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HomeMy WebLinkAbout03-15-10 (3)3 A REV-1500 EX (06-05) OFFICIAL USE ONLY PA Departrnent of Revenue Bureau of Individual Taxes County Code Year File Number INHERITANCE PO BOX 280601 TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 ENTER DECEDENT INFORMATION BELOW D C,P ~ Social Security Number Date of Death Date of Birth 1 8 1 D 3 6 3 1 2 0 6 1 3 2 0 0 9 0 2 1 9 1 9 1 9 Decedent's Last Name Suffix Decedent's First Name MI B E E R S M A R J O R I E W (If Appllcable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI 1505b0?121 Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW Firm Name (If Applicable) S T O N E L A F A V E R S N E K L E T S K First line of address TH)S RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS a 1. Original Retum ~ 2. Supplemental Return ~ 3. Remainder Return (date of death poor to 12-13-82) 4. Limfted Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Estate Tax Return Required death after 12-12-82) ^X 6. Decedent Died Testate ~ ~. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95} (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTfAL TAX INFORMATION SIHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D H S T O N E E S Q U I R E 7 1 7 7 7 4 7 4 3 5 4 1 4 B R I D G E S T R E E T Second line of address City or Post Office N E W C U M B E R L A N D State ZIP Code REGISTER OF WILLS USE ONLY :*y ~ ~.~ _: c~ `_=' ~ 7 1. l 1 . ~ rl~ ^ _ _ c.~ ~1~ ~~ ~ DAT F7 t~:b '~ - ` 1 P A 1 7 0 7 0 ? ^~ c.n Correspondent's a-mail address: D S T O N E a S T O N E L A W• N E T ~, . ,C ~ ~4 3 ~ ~ ~': t ~~ ~ t .~ i_~ r -7 F'7"1 ~.,~ ~~ _., Under penalties of perjury, I dedare that I have examined this return, induding accompanying schedules and s~tements, and to the best of my kn a and bel'~ef, it is true, correct and complete. Dedaretion of preparer other than the personal representative b based on aD information of which preparer has any e. $IG P SON RESPONSIBLE F~j R~FIL~NG RETURN DATE 236 WINfiING AY CAMP HILL PA 17011 S TORE P O R N REPRESENTATNE DATE NEW CUM PLEASE USE ORIGINAL FORM ONLY 0 Side 1 1505607121 1505607121 J ~~' 4 y 7. Inter-Vivos Transfers & Miscellaneous n- ro a e rope (Schedule G) ~ Separate Billing Requested ....... 7. 6 ~ 7 2 • 1 2 8. Total Gross Assets (total Lines 1-7) ........................... 8. 9 2 9 8 6 0. 2 1 P ) ................ 9. Funeral Ex enses & Administrative Costs (Schedule H 9. 4 1 6 9 9. 3 5 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ............ 10. 3 3 4 5 . 1 rt 4 1505607221 REV-1500 EX Decedents Name: M A R J O R I E W• BEERS Decedent's Social Security Number 1 8 1 0 3 6 3 1 2 RECAPITULATION 1 2 6 9 2 7 8. 2 9 1. ........................................ Real estate (Schedule A) . 2 5 9 3 1 3 9. 1 2 2. Stocks and Bonds (Schedule B) .................................. . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ........................ 4. 6 1 3 7 0. 6 8 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... N P b t P 6• ' 11. Total Deductions (total Lines 9 i;< 10) ........................... 11. 12. Net Value of Estate (Line 8 minus Line 11) ......................... 12• 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) .................. 13. 4 5 0 4 4. 4 9 8 8 4 8 1 5. 7 2 8 8 4 8 1 5 7 2 14. Net Value Subject to Tax (Line 12 minus Line 13) 14, . TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2)X.0 + 0 0 0 15. D. D D 16. Amount of Line 14 taxable 8 8 7 4 8 1 5 2 3 9 8 1 6. 7 1 at lineal rate X .045 . 16. 17. Amount of Line 14 taxable 0 0 0 17 D. D D at sibling rate X .12 . 18. Amount of Line 14 taxable 0 0 0 D D D at collateral rate X .15 1 g. . 19. Tax Due ................................................ 19. 20. FILL 1N THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505607221 Side 2 3 9 8 1 6. ? 1 15D5607221 4 R~crV-1500 EX Page 3 r1n~c~rlont'c C:mm~leatra d-ddress' File Number 21 09 6312 DECEDENTS NAME MARJORIE W. BEERS .- STREETADDRESS 419 CANDLEWYCK ROAD _~_ CITY CAMP HILL STATE PA ZIP 17011- Tax Payments and Credits: t• Tax Due (Page 2 line 19) (1) _ 39,816.71 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments 30,000.00 C. Discount 1,578.95 Total Credits (A + B + C) (2) 31, 578.95 3. Interest/Penalty if applicable D. Interest E. Penalty Total InterestlPenalty (D + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than tine 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5) 8,237.76 (5A) (5B) 8,237.76 Make Check Payable fo: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ............................................................. i i ......... ^ ^ 0 ncome; ...................... ts b, retain the right to designate who shall use the property transferred or ......... ^ 0 c. retain a reversionary interest; or ....................................................................................... 7 ......... ^ .............................................. d. receive the promise for life of either payments, benefits or care ......... 2. If death occurred after December 12,1982, did decedent transfer property within one year of death ^ without receiving adequate consideration? .............................................................................. " ' ......... ^ or payable upon death bank account or security at his oc her death? in trust for 3. Did decedent own an ......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ......................................................................................... ......... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994 and before January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. §9116 (a) (1.1) (i11• For dates of death on or after January 1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent ]72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (O) percent (72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) ]72 P.S. §9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARJORIE W. BEERS 21 09 6312 All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is deAned as the price at which property would be exchanged between a wining buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real ro which is irK -owned with ri ht of survhrorehi must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. 1l12 interest in mountain ground in Perry Co. PA at total assessed value $312,070 times 38,748.69 CLR 1.49 equals $464,984.30 divided by 12 (Marysville Borough-1 parcel #150,135.00-001.000 C~ $146,910 and Penn Twp 2 parcels #210,135.00-002.000 and #210,135.02-027.000 @ $165,160 2 (Property located at 419 Candiewyck Rd Camp Hill, Cumberland County, PA I 230,529.60 at assessed value $182,960 times CLR 1.26 TOTAL (Also enter on line 1, Recapitulation) ~ ~ 269,278.29 (If more space is needed, insert additional sheets of the same size) REV-1503 EX + (8-98) GOMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER MARJORIE W. BEERS 21 09 6312 All property jointly-owned with right of survivorship moat be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. 4603.27 shares American Funds-Washington Mutual A cLD $21.150 each 97,359.16 2 2870.72 shares Delaware Investments-Delaware Tax Free PA A ~ $7.530 each 21,616.52 3 9441 shares Merrill Lynch-Blackrock Global Allc Fd (1) @ $16.230 each 153,227.43 4 630 shares Merrill Lynch-Eaton Vance Tax Advantaged @ $12.725 each 8,016.75 5 400 shares Merrill Lynch-Hershey Company cLD $35.175 each 14,070.00 6 6500 shares Merrill Lynch-Nuveen Prem Inc Muni Fd 2 @ $12.095 each 78,617.50 7 48321.59 shares Merrill Lynch-Ready Assets Prime Money Fd @ $1.000 each 48,321.59 8 13313.629 shares MFS Municipal Income Al @ $7.875 each 104,844.83 9 1729.142 shares Vanguard PA Long Term lax-Exempt ~ $10.580 each 18,294.32 10 1211.239 shares Principal Discp Large Blend A @ $9.55 each 11,567.33 11 4000.397 shares Principal MidCap Blend A @ $9.30 each 37,203.69. TOTAL (Also enter on line 2, Recapitulation} ~ 3 593.1 (lt more space is needed, insert additional sheets of the same size) REV-1508 EX + (e-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER MARJORIE W. BEERS 21 09 6312 Include the proceeds of litigation and the date the pproceeds were received by the estate. All ~rooertV iointN-owned with risht of survivorshia must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i. 1997 Lincoln Continental w/ Kelley Bluebook value 1,950.00 2 PNC Bank-Checking Acct #5140003687 40,198.96 Princ. $40,198.96, Int. $1.10 3 PNC Bank-Checking Acct #5140003687 -Accrued Interest 1.10 4 PSECU-Checking Acct S04 9,765.75 Princ. $9,765.75, Dividend $.32 5 PSECU-Checking Acct S04 -Accrued Dividend 0.32 6 PSECU-Regular Share S01 7,665.43 Princ. $7,665.43, Dividend $1.26 7 PSECU-Regular Share S01 -Accrued Dividend 1.26 8 US Treasury-Civil Service check 1,787.86 TOTAL (Also enter on line 5, Recapitulation) ~ ~ (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (e-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ESTATE OF SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER MARJORIE W. BEERS 21 09 6312 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY Iwa.uoEnlEwwEOFTHETPANSfEHEE,THEIRRELATION6HIpTODECEDENTAND TNEDATEOFTWWSFERATfACHACOPYOFiHEDEEDFORRFN.ESTATE. DATE OF DEATH VALUE OF ASSET 960FDECD'S INTEREST EXCLUSION nF~ucaelE) TAXABLE VALUE ~ PSECU-IRA Share S06 5345.07 100. 5,345.07 Princ. $5,344.19, Int. $.88 beneficiaries are Rebecca B. Lingenfelter and Joseph Beers 2 Sovereign Bank-IRA Acct #0358005304 727.05 100. 727.05 Princ. $726.44, Int. $.61 beneficiaries are Rebecca Lingenfelter and Phyllis Williams (predeceased decedent) TOTAL (Also enter on line 7 Recapitulation] ( S 6, 072.12 (If more space is needed, insert additional sheets of the same size) I;EV-1511 EX + (10-06) SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & fNHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARJORIE W. BEERS 21 09 6312 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. ~ FUNERAL EXPENSES: Trinity Lutheran Church-funeral luncheon 198.77 Rebecca Lingenfelter-Reimb for fun exp, grave etc 2,425.00 Parthemore Funeral Home-funeral expenses 10,817.57 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Street Address City State Zip Year(s) Commission Paid: 2 AttomeyFees David H. Stone, Esquire 20,000.00 3, Family Exemption: (If decedents address is not the same as dalmanrs, attach explanation) Claimant Street Address Chy State Zlp Relationship of Claimant to Decedent a. Probate Fees Register of Wills, Cumberland County 618.00 5 ' Acxountant's Fees 6. l Tax Retum Preparers Fees ~, PNC Bank-service charges 6.00 2 Register of Wills-short certificates 28.00 3 Sovereign Bank-service charge for date of death values 20.00 4 US Treasury-paymt of 2008 1040 return for dec. 13.62 5 Allstate Insurance-property insurance 356.54 6 Allstate Insurance-car insurance 365.51 7 PAWC-water service at property 34.61 8 Check written but not cleared before death 164.05 9 PAWC-water service at property (direct payment) 33.81 10 PAWC-water service at property 36.03 11 Stone LaFaver 8~ Shekletski-Reimb on advertising (Cumberland Law & Patriot News) 223.17 12 Texas Vitai Records-death certificates 42.50 TOTAL (Also enter on line 9, Recapitulation) 5 41.699.35 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARJORIE W. BEERS 21 09 6312 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses 8< Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 13 Mail Room-services rendered 21.00 14 PAWC-water service at property 35.79 15 PAWC-water service at property 27.86 16 PAWC-water service at property 24.50 17 PAWC-water service at property 24.16 18 PAWC-service at property 40.30 19 Mark McCauslin-lawn care at property 132.00 20 Home Depot-paint for property 135.95 21 Mark McCauslin-lawn work at property 132.00 22 Sadler Oil-service at property 199.90 23 Rebecca Lingenfelter-Reimb on home repairs 423.45 24 Mark McCauslin-lawn care at property 132.00 25 Mark McCauslin-lawn work (snow) 99.00 26 Mark McCauslin-lawn work (snow) 78.00 27 Rebecca Lingenfelter-Reimb on home repairs 74.96 28 Rebecca Lingenfelter-Reimb for home repairs 111.18 29 Mark McCauslin-lawn work at property 165.00 30 Bonnie K Miller, t/c-real estate taxes on property 1,821.68 31 Verizon-service at property 22.18 32 Lower Allen Twp-services at property 96.00 33 Verizon-service at property (direct payment) 21.41 34 PPL-service at property (direct payment) 41.85 35 Verizon-service at property 21.32 36 PPL-service at property 30.04 37 Verizon-service at property 21.32 38 PPL-service at property 26.60 39 Lower Allen Twp-service at property 96.00 40 Sadler Oil-service at property 412.39 41 PPL-service at property 26.49 42 Verizon-service at property 21.25 43 PPL-service at property 21.63 44 Sadler Oil-service at property 405.96 45 PPL-service at property 24.66 46 Lower Allen Twp-service at property 97.95 47 PPL-service at property 31.46 48 Sadler Oil-service at property 604.53 49 Verizon-service at property 21.38 50 PPL-service at property 63.02 51 Register of Wills-filing Inheritance tax return and Inventory 30.00 52 Reserve for closing expenses 500.00 SUBTOTAL SCHEDULE H-B7 6,316.17 1ZEV-1512 EX + (12-03) SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES ~ LIENS RESIDENT DECEDENT f ESTATE OF FILE NUMBER MARJORIE W. BEERS 21 09 6312 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, Including unreimburaed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~ Spirit Physicans Services-services rendered 81.07 2 I Phillips & Cohen Assoc-services rendered ~ 149.00 3 I Pharmerica-services rendered ~ 211.70 4 I Pharmerica-services rendered ~ 7.00 5 (Golden Living West-nursing home care ~ 2,896.37 TOTAL (Also enter on line 10, Recapitulation) 13 3 345 14 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER M4R_I[1RIF W RFFRR 21 O9 6312 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [indude outrgM sp)]usal distributions, and transfers under Sec. 9116 a 1.2 1. JOSEPH C BEERS TRUST Linea 1 100,000.00 236 WINDING WAY CAMP HILL, PA 17011 2 REBECCA B. LINGENFELTER Linea 1 784,815.72 236 WINDING WAY CAMP HILL, PA 17011 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) !j 5•rcrvr:. I..~N.~vr:[t & ti~u:K[.r:r~x[ , ATTORNEYS AT LAW ..---.Ra~E~IDGE STREET xr•.w c:rausr•.Hr..~~u s•.~ s7<-7c~ i„~y C7 C O ~' w _Y,1 : : . ~ `~ = f7'1 1 ~-'~i ~1 `` ' ~ ~ lD ~ t '; ;4) f`7 ~ ~ Q ~» < t ~ ~ • LAST WILL AND TESTAMENT c ~C ~ r `? ~ - _ _~ ~ OF ~ _ ~ !`i"1 MARJORIE W . BEERS °b ca "~ ~ `-r ?, 1`~iARJORIE W. BEERS, of Lower Allen Township, Cumberland County, PF~nnsylvania, declare this to be my last will and revoke any will nrevi.rnis.ly made by me. ~mFr,I I: Z direct that my Exc~~.~~.~tor herein~~ftt>>: r,~Im~:cl 51~.~:~~1.1 i,a~l .zll n,y jJ.JSt debts and f?~neral expenses as soon as conveniently may be ci•-;ne after my der_ease from the residue of my estate. ITEM II: I bequeath the sum of $100,000.00 to the Trustee l_~=r~ i.n.~lfter named, IN TRUST, for my son, JOSEPH C. FREERS, to hold, rn~iri.:ige, invest and reinvest the share so received, and the accumula- t. ~ ,r; ," ncome t'ri~~re~~n . The Trustee shall distribJ~te so much of the in~~~.:m~~ .end rh~=? principal of the trust as the Trustee shall in its sole ~:r;ri ,=:x~s~~lute clisc.r~tion deem advisable for the support cif my son, 7c);,EPH ~ BEERS, after takin~~ into account all other available - -~!7J1~-'r. ,~?lci .;_;ilit~i'.~ :it 1nCOme ]r2c''I.UdlnC1 entlttE'm~~nt t.~~ Cjc~Vf',rnmt?nt }„-:,.-:ri is ~Jx:%1 ,~.-~ :~?:i;~~l~~ment~zl Security Income, iti1t~,-li-.. ~1 ;_>.=;ist.:i~~:~, ~-?nNr-11 Assistance, AFDC, Food Stamps, Mental Fiealth%Nlental f'.t?'' :.';•3~iJC? ~~~rV1C:P3, C:hlldren and YOl3th SerV1Cc?S, ~.~Ot`~~tlOncll I?.°1;.-i.1 :, Lt 1~1i:•;? t?L~irlr?S, ~ttP_nd3nt ~.~3re, Or an`~/ ~~ti'1?r typ,-' i~f •JC~Vern- ^'~~il^. };?'':F ?"1 ~. _ •~;^~Iii: t?.~ ,~n~~i dlSi~ 1nClU;altl c~ 1nC~iIT:2 ~JI t', 1"2?.l~l~?-31 r ,, , available nor my son from the Marjorie W. Beers Trust. It is my intent that this trust shall supplement and not supplant otherwise available government benefits. Upon the death of my son, JOSEPH C. BEERS, the then remaining principal and accumulated income shall be distributed to my daughter, REBECCA B. LINGENFELTER, provided that she is then living. If my daughter, REBECCA B. LINGENFELTER, is not living upon my death, then the remaining principal and any accumulated income shall be distributed to my granddaughters, AMANDA LINGENFELTER and MEREDITH LINGENFELTER as set forth herein. It is my intent that, to the extent possible, MEREDITH LINGENFELTER'S share shall be increased to offset any monies my granddaughter, AMANDA LINGENFELTER, is to receive from the Marjorie W. Beers Trust. My intention is that AMANDA LINGENFELTER and MEREDITH LINGENFELTER are to receive, to the extent possible, equal amounts from this TRUST and from the Marjorie W. Beers Trust. ITEM III: I devise and bequeath all the rest, residue and remainder of my estate of every nature and wherever situate to my daughter, REBECCA B. LINGENFELTER, or to her issue, per stripes. ITEM IV: I appoint my Executrix and her successors guardian of any property which passes, either under this will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this ap- pointment of a guardian shall not supersede the right of any fiduciary Page 2 of 5 in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I appoint my daughter, REBECCA B. LINGENFELTER, Trustee of any trust created under this my Last Will and Testament. I direct that my daughter, REBECCA B. LINGENFELTER, shall have the right to appoint a successor Trustee in her sole and absolute discretion. ITEM VI: I appoint my daughter, REBECCA B. LINGENFELTER, Executrix of this my last will. ITEM VII: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of hislher duties in any jurisdiction. IN WITNESS WHEREOF, I, MARJORIE W. BEERS, have hereunto set my hand and seal this r~ day of ~ )(le 2005. ' ~ ~ ~~- Lfi' -ILL, RJORIE W. BEERS Page 3 o f 5 SIGNEb, SEALED, PUBLISHED and DECLARED by MARJORIE W. BEERS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of u~.,s who at her request, in her presence and in the have subscribed our names as witnesses. Address Witness COMMONWEALTH OF PENNSYLVANIA: . SS: COUNTY OF CUMBERLAND Address I, MARJORIE W. BEERS, the 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 this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. ,~ L ~~ ~ ~-~-~ JORIE W. BEERS Sworn to or affirmed to and acknowledged before me by MARJORIE W. SEERS the Testatrix, this cormneoNwEaut~ of t~r~snvaN~a NOTARIAL SEAL DANIEL M. HAATMIW, Notary Public New Cumberland 8oro., Cumberland Co. h1y Commisswn Expires Jan. 21, 2009 y o Padre 4 of 5 X005. Notary Public COMMONWEALTH OF PENNSYLVANIA ~ SS: COUNTY OF CUMBERLAND We, ~~~yAn ~`~ 1'~~ and , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influe Sworn to or,1affirmed to and ackn edged before me by .~ ~~.Q and ~.~. ~.-~~~ , witnesses, this _~ day of ~-~„~ _, 2005 _ . ~- _ ~ 1 - ~..._._._____ ~ i COMMONWEALTH OI: PENNSriVANtA Notary Pub 1 i c NOTARIAL SEAL DANIEL M. HAATMAN. Notary Public New Cumberland tioro., Cumberland Ca. My Comml~on Expires Jan. 71, 2009 Page 5 of 5 Witness 48500041046 REV-485 EX (1-07) SAFE DEPOSIT BOX INVENTORY PA Department of Revenue PLEASE U8E ORIGINAL FORM ONLY Social Secunty or Death Certificate Number Date of Death County Code Year File Number ,,,,~~ Decedent's Last Name Suffix First Name Mi ~.8 ` E~ E R S ~ ~,~~~ ..s ~ ~,,~ ... ,~,~~ ,~ _._ __ _ ©ADDRESS OF DECEDENT STREET: 419 Candlewyck Road __. _ __ ___.I CITY: STATE: ZIP CODE: ~ Cam Hill PA 17011 NAME AND ADDRESS OF PERSON REQUESTING 7HE OPENING OF THE SAFE DEPOSIT BOX NAME: T David H._Stone_~E =q,.__ ___ _ _ _ STREET ADDRESS: 414 Bride Stree ~ CITY: STATE: ZIP CODE: 17070 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSONS} PRESENT AT THE 80X OPENING a. NAME: Rebecca B. Lingenfelter RELATIONSHIP: __ ~ g~{~>,~ STREET ADDRESS: CITY: ~ r~ STATE: ZIP CODE: 236 Winding Way ,---------------- ~F-~ii1L- Pa? ~ ~ 0~1----- i b. NAME: V RELATIONSHIP: STREET ADDRESS: CITY: STATE: ZIP CODE: I, e. NAME: _ _~ -.._. __ -- -. -_---- RELATIONSHIP: ~ --- STREET ADDRESS: ---------- -- -- i CITY: STATE: ZIP CODE: NAME AND ADDRE88 OF FiNANC1At INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME: i Citizens Bank STREET ADDRESS: 1510 Cedar Cliff Drive NAME OF PERSON MAKING LAST ENTRY DATE OF CONTRACT TO RENT 80X ~~ NUMBER OF BOX CITY: STATE: ZIP CODE: t 1 7 01 L1-_ DATE AND TIME OF LAST ENTRY 2/2/1988 @12:40 TITLE UNDER WHICH BOX 13 REGISTERED NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX ~- ~ a. NAME: iarlLgCl_ QCt~ 1-9$7 b. NAME: ur 6~ Mari orie Beers STREET ADDRESS: STREET ADDRESS: __ 41.9 Candlewick Road _____________ ---------- -- -- -- _ - __._._ . ,~------ - -- ----- f CITY: STATE: ZIP CODE: CITY: STATE: ZIP CODE: Camp Hill PA _ _17011 I NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY David H. Stone Es . WAS A WILL IN THE BOX7 ^ YES ® NO If yes, a. Data of will ~ b. Name and address of p~raonal repreaentatlva, if named in the will NAME: STREET ADDRESS: CITY: STATE: ZIP CODE: ~ ` I _ _ _. __. _._ _ _. _ - - -~ ---- -- -- I c. Name and address of attorney, if any ; NAME: ' i STREET ADDRESS: CITY: STATE: ZIP CODE: 48500041046 48500041046 J SAFE DEPOSIT BOX INVENTORY Page Of _ REV-485 EX INSTRUCTIONS (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. (8) All other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG, PA 17128-0601 ITEM NO. ITEM DESCRIPTION 1 Deed #6604 to Rolling Green Cemetery Plot, 4 lots, Lot 539, Block B 2 _ 4__Prudential__Insurance ..Policies.-_#N~Q_6701 f.2$~Ma~j-Q~ie-B:aer - #M48239099, Marjorie Beers -- - -- - - #MOG984585, Joseph Beers II -~--- -----------_- -------- #M49716225, Joseph Beers, II --- 3__ Deed -_419 Candlewyck Road,_Camp_Hill, PA -purchase price #27,000 ICE EN L OF ERJURY THAT THE ABOVE RECORD t3 PERSON RECEIVING COPY OF C RECT AND TO E BEST OF MY KNOWLEDGE AND BELIEF. SAFE DEPOSIT BOX INVENTORY: SI A SIGNATURE PRIN NAM PRINT NAME AND CHECK APPROPRIATE BOX BELOW: ~~ J PRINT TITLE DATE CHECK APPROPRIATE BOX: Executor(trix) ~ Admirnstrator(Mx) ~- ~~ ~ ~ . \ L ..1 ~ Estate Representative ~ Jant owner of safe deposd box NOTE: Attach ditional 8'/:" x 11" sheet(s) if necessary or use duplicates of this page of form. The t~partment is authorized by law, 42 U.S.C. §405 (c)(2)(C)(i), to require disclosure of Social Security numt~ers in connection with admiNstering state tax laws. The Qepartment uses the Social Severity number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements mrth Federal and kcal tawng authorities. The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for o~rtial purposes. TaxDB Result Details Page 1 of 1 Detailed Results for Parcel 13-24-0807-131. in the 2004 Tax Assessment Database DistrictNo 13 Parcel ID 13-24-0807-131. MapSuffix HouseNo 419 Direction Street CANDLEWYCK ROAD Ownerl BEERS, LUTHER S & MARJORIE W C/O PropType R PropDesc LivArea 2016 CurLandVal 37790 CurImpVal 145170 CurTotVal 182960 ~ ,a~p CurPrefVal Acreage .38 CIGrnStat TaxEx 1 SaleAmt SaleMo SaleDa SaleCe SaleYr DeedBkl?age 0022K-00791 YearBlt 1960 HF File Date 01/11/2005 HF_Approval_Status A ~~. ~V httn~//taxdh.ccna.net/detaile.asn?id=13-24-OR07-l 31.&dbselect=l 6/16/2009 Made the ~ `ham day of in the yeas one thousand nine hundred and Sixty-seven (19671 Between HARRIE Pe BRAGG and JOSEPHINE B. BRAGG, his Wife, of Reading, Bsrks County, Pennsylvania, Grantors - AND - LUTHER 3. HEERS and MARJORIB_W.._BEBR~, hi s,tgfe of New Cumberland, Cumberland County, Pennsylvania, Grantees Witnesaeeh. that '1'W~~~ THOIISAND GDO e0D Do(lua, ----- -- ~~ TM 7JA ( ~7 a ~ ----- ---- in hand paid, the meipt wheceof u hereby acknowtedaed, the tsid Gsaatofa do 6erehy grant and grey to the avid Grange a Ai,L that certain lot or piece of ground with the buildings and improvements thereon treated, situate in the Township of Lower Allen, County of Cumberland, State of Pennsylvania, described in accordance Toth the Plan of lots entitled "Station No. 4" Allen- dale Development Corporation, made by Damon sad Foster, Civil Engineers, Sharon Hi11, Pennsylvania, dated November 27, 1959, revised March 24, 1460, and reaorded is Plsa $ook No. 11, page 30, as Lollowss BEaINNINd at a point on the Easterly aide o? Candlexyak Road, a aid point being Sevsa Hundred Eighty-eight and ninety-four ons- hundrsdths feet measured Westwardly and Southwardly along Candle- wyak Road froltr the Westerly terminus of a Twenty-five feet radius curve xhioh donaeots Candlewyck Road and Allendale Way; thence extending along Lot No. 102, on said plan, North, seventy-four degrees, aevsnteen minutes, forty-four seooada East, one hundred forty-three and four one-hundredths feet; thence South, twenty degrees, thirty-five miaut6a, East, one Hundred tea and forty one- huadredths f~ilt to a corner of Lot No. 104 on said plan; thenas along Lot No. 104, South, seventy-four dt.grses, seventeen minutes, forty-four asaoads Weat, one hundred fifty-two and forty-three one-hundredths test to a point on the Easterly aide of Candle- wyck Road; thecae along the same, North, fitteen degrees, torty- two minutda sixteen seconds Wsat, one hundred tea feet to the point and pace of BEGINNINf}. BEING Lot No.'103 oa the aforesaid plan. House Noa 419 Candlewyck Rtfad. BEING the acme premises which J. Eric Jones and Janet L. Jones, his wits, by their deed dated July 16, 19b3 and reaorded in the Offias of the Recorder of Deeds in and Por Cumberland County in Deed Book "X", Volume 20, Page 403, granted tad oonveyed unto /. Harris P. Bragg and~'oaephine B. Bragg, his wife, Grantors herelaa G (1~'-< ~-'+r- re.~rhin o(~S~s~~/li-Gf~-t~ School Dist. Cumb, Co., Pa.. Comb: Ce., Pe. ,, k 1 X Red Eatah Ganaler Taw ~ Red 6tM Traesb, Tea D.t. T: /Y.G:7 Amt.l~.1.~. Dare 11.':!{':y;l.. Amr./,.35,.°x,. ~ ~: Cum-. Ce. 01st. GI, A9R. Cumb. G. Disi, Cel. Aar. ...~I 1 r. ~ 1. t ~~. ~, e' r ~ t...:; t BC01(I~;2`,ZPACE ~gl :_ xca,;,,,g; AND the aald Grantaq Wlll Warrant Qeaerolly the property hereby tanveyed. IN W1TN63S WHHRHOF, dts ,aid Graamte ha ve heeetmao eat C he 1 r hand a utd seal a the day and year fire above wrieten. _. Signed, Sealed and Delivered ~ ` / ~... ~........`J..~.. ......~.. ..........._ (SEAL) ' /in/the preacntt/o~f ~ ~ ~_,,F-t~rw,e. r~... ~/f..4l.f,~!..... (SBAL) v .~CGCcs.~..l.~...RYt.dSN ~ _ V d (SEAL) ! _ (SEAL,) _. _............ _ (SEAL) COMMONWEALTH OF PENNSYLVANIA SSs COUNTY OF ~~ ^+ tpµniu. ``~ +cS p~,,,y~ the ~ •1 ~'~ day of A. D. 1967 ,before me :' Q' •• t:1'. -~ ~~' % a No~ry Publ ie du usdesdpted offita, Peh~Y vt:.;~"u~~4~ , ie P. Bragg and Joaephlne B. Bragg, hie wife _ ~ : `; •'~;, : known m rue, (or aaeisfaetorily m : ~~;q~ lie; ~peraona whose Hamm are subaaibed m the within inaerumrnt, and :~y.lknovv{dd ,~' t heJ eseaared the same for the pttrpe... rheum eanmin.d. , ~ iti• ,Nl~ r~~~ WHHREOF, I hereunm an my hand and offielal and. '~•'~°rAaY ~..~• . ,NOTARY PUBLIC _ ~ ~~ _._ .....,.My.t;mimittlm..Eapitq..QtJuAa...0...1462 ........................ _................. Hrritbur4 Pa Tneaa(h~E1weY . I HEREBX~~/ psaeue reu. ;derv ^ of the Gea~er• ~X~ (ji-~ .............1_/~~~ • ~ _. ~ . . ~a~ ~~d ~ ,.4a ~ q ~ ; V p wi ~i~ o, ~ b ~ ~'' ~ , ?I ~ ~ _ ,aa ~ an- ~ ~ ~ H ~ ~ ' ~ o s wi ~pi o ~, QyQ {cam a ~ ~~ ~ ~ ~~ ~ _ = ~ 'dpi ~ ~~ ~b 9 ~ ~ a ~ . r~ ~ ~°~ ~ o ,~ ~~`~ 0 ~i t~trs o 8 F ~• OUP Fa a~ t$ r oM~ n?a o! COMMONWHALI'Ii OP_FfiNNSYLV Recorded on thL ~ ~~~ day of / ~~t~ A. D. 1r4/p6~, is the Rerorder i Office of the acid Couary in Deed Hook / ~ Volume VUUVVV ~ ~ Pap / f f Given undec my head and the seal of the said Office, the date above tariteen. , ~~ .._ ......... ~t .........'. ~/~""`-~'~/ Reorder Bao,l ~zzP~ ~s;~ American Funds Washington Mutual A (AWSHX) -Mutual fund chart -MSN Money Page 1 of 1 money Fund: AWSHx alt _ _... __ ~I M{pe Returns _ _ _. Fund Portfolio Too 25 Hddinps _ ( /~ ~ V 1 5O ~jQ U ` ~ V. _ . _.. Advisor FVI Purchase Info . .... ~.. y~. . 3 (~ ~ a ~ :~ ~1, :7~ x s ~G c73 : z::? ~ Guided Research _ _ . . .. . . s s Research WiuM ..... _ . _.... .. _.. . Too Performers _. _.... Easy 5[reener (/ J~ ~ S ~ Deluxe5creener _ _. _._ _ _ . _.. % j ` Fund Power Searches _. _ _... .... _ ..... _....... . .. 401(klOukkCheck ... . _. _._ _ __.... Raleted Links Cwote Watchlist __ _ _ _ _ _. __. __ __. _. _.... ... Retirement Planner -- More on Retirement _. __ __ _... _ _ .._... _.... __.._. Capital Gams AnaNsis FOREX com ~ ~ { ~ I ~Q~ /` .'t ~ y rc ._-...... ,.....,. r'.r RAH N[uA1#r lL[ ~ Add ro waatvst ~ And to MsN Gist ~ rrhn report , _ Dew Chart tor: ;AWSHX ; Go ._., Download the MSN Money Investment Tooltwoc Previous Cbse: 22.25 advatisemenl EeStem Time laarn haw to use American Funds Washington Mutual A SlOCk °, - thdFt$ Date High Low Open Close Yplume .+. 6/15/2009 20.8900 20.8900 20.8900 20.8900 0 6/12/2009 21.4100 21.4100 21.4100 21.4100 0 6/11/2009 21.3600 21.3600 21.3600 21.3600 0 6/10/2009 21.2000 21.2000 21.2000 21.2000 0 6/9/2009 21.2100 21.2100 21.2100 21.2300 0 6/8/2009 21.1700 21.1700 21.1700 21.1700 0 Data providers Copyright Cd 2009 Thomson Reuters. Click for Restrictions Quotes supplied by interactive Data. Page generated 9/3/2009 12: L0 PM Fastem Time MSN orivaty 4e4a1 v r i R~ Z~r9 M~c.+ascR http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 9/3/2009 Delaware Tax-Free PA A (DELIX) -Mutual fund chart -MSN Money Page 1 of 1 m_ oney Fund: DELIX ~4 -~a- v9 x:5`3 _ Fund Portfolb Too 25 Fbbinas /_ 4 ~~~ 5 ~ U 1 ~`+~- ~. J ~ .... _.. _... _. ~... _... PurUase Info Guklad Research Research Wiurd _... __ r ~. ~ ~ ~ ~ ~ _ .. .. ...... ~ ~~ X ~ ~ ~ Find Funda Too Performers D L _. f o Easy Screener Delu~e Screener _ _ ~ / - / / Fund Power Searches .. _. _. ... _. ~~ ~ r ~p Planning _ __ _ _. _ _ 401(k) Oukk Check Related Links _ _...... apre watd,rst Expert Picks __ _. Retirement Wanner _ More on Retirement ___ _____ _ _......... CaoRal Gams AnaNsis FOREX. com ~ ~ /' ' ®. ~~luNnee~os j ~ ~~~ ~~ S _ :~ ttt~s ~;~? Add To Wa[chltst ~ Add m MSN lb't ~ Print n~drt Dew chart for: iDELIX .............................. Go Download the MSN Money Investment Tooltwx advetisement Previous Ck>se: 7.81 Easrem Time "`~~ ~`~ Leun how to usr SZOCk ~ Delaware Tax-Free PA A ~ . charts ~;,;,,, Date Nigh Low Open Close Volumt _ 6/15/2009 7.5300 7.00 7.5300 7.5300 0 ~ 6/12/2009 7.5300 300 7.5300 7.5300 0 6/11/2009 7.5200 7.5200 7.5200 7.5200 0 6/10/2009 7.5400 7.5400 7.5400 7.5400 0 6/9/2009 7.5700 7.5700 7.5700 7.5700 0 6/8/2009 7.5900 7.5900 7.5900 7.5900 0 Data preriden Copyright ®2009 Thomson Reuters. Click for Restrlctbns Quotes supplied try Interactive Data. Page generated 9/3/2009 12:06 PM Eastern Time MSN orivacv L I dvert se RSA Z~~u9 hLUDSCR i http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 9/3/2009 Mar 85 2818 11:11:38 18662328113 -> 7743869 Merrill Lynch Page 881 Merr~l~ Lynch FACSIMILE COVER SHEET TO tine burkey AT FAX 17177743869 FROM Merrill Lynch SENDER Gwyn Wertz DATE Fri Mar 511:10:38 EST 2010 If the transmission is incomplete or illegible, please contact the sender. CONFIDENTMLITT NOTE: THE INFORMATION CONTAINED IN THIS FACSIMILE TRANSMISSION IS CONFIDENTIAL AND IS INTENDED ONLY FOR THE USE OF THE ADDRESSEE NAMED ABOVE. ADDITIONAL RESTRICTIONS AND/OR LIMITATIONS MAY APPLY TO THE USE AND/OR CONTENT OF THIS FASCIMILE. SUCH RESTRICTIONS AND/OR LIMITATIONS, IF APPLICABLE, ARE DESCRIBED IN THE ATTACHED DOCUMENT. IF THE RECIPIENT OF THIS FASCIMILE IS NOT THE INTENDED RECIPIENT, YOU ARE Wl?REBY NOTIFIED THAT ANY RETENTION, DISSEMINATION, DISTRIBUTION OR COPYING OF THIS FASCIMILE IS STRICTLY PROHIBITED. IF YOU HAVE RECEIVED THIS FACSIMILE IN ERROR, PLEASE IMMEDWTELY NOTIFY US BY TELEPHONE AND DESTROY THE ORIGINAL TRANSMISSION. No of Page(s) (including this page) 3 3ubjsat bNrs ~stats Tina, Here is the cost basis you requested. Please contact me if you recd anything else. Gwyn Wertz Client Associate 214 Senate Avenue Suite 501 Camp Hill, PA 17011 gwyn Wertz d~nl.com email 717-975-4638 direct 800-937-0735 toll free 866-232-0113 fax 872/HA Mar BS Z81B 11:11:49 18662328113 -> 7743869 Merrill Lynch Price Single Security price Multiple Securities/List ,Pricy Mult#ple Securities ,Symbol ~.~ I ___ W~._-.~ Dete o6/i3i~oo9 _. FlexMonltor.6EERS ~ .,~ H5Y-U5,USD,NORM '~eturn unadjusted pMCas for mutuAi funds MALOX-O,USD,NORM '~ Page BB3 ',06/13/2009 Ad~ueted Stock Pricing/ Unadjusted Mutuat Pund Pricing Symbol Cor»pany Name CUSiP Date Close High Low Volume MRAXX- READY ASSETS PRIME: MONEY 75573L102 06/12/2009 0 0.0$ 0,0$ 51 O FD HSY-US HERSHEY COMPANY (THE) 427$6G108 06/12/2009 35.39 35.45 3a.9 5$0972 MAtOX- BLACKROCK GI.BL ALLC FD G9281t"~09 06/12/2009 16.23 16.23 16.23 0 O (I) ~_uS EATdN VANCE TAX 2782$Gt07 ADVANTAGED 06/12/2009 12.86 12.67 12.58 207$75 NPM-US D zEEN PRE:M INCOME MUN 67063W102 Ofi/12/2009 12.05 12.23 11.92 45061 F ~4~~0.Q o ~S ~`US "3s~y5 ~3~-9~ ~ '1o.3s ~- ~ ~` 3s.1`l~ ~-~. I~to~~ . a~ A _q4 ~ i s~ ~ ~ 53 , ~.~.7. `t3 ~-~- s1, ~ ~ o s1~s $0~~ . 7s NPm-~ 1a.~~ `~ ~a.v9s lp ~ va ----~- ~-- ~ ~s Pagc l of t MFS Municipal Income Al (MMIDX) -Mutual fund chart -MSN Money Page 1 of 1 money Fund: MMIDX h 4~4 (Tarts Returns ~ _ -l a -- b 1 7. ~ "7 ___ Furl Portfolio ~.~ Too ZS Moldings.. Advlsw FYI _. T ~ ~/U _ ~ ~,._ O ~. . .. Guided R research h d /~ ~.J •~ ~ s ! , ~ /~ ~ l~ /. ~ J - ~O +C / ~ Wirar Researc Find Funds. _.___ _ _ _. . Too Performers _ _ _ _ . _ _ _. ..._ _ _. _ EaSV 5creener _ _. ~ _ .. Deluxe Screens Fund Power Search _ es /~ / 1 U ~ / Plannrnp _. ... _ ... 401fk) Oukk Check Related links _ __ _ ___ _ . Quote Watchli5t __ __.. gert Pkks E __ x Retirement PWnner _ _._ ......... More gn Retlremerrt _ CaoRal Gains AnaN sls _. __ . ~ ~ ~+ •/ i E~TRAC'~E J j ~, ~ ~ ____ , ~. MTI4M[f[e111Y1[i 4a IIIa1~ ~ zr Add 1'o Watchlkt `+~ Add to MSN List {~ Vrint rePmrt Dmw chart tor: ,MMIDX.,__, GO t Download the MSN Money InvesUrient Taoltxix Previous CbSe: 8.14 advetiseiment Eastem Tlme ~~ ~ Lawn how ro use E~TFIADE stock MFS Municipal Income Ai ,,. Ch8rt9 ; t ~~ ~, ai Date Migh Low gpan Close Vaiume ~ -~ 6/15/2009 700 7,00 7.8800 7.8800 0 6/12/2009 7.8700 7.8700 7.8700 7.8700 0 -`. W 11/2009 7.8700 7.8700 7.8700 7.8700 0 I ~. 6/10/2009 7.8800 7.8800 7.8800 7.8800 0 6/9/2009 7.9100 7.9100 7.9100 7.9100 0 ~' 6/8(2009 7.9300 7,9300 7.9300 7.9300 0 Data providers Copyright ®2009 Thomson Reuters. Click for Restrlctbns Quotes wpplied try Interactive Data. Page generated 9/3/2009 12:14 PM Eastern Time MSN orivacv level Advertise R,~ http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &DD... 9/3/2009 Vanguard PA Long-Term Tax-Exempt (VPAIX) -Mutual fund chart -MSN Money Page 1 of 1 money Fund: VPAYI( na ` - O , 5 8 - - - Fund Poitfolb Too 25 Holdings Advisor FYI ~ _ ~-~ 1 0 ~ s g : PUfChaSe fn(p . 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Page gene2[ed 9/3/2009 12:00 PM Eastern Time MSN orivacv t a ~ i R~ t:? 2^09 Microscft http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=B&compsyms=&D4=1 &DD... 9/3/2009 • Principal Discp Large Cap Blend A (PRMGX) -Mutual fund chart -MSN Money Page 1 of 1 money Fund: pRMGX 44~ Rebrms ~-~a _ 9:~ Fund Portfolb _. Too 25 Hddfnas ~ ^L ~ _ _ ~, C.~ __ _ __ _. Advisor FYI Purchase lnfo -' / f I ~ ~ ...1. ( f ~ a ^' ~ ~ Y ~ .S~ , Guided Rasasrch Research Wizard Rnd Funds _ _ / 9 / ~r_I ~ ` ~ (+ S~1J Tao Performers t [[[ 000~~~ _ _ _. Fund Sueener Fund Polder Searches Pl nning ..33....... :. S~ 7 ! l a 401(k1 Oukk Check _ ,, . ., Rdatad Links Ouote Watchlist __ _ _ Expert tacks Retlremerk Planner __ _ Mare on Retirement Caoilal Gakts Analysis s~. S~I.S~J ~ ~ AMt•IIITl1AO~ j iL'II~A~~• ohta~tltAOfs CU i AN ACCCtrt41' - .. A,plAkAb M ~ ~ '~ Aod To Watchtist ~ Add to MSN List ~} PAM report Draw Chart far: j PRMGX.__..'_' .................... GO adveytJSgnent Prevkxn Ckrse: 11.41 FaStern Time ", learn how to uw ' stock Principal Discp Large Cap Blend A charts Date High Low Open Close Volume >~:, ~, 6/15/2009 X4400 ,Q_44'0 9.4400 9,4400 0 ..- 6/12/2009 9.6600 9.6600 9.6600 9.6600 0 ~ 6/11/2009 9.6400 9.6400 9.6400 9.6900 0 ~T ', 6/10!2009 9.5700 9.5700 9.5700 9.5700 D `; ` 6/9/2009 9.6100 9.6100 9.6100 9.6100 0 r' 6/8/2009 9.5800 9.5800 9.5800 9.5800 0 Data providers Copyright ®2010 Ttgmson Reuters. Clkk for Restrktions Quota supplied dY Interactive Data Real-Time Servkxs. Page generated 3/12/2010 11:33 AM Eastern Time MSN divacv t ~ A~gry3g R~ 2oto rt~crosart http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &D... 3/12/2010 • Principal MidCap Blend A (PEMGX) -Mutual fund chart -MSN Money Page 1 of 1 money Fund: PEMGX ~~ N fr C~ u e .. 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Learn flow m w» S stack Principal MidCap Bland A „~ ChBftS / Date High Low Open Close Yolume ~+ 6/15/2009 9.2000 ~20tk1 9.2000 9.2000 0 -~ 6/12/2009 9;4000 9.4000 9.4000 9.4000 0 ~' f 6/11/2009 9.4300 9.4300 9.4300 9.4300 0 4~ 6(10/2009 9.3900 9.3900 9.3900 93900 0 , + 6/9/2009 9.3900 9.3900 9.3900 9.3900 0 ~ ~ ~~ (fir 6/8/2009 9.3700 9.3700 9.3700 9.3700 0 °~~ ~°~ for CapyrigM ®2010 Thomson Reuters. Cikk for Restrictions. Quobes suppBed by Interactlve Data Real-Time Servkes. Page gerwated 3/12/201D 11:32 AM Eastern Time i No account minimum Invest any amount Get a 550 bonus! ING.#~i: DIRECT MSN oriva[v LEI. vAd erou R~ ~`) 2010 Mrcrosort http://moneycentral.msn.com/investor/charts/chartdl.aspx?PT=8&compsyms=&D4=1 &D... 3/12/2010 snug. Ir. [uvy i[: ivriri rir~ Dt11Yt1 YIL-IV7-LI'+! iru, 1077 r~ ~~ ~ L~U1t~tG ~t~ Y~tAY August 17, 2009 David H Stonc, Esq. Stone I.afaver 8t Shekletski 414 Bridge St POBoxE New Cumberland, PA 17070 RE: Marjorie W Beers ssrt: 181-03-631z DOD: 06-13-2009 Dear Mr. Stone: In response to your request for Datc of Dcath (DOD) balances for the customer noted above, our records show the following: Checking Account Account # 5.1400036$7 ~ Established: 06-01-1960 MA1t.,TO1tIE W BEDS DOD balance: $ 40,198.96 + 1.10 accrued interest Interest paid 01-01-2009 thru 06-13-2009 $ 24.48 YTD Please note that this office provides'date of death balances for deposit accounts (1R4s, CDs, Checking and Savings). We do oot process any flaancial transactions or provide atatementa If you need assistance with any of these items, please call 1-888-PNC-BANK {1-888-762 22b5) or stop by yoar local PNC Bank branch office. Sincerely, National Financial Services Center PNC Bank, N.A. Member FDIC Page 1 of 1 ~ va.~. rig cvv, c+ rr~~.r PSEGik .>~NN'~1rR A MARICT.E C/O STONE 1.AFAVBR 8t SI~ICI,ETSKI 414 BR1bC3E ST PO BOX E NBW C[JMBERJ.AND, PA 17070 Dear MS. MARK[,fi: September 1S, 2009 Account # 01817~?CX.7f,XX VIA FAX 717.774.3869 I i nv, V7J i. L Tha following is the status of lviATtJO1tlE W SEERS'a account with PSECU as of the date of death. Joint Owner's Name NON$ Date ofDeath 06.132009 Data of Birth 02.19.1919 Share beseriptlo>n Open date Balsnee ,A,ccraed ]Dividend S O1 Regular Shares 10.28.1987 57,665.43 S 1.26 S 04 Chacldng 06.30.1999 9,765.75 0.32 S 06 IRA Shares"' 06.30.1999 3,344.19 0.88 #Desigaated lRA bene~ciarfes-Rebecca ~. Lir~enfelter, Joseph Beers The dfvidend earned frou7t rauuary 1, 2009 through the date of death was $26.17. The decedent kind 7pp loans with us. We do not have safe deposit boxes for our members. If you have a~ questions, please ca11234-8484 i~o~ Hturisburg or our toll-free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227. Sincerely, M 'e F Member Service Representative Finance Support Unit Pennsylvania State Employees Credit Union Morn Address; 1 CredA Unien Plooe, Harrisbu-p, PA 17110.2990 • 717.234.8484 • 800.237.7328 Moiling Address: P,O. Boot 67013, Horrisburg, PA 17106.70] 3 • 7] 7.777.2100 (TpD) • 800.x72.1967 {fDp) poiew.com Thu a»d~ unten u hdtxoty instxrd 6y rho Nauenal Cndi~ Union Admiribtrorion. Equol Opportunity lsndK f ~~ Sovereign MA1 MB3 02-10 Court Ordered Processing/Decedent P.O. Box 841005 Boston, MA 02284 October 13, 2009 Attn: David H. Stone Stone LaFaver & Shekletski Attorney at Law P.O. Box E New Cumberland, PA 17070 RE: Estate of Marjorie W. Beers Date of Death: June 13, 2009 Dear David Stone: Per your request, enclosed please find account information as of the date of death for the above-named decedent. Far your information, accrued interest in not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, Nicole Job U COP Spcciali~t III Decedent Department (617)533-1364 ~, Sovereign Bank ESTATE OF Marjorie W. Beers SOCIAL SECURITY #: 181-03-6312 DATE OF DEATH: June 13, 2009 Account #: 0358005304 Type: IRA Open date: 4/16!1984 In the name of: Marjorie W Beers Date of Death Balance: $726.44 Int.(YTD) from 1 /1 /2009 to 5/31 /2009 $6.04 Accrued interest to date of death: $0.61 Other Info: Primary beneficiaries: Rebecca Lingenfelter & Phyllis Williams -daughters Page 1 of 1 `~ 1997 Lincoln Continental -Trade In Value, blue book value -Kelley Blue Book Kelley Blue Book THfTRUSTED RESOURCE • ~. lili.i~Nll advertisement Page 1 of 2 Send to Printer ~ I III ~~~ PRI~~Af.1~/l/f'` 1997 Lincoln Continental Sedan 4D BLUE BUOK"~ TRAI}E•1N VALUE Condition value y fi~i~iiiiiiiii~iiii Excellent $2,750 Au~rage Good $2,450 savings of ~ Fair $1,950 (Selected) Vehicle Highlights Mileage: 56,000 Engine: V8 4.6 Liter Transmission: Automatic privatrain: FW D Selected Equipment Standard Air Conditioning Cruise Control Leather Power Steering AM/FM Stereo Dual Power Seats Power Windows Cassette Alloy Wheels Power Door Locks Dual Front Air Bags Tilt Wheel ABS (4-Wheel) Blue Book Trade-In Value Keiley Blue Book Trade-In Value is the amount consumers can expect to receive from a dealer for atrade-in vehicle, assuming an accurate appraisal of the vehicle's condition, mileage and features. This value will likely be less than the Private Party Value because the reselling dealer incurs the cost of safety inspections, reconditioning and other costs of doing business. Vehicle Condition Ratings Excellent ~~~ $2,750 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid teaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5% of all used vehicles fall into this category. Good ~; ~,;if $2,450 lily i~il~t~l1111~ Get Yraur free ()uotE .., ~,.. Close Window http://www.kbb.com/kbb/LTsedCars/PricingReport.aspx?Yearld=1997&Mileage=56000& Ve... 3/8/2010 r ~ }~ 1997 Lincoln Continental -Trade In Value, blue book value -Kelley Blue Book Page 2 of 2 • Free of any major defects. • Clean title history, the paints, body, and Interior have only minor (If any) blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle. • Tires match and have substantial tread wear left. • A "good" vehicle will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair (Selected) ~i+v3~'T-' $1,950 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor N/A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or crusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an Independent appraisal to determine its value. * Pennsylvania 3/8/2010 http://www.kbb.com/kbb/L1sedCars/PricingReport.aspx?Yearld=1997&Mileage=56000& Ve... 3/8/2010 STONE LAFAVEH &SHEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET DAVID H. STONE POST OFFICE BOX E OF COUNSEL GERALD J. SHEKLETSKI NEw CUMBEBLAND. PA 17070 CHARLES H. STONE ELIZABETH B. STONE JON F. LaFAVER www stonelaw.net TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3869 March 12, 2010 Cumberland County Register of Wills and Clerk of Orphans' Court 1 Courthouse Square sp ,4 Carlisle, PA 17013 '-'~~'' ° _: -U Re: Estate of Marjorie W. Beers ~~~~~ ~ Social Securit No . 181-03-6312 ~ ~ ~ ~ ~~~.; -:;1 File No . 21-09y0632 `~~ ~' ~ ~::;~;~~ '-~ ~ -. ~, .`_ ~ 7 ~ Q. ~ Greetings: d' Please find enclosed an original and one copy of the Inventory and Inheritance Tax Return in the above captioned estate. Please clock in the copy of the Inventory and send it back to our office with the receipts in the enclosed stamped addressed enveiope. Also, enclosed are two checks, one in the amount of $30.00 for filing the return and inventory, and one in the amount of $8,237.76 for payment of the Inheritance Tax. Please note that these documents are being sent United States Postal Service on March 12, 2010. Thank you for your attention and assistance in this matter and should you have any questions, please call our office. Very truly yours, STONE zJaFAVER & SHEKLETSKI ~,\Stone DHS/jam Enclosures Ca il- 1^.! ~~ ,~ ~ .~ ~_ t'1 i O ='= C "~ G7 `'` t~i v r. 0 ~ Q, ~ G ~ ' -' ~ L ~''~ .. R-- ~ ( " J 1 . , 1 LL C..~ ~_7 ~J } ~ -17 ~ ~~ i l J~~ `~ 1 , _ ~ ~~ s a ~ ~ v .~ iC/a O F Q W h LL i~ ~ ~ d i~ ~ N ~ N W Z ~~W~g LL ~y Q LL W 3~:~ N`L g~aav W o Z W 0 }.1 V ~ M ~ O 3 c~,~,~~w ~ O ~ ~ ~~ ~~ a~~~ w ~4 ` ~I .. t ~~ . ,~ ,~ ,, ~. ~~~ ~~ ~~