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06-18-09 (2)
_I 15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Coun Code Year File Number Bureau of Individual Taxes tY Poeoxzagsol INHERITANCE TAX RETURN / 8 ~ ~ ~ '~ Z Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW ory 8 .m 7' M ~ R 9+ Y 'Y ~` Decedent's Last Name Su~x Decedent's First Name MI C ?~ y L E [ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Sukix Spouse's First Name MI _~~ii°°°° ~i ~~ Spouse's Social Securit Number ` ~° THIS RETURN MU ST BE FILED IN DUPLICATE WITH THE l REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-62) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Taz Return Required death aker 12-12-82) ~ 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust _ / 8. Total Number of Safe Deposi[ Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceetls Received O 10. Spousal Poverty Credit (date of death O 11. Election to taz 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 TO: Name Daytime Telephone Number A #8R CHI R E ~E sy i Ex ,, s lit / Firm Name If Applicable) Fwsasgexaasaasy~aaa gmr<:gvmage,:.n g-.u.y.,.ngeuaoe xce~;..«~.....+ar~a gva.&-~§n:sg.neaaasg REGISTER~IyLS USE of address ~:ii 4`- C7 :r-- ~ ~ -'m Clh~' ->G-~~-I C~ C -„ ~ City or Post Office State ZIP Code I ....r` s, ,~ ~Es ~ ~ ~r // ~/ ~ g Elx,.n ~,nC H R // t~/~.~ws .. UaI.R~G a .-e,:v.$m. ~ °an.Aa=r C m r t aC7 l Si:J q2 _: i,,7 ' c";:} 7.,1 _~ ~. !'rt :: e::J ., i Correspondent'se-mail address: GL°S~I%~/ds3®ComCttst nef Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, wrrect antl complete. Declaration of preparer other than the personal representative is based on all information of which oreoarer has anv knowledge. SIGNATURE ADDRESS FILING RETURN Ye; A1eChmrli~sbur,a. P~F 170 So DATE DATE II PLEASE USE-ORIGINAL FORM ONLY 15U56~51047 Side 1 15056051047 J ~n6 REV-1500 EX 15056052048 RECAPITULATION ... 1 Real estate (Schedule A). .......... ......... 1 i t y~gY ~ , ~. , , .,., g O ~ . tr *` Q;.yr ~ s+ie a'8 " . 2:q rt 2 Stocks and Bonds (Schedule B) ..... ..... ..... ......... 2 e = ;~- S O . ~qn, o- ;¢ #;br o-t. r a,trt""Q Y 4 ,_%g; hi S h d l C 3 ~ 4 ' i ~ b S ~~ 3. p ( c e u e ) .. Closely Held Corporation, Partnership or Sole-Proprietors o-1.. , r 2t ~.e :a: saxs~6a4dx sY tt ke 0>np a~.~.... ~$~$k~~l O a . o O6 4. Mortgages 8 Notes Receivable (Schedule D) ..... ......... ......... 4 ~$ + i4 t a . ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... 5 , x t. a: a OQ+ia Q~ko# ~~ a4tt~ >~t ~. ~ , 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. ~ ~~ ~' ??* bea'e'an ri$ 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested........ 7. _ ' ( <s aveae~sd~~$ ~.. 8. Total Gross Assets (total Lines 1-7) .................................... 8. ~ : ®~.._a `~, +..®..a 15. 16. 17. 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O ~~ ' ~ \ \~ Side 2 15056052048 15056052048 REV-1500 EX Page 3 File Number ~ I -0 8 - -/ let Decedent's Complete Address: DECEDENT'S NAME ---- STREETADDRESS - - - - - - Country 111e_ado~r,~ iRtfir~ment Com,u, __- H837 E, ?r~nd(e Road __ -- -_ _ CITY mCGr1G~ICS(du STATE ~~ ~ ZIP I7DS0 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments A. Spousal Poverty Credit -__ ___ _ _. B. Prior Payments _~.Z8fD00.. so _ C. Disceunt - O 3. InterestlPenalty if applicable D. Interest O E. Penalty p (1) a9.36z.a9 Total Credits (A+ g + C) (2) Total InterestlPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (3) / ~8 ~p0. e-o D (4) ~ 5. If Line i + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~ r 3 b 2, jy1 A. Enter the interest on the tax due. (5A) 3 ~, ~ 3 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) (, 3 9 `f. 42 Make Check Payable to: REGISTER OF WILLS, AGENT V 44 ~ ti#~~ 05fq>0i ttni } j t $ g g p $ i '5t C it¢L~f # #S 25¢ oA 0040 8 6 t Lp 4 )r • bM18k54£lgy,4~i #+P84v24~0 a 44 #i.. 4aD #{.% 80ep btin}!b6tbf.} f3a 8agP t9 «~txt l §a$, im..+ ~ay 6G0PRp #~etiendif3. {y 5rtai••~t'de'y(d~}>qp ¢g¢g {{ qq yy . ~t iiaf PC~%$9Yeianl~8 #9ql aS tyEy}4<a4w h 0¢0Q da 48 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property trans(erred :.................................................................................... ...... ^ b. retain the right to designate who shall use the property transferred or its inceme :...................................... ...... ^ c. retain a reversionary interest; or .................................................................................................................... ...... ^ d. receive the promise for life of either payments, benefits or care? ................................................................ ...... ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ........................................................................................................ ...... ® ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ........ ...... ^ ~f 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ...... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. a~4tYtEti~t~€~~°°stn~>t~~1;lss;t;ai~€1~i~=~°°s§iamt~~~ia~~tL€t~~~st~i~$s~t~~~t~~~~~§:f~~ti3§~)~~at~~~~i~3~F~t~~~~~i~~~L~~~S~~i1 x}~a€ttwtt~tt~3tttt~~~€~~i~~, For dates of death on or after July 1, 1994 and before January 1, 1995, the lax 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 (O) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only 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)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling 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-1 ud2 EX+ (6-ee) SCHEDULE A GOM NDHER TANCE TAX RETURN ANIA REAL ESTATE RESIDENT DECEDENT ESTATE OF n ~ ~ `y, a~x yLE FILE NUMBER Q // (~ ,rK.L' R p~~ ~O - '7 T z All real property owned solely or as a tenant In common moat be reported at feu market value. Fair market value is defined es the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant tects. Reel property which Is )ointlyowned with right of aurvlvorahlp must be dlacloaed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH .~~ %n~r~e/S%Aa•/ ~arposu. b.~ee~us-/ orprrt~a v~eaat /r~ of agroWn./ ~, ~ ~iScrc ~ .vorfl Coro/.i-a, r,,; lYlonrL CGun f)rcnlal Pate , Fsa, a~' Fit ~ Sri.-lerer~ti <<P, aF p%bunt, Nvrifi L'ahu/~%tq. /has 6~en rr}rlu/ ¢s G'oun3e/ sir ~ic irr4ll`rr. i~.s pnoear~il Rrrr/e~~~ ~i a~a/:var st ~r/q/td aa{{aent deea/ {e woo/d ~ QoNreltRses des, aneon~ vl`~*tr' /Z,;n~yr /ed ~ a ~n+e - CO1~SGIhing clisrutl testy 6CAe/~~!aries. Tlu Cott rf Sa;d d.Spet~i /lave dwh Qp/ror~S'one~/ t /Yu ex~+~` gloss%6/e ~4veen fCu /~ennc • ~.rohefi ~s/at a~sllyc NaF~i bare/%Ka pro6a~e' esh~e as w,%/ up~xar rxs~r ~i,/ly •~t /art oh ~ .er~~ahoH k~Tc`ieo/ ri s ~! e~ ffi+'s d ?7~r Tyt; 5 YYJ'IWt+ G W a,le. fPw said pro~11u~ h4s dam ~ccn cz'G1~a~ ~S Q I'C NOT C[crlGt f/y ~Iw9/l~ w ~ I'1 ~.. pro ~;dad ~' Q tl / brha6tiari in a ,~o rma,l a e-eo un h'n5 (bAt~leh'oN of fR;s estatr {a, b e ,'led a•~ J~• adMr ni s {ra.~+ ota . 1+, ryc - TOTAL (Also enter on line 1, Recapitulation) $ - ~ - (If more space is needed, insert additional sheets of the same size) PEV.ISOBE%.,119)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF C~%Ey, DERYLE R. FILE NUMBER 2 `O~- 5~7a I Include the proceeds of litigation and the date the proceeds were received by the estate. All property Jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ~u~ ~i~pos.~ ~x ~ Na. C'aro/iqq Gn{ttiney~ ito ~portab/e or assrssab/e assdPs or ;~tms. See inven~ry at}uohed~ -O -- ~• Deeededt enl~erreq~ ~ refirement ~loine ~ Tatt, err ,ZaoG aMd disposes/ of {xrni%ure a.rd ~oersona/y ~" ~Ct ~Snte. -"° - ~. ~e~und oh ~2rsona) ~tncome ~ , U.S• Trteas.-Iflyo ~ 890.00 TOTAL (Also enter on line 5, Recapitulation) I $ ~ I ~ DD BB&T SAFE DEPOSIT BOX INVENTORY RECORD Pinehurst Main Office Branch Location John F. Cazev (deceased) Lessee 6088501 8850100222 Profit Center Number Safe Deposit Box Number Dervle R. Caze deceased) Co-Lessee or Deputy The undersigned, a Qualified Person on the above referenced safe deposit box, hereby states that he/she entered said safe deposit box on the date indicated below and verifies that the following is a true and complete listing of the contents of said safe deposit box. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. o Check here if only a Will or other testamentary document was removed from the safe deposit box. d Check here if all of the above described items were removed from the safe deposit box and delivered to the Qualified Person. By signing below, the Qualified Person hereby agrees to indemnify and save harmless the Bank from any claim, demand, action, damages, coats or causes or actions arising out of or asserted against it for any reason in connection with the above- ferenced safe deposit box. bJe ~P ~~~4 PFl ; +~ l/• ~ Name of Qualified Person (Printed or Typed) Stgnature of Qualified Person ~l ~d.~.so.-• ` BB&T Vault Custodian (Printed or Typed) Signature of BB&T Vault Custodian (Rev. O 1 /03/08) Retain in Branch File Permanently ~nEV45N FX. p~91) SCHEDULE F CDMMDNWEALTHOF PENNSYLVANIA JOINTLY•OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF G9T/C.CY~ ~~/LE R FILE NUMBER a/- b~- viz If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVINGJOINT TENANT(S)NAME ADDRESS RELATIONSHIP TO DECEDENT A. i4LF,eE17 L'. R/MA'1~P (oa08 /~esfover wive Son hlel:ha.n~csbM,r~, PA I~oso B. WIFL7Eti Rrt~m~ ro7yo Harmony C•>-+~vc Rd. ~o„ mover, PfF I'1315 C. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FDRJDINi TENANT DATE MODE JOINT DESCRIPTIDN DF PROPERTY Include name ofManCial inslltulion and hank aawunl number or simiWridendyinp number. Attach deed for jointly~hald real ealate. DATE OF DEATH VALUE OF ASSET %OF DECD'S WTEREST DATE OF DEATH VALUE OF DECEDENT'S WTEREST t. 1&. b/s/ •FirSf ,132n.~ /rF%rs~' 73Ank © </;rginia /~aet No. ~f 83 003 6 (0 2 17rincipu.i ~ 4, 301. S9 ¢ q, 301, 89 SD.ya ,~ ~,GSo99S char. i »t. . 3 0 3` 9, 3vj_ &9 1 Csee VR~4s~on I e$u a~'f'aG~) .?. f~. 3~ib~o `f3~ fT 'Ba.Hk. C•1~9 J Aee+~. No. 3(o 8 a SY SD,o ~y', 129. b~E Dooa' 117,E (nl8 l2 . ('see valbta,l,Op1 ~eihr atfac~ted~ .~, !~'.~ a.~12~~ COMMFf'c¢ BQAtk C~Ge.kinfi ~~'•Na, J f ' Sal b'b5' >+oo I~, ~as.93 solo ~6, 81.97 Pte;„~;P,..l ~`I~,coas.4>z aur. '.nt. ,45• ~3~(Q 1 S . 9 3 , y. , ~ yy. 1 ~/ 1 Cs~e V2/Il4iJ70N ~eI1G'~ Q110.LV1t~) //~~ were: a1'~oMglt 1~5~'e[iI hG*'enn 4C ~ein.'I"tor i nl~eri }ttMee 11'~x ~u.~^ pos¢s a~t~ ~T~x {~ ,~riMatit~ ©wrt¢r o{ ~SS aeeowH!' is ~/Pied C, R,rnmu- anoP vurF' ~ deeeaPut` TOTAL,(Also enter online 6, Recapitulation) $ ~~7 ~ 59 3. ~p Q Date of Death Balance Account Title Deryle R Carev or Walter Rimmer Account# 483003662 Account Type Checkine The balance of the account listed above is 9.341.59 as of 3127/08 with the accrued interest being .30 and the I'TD interest being 2.38, This information was provided by: ~V • U..e ~~2rC'wu Tina C Dennis Research Assistant Date 7;21!09 P.O. Box 866 Troy, NC 273 7 1-0866 970-572-3934 9~0-572-3262 Fax www. Fi rstBancorp_ corn First sank ' 46 Pinecz•eat Plaza OWNERBNIP OF ACCOUNT • -lRSOWAL ^ INDNIDUAL ^ PERSONAL AGENCY race 401ow1 ® JOINT • WITH SURVIVORSHIP bn Mlowl ^ J07NT - NO SURVIVORSHIP tae [enema in comment ^TBUST-SEPARATE AGREEMENT: PAYABLE ON DEATH IPODI DESIGNATION A6 DEFINED IN THIS AGREEMENT INsma and Atldrese of IbMlcledsal: ~[ 8ANR JLNYT ACCOUM W/1T1 R/ONT OL' StIAV/VORSN/p G.S. 1534.10.1 Wa, Me ulMralgrrd, utdanhnd toot by eagb0ahino a ~o1m xeoutt unMr Ma provbbns of Nonh CaroI1M Geroral $tatuu (63.146.1 ihet 7. The batik mey pay the money in the ¢coum to, or vn the order oY, any Psnpn named m the aecoun[ rxrbas we have epsead with the bank Mat wNhdnwela nquiwmenahen,orw ~aienalae; sntl 2. Upon the deetn of ono joint owner tM money rrnalrenp In the account veil be to the surviving jefnt owners end wW mt Peas by inM~tanoo,[o the iwira of the decreed pint pwrar or be eomrolled money In tM raocount:•antl •, mamovwy or immry. may vmndnw Me 2. BV written direction to tM bank I/wa, IntllMOrmly err joimly, may cMnge Me beMlidarY or benatideriw; and 3. Upon mylom tlann the money ramaDutg In tM aacoum wYl Datongg u Me bsrrNiolary or bnne}iaie rid, sntl tM monsv will not be inMrked by my/our Mira or bA controlNd by will. X x ^ BANR AlRSQYAL AAJlNCYACCOLWT C.S. a09-tge.J I, the undnaignetl, urrdersund that by eateNiehng a pnewrsl epenpY eccoum under tM provbiena of Nonh Cvelina General Stoma 953.1 q0.3 the[ Me ap.m nomad In the account mey: 1. Sign cheeks drawn on the eccoum; and Z. Make dspoNU fnto the eccoum. I ahc undr®tend Mat upon my death the money romsinlnD in the account wRl M rantrotbd by my wlh or InMriud Dy my Mira. apeK'a rome entl u~ f, Me un0aniprwtl, egroe the DeNtIMI agency veil oontinw 11 I subsagwntly trecwrle ncapadtstW or memalN MCOmpe[snt, ht accordance with Nomt CnoIIM Gsnenl Statute kS$•1 gB.3(o). OWNERfNP OF ACCOUNT - IW$agE{S PURP09E ^ SOLE PROPRIETORSHIP ^ PARTNERSHIPS ^ CORPORATION: ^ FOR PROFIT ^ NDT FOP PROFR 6UANE$S: Dunlrr a A ORGANI2 TION: AUTNORtZATON DATED: DATE OPENED r;/n]J~nnd SY MA rtha MarhnuA INmAL DEPOSIT 1I--77 as ~ntnn nn ^ CASH I,y CHECK nS FfiN1R HOME TELEPHONER 9~0-wad_9gtd BUSINESS PHONE A ~ %~• ~ S'~ DRIVER'S LICENSE A (/ }7 r%~~ E•MAII ~ •O~ [' ~~ / EMPLOYER R}ETTRFn MOTHER'S MAIDEN NAME Nsme and eadreae of someone who wql slwevs know your location: uµorq 01993 aanurs 9yrtwm, inc., St OIOW, MN Form MPYBKLA3eIC ](IOr3C0{ ACCOUNT NUMBBI Q NEW ^ EY,I6TING TYPE OF ^( CHECKING ^ SAVINg6 ACCOUNT ^ MONEY MARKET I^ CERTIFICATE OF DEPOS[T ^NOW tq,l R•FTRAT f`T.AAA (A~ ThI91F your mnedk anal; CYCLE: ~jj ® Pormenant ^ Temporary account egroement. ACCOUNT OwNERl61 NAME & AOORlSS DERYLE R CAREY OR ~ ~ WALTER RIT4+fER 6 LITTLE RIVER LN WHISPERING PINE9 NC 28327 lAdtUR WITHNOL01_ R IF GATIDNS TIN: -2 n,7-ni-Ad 47 - ~ ~ ' ® TAgIPAYER I.D. NUM6lR The Texpeyn Itlemi}ICadpn Number shaven atww RINI la my corrac[ nxpayer i0an[Hlcadon number. ® {ACKUP WITNNOLOINO I em not auhjem to backup withhWding afMSr beaeWa I haw nr, been notKiM that I am aubjeet [o backup Withhotdln- ab a rM41t a} a fa6uro t0 roDAR all interest pr 6vidan0l. Or the Internal Revenue Sarvlae nee notgtled me Mat I em no bnpar subject m backup withlmldlnp. ^ exe!!PT RlCJPIFNTS - I am an aKamp: roc ipient antler tM Intsmal ~ Rewnw GMoa Regulstlona. '{K9 TUBE: Iasnlly dew ASndtl~eFgrjsryih aat.ane tfeeM in fob se:Uenea ~ythrlla a9S.laaa inn~lape LLH.renilar daLL ,,/ IDatel Number of slgnaturee roqulrad for whhdtewel FACSIMALE SIG NATUREfS! ALLOWFyi ^ YE6 , ~ NO r DO NOT WRITE IN THIS S?ACE x $IDNATURE[{1 • TM entletal{nae e{na to IRe taleN orated on wary Ppa Ot tNe tam ee/ soanewlartaa neNpt M a eanalabd Dopy. Tlr urtearalpnatl }uMn aaMadY tM INrenolel Inatltutlon n renh endl[ sntl employment hktary andlor hate a aadk n-estbr4 apnay pnpua • ondlt npoN m tlro rrnPerNpnad, r MdWlouaY. Tbs undarNgned atw aeenowlar9ge the retrlpt at s copy arM apnea to tM urea er tlr fIO--BOwlnp dMdasunlsl: IW Ospoalt Account fLfy- Funds Aveilddlhy rr Q Fusnronic Funds Transfer ly Truth in Savings l%.' ?rivacY scot ~ asaoossg2 t17: x D RYLE A CARE LD,A 25~-O~-6A S7 D.O.B. tn/ `9 !'t6 X WALTER RSHlt~BR I. 749-9A-cctP D.D.B. 7/t9/tS l3I: 1 X I.O. A 141: I.D, A D.o.e. D.O.B. ___~_ ~~ Facsimile Transmittal January 21, 2009 <<~,~,: Linda M Miller BB&T 200 SW Broad St 5outhcrn Pines, NC 25388 Office: 9tl?-693-2007 Pax: 910-692-5265 r°' Micherlle `""@'"" Charles E 5hields,111, Atty at Law POOH<: Par'. 717777 / 4 / 1 This is a 3 page documeu! (inclurlir+g cover sheet). "~"" Dcryle R Carey DOD U3/27/2C1U8 ,Ioint checking account' Deryle R Carey or Alfred C Rimmer 0005117361812 $8259.36 Pcr signature card copy, joint account dated 02/16/2007 NO'(b: 'I'lIN IN~'OR.M1IATIUN L'ONTAINlD OJ TLIIS RAC$lM11.P Mn,$$AOE 1$ PRNILEGED ANU CONp1UFN'I'IAL INFORMATION 1NTENDEO ONLY POR TAE [I$I( OF THE MDIVIDUAL UN RNTlTY NAMED APO~T.. IF THF. REdOER OF THIS MESGfE 1$ NO'I"I'Hh'. INTENDED RECIPIENT, YOII AR[ FIERT3RY NOTII'iR.TI TART ANY Pi.$$EMG'AT10N, UIS'1'NIBV'I'IUN U2 CCII'Y OF 'I MIS IO,ILNUNIC'A'OON IY 5'TKIC]'LY PROILLU]'1'HU. iF 1'pU IIAY[ RP.CIRN[D THI$ COMM.Art^ATION iN F,RROR, pLP,dSE NMIFY Vf IMMEUTA'I'tlLY tll' TELtPHUN6 M'DNY-'UKN'I'Hk'01UGI,\AL .WE$5AGE TO VS. ~I)IANK YOI!. The recipient of this facsimile is entitled to request that the sender not send future unsolicited facsimile advertisements. The request must be returned by facsimile to (toll-free) 1-888-220- 7035. Failure to comply with the request within 30 days is unlawful. ^ By checking this box, recipient requests not to receive future unsolicited facsimile advertisements. ._... _o- ---r-r . u~v, v 1 F, Conffdantial -For Internal Use Only 01!20/2009 Account # /Tax Id: 0005117361812 1 . 2 OEAY IE R CAREY 4LFRED C RIMMER 5208 WESTDVER DR MECf-IANICSBURG PA 170502340 .,,° T_in-r w.w,wN.. .wW'.Twe.. LJ ~. w.. carom.. 1, n JNn d ~n n ~~ HHH~j «..e.- •-•••wNYnw rrw.r. VnMn NWnwprM.n MNnY lumr ~ aoSl•m....NYFwrww..n.l E LLL WVWy\lPl r"1 wa~..y m. Mnn.nlIXl• nn Olw I~ m33~1 u~d my NY m Nu Mn .Iw_ W YrI.rYN .a..WV pY .Ipn n b.bw .: (11 Nn. n mM`.AOW11 ern Iw. hrM IN t11. .rnal I.NIw 0.wrM .:e.nOn MMC I nurwWr.P M 4.nN 1. m. .nU 1/11 . OT Wb) p.se P IMNPIOInE PYne•MMw.^ I Ir.W nom ...n n.tllMe M.1 r l.n WpIW11s e W e MM.M0.C r . nWN s.. IWUn re n '.n .111Mwrr w tliNlwe., areM InnmN Y wm. r W n.DMtl m. Mm:.m N la ^w• . M.e. u u rMnWlne. IOxe.nw Pw . 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Nam.., .r a.n.Mlwr. c.nlLU.aa ope.Nnen, EE.nn~ry oP..alYn. tOO~a M..0~11 ~I~IIIYI~'lll~f~ll~I~i~~~III~~~IIAII~~~~IIIIIIN~11~00~~1~I~I .lu.>IC><{.IDlCOE3/,'!,p I N l4 OOOGNC .ce Im P63. t of 9 h.ttp:!/bankproprod.bbtnet.com/5ignatureCard/(S{2ynpfe45u4rmw~45cv2rndb45)j/Card.as... 020/2009 ......... r...........b~ .. .,'.. - Confidential • For Internal Use Only Account #! Tax Id: OOC5117361E12 a ua~~. ~ va .. 01/20120D9 t.2 1'1.190NP1 nOINCV 4CCWMT IM. C.OA 4d ..0.]I Cl... PnMr Mre ..eeu.I W..N I •' • n. vr.v1.IMF el NeNn C.roln. p.noM 9mtvu Nn/e ~ • npnr n.m.a en rm. 11 BIUn'OnNn. el.nn pw Mgn19) Mp . e.pM.. Lne .F. p.ew~ r «.s uner...w IN.. uven r.ry aw.rn rM rMMY I.MWniny ,n IM npo~n.nr Imgr .e genllwbP sv mr ..M..~nn,.aw .v mr n«,.. . ~ tl .n p e net. «I M.r.. m. ,M.m .. pl M Mr e.n.o in we.r. ro rN. pe...n. n.....nl,....amtl .nv .,,n..ww. m....wr .. m.n..r IngMweuno.. FFN: ]Ipn. w,. e/ pwewrrw p...: Nnme n. /.P. N.1 «ipl.niU: 4LN: uMnw.. el A9.m: n. Nwa., .r Np.n rJ _ etle.... er .pMl~ ppn: OnN wf eP.ror9r Ma... rl.r P.n.arr I.r • nn.l :nnl rM IurM. .r. n.. r..tl N\..N. ..Snun..r. n.InO u.WN \s \nl..t[eVn\ F rnY nbN N MfrNi•n !Of rM nJnU. nUnl.e ~q.I. w _ mw earn. v..l.mr Y.wea«. w x......wr. me ao.ra.r.,„r w.Nw r..n« nam.] egaw.l. :...v...m. Ms a.m.tl. r,. w.w.n... w.n m.s...:::u,:: «I nrnNNnn. nr .Yn An.. 9 B.r: ~ Me ql MInY: AAOIp. nl Mln 009: 96N: yy~~ 9i9neWle er CVftVWn y p...: .r..~r.._r.nn~.ar.rr n.nruFS~~rT ul.unr/~rl.n~' EINRL:'.D']i.-'Sn wln..a Nvn. rson eynelw. Iw knelt' v9or nn. ~- ••• rvIn.M Nm.r _.•• qn. ....n .• IF.NI ~~ .rln..n N.rM ~w~_ en«ur. .ntl a • IiwNl ~~ T1G NVw)q~ 4~ PNnNq Nnrrr ]IpnMw. Me Nln ILnY1 ~~ Per. ~wn.wN r.n_.....w...ewl r.e...m pilrv _-_ «a.r NG ~ re.r,._ .69eof+ - ..-• ...«...« \aafFZOw _" .. . sp«r. t.>«m I.«wa__ p.... wa..... ~ re ...9 Mpr..rvr Un. O.u.r .11/99/19\e Fw.nw Me.. I p.•].1• Iv.r.VF.1Mrr N..w..r yr: r.rr:l wr~el DLIC IwWfY~p~ OWmM. 190]OYM rZPpT O W.Uwr M. hash r.rn.rw wtl Ip NUnW .nr M On. .myq/r TYF ..APYP9UW AYTMpp1(V aN..1 Yn O.IIO/19fiG w,w hrpna rvnw~ ( Y~r ) ).ie b.ra. a. Ia.N en IO • .:.e. _ m •rv ~ ]lA9))) Opw.r IVGU.i! M IaCMyN N.~> s..rpwp 0009001" BOOSNp loner P.Oe S of http:!/bankpmprad.bbtnet.com/SigiatureCazd!(S(2ynpfc45u4rmw345cv2mdb45))/Card.asrrr 1/30/2Q09 January 27, 2009 Charles E. Shields III 6 Clouser Rd Mechanicsburg PA 17055 RE: Estate of: Deryle R. Carey Tax Identification Number: 252-03-6457 Date of Death: March 27, 2008 To Whom It May Concern: Commerce Bank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 537565400 Date Opened: 02/12/2007 Primary Owner: Alfred C. Rimmer Secondary Owner: Deryle Rimmer Carey Date of Death Balance: $13625.48 Accrued Interest: $0.45 Principal Balance: $13625.93 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com REVas~°ex.p.wl COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER C,~,~Ey , ~~eYcE R. 2 /- D8 - ~~z This schedule must be completed and filed if the answer to any of questbns 1 Through 4 on fhe reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY R10.UDE THE NAME OF iNE TR4lSFEREE. iHEIRREUlXMIBHIPi00ECE0ENTAXO iNE GATE OFTRM'BFER. ATTACMACOPV Of 1NE OEEO FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION FAPFUCnREE TAXABLE VALUE 1 DC,72.YLE ~ ,Q//pAlE7~~ DECL.y~,pNT/oiy of Taus-r, ~M' 3/, /169 TTBM / y 7.VEXE/N PieoV/DE3 I~R D~sT,p/ ~(7/oM ,4~t.{oKG GR.iNTD,PS 3 N~~IJeD SaUS ~LSt~ED C'. R/af~J~ y3 W A~L TEAQ E. f~//r//!!~ y3 !~/ / LL /~y /lY t7. IQ///1 D/E~ y/•g (SFE COPY DF T~1ST .¢7T~C.5'EG~ /6 y0 309 ' 36 I Do ~o - m - R(o yD 3D9 3 ~SEF ,KSO 3fD/~~7~ l~fKl(~Tt6id TSC/,~ED , , , , oSEE S'fPA-QI~TE $CKeautC oF' f,;l~j5 ~,soo.so ~17K/N ONE (~) y6A,p o~ D~/{TM ~ ~~~ f~ER~To Ll~ %,/,k~}~t4LE = ~ f3,SAO.°a /Do~ sad NFT T,¢JC,¢xSLE _ {~fi ~• eO /~~~ ai/xcNr./ ~~1, °SbD- BO (Wm. Rl~tMez) TOTAL (Also enter on line 7, Recapitulation) I $ r¢ Jr8~ 309, 3~0 RimmDe01.604 STATE OF NORTH CAROLINA ) DERYLE C. RIMMER COUNTY OF MOORE ) DECLARATION OF TRUST THIS AGREEMENT AND DECLARATION OF TRUST, made and entered into this 31st day of May, 1989, and executed in triplicate between DERYLE C. RIMMER, of Moore County, North Carolina, hereinafter called "Grantor" and myself, hereinafter called "Trustee." I shall serve as the initial Trustee but upon my death, resignation, or incapacity, ALFRED C. RIMMER, WALTER E. RIMMER and WILLIAM D. RIMMER shall serve as Successor Trustees. Said Successor Trustees shall have no duties under this agreement until said Successor Trustees shall have actual knowledge or have received notice of my death, resignation or incapacity. My children are ALFRED C. RIMMER, WALTER E. RIMMER and WILLIAM D. RIMMER. My son D. ROBERT RIMMER has predeceased me. W I T N E S S E T H: WHEREAS, I as Grantor desire to establish a trust, declare myself Trustee of the property set forth in Schedule A attached. TO HAVE AND TO HOLD IN TRUST NEVERTHELESS, for the following uses and purposes, and subject to the terms, conditions, powers and agree- ments hereinafter set forth: I. Trust Name. This instrument, and the initial trust hereby evidenced, as from time to time amended, may be designated the "DERYLE C. RIMMER DECLARATION OF TRUST DATED MAY 31, 1989. II. Reservation of Rights. I shall have the right from time to time hereafter to add to the trust estate hereby created, by will or otherwise, other property acceptable to the Trustee. I reserve the right to alter, amend or revoke this agreement in whole or in part at such time as I may see fit by written notice delivered to the Trustee (or, if I am Trustee, by written instrument filed with the trust records). t III. Payments During Grantor's Life. The Trustee shall receive, hold, manage and invest any and all property received hereunder and shall pay to or for my benefit during my lifetime such amounts of income and principal as I may in writing from time to time request and such additional amounts of income and principal as the Trustee may from time to time deem necessary or advisable for my comfort, mainte- nance, support and pleasures, whether or not I am capable at any such time of making any such request. Any income not so paid shall be accumulated and annually or more often, if convenient, added to principal and invested. IV. Trust Termination On Grantor's Death. Upon the Grantor's death, this trust shall terminate and be distributed outright in equal shares to my sons, ALFRED C. RIMMER, WALTER E. RIMMER and WILLIAM D. RIMMER. Provided, however, that if a herein named son should predecease me leaving issue surviving, then the living issue of such deceased named sor. shall take the parent's share Aer stirAes. V. Trust for Beneficiary Under Twenty-One (211 Years of Aqe. Whenever any part of the principal of any trust created hereunder shall become distributable to a person who is under twenty-one (21) years of age, as his absolute property, my Trustee, in its discretion, may withhold distribution of such property and invest and reinvest the same, collect the income therefrom, and apply amounts of the net income or principal for the benefit of such beneficiary without the intervention of any guardian, and accumulate, invest and reinvest the balance of such income, if any, until such beneficiary attains the age of twenty-one (21) years, and thereupon shall pay over to him the unexpended principal and income so withheld. If such beneficiary dies before attaining the age of twenty-one (21) years, all such principal and accumulated income shall be paid over to the estate of such beneficiary. The authority conferred upon my Trustee by this para- graph shall not operate to suspend or prevent the absolute vesting of any property in such beneficiary. With respect to the administration of any such property, my Trustee shall have all the powers, authority and discretion vested in it under the provisions of this instrument. VI. Powers of Trustee. I grant to Trustee the continuing, absolute, discretionary power to deal with any property, real or personal, held in any trust, as freely as I might in the handling of my own affairs. Such power may be exercised independently without prior or subsequent approval of any judicial authority, and no person dealing with the Trustee shall be required to inquire into the pro- LZ] priety of any of its action. Without in any way limiting the generality of the foregoing, the powers enumerated in North Carolina General Statutes §32-27 are hereby incorporated by reference and granted to the Trustee, subject to the restrictions of General Statutes §32-26. VII. Pavment of Taxes and Expenses. If my Personal Representa- tive shall request sums to pay any estate, inheritance or other tax imposed by reason of my death upon or on account of property interest held by me or held in this trust, or to pay any legal debts, the costs of administration of my estate or specific bequests in my will, the Trustee shall pay to my Personal P.epresentative any and all such sums. VIII. Accountings. The Trustee shall not be required to file any inventory or periodic accounting with respect to any trust created herein with any court, even though otherwise required by law, but it shall file annual accounts of receipts and disbursements of cash and principal held with each adult beneficiary and the guardian or person having custody of any minor or incompetent beneficiary. IX. Trustee's Discretion. Wherever in this trust the Trustee is given authority to pay to or apply for a beneficiary, amounts of income and principal in the Trustee's discretion, such discretion, unless otherwise specifically limited, is considered to mean amounts deemed necessary or advisable for such beneficiary's comfort, mainte- nance, education and general welfare. X. Compensation of Trustee. The Trustee shall receive, and is authorized to charge against the trust, compensation for its services which shall not exceed the compensation it usually receives for similar services at the time the services hereunder are rendered. XI. Governing Law. This trust is created under, it is governed by and it is to be construed and administered according to the laws of the State of provided, however, that if the situs of this trust shall change to another jurisdiction, the laws of the new situs of the trust shall thereafter govern the construction and administration of this trust. IN WITNESS WHEREOF, the parties hereto have duly executed this agreement in the day hereinabove written, attaching their respective [3] seals hereto. ~!/4~/•~i~un~ (SEAL) DERYLE C. RIMMER (Grantor & Trustee) STATE OF NORTH CAROLINA COUNTY OF MOORE I, SG~ar~ a. ~rdd~e Notary Public State aforesaid, certify that DERYLE C. RIMMER, ee, personally appeared before me this day and execution of the foregoing instrument. Witness stamp or seal, this 31st day of May, 1989. My commission expires: ~-21- 93 of the County and as Grantor and Trust- acknowledged the my hand and official ~. Notary Pub]s€~R~ g, Aye NOTARY s-s ~euc l~ [4] SCHEDULE A Trust u/a DERYLE C. RIMMER (Grantor and Trustee) $10.00 U.S. Currency ~CN~DU~E ~~ Vh~GU~TinNS ,~~, ~~y~E c. ,2rMm~ T~sT /}~SSB7S HEZ,D .FT /T/,¢C,~/ol~i.¢ /N T.eifSTE~' sILCT. A/a, l+7/l--7065, !~~ ~TND. 8076,7//x/29, T.VE' ,~dtLoty/NG l/i~f'GN11`7IGLYS .p~ D~ .f,LF~' OC ~If~T/,/ /S/+93/E' r~i P/~!//~Db~ ,BY /8E'TTY ,~/.1/G~ of THE !v.¢G'/~Dy/.SL o,~FiC~ AST /o/ %u/?~Y,gE7~t'y Ldrf-j~ P/NE h~l(,75T ~JpzTy ~' G/iY/f oZ837~j~, 17un I! /. #S/j, / 99P s!. ~' L'or,°. ~ir~ihlon iPes.,,,rire. va. sfXsytlv~./ dedvs/• .1/ud. ~D) x/.02 va/ue . ~S/, 9 S7, 9L ~ a ~,§DD .S/j• ~ ~uKe ~nena~, C'orp_ (IJkk) x/7.95 {~4, 9?$. 00 d . ; ~rbo..sl,. at ~7cssoa /106.% Grp. 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GuITHiN ONE ~'CA~/L o,fi D.o.D ~'~- ~; /FIRtc~ G'. ~ ~ n~mtr- aid ~,5pp, an Carol Vt~n,rm_r Wt.9ilt~ aw,( a,.s~o.a° Sen a~ da~lro~ka--~ n-Inw 3. .?45oh ~ i h7lrtitx' ~o1S'D • o0 ~wnq tDil `f. man ~ el JZ ~ Hnvnu- r~ST~, eo ~ra~+cQson -5' ! 4~1a.1~u- ~: Q'~Mmef fib, s~o.ea Snn 6,~ l.~i//tM 'Piir~~r Q~ul se ¢daa'kkr-n,-law F•~q' ~Tarrd R~n,mer amo! g~s~ ~ w;~ ,dfn ' /h,'ohtl/~ f/unl`tr ctm,! .7'ason Hunftir CTtq;~) '.. ~Mne(.SoN Q~ Lu,~e. !0.*~3 NectJ~u~ /11a/ro~ u~u( ~1RLtinZy / ~~t'9i,1~) ~ra„ddcu~likr Gala ~1u5~Ci,7t/l /~f, /vr/9Ei~' F /P;~mer Sin /S ~,via~ IQi/11 MCY 4~ ~1/e1:sS4 R;erniat^ (Tfy;ff~ ~ra.,lsa-~ awe( w~ /L • ~r/ayar ~,i~r~tcr San ID0 90 ~~, L1D0 •oc -' D - Q f l0a/D .3,oF1D. so ...0 .... -DOgv ~3oex~.ao -o -~ ¢.ZjSD0.60 /OD to ~~,pDb•Ba -~ O -- A~n'S,DD l0O9o ~3,pDp.ga - o -' °iasBa /ooyfl ~3~~,~ -o ~~ DDO, na /00/D See S•~isns ~S, DOp ~ bD q q ~ /1.TS•OO /00/~ ,~,DOO,~ "D " A/asao 0090 ~3~ DDD. ~ ~ a See S wr,./ ~5, ODOR/o /OOfo /'f. above f,3O0D ~° Csee een~,n. shectJ ~ouy~.2 SCH~aut~- O,c' G/F7S' w/r.~iiy DNE Y~67 0~ D,a ~T D~ ~~YLE ~ S'/~/YD. a/'08 -i~72 /7 ~ /co6in P~/%y9y~LI'- LQr[/ie ~o?S0. °O /DDp ¢.3,000' eo -D"' i ~raMddo,,.~L,.tre• /8, Leal;eeQiarmer '~ZSD,oD Joo~~ '3,000.0° ,o ` d '~ lQ. + C//~I~4M1 ~I ~/M~IG+' S DOD, B ° DO fc S~~.f~ f Gmj. ~trr' ~-~D, oc ~7; SDO, 00 .SD7J /Z~~A~olTuLA~~iaxJ P~ 7A-XA~C~[E ~,LTlo~vs of Gl~rs ~%. OF CA~E~; D~~yLE ~.,: Lili~l"441 OP:I)tm6r ~°~~SDD,ao . ~~ ! Li/i~~ FAY v~'dYA~1a' ~~j OOD.an 7, ,roo, a~ .$' Ltlk~' /~i/11/l7ti" /'f l~vQ,Yr~ ~'A747GN /l. wal~r ~Qilve~ter ~7r~sor, ~ ~yrrbfe ~~, soo, ~o fs; oao. go ~S-BOp, d0 fib, soo, eo - .~ , ooo. eo ~/3~ sno, eo REV-1 u11 EX+t12-99),~a'' ,A1 • SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER CN-,~~; ®~72YGE ~ al -a8-Y7.z Dehts of decedent must be reported on Schedule I. ITEM A. FUNERAL EXPENSES: t' ~Y~25- H~4-RN~2 FuNr~2~hL l-)OME, /NC.,oe CAryP y/tc,/~j} ~a,ag7.oo e. I ADMINISTRATIVE COSTS 1. Personal Representative's Commissions 'i1 Neme of Personal Representative(s) /~'«~ to ~//jJn?~i W /¢) ~ ~'JJ Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address (D7JJS GtJesL'oyer Dr. city /hecJ•lanitsbcorn stateJ~! zip 17oSo Year(s) Commission Paitl: 2. Attorney Fees Cko,rlas t, Shit~ds ~E, ~sb. $ 9, 577, 00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) claimant NB O.t/.F ,~L/G/l3LE NONE Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees (Mtr~ or'~girla~ isSuc DF S~tort Cer~'1~iCtt~'es ¢)35,00 5. Accountant's Fees c1 Tared'R;mmer , In40, (~k 40, ctn. '~ I SD,oo 6. Tax Return Preparer's Fees ~ hoof of advances for /uvr/1 ~q/ro~inq Phe6ar c%/'yG ~/S;oo y 9• .¢cfyer isin ~' G tM Ckeaberl amd La,,.r J~ou.rna,~ ~/s ov p~ 7 ' !o. A~UErfisitiS 'rn Carlisle Su,}t'nel Na,usPapu-- ,oa S ~ l!. ~'/, ht Fee ~vr -~/u: Tw.x /ce~isrn l aG•7a ~/a a 14. ~e:/Hbcfrsemut/f ~i C/thr/t6 E, .$/~, P.lq~6 ~ ~. fi~t',p/YSd~MI f~ , o ~ 3 S. o0 TOTAL (Also enter on line 9, Recapitulation) $ 13, ~t.{2 '/O 111 mnro orora ie noadad ineorl oddilinnal ehome 1 fha came eirol ~ ~1e' 2 5 CNE7~. H. i erx1ci~ __ FST_O~ ~ DE~YLE ~. ~)L~'NO. p~/-O~'-S/72 ___ /3,_ ~e ~onodalc` e~ /.¢/zr q'sn.~/ered w.// %/o,oo l_`f - Re,~bu,~s t .Gran-ks F: shields T~ ~, n°~t`. per'' __ Ctrpit¢, (:.Grritiuf Ma.ili~S~ ¢~, . ~esfim.~ f!S'O.on (5. Atild~~innal dm1Ci cerli~i'aa1'as o6iA;,,e~1 via htyus-Na,rner Fun.hl~n~c 'I-2.ao l4, ~i~illG b{ Fvrma,~ /a-cr~unfinuj - IPai~isi~u, .~ _k!~%!s f S`3o. o0 _ _ __ __ __ _ __ __ October 22, 2008 To whom it may concern: MYERS-HARNER FUNERAL HOME, INC. 1903 Market Street Camp Hill, Pennsylvania 17011 717-737-9961 Myers-Harner@comcast. net Robert H. Harner Supervisor Dustin R. Baker Funeral Director Please accept this letter as proof of payment in full of funeral services for Deryle C. Carey. The entire amount of $2, 297.00 has been received and the invoice currently holds a $0 balance. Please feel free to contact me if you have any questions or concerns. Sincerely 2~ Dustin R, Baker, FD Locally Owned And Operated REV-1512 EXa (1203) CDMMDNWEALTH OF PENNSYLVANIA INHERITANCE TA%RETURN RESIDENT DECEDENT SCHEDULE i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF C, ~ 2 ~' D~~ yL E ~ FILE NUMBER ___ a/-a ~- S~7.Z Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. Hp Y. I /• LUUtl I L:7UYIVI F,aprctarinns BILL T0: Deryle Carey 4837 E. Trindle Road Room 32 Mlxhanicaburg, PA 17050 DESCRIPTION CAREGNER SERV ICPS ALFREDC. pIMMEp DEpYLE pIMMEn CAREY B2pB WEGTOW:a Da. MECHgNSBUNG, PA })p6p1],, CLIENT NAMElADDRE89; Deryle Carey 4837 & 'bindle Road Room 32 Mechanicsburg, PA 1705D , WEEK 3/3,4,5.6,10,1 ],12, 13,17,18,19,20,25/OS ~ 12 hrs ea 317,14,21/08 ®70 hr ea 3/24/DR ~ 11 br 3/27/08 ~ 7.75 hr IY O. 1Y~7 Y. L INVOICE DATE INVOICE# 3/31RD08 657 AMOUNT 4,095.00 NMNCk WIgNOtA1C_:18UBT CCMP~NY SOIffHERN SINES MORTH CAROLINA (y'/~ ..9rmo TNJdI K"+S Sa~ ~c~., J~ynamie._~ ~ \L-V~nW1.N'~ af:053101_i.t'St:'S'~i~:73'61'8.12ua0=23~6B~~ _--------~ Please make checks payable to: "Celtic Living Assistance Services" and retlun in enclosed envelope. Thank you for using Cel[ic Living Assistance Total Services! Any questions please call 1-B00-355-689 x1218 li was a pleesurc to sclve you. SA,095.W Due on ` ~. ~,a..~. CELT1Cj,,I V ING ~SSISTANCESERVICES Txrredrrt~ Fxjreczation.a BILL TO: Deryle Carey 4837 E. Trindle Road Raom 32 Mechanicsburg, PA 17050 CAREGIVER SERVICES DESCRIPTION CLIENT NAME/ADDRESS: Deryle Cazey 4837 E. Trindle Road Room 32 Mechanicsburg, PA 17050 WEEK 2/1,4,5,6,7,8,11,12,13,14,15, 18,19,20,21,25,26,27,28 @ 12 hrs per day 2/22,29 @ 10 hrs per day AMOUNT 4,960.00 ,v .~ '.lid; ®,u;a - BRRNCN,BNIIRNgCOMPANY SOUTHERN PINES, NORTH'CAROLINA ` ~+^(f._A' ,:~inm~ ~,n ~e~ ``4 ,U'~ Sew., ./ryreaGVe~ - ----'-"--"------~ ~,~~:D 53 i,0`,i-i~'c~L~:S:i L"~ 3'-6 L$ L 2n*0 ~ 3`618.", Please make checks payable to: "Celtic Living Assistance Services" and return in enclosed envelope. Thank you for usiug Celtic Living Assistance Total $4,960.00 Services! Any questions please call ]-800-355-8893 x1215 It was a pleasure to serve you. _ Due on receipt INVOICE DATE INVOICE # 2/29/2008 625 REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OP FILE NUMBER C~~, t.L~ycE R. a/-os-ti~z NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not Llat Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under 1. ,vim ~~ n Sec~9J116~(a) (1.2)] ~T/<G t/ C.. /C~/i/9/CiC cSbll `/~ 6208 l.Je~Sfnvu~ fir., Me~ltan;csba.~, R4 (7D 2. [a~cT~ E. Rirnm~~2 seti '/µ 67~f0 Hgr~cna,. Grove Rd., ~bvarl P~ 1731 .3 W/LL./~f/l1 J~, GZ/Mm~p son yy. (o3'{D lscodbine Ct,, Lr~/c~h, ~ ~/~S /y1~//E R//l~n~~/Z ~ras+da~au~hfz~- y~{ /5~3 / ~/riitli St. /~t. ZoS Pala~'ne, /L (no067 CaSP.2 ~// mT ~ydtl G~i/J;oH 6~ C:fZrOl7ls F. Sh:clds ~[' as ~ 2bove ,S/~rs ~~a sec Condin.s~~ t~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 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 $ ap,2 SCNED, ~ , eont ~. F5/• OF CA-QFY 'DE92YLE R. S. /~NN4 L/~vA6REN `/ ~{-D St• ~ndirws dir. CC, NC /bOD Moryanfnn lid. ~~rttHurSf,NC_ ~K3~'~ FcE No. 2l-a~-~{7z t I6j 000 , ~ o S~Oeu~c ~xett by co,r,~,l. LEGAL OPINION OF CHARLES E. SHIELDS III AS TO THE ELIGIBILITY OF THE CHILD OF DONALD RIMMER TO TAKE A SHARE UNDER THE WILL OF HIS MOTHER, DERYLE RIMMER CAREY, DECEASED, LATE OF CUMBERLAND COUNTY, PENNSYLVANIA BACKGROUND DERYLE RIMMER CAREY, also known as DERYLE R. CAREY, also known as DERYLE C. RIMMER, also known as DERYLE C. CAREY, departed this earthly life on the 27th day of March 2008. At the time of her death she was domiciled in Hampden Township, Cumberland County, Pennsylvania. Ms. Carey died testate and her Last Will and Testament and the Codicil thereto were duly probated before and Letters Testamentary thereon were issued by the Register of Wills in and for Cumberland County to her Executor named therein, ALFRED C. RIMMER on the 20`h day of May 2008. Her Estate is docketed to No. 21-08-0472 in the said Register's office. A true and correct copy of her duly probated Last Will and Testament dated the 24`h day of February 2000 and the Codicil thereto dated the 16°i day of October 2001 are attached hereto and incorporated herein by reference. Ms. Carey had during her lifetime four (4) natural born children of the whole blood, to wit: DONALD R. RIMMER, WILLIAM D. RIMMER, ALFRED C. RIMMER, and WALTER E. RIMMER, the latter three (3) of whom survived the decedent. Unfortunately, the said DONALD R. RIMMER predeceased his said mother. He left to survive him and his said mother a natural born daughter of the whole blood, to wit: MELANIE E. RIMMER. This opinion is rendered to formally address the rights of the said MELANIE E. RIMMER in the Estate of her late grandmother. The Estate controlled by the said Last Will and Codicil appears to currently consist of minor assets of little value in the Commonwealth of Pennsylvania and an unseated lot of ground in the State of North Cazolina. Under the laws of the Commonwealth of Pemrsylvania only single name assets are controlled by the commands of the Will and are under the dominion and control of the Executor. Items owned in joint name by the decedent and others as joint tenants with right of survivorship, although part of the taxable estate, are not part of the probate estate. Rather, they are controlled by the laws of property and ownership passes directly to the survivor. Assets held in trust, which provide for a disposition of trust assets are likewise not part of the probate estate, although being part of the taxable estate. As it appears currently the only valuable asset subject to the direct control of the Executor is the North Carolina real estate. THE LAST WILL AND TESTAMENT The Last Will contains an opening clause such as is often used to declare the marital and family situation and details. That paragraph is correct so far as it goes in that it was then speaking in the present tense, stating in pertinent part: "as of the date of this Will, I declare that . .. I have three (3) children by a prior marriage: ALFRED C. RIMMER, WALTER E. RIMMER and WILLIAM D. RIMMER." Although not referenced in the opening clause, DONALD R. RIMMER is arguably part of the general class of the testatrix's children since he is not specifically excluded therefrom by name in article IV of the said Will which reads in pertinent part: "I give my residuary estate, being all the rest, residue and remainder of property which I may own at the time of my death, to my children in equal shares. If any of my children shall not survive me, the deceased child's sha<•e shall go to such child's issue per stirpes. THE ISSUE This Opinion is thus rendered to address the issue as to whether MELANIE E. RIMMER, as the only child of DONALD R. RIMMER is considered to have stepped into his shoes to take what would typically be regarded as his one-fourth (1/4) share of the probate estate. The answer to this question is: Yes, she does as is justified and supported hereinbelow. DEFINING THE RELEVANT TERMS "Probate estate. A decedent's property subject to administration by a personal representative [executor]" Black's Law Dictionary, p. 1239 (8`" ed., 2004). "Net probate estate. The probate estate after the following deductions: (1) family allowances, (2) exempt property, (3) homestead allowances, (4) claims against the estate, and (5) taxes for which the estate is liable. -Also termed net estate." Ibid., p. 1240 (8`" ed. 2004) "Specific bequest. A bequest of a specific or unique item of property, such as any real estate or a particular piece of furniture." Ibid., p. 168 (8'" ed. 2004). "Legacy. A gift by will, especially of personal property and often of money... . pecuniary legacy. A legacy of a sum of money." Ibid., p. 911 (8`" ed. 2004). "Residuary bequest. A bequest of the remainder of the testator's estate, after the payment of the debts, legacies, and specific bequests. -Also termed remainder bequest." Ibid., p. 168 (8`" ed. 2004). "Residuary estate. The part of a decedent's estate remaining after the payment of all debts, expenses, statutory claims, taxes, and testamentary gifts (special, general, and demonstrative) have been made. -Also termed residual estate; residue; residuary; residuum." Ibid., p. 589 (8°i ed. 2004). "Heir 1. A person who, under the laws of intestacy, is entitled to receive an in testate decedent's property ... 2. Loosely (in common-lawjurisdictions), a person who inherits real or personal property, whether by will or by intestate succession." Ibid., p. 740 (8`" ed. 2004). "per stirpes, adv. and adj. [Latin "by roots or stocks"] Proportionately divided between beneficiaries according to their deceased ancestor's share. -Also termed in stirpes, per stirpen" Ibid., p. 1181 (8`" ed. 2004). 3 "Intestacy. The state or condition of a person's having died witho0ut a valid will." Ibid., p. 840 (8°i ed. 2004). APPLICABLE LEGAL PRINCIPALS An heir of a testator cannot be disinherited except by clear and affirmative language in the testator's will or by necessary implication. ~ Such an implication must be unequivocal and leave no room for an interpretation to the contrary.Z The intention of a testator to disinherit an heir must be manifest.3 Courts will construe a will with a strong avoidance of disinheritance; ambiguous words will not be read to disinherit an otherwise rightful heir.4 Therefore, if the meaning of a devise or bequest is uncertain or ambiguous, a court will interpret the will in harmony with the general laws of intestacy.s Likewise, if a devise or bequest is capable of two meanings, the court will adopt that which conforms to the law of descent.b Thus, if Article IV's reference to the word "children" is considered ambiguous or conflicting with any other language in the will, the law will adopt an interpretation that favors inclusion of Melanie Rimmer. In construing a will, it is presumed that all the words of the will have some effect.' A court will favor a construction which renders each and every word operative and effective over one that treats some words as surplusage.s A construction that ignores or deprives any language of meaning will be avoided.9 Particular language in a will cannot be ignored or deleted.10 This principle applies to devises of realty as well as to bequests of personalty. ~ ~ In accordance with these general maxims, a court is not likely to consider the word "children" in Article IV as 1. In re Estate ofMcGuigen, 131 A.2d 124, 128 (Pa. 1957). 2. Appeal ofGeissinger, 17 A. 222, 222 (Pa. 1889). 3. In re Laughlin's Estate, 42 A.2d 173, 175 (Pa. Super. Ct. 1945). 4. Watson v. Smith, 59 A. 988, 989 (Pa. 1904). 5. In re Hirsh's Estate, 5 A.2d 160, 163 (Pa. 1939). 6. In re France's Estate, 75 Pa. 220 (Pa. 1874). 7. In re Dormer's Estate, 35 A.2d 299, 300 (Pa. 1944). 8. Estate ofD~~ight, 134 A.2d 45, 50 (Pa. 1957). 9. Fidelity-Philadelphia Trust Co. v. Klinger, 57 A.2d 608, 609 (Pa. Super Ct. 1948). 10. In re Estate of Collins, 143 A.2d 45, 47 (Pa. 1958). 11. Rice v. Shank, 115 A.2d 210, 216 (Pa. 1955). inoperative or meaningless in light of the prior naming of the children by the testator. Rather, a court will give the word its ordinary everyday meaning.12 The fact that a testator's child predeceases the making of a will does not affect the ability of the deceased child's children to inherit via a general residuary bequest or clause.13 In In re Schappell's Estate, the testator had one child from a previous marriage who died before the making of the will.14 This predeceased child had one child of her own, the testator's grandchild.15 The grandchild of the testator successfully claimed an interest in the estate from the following language: "I then give, devise and bequeath the same To my children, same to be divided equally share and share alike, And if any of my children shall predecease me in death, His or her shaze shall be divided equally amongst their issue."~b Therefore, the death of Donald Rimmer prior to the making of the Will in question does not affect any interest Melanie Rimmer may have from Article IV. Nor, does the fact that he is not specifically named among the children of his mother in the opening Paragraph of the said Last Will. SUMMARY/CONCLUSION Under the Last Will and Testament and Codicil there are essentially five individual beneficiaries or classes of beneficiaries as follows: A.) ANNA C. LINDGREN - by virtue of the Codicil, Ms. Lindgren is given a bequest in the form of a pecuniary legacy. This is payable to her in full or in part only if there are any assets left after the payment of all administrative expenses, executor's and attorney's fees, debts, taxes, and the like. B.) Also - by virtue of the Codicil, Item B: "I give all my personal effects, automobiles and all of my tangible property in shares of equal value to my 12. Strite v. McGinnes, 330 F.2d 234, 239 (3rd. Cir. 1964). 13. Estate of McAfee, 344 A.2d 817 (Pa. 1975). 14. 227 A.2d 651 (Pa. 1967). 15. Id. 16. Id. children surviving me," the next group of beneficiaries in priority - if there is anything left after the payment of Ms. Lindgren's bequest in full would be the testatrix's "children survivine" her. This would be her three (3) sons named in the opening paragraph who, in fact, did survive her, and would not include MELANIE E. RIMMER. The items the three (3) sons can divide among themselves, if there is enough to pay Ms. Lindgren in full, are Ms. Carey's personal effects, automobiles and all of her tangible personal property. If there are not sufficient assets to pay Ms. Lindgren in full, then these gifts will abate and these items would be subject to sale to raise funds to pay the bequest to Ms. Lindgren. C.) The residuary beneficiaries are the three (3) living sons plus MELANIE E. RIMMER who stands in the shoes of her father DONALD. Each shall receive a one-fourth (1/4) share. These shares will only be funded if Ms. Lindgren has been paid in full and after the distribution of the items abovementioned in paragraph B.). Respectfully submitted, C~~f~iu!/~ ~ ~~~~ '/ Charles E. Shields III PARKS, PATE & SCARBOROUGH, L.L.P. r ~, y Attorneys at Law Post-Qtfice Box 1669 Pinehurst, North Carolina 2837p ` ~ h:~ '.~-~ ~.v wILL 200E t~~Y 16 AM I I ~ 52 OF DERYLE RIMMER CAREY CLERK OF ORPHAN'S COURT I, DERYLE RIMMER CAREY, of Moore County, North Caro~'i~;'=dd'~`{~ia~c~, PA publish and declare this to be my last will and I hereby revoke all wills and codicils heretofore made by me. As of the date of this will, I declare that I am married to JOHN F. CAREY and that I have three (3) children by a prior marriage: ALFRED C. RIMMER, WALTER E. RIMMER and WILLIAM D. RIMMER. ARTICLE I. Payment of Expenses and Debts. All my debts, health care expenses, funeral expenses and the administration expenses of my estate shall be paid out of my residuary estate. ARTICLE II. Payment of Death Taxes. All death taxes shall be paid out of my residuary estate as an administration expense and shall not be charged against or recovered from any recipient or beneficiary of the property taxed. ARTICLE III. Specific Bequests. To the individuals listed below, I devise and bequeath the following 1. To my sister, ANNA C. LINDGREN, if she survives me, a life estate in the condominium at 24D Martin Drive, Whispering Pines, NC 28327, as shown in Deed Book 1340, Page 459, Moore County, North Carolina, Registry. My sister shall pay the property taxes, insurance and condominium dues during her life estate. The remainder interest shall pass to the beneficiaries taking under Article IV below. 2. I give the remainder of my personal effects, automobiles and all of my other tangible personal property in shares of equal value to my children surviving me. ARTICLE IV. Residue. I give my residuary estate, being all the rest, residue and remainder of property which I may own at the time of my death, to my children in equal shares. If any of my children shall not survive me, the deceased child's share shall go to such child's issue, der stirpes. 1 ARTICLE V . Distributions f.b.o. Beneficiary Under A¢e TwentV-One. If in accordance with the foregoing provisions of this will a share of property is given outright to a beneficiary who has not reached the age df twenty-one (21), such share shall vest in such beneficiary, but the Personal Representative shall be authorized to distribute such beneficiary's share to a custodian under the North Carolina Uniform Transfers to Minors Act (N. C.G.S. §33A-5). ARTICLE VI. Personal Representative. I hereby appoint my son, ALFRED C. RIMMER, as Personal Representative, to serve without bond. If he should predecease me, fail to qualify or cease to serve, I appoint my son, WILLIAM D. RIMMER, as Personal Representative, to serve without bond. If he should predecease me, fail to qualify or cease to serve, I appoint my son, WALTER E. RIMMER, as Personal Represen- tative, to serve without bond. ARTICLE VII. Powers. Powers enumerated in North Carolina General Statute X32-27 are hereby incorporated by reference and granted to my Personal Representative, subject to the restrictions of North Carolina General Statute §32-26. IN WITNESS WHEREOF, I, DERYLE RIMMER CAREY, the testatrix, sign my name to this instrument this 24th day of February, 2000, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my last will and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no_constraint or undue influence. ~`"~'`7 , ~iK.Fi/ `SEAL) DERYLE RIMMER CAREY We, W. Daniel Pate and Beth A. Takahashi, the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as her last will and 2 that she signs it willingly, and that each of us, in the presence and hearing of the testatrix, hereby signs this will as witness to the testatrix's signing, and to the best of our knowledge the testatrix is eighteen years of age or older, of sound mind, and under no constr t or u e influence. /v Moore County, North Carolina Witness ,r ~`'~L` \~"~`~~'~`ti-~`"`"~`-- Moore County, North Carolina Witness STATE OF NORTH CAROLINA COUNTY OF MOORE Subscribed, sworn to and acknowledged before me by DERYLE RIMMER CAREY, the testatrix, and subscribed and sworn to before me by W. Daniel Pate and Beth A. Takahashi, witnesses, this 24th da o ebruar My Commission Expires: otary Public 5/29/2001 3 PARKS, PATE & SCARBOROUGH, L.L.P. AttornPVA~f Law Post Office Box 1669 ._ Pinehurst, North Carolina 28370 STATE OF NORTH CAROLINA DERYLE RIMMER CAREY COUNTY OF MOORE FIRST CODICIL I, DERYLE RIMMER CAREY, of Moore County, North Carolina, do make, publish, and declare this to be my First Codicil to my W ill executed February 24, 2000. Except as hereinafter modified, I hereby remake, republish, and redeclare my said Will. IT-EM I I HEREBY AMEND my Last W ill by deleting Article III in its entirety and inserting a new Article III, and said Article III shall read in its entirety as follows: ARTICLE III. Specific Bequests. A. I bequeath to my sister, ANNA C. LINDGREN, the sum of $10,000.00, if she survives me. B. I give all of my personal effects, automobiles and all of my tangible personal property in shares of equal value to my children surviving me. IN WITNESS WHEREOF, I, DERYLE RIMMER CAREY, the testatrix, sign my name to this instrument this 16th day of October, 2001, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as the first codicil to my last will and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint os I Indue influence. EAL) N. DANIEL PATE ATTORNEY AT LAW P O. BO% 1669 'INEHLIRST. NC 2630 We, Carolyn C. Hinds and Kristy L. Horan the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as the first codicil to her last will and that she signs it willingly, and that each of us, in the presence and hearing of the n ~ b ~ ~~ _~~ ,~ ~~~ ~ z:.zrn ~~~ ~,~ .~ ~ ~ ti .. _ Gn N testatrix, hereby signs this codicil as witness to the testatrix's signing, and to the best of our knowledge the testatrix is eighteen years of ge or older, of sound mind, and under no constraint or and influence. / ~~ G'/i~J Moore County, North Carolina Witness ~ I • /~,,.-~ „ Moore County, North Carolina Wines STATE OF NORTH CAROLINA COUNTY OF MOORE Subscribed, sworn to and acknowledged before me by DERYLE RIMMER CAREY, the testatrix, and subscribed and sworn to before me by Carolyn C. Hinds and Kristv L. Horan ,witnesses, this 16th day of October, 2001. R. My Commission Expires: r~' 5/29/2006 ~( ,~~ ,'`.. of ublic JJ. DANIEL PATE ATTORNEY AT LAw P O. 80X 1669 'INEHURST, NC 2630