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07-21-09
_J 1505607120 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 1 2 7 5 PO 60X.280601 Harrisburg, PA 17128-0601 ~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 11 21 2008 04 19 1915 Decedent's Last Name Suffix Decedent's First Name MI BUSCH FRANCES S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X'~ 1 Original Return ~ , 2. Supplemental Return C 3, Remainder Return (date of death prior to 12-13-82) r 4. Limited Estate ice, 4a. Future Interest Compromise ~J 5. Federal Estate Tax Return Required ` _-~ 'J (date of death after 12-12-82) X 6. Decedent Died Testate ~ Decedent Maintained a Living Trusl 8. Total Number of Safe De ---- (Attach copy of Will) ~--: (Attach copy of Trust) posit Boxes 9. Litigation Proceeds Received ! 1 p Spousal Poverty Credit (date of death ~ 1, Election to tax under Sec. 9113 A '---- ~-~ between 1231-91 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 MICHAEL L. BANGS 717 730 7310 Firm Name (If Applicable) First line of address 429 SOUTH 18TH STREET Second line of address City or Post Office CAMP HILL Correspondent's a-mail address: State ZIP Code PA 17011 REGISTER OF WILLS USE ONLY r~ C7 , t~-_ Q _z } E ,_ 'C i= F, r- °, D -~iLFD -=`-i :° .~- _ ti ." Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of m~ knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative Is based on all information of which preparer has any knowledge. awNH I uRt V~ N 5UN N51 OR FILING RETURN DATE [.k..~ ~ ~ ~%~.~; ~. William F. Busch Jr. J~ ~ y / ~~ ~~cncj ADDRESS 204 Pennsylvania Avenue, Camp Hill, PA 17011 SI~NATURR~F PREPARER OTyiER THAN REPRESENTATIVE DATE TJ! ls'/ ~t~'~.,, t,; Michael L. Bangs ~,;,. ~ , ,:, J f . ADDRESS v `~ 429 South 18th Street, Camp Hill, PA 17011 Side 1 1505607120 1505607120 1505607220 REV-1500 EX DecedenYS Name Frances S. B U S C h -. - ___ 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. 6. ,- Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............ . 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) I~ Separate Billing Requested ............ . 7. 8. Total Gross Assets (total Lines 1-7) ...................................................................... . g_ 9. Funeral Expenses & Administrative Costs (Schedule H) ........................................ . 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............................... . 10. 11. Total Deductions (total Lines 9 & 10) .................................................................... .. 11 12 Net Value of Estate (Line 8 minus Line 11) ........................................................... .. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ................................................ . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................ . 14. 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 .00 0 0 0 15. 16. Amount of Line 14 taxable 5 1 5 3 7 0 1 7 16 , . at lineal rate x .045 . 17 Amount of Line 14 taxable at sibling rate X 12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 18. 19 Tax Due .................................................................................................................... . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 155,000.00 393,806.74 548,806.74 __ 28,120.14 5,316.43 33,436.57 515,370.17 515,370.17 0.00 23,191.66 0.00 0.00 23,191.66 Side 2 1505607220 1505607220 REV-1500 EX Page 3 File Number 21-08-1275 Decedent's Complete Address: DECEDENT'S NAME Frances S. Busch - _ STREET ADDRESS 204 Pennsylvania Avenue CITY Camp Hill -STATE ZIP - PA 17011 Tax Payments and Credits: 1 Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 23,191.66 22,000.00 1,157.89 Total Credits (A + B + C) (2) 23,157.89 3 Interest/Penalty if applicable __ ___ ___ __ p. Interest E. Penalty Total InterestlPenalty (D + E) (3) ___ _ 4 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 2 Line 20 to request arefund - - - 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 3 3.7 7 A. Enter the interest on the tax due. (5A) __ B Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 3 3.7 7 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 t e use or income of the property transferred :.................................................................................. -', _: 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? .............................................................. _ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................... '_ _ 3 Did decedent own an "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? ....................... ~~ 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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Rev1502 EX+ (6-98) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Busch, Frances S. 21-08-1275 All real property owned solely or as a tenant in common must be reported at Tair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointlyowned with right of survivorship must be disclosed on schedule F. (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF (FILE NUMBER Busch, Frances S. 21-08-1275 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Alcatel-Lucent -Liquidation of book shares of stock 67.57 2 AT&T -Liquidation of book shares of stock 1,100.83 3 M8~T Bank -Checking with Interest Account 8,368.07 4 M8tT Bank -Market Advantage account 21,957.29 5 Morgan Stanley -see attached breakdown 275,301.70 6 Vanguard 87,011.28 TOTAL (Also enter on Line 5, Recapitulation) I 393,806.74 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-'1151 EX+1~2-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Busch, Frances S. 21-08-1275 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions William F. Busch Jr. Social Security Number(s) / EIN Number of Personal Representative(s): Street Address 204 Pennsylvania Avenue city Camp Hill state PA zip 17011 Year(s) Commission paid 2. Attorney's Fees Michael L. Bangs 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant William F. Busch, Jr. Street Address 204 Pennsylvania Avenue City Camp Hill State PA zip 17011 Relationship of Claimant to Decedent SpOUSe 9,482.46 7,000.00 7,000.00 3,500.00 4. Probate Fees 528.00 5. Accountant's Fees 400.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs 209.68 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 28,120.14 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Busch, Frances S. 21-08-1275 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Myers-Harner Funeral Home, Inc. 8,873.00 2 Myers Harner Funeral Home 441.00 3 Travel Centers of America -funeral luncheon 168.46 H-A Subtotal 9,482.46 Other Administrative Costs 4 Cumberland Law Journal -estate advertising 75.00 5 The Sentinel -estate advertising 134.68 H-B~ subtotal 209.68 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (6-98) COMMONWEALTH OE PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Busch, Frances S. 21-08-1275 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 AT8~T 25.66 2 ATBT 24.64 3 Borough of Camp Hill -sewer bill 62.50 4 Comcast Cable 57.25 5 Comcast Cable 57.25 6 Comcast Cable 57.25 7 Comcast Cable 57.26 8 Department of the Treasury - 2008 federal income tax due 2,804.00 9 PA American Water -12/10/08 to 1/13/09 41.56 10 PA American Water - 11/10/08 to 10/10/08 44.03 11 PA American Water - 10/10/08 to 11/10/08 44.03 12 PA American Water - 1/13/09 to 2/10/09 35.91 13 PA American Water - 2/10/09 to 3/11/09 35.91 14 PA Department of Revenue - 2008 income tax due 630.00 15 Penn Waste -trash 1/1/09 to 3/31/09 48.75 16 Penn Waste - 4/1/09 to 6/30/09 48.75 17 PP8~L Electric - 12/12/08 to 1/15/09 42.42 Total of Continuation Schedule See attached page TOTAL (Also enter on Line 10, Recapitulation) 5 316.43 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) Rev-1512 EX+ (6-95) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS continued ESTATE OF FILE NUMBER Busch, Frances S. 21-08-1275 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 18 PP&L Electric - 11/12/08 to 12/12/08 36.39 19 PP&L Electric - 1/15/09 to 2/12/09 32.85 20 PP&L Electric - 2/12/09 to 3/16/09 30.27 21 R. Wm. Wire Associates -preparation of 2008 income tax returns for decedent 490.00 22 The Patriot-News Co. -newspaper delivery 91.00 23 UGI - 11/24/08 to 12/29/08 98.00 24 UGI - 10/27/08 to 11/24/08 142.00 25 UGI - 12/29/08 to 1/29/09 98.00 26 UGI - 1/29/09 to 3/2/09 98.00 27 Verizon 64.77 28 Verizon 17.98 TOTAL (Also enter on Line 10, Recapitulation) ~ 5,316.43 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1513 EX+ (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF Busch, Frances S. FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE Do Not List Trustees (Words) ($$$) 1. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] William F. Busch Jr. Son 204 Pennsylvania Avenue Camp Hill, PA 17011 Elizabeth S. Duda Daughter 2911 Normandy Circle Naperville, IL 60564 Edward J. Endres Grandson 410 E. Harvard Road Unit S Burbank, CA 91501 Loraine K. Endres Granddaughter 2690 W. Lake Avenue Glenview, IL 60026 Mary J. Pardue Daughter 327 3rd Street Drive W8 Palmetto, FL 34221 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0 00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Mark Heckman Real Estate Appraisers 1309 Bridge Street, New Cumberland, PA 17070 ~-- - File No. 204 Penns Ivania i APPRAISAL OF .~-- ~~. - _. 4 \ i ~ ~~ F ~ ~ ~ ~. ~;:., I -- - i ",~ - '' - `"`-rt1 - --- i Single Family Residential Property ~ LOCATED AT: ~, 204 Pennsylvania Avenue Camp Hill, PA 17011 i FOR: i Busch, William F. 204 Pennsylvania Avenue Camp Hill, PA 17011 BORROWER: NA I AS OF: I November 2l, 2008 BY: it Mark W. Heckman, Cert.General Appraiser Commonwealth of Pennsylvania Certification No. GAOOO666L `--- PH (7171 774-7209 --- -- - -- FAX /7~7~ ~~d_n~a~ cn.wn ---- -......_...,.,,.,,,o„aNN~awc~aLwrncascnet Mark Heckman Real Estate Appraisers ProoerlvDeserietten UNIFORM RFSII'fFNTlet eDOOetewr na-sw.•.~ - - -- - - - - -• ..•..r.~ B.B..r vn r File No. 204 Penns IVanla Pro art Address 204 Penns Ivania Avenue Ca Cam Hill State PA Code 17011 Le al De tion Deed Book 17M Pa e26 Count Cumberland Assessors Parcel No. 01-22-0536-198 Tax Ye ar R.E. Taxes S S edal Assessments E None known Bortower NA Cunant Owner Busch Fancis S . Oca ant: Owner X Tenant Vacant „ Pro en ri is a raised X Fee S' le Leasehold Pro'ed T e PUD Condominium (HUDNA onty HOA E 0.00 IMo. N hborhood or Pro act Name Borou h of Cam Hill Ma Reference See Assess Parcel # Census Tract Sale Pace S NA Date of Sale NA Desrxiption and E amount of loan cha slconcessions to be paid b seller NA Lender/Chent Busch William F. Address 204 Penns Ivania Avenue Cam Hill PA 17011 raiser Mark W. Heckman Cert.General A raiser Address 1309 Brid a Street New Cumberl d PA an 17070 Location Urban X Suburban Rural Predominant Single family housing Present land use % Land use change Built up 0 Over 75% ^ 25-75% ^ Under 25% occupancy PRICE A E m s(ooo> One family 92°/B X^ Not likety ^ Likely Growth rate ^ Rapid X^ Stable ^ Slow X^ Owner 125 Low 30 2d family 4% ^ I n process Property values ^ Increasing X^ Stable ^ Declining ^ Tenant 400 Hi h 100+ Multi-ra T ~ °. Demand/suppty ^ Shortage X^ hbe~rce ^ Overayply X Vacant ^ (Ob%) Pred o i t om nan Commercial 3 /o Marketin time X Under3mos. 3-8 mos. Over6mos. v,~.Ma1.,sx 200-300 60 Vacant 1% Note: Race and ihs racial composition of the neighborhood ors not appraisal factors. Neighborhood boundaries and characteristics: The sub'ect roe is located in Cam Hill 8orou h which is considered t b th o e e bounds of the nei hborhood. e Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities employment stabilit ' , y, appeal to market, etc.): This suburban nei hborhood has most ublic utilities available relative) eas access to em o ment and services and is tom etiti " ve with other nei hborhoods in the eneral area. Most have similar amenities. Market activi indicates avera a or better acce lan i ce n the market lace. No unfavorable factors were observed which would adverse) affect marketabili Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/su pph and marketin time h g , - -suc as data on competitive properties For sale in the neighborhood, description of the prevalence of sales and financing concessions t , e c.): The local housin market has weakened within the ast ear. New construction activi has slowed considerabl and the rate of l sa e of existin homes has diminished substantial) from last ear. Also the volume of homes for sale has dramaticall i ncreased resultin in ressure on sale rites. Seller concessions are ve often necessa to entice bu ers in this slow market. Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? YE S NO Approximate total number of units in the subject project Approximate total number of units for sale in the subject roje t p c Describe common elements and recreational facilities: Dimensions See Le al Descri lion Topography Basicall Levei Stleerea 0 21 acre . Comer lot Yes X No Size T ical for area Specific zoning clasaificallon and description Low Densl Residential Shape Rectangular Zoning compliance 0 Legal ^ Legelnanoonfaming(Grendfethereduae) Ill l ega No zoning Drainage A ears ode uate H' esl 6 best use es im roved: X Present use Other use (e lain View Avers e UtIIItlea Public Other OH-site Improvements Type Public Private Landscapng T ICeI Electricit X^ y Street Paved asphalt X^ ^ Driveway Surface AS halt Gas X^ CudB/gutter Concrete X^ ^ Apparent easements None a arent Water X^ S idewalk COnCfete X^ ^ FEMA Speaal Flood Hazard Area Yes X No Santlaryaewer X^ St t ree kghts Standard Q ^ FEMAZone C Map Date l2-11-1981 Storm sewer X Afie None FEMA Ma No. 420357/ 0001 B Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconformin zonin t S g g, use, e c.): ite has avera e site im rovements avera a landsca 'n and ical maintenance. The site im rovements and services to the site are ode u t d a e an acce able in this market. There are no a arent adverse easements encroachments or other adverse co diti n ons on this site. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Untls One Foundation COnC block Slab None Area Sq. Ft. 677 Roof ^ N f S o. o tories TWO Exterior Walls Brick OaMSpaoe None %Finished 0 Ceiling ^ Type(Det.lAtt.) Detached Roofsurtace Shin le-Good Basement Full Basement Ceiling Unfinished walls D i es gn (Style) Ca a Cod Gutters 8 Dwnspts. Aluminium Sump parry None woos Conc Block Floor E l x stinglProposed Existin window type Double insul Dampness None noted Floor Concrete None A ge (Yrs.) 59 StomrlScreens No/ Yes Settlement None noted Outside Entry None uown°wn O Effective A re. 20 Manufactured House No Infestation None noted e ROOMS Besenrent Foyer Livin Dinin KHchen Den Fam' Rm. Rec. Rm. Bedrooms x Baths Laund Other Area S .Ft. Level 1 1 1 1 X 677 • Level2 1 2 1 1 677 364 Finished area above de contains: 6 Rooms' 3 Bedroom s ~ 2 Bath s ~ 1 041 S w are Feet of Gross Livin Area ~ INTERIOR MaterialslConditian HEATING KITCHEN EQUIP. ATTIC AMENITIES CAR STORAGE: Floors HW/Vin/C UAve Type Hot Water Refrigerator ^ None X^ F W ll ireplace(s)A' ~ None ^ a s Plaster/ eve Fuel GeS Range/Oven 0 Stairs ^ P ti TnMFmish WOOd/ AVe CondAiarAV Disposal ^ Drop Stair ^ a o ^ D d Garage Y of cars Bath Floor Vin I/ Ave COOLING Diehwaeher ^ Settle ^ e c ^ porch ^ Attached 1 D t Bath Wainscot Ceramic tile/ eve Central None FanlHood XQ Floor ^ F e ached Doors Wood/ Ava Other None Microwave ^ Heated ^ ence ^ p Built-In condilicnNA Washer er Finished ool ^ Carport Addtlionel features (special energy efficient era e items, etc.): Exterio r walls are frick-fa ced cinder block; re lacement windows tw Drivewa 1 o- ears old; extended Condition of the improvements, deprecletion (physical, functional, end external), repairs needed, quality of construction remodeling/additions : The etc i , . m rovements are of avera a uali brick construction and reflect avera a maintenance. Pro a reflects normal h sical de reciation and no deficiencies were noted. Utili of floor Ian is cal for a house of this a e and s le and should receive avera e acce ante in the market lace. No unusual functional obsolescence or external inade uacies were observed. Adverse environmental conditions (such es, but not limited to, hazardous wastes, toxic substances, etc.) present in the improvements on the site or in the , , immediate vicinity or the subject property: NO adverse environmental conditions were observed in the im rovements on the site on in the ' immediate vicini of the sub ect roe Fredde Mac Fam 70 &83 Pmauae e`e 1161 maaaa, BaB.2N.Brtr aa~.aclaea.mm Fannie Mae Fmn 1001 8-93 Mark Heckman Real Estate Appraisers Valuation Sactlon UNIFORM RESIDENTIAL APPRAISAL REPO ~T W nMAI tU SIIt VALUt, "° ^°• ~~-+ ~cnn~yrvania ~' E Comments on Cost Apprr 3ch (such as sour f , ce o cost estimate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foolcelc~:lation and for HUD, VA and FmHA, the Dwelling Sq. Ft. ~ E = E 0 estimated remaining econ; mic life of the property): sq FL ~ E = . 0 Due to the sae of thess im rovements the Costa roach = ~ cannot be considered t+.n accurate indicator of value ' GaregeK)erpart Sq. Ft. ®E _ - Total Estimated Cosl New ...... = E 0 Lees Physical Fundionel I Extemel Est. Remaining Econ. Life: Deprerxebon = E 0 Depreciated Value of Improvements = E 0 ................... 'Asps' Value of Site Improvements = E ................... INDICATED VALUE BY COST APPROACH ~ ~ ~ ........ = E O ITEM SUBJECT COMPARABLE N0. f COMPARABLE NO. 2 204 Pennsylvania Avenue 3121 Bramar Road COMPARABLE NO. 3 2139 Chestnut Street 201 South 17th Street Address Cam Hill Cam Hill Cam Hill Cam Hill Proximity to Subect 0.9 mile West 0 3 miles NW . 0.3 East Sales Price E NA E 176 000 S 182 750 Prk'aKYoes Lie Area E 0.00 ~ E 128.37 ~ E 152 500 E 132 43 UJ . E 99.28 ~ Data and/or Inspection MLS & Assessment Records MLS & Assessment Records MLS & Assessment Re V rr d b cor er s ca on sources Assess Records Assessment Records Assessment Records Assessment Record VA s Ll1EADJUSihENfS DESCRIPTION DESCRIPTION . -)s uarmsp DESCRIPTION * 9s!`dvombp DESCRIPTION .Llsr~iar,,,.,,r SelesorFinencing NA Cash equivalent Cash equivalent Cash equivalent Concessions None known None known Seller assist oats of SaleLrkne NA 6-24-2008 9-15-2008 -850 Location Suburban/ Good Suburban/ Good 5-23-2008 Suburban/ Good Suburban/ Av e 10,000 Leeeelreld~Fee Fee Sim a Fee Sim le Fee Sim le Fee Sim le sae 0.21 acre 0.21 acre 0 15 acre . 0.14 acre View Avera a Avera a Avera a Avera e De and sal Ca a Cod/ Ave Ca a Cod/ Ave Ca Cod/ Ave Ca e Cod/ Ave dCa~m Brick/ avera a Brick Vin U Ave ; Brick/ avera a Brick Vin I/ Ave ; A e 59 Years 57 +/_ years 54 +/_ years 48 +/_ Years Condttion Avera a Better than eve -5,000 Good -1.) 000 Avera e , Above Grade rpm ~ s°mre ' smlM rpm ' same ' q,s„ rpe~ ~ edm. ~ amp ~.. tom ~ Bdrni ~ smM Room Count 3 6 ~ 3 ~ 2 00 7 ~ 3 ~ 1 . .50 ; 2,000 6 ~ 4 ~ 2.00 ; 6' 2 Z 00 GrossLnin Area 1 041 S .Ft. 1 371 S .Fl. ~ -9 900 1 380 S Ft ~ . . -'0 200 1 536 S .Ft. ~ -14 900 13aeerrrenttiFniaFred Full Basement Full Basement Full exposed , -2,000 Partial Bsmt RoomsBebwGrede Unfinished Unfinished 2,000 Unfinished Rec Room -2 000 Fundionel Utifit Avera a Avera a Avera a Avera e Heatin oofin Gas HWlno CA GasFA/ CA -4 000 OHW/ no CA Oil FWA/ CA ~ En Elfident kerns Re lace. W indaw5 R lace. Windows - -4 000 None 1 500 None 1 500 Gera /Carport 1 Att. Gera a OS 1-Car Gar/ Att 2,000 1-Car Gar/ Att 2 000 None , Porch, Patio, Dedr, None Cov pat, Patio -4,000 Covered Porch 6,000 -3 000 Porch Deck , , -4,000 Fire la s, etc. None 1 fire lace -1 500 None -1 500 None Fence, Pool, etc. None None None None 1 Net Ad'. total + X - ' E 20 400 + X - ~ E 23 200 + X ' E I 6 250 Adjusted sales Price Gross: 18 1° 6 . ~ Gross: 16.5% Grote: 29.7°r6 otCo arable Net: -11,6°~ E 155,600 Net: -12.7°,6 E 159 550 Net: -4 1° 6 , . . S 146,250 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): After a thorou h search of elf available market data, the three sales used are considered to be the best indic t f l ' a ors o va ue. A ro riate ad ustm snts have been made for all differences. Corn arable sales used are closed sales. Com arable Sales No. 1 and 2 are considered th b i e est ndicator of value and are wei hted more heavil than Com arable No. 3. All three corn arable sales are located in the same market ' , area as the sub ect and would be considered b the same ros active urchaser if all were on the market at the same time as the subject ITEM SUBJECT COMPARABLE N0. 1 COMPARABLE N0.2 COMPARABLE NO. 3 Date, Price and Date No prior sale No prior sale other than No prior sale other th an No prior sale other than Sowcetorpriorseles for past 3 years that stated above that stated above that stated above '"~^ rof ~ for the riot ear for the riot ear for the i r ot ear Anatysis of any current agreement of sale, option, or fisting of the subject property and analysis of any prat sales of subjed and a;^~parables wahh one year of the date of a i l A ppra sa : ccordin to records rovided b coun assessment office the sub act roe HAS NOT transferred in the ast 3 ears. INDICATED VALUE BY SALES COMPARISON APPROACH , , , .. . . E 155 000 INDICATED VALUE BY INCOME APPROACH If le Estimated Market Rent E /A IMO, x Gross Rent Mub ier N/A = E p This appraisal is made X 'as is' subject to the repair, atteretions, irspedions ar condabns fisted bets, subjed !o camPleticn per plans and spedfications . condilbnsotAppreisel: This a sisal has been re area with the roe in "as is" condition. Final Reconaliation: See Attached Addendum. The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report, based on the aaove condtions and the certificatbn contingent d fi ai , an m ng conditions, end market value dermition that ere statedn the edached Freddie Mac Form 439IFannie Mae Form 1004B (Revised I (YYE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF November 21 2008 ~ (WHICH IS TH ATE OF INSPECTION AND TH FFECTIVE DATE OF THIS REPORT) TO BE E 155,000 , APPRAIS ~ SUPERVISORY APPRAISER (ONLY IF REQUIRED): $1 BtUre Signature Name Mark W. Heckman Cert General Appraiser ^Did ^Did Not Name Inspect Properly Date Report Stgned 01/10/2009 Date Re ort Si ed State Certficatan / GA-000666-L State PA State Certification t State Or State License X crnro F,°aa" Mac Form m as3 - PAGE 2 OF 2 State Proeu[M Yfna •CI somas, eoo.ztr em veVSaNewm Fann9 Mae Fam 1001 6-93 Mark Heckman Real Estate Appraisers A f11'fCUnr u~ Borrower: NA Fist: Ko.: 204 Pennsvlvania P~rh' Address:204 Pennsylvania Avenue Cyr>•e No.: City: Came Hill State PA ZIP' 17011 Lender. Busch, William F. Final Reconciliation This appraisal assumes a reasonable marketing period for the subject property of four months. The Sales Comparison Analysis reflects recent activity in the market place and is given the most weight. The Income ~.pproach is inappropriate because few single family houses are rented in this market. THE APPRAISER HEREBY CERTIFIES THAT THIS REPORT HAS BEEN PREPARED IN COfAPLIANCE WITH THE UNIFORM STANDARDS OF PROFESSIONAL APPRAISAL PRACTICE (USPAP), THAT THE APPRAISER IS A DISINTERESTED PARTY, THAT THE VALUE STATED IN THIS REPORT IS ACCURATE TO THE BEST OF THE APPRAISER'S ABILITY, AND THAT THIS VALUE HAS NOT BEEN PREDETERMINED. eae ~ ~~ Fie No. 204 Pennsylvania DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation oT a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions' granted by anyone associated with the sale. 'Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the Appraisers judgment. STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is inGuded only to assist the reader of the report in visual¢ing the property and understanding the appraiser's determination of its size. 3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arangements to do so have been made beforehand. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid ii they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The apprai~.er will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whet`.-ar such conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal the' is subject to satisfactory completion, repairs, or akerations on the assumption that completion of the improvements will be performed in a workma^;ike manner. 10. The appraiser must provide his or her prior written consent before the lenderlclient specified in the appraisal report can distribute the appraisal report (including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality of the United States ar any state or the District of Columbia; except that the lenderlclient may distribute the property description section of the report only to data collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and .approval must also be obtained before the appraisal can be conveyed by anyone to the public through advertising, public relations, news, sales, or other media. eeaie mac ram a~a ti-93 Page 1 of 2 Fannie Mae Form 10048 6-93 APPRAISERS CERTIFICATION: The Appraiser certfies and agrees that: Fae No 204 Pennsylvania 1. I have researched the subject market area and have selected a minimum of three recent sales of ;,roperties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property is superior to , or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development a-the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are hue and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions speed in this form. 4. I have no present or prospective interest in the property that is the subject to this report, and I h:,ve no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially ~~r completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, handicap, familic~ status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants i:'~ the properties in the vicinity of the subject property. , 5. I have no present or contemplated future interest in the subject property, and neither my ;:;rrsnt or future employment nor my compensation far performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a sub•<;q~ent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal repcr on a requested minimum valuation, a specific valuation, or the need to approve a specfic mortgage loan. 7. 1 performed this appraisal in conformity with the Uniform Standards of Professional Appr~.~sal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were in place a~ of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknow'edge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estii•~ate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the rewncii~<;tion section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior ~,f all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth i~ the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appr;:'aal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in thy: reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized a-.yone to make a change to any item in the report; therefore,rf an unauthor¢ed change is made to the appraisal report, I will take no responsibility for :t. SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed t~•.e appraisal report, he or she certifies and agrees that: I directly supervise the appraiser who prepared the appraisal report, have revier„rd the appraisal report, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 204 Pennsylvania Avenue Camo Hill PA 17Ci11 APPRAISER: SUPERVISORY APPRAI.~ER (only ff required) Signature Signature Name: Malk W. Heckman Cert General Appraiser Date Signed: 01/10/2009 State Certification #: GA-000666-L or State License #: State: PA t=xpiration Date of Certification or License: June 30. 2009 Name: Date Signed: State Cert~cation #: or State License #: State: Expiration Date of Certification or License ^ Did ^ Did Not Inspect Property Commonwealth of Pennsylvania Certification No. GA000666L Freddie Mac Form 439 6-93 Page 2 of 2 Fannie Mae Form 10048 6-93 450,' North Fron[ 5a~eer Suite 201 Harrisburg, Pf1 1 i 110 tef 71? 255 C6C,G f:uc '1' 255 0,651 Morgan Stanley ~~« F=~e 80~ ~~~~; ~~,~~ January 12, 2009 William F. Busch Jr. 204 Pennsylvania Avenue Camp Hill, PA 17011 Dear Mr. Busch: We give you our deepest condolences for your recent loss. Attorney Michael Bangs has been in contact with our office concerning Francis Busch's account held with us. I have enclosed date of death values of her account that he requested. Due to our privacy and compliance rules we are not allowed to give Mr. Bangs this paperwork. We are only allowed to give the paperwork to the executor. Further, we have sent estate paperwork to Mr. Bangs office that require your signatures. If you have any questions please do not hesitate to contact me at (717) 255-6681. Sincerely, Jessica Elscheid Morgan Stanley CSA to Edwin & Tyler Lenda Investments and services are offered through Morgan Stanley ~ Co. Incorporated, member SIPS. DODUpdate FRANCES S BUSCH Home: (717) 761- TIER: GOLD 204 PENNSYLVANIA AVE 5016 Mobile: CAMP HILL PA 1 701 1-5436 Business: Date of Death: 1 1 '%' 1 /2008 Page 1 of 6 ACCT 410-26265-75 AAA Sweep Fund BDPS Input Date of Death by clicking the calendar icon and click "Update" to retrieve qualified tax lots. Date of Death must be before 01/13/2009. If Use of Alternate Value is Yes, Date of Death must be before 07/13/2008 Instructions/FAQ Ilea Olfarnafa V~h mfinn• Yne ~:$ Nn Do not use Alternate Valuation until you read and understand all of the requirements below. The executor of the estate must make the election to use the alternation valuation date. Individual beneficiaries cannot make this election. The alternate valuation election can be made by the executor only if it will reduce the value of the gross estate and the amount of estate tax (and generation-skipping transfer (GST) tax, if applicable). It must apply to all estate property. It cannot be made on an asset by asset basis. Some assets may receive increased values. The election is made by the executor on the estate tax return (Form 706). Are some/all of the shares in this account part of a "joint account with rights of survivor with a spouse from anon-community property state? ~'^ Yes ~ Na Capital assets, such as stocks, bonds or mutual funds, jointly owned by husband and wife (in non-community property states) receive a 50% stepped-up basis on the appreciation (or stepped-down, if the asset has depreciated) of each asset. That is, the new cost basis for each share/unit is the average of the estates valuation for that asset and the original purchase price. In community property states, assets considered community property receive a 100% step-up (or step-down) basis upon the first spouse's death. Special rules apply to community property held as joint property with rights of survivorship. For additional information see: (0003)_Cost basis of inh.e..rited property when one of_the joint_owners_with rights of survivorshp_dies Date Date Adjusted Select Alt ~ Security Name Acquired Sold Unit Unit Cost Total Cost Cost ~" AGL RESOURCES INC 11/21/2008 800.000 27.15 21,720.00 21,720.00 AMERICAN CAP WORLD BOND A 11/21/2008 36.225 17.55 635.75 635.75 ("~ AMERICAN CAP WORLD BOND A 11/21/2008 4.132 17.55 72.52 72.52 ("` AMERICAN CAP WORLD BOND A 11/21/2008 10.707 17.55 187.91 187.91 ~`' AMERICAN CAP WORLD BOND A 11/21/2008 10.820 17.55 189.89 189.89 r AMERICAN CAP WORLD BOND A 11/21/2008 10.803 17.55 189.59 189.59 (~ AMERICAN CAP WORLD BOND A 11/21/2008 10.974 17.55 192.59 192.59 r AMERICAN CAP WORLD BOND A 11/21/2008 11.176 17.55 196.14 196.14 ("~'` AMERICAN CAP WORLD BOND A 11/21/2008 10.931 17.55 191.84 191.84 r AMERICAN CAP WORLD BOND A 11/21/2008 17.614 17.55 309.13 309.13 AMERICAN CAP WORLD BOND A 11/21/2008 10.689 17.55 187.59 187.59 AMERICAN CAP WORLD BOND A 11/21/2008 4.101 17.55 71.97 71.97 AMERICAN CAP WORLD BOND A 11/21/2008 10.920 17.55 191.65 191.65 (-` AMERICAN CAP WORLD BOND A 11/21!2008 13.670 17.55 239.91 239.91 (~` AMERICAN CAP WORLD BOND A 11/21/2008 12.699 17.55 222.87 222.87 r AMERICAN CAP WORLD BOND A 11/21/2008 12.278 17.55 215.48 215.48 ~- AMERICAN CAP WORLD BOND A 11/21/2008 1,236.971 17.55 21,708.84 21,708.84 AMERICAN GR FD OF AMERICA A 11/21/2008 12.746 18.32 233.51 233.51 r AMERICAN GR FD OF AMERICA A 11/21/2008 3.174 18.32 58.15 58.15 AMERICAN GR FD OF AMERICA A 11/21/2008 2.758 18.32 50.53 50.53 r AMERICAN GR FD OF AMERICA A 11/21/2008 2.329 18.32 42.67 42.67 http://ideas.msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1 / 12/2009 DODUpdate Page 2 of 6 AMERICAN GR FD OF AMERICA A 11/21/2008 24.550 18.32 449.76 449.76 (~` AMERICAN GR FD OF AMERICA A 11/21/2008 4.288 18.32 78.56 78.56 AMERICAN GR FD OF AMERICA A 11/21/2008 377.745 18.32 6,920.29 6,920.29 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.429 7.54 56.01 56.01 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.713 7.54 58.16 58.16 r AMERICAN HIGH INCOME TRUST A 11/21/2008 8.029 7.54 60.54 60.54 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.917 7.54 59.69 59.69 AMERICAN HIGH INCOME TRUST A 11/21/2008 10.802 7.54 81.45 81.45 AMERICAN HIGH INCOME TRUST A 11/21/2008 8.685 7.54 65.48 65.48 ~ AMERICAN HIGH INCOME TRUST A 11/21/2008 5.932 7.54 44.73 44.73 AMERICAN HIGH INCOME TRUST A 11/21/2008 5.956 7.54 44.91 44.91 r AMERICAN HIGH INCOME TRUST A 11/21/2008 5.969 7.54 45.01 45.01 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.056 7.54 45.66 45.66 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.207 7.54 46.80 46.80 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.182 7.54 46.61 46.61 (r AMERICAN HIGH INCOME TRUST A 11/21/2008 6.197 7.54 46.73 46.73 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.175 7.54 46.56 46.56 (~"'~ AMERICAN HIGH INCOME TRUST A 11/21/2008 6.155 7.54 46.41 46.41 (~~, AMERICAN HIGH INCOME TRUST A 11/21/2008 6.145 7.54 46.33 46.33 (`~ AMERICAN HIGH INCOME TRUST A 11/21/2008 1.720 7.54 12.97 12.97 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.783 7.54 58.68 58.68 AMERICAN HIGH INCOME TRUST A 11/21/2008 4.511 7.54 34.01 34.01 AMERICAN HIGH INCOME TRUST A 11/21/2008 0.592 7.53 4.46 4.46 ("" AMERICAN HIGH INCOME TRUST A 11/21/2008 6.143 7.54 46.32 46.32 r AMERICAN HIGH INCOME TRUST A 11!21/2008 6.217 7.54 46.88 46.88 r AMERICAN HIGH INCOME TRUST A 11/21/2008 3.236 7.54 24.40 24.40 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.503 7.54 56.57 56.57 AMERICAN HIGH INCOME TRUST A 11/21/2008 4.356 7.54 32.84 32.84 (~~ AMERICAN HIGH INCOME TRUST A 11/21/2008 6.205 7.54 46.79 46.79 AMERICAN HIGH INCOME TRUST A 11/21/2008 5.357 7.54 40.39 40.39 ~'~ AMERICAN HIGH INCOME TRUST A 11/21/2008 2.250 7.54 16.97 16.97 AMERICAN HIGH INCOME TRUST A 11/21/2008 8.908 7.54 67.17 67.17 AMERICAN HIGH INCOME TRUST A 11/21/2008 2.343 7.54 17.67 17.67 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.96E 7.54 52.52 52.52 r AMERICAN HIGH INCOME TRUST A 11/21/2008 6.666 7.54 50.26 50.26 r AMERICAN HIGH INCOME TRUST A 11/21/2008 6.625, 7.54 49.98 49.98 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.717 7.54 50.65 50.65 r AMERICAN HIGH INCOME TRUST A 11/21/2008 6.69c• 7.54 50.50 50.50 AMERICAN HIGH INCOME TRUST A 11/21/2008 6.210 7.54 46.82 46.82 ("~ AMERICAN HIGH INCOME TRUST A 11!21/2008 6.368 7.54 48.01 48.01 ~"' AMERICAN HIGH INCOME TRUST A 11/21/2008 7.406 7.54 55.84 55.84 http://ideas.msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1 / 12/2009 DODUpdate Page 3 of 6 (- AMERICAN HIGH INCOME TRUST A 11/21/2008 7.599 7.54 57.30 57.30 AMERICAN HIGH INCOME TRUST A 11/21/2008 7.419 7.54 55.94 55.94 AMERICAN HIGH INCOME TRUST A 11/21/2008 955.367 7.54 7,203.47 7,203.47 AMERICAN NEW PERSPECTIVE A 11/21/2008 10.739 18.23 195.77 195.77 AMERICAN NEW PERSPECTIVE A 11/21/2008 49.219 18.23 897.26 897.26 r AMERICAN NEW PERSPECTIVE A 11/21/2008 13.235 18.23 241.27 241.27 AMERICAN NEW PERSPECTIVE A 11/21/2008 54.560 18.23 994.63 994.63 ("~ AMERICAN NEW PERSPECTIVE A 11/21/2008 59.219 18.23 1,079.56 1,079.56 AMERICAN NEW PERSPECTIVE A 11/21/2008 17.617 18.23 321.16 321.16 AMERICAN NEW PERSPECTIVE A 11/21/2008 774.757 18.23 14,123.82 14,123.82 AMERICAN SMALLCAP WORLD A 11/21/2008 3.854 17.84 68.76 68.76 r AMERICAN SMALLCAP WORLD A 11/21/2008 6.391 17.84 114.02 114.02 AMERICAN SMALLCAP WORLD A 11/21/2008 6.087 17.84 108.59 108.59 r AMERICAN SMALLCAP WORLD A 11/21/2008 28.475 17.84 507.99 507.99 AMERICAN SMALLCAP WORLD A 11/21/2008 3.070 17.84 54.77 54.77 (~ AMERICAN SMALLCAP WORLD A 11/21/2008 7.041 17.84 125.61 125.61 AMERICAN SMALLCAP WORLD A 11/21/2008 38.709 17.84 690.57 690.57 (~ AMERICAN SMALLCAP WORLD A 11/21/2008 331.876 17.84 5,920.67 5,920.67 [''~ AMERICAN WA MUTUAL A 11/21/2008 15.197 19.51 296.49 296.49 AMERICAN WA MUTUAL A 11/21/2008 5.552 19.51 108.32 108.32 AMERICAN WA MUTUAL A 11/21/2008 5.713 19.51 111.46 111.46 r AMERICAN WA MUTUAL A 11/21/2008 5.462 19.51 106.56 106.56 AMERICAN WA MUTUAL A 11/21/2008 5.594 19.51 109.14 109.14 AMERICAN WA MUTUAL A 11/21/2008 27.478 19.51 536.10 536.10 ~"~ AMERICAN WA MUTUAL A 11/21/2008 5.638 19.51 110.00 110.00 (~"~ AMERICAN WA MUTUAL A 11/21/2008 5.722 19.51 111.64 111.64 (- AMERICAN WA MUTUAL A 11/21/2008 5.629 19.51 109.82 109.82 AMERICAN WA MUTUAL A 11/21/2008 6.304 19.51 122.99 122.99 r AMERICAN WA MUTUAL A 11/21/2008 67.936 19.51 1,325.43 1,325.43 AMERICAN WA MUTUAL A 11/21/2008 7.323 19.51 142.87 142.87 AMERICAN WA MUTUAL A 11/21/2008 7.633 19.51 148.92 148.92 r AMERICAN WA MUTUAL A 11/21/2008 7.857 19.51 153.29 153.29 AMERICAN WA MUTUAL A 11/21/2008 5.655 19.51 110.33 110.33 AMERICAN WA MUTUAL A 11/21/2008 1,103.001 19.51 21,519.55 21,519.55 E V NATIONAL MUNICIPALS A 11/21/2008 7,258.280 8.03 58,283.99 58,283.99 r E V NATIONAL MUNICIPALS A 11/21/2008 1,917.260 8.03 15,395.60 15,395.60 EVERGREEN CORE PLUS BOND I 11/21/2008 545.000 9.66 5,264.70 5,264.70 ("'~ LORD ABBETT AFFILIATED A 11/21/2008 0.617 7.26 4.48 4.48 LORD ABBETT AFFILIATED A 11/21/2008 22.000 7.27 159.98 159.98 LORD ABBETT AFFILIATED A 11/21/2008 0.187 7.27 1.36 1.36 LORD ABBETT AFFILIATED A 11/21/2008 20.000 7.27 145.43 145.43 http://ideas. msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1 / 12/2009 DODUpdate Page 4 of 6 LORD ABBETT AFFILIATED A 11/21/2008 0.749 7.28 5.45 5.45 LORD ABBETT AFFILIATED A 11/21/2008 0.080 7.25 0.58 0.58 ~" LORD ABBETT AFFILIATED A 11/21/2008 0.792 7.27 5.76 5.76 r LORD ABBETT AFFILIATED A 11/21/2008 9.114 7.27 66.27 66.27 LORD ABBETT AFFILIATED A 11/21/2008 38.026 7.27 276.51 276.51 LORD ABBETT AFFILIATED A 11/21/2008 3.544 7.27 25.77 25.77 r LORD ABBETT AFFILIATED A 11/21/2008 36.887 7.27 268.22 268.22 LORD ABBETT AFFILIATED A 11/21/2008 4.629 7.27 33.66 33.66 LORD ABBETT AFFILIATED A 11/21/2008 73.919 7.27 537.51 537.51 LORD ABBETT AFFILIATED A 11/21/2008 3.795 7.27 27.60 27.60 r LORD ABBETT AFFILIATED A 11/21/2008 48.000 7.27 349.04 349.04 (- LORD ABBETT AFFILIATED A 11/21/2008 0.993 7.27 7.22 7.22 LORD ABBETT AFFILIATED A 11/21/2008 0.919 7.28 6.69 6.69 (- LORD ABBETT AFFILIATED A 11/21/2008 0.525 7.28 3.82 3.82 LORD ABBETT AFFILIATED A 11/21/2008 44.000 7.27 319.95 319.95 r LORD ABBETT AFFILIATED A 11/21/2008 427.935 7.27 3,111.77 3,111.77 r MARATHON OIL CO 11/21/2008 60.000 21.43 1,285.80 1,285.80 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 1.192 9.97 11.88 11.88 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 1.261 9.97 12.57 12.57 MS DIVIDEND GRWTH SECURITIES B 11/21/2008 0.348 9.97 3.47 3.47 (',' MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 1.149 9.97 11.46 11.46 ~- MS DIVIDEND GRWTH SECURITIES B 11/21/2008 0.335 9.97 3.34 3.34 ~-- MS DIVIDEND GRWTH SECURITIES B 11/21/2008 0.555 9.96 5.53 5.53 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.888 9.97 8.85 8.85 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.296 9.97 2.95 2.95 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.003 10.00 0.03 0.03 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.310 9.97 3.09 3.09 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 2.412 9.97 24.05 24.05 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.330 9.97 3.29 3.29 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 3.610 9.97 35.99 35.99 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 3.846 9.97 38.34 38.34 MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.01 E. 10.00 0.18 0.18 r MS DIVIDEND GRWTH SECURITIES B 11/21!2008 9.245 9.97 92.21 92.21 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 6.370 9.97 63.51 63.51 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 3.447 9.97 34.37 34.37 r MS DIVIDEND GRWTH SECURITIES B 11 /21 /2008 0.644 9.97 6.42 6.42 r MS DIVIDEND GRWTH SECURITIES B 11/21/2008 0.027 10.00 0.27 0.27 MS DIVIDEND GRWTH SECURITIES 11/21/2008 0.326 9.97 3.25 3.25 http://ideas.msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1/ 12/2009 DODUpdate B ~- BS DIVIDEND GRWTH SECURITIES 11/21/2008 BS DIVIDEND GRWTH SECURITIES 11/21/2008 BS DIVIDEND GRWTH SECURITIES 11/21/2008 B S DIVIDEND GRWTH SECURITIES 11/21/2008 ~- B S DIVIDEND GRWTH SECURITIES 11/21/2008 B S DIVIDEND GRWTH SECURITIES 11/21/2008 r- B S DIVIDEND GRWTH SECURITIES 11/21/2008 BS DIVIDEND GRWTH SECURITIES 11/21/2008 ~-;• BS DIVIDEND GRWTH SECURITIES 11/21/2008 ~- BS DIVIDEND GRWTH SECURITIES 11/21/2008 ~~-- B S DIVIDEND GRWTH SECURITIES 11/21/2008 ~-~ B S DIVIDEND GRWTH SECURITIES 11/21/2008 ~-- MS DIVIDEND GRWTH SECURITIES 11/21/2008 B ~~- BS DIVIDEND GRWTH SECURITIES 11/21/2008 ~-~- BS DIVIDEND GRWTH SECURITIES 11/21/2008 (-,- B S DIVIDEND GRWTH SECURITIES 11/21/2008 r B S DIVIDEND GRWTH SECURITIES 11/21/2008 ~- BS DIVIDEND GRWTH SECURITIES 11/21/2008 ~- MS DIVIDEND GRWTH SECURITIES 11/21/2008 B ~- MS DIVIDEND GRWTH SECURITIES 11/21/2008 B ~- MS DIVIDEND GRWTH SECURITIES 11/21/2008 B PPL CORPORATION 11/21/2008 UGI CORPORATION NEW COM 11/21/2008 r WD 40 COMPANY 11/21/2008 Disctafiner: Page 5 of 6 0.318 9.97 3.17 3.17 1.242 9.97 12.38 12.38 1.569 9.97 15.64 15.64 4.262 9.97 42.49 42.49 3.726 9.97 37.15 37.15 0.179 9.94 1.78 1.78 10.829 9.97 107.97 107.97 1.126 9.97 11.23 11.23 16.591 9.97 165.41 165.41 15.595 9.97 155.48 155.48 1.501 9.97 14.96 14.96 8.857 9.97 88.30 88.30 23.108 9.97 230.39 230.39 3.111 9.97 31.02 31.02 41.674 9.97 415.49 415.49 131.349 9.97 1,309.55 1,309.55 14.726 9.97 146.82 146.82 2.199 9.97 21.92 21.92 34.704 9.97 346.00 346.00 18.897 9.97 188.40 188.40 115.241 9.97 1,148.95 1,148.95 2,000.000 30.75 61,500.00 61,500.00 300.000 22.45 6,735.00 6,735.00 100.000 24.28 2,428.00 2,428.00 The Estimated Gain and Loss information is provided for informational purposes only and may not be retied upon in making any tax, accounting or regulatory filing or report.This Estimated Gain and Loss Summary is not a substikrle 1099 form (or any other appropriate tax form} and should not be filed with your client's taxes. The Total Cost, Unit Cost and Proceeds of eligible equity and options transactivns with Choice Selech`'~t pricing dv not include commissions paid vn your purchases or sales and therefore may not equal the acquisition price or principal amount vl the sale. The figures should be independently verified. Estimated Gain and Lvss information dues nut take inty account a taxpayer's particular circumstances such as the existence of hedging transactions, constructive sales or marked-to-market pricing adjustments on certain options held at year-end. Please note that although Morgan Stanley & Co makes every effort to adjust the cost basis for such securities' capital changes, it does not adjust the cost basis for all events, including amortization of non-municipal bond premiums; exercise of unlisted stock options: securities deemed to have been sold and simulfaneously repurchased; receipt of cash in lieu of fractional shares: or the net effect of wash sales and'"or short sates against tfre box. For securities not purchased through Morgan Stanley & Co, for example, securities purchased elsewhere and later transferred to it, any data included in the Estimated Gain and Loss information has been provided either by the client or another financial institution. Whether provided by the client, another financial institution or Morgan Stanley & Co, it is your Gienf's responsibility to ensure the accuracy of alt of the Estimated Gain and (_oss information. http://ideas.msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1/ 12/2009 DODUpdate Page 6 of 6 For Managed Futures and alternative investments, there are likely to be restrictions on redempticns. please see applicable offering document. With respect to estimated gains and tosses for listed equity options, Morgan Stanley has taken into account option premiums paid or received and, in respect to multiple purchases and'vr sales, calculated cost using an average w7it price for all like positions. Mvrgan Stanley has made calculations using what appear to be off-setting positions; no assurance can be given that these p•~sitions are intended to off-set each other or that they are not intended to off-set other securities positions, in which case the analysis maybe ,lifferent. Morgan Stanley has obtained pricing inJonnation from independent sources it believes to be reliable. No assurance can be given that the values given are accurate. Values are subject to change and are as of a given paint in time only. Past performance does not guarantee future returns. Page Retrieved On: 1/12/2009 10:27:12 AM EST http://ideas.msdwis.com/secure/gainandloss/ExportPrintDODUpdate.aspx?Office=410&A... 1/ 12/2009 `.'anguard -Price History Search Page 1 of 2 J V~l;n;~~r~f Research Fu~~~s & Stocks More Ways to Research Funds Search Price Nistory Since Incepti~„ Price History Search Track the daily prices of 1 or 2 Vanguard® investments for up to 12 months. You can also view high and low prices for a specific calendar year or since an investment's inception. Vanguard funds Annuities 529 plans Exchange-traded funds Step 1. Select a Vanguard® fund Share class Investor Shares - What are share classes? Prime Money Mkt Fund - or enter a fund number 0030 Step 2. Enter a time period (: Daily price history View price history for aperiod-ranging from 1 day to 1 year-that falls between the investment's inception date and the last business day. Yield history is available from 1993 to the present. From (mm/dd/yyyy) 11/21./2008. To (mm/dd/yyyy) 11/21/2008 i^ High and low prices for a calendar year View the investment high and low prices for any full calendar year. Year (yyyy) ~- (' High and low prices since inception View the investment high and low prices since its inception. Get `History Results Current results Prime Money Mkt Fund 11/21/2008-11/21/2008 Fund Inception Date 6/4/1975 https://personal.vanguard.com/us/funds/tools/pricehistorysearch?radio=l &results=>?et&FundTvoe... 2/16/2(l~9 ~~anguard -Price History Search Date Price Yield C 11 /21 /2008 $1.00 2.66% Page 2 of 2 © 1995-2009 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corp., Distrib. Terms & conditions of use ~ Security Center ~ Obtain prospectus ~ Enhanced Support https://personal.vanguard.com/us/funds/tools/pricehistorysearch?radio= l &results=get&FundType... 2/ 16/2009 Vanguard -Price History Search ~'' Vang'l~ard~`' Page 1 of 2 Research Funds & Stocks » More Ways to Research Funds » Search Price History Since. Inception Price History Search Track the daily prices of 1 or 2 Vanguard® investments for up to 12 months. You can also view high and low prices for a specific calendar year or since an investment's inception. Vanguard funds Annuities Step 1. Select a Vanguard0 fund 529 plans Share class Investor Shares ~ What are share classes? PA LT Tax-Exempt Investor - or enter a fund number 0077 Step 2. Enter a time period Exchange-traded funds C: Daily price history View price history for aperiod-ranging from 1 day to 1 year-that falls between the investment's inception date and the last business day. Yield history is available from 1993 to the present. From (mm/dd/yyyy) 11/21/2008 To (mm/dd/yyyy) 11/21/2008 (' High and low prices for a calendar year View the investment high and low prices for any full calendar year. Year (yyyy) I r High and low prices since inception View the investment high and low prices since its inception. Get History Resu Its Current results PA LT Tax-Exempt Investor 11/21/2008-11/21/2008 Fund Inception Date 4/7/1986 Previous results Prime Money Mkt Fund 11/21/2008-11/21/2008 Fund Inception Date 6/4/1975 https://personal.vanguard.com/us/funds/tools/pricehistorysearch?radio=l &results=get&FundType... 2/16/2009 Vanguard -Price History Search Page 2 of 2 Date Price Yield A Date Price Yield C 11 /21 /2008 $10.33 4.51 % 11 /21 /2008 $1.00 2.66% © 1995-2009 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corp., Distrib. Terms & conditions of use ~ Security Center ~ Obtain prospectus ~ Enhanced Support https://personal.vanguard.com/us/funds/tools/pricehistorysearch?radio= l &results=get&FundType... 2/ 16/2009 MBTBank 499 Mitchel] Road, Millsboro, DE 19966 Mail Code DE-MB-12 February 6, 2009 Michael Bangs Law Office 429 S. 18th St. Camp Hill, PA 17011 Re: Estate ot': Frances S Busch Account Number: 18790909 15004206861955 8c 1 500421 663 7560 Date of Death: November 21 2008 Dear Sir: Per a memo from Dawn Nixson at M8sT Bank, dated February 3, 2009, requesting at the time of death, the balance on the above: referenced account(s) was: 1. Type of Account Checkzng Account Account Number 18790909 Ownership (Names oj~ Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names o~ Opening Date Balance on Date of Death Accrued Interest Total 3. Type of Account Account Number Ownershp (Names o~ Opening Date Frances S Busch* 8/28/ 64 Closed 1 / 9/ 09 ' $ 8,368.07 $ 0.22 ................................... $ 8,368.29 __ Savings Account 15004206861955 Frances S Busch* 2/22/99 Closed 1/9/09 $ 21, 946.47 $ 10.82 $ 21, 957.29 Savings Account 15004216637560 Frances S Busch* 3/ 19/ 08 Closed 3/20/ 08 (prior to date of death) * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please contact the West Shore Plaza Office # 717-255-2271. M 8v T Bank DOD Unit /Adjustment Services O ~~t~~d ~ ~~~d~, I, FRANCES S. BUSCH, of 204 Pennsylvania Avenue, Camp Hill, Cumberland County. ~ Pennsylvania, declare this to be my last will and revoke any will previously made by me. ._ 'U ITEM I. I direct that all my just debts and funeral expenses, including my gravemarker '^ and all ex enses of m last illness and an and P Y ~ y all taxes and assessments imposed by any R governmental body as a result of my death, whether on property passing under this will or ~. otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM IL I give and bequeath all of my household goods, automobiles, jewelry, anal. all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, as follows: A. Twenty-five (25%) Percent to my son, WILLIAM F. BUSCH, JR., ~'~ provided he survives my death by thirty (30) days. If he should predecease me or not survive my death by thirty (30) days, then his share shall go in equal shares to his sisters, MARY J. PARDUE and Ei.,IZABETH S. DUDA, or to the survivor of them, as survive his death by thirty (30) days B. Twenty-five (25%) Percent to my daughter MARY J. PARDUE provided she survives my death by thirty (30) days. If she should predecease me or not survive my death by thirty (30) days, then her share shall go to her issue. per stirpes. C. Twenty-five (25%) Percent to my daughter ELIZABETH S. DiJDA provided she survives my death by thirty (30) days. If she should predecease me or not survive my death by thirty (30) days, then her share shall go to her issue, ~ per stirpes. ~ D. Twenty-five (25%) Percent, in equal shares, to the children of my ,~ deceased daughter, Kathryn A. Endres. LORAINE KATHERINE ENDRF,S and ` EDWARD JOSEPH ENDRES, or the survivor of them, provided they survive my 'C1 ~'' death by thirty (30) days. ~' ITI+;M III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate, as follows: (`'1 A. Twenty-five (25%) Percent to my son, WILLIAM F. BUSCH, .TR., ~, provided he survives my death by thirty (30) days. If he should predecease me or not survive my death by thirty (30) days, then his share shall go in equal shares to ~ his sisters, MARY J. PARDUE and ELIZABETH S. DUDA, or to the survivor of them, as survive his death b thirt 30 da s. 1.1 Y Y ( ) Y 13. Twenty-five (25%) Percent to my daughter MARY J. PARDUI? provided she survives my death by thirty (30) days. If she should predecease me or not survive my death by thirty (30) days, then her share shall go to her issue, per stirpes. C. Twenty-five (25%) Percent to my daughter ELIZABETH S. DUDA provided she survives my death by thirty (30) days. If she should predecease me 2 or not survive my death by thirty (30) days, then her share shall go to her issue, per stirpes. D. Twenty-five (25%) Percent, in equal shares, to the children of my deceased daughter, Kathryn A. Endres, LORAINE KATHERINE ENDRES and EDWARD JOSEPH ENDRES, or the survivor of them, provided they survive my ~ death by thirty (30) days. ,~ (~ ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to 1 anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or fl ~ attachment. ITEM V. I appoint my daughter, MARY J. PARDUE executrix of this my last will. ITEM VI. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such mamler as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal. representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; 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 prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VII. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand ibis ~ ~- day of ~ ~ .2004. FRANCES S. BUSCI-I 4 The preceding instrument, consisting of this and FOUR other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by FRANCES S. BUSCH, the testatrix therein named, as and for her last will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. z • ~ /, 5 COMMONWEALTH OF PENNSYLVANIA ) ( SS: COUNTY OF CUMBERLAND ) The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that [signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as t1~y free and voluntary act for the purposes therein expressed. `~ FRANCES S. BUSCH Swt;rn or affirmed t~. and acknowledged before i~ne by the t~'~tatri ~jn~ed shove tea is ~:~ ¢ay ~~~~,-.; ~ ~-l,~~ ~ 2004. ovary Pu lic; , YrEl~M1' S. p0, Laver Allen 7~p., Cu= ~%~~"~ My Commmis~,n E~rsla~ Cam; 9Lt, COMMONWEALTH OF PENNSYLVANIA ( SS: COUNTY OF CUMBERLAND ) 6-~ and r I 1 ~ j t ~Yn ~. lJ '-'~ L ~l ,the. WE, ~~~,I L ~AN W 1 witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last will; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testatrix was at that time 18 or more years of age, of sound mind, and under no constraint or undue in uence. 2:P.~,.~~.~r Swon~r affirme, nd acknowledged hef~r~ me 's - day of F„ ~, , 2004. -._,_~ Public ~C71, $~, !!!7Y` S. c~ P! Lover /V'~n Twp., Comb 6 -~y Commies ~y 10G2Q0 $~1`TC,S I.~I~ O~IC~ 429 SOUTH 18TH STREET PHONE: 717-730-7310 CAMP HILL, PA 17011 FAX: 717-730-7374 E-mail: mikebanga~verizon.net MICHAEL L. BANGS, Attorney-at-Law WILLIAM E. MILLER, JR. WENDY K. STRAUB, Paralegal Of Counsel July 20, 2009 n ~: ~ c_ j ~ rte- t"` __. `_} ~,• ~ r Glenda Farner Strasbaugh, Register of Wills ;, - ~„ ; ._ Cumberland County Courthouse -- ~?~_~ ~, One Courthouse Square ;=~~~, Carlisle, PA 17013 ~ `~ ~ ^ .c- RE: Estate of Frances S. Busch File No. 21-08-1275 Dear Mrs. Strasbaugh: Enclosed you will find the following: 1. The original and one copy of the Pennsylvania inheritance tax return; 2. The original inventory; 3. A check in the amount of $33.77 to pay the tax shown to be due; and 4. A check in the amount of $30.00 to pay the filing fee. Kindly file the return accordingly and return a filing receipt to me in the enclosed, stamped, pre- addressed envelope. Very truly iy'~ours, S..r ~. 't......___r Michael L. Bangs wks Enclosures cc: Mr. William F. Busch, Jr.