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HomeMy WebLinkAbout05-04-10 (2)15056051047 REV-1500 EX (06-05) OFFICIAL USE ONL+' PA Department of Revenue ~ ~-` Bureau of Individual Taxes ~ ''~~ County Code Year File Number PO BOX 280601 ~~~~~~~~ INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 ~~^~~*~ RESIDENT DECEDENT 2 1 0 9 0 0 7 8 8 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 2 0 6 3 8 7 6 7 1 0 8 1 5 2 0 0 9 0 4 2 7 i;9 4 6 Decedents Last Name Suffix Decedent's First Name Pali B A R T L E B A U G H C A R 0 L Y N E (If Applicable) Enter Surviving Spouse's Information Below Spouses Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1 Original Return O 2. Supplemental Return O 3. Remainder Return (date of death prior to 12-13-82) O 4 Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-12-82) ® 6 Decedent Died Testate O 7. Decedent Maintained a Living Trust 1 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) bet,~een 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COM PLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number r-a c> . ~n M A R L I N R M c C A L E B 7 1 7 6~~ 1 7 ~"~ 7 ~0 j" 1 ~ ' Firm Name (If Applicable) ~ t REGISTER ~1~tL USE OF7LY , f ~-1 ~r I`Tl t ~~,~ _ "-cn-_ First line of address t ". ?rte ?~. 2 1 9 E A S T M A I N S T R E E T t `---' -" ' Second line of address ~= ~:.. .. i I , P O B O X 2 3 0 .. St t ZIP C d DATE FILED City or Post Office a e o e M E C H A N I C S B U R G P A 1 7 0 5 5 Correspondent's e-mail address Under pe rallies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief. it is true, ;orrect and complete. Declaration of preparer other than the personal representative is based on all information of which prer;arer has any knowledge. SIGNATURE O`F~`~P~ERSON RESPONSIBLE FO FILING RETURN DAT ~C.x-~~~rr..t /~-' ,-t~~~7'J?~c~. Executrix j c~ ~ Cr ADDRESS Diane B. Stamy 1191 B ish Road Mechanicsbur PA 17050 SIGNATL REP R E TATIVE DATE ADDRESS Marlin" R. McCaleb 219 East Main Street, Mechanicsburg. PA 17055 PLEASE USE ORIGINAL FORM ONLY Side 1 15056051047 15056051047 15D56052048 REV-1500 EX Decedent's Sociai Security Number Carol n E. Bartlebau h 2 0 6 3 8 7 6 7 1 _~ Decedents Name: ~ Y g .~_v RECAPITULATION 1 9 2 0 0 0 0 0 1. Real estate (Schedule A) . ............................................ 1. 2. Stocks and Bonds (Schedule B) ....................................... 2. 7 9 6 1 6 2 0 3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0 . 0 0 4. Mortgages & Notes Receivable (Schedule D) .......................... ... 4. 0 • 0 0 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) ..... ... 5. 2 1 6 0 1 9 1 7 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 0 . 0 0 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 1 5 6 1 0 9 9 6 {Schedule G) O Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1-7) ................................. ... 8. 6 4 3 7 4 5. 3 3 9. Funeral Expenses & Administrative Costs (Schedule H) .................. ... 9. 8 1 4 2 7 • 4 6 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) ............. ... 10. 1 4 6 6 . 4 1 11 Total Deductions (total Lines 9& 10) ................................ ... 11. 8 2 8 9 3. 8 7 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 5 6 0 8 5 1 4 6 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ..................... ... 14. 5 6 0 8 5 1 • 4 6 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) X .0 ~ . 15. 0. 0 0 16. Amount of Line 14 taxable at lineal rate X .0 45 0 , 0 0 16. ' 0 . 0 0 17. Amount of Line 14 taxable at sibling rate X .12 5 6 0 2 5 1+ 4 6 17. 6 7 2 3 0. 1 8 18. Amount of Line 14 taxable 6 0 0 0 0 9 0 0 0 ; at collateral rate X .15 18 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 6 7 3 2 0 .l 8 O Side 2 15056052048 15056052D48 RE`/-15U~ ~X FagF File Number Decedent's Complete Address: 21 - 09 - 00788 DECEDENTS N,4~~`E A ~_~~ Carolyn E. Bartlebaugh STREET 4DDRES: !! 5030 Erbs Bridge Road j CITY STATE ZI? Mechanicsburg PA 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. CreditslPayments A. Spousal Poverty Credit 0.00 B. Prior Payments 55 , 000.00 C. Discount 2 , 894.74 Total Credits (A + B + C) (2) 3. Interest/Pena ty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3 enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4) 5. If Line 1 + Lire 3 '~s greater than Line 2 enter the difference. This is the TAX DUE. A.. Enter the i Merest on the tax due. (5) (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 67,320.18 57,894.74 0.00 0.00 9,425.44 0.00 9,425.44 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.................................................................................... ..._. ,~ L b. retain the right to designate who shall use the property transferred or its income : ...................................... ..... .~ ~] c. retain a reversionary interest; or .................................................................................................................... ... ..~ X^ d. receive the promise for life of either payments, benefits or care? ............................................................... ...... <. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................... ..... ~ 0 ;. Did decedent own an "intrust for" or payable upon death bank account or security at his or her death? ........ _ ...... ~ Did decedent own an Individual Retirement Account, annuity, or other non-probate property which 4 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 cr for the use of the surviving spouse is three (3j percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-,5°2 EX * `'-9'' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA HERITANCE TAX RETURN IN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-09-0788 206-38-7671 08/15/2009 Carolyn E. B<~rtlebau h SS~~ All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ri ht of survivorship must be disclosed on Sch VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER _ g~ den Township, 192,000.00 1 House and lot at 5030 Erbs Bridge Road, P Cumberland County, PA, acquired by Decedent by deed of Stanley E. and DPaneM4742b~valuetbased/o0n/sa0le~to Steven Pn MorraBand Annume 266 , g 'Mors, his wife, on 01/22/10). TOTAL (Also enter on line 1, F (If more space is needed. insert additional sheets of the same size) ~g 192 , 000 .00 Form REV-1502 EX (Rev. ~-s~) REV-1503 EX +(1-97) CoM NHER TAN E~ AX R TURN ANIA RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER ESTATE OF 206-38-7671 08/15/2009 21-09-0788 Carolyn E. B<~rtlebau h SS~~ All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM DESCRIPTION UNIT VALUE OF DEATH NUMBER 24,616.20 1 U. 5. Savings Bonds, Series EE, - fifty-seven (57) bonds, $500.00 denomination, issued between 07/1994, and 10/1998; one (1) bond, $50.00 denomination, issued 10/98. ~, g - all issued 04/1997; 55,000.00 2 j], ,>. Savin s Bonds, Series HH, 10,000.00. thrE;e (3) @ $5,000.00; four (4) @ $ 79,616.20 TOTAL (Also enter on line 2 Recapitulation) (If more space is needed, insert additional sheets of the same size) Form REV-1503 EX (Rev. 1-971 _ ,..___ _..~., roc..ctomc Inc. REV -1508 EX + (1- 97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. COM NHER TANCE TAX RETURN ANIA PERSONAL PROPERTY RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-09-0788 206-38-7671 08/15/2009 Carolyn E. Bartlebau h SS~~ Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM OF DEATH NUMBER DESCRIPTION 115.58 1 Cash. and coins in Decedent's possession. 2 3 Graystone Bank Cert. Dep. Acct. ~~3000093192, - principal balance as of D.O.D.: $43,352.64; interest accrued to D.O.D.: $4.43. Steven P. Morra and ~nn C. Morra, his wife, - claim for 2009/201 school district real estate tax pro-ration. 4 ~ t 5 6 7 8 9 10 11 12 13 14 15 16 lachovia Bank Premium Savings Acct. ~~3014156978794, - principal- ~alance as of D.O.D.: $1,178.67; interest accrued to D.O.D.: >0.04. lachovia Bank Crown Classic Acct. ~~1014164557400, - principal valance as of D.O.D.: $18,113.18; interest accrued to D.O.D.: 30.60. Wachovia Bank High Performance MM Acct .~~1010084089900, - pri.ncipal balance as of D.O.D.: $34,697.11; interest accrued to D.O.D.: $4.75. Wachovia Bank High Performance MM Acct. ~~1010233439673, - prncipal balance as of D.O.D.: $57,486.59; interest accrued to D.O.D.: $25.20. Wachovia Bank Cert. Dep. Acct. ~~24740211328981, - principal balance as of D.O.D.: $32,809.16; interest accrued to D.O.D.: $2.88. 1 oz. silver medallions, - twenty (20) @ $13.00. 1C10-oz. silver ingot (.999), 1982 Mercedes Benz 3805E automobile, - (VIN: WDBBA45A7CB016072). 1!99 Mercedes Benz E320W4 automobile, - (VIN: WDBJF82HOXX027056) A.AA Central Penn, - refund of membership fee. ~AARP, - member refund. Allstate Property & Casualty Co., - refund of automobile insurance premium (1999 Mercedes Benz E320W4). Allstate Insurance Co., - refund of automobile insurance premiun 1;1982 Mercedes Benz 380SL). 'Cotal of Continuation Schedule(s) TOTAL (Also enter on line 5. f (If more space is needed, insert additional sheets of the same s~~c~ 43,357.07 630.71 1,178.71 18,113.78 34,701.86 57,511.79 32,812.04 260.00 1,375.00 5,000.00 12,000.00 73.00 18.34 158.49 163.65 8,549.15 lation) ~$ 216 , 019.17 Form REV-1508 EX (Rev. t-9~1 Estate of: Carolyn E. Bartlebaugh Soc Sec ~~: 206.38-7671 Date of Death: 08/15/2009 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Value at Date Item Description of Death ~~ 219.76 17 Chase Credit Card Services, - refund of credit balance. 158.70 18 Comcast., - credit balance refund. 4,515.00 19 Household goods, contents, furniture and furnishings. rban Heating b S - refund of credit balance. Oil Partners, LLC, 401.88 20 u u 3,253.81 21 U. S. Treasury, - 2009 federal income tax refund. -------------- 8,549.15 REV_,s,o EX •(,-97) SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTFIOFPENNSYLVANIA MISC. NON-PROBATE PROPERTY FILE NUMBER IN RESIDENT DECEDENT N ESTATE OF 21-09-0788 Carol E. B<3rtlebau h SS~~ 206-38-7671 08/15/2009 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. D ITEM '"`'""`"` RELATIONSHIP TO DECEDENT AND NUMBER ATTACH ACOPY OF THE DEED FOR REAL ESTATE. 1 MFS Heritage Trust Co. Tax Sheltered Annuity 403B, - MFS High Income Fund-A (MHITX), 1,333.366 shs. @ $2.98=$3,973.43; MFS Govt. Secctrities Fund-A (MFGSX), 1,220.078 shs. @ $10..04=$12,249.58; MFS Core Equity Fund-A (MRGAX), 1, 7!x4.032 shs . @ $13.47=$24,165.61. Payable upon death to Decedent's designated beneficiaries: Diane Baish Stormy, James William Baish and Jerry Duane Baish. 2 Sovereign Bank IRA Acct. ~~0`i78150492, - principal ba]_ance as of D.O.D.: $8;x,172.41; interest accrued to D.O.D.: $173.37. Payable upon death to Decedent's designated beneficiary: Diane Baish. 3 Western National Life Insurance Co., - Annuity Contract ~~FJ200884; Cash value at D.O.D.: $28,375.56 (i.ncludes interest accrued to D.O.D. in amount of $]_20.09); payable upon death to Decedent's designated beneficiary: ~' Diane Starry. OF DATE OF DEATH DECD'S EXCLUSION VALUE OF ASSET INTEREST (IF APPLICABLE 87,345.78 28,375.56 TOTAL (Also enter on line 7 Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) TAXABLE VALUE ,3 87,345.78 28,375.56 156,109.96 Form REV-1510 EX (Rev. 1-971 REV-1511 EX+(1-97) 1 COMMONWEALThI OF PENNSYLVANIA IN RESIDENT DECEDEN TN I ADMINISTRATIVE COST ESTATE OF Carol n E. B<irtlebau h 55~k 206-38-7671 08/15/2009 Debts of decedent must be reported on Schedule I. FILE NUMBER 21-09-0788 AMOUNT 1,083.54 3,981.01 150.00 ITEM DESCRIPTION NUMBER A, FUNERAL EXPENSES: 1 Holiday Inn, - funeral luncheon (reimbursed to DBS). 2 Myers Funeral Home, - funeral expense. 3 ~Visi_ons of Glory, - music at funeral service (reimbursed to DBS). B. 2. 3. 4. 5. 6. 7. 1 2 3 4 5 SCHEDULE H FUNERAL EXPENSES 8~ ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Diane B. Storm Social Security Number(s) / EIN Number of Personal Representative(s) 27 - 6185121 Street Address 1191 Baish Road State PA Zip 17050 City Mechanicsburg Year(s) Commission Paid: Attorney's Fees Law Offices-Marlin R. McCaleb 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 Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Affiliated Settlement Services Group, - notary fees (deed and settlement documents on sale of house). Affiliated Settlement Services Group, - real estate tax certification on sale of house. !?,llstate Insurance Co., - homeowner's insurance premium. Barr's Cleaning, - cleaning carpet in preparation for sale cf house. Brett Lechthaler, PA State Cert. Gen. Appr., - real estate ~_ .,~+-;~„ Schedule(s) lULclt vi TOTAL (Also enter on line 9. F (If more space is needed, insert additional sheets of the same ~~~ei 25,000.00 25,000.00 530.00 10.00 5.00 387.32 215.73 300.00 24,764.86 ~ $ 81,427.46 Form REV-1511 EX (Rev. 1-97 Estate of: Carolyn E. Bartlebaugh Soc Sec ~~: 206-~38-7671 Date of Death: 08/15/2009 Continuation of Schedule H-B7 (Other Administrative Costs) Amount Item Description ~~ appraisal. 75.00 6 Cumberland Law Journal, - advertising Letters. /John Glise, Inc., - realtors' commission on sale a Co H 11,625.00 7 . ann Howard of house. ir and repaint drywall in family room, dining 396.70 8 James Fishel, - repa for sale of house (reimbursed to i on room, garage, in preparat DBS). - removal of dead tree in preparation for sale rvice S 1,500.00 9 , e Lenk Tree of real estate. 75.00 10 Linden Hall Antiques, - appraisal of household contents. 11 PA/Amez'ican Water, - utility, water service (final bill). 27.06 - Realty Transfer Tax on sale of house. f Deeds 1,920.00 12 , Recorder o 8.00 13 Register of Wills, - Short Certificates. 500.00 14 Register of Wills, - reserve for final expenses. 4.00 15 Register of Wills, - short certificate. - charge for providing date-of-death balance. n Bank i 20.00 16 , g Sovere ' 2,000.00 17 s - Seller Steven P. Morra and Ann C. Morra, his wife, contract of sale. contribution to Buyers' settlement costs per 155.10 lg The Patriot-News, - advertising Letters. 19 W. A. Klawitter Construction, - remove old shingles and les to house in d shin 6,250.00 g subroofing; install new subroofing an preparation for sale of real estate. toilet at house in preparation for i 209.00 20 r Zimmerman Plumbing, - repa sale (reimbursed to DB5). -------------- 24,764.86 REV-1512 EX+(1-97) SCHEDULE I DEBTS OF DECEDENT, COM IN~ ER TANCE~ AX RETURN ANIA MORTGAGE LIABILITIES, AND LIENS RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-09-0788 Carol E. Bartlebau h SS~~ 206-38-7671 08/15/2009 Include unreimbursed medical expenses. ITEM AMOUNT DESCRIPTION 76 . Ol NUMBER - account payable, medical. P.C., 1 Andrews & Patel Associates, I 154.00 2 1lHele:n Jones, - account payable, medical (Visiting Angel Agency, nursing care)(reimbursed to DBS). 33.00 3 Jenrly Ortiz, - account payable, medical (visiting nurse). 25.40 4 Jerry Baish, - account payable, reimbursement for towels. 174.90 5 Jim Snyder, - account payable, lawnmowing. ersonal 44.00 Marisol Rodriquez, - account payable, medical, p assistance. 3.00 7 PA Department of Revenue, - 2009 personal income tax. 35.08 g PA~'American Water, - account payable, utility (water service). y - refund of part of 805.52 g Public School Employees' Retirement S stem, August PSERS retirement benefit. ll5.50 10 Visiting Angel Agency, - account payable, medical (nursing care)(reimbursed to DBS). 1,466.41 TOTAL (Also enter on line 10. Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Form REV-1512 EX (Rev. ~-9~ .. __~.. .-oc..~ro~„c Inc REV-1513 EX + (9-~~) SCHEDULE) BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN rrGn FAIT FStJIUC1V~ ~ ESTATE OF 206-38-7671 08/15/2009 Carol n E. Bartlebau h SS~~ I NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I, TAXABLE DISTRIBUTIONS [transf ersundersec.9116(a)(1 2j]~ons,and 1 Caroll L. McClimans 5026 Mauretania Ave. Harrisburg, PA 17109 2 Diarte B. Stamy 1191 Baish Road Mechanicsburg, PA 17055 3 James W. Baish 205 South 13th Street Lewisburg, PA 17837 4 Jerry D. Baish 388 Rabuck Drive Harrisburg, PA 17112 Friend Sister Brother Brother ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE. ON F NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE Do Not List T FILE NUMBER 21-09-0788 AMOUNT OR SHE OF ESTATE 600.00 218,342.53 171,346.97 170,561.96 1500 COVER SHEET B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS ~- 0.00 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) Form REV-1513 EX (Rev.9-oo) _. ~ __~._... r_.~.,m Inc. LAST WILL AND TESTAMENT OF CAROLYN E. BARTLEBAUGH I, CAROLYN E. BARTLEBAUGH, of Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I give and bequeath my antique two-piece cupboard/ drysink, which formerly belonged to Donald Swenson, to my friend and his niece, Caroll E. McClimans of 5026 Mauretania Avenue, Harrisburg, Pennsylvania. Page 1 of 4 W. Baish, share and share alike. In the event that Diane should predecease me, her one-third (1/3) share should be divided equally between her sons John F. Stamy, IV, and Neil E. Stamy. In the event that James should predecease me, his one-third (1 /3) share should be divided equally between his sons Erik Baish and Andrew Baish. In the event that Jerry should predecease me, his daughter Cambria Baish Peck should receive one-half (1/2) of his one-third (1/3) share and the other half of his share should be divided equally between Diane and James. EIGHTH AND LASTLY: I hereby nominate, constitute and appoint my sister Diane B. Stamy to be the Executrix of this, my Last Will and Testament, she to serve without bond in the Commonwealth of Pennsyl- vania, or any other jurisdiction. In the event that she shall predecease me or. be unable to serve as Executrix or complete the administration of my estate for any reason whatsoever, I hereby nominate, constitute and appoint my brothers, Jerry D. Baish and James W.Baish, as Executors hereof, to serve in her place, they likewise to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~ y~ day of a ~ , ~,,~, 2008. Page 3 of 4 CAROL E. BARTLEBAU ' SI~SEALED, PUBLISHED AND DECLARED of COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. I, Carolyn E. Bartlebaugh, 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 me, by Carolyn E. •~~`f9 =j Bartlebaugh, Testatrix, this ~. /A day of~ ~~ c~;~a-~- '.~~ , 2008. --~~ _~ ~i:~r,~,~ ~v~~at~ Testatrix i , Jinn~c:r t4 ~~~ r,. irF, tJo: ;}, tau~{ic ! ' ~;i+.~r~r ~p~ing ~ uEp., r:..~~i r=,i;n.; ~niln~y~ i d .. ~ ' tve~/d.~f`'+ftI15~~'r ~.~,,r°.5.t?(l.~&.2c'~~2 ~ ., 4hemtler, ,'Enr sylva , A ~sccletfon of N~itari~s ~ / ~ / ,~' L~ Nota Page 4 of 4 ?~, z U.8. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT A~liated Settlement Services Group, LLC 3912 Market Street Camp Hill, PA 17011 (717) 975-7839 FINAL B. TYPE OF LOAN 1. ^ FHA 2. CJ FMHA 3. I,Y~, CONV. UNINS. 4. ^ VA 5. ^ CONV. INS. 6. ESCROW FILE NUMBER: 7. LOAN NUMBER: 00093823-001 MAW 77786039 8. MORTGAGE INSURANCE CASE NUMBER: ~. NoTe: rrns roan Is famished to give yvu a statement of actual settlement costs. Amounts paid to and by fire settlement agent are shown. Items marked (P.O. C.)"ware paid ou(side the closing; they are shown here for informational purposes and are not included in the totals. D. NAME of BoRROwER: Steven P. Morra and Ann G. Morra ADDRESS OF BORROWER: 241 Haldeman AVe. New Cumberland PA 17070 E. NAME OF SELLER: Estate Of Carolyn E. BartlebaUgh ADDRESS OF SELLER,: F. NAME OF LENDER: Metro Bank ADDRESS OF LENDER: 3801 Paxton Street Harrisburg, PA 17111 G. PROPERTY LOCATION: 5030 ErbS Bridge Road Mechanicsburg, PA 17050 Cumberland County 10-20-1844-072D Parcel #10-20-1844-072D H. SETTLEMENT AGENT: Affiliated Settlement Services Group, LLC PLACE OF SETTLEMENT: 3912 Market Street, Camp Hill, PA 17011 I. SETTLEMENT DATE: 1/22/2010 PRORATION DATE: 1/22/2010 DISBURSEMENT DATE: 1 /22/2010 J• SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION 101. Contract Sales Price 192,000.00 401. Contract Sales Price 102. Personal Property 192,000.00 402. Personal Property 103. Settlement charges to Borrower (line 1400 ) 5,120.08 403. 104. 404. 105. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. CityfTown Taxes 406. Ci !Town Taxes 107 Count Taxes . y 407. Count Taxes 108 Assessments . 408. Assessments 109 School Tax . 01!22/10 to 06/30/10 110 Sewer 630.71 409. School Tax 01/22/10 to 06/30/10 630.71 . 01/22/10 to 03/31/10 111 111.78 410. Sewer 01/22/10 to 03/31/10 111.78 . 411. 112 . 412. 113 . 11d 413. „, :aas spe~ap ~o j ~uawuosl~dwl pus auil a apn~DUl ueo uoggnuoo uodn sal>leuad •w~ol ~e@wls .tae ~o sl uo sa OLDL ua~oaS pue I~pD L uopoaS apo0 •S'f181 aR! 43 leis Pal!ufl atp of sruawa3ers as~el a~lew IIIBuw~ou~ 03 awl~o a s! 31 ~JNINatJh elea ~ I ~ ~ ~ Oll 'dnar0 s~aolniaS luawalllaS a;elll~~ lua6y luawaluag. sly- yllm a~uep~ooDe ul pasrngslp aq o; spunk ay3 esnea plM ~o pasne~ 2ney I volpesuei;sly; to lunoaoe a>,e~n e e s da~d~~a~e~ _ 7ua SJalla$ 1 4o14M ruaiLale;S;u aR3aS L-onH aye s~amoLOg B~~o W 'O uu: ~^~~ C J ~..% ,.r'Y~i~~Y~~~ 46negal~e8 •3 u~(la?O bo ale;s3 e~~o n ~d uan ~ - ~. Calculated Value of Your Paper Savings Bond(s) Page 1 of Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 08/2009 Total Price Total Value Total Interest YTD Znterest $14,250.00 $24,616 20 $10,366.20 $433.20 Bonds: 1-57 of 57 Serial # Series Denom Issue Date Next Accrual Final Maturity Yssue Price Interest Interest Rate Value Note D41428819EE EE $500 07/1994 01/2010 07/2024. $250.00 $214.40 1.70% $464.40 D42443621EE EE $500 07/1994 01/2010" 07/2024 $250.00 $214.40 1.70% $464.40 D42480446EE EE'. $500 08/1994 02/2010 08/2024, $250.00 .$214.40 1.70% $464.40 D42502382EE EE $500 08/1994 ,02/2010..... .08/2024 $250.00. .$214.40 1.70% $464.40 _.._ D42534647EE EE ," $500- 09/1994 09/2009 09/2024 $250.00 $208.80 2.44% $458.80 I D42555780EE EE: $500, 09/1994 09/2009. 09/2024 $250.00 _ $208.80 2.44% $458.80 D42591456EE EE $500 09/1994 09/2009 09/2024 $250.00 _$208.80 2.44% $458.80 D42687519EE EE _ $500 11/1994 11/2009 11/2024 $250.00 $203.60 1.76% $453.60 D42650724EE EE $500 10/1994 10/2009 10/2024 $250.00 $208.80 2.44 % $458.80 D42620008EE EE: $500 10/1994 10/2009 10/2024 $250.00 $208.80 2.44% $458.80 D45023655EE EE. $500 03/1995 09/2009 03/2025 $250.00 $198.00 2.48% $448.00 D44530310EE EE $500 03/1995 09/2009 03/2025 $250.00_ ,$198.00 2.48% $448.00 D44471164EE EE $500 02/1995 02/2010 02/2025 $250.00 _ $203.60 1.76% $453.60 ..... . ....... D44501619EE EE $500 03/1995;_.. 09/2009 _ 03/2025 $250..00 ,$198.00 2.48 % $448.00 D44440552EE EE $500 02/1995_ 02/2010_ _ 02/2025 $250.00 $203.60 1.76% $453.60 0 _ ..... ,. . . , .~ . ~.._,~ _ % $453.60 71850EE D443 Ef- $500 .. O1/1995~ 01/2010 01/2025% $250_.00 $203.60 1.76% $453.60 D44332808EE EE $500 12/1994 12/2009 12/2024 $250.00 $203.60 1.76% $453.60 D44291894EE EE $500 12/1994" 12/2009 12/2024 $250.00 $203.60 1.76% $453.60 D39302216EE EE $500 11/1994 11/2009 1.1/2024 $250.00. $203.60 1.76 % $453.60 D45915823EE EE , $500. 08/1995.; 02/2010 08/2025 $250.00 $178.00 _ 1.55% $428.00 D45882320EE EE $500 08/1995 02/2010 08/2025 $250.00 _ $178.00 1.55% $428.00 D45835573EE EE $500 07/1995, _ 01/2010 07/2025, _ $250.00 _$178"00 1.55% $428.00 D45287925EE EE $500 071995. _"_01/2010_ _ ._ ._.07/2025 $250.00 _,,._$178.00 _ 1 55% X428.00 D45249738EE EE $500, 06/1995 __ . .12/2009., _ 06/2025 $250.00 $178.00 1.55% $428.00 D45214026EE EE $500 06/1995, 12/2009 06/2025 $250.00 $178.00. 1.55% $428.00 D45174487EE EE $500 05/1995 11/2009 05/2025 $250.00 $178.00 1.55% $428.00 D45143827EE EE $500 05/1995 11/2009 05/2025 $250.00 $178.00 1.55% $428.00 D45098722EE E'E $500 04/1995 10/2009 04/2025 $250.00 $198.00 2.48 % $448.00 D45057251EE EE $500 04/1995 10/2009 04/2025 $250.00 $198.00 2.48% $448.00 D47029737EE EE $500 01/1996 01/2010. 01/2026 $250.00 $166.80. 1.55% $416.80 D46973304EE EE $500 12/1995- 12/2009 12/2025 $250.00_ . _,$166.80 1.55% $416.80 D46509938EE EE $500 12/1995 12/2009, 12/2025_ $250.00 " „$166.80 1.55% .$416.80 D46445597EE EE $500 11/1995 11/2009 11/2025 r $250 .00 $166.80 1.55% $416.80 D46401803EE EE $500 11/1995 11/2009_ 11/2025 $250.00 $166.80 1.55% $416.80 D46356227EE EE $500 10/1995 10/2009 10/2025 $250.00 $172.40 2.65 % $422.40 D46320898EE EE $500 10/1995 10/2009 10/2025 $250.00 $172.40 2.65 % $422.40 D46277784EE EE $500 09/1995 09/2009 09/2025 $250.00 $172.40 2.65 % $422.40 D46237222EE EE $500 09/1995. 09/2009 09/202.5 $250.00_ $172.40 2.65% $422.40 D46193039EE EE $500 09/1995 09/2009 09/2025 $250.00 $172.40 2.65% $422.40 D47397605EE EE $500 05/1996. ,_11/2009, 05/2026_ $250.00 _$157.60 1.55 % $407.60 D47348230EE EE $500 05/1996 11/2009 05/2026 $250.00 $157.60 1.55% $407.60 D47298726EE EE $500 04/1996 10/200.9 04/2026 $250.00 $161.40 2.65% $411.40 D47261335EE EE $500 04/1996 10/2009 04/2026 $250.00 $161.40 2.65 % $411.40 D47214958EE EE $500 03/1996 09/2009 03/2026 $250.00 $161.40 2.65% $411.40 D47175345EE EE $500 03/1996 09/2009 03/2026 $250.00 $161.40 2.65% $411.40 D47135436EE EE $500 03/1996 09/2009 03/2026 $250.00 $161.40 2.65% $411.40 D47091961EE E:E $500 02/1996 02/2010 02/2026 $250.00 .$166.80 1.55 % $416.80 D43385131EE EE $500 02/1996 02/2010 02/2026 $250.00 $166.80 1.55% $416.80 D47066020EE EE $500 01/1996 01/2010 01/2026 $250.00 $166.80 1.55 % $416.80 D47625056EE EE $500 08/1996 02/2010 .08/2026 .$250.00 $157.60 1.55% $407.60 Schedule B.l hrr„•//.xnx~.x, trPacnrvdirect~ov/BC/SBCPrice 09/09/200 Calculated Value of Your Paper Savings Bond(s) Page 2 of D47625055EE EE $500 08/1996 02/2010 08/2026 $250.00 $157.60 1.55% $407.60 D47591371EE EE $500 08/1996,. 02/2010 08/2026 $250.00 $157.60 1.55% $407.60 D47551448EE EE $500 07/1996; 01/2010 07/2026; $250.00 $157.60 1.55% $407.60 D47511564EE EE $500 07/1996_ 01/2010 07/2026_ $250.00 $157 60. 1.55%° X407.60 D47477119EE EE $500 06%1996 _12/2009 06/2026 $250.00 _$157 60 1.55% $407.60 D47439036EE EE $500 06/1996; 12/2009- _ 06(2026_ _ $250.00. $157 60 1.55% $407.60. Totals for 57 Bonds $14,250.00 $10,366.20 $24,616.20 Notes NI Not Issued NE Not eligible for payment P5 Includes 3 month interest penalty MA Matured and not earnin interest Schedule B.1 http://www.treasurydirect.govBC/SBCPrice 09/09/200 STOCKS/BONDS INVENTORY No.Shares/ Class Company Cert./Bond Date of Bonds Registered in Denomination Series Name Number Issue Name of (1) 5,000.00 HH U.S. Treas. V1245310HH 04/1997 Carolyn E. Bartlebaugh (1) 5,000.00 HH U.S. Treas. V1245311HH 04/1997 Carolyn E. Bartlebaugh (1) 5,000.00 HH U.S. Treas. V1245512HH 04/1997 Carolyn E. Bartlebaugh (1) 10,000.00 HH U.S. Treas. X849156HH 04/1997 Carolyn E. Bartlebaugh (1) 10,000.00 HH U.S. Treas. X849157HH 04/1997 Carolyn E. Bartlebaugh (1) 10,000.00 HH U.S. Treas. X849158HH 04/1997 Carolyn E. Bartlebaugh (1) 10,000.00 HH U.S. Treas. X849159HH 04/1997 Carolyn E. Bartlebaugh Schedule B.2 ~~~--~~+-GVU:+ ~~ : ~~ rl~ ~raystore tsanx i 1 ; ~.~~~ i >~ /,t/l /y1 ~. 1 , ., ! -/ ~,., ,~ ~~, ~ ~% ~~~~~''~ SAN K Your Life, _yaur bun~z. l,2arlin IZ. i<~cCaJeb Frankel~erger Place 219)a;t IvZaii~ St. M:,chanicsburg PA I7l?55 Dear Mr. McCalel?: I did previously send you a printout of the current balance ofthe certificate of deposit for Caral~m 13artJc~augh wbfn I was originally notified by your frm last month. 7 spoke with ynttr seeretxry followi.~tg my initial letter to you and indicated that r was not certain tF!at we cou!cl provide the value as of a specific date. V4v'liile conducting researci~ on this niatter,l discovered Thal we r3o have the capability of providing the valt;e. as of a particular date. The. valtt~ of the certificate fls afthe date of :lealla, A.ugusl 1 S, 2004, wdS 543,352.64 (accotult ntunt~er 300C}J93192) which does nog i_nelud~e tl.e accn~ed interest of $4.43. Very t -~ y ~~ours, / ~ ~ ~ ' ~~, She; i C. Melniek Onerutiozas Supet-visor 1 / G Schedule E.1 Fax Transmission 8/31/2009 1;12;44 PNI PAGE 1/002 Fax sarv~r ~1'.~'HCI~'It~. Wachovia Bartle N.A. Balance Confirtnaron Services P O Box 40028 Roanoke, VA 24022-7313 August 31, 2UU9 MARLIN R MCALEB LAW OFFICES ATTN: MARLIN R MCCALEB ,~ + Reference ID: 27821 s7 SUBJECT: Verification / Confirmation of Aooount and Balance Informadon pro4ided for: Customer: CAROLYN BARTLEBAIIGH (SSN~ XAX-X3~:-767]) Date of Death: AugeaR ]5, 2otl9 Denoffit Account Information Acooer+d Aooouert Dal~cofDeath Average Date Maturity lydecest Accreeed YTll Date Type l+~eeher Balan« BaLuca* Upemed Date Bate le4e~'! ledcnat Paid Clcand CERT[FICATEOF A7~'X.Y.~i7~~c7t'~'8981 532,809.16 11113/2007 2!13.+2010 $2.88 Sbl2.57 I~EI'OSIT Lk:C3AL' fi'iE: CARULYN E BAP'CLEBAUGH DIANE B STAMP - POA C:Rif:;(;I{1TI(7 3{?U~C:i?4}:Xy900 S34,E97.I1 I1/li2003 54.75 S3S.60 IBC+AL TIT1E: C'AROLYN E l3.4RTLEHAUGH DANE I2 STAMP - POA Your cegeust hea been forwarded to the Vd~u:hnvia Cortsnpondeme Team to assist with addenaa change aedJor eoooueet clo~rra If wu have eery questions, please call I -800-922- 4684. CxIEC~:ITIG _--~ ~'KX9t73 ----' $57,486.59 626/2009- --- 525.20 540.30 LEGAL TITLE: CAROLYN E HARTLEBAUGH Di4.~1E 3 STAMP - YOA c_:H1;.C2:LNG -_ }OL7;~:xJs'~C:S"740t $18,113.18 4?3/1997 SD.bO $5.07 LFu,gLi'fI'I-E: CAR.OL'~1`i F,BAR~ZEE~AiJGH DIANE B STAMP - YUA Your request has beam forwaeded to the Waehovin C,orreapondeeece Team to assist with address change and/or amwuri clocuae. If you have eery eueaticm4 please call 1-8D0-922- 4684. SAVINGS ?t?'\?CXX.~'k?f8794 51,278.67 -- 2+111997 $O.D4 SD.38 L,tiC.iA1 'iTI'L.E: C:.4RULYN E HART. •EBAUGH LIIANE B S'!'AlvfY - YOA Schedule E.4,5,6,7,8 an 11 Glllpll11~7~71V11 of oti G~/V.7 t ~ 1G ~tY Y1.1 YH1A~ G1 VVL T dX ~CZ~VCL- !'Fl'~.i~;~~ Aoaount Aocoura "i ype Number Other Account Inforlnadon DateofHalance Date OPT 12efercnce ID: 2782157 I)atc hedger Colloctri Clod ANNUITY k'X.l'h'JOO{7~7{0884 12/21/1998 IFGAL'ITII.E: CAROLYN E I3AATLEbAUGH AkiRRICAN Gt~NERAL -For i~'o~mafion regarding amwiticry pkasc ex;l $00.424-499D SAFE: DEPOSI'T' x?DC?OU'SC7+7iC237 4C3l1997 F30?~ I.Er;.AL iTTLE: C:AROLYN E HARTLEBAUGH i,(X ATION: 520 I STRiPSON FERRY ROAll ME(:IIAAiICJBURG PA I7DS0 7t7-795-8731 Date of death balance does not include accrued interest. If date of death oceurrs on a weekend or a hoLday, date of death balance does not incl-~rde anv .ransactions that were made during that time period. fir. ~~~ Amy Ctraybill Servicenter Associate Phone: (540)563-7323 ag; ag Schedule E. 4, 5, 6, 7,8 MOBILE MERCHANTS (717) 805-9257 Gold Mine (717) 766-1697 57 W. Main St. Mechanicsbur PA ~ 05 S TO: ~ ~ ' o~ r.~.~ ~F DATE ~~S'"~U g SALES SHIPTO N V O I C E PAGE TOTAL QUANTITY DESCRIPTION STOCK NO. UNIT PRICE TOTAL ~~/~ 0 d 2 ~ ~ rec. FiZ A2S ~ 3 -~ r THANK YOU Page Grand Total Schedule E.10 i '~ Mercedes-Benz Sun Motor Cars, Inc. September 2, 2009 Sun Motor Cars is valuing this 1982 Mercedes Benz 380SL with the vin# WDBBA45A7CB016072 at $5,000. QcJi Dave Fishe New Car ales Manager J~ Mercedes-Benz -are registered trademarks of Daimler, Stuttgart, Germany. Sun Motor Cars, Inc. 6677 Carlisle Pike Mechanicsburg, PA 17050 Telephone: (717) 691-3333 Fax: (717) 691-8021 www.sunmotorcars.com Sche&ule E.11 i '~ Mercedes-Benz Sun Motor Cars, Inc. September 2, 2009 Sun Motor Cars is valuing this 1999 Mercedes Benz E320W4 with the vin# WDBJF82HOXX027056 at $12,000. Fi New Cai dales Manager Mercedes-Benz-are registered trademarks of Daimler, Stuttgart, Germany. Sun Motor Cars, Inc. 6677 Carlisle Pike Mechanicsburg, PA 17050 Telephone: (717) 691-3333 Fax:(717j691-8021 www.sunmotorcars.com Schedule E.12 Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 17015 717-249-2677 249-197$ 697-4794 To: Marlin R. McCaleb, Attorney 219 East Main St. /Nlechanicsburg, PA 17055 From; Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 17015 Re: Estate of Carolyn Bartlebaugh 5030 Erbs Bridge Rd. Mechanicsburg, PA 17050 Basement Family Room Genesis Love Seat & Ottoman Brass & Glass coffee table Painted Trunk New Quilt Panasonic TV & VCR Misc. Books & CD's Cast Iron Cat Doorstop Bronze Panther Nest of Hat Boxes Misc. Pictures Mahogany Upright Piano Piano Stool Cazosel Toy Painted Knee hole Desk Floral Sofa & Chair Brass Floor Lamp 2 newer slag glass boudoir lamps Apartment size refrigerator Microwave oven Dirt Devil Sweeper Adolfe Holer Violin in Case w/ Getz Bow Misc. Christmas items Entryway Large brass vase September 10, 2009 $100,00 15.00 10.00 10.00 25.00 10.00 50.00 100.00 10.00 10.00 100.00 25.00 10.00 15.00 75.00 10.00 20.00 20.00 10.00 10.00 75.00 10.00 1 o_oa Schedule E.19 Stain glass style mirror 10.00 Upstairs Living Room White desk or hall table 20.00 Pine Chimney cupboard 50.00 Burgandy Sofa & Love seat 150.00 Maple drop leaf table & 4 ladderback chairs 80.00 Antique Slag glass table lamp, as is 200.00 Antique Doughtray 65.00 Oak rocker w/ arms 35.00 Metal stool 10.00 Pr. wood & metal chairs 10.00 Pine Entertainment center 65.00 Antique Trunk 35.00 Longaberger basket 15.00 Dining Room Oak Table, 4 chairs & glass top hutch w/ green accents 250.00 Maple drop front desk 40.00 Stereo & speakers, Ventura 10.00 Antique cherry washstand w/ chipped carving 100.00 Potato bin 20.00 10 pieces Green Depression Glass 110.00 Mother of Pearl Opera glasses 15.00 Misc. Glass & China 35.00 Childs school desk, craft item 10.00 Porch Metal Bakers rack 40.00 White crack w/ crown mark 15.00 Metal table & 2 chairs 25.00 Metal rocker 15.00 Baz table & 2 chairs 50.00 2 Longaberger Baskets 25.00 Advent TV No Value Kitchen Antique High Top Drysink 600.00 New music box 20.00 Misc. Glass & china 15.00 Watt ware bowl 40.00 Misc. Kitchen wares 20.00 Sewing Room Bookshelf 10.00 Sewing Machine in Case No Value Schedule E.19 Janome Sewing Machine 50.00 2 Drawer metal file cabinet 10.00 (2) Oak 2 door file cabinets 40.00 Drying Rack 10.00 Yarn & materials 20.00 McSpadden Dulcimer 35.00 4 Folding Chairs 15.00 Sewing Books & tapes 10.00 Santa Rosa Guitar Co. Ukulele 20.00 Bedroom Oak tall chest, modern 100.00 White Lingerie chest 65.00 Brass Bed w/ frame 10.00 White end stand 10.00 Cheval mirror 15.00 Mexican Silver Bracelet & costume jewelry 30.00 Gold ring & necklace 40 00 ~ 10.00 Garage Poulan blower & weed eater 15.00 Exercise Bike 25 00 Wood Sled 10.00 Trunk 10.00 Powermaster Generator 100.00 Husky Power Washer 75.00 Cart 10.00 Kerosene heater 10.00 Metal lawn wagon 40.00 Holiday chest freezer, small 50.00 Small Shop Vac 10.00 Misc. Bench Tools 20.00 Garden Shed Craftsman 18.Shp Riding Mower 600.00 Metal Lawn Cart 50.00 (2) Lawn Mowers 60.00 Total $4515.00 w J~ W. David Rowe ~- Schedule E.19 ©©©® INVESTMENT MANAGEMENT MFS Service Center, Inc. P.O. Box 55824, Boston, MA 02205-5824 800.225.2606 mfs.com September 4, 2009 NYLIFE SECURITIES LLC ATTN: HENRY J WAGNER 3401 N FRONT ST FL 1 HARRISBURG PA 17110-1462 Reference: 01831092 Account Number 18-3551011024 Account Number 26-9896336974 Account Number 91-8182838361 MFS Heritage Trust Co CUST Mechanicsburg Area Schl Dist Tax Sheltered Annuity 403(6) A/C Carolyn E Bartlebaugh Dear Mr. Wagner: I am writing regarding the request for written verification of the values of the referenced MFS 403(6) accounts on August 15, 2009. Since August 15, 2009, was a Saturday there were no prices computed for that date. Therefore, we are providing balance information for the last business day prior to August 15, 2009. The following information represents the values of each MFS 403(6} account on August 14, 2009: Fund/Account Number Total Shares Net Asset Value Dollar Value 18/3551011024 1,333.366 $2.99 $3,986.76 26/9896336974 1,220.078 $10.03 $12,237.38 91/8182838361 1,794.032 $13.64 $24,470.60 Schedule G.1 If you have any questions, please call our Client Services Department at 1-800-637-1255 any business day between 8 a.m. and 7 p.m. Eastern time. One of our service representatives will be happy to assist you. In addition, you can obtain fund information 24 hours a day by calling our automated line at 1-800-MF'S-TALK or visiting our website at www.mfs.com. Sincerely, sww~u, Stephanie Spence Client: Services Enclosure(s): Postage-Paid Envelope cc: Carolyn E Bartlebaugh Schedule G.1 Sovereign Bank ESTATE OF Carolyn Bartlebaugh SOCIAL SECURITY #: 206-38-7671 DATE OF DEATH: August 15, 2009 Account #: 0578150492 Type: IRA Open date: 1/5/1999 In the name of: Carolyn E Bartlebaugh Date of Death Balance: $87,172.41 Int.(YTD) from 1/1/2009 to 7/31/2009 $2,131.65 Accrued interest to date of death: $173.37 Other Info: Primary beneficiary: Diane Baish -sister. Page 1 of 1 Schedule G.2 1~l/27f2009 10:51 °063426966 WNL ~iHLIC FADE N2 t~ti' E ST E FAN ~ N,~T I C7 E~1 A L Life I r s u r 7 n :: a ~ o m. p c: r y ~: _`. Goy 8i l 1.4011 ~12'~. l"~!J C,Dctoijer 27. 20(19 1~'Ia~-1,i.r: R. ~1cCaleb Frankeberger Place P.O. Box 230 .Mechanicsburg. P,A 17055 Via Fax: 717-691-7772 Re: Aiuauity Contract FJ200884 Cvntzact Oa-rter Carvl.yn Bartlebaugh, deceased Dear ~'ir. McCaleb. Thank you. f~-r your recent ir.qui.zy z~egarding this atm.uity contract . R'e wou)d lilte tv take this apportui}ity to .respond to your request. Cash Value as of Date of Deatl~ on 0811 512009: $28,375.56 lr~cluclcs Interest Accrued from 07/01109-08!15/09: $120.09 Mr..McCaleb, o~~e appreciate the appartua~ity to assist you. Should you have an.y c~ucstions, please contact our Claez~.t Care Center at 1-800-424-4990. Siaiccrely, ~ ~s ''~ `~ Sandra Castillo Annuity Claims DepartTne.nt Schedule G.3 PRODUCT 217 ~rII~DS~I Page No. of Page: LENK TREE SERVICE `~.. DIVISION OF LENK CONTRACTING, INC. Tammy Lenk, President r~ 924 W. Trindle Road 2 7 013 MECHANICSBURG, PENNSYLVANIA 17055 (717) 766-8201 Fax (717) 795-881 PRO AL SUBMITTED TO w~~ G 9 nnnocce ~ S ~ _/ EJ ~ / ~ 3c~ ARCHITECT JOB PHONE ~~ ~~~ We hereby submit specifications nd estimates, subject to all terms and conditions as set forth on both sides, as follows: _ _. -~~,. h........_ O T7 1~ _... __. __ n __ __ ao : D __ _ _ __ . ~S-f-c,r~~p. ............... __ __ ___ Sao ~ ~ '~' ,;,? ___ _ ___ _ ........................... ................. ....................... __ _ __ _ __ . .............. ________ __ __ _ __. ....... ................... .................... . ~f ~ __ ____. ....... _ ___ __. ____ _. _. (Read Reverse Side) COpUSe hereby to furnish material and labor - complete in accordance with above sp ecificatio for the sum of: - ,, , _._ n / dollars ($ i 5ofl , x~ NOTE: This proposal may be withdrawn by us if not accepted within Authorized days. Signature ~ceie{,r#p~. The above prices, specifications and conditions are satisfactory and are hereby accepted. You are authorized to do the work as specified. Payment will be Signatur ' made as outlined above. Date _ ~~ Signature ~ ~~~ 1 ~, i ~ ~ t~t ., `w~ 3 a Y tN ~ry z .r , 4~ ;~ ..mot ~. Schedule H.B. 7.9 ~~~ `~ /~ ` VV. 4. K.~aw~tter Consttuctioal dld'~ P. o, ~~~ sss ~ Nlechazt~csbuirg, PA 17~~~ air Bill To X030 i:rbs Bridge Road !vieth~nicsburg, P,4 17050 ~t1VO1Ce Date Invoice # a; l~noo4 o9•za7o 1 ;- .~ A ~' i°°~ / ~,.. a p _.~ 1 ~ 1. 1 k ~~ Terms Projeet PA015 749 9!16!2009 Frbs Bridge Quantity Item Code Description Price Each Amount 42 Site Work Remo~~e 21 Zr3 square of shingles O.GO 4,00 OZ Site Work Rcpiace 2l 2/3 square of shingles 0.00 0.00 OZ $ite 1A~orit rernovr ali trash h,~jp.i)fl 6,25()_l+G You iaYe a one yrar warranty on this rwf. Good until 09/ 16R~J t 0 Emily, Sorry it took so long to get to you. Totai sb,zsaoo Balance Due so.oo Phone # Fex # E-mail 717-!118-i 30'7 ? 17-SO6-0427 wakla~cgmcast.nct Schedule H.B.7.19