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HomeMy WebLinkAbout02-05-0915056041114 -' REV- 1 JUU EX (O6-OS) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburo PA 17126-0601 RESIDENT DECEDENT 21-oa-00721 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 120-10-2007 06302008 02211920 Decedent's Last Name Suffix Decedent's First Name MI STEVENS EVELYN B (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 REGIST ER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Return 0 2. Supplemental Return Q 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate Q 4a. Future Interest Compromise (date of 0 5. Federal Estate Tax Return Required death after 12-12-82) 0 8. Decedent Died Testate Q 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit (date of death Q 17. Election to tax under Sec 9113(A) between 12-31-91 and 1-t-95) (Attach Sch. O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO Name Daytime Telephone Number STEPHEN D. TILEY 717-243-5838 Firm Name (If Applicable) REGISTER OF WILLS USE ~Y FREY AND TILEY c'~ c~ ;;` C `O __ First line of address ~~ ~ «? ~-' 5 SOUTH HANOVER STREET i ~~~ ~ ~~ i r: Second line of address I ~ ~ ~ r,~r n -`~~ ~.n r"" '`O City or POSt Office State ZIP Code DA~ D :~=i'-ri r-.. ~~ CARLISLE PA 17013 Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belie , it is tme, correct and comDlele. Declaration of preparer other than the personal representative is based on all information olwhich prepamr has any knowledge SIGNFyTtJRE OF P RZESp~IBLE FOR FILING RETURN / ! l .l ~l DATE ~ ~ -- .- C-lA C Lt l~ Y,c J'U ; 1 ~j ~ ~L O C.t. ADDRESS ~ DOROTHY E. SILEO, EXECUTRIX, 6390 DEMARCO TRAIL, VERONA, WI 53593 SIGNAT O .OTHER THAN REPRESENTATIVE DATE c~~ - ~_rf~ ~.r-r/. a?/ ,;109 STEPHEN D. TILEY, 5 SOUTH HANOVER STREET, CARLISLE, PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 15056041114 15056041114 ~C V ~ ~~~ ~^ ~~~ ~~ REV-1500 EX 15056042115 Decedent's Social Security Number oecedenrs Name: EVELYN B STEVENS 120-10-2007 RECAPITULATION 1. Real estate (Schedule A) ........................................... 1. NONE 2. Stocks and Bonds (Schedule B) ...................................... 2. 18 9 5 3 . 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. NONE 4. Mortgages & Notes Receivable (Schedule D) ............................ 4. NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ...... .. 5. 94 7 3. 00 6. Jointly Owned Property (Schedule F) Separate Billing Requested ....... . 6. 14 31.0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) OSeparate Billing Requested ....... . NONE 7 8. Total Gross Assets (total Lines 1-7) ................................. . 8. 2 9 8 5 7. 0 0 9. Funeral Expenses & Administrative Costs (Schedule H) .................. .. 9. 67 91.00 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............. . 10. 2 , 5 0 3 . 0 0 1 t. Total Deductions (total Lines 9 & 10) ................................ . 11. 92 9 4.00 12. Net Value of Estate (Line 8 minus Line 11) ............................ . t 2. 2 0 S 6 3 . 0 0 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... t g 0 . 0 0 14. Net Value_Subject to Tax (Line 12 minus Line 13) 14 2 0 5 63 0 0 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line t4 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 0 15. 0. 0 0 16. _ Amount of Line 14 taxable at linealretex.o'15 20563.00 ts. 925.00 17. Amount of Line 14 taxable at sibling rateX . 12 18. Amount of Line 14 taxable 17. 0.00 at cellateral rate X , 15 18. 0 . 0 0 19. TAX DUE ....................................................... 19. 92 5 . 0 0 20. FILLIN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 15056042115 15056042115 zt7 REV-i508Ex+(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF Include the proceeds of litigation and the date the proceeds were received by the estate. AT 1. 1977 Newport Mobile Home serial no. 15338, Cumb. Cty. Tax Parcel No. 40-10-0634-041-TR07159. Assessment $4,710 - CLR 79.3%: implied market value of $5,939. actual fair market value is $3,500, the amount the mobile home was sold for in an arm's length transaction. See copy of bill of sale attached. 2. I 200D Plymouth Breeze automobile. See valuation attached from Edmunds.com 3. I Jewelry - see BR Diamond Suite appraisal -attached A) Diamond Cluster style ring B) Tiger Eye Fashion Band style ring 4. Safe deposit contents - no monetary value except for ring noted above. See copy of inventory attached. 3,500 2,642 1,460 680 5. Leffler Energy -refund 397 6. Waste Management -refund 27 7. Embarq -refund 26 8. Comcast -refund 41 9. Commonwealth of PA (Believed to be Rent/Tax Rebate Program) 500 TOTAL (Also enter on line 5, Recapitulation) $ 9 473 (If more space is needed, insert additional sheets of the same size) zn REV46a3 EX+(6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN ESTATE OF n~~ rvumetrc EVELYN B STEVENS 21-OB-00721 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER „~,,,,~,.,_._.. VALUE AT DATE Delta Equity Services Corp. Brokerage Account No. 39K-220604, 54.360 shares general money market fund Class B American Capital Strategies ,243.781 Lord Abbett Bond -Debenture Fund 54 9,508 9,391 (If more space is needed, insert additional sheets of the same size) 277 REV-1737-6 EX + (9.00) REVERSE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Schedule H ONLY for proportionate lod of tax computation. ESTATE OF FILE NUMBER EVELYN B.STEVENS 21-08-00721 Debts of decedent must be re orted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Ewing Brothers Funeral Home 2. Funeral Flowers -reimburse Dorothy E. Sileo $153.70 3. Carlisle Memorial Services, Inc. -lettering of monument B. I ADMINISTRATIVE COSTS: i. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) EIN Number of Personal Representative(s) Street Address City Year(s) Commission Paid State Zip 3,478 154 185 2. Attorney Fees Frey and Tiley 2,500 3. Probate Fees 114 4. Acwuntant's Fees Frey and Tiley 5. Tax Return Preparer's Fees Frey and Tiley 6. Miscellaneous Expenses 7 Reimburse Dorothy E. Sileo - $50.00 for Citizen's Bank for closing of safe deposit box and $60.00 for appraisal ofjewelry. 110 8 Frey and Tiley -reimburse for advertising Letters Testamentary $75.00 Cumberland Law Journal and $150.64 to The Sentinel 226 9 Check printing charge 24 t~~ more space Is needed, insert additional sheets of the same size) REV-1512 EX*(12-03) SCHEDULEI COMMONWEALTH OF PENNSYLVANIA DEBTS-OF DECEDENT INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER EVELYN B STEVENS 21-OS-00721 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimbursed medical ezpenses. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1. I Checks cleared after death 103 2. PSECU Visa 434 3. PA Dept. of Revenue -Property Tax/Rent Rebate refund -Year 2006 overpayment 100 4. Dorothy E. Sileo- reimburse for advance for: $70.00 lawm mowing, $153.50 funeral flowers, and $170.00 air conditioner repairs 394 5. Carlisle Medical Pathology 85 6. Stericycle refund for Digiteck 6 7. Suburban Heating Oil and Leffler Energy -refund 187 8. Refund due PSECU for PA Employees State Retirement System July pension check received 230 9. Ralph Kneeream, organist 125 10. Pastor Shellenberger 200 11. Paul Sollenberger, custodian 50 12. Mabel Lebo luncheon expenses 300 13. First United Methodist Church, additional luncheon expenses 50 14, Richard Stevens, family dinner 206 15. Embarq telephone 63 16. Richard Partner -Leffler Energy 199 17. First Energy OPCD 132 18. PSECU Visa 25 TOTAL (Also enter on line 10 Recapitulation) 5I 2 503 space is needed, insert addiUOnal sheets of the same size) 217 REV-1513 EX+ (g_00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN ESTATE OF FILE NUMBER EVELYN B STEVENS L1-US-00721 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Li t T AMOUNT OR SHARE s rustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS (include ouMght spousal tlistributions, and transfers under Sec. 9118 (a) (1.2)] Dorothy E. Sileo daughter 1/3rd 6390 DeMarco Trail Verona, WI 53593 2. Richard W. Stevens son 1/3rd 1804 Green Street Harrisburg, PA 17102 3. Douglas C. Stevens son 1/3rd 37543 Amrhein Livonia, MI 48150 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ p. „~~,= ay=w is neeoea, insert atltllbona sheets of the same size) 1 (~ ~ul~ 9, Zco$ pp l~ Cvv~1S;C~~ra~--~~-r, 6~ ~3,5oa.oo~ I~oro~y. S;I~©~ ~xec~-I~ix of ~ FS-r~t~ c~ FJe~Nv~ ~. S~Je.ns~ c~~.ceas~d, d~e5 f~ereby (~ u ~-l• C ~ a ~ M ~ d~ SE ~ l `~ ~ iG~ ~v\ ~.~ -f-~ e cor-~-a ; ~ ~e~~' S-~-fVC~v~~ ~I~o~O~!,~2 rio~vt2~ s~~~a~-ed a-~ 3$g ~e~s~~s La~~~ So~~ Y~.~G~O~I2tav,Tw~,, ~Untibe~lanq ~ovrr~~ ~~-a-~ o~}- ~'EJ~Y15ylval~lia, ,~~5 ~s ~ ~ ~~ I~JHERE 1 S ~~~ ~ n~ ~nJ~Th o,~~ ~ePres~-~-a-~-~ ~ ar I~srd v`~ Ot ~ ~~~; w~~-soever, ~ v, w ~ -~-hess -I-~e~r~o~' ~ t~e ~a s~-~- ~ e s ~a ~e se~- ~e ~ T h~ ~nc~S aMd~ sea) s ~ -}~ ~ s q ~'` ola~ o~ J u l~ ZDO ~ , S ~ ~Se~~e e ~.~ ne. ~'~-~ ~o/~ra~ , ~~ ~eo 'Escec~-~~x oi' EVE~~~. ~. ~~ve~5 eSTa~ S i V `~Zf/YE ~' ~ ~ ~~~Pq 9,~~~e~ ~~c~ W~r~er 2000 ?lymauth 3reeze A~Grai=_e • ca- .a. Style: e pr Sedan Sho:m All 5`el=s TMV Pricing: P ooraise amour Car ohetes IV,'A Editors' Rating „ Not Yet Rated ~ Read the Model P,eview Consumer Rating 8 Reviews ~Wrde a Review • Pricin • Reviews & Specs vhotos & Vid=os PARTNER SPOTLi GHT.~~.eearso enimrrr ...... ............................ _......................... 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L'sed Plymouth car pricing. Discussions Payment Calculators • Amato Loan Calculator Helpful Toots Clean Total Certifetl Use Veh'^I ^,t,a4Y .2,54: °° Car Safety Guide o Sea - N/A nooe.+ea~.lr Need Some advice? ~. TRUE MARKET VALUE _ .............._............................................ I see whet Edmunds' snort. sav : Find Out What Others Are P v' ,~,. -~ ~;4 : :For The Car You Want ~'~ ,x ava money at the WM1h Edmunds TMV® you get a customized ~~ ~ deelershlp, make price estimate based on your Zip Cotle, your'~~q -yam' greener buying I car, and your desired options, w decisions end more i Gcsit~g to a car dea~er~. Go to Dealer Ratings & Reviews fi~1l1Dpd15 °" CLICK h67E£ I TIPS & ADVICE ' 10 Steps to Buying a Used Car 10 Steps to Selling Your Car ' Confessions of a Car Salesman Fuel Economy Guide r Page 2 of 3 B/:108 4:26 PM o~izvos Dorothy Sileo 6390 DeMazco Trail Property of VPrnna~ WT 5'i59't Jewelry Appraisal DESCRIPTION OF ARTICLE I ESTIMATED REPUCEMENT COST One Ladies' stamped 14 kazat white (1) opal, (6) emerald and (6) diamond cluster style ring. Center stone set as follows: 1-approx. - (lOx8)mm oval opal Accent stones set as follows: 6 -approx. - (z.5)mm round emerald 6 -approx. - (.36)ct total weight round brilliant cut diamond approx. H in color approx. SI2 in clarity Mounting weight 4.3 grams. One Ladies' stamped 14 kazat yellow gold, (1) tiger eye fashion band style ring. Stone set as follows: 1 -approx. - (17x1z)mm emerald cut tiger eye Mounting weight 6.0 grams. "* Stones not removed from the mounting to be weighed, tested, graded or measured. ~~ DIAMOND SUITE ~tladlson i OaQy ~DtaMOnd SPtte 6409 Odana Rd. - Madison WI 53719 (608) 274-4848 www.brdiarnondsuite.com brds ~ brdlamondsuite.com $1460.00 $880.00 These estimetetl replacement costs are basetl only on eslimatss of the quality of the stones (unless specifically statetl Nat the stones were removed antl graded). assume no liabili wIN respect to an a t may e t ken on the Oasis o aPPra sal. ppraiser ~~ Citizens ~ank~M Safe Deposit Box Inventory Record Branch Name: 1 ~ Branch No.: I ~ Bank No.: 7 Box No.: ~ ~ Ownership: ^ Individual ®'Joint (OR) ^ Joint (HusbandNJife) Name of Renter(s) ~~~~ yh ~ S ~'~'"`~~ Tax ID Number(s) ~ ~ ~ '- ~ ~ ~- ~cUJ /~~ti51~, c ~si~~., Ste. - I,~r~- yo -~~a~ Date of Birth (if known) Z J "ZI 11 5~ J Last Known Address: C { w ~ c'^', ~- ~~ ~'~ ~ 1 (y"v-` City State Zip DRILL DATE: REASON FOR DRILLING: ^ Past Due Rental Expiration Date: Last Access OR Payment Date: (Whichever is most current) D X (Annual Rental Amt) (NO. Yrs. Delinquent) ~eath of Renter r ~ /r,' ~ y h _$ +$ _$ (Cast of Drilling) ^ Box Empty ^ Other: S~Z ve.., ~!3 0 ~08 CONTENTS: (Yes (List below. Use additional sheet ifnecessary) (Total Amount Due) wi ~I ~~VL ~' I e ~tv (~,Ilsi,.,~y CcA.1~--~ (~uo4• r~a~r~ ~~ ,~,,,,.,iti cal-,~«>k ,FS,~~/ C~; h~~'~L.~F~vF- b,Y! ~ 7~'Fe ~n~TH;• urvrll~~-. czrui~- e1;L~.~.r ICu Lvf....o l R ~ ~L I7 r11Is ~•~ Cw,l-~ Q'C lJ LJ'A r.~n w<W'}` c~' ,,~~~ ,~ CQ/h~(',.y12 ,~F 5. ih~ .c . .N4 / [,~P ~ ~ 1~ C~'Lae ~ ()1~rf5~irv-'n,l~s)xr-g wJac/ r{~ -r..,<rr..,_ (lucc~'-t~hts, /rx~.t"~ ~ ,.; _t ~.v 5 /x., ~ v.,,., CC W~ ~!u„ olcxu "1P~ Se~1' ~'-clat.;, V'1 ~i~4yc Cis G-~„ V u I~ V/'1 (!.~ W Ltl~ x'11 V IMalifl,.. x ~/lrl l4~'l. ~~I I'~ ~ M.J~, I P , I ~T1 'L ., we certify that we were present when the above Safe Deposit Box vies opened and that the above list of contents found in the Box is true, correct and complete. Printed Name: WSLp~ ~ ~ Signature/Date: ,~' P~ -~,~_~, 5L Pdnted Name: ~ ,^ p't~ ~ . 5 ~ i /e ~ Signature/Date: ~ ~ ' ~ _ ~~ e 7/y NOTARY -Complete this section if required by State State of County of On this, the day of ,before me a Notary Public, the individuals who signed above personally appeared. These individuals, known to me (or satisfactorily proven) to be the person(s) whose names(s) are subscribed to this document, and acknowledged execution of this document for the purposes stated. In witness whereof, I set my hand and official seals to this document. Notary Public: SEAL: My commission Expires: vmrw, i vrr OF CONTENTS: ^ Sent to Centralized Storage Area at: ^ Dispositioned for escheat as appropdate per applicable state laws by bank colleagues: / Date: Claimed By Renter. The undersignetl agrees that Inventory is coned, all property contained In Safe Deposit Box describetl above isnow in the undersignetl's possession. The untlersigned releases the Bank from all claims and liability resulting in any way from the rental per drilling ot~ ove Boz, ps wee~s~he safekeeping of It's contents. Vu l~t~s (~'~~ Renter's or Authorizer(]Representative's Signature. Prepared By: Joseph George State: PA REV. (£aarevcel „•.rv_~.mu,r >r l/.~ v ~/d' Curtent l0 TM„Cl l-~ >~ Date: 7/9/2008 Branch #: 319 ,' 1 ~ K O Lodz ~~N6N w~~~q J1£O~ w mom ~ ~nmm C 0 ' V O ~ 0 N b M ~ Yr d O_ '~ d Z +° ~H Cd 3 G V ~ Q to y r O O O O O N 'N N O O F N m rn N N 0 0 ~~ W~ M ..; h N m a+ m a C L 'f C N L 9 V p' T z~~ ~~° - ca '" _ o] ~ LL ~~a ti a . L1~U 0 N M N d Y C O 9Q y NC W i d y J y. J ~ W _ C ~ E~o a M ~ ~ . ¢ ,-. 2 V a°~~ y O d e i ~ rI 9 ~ i !~`m Y J C Q V C ~ e m N c v L Q w L V c m L V 0 0 U C O O Z O O L H O T 9 7 U m V C y L h 6 VI L Z m 0 L ? F` LL m~ a` v v V Q a V K Cy~ ~O n m n m d E e o d E ~ o E °_ ~ a ~ o`: a v a a+ I- :_ u d v V V ~ •~ •~ N N N d d C C" O O N r ~ `^ d V V M V b m o `a 3 c `o Z ° m c ~ e m ~ a u o d V H e ~_ ~ ~ u o o a n ri fi 5 n n ay ~^ ~ ~ N i ~' 0 0 ~ ,o, 0 0 e V+ 4 C C D mC DI yl .~ 0 O_ p0 o u O `o z :t+ a LL f0 0 ~ ~ E o i w O ~ Z _ ~ ~ . a+ ~ y e _ w . d W W ~i d ~ V ,,, C M D ~ ~ V ~ 7 _ a o- L C ~ ¢ a = '^ ~ = C wv¢ O "a ~ v i O _ N p ~ ~ Vl C ' ~ fO a. O s oacw ccy~O. 10 `~ ° ~ ` i ~ U • e a ~<~ d ~ G Q 6 ~ p M ~ N .~.. N i K ry V V E t n s N t e N b 'YYr' aR f m u N ~ >` N ~ ~ a ._ W v A V N n w n m r u e ~o O N m e b O N e0 O O O~ N M T Of 0 0 h N I~ N e~ ~ a c O C C = o V u. ° 0 ~ O H ~ c N Z u V W ~ O N Z ~ ~s ~ o ~ v , ~¢o a m ~ s =.~~G ~.o 1 ¢ ~ p° w m ~ v w ~i a ¢ w ~ o . ud w 'v R C N " v :o o ~~>vo s a.> 0 QUO~.J IJ pO 0 o. O1 LL A ~ 4 ~ m n „~., °e rri ~ ~ ~ N c G ~ a r r '9 E d o v 5 e p N t M1 ~ N N p C S ~ ~ ` ` O u J K 4 N T m m N LL C~ C .~ H T N 0 S 0 O 0 F PSE(~k August 14, 2008 Frey & Tiley Attorneys at Law 5 South Hanover Street Cazlis]e, PA 17013 Attn: Stephen D Tiley Dear Mr. Tiley: The account was opened on October 15, 1975. The Share accounts were held jointly by Evelyn B. Stevens and Richazd Stevens. The Visa loan was held solely by Evelyn B. Stevens. The following are the Date of Death Balances for Ms. Stevens' account with PSECU: Account Date of Death Balances Interest Savings (S1) $ 481.42 Checking (34 $ 2.66 $ 1,601.61 $ 1.58 Loans: Visa Loan (L9) $ 457.93 If the Estate has sufficient funds to payoff Ms. Shields' Visa loan, please remit a check, made payable to PSECU. If there aze not sufficient funds to payoff the loan, please provide PSECU with a letter stating this fact. If you have any questions, please contact me at (717) 234-8484 or toll-free at (800) 237-7328, then press 6, extension 3120. „e'rrely, C Rom M s Service Advisor PSECU Pennsylvania State Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 1 71 1 0-2990 • 717.234.8484 • 600.237.7328 Mailing Address: P.O. Box 67013, Harrisburg, PA1 71 06-701 3 • 717.777.2700 (iDD) • 800.472.1967 (TDD) This credit union is federally insured h1'tha National Credit Union Adminishviion. E val O pSQCa.COm q pportuniry Lander St MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/ Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established Estate of: EVELYN STEVENS Date of Death: June 30, 2008 Social Security Number: 120-10-2007 3376-00 01 /18/1955 $769.23 $.61 $769.84 Richard Stevens 07/04/2000 EM ERS 1sT F.E ERAL REDIT ION t ~ ~ '~ - 1, Vim-- D'arnelle A. ine Insurance Services Specialist October 31, 2008 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wunumemberslst.org LAST WILL AND TESTAMENT OF EVELYN B.STEVENS I, Evelyn B. Stevens, of South Middleton Township, (388 Heiser's Lane, Carlisle), Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, .publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death as may be convenient. I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance saxes, and generation-skipping transfer tax payable as a result of my death, not limited to taxes attributable to property passing under this Will, shall be paid by my Executor from my'residuary estate, including any part of my residuary estate that otherwise qualifies for a deduction for federal estate tax purposes, however, no federal or Pennsylvania estate tax, Pennsylvania inheritance tax, or generation-skipping transfer tax shall be payable from or chargeable to any property that passes to my surviving spouse; whether under this Will or otherwise, and that qualifies for the federal estate tax marital deduction. I direct my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. SECOND I declare that I am now the widow of Marshall C. Stevens, Jr., who died June 12; 2D00 and that we had three (3) children, to wit: Dorothy E. Sileo, of 6390 DeMarco Trail, Verona, Wisconsin; Richard W. Stevens, of 1804 Green Street, Harrisburg, Pennsylvania 17102; and Douglas C. Stevens, of 37543 Amrhein, Livonia, Michigan 48150. I have no deceased children nor any other children. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and .wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares. I have three children, as aforementioned. FOURTH I hereby nominate, constitute and appoint my daughter Dorothy E. Sileo as Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said daughter, I nominate, constitute and appoint my son Richard W. Stevens, as Executor of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said son Richard W. Stevens, I nominate, constitute and appoint my son Douglas C. Stevens, as Executor of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. FIFTH In additioh to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale; or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property; notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 24th day of August, 2000. "" ~• (SEAL) Evelyrl'B. Stev ns Signed, sealed, published, and declared by Evelyn B. Stevens, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. r Z ~ 7~~ ~ a COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND ) SS: We, Evelyn B: Stevens, the Testatrix in, and Stephen il. Titey and 'Mary C. Wert the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Last Will and Testament as a witness and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. `mot ~ ~ /J-L2.( ~-e.iv~ J ~k~L~h'~ ~ ~ ~j Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 24th day of August, 2DD0. ~~~.~. Notary Public NOTNIWIbEAL ROBERT d FlIEY, NOTARY PUGLIC CARLISLE, CUMEERlANO COUNTY, PA MY COMMIbb10N ECPRIXEB JUNE 7, 2P02