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HomeMy WebLinkAbout01-21-0915056041147 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 7 1 1 13 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 025 14 3391 10 22 2007 08 15 1924 Decedent's Last Name Suffix Decedent's First Narne MI SMITH MURIEL (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 X 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise ', :i. Federal Estate Tax Return Required (date of death after 12-12-82) --~ X 6 Decedent Died Testate ~ Decedent Maintained a Living Trust ~ 3. Total Number of Safe Deposit Boxes (Attach Copy of Wlp (Attach Copy of Trust) __ 9. Litigation Proceeds Received I 10. Spousal Poverty Creda (date of death ~ 1.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 1'AX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number AMY M. MOYA 717 652 7323 Firm Name (If Applicable) L. O. OF SUSAN E. LEDERER First line of address 5011 LOCUST LANE Second line of address City or Post Office HARRISBURG State ZI? Cade PA 17109 Correspondent'se-mail address: Amy@LedererlaW.COm 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. SfIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN / DA I,~)~~-rf~,: I~nnr~:ln ~nn ~~~_ ~ Wendy Karen Smith ~ / Oy 320 rowel) Drive, Camp Hill, PA 17011 SIGNA,T E OF PRE R ER THAN REPRESENTATIVE DATE - Am M. Mo a J Y Y ~/~5/ O ~' 5011 Locust Larre, Harrisburg, PA 17109 Side 1 12EGISTEI~F WILLS U&60NLY s~ -- ~ ~-~ - r _~ ~._:~ ~;} _'~ _ y_ _~ `D FILED , _- _ -T ; .I *~ 15056041147 ],5056041147 REV-1500 EX Decedent's Name: iii U ~ l e i $ Ill I t it RECAPITULATION 1505607220 1. Real Estate (Schedule A) ...................................................................................... 1. 2. Stocks and Bonds (Schedule B) ..............................__............................._............. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages ~ Notes Receivable (Schedule D) ..............................__........................ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) .............................___...........................__..... g. 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 10. Debts of Decedent, Mortgage Liabilities, ii Liens (Schedule I) ................................ 10. 11. Total Deductions (total Lines 9 & 10) ................................................................. 11. 12. Net Value of Estate (Line 8 minus Line 11) ............................._........................... 12. 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. 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 .00 0 0 0 15. 16. Amount of Line 14 taxable 5 2 9 4 6 7 9 16 at -ineal rate X .045 , . . 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19. Tax Due ............................................................. . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15D5607220 (Decedent's Social Security Number 025 14 3391 0.00 2,968.21 1,330.92 68,398.82 72,697.95 17,466.93- 2,284.23 19,751.16 52,946.79 52,946.79 0.00 2,382.61 0.00 0.00 2,382.61 1505607220 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-07-1113 DECEDENT'S NAME Muriel Smith STREET ADDRESS 101 Maple Avenue -_ CITY - ---- Camp Hill STATE ZIP PA ~ 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InteresUPenalty if applicable p. Interest E. Penalty (1) 10,300.00 119.13 Total Credits (A + B + C) (2) Total Interest/Penalty (D + E;1 (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theDVERPAYMENT. (4) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) q. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 2,382.61 10,419.13 8,036.52 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN 1'HE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. I 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? ........................................................... I j ^x 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?......... ~] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................................................. ................... ~J ^ 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 statutedoes 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 beneeficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling 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-7502 FJt+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 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 which is jointlyowned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 House and Lot located at 101 Maple Avenue, Camp Hill, Pennsylvania, Parcel No. 0.00 10-21-02770175, titled to Muriel Smith - At this time we are unable to provide a value as the real estate has not been sold yet. We will file a supplemental return for the real estate as soon as possible. Please suspend the assessment of tax on this asset. TOTAL (Also enter on Line 1, Recapitulation) I 0.00 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleA (Rev. 6-98) Rev-1508 EX+ (8-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Regular Share Account No. 876440038 held at PSECU, titled to Muriel Smith 11.66 (accrued interest $0.01) 2 check from Cooks Illustrated (subscription refund) 24.50 3 check from Comcast (refund of cable service) 32.05 4 household goods 500.00 5 1994 Saturn S-Series, titled to Muriel Smith (sale price) 2,100.00 6 check from US Treasury - (rebate stimulus payment) 300.00 TOTAL (Also enter on Line 5, Recapitulation) I 2,968.21 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX+ (6-98) SCHEDULEF COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 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. Wendy Smith 320 Prowell Daughter Camp Hill, PA 17011 B. C. JOINTLY OWNED PROPERTY: 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 JOINTLY-HELD REAL ESTATE. DATE OF' DEATH ALOE OIF ASSE % OF DECD'S INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1 A 10/3/2002 Regular Share Account No. 8767440038 2,?105.40 50.000% 1,152.70 held at PSECU, titled to Muriel Smith 8r, Wendy K. Smith (accrued interest $1.21) 2 A 10/3/2002 Checking Account No. 8767440038 held 356.43 50.000% 178.22 at PSECU, titled to Muriel Smith 8~ Wendy K. Smith (accrued interest $0.07) TOTAL (Also enter on Line 6, Recapitulation) I 1,330.92 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rev-1510 EX+(6-98) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 This schedule must be completed and filed'rf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER D I I N PR PERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET °h OF= OECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 IRA Certificate of Deposit No. 8767440038 held at 53,080.56 100.000 53,080.56 PSECU, Muriel Smith, owner, Wendy K. Smith, Holly J. Smith, and Corey D. Smith, beneficiaries (accrued interest $150.56) 2 IRA Certificate of Deposit No. 9254145858 held at 15,318.26 100.000 15,318.26 PSECU, Muriel Smith, owner, Wendy K. Smith, beneficiary (accrued interest $45.61) TOTAL (Also enter on Line 7, Recapitulation) I 68,398.82 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 FJ(r (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 Debts of decedent must be reported on Schedule 1. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees Law Offices of Susan E. Lederer 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 7,314.17 3,500.00 4. Probate Fees Register of Wills of Cumberland County 309.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 6,343.76 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 17,466.93 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 ITEM NUMBER DESCRIPTION AMOUNT 1 Hetrick Funeral Home, Inc. 6,664.17 2 Rabbi Kessler (honorarium) 400.00 3 Funeral Luncheon 250.00 4 PP8~L (electric bill -November 2007 to present) 1,058.00 5 Pennsylvania American Water (water bill -November 2007 to present) 81.14 6 Hampden Township (sewerltrash bill) 435.10 7 Register of Wills - (filing fee for inheritance tax return 8~ inventory) 30.00 8 Cumberland Law Journal - (estate advertising) 75.00 9 Carlisle Sentinel (estate advertising) 102.76 10 Household Repairs - (paint, carpet, etc) 3,463.45 11 Register of Wills - (additional short certificate) 4.00 12 Suburban Propane - (fuel bill -November 2007 to present) 217.21 13 ACP Home Services - (repair of gas line) 67.50 14 Patriot News - (advertise sale of house) 574.60 15 Erie Insurance Company - (final car insurance payment) 6.00 16 Erie Insurance Company - (homeowner's insurance) 193.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 ITEM NUMBER DESCRIPTION AMOUNT 17 Commonwealth of Pennsylvania - (vehicle registration) 36.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Muriel 21-07-1113 Include unreimbursed medical expenses. ITEM TE vA NUMBER DESCRIPTION OF EATH 1 Metro Medical Services (bill for wheelchair van) 100.65 2 PPSiL (electric bill) 67.87 3 Verizon (telephone bill) 158.44 4 Patriot News (final bill for subscription) 25.05 5 Marie Hubner - (real estate taxes) 411.36 6 Marie Huber - (real estate taxes) 1,450.01 7 Community Lifeline EMS - (ambulance) 60.00 8 Pennsylvania American Water Company - (water bill) 10.85 TOTAL (Also enter on Line 10, Recapitulation) I 2,284.23 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COM ANIA H RT E BENEFICIARIES N E ANC TAXRETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Smith, Muriel 21-07-11 13 NUMBER NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE PERSON(S) RECEIVING PROPERTY Do Not List Trustee s (Words) ($$$) I~ TAXABLE DISTRIBUTIONS [include outright spousal distributions and transfers , under Sec. 9116(a)(1.2)] 1 Wendy Karen Smith Daughter 25,552.13 320 Prowell Drive Camp Hill, PA 17011 2 Holly Jan Smith Daughter 13,697.33 46 Rue Marte 92110 Clichy France 3 Corey David Smith Son 13,697.33 46 Burr Road Higganum, CT 06441 Total 52,946.79 Enter dollar amounts for distributions shown above on lines 15 through 18, as approp riate, on Rev 1500 cov er 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-1!i00 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule) (Rev. 6-98) Last Will and Testament ~OnM Lr' U Muriel Smith I, Muriel Smith, a resident of Camp Hill, Cumberland County, Pennsylvania, revoke any prior wills and codicils made by me and declare this to be my Last Will and Testament. Ar~ticie t)ne Family Information I have three children. Their names and dates of birth are: Wendy Karen Smith, born on August 6, 1952 Holly Jan Smith, born on May 20, 1954 Corey David Smith, born on June 24, 1960 All references to my children in my will are to these children. References to my descendants are to my children and their descendants. Article Two specific-arrd-~nera~ uin Section 2.01 Disposition of Tangible Personal Property I give all my tangible personal property, together with any insurance policies covering such property and claims under such policies in accordance with a "Memorandum for Distribution of Personal Property" or other similar writing directing the disposition of such property, which shall be dated and signed by me. I intend that the writing qualify to distribute my tangible personal possessions under applicable state law. Page 1 Section 2.02 Contingent Distribution of Tangible Personal Property I give any tangible personal property not disposed of by a written memorandum to my children, in shares of substantially equal value, to be divided among my children as they shall agree. In case my children do not agree upon the division of the property within a reasonable time not to exceed 6 months after my death, my :Executor shall sell the property and distribute the net proceeds equally among my living children. My Executor shall incur no liability to any party for any decision made by my Executor with respect to either the division or sale of my tangible personal property, and any decision made by my Executor shall be final and binding on all of my beneficiaries. Section 2.03 Definition of Tangible Personal Property For purposes of this Article, my tangible personal property sYiali include but not be limited to my household furnishings, appliances and fixtures, works of art, motor vehicles, pictures, collectibles, personal wearing apparel and je;welry, books, sporting goods, and hobby paraphernalia. Section 2.04 Encumbrances and Incidental Expenses of Tangible Personal Property My Executor shall distribute property under this Article subject to liens, security interests or other encumbrances on the property. My Executor shall pay, as an administration expense, the reasonable expenses of storing, packing, insuring, transporting and otherwise caring for my tangible personal property until actual delivery of each article of property to the appropriate beneficiary. Article Three Section 3.01 Definition of My Residuary Estate All the remainder of my estate, including property referred to above that is not effectively disposed of, shall be referred to in my will as my "residuary estate:." Section 3.02 Disposition of My Residuary Estate My Executor shall divide my residuary estate into shares as follows: Page 2 Name Wendy Karen Smith Corey David Smith Holly Jan Smith Relationship Share daughter 40% son 30% daughter 30% I give each share to the beneficiary outright. If a beneficiary is deceased, I give the share to the other beneficiaries pro rata. If there are no other beneficiaries my Executor shall distribute the share as provided in Article Four entitled "Remote Contingent Distribution." Article Four Remote Contingent Distribution If, at any time, there is no person or entity qualified to receive final distribution of my estate or any part of it, then the portion of my estate with respect to which the failure of qualified recipients has occurred shall be distributed to those persons who would inherit it had I then died intestate owning the property, as determined and in the proportions provided by the laws of Pennsylvania then in effect. Article Five Designation of Executor - Section_5.D1- Executor _.r I name Wendy Karen Smith as my Executor. If Wendy Karen Smith fails or ceases to act as my Executor, I name Corey David Smith as my Executor. Article Six General Administrative Provisions The provisions of this Article apply to my probate estate. Page 3 Section 6.01 No Bond No Fiduciary shall be required to furnish any bond for the faithful performance of the Fiduciary's duties. If a bond is required by any law or rule of court, no surety shall be required on such bond. Section 6.02 Fiduciary Compensation An individual serving as my Fiduciary shall be entitled to fair and reasonable compensation for the services rendered as a fiduciary. A corporate fiduciary shall be compensated by agreement with an individual Fiduciary or, in the absence of an individual Fiduciary or in the absence of an agreement, in accordance with the corporate fiduciary's published schedule of fees in effect at the time the services are rendered. In addition to receiving compensation, my Fiduciary may be reimbursed for reasonable costs and expenses incurred in carrying out its duties under my will. Section 6.03 Determination of Principal and Income The Pennsylvania Uniform Principal and Income Act shall govern beneficiaries' rights among themselves in matters concerning principal and income. If the Pennsylvania Uniform Principal and Income Act contains no provision concerning a particular item, my Fiduciary shall determine in a fair, equitable and practical manner what shall be credited, charged, and apportioned between principal and income. Section 6.04 Distributions to Incapacitated Persons and Persons Under Twenty-Five Years of Age If my Executor is directed to distribute any share of my probate estate to any beneficiary who is under the age of 25 years or is in the opinion of my Executor, under any form of incapacity that renders such beneficiary unable to administer distributions properly when the distribution is to be made, my Executor may, as Trustee, in my Executor's discretion, continue to hold such beneficiary's share as a separate trust until the beneficiary reaches _ the aee of 2~ or~vercomes the~ncapac~itv___11~Iy~xenutQr~ilLthen_distribute~uch beneficiary's trust to him or her. While any trust is being held under this Section, the Trustee shall pay to the beneficiary for whom the trust is held such amounts of the net income and principal as the fiduciary determines to be necessary or advisable for the beneficiary's health, education, maintenance and support. Upon the death of the beneficiary before that time, the Trustee shall distribute the trust, including any accrued and undistributed income, to my then :living descendants, per stirpes. If I have no then living descendants the property shall be distributed under the provisions of Article Four entitled "Remote Contingent Distribution." Page 4 Section 6.05 Representative of a Beneficiary The guardian of the person of a beneficiary may act for such beneficiary for all purposes under my will or may receive information on behalf of such beneficiary. Section 6.06 Ancillary Administration In the event ancillary administration shall be required or desired and my domiciliary Executor is unable or unwilling to act as an ancillary fiduciary, m;y domiciliary Executor shall have the power to designate, compensate, and remove the ancillary fiduciary. The ancillary fiduciary may be either a natural person or a corporation. My domiciliary Executor may delegate to such ancillary fiduciary such powers granted to my original Executor as my Executor may deem proper, including the right to serve without bond or surety on bond. The net proceeds of the ancillary estate shall be paid over to the domiciliary Executor. Section 6.07 Delegation of Authority; Power of Attorney Any Fiduciary may, by an instrument in writing, delegate to any other Fiduciary the right to exercise any power, including a discretionary power, granted the Fiduciary in my will. During the time a delegation under this Section is in effect, the ]Fiduciary to whom the delegation was made may exercise the power to the same extent as if the delegating Fiduciary had personally joined in the exercise of the power. The delegating Fiduciary may revoke the delegation at any time by giving written notice to the Fiduciary to whom the power was delegated. The Fiduciary may execute and deliver a revocable or irrevocable power of attorney appointing any individual or corporation to transact any and all business on behalf of the trust. The power of attorney may grant to the attorney-in-fact al:l of the rights, powers, and discretion that the Fiduciary could have exercised. Section 6.08 Merger of Corporate Fiduciary If any corporate fiduciary acting as my Fiduciary under my will is merged with or transfers substantially all of its trust assets to another corporation or if a corporate fiduciary changes its name, the successor shall automatically succeed to the position of my Fiduciary as if originally named my Fiduciary. No document of acceptance of the position of my Fiduciary shall be required. Page 5 Article Seven Powers of My Fiduciaries Section 7.01 Grant of Powers My Fiduciaries may perform every act reasonably necessary to administer my estate and any trust established under my will. Specifically, my Fiduciaries may exercise the following powers: They may hold, retain, invest, reinvest and manage real or personal property, including interests in any form of business entity, and policies of life, health and disability insurance, without diversification as to kind, amount or risk of non-productivity and without limitation by statute or rule of law. They may partition, sell, exchange, grant, convey, deliver, assign, transfer, lease, option, mortgage, pledge, abandon, borrow, loan, contract, distribute in cash or kind or partly in each at fair market value on the date of distribution, without requiring pro rata distribution of specific assets and without requiring pro rata allocation of the tax bases of such assets. They may hold in nominee form, continue businesses, carry out agreements, and deal with themselves, other Fiduciaries and business organizations in which my fiduciaries may have an interest. They may establish reserves, release powers, and aba~idon, settle or contest claims. They may employ attorneys, accountants, custodians of the trust assets, and other agents or assistants as deemed advisable to act with or without discretionary powers and compensate them and pay their expenses from income or principal or both. 7GCtioi7 1.02 Fiduciaries' Pa'r•~iei'3 r~-ct In addition to all of the above powers, my fiduciaries may, without prior authority from any court, exercise all powers conferred by my will or by common law or by any fiduciary powers act or other statute of the Commonwealth of Peruisylvania or any other jurisdiction whose law applies to my will. My Executor shall have absolute discretion in exercising these powers. Except as specifically limited by my will, these powers shall extend to all property held by my fiduciaries until the actual distribution of the property. Section 7.03 Alternative Distribution Methods My Fiduciary may make any payment provided for under my will ;rs follows: Page 6 Directly to the beneficiary; In any form allowed by applicable state law for gifts or transfers to minors or persons under a disability; To the beneficiary's guardian, conservator, agent under a durable power of attorney or caregiver for the benefit of the beneficiary; or By direct payment of the beneficiary's expenses, made in a manner consistent with the proper exercise of the fiduciary's duties hereunder. A receipt by the recipient for any such distribution shall fully discharge my Fiduciary. Article Eight Provisions for Payment of Debts, Expenses and Taxes Section 8.01 Payment of Debts and Expenses I direct that all my legally enforceable debts, secured and unsecured, be paid as soon as practicable after my death. Section 8.02 No Apportionment Except as otherwise provided in this Article or elsewhere in my will, my Executor shall provide for payment of all estate, inheritance and succession taxers payable by reason of my death ("death taxes") from my residuary estate as an administrative expense without apportionment and shall not seek contribution toward or recovery of any death tax payments from any individual. Section 8.03 Property Passing Outside of My Will Except as to Qualified Retirement Benefits, death taxes imposed with respect to property included in my gross estate for purposes of computing the tax and passing other than by my will shall be apportioned among the persons and entities benefited in the proportion that the taxable value of the property or interest bears to the total taxable value of the property and interests received by all persons benefited. The values as finally determined in the respective tax proceedings shall be the values used for th.e apportionment of the respective taxes. Page 7 Section 8.04 Tax Elections In exercising any permitted elections regarding taxes, my fiduciaries may make such decisions as they deem to be appropriate in all the circumstances and my fiduciaries shall be under no duty to make any compensatory adjustment as a co~ISequence of any such election. My Executor may also pay such taxes or interest and dezil with any tax refunds, interest, or credits as it shall deem necessary or advisable in the interest of my estate. Article Nine Definitions and General Provisions Section 9.01 Definitions For purposes of my will and for the purposes of any trust established under my will, the following definitions shall apply: (a) Adopted and Afterborn Persons A legally adopted person in any generation and his or her descendants, including adopted descendants, shall have the same rights and shall be treated in the same manner under my will as natural children of the adopting parent, provided such person is legally adopted prior to attaining the age of 18 years. A person shall be deemed to be legally adopted if the adoption was legal in the jurisdiction in which it occurred at the time that it occurred. (b) Descendants The term "descendants" shall include a person's lineal descendants of all generations. (c) Fiduciary My "Fiduciary" or "Fiduciaries" shall refer to my J=;xecutor. My "Executor" shall include any executor, ancillary executor, administrator, or ancillary administrator, whether local or foreign and whether of all or part of my estate, multiple Executors, and their successors. (d) Legal Representative As used in my will, the term "legal representative" means a person's guardian, conservator, personal representative, executor;, administrator, Page 8 Trustee, or any other person or entity personally representing a person or the person's estate. (e) Per Stirpes Whenever a distribution is to be made to a person's descendants per stirpes, the distribution shall be divided into as many shares as there are then living children of such person and deceased children of such person who left then living descendants. Each then living child shall receive one share and the share of each deceased child shall be divided among such child's then living descendants in the same manner. (f) Shall and May Unless otherwise specifically provided in my will or by the context in which used, I use the word "shall" in my will to command, direct or require, and the word "may" to allow or permit, but not require. In the context of my Trustee, when I use the word "may" I iintend that my Trustee may act in its sole and absolute discretion unless otherwise stated in my will. (g) Other Definitions Except as otherwise provided in my will, terms shall be a:; defined under Pennsylvania law. Section 9.02 Survivorship Presumption If any beneficiary shall be living at my death, but die within 30 days thereafter, then such beneficiary shall be deemed to have predeceased me for all purposes of my will. Section 9.03 General Provisions The following general provisions and rules of construction shall apply to my will: (a) Singular and Plural; Gander Unless the context requires otherwise, words denoting the singular may be construed as plural and words of the plural may be constnied as denoting the singular. Words of one gender may be construed as denoting another gender as is appropriate within the context. The word "or" when used in a list of more than two items may function as both a conjunction and a disjunction as the context requires or permits. Page 9 (b) Headings of Articles, Sections, and Subsections The headings of Articles, Sections, and subsections used within my will are included solely for the convenience and reference of the reader. They shall have no significance in the interpretation or construction of my will. (c) Governing State Law My will shall be governed, construed and administered according to the laws of the Commonwealth of Pennsylvania as from time to time amended. Questions of administration of any trust established under my will shall be determined by the laws of the sites of administration of such trust. (d) Notices Unless otherwise stated, whenever my will calls for notice, the notice shall be in writing and shall be personally delivered with proof' of delivery, or mailed postage prepaid by certified mail, return receipt requested, to the last known address of the party requiring notice. Notice shall be effective on the date personally delivered or on the date of the return receipt. If a party giving notice does not receive the return receipt but has proof that he or she mailed the notice, notice shall be effective on the; date it would normally have been received via certified mail. If notice is required to be given to a minor or incapacitated individual, notice shall be given to the parent or legal representative of the minor or incapacitated iindividual. (e) Severability The invalidity or unenforceability of any provision of my will shall not affect the validity or enforceability of any other provision of my will. If a court of competent jurisdiction determines that any provision is invalid, the remaining provisions of my will shall be interpreted and construed as if any invalid provision had never been included in my will.. I, Muriel Smith, having signed this Will in the presence of~,s~,,,~ ~, L.~Q,~-e.-~ and ~~ G<<~~~"~ ~'~11;~i .~ who attested it at my request on this day, 1l , 2006 at Harrisburg, Pennsylvania, declare this to be my Last Willa d Testament. ;. _ ~ •~uriel Smith, estatrix Page 10 The above and foregoing Will of Muriel Smith was declared by Muriel Smith in our view and presence to be her Will and was signed and subscribed by the said Mut•iel Smith in our view and presence and at her request and in the view and presence of Muriel Smith and in the view and presence of each other, we, the undersigned, witnessed and attested the due execution of the Will of Muriel Smith on this day, _ ~~~ ~ ~ ~ 2006. , • residing at - residing at r I ~ `~ ) ~ - ~~, ~~ /1 L ~~ I•`? (I PENNSYLVANIA SELF PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I, Muriel Smith, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by Muriel Smith, the testatrix, this day, C ~ 1 ~ , 2006. _ ~ ~~ s ,, uriel Smith, Testatrix b' .ti Nota Public COMMONWEALTH OF PENNSYLVANiH Notarial Seal Am M. Maya, Notary Public Lower Paxton Twp., Dauphin Countyry My Commission Expires Jan. 29, 206g Member, Pennsylvania Assoriation of hio;rries Page 11 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We, S~sw-, ~ ~~o ,~, ~ and ~~i ~ ,~.(,,~ 1„t,r,,~~ c~ ,the witnesses whose names are signed to the attached or foregoi g instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each sulbscribing witness in the hearing and sight of the testatrix signed the will as a witness; anti that to the best of our knowledge the testatrix was at that time 18 or more years of a~;e, of sound mind, and under no constraint or undue influence. ~ ~, Witness ~~ ~ ,,\ fem. - ~C._ ( Wit ~. ss \~ ;~ ~, Notary blic COMMONWEALTH OF PENNSYLVANIA Notarial Seal Amy M. Moya, Notary Public Lower Paxton Twp., Dauphin Coun My Commission Er,pires Jan. 29, 208 Member, Pennsylvanls Association of Notaries Page 12 FIRST CODICIL TO THE WILL ~~-~-~~ ~ p~ OF MURIEL SMITH I, MURIEL SMITH, of Harrisburg, Dauphin County, Pennsylvania, declare this to be a First Codicil to my Will dated April 11, 2006. FIRST: I revoke Section 2.02 of Article Two of my Will acid substitute therefor the following new Section 2.02: ARTICLE TWO Specific and General Gifts Section 2.@2 Contingent Distribution of Tangible Pe~rsanal Property I give any tangible personal property not disposed of by a written memorandum to my children, to be divided among my children as they shall agree, in the following shares: Wendy Karen Smith 50% Holly Jan Smith 25% Corey David Smith 25o/a, In case my children do not agree upon the division of tl~ie property within a reasonable time not to exceed 6 months after my death, my Executor shall sell the property and distribute the nest proceeds among my living children as indicated by the above percentages. My Executor shall incur no liability to any party for arty decision made by my Executor with respect to either the divisior.~ or sale of my tangible personal property, and any decision made by my Executor shall be final and binding on all of my beneficiaries. SECOND: I add a new Section 2.05 to Article Two of my Will as follows: ARTICLE TWO Specific and General Gifts Section 2.05 Specific Distribution of Residence As soon as practicable after my death, my Executor shall sell my residence located at 101 Maple Avenue, Camp Hill, Cumberland 1 County, Pennsylvania, and distribute the net proceeds to my children as follows: Wendy Karen Smith 50% Holly Jan Smith 25% Corey David Smith 25% If one of my children is deceased, I give his or her share to my surviving children, pro rata. If all of my children are deceased, my Executor shall distribute the net proceeds from the sale o:f my residence as provided in Article Four entitled "Remote Contingent Distribution". THIRD: In all other respects, I confirm and republish my Will dated April 11, 2006. I signed this First Codicil to my Will on ~'t,~1,V~ (~ ~ 2(107, 1V1 RIEL SMITH On the date last above written, we saw MURIEL SMITH, in our presence, sign the foregoing instrument at its end. She then declared it to be a First Codicil to her Will and requested us to act as witnesses to it. We then, in her presence and in the presence; of each other, signed our names as attesting witnesses, believing her at all times herein mentioned to be of sound mind and Memory and not acting under constraint of any kind. C~-. c~~~~;~~~rc~, `~~~ j~~~( ~~ `fir--~-~, ~~~ ~,~ `~ `\ 1 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN We, ~~~ ~ . ~' Iy'~(~t and 5.15..-, G~ .1..~ eS. ~„-„- ,the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law do depose and say that we were present and saw the Testatrix sign and execute the instrument as a First Codicil to his Last Will; that the Testatrix signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the will as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mi~id and under no constraint or undue influence. ~~l ~ n ~s ~ r -1--'<~ G~ I, MURIEL SMITH, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a First Codicil to my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~Z~ ~~~-- KIEL SMITH, TESTATRIX Subscribed and sworn to and acknowledged before m by MURI:EL SMITH, the Testatrix, and subscribed and sworn io before me y vh~ ~o`-t a and ~~~..--~ ~ 1.._~e.r-e.~, witnesses, on .~t.~ (~ '007. ,~ N a 'c ( '~} \' ..J cor,~rnaNUfr.;~,i_~~ ~ U!= ~-L„.„i~YL.VFti~ia i'yiii:Y7lai rj881 W Jargrrrli:~- t~A. i,iir!rc~..t<, ~acr~r~y Puiaic La~a~~r Nwicfurt "!'+~~.r.; ,}ia~yi tirr Guuriy MyComr~~is,~i~rn i';c;;k:~;;;~~t. ~S, ~0'i4 Ddernher, Pr~rnsyl,rinia ,-s.-ociat~c:n of F„otarir~s l~dl ei ~rc~ Io-ai-a~~--i~1s THIS DEED, MADE THE ~• • day of ~f(~~ in the year of our Lord one thousand nine hundred ninety seven (1997) BETWEEN MICHAEL S. SLEBODNIK and TRISANN M. SLE:BODNIK, husband and wife, Grantors and MURIEL S1`1ITH, Grantee WITNESSETH, that in consideration. of EIGHTY-SEU'EN THOUSAND THREE HUNDRED SEVENTY-ONE AND 00/100----------------($87,371.00} Dollars, in hand paid, the receipt whereof is hereby acknow]-edged, the said grantors do hereby grant and convey to the said grantee, ALL THAT CERTAIN tract or parcel of land anal premises, situate, lying and being in the Township of Hampden, in the County of Cumberland and Commonwealth of Pennsylvania, more particularly described as follows: BEC]iN1VING at a point in tl~.e southeast corner of the inte-rsectior_ of Maple Avenue and Green Street; thence southwardly along the eastern line of Maple Avenue 80 feet to a point in the northern line of Lot I~;o. 38 on the hereinafter mentioned Plan of Lots; thence eastwardly along the northern line of Lot No. 38, 150 feet to a point; thence northwardly, parallel with Maple Avenue 80 feet to a point in the southern line of Green Street; thence westwardly along the southern line of Green Street, 150 feet to a point, the .place of BEGINNING. LEING LOT NO. 39 on the revised plan of Maple Avenue, Oaltwood nar'r~, as r:~ccrued in Plar_ Look 3, Page 5~, Cumberland County Records. i HAVING thereon erected a single family stone ranch type dwelling }~:nownyand numbered as 101 Maple Avenue, Camp Hill , fCi ... I r•..:+ 1'+.3 LCr JS+ :4-- ~+ rF ~ ~ •,~ ~} s::i.. ?.. L..• ;go- C:: ~ '- '-,+ ~ --: • ••.S o-' ,.i :. • Y• ~j ~ f I • • 1 rf.'+ ~. r•• f..~ `r7 i"1 1-.:. cJ «; ~i ~t~Ci( ~.~~ PI,~E ~ cn Jr~ -.s ,.~ J ~ry -i: __ 4n4~ .;.. : ~ ~ . :.~ ` •.::J : C:1 ..,:i G•J Cr; l.L' L'i:-1 ~•,7 C.11 l".+7 1',.3 rJ. ~-.,. C_+1 .~ r_n Ct•. 1_. ~~;r r s ~•.7 a'.+Y K:Ct ' ~ _. ~~~ ~U ':t C~ ~~ .' ++ .-. ..' ,.~, ~, .~ ~ f TI _~ + rn ;: ~ I~ UNDER AND SUBJECT to the same rights, privileges, agreements, rights-of-way, easements, conditions, exceptions, restrictions, and reservations as exist by virtue of prior recorded instruments, plans, deeds o£ conveyances or visible on the ground. BEING THE SAME PREMISES which Michael S. Slebodnik and Trisann M. Deimler, joint tenants with right of surviorship, by Deed dated January 13, 1993 and recorded June 1, 1993 in the Recorder of Deeds Office in and for Cumberland County, Pennsylvania, in Deed Book 36-H, Page 911, granted and convened. unto Michael S. Slebodnik and Trisann N1. Slebodni.l:, husband and wife, tenants by the entireties, grantors herein. And the said grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said grantors and seals the day and year first Signed, Sealed and Delivered in t2,e Presence of .~ 1 STATE OF PF~SYLVANI~ . COUNTY O F !Y1 ~ s s . have hereunto set their hands above writ t- en . J MSC E S. SL BODNIK RISANN M. SL~EgpD~ ~~ On this, the 3~~ day of V~.u~s~-- 1997, k~efore me, undersi ned officer, the g personally appeared MICHAEL S. SLEBODNIK and TRISANN M. SLEBODNIK known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal Notarial Seal ,Ian Rayless, Notary Public N~mpdafn Twp., Cumberland County Rey Apmlfill~ylOn f=xpiros May 28, 2001 @I~1,~r, Pann~ylvAfitM AilltElrstfun pt Noterl6e $t?01( ~~~ P~Gt ~)~6 '~~CURED LAND ~`RANSFci?:, INC. ~ n _//~/_/_ x'1'1 I do hereby certify that the precise residence: and complete post office address of the within grantee is: ` ~P~ ~UQ~(,Cfl,.~ ~f~' ~~.C-ern fh'lI P~9- ~ ~l U~Q 3 ~ 19 9 7 . P ~ ~,~ !r1 U(I ~ Agent COMMONWFA TH OF PENNSYLVANIA: SS. COUNTY OF ;~ , RECORDED on this .,~ day of ~~.1f A.D. 1997, in the Recorder's office of theFsaid County, in Deed Book ~~_ Vol:,--- Page ~~'~ Given under my hand and seal of the said office, the date above written. Recorder ~UUI1 ~ ~ t"flit ~ r r `~c.+tie~lz ~ I PSEC~k December 10, 2007 Account # 8767XXXXXX & 9254XXXXXX AMY M. MOYA C/0 SUSAN E. LEDERER LAW OFFICE 4811 JONESTOWN RD SUITE 226 HARRISBURG, PA 17109 Dear MS. MOYA: I ~~-,-~ The following is the status of MURIEL SMITH's primary account (8767XXXXXX) ~sith PSECU as of the date of death. Joint Owner's Name WENDY K. SMITH ADDED 10.03.2002 AS JOINT TENANT W/ROS Date of Death 10.22.2007 Date of Birth 08.15.1924 Share Description Open date Balance Accrued Dividend S 01 Regular Shares 01.10.1986 $ 2,304.19 $ 1.21 S 04 Checking 06.12.1991 356.36 0.07 C50 24 Month IRA Certificate 10.03.2006 52,930.00 150.56 Loan 'Description. Open Date Balance Accrued Interest I: 09 VISA 05.15.1996 $ 0.00 $ 0.00 The dividend earned from January 1, 2007 through the date of death was $8.5. We do nat have safe deposit boxes for our members.. The following is the status of MURIEL SMITH's prefix account (9254XXXXXX) vrith PSECU as of the date of death on October 22, 2007 Joint Owner's Name NONE Share Description Open date Balance Accrued Dividend S O1 Regular Shares 09.28.2006 $ 11.65 $ 0.01 C50 24 Month IRA Certificate 10.03.2006 15,272.65 45.61 The dividend earned from January 1, 2007 through the date of death was $0.10. If you have any questions, please call 234-8484 in HaiYisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ~+ , .j'~ / ~`~-' Meac e Fairfa I Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Moin Address: 1 Credit Union Place, Harrisburg, PA 171 10-2990 • 717.234.8484 800.237.7328 ~ _ Mailing Address: P.O. Box 67013, Harrisburg, PA 1 71 06-701 3 • 71 7.777.2100 (TDD) 800.472.1967 (TDDj This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender wWW.pS@CU.COm .a Q~ r -.~ r :. O w O O O r 0'~ i• O r O r r O r L.(7 r r, ~ a~ R~ "i' w ~~: '~;c t--~ °. a m ~ ~ O O „~ t C ~ _ m ° ~ ~ ~ ~~ x- m; ~ a~ H o Z : ~ aaa~ _~_. r-: -., ~- ~' CO S ,~ ~` l~ D~,..t ,~ ~~. s. ~~ ~-.s° ~. ~~~ O~~'~- ~,m_ , '.O ~-~-~--. ~~D. -~~ ~~x~~ -~s,,, ~~~ ._r S ~~~ a a ~ ~~ ~~~~~~z _* v _CNTt O r`O ':fi y „ ~_~ ~iK: . Hf .y ~~ it r.' s _~ ~~ O ~~, S~ ~ r , I +~-.-, s _~ ~ _ .. r - DEPARTMENT OF TRANSPORTATION I` ~'~ . ' ~ . CERTIFICATE OF TITLE FOR 'A VEHICLE ~° '151 _ _-___. _ _ .__ _. 950261'B3100013t7-00.1 .:- ;~ I 1G8ZH5599RZ362013 I 94 I SATl1RN ( 48D7751140:L SM - VEHICLE IDE NTIFICATIONHUMBER YEAR MAKE OF VEHICLE I -. TITLE NUMBER SD N II , ~ ~ I I ~ I I I .; BOOY TYPE . I D - SEAT CAP ~ UNLADEN WEIGHT z GVWR GCWR I TITLE BRANDS 1/26/5 I 1/26/`i5 I I ,,:1/26/95- 1 00044 ` D DATE PA TREED DATE'OF ISSUE PRIOR TITLE STATE ODOM: PROCD. DATE ODOM. MILES f ODOM S7PTU5 ;I 9 ' ODOMETER TATlS -a '~ - - I D~:ACPJAL MILEAGE - :. - .. 1 -: t-.. MILEAGEEXCEEGS THE Ml:CHANIGAL ' "'T Y~'tJ0'f THE ACTUAL M0.EAGE - i I' 3. NOT THE ACTUAL MILEAGE DDOM~TER ` - - - TAMPERING VERIFIED " a - ~' ~ - .. «.ExEMPT FROlA ODOMEfEfI9iGCL0EURE ^ REGISTER ED OWNER(S) _ _ -TITLE'BRAFIO:i ' ` t T MURIEL SMITH ° q-ANTIOUE'VEHICLE •„ ~ 105Q.LA ~NOOD - .~. ... _ 3 ~ c -CLASSIC vEwcLE ,.. F . OUT: OF COUNTRY ~ ~• :: ' 1~ DR `- i . .G-ORIGINALLVrMFGD,FOF~~iNON US , ~ 3 - - H A R R I S B U R'G P A ;171 Q 9 ~ DISTRIBUTION H~ AGRICULTURAUVEHICLE _ yy ~ - 'I l--LOGGING VEHICLE 53 ~ f P ~ FORMERLY A POLICE YEHICLE R-,RECONSTRUCTED , R, - - :. ~ ~ S -~ STREET ROD qW - - ` ~\ ".T.-RECOVEREDTHEFTVEHICLE - . - '~ ~ V -VEHICLE CONTAINS REIS5UE0 VW ~ ' _ ~ ~ : w -FLOOD VEHICLE ~:~ .. . .. ' !~ FlRST LIEN FAVOR OF: ~ ' ~ ` ~ X - FORMERLY A TAXI :' ~ .._ ~ SECOJJD LIEN fAVOR~DF: .~ ` ' . _ ,: :~ ' ~ 1 , ._ ~% ~ ~ - - ~ If a secontl benholder Is listed, upon sefiafectlon of the ~'~firsf'Iien~'ihe first . - ~ - penholder must forward this Title to the $ureau of Motor. Vehlclesl wFth.the - ' ~ ' ~- FlRSTUEN RELEASED ~ ., ~ , .. DATE appr rlate form and fee. .: ~ - ~ AUTHORIZED REPRE ENTATIVE SECOND LIEN RELEASED DAT - ." r. ,~rf rM _* ..~... e.'1 . ~.r. .d^~'-.~ -~...w;'R~TS...r~ .ru.> i ~3..ts'..7.a;• a. ,. _.. .. ... _... - ._.,.= ~ ~ _ MAILING ADDRESS . BY '- AUTHORZED REPRESENTATNE MURIEL SMITH ~ 1L~50 LAKEWOOD DR E HARRi56URG PA 17109 _ ~~ _. I I ,I t, ~ _- - - - `I. tH f F f ' ~", ~ ~ :. ;:. BRADLEY l' MALLORY ACTLNG' ~ ~ '' cer y as o t e date o issue, the oHlcialrecords~ot the PennsyNan a Department of Transportat'xulrellect that the,peraon{s)o(comparry namedherein is the lavvfulowner _ i ~ _ t ~- ~of the said vehicle. - - - - _. . 5ecretary.Df Transportation ~ , ~' ..SUBSCRIBED AND,SWORN ~ ~ ~ ~ Wken appyfng'lor fillewkh a to-owner,othx"than.yolir-spouse,~chack JMe of , Ab - y~4r ~ ~ ': TO BEFORE ME ': Ih e.Moeks. If ro bbck is ehecked; titlewill 6a.ksuatl as 'TernMsincommon" ] = ~ MO DAV vEAR 'A ~ JDlnt SereNa with RIgM of Survivorship ton dealh'4f~oneowner. tllle goes . ~; ~ ,. - to the survivkJq tnvnerl: ~ - ~ - ~ , . ~ ~8 ~O Tenants in Comltwn (an death of one:owner; Interact of deceaJ:ed owner : _ .. - _ ,>:. goes-ro hie or her heirs or eatatel. _ SIGNATURE OF PERSDN ADMUJISTERING OATH LIEN ~_ y ~ DATE:f. :tF NO L7EN CHECKBIDX ~.: .n`,' ~' - FIRSTj1ENH0U)ER: ~~ ~ ` •- NAMF Y ` ~ J s > F~ Q s Ety~;l W ~ W , STREET - ~ ~~~ - '. Cm, e: .... _ j b ~~ f~' _ STATES ZIP - - ~` UEN Jr NO UEtJ ` - DATE £- GHECK B J% The undersigned hereby makes apdicati0n for Certl/lcale of Tttle to The vehicle descTib tl . ~ J _ e above, subject to the encumbrances and.other legal claims aet:forth here. SECOND UENHOIDER J NAME= y ~a $t: . -- ~ SGNATURE OF APPUCANTOR AUTHORIZED SIGNER STREET . . CITY ` - J ~ ~q,~ 1 7 'SIGNATURE OF CO-APPLICANT/TITLE OF AUTHOR2E0.81GNER - - .- - STAT i 21P r _. ., .. 1L Q { r O: °a ~ •~ o~ ~ , a., ~ ee a ~~ ~ ~- • .. v fI lY ~ ::~ ~! ^~ : ~-t~~. + a ... ti-~~ ~. ~~, .r. :=-.- =r ~_~- 11~4 'i~ ASP.. ~~ .~,:1.~P p-... ~..,r ty,a ~:x ~i :~ ~4~L ~_ x f"`;P , elC+ '~ n ' ~" I7_F ~ ~~ '~t: ~~~~~ n -i ~~O ~~~~o ~o Rz ~ ~~~AO ~ ~~0~ ~~~ „'3 ~~~z~ ~~ ~ . _~o~~ ~~~,~ n M~ L+J r~ (V^J1 J ~^ J =ii- ~+PP,= •~ L 11 ."{nr. ••4 ~ -r~- ~~ti~s •L = `` ~~ Y~;k ~" ~. ~~l= ~ =44- f;..'-~ _ ~'t~ P.....z z~P y_, ~. ~ :1 i',- ~O) '~ V O ~"~ __ `"~ ~- 1 ~ ~~~ 9 w N _i ~~~~ ~, Imo..-, s ~,"" ,~ „r~ ~ Did you receive ~_ ~~~ SC)CIAL SECURITY' BENEFITS LAST' ~(EAR~' Even if you are not otherwise required to file a tax return, you may still_be entitled to an economic stimulus payment from the federal`government. WHAT YOU COULD GET: You could receive a payment of $300 for individuals or $600 if you are married and file a joint tax return with your spouse. Eligible taxpayers who qualify for a payment ~ may receive°an additional $300 for each,qualifying child. To qualify a child. must be under age 17 as ~ of December 31, 2007. .WHAT YOU NEED TO DO: All you have to do to get the stimulus payment is file a 2007 IRS.Form 1040 or Form 1040A and report at least $3,000'in qualifying income on tine form. You can include j «~;~q,~. the amount.. of your SSA benefits to'qualify for the stimulus payment. ~. QUALIFYING INCOME: Add the amount of your Social Security benefits to other qualifying income, such as wage earnings or certain benefits paid by,the Departmenf;of Veterans Affairs, to reach-.the $3,000 requirement. However, Supplemental Security Income ~;SSI) does not count as qualifying income for the stimulus payment. WHAT YOU FILL OUT: You will. enter your name, address, Social Security Number, and filing status on the form. Then just enter'the amount of benefits reported to you in January orr Form 1099-SSA on Line 14a of Form 1040A or Line'20a of Form 1040. If you don't have Form 1099-SSA, you can estimate your`Social Security benefits by taking the monthly amount you received last year and multiplying it by the number of months-.you received a check. If you need to include wage, earnings to reach the $3,000 qualifying level, enter that amount on Line 7 of Form 1040A or 1040. In addition, you should write the words'."Stimulus. Payment"' at the top of the 1 D40A or 1040.', IS THE STIMULUS PAYMENT TAXABLE NEXT YEAR? No! WILL THIS PAYMENT AFFECT THE AMOUNT OF SSA BENEFITS YOU RECEIVE? No! WHEN WILL I RECEIVE MY PAYMENT? The IRS will begin mailing checks in early May. FOR MORE 1NFORMATION: In late March 2008, the IRS will. mail a packet of informatbn to recipients of Social Security benefits who did not file. a tax return.last ye,~r. The packet will contain .guidance to help you claim the stimulus payment. 1f you'need information in the interim, you can visit the IRS web site at www.IRS.gov. ~~ IRS d DepaMrenlINMe Treasury _ Inbmal R.r.nu. Sella A .:... ..:....:.:.. .~ wrn.6e.yev .:,::',--. ...,,'-~qs~ Publlcanon X6&112-2000) - Sc~z~~.~~ F ; PSEC~ December 10, 2007 Account # 8767XXXXXX & 9254X:XXXXX AMY M, MOYA C!0 SUSAN E. LEDERER LAW OFFICE 4811 JONESTOWN RD SUITE 226 HARRISBURG, PA 17109 Dear MS. MOYA: The following is the status of MURIEL SMITH's primary account (87677LXXXXX) ~~ith PSECU as of the date of death. Joint Owner's Name WENDY K. SMITH ADDED 10.03.2002 AS JOINT TENANT' W/ROS Date of Death 10.22.2007 Date of Birth 08.15.1924 Share Description Open date Balance Accrued Dividend .~- S 01 Regular Shares 01.10.1986 $ 2,304.19 `.6 1.21 S 04 Checking 06.12.1991 356.36 0.07 C50 24 Month IRA Certificate 10.03.2006 52,930.00 150.56 Loan !Description. Open Date Balance ,Accrued Interest I; 09 VISA 05.15.1996 $ 0.00 ;$ 0.00 The dividend earned from January 1, 2007 through the date of death was $8.5. We do not have safe deposit boxes for our members.. The following is the status of MURIEL SMITH's prefix account (9254XXXXXX) with PSECU as of the date of death on October 22, 2007 Joint Owner's Name NONE Share Description Open date Balance Accrued Dividend S Ol Regular Shares 09.28.2006 $ 11.65 $ 0.01 C50 24 Month IRA Certificate 10.03.2006 15,272.65 45.61 The dividend earned from January 1, 2007 through the date of death was $0.10. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, ,/' / "~-~ Meac e Fairfa I Member Service Representative Filiance Support Unit Pennsylvaniia State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 171 10-2990 • 717.234.8484 • 800.237.7328 ~ Mailing Address: P.O. Box 67013, Horrisburg, PA 17106-7013 717.777.2100 (TDD) 800.472.1967 (TDD) This credit union is federally insured by the National Credit Union Administration. Equal Opportunity lender ww~nr.ncan, ~~,,, PSEC~k December 10, 2007 Account # 8767XXXXXX & 9254{XXXXX AMY M. MOYA C!O SUSAN E. LEDERER LAW OFFICE 4811 JONESTOWN RD SUITE 226 HARRISBURG, PA 17109 Dear MS. MOYA: The following is the status of MURIEL SMITH's primary account (8767XXXXXX) with PSECU as of the date of death. Joint Owner's Name WENDY K. SMITH ADDED 10.03.2002 AS JOINT TENANT W/ROS Date of Death 10.22.2007 Date of Birth 08.15.1924 Share Description Open date Balance Accrued Dividend S O1 Regular Shares 01.10.1986 $ 2,304.19 $ 1.21 S 04 Checking 06.12.1991 356.36 0.07 ~sCSO 24 Month IRA Certificate 10.03.2006 , 52,930.00 1SO.S6 Loan Description, Open Date Balance Accrued Interest L; 09 VISA OS.1S.1996 $ 0.00 $ 0.00 The dividend earned from January 1, 2007 through the date of death was $8.5. We do not have safe deposit boxes for our members.. The following is the status of MURIEL SMITH's prefix account (9254x:2::KXXX) with PSECU as of the date of death on October 22, 2007 Joint Owner's Name NONE Share Description Open date Balance Accrued Dividend S O1 Regular Shares 09.28.2006 $ 11.65 $ 0.01 ~CSO 24 Month IRA Certificate 10.03.2006 15,272.65 45.61 The dividend earned from January 1, 2007 through the date of death was $0.10. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, t' Meac e Fairfa Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 171 10-2990 717.234.8484 • 800.237.7328 Mailing Address: P.O. Box 67013, Horrisburg, PA 1 71 06-701 3 • 71 7.777.2100 (TDD) 800.472.1967 (TDD) This credit union is federally insured by the National Credit Union Administration. Equal Opportunity Lender wWW.p52CU.COm ~~~ ~` ,"j„~.x S~ ~i~ G , I -I~.-, ~ IRA D.N;SIGNATION OF BENEFICIARY ~ O Lr" U 77ae term IRA will be used below to mean Ti•adttional IRA, Roth IRA and SIMPLE IRA, unless otherwise specified IRA HOLDER'S NAME AND.4DDRESS IRf: TRUSTEE'S OR CI3STODiAN'SNANIE r1ND ADDRESS (~'~~ ~ I (~ t ~lGi, S~~ PSECU ATTN: IRA DEPT. _ PO Box 67013 ~ l~ Harrisbur PA 17106 ''Social Security Number Daterof$irth ;home Phone IRA ` AcgOuntldenafication 'I' fie ofIR.4 j Trusfeeis m Custodian's YI P 1 hone Number l _ t~~~ - i ~{ - 3 ~ t ~ _ ~l ~ s /~ 9~~ C~1 ~~ ~7s- cl ~! ~ ~ 7~ 7 y~ U0 ;3 ~ _ ~ SIMPtLE I]LA~ I- Roth 1RA (800)237-732$ ~ '' _ ': DESIGNATIONl4F8ENEFICIARY(ies) Please check one of the followirsg options. , REPLACE BENEFICIARY(IES) - I designate the individual(s) or entity named be]ow as my primary and/or contingent beneficiary(ies) of this IR.A and hereby revoke all prior beneficiary(ies) designations, if any, made by me. ADD BENEFICIARY(IES) - I designate the individual(s) or entity named below as m rim but does not re lace, the benefici o Y P arY and/or contingent beneficiary(ies) of this IRA. This list supplements, p ary(ics) previously designated by me on the date specified. (YVhen adding beneficiaries, if the share % of previously designated beneficiary(iesJ changes, restate all 6eneftciaries and the corresponding share % if the previous percentages are no longer correct.) ~- (Dorvmmt benefiaary(ies) are 1 fisted on) (ltue) If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary beneficiary. If any primary or contingent beneficiary dies before ~ me, his or her interest and the interest of his or her heirs shall terminate completely, and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata .basis. If more than one primary beneficiary is designated and no distribution percentages are indicated, the beneficiaries will be dcemed to own equal share percentages in tile [RA. Multiple contingent beneficiaries with no Shan: percentage indicated will also be deemed to share equally. If no primary beneficiary(ies) survives me, the contingent beneficiary(ies) shall acquire the designated share ofmy IRA. No. I NamtandAddress DateofBirth SOtlalSecnrity. N urnber Relationship Pnmafyor I Contingent Share.%,` i W t_r~ , t, 1. 1 .l ! 0/ (,~ a~ (t ~- I9~ y~f-8459 i~+~ cacct.~ x~ Primary s t 33 ~ ° ' Q ~~ I, ~ '1 ,~ Contingent ~ , ~ O I ~ t , . r, S l ~ f f o15~ I ~ l'' L~'1' 4y` Z~ t;~G~LGt l'1 '~~ ~ n i 3 ~ / s i o n ent 3 .... t'_. 3. ~ ' ~I~~l~d~~ ~ ~ 1~/' N 7'$`~~3 Sia/1 ~ Pnmary I -,n I ° ~ ~ /° -- t 6„fl ' J contingent -~•~ 3 I ~ I Pnmary e ° /o Contingent i ~ Primary 8 I Contingent f ~ b. i I I Pntttary I ~; Contingcnt ~ I SP6USALCONSEIV'F SIGNATURES :'h is section should be revietived if either the trust or the residence of the IRA holder is located in a community or marital property state and the IRA holder is married Important: Please read before signing. i . Due !o the important tax consequences oj' g:vtng up one's community property interest, individuals signing this section shhould consult with a competent tax or ' I understand that I may change or add beneficiaries at any time by completing and j legal advisor. CURRENT MARITAL STATUS deliverin p p g the ro er form to the Trustee or Custodian. The Trustee or Custodian I has provided no tax or legal advice to me regarding my beneficiary designations I Am Not Married - I understand that if I become married in the future I must . ~ , _ complete a new IRA Designation Of Beneficiary form. I Am Married - I understand that if I choose to designate a primary beneficiary `- other than my spouse, my spouse must sign below. I am the s ouse of the above-named IRA holder. I acknowledge that I have received a fair andpreasonable disclosure of my spouse's ro ert d fi i l bli i ~ p p y an nanc a gat o ons. Due to the important tax consequences of giving up my interest in this IRA, I have been advised to see a [ax professional. 1 herebyy ~~~ive the IRA holder any interest I have in the funds or property deposited ~ in this iRA and consent to the beneficiary designation(s) indicated above I assume i ' . full responsibility for any adverse consequences that may result. No tax or legal advice was given to me by the Trustee or Custodian. I I c ignazwto pouse (Daze) ~ ~` ~Cf'G'~7 - ' (Srgnazureof Wnnas) (Dazej ~ 1 (ntn Holder (Doe)( ~ II ~ I (~ ~I ' ~ Wi ' -- ---- ` ( tness) (Dazel ~ ~~-: ,t~ r ~~.~r ~_. kt~" Y ^~ IRA DESAGNATION OF BENEFICIARY ~ O p ~Op~ ""s """~""° "~'~ 77ce teen IRA will be used below to mean Traditional IRA, Roth IRA and SIMPLE IRA, carless otherwise specified. IR.4 EIOLDER'S N:4MEAND ADDRESS I ~-'^ IRA TRLESTEE'S OR CUSTODL4N`S NAlV'TE::AND A'llDRESS ~~~'i ~ ~ ~ ~`~ PSECU '_ ~~- ~ ATTN: IRA DEPT. PO Box 67013 ~~ '~ 1 ~ ~ i j Harrisbur PA 17106 'JOCCaISecuntylVUmber ~ llateofBirth J HomePhone ~' Type ofIItA iTrustee'sor;Custodian's; Actountldenfi5cation Phone Number __.. - _ < ~~~- ~ t{' 3S 7' j $/~S~~cla~ -117 q~S- ~~~ ~ Traditional IRA _ Rotl; IRA ~ ~~5~,-I ~ Sk~~ J SIIvIPLE IxP, ~i (800)237-7328 ~.. „_ _ r DE$LGNATIOI~I ©F BENEFICIr1~iY(ies) :Please check one of the following options. ' ~ REPLACE BENEFICIARY(IESI - I designate the individual(s) or entity named below as my primary and/or contingent beneficiary(ies) of this IRA and ]tereby revolve all prior beneficiary(ies) designations, if any, made by me. ADD BENEFICIARY(IES) - I designate the individual(s) or entity named below as my primary and/or contingent beneficiary(ies) of this IRA. This list supplements, ~ but does not replace, the beneficiary(ies) previously designated by me on th o date spectfied. (When adding bent ficiaries, if the share % of previously designated j beneficiary(ies) changes, restate afl beneficiaries and the corresponding share /o if the previous percentages are rto longer correct.) i (Doatmmt brnefiaary(ia) tUt Itsted on) (Date- ; If neither primary nor contingent is indicated, the individual or entity will be deemed to be a primary beneficiary. If any primary or contingent beneficiary dies before me, his or her interest and the interest of his or her heirs shall terminate completely, and the percentage share of any remaining beneficiary(ies) shall be increased on a pro rata basis. If more than one primary beneficiary is designated and no distribution percentagcs aze indicated, the beneficiaries vvill be deemed to own equal shae percentages in the ' IRA. Multiple contingent bene5eiaries with no share percentage indicated will also be deemed to share equally. If no primary beneficiary(ies) survives me, the contingent beneficiary(ies) shall acquire the designated share of my IRA. No. i ]Yame.andfAddress .' DattofBirth• _' Social security ' Nuruber• ~ ~< Relatitnshi ~ Prcmary or j ; p i' Contingent ;~ ` o Share ,o ~ ~ _ 1 _ ~ _ gj~ ~ (qS~ (14-'-/'% $'155 c~Ctc.151t-1=K~ ~~ry B t' VU °r° I ~ ' ~ ~' ~ Contingent j 2. {~ k ~ ~~>< 511of ~9S`( i~o Ig~fi• yY-b e .t.c~>,t~e~ ~ ~ ~~n' ~ % Contingent ~ e ~ 3 ~ ` I 1 I ~ (,J•a~{~t ~G (~ I~t.~,~lt~,S~C{(,3 ~.. ~~'~ ,~ Primary ~~ • ! . t ~ Contingent i 4. I Primary Contingent ~ 5. ~ Primary _,.__.~_ .__... __ _ ' II ~ ~ Contingent i 6. I P n~ry ~ I C i ; - ont j _ ngent I j _ < ; SPOUSAL CQNSE~fi't '' i7 '>SIONATU~tES '' ris section should be reviewed if either the trust or the residence of the IRA holder is located in a cotnnrunity or marital properly state and the IRA holder is married Important.• Please read before signing. ~ . ~. Due to the important tax consequences o{giving up one's community property interest, individuals signing this section should consult with a competent tax or I understan ~ d that I may change or add beneficiaries at any time by completing and 'legal advisor. CURRENT MARITAL STATUS ~I A Not M i d - I d d h deliverin t p p g he ro er form to the Trustee or Custodian. The Trustee or Custodian has provided no tax or legal advice to me regarding my beneficiary designations. m arr e un erstan t at if I become married in the future, I must complete anew IRA Designation OfBeneficiary form. - I ' I Am Married - I understand that if I choose to designate a primary beneficiary - other than my spouse, my spouse must sign below. ` I am the spOuse ofthe above-named IRA holder. I aclmowledge that I have received a fair and reasonable disclosure of my s ouse's ro ert and fi i l bli p p p y nanc a o gations. Due to the important tar consequences of giving up my Interest in [his IRA I have , been advised to see a tax professional. I herebyy slue the IRA holder any interest I have in the funds or property deposited in this I12A and consent to the beneficiary designation(s) indicated above. I assume I full responsibility for any adverse consequences that may result. No tax or legal advice was given to me by the Trustee or Custodian. 1 ~ ~• /A, ,, / ((~~~vv /~ / ~ ~ ' / ' J ~` v~+ !~ ' ~' / (StgnatureofSpouse) !Daze) ~ (Si naturcof Wit (ptpHoslda~ (Dace// ff r7 ~' r~ ` l) 1 g ness) ~~] - ~ (Witnasj (Da<ej 'zni nvtov~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 July 29, 2008 Susan E. Lederer 4811 Jonestown Rd. Suite 226 Harrisburg, PA 17109 Telephone (717) 787-3930 FAX (717) 772-0412 Re: Estate of MLIRIEL SMITH File Number 2107-1113 Dear Sir or Madam: This is in response to your request for an extension of time to file the Inheritance Tax'Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 01/22/09. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. C, ._ ~ _~~ 'ncerely, o Claudia Maffei, Supervisor C/ Document Processing Unit Inheritance Tax Division T c~ r-, ~ ;, ~' January 19, 2009 _ -`~ _.-~ ,.~ ~-- ' ..~, c : ~_, ~_ _-,, ~ - Register of Wills __ ~ ~~' ~ ~ _ ;., ~ ~ _ - Cumberland County Courthouse ._ _ ~-, _ •• ~ - ~, 1 Courthouse Square _ ~ Carlisle, Pennsylvania 17013 RE: ESTATE OF MURIEL SMITH SOCIAL SECURITY NO.: 025-14-3391 DATE OF DEATH: 10/22/2007 FILE NO.: 2007-01113 Ladies and Gentlemen: Enclosed for filing with your office please find two (2) completed Form REV-1500 with the following attachments: • One (1) copy of the Last Will of Muriel Smith; • One (1) copy of the First Codicil to the Will of Muriel Smith; and • Date of death valuations. Also enclosed for filing with your office is one (1) original Inventory for the above- referenced Estate, and a check made payable to Register of Wills in the amount of 30.00 for filing fees. Please advise if any additional fees or expenses are due with regard to this matter. One (1) additional photocopy of the front-page of the completed REV-1500 form and one (1) additional photocopy of the front-page of the completed Inventory for the Fstate have been provided. Please time/date stamp these copies as received and return them to me in the envelope provided. If there are any questions or further requirements regarding this return, please do not hesitate to contact me. Sincerely, ,~ / , L,' ~..,:.., Amy M. Moya Enclosures 5011 Locust Lane • Harrisburg, PA 17109 • Phone 717.652.7323 Fax 717.652..7340 • susan@ledererlaw.com www.ledererlaw.com 040708/EP-14 MAY 2008 o P E ©2008 LISPS rh,rs Aackaq~ng ~s the oroPeRl' ~ me u.~. r~~a, ,~....,.. ...w ... ~. _ . - -~ Misuse map be a violation of federal law . This packaging is not for resale. ~E~;v~`~;M+D ~.~~~~ V.. nt^nin^r~-.. .. _. ... 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