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Home My WebLink About12-11-08 (2) 15056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Tazes County Code Year File Number INHERITANCE TAX RETURN _._. _ .... ... ..... .. . PO BOX 280601 21 08 0364 Harrisburg, PA 17128.0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death ? 03/11/2008 Spouse's Social Security Number Date of Birth 07/29/1923 Decedent's First Name MI Betty ` J Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW t,>r~ 1. Original Ratum C'~ 2. Supplemental Retum s 3. Remainder Retum (date of death prior to 12-13-82) S~ 4. Limited Estate ~} 4a. Future Interest Compromise (date of C 5. Federal Estate Tax Retum Required death after 12-12-82) C'~;D 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) C~ 9. Litigation Proceeds Received t~ 10. Spousal Poverty Credit (date of death r 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: Name Daytime Telephone Number - __ Stephanie E. Chertok (717) 249-1177 Firm Name (If Applicable) - -. _. u-~~~-"-~~ ~- _._. _ _ ~ ! REGISTF~&~OF WILLS US~NLY I-, I ~ ~Q ~ i• !-~ 3 First line of address f'r1 ~ ~' a ~ ' ~ _. __.._ . 61 West Louther St. n _ .. i _ •, _ _ - c'7 ~ ,:.,~ ; ' ~'' ~ _ ~ ~ Second line of address , v ,,\ , ~ ~ _' ? _ ~ ,~ ~, r _.._. t ' _ __. City or Post Office _. _. Tf'1=ICED State ZIP Code -- --- ------~----. _._._. ~ ,'" ;r . Carlisle ' PA :17013 ~ 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 ell information of which preparer has any knowledge. IGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN qT ~ ~G,~ ADDRESS a~ ~~p ~/ ~,c. S~ r S ~ ~ /~~, ~ -~--y'(~,S ~ /fib/S SIG TUREoOF PREP H AN REPRESENTATIVE DATE d PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Name: Betty J Myers RECAPITULATION ~_.~..~_~~._~__ Decedent's Social Security Number '. 1. Real estate (Schedule A) .................................... . ..... ... 1.' 119,000.00 2. Stocks and Bonds (Schedule B) .................................... ... 2. ' 4,939,954.00 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages 8 Notes Receivable (Schedule D) .......................... ... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 430.00 6. Jointly Owned Property (Schedule F) Separate Billing Requested .... ... 6. ', 5,329.45 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property - (Schedule G) ~ Separate Billing Requested...... .. 7. ',: 7,371.73 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. ' 181,530.72 9. Funeral Expenses 8 Administrative Costs (Schedule H) ................... .. 9. ' ~. 10,426.79 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. ..10. ' _... 5,479.64 11. Total Deductions (total Lines 9 ~ 10) ................................. .. 11. __ _ . 15,906.44 __ ...,. 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 165,624.28 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which - an election to tax has not b d S h een ma a (c edule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES ~~ ~~ ~ ~~'~ 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 16. Amount of Line 14 taxable - • - - at lineal rate X .0 45 165,624.28 16. ' 7,453.09 17. Amount of Line 14 taxable at sibling rate X .12 ', 17 '' 18. __ Amount of Line 14 taxable __ ~ ~.__ at collateral rate X .15 ' 1g 19. TAX DUE ....................................................... .. 19.' 7,453.09 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 165,624.28 15056052059 Side 2 15056052059 _ REV-1500 EX Page 3 Decedent's Complete Address: _....W_ _. ,..,.,., Fils Number _. _ 21 08 ['..0364 _._ ~ _ , DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Betty J Myers 190-12-4071 STREET ADDRESS 9 Raylen Drive CITY STATE 21P Boiling Springs PA 17007 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 7,453.09 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + 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. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 7,453.09 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 7,453.09 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 :................................................................................... ....... ^ b. retain the right to designate who shall use the property transferred or its income : ..................................... ....... ^ c. retain a reversionary interest; or ................................................................................................................... ....... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................... .................................................................................... ^ ...... 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ........ ...... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................... n ~ 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)J. 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. REV-1502 EX+ (11-osl r ° ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 Ail 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 wtth right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM NUMBER Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE DESCRIPTION OF DEATH 1' 9 Raylen Drive Boiling Springs, Pa 17007 119,000.00 0.00 __ ___ _ __ .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 __ _ _ _. __ __ __ .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.) $', 119,000.00 If more space is needed, insert additional sheets of the same size REV-15D3 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. ;U.S Savings Bonds- See attached list....... 9, 959.93 __ _ 2. `M & T Securities Brokerage Account AZD-140416 39,439.61 _. TOTAL (Also enter on line 2, Recapitulation) S'' 49,399.54 " (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS & MISC. INHERITANCE TAx RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 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. (If more space is needed, insert additional sheets of the same size) REV 1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDt~LE F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 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• Anita M. Lanious 1296 Heisers Lane Calisle, PA 17015 Daughter B. _. C. JOINTLY-OWNED PROPERTY: ITEM LETTER FOR JOINT DATE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH %OF ' DATE OF DEATH NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET DECD S INTEREST VALUE OF DECEDENT'S INTEREST 1. A• 09/16/04 M ~ T Checking Account 9830243789 . 10,658.91 0 50 % 5, 329.45 TOTAL (Also enter on line 6, Recapitulation) S ' 5,329.45 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 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 DESCRIPTION OF PROPERTY NUMBE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATMXJSHIPTO DECEDENTAND DATE OF DEATH %OF DECD'S EXCLUSION TAXABLE THE DATE OF TRANSFER ATTACHACOPYOFTHEDEEDFDRREALESTATE. VALUE OF ASSET INTEREST IF APPLICABLE VALUE t~ 'Western Southern Life Assurance Company W20569854-annuity 7,371.73 100 7,371.73 2. 'Ohio National Financial Services- paid up additions to IIfe insurance benefits __ 2,520.00 100 0.00 TOTAL (Also enter on line 7 Recapitulation) E 7,371.73 (If more space is needed, insert additional sheets of the same size) EV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCI~IEDULE N FUNERAL EXPENSES & ADMINISTRATIVE COSTS esTATe l7F FILE NUMBER Betty J. Myers 21-08-0364 Debts of decedent must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A• FUNERAL EXPENSES: 1' Ronan Funeral Home, 255 York Road, Carlisle Pa 17013 -service including all fees 4,009.86 _ _ _.__ __. __ __ 2• Wayne Noss Flowers, 525 Mountain Road, Boiling Springs, Pa 17007 132.50 -_ _ _ __ __ B. __ - __ ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions __ __ _ _ _ Name of Personal Representative(s) Anita M. LarllOU$ 0.00 Social Security Number(s)/EIN Number of Personal Representative(s) Street Address '.296 Heisers Lane city Carlisle ;state PA 'IZip :17015 Year(s) Commission Paid: __ __ 2. Attorney Fees 4,860.00 - 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant _ _ _ Street Address Cibj __ _ State Zip _ _ _ _ _ __ Relationship of Claimant to Decedent __._ 4. Probate Fees 380.00 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Patriot News Advertise Estate _ _ _ _ .... 235.86 s. Cumberland County Law Journal Advertise Estate 75.00 9. Met-Ed _ _ 83.39 io. _ Comcast Cable _ _ - 8.74 ~~. - - - SMTMA f _ . 99.00 12. Embarq _ 106.88: TOTAL (Also enter on line 9, Recapitulation) $, 9,991.23 (If more space is needed, insert additional sheets of the same size REV-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~~ Sarah A. Todd Memorial Home 3,128.45 2. __ Millennium Pharmacy Systems East ' __ 552.68 ' 3. Comcast Cable 108.78 4. Lowes 453.63 5. Sarah A. Todd Memorial Home 112.61 6. Cumberland Goodwill Fire rescue ambulance _., ,, 110.37 7. , Citi cards _ _ _ 55.74 . 8. __ Embarq 43.00 9. ,_ SMTMA 99.00 10. Met-Ed _____ 81.81 , TOTAL (Also enter on line 10, Recapitulation) $ ', 4,746.07 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9.00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Betty J. Myers 21-08-0364 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 distributlons, and transfers under Sec. 9116 (a) (1 •?)1. 1.' 'Anita M. Lanious n TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) - - - ~~ LAST t~TILL AND TESTAI~~ENT OF BETTY J. MYE?'~S I, BETTY Jo MYERS, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Wi11 ! and Testament, in manner and form. following: 1. I hereb ex ressl revok y P y e all Wills and Codicils hereto fore made by me . 2. I hereby direct my Executor to pay all my just debts, funeral and administrative expenses out of my estate,~as soon as practicable after my death. 3. Should my husband, Marlin E. Myers, survive me for a period of thirty days following my death, I devise and bequeath ~ the remainder of my estate to Marlin E. Myers. 4. Should my husband, Marlin E. Myers, predecease me or die on or before the thirtieth day following my death, I devise and be ue ~ q ath the remainder of my estate to my issue living on the thirty-first day following my death, per stirpes. I 5. Should my husband, Marlin E. Myers, predecease me or. ~~ die on or before the thirtieth day follo~sing my death, and should T have no issue then living, I devise and bequeath the remainder of my estate to St. Johns Lutheran Church of Boiling Springs, Penn syivania. E b. I nominate and appoint Cumberland County National Bank Ax~.d Trust Company, trustee of the share of any beneficiary who may ~ be a minor. The income and/or principal of said trust may be accu~ mutated o r expended for the maintenance, education and support of such benef iciary as my trustee in its sole discretion may determine and my trustee, in the expenditure of income and/or principal for such purposes, may, at its discretion, apply the sane directly t without the intervention of a guardian or pay the same to any ff( person. having tie care or control of said beneficiary or with whom k the benef iciary resides, without duty on the part of the trustee to supervise or inquire into the application of the funds by any person to whom any payment is so made. The balance of such incomE and/or principal shall be paid to such beneficiary upon reaching majority, or to such beneficiary's estate in the event of death prior thereto. 7. I nominate and appoint my husband, Marlin E. Myers, as Executor of this my Last Wi11 and Testament; and as substitute Executors I nominate and appoint, in order of preference; First, my children, Blake A. Myers and Anita J. Myers, providing they or either of them are twenty-one years of age; and Secondly, Cumber- land County National Bank And Trust Company, 8. I direct that my personal representative and trustee, as we 11 as their successors shall not be required to file bond or security in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this o~ 0 ~ day of May, 1970 a ',--~ ~ ~ '~.-~-~ CSEAL B~ ty J, ers r Signed, sealed, published and declared by the above named Testatrix, Betty J. Myers, as and for her Last Wi11 and Testament; in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our naves as attesting witnesses. ~~~ Gary L. Foster, Realtor DAWN & ASSOCIATES REALTY 1156 Walnut Bottom Rd. Carlisle, PA 17013 717-258-8800 April 1, 2008 To Whom It May Concern: The 15th of March 2008, I completed a walk through inspection of the property at 9 Raylen Drive, Boiling Springs, PA 17007. The purpose of the inspection was to determine the value of the property for the estate of Betty J. Myers. Through the Market Analysis process, I have determined the value of the property to be $119,000. I do not have any interest in the property except to determine the market value. Sincerely, ~~~ ary L. Foster, Realtor Dawn & Associates Realty THIS ANALYSIS HAS NOT BEEN PERFORMED IN ACCORDANCE WITH THE UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE WHICH REQUIRES EVALUATORS TO ACT AS UNBIASED, DISINTERESTED THIRD PARTIES WITH IMPARTIALITY, OBJECTIVES AND INDEPENDENCE AND WITHOUT ACCOMMODATION OF PERSONAL INTEREST. IT IS NOT TO BE CONSTRUED AS AN APPRAISAL AND MAY NOT BE USED AS SUCH FOR ANY PURPOSF,. calculated Value of Your Paper Savings Bond(s) :alculator Results for Redemption Date 03/2008 Total Price Total Value Total Interest YTD interest _ $562.50 $3,119 55 $2,557.05 ~57.1~ fonds: 1-12 of 12 r Serial # Issue Next Final Series Denom Date Accrual Maturity Issue Price Interest Interest Rate Value Note C2075833286E~ _E ~ ~ -y~ _~100~01/1979~07f2008;01/2009~ - $75.00 $341.32 4 00%; $416 32 02079976597E ~ _ _ E _--__..__---_-.._- ____~ _ 10001/1979 ~ 07/2008 ~ 01/2009_ _~. _ _~.. _ _. - 75.00: ~ _ _ 341.32; ~ . ; 4.00% = __ . ___ _ s $416.32LL 26329152499E 0 _ _ E _ _ ~ _ _ _ $25T 01%1979~07/2008~01/2009: _ . $18.75 ~ _ _ $85.33Y _ _ .----__~. 4.00%LL __ _____ $104.08 ' 2080046466E ----------- - E__T _ __$100T02%1979~08/2008:02/2009~ 5.00 _ _ _ $34132' o ; 4.00% _ _ _ --.. $416.32T L2146846483E E _x _ ___$50,_02/1979:08/200802/2009 $37.SOr $170.66T _ 4.00%; __ ____ $208.16: _K211587246E~ E ~ - ___$75~03/1979,09/2008: 03/2009 _ $56;25 _,_ $255 99 __._ .___,. 4.00%: ____ _... $312.24: _K21.1587248E_ _ E___;_ ,__$75,~03/1979,~09/2008~03%2009 _ - - _ - __ $56:25 __ _ ~ ~ $255 99: o 4 00 /o _ `` '""' $312 24 _ 10211587249E ~ __.„y E ______~ - _, _ ___$75s03/1979_09/200803/2009 _ ~ $56.25~ _ _ $25599~ , 4.00%; _ _ ; _ _.. _ $312 24 : K211587247E _ E rt _ _ _ _ $7503/1979 ~ 09/2008 t 03/2009 ~ _ $56.25e __ _ $255.99: 4.00% ~ . _ $312 24 : 6336323799E __ __ ___.__,r E ______,T. ~*- ..__ $25 03/1979~09/2008Y03/2009: _ -- - $18.75Y _ _ _ ~. $85 33: ._ ___. 4 00%T _ _ _ _ _ _ _ _.. . $104.08; 6338352740E __E__~ _ _ $25;04/1979:04%2008: 04/2009Y $1875_ --_ _ ~ ~--- - _ __ . $83 29' _ __ _ _ 4.00%; $102.04;- __ r Q6353940997E_ E __ _____ $2506/1979; 06%20084 06%2009 '- -` - - - ~.___.__.-_;_. _ - - $18.75; _ . _ ~~ _$84.52; "`~`-`-'" 4.00%, __ - " "' $103.27; _ Totals for 12 Bonds ~ $ 562 50' $2,557.05 ` ~ $3,119.55 Notes NI ;Not Issued NE ;Not eligible for payment _ _ P5 ~ Includes 3 month intere_s_t penalty_ _ _ _ _ _ _ _ _ _ MA ~ Matured and not earnin interest Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2008 Total Price Total Value Total Interest YTD Interest $300.00 $988.32 $688.32 $19.44 Bonds: 1-3 of 3 Serial # Series Denom Issue Next Final Issue Interest Interest Value Note Date Accrual Maturity Price Rate R31835861EE_ _EE _ ; _$200; 08/1986; 08/2008_ 08/2016; ~ $100.00; $229.44; 4.00% $329.44; ~ R31835860EE~ EE ~ _ _~ $200 08/198608/2008«08/2016; - - ~ $1 00.00; - - r $229.44; _-_,-___~ 4.00%; ._ _ ..__.__ $329 44; R31835859EE ~ ._____________.._~ EE __.___..:__. $200 _08/1986;08/2008 08/2016 tl $100 00' $229 44 `""~ 4.00% $329 44 Totals for 3 Bonds ~ $300.00 = $688.32 ~ ' ; _ $988.32 Notes NI ;Not Issued NE ;Not eligible for payment __ ___ _______ P5 Includes 3 month interest penalty __ MA F Matured and not earning interest ~i~~i~~~~ i~:UU r~, Calculated Value of Your F~aper savings Bonzl'(s) Calculator Results for Redemption Date 03/2008 Total Price Total Value Total Interest Yi'D Interest 281.25 $2,022.87 $1,741.b2 $0.00 Bonds: 1-11 of 11 Serial # Series Denom Issue Next Final Date Accrual Maturity Issue Price Interest Interest Rate Value Note Q6156898351EF_ _E__ x___$25 O1f1977~_ _O1/2007µ $18:75~ $119.29 _$138.04; MA - Q6171047082E; _ _ _E__ ____ _ ____$25;_03/1977_________ ;03/2007µ _ $18.75~ _______._ ___ - ~11929i____ _ __i _ _ --- __$138.04µ_MA Q6178362708E;__ _E__ ~;____ $25; 04/1977i________ ;_04/2007µ __ __$18.75t ___ ___$119.29~_________~ __$138.04r_MA _Q6187328234E~_ _E__ ~___$25y06/1977~______ _ ;06/2007Y __$18.75: ' ___$120.95;__ _ ____ _~ $139.70v MA_ ~~ Q.6198824922E: ---- E ----- ~ $25~07f1977~ _ _ ---------- - -- ------~- ---- ~ 07/2007; ~---------- $18.75:' ----------- __ X120 92` ~ ,---------~ $139.67; MA ------------Y----- Q6205876510E: - -~-- E ----- $25 ~ 09/1977T______ _ __ `---- - -t : 09__ _ ~ __ ~2007_ _ ~ __$18w75, _ _ $120.92:_______.._.x __$139.67^_MA_ t~6218933042E; _ _E _ _ ; ___$25;_10%1977;_____ __ ~ r V10/2007= $18.75~ 120.92 ~ t 1 ~ $139.67;_MA_ _ _L2091901948ET_ _E__ __ ___$50 ; 10/1977; _______ ,_l0/2007µ_ __ _ _$37 50~_ ___ __ _ ____ __ _ _ __$241_84s_____ ___i __ __$279.34i_MA C2049119367E~ E__ y__~100;_12/1977;___ __ __ i12/2007~ _$75.00 _ $438 80f _ ~ $518.80y_MA_ Q6209206949E' _.s._ E ~___~ ~ $25~ 12/1977 ~.___.~__.a._~__~__._~._~______ _ ~ 12/2007; $18.75: ~109.70t____ ~ i.__. __~_.. _____~__._ ._.. ___•_•__ ____~~r $128.45; MA _" ___._. __.t _.. _.. .~6233573081E;__ E__ _~___ $25 X12/1977;________ ' T r ~12/2007~__$1B.75T_ $109.701,______ $128.45__MA_ Totals for 11 Bonds 281.26= 1 741.62• ~ 2 022.87' Notes NI :Not Issued NE ;Not eligible for pa~+ment _ _ _ _ _ _ P5 ;Includes 3 month~_interest penalty___________ MA ~ Matured and not earnin interest / °' ` ys, „l v s oA ~~ = o b h m 0 N 0 F n m ro 3 ,' w T~ z~ A D c Z ~ 7 m N ~ n w n d c a 0 s w O 2 m f 1 0 0 n 0 ~o O ~ ~ 0 v, i~ C d .°- ~ 0 d N o O o so ~o ~°.p ~` 0 n n ~' g n 5' ~i ~I 3a H H ~ w W se ~ _ ~ J~C _ ~ ~~ ~ ~ ~ ~ W ~ = ~ ~ ~ mL+. - Z V~s = ~d~ ~ `"t ~ ~ ~_ y y ~ _ yR i 6 r 1 ~$ 8 ~*+ en n o n 3 e ~ m° ~ w _ ?~~_~ ^ D = d f1 jp o e° °c is a C '+ ~ ~ to °-' d < a p A m r w J7 -~ N V .VwiO ~ ~ O N 111 O b~ o v o 0 O F-' N N iP N C 0 w N H x1 0 m k w d 0 O O O O O O ~~~ o~~ o~p N O ~ d {.p W ~ N N ~ ~ 3 ~ ~ Ul (p m g 0 C ~+ a d ~o A rt ~ w Z ~ ~ 3 rt c~ n ° ~~a ~ N o g ~, y N N O b N 0 0 ''°',~ ~f ze 0 z w n °c n m ~n ~ v 0 a rn N F ~ n n m 3 °i n ,w T ~ Z ~ D c Z ~ m ~ ~ s n aca n a c v a s n m a 0 z f O ~_ O _ 7 / ~ C V ~ d N n ~ ~ ~++ m ~i n. D. ~- o `~ 7 N d 1 O ~ N ~ N L. m ~ o 0 m a O y n C 3 O i A 0 0 m m y 7 O G Q d O 0 Z a 0 g 3 C C n. H $ oiI ~' H W W { p $ b :~ C ~ e o~ Q ~ O ~ ~ o O ~ o o O ~' f p_ ~ ~ + O 3 C e N i~ p~ m 0~ OT 3i 3 ~ ~ ~ o m p . c ~ en ~ Q .~ ~ ~ c ~ rn a,m ~ ~ ~ .ei a C ~' ~ ~ ~ a - ~m~ - a - ~~~~ ~ a ?~ d O e ~^ ~ a a -n ~ aa n'1 ~ ~ !~ aN o'~ aT a C ~ ~~ A c o d n B -i ~ A ~ X 1~/1 C W ~ X O O A n z " ~ a ~ d- m ~ O ~ 3 °~ ~~ H ~ a_ c ~ Z ~ ~ ~+ 2 ~ n ~ o a v C o- o n G ._. o A ~ ~+ W o N { N W r .-r C Z D v o < ~ ~, ~ m W O O ^ ~ ~ ~ ~ O t0 O t0 y a, ~ 0 Z Z D D IJ N v U'I ? W [Jt ~ N ~ N o 0 0 g-. e $p~ 3 a. 0 0 0 c o O O 0 d a 3 H C d ~~ '~ ~~ Q v p A 7 ~ M&T Banilc ACCOUNT N0. ACCOUNT :TYPE 9830243789 M8T SELECT MITH INTEREST 00 0 04303M NN 017 19746 BETTY JANE A MYERS ANITA M LANIOUS 9 RAYLEN DR B~DILING SPRGS PA 17007-9785 INTEREST EARNED FOR STATEMENT PERIOD 0.44 INTEREST PAID YEAR TO DATE 1.26 wrrnuur clluullnv BOILING SPRINGS GINNxNG BALANCE A POS TS i OTHER ADDITIONS '- - - - •• CHECKS PJ-ID DTHER SUBTRACTIONS CURRENT INTEREST PD ~NRING BALANCE N0. AMOUNT NO. AMOUNT N0. AMOUNT 10,386.48 2 1,507.61 8 1,127.89 3 107.74 0.45 10,658.91 A f~ r A 1 1\ I T ~ I+ T T I I T~~ i DAT •~--vv.. • I TRANSACTION DESCRIPTION ".V I i• i 1 1 DEPOSITS,INTERES i O'fHER;ADD.ITIOtiS CHECKS $ QTHER SUBTRAC7ZOhS.. AIL1' ....BALANCE,. 02-09-08 BEGINNING BALANCE 010,386.48 02-19-08 PERSHING BROKERAGE 200.00 10,586.48 02-21-08 CHECK NUMBER 0526 60.00 10,526.48 02-28-08 CHECK NUMBER 0534 16.25 10,510.23 02-29-08 CHECK NUMBER 0532 362.74 02-29-08 MET-ED BILL PYMT 000000000000538 44.01 02-29-08 CITICARD PAYMENT CHECK PYMT 000000000000536 20 71 . 10,082.77 03-03-08 US TREASURY 303 RR RET 1,307.61 03-03-08 CHECK NUMBER 0533 472.20 03-03-08 CHECK NUMBER p528 55.40 03-03-08 CHECK NUMBER 0529 54.30 03-03-08 CHECK NUMBER 0527 54.00 03-03-08 CHECK NUMBER 0535 53.00 03-03-08 Eobsrq BILL PYNT 000000000000530 43.02 10,658.46 03-10-08 INTEREST PAYMENT 0.45 10,658.91 ENDING BALANCE. 610,658.91 CHECKS PAID $UMNARy 526 02-21-08 60.00 527 03-03-08 54.00 528 03-03-08 55.40 529 03-03-08 54.30 532* 02-29-08 362.74 533 03-03-08 472.20 534 02-28-08 16.25 535 03-03-08 53.00 ANNUAL PERCENTAGE YIELD EARNED = 0.04 woan ~s~on ~ ~ ? ` ',~ r ~: a w- ~ _ ~. ^,, Attachment to Schedule H 13. 14. 15. 16. 17. Citi Cards Met-Ed Embarq Suburban Propane Met-Ed Total 20.62 81.63 32.39 263.17 37.75 $10,426.79