HomeMy WebLinkAbout02-17-09 (2)15056041125
REV-1500 EX (06-05) OFFIGIAL USE ONLY
PA Department of Revenue
Bureau of Individual Taxes County Code Year File Number
Po sox 2sosol INHERITANCE TAX RETURN
Harrisburg PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 0 x 4 0
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
2 1 0 1 8 9 9 4 7 0 4 0 6 2 0 0 8 0 1 2 7 1 9 2 6
Decedent's Last Name Suffix Decedent's First Name MI
B A I R A L I C E M
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
THIS RETURN AAUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
0 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ ;5. Federal Estate Tax Return Required
death after 12-12-82)
QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of Trust)
9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A)
between 12-31-91 and 1-1-95) (Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0:
Name Daytime Telephone Number
J O S E P H E S I K O R S K Y 7 1 7 2 4 8 6 r•7~ 5 1
~ `~
''
LL'
Firm Name (If Applicable) - ;
;
s
REGISTER: _ LLS USE LY ~_ '_
H O U C K & G I N G R I C H ~TC7 ~ ~ ;} --,
First line of address r.. i`-
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P O B O X 4 3 0 '~~%O -Ip = `~--
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Second line of address ~ :
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2 3 N O R T H W A Y N E S T R E E T ~ ~ `~-?
P
t Office
Cit State ZIP Code
DATE FILED m
y or
os
L E W I S T O W N P A 1 7 0 4 4
Correspondent's a-mail address: h918W[C~V@rIZ011.nr3t
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.
SIG TURE OF PERSON RE,~SPONSIBLE FOR FILING RETURN ~ ATE; ~~~
Side 7
15056041125 15056041125 J I
`~(
PLEASE USE ORIGINAL FORM ONLY
15D56042126
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: ALICE M. BAIR 2 1 0 1 8 9 9 4 7
RECAPITULATION
1. Real estate (Schedule A) .................................... .... 1.
2. Stocks and Bonds (Schedule B) ...
...........................
.... 2. 8 3 0 9 4 1 8
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3.
4. Mortgages & Notes Receivable (Schedule D) .................... .... 4.
5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) ... .... 5. 3 3 8 7 3 2 3 7
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ... .... 6. 1 7 4 5 3 3
7. Inter-Vivos Transfers 8 Miscellaneous N n-Probate Property
(Schedule G) ~ Separate Billing Requested ... .... 7. 3 9 2 5 4 8 8
8. Total Gross Assets (total Lines 1-7) ....................... .... 8. 4 6 2 8 2 6 7 6
9. Funeral Expenses & Administrative Costs (Schedule H) ............ .... 9. 1 7 5 0 3 7 3
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........ .... 10. 1 6 0 7 7 4 0
11. Total Deductions (total Lines 9 8 10) ....................... .... 11. 3 3 5 8 1 1 3
12. Net Value of Estate (Line 8 minus Line 11) ..................... ... . 12. 4 2 9 2 4 5 6 3
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. 4 2 9 2 4 5 6 3
TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate, or
transfers under Sec. 9116
(a)(1.2) X .0 _ 0 0 0 15.
16. Amount of Line 14 taxable
at lineal rate X .0_ 0 0 0 16,
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 4 2 9 2 4 5 6 3 18.
19. Tax Due ............ ............................. ..... .. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
0 0 0
0 0 0
0 0 0
6 4 3 8 6 8 4
6 4 3 8 6 8 4
D
side s
15056042126 15056042126
REV-1503 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESiDEN7 DECEDENT
S~H~DULE
STOCKS & BONDS
ESTATE OF FILE NUMBER
ALICE M. BAIR 21 OS 0440
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Series HH US Savings Bond #V1404401 HH 5,000.00
R
2. Series HH US Savings Bond #V1404400HH 5,000.00
3. Series E US Savings Bonds -see attached list 9,451.08
4. Series E US Savings Bonds -see attached list 46,383.10
5. Series E & EE US Savings Bonds -see attached list 17,260.00
TOTAL (Also enter on line 2, Recapitulation) I S 83,094.18
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX + (6-98)
SCHEDULE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK D~p~SITS, & MISC.
IN RESI DENT D ~ DENTRN PERSONAL PROPERTY
ESTATE OF FILE NUMBER
ALICE M. BAIR 21 08 0440
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1. M&T Bank -Account #31003913130272 22,140.09
2. M&T Bank -Account #31003913327217 22,716.71
3. M&T Bank -Account #31003918447672 35,509.48
4. M&T Bank -Account #31003919237337 14,120.79
5. M&T Bank -Account #31003918448779 10,972.77
6. M&T Bank -Account #9843039026 20.02
7 Sovereign Bank -Checking Account #2331049947 5,428.39
8 Sovereign Bank - C.D. #1055540122 10,975.08
9 Sovereign Bank - C.D. #1055540965 17,200.10
10 Sovereign Bank - C.D. #1055541534 57,056.68
11. Sovereign Bank - C.D. #2335308843 3,402.04
12 Sovereign Bank - C.D. #2335541807 14,107.43
13 PNC Bank -Account #31300267462 20,800.00
14 PNC Bank -Account #31300243449
8,669.31
15 PNC Bank -Account #31900260006 24,050.55
16 PNC Bank -Account #31300260310
24,050.55
TOTAL (Also enter on line 5, Recapitulation) I =
(If more space ~s needed, insert additional sheets of the same size)
732
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
ALICE M. BAIR 21 OS 0440
Decedent's Name Pale 1 File Number
Schedule E -Cash, Bank Deposits, ~ Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17 PNC Bank -Account #31200260322 23,132.59
18 PNC Bank -Account #2001023444 93.78
19 PNC Bank -Account #75500027051 1,292.54
20 PNC Bank -Account #5140002297 17,644.64
21. PNC Bank -Account #5130092081 3,966.83
22. 1988 Ford Escort 250.00
23 Sale of personalty 532.00
24 US Treasury -stimulus check 600.00
SUBTOTAL SCHEDULE E 47,512.38
GRAND TOTAL SCHEDULE E ; 338, 732.37
REV-1509 EX + (6-9Ei)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF FILE NUMBER
ALICE M. BAIR 21 08 0440
If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS REl ATI[)NRHIP T(1 r]FCFr1FNT
A. Jennifer Conaway formerly Jennifer Stence 251 Park Drive
Reedsville PA 17084
e Kristan Myers formerly Kristan Stence 432 State Street
Mt. Union PA 17066
c
JOINTLY-OWNED PROPERTY:
great-niece
great-niece
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 RFAL ESTATE.
DATE OF DEATH
VALUE. OF ASSET °6 OF
DECD'S
INTEREST DATE OF DEATH
VALUE OF
DECEDENTS INTERE51
1. A. 76-78 Series E US Savings Bonds -see attached list 1,850.82 50. 925.41
2. B 76-78 Series E US Savings Bonds -see attached list 1,639.84 50. 819.92
TOTAL (Also enter on line 6, Recapitulation) I S 1 745 33
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS 8~
MISC. NON-PROBATE PROPERTY
FILE NUMBER
ALICE M. BAIR 21 08 0440
This schedule must be completed and filedrf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM
NUMBER DESCRIPTION OF PROPERTY
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND
THE DATE OF TRANSFER ATTACH A DOPY OF THE DEED FOR REAL ESTATE.
DATE OF DEATH
VALUE OF ASSET
'% OF DECD'S
INTEREST
EXCLUSION
pF APPLICABLE)
TAXABLE
VALUE
1. Sovereign Bank -IRA #2338196930 -beneficiaries was 12,613.77 100. 0.00 12,613.77
decedent's niece, Bonita Pressler -opened 9/18/1996
2 UniTrin -Wells Fargo Retirement 401(k) -payable on 15,356.00 100. 15,356.00
death to Jennifer Conaway, niece
3 M&T Bank -IRA -beneficiary Jennifer Conaway -niece 11,285.11 100. 11,285.11
TOTAL (Also enter on line 7 Recapitulation) I S 39 254 88
(If more space is needed, insert additional sheets of the same size)
EV-1511 EX + (12-99)
SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES &
INHERITANCE TAX RETURN ADMINISTRATIVE COSTS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
ALICE M. BAIR 21 08 0440
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Myers Funeral Home -services 9,642.00
B. ADMINISTRATIVE COSTS:
~, Personal Representative's Commissions
Name of Personal Representative (s) Jennifer Conaway 427.73
Social Security Number(s)IEIN Number of Personal Representative(s)
Street Address 251 Park Drive
city Reedsville State PA zip 17084
Year(s) Commission Paid:
2. Attorney Fees Houck 8~ Gingrich 6,285.00
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
4. Probate Fees Cumberland County Register of Wills 349.00
5 Arxountant's Fees
6. Tax Return Preparers Fees 400.00
7. Estate costs 400.00
TOTAL (Also enter on line fa, Recapitulation) I $ 17,503.73
(If more space is needed, insert additional sheets of the same size)
REV-1512 EX ~ (12-03)
SCHEDULE 1
COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT,
INHERITANCE TAX RETURN MORTGAGE LIABILITIES 8 LIENS
RESIDENT DECEDENT f
ESTATE OF FILE NUMBER
ALICE M. BAIR 21 08 0440
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unrefmbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Triple AFinancial -balance due 143.76
2. Health South -medical expense 16.00
3. PP&L -utility expense 10.49
4. Jennifer Conaway -reimbursement for money advanced 375.80
5. Bonita Pressler -cleaning house 343.40
6. Final rent 293.16
7. Check printing 31.79
8 IRS -income tax 14,730.00
9 PA State Income Tax 133.00
TOTAL (Also enter on line 10, Recapitulation) I S 1
(If more space is needed, insert additional sheets of the same size)
ALICE M. BAIR
File No. 21-06-W ~ '
LAST WILL AND TESTAMENT
of
ALICE M. BAI R
BE IT REMEMBERED, that I, ALICE M. BAIR of 108 May Drive, Apartment 6, Camp Hilt, PA 17011,
being of sound mind, memory and understanding, do make, publish and declare this as and for
my Last Will and Testament, hereby revoking and making null and void any and all Wills and
Testaments and writings in the nature thereof by me, at anytime heretofore made.
ARTICLE 1. BACKGROUND INFORMATION: The following is background information pertaining
to myself and my family:
A. I was born on January 27, 1926.
B. I am widow .
C. I have no children.
ARTICLE 2. DEFINITIONS AND MISCELLANEOUS TERMS: The following definitions and ~`,~,
miscellaneous terms shall apply to this my Last Will and Testament:
A. Issue: The terms "issue" as used in my Will means the immediate and remote
lawful, lineal descendants by blood or adoption of the person referred to, who are
in being at the time they must be ascertained in Order to give effect to the
reference to them.
B. Per Stirpes: The term "per stirpes" as used: in my Will means that whenever a
distribution is to be made to the issue or descendants of any person, the property
to be distributed shall be divided into as many shares as there are (1) living
children of the person, and (2) deceased children, who left descendants who are
living, of the person. Each living child, if any, shall take one share and the share
of each deceased child shall be divided amongst his then living descendants in the
same manner.
C. Per Capita: The term "per capita" as used in my Will means that whenever a
~~. ~.~~
ALICE M. BAIR
1
ALICE M. BAIR
FiIP No. 21-06-W .
distribution is to be made to a person, the property to be distributed to that person
shall be distributed only if that person survives me. If that person has not survived
me, the distribution to that person shall lapse and be deemed void.
D. Personal Representative: The term "Personal Representative" as used in my Wilt
means the Executor or Executrix of my Estate, or any other title of like import
which is used to describe such a fiduciary.
E. Residuary Estate: The term "Residuary Estate" as used in my Will means all the
rest, residue and remainder of my Estate remaining after payment of all of my last
debts, funeral expenses taxes and administration expenses and any other expense,
or expenditure required to be made as the result of my death and after distribution
of the Tangible Personal Property and any special bequests specifically set forth
herein.
F. Survival: The term "survive me", or any derivative thereof, as used in my Will
means that any person or organization herein named or referred to shall be deemed
to have survived me only if such person or organization shall in fact survive me for
a period of at least thirty (30) days. Any person or organization named or referred
to herein who shall not survive me by a period of thirty (30) days shall be deemed
to have died before I do.
G. Gender and Number: Where appropriate to the context, pronouns or other terms
expressed in one number or gender shall be deemed to include the other number
or gender, as the case may be.
H. Percentages: Where a gift, bequest or devise is expressed as a percentage in the
following Articles, it refers to the percentage of that portion of my gross estate
available for distribution unless a contrary intention appears in the Article.
I. Priority: Priority for distribution of the gifts and bequests herein made shall follow
the Article number with the lower numbered Article taking priority over any Article
appearing subsequently unless a contrary intention appears in the Article.
J. Encumbrance: When encumbered property has been specifically devised or
bequeathed, it shall pass under the terms and conditions of this Will subject to said
encumbrances, provided however, that any installment payments, current or past
LICE M. BAIR
2
ALICE M. BAIR
File No. 21-06-W
due, on either principal or interest on such encumbrances may be paid by my
Personal Representative in his/her sole discretion.
K. Partial Invalidity: If any provision of this Will shalt be declared inoperative or in
violation of any rule of law, such invalidity shall not affect the remaining provisions
of this Will and they shall remain in full force and effect.
ARTICLE 3. BURIAL: I direct that I be buried at with my deceased husband at the Gettysburg
National Cemetery.
ARTICLE 4. DEBTS AND FUNERAL EXPENSES: I direct that all my just debts and funeral
expenses appropriate to my station in life and custom of living (including appropriate monument
or marker for my grave) be paid as soon after my demise as may be convenient.
ARTICLE 5. ADMINISTRATION EXPENSES: I direct that all of the expenses of the administration
of my Estate including, but not limited to, probate and other Court fees and reasonable
commission for my Personal Representative and any attorney retained by my Personal
Representative, be paid as such expenses are incurred and as soon after my demise as may be
convenient.
ARTICLE 6. PAYMENT OF TAXES: I direct my Personal Representative to pay all inheritance,
estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or any
person receiving the transfer of any property passing hereunder or otherwise passing by reason
of my demise, may be subject and to charge such taxes against my Residuary Estate, it being my
intention that none of the aforesaid taxes, either federal or state, or any property required to
be included in my gross estate, under the provisions of any state or federal law now in force or
hereafter enacted, shall be prorated among the persons interested in my Estate to whom such
property is or may be transferred or to whom any benefit accrues.
ARTICLE 7. TANGIBLE PERSONAL PROPERTY: I give and bequeath alt tangible personal property
owned by me at my death and all insurance policies on such property as follows:
A. Memorandum: To those individuals who survive me and who are designated on a
list, memorandum, or Bequest of Personalty form signed by me which refers to my
Will or is found with a copy thereof, I give and bequeath the item or items of
tangible personal property listed beside his/her name.
ALICE M. BAIR
3
ALICE M. BAIR
Fite No. 21-06-W
B. Remainder Distribution: The balance of my tangible personal property (including
any items to be distributed under this Article, the bequest of which has lapsed)
shall become part of my Residuary Estate and distributed to the beneficiaries and
in the proportions herein provided. My Personal Representative shall have the right
to dispose of said remaining items of personalty, either in kind or in cash as a result
of liquidation thereof as my Personal Representative, in my Personal
Representative's sole discretion, deems appropriate under the circumstances. It
is my intent, however, that should any beneficiary of my Residuary Estate desire
to receive a particular item in kind which was not specifically bequeathed to that
beneficiary, to the extent reasonably possible, my Personal Representative shall
attempt, but not be obligated, to follow that beneficiary's request.
C. Safekeeping: If any beneficiary of any item of tangible personal property aforesaid
has not yet attained the age of eighteen (18) at the time of my death, I direct that
my Personal Representative, hereinafter named, to hold said items in safekeeping
for that beneficiary and to deliver the same to that beneficiary upon he or she
reaching age eighteen (18), or at such earlier age if my Personal Representative
deems the beneficiary to be of appropriate age and maturity to receive said items
of personalty. For these purposes my Personal Representative shall be entitled to
use or set aside from my Estate sufficient funds to provide for that safekeeping.
ARTICLE 8. SPECIAL BEQUESTS: I make the following special bequests, provided, however,
that with respect to any monetary bequests, such amounts shall be prorated in the event there
are insufficient funds left in my estate to pay the full amounts upon my demise:
A. I give and bequeath all of my jewelry to Jennifer Conaway;
B. I give and bequeath the sum of $20,000.00 to Jennifer Conaway;
C. I give and bequeath the sum of $10,000.00 to my great-niece, Kristan Myers;
D. I give and bequeath the sum of $10,000.00 to my niece, Bonita Pressler;
E. 1 give and bequeath the sum of $10,000.00 to my niece, Esther Swinehart;
F. I give and bequeath the sum of $10,000.00 to my nephew, Matthew Foltz;
..
LICE M. BAIR
4
ALICE M. BAIR
File No. 21-06-W
ARTICLE 9. RESIDUARY ESTATE: I give, devise and bequeath my Residuary Estate to Jennifer
Conaway.
ARTICLE 10. APPOINTMENT OF PERSONAL REPRESENTATIVE: I appoint Jennifer Conaway as
my Personal Representative.
ARTICLE 11. POWERS OF PERSONAL REPRESENTATIVE: In addition to the powers conferred
by law or under previous provisions of my Will, my Personal Representative shall have the
following powers:
A. Retention of Investments: To retain investments I may have at my death when
deemed advisable to my Estate or trust to do so;
B. Sate of Assets: To sell either at public or private sale any real or personal property
and to consummate said sale or sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title with special warranty, free and
clear of all trusts and without obligation or liability to the purchaser or purchasers to
see to the application of the purchase money or to make inquiry to the validity of the
sale or sales; and to make, execute, acknowledge and deliver any and all deeds,
assignments, options, or other writings which may be necessary or desirable in carrying
out any of the powers conferred upon my Personal Representative or otherwise;
C. Investment: To vary investments, when deemed desirable, then to invest in such
bonds, stocks, notes, real estate mortgages, or other securities, or in such property,
real or personal, as deemed wise, without being restricted to so-called "legal
investments" and without regard to diversification;
D. Management of Real Estate: To manage real estate;
E. O tions: To exercise any option or rights arising from ownership of investments;
F. Compromise of Claims: To compromise claims without Court approval and without the
consent of any beneficiary;
G. Disclaimer: To disclaim any interest in property;
,~~~ ~- i~
ALICE M. BAIR
5
ALICE M. BAIR
File No. 21-06-V1-
H. Elective Share: To claim an elective share of the estate of any deceased spouse I may
have;
I. Joinder in Tax Returns: To join with any spouse I may have in the filing of any federal
income tax return for any year for which I have not filed such return prior to my death,
and to consent to the treatment of any gifts made by my spouse as being made one-
half by me for gift tax purposes notwithstanding the fact that such action may result
in additional liabilities for my Estate. Any income or gift taxes due on such returns and
any deficiencies, interest, penalties, or refunds thereon, shall be allocated between
my Estate and my spouse and my spouse's estate, or all to any of them, in such manner
as my Personal Representative and my said spouse may agree;
J. Payment of Cost and Expenses: To pay all costs, taxes, expenses and charges in
connection with the administration of my Estate or trust, including but not limited to
my last debts and all funeral expenses;
K. Division and Distribution: In Order to effectuate a division of the principal of my
Estate or of any trust or for any other purpose, including final distribution, my Personal
Representative is authorized to make such divisions or distributions of the personalty
and realty in kind or by way of liquidation thereof in whole or in part as my Personal
Representative may deem appropriate under the circumstances. If a distribution or
division is made in kind, said assets are required to be divided or distributed at their
respective values on the date or dates of their division or distribution.
ARTICLE 12. NO BONDING REQUIREMENT: I direct that my Personal Representative, or
successors, shall not be required to give bond for the faithful performance of their duties in any
jurisdiction.
ARTICLE 13. EXCLUSION: It is not my intention to make provision in my Will for any relative
or any other person not expressly provided for herein, except for children born to or legally
adopted by me after the date of this instrument. If any such person has not been expressly
mentioned herein, he or she has been omitted by me intentionally and with full knowledge of
his or her relationship and existence, and not by any oversight or neglect.
ARTICLE 14. WILL CONTEST: In the event that any person, including a devisee, legatee or
beneficiary under my Will shall either directly or indirectly seek to establish or assert any claim
ALICE M. BAIR
6
ALICE M. BAIR
File No. 21-06-W
to my Estate, or any part thereof, not authorized by my Will, or seek to impair, invalidate, or
set aside the provisions of my Will, or to have any of the trust provisions or estate distributions
limited, declared void or diminished or to defeat or change any of the dispositive scheme of my
Will, or shall endeavor to secure or take any part of my estate in any manner other than through
or under my Will, I hereby give, devise and bequeath to such person or persons the sum of Ten
Dollars ($10.00) and no more in lieu of any other share or interest in my estate. Provided further
that nothing in this Article contained shall prevent any beneficiary hereunder from bringing an
action against any fiduciary hereunder, for an accounting, nor from enforcing any statutory share
to which the beneficiary may be entitled.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~day of
2006.
WITNESS:
~~„ a`°. ~
i~y1/ {SEAL}
ALICE M. BAIR
ct~, ~~ u.t~„~
7
ALICE M. BAIR
File No. 21-06-~/ -
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ACKNOWLEDGMENT
SS.
We, Alice M. Bair, Diane G. Radcliff, Esquire, and Harold M. Donley, the Testatrix and the
witnesses respectively, whose names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as the Testatrix's Last Will and Testament and that the Testatrix had
signed willingly (or willingly directed another to sign for the Testatrix, and that the Testatrix
executed it as the Testatrix's free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses
and that to the best of their knowledge the Testatrix was at that time eighteen years of age or
older, of sound mind and under no constraint or undue influence.
Sworn to and subscribed to
before me this ~.?~day
of ~v~-.~,.Pof/ , 2006.
NOTARY PUBLIC
My Commission Expires:
(0-V1{{IiraL~l-H OF PENNSI'i.`:'".
Notarial Seal ~~ 4
(~eborah L Donley. Notary Public ~
(;A11p N Boro, Cumberland (.aunty
ap~,sion Expires Sr-.pt 23, 200; {
(1(i81{1t~r, Pennsylvania A'~;._ -!:-. ~ ` ~.. _.
COhtNEON'f~~ ,t'.:i_Tf~,Q'1~ PENNSYLVAMA
`f~+~fizt! ~aI
betia ~~+ ~ ~~a;i@y, Notary Public
Camp }~* ~:-.,; • '`~I~eAend County
ARy Corr~'~ ~• : ~,,K~}g ~ 23, 2007
Memt~or. , ~~ -: ,p;~ :-nr. ~ys.~,ation Of Notaries
8
~G~~ i,~~ {SEAL}
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2008
Page 1 of 2
Total Price Total Value Total Interest YTD Interest
$1,350.00 $9,451.08 $8,101.08 $0.00
Bonds: i-72 of 72
Serial # Series D
Q5130643075E.
Q5117519803E~
Q5110184321E~
Q5110124060E~
Q5137207433E
Q5150505404E
Q5158138733E
Q5165586838E'.
~' Q5096296462E
Q5088923137E:
Q5081470510E:
Q5067593176E~:
Q5047014482E
Q5035062298E~
Q5047798904E~
Q5061596908E
Q5027002124E
Q5019178701E
Q5018297911E~
Q5011133769E'
Q5002488919E;
Q2634155146E~
Q2615621264E
Q2609694951E~
Q2603741137E
Q2596894337E
Q2591006570E
Q2576938952E
Q2570064319E~
Q2569054190E
Q2562249150E~
Q2546787691E'
Q2538575211E
Q2537607992E~
Q2525968070E
Q2518915377E
Q2513230917E
Q2499392918E
Q2492540074E
Q2486153504E~
Q24797251193E~
Q2471891442E~
Q2457679413E~
Q2450560043E
Q2443690444E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
E
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E
http://www.treasurydirect.gov/BC/SBCPrice 5/12/2008
enom issue
Date
$25,11/1973.
$25 09/1973'
$2508/1973
$25 07/1973.
$25 12/1973:
$25;01/1974
$25 02/1974;
$25;03/1974:
$25;06/1973;
$25 04/1973
$25.03/1973
$2502/1973:
$25;10/1972;
$25;09/1972.
$25;11/1972
$2501/1973:
$25;08/1972;
_,$25,06/1972:
$25 05/1972
$25:04/1972'.
$25;03/1972,
$25 .:.02/1972.....
$25;12/1971,
$25111/1971;
$25:10/1971;
$25 09/1971.'.
$25 08/1971:
$25;06/1971:
$25.05/1971;
$25;04/1971
$25 02/1971
$25.01/1971'
$25'12/1970
$25 11/1970
$2510/1970
$25 09/1970
$25 07/1970:
$25 06/1970
$25 04/1970
$25,03/1970.
$25 02/1970
$2501/1970
$2512/1969
$25~10/1969,~
$25.,09/1969;
Next Final
Accrual Maturity
.11/2003;
09/2003.
08/2003
.07/2003,;
12/2003
01/2004.
02/2004
~03/2004~;
06/2003;
04/2003.
X03/2003;
02/2003
:10/2002:
X09/2002'
11/2002;
01/2003.
08/2002:
06/2002
05/2002:
,04/2002:
,03/2002:
_ .02/2002.
12/2001..
11/2001:
10/2001,
09/2001_
08/2001?
06/2001;
05/2001;
04/2001..._
02/2001.
01/2001:
12/2000
11/2000
10/2000
09/2000
07/2000_
06/2000
04/2000
03/2000
02/2000
01/2000
12/1999
10/ 1999 ;
09/1999;
Issue
Price
$18.75:
$18.75
$18.75
$18.75.,
$18.75:
$18.75,
$18.75
$18.75;
$18.75,
$18.75:
$18.75
$18.75
$18.75
$18.75
$18.75;
$18.75..
$18.75
$18.75.
$18.75
$18.75
$18.75
_$18.75
$18.75
$18.75
$18.75
$18.75.
$18.75
$18.75.;.
$18.75
$18.75,.
$18.75;.,
$18.75
$18.75;
$18.75
$18.75
$18.75
$18.75
$18.75 .
$18.75.
$18.75 ;
$18.75
$18.75
$18.75
$18.75;
$18.75
Interest Interest Value
Rate
$113.01.
$113.01.;
$112..99:
$112.71r
$109.73
$109.73 ~:
$109.73
$109.'73;
$111.45
$111.14
$111.14;
$111.14
$109.30
$109.:30
$109.:30
$110.81,
$109.30
$107."79
$107.44
$107.44
$107.44
$107.42
$107.91
$107.61
$107.61
$107.61
$107.61
$108.20
$107.85
$107.85;.
$107.85 ',
$107.55'
$121.26
$120.94
$120.94
$120.94
$120.61
$119.25
$118.61,
$118.61.
$118.59:
$118.25
$116.G7
$116.27
$116.2 7
$131.76. MA
$131.76. MA
$131.74: MA
$131.46 MA
$128.48 MA
$128.48: MA
$128.48: MA
$128.48 ~ MA
$130.20 ~ MA
$129.89 MA
$129.89± MA
$129.89 ~ MA
$128.05 ~ MA
$128.05 ~ MA
$128.05 ~ MA
$129.56y MA
$128.05 MA
$126.64 MA
$126.19 MA
$126.19, MA
$126.19' MA
$126.17! MA
$126.66 MA
$126.36 * MA
$126.36 MA
$126.36 MA
$126.36: MA
$126.95 MA
$126.60 ~ MA
$126.60. MA
$126.60 , MA
$126.30: MA
$140.01 MA
$139.69 MA
$139.69 MA
$139.69 MA
$139.36 ~ MA
$138.00 MA
$137.36 MA
$137.36 MA
$137.34 MA
$137.00 MA
$135.72; MA
$135.02 MA
$135.02 ~ MA
Calculated Value of Your Paper Savings Bond(s)
Page 2 of 2
Q2438150769E E $25 ,08/1969: 08/1999; $18.75' $116.26., $135.01 MA
Q2425563592E E $25 07/1969 07/1999 $18.75 ~ $115.96 $134.71: MA
Q2419458729E E $25, 05/1969 05/1999., $18.75 $119.85 $135.60 MA
Q2406767429E~ E $25 04/1969, _
04/1999. $18.75; $118.52 $137.27 MA
Q2400315444E E $25., 03/1969: 03/1999; $18.75; $118.52. $137.27, MA
Q2393079611E E $25 02/1969: 02/1999. $18.75 $118.52 $137.27 MA
Q2386343620E E $25 01/1969: 01/1999, $18.75 $118.52. $137.27; MA
Q2373422476E E $25, 11/1968; 11/1998'; $18.75: $116.69, ; $135.44 MA
Q2366320589E~ E $25; 10/1968 , 10/1998, $18.75,,. $115.39 ,
$134.14; MA
Q2358704752E E $25. 09/1968, , 09/1998. $18.75_ _
$115.39, ~ $134.14 MA
Q2351610356E E $25: 08/1968 08/1998 $18.75 $115.39 ' $134.14 MA
Q2340007416E E $25, 0.6/1968; 06/1998: $18.75 $115.41 $134.16
. MA
Q2338904041E E $25 05/1968: 05/1998„ $18.75: ,
$113.82; ,
$132,.57 MA
Q2331167898E E $25. 04/1968: 04%1998: $18.75; $112.53, $131.28: MA
Q2325606558E E $25.. 03/1968 03/1998: .$18.75. $112.53 $131.28 MA
Q2310847729E E $25, 02/1968; .02/1998: $18.75 $112.53: $131.28! MA
Q2310748039E: E
~ $25; 01/1968; 01/1998, $18.75 $112.53, $131.28, MA
Q2288921909E. E $25., 10/1967; :10/1997 $18.75; $109.70: $128.45: MA
Q2287612431E. _ E $25. 09/1967.'.... 09/1997. $18.75: $109.70, $128.45 MA
Q2277266801E E $25 08/1967; 08/1997; $18.75; $109.70, $128.45 MA
Q2266778012E E $25: 06/1967 06/1997. $18.75 ~ $109.71 $128.46; MA
Q2259211260E E $25 05/1967 05/1997., $18.75: $108.31: $127.06: MA
Q2253268832E E $25.. 04/1967.; 04/1997'., $18.75 $107.11 $125.86: MA
Q2248357813E E $25: 03/1967; 03/1997; $18.75: $107.11, $125.86: MA
Q2241504373E; E $25 02/1967; ~ 02/1997. $18.75 $107.11 $125.86 MA
Q2241097194E E $25 02/1967: 02/1997', $18.75: $107.11 $125.86 MA
Q2295907860E~ E $25 11/1967: ~ 11/1997; $18.75 $110.95 $129.70 MA
_ - Totals for 72 Bonds ;1,350.00 ~ ;8,101.08 ' 59,451.08
Notes
NI .Not Issued
NE ~ Not eligible for payment
P5 :Includes 3 month interest penalty
MA 'Matured and not earnin interest
http://www.treasurydirect.gov/BC/SBCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2008
Page 1 of 3
Total Price Total Value Total interest YTD Interest
$4,387.50 $46,383.10 $41,995.60 $0.00
Bonds: 1-117 of 117
Serial # Series Denom Issue
Date Next Finat
Accrual Maturity Issue
Price Interest Interest
Rate Value Note
L4006669041E E $50; 1954:
09/ .. ,.09/1994. $37.50: . $312.12: _ $349.62. MA
L4006669040E: E $50. .
_
10/1954, 10/1994 $37.50, $316.82: $354.32 MA
L4006669039E E $50 11/1954 11/1994. $37.50: $316.84. $354.34:, MA
L4006669038E; E $50: 12/1954: 12/1994: $37.50, $317.56, $355.06: MA
L4006669037E E $50 01/1955 ; ! 01/1995 ; $37.50 , $317..56. $355.06. _MA
L4006669036E; E $50 02/1955: , 02/1995 $37.50. $317.56., $355.06, MA
L4006669035E , E ,
$50 03/1955 , 03/1995 $37.50 ; $321.02; $358.52: MA
L4006669034E E $50 04/1955r ;,04/1995._ $37.50, $325.64: $363.14 MA
L4006669033E; E $50 05/1955_; .. .;.05/1995; $37.50. $325.64. $363.14 MA
4006669032E' E $50, 06/1955; 06/1995. $37.50'. $326.60'_ $364.10, MA
L400666901E, E $50, 06/1955; 06/1995! $37.50'; $326.60: $364.10 MA
L4006669030E' E $50, 07/1955, ' 07/1995'. $37.50.; $326.60, $364.10, MA
L4006669029E E $50 08/1955; _ ,08/1995, $37.50 $326.60; $364.10 MA
~L4006669028E E $50. ,
09/1955; .09/1995., $37.50; $330.14; $367.64; MA
L4006669027E ; E $50 10/1955 ; , 10/1995 , $37.50 , $335.08 , $372.58: MA
L4006669026E E $50 12/1955 ; 12/1995, $37.50 ; $336.08 $373.58.: . MA
L4006669025E E $50 01/1956, _ .01/1996:. . ..$37.50; $336.08 $373.58 _MA
4006669024E E $50 ;02/1956; 02/1996 $37.50'; $336.08. $373.58. MA
4006669023E; E $50 03/1956; ;03/1996;, . $37.50a $339.68- $377.18 MA
L4006669022E, E $50 !04/1956; 04/1996, $37.50; $350.16; $387.66_. MA
L4006669021E
E
$50
;05/1956;
05/1996.;
$37.50,
$350.16,
$387.66
MA
L4006669020E E $50 ; 06/1956 06/1996'. $37.50 ! $351.08 , $388.58, MA
L4006669019E' E $50 '07/1956; 07/1996: $37.50 $351.08. $388.58;, MA
L4006669018E E $50 :08/1956; 08/1996 $37.50: $351.08; $388.58; MA
L4006669017E E $50 ,09/1956; 09/1996.. $37.50,... $354.88., $392.38; _ MA
L4006669016E E $50 ;10/1956: 10/1996 $37.50; $359.46 $396.96 MA
L4006669015E E $50 11/1956' 11/1996 $37.50; $359.44; $396.94; MA
L4006669014E E $50. .12/1956. ; 12/1996: $37.50 $361.62, $399.12, MA
L4006669013E: E $50 .01/1957: 01/1997 $37.50 $361.62; $399.12, MA
L4006669012E E $50 '02/1957 02/1997 $37.50: $362.30; $399.80' MA
L4006669011E E $50 :03/1957 03/1997 $37.50 $362.30; $399.80, MA
L4006669010E E $50 ;04/1957' .04/1997, $37.50' $362.30, $399.80; MA
L4006669009E E $50 05/1957 ; .05/1997 $37.50 $362.30 , $399.80; MA
L4006669008E E $50 06/1957 06/1997 $37.50 $367.94 $405.44- MA
L4006669007E E $50 ,07/1957, 07/1997 $37.50, $372.66. $410.16; MA
L4006669006E~ E $50 08/1957 08/1997 $37.50. $372.64. $410.14 MA
L4006669005E E $50 09/1957, ._09/1997 $37.50 $372.64. $410.14 MA
L4006669004E E $50 '10/1957 10/1997. $37.50. $372.64. $410.14. MA
L4006669003E E $50 ,11/1957. 11/1997 $37.50 $372.64, $410.14 ; MA
L4006669002E E $50 ,12/1957 12/1997 $37.50. $324.44, $361.94: MA
L4006669001E E $50 ..01/1958: 01/1998. $37.50. $328.'74; $366.24. MA
L4006669000E E $50 ,02/1958; 02/1998 $37.50; $328.'74, $366.24 MA
L4006668999E E $50 , 03/1958: .03/1998 $37.50 $328.'74 $366.24 MA
L4006668998E~ E $50 04/1958: 04/1998 $37.50 $328.'74 $366.24, MA
L4006668997E E $50 .05/1958 05/1998 $37.50 $328.'74 $366.24: MA
L4006668996E E $50 ; 06/1958 ~ 06/1998 $37.50: $331.!56: $369.06 , MA
httn://www.treasurydirect.gov/BC/SBCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Page 2 of 3
L4006668995E E $50 07/1958 07/1998 $37.50; $335.94 $373.44 MA
L4006668994E E $50 ;08/1958. 08/1998: $37.50. $335.92; $373.42: MA
L4006668993E E $50 ,09/1958; .09/1998; $37.50: $335.92: $373.42: MA
L4006668992E ~ E $50 ,10/1958 10/1998 $37.50 $335.92. $373.42: MA
L4006668991E E $50 .;11/1958 11/1998 $37.50 $335.92 $373.42 MA
L4006668990E: E $50 ,12/1958 ; :12/1998 $37.50 ; $341.1.8 ; $378.68 MA
L4006668989E; E $50 01/1959: 01/1999, $37.50; $345.56, $383.06; MA
L4006668988E E $50 02/1959 , 02/1999 $37.50. $345.56: $383.06 i MA
L4006668987E~ E $50 .03/1959: 03/1999 $37.50: $345.56; $383.06: MA
L4006668986E ~
_- _ E $50 04/1959;_ , 04/1999 $37.50 $345.56.
_ $383.06: MA
,
L4006668985E E $50 05/1959; 05/1999 $37.50; $345.56 $383.06; MA
L4006668984E E $50 , 06/1959. 06/1999 $37.50 ; $338.26 $375.76.;. MA
L4006668983E E $50 07/1959 07/1999; $37.50; $338.26., $375.76; MA
L4006668982E~ E $50 08/1959; .08/1999: $37.50: $334.52: $372.02: MA
L4006668981E E $50 09/1959 09/1999 $37.50_ $338.70, $376.20; MA
L4006668980E E $50 ;10/1959: 10/1999 • $37.50: $338.70 $376.20 MA
L4006668979E~ E $50 :11/1959 11/1999 $37.50: $338.70 $376.20; MA
L4006668978E' E $50. :12/1959: 12/1999;
~ $37.50. $339..50, $377.00.. MA
L4006668977E E $50 01/1960 01/2000 $37.50: $339.50 ~ $377.00 ~ MA
L4006668976E E $50 ; 02/1960 ; , 02/2000 $37.50 ; $342.84 ; $380.34 ; MA
L4006668975E. E $50 :03/1960 03/2000 $37.50; $347.22; $384.72 MA
L4006668974E, E $50 :04/1960; ; 04/2000 $37.50.. $347.22.. $384.72: MA
L4006668973E; E $50 05/1960; .05/2000'.. $37.50; $347.22, _
$384.72: MA
L4006668972E E $50 , 06/1960 , 06/2000. $37.50 ; $347.88 $385.38. MA
L4006668971E E $50 07/1960 07/2000 $37.50' $347.88' ~ $385.38 MA
L4006668970E E $50 .08/1960'0 ,08/2000, $37.50+ $351.54: $389.04:; MA
L4006668969E, E $50 09/1960. 09/2000..,, $37.50;. . $356,.06; $393.56. MA
L4006668968E ; E $50 .10/1960, 10/2000 $37.50 ; $356.08 $393.58: MA
L4006668967E E $50 :11/1960 11/2000 $37.50; $356.08: $393.58; MA
L4006668966E; E $50 .12/1960 .12/2000 $37.50; $356.86 ~ $394.36 MA
L4006668965E E $50 =01/1961: , 01/2001 $37.50,:. $356.86; ,
~ $394.36: MA
L4006668964E E $50 :02/1961 02/2001 $37.50.: $360.64; $398.14, MA
L4006668963E: E $50 ,03/1961; 03/2001. $37.50; $365.2.4' $402.74 MA
L4006668962E E $50, 04/196.1: 04/2001. $37.50, $365.22.; $402.72 MA
L4006668961E E $50 05/1961., ~ 05/2001'., $37.50:. $365..22.;. ~ $402.72 MA
L4007389807E. E $50. 09/1961; 09/2001 $37.50 $374.84 $412.34', MA
L4007389806E E $50 :08/1961; .08/2001. $37.50 , $370.26 $407.76 MA
L4006668960E E $50. 06/1961; 06/2001 $37.50, $366.40 $403.90 MA
L4007389805E: E $50, 07/1961; 07/2001. $37.50: $366.40. ~ $403.90, MA
L4006668957E. E $50 01/1962 01/2002 $37.50, $376.00. $413.50. MA
L4006668958E; E $50: 12/1961' 12/2001 $37.50•. $376.00; $413.501 MA
L4006668959E E $50. 11/1961: 11/2001 $37.50 $374.80 $412.30: MA
L4007389808E E $50. 10/1961: 10/2001 $37.50.] $374.80; $412.30
', MA
L4006668956E , E $50 02/1962: 02/2002. $37.50 ; $380.00: .
$417.50. MA
L4006668955E E $50 03/1962 03/2002 $37.50; $383.04. $420.54 MA
L4006668954E E $50 04/1962.. 04/2002 $37.50.; $382.98 ; $420.48 MA
L4006668953E E $50. 05/1962 05/2002 $37.50 $382.98 $420.48 MA
L4006668949E E $50, 09/1962 09/2002 $37.50, $391.14 ,
$428.64' MA
L4006668952E E $50 06/1962 06/2002. $37.50 $384.08 $421.58 MA
L4006668951E E $50. 07/1962: 07/2002 $37.50, .
$384.08 $421.58. MA
L4006668950E E $50:, 08/1962: 08/2002 $37.50: $388.12. $425.62.: MA
L4006668948E E $50. 10/1962. _10/2002 $37.50_ $391.16 $428.66 MA
_
L4006668945E E $50: 01/1963 01/2003 $37.50 ~ •,
$392.94 $430.44 MA
L4006668946E E $50 12/1962. 12/2002 $37.50 $392.94 $430.44! MA
L4006668947E E $50, 11/1962, 11/2002, $37.50, $391.16 $428.66. MA
L4006668944E E $50 02/1963 02/2003 $37.50; $397.12. $434.62; MA
L4006668943E E $50 03/1963- 03/2003 $37.50. $399.14, $436.64 MA
L4006668942E E $50 04/1963. 04/2003 $37.50 $399.08: $436.58 MA
L4006668941E E $50 05/1963: 05/2003. $37.50: $399.08 $436.58 MA
L4006668940E E $50 06/1963. .06/2003. $37.50 _ $402.40, $439.90; MA
L4006668939E E $50 07/1963' .07/2003 $37.50. $402.40; $439.90. MA
http://www.treasurydirect.govBC/SBCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Page 3 of 3
L4006668938E E $50 '08/1963' 08/2003 $37.50: $406.'72 X444.22. MA
L4006668937E E $50 ,09/1963, 09/2003, $37.50, $408.84 X446.34; MA
L4006668936E E $50 ,10/1963- 10/2003; $37.50; $408.84; #446.34; MA
L4006668935E E $50 .11/1963: :11/2003: $37.50 $408.84. X446.34 MA
L4006668934E E $50 :12/1963. 12/2003 $37.50 $411.60; ;449.10 MA
L4006668933E E $50 01/1964 .01/2004 $37.50 $411.60 X449.10; MA
L4006668932E E $50 '02/1964: 02/2004, $37.50 $415.92 X453.42 MA
L4006668931E E $50 ;03/1964: 03/2004 $37.50a $418.08, $455.58 MA
L4006668930E E $50 04/1964 04/2004' $37.50' $418.04 ,
X455.54 MA
L4006668929E E $50 05/1964 05/2004 $37.50 $418.04. X455.54. MA
Totals for 117 Bonds 4 387.50 41 995.60 46 383.10
Notes
NI Not Issued
NE ~ Not eligible for payment
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
http://www.treasurvdirect.gov/BC/SBCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2008
Page 1 of 1
Total Price Total Value Total Interest YTD Interest
$3,375.00 $17,260.00 $13,885.00 $87.60
Bonds: i-6 of 6
Serial # Issue Next
Series Denom Final Issue
Interest Interest
Value
Note'
Date Accrual Maturity Price Rate
M72556742EE EE ; $1,000 02/1988,08/2008.: 02/2018,',,, $500.00 $895.60 4.00% $1,395.60. :
M72556743EE EE ' $1,000 02/1988;08/2008, 02/2018 $500.00: $895._60 4.00% $1,395.60
M72556741EE EE $1,000 07/1986:07/2008 07/2016, $500.00; $1,147.20 4.00% $1,647.20 '
D211897450E E $500 10/1976' 10/2006 $375.00: $2,351.40 $2,726.40 :. MA
M212875447E E ;$1,000 05/1972 Y__ . 05/2002: $750,00, $4,.297.60 ; $5,047.60 ;, MA
M212875448E E $1,000 05/1972', 05/2002; $750.00r $4,297.60 , $5,047.60 : MA
Totals for 6 Bonds $3,375.00! $13,885.00 '. $17,260.00 '
Notes
NI :Not Issued
NE .Not eligible. for payment
___
P5 Includes 3 month interest penalty
MA Matured and not earnin interest
htM~//www.treasurvdirect. euv/R(",/SRCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2008
Page 1 of 1
Total Price Total Value Total Interest YTD Interest
$225.00 $1,639.84 $1,414.84 $5.04
Bonds: 1-6 of 6
Serial # Issue
Series Denom Next Final Issue Interest
Interest
Value
Note
Date Accrual Maturity Price Rate
L2098595551E E $50 02/1978 : , 02/2008 ~ $37.50 $219.40 X256.90 `. MA
L2085302731E . E $50 07/1977 : ; 07/2007; $37.50. $241.84 X279.34, MA
L2073106262E . E $50 05/1977 : , 05/2007. $37.50 $241.30; f ;278.80: MA
L2067853567E . E $50.03/1977 , 03/2007 $37.50; $238.58: X276.08 MA
L2053800343E E $50';12/1976 :; .12/2006; $37.50 $238.58; ;276.08; MA
L2043615788E E $50:08/1976 : 08/2006 $37.50 $235.14;. #272.64; MA
Totals for 6 Bonds 225.00 1 414.84 1 639.84
Notes
NI :Not Issued
NE ;Not eligible for payment
P5 ;Includes 3 month interest penalty
MA Matured and not earnin interest
http://www.treasurydirect.govBC/SBCPrice 5/12/2008
Calculated Value of Your Paper Savings Bond(s)
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 04/2008
Page 1 of 1
Total Price Total Value Total Interest YTD Interest
$262.50 $1,850.82 $1,588.32 $9.58
Bonds: 1-7 of 7
Serial #
Series Denom issue
Date Next Final
Accrual Maturity Issue
Price Interest
interest Rate
Value
Note
L2098595578E E $50: 04/1978 ; x 04/2008: $37.50; $179.58; ; X217.08, MA
L2098595524E E $50; 01/1978 ; , 01/2008; $37.50: $219.40.. ;256.90:, MA
L2073106298E . E $50 , 06/1977 , 06/2007 $37.50 $241.90 ; X279.40 ; MA
L2067853599E E $50 04/1977 ; .04/2007; $37.50; $238.58. $276.08, MA
L2067853527E .
; E ~ $50 x
02/1977 : ; 02/2007r $37.50', $238.58 ~276.08~ MA
L2043615841E ; E $50 ,
.10/1976 , 10/2006; $37.50. $235.14; X272.64; MA
L2043615773E E $50 08/1976 08/2006.; $37.50 ~ $235.14 $272.64 MA
Totals for 7 Bonds: 262.50' 1 588.32' 1 850.82
Notes
NI Not Issued
NE ~ Not eligible for payment
P5 ~ Includes 3 month interest penalty
MA Matured and not earnin interest
http://www.treasurydirect.govBC/SBCPrice 5/12/2008