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HomeMy WebLinkAbout01-19-10 (3)' 15056051047 REV-1500 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes _ INHERITANCE TAX RETURN PO BOX 280601 2 l 0 9 0 0 4 2 0 Harrisburg PA 17128-0601 ~ RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 3 5 4 2 2 5 8 0 4' 2 l 2 0 0 9 ` 0'S 3 0 l 9 l 7 Decedent's Last Name Suffix Decedent's First Name MI W H I T E D 0 R O T H Y M (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 ® 1. Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 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 M a r l i n R M c C a l e b 7 1 7 6 9 1 7 7 7 0 Firm Name (If Applicable) First line of address 2 1 9 E a s t M a i n Second line of address P O B o x 2 3 0 City or Post Office M e `c h a' n i c s b u r g S t r e e t REGISTER WILLS USE~ILY ~ ~ -.j ~ , r'' ~ L'= ~r i --~- -- ~~-~ .J-) ., ~ ,.-, . ~ ~ - r , t~-~ is ~ ~ ~~~ \....^~ V.+.. _~ ^y~. ~ ' # Dpi FfLED ~ ' State ZIP Code L P A 1 7 0 5 5 W Correspondent's a-mail address: _, -ti `. t.:.r.. 3 `' <_..~~ ~~ 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. DA E SI AT RE OF PERSON RESPO SIBLE FOR FILING RETURN CO-EX2CUtOrS ~ ~r0 DDRESS O n E. 1te aymon Whi , Jr. , 19 Lenox Ct., Mechanicsburg, PA 601 outh Frederick Street, Mechanicsbur PA 17055 17050 SIGN~E~O~ P~EPA ~ '~R~SENTATIVE / DAT`E_ ADDRESS Marlin R. McCaleb 219 East Main Street, P.O. Box 230, Mechanicsburct, PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051047 15056051047 J REV-1500 EX Decedent's Name: Dorothy M. White Decedent's Social Security Number 1 7 3 5 4 2 2 5 8 RECAPITULATION 1. Real estate (Schedule A) . ........................................ .... 1. 0 0 0 2. Stocks and Bonds (Schedule B) ................................... .... 2. 0 • 0 0 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .... 3. 0 0 0 4. Mortgages & Notes Receivable (Schedule D) ......................... .... 4. 6 2 6 8 0 3 7 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .... .... 5. 9 3 6 3 3 7. 6 0 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ... .... 6. 0 + 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested.... .... 7. 0 . 0 0 8. Total Gross Assets (total Lines 1-7) ................................ .... 8. 9 9 9 0 1 7 9 • 7 9. Funeral Expenses & Administrative Costs (Schedule H) ................. .... 9. 5 3 4 3 6 , 2 6 10. Debts of Decedent, Mort a e Liabilities, & Liens Schedule I 9 9 ( ) ............ ....10. 3 6 l 1 6 5 11. Total Deductions (total Lines 9& 10) ............................... .... 11. 5 7 0 4 7 9 1 12. Net Value of Estate (Line 8 minus Line 11) .......................... .... 12. 9 4 1 9 7 0 0 6 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. 9 4 1 9 7 0 0 6 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. 0 0 0 16. Amount of Line 14 taxable at lineal rate X .0 ~.5 9 4 1 9 7 0. 0 6 16. 4 2 3 8 8. 6 5 17. Amount of Line 14 taxable at sibling rate X .12 17 0 0 0 , 18. Amount of Line 14 taxable at collateral rate X .15 ~ 18. 0 . 0 0 19. TAX DUE ...................................................... ... 19. 4 2 3 __ 8 _ _$ 6 5 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ 1,5056052048 Side 2 15056052048 15056052048 J ~ , REV-1500 EX Page 3 ' Decedent's Complete Address: File Number 21 - 09 - 00420 DECEDENT'S NAME Dorothy M. White STREET ADDRESS 25 West Maplewood Auenug CITY Mechanicsburg - _ - _ __ STATE.. - _ ZIP PA I 17055 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 42 388.65 ' 2. Credits/Payments 0.00 A. Spousal Poverty Credit _ _ __ B. Prior Payments 40, 000.00 C. Discount 2 ,105.26 Total Credits (A + B + C) (2) 42 ,105.26 3. Interest/Penalty if applicable D. Interest _ ____ __ E. Penalty Total Interest/Penalty (D + E) (3) 0.00 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) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 283.39 A. Enter the interest on the tax due. (5A) 0.00 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (56) 283.39 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 : ............................................ ^ 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? .............. ^ 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1507 EX + (1-97) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECEIVABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER Dorothy M. White 55~~ 173-54-2258 04/21/2009 21-09-00420 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 White, John E. and Norma G., - Note and mortgage dated 6.2,680.37 08/04/2008, given to Decedent by John E. White and Norma G. White, his wife, in principal amount of $68,000.00, encumbering 18 Kingswood Drive, Mechanicsburg; principal balance as of D.O.D.: $62,498.08; interest accrued to D.O.D.: $182.29. (Mortgage recorded in Office of the Recorder of Deeds of Cumberland County, Pennsylvania, on 08/04/2008, as Instrument No. 200826485). TOTAL. (Also enter on line 4, Recapitulation) ~S 62 , 680.37 (If more space is needed, insert additional sheets of the same size) r,,.....c..h+l.-\'IOQRfnrmcnftwarPnnlvCPSvstems.InC. FOrm REV-1507 EX (Rev. ~-s7) REV-1508 EX +(1-97) SCHEbULE E ~~++ COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, ~ M~~7C. IN RESIDENT DECEDEN TN PERSONAL PROPERTY ESTATE OF FILE NUMBER Dorothy M. White SS~~ 173-54-2258 04/21/2009 21-09-00420 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Commerce Bank, - Checking account ~~536115447; principal balance 36,380.35 as of D.O.D.: $36,376.27; interest accrued to D.O.D.: $4.08. 2 1983 Ford Taurus automobile. 1,100.00 3 Claremont Nursing & Rehabilitation Center, - Patient/Guest 1,366.01 account. 4 Erie Insurance Co., - refund of automobile insurance premium. 247.00 5 Household goods, contents, furniture and furnishings. 2,919.00 6 Merrill Lynch Brokerage Account ~~872-43594, 894,311.05 7 Verizon, - credit balance refund. 14.19 TOTAL (Also enter on line 5, Recapitulation) ~S 936 , 337.60 (If more space is needed, insert additional sheets of the same size) (`nnvrinht (rl 1QQF, fnrm cnftwarr ~nlv rPSvctPme. Inc. FOrYYI REV-~rJOS EX (Rev. ~-97) r . REV-1511 EX+(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Dorothy M. White SS~~ 173-54-2258 04/21/2009 21-09-00420 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Malpezzi Funeral Home, - funeral expense. 10,933.90 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney's Fees Law Offices -Marlin R . McCaleb 40 , 000.00 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. Probate Fees Register of Wills 660.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1 Dirty Dog Hauling, - cleaning out house. 425.00 2 Linden Hall Antiques, - appraisal of household contents. 85.00 3 Marlin R. McCaleb, Esq., - Reimbursement for administration costs 83.00 advanced (Cumberland Law Journal, advertising Letters ($75.00); Register of Wills, short certificates ($8.00)). 4 Register of Wills, - filing Inventory and Appraisement. 30.00 5 Register of Wills, - additional probate fee. 50.00 Total of Continuation Schedule(s) 1,169.36 TOTAL (Also enter on line 9, Recapitulation) S 53 , 436.26 (If more space is needed, insert additional sheets of the same size) /'`nr,~irinh4/.-\~OOa +n-m cn44~~i~rsa nnlu f:PCvctsamc Inr Form REV-1511 EX (Rev. 1-971 Estate of: Dorothy M. White Soc Sec ~~: 173-54-2258 Date of Death: 04/21/2009 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount ~~ 6 Register of Wills, - reserve for filing Account, Releases, etc. 350.00 7 Rowe's Auction Service, - sales commission and pick-up fee. 650.40 8 The Patriot-News Co., - advertising Letters. 168.96 -------------- 1,169.36 REV-1512 EX +(1-97) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES. AND LIENS ~CCI r\CAIT r1 C~`Fr1F AIT ESTATE OF FILE NUMBER Dorothy M. White SS~~ 173-54-2258 04/21/2009 21-09-00420 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 Camp Hill Emergency Physicians, - account payable, medical. 22.69 2 Claremont Nursing & Rehabilitation Center, - account payable, 3,070.50 nursing care. 3 Comcast Cable, - account payable, TV cable. 57.22 4 Dr. Kenneth R. Harm, - account payable, medical. 59.50 5 Dr. Kenneth R. Harm, - account payable, medical. 31.34 6 Heritage Cardiology Associates, - account payable, medical. 14.03 7 Internists of Central PA, - account payable, medical. 78.26 8 Internists of Central PA, - account payable, medical. 11.17 9 Mobile X Ray Imaging, Inc., - account payable, medical. 3.98 10 Physicians of Rehab, Industrial & Spine Medicine, - account 20.86 payable, medical. 11 PP&L, - account payable, electricity. 78.92 12 Quantum Imaging, - account payable, medical. 31.71 13 Spirit Physician Services, - account payable, medical. 80.55 14 United Water, - account payable, water service. 24.93 15 Verizon, - account payable, telephone. 25.99 TOTAL (Also enter on line 10, Recapitulation) ~$ 3 , 611.65 (If more space is needed, insert additional sheets of the same size) Coovriaht (cl 1996 form software only CPSvstems. I nc. Form REV-1512 EX (Rev. 1-971 REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Doroth M. White SS~~ 173-54-2258 04/21/2009 21-09-00420 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a}(1.2)~ 1 John E. White Son 360,117.03 601 S. Frederick Street Mechanicsburg, PA 17055 2 Raymond W. White, Jr. Son 360,117.03 19 Lenox Court Mechanicsburg, PA 17050 3 Douglas White Grandson 17,245.06 7 Jeffery Drive Mechanicsburg, PA 17050 4 Lisa White Granddaughter 22,634.14 18 Kingswood Drive Mechanicsburg, PA 17055 5 Rachel Milbrand Granddaughter 22,634.14 6028 Wallingford Way Mechanicsburg, PA 17050 ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET ~$ 0.00 (If more space is needed, insert additional sheets of the same size) f :nnvrinht (r-1900A firm eeftware only The Lackner Groun. InC. Form REV-1513 EX (Rev. 9-00) ESTATE OF DOROTHY M. WHITE No. 21-09-00420 SCHEDULE J, Part I - TAXABLE DISTRIBUTIONS (continued) 6 Kevin White Grandson 22,634.14 19 Lenox Court Mechanicsburg, PA 17050 7 Rebecca White Granddaughter 22,634.14 3 W. Willow Lane Carlisle, PA 17015 8 Sarah Josephine Sharp Great-Granddaughter 32,975.73 3 W. Willow Lane Carlisle, PA 17015 9 Samantha Rae Milbrand Great-Granddaughter 32,975.73 6028 Wallingford Way Mechanicsburg, PA 17050 10 Alexandra Nicole Milbrand Great-Granddaughter 12,075.73 6028 Wallingford Way Mechanicsburg, PA 17050 11 Joseph M. Sharp, Jr. Great-Grandson 11,975.73 3 W. Willow Lane Carlisle, PA 17015 12 Molly White Great-Granddaughter 11,975.73 14 S. Market Street Mechanicsburg, PA 17055 13 Dalton S. Keener Great-Grandson 11,975.73 18 Kingswood Drive Mechanicsburg, PA 17055 ~ ~ LAST WILL AND TESTAMENT f LAW OFFICES ~RLIN R. McCALEB I, DOROTHY M. WHITE, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath my automobiles, personal effects and household goods, contents, furniture and furnishings (not including cash or securities), together with any existing .insurance thereon, unto my sons, RAYMOND W. WHITE, JR., and JOHN E. WHITE, or unto the survivor of them if either is not then living, the same to be divided between them by my Executors, hereinafter named, with due regard for their personal preferences in as nearly equal shares as possible. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, as follows: A. I give and bequeath my Kimball spinet piano unto my great- granddaughter, ALEXANDRA NICOLE MILBRAND, absolutely, if she survives me, the same to be held and cared for her during her minority by her parents. B. I give and bequeath the sum of Twenty-One Thousand and 3 No/100 ($21,000.00) Dollars unto my great-granddaughter, SAMANTHA RAE MILBRAND, absolutely, if she survives me. C. I give and bequeath the sum of Twenty-One Thousand and No/100 ($21,000.00) Dollars unto my great-granddaughter, SARA JOSEPHINE SHARP, absolutely, if she survives me. D. I give and bequeath a share of said residue of my Estate, in an amount equal to twelve (12%) per centum of said residue after deduction of the specific bequests set forth in Paragraphs A, B and C, above, unto my grandchildren, to be distributed as follows: 1. I give and bequeath an amount equal to sixteen (16%) per centum of this share unto my grandson, DOUGLAS WHITE, absolutely; 2. I give and bequeath an amount equal to twenty-one (21 %) per centum of this share unto my granddaughter, LISA WHITE, absolutely; 3. I give and bequeath an amount equal to twenty-one (21 %) per centum of this share unto my granddaughter, RACHEL MILBRAND, absolutely; 4. I give and bequeath an amount equal to twenty-one (21 %) per centum of this share unto my grandson, KEVIN WHITE, absolutely; 5. I give and bequeath an amount equal to twenty-one (21 %) ' LAW OFFICES MARLIN R. McCALEB -2- per centum of this share unto my granddaughter, REBECCA WHITE, absolutely; 6. If any of my said grandchildren shall predecease me leaving lawful issue to survive me, then I order and direct that the share provided herein for such grandchild had he or she survived me 3 shall be paid over and distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita, and in default of said issue, the same shall be paid over and distributed among the other shares of this Paragraph D pro rata. E. I give and bequeath a share of said residue of my Estate, in an amount equal to eight (8%) per centum of said residue of my Estate after deduction of the specific bequests set forth in Paragraphs A, B and C, above, in equal shares unto my great-grandchildren who survive me, share and share alike, absolutely and in fee simple; provided, however, that if any great- grandchild shall predecease me leaving lawful issue to survive me, then I order and direct that the share provided herein for such great-grandchild had he or she survived me shall be paid over and distributed unto his or her said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita; and in default of said issue, said share shall be paid over and distributed in equal shares among the other shares of this Paragraph E, share and share alike. LAW OFFICES MARLIN R. McCALEB -3- F. I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, al shares unto my sons, JOHN E. WHITE and RAYMOND W. WHITE, in equ JR., share and share alike, absolutely and in fee simple. Provided, however, that if either of my sons shall predecease me leaving lawful issue to survive me, then and in that event I order and direct that the share which such deceased son would have received had he survived me shall be paid over and distributed unto his said lawful issue per stirpes, said issue to take the ancestor's share by representation and not per capita. FOURTH. During my lifetime, I have loaned various sums of money to my grandchildren and I may hereafter lend money to one or more of my great- randchildren. To the extent that any such loans shall remain unpaid at my 9 death, then I direct that the amount thereof shall be taken and considered by my Executor and my Trustee, hereinafter named, as part of the share provided above for the grandchild or great-grandchild owing the same and shall be accounted for accordingly. The determination of my Executor as to the amount of any loan remaining unpaid at my death shall be final, conclusive and binding upon all parties. FIFTH. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross Estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed LAW OFFICES II MARLIN R. McCALEB _4_ ~- in connection with such tax, together with any debts and administration expenses that are not deductible for federal estate tax purposes, shall be considered a part of the expense of the administration of my Estate and the same shall be paid out of the residue of my Estate, all without apportionment or right of reimbursement. LASTLY. I nominate, constitute and appoint my sons, JOHN E. WHITE and RAYMOND W. WHITE, JR., Co-Executors of this, my Last Will and Testament, .but if for any reason either of them shall fail to qualify as such Co- Executor or cease so to serve, then it shall not be necessary to appoint a substitute Co-Executor in his place, but in such event the remaining or surviving Co-Executor shall serve as my sole Executor under this Will. If for any reason both of them shall fail to qualify as such Co-Executors or cease so to serve, then I nominate, constitute and appoint COMMERCE BANK/HARRISBURG, N.A., to serve in their place and stead, all to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, DOROTHY M. WHITE, have hereunto set my hand and seal to this, my Last Will and Testament, which consists of six (6) typewritten pages, to each of which I have affixed my signature this day of , A.D., Two Thousand Five (2005). (SEAL) The preceding instrument, consisting of this and five (5) other typewritten LAW OFFICES MARLIN R. McCALEB -5- _. .,, each identified by the signature of the Testatrix, was on the date thereof pages, signed, sealed, published and declared by DOROTHY M. WHITE, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. r ~Q,~~ LAW OFFICES II MARLIN R. McCALEB _ 6 _ Amount Loan Loan 1st Pmt #of Last Pmts Borrowe d Date Rate % Date Pds Pmt Date /Yr Payment Pts APR 68 ,000. 00 8/ 1/O8~ 5.0000 9/ 1/08 84~ 8/ 1/15~12~ 961.1 1 --------- ----- ----- ----- --------------- Interest ---------------- Principal ----- Principal Interest ## ----- ----- Date ----- This Period --------------- This Period ---------------- New Balance ---------------- To Date 1 9/ 1/08 283.33 677.77 67,322.23 283.33 2 10/ 1/08 280.51 680.60 66,641.63 563.84 3 11/ 1/08 277.67 683.43 65,958.20 841.52 4 12/ 1/08 274.83 686.28 - 65,271.92 -------------------- 1,116.34 -- ------ Subt ----- otal: ----- --------------- 1,116.34 --------------- 2,728.08 65,271.92 1,116.34 5 1/ 1/09 271.97 689.14 64,582.78 1,388.31 6 2/ 1/09 269.09 692.01 63,890.77 1,657.40 7 3/ 1/09 266.21 694.89 63,195.87 1,923.61 8 4/ 1/09 263.32 697.79 62 498.08 2,186.93 9 5/ 1/09 .41 700.70 61,797.39 2,447.34 10 6/ 1/09 257.49 703.62 61,093.77 2,704.83 11 7/ 1/09 254.56 706.55 60,387.22 2,959.39 12 8/ 1/09 251.61 709.49 59,677.73 3,211.00 13 9/ 1/09 248.66 712.45 58,965.28 3,459.66 14 10/ -1/09 245.69 715.42 58,249.86 3,705.35 15 11/ 1/09 242.71 718.40 57,531.47 3,948.05 16 12/ 1/09 239.71 721.39 ---- 56,810.07 -------------------- 4,187.77 ------------- ------ Subt ----- otal: ---- ---------------- 3,071..43 ------------ 8,461.84 56,810.07 4,187.77 17 1/ 1/10 236.71 724.40 56,085.68 4,424.48 18 2/ 1/10 233.69 727.42 55,358.26 4,658.17 19 3/ 1/10 230.66 730.45 54,627.82 4,888.83 20 4/ 1/10 227.62 733.49 53,894.33 5,116.44 21 5/ 1/10 224.56 736.55 53,157.78 5,341.00 22 6/ 1/10 221.49 739.62 52,418.16 5,562.49 23 7/ 1/10 218.41 742.70 51,675.47 5,780.90 24 8/ 1/10 215.31 745.79 50,929.68 5,996.22 25 9/ 1/10 212.21 748.90 50,180.78 6,208.42 26 10/ 1/10 209.09 752.02 49,428.76 6,417.51 27 11/ 1/10 205.95 755.15 48,673.61 6,623.46 28 12/ 1/10 202.81 758.30 47,915.31 -------------- - 6,826.27 ------------- ----------- Subtotal: ---- ---------------- 2,638.50 ---------------- 8,894.77 --- -- 47,915.31 6,826.27 29 1/ 1/11 199.65 761.46 47,153.85 7,025.92 ~~ 30 2/ 1/11 196.47 764.63 46,389.22 7,222.39 31 3/ 1/11 193.29 767.82 45,621.40 7,415.68 32 4/ 1/11 190.09 771.02 44,850.38 7,605.77 33 5/ 1/11 186.88 774.23 44,076.15 7,792.64 34 6/ 1/11 183.65 777.46 43,298.70 7,976.30 35 7/ 1/11 180.41 780.69 42,518.00 8,156.71 SCHEDULE D.1 Commerce Bank May 12, 2009 Law Offices of Marlin R. McCaleb 2'19 E. Main St: PO Box 230 Mechanicsburg, PA 17055 RE: Estate of: Dorothy M. White Tax Identification Number: 173-542258 Date of Death:. April 21, 2009 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account-Type: Checking Account -Number: 536115447 Date Opened: 06/13/2002 Primary Owner: Dorothy M. White Date of Death Balance: $36380.35 Accrued Interest: $4.08 Principal Balance: $36376.27 Please fael free to contact me at t717j 412-6127 if i mad be of further assistance. Sincerely; r Diana Reynolds Commerce Bank Research Associate/Deposit Services Commerce Bank /Harrisburg PO Box 4999 - 3801 Paxton Street Harrisburg, PA 17111-0999 " commercepc.com SCHEDULE E.l .t v ... .'~ ~. w V ~ m N U C N ~ = G ~ ~ ~ ~ Os ~ ~ '~ v o ~ ~ o , a 'V o .~ O .` d. ~ O ~. ~ = Qf N ~ ~ ~ ~- er! ~ N .. O C (~ N .. .. .. fA m : '~ C ~ W N ~-- . . ~ eQ 3 ~ C ~ ~ ~ N V N ~ Q . v O C > N > O o E- ` d ~ E ' ~~+ ~ ~ o ~ ~ '~ + ~ ~ :~Q~ Z m ~ (~ > N ~ p L~1 ~ Z ~ o ~ (/~ W J a ~ > a ~ Q a .O w = ~: . c+a u. O ~ W H O C r N ti O M 0 N O O r Y 0 M r OD N O O O ch O (D O O O ti O r .~ 0 O ti O r- ~' ~ O V M o ~ .~ N . O L. to Y (7 ~ ~ ° Q N O _ = ,.~ $ ti o ~ o rn ~ ~ ri C3~ O N ... N M Z m0,'QN OQ Q W~ WN ^ ~ ~ ~ N -~m ? .r U O ~ '+-. O o ~ Q H 1 ZU ~Q ~ Q Q ~.. O Z ~~ ~ p p WC~~~ Z~-~ ZM ~ ~ ~ Q tll O ~ m^ NO i NCO Q O J<L ~N °o°o°o o ¢W Earn ; ~ Q>j~~rn r r N G ~' ~O >J pm ~a~0 ' F' NO aZ ~~° N N N _ ~~ ~~' = VON ~ a ON Q ~U _ _ _ 000 et d Os v~ D o - J QQ cF..~ ~ U ti ^ ~ ^U ci-~ U ~ u. ^ o ~ ~ .. •• ` c~ e~ ~ La. °oo - o °O o ~ ~ ea © o sip ap(n o ~O 0 u~ . 0 o OcC C ti ;~c~ v ~.O N O ~ ~ ~ ~ ~ V ~ V ~ o>~ a ~ ~:.: ~ M SCHEDULE E.6 ~~ . ~~ N ~' I c ~ ~ V C v R Q M ~ O v ~ ~ 'O N ~ Q O ~. m .a ~ ~ Z m O J Y fA Q Z 0 r O ch N ~_ .-. ~ o ~ O ~ O ~ ~ ~ N ch ~. yN~ ~p N ~ ~ D ~ ~ .- N UW~o d ~ ~ ~- N ¢~ `mQ Uo ~~ r o o w ~--~ ° ~ $ o a i ~ ~ 0 ~_ ~ ~' O ,J ~...ti~ r N ~ ~ N ~A ~ V V fA Z VAN Z~ W A N ~ ~ pa N O C~ (A 1i O O C N ` M '~' ` a O o0 N ~„ o ~ N ~ O ,~ O C N 3 O V V Q i O O O O 0 N ch (V O r Y O O M O Y O O N r O O M O .- O 0 0 N r O O r N a ~~~ ~ ~ ~ m > o N M c a a 'C ~ C v l0 Q >_ ti t0 N co N O N M O v ~ d ~ +7 lQ ~ M ~ ~ ~ .p O v, ~ a w 0 d1 Y ~ E Z ~MM_ W Q J M O o Y fA Q t _a O O O Q O m ~ ~ o O O O ~ ~ W O LL. o W ~ p ~ a 0 ~ .U > a~ N ~ :r O _ ~ ` F- ~.. N Q m C O Q W ° ~ o Z~ m o >= E~ ~ F- F= rn N ~ o rQ Sao ~ ~ ~ U O N ~ v to Z fA c ~ ZU ca~N N ~ y D _ aW.tQiiiO~ 5 ~ M ~ ~ ~ a O o° N eQ ~. O c~o N ~ °o ., o C ~''~ O V V Q .-. r r O O O N O N O .- ca M cV r O O O r r O 0 ti c~ O O O ~ < C i V~~F , i ~I N -~` s O ~' nF a~ O N i ~ ch 1, N ~ O r ~- ~ ~~~ ~ r : ° ~; tD ~ `~ r:'; ~` nom; O ~ ~ ~' O ~: p O ~ O ~"`' O A to ~" -.t~ ~..:;~ ~~ ~~'-' ~ o -~' ~ b a~ . O N O ~ f..:g x ~N.: j S ,,; ~ M `- O ~ wx ~ c ,'" ~ ` O >, Q ~ N •;W d N ~ : .~ N .-. ; O O LL ~ ~M tty ' '~ ~~ Q ' N to LA to r MO ~ ° ~aIQ M ~ ~~~ O~ Y~ ,. N ° ~, rr' O (NO ' r ~ N O ~ m ao p ~#M O O ~`~ ~ ~. ap N ~7 N ... ~, 0 O ~ v W ~ N a~o~ ,: ~ N z ~ o~ ~ ~~~ " ~ Z o ~ ~U mo o~ ~ o., a m~ ,,g ~ ~ ~ c~:m rn W H Z N ~ ~~kf- N ~ L ~~,~ ~ c~ ~ r ch ~ NQ ~ g , '~~~ ~:m~ ~ t ~ V '....'~r o ~ ~ O ~ ~~ ~' . . ~_~ V '~ ~ ~ c ~ ~ W ~ ~ f. H ~ ~ a m ~ E o~ ~~ o Q o ' ~~ <~ ~- u~ F- o c~ . Z .~ F:. r' O . o. ,~ o O N ' x' k.n 'v- -O'> CV ~ LJ„ ~ O ' .~ ~ CA ~j (n ~ O O F-W Wc~p o~," pz~W„oo °QH oN w o°' 4~ oo c ~ ~ = J W A N O 4 C~ h! °; U~ ~ N ^`x„t~ c ~' ; 3 ~I L7 W 3 N ~ ~NLLoo ~e4;;~~~~~ ~:m~Zo ZZc~i cOZo ~ 0 O 0 o ~'O ` - O 0 Q! ~ 0 O 0 0 . o c~ o o ° a o ° ° tc> r ' o rn o ~ o a o ` o N irr t•N ~- cal M •~~Z. ~ dL7' ~ SCHEDU LE E.6 M ~, • ~ ~ ~ > m N .~ a C ~p ~ ~ Ia Q ~_ M .. O C m C ~ ~+ ~ v ~ ~ N ~ Q y.. O a. m .a 3 Z m O J Y Q t _a c 0 ~o •~ ~ ~ ~ ~ o~iv~G 1L! ~A ` M ~a ~ ~ N `o c 0 0 ca ti ti r 0 ri ti of v N N N d' ~ m ~ ~ ~ > m N C H 'O ~ C V ~ Q ~ I M et C o0 ... a m c c m °o ~ ~ !Q ~ c j ~' ~ C fA A ~ Q O ~ Q N r.. .{" O m J 2 ~ m O p 3 N O o J Y Q O ~ t Q O r _ ~ O O N O O .~. ~ ~ N ~ M N N ~ _ W ~ O U rn 0 Z ~ N = VV N W W p U o c z Q ~ o ,~' fl ~ c o 0 • z O }~ tr a1 d D Q Q A N N o ~ ~ ~ M ~ v~ ~' ~ a w °o tL z A ~ N ~ °o .. ~ C 3 O V V Q ~s N ° ° o o ~ M Oi O z O ~ O N D ct ~p GO ~ O g O ~ L~ O°0 N D O N ~- ~- O O N N O ~ O ~ ~ .~. N r- a ~ .~. ~ N O O O ~ N ' M ~ ( O a Q c p ~ . J ~ U 0 ~ //~~ ~ Q v/ ~ Q ~/~ ~// V Q t ~Z U N N Z~ ~5~ U W 'IJ~ o a w Q JOo ~ Yo JZ~rn M Umrn ~U o0 0 ~ o0 W~ m~ ~ ] N~ C7azo ~ ~ mzo 0 0',. ~ o O ~ O ~ O ° ~~ ° v _ v ~-~"' ,-. r, N ..., ao'.. - (V >._ rn N SCHEDU _.. LE E.6 0 0 co 0 N 0 0 0 O ti O ~O r _J 2 O O M ~D .- O O O r t~ r CD ~ ~% O O N '; E ,- r ~~m~~ r to U •_" ~~ " O .~ s~ ~ , LL ~ ~.; 9 x "~ ~ ~ h 1 ~ ~' Q O C U W co ~ ' x ''~ W F .J ~ W ~ Z ~ ~ W $ (n t~ ~ } ~ ~-:;~1 in ~ a °N . '~~ °~~' C7 F - ~ r ~a 3N f, 1 ~ .1"._,r, , ~"u.:~~c ,,. ~vz ~ `~'n o ;ia o 0 a` 0 ,. O a °o o~ N .-= ~ ~ r 7 V ~ m .r ~ c ~ -a C V lQ Q >_ O M .•. O C V ~ ~ '~ v, ~ a O y J ~ _ E ~° o Z m O M O N Y O fA Q ~ O Q N O N O O O ti O i. ~ Z p M Z Of O ~ c N W t ~~ xV W O W '~ c UZ o ~;+ ~ ~' o Q~ oN .~ ~ ~ Z ~ UO~~ V fA 3 N n o ~cWnzo M W a. p0 ~ ~ a o Rt 00 N ~ O .. O ~+ C 3 O ,~ v Q M M O Q1 o~ cq rn N N + ..: a ~.~, ~ ~:. ~ r. ~ k,, ~. ~ t ~ ~~ ~: ~ ~ w:: N .~ ,~ ~ ~x ~~ ~~~ ~ ~._._ fV O O ~ ~ ~ ~ O ~ O f M A ~Di` r G N e- , r ' k _ ~,.• _ ~L ~ Y O O O W~ O rn ~, ~ ~ : ~ o ~ ~ O •- ~ N t~ N N T ~f s 4'^ ~> € x CO O 1 CO N //~~~ VJ ` Y~ k: O N a" F O ~ ~ ~ . ~: O .. F,, ~ ~.. x a' o N rn 0 3 _ O 0 dk ~ N Q N e- N .-~ ~ zw r. ^ o <O V to ~ ~ N ~ ~ M ' _ ~ r ' r ~ (A s..':v r rt ' (J1 ~ ~ :, W Z 3 !~ N Z •-. f4 ~ .- W C 00 "~ rn ~ t 0 c ~ ~ U ' ~ .a m ~ O I- ca M~'= v N ~ m ~ Z ~ Z m ~ J 'p a~ * ~ Z X ' ~ ~ ~ ... Q X ~Q O O V ~ ~ ~ mZ O ~ `~' 0 - ~ cD ~ '~ ~ : - ~ - ~; ~ v > W ca ~ ': O ti ~ ~° ~~~ ~~ acorn zQ crn , ~ ~ c ~?YO ` ~ .' , o_~ , .0; 3,~; 0 00 V~ io ;~~. .: D rn io Q ` '° ~` JU op o~ ~ 0 o t t ~ ~ i~ 2... Q m 3 N J 3 N ~ ~,~1J~ '~ N ` ~ N W Z .... N w" ~ J .. N C7azo .q Via."t~`zo azo t~-- ~ Q~~o ~~ mQ~o o O . o o , . O D o~ _..O o .- ,,~: _ o Gt . ~ O O .. p: , O D O D' O N ('7 t:1~ ': O ~ ~'• rn 1~ - i O r O , : O ~ (O ~ a ,r~ ~ O ~ p_ , pp ch e-~ M fir', . ~` ~ . (fl N e l ` E. 3 ~ M ,w • ~ ~ c> c~ M O d' =~ ~`""` ,`' _ m SCHEDULE E.6 ~O ~ .i ~ r ~ ~ ~ O m ' N c a R . ~ C V Ri Q 0 N ~ c m c °f a .~ ~ v~ ~ Q 0 m .a E .o 2 m 0 J Y Q r _Q C \^ O .~ .~ V ~ N D M ~ ~ L a t ~ N O c 0 v V Q Z Y Q a a a a 0 d' M O ~"~ N M N O ~ ~ N H OD H m N ~- ~- C ~ d ~ ~ e'~ M Q O D o N "-' N K > ~ p •~ j • U C E d c ~ N E .a Q C p 0 3 +. N ,.:. • ~ N .O ~ ~ .a ~ ~ °' .. o. U .` o ~ ~ ~ E u~i ~ F- ~ t ,.. L 3 ~ '~ ~ n ® a C U • N ° z o ~ ~ N Q U j O ~ ~ •N m w wcw,, W wNw`` ` _co L ~ 00 0 ~ /~ ~ L ~ a' C O o- O ~ ~ c ~ ~ ~ ~ c a , ~ > C U ~ U ~ ~ V ~,, ~ I a t .-: ® ~ o C ~ ~ ~ o ~ E ' I U O c c U ~ ~ ~ o ~ ~ ~ ~' ' ~_ w ~ Q c ~ c ~ •V O r E ~ m c i ~ E `~ ~ •~ a~ E ~ E c o x ~ ~ Q ~ • r g ~' ~ o ~ ~ ~ o ~ ~ ~ E ~ ~ i o j y~ o ~ ~ c~ E c ~ ~N Q p ~ •= v U C r _ •~ c ~ O V ~ ~~ ~ O ~ M ~ Ev ~ , J v ~ "o ` V I _ ` W M MI V /R ~ •V E W ~ ` N ,n O ~ C O ~ N O .' ¢ .. • • c ~ ~ o E 'v cn m a ~ m 3 ~ ~ ;~ 'D '~ N'~ C ~ c .... a b L ` ~ ~ N ~ y o ~ ~ l0 •~ W d ~ c ~ _ N O ~ N ~ C O yN' ~ C ~ Q W Q V ~ O ~ -a O ~' V C 1 O O O V ~ +-~ Z (] ( j ~ Q m Q ~ ~ u i ~ H~ H F- i- F- O / ^ ^ ^ ^ l (: ^ ^ SCHEDULE E.6 .a 'a d .~ ~ ~ •~ ~ O ~ ~ c ~ C L Z C .3 c ` C J ~ O ~ d O ,d ~ a ~ ~ o w E E .3 v ~ ~ a ~ ~ ~ .U W O R ~ 0 3 o c ~ ~ ~ ~ ~ ~ a ~ E ~ u ~ ~ ~ ~ ' Y ~+ ~ W a E > ~ ~ ~ 11J ~ ~ ~ w a s ~ c ~, o u m ~ o ~ U .` ~. ~ ~ ~ C 3 .~ U~ ~ N a ~ n ~ w w O s ~ ~ o > m m m c ~ m o ~ 'Z .a : ~ ~ ~ ' ~ ~ w ~ ~ c _. 'a ~ ~ ~ ~ O U d d L >'` f0 ~ m ,= W a ' co o ~. ~ E ~ ~ o ~ .. o 'a o o ~ m ~ c •a E i ~ o a ~° .D U ~ c A `~ U ~ L ~ C Q 't: ~ ~ a w ~ t ~ d d ~ rn ° ~ a ~ ~ = fA ~ L V C d U ~ fA ~ ~ f6 d ~ m c ... i '~ '~ ~ °c ~ rn ~ ~ ~ ~ C c V i ¢ o c E ~ ~ ~ °' ~ '~ s - p `~ y ~ Q 0 ~ ~ --~ o ~~~ ~,~o