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Home My WebLink About04-15-09rJ 1505607120 REV-1500 ~ (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year file Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 12 4 7 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 069 22 3273 10 15 2008 04 22 1917 Decedent's Last Name FREEMAN (If Applicable) Enter Surviving Spouse's Information Below Suffix Decedent's First Name MARY Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW MI M MI ~ J 1. Original Return ^ 2. Supplemental Return ^ 3, Remainder Return (date of death prior to 12-13-B2) 4. Limited Estate ~ 4a. Future {Merest Compromise ~ 5. Federal Estate Tax Return Required (date of death after 12-12-82) J 6. (Attach Cop of Will) to ^ ~' Attach Copy of T ~)a Living Trust 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death between t2-31-91 and i-t-g5) ~ 11. Election to tax under Sec. 9113(A) (gttaCh Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 717 532 ?388 Firrn Name (If Applicable) WEIGLE & ASSOCIATES , P . C . REGISTER OF WILLS USE ONLY First line of address ev ~ .~ ~=~ {Tl 126 EAST ICING STREET ~ =''~ ~' '~`- `~ __~..~ Second line of address ~"' ^ ~ ~~ ` `~ ? r : I - ~ -t7 c.rt _~_ t:.~ . c. ' ~-; C7 -t7 ~ i~-~ ~ City or Post Office State ZIP Code DA's-~IC~D ~ - .. "'r'~ SHIPPENSBURG PA 17257 _ ~ ~=-+ ~ ~ ~" ~-r ~ " hL ~ 'Ya Correspondent's a-mail address: Under penalties of perjury, I deGare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, co nd complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. SIGNAT OF PERSO ESP NSIB~LE/FOR FILING RETURN DATE /~ ~~Li[.e.,il / // Frank Coffev Ill i~ - ~ I_ -- O g 301 AFlenview Drive, Me hanic ur , PA 17055 IGNATURE OF P ARER O E N RE S AT DATE ~'~ ~ / Jerry A. Weigle Esquire Z,--- /~A ~--~~ 126 East King Street, Shi rg, PA 17257 Side 1 1505607120 15056D712D J c D 1505607220 REV-1500 EX Decedent's Social Security Number oe~edenrs rvar„e: Mary Margaret Freeman 0 6 9 2 2 3 2 7 3 RECAPITULATION 1 . Real Estate (Schedule A) ..................................................................................... . 1. 2. Stocks and Bonds (Schedule B) .............................__...........................__............. 2. 17,977.60 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .............................._....................... 4. 2,200.00 5. Cash, Bank De osits ~ Miscellaneous Personal Pro e P p rty (Schedule E) ............... . 5. 5 2 , 4 6 7 3 4 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. 7 2, 6 4 4 9 4 9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9. 15,040.25 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 478.71 11. Total Deductions (total Lines 9 & 10) ..............................-.. ................................ 11. 1 5 , 5 18.9 6 12. Net Value of Estate (Line 8 minus Line 11) .............................__. ......................... 12. 5 7 , 12 5 9 8 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) ....................................... 5 7 , 12 5 9 8 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 .co 0 0 0 15. 0 0 0 16. Amount of Line 14 taxable 4 5, 6 2 5 9 8 at lineal rate X .045 16. 2, 0 5 3.17 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 0 0 0 18. Amount of Line 14 taxable at collateral rate X .15 11 , 5 0 0 0 0 18. 1, 7 2 5 0 0 19. Tax Due .............................................................. 19. 3 , 7 7 8.17 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L 1505607220 1505607200 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-08-1247 DECEDENT'S NAME Mary Margaret Freeman _ ___ STREET ADDRESS 206 East Burd Street CITY STATE ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount 3,600.00 188.91 Total Credits (A + B + C) (1> 3,778.17 (2) 3,788.91 3. InteresUPenalty if applicable p. Interest E. Penalty Total InteresUPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. 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 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is theBALANCE DUE Make Check Payable fo: REG-STER OF WILLS, AGENT ~_ , ~.: ,~ (3) (4) 10.74 (5) (5A) (56) PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :............................................................................. ^ ^x b. retain the right to designate who shall use the property transferred or its income :................................ ^ 'Uj c. retain a reversionary interest; or ..............................__..........................................................__................ ^ d. receive the promise for life of either payments, benefits or care? ........................................................... ^'~ ^x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................................................................................. ^ i~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .............................._..........................................................._..................... ^ l~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. _. _~.,,--~-.._- --- --- --r-T--- -- __ -- _~_ ~ -~-_ -- - -------- - -- -- - _ ;~ ^? t 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 statuted~es not exemota transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve j12) percent j72 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-1501 EX+ (6-56) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF (FILE NUMBER Freeman, Mary Margaret 21-08-1247 All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 1,060 shares of XCEL Energy, Inc. 16.96 17,977.60 TOTAL (Also enter on Line 2, Recapitulation) 17,977.60 (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 B (Rev. 6-98) Rev-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES 8~ NOTES RECEIVABLE ESTATE OF - (FILE NUMBER Freeman, Mary Margaret 21-08-1247 All property jointlyowned with right of survivorship must be disclosed on Schedule F. (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 D (Rev. 6-98) Rev-1506 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, 8t MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Freeman, Mary Margaret 21-08-1247 InGude 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 Forest Park Health Center -refund 3,521.50 2 Orrstown Bank Certificate of Deposit #4000029002 11,900.00 Accrued interest on Item 2 through date of death 20.20 3 Orrstown Bank Checking Account #103001885 36,425.34 Accrued interest on Item 3 through date of death 0.30 4 Homes 8~ Edwards Silver-Plate Flatware 50.00 5 Lady's Diamond Dinner Ring 350.00 6 Spode Dinnerware 200.00 TOTAL (Also enter on Line 5, Recapitulation) I 52,467.34 (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-1151EXr(~2-99) SCHEDt~LE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INR SIDENTEDECEDENTRN ADMINISTRATIVE COSTS ESTATE OF I FILE NUMBER Freeman, Mary Margaret 21-08-1247 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A, FUNERAL EXPENSES: See continuation schedule(s) attached 11,900.00 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 Weigle 8c Associates, P.C. 2,500.00 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 Register of Wills, Cumberland County 169.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 471.25 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 15,040.25 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 Freeman, Mary Margaret 21-08-1247 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Fogelsanger-Bricker Funeral Home 11,900.00 H-A Subtotal 11,900.00 Other Administrative Costs 2 Cumberland Law Journal -advertising Letters Testamentary 75.00 3 Linda K. Klein -notary fee 20.00 4 Mary A. Roell, C.A.P.P. -appraisal fee 80.00 5 Mummas Jewelry -appraisal fee 50.00 6 News Chronicle -advertising Letters Testamentary 121.25 7 Register of Wilts, Cumberland County -filing PA Inheritance Tax Return 15.00 8 Register of Wills, Cumberland County -filing Family Settlement Agreement 75.00 9 Weigle 8~ Associates, P.C. -reimbursement for postage, xerox copies, and long 35.00 distance telephone calls H-B7 subtotal 471.25 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (8-98) scHEDU~E ~ DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Freeman, Mary Margaret 21-08-1247 Include unreimbursed medical expenses. (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 ANIA COM wTA BENEFICIARIES NCETAXRETURN NHER RESIDENT DECEDENT ESTATE OF FILE NUMBER Freeman, Mary Margaret 21-08-12 47 NAME AND ADDRESS OF RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Truata s) (Words) ($$$) I TAXABLE DISTRIBUTIONS [inGude outright spousal f . ers distributions, and trans under Sec. 9116(a)(1.2)] 1 Adam Bickford Friend Cash Bequest 1,000.00 21 Farmington Way New Providence, PA 17560 2 David Bickford Friend Cash Bequest 1,000.00 3167 Jessica Drive Dover, PA 17315 3 Janelle Bickford Friend Cash Bequest 1,000.00 4126 N. Commercial Avenue Portland, OR 97217 4 Karen Bickford Friend Cash Bequest 2,000.00 835 Millwood Road Willow Street, PA 17584 5 Frank Coffey 111 Son Residue 45,025.98 301 Allenview Drive Mechanicsburg, PA 17055 See continuation schedule attached Continuation 7,100.00 Total 57,125.98 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEETS U.UU Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) SCHEDULE J The BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Mary Margaret Freeman 10/15/2008 069-22-3273 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) b Katmeen ~ottey Daughter-in-Law 301 Allenview Drive Mechanicsburg, PA 17055 7 James W and Sandra W. Freeman Grandchild 91 Fogelsonger Road Shippensburg, PA 17257 8 Anna Gettel Friend 474 East King Street Shippensburg, PA 17257 9 Verl Grim Friend 411 Maple Hill Avenue Shippensburg, PA 17257 Personal Property 550.00 Bequest Personal Property 50.00 Bequest Cash Bequest 4,000.00 Cash Bequest 2,500.00 Total 7.100.00 LAST WILL AND TESTAMENT I, MARY MARGARET COFFEY FREEMAN, of 76 West King Street, Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. It is my intent and desire that I be buried in the Frank L. Coffey plot of lots located in the Spring Hill Cemetery, Shippensburg, Pennsylvania. THIRD. I give and bequeath my twelve (12) piece sterling silverware set, which is located in the dining room of my home, to JAMES W. and SANDRA W. FREEMAN, or the survivor thereof. FOURTH. I give and bequeath my twelve (12) piece place setting of Spode China (Chelsa garden pattern) and my diamond dinner ring with eight ($) small stones, to my daughter-in-law, KATHLEEN COFFEY. FIFTH. I give and bequeath the fiill sum of Four Thousand Dollars ($4,000.00) to my good friend, ANNA GETTEL, currently residing at 410 East King Street, Shippensburg, Pennsylvania 17257. SIXTH. I give and bequeath' the full sum of Two Thousand Five Hundred Dollars ($2,500.00) to my good friend VERL GRIM, currently residuig at 411 Maple Avenue, Sluppensburg, Pennsylvania 17257. SEVENTH. I gimme and bequeath the full sum of Two Thousand Dollars ($2,000.00) to my good friend, KAREN BICKFORD. EIGHTH. I give and bequeath the full sum of One Thousand Dollars ($1,000.00) to each of the f'uiiowing pGrsous -tivii0 «r~ tli~ ~1i-,~l.~rer, :;f the above-mentioned Karen Bickford: A. ADAM BICKFORD; B. DAVID BICKFOR~; acid C. JANELLE BICKFORD. .~~''~_ _ WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 NINTH. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved son, FRANK COFFEY, III, currently residing at 301 Allenview Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055. TENTH. In the event my said son, Frank Coffey, III, should predecease me or is not living on the sixtieth (60) day following my death, I then give, devise and bequeath my said estate to my grandson, DAVID J. COFFEY, on a per stirpes distribution basis. ELEVENTH. I nominate, constitute and appoint my son, FRANK COFFEY, III, to be the Executor of this my Last Will and Testament; if he be unable to fulfill the duties of Executor, I then nominate, constitute and appoint my grandson, DAVID J. COFFEY, to be the Executor of this my Last Will and Testament. TWELFTH. I direct that my personal representative shall not be required to give bond for the faithful performance of their duties in any jurisdiction. THIRTEENTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. FOURTEENTH. I direct my Executor to retain the services of JERRY A. WEIGLE, ESQUIRE, of WEIGLE, PERKINS & ASSOCIATES, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, MARY MARGARET COFFEY FREEMAN, have hereunto set my hand and seal to this my Last..Will and Testament, written on two (2) pages, the first page signed for identification only, this / S day of,,,~`~'-' , 2000. ~. ~~ WEIGLE, PERKINS & ASSOCIATES -ATTORNEYS AT LAIN - 126 EAST KING STREET - SHIPPENSBVRG. PA 17257-1397 This instrument was by the Testatrix, on the date hereof, signed, published and declared by MARY MARGARET COFFEY FREEMAN to be her Last Will and Testament, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ^ _--- i ~ -• ~ -~" v' ~ ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :§ I, MARY MARGARET COFFEY FREEMAN, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. S«~orn or affirmed to and acknowledged Before me by MARY MARGARET COFFEY FREE the Testatrix, this I S~ day of ~ : yv,~ , 2000. PiOT.~RIAL SEAL Jerry A. Weigle; Notary Public Shippen~b+srg, PP, C:~m~~eriand County ~~AY Commis~irr r;;r:i~ _., ,.<,`,-` er •^„'. 20Q2i WEIGLE, PERK[NS 6 ASSOCIATES -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA ~7Z57-1397 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, ~r1'~r~c L a ~- - (o r~r~ ~~ and ~~~ °C%~t,~rv~ ^~/U/,:~`_ the witnesses whose names are signed to the foregoing iris~Erument, being ~'uly qualified according to law, do depose and say that we were present and saw MARY MARGARET COFFEY FREEMAN, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she 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 will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more yeazs of age and of sound mind and under no constraint or undue influence. ~. cn~ _. ~ 1 , Sworn or affirmed to and subscribed before me by 1~~~~1 c ~ t~ L - l G m-Q-- witnesses, this f ~~day of ~~ , 2000. +i r=" Shrr ~,: '`;tt«,t,, . !rotary °u~lic f: ~ ~ , ~~ f~ ~ ~ ~:,`nbuna~!ri County -t. -- U7 ~~O? WE[GLE. PERKINS & ASSOCIATES -ATTORNEYS AT LAVJ - 726 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 ®R1~ST®~ITN B~~ A Tradition of Excellence December 19, 2008 To: Weigle & Associates 126 East King Street Shippensburg Pa 17257 From: Traci Yohe Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Mary Mazgazet Coffey Freeman Date of death October 15, 2008 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WTI'H ORRSTOWN BANK: CHECKING ACCOUNT Account # Title of Account 103001885 Mazgazet Freeman SAVINGS ACCOUNT Account # Title of Account CERTIFICATE OF DEPOSIT Account # Title of Account 4000029002 Mazgazet Freeman Date opened Principal Accrued Interest 06/13/00 36,425.34 0.30 Date opened Principal Accrued Interest Date Opened Principal Accrued Interest 09/29/08 11900.00 20.20 P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530. 717.532.4143 fax Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 r R ~~~ Nome Quotes Nrs Indnstrias tYlarketis i ~fEttntical Quotts BigRtporls ~Adv'M'1`oc~ls Prerr~um P~+uduGts This Historical Quotes tool allows you to look up a security's exact dosing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. __ __ _. , Enter Symbol: XEL 'Enter Date: 10/15/08 cel Energy Inc 4"%^dnc~sday-, C)ctober 15. 200$ G3nsi=~c; i'ri,e: 16.50 .>.en: 17.43 ;..lir#t7~ 17.58 `°"~ 16.33 «our~e' 4,099,300 Go To Charting v - rv 2-fit 1 7 " ~ y '" i~s~~ 1 ~~ G ~ .~ L'- 1 ~ ° - . i J i ~ 2 T to ..~~ .; ,f _~ i ° . http://bigcharts.marketwatch.com/historical/default.asp?detect=l&symbol=XEL&close d... 12/13/2008 M'U M M~ 5 34 WEST MAIN STREET MECHANICSBURG, PA 17055 APPRAISAL Phone: 717-766-9422 APPRAISAL Appraisal for: Estate of Margaret M. Freeman November 25, 2008 Lady's nine-stone diamond dinner ring. The shank and base of the ring are 14 karat yellow gold and the top of the ring is 14 karat white gold. The diamonds are all "old-mine-cuts." The ring includes six diamonds of approxi- mately .OS points each, one of which is chipped. Another two diamonds are approximately .20 points each. The largest diamond is in the ring's center, and it weighs approximately .31 points. The diamonds are all of fair color, cut and imperfection grade. Estate value: $350.00 This appraisal constitutes our corefutly studied opinion of O the retail repk~cement cost through our facTrties Q9 the distress sales nature value of the article(s) described above insofor as the mounting(si have permitted observation. We assume no Lability with respect to any ap-tiora that may be taken on the basis of this appraisal. / ? Appraiser .~ ` _ - _ . APPRAISAL REPORT OF PERSONAL PROPERTY OF ESTATE OF Mary Margaret Coffey Freeman, Deceased FOR Frank L. Coffey 301 Allenview Drive Mechanicsburg, Pa 17055 AS OF: November 22, 2008 BY: Mary A. Roell Antique Business Owner & Appraiser 44 North Bedford Street Carlisle, Pa 17013 717-241-5309 i 4 APPRAISAL CERTIFICATE I hereby certify that upon request for valuation of the personal property of The Estate of Mary Margaret Coffey Freeman, deceased. By Frank L. Coffey, 301 Allenview Drive, Mechanicsburg, Pa. 17055. I have personally and physically inspected the following listed personal property for the purposes of appraising and reporting the FAIR MARKET VALUE, AS OF this 22nd. day of November, 2008. The information and values contained in this report are based upon my experience as an antique dealer and appraiser, and other reliable sources. The personal property was found to be in very GOOD condition, unless otherwise noted. Values are reported piece by piece, and as a whole. All values reported have been determined with consideration to conditian of item, market conditions, and sale ability factors. APPRAISAL SUMMARY It is in my opinion that, as of this 22nd. Day of November 2008, the FAIR MARKET VALUE of the listed personal property for the Estate of Mary Margaret Coffey Freeman, is. (Two Hundred Fifty Dollars) ($ 250.00) Signed, ~'~?~' '7 ~/lf-/ ~. Mary A. Roell Antique Business Owner & Appraiser PERSONAL PROPERTY ~ Coffey Freeman, Estate Appraisal Spode -Dinnerware (Chelsea Garden) ....................... $ 200.00 (12 - 5 piece place settings) Flatware -Homes & Edwards (Silver plate) ...... ............ $ 50.00 (Service for 8) REPLACEMENT VALUE TOTAL $ 250.00 _..._ R .._ *M _ .. .. .. y ~ , << .~..W ,,. - ~ ", ~. ,....~..~5 _.at~: