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Home My WebLink About12-14-09'J REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX 280601 Hanisburp, PA 17128-0601 15056051058 OFFICIAL USE ONLY County Code Year File Number INHERITANCE TAX RETURN ~ - O_ i RESIDENT DECEDENT Date of Birth __ 07/19/1936 Decedent's First Name MI Barbara ' A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW C~ 1. Original Return ~ 2. Supplemental Retum 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate 4a. Future Interest Compromise (date of C~ 5. Federal Estate Tax Return Required death after 12-12-82) C~'3 6. Decedent Died Testate C 7. Decedent Maintained a Living Trust ~1„_ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received 3 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 Heather D. Royer ' (717) 234-2401 _ e,.a -.. _ Firm Name (If Applicable) Smigel, Anderson &Sacks First line of address 4431 North Front Street Second line of address Third Floor City or Post Office State ZIP Code Harrisburg ~, PA ~ 17110 Correspondent's a-mail address: Hroyer@SaSIIp.COm Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and st it is true, correct and complete. Declaration of preparer other than the personal representative is based on all SIGNATURE OF ADDRESS SIGNATURE OF PREPARER OTHER THAN ~~VILLS USt~ILY _~~~~ ~_ ,., ~ -~ t ~u `.._ =- ~ ~ 3 .~$ATE FILED A] `.~'~ r r- ,; ,...~ ~ ~ 3_3 ,. , T v 'ti ~`^r-i c.:~* `~ t- -,E-ti r _.. _ _ - r .~.... a..u ..v au. / a... 1V L11Y ELECTRONIC MALFUNCTION WITH TIMECLOCK -THE (:LOCK DATE ON THIS DOCUMENT IS 12 HOURS BEHIND T'HE ACTUAL. TIME. --REGISTER OF WTI,IS/CLF1tK OF ORPHANS' CRT nt >~ a c~ w1n•rr. • r D rTEmi~ ~ ~~ _ ~Z~ tc~ O~ DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 15056051058 15056051058 J 15056052059 REV-1500 EX Decedent's Name: Barbara A MCCatthy RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Stocks and Bonds (Schedule B) ....................................... 2., 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. E, 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) C'~ Separate Billing Requested ....... 6. '' 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 ~ 10) ................................... 11. E 12. Net Value of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........................ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ........................ 14. Decedent's Social Security Number 209-28-9279 139,176.38 18,619.11 25,828.88 231,815.74 23,181,574.00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or _ ___ _ .. _ __ __ , transfers under Sec. 9116 _ ... _ (a)(1.2) X .0_ 15. ~~~ ~ ~~~~~~~ ~ ~~~® ~~~ w m 16. Amount of Line 14 taxable ~ ~~ ~ ~ ~ at lineal rate X .0 45 228,315.74 ~ 16. 10,274.21 17. Amount of Line 14 taxable ~_~. ._..~_~ ,. _. w~~ ,~ . ~..~. at sibling rate X .12 ... ...... ~. ~_ 17• I ...~_~ ,w..., u~ ,.. .... ~~~ ~_~_ 18. Amount of Line 14 taxable 50 00 3 ' 0 525 00 . , at collateral rate X .15 18 . 19. TAX DUE ....................................................... .. 19.' 10,799.21 ', __ __. _. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT C~ 15056052059 Side 2 15056052059 REV-1500 EX Page 3 Decedent's Complete Address: File Number ,,,~~ ~, ~ r ..~.. ~ ...... ~,. -s r l ~ <i DECEDENTS NAME DECEDENTS SOCIAL SECURITY NUMBER Barbara A McCarthy 209-28-9279 STREET ADDRESS 11 Hartzdale Drive CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 10,799.21 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 10,000.00 C. Discount 526.30 Total Credits (A + B + C) (2) 10, 526.30 3. Interest/Penalty if applicable D. Interest E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 272.91 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 272.91 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: a. retain the use or income of the property transferred :................................................................................. b. retain the right to designate who shall use the property transferred or its income : ................................... c. retain a reversionary interest; or ................................................................................................................. d. receive the promise for life of either payments, benefits or care? ............................................................. 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................................................... 3. Did decedent own an "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 surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not 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. Yes No ....... ^ ....... ^ ....... ^ ....... ^ REV-1502 EX+ (6-98) SCNEDIJLE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS $c MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Include the proceeds of litigation and the date the proceeds were received by the estate. Ali property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PNC Bank Checking Account #5005709724 25.00 2. Members 1st Federal Credit Union Account #317556-00 7,483.97 3. Personal Property 7,642.00 4. Malzeppi Funeral Home Pre-Arrangement Plan 3,685.00 5.' Holy Spirit Hospital refund on payment of medical bill 12.50 6. Refund from Ohio Casualty Homeowners Insurance 38.00 TOTAL (Also enter on line 5, Recapitulation) ; 18,886.47 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDUI.E F JOINTLY OWNED PROPERTY ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Kathleen L. Boose B. C. JOINTLY-OWNED PROPERTY: 301 Pleasant Corner Ct., Red Lion, PA 17356 Daughter ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTIMION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % of DECD'S INTEREST DATE of DEATH VALUE OF DECEDENTS INTEREST 1. A. 03/28107 `PNCBankAccount#5140039655 19,538.40' S0% 9,769.20 2• A. 11/03175 Members 1st Federal Credit Union #17812-00 5.69 50% 2.85 TOTAL (Also enter on line 6, Recapitulation) 15 9,772.05 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) SCHEDt~LE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBE DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER ATTACHA COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1~ PNClnvestmentAccount#5001-4654 10,372.43 100 10,372.43 2. Members 1st Federal Credit Union IRA Savings Account #317556-10 9,551.66 100 9,551.66 3. MetLife Total Control Account #4035269765 12,143.26 100 12,143.26 4. Office of Personnel Mgt-Thrift Savings Plan #6207923497647 39,123.26 100 39,123.26 TOTAL (Also enter on line 7 Recapitulation) ; I 71,190.61 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0298 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: ~~ Melzeppi Funeral Home 4,492.35 2. Funeral Luncheon 222.72 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)IEIN Number of Personal Representative(s) Street Address City .State Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees ~. Register of Wills -Short Certificates s. Legal Advertisement s. Auctioneer Appraisal ~ o. Title Abstract Fee 1 ~. Mileage and Postage ~2. Repairs to house Zip Zip 16,912.00 379.00 4.00 230.68 125.00 35.00 79.50 254.00 TOTAL (Also enter on line 9, Recapitulation) I $ 22,734.25 (If more space is needed, insert additional sheets of the same size) L` ' REV-1512 EX+ (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & IIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~• PP&L 251.84 2. UGI 213.21 3. PA American Water 194.75 4. Andrews & Patel - Re: Chart copy fee 51.60 5. Lower Allen Township -Sewer 96.00 6. Ohio Casualty Insurance -Homeowners Insurance 128.00 7. Darren Barbacci, DPM - Re: Foot doctor bill 25.00 8. Quantum Imaging -Medical bill 8.17 9. John Vasiliadis - Re: Lawn Maintenance 315.00 10. Harrisburg Pharmacy -Pharmacy bill 70.86 11. Smigel, Anderson & Sacks - Re: Estate planning invoice 1,679.50 12. Holy Spirit Hospital -Medical bill 60.70 TOTAL (Also enter on line 10, Recapitulation) $ I 3,094.63 (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 Barbara Ann McCarthy a/k/a Barbara A. McCarthy 21-09-0398 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 [indude outright spousal distrihutions, and transfers under Sec. 9116 (a) (1.2)i 1 • Kim Wright and Richard Wright, Camp Hill, PA Friends $500.00 2• Jue Sheaffer, Fredericksburg, PA Friend 500.00 3• Mary Mahey, Harrisburg, PA Friend 500.00 4• Melanie & Scott Pepperman, Mechanicsburg, PA Friends 500.00 5• .Rebecca Karge Friend 500.00 6• :John & Nancy Vasiliades, Camp Hill, PA Friends .500.00 7• James & Dee Hinkel, Camp Hill, PA Friends 500.00 8• Kathleen Lynn Boose Daughter 25% of residue' 9• Rachel E. Keller, Charleston, SC Grandchild 7.50% of residue 10. Laura M. Keller, Philadelphia, PA Grandchild 7.50% of residue' ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THRO UGH 18, AS APPROPRIATE, ON RE V-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 8. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS (If more space is needed, insert additional sheets of the same size) 9555-1-57Codicil/HDR/tmc 2/23/09 4:12 PM FIRST CODICIL TO THE WILL OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, having made my Last Will and Testament dated March 3, 2008, do hereby make, publish and declare this to be a First Codicil to my said Will. ,--~ ~> ~ ~ - --: Addition of Provisions ~ '' ~' - _~_ (-l = The following new Paragraphs are added to Article II on Page 2 of the afor~s~r~l~Will;,, _ - ;- ..~o -~ C. I give the sum of Five Hundred ($500.00) Dollars to KIM WRIGHT mid RICHARD WRIGHT, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both KIM WRIGHT and RICHARD WRIGHT fail to survive me, then this gift shall lapse. D. I give the sum of Five Hundred ($500.00) Dollars to JUNE SHEAFFER, presently of Fredericksburg, Pennsylvania. IfJUNE SHEAFFER fails to survive me, then this gift shall lapse. E. I give the sum of Five Hundred ($500.00) Dollars to MARY MAHEY, presently of Harrisburg, Pennsylvania. If MARY MAHEY fails to survive me, then this gift shall lapse. F. I give the sum of Five Hundred ($500.00) Dollars to MELANIE PEPPERMAN and SCOTT PEPPERMAN of Mechanicsburg, Pennsylvania, or to the survivor of them. If both MELANIE PEPPERMAN and SCOTT PEPPERMAN fail to survive me, then this gift shall lapse. G. I give the sum of Five Hundred ($500.00) Dollars to REBECCA KARGE, presently of Mechanicsburg, Pennsylvania. If REBECCA KARGE fails to survive me, then this gift shall lapse. Republication of Will In every other respect, I hereby confirm and republish my Last Will and Testament dated March 3, 2008. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this First Codicil, consisting of four (4) typewritten pages, including this attestation clause, to my Last Will and Testament dated March 3, 2008 to be executed, declared and published this ~ day of fe. }-~ , 2009, at 11 Hartzdale Drive, Camp Hill, Pennsylvania. ~~, ,~,.~rF~ ~~ ~~'_~~~-. (SEAL) BARBARA A. McCARTI~i' Page 2 of 4 Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her First Codicil for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ~~ Residing at ~ ~ (~,Q,~ ~~~ (~ ~ ~ (~ s ~-~zr~cs~. t ~ ((C~ ~, Residing at ~Q~(t Liw~a~1^~ td,! Page 3 of 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, BARBARA A. IVIcCARTHY, the Testatrix, an ~ , C~Slc,n ~. CS~~I~ ,the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as the First Codicil to her Last Will; that the Testatrix 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 Testatrix signed the First Codicil as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. -,~~'~ BARBARA A. McCARTH Witness Witness Subscribed, sworn to and acknowledged before e by BARBARA A. McCARTHY, the Testatrix, and subscribed and sworn to before me by and L'. ~'~ ,witnesses, this a g`fi' day of ~r~~ , 2009. _ .._._, C_` ~ ~ ~ 1 . Jl ~.~ Notary Public ... ___- (SEAL) COMMONWEALTH OF PENNSYLVANIA Notarial Seal Vicky 1. Fitz, Notary Public Susquehanna Twp., Dauphin County Page 4 of 4 My ~m t_xprres Jan. 6, 2011 Member, Pennsylvania Association of Notaries i 9555-1-SPvvill/HDR/tmc 3/3/08 2:35 PM LAST WILL AND TESTAMENT OF BARBARA A. McCARTHY I, BARBARA A. McCARTHY, presently of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all Wills and Codicils previously made by me. MARITAL STATUS I declare that I am a widow. CHILDREN I have four (4) children, now living, whose names and dates of birth are as follows: THERESA CLAIRE KELLER STOPFEL born July 15, 1958 LINDA KAY WEBBER born October 31, 1959 THOMAS R. McCARTHY born June 24, 1961 KATHLEEN LYNN BOOSE born July 23, 1967 All references in this Will to my children include only the children named above. ~._~, ~:_ _, ~- ~ ,, - :, ::~„ ,.;: ~~ - .. ~- <? ~ ,, _ ~:;, _ : -} ::~~, :~ __, ,.. ~_ _ - -- _ . __, =, ~ - _-- =~, _ _ .~=- ~ : DISINHERITANCE ARTICLE I It is my specific intent, by the terms of this Will, to disinherit my children, THERESA CLAIRE KELLER STOPFEL, presently of New Cumberland, Pennsylvania; LINDA KAY WEBBER, presently of Marysville, Pennsylvania; and THOMAS R. McCARTHY, presently of Liverpool, New York, from any interest in my estate and no provision of this Will shall be construed contrary to that expressed intent. SPECIFIC MONETARY BEQUESTS ARTICLE II A. I give the sum of Five Hundred ($500.00) Dollars to JOHN and NANCY VASILIADES, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JOHN and NANCY VASILIADES fail to survive me, then this gift shall lapse. B. I give the sum of Five Hundred ($500.00) Dollars to JAMES and DEE HINKEL, presently of Camp Hill, Pennsylvania, or to the survivor of them. If both JAMES and DEE HINKEL fail to survive me, then this gift shall lapse. PERSONAL PROPERTY ARTICLE III I give all of my household furnishings and tangible personal property to my daughter, KATHLEEN LYNN BOOSE, presently of Red Lion, Pennsylvania, per stirpes, such that any issue shall represent and take their deceased parent's share. If my daughter, KATHLEEN Page 2 of 10 Pages LYNN BOOSE, fails to survive me and leaves no surviving issue, then I direct that my household furnishings and tangible personal property be sold and the proceeds added to my residuary estate. RESIDUE ARTICLE IV I direct that the rest, residue and remainder of my estate be divided and distributed as follows: A. Twenty-five (25%) percent to my daughter, KATHLEEN LYNN BOOSE, per stirpes, such that any issue shall represent and take their deceased parent's share; B. Seventy-five (75%) percent to be divided equally among my grandchildren and my stepgrandchild who are living at the time of my death: 1. RACHEL E. KELLER, presently of Charleston, South Carolina; 2. LAURA M. KELLER, presently of Philadelphia, Pennsylvania; 3. JENNIFER C. KELLER, presently of Bloomsburg, Pennsylvania; 4. JUSTIN D. KELLER, presently of New Cumberland, Pennsylvania; 5. NOLAN STOPFEL, presently of New Cumberland, Pennsylvania; 6. ANNA STOPFEL, presently of New Cumberland, Pennsylvania; 7. ALYSSA M. WEBBER, presently of Marysville, Pennsylvania; Page 3 of 10 Pages 8. DANIEL WEBBER, presently of Marysville, Pennsylvania; 9. COREY RANALLO, presently of New York, New York, and 10. MYCROFT BOOSE, presently of Red Lion, Pennsylvania. If either NOLAN STOPFEL or ANNA STOPFEL is under the age of twenty-one (21) at the time my estate is to be distributed, then his or her share of my estate shall be transferred instead to RACHEL E. KELLER to be held as custodian for his or her benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he or she attains the age of twenty-one (21) years. If DANIEL WEBBER is under the age of twenty-one (21) at the time my estate is to be distributed, then his share of my estate shall be transferred instead to ALYSSA M. WEBBER to be held as custodian for his benefit under the Pennsylvania Uniform Transfers to Minors Act until such time as he attains the age of twenty-one (21) years. EXECUTRIX ARTICLE V A. Aupointment. I appoint HEATHER D. ROYER as the Executrix of this Will. In the event of the death, resignation, renunciation or inability to act of HEATHER D. ROYER in that capacity, then I appoint SUSAN E. GOOD as the Executrix of this Will in her place and stead. Page 4 of 10 Pages B. Bond. No bond or other security shall be required of any Executrix appointed in this Will. C. Compensation. The Executrix shall receive reasonable compensation for her services performed as determined by the Court in which this Will is admitted to probate. EXECUTRIX POWERS ARTICLE VI I give my Executrix in addition to and not in limitation of the powers given by law or by other provisions of this Will, the following powers with respect to settlement of my estate, to be exercised from time to time in the discretion of my Executrix without further order or license of the Register of Wills or of any court: A. Investments. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to compromise claims, and to sell any property at public or private sale; B. Securities. To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; C. Litigation. To engage in litigation and compromise, arbitrate or abandon claims; Page 5 of 10 Pages D. Distributions. To make distributions in cash or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; E. Tax Returns. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; F. Loans. To pay off any loans I may have taken against any life insurance policies owned by me that remain unpaid at the time of my death; G. Borrowing and Encumbering. To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; H. Property Management. To manage, control, repair and improve all real and personal property; I. Insurance. To procure and carry at the expense of the estate, insurance of the kinds, forms and amounts deemed advisable by the Executrix to protect the estate and the Executrix against any hazard; J. Employment of Attorneys, Advisors and Other Agents. To employ any attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed necessary in the discretion of the Executrix; and to pay from the estate reasonable compensation for all services performed by any of them; Page 6 of 10 Pages K. Business Operation. To conduct alone or with others any business in which I am engaged or in which I have an interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry on such business; L. General. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of her fiduciary obligations. The enumeration of certain powers in this Will shall not limit the general or implied powers of the Executrix. The Executrix shall have all additional powers that may now or hereafter be conferred on the Executrix by law or that may be necessary to enable the Executrix to administer the provisions of this Will, subject to any limitations specified in this Will. NO ALIENATION ARTICLE VII No interest of any beneficiary under this Will or any codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. Page 7 of 10 Pages NO CONTEST ARTICLE VIII If any beneficiary or remainderman under this Will in any manner, directly or indirectly, contests or attacks this Will or any of its provisions, any share or interest in my estate given to that contesting beneficiary or remainderman under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary or remainderman had predeceased me without issue. LEGALITY OF ARTICLES ARTICLE IX If any provision of this Will or of any codicil thereto is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions thereof shall continue to be fully operative and effective so far as it is possible and reasonable. TAXES ARTICLE X All estate, inheritance and succession taxes, together with any interest and penalties thereon, payable as a result of my death and imposed with respect to any property, whether or not disposed of by this Will, shall be paid out of the residue of my estate. Page 8 of 10 Pages ,. ''a IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last Will and Testament, consisting often (10) typewritten pages, including this attestation clause, to be executed, declared and published this ~~,d day of (Y).~~G, ~ , 2008, at River Chase Office Center, 4431 North Front Street, Harrisburg, Pennsylvania. (SEAL) BARBARA A. McCARTHY Signed, sealed, published and declared by the above named BARBARA A. McCARTHY, Testatrix, as and for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. Tm. m. 'C~~d.~' .../'~ 4 ~~ ~, r t L- a Residin at ~ f Residing at ~G'J l~JG'jG~/~~u!~ ~~~ ~~~'~ :~ ,gyp ~~ 17r''/,._.~" Residing at s `~ (~,~~ ~t,,~~G~_,.G~ ~ ~ ~,'~ ~~~~~~ ~~~~~~~~ ~ ~ ~ ,~L~~ Page 9 of 10 Pages . -~ ~ . .` COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, BARBARA A. IV1cCARTHY, the Testatrix, and ~~C~ ~. C~~ , ~'' ~ ! 1~ and ~~~ ~ ~ ,-~; t w' -° j ,the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will; that the Testatrix 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 Testatrix signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~. ' . ~!~~ ~~ ~~~ -~-fem.--~_ BARBARA A. McCARTHY itness ''~ " ""`~ , ~ ~/'~ ` ~-. - - (..- (gyp _ ... Witness itness Subscribed, sworn to and acknowledged before me by BARBARA A. McCARTHY, the t Testatryi~, and subscribed and sworn to before me by ~,~~: ~~~ • _~~(~- ,~`.~y~~2 f"% ~1~^.-~.----and ~~~~ ~ .~ ,witnesses, this ,~, ,Y'~1 day of .~? ~~~ „r C'/'~ , 2008. Notary P blic 1` My Co m~~s ~ion~Expres`^,ti_,.s~LV~y~~ ;`~~ ~~,~ i Sc4i ~ol"iy2 ~v. SU:t iG!~Ccr1, E`:0~;:!f4 PUbIiC Susquei?arn^ ?~v;;:.. ~rr~apY~in County ilry G`iU'~~ rite :!i(?r'; '_ x,,;; ~;; !~i0'J. L~, 2~a Page 10 of 10 Pages A•~Settlement Stateme,<.~ U.S. Department of Housing and Urban Development OMB Approval No. 2502-0265 B. T of Loan 1 ~] FHA 2.^ FmHA 3. ^Conv. Unins 4.^ VA 5.^ Conv. Ins. 6. File Number 39054DAISLEY 7. Loan Number 0263745028 8. Mortgage Insurance Case Number 441-9334989-703 C. NOTE: This form is famished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. D. NAME OF BORROWER: Matthew R. Andrechik and Jill M. Daisley ADDRESS OF BORROWER: 116 Locust Wa Cazlisle PA 17015 E. NAME OF SELLER: The Estate of Barbara A. McCarthy ADDRESS OF SELLER: 4431 North Front Street Harrisbur PA 17110 F. NAME F LENDER: Wells Fargo Bank, N.A. ADDRESS F LENDER: G. PROPERTY 11 Hartzdale Drive LOCATION: Camp Hill, PA 17011 H. SETTLEMENT AGENT: SHUMAKER WIL.LIAMS, P.C. 3425 SIMPSON FERRY ROAD, CAMP HILL, PA 17011 PLACE OF SETTLEMENT: 4 N D P 7 11 I. SETTLEMENT DATE: J. SUMMARY OF BORROWER'S TRANSACTION K SUMMARY OF SELLER'S TRANSACTION 100.GR SS AMOUNT DUE FROM BORROWER 400.GR0 AMOUNT DUE TO SELLER 101. les ri a 151 00 401.Contra t sa r' 1 1 .00 .P rsonal a 402.Per n r e 0 .S e n har es to bo w line 1400 5 880 7 403. 104. 404. 40 . A 'u tmen f r i m aid 1 r in advance 'u ents for items aid seller in advance 06. i /t wn / to 12 1 9 7 4 /to es 9/14 2 t / 2 .87 07. un / 0 0 12/31/2 74. 4 7 n t s 9/14 2 1 1/2 4. 108.Asse sments to 408.Assessments t 10 . chool Tax /14/2009 to 6/30/2010 798.76 409.School Tax 9/14/2009 to 6/ /2010 798.76 er / /14/2 / 0 2 4 0. ew r / !14 9 / 6. 111. ras / / 2 9/ / 1 .17 411.Tra h / 4 2 / / 10. 7 112. t 412. to 120.GROSS AMOUNT DUE FROM BORROWER ' 158,764.54 420.GROSS AMOUNT DUE TO SELLER , 152,883.79 200.AMOUNTS PAID BY OR IN BEHALF OF BORROWER SOO.REDUCTIONS IN AMOUNT DUE TO SELLER 201.De osit ore e t mone SO1.Excess de it see instructions 2 i am f wl 5 I t II 4 20 .Existin 1 s taken ub'ect t 503.Existin to s taken sub' t to 204. 04. Pa off of first mort a e loan 205. SOS.Pa offofsecond mort a elo 206.Princi al amount of seller financin 506.Princi al amount of seller financin 207. 507. 08. 508 209. 509. 209a 509a 209b 509b Adjustments for items unpaid by seller Adjustments for items unpaid by seller 210.Ci /own faze to 51 .Ci /town taxes to 211.Co n es to 511. oun es to 212. s m n to 512.Assessmen to 5 . 214. to 514, to 215. 515. 21 516. o 217. 517. 218. 518. to 219. to 519. to 220.TOTAL AMOUNTS PAID BY OR IN BEHALF OF BORROWER ' 150,148.00 520.TOTAL REDUCTIONS [N AMOUNT DUE SELLER 13,707.41 300.CASH AT SETTLEMENT FROM/r0 BORROWER 600.CASH AT SETTLEMENT TO/FROM SELLER 301.Gross amount due from borrower line t20 158 764.54 601.Gross amount due to seller line 420. 152 883.79 302.Less amounts aid b /for borrower line 220 150 148.00 602.Less reductions in amount due seller line 520 13 707.41 303.CASH ®From ^ To BORROWER , 8,616.54 603.CASH ®To ^ From SELLER ~ 139,176.38 PAGE 1 HUD-1 (3-86) RESPA, HB 4305.2 02001 Dophy Syrtemr, Inc. (063) 763-5535 -Lour Gnented U.S. DEPARTMENT OF HOUSING ANP' ^?BAN DEVELOPMENT SETTLEMENT STATEMI PAGE 2 L. Se ement Char es 700. L AL /B OM. based n rice %= 4. Paid From Paid From Divi i n of ommi sin e 0 as follows: Borrower's Seller's Funds At Funds At 702. to Settlement Settlement 0 . Commi sin id t 4. 704. to 800. Items Pa able In Connection With Loan i i ation Fee ° o 80 . o t o Finan i 4 *P 4. t ulti 4 t a I s ranc A licati F e to vi to 11 r B k N. 2° 1 i 2 1 V t r i c r to i 'nanc & tin r r t 815. to 900. Items Re aired B Lender To Be Paid In Advance 1. nt e t fro 4 to 22.47 /da 02. Pr iron for moot H d In ur Pr iu f r ears o 904. e t 905. eazs to 1000. Reserves De osited With Lender i 1002. Mort a insurance moo h 66.77 er month 1 i r e r th 04 n r e e 4 7 r m 47 . 1 0 . Ann nt 1 0 4 4 7 r o th 7 1008. months r month 1009. 1100. Title Char es 110. ettlement or c sin o 1 t 1 4 O5. r do 11 . No o t k 11 7. fee to in 1 e n m ers: ____ _- . - -- 6 inclu es ab ve items ntun ers: 1102 11 4 er's T: 4 4 _ _ v r e: - - _ _ a 1 to t Ti 1112. to 1113. to 1200. Government Recordin and Transfer Char es 120 / ed 5 rt s 1 1204. Pin Certification Recorder of Deeds 20.00 1205. 1300. Additional Settlement Cha es t 3 to t 1305. 0 o to K it r Tax Colle t r 1 02 4 0 1 07. 1308. to 1309. to 1400. Total Settlement Charges (enter on lines 103, Section J and 502, SectionK) ~ 5,880.75 13,707.41 CERTIFICATION DATE: 91~4~12009. I have carefully reviewed the HUD - 1 Settlement Statement and to the best of my knowledge and belief, it is a true and accurate statement o a receipts and disbursements made on my account or by me in this Vansaction. I further certify that I have received a copy of the HUD - ]Settlement Statement. The fate of Barbara A. McCarthy **Seller Pa in s Closing C st** ,-~'~ c..- ' ' 'L ~~t/u-- -~t-~/~_ Bon•ower B~ ~b ~ ~ `• `~ Seller Matthew R. Andrechik ~ Bather D Roye , xecuuix t ~ i ~ _~ ~ Borrower Seller J' i\ Daisley T e D-1 Settlement Statement wh I a prepared is a true and accurate account of this transaction. I have caused the funds to be disbursed in accord- an ewith this statement. SHUMAKER WILL[AMS, P.C. Settlement Agent 9/14/2009 Date WARNING: It is a crime to know' ake statements to the United States on this or any other similar forth. Penalties upon conviction can include a fine and imprisonment. For details see: T~ U.S. Code Section 1001 and Section 1010. 39054DAISLEY Calculated Value of Your Paper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 04/2009 Page 1 of 4 Total Price Total Value Total Interest YTD Interest 9 375.00 18 296.79 8 921.79 210.86 Bonds: i-204 of 204 Serial # Series Denom Issue Next Final Issue Interest Interest Value Note Date Accrual Maturity Price Rate 0805273556 , EE $100 04/2005 ,05/2009 ,_04/20350 ' _$50.00 $7.52 ` 2.80% ,$57.52 P5 K57653812 ' EE $75 _ . 01/1987 07/2009' . . 01/2017 $37.50 $75.78 4.00% $113.28 __ K93355765 __ EE _ $75 05/,1989 05/2009, 05/20,19 $37.50 $65.10 4,00% $102.60 K93946997 EE $75 01/1990 07/2009, 01/2020 ,,,$37.50 $63.09 4.00% $100.59 0365359474 EE $100 08/1992 08/2009; _,08/2022 $50.00 $71.48: 4.00% $121 48 0409820984 , EE $100' 02/1993 08/2009, :02/2023 _$50.00 $69.12 . 4.00% ,$119.12 0483448175 ,_ EE $100 10/1994 10/2009 10/2024 ,$50.00,, ,$41.76 ;, 2.44% $91J6 .. 0792004750 ', EE $100 06/2004 05/2009, ,06/2034 $50.00. $8.92. 2.80% $58.92 P5_ 0775368880 . EE $100 06/2003 05/2009; ,_06/2033 $50.00 $10.92 2.80% $60.,92 0801793814 EE $100 12{,2004 05/2009w 12/2034 „ $50.00. _..$8.04 2.80% _$58.04 P5 0790862666 EE $100 02/2005 05%2009' 02/2035 _$50.00, $7.76 „ 2.80% „$57J6 P5 0807811796 , EE $_100 06/2005 ,05/2009.; ,06%2035 $50.00, .$6.60 ` 3.50% $56.60 P5 0811708972; EE $100 10/2005 05%2009 ,10/2035 $50.00 $5.96 . 3.50% $55.96 P5 LC813264389 EE ; $100 , 10/2005 05/2009; ,10/2035 .$50.00_ ..$5.96' 3.50% $55..96, P5 0809759830 EE .,, $100 , 08/2005 05/2009 :,08/20,35, $50.00 $6.28 3.50% _$56.28 P5 10808834554 EE $100 06/2005 05/2009 .06/2035 _$50.00 $6.60 3.50% $66.60 P5 ~C815243161 EE , _ $100 ,12/2,005 05/2009, ,,12/2035 X50.00 $5.16, p 3.20% $55.16 P5 ~C804115809 EE _ $100, 02/2005 05%2009:° _02/2035; $50.00_ __,$7.76, . 2.80% _$57.76 P5 0800528614' EE ! $100 10/2004 05/2009 10/2034 $50.00 $8.40 2.80% $58.40 P5 0797670001 EE $100 10/2004. 05/2009' 10/2034, $50.00 $8.40 2.80% $58.40 PS 0795386543 EE $100 08/2004. 05/2009. 08/2034. $50.00. .$8.68_, . 2.80% $58.68 P5 0793115578 EE $100 06/2004 05/2009:. _06/2034 $50.00 $8.92 2.80% $58.92 PS . 0789811453 EE ', $100 04/2004 05/2009; .04/2034 $50.00,` $9.52 2.80% $59.52 0785496126, __ EE $100 02/2004 05/2009: _02/2034 ,.$50.00„ $9,80, _, 2.80% $59.80 0789408290 EE $100 02/2004 05/2009; 02/2034 $50.00 $9.80 2.80% $59.80 0782444524: EE $,100 12/2003, 05/2009; ,12/2033, _$50.00, $.10.08, . 2.80% $60.08 0779590869: EE $100 10/2003 05/2009 10/2033 ._$50.00 $10.36, 2.80% $60.36 0781439900: EE $100, 10/2003 05/2009 _10/2033., $50.00 $10.36: 2,.80%„ $60.36 0775939310'.. ,, EE $100 08/2003 05/2009 08/2033 $50.00 $10.64 2.80% $60.64 0774581004! , EE ; _ $100 06/2003, _05/2009,:, _06/2033 ..,,,$50,00__ _.$.10.92, ,, 2.80% $60.92 0763165773 . EE ', $100 04/2003 05/2009 04/2033 $50.00 $11.32 2.80% $61.32 07630 56708_ EE $100 02/2003„ 05/2009 02/2033 $50.00, $11.60., . 2.80% $61,.60 , 0763120870- . EE $100 02/2003 05%2009 02/2033 $50.00 $11.60 2.80% $61.60 0762932331 EE $100 12/2002 05/2009. 12/2032 $50.00, $11.88 2.80% $61.88 , , 0748864728 EE , $100 10/2002 05/2009. 10/2032 $50.00 $12.52 2.80% $62.52 0748813746 „ EE $100' 10/2002, 05/2009. ,10/2032 $50,00,_ ._$12.52_ _ 2.80% ,$62.62 07487040941 __ EE _ $100 08/2002 05/2009: 08/2032 $50.00 $12.80 2.80% $62.80 _ _ 0748646796!. , EE $.100 06/2002,. 05/2009; ..06/2032, $50.00,' _$13 12, 2.80% $63..12 , 0748592149! EE $100 06/2002 05/2009: 06/2032 $50.00 $13.12 2.80% $63.12 0748484876' EE $100 04/2002, 05/2009 04/2032 .$50.00„ $13.76' 2.80% $63J6 0731410333: EE $100 02/2002 05%2009:, 02/2032 $50.00 $14.04 2.80% $64.04 0731462963, _ EE $100 02/2002, 05/2009,. ,02/2032 $50.00, _$,14.04 2.80% $64,_04 . 0731306829 . . EE $100 12%2001 05%2009 ,12%2031 .,$50.00 $14.36,, 2.80% $64.36 0731190383 EE $100 10/2001, 05/2009; .10/2031 $50.00 $15.20 .2.80% $65.20 http://www.treasurydirect.govlBC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 2 of 4 0731248224 EE $100 10/2001 __05/2009 ',, 10/2031 $50.00 $15.20:, 2.80% $65.20 0720025795: EE $100 08/2001 05/2009' 08/2031 $50.00 $15.52,; 2.80% $65.52 _. 07200174641 EE $100 06/2001 05/2009' 06/2031 _ $50.00° _,$15.80'., 2.80% $65.80 0719951472! EE $100 06/2001 05/2009. 06/20,31 $50.00 _ ,,,.$15.80: 2.80% $65.,80 0719843646 ; EE $100 , 04%2001 05/2009 04/2031 $50.00 $17.00 _ 2.80% $67.00 . 0719782769- EE $100 ,02/2001 ,05/2009 02/2031 _ $50.00, $17.32' 2.80% _ X67.32 0719722537 EE $100 02/2001, °05/2009; 02/2,031 $50.00 .,$17.32._ 2.80% $67.,32 0715621502 EE $100 12/2000 05/2009', 12/2030 $50.00 $17.64 2.80% $67.64 0701477979 EE $100 .08/2000 05/20091 08/2030 $50.00 $19.32 2.80% $69.32 __ 0715503340 EE $100 10/2000 .05/2009! 10/2030 $50.00 $19.00: 2.80% $69.00 07155626381 EE $100 10/2000 05/2009!. 10/2030 $50.00. $19.00 2.80% $69.00, 0701414077 i EE $100 06/2000 05/2009 06/2030 $50.00 $19.64 2.80% $69.64 0701350692: EE $100 06/2000 ..05/2009'., 06/20,30 _ $50.00 $19.64 2.80% $69.64 0701227261 EE $100 04/2000 05/2009. 04/2030 $50.00 $20.72' 2.80% $70.72 0683541137; EE $100 02/2000 05/2009 02/2030" $50.00 ,_$21.04 2.80% $71.04 . 0683479924: EE $100 02/2000 05/2009 02/2030 _ $50.00 _ _ $21.04 _ 2.80% $71.04 __ 0683354860'., EE $100 12/1999 05/2009 12/2029 $,50.00 $21.,36 2.80% $71,.36 0678301828' EE $100 10/1999 05/2009 10/2029 $50.00 $22.32._ 2.80% $72.32 0683287022 EE $100 10/1999: 05/20091 10/2029. _ $50.00' $22.32: 2.80% $72.32 06781703271 EE _ _ $100:. _. 08/1999 05/2009! 08/2029 $50.00 $22.64. 2.80% $72.64 ._ 0678104646 EE $100, 06/1999 ,05/2009; 06/2029„ ,,.,$50.00 $23.00 2.8,0.% $73..00 0678040201' EE $100 06/1999 . 05/2009!_ 06/2029 $50.00 $23.00': 2.80% $73.00 0677913715' EE $100 04/,1999 05/2009 04/20,29, $50.00 ,$23.88'.., 2.80% $73.88 0649346838: EE $100 __ _ 02/1999. __._ 05/2009 _. 02/2029 $50.00 $24.24:: 2.80% $74.24 06492760831_ EE $100 02/1999 „05/20091 022029 _ _ $50 00 X24.24_ 2.80% $74.24 0649065334'. EE $100 10/1998 05%2009,., 10/2028. $50.00; $25.84 2.80% $75.84 06586 18513 i„ EE ' $100 ,10/1998 05/2009: 10/2028 $50.00 $25.84'. 2.80% $75.84 , 0637916085! EE $100 06/1998' 05%2009 06/2028 $50.00 $26.56 2.80% $76.56 0649138250- EE $100 12/1998: 05/2009 12/2028 $50.00 $24.56 o 2.80 /o $74.,56 _ 0638274608 i EE $100 08/1998 05/2009 08/2028 $50.00 $26.20 2.80% $76.20 LC637991054 EE ', $100 06/ 1998 05/2009 06/2028 $50.00 $26.56 2.80°{0 $76.56 106377708281 EE ', $100 , 04/1998 05/2009 04/2028 $50.00 $27.88 2.80% $77.88 '.0635648419 EE $100 02/1998 05/2009. 02/2028 $50.00, _$28.24 2.80% $78.24 0637692901; EE ;. ._.$100 02%,1998, 05/2009,; 02/2028 _ $50.00, $28.24 2.80% _ $78..24 0622760079 EE $100 12%1997„ 05/2009 ; .12/2027 $50.00 $28.60';. 2.80% $78.,60 , 0622679597' EE $100, 10/1997, 05/2009'. 10/2027 $50,00, , .,$30.16,1 2.80% $80.16 0622598784 ~ EE $100 „101997, 05f 2009 ~ 10/2027 _ $50.00 , $30 16 2.80% $80.16 0616465346 EE $100 08/1997 „05%2009 08/2027, $50.00. $30.52, 2.80% $80 52 0596074644 EE $100 06/1997 05/2009 06/20,27 $50.,00 $30.92 ; 2.80% X80.92 0595996510;_ EE $100, 06%1997 05/2009 06/2027, ,,.$50.00 $30.92= 2.80% $80.92 0588569685: EE I $100. 04%1997 a 10/2009 `. ,04/2027 _ $50.00 „ $28.64 2.65% $78,.64 .._. 0605754480': EE ', $100 02/1,997 08/2009. 02/2027 $50.00 ,$28.64 2.65% $78.64'. 0589647584 EE ! $100 02/1997 ,08/2009 02/2027 $50.00 ` $28.64 2.65% $78.64 , 0579068729' EE $100 12/1996, 06/2009 ,12/2,026 ... ._.$50.00 $28.64 2.65% $78.64. _. 0593469274'.. EE $100 10/1996, 10%2009'._ 10/2026, .,$50.00 $30.44 2.65% $80.44 0585143887 EE $100 10/1996 10/2009,; .10/2,026 $50.00 $30.44! 2.65% $80.44 66888 05823 EE $100 08/1996 08/2009': 08/2026 $50.00. $30.44: 2.65% $80.44 . 0577365608 EE ', $100 06/1996 06/2009. ,06/2026 $50.00, _$30.44;, 2.65% $80.44 0576445817 EE $100 06/1996 06/2009; ,06/2026 $50.00 $30.44 2.65% $80.44 0568190916: EE $100 04/1996 10/2009: _ 04/2026 $50.00 $32.28: 2.65% $82.28 _ __ 0567378801: EE e $100 02/1996 08/2009 02/2026 _ $50.00 ,.._$32.28: 2.65% _ $82.28, 0561234039;_ EE $100 02/1996 08/2009.; .02/2026 ..._$50.00 ,,,$32.28,,, 2.65% $82.28 0553249614' EE $100 12/1995 06/2009: 12/2025 $50.00 $32.28. 2.65% _ $82.28 _ _ _. _ _ 0545815633!, EE _ $100 10%1995 10/2009; 10/2025 $50.00'. $34.48, 2,.65% $84.48. . 0551620856'. EE ', $100 10/1995 10%2009; 10/2025 $50.00 „$34.48: 2.65% $84.48 0540371118, EE ' $100 08/1995, 08/2009; ,08/2025 _,$50.00 $34.48:., ,2.65% X84,48 0532517818: EE $100 06/1995 06/2009 06/2025 $50.00 $34.48 2.65% $84.48 C535890819j EE $100 06/1995 _06/2009~~„ 06/2025 , _._$50,.00 ,$34.48: 2.65% $84.48 _. _ 0522249192' EE j $100 04/1995 10/2009, 04/2025 $50.00 $39.60, 2.48% $89.,60 0502096144 EE ', $100 02/1995 08/20091 ,02/2025 _.$50.00 _$39.60 2.48% $89.60 http://www.treasurydirect.govBC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 3 of 4 516537892 EE $100 02/1995 ' 08/2009 02/2025., $5,0.00 $39.60 2.48% $89.60 483546334: EE _ $100 12/1994 06/2009 12/2024a $50.00 $39.60,,, 2.48% ,$89.60 483354354' EE $100 10/1994 10/2009 10/2,024 „$50.00 $41J6; 2.44% $91.76 _.. __ 483145890 EE $100 08/1994 08/2009 08/2024, ,,,,$50.00 _$41J6 2.44% $91.76 482993552 EE $100 06{.1994 06/2009 06/2024 $50.00. $41.76 2,.44% $91.76 466202282 EE $100 06/1994 06/2009'. 06/2024,; $50.00 $41.76 2.44% $91.76 465960955: EE $100 04/1994 ,10/2009.: _04/2024 ..$50.00, $43J2 2.69% $93..72 , 465806198' EE $100 ____ 03/1994 09/2009'. 03/2024 $50.00 $43.72 2.69% $93.72 __ _ 451750176' EE $100 02/1994 .08/2009 02/2024, $50.00 $43.72 2.69% $93.72 451711264' EE i $100 .12/1993 _._ .06/2009 __ 12/2023 $50.00 $43.72: 2.69% $93.72 437513471: EE ', $100 10/1993 10/2009 10/2.023 $50.00 ,. _,..$45.,84.;, 2.65% ,.,$95.84 437536746 EE ', $100 10/1993 10/2009 10%2023 ,,,$50.00 $45.84 2.65% $95.84 423533368 EE $100 08/1993 08/2009, 08/2023 ,,,.,$,50.00 _$45.84. 2.65% $95,.84 423512304 EE $100 06/1993 06/2009 06/2023 $50.00 $45.84: 2.65% $95.84 423490729 EE ', $1,00 06/1993 06/2009;, ,06/2023, ..,_$50.00, ,,,$45.84.;, 2.65% ..$95.84 43652: 4098 EE j $100 04/1993; __ , 10/2009. 04/2023 $50.00' $48.32 2.63% $98.32 . 381446. 395 EE $100 02/1,993, 08/2009' _02/2023 $50.00 _69.12; 4.00% .,$119._12 3953371851 EE ! $100 12/1992 06/2009: 12/2022. $50.00 $69.12', 4.00% $119.12 3883920211 EE $100 10/1992 10/2009; .10/2022 _,$50.00 $71.48 4.00% ,$121.48 , 388370343 EE ': $100 10/1992 10/2009: 10/2022 $50.00 $71.48. 4.00% $121.48 5336914 36 EE ', $100 06/19,92 06/2009,; ,06/2022 _._$50.00 $71.48:,_ 4.00% $121.48 , :358584546': EE $100 06/1992 06/2009'. 06/2022 $50.00 $71.48;. 4.00% $121.48 :358442081_ EE $100 04/1992 10/2009'', 04/2022 $50.00 $73.92 4.00% $123.92, :3441374641 EE !, $100 02/1992 08/2009; 02/2022 $50.00 $73.92: 4.00% $123.92 :3441 16310',; EE ', $100 02/1992, _08/2009:, ,02/2022 .,.$50.00„ $73 92 4.00% $123.92 , :332738926': EE $100 12/1991 06/20091 12/2021 $50.00 $73.92' 4.00% $123.92 17011; :3327 EE $100 10/1991 10/2009y 10/2021 _,$50.00 $76.40:_ 4.00% _$126..40 , :332694266: EE , $100 10/1991 10/2009: 10/2021 $50.00 $76.40 4.00% $126.40 ;312679397 EE $100 08/1991 08/2009., .,08/2021 ,,.$50.00 $76.40 4.00% $126.40 :312652290 EE $100 06/1991 06/2009; 06/2021 $50.00: $76.40: 4.00% $126.40 99813 ;2981 EE $100 06/,1991 06/2009; 06/2021; ,.$50.00 $76 40 4.00% ,$126,40 , ;289615719 EE $100, 04/1991., 10/2009. 04/2021 $50.00 $78.92: 4.00% $128.92 ;289588072 EE $100, 02/1991 08/2009: .,02/2021 $50.00 $78.92 4,.00% $128.92, __ ;289611232' EE ! $100 _. 02/,1991 08/20,09:; ,,02%2021 $50.00 $78.92 4.00% .,$128.92. _ _ 276990707 EE $100 12/,1990y 06/2009. 12/2020 $50.00 $78.92 4.00% $128.92 71234= 2769 EEC $100 10/1990' 10/2009'; 10/2020 $50.00 ~ $81,.52 4.00% 5131.52 _- 2769 50990,;_ EE $100 10%1990 10/2009/ 10/2020„ ,,,_,$50.00, $81.52 4.00% ..$131.52 , K94995779, EE $75 09/1990 09/2009 09/2020 $37.50 $61.14 4.00% $98.64 K96021029' EE $75 08/1990 08/2009y 08/2020 $37.50 $61.14 _ 4.00% $98 64 K96021030' EE $75 07f 1990 ~ 07/2009 _ ,07/2020 $37.50 _$61.14: 4.00% $98.64; K96009063: EE $75 07/1990„ 07/2009 07/2020 $37 50 $61.14: 4.00% $98,.64 K95992492 EE $75 06/1990, 06/2009 06/2020„ $37.50, $61.14, 4.00% $98.,64 K95992491 EE $75 05/1990, 05%2009 ; ,,05/2020 $37.50 $61.,14 4.00% $98.64 k95731158, EE $75 05/1990 05/2009. 05/2020 $37.50 ,$61.14` 4.00% $98.64 k95971742 EE ~~ $75 04/1990 10/2009 _04/2020__, ,_.$37.50 X63.09 0 4.00,/0 $100.59 , K95971741!, EE, $75 03/1990 _ 09/2009'; .,03/2020~ $37.50 $63.09 4.00% $100.59 K94869068 EE $75 03/1990 09/2009 03/2020, $37.50 $63.09 4.00% $100.59 K93946996 EE ', $75 02/1990' 08/2009 02/2020 $37.50. _$63.09 4.00% $100.59 K93934897I EE $75, 01/1990 07/2009 O1{2020 $37.50 $63.09' 4.00% $100.59 K93430190' EE $75, 12/1989 06/2009 12/2019 $37.50 _$63.09,. 4.00% $100.59. K93418112 EE $75 11/1989 05/2009' 11/2019. $37.50; $63.09 4.00% $100.59 K93430191 EE $75 11/1.989 05/2009 11/2019„ ,,,,$37.50 „ _$63.09 _ 4.00% ,_,$100.59 _ K93401375 EE $75, 10/1989, 10/2009 10/2019 $37.50, $65.10: 4.00% $102.60 K93389336: EE $75 09/,1989. 09/2009:, _09/20.19 $37.50 $65.1Q 4.00% $102.60 K93401374 EE ' $75 09/1989 ; 09/2009 09/2019 _ $37.50 $65.10: 4.00% $102.60 K83701864j EE $75 08/1.989 08/2009,. .08/2019 _ $37.50 $65.10,,__ 4.00% $102.60 K93372336' EE $75 07/1989 07/Z009 07/2019 $37.50 $65.10 4.00% $102.60 K83701865 EE $75 07/1989 07/2009 07/2019 $37.50 .$65.10._ 4.00% $102.60 K93355764 EE $75 06/1989 06/2009 06/20.19 $37.50 $65.10: 4.00% $102.60 K88942667 EE „ $75 05/1989, 05/2009'; ,05/2019 $37.50 $65.10... ,4.00% _,$102.60 http://www.treasurydirect.gov/BC/SBCPrice 11/24/2009 Calculated Value of Your Paper Savings Bond(s) Page 4 of 4 I, K84911744 EE ~ $75 04/1989 10/2009 04/2019 $37.50 $67.17, 4.00% $104.67 ~ K84911743 EE 75 $ 03%1,989 09/2009', ,03%20.19 $37.50 $67.17: 4.00% $104.67 K84899900 EE $75 03/,1989 ;_09/2009: 03/2019, ..._$37.50 .,,$67.17'., 4.00% ,..$104.67 K84883283 EE $75 02/1989 08%2009! 02%20,19, ,,,,, $37.50 _$67.17 4.00% ,.$104.67 K84883284 EE _ $75 01%,1989 07/2009',; 0,1%20.19 , $,37.50 , ..$67.17: 4.00% $104.67 K84871444 EE $75 ,01/1989 07/2009 01/20,19 _ $,37.50 $67.17 4.00% „$104.67 K84854875= EE $75. 12/1988 06%2009,; ,12/2018 $37.50 $67.17 4.00% $104.67, K84854876 EE $75 11/_1988 05/2009; 11/2018 $37.50 $67.17 4.00% ,..,,$104.67 K84826658 EE $75 10/1988 10/2009' 10/2018 $37.50 $69.27 4.00%, $106.77y K84826659'' EE $75 09/1988 09/2009; 09/2018 ,$37.50 _$69.27; 4.00% $106.77 _. K83122615 EE $75 „08/,1988 08/2009 .08/2018 $37.50 $69.27, 4.00% ,$106.77 K83111127 EE _ $75 07/1988 07/2009' 07/2018 $37.50 $69.27 4.00% $106._77 K83122616 EE $75 07/1988 :,07/2009 07/20.18 $37.,50., .,$69.27 4.00% _$106J7 K83094807 EE $75 06/1988 06/2009: 06/2018 $37.50, ,,,,$69.27" 4.00% $106.77 K83094808 EE $75 05/1988, 05/2009; ,05/2018 $37.50 $69.27' 4.00% $106.77 K83083384; EE $75. ........... 05/1988 05%2009; 05%2018 $37.50 $69.27 4.00% $106.77 K830670681 EE $75 04/1988, 10/2009 _04/2Q18 $37.,50: „$71.40_ 4.00% $108..,90 K83055721' EE _ $75 03/1988 09/2009; 03/2018' $37.50 $71.40 4.00% $108.90 K83067067'' EE $75 03/19884 09/2009'', 03/2018 $37.50 $71.40 4.00% _$108.90 K78011449 EE $75 02/1988 08/2009', 02/2018 _$37.50 $71.40 4.00% .$108.90 K78000113 EE $758 01/1988,_ 07/2009 01/2018 $37.50 $71.40 4.0,0% $108..90 K780114481 EE $75 01/1988 07/2009 01/2018 _$37.50 $71.40; 4.00% $108.90 K77983607 EE $75 12/,1987 06/2009 12/2017 $37.50 ,$71.40 4.00% $108.90 K77972297'' EE $75: 11/1987, 05/2009'; 11{2017 $37.50 $71.40: 4.00% $108.90 _. K77983608: EE $75 11/1987 05/2009',. 11/2017 $37.50 „$71.40; 4.00% ,,,$108.90 K77956042 i EE $75 10/1987 10/2009; 10/2017 $37.50 $73.56 4.00%. $111.06 K73382804' EE $75 09/,1987 09/2009;. 09/20,17 $37.50„ _,.$73.56' 4.00% $11,1 06 K77956041 ! EE $75 09/1987. 09/2009', 09/2017 $37.50 $73.56 4.00% $111.06 K73366560 EE ~ $75 08/1987,, ,08/2009':, 08/2017 ,.$37.50, ,..$73.56;,, 4.00% ,$111,.06' K73366561 EE $75 07/1987 07/2009! 07/2017 __ $37.50 _ $73.56, _ 4.00% __ $111.06 K73355445 EE $75,, ,07/1987 07/2009,; 07/20,.17 ,,,,,_$37.50, ,..$73.56'„ 4.00% $111_.06 K73339256 EE $75 06/1987 06/2009; 06/2017 $37.50 $73.56: 4.00% $111.06. K73339255 EE _ $75, 05/1987 05/2009. ,05/20,17 $37.50 $73.56` 4.00% .$111.06 K73328220' EE $75 05/1987 05/2009 05/2017 $37.50 $73.56 4.00% $111.06 K73312015 EE $75, 04%1987 10/2009; 04/2017 _$37.50 $75.78 4.00% $113.28 K73312014 EE $75 03/1987 09%2009_: ,03/20,17 $37 50 $75.78 ,4,.00% $1,13.28 K73301010! EE $75 03/1987 09/2009' 03/2017 ,$37.50 $75.78!. 4.00% .$113.28 K57664713 EE $75 02/,1987 08/2009: 02/2.017 $37.,50 $75.78,:, 4.00% $11,3.28,., K57664712 EE $75 01%1987' 07/2009; 01/2017 $37.50; „ ,,,$75.78:,,. 4.00% .$113.28, K58434479 EE $75 12/1,986 06/2009 ~ 12/2016 $37, 50„ „$75.78: 4.00% $1,13.28 Totals for 204 Bonds. $9,375.00 $8,921.79: ` $18,296.79 Notes NI 'Not Issued _ -_ _ NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.govBC/SBCPrice 11/24/2009 Q ~~/ O I.L. 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Brian Magaro Auctioneer/ Appraiser 608 Magaro Road Enola, Pennsylvania 1?025-1912 71?-?32-?940, email: magaroauction@aol.com APPRAISAL REPORT OF PERSONAL PROPERTY FOR: Barbara A. McCarthy Estate To: Heather Royer Smigel, Anderson & Sacks LLC. For the purpose of establishing Fair Market Value as of Appraisal conducted by: S. Brian Magaro, Auctioneer/Appraiser Personal Property of Barbara A. McCarthy 2003 Buick Century, 23,917 miles $6,400.00 JVC 32" Color TV $ 75.00 Sylvania CD/VCR $ 25.00 Misc Books $ 10.00 Oak Book Shelf $ 20.00 Coffee Table wood/glass $ 45.00 End tables (2) wood @ $15.00 ea $ 30.00 Upholstered Recliner $ 35.00 Small Oak Curio Cabinet $ 45.00 Upholstered Couch (some wear) $ 35.00 Sharp Microwave $ 15.00 Kitchen Table w/ 6 upholstered chairs $ 125.00 Bar Stool $ 5.00 Folding Table (lightweight) $ 20.00 5 pc. Misc. African Art (wooden) $ 25.00 Plastic Shelf system $ 10.00 Misc. Kitchen ware ~ $ 25.00 Misc. Costume Jewelry $ 50.00 Dell Dimension E521 Computer system $ 250.00 HP Office Jet Printer $ 50.00 Computer Desk $ 45.00 4 Drawer File $ 25.00 Oak Bookshelf w/ 4 shelves - $ 25.00 Small Desk wood $ 45.00 Lamp brass base no shade $ 5.00 2 Drawer File $ 10.00 Royal Paper Shredder $ 10.00 6 Drawer Oak Dresser w/ Mirror $ 110.00 Panasonic 20" Color TV ~ $ 35.00 Oak 2 drawer Night Stand $ 25.00 Ceramic Lamp w/ shade ~ $ 12.00 TOTAL $7,642.00 Page 1 of 2 ASSUMPTIONS AND LIMITING CONDITIONS Fair Market Value The term "Fair Market Value" as used in this report is defined as follows: The highest price estimated in terms of money which the property will bring in a competitive and open market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. This appraisal is based upon the following assumptions, limitations and conditions: 1. The information contained in this report is gathered from sources considered reliable and from personal examination and research of authenticity. 2. No responsibility is assumed for matters legal in nature, including but not limited to: representation of others of value, authenticity, condition, origin, or provenance of an item appraised. 3. The appraiser assumes that a normal and careful examination of the property was sufficient to determine its quality and condition and that no extraordinary examination procedures would be utilized unless specifically requested and the expenditure of funds therefore authorized. 4. Court Attendance -The appraiser's court attendance and giving of expert testimony are not included as part of this report. The undersigned hereby certifies: 1. That he/she has no interest now, heretofore, or contemplated in the future in the property covered by this appraisal. 2. That to the best of my knowledge and belief, all statements and information included in this appraisal are true and based upon objective .findings and that no pertinent information has been knowingly withheld or deleted in this respect. 3. That neither the employment to make this appraisal nor compensation for doing so is contingent upon the value of the property. Even though it is my fum belief as the appraiser that the information furnished in this appraisal report and the conclusion drawn from this information are true and correct, they are not guaranteed. Respectfully submitted, .~, Sua,~s 7~~z;fana S. Brian Magaro Auctioneer /Appraiser Page 2 of 2 METLIFE IH+etLii~~`~ Fax •7323264044 Jul 1 2009 935 P. 01 TOTAL CgNTROL ACCOUNT 4S5-E US I~1GI-1WAY i SOUTH 4~" FLOOR i~o i~ax alai iSELiN, NJ 08830-4121 TEL; 1-800-633-7283 7 May s, zoo9 ~- J~UANNE A >EtRAbLEY PARALEGAL ,-~ SM)tGEI~ ANDERSON cat SACKS LLP 1 FAX; 717-234-3611 Account 4035269765 -Metropolitan Life Insurance Company Dear Ms Bradley: I am responding to your request for the date of death. balance regarding the above referenced account. The balance in the above account was $12,143.26 on 4/17/2009 which includes interest earned o f $16.'11, If you have anv further questions, you may call our customer service representatives Monday through Friday $:00 am to 6:00 pm Eastern Time. Sincerely, TCA Administrative Services Metropolitan Life Insurance Company provides administrative services for Total Control Accounts issued by its affiliates. MEMBERS 1't FEDERALCREDIT UNION SAYINGS ACCOUNT: Account Number/Suffix 317666-00 17812-00 Date Account Established 11/07/2007 11/03/1975 Principal Balance at Date of Death $7,482.32 $5.69 Accrued Interest to Date of Death $1.65 $.00 Total Principal and Accrued Interest $7,483.97 $5.69 Name of Joint Owner None Kathleen Goose Date Joint Ownership Established 03/03/2007 IRA SAVINGS ACCOUNT: Account Number/Suffix 317556-10 Date Account Established 1 f/07/2007 Principal Balance at Date of Death $9,548.76 Accrued interest to Daie of Beath $2.90 Total Principal and Accrued Interest $9,551.66 Name of Benefiaary Kathleen Goose 25% Mycroft Goose 7.5% Rachel Kelter 7.5°k Laura Keller 7.5% Jennifer Keller 7.5% Justin Keller 7.5% Alyssa Webber 7.5% Daniel Webber 7.5°Yo Nolan Stopfel 7.5°~ Anna Stopfel 7.5% Corey Ranailo 7.5,% LOAN ACCOUNT: Account Number/Suffix 317556-01" Date Loan EstabUshed 1 011 611 99 1 Principal Balance at Date of Death $4,350.94 Loan Type Personal Service LoaNContractual Pledge of Shares Interest Rate 11.00% Name of Co-Borrower None 'Loan does not have credit life Insurance. al BERS 1sT F DERAL CREDI NION anlelle A. Kline Insurance Services Specialist May A, 2009 Estate of: BARBARA A. MCCARTHY Date of Death: 04N7/2009 Social Security Number: 208-28-9279 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~vwmen2berslst.org MEMBERS i8t FEDERAL CREDIT UNION PRIMARY OWNER: Thomas R. McCarthy Jr. SAVINGS ACCO„~NT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Arxrued Interest to Date of Death Total Principal and Accrued interest Name of Joint Owner Date Joint Ownership Estabiished 22407-00 07/23/9 979 $99.02 5.00 519.02 Barbara McCarthy 12!08/1979 M M ERS 1sT F DERAL CRE NION Danielle A. Kilne Insurance Services Specialist May 4, 2008 Estate of: BARBARA A. MCCARTi1Y Date of Death: 04/t7/2009 Social Security Number: 209-28-9279 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 w~vwmelnberslst.org May, 22. 2009 12:29PM PNC..-..BANK 412-105-2147 ~~~ LEADING THE WAY May 22, 2009 Joanne Bradley Smigel Anderson & Sacks 4431 N Front St Harrisburg PA 17110-1709 RE: Barbara A McCarthy SSN: 209-28-9279 DOD: 0417-2009 bear Ms. Bradley: _ No, 3b43 P, 1/2 In response to your request for Date of Death (DOD} balances for the customer noted above, our records show the following: Checking Account Account # 5005709724 Established: 11-07-2007 BARBA1tA A MCCARTl°iY DOD balance: $25.00 non interest bearing account Account # 5140039655 Established: 03-28-2007 BARBARA A MCCARTHY 1CAT1iLEEN L BOO5E DOD balance: $ 19,538.40 non interest bearing account Investment Account The decedent maintained Investment Account 50014654. For further information, you may call the Brokerage Department at 1-800-762-6111. Please note that this office provides date of death balances for deposit accounts (IltAs, CDs, Checking and Savings). We do not process any tfnencial transactions or provide statements. If you need assistance with sniy of these items, please call 1-888-PNC-BANiG (1-888-762-2265) or stop by your local PNC Bank branch office. Page 1 of 2 May. 22. 2009 12:29PM PNC. RANK 412-705-2747 No, 3643 P. 2/2 Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 2 of 2 FROM ** k iAYAMG6 PI,.AN iNay 6, 2009 Y~ Facsimile: 717 234-3611 (WED)MAY 6 2009 11.,~`/ST.11.44/No.6824404706 P 1 Thri~f~ Sa.vi~.gs ~'xaan. Death Benefits Pn~cessing Unit P.O. Box 4450, Fairfax, VA 22038 Heather Royer, Esq. Sigel, Anderson & Sacks, LLP 4431 North Fmnt Street Harrisburg, PA 17110-1260 Re: Thrift Savings Plan Account of Barbara Ann McCarthy 6207923497017 'This is in response to your request for the Thrift Savings flan {TSP) account balance for the participant named above. Flease complete and return a Form TSP-17, Infon-iation Relating to laeceased Farricipant, along with a copy of the participant's certifed death certificate to the TSP Service Office at the address on this letterhead. This form will be mailed to you under separate cover. T5P accounts are valued on a daily basis as of the end of each business day. On April 17, 2U09, the balance in the participant's TSP account was 539,123.26. Participants are entitled to take an in-service withdrawal based pn age or financial hardship. An age-based withdrawal requires that the participant be 59 % years old or older. A participant is allowed aone-time withdrawal of all or a specific dollar amount. All or a portion may be transferred to an IRA or other eligible plan. Any amount not transferred to an IRA or eligible plan is subject to mandatory 20% tax withholding by the YRS. The financial hardship withdrawal is subject to 10% federal tax withholding unless the participant requests more or less using a Farm W-4P. An early withdrawal penalty tax of 10'/o also applies if the participant is not age 59 %z at the time of withdrawal. lfyou have questions, contact the TSP at the address on the letterhead or call 1-800-371-2355, (if you are hearing-impaired, call TDY7 at 1-$77-847-4385), Monday through Friday between 8:00 a.m. and 5•.00 p.m. Eastern Sta»dard Time. Callers outside the United States and Canada should call (404) 233-4400. Documents pertaining to death benefits maybe faxed anytune to (703) 592-0170. Include your daytime telephone number and the participant's Social Security number on all correspondence. In addition, the TSP booklet Death Benefits is available from the TSP website (w_ww.tsp.~).. If you do not have web access, please call or write to receive a printed copy. PNC INVESTMENTS Mernhe: F!4RA ann iIPC May 14, 2009 Heather D. Royer, Esquire Smigel, Anderson & Sacks, LLP Attorneys At Law 431 N. Front Street Harrisburg, PA 17110-1709 RE: Barbara A. McCarthy, Deceased Date of Death: April 17, 2009 PNC Investments Account 5001-4654 Dear Attorney Royer: ~`~ti ~t ~ a. 9~~~Z 5~ In reply to your letter, attached is the date of death value for the PNC Investments Account 5001-4654 for Barbara A. McCarthy, IRA. The account was opened on 10/23/1995. There are four beneficiaries on the account: Thomas P. McCarthy, Kathleen L. Boose, Linda K. Webber and Theresa C. Stopfel. Also enclosed is the requested April 2008 account statement. If you have any other questions, please do not hesitate to contact me at 717-249-0685. Sincerely, -~~ ~~ ~~ t. Timothy J. Parry Senior Financial Consultant TP/ho Enclosures PNC Investments LLC Member of The PNC Financial Services Group 4242 Carti;le Pile Camp Flip Penn c:ylvar,ia 1'1011 VVVJW.pnC.rpfrl ~ t' ~ ~ I` i Im ortantlnvestorlnformahon c: ~.rriii 3n i Y.r~ I r i ~~: it .: I i ~:. i ~y PPIC Investments LLC, member FINRA and SIPC. ~.'~' Is.r 4 i ,ra .u «. , Ar m li ; ,gnd tiFr-r ~n;aun r- n~ odru r, in• ffr r f L; PNI u u -...-. _ _ .fey I t C a lirFnsed insurance agency. ESTATE OF BARBARA ANN McCARTHY ACCT #5001-4654 (DOD VALUATION 17 APRIL 2009) The information provided in this report is believed to be reliable, but its accuracy cannot be guaranteed. A mean price is calculated as an average of the high and low on the valuation date when available. If these prices are not available, such as on weekends or holidays, the mean price is the inversely weighted average of the high and low on the nearest trading dates before and after, when these prices are available within one week of the valuation date. If actual trades are not available, the nearest bid and ask prices are substituted. Note that securities traded on the Toronto Exchange are in Canadian dollars. If an equity is ex-dividend for a cash distribution on or before the valuation date but is of record after the valuation date, the dividend is included in the valuation report and is added to the security's value. This is reported as an adjusted value on the report. If the date of death is on or after the record date and the dividend is payable after that date, the accrued dividend is listed separately on the report and added to the portfolio's total value. Prices for which daily updates are not available are priced according to a Corporate Pricing Cycle. These pricing dates occur on the last business day of the week, and the last business day of the month, unless the end of the week update falls within three business days or less, of the end-of-month update. Prepared 11 May 2009 Estate Valuation Date of Death: 04/17/2009 Valuation Date: 04/17/20D9 Processing Date: 05/11/2009 Shares Security or Par Description High/Ask Low/Bid Estate of: BARBARA ANN McCARTHY Account: 5001-4654 Report Type: Date of Death Number of Securities: 5 File ID: McCARTHY,BARBARA Mean and/or Div and Int Security Adjustments Accruals Value 1) 159.471 AIM FDS GROUP (008679207) SELECT EQTY A Mutual Fund (as quoted by NASDAQ) 04/17/2009 12.73000 Mkt 12.730000 2,030.07 2) 215.238 AMERICAN BALANCED FD INC (024071102) COM Mutual Fund (as quoted by NASDAQ) 04/17/2009 13.51000 Mkt 13.510000 2,907.87 3) 237.364 BLACRROCR FDS {091927822) ASSET ALLCTN A Mutual Fund (as quoted by NASDAQ) 04/17/2009 10.95000 Mkt 10.950000 2,599.14 4) 90.277 PUTNAM GLOBAL HEALTH CARE FD (746778208) SBI CL B Mutual Fund (as quoted by NASDAQ) 04/17/2009 31.40000 Mkt 31.400000 2,834.70 5) 0.65 MONEY MARKET FUND (EVPO1) 04/17/2009 1.00000 1.00000 1.000000 0.65 Total Value: Total Accrual: Total: $10,372.43 $10,372.43 $0.00 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4) COMMONWEALTH OF PENNSYLVANIA DEPyRTMEN7 Of REVENUE BUgEAU Of INDIVIDUAL TAXES OEPT.280861 HARRISBURG, PA 47128.0804 RECEIVED FROM: ROYER HEATHER D 4431 NORTH FRONT STREET HARRISBURG, PA 17110 foW PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ESTATE INFORMATION: ssN: 209-28-9279 FILE NUMBER: 2109-0398 DECEDENT NAME: MCCARTHY BARBARA ANN DATE OF PAYMENT: 07/ 15/2009 POSTMARK DATE: 07/02/2009 COUNTY: CUMBERLAND DATE OF DEATH: 04/ 17/2009 += REV-1162 EX(11.96- NO. CD 01 1487 ,. ~,~~ v- 4~ Zit ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 510, 000.00 TOTAL AMOUNT PAID: REMARKS: RECEIPT MAILED TO ATTY SEAL CHECK#1010 INITIALS: JN RECEIVED BY: s 10,000.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS TAXPAYER