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HomeMy WebLinkAbout04-0548PETITION FOR PROBATE and GRANT OF LETTERS Estate of DOROTHY L. BAISH also known as N/A, Deceased. Social Security No.: 202-20-2570 No. 21- 04 -,~14~ To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner who is 18 years of age or older and the Executor named in the last will of the above decedent, dated August 29, 2000, and codicil(s) dated (NONE). Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 11 Eastwick Lane, Carlisle, South Middleton Township, Pennsylvania. Decedent, then 74 years or,age, died May 20, 2004, at Carlisle Regional Medical Center, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: no exceptions. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania situated as follows: 75,000.00 WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herawith and the grant of letters Testamentary thereon. ~ .... hTE ' _~ '-~ Dennis R. Bais xeeutor -'> , Ten "G" Street -~- . Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA · ) ) SS COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative(s) of the above decedent petitioner will well and truly administer the estate according to law. Sworn to or affilmed and subscribed before me this I{~rck' day ef_~ Dennis R. Baish Signature(s) No. Estate of DOROTHY L. BAISH, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~ [~) ,2004, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated August 29, 2000, described therein be admitted to probate and filed of record as the last will of Dorothy L. Baish and Letters Testamentary are hereby granted to Dennis R. Baish. FEES Probate, Letters, Etc ......... $ Short Certificates ( ) ......... TOTAL __ Filed...(0.-. j.O.. ?..O..q. ................... William A. Duncan, Esquire One Irvine Row Carlisle, PA 17013 (717) 249-7780 (22080) his, is to certify that the information here given is correctly copied l¥om an original certificate of death duly filed with me as Loc:~l Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10327405 No. Local Registrar "AY 2 1 2004. Date ,,. Joseph - Hribal Dennis R. Baish a..,~ E]o.., ~,~ O 5/24/2004 """'-'--'"" I- ~%~t p. I- ~Y 20, 2004' ' COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~,~. ~&,~h I" ~ [~. ~o~ - ~o - ~57o I'. ~/~o/~0o~ , ~rl~dI I" ~rZisle ~m. ~rlisle ~io~l ~1 ~nter =[.~m"~*~"' ,,, C~s~l F~isher ~,~ie~ C~s~l Pl~t[,, ~ '~ [~.-'1-~~%A .... [ ,,r;~, [ w~L~ ..... 11 ~1~ T .... I~- ,7..~ ~ ~ ,..~ ~.~ b~tn Ml~leton ,~ ~rl[sle, PA 17013 ~' ,~_ ~rl~d ~* Iai. 10 "G" Strut; ~rlisle, PA 17013 ],,~st ~rrisburg ~Cr~. ~,~. ~is~rg, PA ~,~. FD 012633 L ]~in9 B~ers Funeral H~; ~rlisle, PA 17013 LAST WILL & TESTAMENT OF · ~ DOROT~-4~Y L. B~ISH, of 130 E. Louther Street, Carlisle, Cumberland County, Pennsylvania, being of Sbund and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and ail other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and my ashes interred at Westminister Cemetery, side by side my beloved husband, Richard E. Baish, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and ail tangible personai property owned by me at the time of my death unto my son, Dennis R. Baish, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto Dennis R. Baish, Jr., Ryan S. Baish and Darin M. Baish, in equai shares, per stirpes. FIFTH. I give, devise and bequeath any and ail real estate owned by me at the time of my death, unto my son, Dennis R. Baish, provided he survives me by thirty days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath ail said real estate unto Dennis R. Baish, Jr., Ryan S. Baish and Darin M. Baish, in equal shares, per stirpes. SIXTH. I give, devise and bequeath ail the rest, residue and remainder of my estate unto my son, Dennis R. Baish, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath ail the rest, residue and remainder of my estate unto Dennis R. Baish, Jr., Ryan S. Baish and Darin M. Baish, in equal shares, per stirpes. SEVENTH. I direct that any and ail Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my son, Dennis R. Baish as Executor of this my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this ~ ~ day of August, 2000. Signed, sealed, published and declared by the above named Testatrix Dorothy L. Baish as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEAL TH OF PENNSYLVANIA : :SS. COUNTY OF CUMBERLAND : I, Dorothy L. Baish, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before Dorothy L. Baish thiso~d~y of August, 2000. J~ary Public - COMMONWEAL TH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, ¢O, ~1 t c,-~ ~4 ~_) Ct r~ c,~ ~ and the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Dorothy L. Baish sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the heating and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. . ^ I ~ Sworn or affirmed to and subscribed before me by LO, lt~W~_ ~'~.~rt¢&t", and )gcc4~ct [VIt4~}q~/v~z~- , witnesses, this~ [~y~/~, 2000. ;~tary Public NOTARIAL SEAL Cynthia L. Darr, Notary Public Snuth Middleton Twp., County of Cumberland Commission Expires Aug. 14, 2004 CERTIFICATION OF NOTICE UND~RUI,E 5.6 (c) Name of Decedent: Date of Death: Will No.: To the Register: DOROTHY L. BAISH May 20, 2004 21-04-0548 I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on · June 11, 2004 Nallle Dennis R. Baish, Address Ten "G" Street, Carlisle, PA 17013 Notice has now been given to ail persons entitled thereto under Rule 5.6(a) except: None. William A. Duncan, Esquire One Irvine Row Carlisle, Pennsylvania 17013 Telephone (717) 249-7780 Capacity:~ Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF [NDIWDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004214 BAISH DENNIS R TEN "G" STREET CARLISLE, PA 17013 fold ESTATE INFORMATION: SSN: 202-20-2570 FILE NUMBER: 2104-0548 DECEDENT NAME: BAISH DOROTHY L DATE OF PAYMENT: 07/30/2004 POSTMARK DATE: 07/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 05/20/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 86,311.67 REMARKS: D LBAISH TOTAL AMOUNT PAID: 86,311.67 SEAL CHECK# 0094 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128~)601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICrAL USE ONLY FiI_E NUMBER 2 1 -0 4 0 5 4 8 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE [NITIA[ SOCIAL SECURITY NUMBER I'- Z Baish, DorothyL 2 0 2 - 2 0 - 2 5 7 0 I,LI t'~ DATE OF DEATH (MKCDD-Year) DATE OF BIRTH (MM~DD Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I.M REGISTER OF WILLS ~ 05/20/2004 07/10/1929 III (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER [] 2 SupplementalRetum [] 3, RemainderRetum (dateofdeathpnorto1213-82) E]4a. Future interest Compromise (date of ~ath alter 121282) [] 5 Federal Estate Tax Retum Required Bi7. Decedent Maintained a Living Trdst (^~aci~ cc~y of Tr.~) 1.~ 8 Total Number of Safe Bepesit Boxes [] 10. SpousalPovertyCredit(dateofdea~be~ee. 12 31§l a~1.195) [] 11. ElectiontotaxunderSec. g113(A)(Att~hsc~ol THIS SECTION MUST BE COMPLE¥c;b. ALL COK~PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: COMPLETE MAILING ADDRESS Duncan, Hartman & Douglas, P.C. J)(.J 1. Original Retum [] 4. Limited Estate ~ e:O' [] 6. DecedestDiedTestata (At[achcoeyofWill) [] 9 Litiga'bon Proceeds Received z z o o Z O fl- UJ Z NAME William A. Duncan, Esquire FIRM NAME (If Applicable) Duncan, Hartman & Dou§las, P.C. TELEPHONE NUMBER 717 -249-7780 One Irvine Row Carlisle PA 17013 1, Real Estate (Schedule A) (1) 2 Stocks and Bonds (Schedule B) (2) 3 Closely Held Corporation, Partsership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5 Cash, Bank DeposiIS & Miscellaneous Personal Property (5) (Schedule E) 6. Joinl~y Owned Property (Schedule F) (6) ] Separate Billing Requested 7 inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9~ Funeral Expenses & Administrative Costs (Schedule H) (9) 10 Debts of Decedent, Modgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12 Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 51~203.901 OFFICIAL USE ONLY 22~430.55 77,09~.33 .~ =:; 7,373.19 J ~ _ (6) 158~702.97 111061.60 ? 0.00 :;-'-~ (11) 11,061.60 (12) 147,641.37 (13) 14 Net Value Subject to Tax (Line 12 minus Line 13) (14) 147~641.37 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1 2) 16. Amount of Line 14 taxable at lineal rote 17. Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19 Tax Due x 0.00 (15) 147~641.37 x .045 (18) x .12 (17) X .15 (18) 6~643.86 6,643.86 Decedent's Complete Address: STREET ADDRESS 11 Eastwick Lane OT¥ Carlisle I STATE PA I ZIP 17013 Tax Payments and Credits: 1 Tax Due (Page 1 Line lg) 2. Credits/Payments A. Spousal Poverty Credit B. Pdor Payments C. Discount 332.19 3. Interest/Penalty if applicable D Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total InterestJPenalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) rf Line 1 + Line 3 is greater than Line 2~ enter the differeRce. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check Payab/e to: EEGISTE/~ OF WILLB, AGENT 6~643.86 332.19 6~311.67 6,311.67 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 propedy 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, penefitsorcare? ............................................................. [] [] 2 If death occurred after Decemper 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 secudty at his or her death? ................. [] [] 4 Did decedent own an Individual Retirement Account, annuity, or other non-probate properly 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. Under penalties of pedury, I declare that I have examined this returnr including accompanying schedules and statements, and to the pest of my knowledge and belief, it is true, correct and cOmplete DecLaration of ~reparer other than the persona~ representative is bssed on all infgrmation of which preparer has any knowledge. SIGNATU~,,P~E ~:: PERSON RES~ONSI~¢c~ FOR FILING RETURN DATE ADDF~,CS~ Dennis R. Baish, Executor Ten "G" Street, Carlisle PA 17013 SIGNATURE OF P~REPAREr,'~O,THI~R THA~ REPRESENTATIVE ADB S~',~CViI',~. ~u~n, E~'~ire -- "-/~'' "~ One Irvine Row, Carlisle PA 17103 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 3% [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 traRsfere to or for the use of the surviving spouse is 0% [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 ~er July 1, 2000: The tax rate imposed OR 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 0% [72 P.S. §9116(a)(1 2)]. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ITEM NUMBER ESTATE OF FILE NUMBER Baish. Dorothv L. 21 04 0548 All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE OF DEATH $25 U.8. Savings Bond, Series E~ Q6132§14386E. POD Mrs. Dorothy L Baish or Mr. Richard E. Baish. $25 U.S. Savings Bond. Series E, Q6173755083E. POD Mrs. Dorothy L. Baish or Mr. Richard E. Baish. $25 U.S. Savings Bond, Series E, Q5235730881E. POD Mr. Richard E. Baish. $25 U.S. Savings Bond, Series E, Q6028881800E POD Mr. Richard E. Baish. ;25 U.S. Savings Bond, Series E, Q6066711661E. POD Mr. Richard E. Baish. ~25 U.S. Savings Bond, Series E, Q6110961229E. POD Mr. Richard E Baish. ;25 U.S. Savings Bond, Series E, Q6141900449E. POD Mr. Richard E. Baish. ,25 U.S. Savings Bond, Series E, Q6166334157E, POD Mr. Richard E Baish. $25 U.S. Savings Bond, Series E. Q6207372503E. POD Mr. Richard E. Baish. $25 U.S. Savings Bond, Series E, Q6235825297E. POD Mr. Richard E. Baish. ;25 U.S. Savings Bond, Series E, Q6250132121E. POD Mr. Richard E. Baish. ;25 U.S. Savings Bond, Series E, Q6299227003E. POD Mr. Richard E. Baish. ;25 U.S. Savings Bond, Series E, Q6324451227E. POD Mr. Richard E. Baish. ;25 U.S. Savings Bond, Series E, Q6324451430E. POD Mr. Richard E. Baish. 25 U.S. Savings Bond, Series E, Q6385006112E. POD Mr. Richard E. Baish. $50 U.S. Savings Bond, Series E, L2080935342E. POD Mr Richard E. Baish TOTAL (Also enter on line 2, Recapitulation) $ 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 122.57 121.59 126.46 125.47 123.47 123.47 122.57 121.59 109,63 89.51 89.51 88.83 88.83 88.14 87.22 243,18 51,203.90 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 1 Schedule B - Stocks & Bonds 0548 ITEM NUMBER 17. 18. 19 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. VALUE AT DATE DESCRIPTION OF DEATH ;50 U.S. Savings Bond, Series E, L2161786901E POD Mr. Richard E. Baish. 1100 U.S. Savings Bond, Series E, C2027889340E. POD Mr. Richard E. Baish. 1100 U.S. Savings Bond, Series E, C2031565687E. POD Mr. Richard E. Baish. H00 U.S. Savings Bond, Series E, C2035219052E. POD Mr. Richard E. Baish. H00 U.S. Savings Bond, Series E, C2035332608E. POD Mr. Richard E. Baish. H00 U.S. Savings Bond, Series E, C2035332629E. POD Mr. Richard E. Baish. H00 U.S. Savings Bond, Series E, C2038899551E POD Mr. Richard E. Baish. H00 U.S. Savings Bond, Series E, C2049105263E. POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E C2049105264E. POD Mr. Richard E Baish C2045686427E. POD Mr. Richard E Baish. C2046795858E. POD Mr. Richard E. Baish. C2046795888E. POD Mr. Richard E. Baish. C2048349408E POD Mr. Richard E. Baish. C2050005192E POD Mr. Richard E. Baish. C2050005225E. POD Mr. Richard E. Baish. SUBTOTAL SCHEDULE B 176.28 49O.28 490.28 490.28 490.28 490.28 490.28 486.44 486.44 486.36 486.36 486.36 486.36 44604 438.52 6,920.84 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 2 Schedule B - Stocks & Bonds 0548 ITEM VALUEAT DATE NUMBER DESCRIPTION OF DEATH 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. ;100 U.S. Savings Bond, Series E, C2052186157E. POD Mr. Richard E. Baish. 1100 U.S. Savings Bond, Series E, C2052186179E POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E, C2054437211E. POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E, C2054673940E. POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E, C2057044913E. POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E, C2060798734E. POD Mr. Richard E Baish. ,100 U.S. Savings Bond, Series E, C2060798763E. POD Mr. Richard E. Baish. ,100 U.S. Savings Bond, Series E, C2060823794E. POD Mr. Richard E. Baish. ,100 U.S. Savings Bond, Series E, C2063994937E POD Mr. Richard E Baish. 100 U.S. Savings Bond, Series E, C2063994954E. POD Mr. Richard E. Baish. 100 U.S. Savings Bond, Series E, C2064034332E. POD Mr. Richard E. Baish. 100 U.S. Savings Bond, Series E, C2064175941E POD Mr. Richard E. Baish. 100 U.S. Savings Bond, Series E, C2064175959E. POD Mr. Richard E. Baish. 100 U.S. Savings Bond, Series E, C2064175984E. POD Mr. Richard E. Baish. 100 U.S. Savings Bond, Series E, C2064175994E. POD Mr. Richard E. Baish. SUBTOTALSCHEDULEB 43852 438.52 37976 379.76 364.20 364.20 357.92 358.04 358.04 358.04 358.O4 361.40 355.28 355.32 355.32 5,582.36 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 3 Schedule B - Stocks & Bonds O548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E 100 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E H00 U.S. Savings Bond, Series E ;100 U.S. Savings Bond, Series E C2064176016E. POD Mr. Richard E Baish. C2077206626E. POD Mr. Richard E. Baish. C2077206655E. POD Mr. Richard E Baish. C2077206663E POD Mr, Richard E. Baish. C2077206691E. POD Mr. Richard E. Baish. C2087143122E. POD Mr. Richard E. Baish. C2087143140E. POD Mr. Richard E. Baish C2087143144E. POD Mr. Richard E, Baish. ;100 U.S. Savings Bond, Series E, C2084918408E. POD Mr. Richard E Baish. ;100 U.S. Savings Bond, Series E, C2084918424E. POD Mr. Richard E. Baish. ;100 U.S. Savings Bond, Series E, C2086947302E. POD Mr. Richard E. Baish. ;50 U.S. Savings Bond, Series EE, L13998863EE. POD Mr. Richard E. Baish. ;50 U.S. Savings Bond, Series EE, L34143446EE. POD Mr. Richard E. Baish. 150 U.S. Savings Bond, Series EE, L60512928EE POD Mr. Richard E. Baish. ~50 U.S. Savings Bond, Series EE, L68714509EE. POD Mr. Richard E. Baish. SUBTOTALSCHEDULEB 355.32 355.32 358.76 358.76 352.56 352.56 352,56 352.56 352.56 355.88 348.88 132.00 129.40 109.14 107.00 4,373.26 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa§e 4 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH $50 U.S. Savings Bond, Series EE, L89057218EE POD Mr. Richard E Baish 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74. 75. 76. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE C668916EE. POD Mr. Richard E. Baish. C668917EE. POD Mr. Richard E Baish C668950EE. POD Mr. Richard E. Baish. C668962EE POD Mr. Richard E. Baish. C668975EE. POD Mr. Richard E Baish. C668980EE. POD Mr. Richard E. Baish. C668994EE. POD Mr. Richard E. Baish. C12522796EE. POD Mr. Richard E. Baish. C12522798EE. POD Mr. Richard E. Baish C12522808EE. POD Mr. Richard E. Baish. C12522823EE. POD Mr. Richard E. Baish. C12522824EE. POD Mr. Richard E. Baish. C12522830EE POD Mr. Richard E. Baish. C12721940EE. POD Mr. Richard E Baish. SUBTOTAL SCHEDULE B 107.00 261.36 261.36 261.36 261.36 261.36 261.36 261.36 264.O0 264.00 258.80 258.8O 258.80 258.80 258.80 3,758.52 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Page 5 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 77. 78. 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. ;100 U.S. Savings Bond, Series EE, C12721941EE. POD Mr. Richard E. Baish. ,100 U.S. Savings Bond, Series EE, C12721952EE. POD Mr. Richard E. Baish. .100 U.S. Savings Bond, Series EE, C55770248EE. POD Dennis R Baish. .100 U.S. Savings Bond, Series EE, C61341935EE POD Dennis R. Baish. 100 U.S. Savings Bond, Series EE, C61341966EE. POD Dennis R. Baish. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE C61341991EE. POD Dennis R. Baish. C65108953EE POD Dennis R. Baish. C65191559EE. POD Dennis R Baish. C65276575EE. POD Dennis R. Baish. C72510519EE. POD Dennis R. Baish. C74494674EE. POD Mr. Dennis R. Baish. C75434854EE. POi) Mr. Dennis R. Baish. C79764934EE. POD Dennis R. Baish. C84133616EE. POD Dennis R. Baish. C89681151EE. POD Dennis R. Baish. SUBTOTAL SCHEDULE B 258.80 25880 162.48 162.48 162.48 157.20 155.40 155.40 152.16 149.20 149.20 149.20 146.28 146.28 146.28 2,511.64 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L 21 04 Pa,qe 6 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 92. 93. 94. 95. 96. 97. 98. 99. 100. 101. 102. 103. 104. 105. 106. ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE C95001340EE. POD Dennis R. Baish. C106474399EE POD Dennis R. Baish. Cl12683493EE. POD Dennis R. Baish. Cl12683528EE. POD Dennis R. Baish. Cl12683592EE. POD Dennis R. Baish. Cl12683637EE. POD Dennis R. Baish. C122178805EE. POD Dennis R. Baish. C122178851EE. POD Dennis R Baish. C131991428EE. POD Dennis R. Baish. C131991482EE. POD Dennis R. Baish. C136280248EE. POD Dennis R. Baish. H00 U.S. Savings Bond, Series EE, C142288214EE. POD Dennis R. Baish. ~100 U.S. Savings Bond, Series EE, C142288262EE POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C149811554EE. POD Dennis R Baish. H00 U.S. Savings Bond, Series EE, C149811679EE. POD Dennis R. Baish. SUBTOTAL SCHEDULE B 146.28 143.40 143.40 143.40 140.60 140.60 126.40 124.12 124.12 124.12 121.48 121.48 121.48 119.12 119.12 1,95912 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 7 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 107 108. 109. 110. 111. 112. 113. 114. 115. 116. 117. 118. 119. 120. 121. ;100 U.S. Savings Bond, Series EE, C155855845EE. POD Dennis R. Baish ;100 U.S. Savings Bond, Series EE, C155855923EE. POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C174767196EE. POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C178010236EE. POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C186965914EE POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C191014071EE. POD Dennis R. Baish ;100 U.S. Savings Bond, Series EE, C186882404EE. POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C201291083EE. POD Dennis R. Baish. ;100 U.S. Savings Bond, Series EE, C201291141EE. POD Dennis R. Baish. ,100 U.S. Savings Bond, Series EE, C201291172EE POD Dennis R. Baish. ,100 U.S. Savings Bond, Series EE, C219256090EE. POD Dennis R. Baish. 100 U.S. Savings bond, Series EE, C12721965EE POD Mr. Dennis R. Baish, Jr. 100 U.S. Savings Bond, Series EE, C13329586EE. POD Mr. Dennis R. Baish, Jr. 100 U.S. Savings Bond, Series EE, C13329598EE POD Mr. Dennis R. Baish, Jr. 100 U.S. Savings Bond, Series EE, C13329611EE POD Mr. Dennis R. Baish, Jr. SUBTOTALSCHEDULEB 119.12 119.12 116.76 11676 116.76 114.48 114.48 114.48 112.24 112.24 112.24 237.24 232.56 232.56 232.56 2,203.60 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 8 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 122. 123. 124. 125. 126. 127. 128. 129. 130 131. 132. 133. 134. 135. 136. ;100 U,S. Savings Bond, Series EE, C13329628EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S. Savings Bond, Series EE, C13329639EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S Savings Bond, Series EE, C13329648EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S. Savings Bond, Series EE, C23088580EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S. Savings Bond, Series EE, C23088587EE. POD Mr. Dennis R. Baish, Jr. H00 U.S. Savings Bond, Series EE, C28102730EE. POD Mr. Dennis R. Baish, Jr. 1100 U.S. Savings Bond, Series EE, C28102731EE. POD Mr. Dennis R. Baish, Jr. ~100 U.S. Savings Bond, Series EE, C26397338EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S. Savings Bond, Series EE, C26397345EE. POD Mr. Dennis R. Baish, Jr. ;100 U.S. Savings Bond, Series EE, C29835911EE. POD Dennis R. Baish Jr. ;100 U.S. Savings Bond, Series EE, C29835917EE. POD Dennis R. Baish Jr. ;100 U.S. Savings Bond, Series EE, C35175472EE. POD Dennis R. Baish Jr. ,100 U.S. Savings Bond, Series EE, C35175486EE. POD Dennis R Baish, Jr. ,100 U.S. Savings Bond, Series EE, C38018794EE. POD Dennis R. Baish, Jr. 100 U.S. Savings Bond, Series EE, C38018806EE POD Dennis R. Baish, Jr. SUBTOTAL SCHEDULE B 232.56 222,64 218.28 21828 218.28 218.28 218.28 214.00 214.00 214.00 214.00 214.00 209.80 209.80 209.80 3,246.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 9 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 137. 138. 139. 140. 141. 142, 143, 144. 145. 146. 147. 148. 149. 150. 151. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE ~ennis R. Baish, Jr. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE C39037365EE. POD Dennis R. Baish, Jr. C39037375EE. POD Dennis R. Baish, Jr. C26397350EE. POD Ryan S. Baish and C12721961EE. POD Ryan S. Baish. C12721975EE. POD Ryan S. Baish. C13329589EE. POD Ryan S. Baish. C13329607EE. POD Ryan S. Baish. C13329619EE POD Ryan S. Baish. C13329638EE. POD Ryan S. Baish. C13329642EE. POD Ryan S. Baish. C13329652EE. POD Ryan S. Baish. C23088581EE. POD Ryan S. Baish. C28102727EE. POD Ryan S. Baish. C26397330EE. POD Ryan S. Baish. C26397331EE. POD Ryan S. Baish. SUBTOTAL SCHEDULE B 209.80 200.20 214.00 237.24 232.56 232.56 232.56 232.56 222.64 218.28 218.28 218.28 218.28 214.00 214.00 3,315.24 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy b 21 04 Page 10 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 152. 153. 154. 155. 156. 157. 158. 159. 160. 161. 162. 163. 164. 165. 166. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE 5100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE ;100 U.S Savings Bond, Series EE C26397342EE. POD Ryan S. Baish. C29835908EE POD Ryan S. Baish. C29835927EE. POD Ryan S. Baish. C35175482EE POD Ryan S. Baish. C35175489EE. POD Ryan S. Baish. C38018797EE. POD Ryan S. Baish. C39037353EE. POD Ryan S. Baish. C39037371EE PQD Ryan S. Baish. H00 U.S. Savings Bond, Series EE, C55770237EE POD Ryan S. Baish. ~100 U.S. Savings Bond, Series EE, C61341933EE. POD Ryan S. Baish. d00 U.S. Savings Bond, Series EE, C61341960EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C61341988EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C61342021EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C65282904EE. POD Ryan S. Baish. ,100 U.S. Savings Bond, Series EE, C65276567EE POD Ryan S. Baish. SUBTOTALSCHEDULEB 214.00 214.00 214.00 209.80 209.80 209.80 209.80 200.20 164.72 162.48 162.48 157.20 155.40 155.40 155.40 2,794.48 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Page 11 Schedule B - Stocks & Bonds O548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 167. 168. 169. 170. 171. 172. 173. 174. 175. 176. 177. 178. 179. 180. 181. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE 1100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S Savings Bond, Series EE C72510509EE. POD Ryan S. Baish. C74494668EE. POD Ryan S. Baish. C75434851EE. POD Ryan S. Baish. C79764928EE. POD Ryan S. Baish. C84133611EE. POD Ryan S. Baish. C89681142EE POD Ryan S. Baish. C95001315EE. POD Ryan S. Baish. C106474381EE. POD Ryan S. Baish. C112683470EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, Cl12683514EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C112683580EE. POD Ryan S. Baish. ~100 U.S. Savings Bond, Series EE, Cl 12683617EE. POD Ryan S. Baish. ~100 U.S. Savings Bond, Series EE, C112683686EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C122178832EE POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C122178890EE. POD Ryan S. Baish. SUBTOTALSCHEDULE8 149.20 149.20 149,20 146.28 146.28 146.28 146.28 143.40 143.40 143.40 140.60 140.60 140.60 124.12 124 12 2,132.96 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa§e 12 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 182. 183. 184. 185. 186. 187. 188. 189. 190. 191. 192. 193. 194, 195. 196. ;100 U.S. Savings Bond, Series EE, C131991470EE. POD Ryan S Baish. ;100 U.S. Savings Bond, Series EE, C136280237EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C142288187EE. POD Ryan S. Baish ;100 U.S. Savings Bond, Series EE, C142288249EE. POD Ryan S. Baish. ,100 U.S. Savings Bond, Series EE, C142288302EE POD Ryan S. Baish. 100 U.S. Savings Bond, Series EE, C149811664EE. POD Ryan S. Baish. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE H00 U.S. Savings Bond, Series EE 1100 U.S. Savings Bond, Series EE C155855833EE. POD Ryan S Baish. C155855908EE. POD Ryan S. Baish. C174767184EE. POD Ryan S Baish. C178010224EE. POD Ryan S. Baish. C186965906EE POD Ryan S. Baish. C191014072EE POD Ryan S. Baish. C191014109EE POD Ryan S. Baish. C200441251EE. POD Ryan S. Baish. C201291120EE POD Ryan S. Baish. SUBTOTAL SCHEDULE B 124.12 121.48 121.48 121.48 121.48 119.12 119.12 119,12 116.76 116.76 116.76 114.48 114.48 114.48 114.48 1,775.60 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 13 Schedule B - Stocks & Bonds 0548 ITEM NUMBER DESCRIPTION 197. 198. 199. 200. 201. 202. 203. 204. 205. 206. 207. 208. 209. 210. 211. ;100 U.S. Savings Bond, Series EE, C201291166EE. POD Ryan S. Baish. ;100 U.S. Savings Bond, Series EE, C219256077EE POD Ryan S. Baish. H00 U.S. Savings Bond, Series EE, C219256132EE. POD Ryan S Baish. ;100 U.S. Savings Bond, Series EE, C42063937EE. POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, C47923261EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C47923268EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C47923273EE. POD Darin M. Baish. .100 U.S. Savings Bond, Series EE, C48843046EE. POD Darin M Baish. 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE ;100 U.S. Savings Bond, Series EE C48900017EE. POD Darin M. Baish. C48843072EE POD Darin M Baish. C48843076EE. POD Darin M. Baish. C48843059EE. POD Darin M. Baish. C48843088EE. POD Darin M. Baish. C48900023EE. POD Darin M. Baish. C48900037EE POD Darin M. Baish. SUBTOTAL SCHEDULE B VALUE AT DATE OF DEATH 112.24 112.24 112.24 196.28 196.28 196.28 196.28 196.28 169.68 179.16 179.16 179.16 171.64 169.68 169.68 2,536.28 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L, 21 04 Pa,qe 14 Schedule B - Stocks & Bonds O548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 212. 213. 214. 215. 216. 217. 218. 219. 220. 221. 222. 223. 224. 225. 226. 100 U.S. Savings Bond, Series EE, C48900054EE POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C48938394EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C48938404EE. POD Darin M. Baish. H00 U.S. Savings Bond, Series EE, C50233340EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C50233345EE POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C50233360EE. POD Darin M. Baish. ~100 U.S. Savings Bond, Series EE, C56018167EE. POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, C61341949EE POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C61341977EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C61342012EE. POD Oarin M. Baish. ,100 U.S. Savings Bond, Series EE, C65108969EE. POD Darin M. Baish. 100 U.S Savings Bond, Series EE, C65191572EE POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C72510498EE. POD Darin M Baish. 100 U.S. Savings Bond, Series EE, C72510527EE. POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C75434838EE. POD Darin M. Baish. SUBTOTAL SCHEDULE B 169.68 169.68 16968 169.68 169.68 164.72 162.48 162.48 162.48 155.40 155.40 155.40 149.20 149.20 149.20 2,414.36 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 15 Schedule B - Stocks & Bonds 0548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 227. 228. 229. 230. 231. 232. 233. 234. 235. 236. 237. 238. 239. 240. 241. ;100 U.S. Savings Bond, Series EE, C79764920EE. POD Darin M. Baish. 1100 U.S. Savings Bond, Series EE, C84133602EE. POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, C89681133EE POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C95001309EE. POD Darin M. Baish. ~100 U.S. Savings Bond, Series EE, C95001366EE. POD Darin M. Baish. 1100 U.S. Savings Bond, Series EE, C106474404EE POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, Cl 12683501EE. POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, C112683558EE. POD Darin M. Baish. ,100 U.S. Savings Bond, Series EE, Cl 12683610EE. POD Darin M. Baish. 100 U. S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE 100 U.S. Savings Bond, Series EE Cl12683672EE. POD Darin M. Baish. C122178781EE. POD Darin M. Baish. C122178870EE. POD Darin M. Baish. C131991454EE. POD Darin M Baish. C131991509EE POD Darin M. Baish. C142288173EE. POD Darin M. Baish. SUBTOTAL SCHEDULE B 149.20 146.28 146.28 14628 143.40 143.40 143.40 140.60 140.60 140.60 126.40 124.12 124.12 123.92 121.48 2,060.08 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Baish, Dorothy L. 21 04 Pa,qe 16 Schedule B - Stocks & Bonds O548 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 242. 100 U.S. Savings Bond, Series EE, C142288236EE. POD Darin M. Baish. 243. 244. 245. 246. 247. 248. 249. 250. 251. 252. 253. 254. 255. 256. 100 U.S. Savings Bond, Series EE, C142288279EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C149811644EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series ER, C155855812EE. POD Darin M Baish. ;100 U.S. Savings Bond, Series EE, C155855880EE. POD Darin M. Baish. 100 U.S. Savings Bond, Series RE, C155855946EE. POD Darin M. Baish. 100 U.S. Savings Bond, Series RE, C178010216EE POD Darin M. Baish. 100 U.S. Savings Bond, Series ER, C178010244EE. POD Darin M. Baish. 1100 U.S. Savings Bond, Series EE, C186965928EE. POD Darin M Baish. 1100 U.S. Savings Bond, Series EE, C191014095EE. POD Darin M. Baish. ;100 U.S. Savings Bond, Series EE, C200145968EE. POD Darin M Baish. ,100 U.S. Savings Bond, Series EE, C201291114EE. POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C201291152EE. POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C219256069EE POD Darin M. Baish. 100 U.S. Savings Bond, Series EE, C219256118EE POD Darin M. Baish. SUBTOTALSCHEDULEB GRANDTOTAL SCHEDULE B 121.48 121.48 119.12 119.12 119.12 116.76 116.76 116.76 116.76 11448 114.48 114.48 112.24 112.24 112.24 1,747.52 $ 51,203.90 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY FILE NUMBER Baish. Dorothy L. Include th, ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 21 04 proceeds of litJgalJon and the date the proceeds were received by the estate. All properly joinUy-owned with the right of aurvivorsh DESCRIPTION 1993 Toyota Corolla Sedan, VIN 2T1AEO4E2PCO09990. See attached quote. M&T Bank, close checking account #472824. See attached letter. M&T Bank,close savings account #15004200939378. See attached letter. Verizon Wireless, refund. Members 1st, 4/30/04 dividend for CD #133225-00. Members 1st, 5/31/04 dividend for CD #133225-00. Penn National Insurance, auto insurance refund. Max Marbain, return of security deposit. Members 1st, close savings account #133225. Comcast, refund. Penn National Insurance, renters insurance refund. Commonwealth of Pennsylvania, Department of Revenue, rent rebate. TOTAL (Also enter on tine 5~ Recapitulation) 0548 VALUE AT DATE OF DEATH 2,880.00 5,483.23 11,215,62 3.35 383.46 396.25 161.00 1,301.00 174.51 21.13 66.00 345.00 $ 22,430 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER Baish. Dorothv L. 04 0548 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 ^. Dennis R. Baish Ten "G" Street Son Carlisle, PA 17013 C JOiNTLY-OWNED PROPERTY: LETTEF DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH iTEM FOR JOINT MADE Include name of financial instituDon and bank accouflt number or similar ide~tr'ying number. A~l~ch DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT dead for jointly-held real estate VALUE OF ASSET INTEREST DECEDENT'S INTERE! 1. ~,. 6/11/03 Members 1st savings account #133225-00 147.27 50. 73.6, See attached letter. A. 5/14/02 Members 1st CD #133225.45, established by rollover of 45,094.90 50. 22,547.4,~ funds from certificate #133225-44 purchased 11/13/01. See attached letter. A. 1/28/03 Members 1st CD #133225-46. 70,109.32 50. 35,054.6( See attached letter. A. ,5/16/03 Members 1st CD #133225.47, established by rollover of 40,039.15~ 50. 20,019.5~ funds from certificate #133225-43 purchased 6/12/98 See attached letter. TOTAL (Also enter on line 6, Recapitulation) $ 77 R~ ~;~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Baish. Dorothy L. 21 04 0548 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reveme side of the REVq 500 COVER SHEET is yes DESCRIPTION OF PROPERTY % OF ITEM INCLUD~ THE NAME OF [HE TRANSFEREE THEIR RELATIONSHtP TO DECEDENlr AND THE DATE OF TRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST cF Ap~L CARL6} 1. M&T Bank retirment account #35004109977180. 7,373.19 100. 7,373.1~. See attached letter. TOTAL IAlso enter on line 7. Recaoitulation~ $ .-.z c,~o ,~ n COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Baish. Dorothv L. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION FUNERAL EXPENSES: Ewing Brothers Funeral Home, Inc. Dennis Baish, reimburse for funeral honorium ($150) and meal ($150). 8. 9. ADMINISTRATIVE COSTS: Persona[ Representative's Commissions Name of Personal Representative (s) Social Secede, Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: A~omeyFees Duncan, Hartman & Douglas, P.C. Family Exemption: (If decedent's address is not the same as claimant's, a~tach explanation) Claimant Street Address C~ State Relationship of Claimant to Decedent Probate Fees open Estate ($242), In Reserve: ($200) Accountant's Fees Tax Retum Preparers Fees The Sentinel - Legal, advertise Letters Testamentary. Cumberland Law Journal, advertise Letters Testamentary. UGI, invoice. Met-Ed, invoice. Sprint, invoice. UGI, invoice. Met-Ed, invoice. Zip Zip TOTAL (Also enter on line 9, Recapitulatior $ AMOUNT 4,761.00 442.00 108.95 75.00 8.54 14.76 32.41 10.20 11.78 11 ~061.6U 21 04 0548 5,296.96 300.00 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Baish. D,!rothv L. NUMBER 11. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outdght spousal distdbu[~ons, and transfers under Dennis R. Baish Ten "G" Street Carlisle, PA 17013 Sec. 9116 (a) (1~2)] Son ;~ 1 04 0548 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATEr ON REV-1500 COVER SHEET NON-TAXABLE BISTRIBUTIONS: A. SPOUSAL DISTRiBUTiONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B, CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ LAST I4qLL TESTAMENT OF DOROT~ L. BAISH, of 130 E. Louther Street, Carlisle, Cumberland County, Pennsylvania, being of s0Und and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be cremated and my ashes interred at Westminister Cemetery, side by side my beloved husband, Richard E. Baish, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription ora suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my son, Dennis R. Baish, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all said tangible personal property unto Dennis R. Baish, Jr., Ryan S. Baish and Darin M. Baish, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my son, Dennis R. Baish, provided he survives me by thWty days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all said real estate unto Dennis R. Baish, Jr., Ryan S Baish and Darin M. Balsh, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my son, Dennis R. Baish, provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate unto Dennis R. Baish, Jr., Ryan S. Baish and Darin M. Baish, in equal shares, per stirpes. SEVENTH. I direct that any and all !inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my son, Dennis R. Baish as Executor of this my Last Will and Testament. ! hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of'my death. Ilg WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this ~£(day of August, 2000. DOROTHY L. BAISH Signed, sealed, published and declared by the above named Testatrix Dorothy L. Baish as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEAL TH OF PENNSYLVANIA : :SS. COUNTY OF CUMBERLAND : I, Dorothy L. Baish, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. DOROTHY L( BAISH Sworn or affirmed to and acknowledged before me, By Dorothy L. Baish thi,s~Z~/-~fiy of ~;ugust, 2000. 713F'/o~ary i~ublic ~- ~/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We,&;,tl~c~m .4~3f)b,.r}C6,,~J and [~ Dlc~.-v~w~, the Mtnesses whose names are signed to the attached or foregoing instrument, berg duly qualified according to law, do depose and say that we were presem ~d saw Dorothy L. B~sh sign ~d execute the instrument as her Last Will; that she signed willingly and that she executed as her ~ee ~d votunta~ act for the pu¢oses therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our ~owledge, the Testatrix was at that time eighteen (18) or more years of age, of sound ~nd and under no constraint or undue i~uence, Sworn or affirmed to and subscribed b~ore me by 1,','4~ r. '" .... day of;/j4i.7.L~9 ,2000 Nd{ary Public :: ~'~:: and , witnesses, Kelley Blue Book Used Car Values Page 1 of 2 Kelley Blue Book THE TRUSTED RESouRCE BLUE BOOK PRIVATE PARTY REPORT Pennsylvania · ,June 7, 2004 1993 Toyota Corolla Sedan 4D Engine: 4-Cyl. 1.6 Liter Trans: Automatic Drive: Front Wheel Drive Mileage: 38,000 Equipment Air Conditioning Power Steering Search Listings for This Car List Your Car For Sale Online Buy a New Car Free Lemon Check A~to LoaBs fEo~ ~.85% APR Insurance Quote Prin~ !'For Sale" Sign Pavement Calculator AM/FM Stereo Cassette Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left. A clean tit!e history is assumed. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category. Private Party Value Search Local Listings for This Car $2,880 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private pa rty. Get a Used Car Trade-In Value Get Invoice & MSRP on New Cars Get a Person to Person Auto Loan http://www.kbb.com/kb/ki.dll/kw.kc.ur?kbb. PA;548497;PA041& 17013;sed+p&722;Toyota; 1! 6/7/2004 ~994 32040051001169-001 211AEO~E2PC009990 DOROTHY L BAISH '130 E LOUTHER ST CARLISLE PA 17013 ;~:~ 'D A F C U MECHANICSBURG PA 17055 DEPARTMENT OF TRANSPORTATION CERTIFICATE OF TITLE FOR A VEHICLE I 93 I TOYOTA 46390281201 f OUl O~ COUNln¥ HOWARD yERUSALIM st MEMBERS 1't FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Accormt Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ovmership Established 133225-00 06/11/1993 $174.18 $.09 $147.27 Dennis R. Baish 06/11/1993 133225 -45 05/I4/2002' $45,000.00 $94.40 $45,094.90 Dermis R. Baish 05/14/2002 133225 -47 06/16/2003** $40,000.00 $39.15 $40,039.15 Dermis R. Baish 06/16/2003 133225-46 01/28/2003 $70,000.00 $109.32 $70,109.32 Dermis R. Baish 01/28/2003 *Certificate established by rollover of funds from certificate #133225-44 purchased 11/13,/01. **Certificate established by rollover of funds fi'om certificate #133225-43 purchased 6/12/98. ,~-~..~z..b .' FI~EILS. L CREDIT t~,~lONr ' Denise A. Wolt~ Insurance Supe~isor June 24, 2004 Estate of: DOROTHY L. BAISH Date of Death: May 20, 2004 Social Security Number: 202-20-2570 5000 Louise Drive · F:O. Box 40 · Mechanicsburg, Pennsylvania 17(135 · (717) 697 / 161 * w~'*¥.mcmberslst.org M&TBank June 24,2004 Duncan, Hartman& Dou~as, P.C. Attorneys atLaw Onelrvine Row Carhsle, PA17013 499 Mitchell Street, Mfllsboro, DE 19966 RE: E~tate of Dorothy L. Baish Date of Death: May 20, 2004 Social Security Number: 202-20-2570 Dear Mr. Duncan: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. Account Type ........................... Checking Account Account Number. ...................... 472824 Ownership (Names oJ) .............. Dorothy L. Baish Opening Date ........................... 06/01/70 Balance on Date of Death. ......... $5,483.23 Accrued Interest $ 0.00 Total ...................................... $5,483.23 Account Type ........................... Savings Account Account Numben ...................... 15004200939378 Ownership (Names oJ) .............. Dorothy L. Baish Opening Date ........................... 03/23/68 Balance on Date of Death. ......... $11,208.57 Accrued Interest $ 7.05 Total ...................................... $11,215.62 · Page 2 June 24, 2004 Account Type ........................... Retirement Account Account Number. ...................... 35004109977180 Ownership (Names oj~ .............. Dorothy L. Baish Opening Date ........................... 09/10/00 Balance on Date of Death. ......... $7,333.59 Accrued Interest $ 39.60 Total. ...................................... $7,373.19 Sincerely, Charlene Warrington, Records' Management 1-888-502-4349 Savings Bond Calculator Page 1 of 3 105/2004 Update Help Bond Series IEBonds -J Denomination Serial Number Issue Date I # Bonds Total Price Total Interest 57 $3,356.25 $14,914.71 Issue Serial Number Issue Date Series Dehorn Price Q6132514386E 01/1977 E $25 $18.75 Q6173755083E 10/1977 E 25 18.75 Q5235730881E 04/1975 E 25 18.75 Q6028881800E 10/1975 E 25 18.75 Q6066711661E 07/1976 E 25 18.75 Q6110961229E 10/1976 E 25 18.75 Q6141900449E 04/1977 E 25 18.75 Q6166334157E 07/1977 E 25 18.75 Q6207372503E 01/1978 E 25 18.75 Q6235825297E 07/1978 E 25 18.75 Q6250132121E 10/1978 E 25 18.75 Q6299227003E 01/1979 E 25 18.75 Q6324451227E 04/1979 E 25 18.75 Q6324451430E 07/1979 E 25 18.75 Q6385006112E 12/1979 E 25 18.75 L2080935342E 07/1977 E 50 37.50 L2161786901E 07/1979 E 50 37.50 C2027889340E 12/1976 E 100 75.00 Total Value YTD interest $18,270.96 $286.04 Interest Next Final interest Value Rate Accrual Maturity Note $103.82 $122.57 4.00% 07/2004 01/2007 Del 102.84 121.59 4.00% 10/2004 10/2007 Del 107.71 126.46 4.00% 10/2004 04/2005 Del 106.72 125.47 4.00% 10/2004 10/2005 Del 104.72 123.47 4.00% 07/2004 07/2006 Del 104.72 123.47 4.00% 10/2004 10/2006 Del 103.82 122.57 4.00% 10/2004 04/2007 Del 102.84 121.59 4.00% 07/2004 07/2007 Del 90.88 109.63 4.00% 07/2004 01/2008 Del 70.76 89.51 4.00% 07/2004 07/2008 Del 70.76 89.51 4.00% 10/2004 10/2008 Del 70.08 88.83 4.00% 07/2004 01/2009 Del 70.08 88.83 4.00% 10/2004 04/2009 De! 69.39 88.14 4.00% 07/2004 07/2009 Del 68.47 87.22 4.00% 06/2004 12/2009 Del 205.68 243.18 4.00% 07/2004 07/2007 Del 138.78 176.28 4.00% 07/2004 07/2009 Del 415.28 490.28 4.00% 06/2004 12/2006 Del http://ww~vs.publicdebt.treas.gov/BC/SBCPrice 7/15/2004 Savings Bond Calculator Page 2 of 3 C2031565687E 01/1977 E 100 75.00 415.28 490.28 4.00% C2035219052E 02/1977 E i00 75.00 415.28 490.28 4.00% C2035332608E 03/1977 E 100 75.00 415.28 490.28 4.00% C2038332929E 04/1977 E 100 75.00 415.28 490.28 4.00% C2038899551E 04/1977 E I00 75.00 415.28 490.28 4.00% C2049105263E 06/1977 E 100 75.00 411.44 486.44 4.00% C2049105264E 06/1977 E 100 75.00 411.44 486.44 4.00% C2045686427E 07/1977 E 100 75.00 411.36 486.36 4.00% C2046795858E 08/1977 E I00 75.00 411.36 486.36 4.00% C2046795888E 09/1977 E 100 75.00 411.36 486.36 4.00% C2048349408E 10/1977 E 100 75.00 411.36 486.36 4.00% C2050005192E 11/1977 E 100 75.00 371.04 446.04 4.00% C2050005225E 12/1977 E 100 75.00 363.52 438.52 4.00% C2052186157E 01/1978 E 100 75.00 363.52 438.52 4.00% C2082186179E 02/1978 E 100 75.00 363.52 438.52 4.00% C2054437211E 03/1978 E 100 75.00 304.76 379.76 2.34% C2054673940E 04/1978 E 100 75.00 304.76 379.76 2.34% C2057044913E 05/1978 E 100 75.00 289.20 364.20 4.00% C2060798734E 05/1978 E 100 75.00 289.20 364.20 4.00% C2060798763E 06/1978 E 100 75.00 282.92 357.92 4.00% C2060823794E 07/1978 E 100 75.00 283.04 358.04 4.00% C2063994937E 08/1978 E 100 75.00 283.04 358.04 4.00% C2063994954E 09/1978 E 100 75.00 283.04 358.04 4.00% C2064034332E 10/1978 E 100 75.00 283.04 358.04 4.00% C2064175941E 11/1978 E 100 75.00 286.40 361.40 4.00% C2064175959E I2/1978 E 100 75.00 280.28 355.28 4.00% C2064175984E 01/1979 E 100 75.00 280.32 355.32 4.00% 07/2004 01/2007 08/2004 02/2007 09/2004 03/2007 10/2004 04/2007 10/2004 04/2007 06/2004 06/2007 06/2004 06/2007 07/2004 07/2007 08/2004 08/2007 09/2004 09/2007 10/2004 10/2007 11/2004 11/2007 06/2004 12/2007 07/2004 01/2008 08/2004 02/2008 09/2004 03/2008 10/2004 04/2008 11/2004 05/2008 11/2004 05/2008 06/2004 06/2008 07/2004 07/2008 08/2004 08/2008 09/2004 09/2008 10/2004 10/2008 11/2004 11/2008 06/2004 12/2008 07/2004 01/2009 D el Del D el D el Del Del Del D el D el Del Del D el D el D el Del Del D el D el D el D el D el D el D el D el D el D el D el D el http://w~s.publicdebt.treas.gov/BC/SBCPrice 7/15/2004 Savings Bond Calculator Page 3 of 3 C2064175994E 02/1979 E 100 75.00 280.32 355.32 4.00% C2064176016E 03/1979 E 100 75.00 280.32 355.32 4.00% C2077206626E 04/1979 E 100 75.00 280.32 355.32 4.00% C2077206655E 05/1979 E 100 75.00 283.76 358.76 4.00% C2077206663E 05/1979 E 100 75.00 283.76 358.76 4.00% C2077206691E 06/1979 E 100 75.00 277.56 352.56 4.00% C2087143122E 08/1979 E 100 75.00 277.56 352.56 4.00% C2087143140E 08/1979 E 100 75.00 277.56 352.56 4.00% C2087143144E 09/1979 E 100 75.00 277.56 352.56 4.00% C2084918408E 10/1979 E 100 75.00 277.56 352.56 4.00% E2.084918424E 11/1979 E 100 75.00 280.88 355.88 4.00% C2086947302E 12/1979 E 100 75.00 273.88 348.88 4.00% View 10 I Viewing Bonds 1-57 08/2004 02/2009 09/2004 03/2009 10/2004 04/2009 11/2004 05/2009 11/2004 05/2009 06/2004 06/2009 08/2004 08/2009 08/2004 08/2009 09/2004 09/2009 10/2004 10/2009 11/2004 11/2009 06/2004 12/2009 Del D el Del D el Del D el Del Del D el Del D el Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator C' C (' ~- Submit Survey ] ResetI http://wwws.publicdebt.treas.gov/BC/SB CPrice 7/15/2004 Savings Bond Calculator Page 1 of 2 10s/2oo4 Update Help Sav' Bond Series Denomination lEE Bonds # Bonds Total Price 21 $925.00 Serial Number Issue Date Series Denom Li3998863EE 05/1980 EE $50 L34143446EE 09/1980 EE 50 L60512928EE 10/1981 EE 50 L68714509EE 01/1982 EE 50 L89057218EE 05/1982 EE 50 C668916EE 01/1980 EE 100 C668917EE 01/1980 EE 100 C668950EE 02/1980 EE 100 C668962EE 02/1980 EE 100 C668975EE 03/1980 EE 100 C668980EE 04/1980 EE 100 C668994EE 04/1980 EE 100 C12522796EE 05/1980 EE 100 C12522798EE 05/1980 EE 100 C12522808EE 06/1980 EE 100 C12522823EE 08/1980 EE 100 C12522824EE 08/1980 EE 100 C12522830EE 08/1980 EE 100 Serial Number Total Interest $3,828.66 Issue Price Interest Value $25.00 $107.00 $132.00 25.00 104.40 129.40 25.00 84.14 109.14 25.00 82.00 107.00 25.00 82.00 107.00 50.00 211.36 261.36 50.00 211.36 261.36 50.00 211.36 261.36 50.00 211.36 261.36 50.00 211.36 261.36 50.00 211.36 261.36 50.00 211.36 261.36 50.00 214.00 264.00 50.00 214.00 264.00 50.00 208.80 258.80 50.00 208.80 258.80 50.00 208.80 258.80 50.00 208.80 258.80 Issue Date [ Add Total Value YTD Interest $4,753.66 $87.94 Interest Next Final Rate Accrual Maturity Note 4.00% 11/2004 05/2010 Del 4.00% 09/2004 09/2010 Del 4.00% 10/2004 10/20I 1 Del 4.00% 07/2004 01/2012 Del 4.00% 11/2004 05/2012 Del 4.00% 07/2004 01/2010 De! 4.00% 07/2004 01/2010 Del 4.0090 08/2004 02/2010 Del 4.00% 08/2004 02/2010 Del 4.00% 09/2004 03/2010 Del 4.00% 10/2004 04/2010 Del 4.00% 10/2004 04/2010 Del 4.00% 11/2004 05/2010 Del 4.00% 11/2004 05/2010 Del 4.00% 06/2004 06/2010 Del 4.00% 08/2004 08/2010 Del 4.00% 08/2004 08/2010 Del 4.00% 08/2004 08/2010 Del http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/15/2004 Savings Bond Calculator Page 2 of 2 C12721940EE 09/1980 EE Cl2721941EE 09/1980 EE C12721952EE 10/1980 EE view 10 I Viewing Bonds 1-21 100 50.00 100 50.00 100 50.00 208.80 258.80 4.00% 208.80 258.80 4.00% 208.80 258.80 4.00% 09/2004 09/2010 09/2004 09/2010 10/2004 10/2010 Del Del Del Note Description NI Not Issued NE Not Eligible for Payment P5 lncludes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator ~' C' (' c Submit Survey ] ResetJ http://wwws.publicdebt.treas.gov/BC/SB CPrice 7/15/2004 Savings Bond Calculator Page I of 3 05/2004 Update Help Sav' Bond Series De.omination Serial Number Bonds -_J $r100 ~ I tl Bonds Total Price Total Interest Total Value 39 $1,950.00 $3,271.84 $5,221.84 Issue Interest Serial Number Issue Date Series Denom Price Interest Value Rate C55770248EE 12/1983 EE $100 $50.00 $112.48 $162.48 2.73% C61341935EE 01/1984 EE 100 50.00 112.48 162.48 2.73% C61341966EE 03/1984 EE 100 50.00 112.48 162.48 2.73% C61341991EE 05/1984 EE 100 50.00 107.20 157.20 2.56% C65108953EE 07/1984 EE 100 50.00 I05.40 155.40 2.33% C65191559EE 09/1984 EE 100 50.00 105.40 155.40 2.33% C65276575EE 11/1984 EE 100 50.00 102.16 152.16 4.00% C72510519EE 01/1985 EE 100 50.00 99.20 149.20 4.00% C74494674EE 02/1985 EE 100 50.00 99.20 I49.20 4.00% C75434854EE 04/1985 EE 100 50.00 99.20 149.20 4.00% C79764934EE 06/I985 EE 100 50.00 96.28 146.28 4.00% C84133616EE 08/1985 EE 100 50.00 96.28 146.28 4.00% C89681151EE 10/1985 EE 100 50.00 96.28 146.28 4.00% C95001340EE 11/1985 EE 100 50.00 96.28 146.28 4.00% C106474399EE 02/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683493EE 03/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683528EE 05/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683592EE 07/1986 EE 100 50.00 90.60 140.60 4.00% Issue Date Add YTD Interest $77.72 Next Final Accrual Maturity Note 06/2004 12/2013 Del 07/2004 01/2014 Del 09/2004 03/2014 Del 11/2004 05/2014 Del 07/2004 07/2014 Del 09/2004 09/2014 Oel 11/2004 11/2014 Del 07/2004 01/2015 Del 08/2004 02/2015 Del 10/2004 04/2015 Del 06/2004 06/2015 Del 08/2004 08/2015 Del 10/2004 10/2015 Del 11/2004 11/2015 Oel 08/2004 02/2016 Del 09/2004 03/2016 Del 11/2004 05/2016 De! 07/2004 07/2016 Del http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/14/2004 Savings Bond Calculator Page 2 of 3 C112683637EE 09/1986 EE C122178805EE 11/1986 EE C12217885lEE 12/1986 EE C131991428EE 02/1987 EE C131991482EE 04/1987 EE C136280248EE 06/1987 EE C142288214EE 08/1987 EE C142288262EE 10/1987 EE C149811554EE 12/1987 EE C149811679EE 01/I988 EE C155855845EE 03/1988 EE C155855923EE 05/1988 EE C174767196EE 07/1988 EE C178010236EE 09/1988 EE C186965914EE 11/1988 EE C191014071EE 12/1988 EE C186882404EE 02/1989 EE C201291083EE 04/1989 EE C201291141EE 06/1989 EE C201291172EE 08/1989 EE C219256090EE 10/1989 EE View 10 I Viewing Bonds 1-39 100 100 100 100 100 100 100 100 100 100 100 100 100 I00 100 100 100 100 100 100 100 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 50.00 90.60 76.40 74.12 74.12 74.12 71.48 71.48 71.48 69.12 69.12 69.12 69.12 66.76 66.76 66.76 64.48 64.48 64.48 62.24 62.24 62.24 140.60 126.40 124.12 124.12 124.12 121.48 121.48 121.48 119.12 119.12 119.12 119.12 116.76 116.76 116.76 114.48 114.48 114.48 112.24 112.24 112.24 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 09/2004 09/2016 11/2004 11/2016 06/2004 12/2016 08/2004 02/2017 10/2004 04/2017 06/2004 06/2017 08/2004 08/2017 10/2004 10/2017 06/2004 12/2017 07/2004 01/2018 09/2004 03/2018 11/2004 05/2018 07/2004 07/2018 09/2004 09/2018 11/2004 i1/2018 06/2004 12/2018 08/2004 02/2019 10/2004 04/2019 06/2004 06/2019 08/2004 08/2019 10/2004 10/2019 D el Del I) el Del D el Del Del Del Del Del Del Del Del Del D el D el Del D el D el Del Del Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty http://wwvws.publicdebt.treas.gov/BC/SBCPrice 7/14/2004 Savings Bond Calculator Page 3 of 3 ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Service Savings Bond Calculator Please rate this service. (Please print and/or save this page before submitting your survey) Excellent Good Fair (- Submit Survey J Reset Poor C http://wwws.publicdebt.treas.gov/BC/S B CPrice 7/14/2004 Savings Bond Calculator Page I of 2 I05/2004 Up date Help Savinc Bond Series ao., s Denomination SHOO Serial Number # Bonds Total Price Total Interest Total Value 21 $1,050.00 $3,540.92 $4,590.92 Issue lnterest Serial Number Issue Date Series Denom Price Interest Value Rate C12721965EE 11/1980 EE $100 $50.00 $187.24 $237.24 4.00% CI3329586EE 12/1980 EE 100 50.00 I82.56 232.56 4.00% C13329598EE 01/1981 EE I00 50.00 182.56 232.56 4.00% C13329611EE 02/1981 EE 100 50.00 182.56 232.56 4.00% C13329628EE 04/1981 EE 100 50.00 182.56 232.56 4.00% C13329639EE 05/1981 EE 100 50.00 172.64 222.64 4.00% C13329648EE 06/1981 EE I00 50.00 168.28 218.28 4.00% C23088580EE 08/1981 EE 100 50.00 168.28 218.28 4.00% C23088587EE 09/1981 EE 100 50.00 168.28 218.28 4.00% C28102730EE 11/1981 EE 100 50.00 168.28 218.28 4.00% C28102731EE 11/1981 EE 100 50.00 168.28 218.28 4.00% C26397338EE 01/1982 EE 100 50.00 164.00 214.00 4.00% C26397345EE 01/1982 EE 100 50.00 164.00 214.00 4.00% C29835911EE 03/1982 EE 100 50.00 164.00 214.00 4.00% C29835917EE 04/1982 EE 100 50.00 164.00 214.00 4.00% C35175472EE 05/1982 EE 100 50.00 164.00 214.00 4.00% C35175486EE 07/1982 EE 100 50.00 159.80 209.80 4.00% C38018794EE 08/1982 EE 100 50.00 159.80 209.80 4.00% Issue Date Add YTD Interest $81.08 Next Final Accrual Maturity Note 11/2004 11/2010 Del 06/2004 12/2010 Del 07/2004 01/2011 Del 08/2004 02/2011 Del 10/2004 04/2011 Del 11/2004 05/2011 Del 06/2004 06/2011 08/2004 08/2011 Del 09/2004 09/2011 Del 11/2004 11/201I Del 11/2004 11/2011 Del 07/2004 01/2012 Del 07/2004 01/2012 Del 09/2004 03/2012 Del 10/2004 04/2012 Del 11/2004 05/2012 07/2004 07/2012 Del 08/2004 08/2012 Del http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/16/2004 Savings Bond Calcu ator Page 2 of 2 C38018806EE 09/1982 EE i00 50.00 C39037365EE 10/1982 EE 100 50.00 C39037375EE 11/1982 EE 100 50.00 I/jew 10 I Viewing Bonds 1-21 159.80 209.80 4.00% 159.80 209.80 4.00% 150.20 200.20 4.00% 09/2004 09/2012 10/2004 10/2012 11/2004 11/2012 D el Del D el Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator (' (' C' (' Submit Survey J ResetI http://wwws.publicdebt.treas.gov/B C/SBCPrice 7/16/2004 Savings Bond Calculator Page 1 of I 105/2004 Up date Help Savinc Bond Series lEE Bonds .~J # Bonds Total Price I $$0.00 Serial Number Issue Date Series C26397350EE 02/1982 EE Denomination Serial Number $1loo 'l [ Total Interest Total Value $164.00 $214.00 Issue Interest Denom Price Interest Value Rate $100 $50.00 $164.00 $214.00 4.00% Issue Date Add YTD Interest $4.20 Next Final Accrual Maturity Note 08/2004 02/2012 Del Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator C' C C' C' Submit Survey J Reset http://v,~ws.publicdebt.treas.gov/B C/SBCPrice 7/14/2004 Savings Bond Calculator Page 1 of 4 105/2004 Up date Help Bond Series Denomination IEE B°nds ~ $1loo '1 # Bonds Total Price 60 $3,000.00 Serial Number Issue Date Series Denom C12721961EE 11/1980 EE $100 C12721975EE 12/1980 EE 100 C13329589EE 01/1981 EE 100 C13329607EE 02/1981 EE 100 C13329619EE 03/1981 EE 100 C13329638EE 05/1981 EE 100 C13329642EE 06/1981 EE 100 C13329652EE 07/1981 EE 100 C23088581EE 08/1981 EE 100 C28102727EE 10/1981 EE 100 C26397330EE 12/1981 EE 100 C26397331EE 12/198l EE 100 C26397342EE 01/1982 EE 100 C29835908EE 03/1982 EE 100 C29835927EE 05/1982 EE 100 C35175482EE 06/1982 EE 100 C35175489EE 07/1982 EE 100 C38018797EE 08/1982 EE 100 Serial Number Issue Date Total Interest Total Value YTD Interest $6,731.00 $9,731.00 $145.60 Issue Interest Next Final Price Interest Value Rate Accrual Maturity Note $50.00 $187.24 $237.24 4.00% 11/2004 11/2010 Del 50.00 182.56 232.56 4.00% 06/2004 12/2010 Del 50.00 182.56 232.56 4.00% 07/2004 01/2011 Del 50.00 182.56 232.56 4.00% 08/2004 02/2011 Del 50.00 182.56 232.56 4.00% 09/2004 03/2011 Del 50.00 172.64 222.64 4.00% 11/2004 05/2011 Del 50.00 168.28 218.28 4.00% 06/2004 06/2011 Del 50.00 168.28 218.28 4.00% 07/2004 07/2011 Del 50.00 168.28 218.28 4.00% 08/2004 08/2011 Del 50.00 168.28 218.28 4.00% 10/2004 10/2011 Del 50.00 164.00 214.00 4.00% 06/2004 12/2011 Del 50.00 I64.00 214.00 4.00% 06/2004 12/2011 Del 50.00 164.00 214.00 4.00% 07/2004 01/2012 Del 50.00 164.00 214.00 4.00% 09/2004 03/2012 Del 50.00 164.00 214.00 4.00% 11/2004 05/2012 Del 50.00 159.80 209.80 4.00% 06/2004 06/2012 Del 50.00 159.80 209.80 4.00% 07/2004 07/2012 Del 50.00 159.80 209.80 4.00% 08/2004 08/2012 Del http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/14/2004 Savings Bond Calculator C39037353EE 10/1982 EE 100 50.00 159.80 209.80 4.00% C39037371EE 11/1982 EE 100 50.00 150.20 200.20 4.00% C55770237EE 11/1983 EE 100 50.00 114.72 164.72 2.57% C61341933EE 01/1984 EE 100 50.00 112.48 162.48 2.73% C61341960EE 03/1984 EE 100 50.00 112.48 162.48 2.73% C61341988EE 05/1984 EE 100 50.00 107.20 157.20 2.56% C6134202lEE 07/1984 EE 100 50.00 105.40 155.40 2.33% C65282904EE 08/1984 EE 100 50.00 105.40 155.40 2.33% C65276567EE 10/1984 EE 100 50.00 105.40 155.40 2.33% C72510509EE 12/1984 EE 100 50.00 99.20 149.20 4.00% C74494668EE 02/1985 EE 100 50.00 99.20 149.20 4.00% C75434851EE 04/1985 EE 100 50.00 99.20 149.20 4.00% C79764928EE 06/1985 EE 100 50.00 96.28 I46.28 4.00% C84133611EE 08/1985 EE 100 50.00 96.28 146.28 4.00% C89681142EE 09/1985 EE 100 50.00 96.28 146.28 4.00% C95001315EE 11/1985 EE 100 50.00 96.28 146.28 4.00% C106474381EE 01/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683470EE 03/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683514EE 05/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683580EE 07/1986 EE 100 50.00 90.60 140.60 4.00% Cl12683617EE 08/1986 EE 100 50.00 90.60 140.60 4.00% C112683686EE 10/1986 EE 100 50.00 90.60 140.60 4.00% C122178832EE 12/1986 EE 100 50.00 74.12 124.12 4.00% C122178890EE 02/1987 EE 100 50.00 74.12 124.12 4.00% C131991470EE 04/1987 EE 100 50.00 74.12 124.12 4.00% C136280237EE 06/1987 EE 100 50.00 71.48 121.48 4.00% C142288187EE 07/1987 EE I00 50.00 71.48 121.48 4.00% 10/2004 10/2012 11/2004 ll/2012 11/2004 11/2013 07/2004 01/2014 09/2004 03/2014 11/2004 05/2014 07/2004 07/2014 08/2004 08/2014 10/2004 10/2014 06/2004 12/2014 08/2004 02/2015 10/2004 04/2015 06/2004 06/2015 08/2004 08/2015 09/2004 09/2015 11/2004 11/2015 07/2004 01/2016 09/2004 03/2016 11/2004 05/2016 07/2004 07/2016 08/2004 08/2016 10/2004 10/2016 06/2004 12/2016 08/2004 02/2017 10/2004 04/2017 06/2004 06/2017 07/2004 07/2017 D el D el D el D el Del D el D el Del D el Del Del Del D el D el D el D el Del Del Del D el D el Del D el D el D el Del D el Del Page 2 of 4 http://wwwvs.publicdebt.trea sgov/BC/SBCPrice 7/14/2004 Savings Bond Calculator Page 3 of 4 C142288249EE 09/1987 EE 100 50.00 71.48 C142288302EE 11/1987 EE 100 50.00 71.48 C149811664EE 01/1988 EE 100 50.00 69.12 C155855833EE 03/1988 EE 100 50.00 69.12 C155855908EE 04/1988 EE 100 50.00 69.12 C174767184EE 06/1988 EE 100 50.00 66.76 C178010224EE 08/1988 EE 100 50.00 66.76 C186965906EE 10/1988 EE 100 50.00 66.76 C191014072EE 12/1988 EE 100 50.00 64.48 C191014109EE 02/1989 EE 100 50.00 64.48 C200441251EE 04/1989 EE 100 50.00 64.48 C201291120EE 05/1989 EE 100 50.00 64.48 C20129!166EE 07/1989 EE 100 50.00 62.24 C219256077EE 09/1989 EE 100 50.00 62.24 C219256132EE ll/1989 EE 100 50.00 62.24 View 10 ] Viewing Bonds 1-60 121.48 4.00% 121.48 4.00% 119.12 4.00% 119.12 4.OO% 119.12 4.00% I16.76 4.00% 116.76 4.00% 116.76 4.00% 114.48 4.00% 114.48 4.00% 114.48 4.00% 114.48 4.00% 112.24 4.00% 112.24 4.00% 112.24 4.00% 09/2004 09/2017 11/2004 11/2017 07/2004 01/2018 09/2004 03/2018 10/2004 04/2018 06/2004 06/2018 08/2004 08/2018 10/2004 10/2018 06/2004 12/2018 08/2004 02/2019 10/2004 04/2019 11/2004 05/2019 07/2004 07/2019 09/2004 09/2019 11/2004 11/2019 Del Del D el D el D el Del Del Del Del D el D el D el D el D el Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. Service (Please print and/or save this page before submitting your survey) Excellent Good Fair Poor http://wwws.publicdebt.treas.gov/BC/SB CPrice 7/14/2004 Savings Bond Calculator Page 4 of 4 Savings Bond Calculator (- C Submit Survey I Reset http://wwws.publicdebt.treas.gov/BC/SBCPrice 7/14/2004 Savings Bond Calculator Page I of 3 05/2004 Update Help Bond Series Denomination Serial Number Bonds ~d $11o0 # Bonds Total Price 57 $2,850.00 Serial Number Issue Date Series Denom C42063937EE 12/1982 EE $100 C47923261EE 01/1983 EE 100 C47923268EE 01/1983 EE 100 C47923273EE 02/1983 EE 100 C48843046EE 02/1983 EE I00 C48900017EE 06/1983 EE 100 C48843072EE 04/1983 EE 100 C48843076EE 04/1983 EE 100 C48843059EE 03/I 983 EE 100 C48843088EE 05/1983 EE I00 C48900023EE 06/1983 EE 100 C48900037EE 07/1983 EE 100 C48900054EE 07/1983 EE 100 C48938394EE 08/1983 EE 100 C48938404EE 09/1983 EE 100 C50233340EE 09/1983 EE 100 C50233345EE 10/1983 EE 100 C50233360EE 11/1983 EE 100 Total Interest Total Value $5,571.52 $8,421.52 Issue Interest Price Interest Value Rate $50.00 $146.28 $196.28 4.00% 50.00 146.28 196.28 4.00% 50.00 146.28 196.28 4.00% 50.00 146.28 196.28 4.00% 50.00 146.28 196.28 4.00% 50.00 119.68 169.68 2.30% 50.00 129.16 179.16 2.34% 50.00 129.16 179.16 2.34% 50.00 129.16 179.16 2.34% 50.00 121.64 171.64 2.97% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 119.68 169.68 2.30% 50.00 114.72 164.72 2.57% Issue Date Add YTD Interest $120.60 Next Final Accrual Maturity Note 06/2004 12/2012 Oel 07/2004 01/2013 Del 07/2004 01/2013 Del 08/2004 02/2013 Del 08/2004 02/2013 Del 06/2004 06/2013 Del 10/2004 04/2013 Del 10/2004 04/2013 Del 09/2004 03/2013 Del 11/2004 05/2013 Del 06/2004 06/2013 Del 07/2004 07/2013 Oel 07/2004 07/2013 Del 08/2004 08/2013 Del 09/2004 09/2013 Del 09/2004 09/2013 Del 10/2004 10/2013 Del 11/2004 11/2013 Del http://wwws.publicdebt.treas.gov/BC/S B CPrice 7/14/2004 Savings Bond Calculator C56018167EE 01/1984 EE 100 50.00 112.48 I62.48 2.73% C61341949EE 02/1984 EE 100 50.00 112.48 162.48 2.73% C61341977EE 04/1984 EE 100 50.00 112.48 162.48 2.73% C61342012EE 06/1984 EE 100 50.00 105.40 155.40 2.33% C65108969EE 08/1984 EE I00 50.00 105.40 155.40 2.33% C65191572EE 10/1984 EE I00 50.00 105.40 155.40 2.33% C72510498EE 12/1984 EE I00 50.00 99.20 149.20 4.00% C72510527EE 01/1985 EE I00 50.00 99.20 149.20 4.00% C75434838EE 03/1985 EE 100 50.00 99.20 149.20 4.00% C79764920EE 05/1985 EE 100 50.00 99.20 149.20 4.00% C84133602EE 07/1985 EE 100 50.00 96.28 146.28 4.00% C89681133EE 09/1985 EE 100 50.00 96.28 146.28 4.00% C95001309EE 11/1985 EE 100 50.00 96.28 146.28 4.00% C95001366EE 01/1986 EE 100 50.00 93.40 143.40 4.00% C106474404EE 02/1986 EE 100 50.00 93.40 143.40 4.00% Cl12683501EE 04/1986 EE 100 50.00 93.40 143.40 4.00% C112683558EE 06/1986 EE 100 50.00 90.60 140.60 4.00% Cl12683610EE 08/1986 EE 100 50.00 90.60 140.60 4.00% Cl12683672EE 10/1986 EE 100 50.00 90.60 140.60 4.00% C122178781EE 11/1986 EE 100 50.00 76.40 I26.40 4.00% C122178870EE 01/1987 EE 100 50.00 74.12 124.12 4.00% C131991454EE 03/1987 EE 100 50.00 74.12 124.12 4.00% C131991509EE 05/1987 EE 100 50.00 73.92 123.92 4.00% C142288173EE 07/1987 EE 100 50.00 71.48 121.48 4.00% C142288236EE 09/1987 EE 100 50.00 71.48 121.48 4.00% C142288279EE 10/1987 EE 100 50.00 71.48 121.48 4.00% C149811644EE 12/1987 EE 100 50.00 69.12 119.12 4.00% 07/2004 01/2014 08/2004 02/2014 10/2004 04/2014 06/2004 06/2014 08/2004 08/2014 10/2004 10/2014 06/2004 12/2014 07/2004 01/2015 09/2004 03/2015 11/2004 05/2015 07/2004 07/2015 09/2004 09/2015 11/2004 11/2015 07/2004 01/2016 08/2004 02/2016 10/2004 04/2016 06/2004 06/2016 08/2004 08/2016 10/2004 10/2016 11/2004 11/2016 07/2004 01/2017 09/2004 03/2017 11/2004 05/2017 07/2004 07/2017 09/2004 09/2017 10/2004 10/2017 06/2004 12/2017 Del Del D el Del Del Del Del Del Del Del D el D el Del D el Del Del D el D el Del Del D el D el Del Del D el D el D el D el Page 2 of 3 http://wwwvs.publicdebt.trea sgov/BC/SBCPrice 7/14/2004 Savings Bond Calculator C155855812EE 02/1988 EE 100 50.00 69.12 119.12 4.00% C155855880EE 04/1988 EE 100 50.00 69.12 119.12 4.00% C155855946EE 06/1988 EE 100 50.00 66.76 116.76 4.00% C178010216EE 08/1988 EE 100 50.00 66.76 116.76 4.00% C178010244EE 09/1988 EE 100 50.00 66.76 116.76 4.00% C186965928EE 11/1988 EE 100 50.00 66.76 116.76 4.00% C191014095EE 01/1989 EE 100 50.00 64.48 114.48 4.00% C200145968EE 03/1989 EE 100 50.00 64.48 114.48 4.00% C201291114EE 05/1989 EE 100 50.00 64.48 114.48 4.00% C201291152EE 07/1989 EE I00 50.00 62.24 112.24 4.00% C219256069EE 08/1989 EE 100 50.00 62.24 112.24 4.00% C219256118EE 11/1989 EE 100 50.00 62.24 112.24 4.00% View' 10 I Viewing Bonds 1-57 08/2004 02/2018 10/2004 04/2018 06/2004 06/2018 08/2004 08/2018 09/2004 09/2018 11/2004 11/2018 07/2004 01/2019 09/2004 03/2019 1 !/2004 05/2019 07/2004 07/2019 08/2004 08/2019 11/2004 11/2019 Del Del Del Del Del Del Del D el Del Del D el Page 3 of 3 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator Submit Survey I ResetJ http://wwvws.publicdebt.treas.gov/BC/S B CPrice 7/14/2004 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 COMHONHEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-164? EX AFP CO~.-OS) WILLIAM A DUNCAN ESQ DUNCAN HARTMAN ETAL ONE IRVINE ROW CARLISLE PA 17015 DATE 09-ZO-ZO04 ESTATE OF BAISH DOROTHY DATE OF DEATH 05-ZO-ZO04 FZLE NUMBER 21 04-0548 COUNTY CUMBERLAND ACN 101 Amount Remitted HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGISTER OF HILLS CUM]tERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS L/NE ~ RETAIN LOWER PORTION FOR YOUR RECORd:* REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, A~L~HANC~OR DZSALLOHANCE OF DEDUCT/ONS AND ASSESSMENT ~FTAX ESTATE OF BAISH DOROTHY L FILE NO. 21 04-0548 AC~' 101 ~DATE 09-20-2004 TAX RETURN #AS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Este*e (Schedule A) (1) 2. Stocks end Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Hortgeges/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Asse~s APPROVED DEDUCTIONS AND EXEMPT]:ONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hot,gage L1ab111ties/Liens (Schedule I) (10) 11. 12. 15. 1~. NOTE i · 00 ~.~.~NOTE: '!:~o, '-~nsure proper 51/~'0:$. 90 ~DcredAt *~'your account, .00 .00 22~450.55 77~695.$$ 7/$75.19 (B} 11,061.60 .00 (11) (12) Total Deduct ions Nat Value of Tax Return Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Nat Value of Este~ce Subject to Tax ]:f an assessment ~as issued prevlously, lines 1~, 15 and/or reflect figures that lnclude the total of ALL returns assessed to date. submit ~he upper portion of ~his form with your tax payment. 158,702.97 11 .O~l .rio 147,641 .$7 ASSESSMENT OF TAX: 15. Amoun~ of Line 1~ e~ Spouse1 rata 16. Amount of L/ne 1~ taxable at LLneal/Class A rate 17. Amount of L~ne lfi at S1bling rata 18. Amount of L/ne lfi taxable a* Collateral/Class B rate 19. Prlncipal Tax Due TAX CREDITS: PAYHENT REC~ZP1 D/SCOUNT (+J DATE NUHBER INTEREST/PEN PAID (-) 07-30-2004 CD004214 332.19 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDZTIONAL INTEREST. (-~$) .00 (1~.) 147,641. :57 16, 17, 18 and 19 w:J. ll (15) .00 x O0 = .00 (26) 147,641.37 x 045: 6,64:5.86 (17) . O0 x 12 = . O0 (~8) .00 x 15 = .00 (19)= 6,643.86 AHOUNT PAID 6,311.67 TOTAL TAX CREDIT 6,645.86 BALANCE OF TAX DUEI .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December IZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the ComaonaaaZth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the Iawful Class S (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91qO). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications ara available at the Office of the Register of Nills) any of the Z5 Revenue District Offices, or by calling the ~,pecial Z4-hour answering service for fores ordering: 1-800-56Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-50Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance) or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue) Board of Appeals, Dept. ZSIOZ1, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court, Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Deceden~' (REV-1SOI) for an explanation of administratively correctable errors. If any tax due is paid within three [3) calendar months after the decedant's death, a five percent [SI) discount of the tax paid is allowed. The ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has bean assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1) 198Z bear interest at the rata of six (6Z) percent per annum calculated at a daily rata of .000164. All taxes which became delinquent on and after January 1, 19BI will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .0005~8 ~)'~'8-1991 1II .000301 ~ 9Z .000Z47 1983 162 .000438 1992 9Z .000Z47 ZOOZ 6Z .000164 1984 llZ .000301 1995-1994 72 .000192 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .000247 ZOO4 4Z .000110 1986 lOX .000274 1999 7Z .O0019Z 1987 lOX .000274 ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is mede after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU ' INDIVIDUAL TAXES INHER\Tp. CE TAX. DIVISION PO BOX 21:30601 _"'I r~-",-f"' {\I':c:n: iF HARR\\lBURG PA 171Iill'b~I,,,'TU \.' , ,'.)~ L NOTICE OF INHERITANCE TAX , r::~"J ( ,,: '.'.!'c', i c;APPRAISEMENT, ALLOWANCE OR DISALLOWANCE 1\:::::. ',.'.'0 OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NO. COUNTY ACN 12-27-2004 SAL TZER 06-15-2003 21 03-0548 Cumberland 101 7.00S J~.N \ 0 M1 9: 41 _~N, oc WM 0 SC.. I~.~. IF.iT 124 W H _ ., G1ST). of\ POBOX ".. ,.. . DILLSBURG PA 17019 '* REV.1li47 EX (12.97) PC EVELYN F Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: Register of Wills Cumberland County Courthouse Carlisle, PA 17013 CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS ~ . 'R'EV:is47 ElqOS--97fpc -. - -. - - -. - _. - No1'itniF -INfiERIT ;,NC;[(1':'\;( :'\PPRAiiIEMENt: - ALl.OWANCE- OR - - . -.. - -.. - -. - - . -. - -. - - -. -. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SALTZER EVELYN F FILE NO. 2103-0548 ACN 101 DATE 12-27-2004 TAX RETURN WAS: (D) ACCEPTED AS FILED ( ~ ) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 01 RETURN ,. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4, Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/ Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPRDVED DEDUCTIONS AND EXEMPTIONS: g. Funeral Expenses/Adm. Costs/Mise, Expenses (Schedule H) (g) 22,091,11 10, Debts/Mortgage Liabilities/Liens (Schedule I) (10) 0.00 ". Total Deductions (11) 22.091.11 12, Net Value of Tax Return (12) 678.786.23 13, Charitable/Governmental Bequests; Non-elected 9113 Trusts (Scheduie J) (13) 0.00 14, Net Value of Estate Subject to Tax (14) 678.786.23 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,17 and 18 will reflect figures that Include the total of ALL returns assessed to date. (1) (2) (3) (4) (5) (6) (7) 492,200.00 0,00 0.00 0,00 6,772.47 201,904,87 0.00 (8) ASSESSMENT OF TAX: 15, Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17, Amount of Line 14 taxable at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: NOTE: To Insure proper credit to your account, submit the upper portion ofthls form with your tax payment. 700.877.34 (15) 0.00 X ,00 0,00 (16) 678,786.23 X.045 30,545.38 (17) 0.00 X,12 0.00 (18) 0,00 X .15 0,00 (19) 30545.38 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-09-2003 CD002996 1,527.27 33,000,00 TOTAL TAX CREDIT 34,527.27 BALANCE OF TAX DOE 3,981,89 CR INTEREST 0.00 TOTAL DUE 3.981.89 CR ~ . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OP ADDITIONAL INTEREST. (IF 'l"OTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUI:RED. IF TOTAL. DUB IS UPLECTBD AS A CREDIT (CR). YOU MAY BE DUE 1/ A RB'FlJND. SE&: REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) "5 ( c"x, REV-l"7DEX (6-sa) ~. INHERITANCE TAX EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Evelyn F Saltzer 2103-0548 REVIEWED BY ACN Deborah Washington 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Accepted revised return. ROW Page 1 Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 DUNCAN WILLIAM A 1 IRVINE ROW CARLISLE, PA 17013 RE: Estate of BAISH DOROTHY L File Number: 2004-00548 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/20/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~~kJ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/29/2006 BAISH DENNIS R TEN "G" STREET CARLISLE, PA 17013 RE: Estate of BAISH DOROTHY L File Number: 2004-00548 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/20/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, Gl~~~ Clerk of the Orphans' Court cc: File Counsel Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Dorothy L. Baish Date of Death: 05-20-2004 Estate No.: 2004-00548 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes !]I No 0 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes K1 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. \~;A ~t-~ SignMre Date: 04-06-06 William A. Duncan Name 1 Irvine Row, Carlisle, FA 17013 Address (717) 249-7780 Telephone No. Capacity: 0 Personal Representative .IX] Counsel for personal representative -@