HomeMy WebLinkAbout06-30-0915056041125
REV-1500 EX (06-05)
PA Department of Revenue
Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number
PO BOX 280601 2 1 0 8 1 2 6 8
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
1 8 2 2 2 5 1 2 8 1 2 1 4 2 0 0 8 0 1 2 2 1 9 2 7
Decedent's Last Name
M U L G R E W
Suffix Decedent's First Name
P A T R I C I A
MI
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS BELOW
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 Q 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
S U S A N J HA R T M A N 7 1 7 2 4 9 7 7 8 0
Firm Name (If Applicable)
REGISTER OF WILLS USFnOfILY i
D U N C A N & H A R T M A N P C ~-? `~',
;, ~
First line of address - '` ' ; ~--.
1 I R V I N E R O W
Second line of address
City or Post Office
C A R L I S L E
~ ~,
I -_ _..~ h
~'-j
,._. _.
~'~ _. ' !
State ZIP Code ~ D FILED r~_=, _~
P A 1 7 0 1 3 --- '~
Correspondent's a-mail address: SUSatlhBftl'T1811 C! pa.net
Under penalties of perjury, l declare that I have examined this return, inducting accompanying schedules and statements, and to the best of my knowledge and belief
it is true, correct and complete. Declaration of prepan:r other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PER SPONSIBLE FOR FILINTU~tL~- DATE
ADDRESS
441 E. FORDHAM RD., SPELLMAN HALL BRONX NY 10458
SIGNATURE OF PR RER OTHER THAN REP SENTATIVE DATE
USE ORIGINAL FORM ONLY
Side 1
15056041125 15056041125 J
r~
15056042126
REV-1500 EX
Decedent's Social Security Number
Oecedent'sName: PATRICIA MULGREW 1 8 2 2 2 5 1 2 8
RECAPITULATION
1. Real estate (Schedule A) ........................................ 1.
2. Stocks and Bonds (Schedule B) .................................. 2.
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3.
4. Mortgages & Notes Receivable (Schedule D) ................. ....... 4.
5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 1 0 8 2 1 2 , 3 6
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested
.......
7. 2 5 7 8 1 2, 7 8
8. Total Gross Assets (total Lines 1-7) .. . ................. ....... 8. 3 6 6 0 2 5 , 1 4
9. Funeral Expenses & Administrative Costs (Schedule H) ......... ....... 9• 2 5 9 1 8 , 5 9
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ..... ....... 10. 1 1 5 2 2 , 9 0
11. Total Deductions (total Lines 9 & 10) .................... ....... 11. 3 7 4 4 1 , 4 9
12. Net Value of Estate (Line 8 minus Line 11) .................. ....... 12. 3 2 8 5 8 3 , 6 5
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made (Schedule J) ...........
.......
13. 2 0 9 3 6 9 , 7 7
14. Net Value Subject to Tax (Line 12 minus Line 13) ........... ....... 14. 1. 1 9 2 1 3 , 8 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 0 0 0 15. 0. 0 0
16. Amount of line 14 taxable
at lineal rate x .0 _ 0, 0 0 16 0. 0 0
17. Amount of Line 14 taxable
at sibling rate x .12 1 1 9 2 1 3. 8
8
17.
1
4
3
0
5,
6
7
18. Amount of Line 14 taxable
0 0
0
at collateral rate X .15 18 0. 0 0
19. Tax Due .......................................... ...... 19. 1 4 3 0 5. 6 7
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
Side 2
15056042126 15056042126
REV-1500 EX Page 3
Cecedent's Complete Address:
File Number
21 08 1268
DECEDENTS NAME
PATRICIA MULGREW
_
STREET ADDRESS --
4TODD CIRCLE, APT. E
CITY
CARLISLE STATE -- --_ -
PA ZIP
17013
Tax Payments and Credits:
Tax Due (Page 2 Line 19)
Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
3. Interest/Penalty if applicable
D. Interest
E. Penalty
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.
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(1)
14.305.67
Total Credits (A + B + C) (2) 0.00
Total Interest/Penalty (D + E) (3) 0.00
(4)
0.00
(5) 14.305.67
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) _ 14, 305.67
Make Check Payable to: REGISTER OF WILLS, AGENT
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; ............................... ^ X^
c. retain a reversionary interest; or ................................................................................................ ^ 0
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ ^X
2. If death occurred after Decemt~er 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ X^
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? .................................................................................................. 0 ^
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse
is three (3) percent [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent
[72 P.S. §9116 (a) (1.1) (ii)]. The 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-0ne 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-1508 EX + (6-98)
SCHEDlJLE E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC.
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PATRICIA MULGREW 21 08 1268
Include the proceeds of litigation and the date the proceeds were received by the estate.
All propeRy jointly-owned with right of surv'nrorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. M&T BANK CHECKING ACCOUNT # 2678021698 80,493.8'
[SEE ATTACHED DOD LETTER]
2. EMBARC~ REFUND 12 gc
3. COMCAST REFUND 22.6
4. UNITED CHURCH OF CHRIST HOMES REFUND 1.9C
5. ECM INSURANCE GROUP REFUND 221.OC
6. UNITED CHURCH OF CHRIST HOMES PATIENT ACCOUNT REFUND 1,250.OC
7. CUMBERLAND GOODWILL REFUND 83.5C
8. TODD HOME REFUND 3,892.31
9. IRS REFUND 2,597.00
10. COMMONWEALTH OF PA RETIREMENT REFUND 371.21
11. COMMONWEALTH OF PA REFUND 421.00
12. JEWELRY -SEE APPRAISAL SUMMARY 17,845.00
13. PERSONAL PROPERTY 1,000.00
TOTAL (Also enter on line 5, Recapitulation) I $ 1
(If more space is needed, insert additional sheets of the same size)
REV-1510 EX + (8-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
PATRICIA MULGREW 21 08 1268
This schedule must be completed and filed if 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 ATTACHACOPYOFTHEDEEDFORREALESTATE.
DATE OF DEATH
VALUE OF ASSET
%OF DECD'S
INTEREST
EXCLUSION
(IF APPLICABLE)
TAXABLE
VALUE
1. IRA - M&T BANK 28,590.28 100. 0.00 28
590.2!
ACCOUNT # AZR - 116239 ,
JOHN MULGREW BENEFICIARY (BROTHERO
2. PATRICIA MULGREW TRUST 229,222.50 100. 0.00 229
222.5(
M8~T BANK ACCOUNT # 415890607 ,
TOTAL (Also enter on line 7 Recapitulation) ~ ~ 257 812 78
(If more space is needed. insert additional sheets of the same size)
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDlJLE H
FUNERAL EXPENSES ~
ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
PATRICIA MULGREW 21 08 1268
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. HOFFMAN-ROTH FUNERAL HOME 5,516.3'
2. FUNERAL LUNCHEON 380.1;
3. CARLISLE MEMORIAL SERVICE, INC. 547.5(
B.
2.
3.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
Sodal Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State
Year(s) Commission Paid:
Attorney Fees DUNCAN & HARTMAN, PC
Family Exemption: (If decedents address is not the same as daimanYs, attach explanation)
Claimant
Zip
18, 300.00
4.
5.
6.
7.
8.
9.
10.
11.
Street Address
City State
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
Accountants Fees BOYER & RITTER, CPAS
Tax Return Preparer's Fees
CUMBERLAND LAW JOURNAL LEGAL NOTICE
THE SENTINEL LEGAL NOTICE
IBIS APPRAISAL
REGISTER OF WILLS -FILING FEE
HELD IN RESERVE
TOTAL (Also enter on line 9, Recapitulation) ~ $
(If more space is needed, insert additional sheets of the same size)
Zip
352.00
290.00
75.00
142.66
300.00
15.00
91
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
SCHEDULE /
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
w ~ n i ~ yr FILE NUMBER
PATRICIA MULGREW 21 08 1268
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. AAA FINANCIAL SERVICES 17.6'
2. SARAH A. TODD MEMORIAL HOME 7,510.4:
3. MEDSTAFFERS 666.0
4. MILLENNIUM PHARMACY SYSTEMS EAST 25.4;;
5. ST. PATRICK'S CHURCH -PLEDGE 1,055.52
6. CUMBERLAND-GOODWILL FIRE RESCUE 66.55
7. DUNCAN & HARTMAN, PC - POA FEES 2,181.25
TOTAL (Also enter on line 10, Recapitulation) I $ 11 522 90
(If more space is needed, insert additional sheets of the same size)
REV-1513 EX + (9-00)
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
PATRICIA MULGREW ~, ~o ~.,,.~
vV ILVV
RELATIONSHIP TO DECEDENT
AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [include outright spousal distdbutions, and transfers under
Sec. 9116 (a) (1.2)]
1. JOHN L. MULGREW Sibling 47
435.2E
371 ARMY HERITAGE DRIVE, NO. 7 ,
life interest in trust
CARLISLE, PA 17013 71778.60
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. College Misericordia
Dallas, PA
remainder interest in trust - 30%
2. St. Patrick's Church
Carlisle, PA
remainder interest in trust - 30%
3. Fairfield University
Fairfield, CN
remainder interst in trust - 30%
~. %o~v~CS{=~ c Yiol~e~c~~,Jet>J ~ C~ S - (-?vnti~ v.e~ES l v~~. ~v. -ti't! 5't /O ~
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
tlr more space Is neeaea, Insen aadltlonal sheets of the same size)
REV-1514 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE K
LIFE ESTATE, ANNUITY
& TERM CERTAIN
:heck Box 4 on Rev-1
ESTATE OF FILE NUMBER
PATRICIA MULGREW _ 21 08 1268
This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89,
actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit.
Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99,
and in Aleph Volume for dates of death from 5-1-99 and thereafter.
Indicate the type of instrument which created the future interest below and attach a copy to the tax return.
® Will ^ Intervivos Deed of Trust ^ Other
NAME(S) OF LIFE TENANT(S)
DATE OF BIRTH . ~
NEAREST AGE AT
DATE OF DEATH
TERM OF YEARS
LIFE ESTATE IS PAYABLE
® Life or ^Term of Years
^ Life or ^Term of Years
^ Life or ^Term of Years
^ Life or ^Term of Years
^ Life or ^Term of Years
1. Value of fund from which life estate is payable . . . . . .................................... $
2. Actuarial factor per appropriate table . ........ . ..................................... .
Interest table rate - ^3 1/2% ^ 6% ^ 10% X^Variable Rate
3. Value of life estate (Line 1 multiplied by Line 2) .. . .. . ................................ $ 0.00
NAME(S) OF LIFE ANNUITANT(S) DATE OF BIRTH NEAREST AGE AT
DATE OF DEATH TERM OF YEARS
ANNUITY IS PAYABLE
John L. Mul rew 9/23/1931 77 ®Life or ^ Term of Years
^ Life or ^ Term of Years
^ Life or ^ Term of Years
^ life or ^ Term of Years
1. Value of fund from which annuity is payable . . ........................................ $ 281,148.00
2. Check appropriate block below and enter corresponding (number) .. . . . . . .................... 12
Frequency of payout - ^ Weekly (52) ^ Bi-weekly (26) ®Monthly (12)
^ Quarterly (4) ^Serni-annually (2) ^ Annually (1) ^ Other ( )
3. Amount of payout per period ...................................................... $
4, Aggregate annual payment, Line 2 multiplied by Line 3 ...... . . .......................... .
5. Annuity Factor (see instructions)
750.00
9,000.00
Interest table rate - ^ 3 1/2% ^ 6% ^ 10% ^ Variable Rate % 7.8537
6. Adjustment Factor (see instructions) . . . . . ........................................... 1.0155
7. Value of annuity - If using 3 1/2%, 6%, 10%, or if variable rate and period
payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ...........................$ 71,778.89
If using variable rate and period payout is at beginning of period, calculation is:
(Line 4 x Line 5 x Line 6) + Line 3 ................................................. $
NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through
G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18.
(If more space is needed, insert additional sheets of the same size)
LAST WILL
TESTAMENT OF
I, PATRICIA MULGREW, of Carlisle, Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding do hereby make, publish and declare this
as and for my Last Will and Testament, hereby revoking any and all other wills and codicils
heretofore made by me.
FIRST. I direct that all my legally enforceable debts, funeral expenses, testamentary
expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any
recipient of any property) shall be paid from my residuary estate as saon as practicable after my
decease and as part of the administration of my estate. My personal representative shall have no
duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of
insurance or other property not passing under this Will.
SECOND. I give, devise and bequeath all of my household furnishings, jewelry, art, cars
and family papers unto my brother, John L. Mulgrew.
THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, both
real and personal property unto my Trustee, in trust, for the following purposes:
a. I direct that my Trustee shall hold, invest and reinvest the same, collect the
income arising therefrom, and after paying all expenses incident to the
management of the trust, to use and apply as much of the income and principal as
may be necessary in the sole discretion of my Trustee for the support,
maintenance, well-being and care of my brother, John L. Mulgrew.
b. In the event my brother, John L. Mulgrew, predeceases me, then all of the rest,
residue and remainder of my estate I give, devise and bequeath as follows:
1) 30% to College Misericordia, Dallas, Pennsylvania;
2) 30% to St. Patrick's Church, Carlisle, Pennsylvania (to be used first towards
the cost of installing air conditioning at its Shrine Church Facility);
3) 30% to Fairfield U~iiversity, Fairfield; CoiuYecticut for the Aloysius P. Kelley
S.J. Chair
4) 10% to Domestic Violence Services of Cumberland and Perry Counties,
Carlisle, Pennsylvania
c. Upon the death of my said brother, the trust shall be distributed as follows:
1) 30% to College Misericordia, Dallas, Pennsylvania;
2) 30% to St. Patrick's Church, Carlisle, Pennsylvania (to be used first towards
the cost of installing air conditioning at its Shrine Church Facility);
3) 30% to Fairfield University, Fairfield, Connecticut for the Aloysius P. Kelley
S.J. Chair
4) 10% to Domestic Violence Services of Cumberland and Perry Counties,
Carlisle, Penmsylvania
In the event any of the said charities shall cease to exist, then the share of such defunct entity
shall be allocated proportionally (based on their existing percentage shares) among the remaining
said entities.
FOURTH. I hereby nominate, constitute and appoint Aloysius P. Kelley, S.J. as
Executor of this my Last Will and Testament. In the event Aloysius P. Kelley, S.J. is unable to
act as my Executor, I nominate constitute and appoint Susan Beittel as my alternate. I hereby
relieve my Executor from the necessity of posting security in connection with his duties, as such,
in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In
addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to
retain in the form received, and to sell either at public or private sale any real or personal
property owned by me at the time of my death.
FIFTH. I nominate, constitute and appoint Aloysius P. Kelley, S.J. as Trustee under the
terms of this Last Will and Testament. In the event Aloysius P. Kelly, S.J. is unable to serve as
Trustee, I nominate, constitute and appoint Susan Beittel as Trustee. I direct that my Trustee
shall be relieved from the necessity of posting bond to secure faithful performance of his duties
in any jurisdiction.
SIXTH. I have made, or may from time to time make, a written memorandum
expressing my desire to give certain items of personal property to specific persons. I urge my
Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be
stored in conjunction with this Will
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
and Testament, consisting of two typewritten pages this 13th day of
~-~-ew~be+~- ,2007.
< <
~~
PATRICIA MULGRE ~_
Signed, sealed, published and declared by the above named Testatrix Patricia Mulgrew as and for
her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence
and in the sight and presence of each other, have hereunto subscribed our names as witnesses.
/ ~ ~ ,n, o s
i^ "~. j
~ ~ ~ / ~ ;1
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF CUMBERLAND
:SS.
I, Patricia Mulgrew, Testatrix whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
~- .
~ ,,u--__ ~a-t,J-
PATRICIA MULGREW
Sworn or affirmed to and
acknowledged before me, by
Patricia Mulgrew, this /3~ day
of Jr~Pi~"~Yh ~c~Y ,2007.
~t
tart' Public
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, JvS~~ c~, /~o/r'~~vioi'!7
COMMORlWEALTH f)F PEPdh}~YLVAPdIA
NOTARIAL SEAL
JOP.N G. ADAMS, NOt3r f ~U~!iC
Cariis':e 3cro., Cusr:!~er!and County
My Cominissir~n !~xpiras ~~ar,h 7, 2Q11
:SS.
and /~GI'~ ~' L ~ /~r/~rn /'!'~ ~%~" ~
the witnesses whose names appear signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw Patricia Mulgrew
sign and execute the instrument as her Last Will; that she signed willingly and that she executed
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 that time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
Sworn or affirmed to and
subscribed before me by vv~a~
~ f ~ ~~l v°`-~ ~~! YJ and
this / -~.~.~f ~ day of ~ -~~ v~l ~ ~~g°- ,2007.
N ry Public
,~"c~9G?~r;~i3+s~'>t;~L`,r-1 ot~ ;:~~:.[~~~~;Y:.r~,nar>..
..~..~.,.u_.._stiGTAR!A". ~.,=,~~1Nr...~._..._a~.._,~,._...._.,j
JCJ,~N ±?. AC1Ai`•.~::~, Nct:~r;r ~'tluiiC !
,. _ ~, arcs ~~~'~~rt7 G~r-t ~b~lan~ ~ t}t ri~~ ~..,
~viy C,Umcrsl~-,fU~ s axle r~sr !ts^sctt r 10 ~ 1
~~ , /~
. ~.,
~ ~ ~...~.~_,.i'
^~
~,
P~40
c a
oA
i a
m
z
v
0
D
N
0
~ n
ro m
3 °1
s~
;~
T -{
Z S
A
D ~
7 ~
S
n ~
n S
D ~
1~
n
a
m
0
z
0
0
0
0
o
~O
m
°-«.
0
a
O
o'~i
~ `-
O ~
~_
`~G ~
c
d
d
0
n
~ W
In
O ~ ~
N ~ ~
O ~ ~
y
~ M
a
0
w Sao
~~
~ _ n~~~
-
y
y
~o~
~ p
~o~ r
~
y
_ ~Oy,1y °
0
~ d td o
~~~ rd~G O1
V n ~
~ n ~ H ,--~ b
"d ~1 ~ 01
~ ~ ~ ~ y OD
N
p ~
- n O
N
~
A
'
~
D '
C
/~
Y C
~
~
~
~ ~ r
- o
;,
_
~
~ ~
_~ ~ H
~
~
~
~ - O
N
~ ~
.t
N O
N
C
~ ~
o
~ ~ ~ ~
-
~ O
ro
d
o
v
o
0
W
w ~
tp
~ vVi 0
aA
N
~,
00 0
O A N
O O O
a o 0
O
C
n
O
7
y
O
0
~.
n
T
w
~..
C~ ~
T
3
0
0
0
~WW
N
oo°w
v
N ~ ~
A N
v <w
V W
~ N <
3 t1/jlVkl
N ~ tp~
_~
N
~~
N
O ~i~
O
~•
n+n~onoo
~ °'
A
c
`
° C
~ ~a
d
n
b a ~ .
^
a ~ a5. ,,.
~ o
o
i °
as
.~
~ ~ ~
C ~
9
,.~
~
a
=
` ~ ~.
~ 3
3 r.
7 7 C N d A
~ 0 f0
~ ~ C µ ~ d0
G A ~ Cei PF
A A ~ ~
n
~ ~,
~,
d
oW
° ~
^ ~
`` ~ `~
w
N
0
N ~CNO
O O
A N
m
k
w "'
w ~ ~ N
In In A O ~
o°o~oip
~R
N W
~ 01 N N M
~O C~ii _'J N p p
O O ~.n I.J o N
I.N--ono V
CO -P O N O O
J
ro
P °^~,
A°
op
3 j
0
~ a
T ~
OC7 C
.~`
D c
~ ~
n ~
D
C
~~-
N
D
N
W
D fD
3 ,'
S ~.
0CI
n ~
~ ~
~ O
D ~
~~
n~
~~
o~
~~
n
v
c
6
d
O
W
Z
0
o ~
~ O
n eo
o ~
~ w
0 0~,
a
o'
~ . `.
c~~~
~ ~ ~ G
~ ~ Q
c ~ f0
0
c a a
A ~ ~
~ '-. O
N ~
0
3
CD
o -p
o in
N V
N
N,~~
N m m
N
A m m G ~°.
O ~ ~ d
- ~• WWW
Q ~ _
y ~ Q
~ O ~ A
(n ~ ~
J ~ a A 3
°' ~- < ~
~ ~ ~-
~' N- a
fD ~' r'
m m
fA ° ~ a q
CD N
H v w fD
C ~ ~
m
O p7
~~
3
d
~~
Q
o y
S
? c
. a
s o
n
$ ~
m
(T ~,
N Q
o c'
a
v o
o ~
~ ~:
d ~
=v -~
~~
m
o
~-
su
n~
~ ~
m
m
C
Z
0
O
CD
N
O
n
A~
0.
~,
S
Cp
N
S
<o
w
c
0
o O
C N
~ ~ O- d O
v~ S
~_ ~
m
C
~ e°a..
Q.
< N N
N V1 H7
r r
A A
o m
C Q~
v
T
~.
u
0
0
O
O O 1~'
O
7
v ~ O~Q
~~
~-
C rm-
~ r
z~z~
o~oo
z°z~
~n~n
Wnan
R
z y~y
X X ~
N C
(b
(%}
Cn w 7
1~ V
v ~'
ro ro
~ ~ n
m ru ejs
~ ~
ee
C ' C
N ~ ~
N 'a
Ul ~'
O -~ R
O ~ ~
O ? ~'
a~
n
n~
a
D D
~ _v
~^~ H
A
~ ~,
`G
< O
O O
~
O
-' W N
~ T ~' ~ ~
7
~ A ~
0 c
~-
~ ~
a o w
~
O °
~
~ ° °' o
~ o~
'
3
'
~ ~
o
co
c~ »
~ A
z °
w
~ ^, A j 3~ iv
O ~ ~<
~
~ j ~ _
~ [S
O CD C
O O ~ D ~' D
(7
N
~ ~
g ~ ~
N
~~ ~ ~ .w.. = C
tp n ~- v ~ ~ 70 ~
a 01 .
S- ~ `` ~- x-"• ~n ~ m
~'
~
m O
m
~^
° °-
a
Di N
a°
~ N
~ _
O _
O
N ~
'O K ~
~~ ° ~
•
~ ~
~ O K 6
~
Q~ ~ ~ ~ ~ w
~ /q
fU A~ SU V ~7 \ ./
~
(/j ~- Q ~
- D. N
o G
d
~ ~~
~ ~
~ . o
_~
_ ~ ~ ~ ~T
D. o ~
~ ~ ~
~ cn
m
~
Sp ~
~ `~ ~
~ ~
H ~ ~ <° ° ~
y ~ ~ ~ ~ ~ ~
~ ~ m ~ m
m'
~
~ .
~
~
(] ~
() ~ ~ Q 1
7
~ ~
A
p
N
O n Q O r
~
~! ~ ~ ~ ~ m CD
c
o
rt
p
~
~
~
~
~°
~ -
v
~ ~ o
t _
-
Q
Q
m ~ ~ O
A S o °
^ p
a' w -
a
m w
a `D ~ '
~
~ c
.
~ ~ ~
~
~ -°
~ o
~ f/s
(~
C
C
CD
O_ rt
N -w d
Ca o ~ ~ A
N
N
~ ~ ~ - rt
~
CO
y
N
N
y
f
D C
_
~.
~ (D.
~- C
~
C) N
~ ~`
Q
~
~c'
~
~
W
G `
C ~
O ~ , ' '
m
~ W T
~`
° o
-
o
~ o.
c ~
?
y- .-.
~
`~ <
cn
a 3
c ~,
CD ~.
N
~
d C
-1
o v
.~
0
c
0
m
m
.
C
(D
iu
b
c o c a ~ m ~• ~ ~~~~ ~ M
'
~ 3
~
N
3
o. ~ < ~
~ ~
~ o ~. ~
C
~ 3
n
N
v~ 7
9
~
. ~ ~
~ A ~ ~
~
( y. A
1
~
N ~
~ n ~ ~ d ~ d n Al (,/) ~ ~
°
e .C n p
o ~: v, "C j
3 3 ~ tD O N n
Q ~ v, ~ N O_
~ ~
ro ~ ~ N c
C j ~' N m m~~
.~«. ~ ~ 3 0 --
S.
O ~ N- 7 ?~.
d
~ . ~
O .
~ O
3 ~
~ O j p, ~~ ~
• Q.
~ O
~
m = ~' ~ O N
-^ 3 m ~' .N.. ~- ~ N
D~ ~~ 7 Vl
o m
~~ N~~ ~ ~~~o o ~.~.~
~ ~
fD O < ~ O
n
~0 n 7
w o ~ m
_
~ m
~ c s .
..
s
°
~ s
~
~. o
~
o m vo, N o
o~ ~~
3 o
3: m o o
c
.C c a C A
i ~
~ v O. ~ ~
to m m o
~
°°' ~
o
m a c o
- Nc_ ~
~ o ~ N<p 3 c
~ y
~ m
a
~
.~ ° m a_ o
o ~ •c ~
~ ~
~c o
3
~ w
a -oo -0 3 ~
m o;
~~ m vs ?' v' ~ c
s n° Q ~
~
.
n o '~ ~ a
p c m ~ 0 3~
n
~"
m 3 c o
a-a o~ ,
~ c
n
i s m o m ~° ~• 3
fO o f ~,
~•
~
a ° °, n c d a -°_ m ~ co ~ ~ ~
7r
r2
z N O
3
N fp r v > O
~. ~' N 7 ~p
O,
(N/1 LD ~ n
D 2
Q~~
' ~.Q `C
= ~7•'0N
~ 3
A
n
T ~ ~ N N n
0 3 ~
y ~~
c~ N fn O A
~" N
,
O~ _
~~ m co ~' ~ m~ y
~
N ~ ~° o v
~
~ ~ CD ~. ~'
~ ~ (7 .. C
~ O. O 7 (D N
3 N ~ N
O
n ~ ~ co Q: c 3,0 o Q ~ ~ ~, o
c ~ -ate a~~ nc ~ ~ n o
n~ O 3 0 0 n
° o
a o v
~' o'
~ ~ m _
_
c~ y co n~ m
~
.,
t0 _
~ P7 _ .0.... o
~ 7. 3 a "C d N
~
O_ 3 >
' ~
> > Cfl ~
N < S11
p.
. ~
~- Al
:.O d
?
n
7 ~ ;
~ ~ O. Al
,»'
S17 SU ~
N Q
: ~.
.
N
~ ~ S ~ ~
~
( ~
.
710 ~p 7~ ~ ~ D
, m
- a
s~
°1
' om
o °c 3• X -° ~C Su ° i ~
-
v
D ~~ C
N .N.. C y r
O N c p_
~ fD
~ O 3 ~+. A
~~~ o c c ~' N ~ o
O
r P~ ~ p,'O () `L ~~ ~ N ~
f0 CD
~~ ~? Q -- (D
~ ~ o ~ 7
no_a~
~
r3° `n O< ~{ m
N o
O' C
a O T C
~ m i c sa
a u
~: o_
co
~
< ; ~ W
N
~ _
O
~
s
Z pp
C Al Q. ~ ~. ~ ~ d (D ~• N
D c _
O n n N
(A
_
= N N
~' (D y ~. N
Z ~ fn P7 7 ~- N !b ~ ~ O.. CD
N ~
m ~ C ~ ~.: ~ ~ ~ ~ N ~ W
~
~ = O ~ ~p ~ ~ 3
n~
ao ~o•g•o
m ~ 3 o u'
~ ~ m ~ m
~ ~
3; Q
-co m ~ m
~ ~
-- o ~ :• ~° o
Q
o ~ -~ 3° m n 3
~ v c ~ ~ ~ ~
rn o ~ -a
°, '
~ ~ ~ a' ~
? n a ~ o. ~
~ ~ rn N
"O P~
w
o ~.~m ; 3
~~ cn CD
~'m ~
o '< fO <_
O H O O~ ~ y
- A7 S m o-
Q. 6 fD
z N
~ N'.
r
°
~ ~.~ O_v
""` c ~ ~
o ~
ai m ~ c N
s 3
{
o ~
nao_~.
o ~°3 m
m ~ m
m -~sU- ~ ~ m ~- ~ X
o ~ m ~ n ~~ G E w a
3 3
?
o m m o su ° m i
s
co
~ v, ~,. c n > > co
o ~ ~ ~
Q Q
d
w
~' ~
N
vis
O ~ p
p ~~ °o
N
Vt
O
iI!
d
O
d
~tn
0
O
N
ti
0
o
A N
p'f' C
7 N
~ O'
O
s
7
O
~ u~ N N
~ 3~ N
~ ~ `~ ~
w
I
-~°~~ v 3 3
m
~
d
ooa
n.~ ~
-p ~ T. fl~°I = ~
~ ~ d 6A N
1 ~ n
~"' a N
~.
C
T ~' .~
O
W
'~°x n~
~
_
~__ Z a
o, °-' O
°~ ~ 3
a m
~ C
~ Z
~ ~
'
o
A
m
~~ H
~ W
z
a
~ ~
g.
d v,.
m to
O
O
m
w
t0
b
o i
0
w
m
0
0
Q
a
h
n
O
C
fD
C
g.
A
0.
7
C
e
s ~
~~
{A
a
0
A
7
f~D
C
O
N
O
W
w
0
ODD
m W ~
o ~ ~^
p0iv
N C ~
A ~
V 'G N
°D o <
N ~ V/
~~ ~
N N
C
N
o ~
o° ~'
:~
-" ltd f
~~ :~
b
U
d
'O
. • °~~
~ >
o A
3 y
~ o
a
z
D
0
T C
W .=-f
0
~ C
i0 ~
n ~
a
c~~'
n
N
D
0
n
v'
S ~'
D ~
n -~
7 ~
~ C
7~
S
n ~
T ~
n S
v ~
1~
n
v
a
-i
S
W
O
Z
O
o v
O m
~ V
~ ~°"
T/
O
a
`~
d
a
N
N
O
O
O
r ~ ~ ~ ~ y3 HC
N ~ ~ w O ~ ~ ~
~ OD. OD OD OD z.
C '
T
fD ~ .~
n ~pgOo~ .C
N ~~ ~ ~. O ~j ~j7
m °i a n.i C [D
o+ n~ Z "*
A ~ ~ ° e
N L/1 d
~~
a
0
0
D
.ti
m
Q
oq
N
~zz ,
a00 °O
~ m
Z rn m
~ m m
o ~ ~
O
z
A O O A
A O O ?
T ~ ---~ ?
O
O
O
~ A ~ :P
~ ~ ~ ~
~ Ol In A
v ~ s o
~ a
~ C
~
C
fD
Q y~
rs m
~ °-'
.
,
`G .1
y Q 7
rt
~ ~
7'f .~
CD
~
~ ~- N
w
i~ ~
v
~ s
m
d
m
~
~~
~ m
~
O
a
CD
Q
v
~i
~ee.
7
3
7
7
k
O
VT
b
N N N
O O O
m
A m
z
S
G
p
~ < ~
~ D
fn C
/1
= o _
z ~ z
n n~ n
O m ~
m ~
m
p
o~wm wm m~tm vn
~ O. p O p~ N_ p N C
A a
o :p. ~ ~ ~ O Ql ~. p~.3
o°uV,-1'vVi-i ow-i w
~ o ~ o ~ m o m o n
_ p C
_ vi cn
N ~ ~ ~ ~ ~ ~ ~~~77 ~ ti
N to ~ ti7 ~ N ~ D ~
p~~ r:,~ pv~i~ ti~
~ C z tiz N C ~. ,~
~,no -Do ~r,o ~c
o =~ ~~ o?~' p?
OD D m N m 6D ~y m R
~ C N C ~ C N C
z m z z o, z
p o p O p C
n OD n n O° r
N ~ a ~
to ' v
v~ ~n cn v
m o~ ~ 2
w
N
m a
o
N ~
~ W
vN,
Ni,
~ a
3
N N (~ co 0
~
N ~
~I V N
C C C I"1
C
v
i
C7 t
ii
p t
i1
O v
i
O
~ e ww~'
W
N
~~ ~
1 1
0 0
o a ~^
e ~
D
7
s~
d
rt
fD
n
~_
C
fD
a
s
.,
C
7
N
...
m
9
(D
3
~•
d
O_
~\
N
0
W
N
O
O y,
°° y~
~ ~ N
p ~ N
ow 0
N C ~
? Z N
V { ~
Cp ~ lD
°D rv D
N N
_ 7
~ fD
~ ..
c
to
N
o ~
O
~~rrr
`1
^,~
~,
v
c
n
0
±~h0
O
a
o A
i y
~ v
z
~ a
T o
W c
O
~ z
D c
~ ~
n ~
D
n
~ o,
N
0
N
r
~ n
n ~
~ ,'
r~ ~
m ~
z ~
D c
Z 00
3
N ~
m ~
N 3
n~
n
v
c
a
v
s
rt
m
O
Z
O
O
~ ~
n ~
o ~
~ .o
o
o
~ C
~ -fi (A
e
~ ~
c
fD O
e
i
n
o
,
A c
o ~~ A
~
d
~ ~~
A
'
. 3 d.
fC ;p,
VIN
W O
Wi ~
A ~
N
- A
'.
CQC
G O
Q
A
n
~
_
Q
N
v n.
or
..
eo
O
-w
_W
o
N.
ti..
~.
.
N
'. V
I '. H-
rt
d
.~
A
I ~D
. '.
- 7
.~.
1
d
1
O,
N
O
o ~ ~
'4 iD ~
n ~ y
~. ~ W
o ~ N
"C ~ Q
c' .~' pp
S'
S m
N y
~ n
n. o
~_ c
n
~ ~
N: 'C
A> p
C
p-.
3 ~
- ~ N
y
~_ ~
C'. 7_
~ O
6
v'
S11
7
~`~n.
A o
oA
~ a
r
T ~
W L
O
D `c
~ C
n R
a•
r _
d
~w
O
y
d
~.
O
a
O
y
N
c
7
A
IUD
01
S
tD
O
0
C
a
ID
3
O_
~'
IUD
7
3
f~
3
3
ID
Q
N
~G
S~
7
7
tQ
a
~o
a
3
m
r.
0
0
v
m
s
3
t0
'0
N
41
L
y
lD
'C
n
Z
L
O
V
W
ID
(O
7
C1
O
3
a
ni
~o
<m-ni~_mp zbZ . . . . n
~
L~j~7~~~
~ 000 czim Om
s 3
cm'immrm x~c~
~vi7m1Q <3~
0 ~~3~
0~=m cvbma
~zm~~ ~lKV~
~s~~o
csr'Sztn
o~_.mbx m0
T~m b~mby
tnl m~lz
w
~ -i-yc~_z
mx`.v~o
r O ~
m p
-i
°
O O~~
~ ZZ~yO
-~pmxmp
p
xcn03~ i 'gym
u
c0 Z
mO
-i~r3 cb~~
rn ~~
~
~ .~b ~Or
=0
bD
O
-~
a
~ xm~ Om Wa a
o
<''o°o~ v
oNO
~
-I
~
v
i
~Nyzbb
C
mO ~.~
x m
Z
z y
xbr~
-y zm Oo
~ D~zz
1 p b
~
x~ a
v~ C m
O y
om..
Z
3s
mT-~-I~V~In y,
ay<
~QC ~~p
.~~.~~ =
yb~y ~m
<~ao3
r
t
~OT-i -1
~
~
~p
~ `Za,
ro m'y O
m0 ~z ~mzti
r
000 -m
m
3m m~
c f
{
n
m~
p c ~~
~ -iI
-
~ ~ y00 O~ Cm
Z~m
=
m~~NOym nv
i
~i p
1 c
c03 -
~ b
DDr~Z r O
Tvic
$
=~zmg~
err- ~+
zDD r
<.zimo
nO~
v~
~ mzcmi~0°
~
rD ~m n
~ w ~ mj j
x m3 ~ m o c
r
A
zm s x v
=y=
T~
n
xm0,=vyi~s n
n~°c° ~ l~m~ t
n
oa Oz
~ °~m
m A rn
y ~mi~`ztn 3
cZi~ ~ xa~n
-i c~ m~
y
b Z wooz
a~ n
z
m DzC>ADn Oo z m~3 'y'T ~ o
~~xi w
O m~SNmp zS1 n
3 n Z C
3 ~ O m
~ Z O
c
z xmNmzl
~ b A 3 0 ~~
O v p
O
b
m,mmycb
O ?~C~O
g b'i ~
--~~ z ~'~O
T ~ 'er b
~ b m an
~ z x
a
o
7~C D~K D"~ ZZ ~ G ~ ~ D m W S=
C zm s-
s Dm ~ C ~ r =
bz
z ~o
Z .TJ O
N-~Z ~~
ZA ~ ~
a O z
Val p
~ (7 n
~
m=z ~~ Om a
~ ~ ~ ~ ~ 3 C
fns n N
~3
~
m ~ m
~?~ 3
3 O ~_
~ ~
> rz
t
ii
Zc~
p z z
o ~ m ~ p o c
y
~oozZ m
~ z ~ O <
~ v
a z
0 3 m' T
z~y$O O
mo ~
~ -_1 ~ .< ~
x
~m
~ ° m ? ~ y ~
tnm
~~v~b C~
~z
A z
r m z
m
m(Yyb~
b ~~b3
m
3~
y~
O
~ m
O O
m
D Z
-i m
O ~ x
...~
O -i
~
~Wm
C. C~ m O
rti.Tn."~(n c
x f-
TD to
D
~
'~ <
1 g D
o
~-ci
~3
y n~ ~ i ~ ~
v
i
Dm
m~ m
m b
m m m
-C
1
m
A
3
b
Z
O
n
O
Z
O
_1
O
Z
y
~f~;
Date of Death: 12/19/2008
Valuation Date: 12/19/2008
Processing Date: 12/16/2008
Estate Valuation
Shares Security
or Par Description High/Ask Low/Bid
1) 23990.75 MTB GROUP FDS (553767841)
PRIME MMKT INS
NASDAQ
No pricing information
2) 341.823 BRIDGEWAY FD INC (108797903)
ULTRA SML MKT
NASDAQ
12/12/2008
3) 83.856 WT MUT FD (929348769)
CRM MDCP VAL I
NASDAQ
12/12/2008
4) 1296.323 FEDERATED EQUITY FDS (314172560)
STRT VAL USD I
NASDAQ
12/12/2008
5) 279.694 ADVISORS INNER CIRCLE FD (00758M639)
LSV VAL EQ FD
NASDAQ
12/12/2006
6)~ 3798.668 MTB GROUP FDS (553767882)
EQ INDEX I I
NASDAQ
12/12/2008
71 293.419 MTB GROUP FDS (553767510)
MID CP GRW I I
NASDAQ
12/12/2008
8) 36.626 MTB GROUP FDS (553767148)
S CP GRW INS I
NASDAQ
12/12/2008
9) 394.982 MTB GROUP FDS (553767114)
SMCP ST INST I
NASDAQ
12/12/2008
10) 477.973 INSTITUTIONAL EQUITY FDS INC (95775L908)
LGCAP GROWTH
NASDAQ
12/12/2008
11) 169.975 VANGUARD INDEX FDS (922908962)
VALU IDX SIGNL
NASDAQ
12/12/2008
12) 168.244 ALPINE EQUITY TR (020940909)
INTL R/E EQT Y
NASDAQ
12/12/2008
Estate of: Mulgrew, Patricia
Account: Mulgrew, Patricia tua #915890607
Report Type: Date of Death
Number of Securities: 16
File ID: Mulgrew, Patricia tua 415890607
Mean and/or Div and Int Security
Adjustments Accruals Value
9.76 23,490..75
10.33000 Bid
10.330000 3,531.03
18.35000 Bid
18.350000 1,538.76
3.78000 Bid
3.780000 9,711.10
10.09000 Bid
10.090000 2,822.11
7.33000 Bid
7.330000 27,849 24
7.27000 Bid
7.270000 2,133.16
9.20000 Bid
9.200000 336.96
3.23000 Bid
3.230000 1,275.79
8.83000 Bid
8.830000 4,220.50
16.44000 Bid
16.440000 2,786.17
10.48000 Bid
10.980000 1,763.20
Page 1
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.2)
Date of Death: 12/19/2008
Valuation Date: 12/14/2008
Processing Date: 12/16/2008
Shares Security
or Par Description High/Ask Low/Bid
13) 439.156 HARBOR FD (411511306)
INTL FD INSTL
NASDAQ
12/12/2008
19) 9830.941 FEDERATED TOTAL RETURN SERS (31428Q101)
TOTL RET INSTL
NASDAQ
12/12/2008
15) 2825.964 MTB GROUP FDS (55376V705)
US GV BD I I
NASDAQ
12/12/2008
16) 1536.244 RIDGEWORTH FDS (766287678)
SEIX FLRT HI I
NASDAQ
12/12/2008
Estate of: Mulgrew, Patricia
Account: Mulgrew, Patricia tua #415890607
Report Type: Date of Death
Number of Securities: 16
File ID: Mulgrew, Patricia tua 915890607
Mean and/or Div and Int Security
Adjustments Accruals Value
39.40000 Bid
39.400000 17,302.75
9.93000 Bid
9.930000 97,621.29
9.67000 Bid
9.670000 27,327.07
6.84000 Bid
6.890000 10,507.91
9.76 229,212.74
Total 229,222.50
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.2)
ESTATE APPRAISAL REPORT
OF
PERSONAL PROPERTY
OF
Pat 1Viulgrew, .deceased
Sarah A Todd Memorial Home
100 '~V.e$t South St.
. Building ~y ;Apartmeht E ~ .
Carlisle; PA 1713
for;
Susan Hartman, esq. .
Duncad ~& I~axtman
~ Irvine Rnw ~ .
Carlisle, PA 1701:x;
_,
-,
x: ;A.s ~f do.d~DeC~~~berr ~,~a~ ~~pDB
x ~ ~=Reporte~ian: ~ebruary'~1~,,~~~~
;~ ~ ~- ~-
.4 p{ ~ ~ R y J ~ ~
Jr
l w' ~ 1 y ~' r jt 1 ~r1y~~ fj~ ~iy' y.
`` }Y ~ ,`,* lY
~
; 5
~~~~~
r
~~~~
~~ F
,
~ , •! \ r'tJ
~
~
~
- ._
}~/.'{
~:1'-
(.r
CY11
t ~ y
]
~
- - ~Y L ~ ~
3
rt d ~ tii.A ' ~, +e
~~ 25~-~~.50~2
. ~iisas~eart~~i.p~et
~,PPRAISAL CERTIFICATE
raisal of the personal property of
I hereby certify that, upon the request for the estate app
1000 West South St. Building 4,
Pat Mulgrew, deceased, Sarah A Todd Memorial Home, h sicall inspected the listed
Apartment E Carlisle, PA 17013, I have personally and p Y y
The ersonal property was appraised to determine the FAIR
personal property. p
MARKET VALUE, AS OF date of death DecemObe6r 14, 2008 and reported on Fe ruary
16, 2009. The date of inspection was April 26, 2
The information and values contained in this report are based upon my experience as an
raiser and other reliable sources. The personal property was found to be in GOOD to
app p p y iece,
EXCELLENT condition, unless otherwise noted. d fermi ed with considerat on to the
and/or as a whole. All values reported have been
condition of the item, market conditions, and salability factors.
1~.~PP~A~SAL
~~~VIC~S
APPRAISAL SUlVIlVIARY
It is in my opinion, that, as of this date of death; 14`h day of December 2008, the Fair
Market Value of the personal property of Pat Mulgrew, deceased, Sarah A Todd
Memorial Home, 1000 West South. St. Building 4, Apartment E Carlisle, PA 17013:
(Seventeen Thousand Eight Hundred Forty Five Dollars and Zero Cents)
($17, 845.00)
A~~~A~~AL
The report must be read in its entirety The Appraisal Summary ONLY is
not the appraisal report
® M&TBank
499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12
Duncan & Hartman, P.C.
Attorneys at Law
One Irvine Row
Carlisle, Pennsylvania 17013
Re: Estate of.' Patricia MulQrew
Social Security: 182-22-5128
Date of Death: December 14 2008
Phone (888) 502-4349
Fax (302) 934-2955
June 8, 2009
Dear Sir or Madam:
Per your inquiry dated June 2, 2009, please be advised that at the time of death, the above-named decedent had on deposit
with this bank the following:
Type ofAccount
Account Number
Ownership (Names o~
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
2678021698
Patricia Mulgrew*
6/14/94 Closed S/S/09
$ 80, 493.83
$ 0.00
---------------------------
$ 80, 493.83 ------ -- ------------------- - -- -
Please be advised, there was no safe deposit box found for the above decedent.
* If upon reviewing the information above, you believe there are additional accounts not referenced, please provide
us with an account number and/or name of any possible joint account holder. For any additional information on the
above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact
our High Street Carlisle Office # 717-240-2536.
Sincerely, ^~ ~ ;
~~ ((~ ,~~ ~~JJ ~~ ~N lX~
~l.'1.~
Tracie Hare
Adjustment Services
Lln-~'~- l1' i 1.7 : ~ r Y'1~lUC7-C'Ju 1 t3H1Vtj
t 1 ~ t~bS i. _:'"~4.1
REU'OCAB!_'E' L'IilTNG TL~L;ST
1 -~ Iv, Y'UU~ liU ~ 1"iCi4
Nf;~r,~
I, T?ATP.IC7~r~ i•TULGRGr7 (5att?or) of 1059 '1'ropi.cal Lane
• J1,:,1tid:iy, FT. 34690 hereby transfer to F'=~rmers Trust Company thereinafter
~..
~;'.;`, ;'' called the Trustee; , the property desc~ribPd in the attached Schedule, to be
~I .,
he_T.d i.n Trust upon the r'olloWina terrr,s:
--,
~ r LLiST: Dispasi.tive prrn~is.~ons rbr Our €3enefiy - Durinr~ my lifetime:
~' A. All ~cf th.s not income shall be ;.;:Wd tc me at least quarterly
~~ ~ j
' ~ ~.'.
or shall be paid or a: cumuJ.a+~ed %~rrcJ atJded i:o principal, as I may >.z•ect;
in writ:irtn;
,-
~~.,.
i
i'\ ~ i
Ii .
i;
~:.
"~,
L3. 1',s much of the princiL~ai. as i may f~•orn time to tirne reques#; i_n
writi.ncl shall be p id tc see or as T rr,ay oi:har~~isL direct;;
C. If, in the Trustees opis;zon, T am at any .time unable to act:
or to ~:;~ply the payr;,ants i;n my o;,,n hrs t i nt-great and advani;adG, the Trustee
may apply directly for my benefit; zs rnuch of the i^cnme and/or principa.J_
as the Trustee may, from t;i.me J,o tuna, deem app»opriate for my nrelfare,
comrnrt, support ar ~~ineryericy neEds, anr; niay add to princi~rcl as mu :h of
the income as the Trust~:e deems advisable.
D. Trustee shall keep true and corcecL gooks of account, r~hi.cf-, rooks
of account shall at all ;:easanc.blc~ times be open ; o the inspr~c;{;ion c,f r,,r~ ,~r
my d~!ly appointed representative. Trustee aJ.sci shall render quarterly tr;
me a dei,;ailfi.d statement shor.~i_n ; all receipts and clisi:ur.se~ner;ts on accouni:
of 1;hr trust estate and hhe manner and Forrn in whi_r_h the trust eststr: ~.~
invested at the time of thn rendition cP such statement.
SFCOI~JD: Dispnsi.ti.ue pr_avisi.ons Amer Death -~ lJpon my death, L:he Trr.r,tr~~=
shall. pay l;he tt7nn remairri:~c~ prinril:~al ar~d income !:o the Executor nr Adr.~inis{:rator
'~+lh-v:1- U'1 1.~ ~ •~ ~ t'tsUC9'l'L~~ 1 t5;:1Vt; f 1 r ~bl~ ~~ilr7 1 -~ , ~~
i ~~i
`' of my estate For distribution as part of my estate.
Ti-{1RD: Right to Revoke and Amend - T reserve the right t;o revoke or ,3rnrand
this Trust, in whole or i.n part, at any time and From time to tircre by an
~~, ;;, instrument in writing, deliveree to the Trustee and intended to take ePf'ect
,.,~ ; ,
during my lifetime, except that the duties, powers, artd l.iah.ilities o.° thr.~ Trustee
!~' shall not: 5a changed ~lithout its written consEnt. The Trustee reserves thc. ri.glrt:,
ai anv t1.Rle upon thirty (30) days advance written notice to 5ettlar, to resign
``,
the l~rust arzd deliver the Trust Estate to me, after deducting t;t-rerefrnm its f"ees
and any ryxpenses then duc: and payable.
t~C}lfRTti : Additions to Trust -- Subject to the apPr. oval c~F thE~ "trustee, T may
r~dd property, real and p„rsonal, to the arincipal of this Trust, by dead, will
~' or otherwise.
i-T~Tti: Trustee's Powers: in adCition to the pa~rez•5 grs~rted by law, the
ii.._~ Trustee shall have.tha Fallowing discretionary powers, applicable to princiF~al
~;, ~ ~ and inr_or~ie, which shall. be exercisat3lc without leave aF court and shall he
~ ~\;;
effective until distribution is actually made:
!,
((' A. To BCCU'~Jt and retain a:•ry or all property. includa.nc~ stock ar
I
•,_ -other securities of the Trustee or of a holc!ing company cantro''linq the Truste.~e;
E3. To invest in a].1 f arras of property (includi.n~~, huts not: t.~y way
~~ of I.irnitai;ian, real. esi:ate, all types of stocks, bonds; options, and
i
p~rti_cipations in common trust funds and money market Band:); without being
r;onfined to investments prescribed by statute and without being rsquirerl tc
d7.11[?r57 FV
pro-~ ~- ~r'y 1 ~ ; .;Ll rr.'r_mi-rr~~l,i t}hra«
I ',
r 1~ Ln1L~~.~l•~ 1 -L r r rll•'1.5 Li4~r r t^-lti4
~~
oP my estate for di.strihution as part of my estate.
~,
T!-IIRU: Right to Revoke and Amend - ~ reserve the right tc revoke or ~,mer7d
~>
this Trust;, in whole or in part, Ut any time and from time to time by an
',, ~, instrument in writing, delivered to tor; ~rrustee and intended to t;eke ef'f'ect
~/~~i
,',~ i.
during my Lifetime, exceWt that the duties, powers, and liabilities o. thF Trustee
_ ' sha11 not bc: changed ~lithout its written consent. The Tru>tee reser.vas the ri.ghf:,
ai, any time upon thirty (30) days advance written notice to 5ettior, to resign
the ~frust; and doliver the Trust estate to me, after deductirFg t~~ar.efrnrn its fees
and any ?xpenses then duo and payable,
~`
~'_ _
~`~.j`
I
ff
;,
,~
I';
,~~~ .
f'OURTtl: Additions to Trust - ~ubjevt to the approva]_ r.F the Trustee, T may.
add property, real and p;:rsonal, to the orincipal of ;:his Trust; by decd, wi].l_
or otherwise.
~T~Tti: Trustee's Powers: it addition LJ the por~ers granted by lar.,, thr~
irustee shall Have the following discretionary powers, appl_~.able to principa].
and inr..oare, which sha11 be exercisable without leave of court and sfrali be
affective unt:i.]. distribution is actusr]1y made:
A. 1-o accent and retain a:~ry o'r all_ property, including staCf< or
ether securities of the Trustee or or a holding company cantrnry.li.nrf the Trustee;
B. To invest in a].l farms of property (includinc;, but :'rot by way
of la.mitation, real. r~sf:ate, all i;ypea of stacks, bonds, options, and
participations in common trust funds and money rrrarket funds); without beinc
confined to investments prescribed by statute and without beS,nq regi.rirod to
diversify;
C. To buy investmcrzts at a prerr:iurn or discount;
D. To hold property ~rnragisterEd ar in the name of nomir~E~e;
~r~-`~y- u'~ l.o:.,~ rnui~i'r~l~_V1 ~r~lvt~
I:
I, '
~i~
!% j~
f 1 t~L11i~'ak~ 1'r:lo t'~~L~4j L1Ll ~ r-1C~4{
`.,~ `~
\-.._--'
~, % E. ~Tc~ givra pr.axies, both ministerial and discretionary;
II ~. To ramprornise claims;
I'
`' -` G. To join in any merger, consolidation, reory,3nizatia.r, voti.ncJ
`, i trust plan, or .other concerted action of secuz•~.%y holdar;s, and to dei.c-,~_~tf:~
elisMretionary duties with respect thereto;
H. To horror..: from ~ crmt;rs 'I~rurt C:amaan or F~~a•n others and to
~_ _, f Y ~ nln~igr~
~. I real cr persona:i. property as security thez~ef~r~r; to Loan: cash nz~ secu.r.iti.es
it
upon such ter~~s arrd cc~nd:;.ti. ms as tr. t~str.es deem appropriate;
I . To sell at [~r.~oLic or. private sa.la f'or_ cos"~ or er>:~dii or pari,J.y
fur each, tCr exchange, to improve, or to lr;~se f'or any pe:r.i.a:i rf t;i.rr,e,
~7ny rr;a]. or. persannL pr.apLrty; and to gi.v7 opt;:ions For salF~s, ex^han~~e:~,
'{ ~~ or leas~a;
:l. To a:.i.ocare any praperi:.y racE.ived or c.l~,az~ge irrc~~r.red to prin~:i.pal
~' ar 1nCCrriE? or Hart:Ly to Bach, withot.rt Being cb7.iged to applq the usua.i ru:rc::,.
' i{ ci' trust accounting;
. ~i. '! o d?.=,tr. ibutr~ .ire rash or• in l<i., rd r.7r par. tly i.n Hach;
,,'
!,. 1'n rc,tuin an•/ part or' ^s• all. of my t~usir~a•s interest, hc,~i.d in
this Trust as long as tl~e Trustee con~ide^s i':, advi.sr7.l.e tr da so; arrd `~a
`_ conduct, alone n^ with others, any such businoss :gin wY~ic~~ I are enriar;~Md,
~ ~~ l
,, wit:.. all thr.• powerts of an owner ar with respect thcrsta, includi;,g the ~~„71:,f-:r-
~o delE~c;ate discretionary duti4~s to ott~c:rs and to pay adFguate eempensat:ien
to any such pers:an; to invest other. proor~rty in such t}usinews, and to
incorporate it or change its form.
,`\
CIXTFi: Compensation: Tl~o Trustee shal3. ii c: co7rpensated -i.n ~~c.rnr.c~ance tJith
'~',
`''~'` ' its standard schedule of charges in eFfect Fron'~ time to timE~ dur.inr~ thc, period
I ,,, of it.:~ ser.vi.ces, and this compensation sha1.:L be paid f':om pri.nc::ipal or. :i_nr.omf.
car- partly f'rem each i.n the so7.c? da.scretian c,f` tFre Truster.
'i
k9b-L'~- U'~ 17 : t;k') rhiJl']-CJr'~ 1 t~H1VCy F 1 f L~litt~U+ 1 -r: fb r•49L17 X11' r" r-lt~'~
r>
1'
~~=_~1F.~1~~~~: (~{fJn-~;:5'.L~nIT~°,n'i,: i~l'? y.)/:'.~)C;.Lr:)~.~. iin(~ :Lf~Ci11Pi'. {i' !; 11 ~.~'.1.~~
`..fl~l~ I f7t"? f'if3t? il;'Otil 3nilf:.1~]3(;1C)fiy i35`:ll~flfil8['I{".. Ci.?CiC)C'• GT' ~i'111t~~i~l.il(1 rj(~
i; ~~
~;
,~
\\,, ~
~;
• _~.
i
it
~r,?:~'.J.:JI" :3nCi ,`_Fi~~#.l fiC'i: {:11-! SE!{J~jf~i;'„ t:l",` 2111/ f:Y,2CU:;IC;(I `g' 2i; ~`.i~C~lI~F'.ili_ C. ;' ~~[1
~_~~.I_inl_ti~y or invol.unt:axy ~;.~.l.enati0f}.
c.T~_iiiif~ f_81.J {~;,+`.~F.'.I'n.l_n:.~ TLU`i~. -r"ii.:~ .i iv:=r 1S +' .} ~! -n~a - .
}",: }F• fi.C~~tl:Eli)(iid~,cl){",tl Li{~ ~°rifl5y~Vcf":lci BnC~ C~i~3'_.1. ?.rl :'~-~- I'r.,'.`_iFlFr,tS ;'.,P '-(~~/~'::fli'~ Siy
" ~ .t%~t,!S 8rif~ SiiB.i.~. F~2al/4? l~:> S1.%L.S Vii:. {~i.1fTl~)c?].'~.~3i,Ci i,'C1iJn~,j'/ ."~~~1~i5j/.(l's[',;.,,,,
? iii ;+I.i fP~F~.`_~`i .JHt:RE:D= , `~F:t#;-Lor Dias h~;r~~~.3nl~r. ~~E. hip `+~1n~3 +:.l,.i~ ?_lst..___._.
~~,,, ` , Ootob~r` 1 rr~} arir' Tr~a'„ ,i -
~.,.-.---_._.._..---'-------j ~ ~ 4 2C ~":,`'.S C~%'S~UF.E f;i1i. ~ ..'?`.. (. ?:'i ~llcl:l~
:.~11J _-_`+1..1::i?i~ ? f~S CUl:E_1CJicJi•t;? 5t::8~_ {a3 ~'IB :.°t 1. 1.=~~~ r'.F.'i'E:i:C:~
t ~`i'. `i
I ~ ~ ~
~ _J' f j
13 ~:+:~~ `.~.:
'', /'
~~~_--__.l_ .___ _---..._...____
-Fatri_c.ia~ ME~l.gr.ety
~ ,
1 ;
_f _ _,.
C(.i!YII'~DNWLAi_'l~H f3F PENfJSYL'URNIA
;;
%,'
`~;~.~;
,. ,`
~``:~':
I.
E:Qtl~~i~Y 11 F' CUtitBERT.AND
r 1 ~ ~:blir 7lt i -~ fr i-trl~.~r~ ~tl~; r r-any
~~_~ ~~
l?r~ t!-pis, f:f3e Y 2lst day ef' ~ October. ~ 88 Cofrre rr~e,
~~ notary rau!~i_i.c in anc~ f nr t:`re said Cammon~realth and T;csunty, o~=raonali.y
app~ered PATT{TCTA MULGI2Eid Icnot,;n ~a tie (or saf;isfacto:ily ~r>",v~~n)
tcl ~~:~ the persc;~ t~hosn r»me is subs^ribed to t't~E; r"or~;gcir7~ Re~./oCax~le I:Wvi.rt~~
Tres ~: ar-~~-: acicnowledgrd that ~}r~/site ~xerutc~d t; ie same for the pr.trposes th~~: Dirt
cantaineda
t,ll ; NC,SS rT>y hwrtd and nntar. ia:l. seal .
;.
~; .
(5~'1-;l.' i i~
t;ui.~
DCt'~ R. ftalay, t~trt~ ~ :b;l.
Cnril~i kto'ti`, ~nmu~l3nd Ca~u 4!
R1y Go+rutis:~loa ~sglrrx Atcc~._._.,.M---.
3~etriber, Pnnntx~lveri~ .tisy:.
L'1~?-~:y- U'y l:i: •`~L1 rriUl'J-l"J~al ~EsPlt~
':~;
;,
r l r!aiL~~~ i -i rh ru~~ r i u~ r r -lc~~
~~
~_~
iCl-IrDUI.'C 0~- PRGIatR'rY
Referred to ~.n tF;P annexed DEad oi~ Trust dat;eU Octc~her. `L 7_, 7..988
t.,, i:'
'ly~~~, i'rr.•m Y!~TRIC:IA MIILGREW to I"acmers Trust L;ompany, Trustee::.
33,x71.53
', ;
I`