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Home My WebLink About02-04-101505607120 REV-1500 F,c (06-05) OFFICIAL USE ONLY PA Department of Revenue county code veer File Number Bureau of Individual Taxes INHERITANCE TAX RETURN 21 0 9 0 5 8 9 PO 60X.280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 181 32 4618 06 15 2009 01 15 1924 Decedent's Last Name Suffix Decedent's First Name M1 UTECH JANNETTE A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW X^ 1. Original Retum u 4. Limited Estate ~~ ~=~ 6. Attach Copy of VYil~te MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return ^ 3. Remainder Retum (date of death prior to 12-13-82) qa Future Interest Compromise 5. Federal Estate Tax Retum Required (date of death after 12-12.82) --- ~ Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 1 p, Spousal Poverty Credit (date of death 11,Elecfion to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach SCh. 0) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number SCOTT L. KELLEY, ESQUIRE 717 632 0163 Firm Name (If Applicable) STONESIFER AND KELLEY, P.C. First line of address 209 BROADWAY Second line of address City or Post Office HANOVER State ZIP Code PA 17331 REGISTER tLS U5EILY - . _ta t`rl t ~ s ~ _1-y r= _ . . C„ . ~~~: C: ~ ~ „f:" 7 -r 1 - ~~ DA's FLED r:~ r ~ " T,.T f'-r~ r-± i'' ~f rt. c"= T-r t,`~ '-i'~ Correspondent's e-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. DeGaretion of preparer other than the personal representative Is based on all information of which preparer has any knowledge. Rachel Hollenbaugh 30 Lela Road, Carlisle, PA 17015 iIGNATU F PREMRER OTHER HAN REPRESENTATIVE Scott L. Kelley, Esquire v2 209 ~ro¢dway, Harf6ver, PA 17331 1505607120 Side 1 1505607120 J fl~1 PA Inheritance Tax Return UtechE annette A. I FILE NUMBER I 21-09-0589 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Signature of Additional Fiduciaries Signature #2 Name Address1 Address2 City, State, tip Ethan A. ~~~' 340 Yinglln0 Road Litt~stoam, PA 17340 REV-1500 EX 1505607220 Decedent's Name: .j8nllette A. Utech RECAPITULATION ~ ' 1. Real Estate (Schedule A) .......................................................................................... 1. 2. Stocks ar~cl Bonds (Schedule B) ............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6. Jointly Owned Property (Schedule F) [] Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ~ 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. 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 181 32 4618 165,000.00 60.00 289,751.13 17,985.68 7,279.56 480,076.37 25,130.33 49,423.47 74,553.80 405,522.57 405,522.57 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of'Line 14 taxable at the spousal tax rate, or transfers uhder Sec. 9116 (a)(1.2) X .00 0 . 0 0 15. 16. Amount of Line 14 taxable at lineal rate x .045 4 0 5, 5 2 2. 5 7 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 . 0 0 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. 0.00 18,248.52 0.00 0.00 18,248.52 Side 2 150560722D 1505607220 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-09-0589 DECEDENT'S NAME Jannette A. Utech STREET ADDRESS 1650 Pine Road ----- CITY Carlisle STATE PA ZIP 17015 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 16,000.00 842.11 (1) 18,248.52 Total Credits (A +g+C) (2) 16,842.11 3. InterestlPenalty if applicable p. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (q) Check box on Page 2 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 1 ,406.41 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ ~ 4 ~ s . 4 ~ Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................. [] b. retain the right to designate who shall use the property transferred or its income :.................................... ^ 0 c. retain a reversionary interest; or .................................................................................................................. ^ d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... ^ 3. Did decedent own an "in trust for° or payable upon death bank account or security at his or her death?......... [] ~x[ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... ~ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disGosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P:S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Itw-7602 Dr+ t+7~ SCHEDULE A REAL ESTATE caaeoNwEUrN of rENNSnvnNw INHERRANCE TAx RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Utech, Jannette A. 27-08-0589 All tar property ownW solely a a a lrnarl! M eonrnon mud be nporbd d falr mntod vdue. F~ market value is defined as the price d which property would be exchanged between a wAling buyer and a willing seller, neither tiring compNled to buY or sell, both having reasonable krlowleclge of the relevant facts. Iced pmpsrly vMlleh b toMtlyorrrred vrMh Agtk of arMvastrlp mud W dselossd on talfsdlYS F. Attach a copy of the settlement sheet if the property has been sold. Indude a copy of the deed showing decedents interest tf owned as tenant in common. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Real estate -situate, lying and being In Penn Towrnihip, Cumberland County, 165.000.00 Pennsyh-anla, having an address of 1650 Pine Road, Carlisle, Pennsyh-anla. UP163~1~2-2313-074. As sold on 1/15/2070 TOTAL (Also errter on Line 1, Recapituiatlon) I 165.000.00 (H more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-7500 Schedule A (Rev. 11-08) SCHEDULE B STOCKS ~ BONDS COMdONWEALTH OF PENNSIIVANIA INHERRANCE TA7C RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Utech, Jannette A. 21-09x0588 NI piopMty Jolntlyowrnd wMh ApM o1 wnAvonhip nw~e M dbdoad on Seh~dub F. ITEM NUMBER CU$tP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 6 shares of Cumberland Valley Cooperative 10:00 60.00 Association -preferred stock - 6 shares ~ 110.00 per share TOTAL (Also enter on Line 2, Recapitulation) 60.00 (ff more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) lRw-7601 EX* (!i-9!) SCHEDULE E CASH, BANK DEPOSITS, 86 MISC. PERSONAL PROPERTY COMhK)NVYFALTH of PENNSYWANw INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Utech, Jannette A. 21-09-0588 inca,de the proceeds of ~nigation and the dada the Proceeds were received by the eadate. PJI WoPMY torntlyowned viAtlr 6ne right of wvivorship mwt be deebsed on aeMduN F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cash -found at time of death 252.25 2 M ~ T Bank -Interest bearing checking account -account no. 409812. Principal 41,899.10 balance as of date of deaffi of X1,997.28 plus;1.82 accrued Interest 3 M ~ T Bank -Certificate of DeposR -account no. 31003916443995. Principal 2,147.91 balance ~ of date of death of;2,100.29 plus;47.62 accrued Interest 4 Morgan Stanley Smith Barney -Investment Account -Account No. 54J-04378. 140,666.98 Consl~ting of money market account, stock and mutual funds. Principal balance as of date of death 5 Pennsylvania State Empbyees Federal Credit Union -Account No. 01813224618 37.785.29 consisetting of money market funds/shares 6 Motor Vehicle -2000 Chrysler Sedan - as sold 2.~0•~ 7 Motor'Vehicle - 2001 Ford Truck- as sold 4.000.00 8 Personal Property items -sold at public auction on 10/9/2009 4.961.50 9 Personal Property items -two paintingslprints sok! 11/2/2009 -net amount 5.320.00 10 Penzortal Property Items -sold at public auction on 10/22/2009 37,773.50 11 Personal Property items -sold at publk; suction on 10/31/2009 9,177.00 12 Personal Property items -sold at pubik: auction on 12/3/Z009 2,387.00 13 Real Estate -real estate tax proration at settlement 726.60 TOTAL (Also enter on Line S, Recapitulation) I 289,751.13 (N more space is needed, additional pe®es of the same size) Copyright (c) 2002 form software ony The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rav-760! DC+ (6.66) SCHEDULE F ~THOF~~ANa JOINTLY-0WNED PROPERTY MlfiERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Utech, Jannette A. 21.09-0589 Man asaat was made pint wMtNn one year d the dscsds~N's dab d death, k nssu ba ngoetsd an seMduN (i. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Rachel Hollelnbaugh 30 Lebo Road Daughter Carlisle, PA 17015 B. Ethan A. Dingle 340 Yingling Road Littlestown, PA 17340 Son C. JOINTLY OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSE u~ OF DECD~S INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 7 A 10/6/2000 M ~ T Bank Corporetlon -common stock 3.025.28 50.000% 1.512.64 - 64 sham -closing price as of date of death ;47.27 per share 2 B 10/6/2000 M at T Bank Corporation -common stock 3.025.28 50.000% 1.512.64 - 64 sham - closfng price as of date of death >~47.27 per share 3 A B 10/311980 Real Estate -situate, lying and being in 44.881.20 33.333% 14.960.40 Penn Township, Cumberland County, Pennsylvania, containing 15 acres, more or less, along Plne Road, Carlisle, Pennsylvania, UPI#31-12-0328-064 - jolntly owned with Rachel Holienbaugh and Ethan A. Dtngle. Assessed value of X35,620.00 time CLR factor of 1.26 equals fair market value of;r14,881.20 TOTAL (Also enter on Une 6, Recapltulstton) I 17.985.68 (tf more space is needed, additional pages of the same size) Copyright (c) 2002 form software ony The Lackner Group, Inc. Form PA-1500 Schedule F (Rev. 6-98) Rav-1610 FJ(+ Is•~1 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COAfMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Utech, Jannette A. 21-09-0589 This schedule must be completed and filed if fhe answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER INCLUDE MAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET "k OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Morgan Stanley Smith Barney -Individual 3.283.10 100.000 3,283.10 Retirement Account- Account No. 54J-61035. Consisting of LMP High Income Fund Class C. Beneficiaries named on the accoulnt are daughter, Rachel Holtenbaugh (50°l°), and son, Ethan A. Dingle (50%) 2 Pennsylvania State Employees Federal Credit 3.996.46 100.000 3,996.46 Union -Individual Retirement Account -Account No. 01$13224618 consisting of IRA certificate. Benefidiaries names on the account are daughter, Rachel Holtenbaugh (50%) and son, Ethan A. Dingle (50%) TOTAL (Also enter on Line 7, Recapitulation) ~ 7,279.56 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form sbftware only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) Rev-~ ~a~ ex+ I~o.oat COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Utech, Jannette A. _ 21-09-0589 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: See continuation schedule(s) attached 6,467.36 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name(s) of Personal Representative(s) Rachel Hollenbaugh Ethan A. Dingle Street Address 30 Lebo Road city Carlisle state PA zip 17015 Years} Commission paid 0.00 See continuation schedule(s) attached 2, Attorney's Fees Stonesifer and Kelley, P.C. 17,528.61 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. I Probate Fees 5. I Accountant's Fees 6. I Tax Return Preparer's Fees 7. Other Administrative Costs 1,134.36 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 25,130.33 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) _- -- T SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Utech, Jannette A. 21-09-0589 ITEM NUMBER DESCRIPTION AMOUNT Funeral Expenses 1 Evergreen Cemetery -burial expenses 550.00 2 Ewing Brothers Funeral Home -funeral expenses 5,667.36 3 Spring Hill Cemetery -burial expenses 250.00 H-A Subtotal 6.467.36 Personal Representative Commissions 4 Ethan A. Dingle - Co-Executor -fee waived ($8,764.31) 0.00 5 Rachel Hollenbaugh - Co-Executrix -fee waived ($8,764.31) 0.00 H-B1 Subtotal 0.00 Other Administrative Costs 6 Clerk of Orphans' Court -filing fee for accounting 400.00 7 Register of Wills Office -filing fee for inheritance tax return and inventory 20.00 8 Stonesifer and Kelley, P.C. -costs advanced for probate fees, one advertising, 410.00 certified mail, and short certificates 9 The Sentinel - estate advertising notice 304.36 H-B~ Subtotal 1,134.36 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) -~ _ - COM1MONVVEALTH OF PENNSriVANIA x~M1ERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS ESTATE OF (FILE NUMBER Utech, Jannette A. 21-09-0589 Report debts incurred by the decedent prior to death that romained unpaid at the date of death, including unrelmburoed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Alarm Service and Maintenance Co. -electronic security alarm system 2,995.00 2 Chris Alleman -lawn mowing 40.00 3 Chris Alleman -lawn mowing 40.00 4 Chris Alleman -lawn mowing 40.00 5 Chris Alleman -trimmed hedge 60.00 6 Chris Alleman -lawn mowing 40.00 7 Chris Alleman -lawn mowing 40.00 8 Chris Alleman -lawn mowing and spraying 60.00 9 Chris Alleman -lawn mowing 40.00 10 Chris Alleman -lawn mowing 40.00 11 Chris Alleman -lawn mowing and hedge trimming 80.00 12 Chris Alleman -lawn mowing 40.00 13 Chris Alleman -lawn mowing 40.00 14 Chris Alleman -lawn mowing 80.00 15 Countrywide Insurance Company -increase liability 24.00 16 DEP -Sewage repair permit 105.00 Total of Continuation Schedules See attached pages TOTAL (Also enter on Line 10, Recapitulation) 49,423.47 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-OS) Rw•7672 E)(+ (8.98) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COhMONWEALTN OF PENNSYLVANIA continued INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Utech, Jannette A. 21-09-0589 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17 Eby Granite Works -grave marker 828.00 18 Embarq -final telephone bill 15.96 19 Hoovers Plumbing and Heating -repair faucets and leaks at home property 249.23 20 Jan Custer, Pastor -graveside services 100.00 21 Knisely's -water softener salt 22.25 22 Kough's Oil Company -heating oil 105.75 23 Kough"s Oil Service -heating oii 126.60 24 Mable G. Stitt, Tax Collector - 2009 school taxes on both properties 1.609.75 25 Matthew S. Hurley Auction Co. Inc. -fee for sale of personalty items on 10/9/2009 1,240.38 26 Matthew S. Hurley Auction Co. Inc. -fee for sale of personalty items on 10/22/2009 13,809.62 27 Matthew S. Hurley Auction Co. Inc. -fee for sale of personalty items on 10/31/2009 3,754.80 28 Matthew S. Hurley Auction Co. Inc. -fee for sale of personalty items on 12/3/2009 685.25 29 Mike Swartz -landfill 50.00 30 Oaktree Septic, Sewer 8. Portable Toilets -clean septic tank 269.00 31 Oaktree Septic, Sewer 8~ Portable Toilets -dig open drain line with excavator 418.00 32 Oaktree Septic, Sewer ~ Portable Toilets -snake drain lines and pump lines, clean 1,036.00 tank and replace line Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-9t3) Rev-1b12 EXf (8-88) SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ~~ ~E~AXRETURN~~ continued RESIDENT DECEDENT ESTATE OF FILE NUMBER Utech, Jannette A. 21-09-0589 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 33 P.P. ~ L -electric bill 40.30 34 P.P. 8~ L -electric bill 31.88 35 P.P. 8~ L -electric bill 9.31 36 P.P. 8~'L -electric bill 9.31 37 P.P. 8 L -electric bill 9.31 38 P.P. 8< L -electric bill 9.31 39 P.P. 8~ L -electric bill 9.31 40 Pastor Jan Custer -funeral service 150.00 41 Penn Township Fire Company -fire police 150.00 42 Penn Township Fire Company Auxiliary -funeral luncheon 150.00 43 Penn Township Fire Company Auxiliary -estate expense 81.75 44 Rachel Hollenbaugh -reimbursements for u-haul to move items to auction and 182.99 classified ad to sell truck 45 Real Estate - realtor commissions paid at settlement 9,900.00 46 Real Estate -closing costs paid for Buyer at settlement as seller assistance 6.000.00 47 Real Estate -realty transfer tax paid at settlement 1,650.00 48 Real Estate -county/township taxes paid at settlement from 1/1/10 to 1/15/10 11.26 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-7500 Schedule I (Rev. 6-98) Rsv-1512 EX+ (8.88) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS conMONwEUTN of PENNSnvANw continued INNERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Udech, Jannette A. 21-09-0589 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) reEV•~s~s oc+ I+~-0s1 SCHEDULE J COMMNHER~ITANCE 7~ RETURNANIA BENEFICIARIES RESIDENT DECEDENT ESTATE OF FILE NUMBER tJtech, Jannetts A. 21-09-05 89 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT SHARE OF ESTATE (Words) AMOUNT OF ESTATE ($$$) Do Not Use s I • TAXA LE DISTRIBUTIONS [include outright spousal distributions and transfers under Sec. ~116(a)(1.2)] 1 Etha~tn A. Dtngte Son 712 of residue 340 !Yingling Road Littllastown, PA 17340 2 Rachel Hollenbaugh Daughter 7/2 of residue 30 Ljebo Road CaNrsle, PA 17015 Total Enter dollar amounts for distributions shown above on lines 1 5 through 18 on Rev 150 0 cover sheet, as appro priate, II • NON-T/~XABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHAf~ITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF P/yRT II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET L 0.00 Copyright (c) 2009 form seDftware only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 11-08) ~, r+~ ^-~, ~ ~ ` LAST WILL AND TESTAMENT ~r~ ~ . - C ~ ~: f~ : r_. ~: ~ _ .. _~ _ : ~ t JANNETTE A. UTECH '~~~ '' ~ ~ -'-' ' .. ~~ r~` ~ E. ~...1.. ~' ~ r a/k/a ~ ~.~ ~.~ i ~> x- JANNETTE A. DINGLE I, Jannette A. Utech a/k/a 3annette A. Dingle, of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, do make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all Wills by me at any time heretofore made. - FIRST: I direct that all expenses of my last illness, including hospital expenses, expenses for medical care, funeral expenses and the cost of a gravemarker, i as well as all debts or obligations owed by me at the time of my death, which in the opinion of my Executor are not subject to either a legal or equitable defense, shall be paid from my residuary estate, unless otherwise provided herein, as soon as ~` practicable after my decease as part of the expense of the administration of my estate. I direct that all state and federal estate, succession, legacy, inheritance or other transfer taxes, however designated, together v~~ith any interest thereon, that shall become payable by reason of my death with respect to any property which is included in my estate for purposes of computing such taxes, shall be paid from my residuary estate, as an expense of administration and without apportionment. My Executor shall have no duty or obligation to obtain reimbursement for any STONESIFER AND KELLEY A P.efmisnd Capntiw ATTORNEYS AT UW 209 Broadway Hanover, Pennsylvania 17331 717-632-0163 1 such tax paid by him from the residuary estate even though paid on proceeds of insurance, annuities, jointly-held or other non-testamentary property not passing under this Will but which passed by virtue of my death. SECOND: All of the rest, residue and remainder of my estate, real, personal and mixed, of whatever nature and wheresoever the same may be located, equally, share and share alike, unto my children, Rachel Hollenbaugh and Ethan A. Dingle, or to their issue, per stirpes. f ' THIRD: My personal representative and the Trustee of any trust created hereunder shall have the following powers and authority in addition to, and not in +' limitation of, any other rights and powers granted by law: a) To retain any property transferred, devised or bequeathed to them by me, or any undivided interest therein, regardless of the character of said property, or whether it is such as may be authorized by law as a legal investment by a fiduciary; b) To invest and reinvest the estate or trust property in any property or undivided interest therein, wherever located, including but not limited to, bonds, notes, secured or unsecured, stocks of corporations, real estate or any interest therein, interests in trust, including common trust funds, and investments or obligations issued by the Trustee, without being limited by any statute or rule of law concerning investments; c) To sell any estate or trust property, for cash or on credit, at public or private sale; to exchange any of said property for other property; to grant options to purchase or acquire any estate or trust property; and to determine the prices and terms of sales, exchanges and options; d) To execute leases and sub-leases for terms extending beyond the termination of any Trust established herein; to subdivide or improve real estate and tear down or alter improvements; to grant easements, give consents and make contracts relating to real estate or its use; and to release or dedicate STONESIFER .AND KELLEY w t3e~.~.t c.,r.,.ue~ ATTORNEYS AT IAW 209 Broadway Hanover, Pennsylvania 1733( 717-G32-0163 2 any interest in real estate; e) To borrow money and to mortgage or pledge any estate or trust property in connection with the administration of the Trusts created hereunder; to execute promissory notes or other obligations for amounts so borrowed; and to secure the payment of any amounts so borrowed by mortgage or pledge of any real or personal property. f) To make loans in such amounts, upon such terms and at such rates of interest, and to such persons, firms, or corporations, as deemed advisable; g) To take any action with respect to conserving or realizing upon the value of any estate or trust property, and with respect to foreclosures, reorganizations or other changes affecting the estate or trust property; to collect, pay, consent, compromise or'abandon demands of or against the estate or trust property, wherever situated; and to execute contracts, notes, conveyances and other instruments, including instruments containing covenants and warranties binding upon and creating a charge against the estate or trust property, and containing provisions excluding personal liability. h) To keep any property in the name of a nominee, with or without disclosure of any fiduciary relationship; i) To employ agents, attorneys, auditors, depositories and proxies, with or without discretionary powers; j) To give proxies, to deposit securities with and transfer title to committees representing security holders and to participate in voting trusts, reorganizations, and other transactions involving the common interest of security holders; k) To exercise any option to subscribe for or purchase any stocks, bonds, certificates, or other securities which may be given to it as the holder of other stocks, bonds, certificates, or other securities constituting a part of the estate or trust property; 1} To purchase stocks, bonds or other property, real or personal, from the executor or legal representative of my spouse's estate, or any trust established by my spouse, even though such executor or legal representative is also a fiduciary hereunder; STONESIFER .AND KELLEY A /iofadmu[ Cor~sraeien ATTORNEYS AT L1W 209 Broadway Hanover, Pennsylvania 1733! 717-632-Ot63 !, {. m) To join with my spouse or her personal representative in the filing of any income or gift tax return for any period prior to my death and without requiring indemnification from my spouse or her personal representative for any liability which may arise from joining in such return; n) To elect to take administration expenses on either the estate's federal income tax return or the estate's federal estate tax return in such manner as to provide the greatest overall tax savings. My Executor is authorized but not requixed to adjust the interest of any beneficiary detrimentally affected by such election in order to compensate said beneficiary for any loss due to the making of such election; o) To exercise any election provided in the Internal Revenue Code or under Pennsylvania Inheritance or Estate Tax Laws with respect to the valuation of property for purpose of such taxes, and the time and manner of payment of tax, and no adjustment in any beneficiary's interest in my estate shall be made by reason of the making of such election; p) To deduct, retain, expend and pay out of any money belonging to the estate or any trust established herein any and ail necessary and proper expenses in connection with the operation and conduct of the same, and to pay all taxes, insurance premiums on any policy constituting part of the trust property, and any other legal assessments, debts, claims or charges which at any time may be due and owing by, or which may exist against my estate or any trust established herein ; q) To chazge commissions or compensation for their services hereunder, which commissions or compensation in the case of a corporate fiduciary may be charged against or payable from both principal and income received on an annual basis at such rates as may be provided in its published fee schedule in effect at the time said services are preformed; r) To make any distributions or division of estate or trust property in cash or in kind, or both. s) To continue or carry on any business in which my estate or any trust created under my Will has an interest by stock ownership, partnership interest, proprietorship, or otherwise; to incorporate any such business not previously incorporated or to convert any such business previously incorporated into a partnership, tenancy in common, or proprietorship; to acquire any such business and affairs which an individual could take as the owner of such business; to invest additional capital in, subscribe to additional STONESIFER AND KELLEY ATTORNEYS AT LAW 209 Broadway Hanover, Pennrylvania 17331 717-632-0IG3 ~` ~ stock or securities of, and loan money or credit, with or without security to such business, out of my estate and/or any such trust; to leave income from the business at the risk of the business by way of contribution to capital or ' loan subordinate to other creditors; to rely upon the reports of certified public accountant as to the operations and financial condition of the business, without independent investigation; to elect and/or beneficially employ and compensate, as directors, officers, employees, counsel, or agents of such business any person, including any one or more of the individual Fiduciaries (notwithstandingthat they are Fiduciaries under my Will) or any agent of a Fiduciary; to deal with and act for the business in any capacity, including any banking or trust capacity and the loaning of money out of a Fiduciary's own funds, and to be compensated therefor; and to sell or liquidate such business or any part thereof. t) To exercise any and alI options, rights and privileges contained in or obtainable in connection with any life insurance policy, annuity or endowment contract which may become a part of my estate or any trust created under my Will, issued on the life of any individual, including the right to leave any sum on deposit with any life insurance company at interest for any length of time; to allow any automatic loan features of any policy to operate; to borrow upon the cash value or reserve of any policy; to elect the automatic non-forfeiture of any policy; to make any compromise or settlement with respect to any policy; to revoke any optional mode of settlement; to obtain the cash surrender value; to convert any such policy to paid-up insurance or extended term insurance; to take out and/or continue in force and pay the premiums on any life insurance., annuity, or endowment contract upon the life of any beneficiary of my estate or any trust created under my Will, or upon the life of any parent, spouse, descendant or spouse of any descendant of such beneficiary, for any purpose whatsoever. As used in this Section, life insurance means any type of life insurance policy, including term, paid-up, whole life, limited payment, split dollar, universal or any form of life insurance. AND LASTLY, I do nominate, constitute, and appoint Rachel Hollenbaugh STONESIFER AND KELLEY ~~~~~ ATTORNEYS AT LAW 209 Bmadwap Hanover, Pennsylvania 17331 717-632-0163 and Ethan A. Dingle, as Co-Executors of this, my Last Will and Testament. I direct my Co-Executors shall serve without bond. Any fiduciary who is an individual shall be entitled to receive reasonable compensation for his services hereunder and shall be reimbursed for all expenses incurred in connection with the administration of my estate or any trusts established herein. Compensation for any corporate fiduciary for its services hereunder shall be in accordance with its published fee schedule in effect at the time of said services are performed. IN WITNESS WHEREOF, I, Jannette A. Utech afkla Jannette A. Dingle, have to this my Last Will and Testament, contained on this pa.,ge and the foregoing five (5) pages, set my hand and seal this _ l ~~`day of ~~ t ~,t , 2008. STONESIFER AND KELLEY ATTORNEYS AT GAW 209 Broadway Hanover, Pennsylvania 17331 717.632-OIG3 I, Jannette A. Utech a/k/a Ja~tte A. Dingle ,the testatrix, sign my name to this instrument this ~3~day of ,(,U ' C !, 2008, and being first duly sworn, do hereby declaze to the undersigned authority that I signed and executed this instrument as my will and that I signed it willing (or willingly direct another to sign for me), that I executed it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. .G:~.,,~t°~ /~ • ~~C~.e ~2.~ (SEAL) ~~...,. Jannette A. Utech alk/a 1, f ~~-C.~.( . ~~G ~ ~ SEAL) J ette A. Dingle We, Scott L. Kelley, Esquire and Rebecca A. Howazd, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testator signs and executes this instrument as his Will and that he signs it willingly (or directs another to sign for him), and that each of us, in the presence and `. hearing of the testator, hereby signs this Will as witness to the testator's signing, and that to the best of our knowledge the testator is eighteen years of age older, of ;sound mind, and under no constraint or undue influence. Scott L. a ey, Esq e A. Howard COMMONWEALTH OF PENNSYLVANIA } COUNTY OF YORK ) Subscribed, sworn to and acknowledged before me by Jannette A. Utech a!k/a Jannette A. Dingle, the testatrix, and subscribed and sworn to before me bay Scott L. Kell Esquire and Rebecca A. Howard, witnesses, this ~~' day o€ ~;,. , 2008. : ~ ;' ~., ~ STONESIFER ~ Notary Public '' AND KELLEY ~oT,ar~~A! ScAL A~~~,.tc.~.,,~r s-~a,crE ~ corm:?sr~~izH ATTORNEYS AT IAW [`~'JtQf ~ PE;C1iIC cos spy yiANavEtz ~GRc3JGt•i. ~or~: cour~zv Hanm~er. Iknnsylvania 17331 717-632-o1G3 Nly ~Qt"nt'~1iSJion Expires Oct 10. ?~ A Settlement Stateml~tt U.S aepe~unenc d Housins and txcen oeveloprr,enc R Tina d I roan n.wa e.,.....y wr. -~cm rmc i.....:..._ ,,.ti,...w.. 1. ~FH4 2 ^FrrtiA 3. ~Corn.lJnirs. &FileNniber 4. VA 5. Corry.Ins. 2009~81IRiJ558.L a 7. LoanNirber 409230388 S.MelrsuargeCaseNmber 4419635881703 C. Note: Nenisnalaetl "(pacl"wsa ps o~aide tl~adosr{~WaY.e.tnN,hsator:~la,,,atia, P~P~aano.e not.~ld'n lha fuels. r~u2E~1reSS s2luCfnE'~syStErt, VWiI'MlQ kiss RknabgbNrdynel0 Pelee lrerstlsbblhe Uikd 9elsan Mroaa n~yy atlstirtiarMm Panel6esipm mrnir~im ®, include a eln erd ~ fo deals sax Tqb 18 U. S Cade 3ectim 1oD1 ana Eeaion 1010. D. NAfdE OF Berljatin E I~eell and 6rrrrttley J. Wpa ADOPESS: 379llmestane PA17015 E N4PoE CF SELL92 Estate of Jannette A Dirx~e ADDRESS: 30 Lebo Cal' PA 17015 F. NMiE CF LENDER FiRh Third Mortgage CarrnarN AOOPESS 5050 FG Ffire -1 Clr>cirrrati OH 46263 G PRCPERTY ADDRESS 1660 Pine Rued, Carlisle, PA 17015 Prirrn Touvtshi H. SETIlENE7YT AGE811': O'Brien, Boric & Scherer, Teleplwne: 717-2g9~6873 Faoc 717-2485756 PII+~CE OF SETIIaENT: 19 VYl9st South Carl PA 17013 1. SETRFJut3~ff DATE 01M6*aD10 J. SIAYMl1RY OF BOf~OW9~'S TRANSR1C110N: K OF Sa16tS 7RAM'SAIL"IION: 100. GIm6S AMOUNT DIE PROM BORTdOMlwgi 400. GR06S AMDIM DIrE TO SHIER 101. Contract sales 1 000.00 401. Contrail sales 1 000.00 102 F~rsonal 402. Fbrsortal 103 Selllernert to baro~ner lire 1 434.70 403. 104. 404. 105. 406. tstrrsrts for items seller in ad/axe ~axs for items 'd seller in advance 106. Lases 406. 107. taxes 407. taxes toe. sa>oot Tax o1/15I1otoofif3Qllo 726.60 4oa Sdad Tax O1M5110to06!30r'10 72&60 109. 409. 110. 410. 111. 411. 112 412 120. t';RO6S AMOUNT DUE FROM BORROWH2 1 161.30 4~. Gt4O6S Dl~ TO SHJ.HZ 1 726.60 200. AIIAOlNiS PAID BY OR ON Bl3tALF OF BOIi ROWBt 500. RIDl1CTI0NS IN AMOUdf DIJE TO SH1Ht 201. ' or earr~st 000.00 501. Exoe~ see irstnx;ficrs 202 Rirxi arrant of new loers 1 011.00 502 Settlen~erx a seller line 1 17 560.00 203 6dsti s taken to 503. EldsU s taken to 203. 504. of Fret AAo a Loan 205 505. 206. 506. _ 207. 507. 208 90e. _ 208. 509. ustrrrelts far items seller rretrrrertts far items seder 210. Lewes 510. lturrntaxes 211. taxes O'U01MOto01115110 11.26 511. CotrA~itaxes 01lOU10ro07/'15M0 11.26 212 Sdiod Tax 512 Sdnol Tax 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TaTAL PAID BYIFOR BOR(tOWER 1 022.26 520. TmAL AMOUPlr DUE SH1B2 17 561.?b 300. t:l1SH AT SET7LHYB4T FROM OR TO BORROWE3t 600. CASH AT SETiLEAIB~I~ Ta OR FFmM SH1Ht 301. Gross arrntrt<due from t~onrn~er 6ne 1 1 161.30 601. Gnu arrant to seller f 4 1 7.60 302 Less amounts ~ barovrzr line 1 Q22.26 602 Less redlxiion ltt clue seNer line 52 17 581.26 303. CASH FRDM BORR0111ER 139.04 600. CASH TO SH1Ht 14'~ 166.34 US OB'PFZTNB~lf CF I-1:~J51NGMDl~B~fV CEVB_CHv1~fT Flo N.rr6er. ~L PPC1=2 .~A~f T €r~u ems; ~ltlwrr~f 9~ciam L SEiTLF3UBJI' P.aDFr~CM r~voRaaln 700. TQrAL SoLl~ZS OClNv1S5CN Lia9ed m ~ $1 ~~ 6000 = 900.00 Bps SF318~S ^usiancfoarrrissal(kne700Jasfdkans f~J~O6AT f3.PO6AT 701. $ 97500 b V161f@$ShBEtBt'(~1i015 SETfLHvBVf SE~iLHvE~If _ 702 9Q5100 b F~oolae8Et1v1Etn _ 703 Qxrrrissim ~ $ Settlarert 900.00 800. RHYISPAY~EIN~f1~IWiHIf]oN 801. Loaf ' 'rt~lirn Fee 802 loal ^soolnl °k 80Q Fee b H+errier Savioe Sil0.0D 804. Qedt b C]edt Plr.s 3636 806. Rood (~atifi~~tim Fee b Saliwn~est Frrericial IrrG 400 806. Yield Rariuri b Foote .QG 900.00 807. Bdaa Fee b Foate 1 620.11 808. Rooesa Fee b Faate 300.00 809. 810. Tac Service Fee b Frst /kreric~'n Reel Erfabe TaDC Service 7200 811. Fee b F'tHtt Third 56~"i00 900. R6Yl5RH~F7~BYLB~~'tTfl~PAIDINADJMCE got. Iriamt Fran OU1512010 b 02f0'l/~10 21.640D 17 Sys - 367.86 sot Insu-ane Rerriun ~ b FNh mrd 786.44 903. Ft~dlnelraneRariunfa 1 b ~eFarmFreB Co .QG 57600 got. Roodlrs Ptaritrrrl b 8a0eFarmr-rre& Ca P.QG 1 00 906. _ 1000. F7E': BZIIP5C8~06Ti®WiNLB~2FCR _ 1001. It~ad Iraranoe 3 ma 4600 hio 14400 1002 ksuane rra hro 10Cfa Q Tac rrn hrn 1004. Tac 12 rro. 24.47 hro _ 29684 1006. Sand Tac 8 no. 13234 hro 108$T2 '1006. Rood Irslrane 3 rrn 10(175 hro 311.25 1aos. b r-lRnThird -est.s¢ aao 1100. 71Tt.ECFY3RC~.S 1101. SeIllara#ardos fee _ 11~ Pbsiradartitleseadl _ 11oa Titleerarir~an 1103. Tideir~raroelarrier 1106 Lbnrrer>t 1106. Fees b C~str 1500 1107. s fees IrrArJes 2t~ue i~rrs Ptx 1108 Title lrsuare b d Boric &Sdierer 1,22 1067.9 IrXllli<•S E37U~e IferTe N7t ) 1108. Lerdal's 011.00 - 1110. Qnner's ~ 1 00400 -118375 1111. 100hbMal 300 900E b O BericBSdiera 150.00 1112 _ 111a C1oa b O Boric&Sdrerer 7500 1200. Q011BiNYB~R~NCa/~DTRfNI~Q-MM~ES 1271. FeesC.bed 6L90 7600 ~ RaleESe 13650 1272 L>eed 8600 _ 18fi40D 1278. Sta6eT Deed 600 16e3400 127`3. 1275. 1300. /-L~7lgdrlL SE7TLB11BJf p-M~5 1301. Fee b O Boric&Sd~erer ~ 10.00 130Q. Tac Cbrtifirlim Fee b O Boric BShcarer' 500 1400.1C7TALSE7iLL-7dB~tf C4iM~E5 erllerm Nrres 1 fiction J aid Sbc:Srn F4 4347Ci 17 5110.00 raocstnflcnncrl~ araaw~osa>_r3x ^~ /V /,~,~~-- ~ 9 ~~~~. 1`a. , ~ l.vu~ e. b~ '~~.h~ ~v'l.J~~r. ~lx.L::.c;~,,, c~c_(eir, ~.>~ ,J J VWRJrC31TISAQ'iN~ETOM~CVW3VMY~FPLEESfAIBVBJISIOIFE ThehLU19a1tleTBY Ww3i isa ~a~amn+YdVie W'f®STA'fE~iQJ7FIS~t/W/9MVRFi37U F$J^ll1~U~'CIVOCTlACt1CN trareamat lFa~a~aed aaBe b6e ~d~mMilhMisaelaraY. pnp111~Cf ~ ~AflhEPPUNRiieCM~6Vf. FC72CETPILS5~717r-E 16 us asE~rlaaiaolowss;rravwla ~ iD ~rlal~ear Dann I w ~.~~.... ,, ~~ m ~_ C , ~ ~ '~ C C^C r~x o ~n ~- .~ ~ ~ ~ ~ ~ ~ ~ ;~ ~. ~ ~ ~ ~ ~ n J ~` ~ J ~' ~ ~ `~. r ~~ ~ ~ in ~y ~ ~ n v n ,. a g ~ '~ ?G ~ " ~ ~' `r. ~~, m ~~ ~ - ~ ~ J , ~~ ~ ~. O ru O :. ^r~ W -w] Q~ r t~ :. ru ti LL+ L r C C C ~~ A ... 3 rr ~ .~. ~ N d ~ ~' ~ !x7 7c OD '~ ,~ d~ m~ O~ -n = m a '~ Jl ~../ {mil "T~ ~ V ~zQ x=~ a~= N v ~ N C -1 O N m °~ ~- a V1 P Q +r ~~ ,. ' v n v t m ~x ''f o ~ ~ ~ ~ .tom , , ; N ~ d :: m° A p s~ 499 Mitchell Road, Millsboro, DE 1996b Mait Code DE-MB-l2 Phone (888}502-4349 Fax (302)934-2955 July 9, 2009 Stonesifer and Keltey Attorneys At Law 209 Broadway Hanover, Pennsylvania 17331 Re: Estate of.' Jannette A. Utech Social Security: 181-32-4618 Date of Death: June 1 S, 2009 Dear Sir or Madam: Per your ingwiry dated July 02, 2009, please be advised that at the time of death, the above-named decedent had on deposit with this bank, the following: i. TypeafAccount Checking Account Account Number 409812 Ownership (Names oj~ JannetteA Utech* Eugene F Utech* Opening Date 9/Dl/67 Closed 7/01/09 Balance on Date of Death $ 41, 997.28 Accrued Interest $ 1.82 ___ Total $ 41,999.10 2. Type ofAccount Certificate of Deposit Account Number 31003916443995 Ownership (Names of) JannetieA Utech* Eugene F Utech* Opening Date 8/I7/07 Balance on Date of Death $ 2,100.29 Accrued Interest $ 47.62 Total $ 2,147.91 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact our High Street Carlisle Office # 717-2410-4536. Sincerely, Tracie Hare Adjustment Sepwices nuu. IU. LUU7 ).)Oren PSE(~ August 18, 2009 Account # OI8IXXX}DGC SCOTT L KELLEY ESQUIRE 209 BROADWAY HANOVER,', PA 17331 Dear MR KELLEY: Nu. ply r. ~ The following is the status of JANNBTTE A DTNGLB-UTECH's account with PSECU as of the date of death. Joint Owner'S Name NONE Date of beat& 06.15.2009 Date of Birth 01.15.1924 Share Desicription Opea date Balance Accrued bivideead S O1 Regular Shares 03.72.1984 $ 39.98 S 0.01 S 07 Money Market Shares 07.02.2008 37,736.46 8.84 S SO 601~oath IRA Certificate * 09.05.2003 3,996.46 6.76 *Designated YRA Beneficiaries - is THAN A DINGLE , RACHEL D HOLLENBAUGH The dividend ~eatned £nom January 1, 2009 through the date o#'death was $794.58. The decedent ]aad no loans with us. we do nolt have safe deposit boxes for our members. If you have any questions, please ca11234-8484 im Harrisburg or' our toII-free rnnnber, (800) 237-7328. At the menu pronxpt, enter 6 aad then exteasioa 2227. Sincerely, J olbin Member Service Representative Finance Support Unit Peneeest-heeania State Employees Credit Union Main Address: 1 Credit Unlex+ Place, Harrisburg, PA 17110-2990 • 717.234.8484 • 800.237.7328 Melling Addre~: PO. Box 67013, Harrisburg, PA 17)06-7013 • 717.777.2100 (f0D) • 800.472.1967 (TDD) psecu.com 1i+is aodir union b fedaoUV insured by fl+c Notional Crsd~t Union Administiorion. Equel ppponuniy lender Historical (luotes: t;hartmg l Dols for LooK>ng Up a security's hxact Ll.osmg trice - tsigL... rage i or i -, ':: r ~ :! sEnRCrI ~ Mitre = .Charts' .,.rr.~.rd, Roma Quotes Neva Indnsities Markets Hiyturical rluotea Bigneporla ty AdvanCrd Toots, PrerMum Prurluc lS This Hiatonral Otwles tiwl aaows you to look up a severity's exact cbsing price. Sknply type h the symNd and a hislorlal dale to view a quote and mini chart for that sewrhy. Enter Symbol MTB Enter Dar 6!15/2009 r r ' MF.T Bank Corp ...,awry. ,n,r,e I~ s%:Ty G':osm4 ~'^~" 47.27 ;,ec: 44.80 +':;,! ~ 49.18 Lxv 4.7.08 ~'~'rr 774.£300 Sponsored Links 4.375% Mortgage Refinance Refi Your Mortgage Now with DPR®! As Featured on CNNMoney 8 Forbes 7e4apnaie. P,eSna:;ce ~•oo• "My Teeth Are Now White" Read the trick, diswvered by a mom, to tum yellow teeth white. wwwSh. rc+nsTreth'P ~.:; y.~.w-. StopTradingStartProfiting 10 year optimized, trading system, up 77% in 2008, Free 60 Day Trial Tr;. lraCis.~.orn Annuity Scam Alert What you must know about Annuities. Do Not Get Ripped OfF. srwm~.a,~n.nlyrors~ Take Our Frea Online Seminars, Charles Schwab Scdtrade: S7 Trades. Fall F~tecWions 30-Day Guarantee. Click Here. ~ ~- I She c,(~ va~~2. tV<7 Splits Options Trader Free 30-Day Trial. Click Here. Home I About I Job Oooortunilies l Corned Us I Feedback I Helo license and integrate news, custom finandal rods and data som Dow Jones Gient Sddions.. Copyrgh102009 MarketWatch, inc. M rights roserved. aY using this rile, you agree to the Terms of Uae and Privacy Policy (updated x3103). Intratlay data provided bN Irneradiye Data Real Time Services, a divisbn of Interadlve Data Corp. and subject to terms of use. Historigl and current end-of-0ay dale provided Dy I~,radive Data Prtcind and Reference Data. More inlonnabon on NASDAO traded svmbds end their wrrern financial status. Imraday data delayed 15 minutes for Nasdaq. and 20 mimes rot dher exchanges. Dow Jones IMexesSM tram Dow Jonas b Compam, Inc. SEHK intraday data is providetl by Comstock and is at least BO-minutes delayed. All qudes are in Beal exchange lime. kirYllxrt ~rr,.~rr.a'i ~- 30•Day Guarantee. Click Hero. http://bigchart~.marketwatch.com/historical/default.asp?detect=l &symbol=MTB&close_dat... 7/6/2009 y '~ tC1 :) .V L O W o Q !' rQ 4W -~ p Op Q Q N ~ W O .r Sj m 0~1_ ~I7 ~. '~. O ~O N ~' r ~ ~ w ~ 0 ~ ~ ~~ S ~~~~~w~ C C ~ W N 7 A y N ~3 ~~ ~ c ~ ~ _ ~ o N {p N Q C N ~p 1 ~ N D1 m a E Y c :°. ~ N O C ~ `p $ ay ~ m N .~ ~ n Y N ld y T N i N ~ y G N O C N N ~ ~ O N N r .t„ N N T C ~ a °' 3 `° `-° ~ a O1 1- d c ~ ~ v '> m ~ ~ 3 w ~ m~ ~ ?' m ai r®Q 0 M O E N N ,. p `! Nc~ x is ~' y ~ ~.jM V `r m N TJ N ~ 'j (IS a O ~ o °" ~ a~i . ~ c o ~ ~ a v w a , a m'o °~ ov. N 7 U N ~ O ~ U W U W j ` ZN W~' ~ ~ r ~' ~ 1c~ pO [C4rj~~n~ 7 O c °' y c~ aW~LLwoZ < ~ m Uy S6 ~ ~ ? ~ n.y -a j o ~ t9r~-w ai5 z=mmn Em ; m a W ZrQt,~Q4- ~ a t [A Q~3w~~Qa ~ ~~> v' H m Q ~ '' . ,Yi to ~ ~ a ` '~ y c ~ M C N N (rp • t t~ 0 U? p C i7 C .. y Y O . O C X X i a~a ~jO ~ ~ZfA r~i~SmQ~i pr= N _ N o ~~qp ~ ~ ~ U LN F 214 Senare:~~~c ?th Floor (.'amp Hill. I'A l~U] i re( 717'301800 tax % I ~ ~' 30 1894 colt Eree 800'_3- 1700 December 30, 2009 SCOTT L. KELLEY, ESQ. Stonesifer and Kelley 209 B>~oadway Hanover, PA 17331 RE: Jannette A. Utech Estate Account #54J-61035-1-3-364 Dear Mr. Kelley: The value of the above account as of 08/01 /09 is as follows: MorganStanley SmithBarney 633.803 shares of LMP High Income Fund Class C at $5.18 per share, total value as of 08/01/49 was $3,283.10. The beneficiaries listed on the accounts are Rachel Hollenlbaugh (50%) and Ethan A. Dingle (50%). I have enclosed 2 IRA distribution forms to be signed by the beneficiaries. Do they want to receive a check or want the assets transferred to another account for the benefit of the beneficiaries? Thank you for your time in this matter. Sincerely, r, t~ Ann M. Dunkelberger Senior Client Service Associate to John J. Fabian, Jr. /amd Enclosures "The information herein has been obtained from sources we believe to be reliable, but do not guarantee its accuracy or completeness." h1org.m Sr.~nlc~.' ~mirh Bamcv LLC. ~1~~mbrr SIPC. rage i of i ~, Cumberland County PA -Tax Mapper Find Address Print Search PIN Search Business ( i f-r • Results - ~~~ 31-12-0328-064 (1) - ~.! Parcels (1) - ~_~__ 31-12-0328-064 CCGIS.$DE. parcels.AREA {CCGIS.SDE.parcels.AREA} PIN 31-12-0328-064 SUFFIX OWNER D[NGLE, JANNETTE A ET AL LOCATION 1650 PINE ROAD (lEIGHBORHOOD 3140 TYPE v LAND USE CODE 118 4ANDDESC LAND APPROX 35 ACRES OEEDEOOK 0029D-00468 PEED ACRE 15 4AND VALUE 35620 BUILDING VALUE 0 tOTAL VALUE 1410 $Q FT 0 $AI.E PRICE 1 $ALE MONTH 30 $ALE DAY 10 $ALE YEAR 1980 http://ccgis.cc~a.net/taxmapper/ 10/21 /2009 Help GIS Tax Mapping i'~ '`~ :7 ~ ~' GQ~ ~~. n~ ti_