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HomeMy WebLinkAbout03-03-1015D56D41158 ,~ REV-1500 EX (06-05) OFFICIAL USE ONLY County Code Year File Number PA Department of Revenue 21 D 9 D D 6 2 2 Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 260601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Date of Death Social Security Number 11D-2D-3613 D5272DD9 Decedent's Last Name MULLE Suffix Dale of Birth D7271924 MI Decedent's First Name VIRGINIA G (If Applicable) Enter Surviving Spouse's Information Below Suffix Spouse's Last Name Spouse's Social Security Number Spouse's First Name M I THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ^ 3_ Remainder Return (date of death ^ a 1. Original Return 2. Supplemental Return prior to 12-13-82) ^ 4a Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required ^ . 4. Limited Estate ^ 7 death after 12-12-82) Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes Q- . 6. Decedent Died Testate (Attach Copy of Witl) ^ (Attach Copy of Trust) Credit (date of death t 11. Election to tax under Sec. 9113(A) ^ 10. 9. Litigation Proceeds Received y Spousal Pover between 12-31-91 and 1-1-95) (Attach Sch. O) D BE DIRECTED TO: CTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIA D F CORRESPONDENT - THIS SE ne Number Telepho DayI me Name 717-846-98D0 JOHN J• SHORB, ESQUIRE ~_; Firm Name (If Applicable) REGISTER OF 1Aj jtCl~S~1SE ONLYc~ ~ ~ STOCK AND LEADER ~1 t ~ f I^J First line of address ar ~~ L" ~ ~ ~''~ SUSQUEHANNA COMMERCE CENT ER EAST ~~~ ~ Second line of address WEST PHILADELPHIA STR ET, SUITE E6DD c~ = _~ -'; "CI .n DATE`FILED 221 State ZIP Code , City or Post Office pA 1,740 1,-2994 YORK -r' n ;-; ,_I ~'' f n <; .-t ~i.:_T ~_~ ;_, __ , _-~ ~~~ ~~ .7 ~1 Correspondent's a-mail address: J S H O R B fit S T O C K A N D L E A D E R• C O M Under penalties of perjury, I declare that I have arer olther than theupersonlaldrepresentatve islbasedhon all information of whichnpreparee has any knowledgeedge and belief, it is true, correct and complete. Declaration of prep DA~E _ .__ ,.~ r.~r,~r,~~ o~connislal F FOR FILING RETURN _ ;, ,1,,, ~; ;, `j L ;, ~--,~ ~? l/ /j ~"` C/0 221 W- PHILADELP SIGNATURE OF PREPARER OTHER THAN RE cT~rk AND LEADER BY~ ADDRESS Y 0_ R_~!~ r` ._ l.~ 401,-29 DAT ~ i 6D0 ` YORK, f A PLEASE USE ORIGINAL FORM ONLY Side 1 15 U 5 6 D 4115 8 6M4647 3.000 ., E6 ~.~ v,._. :~ E 4D1- 15D56D41158 J Ci, REV-1500 EX 1505642159 Decedent's Social Security Number 110-20-3613 Decedent's Name: RECAPITULATION 1. ~•~~ . .. 1. Real estate (Schedule A) 2. o•oo . 2. Stocks and Bonds (Schedule B) . . ~•~~ .3. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) • ..a. 0•~0 ....... 4. Mortgages & Notes Receivable (Schedule D). • .5. Bank Deposits & Miscellaneous Personal Property (Schedule E) . . Cash 5 46430.99 , . 6 Jointly Owned Property (Schedule F) ~ Separate Billing Requested 6 0-00 . 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 7 ~ Separate Billing Requested 8 9 9 3 8 •3 6 (Schedule G) 856369.35 .a 8. Total Gross Assets (toial Lines 1-7). • = • -- • .. 15 6 91, • 2 ], .......... 9. Funeral Expenses & Administrative Costs (Schedule H) . . g . 10 3229 • 40 . . Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)• 10 . • • • . 11. • ],892 •67, 11 . Total Deductions (total Lines 9 & 10) • ~ . 1z. . 837448 •74 12. Net Value of Estate (Line 8 minus Line 11) and Governmental Bequests/Sec 9113 Trusts for which 13 bl ~ • ~ ~ e 13. Charita an election to tax has not been made (Schedule J) . ' 14. 837448 •74 • , • . 14. Net Value Subject to Tax (Line 12 minus Line 13) ' TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or ~ ' ~ ~ transfers under Sec. 9116 a . ~ ~ 15. (a)(1.2) X .OIL 16. Amount of Line 14 taxable 837448.74 16. at lineal rate X .0~1-5 37685 •19 17. Amount of Line 14 taxable O . O 0 17. ~ • ~ ~ at sibling rate X .12 18. Amount of Line 14 taxable O • ~ ~ 1 8 ~ ' ~ ~ at collateral rate X .15 . 1s. 37685 • ],9 19. TAX DUE E BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 20. FILL IN TH 15056042],59 Side 2 6M4648 2.000 15056042159 REV-1500 EX Page 3 Decedent's Complete A~ s~ DECEDENTS NAMF_ f1ULLE STREET ADDRESS CUMBERLAND COUNTY CITY Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. CreditslPayments D • D D A. Spousal Poverty Credit 3 3 8 6 9. 31 B. Prior Payments 1, 7 8 2. 6 0 C. Discount File Number L D9 OD6 STATE Total Credits (A + B + C) 3. Interest/Penalty if applicable D•DD p. Interest ---- D • D D E. Penalty Total InterestlPenatty (D + E) 4_ If Line 2 is grea~''It nab x'nonlPage 23Lme 20 to rdequest a refulnd. the OVERPAYMENT. 5. If Line 1 + Line 3 is greater than Line 2, enter the drfference. This is the TAX DUE. ZIP (2) 55651 • 97, (3) D . D 0 (4) D•DD c5> - 2D3B • 28 (5A) 0• A. Enter the interest on the tax due. (58) 2053 • 28 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BNOCKS 1. Did decedent make a transfer and: ~ ^ a. retain the use or income of the property transferred; X b. retain the right to designate who shall use the property transferred or its income; c. retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? ~ : ' ^ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death ^ ^ without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ^ ^ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which X contains a beneficiary designation? • IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. 9116 (a) (1.1) (i)). ercent For dates of death on or afteThe statute does5not exemotta transferdto a suevnving slpousetf omftax.tand the statutory requirementsgopd sclosurerof(assets and [72 P.S- §9116 (a) (1.1) Ol 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 fro ercednt 72 P S ch91d 6~a)(~YZ)Ine years of age or younger at death to or for use of a natural paren , an adoptive parent, or a stepparent of the child is zero (0) p I 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)]. 1.3 A siblin is defined, The tax rate in 9102a as an ind'v dual whorhas at lea t o~etparent ~f commondwith the decedenWwhethe2)by bloodtor adoptio§g116(a)( )1 9 under Sectio 6M4671 7.000 REV-1506 EX+(6-98) SCHEDULE E BANK DEPOSITS, & MISC. VANIA CASH , COMMONWEALTH OF PENNSYL INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 09 00622 Virginia G. Mulle Include the proceeds of litigation and the date the proceeds were received by the esta e. st be disclosed on Schedule F i . p mu All property jointly-owned with the right of survivorsh VALUE AT DATE OF DEATH ITEM _ __ __ DESCRIPTION _ _.__ - NUMBER 5,915.27 M&T Bank, savings account no. 15004206202935 0.17 1 Interest accrued to 5/27/2009 8,322.25 2 M&T Bank, checking account no. 700007859 0.09 Interest accrued to 5/27/2009 18.19 3 Medicare Payment 14.95 4 County Meadows, refund 389.00 5 Loyalton of Creekview, refund 4,454.08 6 Genworth Financial, long-term care payment 16.40 7 IInclaimed Property, proceeds of claim 5,500.00 raisal) welry bequeathed to Zoe Mulle (per app J e g rling silver charm bracelet bequeathed to Robert A. t e g S Mu11e (per appraisal) items mentioned in Memorandum to Will were 110.00 All other adeemed. 45.59 I 10 Kunkel Surgical Group, refund 3,075.00 11 Jewelry, sold for 18,570.00 12 Jewelry, taken in kind 46,430.99 (If more space is needed, insert additional sheets of the same size) 3 W46AD 1.OD0 REV-15'IOEX+(6-98) SCHEDULE G INTER-VIVOS TRANSFERS 8~ COMMDNWEALTii OF PENNSYLVANIA ERITANCETAXRETURN MISC. NON-PROBATE PROPERT INH ------ RESIDENTDECEDENT _ FILE NUMBER ESTATE OF _ 21 09 00622 - Virginia G. Mulle 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. DESCRIPTION OF PROPERTY EXCLUSION TAXABLE IF APPLICABLE VALUE ITEM I~~DA OFTOWNSFFRRA~PLHACOPYEOFTF'EDEEDSORREALESDTATE~D VALUEOOFDASSET %INTERESDT1 NUMBE ~ Revocable Deed of Trust U/A dated January 17, 1991; payable upon death to sons, Robert A. 0.00 789,264.49 J. Mulle 789,264.49 100.0000 Mulle and Timothy 2 Wachovia Bank, IRA No. 257410060294564; payable to Estate 5,396.14j100.0000 I 0.00 5,396.14 3 Wachovia Bank, IRA No. 257410090523860; payable to Estate 4 Wachovia Bank, IRA No. 257410098948682; payable to Estate 5,600.391100.0000 ~ 0.00 9,677.341100.0000 1 0.00 TOTAL (Also enter on line 7, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) 5,600.39 9,677.34 809,938. 3W46AF 1.000 REV-1511 EX i (10-06) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN n~r~ncnlT SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS FILE NUMBER ESTATE OF 21 09 00622 VircTinia G. Mulle Debts of decedent must be reported on Schedule I. AMOUNT ITEM DESCRIPTION NUMBER A. FUNERAL EXPENSES: Musselman Funeral Home, Inc 3,871.72 1. funeral expense Total from continuation schedules 141.00 g. ADMINISTRATIVE COSTS: ~ Personal Representative's Commissions Name of Personal Representative(s) Street Address State ZIP City Year(s) Commission Paid. 9,730.25 2. Attorney Fees g, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address -- State ZIP City Relationship of Claimant to Decedent q Probate Fees 5. Accountant's Fees g Tax Return Preparer's Fees 7. 1 'Penn National Insurance 12.00 insurance on personal property Total from continuation schedules ' 1,936.24 15,691.21 TOTAL (Also enter on line 9. Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) 7W46AG 1 000 21 09 00622 Estate of: Virginia G. Mulle Schedule H Part 1 (Page 2) Item No. Description 2 gt, Andrew's Episcopal Church Flowers for memorial service Total (Carry forward to main schedule) Amount 141.00 141.00 21 09 00622 Estate of: Virginia G. Mulle Schedule H Part 7 (Page 2) 2 Stock and Leader File Inventory 15.00 File PA Inh. Tax Return 15.00 Add. Fee for Letters 45.00 File Release 5.00 Telefax Charges 3.50 Registered Mail 29.80 Cert. Mail Costs 30.20 173.50 Photocopy Expense 30.00 3 Stock and Leader Reimbursement for costs: Probate $ 87.00 Affidavit 10.00 Cumberland Co. Law Jo. 75.00 The Patriot-News Co. 263.28 Telefax charge .50 Postage expense 35.11 512.74 Photocopy expense 41.85 4 Robert A. Mulle 500.00 Reimbursement, jewelry appraisal 5 SF & Company 750.00 Accounting services 1,936.24 Total (Carry forward to main schedule) REV-15,2EX~112-oa, SCHEDULE pennsylvania DEPARTMENT of REVENUE DEBTS OF DECEDENT, INFIERnANCE: TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21 09 00622 Virginia G. Mulle Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed VALUE AT DATE OF DEATH ITEM DESCRIPTION _ NUMBER 1, 0 0 0. 0 0 1. Check written before death, cashed after death 2 Omnicare Pharmacy Service of Eastern PA 528.73 prescriptions 3 In Your Home Care 700.00 nursing care 4 Penn National Insurance 17.00 insurance on personal property 5 PA Department of Revenue 983.67 2008 PA income tax 3,229.40 TOTAL (Also enter on Line 10 Recapitulation) S If more space is needed, insert additional sheets of the same size. ewasAr+ z o00 REV-1513 EX+(11-OB) pennsylvania DEPARTMENT O`r REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF 1 SCHEDULE J BENEFICIARIES NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [InSe a 2116 (a) (1 ) jistributions, and transfers under Hobert A. Mulle B60 Crooked Stick Drive Mechanicsburg, PA 17050 Revocable Deed of Trust U/A dated January 17, 1991; payable upon death to sons, Robert A. Mulle and Timothy J. Mulle Inventory Value: 394,632.24 One Half of Residue: 21,342.13 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son 415,974.37 ierrc rncz nISTR18UT10NS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-150D COVER SHEET, AS APPROPRIATE. CIV I CR vv~v.~ ~ • ••••--~ ~ - NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 2113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN 1 B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTERTOTAi more spa a is Dneedeld,tinsert additionaEsheeOts of thelsa0me sOeER SHEET. FILE NUMBER AMOUNT OR SHARE OF ESTATE g 0.00 6W46A1 2.000 21 09 00622 Estate of: Virginia G. Mulle Schedule J Part 1 (Page 2) Item No. Description 2 Zoe Mulle c/o Timothy J. Mulle, Parent & Natural Guardian 300 Stonebridge, 2019 Center Street Cleveland, OH 44113 Jewelry bequeathed to Zoe Mulle (per appraisal) Inventory Value: 5,500.00 3 Timothy J. Mulle Mulle & Associates Inc. 300 Stonebridge, 2019 Center Street Cleveland, OH 44113 Revocable Deed of Trust U/A dated January 17, 1991; payable upon death to sons, Robert A. Mulle and Timothy J. Mulle Inventory Value: 394,632.24 One Half of Residue: 21,342.13 Relation Granddaughter Son Amount 5,500.00 415,974.37 08-13- 05 13:16 FROM-M&T BF1NK 717-852-3050 T-050 P002,'008 F-?05 gs[frte ValuaCion hstaCe. of: \'iryinia G ifulle AccounC: 4a2D517 U5/.,1/2DD9 /1~1~ REij)OYC 'Py}>~: UaCE Of Death Dace of Deathe LS/?'1/ZDD9 Ii~M; idmnber ot" Secur.i.ti.es: GE ValuaCion Gate: OB/131ZUD5 File ID: Mu.lle, hiryin:a t> Processinc Dace: I•tean and/or Di': e.nd lnt Security 1i^:juslanr.nCS Atcn,al`, lalue Shares Security Ili.gh!ttsk hor;/Dici ------. ""-..~...r"-.----- --- on DescripC - I? a r oT --_ _ --- , _-_ ^SODU ['EUGR1tL 1101dE hlt p;TG C(1RP (31:14?+41)D9i ler Quo[aCionsl ] _._. Gcvernrr,enC/hyency (Dea . ~ -- DTD: D"1/]G/'UU2 ttat; U?i15/2012 5.125', 1U9.9375p 109.'7017.5 A/D lU9,D59375 U5/27/2UU9 D09 Co OS/r7/2UU9 /]5!' - lnt: D1 250D0 FF.GERfiI., IIOi9E LW A1'1'G CURY (3134A4HF4) ler QuoCationsl 2) Government/N9ency (Uea DTn: 09/25/=001 teat: 09/15%201.) 5.5> 109.ap625 109.28125 >\/n 109.3'13-75D D5/2~i/2DU9 03/15/2009 to 05/'lIi2U09 Int: 250DU fEG£RkL NAIL t-1TG ASSPI (3J.359b15112) r Quotations) l ' e iea 3) Government/i+geocy II P.TD: U2/15/JUU~ tdat: 02/16/2012 5;. lOD.9G675 1D8.9125D A/II 1DD.99DG25 DS/27/'UD9 Int: OZ/16/7_DU9 to US/27/20U9 q l 25000 FEGEItAL t2AT1, P7TG ASSN 131.359F7Z301 onsl t Q e . 5 /20]l ]G/ L` fat~ 106.65625 iTDeLIC/]5,'2DD6( ]OB,J3i25 A/B 108 5937SU 05/2'1/2oD9 lnt: D4/15/ZOU9 to DSl2-i/2UC9 :50D0 8:rt+H OP IQ-;E;it1CA. CDRl'ORA'Plpl•! IOGD5U5::F:D) 51 Ne,: York Bond Exchange TD: DB!14/2006 14at: 09/15/2011 5.375L 101.23100 t;I:C 231600 D 05/2.1/20D9 ]0]. 2/]5/2009 to 05/27/2009 InC: 0 -_ L3-.-,- ?TSD00 GOt.DMAP SiiCfIS G1tClUY 1rtC (3H741GEA61 Interacti.~'e Data Finanr:.al Tin;cs n7'D: 01/12/2005 1•laC: 01/1.:,/2015 5.125 yG, 949.'_0 1-tl"t 96.94H2GU p5/27/2.OD9 InC: U1/15/2D09 to 05'27/2DD9 25000 SDC CUPf1.1U11IGi{T]OW:i TL1C (''9397GA521 71 i<ew York fiord Lschanye lT/lei/2oU5 t9at: 11/15/2010 5.3% ' 98.50000 Itl6 0 rn: n 99.SD000 U5/2'1/2U09 Int: D5/15/2UU9 to 05/27/2CD5 ^SDOU e:ACROVlp CORP 1]F,F7 (9299U3CF'71 9) flew YorY. Dond I:r.change `2(tDG n+.at:. 1D/t5/Jnt1 5,"t° 23 • ` ,0., 27onn rsgt ; nT n• 1D/ lD2.z799oo U7/~,12 VU7 5/".DU9 Co D5/2.1/2DD9 U4/' . Jnt: C1:N'PHA1, DUCY.S PN `5C11 GIST GO L'US 1152735YG2) 25000 91 prpartU0J15/"Lf003 h1aCt:rD5liv/2D14a~t'1 1U6.H25U0 1•lta 1DG.925000 05/2.1/"1005 Int: 05/1.5/-009 to 05/2.112005 G.0 Ria' D (7500E,7JSG1 RY Ph kREA SCII DIS'1' 1(1) ?SUUC GER i.inancial. Trines 1nCetactive Data 00"l. Hat: 02/07/7.017 '1-1`-,° 09/15/7 ' ' 7p1•-1;4UU htl;t . G: 1 U 101,914000 D5/z7/zoD9 02/01/2009 to 05127/2DU9 InC: -'-y- i 2'1 , 9~G4 . H •i 469.9 2"1,35.99 275. DD 2"7,227.66 350.69 27,14D.;4 1r5.63 25,307.95 390.';3 24, 23'I.DS 969.79 29,625.00 49.1"i 25,5G9.H5 154 .5H 2G,7DG.25 33.33 7.5,~;2C,.5U 339.31 Page 1 ,.,,,.~ ~;rs produced r~:ith [atateval, a product of Pstate Valuations i Pricing Systems, Inc. It yeu ha~~e yuesCions, _. -. .~~roms aC IB1D) "s13-6300 o> r•.r:w.e'epsys.r_o:". (Revision 7.1.1) 717-852-305© 08-13-'09 13:16 FROM-M&T BANE Date of Death: 05/27/7.009 ValuaCion Date: 05/27/2009 Processing Uaee: 08/13/7.009 Snares Security Digh/Ask Lo+•r/Dial or par Description GD BuS (2663O9Ft4D) ll) 25000 UDQUESNh PA SCH UIST Financial Times Interactive Data Estai:e of: vicginia G Nul.le Account: 4x2051"J Report Typ°: Uatc of Death Number of Securities: 68 File ZD: t4ulle, Virq.i.ni.e G Mean and/or Div and lnt Security Adjustments Accruals Value DTD: 05/15/2008 twat: 01/15/2016 3.5~ 1.03.44900 Nkt 103.949000 05/2']/2009 ].nC: D1/l5/2009 to 05/2']/2009 GO ADS (44601OFV7) 12) 25000 HUNTINGDON PA Financial Times Znteracl'ive llata DTD: D8/O1/2000 l4at: 08/15/2010 3.'/~ 100.80300 19kt 05/27/2-DD9 1DO.fl03DDD Tnt: 02/15/2009 to 05/27/2009 GO [iDS ( 532343JY')1 13) 25000 LIGDNIER ~'Y PA SCH UIS'1' Financial Times Interactive UaL'a DTD: 12/15/2007 ItaC: 03107./2017 49• 105.32400 t41;t OS/2l/2OO9 105.324000 Int: 03/01/2009 Co 05/27/2009 G.O. DDS (b69543FU9) lq) 25000 NORYIIN PA SCH UIST Einancial. Times Interactive Data DTD: 1D/01/2001 19at: 09/01/2021 5'0 103.71]00 t4kt 103.711000 05/2'1/2.009 Int: 04/01/2009 to 05/27/2009 15) 25000 PENNSYLVANIA ST IIIGHER EllL FAC ST SYS DF (7091'INVG6) Financial Times Interactive Uata DTp: 05/15/2003 Eiat: 06/15/2017 4a 103.00000 l~fY.C 05/27/2009 103.000000 lnt: ]2/15i2DDB to 05/27/2009 16) 15000 PDNNSYI,VANIA 5'I 'f'PK COt-ff1N OIL REV BUS f 709221HD0) Financial Times lnl'eractive Data DTD: OD/01/1998 ASat: 12/01/2013 5.250 102.52000 Nkt 05/27/2009 107..57.0000 Int: 12101/7.008 Co 05(27/2009 17) SODO PENNSYLVANIA 5'I 7'PK CONt7N DII, REV BDS 17O9221.NR7.) Financial. Times Interactive Data DTD: OD/D1/1990 riat: 12/01/2013 5.25 100.4].300 1~7kt 05/27/2009 1.00.4].3000 Int: 12/D1/2UD8 to 05/27/2009 G.0 REF 8_{750514NQU) 18) 25000 ItADNOR TttP PA .- .. Financial. Times Interactive Uata DTD: 10/15/2002 Nat: 12/15/2016 40 102.12800 t4kt 102.120000 05/27/2009 Inc: 17,115/2000 Co O5/?7/2009 G.O 11EF E3 (750514NR8) tg) 25000 RADNDk TI.1P PA Financial Times Interactr~e Data DTD: 10/15/2002 Nat: 12/15/2017 4.1°~ 101.98900 t9kt 101.969000 05/27/2.009 Int: 12/15/2008 to 05/27/2009 ~_D) 100 AT3t3OTT T.A13S !002024100) COM Next Yorl: StocY. Exchange 95,7gOO0 44.28000 tt/L 05/27/2009 44,510000 25, fl62. 25 320.03 25,200.75 262.OB 26,331.00 230.09 25, 927 .75 194.44 25,750.00 450.00 1.5, 3'70.00 385.00 5,020.65 128,33 25;532.Dn 450.00 .'.5,497.25 461.7.5 4,451.00 page 2 Phis report was produced with E..=,tateva l., a producC oI Estate Valuations & Pricing Systems, Inc. If you have nuestions, ~,-r rcvP Svstems aC IB18) 313-6300 or +::•r+•~•evpsys.com- (Revisi.on 7.1.1) ©8-13- ~9 13:17 FROM-C1&T BANK Gate of Death: OS/27/10D9 valuation Date: US/l7/'J.UU9 I'roces°inq Dale: 06/13/2009 717-852-3O~C~ T-©5C~ PBC~4IO~c F-7D5 F:stale of: Virginia G Mulls Account: 4a20S17 heport Type: Uate of lleath Number of Securities: 6b Pi]e IU: Mulle, Virg).nia G !•iean ancilor Div and Int Security p-crual; V~tluh Shares ~er.urity Aalustnrents ~ Iiighil)sl: Lave/!}id -------- __.....-_.-- ---- - --- o r Par DescapClon _._--- -- -- --- --- _ _'^-._ .'- _l ~ 1)LTI11.?! GROUP INC ID22U9S1L`31 ~1) i:ort Ner, 1'or7: Stool; :°~'})3t)r!r 1G.96UDU 16.G~1DDD H/L 1G.DODUDD ?,1DD.D0 _---- _ D~!27/20D9 2?.j 150 P.PiG1:N ;NC. (0377v1.lOC1 COI•i WASD114 - lndustrlal 50.D1DOU '; 5.9300D H/L 50.12000D 7,S18.DD p5/2'1/2D09 ?.3j 200 A1'd:' 1NC IUL'2UGR]U7.j C04i Nc+•~ l'orl: Stool: Er,:hange ?g, g7DDD li/I, 2g"75000 2;,.360000 4,fl']2.U0 US/27/'-(JD9 `•0 1[VON PRUDS IIdC i0543D3102) 1 ~,;) . COt~i Nel~ York Stock iixchange 2G,D4U00 25.92000 H/L z6.3D000D .,,957.00 C5!27/2DU9 31 .5D 009 Rec: 05!19/.' OS/"11/2009 Pay: D6!Ui/'1009 . Div; 0.21 E.:c: X51 ]00 1lP PLC ID55G2210~) SP014SORe.D ADH Nc~~ yor~Y. Slvcl: Exchange 47.95000 H/L gq,p7DD0 4II.5]UUDD ri,H51.GU 05/27/2009 89.00 04 I7 r.: US/13/7,D0: Rec: 0 05/75/2009 Pay: U6!UG/2UD9 . Div: 25D C}IEVHOP~ CORD WEB! (1GG7G410C) 261 tor, I:el: York Stock E):~hange G6.24DGp G4.39DOD II/L G5.3i5DOD ]G,s'18.75 05/2"1%2U`D9 167..5:7 D`l15/20u° Rec: DS/19!?UD9 Yay: U6i10/20D9 Div: 0_)i5 i,~-: 250 CI5CU SYS 11.70 {172%57i1D2) 27) CUY~ P!ASDAQ -Indus*.tial 1G.'?1000 1D.i1D0U H/L 18.a]DOOD 4,6U2.SD OS/27i20D9 150 COCA COLA CU (1.97.2]G1DOj 7_H1 L'Ul•1 Ne)~' York `rCoc}: f.:>:change ~7,190UU 46.`.i9UUD H!L 46,865DUG 7,D29,75 OS/27/OD9 l0U COLGATL PilLl•10LT11E CO 11947 G2 7.D3) 291 COtb 7,!r-lq Yo': }: cC,nrj; r.g;:h_,nr~p u•l .'i 6000 o3.~D0U~ iiiL G4.DSD000 G, 903. DO U~/Yi/YUU9 750 COhICA5'p C(?IiP NUl'; {~ U03Di•!1G1) iG) CL A }!A;;DpQ - Industrial lr.^7000 14,1BUDU It/L 7ti,475C00 2, 7712`.; U5/2.i/2DU9 lOD CONOCOPIlIL1;ipS (rAG25C]0;) ~lj C01. Nrr, 'Inr;; SCoc:7: frchar'c7e 96.10000 49.2GCUU H/L 4`, IbD000 9,518.DG 05/27/"1009 . 9"7.UU US/21/?DU5 Re c: US/26/2CU9 Pay: i+6/'71/2009 Div: 1'.47 Cr.: Page 3 r vaJuationg L Pricing ~;st°e>r~s, Ir,r-. If you ha~•e questions, roduct n, Estate Re~')si on ".' . 1 . 1 J rvluced ~~'i th 1>sG)Ce!al, a p l- 11.3- 6300 or o-~;a; "CSnsys"com.J { ern;: raoort ~:as p .__.~- rvr Rvs Cerls aY. 1i18j T-050 PDD5i008 F-705 717-352-3050 08-13-' 09 13:17 rI~ONI-C1~;T B~IdF: Estate of: viryinia G t4ulle Account: 4a20511 of Dr:ath: f 05/7.1/2009 Report 'type: Date of Death 6B i .e Da Date: i 05/27/2009 Numbe es: r of Secur].t. on Valuat late i : 08/13/2009 file ID : Pfulle, Virginia G ng Process t9ean and/or Uiv and Int: Security Ad us[ments Accruals Lo+7/Did Value Shares SecuriCg High/Ask. ~ - or Par Descript.ian ,_..__ ---- - ------_'- ~- _~ 2 _ ~ 00 Et1ER50N ELfC CO 12910111091 32) COP] New York Stoch Exchange 33.32000 3?..20000 H/1~ 32 760000 6,55:.00 05/2'1/2009 66.00 U5/13/?009 Rec: 05/1 5/2009 Pay: 06/10/2009 piv: 0.33 Ex: 75 GNSCO INTL INC (2687441.00) 33) C01.1 New York Stack Exchange 37.06000 35.60020 H/L 36.3701.00 2'727'76 05/2')/2009 250 E?:XON tfOD1L CORP {302316102) 39) COPf New York Stocf: Exchange - - 70,62000 68.1.7000 11/I' 69,395000 --- 17,398.75 05,2"I/2009 105.00 05/11/?009 Rec: 05/ 13/2009 Pay: 06/10/2009 Div: 0.92 Ex: 100 GENERAL DY4JAt•1IC5 CORP {369550108) 35) COt•t New York Stock Exchange 56.94000 55.69000 H/L 56.315000 5,631.50 05/27/2009 300 GENF.RAI. ELECTRIC CO {369604103) 36) CON New Yor}: StocY. Exchange 13.50000 12-86000 HIL 13 180000 3,954.00 Ds/27/2009 150 11ARSC0 CURL' 1915864107) 371 COM New Yorl: Stock Exchange 30.15000 28.99000 11/L 29 570000 4,935.50 0512'7/2009 00 HEI9LE'I'T PACKARD CO 1428236103) ] 38) . coN New York Stock Exchange 35 25000 34.25000 H/L 34 750000 3,4'75.00 05/27/2.009 150 HONE DEPOT I1.1C (437076102) 391 COPT New York Stocf: Exchange 24,2.1000 23.7_]000 IU1, 23.710000 3,556.50 05/27/2009 75 INTERNATIONAL T1U$IN[iSS PfAC115 {459200101) 4D) COtd I3evi 1'or.Y Stocl: Exchange 105.17DDp 102.91000 R/L 104.040000 "I, 803.00 os/27/2.009 41.2s 05/06/2009 Rec: 05/08/2009 I'ay: 06/].0/2009 piv: 0.55 Er.: 200 INTEL CORP (958140100) 411 COM NASDAQ - Industrial 15.86000 15.34000 H/L 15.600000 3,120.00 05/27/2009 2.6.00 05/05/2009 Rec: 0`i/0"](2.005 Pay: 06/01/2009 piv; 0.14 Ex.: 00 JOIIN;ON G .70HNSON (4781601041 7 ,I7i . COPt NP+.~ York Stod; Exchange 55.50000 59.16000 H/L 59 830000 10,966.00 05/%'7/2009 9fl.00 009 Rec: /7 05/21 05/26]2009 Pay: 06/05/2009 . . Uiv: 0.99 E:;: Page 4 P ys.com. (Revision 7.1.1) This repot[ was P- ___ ,,,,,,tart EVP Systemsoetc(81D)E313t630Dlortu~nsev sricing Systems, Inc. Ii you have que.=.Cions, roduced :pith EstateVa]., a P 08_13-'Dy 13:17 FROM-M&T BANK pate v1' Ueath: O5/2)/20D9 l'aluation Uate: OS/27/2CU9 Frocessir~g nate: UD/6/2009 71?-852-3D5D T-D50 POOE,l008 F-?D5 Ts Cate af: Viryinia G ilullc i~.ccou:rt: ~ia2O517 Repor± Type: Uste OT DeaCh Number ei Sec'url t.i=.s: 6d i'i]e ?n: 19u11e, Vi.ryiriia G Security .-lean and/or Dit~ anti lnt t ItCijueCrr;Cnt.^, Accruaig V<:_ue Shares security H.iyh/Ask Lor:/13id --- - ..-.-- ---_-----.. _. C i on ---.-_ o,. par Ue s c ~ i p ...~.----.___------. -' - ------ 150 : PI-0OAGAN C1!ASG l CO 1466-'SHlODi a3) CON laet•, Yorl: Stxk E~c:hange 36,72000 34. GGOOD II/1' S.69UDUD _ Ds/27/2oD9 -- ,1;~1 iUD KEh1;000 CU 14D"103(ilODl COI9 Nct+ 1'orT: 5tocl: Grchange ,;q-O6U0•G 93.Du000 H/l. ,i.+ 560006 05/2'7/,^,009 coons lwc ISOD75N1D4) asl goo }ct>J+rT CL A Wear York `:toc.k Er.changc= 75.87DOO 2;.36000 11/L 25,f,15000 05/7'1/2009 100 LOCF:HCEp h1Alt1'7W CORD (539D3U1O9) 4G) COh; p1ev.~ Yorl: Stool: Exchange 87,-47ODD HJ,7U'DDU H!L 82.585O0C 05/7.7/1.009 CDS IWC 154DG611p7) ' r~7) E5 100 LUj: CUh1 >\•e+e Yorl: StncT: Exchange ?U-32000 19.53000 11/1. ]9.925000 G5/27/2D09 2D0 NICRDSDFT CORD (59491D1D4) ~til COi•1 TiP.SnRQ -Industrial 2D.GDODO 20.07000 H/L 20.";35000 O5/2~i; 2009 i;?OU7 Pay: UG/i 05~7 ~ D/2DU9 . : t)i~'- 0.13 E::: 05/19/2009 Rec 40 PEt>SICO '.:aC. ;"1644 d1O8 ) .;? c _.. 4~~_..-- _ , CUh; Ne++ Yo: 1: StOC!: E;achange ;,1.50000 ,9.82OGD H/L 50. GtiUOOO 05i?7/?.OU9 125 t'}i1Llp hDRR1S IWTL Tr!C (710172109) 5Ci CUE1 Net; YorT: Stool: E:xrhange 42.]0000 4?.32000 }1/L g1,7i0OUO G5/'.7/2C09 100 PkICE T kO'r1E GROUP INC. (74144T1O8) 511 CO14 NASDAQ - lndusU'ial 39.91000 37.51DUU H/L ,{8.710000 05/7/2009 100 PRO!'TR t G744gj,E CU 1742'71D1U91 Sal cols het Yor1: StOCi; LY.Ch8E1JC' S3,78DOp 51.SdODU li/L 52.,680DO0 05/27/.'.009 x 250 ~rtrAS 1NS•rRS I1dC ID825O81O41 .,31 COi4 r1et; Yorl: Stool: Exchan9f' 19-_„)DOU 1D.30ODU H/L ]D.9000OU U5/27/2(I'J~ ZUp lIS 13A1'.COttP nEL 1902973304) Sal CiJ11 W}'•'' uet•+ York Stoc;: Lrchange 19.0'1000 17.90000 I1;L 1d.485OU0 05/27/2009 5, ?53.50 4,356.00 5,]23.06 d,z5d.5D 06"I . UO 26-uD 1O, 132.00 5, 215.'75 3,D71.DU 5,268. GO 3,697.60 page 5 Valuations L Pricir~y Spstcrt,s, Ir.c'. if you haae yuesons, r- a producC oI Estate ;.ro-n,.c-r ls.eom. ilie'~isi.on 7.1..7} is r~°,rort t:as produced t•~ith Estate\~1, 1;1D1 313-600 or ~ Pte: Tl'~ _,~„-~~ rnntaCC I>VP SySCeus aC 08-15-` 09 15;17 FI~ON1-M&T BI~NK Date of !Death: OS/~ i/2o09 valuation Date: OS/- / Processing Dace: 98/13/2009 717-852-5950 T-050 P007/008 F-795 Estate of: Virginia G t9ulle Account: 4a20517 Report Type: llatc oC Death Numhcr of Securities: 60 File ID: t9ulle, Vi.rg.inia G Mean and/or Uiv and Int. Security Ad`ustments Accruals Value Shares Security High/Ask Loaf/13id 3 » or Far Descc.i.ption __T_.__ _~_ -_____.___- ------- - _-~_ 290 UNZLEVGR N v (909)fl4)D91 55) N Y SHS N£4! Ne~•~ Yor1: Stock Exchange 2-0,64000 24.09009 II/L 24 365090 05/2"r/2909 05/18/2099 12ec: 05/20/2009 Pay: OE/18120D9 piv: 0.5979 F.x: 175 VL•'RIZON COMI•fUNICAI'IONS INC (92343V1D4) 561 COM 28.8700p a/i. New York. Stoc4: Exchange 29.69900 ?9,2.89090 05/77/2909 279 41F,I,LS FARGO L CO NEt9 (9497461.01) 57J COtd New Yorl: SCocY. Exchange 25.99000 'L9,DSDOD H/L 24.975000 95/27/2909 05/06/2009 Rec: OS/OB/?.009 Pay: D6/O1 /2009 Div; 0.05 Ex: 200 t9y'ETiI 19830241001 581 COM New YorY. Stock Exchange gq,310D0 43.86909 tl/I. 49.085000 95/21/2909 05/11/2009 Rec: 05/13/2009 1'ay: 06/91/2009 piv: 0.3 Ex: 10p q,TMMER IIhDGS INC f98956P1D2) 591 CDF1 New Yorl; Stock Exchange g6,D5000 44.86900 li/L 45.455000 OS/'-7/2009 l0U 3P1 CO (88579Y1011 601 COt-1 New York Stock E}:change 50.13090 55.95909 II/L 57.040000 05/27/2909 05/20/2099 Rec: 95/1.2/2909 Pay: OG/12/?.909 Div: 0.51 Gs; 01 HAR[30t2 FD (4 115 11 3 9 6) 590 b11 . INTL FD INSTL 83.00000 MY,t tual Fund (as quoted by NASDAQ) M u 43.009009 D~/27/2DD9 " 221 MASTERS SELECT FDS (5764172091 826 6 Ll . INTL FD NASDAQ) Mutual Funcl las quoted by 10.88999 tfkt -- - 10.889000 05127/2009 948 NTf3 GROUP f'US 15537675191 '75 631 . t4Lp CP GR41 1 I NASDAQ) p.')39D0 Mkl l'ual Fund (as quoted by 1 t . 00D u - 05/27/2999 p,73D 977 1979 GROUP FUS 155316'1'148) 503 64) . S CP GRf'1 ItdS I noted Uy NASDAQ) 1p,580D0 19k 14utual Fund las q t 580900 0 05/27/2009 . 1 392 GOLDI9At1 SACHS TR (38141N679) 1732 65) . HZ YLD .INSTL noted by NASDAQ) 5.87009 Mkt ttutual. Fund las q 5.870900 05/2'7/2909 4,8"/3.00 11'1 .58 5, 124 .00 6, 96fl.03 13.95 8,817.00 60.00 4,545.50 5,7on.OD 51.00 ?.1,500.43 _...._.. 8, 989.28 -- x,409.03 5,332.08 7,234.14 Page 6 Loduccd 4iith Estateval, a product of Es tale Valuations L Pricing Systems, Lnc. If you have questions, _ ~_«- rnntacC EVP Systems at {8181 313-6300 or t•~rni.e"psys,com. (P.evision 7.1.i) Tnis report was p" D8-13- 89 1~ :1~ FROM-"1&T BANP~ Date of Death: 05/2]/2D09 valuation Date: 05/27/2009 Processing Uat^_: OB/13/2D05 Shares Security Uescri.ption or tar _~___________. -__~_._ 66) 435.803 GOLDFIAN SAC}IS TR (38142Y583) }{I YLll MDFI TNS NpSllAQ) Mutual Fund las quoted b)' ___. 05/21/2DU9- - 6.11 1L87.873 NORTHEAST INVS 1'R 1664210101) Stl f3EN INT F}utual Fund las quoted by NASDA4) 05/27/7.009 6fl) 3DD96.15 Pt K'1'GRNS't'LrDS (553-16T929) Accrual Total. value: Total 1+ccrual: Total: 5789,264.49 ^1+_~52_3C~5C~ T-05C PDO~!0D8 F-7D5 Estate of: Virginia G Mulle Accoune: 4a2D517 Report Type: Date of Death Number of Securities: 68 file IU: Mulle, V.irgini.a G Mean and/or Di.v and Int laluerty High/Asy Love/laid Adjustmt:nts Accnrals 7.52000 t1}:C 7.5200D0 4.61D00 t91:t ,) . 610DUD 3, 2"]7.24 5,937.D9 30,096.75 f: D.96 _------- x781_,783.21 56,481.28 --~- page 7 :, roduct of Estate Valuations 5 Pricing Systems, Inc. It you ha~'e yuesC.ions, pcs R visi on ~ .1 . i-) This report was produceri r:ith EstateVal, P ~.+~.,se contact I::Vp )'stems aC (D1C) 313-630D or wv,ta.ev ys.cnm. e (Rev. 3/02) Before the Register of Wills of Cumberland County, Pennsylvania Estate of Virginia G. Mulle, Deceased No. 21-09-0622 Inventory I, Robert A. Mulle, personal representative of the estate of the above named decedent, verify that the items appearing in the following inventory include all of the personal estate of the decedent wherever situate and all of the real estate of the decedent in the Commonwealth of Pennsylvania, that the valuation placed opposite each item of the inventory represents its fair value as of the date of the decedent's death, and that the decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of the inventory. I understand that false statements made in this inventory are subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Date: .~ / ~G~ - -,~ - ' ~ ~ __ (/ '~-- _ Robert A. Mulle, Executor ~, . `~ :~ ~, John J. Sh rb, Esquire Supreme Court 1.D. No.: 18020 N Office Address: Stock and Leader C 4 __, Susquehanna Commerce Center East ~ ~ 221 W. Philadelphia Street, Ste. 600 _~ ~ r~'~c, York, Pennsylvania 17401-2994 ~~ r'~' ~ I tri ~ ca = :; Telephone Number: (717) 846-9800 ~nc.~ a• c , ~~ ~' ~ ~i ...~ ' . ~ l., .T `~ Estate of Virginia G. Mulle Estate Inventory Valued as of Date of Death Cash & Cash Equivalents County Meadows, refund Genworth Financial, long-term care payment Kunkel Surgical Uroup, refund Loyalton of Creekview, refund M&T Bank, checking account no. 700007859 Interest at Date of Death M&T Bank, savings account no. 15004206202935 Interest at Date of Death Medicare Payment Unclaimed Property, proceeds of claim Total Cash & Cash Equivalents Tangible Personal Property Jewelry, sold for Jewelry, taken in kind Sterling silver charm bracelet bequeathed to Robert A. Mulle (per appraisal) All other items mentioned in Memorandum to Will were adeemed. Jewelry bequeathed to Toe Mulle (per appraisal) Total Tangible Personal Property Miscellaneous United American life insurance policy #574363553 Total Miscellaneous Total Inventory $ 14.95 4,454.08 4~.~9 389.00 8,322.25 0.09 5,915.27 0.17 18.19 16.40 3,075.00 18,570.00 110.00 5,500.00 $ 2,960.32 19,175.99 27,255.00 2,960.32 $ 49,391.31 Page 1 (1)