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HomeMy WebLinkAbout11-10-09 (3) J 1505607121 REV-1500 EX 06 05 ( . ) PA Depertrnenl of Revemre OFFICIAL USE ONLY Bureau o/IrMNMud Taxes Poeox2et>BO1 INHERITANCE TAX RETURN County Cods Year FAe Number Nenfabum. PA iTizll-0SOi RESIDENT DECEDENT 2 1 0 9 0 2 9 4 ENTER DECEDENT INFORMATION BELOW Sodal Security Number Date of Death Date of Birth 2 0 4 1 8 0 8 8 3 0 2 1 7 2 0 0 9 1 1 1 5 1 9 2 3 DeoedenYa Last Name Suffix Decedent's First Name MI M I T C H E L L G E R T R U D E I (H Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's SoGal Security Number FILL IN APPROPRIATE OVALS BELOW THIS RETURN MUST 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS © 1. Original Relum 4. Limited Estate Q 6. Decedent Dled Testate (Attach Copy of wllq 9. Litlgatbn Proceeds Received ~ ~ ~ ~ 2. Supplemental Relum 4a. Future Interest Compromise (date of death after 12-12.82) 7. Decedent Maintained a LIWng Trust (Attach Copy of Trueq 10. Spousal Poverty Credtt (date of deaUl between 12J1-91 and 1-1-95) ~ ~ ~ ~ 3. Remainder Retum (date of death prior to 12.13.82) • 5. Federal Estate Tax Ratum Required fl. Total Number of Safe Deposit Boxes 11. Electlon to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - 7RI3 SECTION MUST BECONPLETED. ALL CORRESPONDENCEAM) CONRDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytlme Telephone Number S E T H T M O S E B E Y 7 1 7 2 4 3 3 3 4 1 Firm Name (If Applicable) r.a f7 '~ REGII~•gF WILL9~E ONL~,~ ;' M A R T S O N L A W O F F I C E S •' ~- -3 7 z First Tine of address , o ` o t r c <r` ~; ~ ~ r ¢' "' ~ ° " `-~ 1 0 E A S T H I G H S T R E E T Second Iine of address ~C T = ,... -~ City a Post Otflce State ZIP Code DATE FILEW c.?' OD --'"~ C A R L I S L E P A 1 7 0 1 3 correspondents a-mail address: S M O S E B E Y a M A R T S O N L A W• C O M PLEASE USE Side 1 1505607121 1505607121 ~~I" 1 , 7710 SAVANNAH DRIVE BETHESDA MD 20817 SIGNATUI'iE OF PREPARER QTHER THAN REPRESENTATIVE GATE r J 1505607221 REV-1500 EX DecedenYS Social Security Num ber Dacedenfa Name: GERTRUDE I. MITCHELL 2 0 4 1 8 0 8 9 3 RECAPITULATION t. Real estate (Schedule A) ................................. .... ... 1. 2 3 7 0 0 0, 0 0 2. Stocks and Bonds (Schedule B) ........................... .... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ................. .... ... 4. 5. Cash, Bank Deposits 8 Miscellaneous Personal Property (Schedule E) .... ... 5. 7 b 2 4 , 0 9 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ..... .. 6. 1 3 3 6 4 , 4 0 7. Inter-Vivos Transfers & Miscellaneous N -Probate Property (sa,edule G) ~ Separate Billing Requested ..... .. 7. 3 7 0 3 8 7, 0 0 6. Total Gross Assets (total lines 1-7) .................... ..... .. 6. 6 2 8 3 7 5, 4 9 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......... ..... .. 9. 6 8 9 1 4 , 7 5 10. Debts of Decedent, Mortgage Liabilities, 8 Liens (Schedule I) ..... ..... .. 10. 2 3 2 4 , 6 1 11. Total Deductions (total Lines 9 8 10) .................... ..... .. 11. 7 1 2 3 9, 3 6 12. Net Value of Estate (Line 8 minus Line 11) .................. ..... .. 12. 5 5 7 1 3 6 , 1 3 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an electlon to tax has not been made (Schedule J) ............ .... .. 13. , 14. Net Value SubJect to Tax (Line t2 minus Line 13) ............ .... .. 14. 5 5 7 1 3 6 , 1 3 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.z)x.o _ 0. 0 0 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate x .045 5 5 7 1 3 6. 1 3 1 s. 2 5 0 7 1. 1 3 17. Amount of Line 14 taxable at sibling rate X .12 0. 0 0 17. 0. 0 0 18. Amount of Line 14 taxable at collateral rate X .t5 0. 0 0 18 0. 0 0 19. Tax Due ................................................ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 2 5 0 7 1. 1 3 Sida 2 1505607221 1505607221 J REV-1500 EX Page 3 File Number uecedent's Complete Address: zl 09 0294 DECEDENPS NAME GERTRUDE I. MITCHELL -------------- STREETADORESS-------- --------------- -- 509 COLONY ROAD cm ~-- -- -_. _ CAMP HILL PA TE 17011 Tax Payments and Credits: Tax Oue (Page 2 Line 19J Credels/Paymenfs A. Spousal Poverty Credel B. Prior Payments C. Discount 3. InteresNPenalty if applicaNe D. Interest E. Penalty (1) 25 071 13 16,112 16 701.83 Total Credits (A+B+C) (2) 16,81399 Total lnterest/Penalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. FIII /n oval on Pape 2, Llne 20 M requsat a rotund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 8,257.14 A. Enter the interest on the tax due. (5A) B. Enterthetotal of Line 5+ 5A. Thls is the BALANCE DUE. (5B) 8,257.14 Wµ~hyy pp ~~}}~,~ yy ~~~~~~~~yM.ppa~..,,k~~,,e C{heyck~,.y~Payable togp~REggGlgSy~Ty~E¢~4R~(p'OF µWILLS, AGENT 4~, ' ;: ~ .~. eN@" ~~~~~i~°~9~:tMb'~kfi,.x~!i ,k. f4~'MiS~!ti`&u~~t3 r'~i& EP~)3k.~~1 ~. ,. i. Y19%MflNR1%A'.P,'k!t%'~iEt`.?.. ti S"~~~'ti-''"~,.r ~ ~~ a.,, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a trensfer and.' Yes No a. retain the use or Income of the property hansfened : ................................................................ ...... ^ b. retain the dghf to designate who shall use the property trensferred 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 offer December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideretion? ................................................................................. ...... ^ 3. Did decedent own an 'in trust Ior orpayable upon death bank account or securely at his or her death? ... ...... ^X ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ............................................................................................ ...... ^ IF THE ANSyyrWER TO~ gA~.~N}Y~ ~OppFy~~~THE{~A~,BBy~~OVE QUESTIONS IS YES, YOU MUST COMPLE &TygEgySCHEDULE G AND FILE IT AS PART OF THE RETURN. ~7`r~e~t~~5,k'~*'~~~~&q ~SRF&P.~{l4~P.9I4W.fl~"~IA~~ '- ~~,?~;~. , - ~ _ r .. ,•. h~~~4.~~)~~~~ „!` ~ ~. > ' ., ,-. For dates of death on or after July 1, 1994 end before January 1, 1995, the tax rate imposed on the net value of trensfers to or for the use of the surviving spouse is three (3) peroent (72 P.S. §9116 (a) (1.1) (i)J. For dates of death on or offer January 1, 1995, the tax rate imposed on the net value o(trenafers to or for the use of the surviving spouse is zero (O) percent (72 P.S. §9116 (a) (1.1) (ii)J. 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 orefierJuly 1, 2000: The tax rate imposed on the net value of frensfers from a deceased child twenty-one years of age or younger at death fo or Por the use of a natural parent an adoptive parent, or a steppereM of the child is zero (0) percent (72 P.S. §9116(a)(1.2)J. The tax rate imposed on the net value o/trensfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except es 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 fo or for the use of the decedent's siblings is twelve (12) pement (72 P.S. §9116(a)(1.3)J. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decederff, whether by blood or adoption. REV-1502 EX + (g-gg) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAx RETURN SCHEDULE A REAL ESTATE .sn rest property ownW ao/etyor as a tenant M common mustM reported at hhmarlnt whs. Far market vdue ra defined as the prke at which property would be exchanged behveen a w~irp buyer end a wiNing sager, nekherbeklg compeged to buy or sag, both having reasonable knowledge o/fhe relevant /acts. ITEM NUMBER Residence situate at 509 Colony Road, Hampden Twp„ Camp Hill, PA, known as Tax Pazcel 10-20-1848-351, being described in Deed dated 3/19/1973 and recorded in Cumberland Co. Deed Book "C", Val. 25, Page 953, and being conveyed to John J. Mitchell and Gertrude I. Mitchell. John J. Mitchell died 3/1/1988 leaving title solely vested in Gerturde I. Mitchell, Decedent herein Value is actual sale value. See attached Settlement Statement TOTAL (Also enter a (Ifmore space Is needed, Insert addkbnd sheets ofthe same srze) VALUE AT DATE OF DEATH REV-1508 EX +(8-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA /~ CASH, BANK DEPOSITS, & MISC. IN RES DENT DE EDENTRN PERSONAL PROPERTY ESTATE OF HLE NUMBER GERTRUDE I. MITCHELL 21 09 0294 InGude the pmceeda ollldgedon and the date the proceeds were raceHed by the estate. AS praPairyloM woad w/M dpM o/surWvonhlp moat M dbeloaed on Scheduh F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. PSECU #8537 S01 OF DEATH 5.16 2. PSECU #8537 S03 13.04 3. Tax proration, 8/27/2009-12/21/09, county taxes 169.38 4. Tax proration, 8/27/2009-6/30/2010 school taxes 1,501.92 5. Sewer proration, 8/27/2009-9/30/2009 51.24 6. Radon mitigation, seller credit 735.00 7. Donegal Insurance, reimbursement of homeowner's premium 162.00 8. Donegal Insurance, homeowner's insurance payment of claim for lumbin i , p g repa rs 4,986.35 TOTAL (Also enter on line 5, Recapitulation) I $ 7 (1/more space is needed, insert adddiond sheets o/the same size) REV-1509 EX + (6-98) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN GERTRUDEI.MITCHELL 21 09 0294 Han suet was made/olnf wkAM orw yur o/fM decsdenYa daM o/dsaM, tt moat ba npoMd on ScAeduN G. SURVIVING JOINT TENANT(S) NAME ADDRESS TO DECEDENT A. 7oanne Mitchell Nolan 7710 Savannah Drive Bethesda, MD 20817 C JOINTLY-OWNED PROPERTY.• ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTIONOFPROPERTY INCLUDE NAMEOF FINANCIAL INSTINTIONAND BANKACCWNi NUMBER OR SIMIUR IDENTIFYING NUMBER. ATTACH DEEDFOR JOINTLY-HELD REAL ESTATE. DATE OFDEATN VALUEOFASSET %OF DECD'S INTEREST DATEOF DEATH VALUE OF DECEDENT'S INTEREST 1. A. 12/17/07 Citizens Bank #6100763749 26,663.47 50. 13,331.74 See attached 2. A. 12./17/0 Citizens Bank #6140-217520 65 32 50 . . 32.66 See attached TOTAL (Also enter on line 6, Recapitulation) I S 13 364 40 (If more space is needed, insert eddNional streets ofthe same sizel REV-1510 EX . (e-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY """ ` "' HLE NUMBER GERTRUDE I. MITCHELL 21 09 0294 This schedule mull be completed and fled gthe answer to any o/quesflons 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY wuuae n¢wAiEOr rME iMNEFEeEE, mEwaEUrroxeHV rooccEnEarAwa ~~~~~'~~ ATlAGIACCPYOFTEpEEOFIXtRFA1 EbTA1E DATE OF DEATH VALUE OF ASSET %OF DECD'S INTEREST EXCLUSION laavwu~~7 TAXABLE VALUE 1. Stifel Nicholas TOD #YP40 5385-3049; beneficiaries John J.P. 370,387.00 100. 370,387.00 Mitchell, son 1/6th ;Susan Himmelsbach, daughter, 1/6th; Christin McCleary, daughter, 1/6th; Amy Steiner, daughter, 1/6th; Mary Beth Garland, daughter, 1/6th; Joanne Nolan, daughter, 1/6th. See attached statement. TOTAL (Also enteronline 7 Recapdulation) I E 370 387 00 (Ifmore space is needed, insert additional sheets o/the same she) REV-1511 EX « (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF HLE NUANiER GERTRUDEI.MITCHELL 21 09 0294 SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS Da6h o/decedent must be reported on Seheduh [. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES 1. Myers-Hamer Funeral Home, Camp Hill, PA 2. Union Hotel, funeral reception 3. Costa Villa, family reception 4. Gingrich Memorial, grave marker 5. Miscellaneous funeral expenses 9,042.00 2,053.00 389.55 1,975.00 491.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name o/Persons) Represenhfhre (s) StreetAddress CdY State Zip Year(s) Commission Peld: 2, AttomeyFees MARTSON LAW OFFICES (estimated) 24,300.00 3. Famdy Exemption: (IldecedenYs address is not the same as dalmanYs, ethch explanation) Galmant SfreetAddress Ctty Shh Zip Relationship of Gaimerd fo Decedent 4. Probate Fees Cumberland County Register of Wills 3 12.00 5 AccouMard's Fees 6. Tax Return Prepsrer's Fees H&R Block, 2008 personal income tax returns 261.00 7 Cumberland County Register of Wills, filing fee, Inheritance Tax return 15.00 8. Addirional probate fee 50.00 9. Certified mailing, Department of Public Welfare 5.32 10. The Sentinel, advertising Letters Testamentary 198.16 11. Cumberland Law Journal, advertising Letters Testamentary 75.00 12. Michael Langan, Treasurer, 2009 county real estate taxes 511.81 13. Lowe's, home repairs pending dispostion of real estate 155.06 14. Home Depot, home repairs pending disposition of real estate 226.31 15. Comfort Aire Htg. & Cooling, Inc., repairs necessary for sale of real estate 4,890.00 16. Blessing & Sons, plumbing repairs necessary for sale of real estate 4,661.00 17. PPL, electric service pending disposition of real estate 315.06 18. Keller Williams of Central PA, real estate commission 11,775.00 TOTAL (Also enteronline 9, Recapitulation) $ 68 914.75 (Ilmae space is needed, Insert addldonel sheets o/the same sae) • Continuation of REV-1500 Inheritance Tax Return Resident Decedent GERTRUDEI.MITCHELL 21 09 0294 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses 8 Administrative Costs - 87. 1 rEM 19. Keller Williams of Central PA, transaction fee 225.00 20. 1% Realty Transfer tax 2,370.00 21. R.A. Haines, furnace service pending dispostion of real estate 60.00 22. Michale Lagan, Tax Certificate fee 5.00 23. AHS Home Warranty 495.00 24. UGI, service pending disposition of real estate 249.23 25. Donegal Insurance, homeowners insurance pending sale of real estate 413.00 25. Landex Title Seazch 0.15 26. Fed Ex, mailings 11.40 27. UPS, mailing 6.09 28. Register of Wills, copies 3.00 29. J.M. Holmes, electrical repays necessary for sale of real estate 934.11 30. Michael Langan, school taxes pending sale of real estate 1,785.67 31. Shawn Garland, lawn service pending sale of real estate 250.00 32. Patrick Smith, lawn service pending sale of real estate 30.00 33. PA American Water, service pending sale of real estate 99.92 34. Hampden Township, trash & sewer service pending sale of real estate 275.91 SUBTOTAL SCHEDULE H-87 ~ 7,213.48 REV-1512 EX ~ (72-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ""^' ` "' FlLE NUMBER GERTRUDE I. MITCHELL 21 09 0294 Report debts 7neumd by the decedent prior to deaM whkh remained unpaid sa of the date of death, Includ7ng unroimburoed medkal expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Comcast, account payable 112 89 3. UGI, account payable 22 3S 4. Messiah Village, account payable 1,731.20 5. PPL Electric, account payable 66.52 6. SERS, reimbursement of benefit paid after date of death 158.26 7. Alert Pharmacy, account payable 7.91 8. Center for Neurological Health, account payable 84 32 9. PA Department of Revenue, 2008 PA40 tax due 44.00 10. Young's Medical Supply, account payable 97.16 TOTAL (Also enter on line 10, Recapitulation) I $ (1/mae space is needed, insen edddbnal sheets of are same size) REV-1513 EX t (9-00) SCHEDULE) COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN w rn ~ c yr FlLE NUMBER (;FRTRT TT1F T MTTf'T-iAT T ' G1 V> VL>Y RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Nof Llst Trusta/s) OF ESTATE I TAXABLE DISTRIBUTIONS pndude oubi8ht spousal disfribufbns, end henslers under Sec. 8118 (e) (1.2)] 1. John J.P. Mitchell Lineal 27,564.13 839 Ridgewood Drive 1/6th Residue Mechaincsburg, PA 17050 2. Susan Himmelsbach Lineal 27,564.12 P.O. Box 156 1/6th Residue Millersville, PA 17551 3. Nathan Gillespie Lineal 8,000.00 203C Mulberry Drive Specific Bequest per Item 2 Mechanicsburg, PA 17050 of Will 4. Mary Beth Garland Lineal 27,564.12 254 29th Street 1/6th Residue Camp Hill, PA 17011 5. Christine McCleary Lineal 27,564.12 2641 Wildhorse 1/6th Residue Quincy, IL 63405 6. Amy Steiner Lineal 27,564.12 312 Allenview Drive 1/6th Residue Mechanicsburg, PA 17055 7. Joanne Nolan Lineal 40,928.52 7710 Savannah Drive Sch. F, 1&2; 1/6th Residue Bethesda, MD 20917 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OFPART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET E (It more space is needed, insert adddionel sheets o/the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent GERTRUDE I. MITCHELL Decedent's Name Schedule J - Beneficlarles -1 21 09 0294 File Number NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Nof Ltaf Trua a AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include ouMgM spousal disMbufions) 8. * John J.P. Mitchell, Susan Himmelsbach, Mary Beth Garland, Lineal 370,387.00 Christine McCleery, Amy Steiner, Joanne Nolan, children Sch. G, 1 Beneficiaries of TOD account. * Tax on this asset has been paid. See attached Receipts. LAST WILL ANn TitRT~turprr 4E DFR'fRUDB L MIT H I. . 1, OERTRUDE i. MITCHELL, of Hampden Township, Cumberland County, Penneylvmtia, do make, publish and declare this to be my Last Will and Testament, hereby. revoking all Wills sod Codicils by meat any time made. tTEM.I. I direct that all inheritance and estate taxes becoming due by reason of mY ~. whether such taxes may be payable by my estate or by any recipient of any property, shell be paid by my Executors out of my residuary estate, as an expetr:e and cost of sdminishatioo of my estate. My Exxutors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of iaaurarrce or otlxr property rwt passing under this Will. In the absolute discretion of my Executors, they msY PsY ~+ch taxes immediately or may P~I~ ~ PaY~ of taxes on tidure or remainder interests wail the tirrx possaaion thereof accroea to the berteliciariea I also direct my Executors to pay the expenses of my last illneae and tbneral expetmas from the property passing under this Will as an expense and coat of edmitaattation of my esptte. Lam. I give and bequeath the sum of Eight Thousand (58,1100.00) Dollars to my grandson, NATHAN t}iLLESPIE, of Mechanicsbyrg, Pennsylvania if he swvives me. 1TF1~L3• I give, devise and bequeath all the real, residue and rwnainder of my estate. reel. personal and mixed, of whatsoever nature and kind and wheresoever the same shall Fm:MyFax -Joanne Nolan To:Vlcky (171M481860) 08:00 03/07/OaGMT-06 Py 04-11 be at the time of my death unto my children, JOHN J.P. MITCHELL oFMechenicsfwrg, Pennsylvania, SUSAN HIMMELSBACH of Millersville, Pennsylvania, CHRISTINE McCLEERY of t2ttincy, Illinois, AMY STEINER of Mechanicsburg, Pemsylvania, MARY BETH OAKLAND of Camp Hill. Pennsylvania, and JOANNE NOLAN of Bethesda, Maryland, equally, chose and share alike. In the evert that one or more of my aforesaid childtntt should predecease me, then his or her share shall be distributed to his or her children, if any, in equal shares, or if Hate, to my surviving children in aqua) shares. )~~. In addition to the powers conferred by law, my Executors shall have the following powers: (a) To retain in their absolute discretion and for such period as to thaw sftell wean advisabla, any and all assets conatitutiag my estate, without liability for any loss incurred by reason of the retention of such eaeeta. (b) To change investments and properties, and to invest and reinvest all or any part of the carpus of my estate, in such securities, investments, or other property ea to than seem advisable sari proper, imeapective of whether the same are authorized for the investment of estate flmds by the laws of the Commonwealth of Pennsylvania. (c) To sell all a part of the property which at any rime may corts6tute a part of my estau, at such lima, upon such terms, for daft or on credit, with or without security, in such manner and at such prices, either at public or private sale, es to them shell stem advisable and props, and to execute good and sufficient deeds and bills of Sala therefor. _2. Fm:MyRax - Joanna Nolan To:Vloky (17172481850) 08:00 03/07/09GMT-05 Pp 06-11 (d) To lease any property held by them and for the duration of the term, irrespective of the provisions of any statute or of the lamination of my estate; and to mortgage, pledge, eollax, convert, redeem, exchange, or otherwise dispose of any securities a other property et any time held by them. (e) To borrow money. whether to pay taxes, exercise subsaipttona, rights, and options, pay assesanatts or to exompliah any other purpose of any natttra incidental to the adrainis4ttion of my estate, and to pledge aay securities or other property held by them as security therefor. (f) To enforce any bonds, mortgage, or other obligations or liens held ltwelmda; to enter upon such contrails and agreements and to make such compromises or settlements of debts, claims, or controversies as they may deem necessary or advisable; to submit to erbiteation soy matter or ditFerence; to vote personally ar by proxy any shares of stock which may at any time be held by them hereunder. (g) To consent to the reorganization, consolidation, merger, liquidation, nxdjuatment of a other cftange in any corporation, company or association, or to the Bale or lease of rite property thereof or any part thereof, any of the securities or other property of which may at the time be held by them thereunder, and to do any actor exercise any power with reference thereto that may be legally aceroised by any person owning similar property in his own right, including the exercise of conversion, subscription, putehsae or other options, the deposit or exchange of securities, the enttanee into voting trusts, end the making of agroentents or -3- Fm:MXFax -Joanns Nolan To:Vlcky (17172431860) 08:00 03/07I09GMT-06 Pg 08-11 subscriptions whkh they may deem necessary or adviaabk in correction then:with, all without applying to any court for permission to do so, and w hold, redeem, sell ~ otherwise dispose of any sectuitiea or other property which they may so acquire, irrespective of whether the same be authorised for tlx investment of estate funds by ttte lavra of the Commonwealth of Petuuylvania. (h) To cause to be registered in thdr names as Executors heceur-der, or in the names of their nominees without qualification or description, any securities at any time held in my estate. (i) To determine the manner in which the expenses incidental to or corrected with the administration of my estate hereby established shall be apportioned es between irtcotrte end principal. (j) To carry out agreemerts made by me during my lifatime, inclnding the conamnmtation of any agreements relating to the capita stock of corporations owned by me at the time of my death, and including the continuation of any partnership of which I may be a member at the time of my loth whenever the brats of the psrhterahip agreement obligate my estate or personal roprasa>tative to continue my interest thereiq and to enter Into agreements for the rearratganent or slteration of my interests or rights or obligatioaa under any such agreements in effect at the time of my death. (k) To apportion exiraordinery and stock dividends received by therm between income and principal in such manner as they may see fit; provided, however, thu all rights to subscribe to new or additional stock or securities, and all liquidating dividends shall tx deemed to be principal. -4- Fm:MyFex -Joanne Nolan To:Vleky (1 71 72431 860) 08:00 03/07I08GMT-06 P8 07-11 My Executors may freely act under all or any of the powers of this Agreement given to them in all matters concaming my estate hereby established, aRer forming their judgment based upon all the circumstances of any particular situation as to the wisest end best course to pursue, without the necessity of obtaining the consent or approwl of any court, and notwithstar~iag that they may also be acting ~ an individual, or as an agent for other persons as an individual, or as en agent for other persona or corportions interested in the same matters, or may be interested in connection with the same matters as stockholders, directors or otherwise. The powers herein granted to my Executors may be exercised in whole or in part, from time to time, and shall be deemed to be supplementary to and not exclusive of the general powers of executor puruant to law, and shell include ell powers r-ecesasry to carry the same into effect. The enumeration of specific powers herein shell not be con~trlred in any way to limit or affect the general powers herein granted. ]~. If any income or principal shall be payable to any benefiaary who is under the age oftwenty-one (21) or shall ba under a legal disability or in the sole judgrnmt of my Executor or Trustee shall otherwise be unable to apply such payments to his or her own best advantage (hereinafter referred to m minority or incapacity), my Executors or Tnntee shall hold such income and principal during mirtarity or incapacity and shell apply such income and principal to the healdt, maintettttttce, support and education of such beneficiary during minority or incapacity without the appointment of any guardian a committee or any authority of court and shell make ail or any portion of any such payment in any one or more of the following ways: -5- Fm:MyFax -Joanne Nolan To:Vleky (1 71 72491 850) 08:00 09/07/09GMT-06 Pg 08-11 (a) I~rectiy to such beneficiary. (b) To the legal guardian or conservator or custodian under the Uniform Transfers to Minas Act of such beneficiary. (c) To a rotative of such beneficiary to be expended by such rotative for the benefit of such beneficiary. (d) By themsdves, expending the mttu for the beta8t of such beneficiary. Any Ong income and principal to which such beneficiary shall be entitled shall be psid and distributed to such beneficiary on the termination of minority or incepnciry. ITEM Q. I hereby nominate, corutitute and appoint my son, JOHN J.P. MITCHELL, my daughter, JOANNE NOLAN, end my daughter, CHRISTINE McCLEERY, as Executors of my estate. It is my intention that my Executors serve without wmpemstion as a service to and for the benefit of themselves end their siblings as beneficiaries hereutder. My Executors are specifically relieved tirom the duty or obligation of filing any bond or bonds. jTEM 7. For the convenietKx of my Executors, l note that this Will has been proparod by Ronald D. Butler, Esquire and the Butler Law Firm. -t5- Fm:MyFax -Joanns Nolan To:Vleky (17172481880) 08:00 08107/08GMT-06 F9 0&11 M WITNESS WHEREOF, l have hereunto aet my hand end seal to this my Last Will end Testamdt~ this ~~ day of , 2007. .[")~'1'J~'1~~~ ~~""" t (SEAL) /~, t3enrude L Mitchell WITNESS: llpgr~ ~1S rosiding u ~ b r~V~aunfl ark IJCt~IG.. ~~. Gaeu.~ roaiding !ll.~oq Ga.~a ~ill,~i -7• Fm:MyFax Joanne Nolan To:Vlcky (1 71 72481 860) 08:00 03/07/09GMT-06 Pp 10-11 COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF DA~ C (,~(~~f Q/,~ ) m(0. OF1t UDE t. M1T ELL, \leer,... (~..~.~ , and ," ~o~tn ~n, C~c`~ .the 'x and the witnasses respectively, whose signed to attached or forogoing irtstraman, being first duly sworn, do hereby devisee to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her) and flat she exeenlted it as her 6+ce and voluntary act for the purpose therein expeearxd, and that each of the witnesses, in the presence and hearing of the TestaMx, signed the Will ea witness and that to the beat of their knowledge, the Testatrix was at that time eightcen yeah of age and older, of sound mind and under no canrtraint oe undue influence. Gertrude I. Mrtche~ 11 Witteess ~-w;t~ Subacribad, sworn to and acknowledged before me by OERTRUDE 1. the Testatrix, and subscribed and swprrt to befgLe me by ~., My Com imvssion Expires 0's n „5 ~ ~~a(,Gdj _g. COMMONWEALTH OF P NNSYLVANIA NOTARIAL SEAL SUZANNE M. OEDERER, Notary Peptic Camp HiY 8aro, Callharland County My Cammisswa Expiry Au{. 20.2009 A. Settlement Statement U.S. Department or HoualnQ and Urban Development To V Fran wllx B. Typs of Loan T-._ _ a. Flb Nansar ]Loan Nunaw B. _ 1. ^ FHA 2 ^ FmHA 3 ®Canv Unins. Modpepe lnwrenca Cex Number: 4. ^ VA 5 ^ COnv Ins 1041 41169739 ~_ _ C. Nob: Thla form is fumished b Iw -"'- -' -- 9 Ya+ a ebtement d adwl settlement castl. Anlaunta pab b and OY ero wMemwt spent are aMwn. Ibma marked _ __ _ 'lp.o.c.y. were Pald outske_ dosin0; may xe shown here for In/armetlonal Purposes end not Indudstl k tla tdeb. D. NameeM Adtlrax d8amwer ~-wm. Ma,u~... ~i sri_.._____T..' ___ ._-.-.___.______.. KENNETH C. FORD ESTATE OF GERTRUDE I. MITCHELL MEMBERS 1ST KAREN L. FARR JOANNE NOLAN ,EXECUTRIX FEDERAL CREDIT UNION 1468 TIMBER BROOK DRIVE 5000 LOUISE DRNE ME_CHANICSBURG___ _ PA_ 1705.0 _ _ CAMP HILL _ __ PA 17011 MECHANICSBURG PA 17 OaS G. PicpMytouuon: _ _ _ i~Sdtlement P9ere MEMBERS IST SETTLEMENT SERVICES, LLC TAX PARCELa 10.20.1848-351 SOB COLONY ROAD Plea o/3atlemsnt - L ssitlensnl oar: CAMP HILL PA 17011 5000 LOUISE DRIVE e/27200® Ld: Bbrk' MECHANICS8UR0 pA 17055 Dlsdueeronl8eb: J. Summary d Bomowx's Transeetlon _ K Summary of aeNeYS Tbnesellpn 7/1009 700. Grow Amount DW From Borrowx ___ __ 408. Bleee Ameurv n... Tn 41W - _ .._._ tot. _CentectxWPk?-_________ tot PanenY -.--PW>ML____.___ _ 237~000.00 _ ___. _. 401_Canbsa vYp Orloe _-_-- ---" 102 PanmN Oaoenv 2J7000.00 '-'- tag. Saasmenltlwlpebeanawx Pn•110fl~._.__-__ _._ Bi404_16 . !03__ 7w.-_..__-_.__ ___..___-_ _ ~ 104. 70e. ----__.---- ----_._ ------ 406. -------- AdJwtmwb fler Hems 9^m-Mr eNNr In wvanw _ ... ___.. ---- __ _-___ _ - -- AdlwansMS for Itxne pub by eNlx In ettvenw _- 106:. CiLMxn bzae b _.. __.......__...___ toe. Ham tux b -._.._-..-. 107. County b>,e!_fi272008 b 11/31/2008 _ 189.33 10]. Cou lux 827/2009 biT/312008 _._-_ - _--___109.38 106.-Axxemenb _ _b 106. Mrexmeb b ___._ _ 1oa_S_C_HOOL _ E!27/2000. b 8!00/2010 _.__ _.501.82 4W. SCHOOL 8/272008 b 89WZ010 - _-.- x,501.92 110. SEWER &272008 b 9170/2009 __-. _-__-__-__.__.____ 51.34 ~ -- 110. SEWER 827/2009 bB/3W2008 _... ------ 51.24 111. -_. __ _______.__t?..____ __ ______ H1_ b1 .__ _______. _.___________L? _____. 412.0 --b _.____ 0,00 113. b _ .___.____._._ __.___._ _ __..____... 113. b . -___.- __..___... _-__.--__1°__-__.____._ ..--_- 011. b __-_-___-___--___ ro -_--- -_ ate. m 120. Brow AmauM Ow From eorrovver 0 247,128.70 _ 420. Brws Amount Dw To BNIx y)g x,54 ] 0. Amounb Palo Or In BeMN tN Borrovror - sY_.__.-_____ _.___. 300. RtWUCtlora In Amount Dw TO 3eINr 201__DepoYtarmep nw _.-__-_. _.-_- 2500.00 5pt. Eaw da ow ess inxuctlon) Zp2._Pnntl)_al amwnldritni bsn()_.. __.-___ .-_22_3,150.00 e02. 8dusnsnl Uarwsb eNNr 11Me1~__ 44830.00 70.9. _rxburp b.rH.)yk«_t.u .m --L°d.__-._.- _.__ -_. _ __ _______ -_.__ So3. EvbtlnobWglabn eugaUb _-...___._.._ __. ___-___ __.. ___ _._ 6D4_PeyMldflM nupeoe loan NS -_ ___ 506 P•~'oed eemneimrkla0e ben zoe. RADON MITIGATION SELLER CREDIT ._ _ __. - 705.00 _ __ _ ~-'---" ape RADON MITIGATION SELLER CREDIT _--"'- "-- 703 00 307. fi0L .. -.. -- . __._ _ . zoe. .___ _____ _.__-___ "-__ . ---.--__ 506. .-__._____... 20p_ __.____- ._- __-___-_-_ 60D. __--____._.__. _ AWwmupa_tor.R4meunpelany..lbr .---- --------„ taNUnn brlbtn. unt9atl_ --- °~ __-._IlYIbwn qx• ____._____.._--___ --- - Ste. G2llpwn tax b ----- _ ._ 21L CouMy_tnr __.___._t_°__ _____.__ __._ __ S11. COUdybese b 212 aenemenb b --- -------' 512. Nerwnerae b ------.._.. 113. b ___.___ .___ __.. __ __. _ -._-..._._-.. -.__.. 516. b _____ 210. b ____- __-__. ____._______________ -_-----______-_ _ fi14. b 216. b _. _.. _.___ _-__.-________. _... _.._-_ _. 5U. 0 b ____-_-.... ___ 0 00 71a, b -------_-___-_._-----.... - 6te. b . ----_-_ .. - - 7i~. m --___.._ zta, b ------- 7te b ~ -------- . _.-_-_- e1a___ b 220. ToW MW BY/Fx Borrowx 228 785 00 -_ 320. Tofsl Reduetbn Amount Dw BsIMr . . ___ _ _ 65.683_M 302. Lau •inge~b P!itl Mrtar popowar {fliro 220) _ 707. Cuh ®Prem n r.. e.,.... Sectldt 5 d ms Rea Esbb Settlement Proeedaea Ad (RESPA) requlroe me IdkANn9: • F1UD mwt dewlap • Spitlel Inrormetlon BcakNt b help perooni DonoMnp matey b aMnb the PurohW of rosl0entla rW eeleb b W Wr urgaabrq me nabro and cab a rNl wbb wttlsment services; • East brMx mwt povlde tlN bodast b all applicalh ham whom It receNq p far whom H papaw a vnltlen apglutlon b borrow rrartey b flnenq the Wrduw d roskbntlel reN wbte; • LBfIdM must prepare arW dbblbub wlm the BOOklet a Good Felm Eatlmab of me wttlement ooeb mat the borrower b Iikaty b InWI In connectlon wlm me wttlemeM. Thaw dbdoauroa aro meMatory. OMB Approval No. 2502A285 (ezpirea 11/30/2009) -__ - 238722.¢4 __ _45,885.00) Sedlon 4(a) d RESPA mandator mat HUD devebp antl peaxibe Uas sterMaro farm b be used at the tlms of ban wttlament b ProNde full tlbdosuro arall rAaOee knpay upon me barpvar ant saw. 711eae are mks p1M dleo'oeurea mat aro deaWnstl b povlde ma borrower wIM pntlnent Infarratlbn tlWnO me settlement process In oroer b De a bath ahoppx. TM Pudk RepOrtln9 Burden for mb cdbctlan W mfamWkn b wtlmated b ewro0e ow hour Px response. Indudkp ma tlme fa rsvlewkl9 Iwtruo- tons. ewrdtlrp ezbtlrlp data aoumw, Bamedn9 and malnbaln9 ma data Hewed. era comPbtlnp ant rswawmp ms cosectlon M Inhantlon. Thh a0enry mry not mWd mb Inlamatlprt, and you aro not requlrsd b complete ma krm, unbw tl dbplaya • arrontly vela OMB control number, 7M inromatlm requwbd tlow not land BaeY b canfldenllaNty. Prevloue eatlone are o0adea Paps 1 W 2 brm NU0.7 (3/88) ]n7 ~~t1 MHandbook 4305.2 ~~C cv~ ~' z. Qe .. /U _ L Sattlemant Cherpu __ _ _ 7M. TOW 3mauBrobh Commbabn brN r prlr { 237 000.00 5.00 _ %. 11 775.00 _-. __ - - ---- .-_ ~~ ~ ~ ~ _~ Pam Fmm Pam Fmm _ OivlaiOn al COmmuion., QIM 7001 rblbwa _._ ___ 701. f 11775.00 m KELLER WILLIAMS OF CENTRAL PA __ _-_____ BOnvAKa FundsN Sallafa Funda At __ ]02 5 __ m Bememenl Se6bmanl 703. CommlsebnpeH al,SambMnl _.._ _ ___ _ _ _ 71 775.00 700. TRANSACTION FEE TO KELLER WILLUIMS F CENTRAL PA 225. 225.00 800. Ibma Psyabb In Connepllon WIM Lan ' 801. Loan OdpinaeOn Fee ___ 2251_, 50.00 1.0_0 % _. - - ___ 2251.50 1 _.__ 802. Loan Olacoum 228 750.00 0.25 % 552.88 -_.._ 909. AgniW Fr - _. _- _____._.____--__ m -____-.__ Bw. pose wpan-- m -- --- 806. Lameys Inepedbl Fr 809. MO Inwranu Frb Boe. APPLICATION FEE MEMBERS 1ST FCU (5375.00 P.O.C.I Bop. UNDERWRITING FEE __ MEMBERS 7ST FCU __ i~rp,pp 310. DOCUMENT PREP FEE __ _______MEMBER913T FCU -- 2g5,Op 811. -__.. _...__ 812. 913. tom. HaaNlnsmanw 3 monela0l{ 3994 _mpflh -.__ .__-719.82 _-_ -- 1003. MorlypeMwnnw nmMN { m mpah --~ --- 1009. CRY OmpmIY Wr _monmamj _.. er mOnm 1004. COUnN plopadY bxr 1006. AMUY earrMnb 7 _ _ nm0ea®f rMn9n®f 4088 oar mOmh mn„IR _-.285.23 ---. 1006. SCHOOL -- - 3 _ montla®i _1/&87 oar monm -~- t00i_FLOODINS. __ nloneM~= Pm month ~~--- -.-_.. 1006. Acown _ -. 1 .89 .--__. 11Ot_SeltlanlwladaMgb m - - -" --'----"' 1102_Abr~a atlW arras -__._ b _ .._- _ _ ttm. TNP ssaniietlwi _-- ro 11M. TtleMwrml0e 6mdar -._._.._!o 1106. _Oawmea PreesnWn m 1106. N _ __.__~a ~Pr ___ _ m ANNETTE C. MVERS _ - ._ 110].. A6pnga ler_-____ ro MARTSON LAW OFFICE _..__ (IndWx ~OOw Wma nunMn: 1108. TIBB IMUrres m MURREL R. WALTERS III ESQUIRE --2000 -_.._.______. _-_._ ..._._ - _ .. 30 ~_ _ ln?uesa a0o_w Mama nunpn _1707.11 W 1108 PENN ATTORNEYS TITLE INSURANCE CO. _ 110p. Lmmaya ___-_ Oasiay_a _._ __.. i ~5150_OOeMaraemenh 100 300 and 8.1 _-___ . _15y4 00 _ -.._.- _. HID. OwnNa arngap __-___- { ___ 237.000.00 1111. --_ -__ _--_.__ 1113. _ _____ 119. 1 200.OwNnmenl Recaraln~alW Tnufer Charge{ _ __._:.____.. __Oaatl f ____,/B.SO ; 6lnmaaa S ._.-78_50_RNrw i _ 125,00 1202. Clly{murl~temaMp: Dead f ___.370.00 : Mpnya~s f ___ 2,370.00 . ,. twb./ebmprr DeM t __._. _..2.370.00 'MOnpepe f -_._-_ 2,370,00 1200. __ .-_ 80.8. _._. -_._____. ___. uoo. ~aaroonua.nhnancha. ap a-----.._------- - - --- ------- __-1- P^!Y---------- m -- 13oZ. Prl f!ryw1~! ._ m. SOUTH CENTRAL PA HOME INSP (3150 00 P.O.C. BUYER t3o3. FURNACE SERVICE TO R.A HAINES ~~ -- --- "--- --"~ "" -- --- t304. TAX. CERT FEE _ _ .___- TO MICHALE LANGAN 13x6. AMS HOME WARRANTY TO AHS -_____. 5 ~ _.__... -_._ __ - -_ - _-- 1306. ._.- _._____.. 190E ____-____.__..__________-_.. 1306. .. _._ 1400. ToW BaWarrrarM C Mhr on IInN 107 S tl -__-- _. _.___._. __-__.-_ _ 495.00 "'-___.. _ -____ , ao on J erlU 503, Oeplbn 8 4 .18 M 9 .00 ..cn anon uvn Inaw~nrvbwep the Hl10.1s.1WmwsbrMnlnmmeb e.nw my mpwNW~aM psWl.rclaa bm aM awmrak eb mncNp. mq dlsbrnmrirb on n~ OIJt'/m},h .aW .ImMar MRy tlyll NVa recNwds copy Mllb NUD-]yM,x ESTATE OF GERTR DEL TTCHELL -~---'-'---emrawsr ~,j~ KEN ETH G FORD -___ ___ Barrovnr JOANNE NOLAN , ~ KAR N L. FARR Ta ple Gam by 1 rm~a aY b~ib~m~pl.P~~b. WaaM amnam snmunla~wOM rsuNM aM haw Orn awYl Oa aNmnatl __ _ _2 7 _ ___ _ ~ Tod --- ssmmnellApam __ oab MEMBER SERVICES, LLC ' ---'--- mARNING: ~ 1 Wbmmlb btlx UNbp9Ww an eW arelry aemr eenWrfnm. PeMmr upon cOnvblbn can lnrJWSaflM eM 1 101 . PreWOU eNtlarb ale abaobb Pape 2012 corm HUD-1 (3/88 ref Handbwk 4305.: PSEf~ April 14, 2009 Account # 8537XXXXXX VICTORIA L OTTO MARTSON LAW OFFICES 10 EAST HIGH ST CARLISLE, PA 17013 Dear MS OTTO: The following is the status of MRS GERTRUDE MITCHELL's account with PSECU as of the date of death Joint Owner's Name Joanne Nolan and Mary Beth Garland added 07/20/2007 as JOINT TENANT W/ROS; both removed 07/27/07 Date of Death 02-17-2009 Date of Birth 11-15-1923 Share Description Open date Balance Accrued Dividend S O1 Regulaz Shares 07/20/2007 $5.16 $ 0.00 S 04 Checking Shares 07/20/2007 0.00 0.00 S 07 Money Mazket Shares 07/20/2007 13.04 0.00 The dividend earned from January 1, 2009 through the date of death was $ 0.00. The decedent had no loans with us. We do not have safe deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, Sue Walter Member Service Representative Finance Support Unit Pennsylvania Sfate Employees Credit Union Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 • 71 7.234.8484 • 800.237,7328 • Mailing Address: PO. Bo. 67013, Harrisburg, PA 17106J013 71 7.777.2100 (TDD) 800.472.1967 (TDD) This credit union is federally Inwred 6y the National Credit Union Admtnistrolion. Equal Opportunl Lender www.pseC0.COm ,~ Citizens Bank- Account Number 6100763749 Account Title GERTRUDE I MITCHELL JOANNE MITCHELL NOLAN Date ed 7/15/1970 Account T Checkin Princi al Balance as of DOD $26663.47 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $26663.47 YTD Interest to DOD $ .00 Joint made on 12/17/2007 CitizensBank~ Account Number 6140-217520 Account Title GERTRUDE I MITCHELL JOANNE MITCHELL NOLAN Date O ned 6/24/1999 Account T Savin s Princi al Balance as of DOD $65.32 Interest from Last Postin to DOD $ .00 Account Balance as of DOD $65.32 YTD Interest to DOD $ .02 Joint made on 12/17/2007 _~; ~. a.. v. _P /1 STIFEL NICOLAUS August 07, 2009 Maztson Deardorff Williams Otto Gilroy & Faller Martson Law Offices Victoria L Otto 10 East High Street Carlisle, PA 17013 Re; Gertrude I Mitchell DOD 2/17/2009 Deaz Ms. Otto: Enclosed is the information you requested for Date of Death values for Gertrude [ Mitchell. Thank you, ~T ~~~~ Mary Ellen Lynch First Vice President/Investments Enclosure MEL/jes STIFEL. NICOIAUS & COMPANY, INCORPORATED 235 ST. CHARLES WAY, SUITE 200 ~ YORK PENNSYLVANIA 17402 (717) 741-8900 ~ 18GG) 347-2384 TOLL-FREE ~ (717) 741-1217 FAX ~ www.sTIFEL.coM MEMBER SIPC AND NYSE ~ . G a D. /' ~__ ~ D { ;;* 'O ~ N i ; '.:•fi ~ 'cif "~ Mh ~ ~ ~ '•U~ J Min .'-~' , i O O ~ ~O O m ~ ~ ~ 00 ^ N ~ W N b ^. iN ~ 9 f1 y P ~° 6 ^ N ?^~ oooo,v~'ioooo~no~u~~,vYi ,o ~o ,~n ~no~,o ~ In~c~S~am ~; b Yo N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ~O O O G O 0 0 ~ D N °, 0 00 .goo 000.00 0000 ~ ~ ~3,4 ~ •• .- m o S o_ o. g$ g_ g o 0 0 .~ o 0 0. o o g o,o_ o. o,eq ~ ! ~ Y O 'P ~m NNtnvvvvvv ~~~'i ~x ooaDn Dn ~~ '=oo ~ o d ~ pp ny2 2 S 2 D D~~~ Q r G 3 r O ~^ I Y =~- y~ClflA~~Tss~~mgpg ^-~~,v~o~ ~.~DV~~2GZ~ ? I ~~ ~bO ~ 3 m p c~ c a ~ R ~1 ._. a. 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N I O~ Z C N~ p~~$SSoo~O gSoo.~.o~o:o$~SiQO ~~ m^' Q R H N N N N t k N N N M N M N N N N• N N N M N ~ nn 0 N~y E;a~ N.. m ~ ~ ON~O :~O ~O ~VI ~yaaN ~O OD m tr~opt ~~~ppO tYSI ~tYil ~ppOf W ~D wOp~~yA~ mA .vvO LtpNNlpl~ W N OW1b ~ C~ S W V r~~ V. O r O T ~D N OYD . A N tVl1 ~~.A j O i N W~~~ tp W V O~ b y ~~ A V y IN p~ IA W i+~m ,,pp jN NN~i+~jj.~~ N'UI LI YO N~~ t^Qf ONO O•S;S:tAO BOOS O'O O''000~0,0 Z~S~VI~O~ O~ NY~O C ~ Y Y Y: Y Y Y Y H Y Y Y Y Y IY Y Y 'Y '. Y Y Y ~Y 'Y .e'A W Y (A vl to O IR z z 3 ~Al ~O ~J /~~ ~ J b Q ~o m yV b'^ ~ t`'^ ~~ ~g~3 ~iTY O ~ W ~. <~ ~, ~~ ~ ~~ A,oo O.o~s o.ca;O~eo.ooaawecA, ~ ~4 ~ ~ 1 ^-~pQ.~roo;ou?oyoo~-ooUs~to~U--~!l~' ~ a` 3 ?, ^1 (~ Q~ U1Vl ~ .f (1l Vi •l ~ 1 ~1 1 .1 '1 I 1 1 ~ ~ a~ I 3N ~ mo o ~ b _ '~ u C " n .-0 ~ .~ w ~ '~ a ,~ 0 (!~ 6` P,J op Rl ` .~ 7a tU~ ~1 .O 10 ~ .~ pp ;fi : J ~ ' m,~ O N O'U,UUj.p u O ~'~l~pN g Q~ 0 0 o'f~Ul 0 o u p b ,`~ m~ 0 0 U O~ O 9 u O O.O ;O O 0 e p /;,~, ~ i o u, T• 'r u d N - '\ X Z iq b COMMONWEALTH OF PENNSYLVANIq DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TA%ES DEPT. 280801 HARRISBURG, PA 1]128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE MCCLEERY CHRISTINE M 2641 WILD HORSE OUINCY, IL 62305 MILLERSVILLE, PA 17551 -----•-- ,oa ESTATE INFORMATION: sSN: 2oate-oaaa FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 08/17/2009 POSTMARK DATE: 08/13/2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/17/2009 REV-118 N0. CD 01 1630 ACN ASSESSMENT AMOUNT CONTROL NUMBER 09503416 ~ $2,777.96 TOTAL AMOUNT PAID: REMARKS: CHRISTINE MCCLEERY CHECK~i 1008 SEAL INITIALS: WZ RECEIVED BY: $2,777.96 GLENOA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSVIVANIA • DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 1]128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE MITCHELL JOHN J.P. 839 RIDGEWOOD DRIVE MECHANICSBURG, PA 17050 REV-1182 EX111-98) N0. CD 01 1234 ACN ASSESSMENT AMOUNT CONTROL NUMBER faW ESTATE INFORMATION: ssN: zoa-la-oae3 FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 05/14/2009 POSTMARK DATE: 05/13/2008 COUNTY: CUMBERLAND DATE OF DEATH: 02/17/2009 09503418 ~ 52,777.96 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 3729 INITIALS: CJ RECEIVED BY: 52,777.96 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA OEPAgTMENT OF REVENUE BUREAU OF INDIVIDUAL TA%ES DEPT. 26D601 HARg156URG, PA t ] 128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT fiEV-118 N0. CD 01 1241 DUPLICATE NOLANJOANNE 7710 SAVANNAH DRIVE BETHESDA, MD 20817 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- yea ESTATE INFORMATION: ssN: zoo-ie-oaaa FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 05/15/2009 POSTMARK DATE: 05/12/2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/ 17/2009 09503420 ~ 32,639.06 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 624 INITIALS: AJW RECEIVED BY: S2, 639.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXE$ DEPT. 280801 HARgI58URG, PA 17128-0801 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-118 N0. CD 011242 DUPLICATE GARLAND MARY BETH 256 NORTH 29TH STREET CAMP HILL, PA 17011 ACN ASSESSMENT AMOUNT CONTROL NUMBER IaM ESTATE INFORMATION: SSN: 204-18.0883 FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 05/15/2009 POSTMARK DATE: 05/14/2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/17/2009 REMARKS: MARY GARLAND SEAL CHECK#6231 09503415 ~ S2,639.06 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: 52,639.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXER DEPT. 280801 HARRISBURG, PA 1 ] 1280801 RECEIVED FROM: flEV-118 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE HIMMELSBACH SUSAN M PO BOX 156 MILLERSVILLE, PA 17551 -------- loa ESTATE INFORMATION: ssN: zoaie-0883 FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 05/15/2009 POSTMARK DATE: 05/14/2009 COUNTY: CUMBERLAND DATE OF DEATH: 02/17/2009 N0. CD 011246 ACN ASSESSMENT AMOUNT CONTROL NUMBER 09503419 ~ 52,639.06 TOTAL AMOUNT PAID: REMARKS: CHECK# 6847 SEAL INITIALS: JN RECEIVED BY: S 2, 639.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2BD801 HARRISBURG, PA 1]128-0801 RECEIVED FROM: REV-116 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DUPLICATE STEINER AMY 312 ALLENVIEW DRIVE MECHANICSBURG, PA 17055 MILLERSVILLE, PA 17551 NO. CD 011262 ACN ASSESSMENT AMOUNT CONTROL NUMBER ~ -------- ,oa ESTATE INFORMATION: ssN: zoate-osaa FILE NUMBER: 2109-0294 DECEDENT NAME: MITCHELL GERTRUDE I DATE OF PAYMENT: 05/18/2009 POSTMARK DATE: 05/15/2009 couNTV: CUMBERLAND DATE OF DEATH: 02/17/2009 09503417 ~ 52,639.06 TOTAL AMOUNT PAID: REMARKS: SEAL CHECK# 4844 INITIALS: AJW RECEIVED BY: S2,639.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER