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HomeMy WebLinkAbout07-01-09' 1505607121 REV-1500 EX (06-05, PA Department of Revenue Bureau of Individual Taxes County Code Year File Number Po Box 280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 8 1 0 4 7 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 0 0 6 2 0 0 8 1 0 2 0 1 9 2 7 Decedent's Last Name Suffix Decedent's First Name MI T A Y L O R I I M H A R V E Y (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI T A Y L O R S U Z A N N E H Spouse's Social Security Number 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) 0 6. Decedent Died Testate QX 7. Decedent Maintained a Living Trust 1 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 TO: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 ~7 4 i~4 3„ 5, Firm Name (If Applicable) ~~~~~~-- ~- -- ' ' REGIST ~E 'S U~ LY S T O N E L A F A V E R S H E K L E T S K -- ,,..~ ... ~ -T~ _._ . , __ .., First line of address =- ~ ~"`~ 4 1 4 B R I D G E S T R E E T f~-~ ~- =~ r, .. ! ~ Second line of address ;.~ .~ .~- , City or Post Office N E W C U M B E R L A N D State ZIP Code DATE FILED P A 1 7 0 7 0 Correspondent's a-mail address: D S T O N E a~ S T O N E L A W• N E T ___ n er pena ties o perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declarati of pre arer other than the personal representative is based on all information of which preparer has any knowledge. SI T OF P IBL FILING RETURN DAT ~ -Z 3 DRI E MECHANICSBURG PA 17055 S NATURE RE OTh{~E THAN REPRESENTATIVE DATE 414 BRIDU`E STREL~T~ NEW CUMBERLAND PA 17070 PLEASE USE ORIGINAL FORM ONLY Side 1 15056071,2], 1505607121 J J 1,505607221, REV-1500 EX Decedent's Social Security Number Decedent's Name: M HARVEY TAYLOR II RECAPITULATION 1. Real estate (Schedule A) ........................................ 1 • ' 2. Stocks and Bonds (Schedule B) .................................. 2. 7 6 6 L 8 4. 9 2 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages 8 Notes Receivable (Schedule D) ........................ 4. • 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 9 4 6 8 L . 1 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6• • 7. Inter-Vivos Transfers 8~ Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. • 8. Total Gross Assets (total Lines 1-7) ........................... 8. 8 6 0 8 6 6. 0 8 9. Funeral Expenses & Administrative Costs (Schedule H) ................ 9. 3 3 1 2 8 . 2 4 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. Ir 8 7 8 • 0 0 11. Total Deductions (total Lines 9 & 10) ........................... 11. 3 5 0 0 6 . 2 4 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12. 8 2 5 8 5 9 . 8 4 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 8 0 7 2 7 4 8 4 an election to tax has not been made (Schedule J) .................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................. 14. 1 8 5 8 5 . 0 0 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 1 8 5 8 5 0 0 15. 16. Amount of Line 14 taxable at lineal rate X• 0 0. 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 D D 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 D 0 18 19. Tax Due ........... ........................... .... .... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUES OF AN OVERPAYMENT Side 2 0. 0 0 0. 0 0 0. 0 0 0. 0 0 0. D 0 L 1505607221 1505607221 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 08 1047 DECEDENT'S NAME M HARVEY TAYLOR II STREETADDRESS 200 OTTERBEIN DRIVE CITY MECHANICSBURG STATE 'ZIP PA 17055- Tax Payments and Credits: ~ • Tax Due (Page 2 Line 19) (1) 0.00 2, Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 0.00 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 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 : ...................................................................... ^ Q b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ Q 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ^ ^X 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-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)J. 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-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER M HARVEY TAYLOR II 21 08 1047 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1000 shares Edward Jones-Rite Aid Corp stock @ $.860 each 860.00 2 2000 shares Edward Jones-Allied Capital Corp New stock @ $6.760 each 13,520.00 3 2000 shares Edward Jones-Duke Energy Corp stock @ $17.000 each 34,000.00 4 908.264 shares Edward Jones-E I Du Pont De Nemours & o stock @ $37.110 each 33,701.14 5 1000 shares Edward Jones-Fording Canadian Coal stock @ $76.100 each 76,095.00 6 2000 shares Edward Jones-Harvest Energy Trust stock @ $11.680 each 23,360.00 7 1009.463 shares Edward Jones-JP Morgan Chase & Co stock @ $43.430 each 43,835.93 8 668 shares Edward Jones-Novell Inc stock @ $4.830 each 3,226.44 9 3376.324 shares Edward Jones-Nuveen Premier Municipal stock @ $9.820 each 33,155.51 10 8756.7765 shares Edward Jones-Oppenheimer Multi State Mutual Fd @ $9.800 each 85,816.41 11 Edward Jones-Oppenheimer Multi State Mutual Fd - A 197.32 12 1000 shares Edward Jones-Oracle Corp stock @ $18.280 each 18,275.00 13 515 shares Edward Jones-Penn West Energy Trust stock @ $18.110 each 9,326.65 14 500 shares Edward Jones-Phil PA Gas Works Rev Bond @ $106.240 each 53,119.50 15 2000 shares Edward Jones-PPL Corporation stock @ $34.410 each 68,820.00 16 7000 shares Edward Jones-Provident Energy Trust stock @ $6.900 each 48,265.00 TOTAL (Also enter on line 2, Recapitulation) $ 766,184.92 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent M HARVEY TAYLOR II 21 08 1047 Decedent's Name Page 1 File Number Schedule B -Stocks & Bonds ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 3000 shares Edward Jones-Safeguard Scientifics Inc stock @ $1.040 each 3,105.00 18 3000 shares Edward Jones-Southern Cooper Corp stock @ $13.800 each 41,400.00 19 1000 shares Edward Jones-Spectra Energy Corp stock @ $20.980 each 20,975.00 20 Edward Jones-stock dividends to receive 567.94 from Harvest Energy Trust ($236.64) and Provident Energy Trust ($331.30) 21 524 shares Edward Jones-UIT Nuveen Tax Free @ $71.830 each 37,638.92 22 8968 shares Edward Jones-Van Kampen High Yield Mutual Fd @ $9.280 each 83,223.04 23 100 shares General Electric stock @ $20.780 each 2,078.00 24 3006 shares Van Kampen PA Value Mun Incom Com stock @ $10.520 each 31,623.12 SUBTOTAL SCHEDULE B 220,611.02 GRAND TOTAL SCHEDULE B $ 766,184.92 REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, 8c MASC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER M HARVEY TAYLOR II _ 21 08 1047 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ 2002 Mercury Mountaineer at Kelley Blue book value 7,235.00 2 2002 Mercury Sable at Kelley Blue book value 2,850.00 3 Edward Jones-Money Market Acct 76,096.16 4 Household goods and personal effects 8,500.00 TOTAL (Also enter on line 5, Recapitulation) I $ 94,681.16 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER M HARVEY TAYLOR II 21 08 1047 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~. Myers Funeral Home-funeral expenses 10,340.00 2. Rolling Green Cemetery-services rendered 3,070.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Maris Harvey Taylor, I Street Address 345 East Meadow Drive city Mechanicsburg state PA Z;p 17055 Year(s) Commission Paid: 2009/2010 2, Attorney Fees David H. Stone, Esqure 3. Family Exemption: (If decedents address is not the same as claimant's, attach explanation) Claimant Suzanne C Taylor street Address 345 Otterbein Drive city Mechanicsburg state PA Z;p 17055 Relationship of Claimant to Decedent Surviving spouse 4• Probate Fees Cumberland Co Register of Wills plus 2 short cert 5. I Accountants Fees 6. ~ Tax Return Preparer's Fees z. Cumberland Law Journal-advertising grant of letters 2. The Patriot News Co-advertising grant of letters 3. Register of Wills-filing Inheritance tax return and Inventory 4. Reserve for closing expenses 7,500.00 7,500.00 3,500.00 772.00 75.00 141.24 30.00 200.00 TOTAL (Also enter on line 9, Recapitulation) I $ 33,128.24 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ~ ESTATE OF FILE NUMBER M HARVEY TAYLOR II 21 08 1047 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 ~. ~ Holy Spirit Hospital-services rendered 1, 878.00 TOTAL (Also enter on line 10, Recapitulation) I $ 1, 878.00 (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 M HARVEY TAYLOR II 21 08 1047 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 distributions, and transfers under Sec. 9116 (a) (1.2)] 1. Suzanne H. Taylor Household goods $8500.00 Spousal 18,585.00 345 Otterbein Drive 2 vehicles $10085.00 Mechanicsburg, PA 17055 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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 1. M Harvey Taylor II Trust U/W 807,274.84 $842,281.08 less exp from Sch H & I $35,006.24 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 807 274.84 (If more space is needed, insert additional sheets of the same size) LAST WILL AND TESTAMENT OF ' M. HARVEY TAYLOR, II I, M. HARVEY TAYLOR, II, of the Borough of Mechanicsburg, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon, to my wife, SUZANNE C. TAYLOR, if she survives me by thirty (30) days. ITEM II: Should my wife, SUZANNE C. TAYLOR, fail to survive me, I make the following specific devises': A. My real estate known as 24 West Maplewood Avenue, Mechanicsburg, Cumberland County, Pennsylvania, to my son, STEWART TAYLOR. B. My real estate known as 118 Club Course Drive, Sea Pines Plantation, Hilton Head Island, South Carolina, to my son, MARIS H. TAYLOR, III. ITEM III: I devise and bequeath the residue of my estate, of every nature and wherever situate, including any property over which I shall have any power of appointment, to the then acting Trustee under that certain trust created by me on December 3, 1996, in which I am Page 1 of 7 the Settlor and my son, MARIS H. TAYLOR, III, is the Trustee, to have and to hold, IN TRUST, for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other trust which may hereafter be substituted therefor. ITEM IV: I appoint my Executor and his successors guardian of any property which passes either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in their discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this will, together with any interest or penalty imposed in connection with such tax, shall be Page 2 of 7 considered a part of the expense of the administration of my estate and shall be paid from my residuary estate without apportionment or right of reimbursement, provided that any taxes on the trust created by me on December 3, 1996, may be paid from the assets of that trust as provided therein. ITEM VI: My Executor, Trustee and Guardian shall have the following powers in addition to those vested in them by law, and by other provisions of my will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, including stock of a corporate fiduciary or of its parent holding company, without regard to any principle of diversification. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds whether operated by my corporate fiduciary or others, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, and without regard to any principle of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to Page 3 of 7 give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income, or partly to each, as they, from time to time, think proper in their sole discretion. E. To borrow from, or to sell to, my Trustee even though a Trustee may be my Executor. F. To compromise any claim or controversy. G. To join with my wife, SUZANNE C. TAYLOR, or her personal representative, in filing a joint income tax return without requiring her to indemnify my estate against liability for the tax attributable to her income and to consent to any gift made by my wife during my lifetime being treated as having been made one-half by me for purposes of the federal gift tax law. ITEM VII: I appoint my son, MARIS H. TAYLOR, III, Executor of this my last will. If he fails to qualify or ceases to act for any reason, I appoint FINANCIAL TRUST COMPANY, of Carlisle, Pennsylvania, Executor in his place. ITEM VIII: I direct that my Executor, Guardian, Trustee and their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. Page 4 of 7 ITEM IX: No provision is made in this will, or in the trust to which it pours the residuary estate, for my son, STEWART TAYLOR, since he has already been well provided for and for other reasons well known to him and to the other members of the family. IN WITNESS WHEREOF, I, M. HARVEY TAYLOR, II, have hereunto set my hand and seal this ~ day of ~,e~'~~ 1999. M. HARVEY TA LOR, II SIGNED, SEALED, PUBLISHED and DECLARED by M. HARVEY TAYLOR, II, the Testator above named, as and for his.Last Will and Testament, and in the presence of us, who at his request, in his presence and in the res ce of each other, have subscribed our names as witnesses. C~ Witness Address Witness Address Page 5 of 7 COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) I, M. HARVEY TAYLOR, II, the Testator 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ~~~- ~~~~z~ Q~ M. HARVEY AYL II Sworn to or affirmed to and acknowledged before me by M. HARVEY TAYLOR, II, the Testator, this aZ~ day of _ Oc~~„ 1999. Notary Pub is NOTARIAL SEAL CONSTANCE L. KARtI, No~y Public (Vew Cumberland, PA Curnberiand Go. My Commission Expires April 13,2003 Page 6 of 7 ~.... . COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) We , V~ ~ ~~I an ' , the witnesses whose names are signed to the attached or foregoin g instrument, being duly qualified according to law, depose and sa th y at we were present and-saw Testator sign and execute the instrument as his last will; that Testator signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; that to the best of our knowledge, the Testator was at that time eighteen or more years of age constraint or undue influence. Sworn to or affirmed to and acknowledged before me by ~ and v - , of sound mind and under no ..-- - Wit Witness witnesses, this -- ~-~' day of __ C'~ ~ 1999. NOTARIAL SEAL ~- CONSTANCE L. KARLI, Notary Public - New Cumberland, PA Cumberland Co. Notary Publ i c My Commission Expires April 13, 2003 Page 7 of 7 ep\tre\taylor.mh2\8-96 REVOCABLE TRUST AGREEMENT 0 IBIS AGREEMENT OF TRUST, executed in duplicate this ~~~ day of ` ~„ , 1996, by and between M. HARVEY TAYLOR, II, of the Borough of Mechanicsburg, County of Cumberland, and Commonwealth of Pennsylvania, (hereinafter called the "Settlor") and Settlor's son, Maria H. Taylor, III, (hereinafter, unless otherwise indicated, called the "Trustee"). W I T N E S S E T H: WHEREAS, Settlor has designated the Trustee as beneficiaries under the life insurance policies described in Schedule A annexed hereto, NOW, THEREFORE, Settlor hereby establishes with Trustee a trust consisting of the property described in the aforesaid Schedule A, together with all other property, real or personal, that may be added to the trust (such property, additions and proceeds being hereinafter called principal) to be held by the Trustee, IN TRUST, for the following uses and purposes: FIRST: If Settlor's wife, SUZANNE C. TAYLOR, survives him, (and Settlor directs that for the purpose of this Item she shall be deemed to have survived him unless it appears unmistakably that she prede- ceased him) and if the federal estate tax due because of his death Page 1 of 11 will be reduced by making this gift for her benefit, Settlor devises and bequeaths to the Trustee hereinafter named, IN TRUST, the least amount (based upon values as finally determined for federal estate tax purposes) as would, if the election referred to in paragraph H of this Item were actually made, be needed for the federal estate tax unlimit- ed marital deduction to reduce the federal estate tax to the lowest possible figure after full use of all other deductions and credits allowable in calculating the federal estate tax, except that such amount shall be calculated without regard to the augmenting of Settlor's taxable estate by reason of generation-skipping transfers and without regard for any credit for state death taxes that would not otherwise be payable. Accordingly, Settlor directs that: A. If the marital deduction or any similar benefit is allowable with respect to any property, including property held by entireties, which Settlor's wife, SUZANNE C. TAYLOR, has received prior to Settlor's death or at his death will receive otherwise than pursuant to this Item Second, the value of such property shall be taken into consideration in calculating the size of the gift under this Item First. B. No property ineligible for the marital deduction or any similar benefit shall be distributed to this gift for Settlor's wife, SUZANNE C. TAYLOR, pursuant to this Item First. Page 2 of 11 C. Either cash or investments or both may be allocated to the gift under this Item First. D. Any property allocated under this Item First in kind shall be valued at the value at which it is finally included in Settlor's gross estate for federal estate tax purposes, provided that the aggregate market value thereof on the date of allocation (plus the value as finally determined for federal estate tax purposes of all other property qualifying for the marital deduction) is at least equal to the dollar value of the marital deduction as finally determined for federal estate tax purposes. E. Settlor's wife, SUZANNE C. TAYLOR, shall be paid the entire income from the principal in such periodic installments as the Trustees shall find convenient, but at least as often as quarter- annually. F. As much of the principal of this trust as the corporate trustee may from time to time think advisable for the support of Settlor's wife, SUZANNE C. TAYLOR, or during illness or emergency shall be either paid to her or else applied directly for her benefit by the corporate trustee. G. Upon the death of Settlor's wife, SUZANNE C. TAYLOR, the Trustees shall first deduct and pay to the personal representative of Settlor's wife's estate an amount equal to the increase in federal Page 3 of 11 estate tax or state death taxes which her estate will have to pay because of the inclusion of the assets under this Item in her gross estate (unless she directs otherwise in her will) and all then remaining principal shall be distributed to Settlor's son, MARIS H. TAYLOR, III, or his issue, per stirpes. B. This Item is intended to empower Settlor's executor to qualify this gift or as much thereof as he deems advantageous for the qualified terminable interest property provision set forth in the Internal Revenue Code, as amended, and Settlor's executor is hereby authorized to make the election to qualify or not to qualify. As such Settlor directs that (1) if any provision of Settlor's will or trust shall result in depriving this Item of the benefits of IRC ~ 2056(c)(7), if elected, such provision is hereby revoked and Settlor's will and trust will be read as if any portion thereof which would result in such disqualification is null and void; (2) Settlor's executor is hereby excused from liability to any person for the decision to elect to have this Item qualify for the marital deduction or for the decision to elect not to so qualify it; and (3) no reim- bursement or other adjustment shall be made as among beneficiaries by reason of the consequences of such election or failure to elect. SECOND: Trustee shall hold all of the principal not subject to Item First hereof as a separate trust under this Item Second for the following uses and purposes: Page 4 of 11 A. To pay the net income therefrom to Settlor's wife, SUZANNE C. TAYLOR, for and during her lifetime in such periodic installments as Trustee shall find convenient, but at least as often as quarter-annually. B. As much of the principal of this trust as Trustee, in their sole discretion, may from time to time think advisable for the support of Settlor's wife to maintain her in the station of life to which she is accustomed at Settlor's death, shall be either paid to her or else applied directly for her benefit by Trustee after taking into account her other readily available assets and sources of income. C. Trustee may apply the net income of this trust for the support of Settlor's wife, SUZANNE C. TAYLOR, should she by reason of age, illness or any other cause, in the opinion of Trustee, be incapable of disbursing it. D. In addition to the above provisions, Settlor's wife shall have the power to direct Trustee to pay to her or to apply out of principal in each year, including the year of Settlor's death, an amount not in excess of the greater of Five Thousand ($5,000.00) Dollars or five (5$) percent of the then aggregate value of the trust principal. This power is non-cumulative and can be exercised only by an instrument in writing signed by Settlor's wife, and delivered to Trustee. E. Upon the death of the Settlor's wife, SUZANNE C. TAYLOR, or upon the Settlor's death if his wife predeceases him, the Trustee Page 5 of 11 shall distribute the balance of principal and undistributed income to Settlor's son, MARIS H. TAYLOR, III, or his issue, per stirpes. F. Should any person entitled to distribution from the trust be, in the opinion of the Trustee, incapable of disbursing it because of age, illness or other cause, and should it be impossible or inadvisable, in the opinion of the Trustee, for such share to be awarded to such person or distributed to another for such person's benefit, the share of such person shall be held, IN FURTHER TRUST, and Trustee shall accumulate the income and shall apply from time to time such portions of income, accumulated income, and principal as they deem proper for that person's support and education (including education in college, trade school or graduate school) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes without further responsibility to the beneficiary or to the beneficiary's parent, or to any person taking care of the beneficiary. Any principal or income not so applied shall be distributed to the beneficiary when he or she becomes of age or competent, or to the personal representative of the beneficiary's estate in case of death during minority or before become competent. THIRD: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. FOURTH: The Trustee shall have the power, but not the duty, to make such expenditures out of the principal of this trust, as the Trustee, in their discretion, may consider desirable in order to Page 6 of 11 facilitate the settlement of the Settlor's estate and also in the event Settlor's wife survives him in order to facilitate the settle- ment of her estate, provided that in no event in settlement of Settlor's estate shall any payment be made out of the assets allocable to the gift in Item First. In exercising such power, the Trustee may pay, in whole or in part, any or all of the following items: the expenses of Settlor's last illness and burial, including cost of any gravemarker; his or her debts; his or her income taxes; the death taxes on any or all property in his or her gross estate for tax purposes; and all other items in connection with the settlement of his or her estate. Any such items may be paid directly by the Trustee or the funds for their payment may be transferred by the Trustee to Settlor's or Settlor's wife's executor or administrator; and neither such executor nor administrator, nor any beneficiary of Settlor's or Settlor's wife's estate shall be required to reimburse the surviving Trustee for any funds so paid or transferred. FIFTH: The Trustee shall have the following powers in addition to those vested in them by law and by other provisions set forth herein, applicable to all property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property. A. To retain any or all of the assets of this trust, real or personal, including stock of the Corporate Trustee or its parent holding company without regard to any principle of diversification. Page 7 of 11 B. To invest in all forms of property, including stock, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification. C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales, exchanges or leases, for such price and upon such terms and conditions as they deems proper. D. To allocate receipts and expenses to principal on income or partly to each as the Trustee from time to time thinks proper in their sole discretion, but in no event shall the income of the marital deduction trust be reduced by exercise of this power. E. To compromise any claim or controversy. F. To distribute in cash or kind or partly each. SIXTH: Trustee shall have no duty to pay any premiums on the life insurance policies subject hereto and the companies issuing such policies shall have no responsibility to see to the fulfillment of this trust or the application of the proceeds of such policies and Trustee shall have no duty to bring suit upon any of the life insur- ance policies subject hereto unless they hold funds hereunder out of which they may be indemnified against all costs, legal fees and other expenses of suit. SEVENTH: Settlor reserves to himself the following rights (each of which may be exercised by Settlor alone whenever and as often as Settlor may wish): Page S of 11 A. All rights now or hereafter vested in Settlor as the owner and the insured under the life insurance policies subject hereto, including, but not limited to, the rights to change beneficia- ries, to borrow on policies either from the issuing companies or from other institutions or other persons, to assign and pledge policies for any loan, and to receive dividends and all other payments available to the owner and the insured; and B. The right by an instrument in writing, intended to take effect during Settlor's lifetime, signed by Settlor and delivered to the Trustee, to revoke or amend this agreement in whole or in part, provided that the duties, powers and liabilities of the Trustee shall not be substantially changed without their written consent. EIGHTH: Subject to the approval of Trustee, anyone may add property, real or personal, to the principal of this trust by deed, will or otherwise. NINTH: The situs of the trust herein created, for administrative and accounting purposes, shall be in the County of Cumberland and Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of the Commonwealth of Pennsylvania. TE_ NTH The Trustee, Maris H. Taylor, III, shall have the power to designate a corporate co-Trustee, or to renounce in favor of a sole corporate Trustee. If the Trustee, Maris H. Taylor, III, ceases to Page 9 of 11 act or fails to qualify as Trustee for any reason, and has not designated a corporate co-Trustee or sole corporate Trustee, then FINANCIAL TRUST COMPANY, of Carlisle, Pennsylvania shall be appointed Trustee, provided that, in this case, and in this case only, Financial Trust Company can be removed as Trustee and another corporate Trustee appointed if such appointment is unanimously agreed upon by all of the persons then having a beneficial interest in this Trust who are sui juris. IN WITNESS WHEREOF, Settlor and Trustee have hereunto set their hands and seals the day and year first above written. ~~., Witness Witness - ~ /~~~ SEAL M. HARVEY T LOR, II, Settlor ~~ IS H. TAYLOR, III, Trustee Page 10 of 11 COMMONWEALTH OF PENNSYLVANIA) ) ss. COUNTY OF CUMBERLAND ) On this the ~ day of C~¢ , 1996, before me, the undesigned officer, a Notary Public, personally appeared M. HARVEY TAYLOR, II, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) ~~ ~~-~ No u lic P~aTARIAL. SEAL CONSTANCE L. i ~~iRLI, notary Public New Cumberland, PA Cumberland Co. My Commission Expires Aprii 13,1999 On this the ~ day of , 1996, before me, the undesigned officer, a Notary Public, personally appeared MARIS H. TAYLOR, III, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. ~ ~~ ~~~~., ~~'~`t Notary Public hC)TARlAI~ SEAL Page 11 of 11 CONST;~~~;~ L. ;{;~,~~!, !,!,t~;; y. put!1c 1~81rY~,tt.~~;,;i;~, ~: ~~ ~Gr::~~t!drt(~ CAA, My C%~rnissi;~;r ~,~;;~ s A;~ril 13,1999 J REV-485 EX (1-07) SAFE DEPOSIT BOX INVENTORY PA Department of Revenue 4850004],046 PLEASE USE ORIGINAL FORM ONLY Soaal Security or Death Certificate Number Date of Death Coun Code Year File Number y ' a ~~ .., ~ .. . f ~., ~ 1 ~.. Decedent's Last Name Suffix First Name ,.. .,., .. .. ,~ ,,r ~,, _ .. ___ , r ;,''..., .mot ~Ff.3.. '°Y~l1 'NWe$n•-'aifk~ ~" ry ... ,. ,~ ~ ~._ _.~ ~4 .:.o-~.~ _-...~~ ~ ~,_ ..: r rte., - ~, x, .~~_ ... ~ . - © ADDRESS OF DECEDENT STREET: CITY: STATE: ZIP CODE: 200 Otterbein Drive Mechanicsbur PA 17055 NAME AND ADDRESS OF PERSON RE~IUESTING THE OPENING OF THE SAFE DEPOSIT BOX NAME: David H Stoney Es-ciure_._________ STREET ADDRESS: CITY: STATE: ZIP CODE. 41.4 Bridge Street uo~, ~„~,~,,.~., ,~a „„ ~ .,„.,,. NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. NAME: Maris Harvey Taylor, III RELATIONSHIP: S o n ' STREET ADDRESS: 345 East Meadow Drive --_-_ ____ ___.-- --.____._--___----------_--------------- _____ __ _ _ __ _ _ CITY: _ STATE: ---_~Mechanicsburg_ PA ZIP CODE 1 705 5 , b. NAME: _ RELATIONSHIP: _ _- ---- STREET ADDRESS: CITY: _ - - STATE - ZIP CODE: c. NAME: RELATIONSHIP: STREET ADDRESS: CITY: -STATE: ZIP CODE: ~ NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME. PNC Bank STREET ADDRESS: CITY: STATE: ZIP CODE: 1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY ' 2/24/2005 I DATE OF CONTRACT TO RENT BOX • NUMBER OF BOX 1 TITLE UNDER WHICH BOX IS REGISTERED ' 5 27 1999 or Ma#~is NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX ~ ~ Vey a. NAME: b. NAME: ~_< a~1or, I ` -----Mari ~iarY-e~--_Taylor,.--_LI-L ------------ _ _ - -.-liaris_~Iar_Ye~---Taylr~r_,.__LS_ STREET ADDRESS: STREET ADDRESS: ------- ~ 2 0 0 4~ t-er-be~~--D~r--i~,o --- ------- -- ---~4-~-_Ea-s-b-Mea~w---D~-~~ ~-------- C1TMMechanicsburg ~/~TE. 1 ~~'SC~DE: T C1n'' Mechanicsburg 1~~TE. __ 1 7~jP5~DE: NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY WAS A WILL IN THE BOX? ^ YES [~ NO H yes, a. Date of will: ` b. Name and address of personal representative, if named in the will ---- ---~- ~ - - -- ~ -_ - -- - - - ------------ i j NAME: f 1 i ? I - --- ___ --- - ___ ---- _- __-- __---- -- --- ---- -_ ___ -- ----- __ STREET ADDRESS: CITY: STATE. ZiP CODE: ~ c. Name and address of attorney, if any ~ NAME: i REET ADDRESS: CITY: STATE. ZIP CODE: L 48500041046 48500041046 SIT BOX INVENTORY Page of REV-485 EX SAFE DEPO 1 CERTIFY UNDER PENAL OF P RJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COPY OF CORRE T O H BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY: SIGNAT SIGNATURE - - ~ PRINT NAME AND CHECK APPROPRIATE BOX BELOW: PRINT NAM ~ a ~,a~ ~T , V ~ _ l j J ~~`~ APPROPRIATE BOX: PRINT TITLE DATE CHECK ^ Executor{trix) ^ Administrator(trix) 2 ~ ~~ v ~ ^ Estate Representative ^ Joint owner of safe deposit box ~ ~..7, ~- NOTE: Attach additional 8'IZ" x 11" sheet(s) if necessary or use duplicates of this page of form. The Department is authorized by law, 42 U.S.C. §405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements with Federal and local taxing authorities. The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes. W C1 OD I~ ~ N. n ~ ~-a b~ Wb ~m ~x ~~ m ~• ai W ~O 01 ~ < ~ ~ N- C~ 7C ~- a b~ a ~d ~ co a ~x ~ ~- aw m ~ ~ H H ~ ~ 0 0 0 0 N p -' N _ J ~ ~, n F~- a c '•C a K 0 tj H H N 0 ~o ~O N a f~D a F-~ n aE c~ ~- '(~ M'~ fD tD S1, ~ h-h w mz p O O O ; ~ O ~m ~~ n m 70 m w n ~ H ,hC,' as c~ c~ b cn m ~ ~~ ~ ~m ~ rt~ ~. ; rt '" ,-r H n~ ~c H m ~ro ~ ~~ yo ~ k U1 ~ OD ~ ~o ~ ~ v z c > m ~o D c m 3 f'i ~- x n m k a O K H H ~ii ~~ ~~ o~ z m r°n O m n D m~ ~ D` ~~~~ f~0=~ , x D~~O m v~~m N ~ ~ Z mN z .~ c .~ m D Z~ A W A z '~ v h _n m ~ ~ ~ c m m ~, 3 c ~ v ~ ~ z ~ N w o z .~ ~ z c ~ ~~ z ~ o to ~ ~ ~ ~ x o O W z rn ~ ~ x i ~ ~ N < '~' y m i ~ ~ o~ ~ o w H J m _x J b r. 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Q ~C-„ /V; c~ c~ ~ c c~ o~ a~ ~o c ~~ C m ~_~ ~ m ~~ W ~rn g~ ~+ ~ Ma Q General Electric Co (GE) -Stock chart, Index chart -MSN Money money Quota, Chary News ___ _ _ ~1211>~ _. Comoanv R0~11 Page 1 of 2 Historical Real-Time Intraday Recen~News _ ~V L.3 _ ............ . Research _ F~f Filings _ pal . t} / Q Q t f •~ l _ ^~ _ a - L g ___ _ ], ~., ~(, ~(~~ ,~i W ~ a. Av~;~~ ~~ __ StockScoyter Eaming~E~im~e~ ~ Analyst Rdtinas ~ Rnanciai Results Insider Trading Qwn i Message Board _: Guided Research Research Wizard Find Stocks t~k Screengr Stack P4~v r rches T~p••Rated Stocks _ _- Related Unks Q~ Wa~h~t Ex~grLP~k~ E-m~~ A~er~ IPQ Center r'1~4s~9ti.~?!~ ~Dital In Analvsi~ ~-T~ .~. .4~ t~. SCD~t"c3[~L' ~ ~ 1 _ '_ Y .. ................................................: ~+ Add To Watchlist '~ Add to MSN List ~ Print report Draw chart for: C;F. GO Download the MSN Money Investment Toolbox advertisement `+0.15 +1.24% ' Open: 12.13 High: 12.27 Low: 11.98 learn how to use Previous Close: 11.97 Volume: 63,349,182 ~ g(picj~ Eastern Time Ch.31'tg General Electric Co pate Nigh Law Open Close Volume 10/8!2008 21.9900 19.9000 20.0200 20.6500 138,799,500 .10/7!2008 22.6500 20.1900 22.2800 20.3000 158,046,800 ~~ 10/6/2008 7,L8700 19.6900 20.5400 21.3800 184,613,100 10/3/2008 23.0000 21.4900 22.7000 21.5700 214,912,700 10/2/2008 22.8900 22.0100 22.8300 22.1500 519,847,700 10/1/2008 25.7500 21.6500 24.0000 24.5000 182,062,000 9/30/2008 26.0500 23.8700 23.8700 25.5000 75,986,200 9/29/2008 25.6400 23.1000 25.1200 23.1000 76,669,700 Data providers Copyrght ©2009 Thomson Reuters. Click for Restrictions. Quotes supplied by Interactive Data. Stock price data provided try Nomura Research Institute, Ltd. Quotes delayed 20 minutes. Page gene-ated 6/19/2009 11:55 AM Eastem Time http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &D... 6/19/2009 Data Printed: 05-JI~'t-20Q9 Financial Advisor: Peter Arnold Phons: 717-731-1 X72 Page i of ~ Hip#or~c~l Pricing Symbol Descriptloni`t~/pe • VPV VAN KAMP~N igA VALUE MUN INCOME COM ClOSin~ (unadjusted) EdwardJones Dats Va1t,Nr 08-Oct-2~6 10.6200 USD / X X00 L- ..¢ ~3~~ ba3. ~,7 Thin report k proMdad by Edward Jones. Tha report w~ oalcuiatad using thMd party inbrmalbn. Th1s report is not Intand+d b roplaoo offiael documents such as oonnrmatlorts encYor aococmt etataments that should be ratai~ed for ~x purposes. Peet perfa-rm^nc. ~ no guarantee of tuteire nwtte. Ord Jorws does not pr+c~vide t~uc a legal advtcs.lRw should consult yqu< tax and/or lec~t advleor for your pattlcular situation. Ths hletoricel cost bash inlorm~ttlon tumiehed herein ('1n#rmation•~ is for use by cus6omar ('Y~7 only end is based on the purcfiass and sale information prodded. Wh~s~ 6dwarcl June: 4Nlews that the i~formatlon wgs obtained tram reNabk sourcaR, Edwarol Jonas does not guarantee the ~cut~r or comphNne~ee of the InfOtmetion and b fumkhiinq the h~formatlon to Ybu on an "as-Is' 461,9ts. EEyWAAD JONES MAKES NO WARRANTY GF ANY 191, I~JCPRE~S OA 1MPUEQ~ WITH RESPECTTQ THE MEACHIINTABII.ITY, FITNE33, C4NDrrION, UsE oR APf'sROPR1ATENE3S OF THE INFORMATION. Ord Jones ie ~ the IM~ormetion an the baste that the Irdormatbn wip be used by1~u torl~bur awn use and benefit and riot br resale or other transfer to. or use dY or for the bsrtieflt ot, sny other persot- or entity. 2002 Mercury Mountaineer -Private Party Pricing Report -Kelley Blue Book Page 1 of 2 1C~~~ 8~u~ Bit THE TRtt5TE0 RESOURCE ,~ ~,..,,w_..,.,t,.~,,,..~,,.._.~,,,,..,,,~,,,.w,,.i~.>i~l Send to Printer . ~~ ~ ~~ .". b ...;gip.,.. k `y l Condition Value Excellent $7,735 ~ Good $7,235 (Selected) Fair $fi,66CJ Vehicle Highlights Mileage: 30,000 Engine: V8 4.6 Liter Transmission: Automatic Drivetrain: AWD Selected Equipment Standard Air Conditioning Cruise Control ABS (4-Wheel) Power Steering AM/FM Stereo Third Seat Power Windows Cassette Roof Rack Power Door Locks Single Compact Disc Privacy Glass Tilt Wheel Dual Front Air Bags Alloy Wheels Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Excellent $7,735 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. GOOd (Selected} +.~~. $7,235 Close Window http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=2002&Mileage=3 0000&... 6/ 19/2009 . 2002 Mercury Mountaineer -Private Party Pricing Report -Kelley Blue Book Page 2 of 2 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair ~ ~; ~~~ $6, 660 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poar N/~- • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or a rusted through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 6/19/2009 http://www.kbb.com/KBB/LJsedCars/PricingReport.aspx?Yearld=2002&Mileage=3 0000&... 6/ 19/2009 ,2002 Mercury Sable -Private Party Pricing Report -Kelley Blue Book Cc~1eY 81u~ a~ THE TRUSTE© RESOURCE D~~~~ 8u~ ~ tJ~r~d ~~~ C~rf.Cb~'! '~-~#~t~ut R~ 2002 Mercury Sable GS Sedan 4D Bl.l1E BaaK~~ PRIVATE PAiITY VALUE Condition Value ~~~i -...,~„~ Excettent $3,fi25 AI y:: 1. ~9~~~~ _ _ .. ~ ~~; ~.. ~~ _ Good $3,275 ~ Fair $2,850 (Selected) Vehicle Highlights Mileage: 28,000 Engine: V6 3.0 Liter Transmission: Automatic Drivetrain: FWD Selected Equi pment Standard Air Conditioning Power Door Locks AM/FM Stereo Power Steering Tilt Wheel Cassette Power Windows Cruise Control Dual Front Air Bags Blue Book Private Party Value Private Party Value is what a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than the continuing factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. Vehicle Condition Ratings Exce{lent ~~~~:.~:¢~.~ $3,625 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5°10 of all used vehicles fall into this category. Cood >._.x~_$~.:~_ $3,275 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any} Page 1 of 2 i"~i Send to Printer y . advertisement carfax.com Don't Buy a Used Car Without CARFAX' ~~ - Close Window http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=2002&Mileage=28000&... 6/19/2009 ,.2002 Mercury Sable -Private Party Pricing Report -Kelley Blue Book Page 2 of 2 blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fall' (Selected) ;:~'~'~ . $2,850 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor ~ N/A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or arusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 6/19/Z009 http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=2002&Mileage=28000&... 6/ 19/2009 ~~ ~~° ~~ `J~~- ~'o P ~~~