlonal sneers or [ne same size1 REV-1508 EX+ (6-98) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TA.X RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 Include the proceeds of litigation and the dale 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. MEMBERS FIRST FCU 5000 LOUISE DR MECH PA 17055 IRA ACCOUNT # 20376 0 9,099.00 2 1997 DODGE RAM 1500 4X4 TRUCK NADA BLUE BOOK VALUE 5,900.00 D 3. 1996 DODGE INTREPID SE SEDAN NADA BLUE BOOK VALUE 2,000.00 4. 2004 LOAD RIFE 16' TRAILER 2,200.00 5. UTILITY 5'X8' TRAILER 400.00 6. BANKERS LIFE AND CASUALTY 11825 N PENNSYLVANIA ST CARMEL IN 46032 0 6,639.00 ANNUITY #5214815 7. INTEREST ON WORD OF LIFE PROMISSORY NOTE 3168 FROM 01/01108 TO 03117108 54.00 8. INTEREST ON WORD OF LIFE PROMISSORY NOTE 3185 FROM 01101108 TO 03/17108 26.00 9. PERSONAL. PROPERTY 1,000.00 TOTAL (Also enter on line 5, Recapitulation) $ I 27,318.00 (If more space is needed, insert additional sheets of the same site) REV-1509 EX+ (6-98) Y COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 If an asset was made joint within 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. DAVID E SWAB 119 LOCUST WAY CARLISLE PA 17013 SON B. C. .IOINTLY-OWNED PROPERTY: !iEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUCE NAME OF FINANCIAL INSTIPJTION ANU BANK ACCOIIM~ NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JUINTLY~HELG REAL ESTP,TE. _ DATE OF CEATH VALUE OF ASSET %+OF DECUS INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST t A. 03110104 M & T BANK CHECKING ACCT # 83020101 29,252.00 .50 14,626.00 2 A. 03110104 MEMBERS 1ST FCU ACCT # 20376 1,925.00 .50 962.00 3. A. 09115/99 1990 STARCRAFT 29' CAMPER 2,500.00 .50 1,250.00 4. A. 07116104 2005 SUNLINE SOLAARIS 27' CAMPER 21,000.00 .50 10,500.00 5. A. 04118/04 2002 FORD TAURUS SES SEDAN NADA BLUE BOOK VALUE 4,200.00 .50 2,100.00 6• A. 04118104 15 SERIES E US SAVINGS BONDS 1,588.00 .50 794.00 PURCHASED 01/1979 THRU 0211980 COST 18.751 BOND O INTEREST RATE 4% TOTAL (Also enter on line 6, Recapitulation) $ 30,232.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 T1.;~ ....4.erl, ilc M„~~ Ho ~„M~Iara~ a~~ filed if the answer to anv of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE 1'HE NAME Of THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACHA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE ~ TRANSAMERICA LIFE INSURANCE CO 4333 EDGEWOOD RD NE 11,487.00 100 11,487.00 ANNUITY # 02PSL007630 CEDAR RAPIDS IOWA 52406 TOTAL (Also enter on line 7 Recapitulation) $ 11,487.00 (If more space is needed, insert additional sheets of the same size) REV•1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~' MYERS FUNERAL HOME 37 E MAIN ST MECHANICSBURG PA 17055 6,740.00 BORN FUNERAL HOME REEDSVILLE PA 17084 3,213.00 LEWISTOWN STONE & CEMETARY 75.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City .State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountants Fees 6. Tax Return Preparer's Fees ~. UTILITIES 8. MAINTENANCE 9. APPRAISALS io. REAL ESTATE TAXES AND SEWER BILLS Zip Zip 4,786.00 430.00 200.00 196.00 140.00 850.00 2, 643.00 TOTAL (Also enter on line 9, Recapitulation) I $ 19,273.00 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCNEDt~LE 1 DEBTS OF DECEDENT, MnRTGAGE LIABILITIES. & LIENS ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 o,....,.+.,eti+~ ;.,,.,,..va ti~ rho Aaradonr odor to death which remained unpaid as of the date of death, including unreimbursed medical expenses. (If more space is needed, insert additional sheets of the same slzef REV-1513 EXi (9-00) ~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER JOHN E SWAB 21-08-0365 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 (a) (1.2)) DAVID E SWAB SON 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS WORD OF LIFE FELLOWSHIP SCHROON LAKE NY 12870 MOODY BIBLE INSTITUTE 820 N LASALLE RD CHICAGO ILL 60610 WORD OF LIFE 4200 GLENDALE RD POTTERSVILLE NY 12860 MORNING CHEER INC 60 SANDY COVE RD NORTHEAST AMD 21901 WORLDVISION INC PO BOX 9176 FEDERAL WAY WA 98063 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (If more space is needed, insert additional sheets of the same size) 2500. 7425. 4950. 9900. 2475. 52000 ESTATE OF JOHN E SWAB SCHEDULE J CONTINUED 21-08- +0365 II B. CHARITABLE AND GOVERNMENATAL DISTRIBUTIONS THE FRIENDS OF ISRAEL GOSPEL MINISTRY INC PO BOX 908 BILLMAWR NJ 08099 6435.00 ZION HOPE INC PO BOX121048 CKERMINT FL 34712 5940.00 ABWE ATTN DON DAMS 522 LEWISBERRY RD NEW CUMBERLAND PA 17105 9900.00 HONEYVILLE BAPTIST CHURCH 1655 COUDERSPORT PIKE LOCK HAVEN PA 2475.00 17745 e #1 SUMMARY OF SALIENT FEATURES Subject Adrkess 53 Queen St Legal Description 104 - 018 City Reedsviile County Mifflin State PA Zrp Code 17084-8933 Census Tract 9602.00 Map Reference 1412-411 Sale Price $ Date of Sale Borrower None Lender/CIieM Swab, John 8~ Helen (David Swab) Size (Square feet) 1,152 Price per Square Foot $ Location Suburban Age 1948 Conditlon Fair Total Rooms 5 Bedrooms 2 Baths 1 Appraiser Thomas J. Heller Date of Appraised Value 14 July 2008 Opinion of Value $ 49,500 Form SSD2 - `WinTOTAL' appraisal software by a la mode, inc. -1-S00-ALAMODE bold Key (717) 242-9151 Unifarrn Residential Appraisal Report F~~ CP #2 >e of Ctrs su is to Uie lender/cent v~lh an accurate, a~n1 d the m~adoet value of ttie Address 53 queen St Reedsvire Stale PA 'Code 1708a-8633 orrower None Owner of Pubrc Record Swab John 6 Helen Mifflin 104 - 018 ssessar's Parcel ~ t 412-411 Tax Year 2008 B.E.. Taxes S 1 162 Name Brown T Reference 1412-411 Census Tiact 9602.00 ^ tlMerer ®Tetrarrt ^ Vacant Assessments Z ^ PUD HOA; ^ morrtlr ®Fee ^ Leasehold ^ flrrer tlescribe T ^ Purchase Transaction ^ Befinarree Trar~actiar ®Other describe Fair Market Value ender6Cgent Swab John & Helen Qavid Swab Address 119 Locust Wa Carlisle PA 17013 ;the offered fa sale a tras tt been offered fa sale n the twelve morphs to the ~cGve dale of this ^ Yes No data sources used, off s ,and dates . Courthouse Records ^ did ^ did not analyze the cartract fa sale fa the subject purchase trarrsacUon. Explain the results of the analysis of the contract fa sale a why the analysis was not erfomred. ~ab'act Price S babe of Contract Is the seller the owner of brc recoN? ^ Yes No Data s there any financial assistance (loan charges, sale concessions, gift a downpaynwnt assistance, etc.) to be paid by arty party on behalf of the borrower? ^ Yes ^ No Yes, the total dolor amourd and desaihe star items. to be ' tole: Race and fire rardal caarpoeitlon at fire are oot appraisal factors. Orre-ila~ Trands . . ttne-ttrrk .. Preear<f~d UseX.! ocatian ^ Urban ®Su~urban Rural Yatues ~ ^ Stable ^ PRICE A6E One-t&~it 70 96 ^ Over 1596 ®25-75% ^ tbrder 2596. ^ ®In Balance ^ Oax S OOO 2-4 tkpt 10 4~ ~rsowtli ^ ®Stable ^ Slaw 7me ^ Urrder 3 mtlrs ®3-6 mths ^ Over ti mths 45 low 25 tiMr~F % Baines The boyhood is bounded in alt directions b .rural uncle farmlands 150 H' 125 Corrcrrcercial 1596 and loci rr-ounta~ 85 Pled. Otlrer 596 The is located in Brown T several miles from where schools .and recxeational facilities ire all available. The an environment for the 'sed. Na were observed at his tone. lancet Candidons ~ su far the above carrcNrsiores Current. market conditions are favorable with reasorsable demand for in the area rithout loan discounts interest bu s or cancesssions. The is considered c~rrsistent with the market area. Nmensions 50x200 Area 10000 .Ft. R utar Y~rr T I .. Z Ctassrf'M.adan R-2 Z Residential ® !_ ^ Noncarrf Grandfattrered Use ^ No Z ^ descrtl;e ;the ' and best use of as ' ved a a5 and tare use? ®Yes ^ No tl No, describe rtrtlea Pubrc Qtfrer(d~aibe- t~rrbrc Other describe} off-afEe -T Psbie Private ® ^ ~r ® ^ Strom Macadam ® ^ ~~ ^ ®tJ' Sewn ® ^ None ^ ^ ENA Flood Hazard Area ^ Yes ~ No FEMA Flood Zaw X FEMA ~ 42087C.0155C FEhUI Date &ry 6/2006 .re >tre ulir~es andoff-site ' fa the markN area? ®Yes ^ No tl No, descrtl;e ire there an adverse sib ca~tlons a external factors easerrwms, encroachrnetps, ernrirarxrr~al can~orrs, {and uses, etc. ? ^ Yes ®No tl Yes, describe done observed b the ~ser. General~afpibn ~ BttatiofAearxfpiort; trraierirt~ Nrkrkrt ~Merlaftrjhoaditilat kets ®One ^ One ~ Ac tket Cotuxde Slab Crawl Foundation Wars Blodc/A Floss C air.. ~ of Stories 2 ®~ Basement Partial Basernerd Exterior Walls Yrn A Wars Plaster/Fair ® Det ^ AtL ^ S-Det./End Urtit Bas~nt Area 576 .it. Roarf Surface halUA TtimfFirrsh WoodfFair ~ ^ ^ Under Garst. Basement Firesh 0 96 6rrUers 8 AltxrtinrunlA Bat•r Flea Yn air 2 St Outside /Exit ^ Windav T A Bath Wainscot F' taslFair 'ear Built t948 Evidence of ^ kdosta6an Storm Sashes 0%/A Car Nave :ffeclive rs NA ^ Settlement Saeerrs 100°!s!A #r ~ Cars 2 dtic Nate FWA tflAl~ Radiant Amerci6es yltcrodslove s # Surface Grave! StaK ~ Stairs Ottrer Fuel pit s ~ ^ Face ;y of Cars 2 ~ Floor ^ Scuttle ^ Gerrtrai Air ParglDeck ^ Parch # of Cars Fxpshed ^ Heated ^ hdivi~al ^ Ottrer Pod ^ Other Att. ®Det. ^ Buitl=ur U iJ thten U D~trwasfrer ^ ^ Araxowave Washer ^ Otlcer descrcUe irrslced pea above cordaires: 5 Roans 2 Bedrooms t s 1 152 Fed of Gass .. Area Metre Grade ~dd~ottal fcebxFS erg effir~ent e~.. None lescribe the conditior- of the property (ncMrdircg needed repairs, deterioraliar, renovations, rernode~nq, etc.). The su ' is in overall fair condition- 'rs and needed th the interior of the Je ttrere arty physical defiaerrcies a adverse cwrrdiUans tlra[ affetd the_drabtlily, sourrdtress, a strucbual i of the lxol>artY? ^ Yes 6ZI No tl Yes, describe bes the conform. to the , candtlion. use, carrstrrrcberr, etc. ? Yes No r tto, describe (here was no functional trot' external obsolescence observed b the ddie Mac Form 70 March 2005 Page 1 of 6 Fannie Mae Form 1004 March 2005 Form 1004 -'WmTOTAL' appraisal software by a la mode, inc. - i-800-ALAMODE File No. PINOAKDR102 Pa a #1 JOHN S. BOSWELL CENTRAL PENN APPRAISALS, INC. 24 W. MAIN STREET SHIREMANSTOWN, PA 17011 MAY 12, 2008 THE ESTATE OF JOHN E. SWAB 102 PIN OAK DRIVE, CARLISLE PA 17013 Re: Property: 102 PIN OAK DRIVE CARLISLE, PA 17015-9017 Borrower: N/A File No.: In accordance with your request, we have appraised the above referenced property. The report of that appraisal is attached. The purpose of this appraisal is to estimate the market value of the property described in this appraisal report, as improved, in unencumbered fee simple title of ownership. This report is based on a physical analysis of the site and improvements, a locational analysis of the neighborhood and city, and an economic analysis of the market for properties such as the subject. The appraisal was developed and the report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice. The value conclusions reported are as of the effective date stated in the body of the report and contingent upon the certification and limiting conditions attached. It has been a pleasure to assist you. Please do not hesitate to contact me or any of my staff if we can be of additional service to you. Sincerely, JOHN S. BOSWELL PA CERT RL-001405-L /RESIDENTIAL 717-737-7633 DIRECT LAND APPRAISAL REPORT ~~ i rage jai Borrower None Census Tract NA Map Reference 14-12-409 Property Address ©ueen Stn:et City Reedsville County Mifflin State PA Zip Code 17084 Legal Description 517 - 4046 Sale Price $ NA Date of Sale NA Loan Term NA yrs. Property Rights Appraised ®Fee ^ Leasehold ^ De Minimis PUD .Actual Real Estate Taxes $ 457 (yr) Loan charges to be paid by seller $ NA Other sales concessicxrs None Lender/Client Swab, John 8< Helen Address 119 Locx~st Way, Carlisle, PA 17013 Occupant None Appraiser Thomas J. Herr Instructions to Appraiser Fair Market Value Location Urban Suburban Rural Gaad Avg. Fair Poor Built Up ^ Over 75% ®25% to 75% ^ Under 25% Empbymatt Stability ^ ® ^ ^ Growth Rate ^ Fully Dev. ^ Rapid ®Steady ^ Slow Convenience to Empbymertt ^ ~ ^ ^ Property Values ®Increasing ^ Stable ^ Declining Convenience >p Shopping ^ ®^ ^ Demand/Supply ^ Shortage ~ In Balance ^ Oversupply Convenience to Schools ^ ~ ^ ^ Marketing Time ^ Under 3 Mos. ~ 4-6 Mos. ^ Over 6 Mos. Adequacy of Public Transportatiat ^ ~ ^ ^ Presets Land Use 70% 1 Family 10% 2-4 Famiy % Apts. % Gornto t 5% Commercial Recreational Facilities ^ ® ^ ^ % lydttstrial 5% V~ant % Adequacy of Utilities ^ ® ^ ^ Change in Present Land Use ®Not Likely ^ Likely (*) ^ Taking Place (*) Property Comp~bitity ^ ~ ^ ^ (*) From To Protection from Detrimental Conditions ^ ® ^ ^ Predominant Occupancy ®Owner ^ Tenant % Vacant Police and Fre Protection ^ ~ ^ ^ Single Family Price Range $45,00(1 to $ 150,000 Predominand Value $ 85,000 General Appearance of Properties ^ ® ^ ^ Single Family Age 25 yrs. to 125 yrs. Predominant Age 70 yrs. Appeal to Market ^ ~ ^ ^ Comments including those factors, favorable or unfavorable, aflecting rrrariutability (e.g. public parks, schools, view, noise): The is located in Brown Tovvnshi within several miles from schools em a n and recreaticural faciFities. Dimensions 100x200 = 20;000 Sq. Ft. or Acres Comer Lot Zoning classdication R-2 Present Improvemerds ®do ^ do not cadorm to zating regulations Highest and best use ®Present use ^ Other s ' Public Otlrer (Describe) OFF SffE NNPROVEMENTS Topo Level Elec. ® Street Access ~ Public ^ Private Srze .46 Acre Gas ^ LP Surface Macadam Shoe R ular Water ~ Maintenance ®Public ^ Private View T ical For Area San. Sewer ~ ®Starm Sewer ^ Cur4lGutter Drainage rs note ^ Underground Elect. & Tel. ^ Sidewalk ®Street ' k the propaty located In a HUD Iderrtlfled Special Flood Hazard Area? ®No ^ Yes Comments (tavaable a udavaable krdudmg any apparent advase easemerrts, erraoactanerrts, a other adrrxse corrrtitions): None observed b the r. The rrrrdersigned has redted ttxee recent sales of properties most skrrlar and prordmate to subject and has considered ~ in fire market analysis. Tire descripYon inckrdes a doNar adjustmerd reflectlng market reaction to those items of sigrdticard variation between lire subject and carrparable properties. ff a sigrriticant iNrn in the comparable property is supedor to a more favoable than the subject property, a minus (-) adjustmerd is mMe oars reducl-g the indeed vakre of subject 'rf a sigr~cart hear in the comparable ~ irrkder to a less favorable than the subject property, a plus (+) adjustment is made thus increasing the indicated value of the subject REM SUB,~CT PROPERTY COMPARABLE NO.1 COMPARABLE N0.2 COMPARABLE N0.3 Address Queen Street-Brown Township Brown Township Brown Township Br~arvn Township Reedsville 14-12-409 14-03-430 14-03-432 14-03~l46 Pr to Su Sales Price NA 46 000 51 500 46 560 Price 1.55 1.85 . 2.23 Data Sauce Courthouse Records Courthouse Records Courthouse Records Courthouse Records Date of Sale and DESGRdFTION DESCRIPTION + - DESCR~'fION + - DESCR~TION + - t Time Adjustment ~, 3..Og 12-06 6-06 Location SuburbanlA SuburbanlGood -Z 300 SuburbaNC~,ood -2 575 SuburbaNGood -2 328 ' few .46 Acre .68 Acxe -14 854 .64 Acre +.14506 .48 Acxe -1 943 Sales or Financing None Concessions ~ A '. ~ + - -17154 + - :574.85494 + -4 271 Indicated Value of Subject Comments on Market D ata: The iser fe 28 846 t 925.14506 fl that tom cable # 1 most reflected current market corMi6ons 8 rit 42 289 es. All other Brown Townsht vaatnt land sales would have wired more 'usfinerrt and were not util¢ed. Sales chosen were believed to be the best available. Comments and Conditions of Appraisal: None Final Reconciliation: Alt three to value were considered. The cast 8. insane were deemed unreliable when aisi vacant land. The onl wa to derive at a fair market value was to utilize the sales r EmauesE rxe eutrurer sure, ns a~x~a, of sa~s.rECr pao~n ws orr July 14 2008 1o be $ 29 000 omas ~ Did ^ Did N t Ph i ll I P o ys ca y nspect roperty er s Review atser ti N~I/l ` ~ ' Gold Key (717) 242-9151 Form LND -'WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE File No. PINOAKDR102 Pa a #2 SUMMARY OF SALIENT FEATURES Subject Address 102 PIN OAK DRIVE Legal Description DEED BOOK 00242, PAGE 00590, LOT 14-B, PB 22, PG 9 City CARLISLE _ County CUMBERLAND State PA Zip Code 17015-9017 Census Tract 0118.03 Map Reference 25420 Sale Price $ N/A Date of Sale N/A Borrower/Client N/A Client The Estate of John E. Swab Size (Square Feet) 1,310 Price per Square Foot $ Location AVERAGE Age 37 Condition AVERAGE Total Rooms 6 Bedrooms 3 Baths 1 Appraiser JOHN S. BOSWELL Date of Appraised Value 04-28-2008 Final Estimate of Value $ 155,000 Form SSD - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE Word of Life Fellowship, Inc. Schroon Lake, New York 12870 Fifteenth Issue No. 3168 Non-assignable PROMISSORY NOTE CERTIFICATE $5,147.12 Date: July 5, 2006 On July 5, 2011 for value received, Word of Life Fellowship, Inc. promises to pay: Mr. John E. Swab 102 Pin Oak Drive Carlisle, PA 17013-9017 With Five Per Cent (5%) interest to be paid semi-annually on the principal sum of Five Thousand One Hundred Forty-Seven Dollars and Twelve Cents from the date of this fixed-term; non-assignable Note. Word of Life Fellowship, Inc. has the option to repay this Note, with accrued interest, to the Payee, without notice, at any time prior to the due date. Word of Life Fellowship, Inc. ~--~, By: Word of Life Fellowship, Inc. Schroon Lake, New York 12870 Fifteenth Issue No. 3185 Non-assignable PROMISSORY NOTE CERTIFICATE $2,500.00 Date: July 27, 2007 On July 27, 2012 for value received, Word of Life Fellowship, Inc. promises to pay: John E. Swab 102 Pin Oak Drive Carlisle, PA 17015-9017 With Five Per Cent (5%) interest to be paid semi-annually on the principal sum of Two Thousand Five Hundred Dollars and No Cents from the date of this fixed-term, non-assignable Note. Word of Life Fellowship, Inc. has the option to repay this Note, with accrued interest, to the Payee, wirhout notice, at any time prior to the due date. Word of Life Fellowship, Inc. By: The right choice for the longterm American Funds PO Box 2280 Norfolk VA 23501-22$0 AV 01 168494 67808H625 A*sSDGT ~n~~~~ni~~~nnn~~~~i~~~~~u~~nnn~~~u~~~~nm~~~~n~~~ JOHN E SWAB & HELEN L SWAB JT WROS 102 PIN OAK DR CARLISLE PA 17015-9017 Enhancing your security online Did you know we offer a number of ways for you to log in to your accounts at americanfunds.com? Along with using your account or Social Security number, you can now create a user name. Easy to update at any time, user names can be as long as 32 letters or numbers. Create your user name now by clicking the banner on our home page. Quarterly summary Qanuary 1 -March 31, 2008) Yore Siiancial adviser TILLEY (814) 288-4479 JEFFERSON PILOT SECURITIES CORPORATION 638 FERNDALE AVE JOHNSTOWN PA 15905-3946 For more account information ^ Call your financial adviser ^ Automated irrFonnation and services Website - americanfunds.com American FundsLine ®- 800/325-3590 ^ Personal assistance - 8 a.m. to 8 p.m. Eastern time M-F Shareholder Services - 800/421-0180 Reinvested Change in Value on dividends and account Value on Ending 17/31/07 + Additions + capital gains - Withdrewelr -r/- value _ 0$/31/08 ~ - share balance Washington Mutual Investors Fund-A Account # u X5,522.45 $0.00 $29.56 $0.00 -$469.94 $5,082.07 165.163 ,,,a < .~ ,:~: Year-to-date dividends and capital gains .................................................................................................................................................................................................................... Short-teen Long-tarn Account # Fund # Dividends caphal gains capita/ gains Washington Mutual Investors Fund-A 59069151 01 $29.56 $0.00 $0.00 Year-to-date history ................................................................................................................................................................................................................ Washington Mutual Investors Fund - CIaSS /~ Dividends and capital gains reinvested _Accourif ~ .~806915r . - -Fund # Dr ---- .._-- - -- - ---------- - --Rer-shape average -east:--Not-available -tplease see b aelC-of--statement}- Symbol AWSHX Trade date Description DoOaramount Share price Shares transacted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . Shara balance . . .. . . . . .. . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . .. . . . . . . . .. . . . . . 01/01/08 . . . . . . . . . . . . . . . .. . . . . . . . .. . .. .. . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . Beginning balance $5,522.45 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . $33.63 164.212 03/20/08 Income Dividend 0.18 $29.56 $31.09 0.951 165.163 03/31/08 Ending balance $5,082.07 $30.77 165.163 III~IIIIN~III~~IIIII~VIIII~II~III 1 ,69091/0000001 9 q 1 7 0 AFS. •191X0..073f]1m1106.019.0]6]6.CNSAFSO/.INVMdL.......AF/....-..0p19/6691nITE107 0076 8 6 6514 j,/ t P BANKERS LIFE AND CASUALTY COMPANY 5214815 M 11825 N. PENNSYLVANIA ST, CARMEL, IN 46032 THE BARK OF NEW YORK MELLON PHILADELPHIA, PA - G2-4 LCVRfi 311 PAY SIX THOUSAND, S-X HUNDRED-THIRTY-EIGHT AND 64/i00 ------------------------------ --------------~`---- DATE CHECK AMOUNT': TO ESTATE OF JOHN,E.SWAB 11/07/2008 *******6,638.64' THE 96KNAUER & ASSOCIATES:LSC ORDER 411A EAST MAIN STREET OF MECHANICSBURG, PA 17055 ~ ~„p ~~~ c VOID'AFTER 180 DAYS AUTHORIZED'SIGNATURE i~'00768665 L4~~' x:03 L 100047: 2~~1969 558i~' CR. N0: 5214815A PAYEE: ESTATE OF JOHN E SWAB CHECK NUMBER: 0076866514 DATE: NOV 07, 2008 AMOUNT: $6,638.64 EXPLANATION: 5214815 5214815 JOHN E SWAB DEATH BENEFIT $4,000.00 + DIVIDEND $2,509.03 + PREMIUM REFUND $129.61 ~x ~1b(-~~I BLC /LCVPa/ Lcv NOV-19-2008(4JED) 12: 3D Knauer & Rssoctates ~~ Senq Inquhes 10: 500D Louise Drive PO Bo>, 40 Mechanicsburg, PA 77055 www.memtxrslsl,ore Mein Swltchbeord: (717) 007- 71 tit or (000) 203.2329 E2 Call: (77?) G97.4377 Or (B00) 283-4372 ® TDD: (717) 097-G3t2 ar (000) 2ti3.2320 ozt. 5312 t*~,~~ ~~~~TT~2 »» cc 1 Tolegmnch: (717) 795~G0~9 or (000) 237-7288 1V1 ~LY1.1)~1~~7 is c F~UERALCREI)1T UNION 2407 1 nv 0.312 2ao7-2d07 _ l..rIIIt..lllr.r.,rllrlrlrlrlrrll~~r~rrlllirrlll~rrirl~llrrrll Y "r JOHN E SWAB _ 102 PIN OAK DR CARLISLE PA 17015 .~... 0 (FRX)717 7957793 P 003/012 Statement of Accounts Jan 25 , 2008 thru: Feb 24. 2008 Account Number: 20376 Account Balances at a Glance: Checking : 0.00 - Savings : 11; 020.85 - Certificates: 0.00 - Loans: 0.00 Money Management : 0.00 Page : 1 of 1 Are you interested in learning more about Identity Theft, Mome Buying or Financial Aid? Visit our website at www.members1 st.org or ask an associate for more details about these FREE seminars. SAVINGS ACCQUNTS , t)t) -REGULAR SAVINGS ,_ . , ,: -Date TraBsactlon DcscripUon Additions Sublractioni;, ~ 'Bal2nco Jan 25 BalBnao Forward ~ :.1,920.114 ; • Joint Owner.: DAVID J SWAG , , Jan 31 Deposlt;Divldend 1.000% ' ' 1:.63 ,1,922.27: • , Annual Perac~fage Yield Famed ,.1.00L8G from 01/01/2008 rhroiigoh Of/31%ZO'DB ~ Feb 24 Ending:9a/ancio . . -1,922:27 - 10 -IRA SAVINGS _ . Dato Transaction', Descr lion ~ Additions 5ubtrac4ona, Balance., Jan 25 Bsbnc~+ .Forward Rate ~ . ~ `cl ee Annu l Pe~nhaPesi~ Owl~med ! ? 000!6 01/01 ~ h 1 Y I ~ 9,, 248.03 ,: IJ S8 .15.55 ' 9 263:. hom g 8 r rovgh 0 /31/200 . • , ; Jan 31 " Withdrawal`Bih Pa ment JOHN E SWA ,Ndrmal Distrib Y ' ~ 165.00- 9,o9B.58 Federal Withholding ' 6.50 - ~ ~, ~ ~. ~ r feb 24 Endrny Balsncv .' q ~ 9 098 ~ 58 IRS Wthholdrng ,Yc~r ro ;Q7fe •~~ - 16 , SO ~L YTD -SUMMARIES -,:` h . 6~r . , . '' :. ~ . • TOTAL DIVIDENDS. PAID . '.' U, , 00 `,REGULAR SAVINGS ~~ ~ ~ 10 IRA SAVINGS St:' ^ ' rtvi)FRAi.'rR)*,i~:IT UN1QN :. `, ~~ Tofal lorevious Year IRA.Contritiutions 0.00 Total' Curront;;Yt:ar iRA'~Contnbutlons ' ' `- 0:00 ;~ ' .Total Year .To .Date Dividends. paid' ~ 1,63" -NOTE: Total iricluges closed slieros . Tot~l'YearTo Date Nontaxable,Dlvldends' 15.55 TotalYear To Date• IRS ~V111thhtilding ~ 16.50.. '. ,' COMMONWEALTH OF PENNSYLYANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280681 HARRISBURG. PA 17128-8681 REV-1543 IX 11FP (09-00) INFORMATION NOTICE FILE N0. 21 08-0365 AND ACN 08131668 TAXPAYER RESPONSE DATE 07-08-2008 DAVID E SWAB 119 LOCUST WAY CARLISLE PA 17013 TYPE OF ACCOUNT EST. OF JOHN E SWAB ~ SAVINGS S.S. N0. 210-12-3476 ®CHECKING DATE OF DEATH 03-17-2008 ~ TRUST COUNTY CUMBERLAND ~ CERTIF. REMIT PAYMENT AND FORMS T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 M 8 T BANK has provided the Department with the information listed below which has been used in calculating the potential tax due. Their records indicate that at the death of the above decedent, you were a point owner/beneficiary of this account. If you feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this forty and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART I BELOW * * * SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 83020101 Date 05-28-1975 7o insure proper credit to your account, two Established (2) copies of this notice must accompany your Account Balance 29 , 252.64 payment to the Resister of Wills. Make check payable to: "Register of Wills, Agent". Percent Taxable X 50.000 NOTE: If tax payments are made within three Amount Subject to Tax 14,626.32 (3) months of the decedent's date of death, Tax Rate X .045 you may deduct a 5Y. discount of the tax due. Any inheritance tax due will become delinquent Potential Tax Due 658.18 nine C9) nonths after the date of death. PART TAXPAYER RESPONSE itD~:~;it<i~~fiiil;[S=si#~fillEiii A~~,A~i~Ei~~~;N~ €si~AS ::.:.:.. :::::. _.._:: :~::' ~~?!illl~ID~::;'lI~<~~;~;:~ii:lli;L~:{I~iT... ~,.,I.................... A. ~ The above information and tax due is correct. 1. You may choose to remit payment to the Resister of Wills with two copies of this notice to obtain CHECK a discount or avoid interest, or you may check box "A" and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. C ONE B L 0 C K B. The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return 0 N L Y to be filed by the decedent's representative. C. ~ The above information is incorrect and/or debts and deductions were paid by you. Yau must complete PART ~ and/or PART ~ below. y :::::::.................. . ,..:.....: lease state our - ferent tax rate Y iiir:~iiisiii~~ u indicate a dif p If o PART :::::~l~l~i~ii~'~ll;;i`i€l~il'.~l~~iS i`:i ~ `sli':' ~:` ~::' shi to decedent: ::::::::~ :::....:::.:.~:::~:::::,:::~:::::::::::::~:~:::~::::::::::::::::::::::,::::::::::::::::_-:~:~:::::_: ... . 2 relation p l~l~~l~~il~l~~lii ' l~iiiti ~'~,~~~ t~p~~i~liiii~l .:.:.:, - TAX ON JOINT/TRUST ACCOUNTS °,~'°~'~'4''.',.'^.;"'."~'°'~'°`°`''.'°'°'°""",'.'`''''°' COMPUTATION OF !~~!!ADsi€~:,;~,,:~;,;;;;;;;;;;;;~;:::_ TAX RETURN `````''`''~~"" a~r;, Date Established 1 i`i':i~~~''''1`"~~````````'~"``~~l'~~`~~`' - LINE 1 iii.4'.i^ 2. Account Balance ?y~`~`~'ss~ ~'€fi€i~~'€sis`Ss'1:;:;:::~~=~i=!%~ilru'~`•" 2 riw~,. ;. @'.iiiii'nii[iti:v::,'i,:i:i~i~j~5i:ip:i~ c'r'i53~ivti~ii'~~=::uiciec5:e!ia'e iii.i.:.i.:a i.~kn: 3. Percent Taxable 3 X i~~tEt3:` `'"''''''' .........:. 5 D t - "'~:'~~;`;~9i~~l€;~;1"?l`'s'ssi~ia ra;::a~a::. ~;ti~~y'':sl ~; ii<i~ la }jt _~ ~ 'il'si ~`ii€ ~i'i .•°:•._?`;~ siS€~ €~~'s~ tl'':.I~'~'~ j ......._..... .::::::.::.... ................ 4. Amount Sub ect to Tax 4 '~_€~::~°'° eb s and Deductions 5 :iii'iiiii~:i3i'.Pia'ci'i!i;i4.55'Fii:'ri:cii2i'.iii.iii::::::::::isn:::::~e:::i:::::::::::,-:::::::: r•.•:: ~iif:iliiiiu ~iliijiSiji :iii°T~ i~i'i~''i: 6. Amount Taxablo 6 ;l~l~':i,:;~::::::;:~::~::~::::::i;:;:~ :.:::::::::::.~::;:~::::;:;:;:::: , 7 X - 7. Tax Rate s~';~`''``''~1~~'`~~'i` B - - 8 . Tax D u ~;~'il his 's <ls~ ls;;l ~l ~ ~~l~l~~'~lr~ssjs~ ~ 'st?~ j?; e PART DEBTS AND DEDUCTIONS CLAIMED 3^ DATE PAID PAYEE DESCRIPTION AMOUNT PAID TDTAL CEnter on Line 5 of Tax Computation) 8 Under penalties of perjury, I declare that the facts I have reported above are true, correct and complete to the best of my knowledge and belief. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHONE NUMBER DATE NOV-19-2006(WED) 1233 Knauer ~ Rssoclates (FAX)717 7957793 P O11/012 l'OMMONMEALTN Of PENNSYlVAN1A DGPARTNENr OF REVENUE INFORMATION NOTICE FILE N0. 21 DUKEl4U OF INDIVIDUAL TAXCS A N D DEPT. 260601 ACN 081),6362. WIRRIS6URC, Pn 1T1YD•06o1 TAXPAYER R E S P O N S E DATE 04-16-2008 ocr•isa n isa :u-or1 TYPE OF ACCOUNT EST. OF JOHN E SWAB ®savlNCs S.S. N0. 210-12-3476 ^ CHECKING DATE OF DEATH 03-17-2008 ^ TRUSr COUNTY CUMBERLAND ^ CERTIF. REMIT PAYMENT AND FDRMS T0: DAVID J SWAB REGISTER OF WILLS 119 LOCUST WAY CUMBERLAND CO COURT HOUSE CARLISLE PA 17o1S CARLISLE. PA 17013 MEMBERS 1ST FCU hai prOVldad the Oaoartlevrlt wlth !ho lnfarwrllon IistvA b-1 ur which has hqD used in Ce1CUlet in0 the pptantisl tax duo. Tho lr records inAlc^t• that at,tho-do eth of Cho above Usesdont, ynu rero s ~olnt owner/heMflclsry of this account. li youful tfiis infor^stion is incorrect. ulewso obtain wrlttan correction frow thv financl^1 Institution. etteeh a copy to this tOr^ snd return St t0 Cho ebox^ aAArae s. Thia account is toxsbL in wCCOPU^ncv with the InhorU Canto Tart Lives Or the Con+onweAlth of ?cnnsllvwnlw. quostionc ^wy b• wnsrorod by Colllny (7177 rD7•DD27. COMPLETE PART 1 9ELOW M A ft SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 20376.00 Data 04-07-1978 To sneurs proper eredse to your account. ao Establish^d (2] copies of thls notice ^uit eCt:O^yany your Account -alancs 1 924.64 yey^ont to the Reeist^r of Wills. Woke chec4 ~ PaYdDIe Col "Repistwr 0/ Wllls. Ap^nt`. Percent Taxable X 50.000 NOTEt I/ tss pay.ants ere rode rithin throe AnleunC Subdoet to Tax 962..;2 (S] months of Lhe decedent's date oP deel'h, Tax Rate X .045 you Arey deduct a Sx viscount of the tax Uu.. Any Snhori Conte tax Uue wS 11 boeo^w A913h11uvnt Pvtentlal TqX Duo 43.30 Wino (9) months of ler the Oete of death. PART TAXi'AYER RESPONSE li~~.LI~U~i'~rll t~rI1RiE~P~i'ff~l.~.~',41X,~I.rRIE16~L?T"i;,l~~yyl9lgi~i~~~li'11Fi~~~,~IXA'~""T,A~II~i~~'~~S~RI'~161'~T{iill{A'St1r~'I'G !~I,TH~~?~1~~1'~~tl~~iC'~I°.r ....1 .11,.._.1., IfL .[In.li.l .•... ..,1.1. L1. J1.1Y..,.,. A. ^ Tho aDOVe 1nfor^ation an0 [ex duo is c^rrwct: 1. You lvay ehooe^ to rewit pavteont to Cho Rebistor of Mllls rich too eoVlos of this nodes to obtain C N E C K w dlsceunt or evo1J Snlerest, Or You way chock box -A" snd return thls notice to the ReVlitor of Willa ^nJ sn ^fficfwl eeeoss^ont x111 be lssucd by Cho PA Deu^rteent of Revenus. C ONE a L O C K D. The shore eseet has been or v13I bo reported eA0 tax paid with the Pennsylvania Inherlt^ncp Tax return ONLY to be f11^d by tn. OeC1lJsnt's rspre7e Met lv^. C. ^ The eboro infor^atlOn 3s lncorr^ct and/or U^bt: and deduct7ons rare paid tw you. You ^uit eoaDlsto PART O and/or PART 3^ below. PART TAX ~:NE [f you indicate a different tax ralat leash lP tp decedent: RETURN - COMPUTATION OF TAX 1. Date Catab2lafied I 2. Account Balance 2 S. Portent Toxablo 3 x 4. Amount Sublact to lax a S. Debts and Deductions 5 - 6. Amount Taxable 6 7. Tax Rate 7 x D Tax Duo 8 rata, ploasv state your N JOINT/TRUST ACCOUNTS I'I`~alii11i1' IIII 11~ 'illlal II ! I 111,1 IIII 1 l l l I I^ f. I~~~ gCISBjj~~t l y,,~Y ~l t l ~A~` ++I Illlill~II111111111i1~'AlI~r~Tjp~T~,~rNT11lILI~s.ll~~.l~~j1~l~~.it~llfl~.1111'll 1 1 11 1.11,1 II 1111111 ~111II~LIII711..61, VIII rii elll.llli II1111141.111 ri 11 1 II I ~rl ~,L~A~II r 111 l till) 1111J.111 I VIII 11.11,1 I IIIII:I II nl ,,1111171 IIII 111111. II IIf i'I I,I VIII tl11 ~ J L Ii .~.~l{) I JJ1I I. I~ I I_IIII I IJI ~I iCIa II S 1 ,°I1~ Il IIII I' X11 I Lliln au I II ~~yl I F1 1 1 1 111 611'111' 11`1 rrl~lrV61l i I ~a li p ~~u I"i' '""'..'""I~w ,~ , I I,ll.,..rr,~.r.,.r..IT~W.~ t.14 I ,, 41h 111 ~I~ i II irlll'I]11111111111 IIII '11111'11111 I1i9il~ 11111~IIf I IJI ui ulilN'I' I ~f ~IAn~l ~^I I ~IIIII I,~a~.~.~1' Ililln .I, illlllly~~l4 `I1.1n11'ILL±LSt~id'lhlll.llhl'll1'~u lll,lli(JFI.Illlil°I'l ll'll"Fi1i141g1r11- fa I,.«~.~..~-..w--i I I FI I I.~.-.wl....-.w IL .I 1, 111 , 11,1 5 1 n II IJI IJI I _~liul'I I Ill ll l~L 11111 I" '1''Iluil~llll l"'~"'Fli~~~IliSP uLJll~l I1 I'11,IYI nin~hl I ll? 11.1 4I iV~K1~17141~1j1~l.ll.l..l~flil~r l.l~ll',I I Ilf'li `I IIl ll lltlai{m~1..~Sllulll l1 In1 ,l 1, • I atL~,ll2~ ' 'lll~t~ll~l~ll,1'hll ~~IIII~f1IrhIIK1'I I l li;~'lll III'IG~i~llli'II'll,,llrJFla °~ I,yII,L ,! rl 111111 II ~ J JI J I IIII .rll ~ MI I rl I I~'I I It Pll l~l) fIL1111J1 ~I 11 1171 51111 ., II I I II I I III I,If I I wrrw 111141 111111, wi 11111, 111..1-I' I~•'~i 1 ~. 11V 1.1,11.1.1.1.1 .. 1 51 nt l.l. :1'111111. .111 ...1'I:f PART DEBTS AND DEDUCTIONS CLAIMED a DATE PALD PAYEE DESCRIPTION AMOUNT PAID Under penalties of perjury, L declare that the facts I have reported above are true, correct and complete to the bast of lay knowledtfe and bs11aP. HOME C ) WORK C ) TAXPAYER SIGNATURE TELEPHaNE NUMBER nnTF l:alculated Value of Your Paper Savings Bonc}(s} Page 1 of 1 Calculated Value of Your Pa.Rer Savi~tgs Bo~td(s) Calculator Results for Redemption Date 12/2008 ,$281.25 $1,588.06 $1,306.81 $61.64 Bonds: 1-15 of 15 gG4201i82172 E $Z5 01/1980 01/2009,: ..0.1/2010 $18.75 $85.49 4.00% $i0~4.2rd g6420118Z16e E $Z5 OZ/1980 02/2009 02/2010 $18.75 $85.49 4.00% $i04.Z4 g6420118215e ~ $L; ~ L/1975 : 06/2009 : IL/2009 $1x,75. $87,5$ : 4.00 o . $1Gfi.s3 g6420118214e E $25 :12/1979 06/2009 ' 12/2009 $18.75 $$7.58. 4.00°fo : $106.33 _. g64201182i3e. E $25 :11/1979,_ _05/2009: 11/2009. $18.75 $87.5$.:. .4.00°!0,_ .,___$106.33;... ga4tUl1G21GC C ~G5 SU/17l7' G4/L~lt1~ :. v3/Gt.':=y .;.~... I J 3`~°~~ ~ $oo Jta ~+ Ov !° _. ~1i`s s.33. . go420I18211e E $Z5 .09/1979~Os,2009 09/209 $18.75 $86.58 4.00%- $105.33: g64201i8210e E _... $25 .'08/1979 02/2009 G8/2009 $18.75 $86.58. $105 33 ~ U l:4LU11u20Se . E ~ ~ .~C V 7 f 19 ~r..'~ ~ V S%2009 : L : (LLtU 7.... +~,, ..:...'~"1~'.7.5._, (~ ,_.._.__.$U6._5a . S . Y. VO°%O ._ r . ~.i~7._~~.,:.... _ g642011820$e: E ... ~~5 06/1379 05/2009_ _06/2003 $18.75..: $83.69: 4.00% _$if17./b4 g6420118207e _ E `: $25 .05/1979 :05/2009 ~ 05/2009 $18.75 $88.44 4.00°l0 . $i€l~.ig ... g64201i8L%6e: E $25 03/5979 vJJ2009_ 03f20u $18.75: $87.41:. 4.E}0%: _ $105.16: . _ g64201I8205e E $25 ::04/197Q :04%2009 :04(2009. ....$18.75: $87.41.:. ..4.00%: $106.16 .... g6420i18Z04eY _ _ E ___._ .... $Z5 ,02/1979 .02/2009 .0/2009__ _ $18.75.. .._._ _ 87.41_ _4.00% _..$106.16.; g6420118Z03e `_ yt5 _01/1~'~^ Cs/`?C0~' 01/20UQ "''•? 75 y -' $87.42: _ 4.00% . . .. . $10616 . _ ....... ..._...... ... .. ._._ _ . _..__... _ __ _.. . .. .. ~ otat~ for 1S ,8orrcf~- ... . _ 5381,x5 ~ .__._.._ ........ .........._ $1,306.51: ._ . _. .. .... ._ = $1,588.06 NI Not Issued NE :Not eligible fo:.layn~er~t .. ................ .... .. .. .... ... .. P5 Includes 3 month interest penalt`,, , _......_.r...._.._.._..._._.........___.._._._._......._..._._.__.__......_ ._...___._.... pia . Niaiured and not earnin interesi http://www.treasurydirect.govBC/SBCPrice 12/3/2008 ~~\.~>~~