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07-29-10
' 1505610140 REV-1500 ~` ~°'-'°) PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number Po Box 28oso1 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 2 1 0 9 1 1 0 0 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 9 3 6 5 7 9 7 1 1 1 0 2 0 1 0 1 0 0 4 1 9 1 3 Decedent's Last Name Suffix Decedent's First Name MI H O O K E V I V I A N S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust 1 (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95j State ZIP Code CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTWL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number W I L L I A M A D U N C A N 7 1 7 2 4 9 7 7 8 0 ~., First line of address 1 I R V I N E Second line of address City or Post Office C A R L I S L E 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) REGISTEI~.DFrNf~ILLS USE~LY _~ ~. _~ ~ ~ ' ,f ~ ~ ;:~ ~-~ I ~. _. ~ . DATEii FILED C:"} `~'~ -~-- P A 1 7 0 1 3 -.'_~ :. VT ~ Correspondent's e-mail address: B I L L D U N A N a1 P A• N E T Under penalties of perjury, !declare that 1 have examined this return, including acxompanying schedules and statements, and to the best of my knowledge and belief, it is true, rrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT OFSO PON LE FOR FILING RETURN gA ~7 / ~. svr j l ~ 811 WELLINGTON DRIVE CARLISLE PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATNE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY 150561014D R 0 W Side 1 150561014^ ~'~ J REV-1500 EX DecEdenrs Name: V I V I A N S• HOOK E Decedent's Social Security Number 2 0 9 3 6 5 7 9? RECAPITULATION 1 4 5 7 5 0 0 0 1. ........................................... Real Estate (Schedule A) 1- . 2 ? 0 7 0 2 4. 8 8 2. Stocks and Bonds (Schedule B) ...................................... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. 2 0 0 0 0 0 • 0 ~ 2 2 9 1 4 ? . 0 5 5. party (Schedule E)....... Cash, Bank Deposits and Miscellaneous Personal Pro 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. • 7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property uested r Billin Re t ~ S 7 • ....... g q epa a e (Schedule G) . 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 2 8 1 9 2 1, 9 3 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9• 2 2 3 3 9 . 2 1 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 2 7 9 5 7 • 9 5 11. Total Deductions (total Lines 9 and 10) ............................... 11. 5 0 2 9 7 . 1 6 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 2 3 1 6 2 4 . 7 ? 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. 1 2 3 1 6 2 4 . ? 7 TAX CALCULATION -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. 16. Amount of Line 14 taxable at lineal rate x .045 1 2 3 1 6 2 4. 7 ? 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 ~ ~ ~ 18. 19. TAX DUE ................ ............................ ... ..... ..19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610240 0. 0 0 5 5 4 2 3. 1 1 0. 0 0 0. 0 0 5 5 4 2 3. 1 1 Side 2 1505610240 1505610240 REV-1500 EX Page 3 File Number Decedent's Comalete Address: 21 0 9 110 0 DECEDENTS NAME VIVIAN S• HOOKE __ STREET ADDRESS 1 LONGSDORF WAY __ ___. _ CITY -- -- - --- - - -- --- STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 35,000.00 1,841.00 Total Credits (A + B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT 55,423.11 36,841.00 0.00 18, 582.11 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ................................................................. ..... ^ b. retain the right to designate who shall use the property transferred or its income; .......................... ..... ^ X^ c. retain a reversionary interest; or ........................................................................................... ..... ^ d. receive the promise for fife of either payments, benefits or care? .................................................. ..... ^ 0 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................. ..... ^ X^ 3. Did decedent own an "intrust for" orpayable-upon-{ieath bank account or security at his or her death? .... ..... ^ 0 4. Did decedent own an individual retirement acxount, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................. ..... X^ ^ 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 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 benefiaaries is 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 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: VIVIAN S• HOOKE _ 21 09 1100 All real properly 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 that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Indude a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1• 321 W• RIDGE ST• 95,000.00 CARLISLE, PA 17013 [SEE ATTACHED APPRAISAL] 2• 320-322 S• HANOVER ST• - 25~ INTEREST OF 50,750.00 $203,000.00 VALUATION [SEE ATTACHED APPRAISAL] TOTAL (Also enter on Line 1, Recapitulation.;) ~ ~ 14 5 , 7 5 0 - 0 0 REV-1503 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDVLE B STOCKS & BONDS ESTATE OF FILE NUMBER VIVIAN S• HOOKE 21 09 1100 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH ~. M8T BANK STOCK - 6996 SHARES X $62.50 EACH 437,250.00 2- OPPENHEIMER & CO-, INC- 87,636.40 3- RITE ADI STOCK - 398 SHARES X $1.36 EACH 541.28 4- DELAWARE INVESTMENTS - NATL• HIGH YIELD MUNI BOND A 45,033.20 4,811.239 X $9.36 [SEE ATTACHED DOD LETTER] 5• DELAWARE INVESTMENTS - LARGE CAP VALUE FUND A 49,514.00 3,800 SHARES X $13.03 [SEE ATTACHED DOD LETTER] 6• WEST SHORE SCHOOL DISTRICT BOND - $35,000.00 36,050.00 [SEE ATTACHED DOD LETTER] ?- STATE PUBLIC SCH- BLDG• AUTH PA COL - $50,000.00 51,000.00 [SEE ATTACHED DOD LETTER] TOTAL (Also enter on line 2, Recapitulation) ~ 5 7 0 7, 0 2 4.8 8 REV-1507 EX + (6-98) SCHEDULE D COMMONWEALTH OF PENNSYLVANIA MORTGAGES & NOTES INHERITANCE TAX RETURN RECENABLE RESIDENT DECEDENT ESTATE OF FILE NUMBER VIVIAN S• HOOKE 21 09 1100 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM I VALUE AT DATE NUMBER DESCRIPTION OF DEATH ~. SCHOOL ROAD VENTURES MORTGAGE 200,000.00 TOTAL (Also enter on line 4, Recapitulation) ~~ 2 0 0, 0 0 0. 0 0 REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN scHEOV~E E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER VIVIAN S• HOOKE 21 09 1100 Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-0wned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION ~. MST BANK - CHECKING ACCT• # 9830138039 [SEE ATTACHED DOD LETTER] 2• M&T BANK - SAVING ACCT• # 15004202071805 [SEE ATTACHED DOD LETTER] 3• FIRST NATIONAL BANK OF CHESTER CTY - CD# 290003453 [SEE ATTACHED DOD LETTER] 4• FIRST NATIONAL BANK OF CHESTER CTY - CDC 290005979 [SEE ATTACHED DOD LETTER] 5• PNC BANK, NA - SAVINGS ACCT- # 5130365991 [SEE ATTACHED DOD LETTER] 6• ORRSTOWN BANK - CD # 400004515 [SEE ATTACHED DOD LETTER] 7• CAPITAL BLUE CROSS REFUND 8• TIME MAGAZINE REFUND 9• MED CTR REFUND 10• DECEMBER RENT PAYMENT FOR 321 RIDGE ST- 11• SCHOOL ROAD VENTURE NOVEMBER MTG• PAYMENT 12• ORRSTOWN IRA INTEREST PYMT 13- DIVIDEND PYMT M8T STOCK - 6,996 SHARES X •70 14- DIVIDEND PYMT DELAWARE INVESTMENTS 15• DIVIDEND PYMT DELAWARE INVESTMENTS 16• N-Y• LIFE INSURANCE REFUND - UNUSED PREMIUM VALUE AT DATE OF DEATH 33, 002.64 3, 272.98 100, 554.59 7, 889.92 20, 770.80 50, 084.67 158.10 38.04 150.71 675.00 750.00 133.57 4 , 897.20 513.00 204.70 638.09 TOTAL (Also enter on line 5, Recapitulation) S 2 2 9 ,14 ? • 0 5 Continuation of REV-1500 Inheritance Tax Return Resident Decedent VIVIAN S. HOOKE 21 09 1100 Decedent's Name Page 1 File Number Schedule E -Cash, Bank Deposits, ~ Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17- N•Y• LIFE INSURANCE CO- - REFUND 800.00 18• N-Y- LIFE INSURANCE CO- - REFUND 960.00 19- DELAWARE INESTMENTS - DIVIDEND 213.04 20• N•Y• LIFE INSURANCE CO--CUMBERLAND CROSSINGS REFUND 3,440.00 SUBTOTAL SCHEDULE E 5 , 413.0 4 GRAND TOTAL SCHEDULE E ~ 229,147.05 REV-1511 FJC+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS __. ESTATE OF FILE NUMBER VIVIAN S- HOOKE 21 09 1100 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 15,382.29 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) _ Street Address City State ZIP Year(s) Commission Paid: 2. AttomeyFees: DUNCAN & HARTMAN, PC 5,000.00 3, Fatuity Exemption: pf deoedenYs address is not the same as daimanYs, attach explanation.) Claimant Street Address _ City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 630.00 5 Accountant Fees: 6. Tax Retum Preparer Fees: 7. DEATH CERTIFICATES 60.00 8- CUMBERLAND LAW JOURNAL - LEGAL NOTICE ?5.00 9• THE SENTINEL - LEGAL AD ],76.92 10- REGISTER OF WILLS - FILING FEE 15.00 11- HELD IN RESERVE 1,000.00 TOTAL (Also enter on Line 9, Recapitulation;) ~ 2 2 , 3 3 9 • 21 REV-1512 EX+ (12-08) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8~ LIENS ESTATE OF FILE NUMBER VIVIAN S• HOOKE 21 09 1100 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ARGENNT CO - CLEAN OUT HOUSE 200•DO 2• MEDSTAFER 84.00 3• DICKINSON LUTHERN SOCIAL MINISTRY CUMB, CROSSING 250.38 4- CONTINUING CARE 237.75 5• US TREASURY - 4TH QUARTER PAYMENT 1,360.00 6- DEPARTMENT OF REVENUE - 4TH QUARTER EST• TAX PYMT• 280.00 7- FEHL AWNING 14.69 8• BOOK KEEPING SERVICES 148.20 9• DIVERSIFIED APPRAISAL SVCS- - 321-322 S- HANOVER ST• 1,950.00 10- PA DEPT- OF REVENUE - 2009 TAXES 23.00 11• MARK WEITZEL, CPA- - TAX PREP 400.00 12• RECORDER OF DEEDS - ASSIGNMENT OF MTG• - VIVIAN 63.00 HOOKE TO WILLIAM HOOKE, JR- 13• RECORDER OF DEEDS - ASSIGNMENT OF MTG• - CARL- DEV• 330.50 LLC TO WILLIAM HOOKE, JR- 14- BOOKKEEPING 12],•60 15- M8T MORTGAGE 320-322 S-HANOVER ST•, CARL ISLE, PA 22,494.83 TOTAL (Also enter on Line 10, Recapitulation) S 2 7 , 9 5 7.9 5 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) Pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: VIVIAN S• HOOKE ~L u7 yyuu 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 pndude ht spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. WILLIAM H• HOOKE, JR• Lineal 811 WELLINGTON DRIVE 100 SHARE CARLISLE, PA 17013 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. ~ If mnrP cnan? is n~rlarl i icP arirfifinnal ch~?tc of nanar of thr? camp ci~a LAST WILL TESTAMENT OF I, VIVIAN S. HOOKS, of the Borough of Carlisle, Cumberland County, Commonwealth of Pennsylvania, Commonwealth of 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 any and all other wills and codicils heretofore made by me. FIRST. I direct that all my just debts and funeral expenses be paid from my (;state as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot in Ashland Cemetery, in Carlisle, next to my husband, in accord with my expressed wishes. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the :purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath the sum of One Thousand Dollars ($1.,000.00) to MARY M. DEITCH of Cumberland County, Pennsylvania, and I further give, devise and bequeath the sum of Two Thousand Five Hundred Dollars ($2,500.00) to each of my grandchildren: KATHLEEN H. HOOKS STANTON, MARY KATE HOOKS JOSLIN, WILLIAM H. HOOKS III and DAVID W. HOOKS. FIFTH. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal, wherever situate, owned by me at the time of my death, together with all insurance policies thereon, unto my son, WILLIAM H. HOOKS, JR., provided he survives me by thirty (30) days. In the event he fails to survive me by thirty (30) days, I give, devise and bequeath all the rest, residue and remainder of my estate as follows: (A.) 18% each to: (1.) KATHLEEN H. HOOKS STANTON, my grandchild, per sti:rpes (2.) MARY KATE HOOKS JOSLIN, my grandchild, per stirpes (3.) WILLIAM H. HOOKS III, my grandchild, per stirpes (4.) DAVID W. HOOKS, my grandchild, per stirpes (5.) BRENDA E. HAMMER, my friend, per capita this shall lapse- if she predeceases me or fails to survive me by thirty (30) days. (B.) 2% each to: (l .) The Salvation Army, Carlisle Chapter,125 S. Hanover Street, Carlisle, PA, for purposes authorized by the Carlisle Advisory Board (2.) The First United Church of Christ, 30 N. Pitt St., Carlisle, PA., for purposes authorized by the Board of Trustees (3.) American Heart Fund, Cumberland County Unit, for purposes authorized by the Board of Directors (4.) Carlisle YWCA, 301 G. Street, Carlisle, PA, for purposes established by Board of Directors (5.) Bosler Free Library, 158 West High Street, Carlisle, PA, for purposes authorized by the Board of Trustees All sums bequeathed by me at the time of my death to an heir under the age of thirty (3 0) years of age shall be held in trust for them by the Trust Department of M&T Bank, Carlisle, Pennsylvania, until each such heir attains the age of thirty (30). The M&T Bank Tru:;tee shall disburse one-half ('/2) of the principal and accrued interest to the heirs when each attains the age of twenty-five (25) years of age; one-half (1/2) of the accrued principal and interest to the heirs when each attains the age of thirty years (30) of age. The M&T Bank Trustee is authorized to expend funds for the purposes of educational or medical needs for the heirs. SIXTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. SEVENTH. In addition to the powers conferred by law, I authorize my Executor in his/her absolute discretion: (A.) To retain in the form received, and to sell either at public or private sale any real or personal property; (B.) To manage Real Estate; (C.) To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification; (D.) To exercise any option or rights arising from ownership of investments; (E.) To compromise claims without Court approval, and without the consent of an beneficiary; (F.) To file any federal income tax return for any year for which I have not filed such return prior to my death, and to consent to the treatment of any gifts made by me for the gift tax purposes notwithstanding the fact that such action may result in additional liabilities for my Estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties, or refunds thereon, shall be payable by my Estate in such manner as my Executor or his personal representative may agree. EIGHTH. Any and all payment or payments of any sum or sums, whether iri cash or in kind, and whether for principal or income, payable to any minors shall be made upon the sole receipt of the respective individual to whom payment is made, and free from control by creditors of any such beneficiary, and shall not be subject to any execution or attachment. NINTH. I hereby nominate, constitute and appoint my son, WILLIAM H. H:OOKE, JR., of 811 Wellington Drive, Carlisle, 17013,, Cumberland County, Pennsylvania, as Executor of this my Last Will and Testament. In the event of renunciation, death, resignation or inability to act for any reason whatsoever of my son, WILLIAM H. HOOKS, JR., I nominate, constitute and appoint DAVID W. HOOKS and KATHLEEN HOOKS STANTON, as Executors of this my Last Will and Testament. Further, I direct that my Executor(s) employ the firm of Duncan & Hartman, P.C., One Irvine Row, Carlisle, PA, 17013, to serve as Counsel for my Estate as I have made arrangements with said law firm for that purpose. I hereby relieve my Executor from the necessity of posting security in connection with his duties, as such, in any jurisdiction in which he may be called upon to act insofar as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executor, in his absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. TENTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executor and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of two typewritten pages this ,~ ~ day of -~~~,~,~ , 2005. VIVIAN S. HOO E Signed, sealed, published and declared by the above named Testatrix VIVIAN S. HOOKE as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND SS. I, VIVIAN S. HOOKE, 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. '/ V IAN S. HOOKE Sworn or affirmed to and acknowledged before me, by VIVIAN S. HOOKE this ~~ day of ~ r~~~ ~ ~,.~~~ , 2005. ._.~,. c" ~... , Notary Rub c NQTAR~O-1 B~A-L ~} i~ Kathy.L. Mummert Notary public Borough of Carlisle, Cumberland Co., PA My ~ommission_ Expires Aug.1~1, 2007 . COMMONWEALTH OF PENNSYL MANIA COUNTY OF CUMBERLAND • SS. We, `~~~ ~ ~ i ~~~~ ~ ~~~tc.~~ and ~~~ i, I~c~~.~ ~~~ the witnesses whase names are signed to the attached or foregoing instrument, being duly qualified according to law, dlo depose and say that we were present and saw VIVIAN S. HOOKS sign and execute the instrument as her Last Will; that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen. (18) or more years of age, of sound mind and under no constraint or undue ~nfluen~e~: ~, ,~ 4, i y ~ ~ ~.... 1 ~ w':-,. Sworn or affirmed to and F subscribed before me by `vl.) ~` l ~ i C.:~~~~~ ~ ~ c~vtCr~~`~ and ~~xxr~ '~ - {~c~CX1`~'~.S ,witnesses, this ,~ .~ day of ,,~~.Vt~..~.r~y , 2005. ~.- Notary ub is NOTARt1AI:`8L 1: Kathy.l.. Mummert ~iVotary Public Borough of Carlisle,. Cumberland Cn.; PA My commission Eitpires Aug.;1:1, 2002 ~,;~ REV-485 ESC (1-07) SAFE DEPOSIT • BOX INVENTORY PA Department of Revenue 48500041046 PLEASE USE ORIGINAL FORM ONLY Social Security or Death Certificate Number Date of Death County Code Year File Number 2 0 9 6 5 7' 9 7 ~ ~+1 ~~ ~~~~ ~ 2 1 _~ 9 1 1 0 0 .:. , . c...u:.. r:...• Al.,w,.. MI Decedent's Last Name ~uiiix r~~~~ ~~Q~~~° '-" ~. H 0 0 E ~ ~~ I -~, „-.-..,.,~: ©_ .__.. ADDRESS OF DECEDENT STREET: CITY: STATE: ZIP C(7DE: C mberland Crossin s Retirement Center, Carlisle, PA 17013 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX NAME: William A. Duncan, Esq. STREET ADDRESS: CITY: Carlisle S"fATE:PA ZIP CODE: 1 Irvine Row 17013 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING ~ a. NAME: William H. Hooke RELATIONSHIP: SOn STREET ADDRESS: CITY: Carlisle STATE: PA ZIP CODE: 811 Wellington St. 17013 b. NAME: RELATIONSHIP. STREET ADDRESS: CITY: Sl""ATE: ZIP CODE: c. NAME: RELATIONSHIP: STREET ADDRESS: CITY: ~ S1ATE: ZIP CODE: NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED NAME: M & T Bank STREET ADDRESS: CITY: S1'ATE~ ZIP CODE: One West High Street Carlisle PA 17013 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY DATE OF CONT CT T RENT BOX NUMBER OF BOX 1 71TLE UNDER WHf HBO IS REG1S1'ERED NAME AND DDRES OF PERSON(S) HAVING ACCESS TO BOX a. NAME: b. NAME: , STREET ADDRESS: Cumberland Crossings Ret. Ctr. STREETADQF~Flss~ellington St. ~rSS1l CITY: STATE: ZIP CODE: Carlisle PA 17013 CITY: :iTATE: ZIP CODE: Carlisle PA 17013 NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY WAS A WILL IN THE BOX7 ^ YES [~~ NO If yes, a. Date of will: b. Name and address of personal representative, if named to the will i NAME: ~~~ STREET ADDRESS: CITY: STATE: ZIP CODE: c. Name and address of attorney, if any NAME: STREET ADDRESS: - CITY: STATE: ZIP CODE: !~ t 48500041046 48500041046 ,~ ~~„~tQ~ ~Y SAFE DEPOSIT BOX INVENTORY Page of 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 passible. (8) Aii other contents. (9) Return completed form to: DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION PO 60X 280601 HARRISBURG, PA 17128-0601 ITEM NO. ITEM DESCRIPTION -- - -- - . __ _-___ _ _ - _ _ -__ ~ ~"-"mil ~'~ C-~ ~~--il ` ~ a W ~~~ V l <X.l~~ ~1-' ~ < _ , , _ ___ _ __ _ _ __ _--- __ __ -- - --- --- __ _ ~ I~ ~ c~ _ __ _ _ ~i~c~__ _ ~~_c~t,~ ~ _ _ _ __ _ ___, ______ -___ - ~d~-c~ u'~- ~ _ t _ _ _ _ _ _ __ _ _____ ~~ ~~~~ ~~ sf ~ ~o c_ 2 w tR~ _ _ ~----- - ------- --- ----- ---- - _ ~-- - - ~ -- --- __ __ tl~_~--~.~ __ ~ ~ .~ -- - c~ emu. r- :. ~ . -SAC..-~ roc,- ------ --~~ta1z--~ t,__ - -------C_-~ ----_-----------~ V~,~d _U~ ~ `~'~ _ -- --~~--~ -G ~~,~i_ _~- ~-cam -~ ~ __ _ _ -_ ___ v _w `~ ~ _ ~ £ _.~ ~t~.- _ _ - ------._--- - __ - -- - ____ _ ___ _ _~ ~ _ U ~~~-- ~.~ _ - _ _ - - - - _ __ __ - I CERTI CORRE FY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD 1S CT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE SIGNATURE PRINT NAME PRINT NAME AND CHECK APPROPRIATE BOX BELOW: PRINT TITLE DATE CHECK APPROPRIATE BOX: Executor(trix) ~ Administrator(trix) Estate Representative ~ Joint owner of safe deposit box NOTE: Attach additional 8'/:" x 11" sheet(s) if necessary or use duplicates of this page of form. The Department is authorized by law, 42 U.S.C. §405 (c)(2)(C}(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the Social Security numtxr to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information Bgreements with Federal and local taxing authorities. The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes. ~~ 499 Mitchell Street, Millsboro, DE 19966 December 14, 2009 Duncan & Hartman, P.C. Attorneys at Law One Irvine Row Carlisle, PA 17013 RE: Estate of Vivian Hooke Date of Death: November ~O, 2009 Social Security Number: 209-36-5797 Dear Mr. Duncan In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account ~jpe ........................... Checking Account Account Number ....................... 9830138039 Ownership (Names off .............. Vivian Hooke Opening Date ...........................01 / 10/02 (account closed 12/04/09) BalarLCe on Date of Death..........$33,002.60 Accn.~e~d Interest $ 0.04 Total ....................................... $33,002.64 2. Account 7type ........................... Savings Account Account Nwribe-' ...................... • 15004202071805 Ownership (Names off .............. Vivian Hooke Opening Date ...........................01/25/02 (account closed 12/02/09) Balance on Date of Death ......... $3, 272.97 Accn.ie~d Interest $ 0.01 Total ....................................... $3 , 2 7 2.9 8 • Page 2 The above named decedent had a safe deposit box. December 14, 2009 * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our High Street Carlisle branch at 1 West High Street, Carlisle, PA 17013 # 71 i'-240- 4536. Sincerely, ~---- ~z~~- ~ Charlene Wan-ington, Adjus ant Services 1-888-502-4349 First National ~ri~-~~ ~t~ ~~:~~~:~~~ C{at~r}~ December 16, 2009 Duncan & Hartman, PC One Irvine Row Carlisle, PA 17013 RE: Estate of Vivian S Hooke, Deceased Date of Death: 11/10/2009 SSN: 209-36-5797 Dear Sir/Madam: 9 N. High Street P.~C. Box 523 West Chester, PA 19381 484.881.4000 ,~ 1 nbank.com Per your request, I submit information concerning the accounts of the above-refi~renced decedent held at the bank at the time of her death. Account Title Balance on DOD Accrued Interest on DOD Total Balance on DOD Date redeemed CD # Vivian S Hooke $100,500.00 $54.59 $100,554.59 Still open 290003453 Issued 10/27/06 CD # Same as above $7,882.39 $7.53 $7889.92 12/2/09 290005979 Issued 4/27/09 Our records indicate no other accounts in the decedent's name at the time of her death. Should you require any additional information, please call me at (484)881-4261. Sincerely, ~~ar~9 Mary Gao Customer Service Operations First National Bank of Chester County A Subsidiary of First Chester County Corporation _ ~~ ~ 1 ~~ March 1,z~~lo William Duncan (Cie Irvine Rc~tiv Carlisle, PA 17013 RE: Name: ~Tivian S Hooke SSN: 2U9-36-5797 Dt~D : 11-10-2009 Dear l~Ir. Duncan: Ln response to your request for Date of Death (L~(aD) balannc'es for the customer nptecl above, our records show the tollowin~: Savings Account Account # S 13Q3f x991 Established: Q9-06-1991 VI~TIAN 5 HCJQKE DOD balance: $20,769.44 + 1.3b accrued interest Phase note that this ol~ice provides data of death balances for deposit accounts (IRAs, CDs, Che~~king and Savings). We do no# process any financial transaetioas or proti~de statements. Lf you need assistance with any of these items, please ca111-$$$-PNC-BANK (1-8$8-7bz-'265) or stop by your IQCaI. PNC E~ank branch c~fiice. Sincerely, rational Financial Services Center Member FDIC Page 1 o f' 1 F' {_{ I I I ;' _{ I f ~~ OxxsTOwivBaNx A T'rud~on o,~'F..x~ellence '77 fast King Street :~hipRer~sburg, PA ~ 757 rebruary 2~, ~Ol o Duncan ~: Ilartman P.C. 1 Irving Row Carlisle, PA 17013 Attentian: Willia.Yr, A Duncan., Lsquirc ~hirlcy Weticatt C~r-rstoti~rn Bank PO Box ?50 Shi~laensbur~,, Ptt 17257 Phone 717.530.']15 Re: Estate oi: Viti~ian ~ 1loakc Date of lacath: 11 /I Q/o9 IT 1~5' }IL"f~E13}~ ~.~RTIFILl~ I'Ht1 T TN.~ .~.~30 l~".~' N.~11'~f~~} ,T~EC"E17CNT, p1V TH.F .~.~0 G'~ 1~.~1 TE, H,~ ~ THE FC~LI..c')i1='INCJ ,1C.'C.'C~U~'Tas 1~1T~1 URRST(~t1rN B~31V'K: C:'E~TIFIC:;a 7"E ~F f~F_Pt`~,S'1'I" A~CO.LInt # Ti*.le af' Acoc~unt ~~c)ClC~~515 Vivian S Hooke Best regards, ~- ,~ f - _ hirle~~ V~escott I~ccc~tio;<Yist Date opencci Principal Accrued Interest DaD~ Ral s~2-~io9 so,oo~.s3 ~o. t ~ ~so,o$~.~7 k ~ili1~ ~~ 3lltYi~ ~,O~tt1tU ~L~ C'aXlisie. 1' ~ 170X~ ~ !? l T)?~t)~~~=~ i _ --- _ - _ -- -- -- - i(~ ~'~~.~ 'fi't): ,~ ~ ~"~ r ~ __ _ __ _. ~ ~___ __ .. .. _ _ _ _ _, 'tr F - - ~ -~° f} (~rt'_~' ~=' ~~~ _(~ --- -=~~,~~!'_ lam' ~ ~_ ~-~ I"~ (~ ll ~ ~~~ ~~ ~', ~~;~ tom, ~~~ - - -,~ . . ~.:~: sf~~-;;,~~rx w~~F. ~';...~~~ r .~ r.f: ,'v~ar~ a:crn,w+;; til ; r tZk," {t ! 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HOOKE the undersigned personally inspected the following described property: All that certain piece or parcel of land, with the improvements thereon erected, situate in the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at a nail on the western line of West Ridge Street, said nail being located 363.68 feet in a southerly direction from the southwest corner of Noble Boulevard and V~~est Ridge Street, and also at the dividing line between Lots No. 10 and 11 on the Elwood Plan of Lots, recorded in Plan Book 22, Page 18, in the office of the Recorder of Deeds for Cumber- land County; thence along the western line of West Ridge Street by a curve to the right having a radius of 800 feet, an arc length of 38.5 feet to a stake; thence along the dividing line between Lots No. 11 and 12, along property now or formerly of Frank Wilmarth, and through the partition wall between premises known as 321 and 323 West Ridge Street North 73 degrees 27 minutes 04 seconds West 146.81 feet to a stake; thence along property of Carlisle School District North 10 degrees 53 minutes East 31.46 feet to a stake; thence along the dividing line between Lots No. 10 and 11 and along property now or formerly of Walter Keim South i'6 degrees 12 minutes 30 seconds East 149.16 feet to a nail on the western line of West Ridge Street, the place of beginning. To the best of my knowledge and belief the statements contained in this report ;are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of November 10, 2009 is: NINETY-FIVE THOUSAND DOLLARS $95,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. Larry E. Foote Pa. Certified General Appraiser GA-000014-L 5 Diversified Appraisal Services Rea! Estate Appraisers and Consultants TO: The estate of Vivian S. Hooke FM: Larry E. Foote RE: Self-contained Appraisal Report Commercial Property 320-322 S. Hanover Street Carlisle, Pennsylvania 35 East High Street Carlisle, PA 17013-3052 (717) 249-2758 FAX (717) 258-4701 March 19, 2010 At your request, I have appraised the captioned property. The appraisal report, which follows this letter, is submitted in support of my opinion of Market Value of the Fee Simple Interest in the property, as of November 10, 2010. I hereby certify that, to the best of my knowledge and belief, the data, facts, and opinions set forth therein, are accurate, subject to the Statement of Assumptions and Lim- iting Conditions that is also made a part of the report, and that the indicated Market Value of the subject property, as of November 10, 2010 is: TWO HUNDRED THREE THOUSAND DOLLARS $203,000 This appraisal has been made in conformity with the standards of professional practice of the National Association of Realtors Appraisal Section. I appreciate your hav- ing considered me for this assignment and trust that you find the report entirely satisfac- tory. Respectfully submitted, Larry .Foote Pa. Certified General Appraiser GA-000014-L 3 L1~rV11GYW - 1 1111W1~1 llVllw.,ll~ 1 V1111A1 1 u~a. a vl i. ~• a • ~ To print this page, select FilelPrint from your browser menu. Print Color Vers~~~n Back to Page MTB nlaT ~ corp ~r~rlo~o uras AM last C~>!a•: Opan: t~xph: Low: vahxna: i,M K.ao a.3+ tta.w ~34,au 87.08 Parwrl<Chanps: YiMd: PIE Ratlo: s2 Wrsic Ranpa: 1.l3'K 3.22 24.3 13.N b q.73 _ Osl;Cfla.rts. eom 4 3 2 1 = O ,tun Ju I t#p 9sp Oct Nov alit !0 Fab Mar Rpr Company Data Corrlpany Mama: MbT Bank Corp Dow Jonas Industry: Banks ExcMnge: NYSE 8harss Oubtandlnp: 118,880,444 Market Cap: 10.3 BiNbn Short IMsrsst: Exchange provkles no short intet'est data. tiZ-WNk EPB: 3.57096 ~-Wesk High: 88.73 on Fri0ay, AprN 23, 2010 5Z-MYMIc Low: 43.50 on Wbdnesday, June 17, 2009 p/E t~atb; 24.39 Yit>rkt: 3.2296 Awrags Prfcs: 81.52 (50-day) 68.88 (200-da~r) Awraps Voharls: 996,097 (50-dayl 955.883 (200-day) CaQy~latt O 2010 MsAoslVYald1. Inc. 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Y o° .~~~" -- o ~, ~, •~ .., ., o C1 °o ° ~~ ~ ~ w n x D~ nD ~ m C~ Z rn "~ Z -I O f; .~~ ,~ PPENHEIMEI~ Oppenheimer & Co. Inc. 1015 Mumma Road Wormleysburg, PA 17043 800-722-2294 ?Member t~E Ail Principal Exchanges May 18, 2010 William A. Duncan, Esquire Duncan & Hartman, P.C. One Irvine Row Carlisle, PA 17013 RE: Estate of Vivian S. Hooke Date of Death: 11-10-2009 Dear William, Per your request dated May 14, 2010, the Date of Death Valuations as of 11-10-2009 for the 2 bonds that were held with Oppenheimer & Co. Inc. for Vivian S. Hooke are as follows: 11-10-2009 $50,000 State Pub School Bldg. Auth. PA 4.75% due 04/15/20 $35,000 West Shore PA School Dist. 3.625% due 11/15/15 Thank you very much. Sin Michael B. Coleman Financial advisor .ti1BC;'lo _ $51,000.00 = $36,050.00 This repnrl a rn~ +!~,~;±ra+;on n.±rposes only it is not ancf should not be con trued ~.~ ;_ .: ,, ;;~~,• nrr,~.,;,p+mer ~ ~o !ne. account statement ~~ +-~rn' -~" a1 ~ ~`+ii . (1: :~ °~iF?O i1:i~31• inr !~dX reporting purposes (v!ar Ke? a~ .:~.r ~. ,:c.e: t~ , , ,~ (1. ' ~ O_' ~~>o gland are from sources oer.~ ~~~r::;~ rye Lei+ rile ,~~r; ace got ;warranted by us as to accuracy or romp+eteness ~~or ±o ~h,~„ ~a~>>psr;n± quaranteetl markets for the securities. This ,r!r^rmat;cn +s sub~ec~ 'c r.ii~:nge Commissions, sales charges or deter~~ci c!~arGes mcght at)(?IV i~`hP rccnunt were to be immediately iiquidale.i Opoenn~ ;;cer ?, Co cnr nor any of its employees or affiliates dries not otter legal or tax advice. ~' ~~ ur.~ ~'}1~ Delaware Investments DELAWARE NATL HI(~ YIELD ~[UNI BOND A Transaction Statement 12/22/2009 A memfxr of Linrnln Financial Group e ap one Fundy Account#~ Account Type 425 4000024798 REGULAR INVESTMENT ACCOUNT (see reverse) VIVIAN S HOOKE 320 S HANOVER ST STE 1 CARLISLE PA 17013-3912 YOUR FINANCIAL ADVISOR pp g MICHAEL B COLEMAN DU~Zi35 OPPENHEIMER & CO. INC. 1015 MOMMA RD ~~~nch WORMLEYSBURG PA 17043-11.18 BIND Price Transaction Dollar Share Shares This Totai Shares Date Amount (;) Price (;) Transaction Owned 1/22/2009 CASH DIVIDEND 200.56 0.00 O.Oi00 ~ 4,811.239 2/20/2009 CASH DIVIDEND 198.72 0.00 0.000 4,811.239 3/20/2009 CASH DIVIDEND 191.63 0.00 0.000 4,811.239 4/22/2009 CASH DIVIDEND 213.38 0.00 0.000 4,811.239 5/22/2009 CASH DIVIDEND 206.41 0.00 0.000 4,811.239 6/22/2009 CASH DIVIDEND 212.64 0.00 0.000 4,811.239 7/22/2009 CASH DIVIDEND 202.65 0.00 0.000 4,811.239 8/21/2009 CASH DIVIDEND 190.86 0.00 0.000 4,811:239 9/22/2009 CASH DIVIDEND 207.86 0.00 0.000 4,811.239 10/22/2009 CASH DIVIDEND 210.11 0.00 0.000 4,811.239 11/20/2009 CASH DIVIDEND 217.64 0.00 0.000 4,811.239 12/22/2009 CASH DIVIDEND 204.70 0.00 O.OCIO 4,811.239 DLW..•76 1 10•.046 3 1 44004,02676.02676.537062.+500000 5 35 1 ;h.... .._ ~ - ..~_ - ~- --..._. .._~_.. ^.~..-.:_ ,:'~_ ..'~:. ~..~-t-.7~e,:/.:t: r.~:....i- n~-N'w-:`~Z.-~-~~~%-,.+-~~c-itif ~ .'71~'!~s'!~r+~.~-Y.•. ~ .~"~ .t: Jk,~. 'Y TY~~~n . Delaware Investments• Delaware Service Co. Inc. Dividend Disbursement Account A membrr of Urtco/n Fr"nancia! Group DELAWARE NATL HIGH YIELD MUNI 80N0 A Account Number 4000024798 BNY Mdlon Trust of i)elaware Check Number 002715441 62-35 311 NOT VALID AFTER 180 DAYS VIVIAN S HOOKE PAY TO THE 320 S HANOVER ST STE 1 ORDER OF CARLISLE PA 11013-3912 DATE 12/22/2009 PAY $""""204.70 i IIINI-~iIINNIIN~I INi I AUTHOR EO SIGNATURE 11'00 ~? L 5 4 4 ili• ~:0 3 L i00 3 5 L~: 11'0 300 9 5 5 3011' ,~' ~JI .- ~ Lj .,.~~~ Delaware DELAWARE LARGE CAP VALUE FUND A Investments® Transaction Statement 12/28/2009 A member of Lincoln Flnancia/ Group VIVIAN S HOOKE 320 S HANOVER ST STE 1 CARLISLE PA 17013-3912 Delaphone Fund #t Account#~ Account Type 001 5011710695 REGULAR INVESTMENT ACCOUNT (see reverse) YOUR FINANC1Al ADVISOR DD HOUSE ACCOUNT U~~~~O DELAWARE DISTRIBUTORS L. P. 2005 MARKET ST FL 4 ~~~nch PHILADELPHIA PA 19103-7042 aEiD Price Transaction Dollar Share Shares This Total Shares Date Amount (i) Price (:) Transaction Owned 3/20/2009 CASH DIVIDEND 0.05 190.00 0.00 0.000 3,$00.000 6/22/2009 CASH DIVIDEND 0.05 190.00 0.00 0.000 3,800.000 8/07/2009 CERTIFICATE DEPOSIT 0.00 0.00 3,800.000 3,800.000 9/22/2009 CASH DIVIDEND 0.05 190.00 0.00 0.000 3,800.000 12/22/2009 CASH DIVIDEND 0.135 513.00 0.00 0.000 3,800.000 DLW..•931 10+.046 3 1 44004.03583.03583.537062.•9000000190 '~!'~~, _ . _ :.~... ~ - -- _ _ .., _ _. w -..-,:.~ .. ~,. t..:, '.:~i`4i-*~T^~Am!1:±~A~?'s1<R'ci/ ~'^~"'xj . ~~ .... ~ , ~'~W Delaware Account Number _ Delaware Service Co. inc. 5011710695 BNY'.Nr11on Tn>tst of Ddavvarti ul~es*metltC• Dividend Disbursement Account 62-35 jjjN~.+J~1,,11~1~1 ~ll~1aa....77 311 Check Number A member of llncoln F/nancla/ Group 002710280 DELAMARE LARGE CAP VALUE FUND A NOT VAUD AFTER t80 DAYS VIVIAN S HOOKE PAY TO THE 320 $ HANOVER ST STE 1 ORDER OF CARLISLE PA 17013-3912 DATE 12/28/2009 PAY $..„~~:*:513.00 ll~lll 41 II f v 11 I~ ~~1 ;; , AUTHOR ED SIGNATURE ii•00 2 7 LO 280++' ~:0 3 L L00 3 5 L~: ++'0 300 9 5 L 5 30++' 1J~1C111ICllLt'1 cx, ~_,v. tic. 25 Broad Street, New York, NY 1 COC4 Member of All Principal Exchanges DATE SHARES /PRINC. AMOUNT 11-16-04~ 35000 SECURITY DESCRIPTION HEST SHORE PA SCH DIST PA FGRMB 3•b25~ Dt1E 11/15/15 63~r.38 62022b8 No. s ~ ~c~ ~~ ~ s 8 AMOUNT ENTF A25-0148408 i PLEASE DETACH BEFORE CASHING ~7ppenheimer & Cc~. [nc. l25 Broad Street, Nc~~~ Yurk, N~' 10004 Member of All Principal Eschans;es b34.3 No. 8190887 DATE SHARES /PRINC. AMOUNT SECURITY DESCRIPTION _`_AMOUNT ENTA 10-16-09 50~ 000 STATE PU8 SCN BLt~C AUTH PA :COL 1~ 18T• S PA MBIA ~-•T3~ ©V8 04/1S/20 Z5-0148408 1*18T•50 819088T PLEASE DETACH BEFORE CASHING Delaware nvestments° A mer~~k~er of Macquarie Group May 12, 2010 Duncan & Hartman, P.C. Attorneys at Law Attn: William A. Duncan, Esquire 1 Irvine Row Carlisle, PA 17013 Re: Delaware Large Cap Value Fund A #xxxxxxx0695 Delaware National High Yield Municipal Bond Fund A #xxxxxxx4798 Vivian S. Hooke 00307013 Dear Mr. Duncan: 2005 Market Street Philadelphia, PA ' 9103-7094 We are truly sorry to learn of the death of our shareholder, Vivian Hooke. Please extend our condolenc;es to the family. In response to your letter, I have provided the requested information below: As-of the date of Ms. Hooke's death, November 10, 2009, she owned shares in two Delaware Investments Mutual Funds. Both of her accounts were non-retirement individual accounts. The account number for the Delaware Large Cap Value Fund®Class A was 5011710695. The account number for the Delaware National High Yield Municipal Bond Fund® Class A was 4000027498. On November 10, 2009, Ms. Hooke owned 3,800.00 shares of the Delaware Large Cap Value Fund Class A. ^['his is a mutual fund with a daily fluctuating price per share. The net asset value of the fund on that day was $ 13.03. Therefore, hec• balance in this fund on November 10, 2009 was $49,514.00. The Delaware Large Cap Value Fund Class A is not a daily dividend accrual fund. Additionally, on November 10, 2009, Ms. Hooke also owned 4,811.239 shares of the Delaware National High Yield Municipal Bond Fund Class A. This is also a mutual fund with a daily fluctuating price per share. The net asset value of that fund on that date was $9.36. Therefore, her account balance in this fund on November 10, 2009 was $45,033.20. This is a daily dividend accrual fund. From the time of the last dividend payout to the date of death, the account accrued dividends in the amount of $133.87. If you have any questions, or require assistance please contact our Service Center between 8:00 a.m. and 7:0(I p.m. Eastern Time, Monday through Friday at 1-800-523-19 18. Sincerely, Sean C. Martin Client Service Representative cc: Oppenheimer & Company, [nc. ,~~ .4w ',4 / 6^ ~' MACQUARIE ~:;~ i.. t' ~ =! ~ C~- t,.,tr._ w1~3!~,ay •~iry,i l i ,~_!u:y~, in. _~r .t tti _ t I~!i~~F~, `~.1.i, ~~ .i(i~ ~~ ~ n.1.i~_„~ U~~ _.. [~ ._nr~itw~l :i!1~; t~ rill` ~ii3r~.~~ ti ~_1 ~lftn~' ., ...~r I~;bi~.;E>. ~~~~~ ~~ ~.-~:.vv~E~../ l~ 001 G RY ~ Prepared by and Return to: Duncan & Hartman, P.C. 1 Irvine Row Carlisle, PA 17013 7l 7-249-7780 Parcel I D # O~ ~ ] ~ + b~'~ l ~ (-~ t~ r tx Q! vV q~ [Space Above This Line For Recording Data] DEFINITIONS MORTGAGE Words used in multiple sections of this document are defined below and other words are defined in Sections 3, 1 1, l3, 18, 20 and 21. Certain rules regarding the usage of words used in this document are also provided in Section 16. (A} "Security Instrument" means this document, which is dated June 18 , 2009 , tol;ether with alt Riders to this document. (B) "Borrower" is _ Carlisle Developers. LLC and Yentzer and Yentzer Enterprises .Borrower is the mortgagor under this Security Instrument. (C) "Lender" is Vivian S. Hooke .Lender's address is c/o William H. Hooke, Jr., 322 S. Hanover Street, Car{isle, Pennsylvania 17013 .Lender is the mortgagee under this•Security Instrument. (D) "Nate" means the promissory note signed by Borrower and dated June 18 , 2009 ,_. The Note states that Borrower owes Lender Two Hundred Thousand and 00/lOC- Dollars (U.S. $ 200,000.00 }plus interest. Borrower has promised to pay this debt in reg;uIar Periodic Payments and to pay the debt in fu{l not later than December 18, 2010 or within 180 days of Lender's death, whichever shall first occur (E) ``Property" means the property that is described below under the heading "~'ransfer of Rights in the Property." (F) "Loan" means the debt evidenced by the Note, plus interest, any prepayment charges ancf late charges due under the Note, and a!1 sums due under this Security lnstrument, plus interest. P£Vy5!'LVa~YIA--j;r.glr Fam~fy--Fannic MaelFreJdie Mac UNIFORM INSTRUMENT W ~ ~- K~ ~~ ~~ Initials: ~~____~_. _ Form 3U39 ltUl (~wxe ! pabrs~ 03123/2010 11:10'09 AM CUMBERLAND COUNTY i„~- tt ~nno~~o~F o~,.,. M ~f +~ NOTE June 18, 2009 Carlisle Pennsylvania [Date] [City] [State] 80 N. Dickinson School Road, Carlisle, PA 17013 [Property Address] 1. BORROWER'S PROMISE TO PAY In return for a loan that I have received, I promise to pay U.S. $200,000.00 (this amount is callf;d "Principal"), plus interest, to the order of the Lender. The Lender is Vivian S. Hooke. I will make all payments under this Note in the form of cash, check or money order. I understand that the Lender may transfer this Note. The Lender or anyone who takes this Note by transfer and who is entitled to receive payments under this Note is called the "Note Holder." 2. INTEREST Interest will be charged on unpaid principal until the full amount of Principal has been paid. I will pay interest at a yearly fixed rate of 4.5 %. The interest rate required by this Section 2 is the rate I will pay both before and after any default described in Section 6(B) of this Note. 3. PAYMENTS (A) Time and Place of Payments I will pay interest by making a payment every month. I will make my monthly interest payment on the 18`~ day of each month beginning on July 18, 2009. I will make these payments every month until I have paid all of the principal and interest and any other charges described below that I may owe under this Note. Each monthly payment will be applied as of its scheduled due date and will be applif;d to interest before Principal. If, on December 18, 2010 or within 180 days of Lender's death, I still owe amounts under this Note, I will pay those amounts in full on that date, which is called the "Maturity Date." I will make my monthly payments c/o William H. Hooke, Jr., at 322 S. Hanover Street, Carlisle, Pe~ruisylvania 17013 or at a different place if required by the Note Holder. (B) Amount of Monthly Payments My monthly interest payment will be in the amount of U.S. $750.00 4. BORROWER'S RIGHT TO PREPAY I have the right to make payments of Principal at any time before they are due. A payment of Principal only is known as a "Prepayment." When I make a Prepayment, I will tell the Note Holder in writing that I am doing so. I may not designate a payment as a Prepayment if I have not made all the monthly payments due under the Note. I may make a full Prepayment or partial Prepayments without paying a Prepayment charge. The Note Holder will use my Prepayments to reduce the amount of Principal that I owe under this Note. However, the Note Holder may apply my Prepayment to the accrued and unpaid interest on the Prepayment amount, before applying my Prepayment to reduce the Principal amount of the Note. If I make a partial Prepayment, there will be no changes in the due date or in the amount of my monthly payment unless the Note Holder agrees in writing to those changes. 5. LOAN CHARGES If a law, which applies to this loan and which sets maximum loan charges, is finally interpreted so that the interest or other loan charges collected or to be collected in connection with this loan exceed the permitted limits,, then: (a) any such loan charge shall be reduced by the amount necessary to reduce the charge to the permitted limit; and (t-) any sums already collected from me which exceeded permitted limits will be refunded to me. The Note Holder may choose to make this refund by reducing the Principal I owe under this Note or by making a direct payment to me. If a refund reduces Principal, the reduction will be treated as a partial Prepayment. ~n~c~als ~Il LTISTATE FIXED RATE \OTE-Single Family-Fannie ~taeiFreddie ~tac UtiiFOR~I ItiSTRUIIENT FORA 3200 1/Oi (page ! oj.3 pages)