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HomeMy WebLinkAbout01-05-09 (2)15056041125 REV-1500 EX (OS-05) OFFICIAL USE ONLY PA Depar6nent of Revenue County Cade Year File Number Bureau onndividualTaxes INHERITANCE TAX RETURN Po Box 2aosol 2 1 0 8 0 9 2 3 Hardsburo PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Severity Number Date of Death Date of Birth 2 0 8 2 4 1 0 8 9 0 4 0 8 2 0 0 8 0 7 0 5 1 9 2 3 Decedents Last Name Suffur Decedent's First Name MI C A P P MAR I O N E (If Applicable) Enter Surviving Spouse's Infonnatlon Below Spouse's Last Name Suffix Spouse's First Name Spouse's Socal Severity Number FILL IN APPROPRIATE OVALS BELOW Q 1. Original Return 4. Limited Estate ^x 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLJCATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty CredR (date of death between 12-31-91 and 1-1-95) P C CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE Name S U S A N J H A R T M A N Finn Name (If Applicable) D U N C A N & H A R T M A N, First line of address 1 I R V I N E R O W Second line of address City or Post Office C A R L I S L E State ZIP Code MI 3. Remainder Retum (date of death prior to 12-t3-82) 5. Federal Estate Tax Return Required B. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach ~. O) r~-~., U_ TAX NFORM~`~HOULD BEWRECTEO TO: Daytime Teleprsgr~fJuSnber _~ 7 1 7 2 7, 7 8 -i0 I rh ~ REGIS ~ ~RLS l1rUf ONLY - C_i C 37 ~ -i .t- _ v Cft i DATE FILED ~' P A 1 7 0 1 3 Correspondent's e-mail addressausanhartmanl~Pa.net 1192 BEAR CREEK ROAD LEICESTER NC 29748 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041125 15056041125 434 W. MAIN STREET WALNUT BOTTOM PA 17266 SIGNATUg~ OF PREPARER OTHER THAN REPRESENiATNE! DATE 15056042126 REV•151x1 EX DBcedeM's Soaal Security Number MARION E. LAPP 2 0 8 2 4 1 0 8 9 DecetlenCa Name RECAPITULATION 1. Real estate (Schedure A) ...................................... .. i. 2. Stocka aid Bonds (Schedule B) ................................ .. 2. 3. Ck'sely HeM Corporation, PaMership or Sole?roprletorship (Schedule C) ... .. 3. 4. Mortgages 8 Notes Receivabk: (Schedule D) ...................... .. 4. 5. Cash, Bank Deposila 8 MisceNerreous Personal Properly (Sdredub E) ..... .. 5. 8. JaMly Owned Properly (Schedule ~ ^ Separate Billing Requested ..... .. 6. 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ..... .. 7. 8. Total Gross Asrots (total Lures 1-~ ........................... 8. 2 0 9 4 7 5, 0 0 0, 0 0 3 5 6 9 3, 7 5 0, 0 0 1 0 4 6 4 5, 2 5 3 4 9 8 1 4, 0 0 9. Funeral Experrees & Administrative Coats (Schedule hq ................ 9. 10. Debts of DaoedeM, Mortgage Liab9idea, 8 Hens (SClradula I) ............ 10. 11. Total OWucdars (total Unes 9 8 10) ........................... 11. 12. Nat value of Estate (Lkre s minus Line t 1) ......................... 12. t 3. Charitable and Govemmentel Bequesbl5ec 9113 TrusLa for which an ekatlon to tax has not been made (Schedule J) .................. 13. 1 5 3 2 5, 6 4 3 4 6 1, 4 6 zs~s~,1o 33 1 02 6,9 0 5 0 0 0. 0 0 3 2 6 0 2 6 9 0 14. Nat Value SubJsct to Tax (Lkre 12 minus Line 13) ..... . , 14. , TAX COMPUrAT10N -SEE INSTRUCTIONS FOR APPLICABLE RATES t 5. Amount of Line 1a tare at the spousal tax rate, or transfers order Sec. 9116 0 0 0 t5 0 0 0 (a)(1.2) X.0 _ , . , ts. Amount of Line 1a taxable 3 2 6 0 2 6 9 0 1 4 6 7 1 2 1 at lineal rate X .045 . 16. , 1T. AmountaunetataxaWe 0 0 0 o 0 0 at s~lirg rate X .12 , t~, , t8. Amoum of one 14 taxable 0 0 0 0 0 0 ateolkteralrate X.75 , is , 19. Tax pue ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1 4 6 7 1, 2 1 Side 2 15056042126 15056042126 J REV•i5e0 EX Pie a File Number 11 r19 /iA 71 Decedents Complete AddlrBSS: "" """ DECEDENTS NAME MARION E. CAPP ____ STREET ADDRESS 204 SILVER SPRING ROAD __ _ CRY -~~ ~~ STATE ZIP MECHANICSBURG PA 17050 Tax Payments and Clnediffi: t. Tax Due (Page 2 Line 19) 2. CrediLSlPaymems A. Spousd Poverty Credit _ (t) 14 671.21 B. Price Payments 13.600.00 C. Discount 715.77 TotalCredits(A+B+C) (2) 14,315.77 3. InteresflPendty if applicable D. Interest E. Penally Total IMerestfPendty (D+E) (3) 0.00 4. If Line 2 is greater than line 1 +Line 3, enter the d'rffererae. This is the OVERPAYh~WT. Flg M oval on Pager 2, LNre 20 eo request a refund. (4) 0.00 5. ff Line 1 +Line 3 is grader Than Line 2, enter the difference. TNs is the TALI DUE A. Enter the interest on the tax due. (5) 355.44 (`~) B. Enter the told d Line 5 +5A. This is the BALANCE DUE (58) 355.44 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSYYER TWE FOLLOVYING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Dkl daxxfent make a transfer end: Yes No a. retain the useorincomedthepropertytransferred. ••~~~~~•~~~~•~•~ •~•~•••••• •~~•~~•~~•~ .......................... ..... b. retain the right to designate who shall use the property lransfemed a its income : .......................... ^ ..... c. retain a reversionary interest; a ........................................................................................... ..... ^ ^ d. receive the promise fa life d either payments, benefits or rare? .................................................. ..... 2. If death occurred after December 12,1962, did decedent transfer properly within one year d death without receiving adequde consideration? .................................................................................. ..... ^ 3. Did decedent own an'in trust for' a payable upon death bank account a secudty d his or her death? .... ..... ^X ^ 4. Did decedent own an Individual Retlremerd Aecourd, annuity, a other narprobate property which contains a benefidary designdion? ............................................................................................. ..... © ^ IF THE ANSWER TO ANY OF THE ABOVE GUESTION813 YES, YW MUST COMPLETE SCHEDULE Q AND FILE R AS PART OF THE RETURN. Fa dates d death on a after Juty 1,1994 and before January 1,1995, the lax rate imposed on the net value d transfers to a fa the use d the surviving spouse Is throe (3) percent (72 P.S. §9116 (a) (1.1) (i)], Fa dates d death on a after January 1,1995, the tax rde imposed an Ule net value d transfers m afa the use d the surviving sporree is zero (0) pemeld [J2 P.S. §9116 (a) (1.1) (k~J. The atatule does not exerr~ a transfer to a surviving spouse hen tarn, andthe ataWtay requlremeits fa disclosure d assets and tiling a tax reNm are sfill applicable evenrf the suMving spouse is the only benefidary. Fa dates d dea0r on a after Juty t, 2000: The tax rate imposed on the net value d transfers from a deceased ch8d twedy~arle years d >~ a younger d death M a for the use d a natural parent, an adoptlve parent a a stepparent d the child Is aero (0) percent [/2 P.S. §9116(a~1.2)]. The tax rde impi>sed on the net value d transfers to a for the use d the decedents Nn~l berlaficiates Is four and one-hall (4.5) percent except 8S rated In 72 P.S. §9116(1.2) [y2 P.S. §9116(aN1)]. The tax robe imposed at the net vdue d lranafarslo a for the use d the decedarrCs siblings is twelve (72) percent [72 P.S. $9t tli(a)(1.3)]. A sibling Is defined, ands Section 9102, e$ an individual who has d kraal one parent in common with the decedent, whefiia b'1 blood a adoptbn. REV-'1502 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE FILE NUMBER All real properly owned solely or as a tenant in common must he reported at (air market value. Fair market value is defined as exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both hating reasonable kn 08 be ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 204 SILVER SPRING ROAD 146,727.00 MECHANICSBURG, PA 17050 2. 208 SILVER SPRING ROAD MECHANICSBURG, PA 17050 TOTAL (Also enter on line 1 62,748.00 Pf more space a needed, insect addilbnal sheeb of the same sael REV-1508 EX ~ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Indude Iheproceeds of litigatbn and the dale fhe proceeds wem received b/ the estab. All Properly piMlyovmed with rgM of survivorship must he discbsad on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~, PNC DEMAND DEPOSIT ACCOUNT # 5003114129 1,803.09 [SEE ATTACHED PNC LETTER] 2. PNC SAVINGS ACCOUNT # 5003208934 6,795.34 [SEE ATTACHED PNC LETTER] 3. ALLSTATE REFUND CHECK 68.03 4. SUN LIFE FINANCIAL 238.82 5. CHA REFUND 1,811.50 6. VERIZON REFUND 10.97 7. HIGHMARK REFUND 210.00 8. COMMONWEALTH OF PA PROPERTY TAX REFUND 500.00 9. US TREASURY TAX STIMULUS CHECK 300.00 10. CITIBANK REFUND 28.00 11. MASON & HAMLIN GRAND PIANO 4,000.00 [SEE ATTACHMENT] 12. THE REGINA CLOCK CO. ANTIQUE CLOCK 17,500.00 [SEE ATTACHMENT] 13. TRAIN COLLECTION 1,428.00 [SEE ATTACHMENT] 14. PERSONAL PROPERTY LOCATED AT RESIDENCE 1,000.00 TOTAL (Also enter on line 5, Recapitulation) I E (If more space is needed, insert additional sheets of the same sae) REV-1510 EX + (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON•PROBATE PROPERTY MARION E. LAPP 21 08 0423 This ad~edule must be complaled and filed ti the arlswerto arty dquestions i through 4 an the reverse side of the REV•1500 COVER SHEET 5 yes. ITEM NUMBER DESCRIPTION OF PROPERTY ixcwoE nExnuE OF iREIRFNSFEREE, l11EIR Rannoxaar ro oECmEHrnRO 111E MlE0F1WWSFEA RTiOGHRG[IPYOF iHEOffD FORRHL EBTRTE DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION nFnrPLicne~E~ TAXABLE VALUE 1. VANGUARD SHORT TERM INVEST GRADE FUND 24,967.62 100. 24,967.62 ACCOUNT # 0039/ 09952330942 [SEE ATTACHED] 2. ALLSTATE ADVANTAGE PLUS #GA0595892 27,138.71 100. 27,138.71 [SEE ATTACHED] 3. SUN LIFE FINANCIAL IRA # KA12792724-01 52,538.92 100. 52,538.92 [SEE ATTACHED] TOTAL (Also enter on Tine 7 Recapitulation) I S 104,645.25 !H mnm enaro in naoAaA ineak aAAainnal ¢Iwele M Ma ¢Rma anal REV-1511 EX+(12-99) COMMONWEALTH OF PENNSYLVANIA INHERfTANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARION E CAPP 21 08 0423 Dahls of decedent must la reporbd on Schedub L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 8. ADMINISTRATIVE COSTS: ~ Personal Representative's Commissions Name of Personal Representative (s) Social Security Numller(suEIN Number of Personal Represanbtive(s) _ Street Address City Sfab Year(s) Commission Paid: p, AtiomeyFees DUNCAN & HARTMAN, PC 3, Family Ezemptial: (If deoedeM's address is not the same as daimanCs, atlach explanation) Cbimam Sheet Addmss City Sfab Relationship of Claimant to Decedent 4. PrebateFees REGISTER OF WILLS 6 I Accountant's Fees 6. I Tax Retum Preparefs Fees 7. I CUMBERLAND LAW JOURNAL LEGAL AD 8. SENTINEL LEGAL AD 9. HELD IN RESERVE TOTAL (Also enter on line 9, Recapitulatlon) I S (H more space b needed. irreert addilbnel eheeb ortne same ~) Zip Zip 14,244.00 356.00 75.00 150.64 500.00 REV-1512 EX + (12-03) SCHEDULEI DEBTS OF DECEDENT COMMONWEALTH OF PENNSYLVANW , INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT , ESTATE OF FILE NUMBER MARION E. CAPP 21 08 0423 Report debts incurred by the decedent prior to death vArith remained unpaid as of the date of death, including unreimbunred medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. COMCAST 14.09 2. VERIZON 56.66 3. PPL 110.14 4. SUSQUEHANNA INTERNAL MEDICINE 57.33 5. SUSQUEHANNA OIL COMPANY 105.00 6. CHASE 171.74 7. VERIZON 27.96 8. SUSQUEHANNA OIL 201.57 9. PPL 31.36 10. SUSQUEHANNA INTERNAL MEDICINE 18.70 11. PPL 28.69 12. HAMPDEN TOWNSHIP 94.40 13. HAMPDEN TOWNSHIP 94.40 14. VERIZON 15.65 15. PPL 30.70 TOTAL (Also enter on line 10, Recapitulation) I ; (If mon; space's needed, insert addilronal sheets of the same sim) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARION E. CAPP Decedent's Name Schedule I -Debts of Decedent, Mortgage Liabilities, 8 Liens 21 OS 0423 File Number ITEM NUMBER DESCRIPTION AMOUNT 16. WESTFIELD INSURANCE 644.00 17. PPL 37.19 18. MARIE HUBER -REAL ESTATE TAXES 484.11 19. MARIE HUBER -REAL ESTATE TAXES 1,068.89 SUBTOTALSCHEDULEI 2~234,1g GRANDTOTALSCHEDULEI E 3,292.58 REV-1513 EX+(9-00) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES MARION E. CAPP n uc U4L3 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Llat Trashe(s) OF ESTATE t TAXABLE DISTRIBUTIONS [nciude outrgM spousal distributions, and transfers under Sec. 9776 (a) (1. j2 ] 1. DAVID E. CAPP Lineal 434 W. MAIN STREET 50% SHARE WALNUT BOTTOM, PA 17266 TRAINS & CLOCK 2. ROBERTA E. ARRANT Lineal 1192 BEAR CREEK ROAD 50% SHARE LEICESTER, NC 29748 3. SHANNON GRIPPEN Lineal WALNUT BOTTOM, PA 17266 GRAND PIANO 4. RONALD J. CAPP Lineal 5,000.00 685 MOORE'S MOUNTAIN ROAD MECHANICSBURG, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON UNES 15 THROUGH 16, 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 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET f 0.00 (If more space is needed, insen additional sheets of the same size) ~C~je ~.a~t ~iIi anb ~E~tattter~t of MARION E. LAPP I, MARION E. CAPP, of Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the Government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this will or otherwise. 3. I give and bequeath my train collection to my son, DAVID H. CAPP. 4. I give and bequeath my grandfathers clock to my son, DAVID H. CAPP. -1- 5. I give and bequeath my grand piano to my step-granddaughter, SHANNON A. GRIPPEN. 6. I give and bequeath the sum of Five Thousand ($5,000.00) Dollars to my stepson, RONALD J. CAPP. 7. All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath in equal shares to my son, DAVID H. CAPP, and my daughter, ROBERTA E. ARRANT, absolutely and in fee simple. 8. Lastly, I nominate, constitute and appoint my son, DAVH) H. CAPP and my daughter, ROBERTA E. ARRANT, to be Co-Executors of this my Last Will and Testament and in the event for any reason either is unwilling or unable to act as executor, the other shall act as sole executor and I direct that no bond or other security be required of my personal representative to guarantee faithful performance of their duties. IN WITNESS WHEREOF, I have hereunto set my hand and seal this,~',j~(day of September, 2005. ~~ ~`~~ ]-~~-_~~SEAL) anon app v v Signed, sealed, published and declazed by the above-named Marion E. Capp, as and for her Last Will and Testament, in the presence of us who have subscribed our names hereto as witnesses at the requesYof said testatrix, in her presence and in the presence of each other. ~~ //~~ -2- it ln~aL~ PNCBANK LoriA RobertsonlCansumer/PGHIP NC 05105/2008 03:12 PM Name Marion E Capp (Deceased) SS# 208-24-1089 DOD 04-08-2008 OiL00 4 / d u- Oti-99 206A To Beth Eppley/COnsumedSCP/PNC~PNC cc bcc Subject capp marion a date of death balances ACCOUNT NUMBER * DATE OF DEATH BALANCE + ACCRUED INTEREST Dda # 5003114129 $ 1,803.09 + S 0.01 Svg # 5003208934 $ 6,795.34 + S 2.14 If you've selected the balances to be sent to the "Branch" they will only be sent to the requestor via Lotus Notes. My leadership opens windows to the exploration and [he advancement within the corporation as well as ouselves. Keith A Bowman, RPT BOWMAN'S PIANO SERVICE 1020 Red Road, Harrisburg PA 17110 717-599-7782 bowmanpiano@comcast.net 7-12-08 Elaine Arrant 1192 Beaz Creek Rd Lester NC 28748 Mason & Hamlin grand piano examined at: 204 Silver Springs Road Mechanicsburg PA 17055 _ ~ (" / Y.i MODEL <' SERIAL ''~ % '~~`~ `~_ MFG ~ J /~ / _, CONDITION: FINISH /r ~U ~' . STRUCTURE ACTION ~f~-'i~ir" BACK ACTION f 'd > !" ORIGINAL BENCH? OTHER COMMENTS OVERALL CONDITION j~ ~~^,z,- ~ ~_ '• n ~ ~r r~ - r / ~ ~~ 1 ~ ~ 5l^ . ~ ~ ~ ~.~ V ~'~ i ~-'t T-~ c.a-.L~ ESTIMATED VALUE ~~~~ r~~". _"~~ "~ PI~VO~RF.D IIII l~c~m~c~~l:~ vuno recxn¢uue em~o ~ppraisa~I' OLD TIMERS ANTIQUE CLOCKS Box 392 CAMP HILL, PENNSYLVANIA 17001.0392 (717) 761.1908 TO WHOM IT MAY CONCERN. This is to certify that we are engaged in the purchase and sates of American, German, English, Dutch and French antique clocks. We are certified appraisers: Antique (~~ 0163 Appraisal Association of America We herewith certify that we have this day carefully examined the following listed and described articles, the property of: NAME MRS. I~ARIQ_(~_C. ADDRESS ZD4_ SILVER SPRING ROAD, MECHANtr•catrRG+-~-A~. ).-ZOn3~ - Gh'e estimate the value as listed For insurance or other purposes at the current retail value, excluding %'ederal and other taxes. In making this Appraisal, we DO NOT agree to purchase or replace the articles. APPRAiSEli VALLE FROM 1894 UNTIL 1912, THE REGINA CLOCK CO. OF ! RAHWAY, NJ MANUFACTURED (SOLD) CLOCKS WITH MUSIC BOX MECHANISMS IN THE LOWER CASE. THE CLOCK AND CASE WERE ACTUALLY MADE BY OTHER COMPANIES AND THE MUSIC BOX WAS INSTALLED BY THE REGINA CO. THq FIRST REGINA CLOCKS WERE FROM GERMANY (7HE LINZKI~RCH CLOCK COMPANY CF LEIPZIG~AND SOON THEY USED THE SETH THOMAS CLOCK COMPANY OF CONNECTICUT AS THEIR EXCLUSIVE CLOCK MAKER. THE ZS 1/2 DISCS AT FIRST PLAYED VARIOUS TUNES AND LATER THEY ADAPTED 7HE DISCS TO ACTIVATE ONLY THE STRIKING TONES FOR THE CLOCK. TOTAL PRODUCTION OF ALL OF THEIR MUSICAL TALL CASE CLOCKS WAS LIMITED TO ABOUT ZOO. S0, THIS 1S A V RY RARE CLOCK. THIS FINE CLOCK STANDS OVER EIGHT FE T TALL AND IS IN EXCELLENT CONDITION. HAVING BEEN CAREFULLY RESTORED MECHANICALLY BY A MASTER CLOC REPAIRMAN AND RUNNING WELL, IT 1S NOW WORTH (IN THE RETAIL CLOCK MARKET) APPROXIMATELY'--°--------- $lI, SOLID MAHOGANY CASEr BRASS ENGRAVED PENDULUM BOB 7W0 WEIGHTS ON CHAINS. GLASS DOOR INSET;BRASS SETH THOMAS CLOCKWORKS°EIGHT-DAY CLOCK MECHANISM WITH HAND CRANKED MUSIC BOX WORKS IN LOWER CASE PROVIDING TWO DAY PLAYING CYCLE. 'Che foregoing Appraisal is made with the understanding that the Appraisr;r assume:; respect to any action that may he taken on the basis of this Appraisal. OLD TIMERS ANTIQUE CLOCKS-KE~Po'ETihi~MAt~dl~x, pnsr(~arFTnR The following items aze located at the former residence /estate of Mrs. Marion E. Capp, 204 Silver Springs Road, Mechanicsburg. Approximated values aze given by Wagner & Sons, Inc. 28 E. Willow Street, Cazlisle, PA. 1979 Lionel Limited Edition Series, Quaker City Limited Train Set Item # 6-1971 $335.00 1981 Lionel Limited Production, Maple Leaf Limited Train Set Item # 6-1158 $435.00 1990 Lionel Limited Production, Lionel Anniversary Train Set Item # 6-11715 $293.00 Lionel Christmas Aquarium Caz Item # 6-26752 $55.00 The Village Trolley Company, Trolley Set Item # 6-11809 $85.00 Sylvester and Tweety Handcar Item # 6-18421 $60.00 Lionel Christmas Train Set Item # 6-21944 $165.00 ~~ :. _ ~~~ N E CAPP ILVER SPRING RD ,NICSBURG PA 17050-2850 SACTION ACTIVITY !March 31, 2008, year-to-date Page 1 of 7 TRANSACTION DETAIL 800-662-2739 - vvww.vanguard.com o (800)662-6273 - W Client Services Tele-Account :rd Short-Term Investment-Grade Fund Investor Shares Fund / Account no. 0039 / 09952330942 de date Transaction description ___ Dollar amount Share price Shares transacted Total shares owned Balance on 12/31 /2007 $ 24,967.62 $ 10.65 2,344.377 '31 Income dividend ACH 103.38 2,344.377 '29 Income dividend ACH 97.21 2,344.377 '31 Income dividend ACH 98.77 2,344.377 Balance on 3/31 /2008 $ 24,967.62 $ 10.65 2,344.377 '-to-date Short-term gains / Purchases / Total cost basis / 30-day Share Trade Distribution Mme dividends Long-te__rm gains Redemptions Average cost per share yield ~ price date payable date $ 299.36 $ 0.00 $ 0.00 $ 25,406.62 4.16 % $ 10.66 3/28/2008 4/01 /2008 0.00 0.00 10.84 BARD SHORT-TERM INVESTMENT-GRADE FUND Fund /Account no. 'OR SHARES 0039 / 09952330942 alter this Invest-By-Mail slip. MARION E CAPP ruw.vanguard.com or call to change your address. check $ ^,^^^,^^^•^^ nouns $ ^~~~^^r^^^.^^ 392 09952330942 3~6 70 Make checks payable to: The Vanguard Group - 0039 THE VANGUARD GROUP PO BOX 13750 PHILADELPHIA PA 19101-9897 OOOOOOOI581G21t7 2 I- I 000293 293 IOAC M1 I nuw nw unnn a nui m n uunn a uunu a uuun unu n u nm ,,~statea Allstate Life Insurance Company PO Box 80469 Lincoln NE 68501-0469 April 17, 2008 Telephone: t-800-755-5275 Fax: i-866-628-1006 MARION E CAPP Your Representative 204 SILVER SPRINGS RD MECHANICSBURG PA 17050-2858 CHRISTOPHER C. DINATALE PNC INSURANCE SERVICES, INC 331 BRIDGE ST NEW CUMBERLAND PA 17070-2189 (717)774-8743 Allstate® Advantage Plus #GAO595892 As you requested, we have processed the following withdrawal. Your withdrawal has been electronically transferred according to your instructions. Withdrawal Information: Gross Annuity Value as of 04/17/08 $27,206.74 Gross Withdrawal Amount $68.03 68.03 Electronic Transfer Amount $68.03 Remaining Annuity Value as of 04!17/08 $27,138.71 As required, the taxable amount of this distribution will be reported to the Internal Revenue Service on Form 1099R- A copy of this form will be mailed to you by January 31 of the next year. Please retain this information for your financial and tax records. If you (lave any questions about this transaction, please contact your representative, or call 1-800-755-5275. We value our relationship with you and look forward to continuing to help you achieve your long-term financial goals. 1 X267H21 F.N01 ~,~t~~ March 13. 2008 Marian E Capp 204 Silver Spring Rd MieichanicslbIiuifrfg, Yl!A11 1.'705!!0-238y58 ``1 11 ~n~ll~f n~'~enil iiff~nufEel~ul uli~ely i~ellua~ff~llniE RE: Contract Annuitant: Contract Qualification: Contract Number: Contract Issue Date: Dear Ms. Capp: l;s Marion E Capp Individual Retirement Account KA 12792724-O1 December 31, 2007 We are writing to notify you of important information regazding your Required Minimum Distribution (RMD) for tax year 2008. Your RMD for 2008 is $2,388.13 and it must be distributed to you by December 31". Since you are currently enrolled in our Automatic Distribution Program, your RMD check will be forwarded based on the option you have selected. Your 2008 RMD will thus be automatically withdrawn by December 31, 2008. 1) Year End Account Value: $52,538.92 2) RMD Basis Value: $52,538.92 Effective January 2006, the IRS has instructed that RMDs be based on the entire interest under the annuity contract. This entire interest is shown above as the RMD Basis Value and is your account value plus the value assigned to future benefits. You will be affected by this change only if your RMD Basis Value is higher than your account value because this increases your RMD amount. We calculated your RMD based on either the IRS Uniform Lifetime Table (ULT) or the Joint and Last Survivor Table. Using the Joint and Last Survivor Table will result in a lower RMD amount and is used when the sole designated beneficiary is your spouse who is more then ten yeazs younger than you. If this younger spouse calculation currently applies to you, and you change your beneficiary designation during 2008, you should contact us at the number below, as the Internal Revenue Service (IRS) requires us to recalculate your RMD using the ULT. MDBSHSYZ.KOl 6.n I ih Pfnniv6 ill u..~ nl Y4 Wvllaelav Hillu. MA 074ft1