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HomeMy WebLinkAbout12-23-0815056051058 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes ty Po Box 2aosol INHERITANCE TAX RETURN Harrisburg, PA 17128.0601 RESIDENT DECEDENT 21 08 0384 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 201-18-4034 03/25/2008 05/30/1927 Decedent's Last Name Suffix Decedent's First Name MI Myers Barbara L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW • 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 TO: Name Daytime Telephone Number Anne M. Reid (908) 213-9590 Firm Name (If Applicable) REGISTER OFiW1LLS USE ONLY First line of address 42 Fox Farm Road Second line of address City or Post Office Phillipsburg Correspondent's a-mail address: areid@moravlan.edu 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. SIGNATt~RE OF PERSyO~N RESyPQt~SIBLE FOR FILING RETURN DAT//E, ADDRESS /r ~, SIGNATURE OF PREPARER OTHER THAN REPRES NTATIVE ~ DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 State ZIP Code NJ 08865 s =c 15056052059 REV-1500 EX Decedent's Social Security Number Barbara L Myers Decedent's Name: 201-18-4034 RECAPITULATION 1. Real estate (Schedule A) . .......................................... .. 1. 219,000.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. 64,075.62 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. 40,543.58 6. Jointly Owned Property (Schedule F) Separate Billing Requested ..... .. 6. 127,496.18 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested...... .. 7. 8. Total Gross Assets (total Lines 1-7) .................................. .. 8. 451,115.38 9. Funeral Expenses i~ Administrative Costs (Schedule H) ................... .. 9. 34,144.79 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. .. 10. 1,702.55 11. Total Deductions (total Lines 9 8 10) ................................. .. 11. 35,847.34 12. Net Value of Estate (Line 8 minus Line 11) ............................ .. 12. 415,268.04 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... .. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... .. 14. 415,268.04 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 .045 415,268.04 16. 18,687.06 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ....................................................... .. 19. 18,687.06 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 15056052059 Side 2 15056052059 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 08 0384 Barbara L Myers _ __ STREET ADDRESS 210 Dorwood Drive __ _ - CITY __ __ Carlisle DECEDENT'S SOCIAL SECURITY NUMBER 201-18-4034 __ _ - ___ _ STATE ZIP PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 18,687.06 2. Credits/Payments A. Spousal Poverty Credit __ _ ----- B. Prior Payments 5,450.46 C. Discount _ - _ 286.87 Total Credits A + B + C 2 ( ) O 5,737.33 3. Internst/Penatty if applicable D. Interest E. Penalty -- _ Total Interest/Penalty (D + E) (3) 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) 12,949.73 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 12,949.73 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 : ...................................... ...... ^ ^x 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 "in trust for" or payable upon death bank account or security at his or her death? ........ ...... ^ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 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. E;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 rite 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. RE.-__'J~,_. '~. Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTI~TE OF FILE NUMBER Barlbara L. Myers 21 08-0384 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 NUMBER OF DEATH DESCRIPTION 1' 210 Dorwood Drive, Carlisle, Cumberland County, PA 17013: Map #s: 29-17-1576-113 lot 11E 219,000.00 and 29-17-1576-112 Lot 10E (Valued as per sales price) 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 0.00 0.00 0.00 0.00 TOTAL (Also enter on Line 1, Recapitulation.) ($ 219,000.00 If more space is needed, insert additional sheets of the same size. REV-1503 EX+ (g-g8) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara L. Myers 21-03-0384 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (lf more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6•g8) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, &~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Barbara L. Myers 21 08-0384 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+ (6-99) COMMONWEALTH OF PENNSYLVANIA {NHERITANCE TAX RETURN RESIDENT DECEDENT scHEC-u~E F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER Barbara L. Myers 21 08-0384 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. Anne M. Reid B C. JOIN1'lY-OWNED PROPERTY: 42 Fox Farm Road, Phillipsburg, NJ 08865 ~ Daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTi.Y--HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST ~' A. 06/06/01 Members First Federal Credit Union 205867-00 4,232.16 50 2;116.08 2 A. 06/06101 Members First Federal Credit Union 205867-05 6,991.94 50 3,495.97 3 A. 06106101 Members First Federal Credit Union 205867-40 102,102.78 50 51, 051.39 4 A. 06/06101 Members First Federal Credit Union 205867-41 25,525.70 50 12;762.85 5 A. O6/O6/01 Members First Federal Credit Union 205867-42 5,073.88 50 2,536.94 6 A. 06126105 USAA Federal Savings Bank 5095390 12,714.21 50 6,357.11 7 A. 02/25/07 USAA Federal Savings Bank 5103259 15,000.93 50 7;500.47 8 A. 06106101 USAA Federal Savings Bank 0015499731 83,570.73 50 41,675.37 TOTAL (A{so enter on fine 6, Recapitulation) ; 127,496.18 (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 SCNED1iLE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Barbara L. Myers 21 08-0384 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t ~ Auer Memorial Cremation Services 1,565.00 B. 1 2. 3. 4. 5. 6. 7. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Sheet Address City .State Year(s) Commission Paid: Attorney Fees 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 Probate Fees Accountant's Fees Tax Return Preparer's Fees See Attachment Zip Zip TOTAL (Also enter on line 9, Recapitulation) ~ $ (it more space is needed, insert additional sheets of the same size) 435.00 32,144.79 34,144.79 __ _-- ___ BH Agency -Real Estate Appraisal Fee --_ -- 350.00 New Life Consignments Lawn & Yard - -, 3 349.00 PPL -Electric Bills ' ---- -- 938.47 Robin K. Sollenberger (propert~r Tax) _ ~' 3 140.15 Sharon Griffie -House. Cleaning 100.00 USAA Homeowner's Ins ' _- 247.52 Weitzels Painting (downspout & window) 100.00 _ William Thompson -shrub and tree removal 1,000.00 York Waste Disposal -Trash fee _ -- 43.35 PA Dept of Revenue (08 Pa Tax) 83.00 House_ Settlement Cost (2.10 Dorwood Dr. Carlisle, PA): _ Realtor Sales Commission -- 12,840.00 Transfer Tax 2,190.00 Legal & Notary_Fees 1, 110.00 Septic Tank Repair Bills' 4,755.00 Seller Assistance, 5,000.00 Pro-.rated real estate taxes', (2,101.70) __ _- - - - Total Administrative Costs 32,144.79 REV-1!i12 EX+ (12-03) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER .Barbara L. Myers 21 08-0384 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical exoencec (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) SCNEDt~LE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESL4TE OF FILE NUMBER Barbara L. Myers 21 080384 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUt~ABER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE T t TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)) 1 Anne M. Reid Daughter 50% 2 William Myers Son 50% 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I $ (tf more space is needed, insert additional sheets of the same size) `T> orm is urnis e o give you a s a amen o ac ua se emen cos s. moun s pal t~ an y e se emen agen are s own. :, Note: Items marked "(p.o.c.)" were paitl outside the closing; they are shown here for informaticn purposes and are not includetl In the totals. `NARNING: It is a cdme to knowingly make false statements to the United States cn [hIs or any other similar form. Penalties upon canvlc[ion can include a fine and imprisonment. For details see: Title 18 U. S. Code SecScn tout and Section 1oto. TltleExpreSS Settlement .System Pflnted 09/2212008 at 09:39 KM :. 'Ai:1E OF BC)RROWER: Seater, Walter G. and Sealer, donna J. 1 89_,___ ADDRESS: 606 Victoria Downs Ct., Woodxtock, GA 30 . _ _. NAPv1E OF SELLER: Myers, William and Myers, Barbara ADDRESS: 42 Fox Farm Road, Phillipsburg, NJ 08865_______ ~. NAME OF LENDER: Citi Mortgage, Inc. ADDRESS: 4740121st Street, Attn: Payoff Departments Urbandale IA 50323 ;. PROPERTY ,4DDRESS: 210 Dorwood Drive, Carlisle, PA 17015 North Middleton Township _ _ i. SETTLEMENT AGENT: The Law Office of Andrew H. Shaw, PC, Telephone: 717.243-7135 PLACE OF SETTLEMENT: 200 S. Spring Garden Street, Suite 11, Carlisle, PA 17013 __ . SETTLEMENT' DATE: 0912212008 ` __ ~_ J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: _ 100. GR05S AMOUNT DUE FROM BORROWER ~ ~ 400. GROSS AMOUNT DUE TO SELLER 01. Contract sales rice 219 000.00_ 401. Contract sales rice 219 000.00 02. Personal Pro ert _ _ 402. Personal Pro ert 03. Settlement char es to borrower line 1400 7 014.91_ i 403. 04 404. . _` 05. --. __ ~ ' Ad~ustments for items aid b seller in advance _._405 --- - Ad ustments for items aid b seller in advance 06. Citvltown taxes _ _ 406`_ Cit /town taxes 07. County ta;ces 09122108 to 12131108 08. School tay:es 09122108 to 06130109 148.80 1 612.24 _ 407. Count taxes 09!22/08 to 12/31108 4_08. School taxes 09122108 to 06/30109 148.80 1 612.24 09. County Taxes -lot 09122108 to 12131108 10. School tares -lot 09122108 to 06130109 27.21 313.45 _ 409. Count Taxes -lot 09122108 to 12131!08 410. School taxes -tot 0912?J08 io 06130109 27.21 313.45 11. _ ---~ -411, 12. ___~ _ 412. 20. GROSS AMOUNT DUE FROM BORROWER 228116.61. 1 420. GROSS AMOUNT DUE TO SELLER 221 101.70 00. AMOUNTS PAID BY OR ON BEHALF OF BOR 01. Deposit or earnest mone 02. Principal amount of new loans 03. Existing loan s taken sub'ect to C4. ROWER ~ 10 OOO.UO~ 175 200.00 --t _____ ! __ j 500 REDUCTIONS IN AMOUNT DUE TO SELLER 501. Excess De osit see instructions 502. Settlement char es to seller line 1400 19 895.00 ~-- 503. Existin loans taken sub~ect to _504. Pa off of First Mort a e Loan 05. Lender Paid Credit 438An~ __505. Citi Mort a e Inc. _ _ - ~g, _ 50n. ~7 Seiler Assistance 5 000.00 --- 507. Seiler Assistance --- 5 000.00 g 508. ---- _ __509.._._ Ad'ustments for items un aid b seller _ Ad'ustments for items un aid b seller ,',own taxes _ 510 Cit !town taxes ~~aytaxes ~ __D11. Count taxes 12 oo'taxes _ ! 512. School taxes 13 -- - - - +-- 513_ x . 14 ___._ ._ _.. - __ 5i4. I . 15. _ ___ __ _ 515. 16 516. ' . 17. __ ___ __-- ~ _ 517. _ 18. ------ _ 1- 518 19. 519. 20. TOTAL PAID BYIFOR BORROWER 190 638.0_ 520. TOTAL REDUCTION AMOUNT DUE SELLER 24 895.00 D0. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER )1. Gross amount due from borrower line 120 228116.61 601 _ Gross amount due to seller line 420 221 101.70 12. Less amounts aid b !for borrower {ine 220 190 638.00 602. Less reduction amount due seller line 520 24 895.00 J3. CASH FRUM BORROWER __ 37,478.61_ I (_ 603. CASH TO SELLER 196 206.70 o _- - -- _ Tr,e info r^at o^ ;,ontaneo sere,., a - -:,i „_.rq ~rnisnee to :ne internal Reoacce Sen,~ce. .1 you are requred to fie a return, - -- ~.^ wi be imposed on you if this item is required (o bo rep„r~.... ~ .... ,. i..,.,«cines that it has not been reported. The Contract Saes Price described on e e-. aoove ccns;du[es the Gross Proceeds of this Transaction. u are required by law fo provide the settlement agent (l=ed. Tax ID No: 261544555) with your correct taxpayer identification number. If you do not provide your correct taxpayer identification tuber, you may be subject to civil or criminal penalties imposed by taw. Under penalties of perjury. I ~.:=rtify ti~at the number shown on this statement is my correct taxpayer identification number. ~ - - SELLER(S) SI6P7~.-'i'~P.t'>r. .___ .,..- NEVI MAILING ADDRESS: - _ :. ~~i i~EMENT CHARGca PAID FROM PAID FROM _ _/00. TOTAL SALES/BROKER'S COMMISSION based on price $214,000.006._000 = 12 840.00 BORROWER'S SELLER'S Division of commission (line 700) as follows: FUNDS AT FUNDS AT __ _ ___ 701. $ t~,w 6,370.00 to B-H Agency Real Estate SETTLEMENT SETTLEMENT -_ __ __ 702. $ 6,470.00 to Dawn Realty -_ ___._ _ 703. Commis;>ion paid at Settlement 12 840 00 . 704. Transaction Fee to Dawn Realty 195.00 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee 802. Loan Discount 803. Appraisal Fee _ _ _ _ _ 804. Credit RE:port __ _ _ 805. Lender's Inspection Fee 806. Mortgage Application Fee - --------- 807. Assumption Fee 808. RESUB f=ee to Citi Mort a e Inc. Lender Pd. Credit $50 50.00 809. Commitment Fee to Citi Mortgage, Inc. Lender Pd. Credit $388 565.00 810. Application Fee to Citi Mortgage, Inc. 445.00•(POC B_$50L _ ~ 395.00 811. _ -_- -- 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE ------- 901. Interest From 09!2212008 to 10/0112008 (~$ 29.4000 ~day____- 9 Da s 264.60 902. Mortgage~ Insurance Premium for to _ _ _ 903. Hazard Insurance Premium for 1 year to P.O.C. 472.00 B er 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR __ _ _ _ 1001. Hazard Insurance 3 mo. (a) $ 39.3:3 nro 118.00 1002. MortgagE: Insurance mo. (~ $ _ n~o _ _ 1003. City Property Tax 4 mo. aC~. $ 211.95 imo 847.79 1004. County Property Tax 8 mo. ~ $ 54.24 ;mo __ 433,92 1005. School talxes mo. ~ $ 173.90 fmo -- - _. _. - 1009. Aggregate Analysis Adjustment to Cltl Mortgage, Inc. _ _ _ _ __ _ _ __ -483.15 0.00 1100. TITLE CHARGES 1101. Settlement or closing fee -- - _ --- 1102. Abstract or title search 1103. Title examination 1104. Title insurance binder 1105. Document Preparation to The Law Office of Andrew H. Shaw ,1'G ____ 100.00 100.00 _ 1106. Notary Fees to Kristi L. Monnett 25.00 10.00 _ _ _ _ ___ 1107. Attorney's fees (includes above items No: _._ __ _ _ _ 1108. Title Insurance to Law Office of A. H. ShawlSTGCOB 1453.75 (includes above items No: 1109. Lender's Policy 175,200.00 - 1110. Owner's Policy 219,000.00 -1,453.75 _ 1111. 100 No Viol, 300 Survey, 900E to Law Office of A. H. ShawISTGCOB -- --- _ .__ 150.00 __ 1112. 1113. ClosingSvcLtr to Law Office of A. H. ShawISTGCO_@__ _ _ 35.00 _ 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees Deed $ 38.50 ;Mortgage $ 66.50 Release a 105.00 1202. CitylCounty taxlstamps Deed $2,190.00 ; Mortgage $ 2190.00 1203. State Tayastamps Deed $2,190.00 ; Mortgage $ 2190.00 ___ 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES 1301. Survey _ ___ 1302. Pest Inspection 1303. Overnight Fees to The Law Office of Andrew H. Shaw, NC 25.00 1304. Septic selrvice to Peck's Septic Service 545.00 1455.00 1305. Septic Tank Fee to D & M Grading, Inc. 3 300.00 1400. TCTAL SETTLEMENT CHARGES (enter c~ Ines -- _ - ~_~ 7,Oi4.91 , 19,895.G~ HUD CERTIFICHTIOP: O':= 5'~;Y~F. - .._ , _____-. / i I have carefully revie~ded the HUD-~ Settlemeny$f,t~.ment a d to he best of my kno.veC a^, _ _ a ~~ accurate statement of all receipts and disbursements made on my account or by me in this !ran a.,,io , I further certify N~}^~a~a race ve: a --C/ a re -+U C~-` ~ _ - ~'~; l-. K ~ ~ h a~ \ ~ -~, ~ s.._ S ~ ~ LMOUNT~ ~)~W~t~~RS 153 North Hanover Street CARLISLE, PENNSYLVANIA 17013 (717) 243-4936 . ~ ~~ -~~~~ I , -~ € I ,~ ~ 4 ~~r 6 ~! 7 `~:~, i f~ ~`-i ;,~. j ~~,'~3~ <= :_ ,, „; r ~`, `;;: ~~~ rt, ~i.: :~ 9 E J~ ;',a ~,~ ~. t, r~~ F,~ a~~;~ ~ ;~~I ~ r~j ~~, ~~~, 2 ~ %~d ~ .~ TO WHOM IT MAY CONCERN: This is to certify that cve are engaged in the jewelry business, appraising diamonds, watches, jewelry and precious stones of all descriptions. ~Ne herewith certify that we have this day carefully examined the following listed and described articles, the properh~ of: ^~,~ti~t: Mr. and Mrs. William Myers ;v~nrtt:55 _._210. Darwood Drivel Gar _isleR__._PA-~ _----17Q_13...__2.4.3-_4._3_49__.. .-_ ----- _ __-__._ _ _ We estimate the value as listed for insurance or other purposes ai the current retail value, excluding; I E~deral and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace thE~ articles. _ ~ _ _ DESCRIPTION ~ ! APPRAISF,D VALL~F. - __ One Lady's platinum fashion ring. This ring contains :: four emerald cut emeralds and five straight baguette cut diamonds which are channel set in an alternating pattern. The emeralds measure 4mm x 4.3mm and 3.2mm x 3.5mm and '. are a vibrant green color with good clarity. The baguettes measure 3mm x 1.6mm up to 4mm x 2.5mm, are V-S in clarity and "G" in color. The total emerald weight is 1.01 carats and the total diamond weight is .65 carat. ~', This ring is a Jewels by Star design #1840/74. Ring size 4z• $5,475.00 l 7]{~ I TO WHOM IT MAY CO ~~ , .':. 1, fi~~j ~~~ ;' ~i4 ;; ~:~ ; ~~' ~ `~d~ ~~~~rf ..~ ~~ryl ~ ~~, j ~;ay; ~~ ~,~-~ ~~ ~ j 4 ;~ ~. 'f~ !~';~...' ~, (~ ~~ EEE ;~: NCERN: This is to certify that we are engaged in the jewelry business, appraising diamonds, watches, }ewelry and precious stones of all descriptions. We herewith certify that we have this day carefully examined the following listed and described articles, the property of: ~~~lr; __.._._ _ Col 4`ilJ_1=rn.__J. ~Ty4rs ._. 2LD-.Dor~rood._Drive~____Carlisle., .P~.__ ..17013 _. X43_-43.49.._ ___. ___.. EVE E 5hmate the ~-alue as listed for insurance or other purposes at the current retail value excluding Federal and other taxes. In making this Appraisal, we DO RIOT agree to purchase or ieplace the al't1CiBS. _ __ DI~;SGRIP'I'ION __ One Lady's 18K yellow gold fashion ring containing (1) pearl measuring 6mm-6.5mm in diameter. The pearl has a j medium luster with very slight blemishes. It is set in j a twist style mounting. Ring size 62. ! $190.00 :~nr>RF~s __._ ~~ ,. ;~ ~< ~~ ~ ;f ~~,..~: ~~ ~~~~~ ~V~ ` I he tore oing Appraise is ade with the understandi respec o any action th It m~ y he taken on the basis ~ ~~., , ! ~ ' ~) ~ ~, APPRAIS ~i ~~~ f ~' e A C i ~] ,~ .~.,: .,n, f .~.., ~ . .~ R.. a ~ `r ,'S k ~ .. '., ~ ,~ ~~ ~_,a...~,.~ ~MOUNT~ ~1 ~h~R 153 North Hanover Street CARLISLE, PENNSYLVANIA 17013 (717) 243-4936 ~1PPR:1ISFD ~ 4LL I; x ~'~` ~'~~a `' °'>,c, a <~~ ~~~~'~~~ 3 ~, ~ }.~ r ~~ k`< ~ .~ ng that the Appraiser assumE,s no liabilit~~ with if this Appraisal. _Dec~mbzr 1_~, _ 1993 DATF; ~; ~~~, ~~ ~- ~; p ~`~~- y } R .y i ~',f~ ~ $,'?' ~L~:_ a i~ ~,~~~ ..,~~; ~~ ~I~` ", S Y < . .1~ r;R-~~ ,;~ ~ ~ ~ ,° r < -~-~~ ; ~~ -- = -~; 4AWr~~~~ 5 ~ ; ~,`'~, ~,~,. 7 ,:; ; . ~:~' j~ , 1 +' -~~#~ ~r ',ti~~; ;~~ ~~ ~~~~~ IY Ir, r i ~ i f ~ ;° -~~ ~ ~ ~ r ~ ~ ~ i ti Page Two ~~V~~ -t ,: -.` ~.~~ ~~~ 9 153 North Hanover Street CARLISLE, PENNSYLVANIA 17013 1717) 243-4936 TO WHOM IT MAY CONCERN: This is to certify that we are engaged in the j~welr~r h~~siress, appraising diamonds, watches, jewelry and precious stones of all descriptions. We herewith certify that we have this day carefully examined the following listE~d and described articles, the property of: :~;~~tl; tiJlliam J._ Myers, Jr. .ADDRESS __ ~'Ve estimate the value as listed for insurance or other purposr.s at the current retail value, excluding federal and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace the ,articles. k _ I)FSCRiPTION APPKAISI~:D V'ALLF; 4. (continued) which measures 18.12mm x 9mm. This cameo ;; has a brownish orange background and an off-white ~~~ -`- carving of a woman's profile. The woman has a ;,;.` necklace which contains (1} round single cut diamond which measures 1.7mm in diameter and weighs .02 carat. The shank is etched and measures 2.2mm-5mm wide. $ 450.00 5. One 14K jahite gold Lady's diamond eternity ring-. This ring contains (27) round full cut diamonds which measure 2.4mm in diameter and are channel set. These ! "qa•: _~~~ diamonds have an approximate total weight of 1.35 ~ ~~" ~~' carats, are S-I in clarity and "H" in color. The i f~a entire ring measures 3.35mm wide and 1.9mm thick. $2,700.00 ~'" ' 6. One 18K yellow gold locket and 14K yellow gold chain. The locket measures 1 1/8" in diameter, has an etched ~~'~ vine frame and is engraved "EBS" on one side and "CWI ' ~?,~,t'~iz. r~,F 1918" en thn other sire. The locket ha.s a solid ~,7~r bail and is on an 16" square link chain with a solid ~ Iii fish hook clasp. $ 425.00 I 7. e Gent' s ~ cket watch which is a 20 year rranteed 4 ~ ~~~ ~ "~ ~ ~~ go -filled ign. The~atch is a 0 siz H.C. ~ ; ~~~~ ~ style de by W. Ap-pell. Thy., ovement i a 17 'ewel #1732086. The dia`l,~is white ermel with ack ull i ~ ~' ~ figure numbe s. The case is engraved,and #746$151. ~ $ ~~ 00 _ These stones were graded while mounted and are subject ~ r ~' to the limitations thereof ! ~ ~ ~`-'~ ___.~ . ___-_- ___ _--__.._ __ ___ . _ .__.._._ .. -.--- _.... _---_.____ _..___ __ ._.. _.._ _ __.__e ~. _ . _ the foregoing Appraisal is made with thc. understanding that the Appraiser assumes no liability ~~~ith respect to any action that may be taken on the basis of this Appraisal. ., ' . -. - ---.~_.. December 20, 1993 ~ ~- APPRAISER' DA I'F " J!,y, `~ ; ~ _ `, ~.~.__w ~_ .,,-~.~.m..... ~' - __.._~ .v~ . ,~. irt~~ Page One t®~~ •~.~% ~.- ~~~ ~ Y• / 3 ! ~. s P~ ~ 153 Ncrth Hanover Street ~' ~ ~ CARLISLE, PENNSYLVANIA 17013 ~~~ (717) 243-4936 ~~ ,~ ~~ I TO WHOM IT MAY CONCERN: ~11a, ,A,~:'- s `:;-.>; ~} ~ti, ~.:~• 3p~ ~ ~ ~ Z 1 P ~ ~ .~t _ ~ ~ S ' ' ~~; ;r, ~~J .': ~~'~'~! 1 .~+?li ~ , ~ ~ , ~ ~~ .m~: ~'~~! I ,J This is to certify that we are engaged in the je4{~elry b~~s;iness, app*aising diamonds, ~G~atches, je~a~elry and precious stones of all descriptions. ~~1'e here~n~ith certify that we have this day carefully examined the following listed and described articles, the property of: ~rTilli a~,~ J. Myers, Jr. ~; ~~rE~: ;~ur~x~~ss _ _210_ ~r~eood Drive, _ ~arlisle,.__P~~.__ _ 1..70.13.--- X43-.4349_.. ~\~~ estimate the value as listed for insurance or other purposes at the current retail value, excluding F cderal and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace ±h~~ articles. 1. 2. r~r.scxrP•rro One 14K white gold Lady's diamond engagement ring. This ring contains (1) emerald cut diamond which is set at an angle and measures 6.55rr¢rr x 4.04mm. This diamond is four prong set, weighs approximately .74 carat, is V-V-S in clarity and "F" in color. The shank measures 5.Zmm wide, is squared and has a brushed finish. One 18K ~,rhite gold Lady's fashion ring. This ring contains a center old European cut diamond which measures 3.8mm in diameter and weighs .22 carat. This diamond is S-I-1 in clarity, "J" in color and. is four prong set. There are also (2) round faceted blue sapphires, one four prong set on each side of the center diamond. The sapphires measure 3.7mm-3.8~rnn in diameter and are a highly saturated blue color. The sl~ar~i '~,~ a Nlairl hrinht f?_n.sh a.nd measures 1.Smrr-2rcan wide. One Lady's platinum fashion ring. This ring contains a center square cut emerald which measures 7.32mm x ~Y~u_~rsr:r~ v:~r.t~r: $4,100.00 c ~~ a -•; . ,F. ~~: t j i F ~~ ~r=~r' ~~~ (~;~ `' "" _ ;~~ ~ ` trt k~` ~~-~~} r ~ ~ ~~~~ , ~~~~ ~~ ~ ACCOUNT NO. ACCOUNT TYPE 535899 CLASSIC CHECKING 00 0 04319M NM I17 -` BARBARA LEE MYERS C/0 ANNE M REID 42 FOX FARM RD PHILLIPSBUR6 NJ 08865 32 STATEMENT PERIOD PAGE ~ MAR.22-APR.23,2008 1 Of 3 HIGH STREET-CARLISLE A('f'f111NT CIIMMARV BEGINNINI'a BALANCE DEPOSITS & OTHER ADDITIONS CHECKS PAID OTHER SUBTRACTIONS CURRENT INTEREST PD ENDING BALANCE N0. AMOUNT N0. AMOUNT N0. AMOUNT 6,SE~8.18 2 3,354.10 7 2,524.01 2 682.66 0.00 7,015.61 Af'f'f111-JT of TT~/TTV POSTING DATE TRANSACTION DESCRIPTION DEPOSITS,ZNTEREST 8 OTHER ADDITIONS CHECKS & OTHER SUBTRACTIONS DAILY BALANCE 03-22-OS BEGINNING BALANCE 56,868.18 CHECK NUMBER 8877 100.00 ~~"'''' '" ~ 03-27-08 CFIECK NUMBER 8889 1,565.00 3-27-08 CfiECK NUMBER 8881 168.00 03-27-OS f:tA CardServices CHECK PYMT 000000000008884 94.06 4,941.12 03-31-08 U:iAA P&C PREMIUM CHECK PYMT 000000000008882 588.60 03-31-OS CHECK NUMBER 8887 539.25 03-31-08 CIiECK NUMBER 8888 98.61 03-31-08 CIECK NUMBER 8886 9.80 3,704.86 04-01-08 OFAS-CLEVELAND AR ANN PAY 2,263.10 04-01-08 US TREASURY 220 VA BENEFIT 1,091.00 04-01-08 CHECK NUMBER 8883 43.35 7,015.61 ENDING BALANCE 57,015.61 ~` CHECKS PAID SUMMARY 8877 03-25-08 100.00 $881* 03-27-08 168.00 8883* 04-01-08 43.35 8886* 03-31-08 9.80 8887 03-31-08 539.25 8888 03-31-08 98.61 8889 03-27-08 1,565.00 )'i, MEMBERS 1St FEDERAL CREllIT UNION REGULAR SAVINGS ACCOUNT: ,4ccount Number/ Suffix Date Account Established Principal Balance at Date of Death ~4ccrued Interest to Date of Death 'T'otal Principal and Accrued Interest IVame of Joint Owner Date Joint Ownership Established CHECKING ACCOUNT: Account Number/ Suffix Date Account Established I'rincinal Ealance at Date ~f Death ~4ccrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established INVESTMENT 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 IJame of Joint Owner Date Joint Ownership Established IERTIFICATES OF DEPOSIT: Account NumbedSuffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death -total Principal and Accrued Interest tJame of Joint Owner Date Joint Ownership Established 205867-00 06/06/2001 $4,229.43 $2.73 $4,232.16 Anne Reid 06/04/2001 205867-11 10/19/2002 $0.00 $.00 $0.00 Anne Reid 10!19/2002 205867-05 06/06/2001 $6,984.54 ` $7.40 , .k R. `, $6,991.94 ` Anne Reid 06/06/2001 INSURANCE DEPARTMENT 5000 Louise Drive P. 0. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 205867-40 205867-41 10/26/2007* 10!2612007** $101,765.53 $25,441.39 $337.25 $84.31 $102,102.78 $25,525.70 Anne Reid Anne Reid 10/26/2007 10/26/07 *Purchased by transfer of funds from 205867-00. **Purchased by transfer of funds from 205867-05. CERTIFICATES OF DEPOSIT: />ccount Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Deatli l"otal Principal and Accrued Interest flame of Joint Owner Date Joint Ownership Established 205867-42 t\ 10/26/2007* $5,n62.06 $11.82 $5,073.88 Anne Reid 10/26/2007 *Purchased by transfer of funds from 205 7-05. M M' ERS 1sT FEDERAL EDT ffflpN Danielle A. I~tii~e Insurance Services Specialist April 25, 2008 Estate of: BARBARA LEE MYERS Date of Death: March 25, 2008 Social Security Number: 201-18-4034 ~(lUO Louise Ihivt L'.C).I3o~ EO I'VIechanicsbtn~g.l'eluisvlvania 170~~ (hO(1) 2i'i3-23?h ~cw~~~.nlembersl,tor ~,,~ ~ l ~~, ~ 1 k~c<1, raV Sarin;;, Fkui!; In'~U:11~~I~rniioti F'rrr~aav '*N ~ San Antouiu,'!'r~:c; ~SZ'i",~-051 I ~~~1~~~ ANNIE 19 RI:II) I'I~II1_I.LP513URCi NJ 08865-9415 Reference: Estate of BARBARA MYERS T)et~r ~'~.Niti„~. ~~r n~?i~ <11n~~1 1 ~, 2008 As ~~ou requested, we're providing the balances of V1rs.:~tYERS"s accounts on the date of Iicr death. Account Type Account Ending in Interest Accrued Balance '~ \~ 4~R ~ , ,,, ~~ ravings account 9731 $73.31 X83,350.73 ~~~~' ~ ~ ; `` `' +:'c~rtificatc of j)cposit 5310 $44.77 $12,714.2(' ~ ~ CcrtiCacate of Dcpc~sit 3259 $0.98 X15,000.98 - "'~ ` i .. ~~<~ ~ ~ 1 `' t[~ yot+ have questions, ~.le.asc call a mc-nbcr service representative at 1-800-~"~t-t f:rAA {8727 !'}ia~~ik you., L`SfL~ ~=cderal Saving, Rank non-os~so Hxs~A-rr;+>FA~s~s~ ssu72o~os~ ~D1C ~~tib°Ek INSURED ~ ~" ~i'>ilii k`redcrick~~bur~; Ruad ~~ ~ San Antonio, 1 e~a;,'i~`S`i 1SAA`~ M5. ANNE M REID F+2 FOX FARM ROAD f~HILLIPSBURG, NJ 088bS April 23, 2008 USAA # 625 25 b6 Dear bf s. Reid: USAA is committed to providing excellent service to its members . As you requested, I ant providing the following information for the accounts of the late Barbara Lee \~yers registered as follows: BARBARA L ti1YERS Account ## Fund Name CiJSII' # 41942112550 Growth Fund 9032gg-10_g 4 1 942 1 1 2550 Growth Fund 903288-10-8 'l he account values on ~rtarch 25, 2008 were: Share Accrued Account .Account #~ Shares Price Dividends Value 41902112550 1,494.243 $12.15 NA * ~ 18,155.05 41902112550 528.319 $15.84 NAB X8,368.57 Total Value ~2f;,S23.62 *Furu d~;es net accrue daily dividends If you have questions, please call a i1SAA member service representative at 1-IS00-531-USAA (8722). Thank you, I1SAA Shareholder Account Services 62:5 25 66-48754-48934-SAS.SAS45 USAA / My Accounts ~ ~avings or ~,nec-c11~~ r~~wuii~ ~U~~~~~~u~y ~~ II~.Kr"i FEDERAL SA1~'IN~~S ~~ 6ANK Account Number - 15499731. Owner Transit/Routing# BARBARA L MYERS OR 314074269 ANNE M REID 21.0 DORWOOD DR CARLISLE PA 17013-2133 Overdraft Protection None Transactions from Mar 07, 2008 to Apr 06, 2008 Balance Available Interest This Year Interest Last Year April 06, 2008 $118,329.42 $118, 329.42 $780.51 $3,906.91 Mar 31, 2008 ACH DEP-TREASURY DIRECT TREAS DRCT ~ ~~'"~~ $35,052.00 ~ J,)$118,329.42 Mar 25, 2008 ACH DEP-USAA FED SAYS BK CD INT PMT $2g,2g $83,277.42 Mar 14, 2008 INTEREST PAID $202.33 $83,249.13 Copyright 1997 - 2008, USAA. Ail Rights Reserved. USAA FEDERAL SAVINGS BANK 10750 McDermott Freeway San Antonio, TX 78288-0544 1-800-531-USAA (8722) https: /1~www.usaa.com/inetJgas_banklBkAc counts?action=executeTask&target=Account S u... 4/6/2008 REGISTER OF WILLS CUMBERLAND COUNTY PEIVNSYLVANIA CERTIFICATE OF GRANT OF LETTERS PA No . 2 ~ - O8- 0384 Late Of : NORTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : 201-18-4034 WHEREAS, on the 4th day of April 2008 an instrument dated August 4th 1992 was admitted to probate as the last will of BAREdARA L MYERS (First, Mia'd(e, LasU late of NORTH MlDOLETON TOWNSH/P, CUMBERLAND County, who died on the 25th day of March 2008 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby cert_i fy that I have this day granted Letters TESTAMENTARY to: ANNE M REID who has duly qualified as EXECUTOR(R/X) and rias agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VAN1A, TN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 4th day of April 2008. t. Register of illy ?~~~ i '1 Deputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT `~ ~_. ~~ _ , ;.7 - OF ~~~ :.~ - - F BARBARA LEE MYERS - I, BARBARA LEE MYERS, a legal resident of Cumberlarro*`{ ••~ County, Commonwealth of Pennsylvania, being of sound aril ~. disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I IDENTIFICATIONS AND DEFINITIONS A. I am married to WILLIAM JENNINGS MYERS, JR., hereinaFter referred to as "my spouse." We have two children, WILLIAM JENNINGS MYERS,III and ANNE MYERS REID, hereinafter referred to as "my children." My husband has one child, PATRICIA LEE CLOUD, of a previous marriage. I have intentionally omitted to provide herein for PATRICIA LEE CLDUD and for any other relatives or for any other person, whether claiming to be an heir of mine or not. B. The following definitions obtain in any use of the terms in this will: 1. "Descendants" means the immediate and remote lawful, lineal descendants of the person referred to, and it means those descendants in being at the time they must be ascertained in order to give efFect to the reference to them, whether they are born before or after my death or of any other person. The persons who take under this will as descendants shall take by right of representation, in accordance with the rule of per stirpes distribution and not i.n accordance with the rule of per capita distrib~-ition. Persons legally adopted when under the age of fourteen year<~ shall not be differentiated from blood descendants for any purpose. 2. "survive me" is to be construed to mean that the person referred to must survive me by thirty days. If the person referred to dies within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. Page 1 of 4 Pages 3. As used in this will, the words "Executor,'' "he," "him," "his," and the like shall be taken as generic and applicable to a natural person of either sex ar a corporate person of other legal entity. C. I have served in the Armed Forces of the United States. Therefore, I direct my Executor to consult the legal assistance office at the nearest military installation to ascertain if there are any benefits to which my dependents are entitled by virtue of my military affiliation at the time of my death. Regardless of my military status at the time of my death, I direct my Executor to consult with the nearest Veterans Administration and Social Security Administration office to ascertain if there are any benefits to which my dependents may be entitled. II PAYMENT OF DEBTS AND TAXES I direct my Executor to pay the following as soon after ray death as may be practicable: 1. All of my just debts and the expenses of my last illness, funeral and of the administration of my estate; but my Executor need not accelerate and pay those unmatured obligations which, in his opinion, it might be proper and mare advantageous to retain ar renew and pay as they become due and payable. 2. A11 inheritance, transfer, estate and similar taxes including interest and penalties) assessed or payable by reason of my death, on any property or interest in my e~~tate far the purpose of computing taxes. My Executor shall not require any beneficiary under this will to reimburse my estate for taxes paid on property passing under the germs of- this Will. III RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest. Page Z of 4 Pages E3. I give my Residuary Estate to my Spouse if he survives m e=_ . C. If my Spouse does not survive me, I direct my Executor to divide my Residuary Estate into equal shares and to distribute those shares as follows: 1. one share to each of my children, WILLIAM JENNINGS MYERS, III and ANNE MYERS REIO; Z. if either of my Children, named above, fails to survive me, then his or her share shall be distributed equally among his or her descendants who survive me; 3. if either of my children fails to survive me and leaves no descendants who survive me, then his ar her share shall go to the survivor of them or their descendants who survive me, as set forth in subparagraphs 1 and 2 above. IV APPOINTMENT AND POWERS OF EXECUTOR I nominate and appoint my spouse, WILLIAM JENNINGS MYERS, JR., as Executor of this my LAST WILL AND TESTAMENT. If my spouse, WILLIAM JENNINGS MYERS, JR. is unable or unwilling to serve in this capacity, I appoint WILLIAM JENNINGS MYERS, III of Port Orange, Florida, and ANNE MYERS REID of Bethlehem, Pennsylvania, as Co-Executors to serve instead. I request that my Executor be permitted to serve without bond or surety thereon. I authorize my Executor to do any and all things which in his opinion are necessary to complete the administration and settlement of my estate, including full right, power and authority, without the order of any court and upon such terms and under such conditions as my Exeautor shall deem best far the proper settlement of my =state; to bargain, sell at public or private sale, convey, transfer, deed, mortgage, lease, exchange, pledge, manage ~~nd deal with any and all property belonging to my estate; -to compromise, settle, adjust, release and discharge any and all obligations or claims in favor of or against my e=state; and to barrow money for the payment of inheritance end estate taxes or for any other purpose. Without in any vvay limiting the scope of the powers enumerated herein of ray Executor; I hereby specifically give to him full power t:o retain any and all securities or property owned by me at the time of my decease whenever, in His absolute and uncontrolled discretion, such a course shall seem to him Page 3 of 4 Pages t~~ 6~ best, without liability for depreciation or loss, ~7d free from investment restrictions incident to executorship, e;hether imposed by common law or statute, In the execution of his duties and powers as Executor he shall have the power to comply with all legal requirements as to the execution and delivery of deeds and alI other writings, documents or formalities without the order of any court; and he shall furnish a statement of receipts and disbursements at least annually to each person then entitled to receive income or property from my estate. IN WITNESS WHEREOF, I have at Carlisle, Pennsylvania, this ~-_ day of ~.~~~ 199?, set my hand and seal to this my LAST WILL A~AMENT consisting of four (4) typewritten pages. ~ _ .._ ( SEAL ) BARBARA LEE MYERS Testator Signed, sealed, published and declared by the Testator, BARBARA LEE MYERS, as and for her LAST WILL ANO TESTAMENT, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. NAME "~ .' . ' - . -- t `~ ' AOORESS ~, ,~ ~ , T` .. Page 4 of 4 Pages ,,: ~7 1 _ ~ ,,c. ~~ M ,~ ~~ ~~~ , J ^'f k.,_ i ' ~''~' rr, s~t ! r 'r.,' ~r~~ ~~, ©.~ ©° d U ; Y ¢z 7 m ~ 0 ~. .~- ~~~ ,;~~ y ~~, -~: ,. _.t: ,`^ 1 ", ~~ o ~~ a w~ ~6 ~. r..--. ~,`" s: 47 O y ~~ ~ ~ ~ ~ ~ ~ !~ U 'n~ ~ o a ~ °~~o~' d A~U~~ ~W, ~ ~A~ CJ ~~~ ~~ ~~ ~ ., `~ Ts `~ ~ `;,~~~- O `~ ~~~~''~ ~ ~' ` >. d o•~ ` •~ ~ asW ~, "t_.___ ~ ~~~ a -- w _ -- /-~~ N ~= ~_ ~ .`