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HomeMy WebLinkAbout10-07-09 505607121 REV- I ~OO EX (06-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PoBOx2aosol INHERITANCE TAX RETURN 2 1 0 9 8 6 5 Harrisburg PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 3 0 2 2 2 5 6 6 0 8 1 9 2 0 0 9 0 2 1 9 1 9 2 5 Decedent's Last Name Suffix Decedent's First Name MI C O O M B S F R A N C E S T (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI C O O M B S J R R O Y E Spouse's Social Security Number 0 2 9 1 8 7 3 0 6 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Retum Required death after 12-12-82) QX 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D A V I D R G E T Z E S Q U I R E 7 1 7 2 3 4 4 1 8 2 Firm Name (If Applicable) rv --- - `--~ -- - - - ='----- REGISTER OF WIbLS USE ONLY W I X W E N G E R & W E I D N E R First line of address 5 0 8 N S E C O N D S T Second line of address P O B O X 8 4 5 City or Post Office H A R R I S B U R G State ZIP Code -~ ._, ---f I ' -J - ---, _ _o DATE FILED "- P A 1 7 1 0 8 0 8 4 5 -'7 _~ .~ . .7 "i _.. .i ~. ~ } t.y: _.i / --.t Correspondent'se-mail address: DGETZ@WWWPALAW.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. S.IO~IAI~JRE OF PERSQN RESPONSI LE F R FILING RETURN D TE ADDRE~~ 1105 COUNTRY CLUB ROAD CAMP HILL PA 17011 SIGNAT R F PREP~ARER-E3jTHER T REPRESENTATIVE DATE ADDRESS PO BOX 845 HARRISBURG PA 17108 PLEASE USE ORIGINAL FORM ONLY Side 1 1505607121 1505607121 J J 1505607221 REV-1500 EX Decedent's Name: FRANCES T• C O O M B S Decedent's Social Security Number 1 3 0 2 2 2 5 6 6 RECAPITULATION 1. ..................................... Real estate (Schedule A) ... 1 0. D D 2. Stocks and Bonds (Schedule B) ............................... ... 2. 3 4 4 1 5 9. 3 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. D • D D 4. Mortgages & Notes Receivable (Schedule D) ..................... ... 4. 0 • D 0 1 9 6 5 6 • 7 7 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) ^ Separate Billing Requested .... ... 7. 8. Total Gross Assets (total Lines 1-7) ........................ ... 8. 3 6 3 8 1 6. D 7 9. Funeral Expenses & Administrative Costs (Schedule H) . ..... ........ .. 9. 2 5 D 2 • D D 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .. ........ .. 10. 11. Total Deductions (total Lines 9 & 10) ............ ..... ........ .. 11. 2 5 0 2 • 0 D 12. Net Value of Estate (Line 8 minus Line 11) .......... ..... ........ .. 12. 3 6 1 3 1 4 . 0 7 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. 3 6 1 .3 1 4 ,- 0 7 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 .o _ 3 5 1 3 1 4 0 7 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .o_ 0. 0 0 16 0. 0 0 17. Amount of Line 14 taxable 1 0 0 0 0 0 0 1 2 0 0 0 0 at sibling rate x .12 17. . 18. Amount of Line 14 taxable 0 0 0 0 0 0 at collateral rate x .15 . 1 g . 1s. Tax Due ................................. ..... ........ ..19. 1 2 0 0. 0 0 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505607221 1505607221 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 09 865 DECEDENT'S NAME FRANCES T. COOMBS _ STREET ADDRESS 1105 COUNTRY CLUB ROAD CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: t. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 60.00 3. InteresUPenalty if applicable D. Interest E. Penalty (1) 1,200.00 Total Credits (A + B + C) (2) 60.00 Total InteresUPenalty (D + E } 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (3} (4) (5) (5A) 0.00 0.00 1,140.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 1,140.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ ^X b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X c. retain a reversionary interest; or ................................................................................................ ^ d. receive the promise for life of either payments, benefits or care? ....................................................... ^ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... ^ 3. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ......... ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. ^ ^X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the sun+iving 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX + (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FRANCES T. COOMBS 21 09 865 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MERRILL LYNCH NON-RETIREMENT INVESTMENT ACCOUNT 344,159.30 ITEMIZATION ATTACHED TOTAL (Also enter on line 2, Recapitulation) I $ 344.159.30 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCHEDULE E CASH BANK DEPOSITS St MISC. COMMONWEALTH OF PENNSYLVANIA , , IN E ~ RN PERSONAL PROPERTY RESIDENT D DENT ESTATE OF FILE NUMBER FRANCES T. COOMBS 21 09 865 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MEMBERS 1ST FED CREDIT UNION SAVINGS ACCOUNT 311849-00 511.07 DOD BALANCE: $510.94 ACCRUED INTEREST: $.13 2. MEMBERS 1ST FED CREDIT UNIN CERT DEPOSIT 311849-43 2,170.16 DOD BALANCE: $2,168.04 ACCRUED INTEREST: $2.12 3. MEMBERS 1ST FED CREDIT UNION CERT DEPOSIT 311849-44 522.15 DOD BALANCE: $521.64 ACCRUED INTEREST: $.51 4. MERRILL LYNCH CASH/MONEY MARKET ACCOUNT 16,453.39 TOTAL (Also enter on line 5, Recapitulation) I $ 19 656 77 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER FRANCES T. COOMBS 21 09 865 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. 1 2 3 4. 5. 6. 7 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Year(s) Commission Paid: Attorney Fees WIX, WENGER & WEIDNER (ESTIMATED) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Ciry State Relationship of Claimant to Decedent Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS Accountant's Fees Tax Return Preparer's Fees Zip 2,100.00 Zip 402.00 TOTAL (Also enter on line 9, Recapitulation) I $ 2 502 00 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER FRANCES T. COOMBS ~i no a~~ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee{s) OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)j i. ROY E. COOMBS, JR. Spousal 351,314.07 1105 COUNTRY CLUB ROAD CAMP HILL, PA 17011 2. KATHERINE T. HOYT Sibling 10,000.00 345 UNIVERSITY CIRCLE ATHENS, GA 30605 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, O N REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ to ~ ~ wie sNace is neeaea, mseR aaamonal sneers of the same size) LAST WILL AND TESTAMENT ,~, ~_~ o „' _ --, - ~, , ~ ~ s FRANCES T. COOMBS ' ~Ym -- ~-_ -= / •~ ~ ~ ^ % _J._1 ~ ~ ~. 1 • ~ l I, Frances T. Coombs, of East Pennsboro Township, Cumberland t/ounty;~ Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time previously made. Provision for Taxes ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will that is not specifically devised or bequeathed as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. Dispositive Provisions ITEM II: I hereby give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to my sister, Katherine T. Hoyt of Athens, Georgia, if she survives me; and ITEM III: I may have placed with this Will or otherwise made known to my Executor a separate writing giving certain items of personal property to certain individuals. It is my intention that such items shall pass to such individuals to be distributed by my Executor in accordance with such writing. In the absence of such Page 1 of 8 writing, or to the extent it is incomplete or ineffective, then all my property, real, personal, and mixed, shall be distributed in accordance with Items IV and V herein. ITEM IV: I give and bequeath all my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel and all other like articles of household or personal use and adornment not previously disposed of to my husband, Roy E. Coombs, Jr., if he survives me, or if my husband does not survive me, to my children, per stirpes, to be distributed between them in as equal shares as practicable, as they may agree. If they are unable to agree, my Executor shall make such decision as to distribution. ITEM V: I give, devise and bequeath all of the rest, residue and remainder of my properly, real, personal and mixed, to my husband, Roy E. Coombs, Jr., if he survives me, or, if he does not survive me, to my children, per stirpes, in equal shares. ITEM VI: If at the time of my death I am not survived by my husband, by any living issue, or by any of the beneficiaries named herein, or if all of the above-named beneficiaries should die before the complete distribution of assets from my estate, I direct my Executor to distribute all of my property, real, personal and mixed, not disposed of by the preceding portions of this Will, as follows: (i) fifty percent (50%) thereof to those persons who would receive my estate had I then died intestate, a resident of the Commonwealth of Pennsylvania; and (ii) fifty percent (50%) thereof to those persons who would receive the estate of my husband, Roy E. Coombs, Jr., if he had then died intestate, a resident of the Commonwealth of Pennsylvania. Provided, however, in the event that the operation of this section would result in a distribution to the Page 2 of 8 Commonwealth of Pennsylvania, such share shall not be distributed to the Commonwealth but shall be added to and distributed to the intestate heirs of the other. Appointment of Fiduciaries ITEM VII: I nominate, constitute and appoint my husband, Roy E. Coombs, Jr., to be my Executor. In the event of the death, resignation, refusal or inability of Roy E. Coombs, Jr., to serve as my Executor, I nominate, constitute and appoint my daughters, Martha C. Parvis and Cynthia C. Harbert, or the survivor of them, to serve as Co- Executors (herein collectively referred to as "Executor") in his place. ITEM VIII: If at any time any minor child or legally incompetent person shall be entitled to receive any assets hereunder, I hereby nominate, constitute and appoint my Executor to act as Guardian of the assets payable to such person. Said Guardian may receive and administer all assets authorized by law and shall have full authority to use such assets, both principal and income, in any manner said Guardian shall deem advisable for the best interest of such person,: including college, university, post-graduate or other education, without securing court order. Said Guardian shall have all the rights and privileges as to the Guardianship and the assets thereof as are herein granted to my Executor as to my Estate and the assets therein. ITEM IX: My Executor and Guardian are specifically relieved from the duty or obligation of filing any bond or bonds. Page 3 of 8 Powers of Fiduciaries ITEM X: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interest of the beneficiaries: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings that may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this Item X(a} or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. (e) To vary investments, when deemed desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as my Executor shall deem wise, without being restricted to so-called "legal investments." (f) To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. Page 4 of 8 (h) To vote any shares of stock that form a part of the Estate and to otherwise exercise all the powers incident to the ownership of such stock. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the Estate. Q) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) To elect such settlement options as deemed most appropriate by my Executor with respect to any pension, profit sharing or other retirement plan in which I am a participant. (I) To do all other acts that, in the judgment of my Executor, are necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. Miscellaneous Provisions ITEM XI: I hereby exercise all powers of appointment that I may have at the time of my death in favor of my Executor, and all property subject to all such powers shall be included in my Estate. ITEM XII: As used in this Will, the terms "my child" or "my children" shall mean my daughters, Martha C. Parvis now or formerly of Newtown, Connecticut, and Cynthia C. Harbert, now or formerly of Hampden Township, Cumberland County, Pennsylvania. ITEM XIII: Any person who shall have died at the same time as me, or in a common disaster with me, or who shall fail to survive me by ninety (90) days, shall be deemed to have predeceased me. Page 5 of 8 IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this page, the next two pages, and the preceding five pages this ~l$day of C`~1c~.t~h , 2008. ~=~~~. ~ C~Cn~G~ Frances T. Coombs SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testator, Frances T. Coombs, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. Address ~ib ~ "2 <~~~ ~~ Address ~~'/ Address /y Page 6 of 8 ~,,~~, ,~1 ~, PA~ 1 dal i ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, Frances T. Coombs, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn c~i or affirmed and acknowledged before me by Frances T. Coombs, the Testator, this~S day of -^rl~'Gh , 2008. ~. C ~ r--~ ~-~ T. Coombs, Testator ~1=y Public Commission Expires: NOTARIAL SEAL Lisa M Sites, Notary Public City of I~Ierrisburg, Dauphin city My commission expires Apri128, 2009 Page 7 of 8 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN W e, ~C~~l i Cl(~.. Gc.~ o~c~n ~ cam, ~ , and ~\ae ~ ~ ~.1~©e,-n ,the witnesses whose names ar signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as her Last Will; that the Testator signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ~,~ti.Cl YZ-~ [~~, c~t3~riLe~e.. >v lS c~c,~am ,and ~ ise., ~ ~.~.l~+c~+~witnesses, this ~$ day of _~la„~rrh , 2008. Witness. fitness F:\dbw\Wills\CoombslFrances - Will.doc ary Public Commission Expires: NOTARIAL SEAL Lisa M Sites, Notary public City of Harrisburg, Dauphin County My commission expires Apri128, 2009 Page 8 of 8 St MEMBERS 1St FEDERAL CREDIT UNION SAVINGS ACCOUNT: Account Number/Suffix 311849-00 Date Account Established 08/13/2007 Principal Balance at Date of Death $510.94 Accrued Interest to Date of Death $.13 Total Principal and Accrued Interest $511.07 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 311849-43 311849-44 Date Account Established O6/11/2009* 06/18/2009** Principal Balance at Date of Death $2,168.04 $521.64 Accrued Interest to Date of Death $2.12 $.51 Total Principal and Accrued Interest $2,170.16 $522.15 Name of Joint Owner None None *Rollover from certificate 311849-42, originally established 07/12/2008. **Rollover from certificate 311849-41 , originally established 03!18/2008 . M ERS 1sT FEDERA CRE I UNION anielle A. Kline Insurance Services Specialist September 18, 2009 Estate of: FRANCES COOMBS Date of Death: 08/19/2009 Social Security Number: 130-22-2566 5000 Louise Drive P.O. Box 40 Mechanicsburg, Penns`~lvania 17055 (800) 283-2328 wwwmemberslst.org Global Wealth Management Merri116ynch September 23, 2009 Denise B. Williamson Wix, Wenger & Weidner 508 North Second St. Harrisburg, PA 17108 RE: Estate of Frances T. Coombs CMA # 866-25592 Dear Ms. Williamson, Lake & College, Suite 1G 60 Lake Street Burlington, Vermont 05401 802 660 1000 800 937 0374 Please find the enclosed account summary for the Merrill Lynch CMA account for Frances T. Coombs. The valuation represents the value of the account on the close of business August 19, 2009. The Merrill Lynch account is a CMA account which is an inclusive investment, checking and savings account. I have included the August 2009 account statement which reflects the account activity during the month of August for your review. I understand documentation is in progress to transfer the holdings to the beneficiary, Mr. Roy Coombs. Please feel free to contact me with any questions or concerns. Kindly, `~Jl~Lt. Terri R. Swett Senior Associate Tars Enclosure: tars l'he information set forth herein was obtained from sources which we believe reliable, bot we do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicltatlon by us of the purchase or sale of any securities or commodities. Printed in USA. FC: SIMONE,GEORGE KAI PRC ACCT: 866-25592 MRS FRANCES T COOMBS 1105 COUNTRY CLUB RD CAMP HILL PA 17011 PAY .94 CSH .94C SETB .94C SETD 8/10/09 FF: N PRV YR: 08/07/06 SEC # SEC SYMBOL HXF60 C HXF60 HXF61 C HXF61 HXGAO C HXGAO HX3B2 C HX3B2 H1K42 C H1K42 H4LY5 C H4LY5 H4NB1 C H4NB1 H5LK4 C H5LK4 H80P6 C H80P6 H9842 C H9842 H99E3 C H99E3 02337 C T 31FK2 C RTU 31 FN3 C UTF 52BW8 C MERPRF 52389 C NABZY 67259 C SPG 9L7U5 C MLIXX 94SK9 C 94SK9 CUSTOMER ACCOUNT POS/PGS: UNPRC 12/08 INT: MCSH INTC FME SMA MCAL TCAL UPDATE: N 339,641 371,780 ----- DESCRIPTION ---- CD CIT BANK CD CIT BANK CD SALLIE MAE BANK CD JPMORGAN CHASE BK CD BANK HAPOALIM CD JPMORGAN CHASE BK CD JPMORGAN CHASE BK CD CAPITAL ONE BK (U CD CAPITAL ONE BK (U CD NATIONAL CITY BAN CD ALLSTATE BANK AT& T INC COHEN & STEERS REIT COHEN & STEERS SELEC MERRILL LYNCH PFD CA NATL AUSTRALIA B SIMON PROPERTY GROUP FFI INSTITUTIONAL FU ML BANK DEPOSIT PROG 10:20 ASSETS (717)731-3494 19/ 03 0 1,363.00 .00 .00 0 .00 .00 .00 459,476 - QUANTITY - 25, 000 35,000 40,000 30,000 28,000 35,000 25,000 15,000 10,000 8,000 17,000 754 500 500 500 405 310 14,619 1,192 08/20/09 PG 1 COB 08/19/09 FC: 1958 ACCT TYPE: CMA T-VAL 353,347.76 RAFND .00 STFND .00 C-MNY .00 C-OTH 15,811.00 BCORT .00 I/ANU .00 MFA .00 CURR PX - - VALUE -- 98.6652 24,666 98.3040 34,406 99.5110 39,804 103.3574 31,007 101.7128 28,479 102.1576 35,755 103.8540 25,963 102.9190 15,437 102.1011 10,210 100.6861 8,054 100.0617 17,010 25.3800 19,136 8.4400 4,220 13.0000 6,500 19.6340 9,817 22.1371 8,965 58.3900 18,100 1.0000 14,619 1.0000 1,192 <END> o + N ^ O O N W N n c H ~. ~ ~ < ~, o S c ~ N ~ (D n a C ~ ~ ~ N . , r 0 n r C m ~n w N f0 V O eo ~O ~,s w A O Q1 N ~ ~ O Z '<_; ~o ~ a n -+. m `~ `~ a ~ m c ~ S ~ ~ ~ o y ~ ~ ~ m m fD a `^ N O O Q N fD fn J a N w w Ctf O N m O O v O N O w O ? ~ O A O N A 0 ~~ r C ~ ~ O O~ m T C'~I ' ~~~~ ~ ` J a ~~ D ~ a . 3 y ~ `, o~ ~ ~ o- ~' N ~ WIIW a Q ~ ~' ~~ m a ~ _ i d' r H ~ °' ° ~ ; c o 3' ~ D ti ~ ~ H ~ m m ~I (/') ~ o o a ~. ~ o c 7 ~ C ~ I ^ ` , ~ ~ ~' ^ 0 `. ~ O C z i ~ i ; i ~ w tp w N v ro ..~ ~ O 07 , ~ ~ Of ~ i C -~ O A is ~O 1D N Owi O ~ Can w .~. . t0 <ll .p O Vi O tD _, f.a w (~ ~ ~ p ~ ~ A N _, O cn O cn ~ ',, C ~ ',, ~ ~ ,p U7 N .P , N ~c ~ ~... 00 N p j ~ ~ O ~! 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G.O.O '"+'~`~.L•1 N~o ~~o~c A ~ ^cRa d m lac^c ~'ti~yy'n'~wa7'r%vv ^°' ~' y~~~C~n ~n ~ 70~`~ ~°~ C7 6 ~ N n ro m w w L ~m ova 3 w a w n p'^~e A'wo v 7- O~Qfj7 Tara w,n,~e-,~~woh;• 0 <w^wd rtrt/~~Snwmo .7.~`7~~0^ N O'N 0•fD Oy ~.-.F-~~..n v7i~O^C ~rDH~ ~-n n °•A aA ap O V1p ~ w o ~ w n ~o c mow. 7 w o C~^ y K n7 w 7~ H o ~w v, 7. n 7 w w "•c<<c °. c'°n`.<yw^~°fW°7'^mor,' c °w• ~ n woN~~TO~C~N3y'ooo m w ~ P'.ac 7 w o~vy o ° 7c,wa mo~a wcyOC`<no Sao 0. 7 io .^. O G '~ 3 w! ~• ~r ~r RICHARD H. WIX STEVEN C. WILDS THERESA L. SHADE WIX" DAVID R. GETZ STEPHEN J. DZURANIN JEFFREY C. CLARK PETER G. HOWLAND Also Member Massachusens Bar WIX, WENGER &WEIDNER A PROFESSIONAL CORPORATION ATTORNEYS AT LAW 508 NORTH SECOND STREET POST OFFICE BOX 845 HARRISBURG, PENNSYLVANIA 17108-0845 (717) 234-4182 FAX (717) 234-4224 www.wwwpalaw.com October 6, 2009 THOMAS L. WENGER DEAN A. WEIDNER ROBERT C. SPITZER Of Counsel Suburban Office: 4705 DUKE STREET HARRISBURG, PA 17109-3041 {717)652-8455 ^~ 1 Glenda Farner Strasbaugh, Register of Wills -' Cumberland County Courthouse ~' ~'-= One Courthouse Square ~' Carlisle, PA 17013-3387 -` _, Re: Estate of Frances T. Coombs ,_=~ Estate File No. 21-09-865 Our File Na. 1553-15397 Dear Ms. Strasbaugh: tV c~ ~_ ~7 r~ ~7 c-~ ::7 --+ -_~ -~ --' ~' _ ki _ _,.:~ tv _ : `1-, _ 1, ~_:.~ r~ Enclosed are the following documents for filing on behalf of the above-captioned estate: 1. The original and two copies of the Inheritance Tax Return; 2. Our client's check in the amount of $1,140, made payable to the "Register of Wills, Agent," representing the tax due; 3. The originaM and one copy of an Estate Inventory; and 4. Our check in the amount of $30, made payable to the "Register of Wills," representing your filing fees. Please process these documents at your earliest convenience and return time- stamped copies of the documents to our office. Aself-addressed, stamped envelope is enclosed for your convenience. WIX, WENGER &WEIDNER Glenda Farner Strasbaugh, Register of Wills October 6, 2009 Page 2 Thank you for your assistance in this matter. If you have any questions regarding the above, please call me. /dbw Enclosures cc: Mr. Roy E. Coombs, Jr. David R. Getz, Esquire Sincerely, WIX, W~IVGER &WEIDNER ~/; ~ ~ By: C ~~{~ D Wise B. Williamson~'"~ Paralegal f ."~" _. F, 'ol j n~ ~' 4 "~w ....t A y ~- _ ",~-~ ~ J ~" tom- ~ ~;. _,-.~ r- ~ U ~ Q L_ [~ O~ ~/ =: g N w ~~ y/ z L ^ n _ x ~ ~ ~ ~ ~ ~, ~ .~ c~ M U ~ t . . ~ _ ~ r ~, ~ ~ ~~ ch ~ Z ~ I, r Cif ~ ~ L r ~ W 1 l^ 0 VJ ~ O '~^~ , z ~ [~_~' -U ~ ~ j r '' ~ c. ~ CO ~ ~~ ~ ~ L' ` M ~ W~ ~ O W ~ ~ NFU x ~ ~ ~ ~ cRs ~a i ~ C'3000OU i r