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Home My WebLink About07-09-09,. _ .. J 1505607120 REV-7 500 ~( (0&05) OFFICIAL USE ONLY PA Department of Revenue sway cod. vw FYe NuM! Bureau of Individual Taxes INHERITANCE TAX RETURN 21 0 9 0 3 3 2 PO BOX.281Xi01 Harrisburg, PA 17128-D801 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Sodal Scarify Number Dafe of Death Date of Birth 204 26 8044 03 02 2009 11 10 1933 Decedent's Last Nerve Suffoc Decedent's First Name MI STAHLE MARJORIE A (H Applicable) ErMsr Survivirp Spouse's IMomtatlon Below Spouse's Last Name Suffer Spouse's First Name MI Spouse's Soaal Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS flLL IN APPROPRIATE OVALS BELOW 1. Original Retum ~ 2. Supplemental Retum ~ 3. Remainder Retum (date of deeM pnor to 12.13-e2) 4. LlmRetl Estate ~ 4a. FuNa IMamt Canpromiae ~ 5. Federal Estate Tax Relum Required g Deutlea Died TaslMe (Atladr COpy of yvq ~ T, (D~srAdanlDD s~1s9~+aT~~ LNro 7~ D 9. Total Number of Safe Depostt Boxes 9. Lltlpatbn Proceeds ReceNed ~ 10. aWlw~ean7PJt~CraW~l1-dm~ddrM t ~ 11.Electlon to tax under Sec. 9113(A) (Attach Sch. 0) CORRESPONDENT - TNIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SFK7ULD BE dRECTED TO: Name Deytlms TSkphons Number .TnT,rtac n nnr_an 717 737 8761 flrsn Nerne (N Appliude) 80GAR 6 HIPP LAW OFFICES Flrst Ilrw of addrsn ONE WEST MAIN STREET SstwrM Ilrls of addross Cay or Post Of111x Stab ZIP Code SHIREMANSTOWN PA 17011 corrsspondenese-menaddress: Jbogar~bogarlaw.com USE REOISTF3t OF Oy~y r - Q ~r1 ~ I ~~~ s0 c7 ~7~~ C7 9 ~ ~ ~ DATE LED cr= f° G7 G , C7 r-r ~ rt .Lt t_ C _ ' `; ra. r ~;~ g ~ ~penelties ntl wDmryplsm Dedsr~atlon JJJoLLL`f preparer~odlmerNtli~an Me peDlwnal re~prraelaita6v~e iahbae d on d Isf~ n~b.anEhM Pn'parcr hen al~ry kn~aNedpa. SIGNATU ' PE ON ON31B e R F I RETURN DATE // ~ Mark A. Stahle ~] - ~ . ~OOQ New Jamey D. Boger One West Maln Street; Shlremanetown, PA 17011 Side 1 L 1505607120 DATE 1505607120 J -. PA Inheritance Tax Return Signature of Additional Fiduciaries StahleEMahorleA. 121-09-03 2BER Under penaltiaes of perjury,l deGare that I have examined thla return, inGuding accompanying schedules and statements, and to the best of my knowletlge end belief, d is true, rrect and complete. DeGaretion of preparer other than the personal representative is based on all info"nation of which proparer has any kngw~dge. /I , Addreaal l°tr Address2 Cky, State, Zlp 9 C Date ~ L O Signature #2 Name "~ r' 6976 Val Road ,' REV-1500 EX o.roa.m•.u.o.: Marjorie A. Stahle Decedent's Social Secudty Number 204 26 8044 RECAPITULATION 1. Real Estate (Schedule A) ........................................................................................ .. 1. 2. Stocks and Bonds (Schedub B) .............................................................................. . 2. 3 7 9. 7 3 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. 61 , 617.5 3 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............ . 6. 6 , 9 8 8 . 0 4 - 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schaduki G) ~ Separate Billing Requested ............ . 7. 3 7 9 0 9 9. 7 5 r 8. Total Grose Asssts (total Lines 1-7) ....................................................................... . S. 4 4 8, 0 8 5. 0 5 9. Funeral Expanses & Administrative Costs (Schedule H) ................................ ......... 9. 9 , 7 5 7 . 5 8 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ....................... ......... 10. 3 7 . 0 0 11. Total Dsduetlons (total Lines 9 & 10) ............................................................. ......... 11. 9 , 7 9 4 . $ 8 12. Net Valw of Estate (Line 8 minus Line 11) .................................................... ......... 12. 4 3 8 , 2 9 0 . 4 7 13. Chadtabb and Govemrtrontel BequeslslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................................ ......... 13. 14. Net Valw Subjsd to Tax (Line 12 minus Line 13) ........................................ ......... 14. 4 3 8 , 2 9 0 . 4 7 TAX COMPUTATbN -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rete, or transfers under Sec. 9116 (a)(1.2) X .00 0 . 0 0 15. 16. Amount of Line 14 taxable 1 s at lineal rate X •045 4 3 8, 2 9 0. 4 7 . 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 1 f). 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. 1505607220 1505607220 Slde 2 0.00 19,723.07 0.00 0.00 19,723.07 1505607220 J ~, REV-1500 EX Page 3 Decedent's Complete Address: FlkNumber 21-09-0332 DECEDENTS NAME MarJorie A. Stahle STREET ADDRESS 1000 Fourth Street CITY New Cumberland STATE PA ZIP 17070 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credks/Payments A. Spousal Poverty Credk B. PriorPaymeMS 18,881.75 C. Discount 983.25 Total Credits (A + B + C) 3. InterestlPenaky ff applicable p, Interest E. Penalty (1) 19,723.07 (2) Total InteresUPenalty (D+ E) (3) 4. H Line 2 is greeter than Line 1 + Line 3, enter the difrerence. This is the OVERPAYMENT. (4) Check box on Paps 2 Uro 20 to request s refund 5. ff Lina t + Line 3 is greater than Line 2, enter the difteronce. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 19,885.00 58.07 58.07 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a Vansfer and: Yes No a. retain the use or income of the property trensferted :.................................................................................. x b. retain the right to designate who shall use the property trensferred or its income :.................................... x e. retain a reversionary interest; or .................................................................................................................. x d. receive the Promise for Iffe of either peymeMS, benefits or care? .............................................................. x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate considerefion7 ....................................................................................................................... ^x ^ 3. Did decedent own an "in trust for or payable upon death bank aaount or seeudty at his or her death?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a benefidary deaignation? ...................................................................................................................... Q ^ IF THE ANSWER TO ANY OF THE ABOVE OUESTONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 hansfers 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 hansfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)j. The statute does not exemot a hansfer to a surviving spouse from tax, and the statutory requirements for disdosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benefidary. 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 p2 P.S. §9116 (a) (1.2)). The taz rete Imposed on the net value of trensfers 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) p2 P.S. §9116 (a) (1 )J. The tax rate imposed on the net value of transfers to or for the use of the decedents siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Sedion 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B STOCKS & BONDS cae,oawRxTn aF rEnaertvwu eaERnu1CE TAXaETUnN aE9ElENT OEGEOBlT ESTATE OF FILE NUMBER Stahie, Madorle A. 21-09-0332 we pepMyloiaeycw„W wllh dote er.wwva,.alp nW e. tlbuoeed on sarawe F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 23 shares of Met Life - Hhjtorical Price Lookup 16.51 379.73 attached. TOTAL (Also solar on Line 2, Recapitulation) 379.73 (If more space is needed, additional pages of the same s¢e) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule B (Rev. 6-98) MetLife -Investor Relations -Historical Price Lookup Page 1 of 1 `, Historical Price Lookup Symbol MET (Common Stock) Seleet Date March ~' 02 2009 ~_ Look Up;Prlce~. - Results Date Requested 03/02/09 Closing Price $16.51 Volume 18,548,000 Split Adjustment Faetor 1:1 Open $17.24 Day'a High $18.86 pay's Low $16.38 CopYhgh[ O 2008 MarketWetch, Inc. All nphfs reserved. Please see our Terms of use. Desipnsd and powered by Dow ]ones n nt w Hens Intraday date provided by IntenctNe Dots seal Time ~•Mees sntl subiect to the Te-^s of lu. Intraday date is et least 20-minutes tleleyed. All times are Er. Histonral and current end•oFday data Drovided by tnr....~tne n.te pdc ~a and Rer±renee Data. Privacy Policy Legal Notices Copynght 2003-06 McWpolltan Life Insurance Company p1V, NY -All Righ[s Reserved PEANUTS Copyright United Feature Syndicate, inc. http://investor.metlife.com/phoenix.zhtml?c=121171&p=irol-stocklookup_pf&t=HistQuote 5/20/2009 e e e e~ I \ ~~. a ~~ a t MARJORIE A STAHLE AcaOUM Market Vslus Stock Price as of n 1G zoos Total Market ' value $33dID $751.53 The eggregttte amount paid to Nl Trust Benefkiaries In this distribution is $180,304,989.34. Investor ID ~ 8065 8076 3674 2008 Dividend Summary Rocord Date Toth Trust Interests Dividend per Trust Interest Current Distribution 11/10/2008 23.0000 $0.74 $17.02 payable Date TeX Wkhheld Net Distribution prior Year Distribution 12/15/2008 $0.00 $17.02 Y17.02 For Inquiries about your aCCOUrd, you may Waft W1V\V.brtymellon,coMshareowner/tsd, or call 1-80Dfi4&3593. TruN BeneSelary Inlormetlon Vou may purchase or nil aharae of MstLifs, Inc. common Nock through the Metlife Pdicyholder TrUN Uhe 'Trust'), hee of any commissions or other foes, under the MetLife Purchase antl SW Program, as amendetl. A copy of Ne brochure deacdDing the program is awilabk on the Imerrlet at www.medife.com by nbcting Investor flelatiom and then the Shareholder SsrWCea Information gaga, a by cN9ng the number listed above. You are permitted to trahefer your TIYN Intsresta only in the circumstances described in the brochure. You may also instruct that NI (but rwt ltus than Np of your shares of MstlJk, Inc. common stock held by the TruN be whhdrawn hom me TlYN. Information regarding your wkhtlrawel rigMa may De lound in the Purchase and Sale Brochure or by calling the number listed above. An annual shareholders' meNing to elect membem of the Board of Diroctaa of MNL9e. Inc. and for the transaction of other Dusinesa is expected to De heW on Apol 28, 2009. The deatlline for submMing shushoWer proposals for conaidarNbn at this me~in9 is November 58, 2009. A copy d MNL'de. Inc•'s annual report antl proxy statement will be avNkbb hw M charge on or bNore March 01. 2009, along wkh other Metla0. Inc. and TNN 9linge under foderN escurXiea laws, C) on the InternN N www.met9fs.eom by aNecting About Us. Corporate Governance, under Related Links; (ii) by wr8inp to MNL9e, Inc., c(o BNV Melbn Shereownar Servieea, PO Box 359147, Pittsburgh, PA 15252.8147 ru (iii) by caging tM number IiNed above. These and other SEC alinpa by MetLrfe and tM Trust ue abo avnilaDle on tM Internet N www.sec.gov. Please Note: Important 2008 Tax Information MetUfe FORM t099-DIV. U.S. TAX INFORMATION FOR 2008 OMB NO. 1545-0110 DIVIDENDS/DISTRIBUTIONS COPY B FOR RECIPIENT RECIPIENT'S TOTAL ORDINARY IDENTIFICATION NUMBER DMDENDS OUAUFlED DMDENDS FlSERALINCOMETA%xnTHHELD XlA B %16 X4 204-28-8044 $17.02 $17.02 $0.00 PAYER'S NAME PAYER'S FEDER14L IDENTIFCATION NUMBER BNY MELLON SHAREOWNER SERVICES AS CUSTODIAN OF THE METUFE POLICYHOLDER TRUST 51.6516967 SECURITY DESCRIPTION TO WHOM PAID TRUST INTERESTS MARJORIE A STAHLE REPORTED BY 1000 4TH ST NEW CUMBERLAND PA 17070-1812 MELLON INVESTOR SERVICES 480 WASHINGTON BOULEVARD JERSEY CITY, NJ 07310 IMPORTANT 2008 TAX INFORMATION FOR INFORMATION REGARDING THE ABOVE, CALL 1A17o-84P3593 Thle 4lmponan[ tax Mtomutbn end la bNtp turntehed to the InNmei Rawnue 6ervice. Box 4 -Shows Mdup wahhoWinp. Fw exempla, a payer ravel Daekup wimholtl an cenein pey- H you aro roqulrotl to BN • rHUm, • negli9enn peneay or otMr onedon may M menn eta 28X nu X you Gtl not pNS your taxpayer itlentaiation number Ip tM payer. See Imposed on you II Mia Inrome b tenbh mtl tM IRS IMterminn met X hu no1 Men form W-8, Mqueel br TaxpAwr IdentHxrollon NUTMr ens CenHkedon, for inlodMtlon on ropoMtl. Mckup witkaMhq. Include eve amount on your income tax rolurn as lax wilnnald. Box to -Snows total ordinary dWitleMa Hut ero texeWa. Irldutla this emounl on line Be of Forth 1010 or 1ps0A. Also, repM II on Schetlula B (Form 10601 or Sel„Idub 1 (Form 1060A), it required. TM amount anown may M A dietriDUlion born an employee stock ownership plan (ESOP). Report H es a dlvWeM on your Forth t0s0/1p60A, Dut troet tt v a plan tleblDUHOn, not ea inwslment Income Iw any otMr purpose. Box 1B -Snows IM pONOn Ol the amount N Dp% 1A aul may W elipiba for Hw 15X or zero capital 9v^e robs. Sae Vre Form 101pn WOA NeWCtiona Iw how b tlotertnire Na amount. Repon lM a89wN amount on ar,e W, Forth 1De0 w 1060A. Nomlroea. II Ihk form ir,dutles empunte belonging to ewlher parson, you are rnmkeretl a nominee racipisnl. You maN Ble Form tOBB-DIV wHh Ina IRa for escn of me Omer owrwrs to eMw their sNre of ale ircwne, end you must famish a Form tOBB-DIV to e¢h. A hwbentl or wHe a not rpulrad to Ob s rominea velum to show emounls owned by Iha other. See the 2008 General InsINCUOna for Forma 1099, 1098, 5698, enb W-2G. Please Deposit the Enclosed Dividend Check Immediately SCHEDULE E CASH, BANK DEPOSITS, >li MISC. PERSONAL PROPERTY coMADM~E+~TN a, rennanvu+U ,s,aemu,car~,casnaw aaea>Frrrceomwr ESTATE OF FILE NUMBER Stahle, Marjorie A. 21-08-0332 I,Ch,de aie aoc.xk a apubn w an aw a. proaxfs wa,. nrwsa ey ms aura. All propargial,nlyownaa rMh tlw dynawN,aflap,aw a dbelaaad an aelnduia F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Aurora Benefk Asset Account -This ht a checking account which represents a 60,707.53 payout of an annuity owned try Robert J. Stahk, who died May 10, 2002. Marjorie A. Stahle, the Decedent herein, was the beneflclary of said annuky, A date of death valuation has been requested from Aurora, but has not been received. Based upon communications wkh Aurora, k ht not antleipated that a date of death valuation will be forthcoming. Therefore, the value Ihtted on the statement dated Mareh 25, 2009 has been utilized for purposes of this return. Sovereign Bank -Various accounts per Apr1114, 20091etter as provided try 0.00 Sovereign Bank, a copy of which ht attached hereto and incorporated herein. k ht to be noted that all accounts reported by Sovereign Bank, wkh the exception of IRA Account No. 0358004405, were closed wkh the proceeds being used to pay medical and nursing home care bills for the Decedent, Marjorie A. Stahle. Furniture -Sold at private sale ~ 300.00 Commonweakh of Pennsylvania - 2008 PropsrtylRent Rebate ~ 250.00 IRS -2008 Personal Income Tax Refund ~ 350.00 TOTAL (Also enter on Line 5, Recapitulation) I 61,617.53 (tt more space u neetled, additional papas of the same sfu) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule E (Rev. 6.96) 216 Aurora Benefit Asset Account Insurance Services #909 r P.O. Box 570 Rockland, MA 02370-0570 AURORA BENEFIT ASSET ~A C C O U K T MARJORIE ANN STAHLE Paq. 1 1000 FOURTH ST NEW CUMBERLAND PA 17070.1812 500046656 3 15/2009 PRIMl1RY STATEt46NT 1,,,111,,,Ill~~d„.III,,,,~,lll,~l,,,,ll~,l,lll~~~fl„~~~ll~l Accot~rtT tatmmER cLOS1NC DATE TA8 ID NO: - - AURORA BENEFIT ASSET ACCOUNT NO. 500046656 Si1L71NCE CREDITS CFRC1t3 AND D ITS. 8ALANC& LAST STATffidffiiiT NO. 'TOTAL AMOUNT ~NO. TOTAL AMOUNT THZ3 STATffi4ENT 69,684.21 1 23.32 1 9,000.00 60,707.53 accot7NT TRAr~sACTroNs DATE........... AMOVxT ....... ......s~,LANCE... aascRl~rxoN 02/24 ~ 9,000.00- ~ 60,664.21 CR6 108 03/14 23.32 60,707.53 CREDIT-IIiTEREST &Fd DATE 03-15-09 RATE SISTORY DATE.... ........ RATE DATE............ RATE DATE .....:.......RATE 02/16 0.4906 03/02 0.4706 k*++44 CURRENT INTEREST RAT$ 0.4704 ++++++ ++++++ INTEREST CREDITED YEAR-TO-DATE 120.65 ++++++ ++++++++++ END OF STATEMENT ++++++++++ NOTICE: see reveran aide for reconciliation of this statement and Important information. 909-50 == Sovereign Bank MAl MB3 02-10 Court Ordered Processing P,O. Box 841005 Boston, MA 02284 April 14, 2009 James D. Bogar Attorney at Law One W. Main St. Shiremanstown, PA 17011 Estate of: Marjorie A. Stahle Date of Death: March 2, 2009 Dear Mr. Bogar: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any fiuther questions, please do not hesitate to call. Very truly yours, ~-~.~.~, Linda Spavento Team Leader Court Order Processing Phone (617) 533-1789 Fax (617) 533-1931 Sovereign Bank ESTATE OF Marjorie A Stable SOCIAL SECURITY #: 204-26-8044 DATE OF DEATH: Mazch 2, 2009 Account #: 0358004406 Type: IRA Open date: 2/22/1985 In the name of: Marjorie A Stable Date of Death Balance: $11,881.45 Int.(YT'D) from 1/1/2009 to 2/28/2009 $77.78 Accrued interest to date of death: $3.97 Other Info: Beneficiary: Mazk A Stable, son Account #: 0771039891 Type: Money Market Open date: 3/20/2000 In the name of: _Marjorie A Stahie or Mark A Stable Date of Death Balance: $0.00 Int.(YTD) from 1/1/2009 to 1/9/2009 $0.00 Accrued interest to date of death: $0.00 Other info: closed 1/9/09 for $4,715.30 Account #: 0771102119 Type: Checking Open date: In the name of: Marjorie A Stable or Mazk A Stable Date of Death Balance: $0.00 Int.(I'T'D) from 1/1/2009 to 1/9/2009 $0.00 Accrued interest to date of death: $0.00 Other Info; closed 1/9/09 for $10.02 Account#: 0358009231 Type: IRA Open date: 6/1/1982 In the name o£ Marjorie A Stable Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 5/l5/08 for .10 (IRA distribution) Account#: 0358009603 Type: IRA Open date: 1/11/1983 In the name of: Marjorie A Stable Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 3/15/08 for .72 (IRA distribution) 8/14/2007 Page 1 of 2 Sovereign Bank ESTATE OF Marjorie A Stahle SOCIAL SECURITY #: 204-26-8044 DATE OF DEATH: Mazch 2.2009 Account #: 0358011997 Type: IRA Open date: 3/12!1984 In the name of: Marjorie A Stahle Date of Death Balance: $0.00 Int.(Y'TD)from 1/1/2009 to 2l19J2009 $5.77 Accrued interest to date of death: $0.00 Otherlnfo; closed 2/19/09 for $1.797.52 Page2of2 coMJDNNEALTN oc reNNmvANu NNERRANCE TAX RENRN REeUBlr pEC®ENf SCHEDULE F JOINTLYAWNED PROPERTY ESTATE OF FILE NUMBER Stahle, Marforie A. 21.09-0332 n an ~atwes nrbJol,awMen ona y.ar of ma dcwtlwlra ear etdcMh, n nrM as npeebd an Muse. e. SURVMNG JOINT TENANT(S) NAME B. C. JOINTLY OWNED PROPERTY: ADDRESS 209 Rosemont Avenue New Cumberland, PA 17070 RELATIONSHIP TO DECEDENT ~'EM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FIWWCW.INSiiiUfION AND SANKA000UNT NUMBER OR SIMILAR IDEN7IFYING NUMBER ATTACH DEED FOR JOINRVJ7ELD REAL ESTATE. DATE OF DEATH ALUE OF ASS %OF DECD'S INTEREST DA ~~~TN DECEDENTS INTEREST 1 A 10/29!200 Commerce Bank -Checking Account No. 13.976.08 50.000'16 6,986.04 536142815; principal balance 513,975.62; accrued Interest 50.45; date of death balance;13,878.08. TOTAL (Also enter on Line 8, Rscapitulatlon) I 8.988.04 (It more space is neetletl, atlditlonal pages of the came size) Copyright (c) 2002 form software ony The Lackner Group, Inc. Fonn PA-7800 Schedule F (Rev. 6-98) ~ !~ April 10, 2009 James D. Bogar Attorney At Law 1 W Main St Shiremanstown PA 17011 RE: Estate of: Marjorie A. Stahle Tax Ident~cation Number. 20426-8044 Date of Death: March 2, 2009 To Whom It May Concern: Commerce CBank This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number. 536142615 Date Opened: 10/29/2002 Primary Owner: Marjorie A. Stahle Secondary Owner: Mark A. Stahle (added at opening) Date of Death Balance: $13976.08 Accrued Interest: $0.46 Principal Balance: $13975.62 Please feel free to contact me at (717) 412-6127 if I may be of further assistance. Sincerely, Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg PO Box 4999 3801 Paxton Street Harrisburg, PA 17111-0999 commercepc.com , RawlalO,IXtf6Aa) SCHEDULE G INTER-VIVOS TRANSFERS 8 MISC. NON-PROBATE PROPERTY COMAOMV.RLLTH a(pwHanvAHu MHe!?ANCE TA%RETURN REaDENT0ECE0ENi ESTATE OF FILE NUMBER Stahle, Marjorie A. 21-09-0352 Thb atlrefN,b mwt fb wrr,pbted aritl (hd Y tl,s answer W any of gxslora 7 ttra„Oh 4 m On revarae sitle of ttro REV-1500 COVER SHEET b yes. ITEM NUMBER INCLUDE NAME OF TRANSFEREE, THEIR REUTIONSHIP TO DECEDENr AND 7HE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET x of DECirs INTEREST ExaustoN (IFAPPLICABLE) TAXABLE VALUE 1 Sovereign Bank -IRA No. 0358004406 -date of 11,885.42 11,885.42 death balance 511,881.45; accrued Interest 13.97. The named benefMiary of this IRA account k- the Decedents son, Mark A. Stah{e 2 Sun LHe Financial -Date of death surrender 50,348.94 50,348.94 value was 550,348.94. This Is a fixed rate annuity. The Decendents childron, Mark A. Stahie and Karen L. Start are the beneftclsries o9 this annuity. 3 Transamerica Annuity -date of death value per 117,484.19 117,484.19 attached statement was 5717,484.19. The proceeds of this Annuity were paid directly to the named beneflclaries, Mark A. Stahle and Karen L Stare. Total of Continwtltm Schedules see attaeMd TOTAL (Also enter on Line 7, Reeapltulatlon) I 378,089.75 (If more space is needetl, addttbnal pa9ea o! the name size) Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1600 Schedule G (Rev. 6-98) =~ Sovereign Bank MA] MB3 02-]0 Court Ordered Processing P.O. Box 841005 Boston, MA 02284 April 14, 2009 James D. Boger Attorney at Law One W. Main St. Shiremanstown, PA 17011 Estate of: Marjorie A. Stahle Date of Death: March 2, 2009 Deaz Mr. Bogaz: Per your request, enclosed please find the account information as of date of death for the above-named decedent. Please note the balances do not include accrued interest. If you should have any further questions, please do not hesitate to call. Very truly yo-urs, ~~~CL~ Him-~--' Linda'Spavento Team Leader Court Order Processing Phone (b17) 533-1789 Fax (617) 533-1931 Sovereign Bank ESTATE OF Marjorie A Stable SOCIAL SECURITY #: 204-26-8044 DATE OF DEATH: March 2, 2009 Account#: 0358004406 Type: IRA Open date: 2/22/1985 In the name of: Mariorie A Stable Date of Death Balance: $11,881.45 Int.(YTD) from 1/1/2009 to 2/28/2009 $77.78 Accrued interest to date of death: $3.97 Other Info: Beneficiary: Mazk A Stable, son Account #: 0771039891 Type: Money Market Open date: 3/20/2000 In the name of: M 'orie A Stable or Mark A Stable Date of Death Balance: $0.00 Int.(YT'D) from 1/1/2009 to Accrued interest to date of death: 1 /9/2009 $0.00 $0.00 Otherlnfo: closed 1!9109 for $4,715.30 Account #: 0771102119 Type: Checking Open date: 8/14/2007 In the name of: Marjorie A Stable or Mark A Stable Date of Death Balance: $0.00 Int.(YT'D) from 1/1/2009 to 1/9/2009 $0.00 Accrued interest to date of death: $0.00 Other Info: closed 1(9104 for $10.02 Account#: 0358009231 Type: IRA Open date: 6/1/1982 In the name of: Marjorie A Stable Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 5(15(08 for .10 (IRA distribution) Account #: 0358009603 Type: IRA Open date: 1/11/1983 In the name of: Marjorie A Stable Date of Death Balance: $0.00 Int.(I'TD) from to Accrued interest to date of death: Other Info: closed 3/15/08 for .72 (IRA distribution) Page 1 of 2 Sovereign Bank ESTATE OF Marjorie A Stable SOCIAL SECURITY #: 204-26-8044 DATE OF DEATH: March 2, 2009 Account #: 0358011997 Type: IRA Open date: 3/12/1984 In the name of: Marjorie A Stable Date of Death Balance: $0.00 Int.(YTD) from 1/1/2009 to 2/19/2009 $5.77 Accrued interest to date of death: $0.00 Other Info: closed 2/19/09 for $1,797.52 Page 2 of 2 , i [[iii (I G~ i ~~ !`w Sun ~, Life Financial® June 15, 2009 James D. Bogaz One West Main Street Shiremanstown, PA 17011 RE: Lantern Retirement Advantage Fixed Annuity Contract Number KA12857607-O1 Marjorie Stahle (Deceased) Owner Marjorie Stahle (Deceased) Annuitant Deaz Mr. Bogar, Thank you for your recent request for information regazding the contract referenced above. We are pleased to assist you. This contract was issued on August 14, 2007 with an initial investment of $47,415.67. As of March 2, 2009, this contract had a Suaender Value of $50,348.94. We hope this information has been helpful. If you have any questions, please contact our Customer Service Department at (800) 367-3653. Sincerely, C~ Yvonne Hill Correspondence Representative 79689591 T~ANSAMERICA - L1F8 iNSUlANCB COMPANY Traaaametiea Life Inauraoa Compao7 4333 Sdgewood Road NE PO Boz 3183 Cedar Rapids, Iona 524063183 April 6, 2009 Mark Stahle 209 Rosemont Ave New Cumberland PA 17070 R8: 1-anuity Number(s) 0200AC10439 Dear Mark Stahle: We have received notification, Marjorie A Stahle, annuitant of the above listed non-qualified tax deferred annuity is deceased. Our office wishes to extend sincere condolences for your loss. The following is the current information on this annuity: Annuitant Owner: Primary Beneficiary(ies): Annuity Policy Date: Fu11 Value as of 04/03/2009: Taxable Portion: Full Value as of 03/02/2009: Marjorie A Stahle Marjorie A Stahle Mark Stahle 508 November 14, 1990 $117,888.86 $117,888.86 $117,484.19 The attached document reflects the options available to the beneficiary. The full value as of the date of death is for tax purposes only and is not a guaranteed death benefit amount. Operations performed on an automatic basis when applicable have been terminated, such as; Systematic Payouts or Automatic Billing. The attached document contains general tax information based on Transamerica Life Insurance Company's interpretation and should not be relied upon for your personal tax planning. If you have questions concerning the direct tax consequences when selecting an option, you may wish to consult a tax advisor. M®ba of the `~oW. Croup • Any additional questions regarding this annuity can be directed to the Annuity Service Center at 1-800-553-5957. A Transamerica Life Insurance Company representative will gladly assist you with any questions you may have regarding this annuity and help you meet your financial goals. Sincerely, G~m~~cdo~- UOIN~A- Amanda Vavra Transamerica Life Insurance Company Claims Enclosure(s): Annuity Claimants Statement Death Option Packet Postage Paid Return Envelope Rw-1610 E%~ (6i!) SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ck>MwaNwrxTR OF PENNanva,w continued NX@iRANCE TAX RETURN REEDENT [M!GEOENr ESTATE OF FILE NUMBER Stahle, MarJorie A. 21-09-0332 _ ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENr AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET x of DECD~s INTEREST ExcwsioN (IF APPLICABLE) TAXABLE VALUE 4 Transfer of Real Eshte -All that certain place or 37.800.00 37,800.00 parcel of unimproved land sltuata In the Borough of New Cumberland, Cumberland County, Pennsylvania, having a tax paroel number of 25-25-0008-052A. The properly was acquired by Robert H. Stahle and MarJorle A. Stahle, husband and wHe, by deed dated November 17,1988 and recorded November 19, 1968 In the Cumberland County Recorder of Deeds Offfce In Deed Book "L", Vol. 23, Page 701. the said Robert J. Stahle died May 10, 2002, whereupon full and complete title to the within descWbed real estate became vested fully In Mayorie A. Stahle, surviving spouse, The Decedent herein. Safd properly was trensferred to Mark A. Stahle, Decedent's son, by deed dated September 10, 2008 and recorded September 15, 2008 in the Cumberland County Recorder of Deeds Office at Instrument Number 200831110. A copy of said deed Is attached here and incorporeted herein. The Falr Market Value of this properyy as of the date of Decedent's death was 537,800.00, calculated as follows: County Assessed Value of 530,000.00, times Common Level Ratio of 1.26 = 537,800.00. Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1600 Schedule G (Rev. 6.98) <,~ ~~~~~ Tax Parcel No. 25-25-0008-052A THIS DEED, MADE THE (~~day of ~~~ in the year two thousand eight (2008) BETWEEN MARJORIE ANN STAHLE, single person, of New Cumber- land, Cumberland County, Pennsylvania, Grantor, and MARK A. STAHLE, single person, of New Cumberland, Cumberland County, Pennsylvania, Grantee WITNESSETH,that in consideration of One and No/100 Dollars ($1.00), in hand paid, the receipt whereof is hereby aclmowl- edged, the.said Grantor does hereby grant and convey to the said Grantee, his heirs and assigns: ALL THAT CERTAIN piece or parcel of land situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point on the southerly line of Fourth Street at the westerly line of property now or late of Stuart M. Heagy, Inc.; thence along Fourth Street south 72 degrees, 6 minutes west, one hundred forty-nine and sixty-one one-hundredths (149.61) feet to a point; thence by lands now or late of John E. Fox, Jr., south 5 degrees 30 minutes east, eighty-seven and three one-hundredths (87.03) feet to a point; thence by lands now or late of Benjamin G. Musser and wife, north 72 degrees 6 minutes east, one hundred sixty-eight and eight one-hundredths (186.08) feet to a point; thence by the same by lands now or formerly of Stuart M. Heagy, Inc., north 17 degrees 45 minutes west eighty- five (85 feet to the place of BEGINNING. BEING Lot No. 1 on the Plan of Section A, surveyed for Stuart M. Heagy, Inc., recorded in Plan Book 9, Page 25, Cumberland County Records. BEING the same premises which Robert R. Stahle and Katherine A. Stahle, husband and wife, by deed dated November 17, 1969 and . recorded November 19, 1969 in the Cumberland County Recorder of Deeds Office in Deed Book •L •, Vol. 23, Page 702, granted and conveyed unto Robert J. Stahle and Marjorie Ann Stahle, husband and wife. The said Robert J. Stahle died May 10, 2002, whereupon full and complete title to the within described real estate became vested solely in Marjorie Ann Stahle, surviving spouse, the Grantor herein. UNDER AND SUBJECT, NEVERTHELESS, to the rights of Bell Telephone Company and Pennsylvania Power and Light Company to the mainte- nance and utility lines and service extensions as created by instruments of prior record and further under and subject to Building and Use Restrictions affecting lots on said Plan re- corded in the Cumberland County Recorders Office in Misc. Book 127. page 319. TBIS IS A CONVEYANCE FROM PARENT TO CHILD AND 25, TF~REFORE, ExEMPT FROM THE PAYMENT OF REALTY TRANSFER TA7~3. MARK A. STABLE IS THE SON OF MARJORIE ANN STABLE. AND the said Grantor hereby covenants and agrees that she *,vill warrant specially the property hereby conveyed. IN WITNE53 WHEREOF, said Grantor has hereunto set her hand and seal the day and year first above written. SiQaed, Sealed aa8 Delivered is the Preaeace of -}2ac~ •,~..._ ~-..~ .5"~a 1c ~ ( SEAL ) MARJ RIE ANN STAHLE ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1COURTHOUSESQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 200831110 Recorded On 9!15!'1008 At 8:57:42 AM * Instrument Type -DEED Invoice Number -28889 User ID - RAK * Grantor - STABLE, ROBERT J * Grantee - STAHLE, MARK A * Customer - BOGAR * FEES STATE WRIT TA% $0.50 STATE JCS/ACCESS TO $10.00 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEEDS AFFORDABLE HOIISING $11.50 couNTS ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST S80RE SCHOOL $0.00 DISTRICT NEW CUMBERLAND BOROUGH $0.00 TOTAL PAID $39.50 * Total Pages - 4 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA f RER oi' ,~ ' -Information denoted by an asterisk may change during the verification process and may not be reflected on thts page. II11111111111i1 it 111 l ill TaxDB Result Details DistrictNo 25 Pareel_ID 25-25-0008-052A MapSaffiz HoaaeNo Direction Stmt FOURTH STREET Owaerl STAHLE, MARK A C/O PropType RO PropDeac LivArea CarLandVal 30000 /:brImpVal 0 GbrTotVal 30000 lbrPretVal Acres~e 27 CIGraStat TazEz 1 SaleAmt 1 SaleMo 09 SaleDa 15 SaleCe 20 SaleYr 08 DeedBkPage 200831110 YearBlt HF File Date 12/202005 HF Approval Stelae T Page 1 of 1 Detailed Results for Parcel 25-25-0008-052A in the 2004 Tax Assessment Database $30,000.00 County Assessed Value x 1.26 Common Level Ratio $37,800.00 Fair Market Value http://taxdb.ccpa.neUdetails.asp?id=25-25-0008-052A&dbselect=l 5/20/2009 Rw-1670IX~ (6M) SCHEDU4E G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY °O"tAON"E"LI" °P °EN"s"'v""'A COntj11U8d WERRANCETA%RETUPN REB®EM DECEOHM ESTATE OF FILE NUMBER Stahle, Marjorie A. 21-09-0332 ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RElAT10NSHIP TO DECEDENT AND Tlai DAIS OF TRANSFER ATTACH A COPY OF 1}E DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET x of DecD~s INnEREST ExkxusioN (IFAPPLICABLE) TAXABLE VALUE 5 Transfer of Real Estate -All that certain place or 164,581.20 3.000.00 161,581.20 parcel of unimproved land situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, having a tax parcel number of 25-25-0008-052. The property was acquired by Robert H. Stahle and Marjorie A. Stahle, husband and wife, by dead dated March 1,1956 and recorded March 6,1956, In the Cumberland County Recorder of Deeds Office in Deed Book "Z", Vo1.16, Page 580. The aaid Robert J. Stahle died May 10, 2002, whereupon full and complete tiNe to the within desctribed real estate became vested fully in Marjorie A. Stahle, surviving spouse, the Decedent herein. Said property was trensferred to Mark A. Stahle, Decedent's son, by deed dated September 10, 2008 and recorded September 15, 2008 fn the Cumberand County Recorder of Deeda Office at Instrument Number 200831111. A copy of said deed Is attached hereto and Incorporated herein. The Fair Market Value of this property as of the date of Decedent's death was 5764,581.20.00, calculated as follows: County Assessed Value of 5130,620.00, times Common Level Ratio of 1.26 = 5164,581.20. '(AN EXEMPTION IN THE AMOUNT OF 53,000.00 IS CLAIMED IN ACCORDANCE WITH THE PROVISIONS OF THE INHERITANCE AND ESTATE TAX ACT, BEING 72 P.S. SECTION 9108(c) AND 72 P.S. SEGTION 8107(c)(3)). TOTAL (Also enter on Line 7, Recapitulation) Copyright (c) 2002 form software only The Lackner Group, Inc. 378.088.75 Form PA-1600 Schedule G (Rev. 6.98) ~~~~\ ~~~~,d Tax Parcel No THIS DEED, MADE THE BET'9QEEN and 25-25-0008-052 )D~ day of in the year two thousand eight (( D0~ MARJORIE ANN STAHLE, single person, of New Cumber- land, Cumberland County, Pennsylvania, Grantors , MARK A. STAHLE, single person, of New Cumberland, Cumberland County, Pennsylvania, ' Grantee: T~ITNESSETH, that in consideration of One and No/100 Dollars ($1.00), in hand paid, the receipt whereof is hereby acknowl- edged,.the said Grantor does hereby grant and convey to. the said Grantee, his heirs and assigns: ALL THAT CERTAIN piece or parcel of land situate in the Borough of New Cumberland, Cumberland County, Pennsylvania, bounded and described as follows, to wit: BEGINNING at a point at the southwest corner of Fourth Street and Hillside Road; thence westwardly along the southerly line of Fourth Street one hundred forty-five and twenty-five one-hun- dredths (145.25) feet to a stake at line of other lands now or formerly of Grantor; thence southwardly, at right angles to Fourth Street, seventy-five (757) feet to a stake; thence east- wardly parallel with Fourth Street one-hundred forty-five and twenty-five one-hundredths (145.25) feet to a stake in the westerly line of Hillside Road; thence along Hillside Road northwardly seventy-five (75) feet to the place of BEGINNING. BEING the northeast portion of Plot No. 8 on Plan No. 2 of Rosemont, said Plan being of record in the Cumberland County Recorder's Office in Plan Book 1, Page 96. HAVING ERECTED THEREON a one-story brick and frame, ranch-type dwelling, being known and numbered as 1000 Fourth Street, New Cumberland, Pennsylvania. BEING the same premises which Robert J. Stahle and Marjorie Ann Stahle, husband and wife, by deed dated March 1, 1956 and re- corded March 6, 1956 in the Cumberland County Recorder of Deeds Office in Deed Book •Z", Vol. 16, Page 580, granted and conveyed unto Robert J. Stahle and Marjorie Ann Stahle, husband and wife. The said Robert J. Stahle died May 10, 2002, whereupon full and complete title to the within described real estate became vested solely in Marjorie Ann Stahle, surviving spouse, the Grantor herein. ISIS I3 A CONVEYANCE FROffi PARENT TO CHILD AND IS, THEREFORE; EXE1~T FROffi TBE PAYMENT OF REALTY TRANSFER TAXES. NARK A. STABLE IS THS SON OF MARJORIE ANN STABLE. AND the said Grantor hereby covenants and agrees that she will warrant specially the property hereby conveyed. SN WITNESS WHEREOF, said Grantor has hereunto set her hand and seal the day and year first above written. SiQaed, Sealed aad Delivered in tha Preseaca of ynn...6y~, G~.... ~~~-~- csEAL) MARJORIE ANN STAHLE COMMONWEALTH OF PENNSYLVANIA COUNTY OF C(,,,,,,aq,~,,,y{,, SS. On this, the /D~-day of ~tv„~..i„~/ 2008, before me, the undersigned officer, personally appeared MARJORIE ANN STAHLE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. seal. IN WITNESS WHEREOF, I hereunto set my hand and official WOLA 806AN. MOMA1' MIBUC $~IMSfONX BORD, gIYBEpI11XU COUKfl' Nea~Ea~sU,mn I 'k-e~~G /ao-~.6c...i (SEAL 1 Notary Publ c M Commission Tres: ~"0"m""" e# ~vv ~~• ~, ... , I do hereby certify that the precise residence post office address of the within named grantee is: 209 Rosemont Avenue, New Cumberland, PA 17070 Ib , 2008 ~"N J S D . B Attorney f Grantee (N. T. S. ) and complete ,~ ROBERT P. ZIEGLER RECORDER OF DEEDS CUMBERLAND COUNTY 1COURTHOUSESQUARE CARLISLE, PA 17013 717-240-6370 Instrument Number - 200831111 Recorded On 4/15tS008 At 8:57:43 AM * Instrument Type -DEED Invoice Namber - 28889 Uaer ID - RAK * Grantor - STAHLE, ROBERT J * Grantee - STA131.E, MARK A * Customer - BOGAR * FEES STATE WRIT TAR $0.50 STATE JCS/ACCESS TO $10.00 JUSTICE RECORDING FEES - $12.50 RECORDER OF DEEDS AFFORDABLE HOUSING $11.50 COt7NTY ARCHIVES FEE $2.00 ROD ARCHIVES FEE $3.00 WEST SHORE SCHOOL $0.00 DISTRICT NEW CUtdBERLAND HOROIIGH $0.00 TOTAL PAIII $39.50 * Total Pages - 4 Certification Page DO NOT DETACH This page is now part of this legal document. I Certify this to be recorded in Cumberland County PA a d/ ~~ RECORDER O D DS '- Informatioe denoted by as uteriak may change during the verification process end may not 6e reflected on tbis page. 0011V8 111111 ~iiNIIIIIIIIII TaxDB Result Details Page 1 of 1 Detailed Results for Pazcel 25-25-0008-052. in the 20114 Tax Assessment Database DistrictNo 25 Parcel ID 25-25-0008-052. MapSuffiz HouseNo 1000 Direction Street FOURTH STREET Owner/ STAHLE, MARK A C/O PropType R PropDeac & HILLSIDE DRIVE LivArea 1387 CarLsndVal 30000 GtiuimpVel 100620 GbrTotVal 130624 GtirPrelVal Acreage 25 C1GrnStat TazEz 1 SakAmt 1 SaleMo 09 SaleDa 15 SaleCe 20 SaleYr 08 DeedBkPage 200831111 YearBlt 1954 HF File Date 12/27/2008 HF Approval Statns D $130,620.00 County Assessed Value x 1.26 Common Level Ratio $164,581.20 Fair Market Value http:!(taxdb.ccpa.netldetails.asp?id=25-25-0008-052.&dbsclect=1 5/20/2009 ' REV-0167 ~7(+11YK) COMMONVJENLTH OF PENNSYLVANIA INHE~S~~EM DECED~NT~ SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Stahle, Marjorie A. 21-08-0332 Debts or aeceaem mus[ oe reporaw on scneaura I. ITEM DESCRIPTION I AMOUNT NUMBER A FUNERAL EXPENSES: See continuation schedule(s) attached B. ADMINISTRATIVE COSTS; 1. Personal Representative's Commissions SoGal Sewdly Number(s) / EIN Number of Personal Street Address City State __ Zip Year(s) Commission paid 2. Attorneys Fees Boger & Hipp Law Offices 3, Family Exemption: (If decedents address is not the same as Gaimant's, attach explanation) Claimant Steet Address City State Zip _ Relationship of Claimant to Decedent 496.38 6,300.00 4. Probate Fees 318.00 5. AkxauntanYs Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 2,643.20 See continuation schedule(s) attached TOTAL (Also enter on One 9, Reeapitulatian) 9,757.58 Copyright (e) 2002 form software onty The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Stahle, MarjoHe A. 21-09-0332 ITEM DESCRIPTION AMOUNT NUMBER Funerel Exoenses 1 Giant -food for funeral luncheon 97.13 2 Royere -flowers for funeral 201.25 3 Stone and Murray Funeral Home -balance of funeral blli after prepaid amount was 188.00 applied. H-A subtotal 488.38 Other AdmMlstrative Costs 4 A to Z Tax Service - fee to prepare 2008 federal and state personal income tax 97.00 returns 5 Register of Wills -additional short certificates 24.00 8 RESERVES: -Costs to conclude administration of Estate, Including filing of PA 2,500.00 Inheritance Tax Return and Inventory, Accounting, 2008 Personal Income Tax Retums and Fiduciary income Tax Retums 7 US Postal Service -certified mall re annuity 11.39 8 U3 Postal Service -certified mall re annuty 10.81 H-B7 Subtotal 2,643.20 Copyright (c) 2002 form software only The Lackner Group, Inc. Fonn PA-1li00 Schedule H (Rev. 6-98) SCHEDULE DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS co~uaRxEU.rH of raasvwu+w M191R.WCET/~llPETURN REBOERT DECEpkM ESTATE OF FILE NUMBER Sfahle, Marjorie A. 21-09-0332 Inavd uR.xmuwa m.aw.xp.a.... (tt more space is neede4 atltll0onal papas of the same size) Copyright (c) 2002 forth sofhvare only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) aEV•+sta ok• ryml SCHEDULE J C0^';"~"~,,,~ °F,~E,~",;,~;""'" BENEFICIARIES RESIDEM DECEDEM ESTATE OF FILE NUMBER Stahle, Marjorie A. 21-09-0332 NAME AND ADDRESS OF RELATIONSHIP TO ENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER pERSON(S)RECENING PROPERTY ~~~ (Words) ($$$) I TAXABLE DISTRIBUTIONS [indude outright s ousel • na °seces3>1s~~(1n~ra Mark A. Stahle Son One-haH of 208 Rosemont Avenue rest, residue New Cumberland, PA 17070 and remainder Karen t.. Start Daughter One- haH•of 18875 Valley Road rest, residue Stewartstown, PA 17363 and remainder Total Enter dollar amounb for distributlons shown above on lines 5 throw h 1 B, as appropn ate, on Rev 1500 cove r sheet II NON-TAXABLE DISTRIBUTIONS: A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 covER sritE i ) v.w Copyright (c) 2002 form software only The Lackner Group, Inc. Forth PA-1600 Schedule J (Rev. 6-98) LAST WILL AND TESTAMENT OF MARJORIE A. STAHLE I, MARJORIE A. STAHLE, of New Cumberland, Cumberland County, Pennsylvania, make, publish and declare this ae and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, unto my husband, ROBERT J. STAHLE, provided he survives me by sixty (60) days. SECOND Should my husband, ROBERT J. STAHLE, prede- cease me or die on or before the sixty-first (61st) day following my death, I devise and bequeath all the rest, residue and remain- der of my estate of whatever nature and wherever situate, includ- ing any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to __my children, MARK_A-.-STAHLE and KAREN L:-STARK, provided that should either of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving child as provided herein. THIRD: Should any of my grandchildren not have attained the age of twenty-two (22) years at the time for distri- bution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild~s post- • ~ ~• 1 high school education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren, shall take into consideration any income or other resources available to my grandchildren from sources outside this Trust . Any income or principal not so applied shall be dis- tributed to each grandchild when he or she_attains.the age of _ _ twenty-two (22) years. In the event any of my grandchildren die prior to the termination of the Trust established herein for their benefit, the interest of my grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's brothers and sisters or the separate trusts established hereunder for their benefit and, in 'the absence of any brothers and sisters, to my other grandchil- dren in equal shares. FOIIRTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries _.._ -- _ _ . _.. _. _ -acting hereunder-the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, 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 (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- 2 ~I _~ t aion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted _ in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I nominate and appoint MARK A. STAHLE and KAREN L. STARK, or the survivor as between them, as Trustees of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. 3 ,. SIXTH I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SEVENTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any _. _ __ __ __ _ beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. EIGHTH: I nominate and appoint my husband, ROBERT J. STAHLE, Executor of this, my Last Wi11 and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said ROBERT J. STAHLE, I nominate and appoint MARK A. STAHLE and KAREN L. STARK, Co-Executors of this, my Last Will and Testament. I direct that my Executor or Co- Executors, Trustee or Trustees, as the case may be, and their successors, shall not be required to poet security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ,3 ~ day of ~` ,-~~ 2002. /~ /,, `U~~' _1-82c-c.Lf. ~~1~ _ (sEAL> MARJ IE A, STAHLE Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the 4 . , ,. .• presence of each other, have hereunto subscribed our names as attesting witnesses. ~ /~ rF/./ ~ Address ~rmn~.e ~ LL2~Q~cymD Address 5