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Home My WebLink About07-16-10 150561,0101 REV-1500 Ex ~o~_lo, PA Department of Revenue Pennsylvania OFFICIAL USE ONLY ,«;,RrM~^i °F N~°~~~- Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Coun Code Year ry ~ /'~t File Number j~} ( ~ H R i PA b 8 6 ESIDENT DECEDENT j ' l / ~ ~ / l arr urg, s 1~i2 -o 01 . . ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 383-40-0536 04/18/2010 04/02/1942 Decedent's Last Name Suffix Decedent's First Name MI ORLOWSKY JAMES M (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 t~ 1. Original Return O O 4. Limited Estate O (~ 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O 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 (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required U 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) ------- CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number Jacqueline M. Verney, E (717) 243-9190 First line of address 44 S. Hanover Street Second line of address City or Post Office Carlisle State ZIP Code PA 17013 REGISTER OF WILLS USE ONLY n » A :~ ~ -- ~ ~ ~ C'~ -- -~ -~ ~ r"""" .., r .~ -•~ I~-t-t -•-- -: ~ ~ ~a CTS i .. ~I~ FI~~D -- ~ _ . '~t~' ~.,,... r:..y :a~:~ ~:_ .....3 ,.hr .r ~~ Correspondent's a-mail address: Under penalties 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, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer h;as any knowledge. SIGNATURE OF PERSON RESP f~SIBLE FOR FI~.~IG RETURN Dq'fE 2~S K~~V K. T~~ -~ ~~ ATURE OF P ~ ARER OT~R THAAI~ EPRESENT ~~// ~~~, _~L~ ~ ~y~, AD~RES~ (J P~.EASE USE ORIGINAL FORM ONLY 155610101 Side 1 150561011 J ~ J 1505610105 REV-1500 EX Decedent's Social Security Number Decedent's Name: 383-40-0536 RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 300,000.00 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship {Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 477,569.47 6. Jointly Owned Property (Schedule F) O Separate Billing Requested .... ... 6. 232,846.03 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) O Separate Billing Requested..... ... 7. 51,694.49 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 1,062,109.99 9. Funeral Expenses and Administrative Costs (Schedule H) ............... ... 9. 50,534..30 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............ .. 10. 112,844.52 11. Total Deductions (total Lines 9 and 10} ............................... .. 11. 163,378.82 12. Net Value of Estate {Line 8 minus Line 11) ........................... ... 12. 898,731.10 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. 898,731.10 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_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 898,731.10 16, 40,442.90 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 1 g, 19. TAX DUE ....................................................... ..19. 40,442.90 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 J REV-1500 EX Page 3 Decedent's Comalete Address: File Number DECEDENT'S NAME James M. Orlowsky STREET ADDRESS 55 West view CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, tine 19) (1) 40,442.90 2. CreditslPayments A. Prior Payments B. Discount 2,022.15 Total Credits (A + B) (2) 2,022.15 3. Interest (3) - 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fi{I in oval on Page 2, tine 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 38,420.75 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :.......................................................................................... ^ ^ b, retain the right to designate who shall use the property transferred or its income : ............................................ ^ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ ^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ~ ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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) (i)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements'`or disclosure of assets and filling 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 beneficiaries 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);~. 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-1502 EX+ (11-68) ~ pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES M. ORLOWSKY 21-10-0503 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 that is jointly-owned with right of survivorship must be disclosed on Schedule F. If more space is needed, insert additional sheets of the same size. €~ Q~~.a {~ + ~s ~• ~ rTi y `~-~ ~~~t? X74 ~~ z~ ~~,~^ ,~+i ~ ~-~Y `' T ,., . T0: t MtE.Y McAU~.it=~E F'RIYA'fF_ a5 WESTVtEW CARLfS1E. PA 17013 Tt6ttip:tene t+~tt~d: taut Tdmtber: tlnirmta Aiuttbat: t: Et~.YfvtcAUt.~~~(~ct3ancA~ sc~tu.a~G Af~AtsAts 889 Et~tlt.Y ORtVf: MElvF1ANICSBURfa, PA i?1255 OFftCE; ?i7-795-9412 FAX; 717-795.1'187 ~~~~~~ 091421 OECIMBER 11, 2009 tntematOrdadr: t.QEtderC•as~ ~: Gent Flte+i: fdain Fite # an fatn: 091421 Otl~r F1e ~ on torn: fe±deratTax6i: 234802152 ~~ Q~~~~ LetNlet: PRtVAT~I~f?RAiSAL t:3fiettt: PRT+/A'fE PuRd/Bortot?re~; t'R!V'ATE APF~ISAI. Pta~atty Addrestt: 5S t1V~t•Vw Ctty: (ARt.fSLE Cotmty:.GWtVr$>wRLAND Stale: PA Z~: 17013.8134 l:egatthtstx~ttOn: SEA C-trEb~AT`CACkiEfl `. r~~ FULL URAR FORM 1004 35D:00 Ferm 18116 -- "WhtiaTAL" appraiEal xpltwetd OY a is IttC. -1.8f)0•RLA~tODf SC4tR.1;WG I~tiA1.SAES (7i~ 795-9412 BorrowalCNerN PRNATE APPRAISAL _ FNe No, 09t42t _,,,,_„ Pro eh Address ~5 W,~t Vw - Cil . CARLISLE Courgy CUMBERLAND State PA lip Code 17013-8134 Lenda PRNATE APPRAISAL TABLE OF CONTENTS teller at Transmfital .»» .................»......:»........»..._._.,.»_»............»._.........». .....,,...»..........»..............»........................._............»........,......».~..,....._. 1 Summary of SaNerd Features ....~ ..................»........... . »....»......_._......._._ ...._...........,........._.................__._... _.... ~.....,............................ 2 Additional Comparables 4••6 ....._»...___....,». .. .» ».......» . . ............. .. ,....._.w ..._........................_.................._....,. _,... 3 URAR ........._...,.»...,...._.........._.,,........»... ,_.....» .............._....»............ ........,..._...................__.».........»..,»,......»._..._........».,.......,..»»...».»..... 4 Supplemental Addendum ... ............._.....~....__»........_..._._................._....... ..»...................._.........._.._................................ _......................... 10 Subject photos ....._....._.....»......_......._.........w ......................_............»»........ ...............~........_........._........_._......_................_.»__...__................._ 14 Subject Photos . »..,.,.._....»»....,...».......»._......._.»,»__...»......»..._._..» ........ ............._..._....._ ..,....._~........_..»........»................................._........... 15 Subject Photos __.....~__...._..._.__.._........v,.»....__........_ ................_..._........ ......................._..... _...._......».....».____................................. __...._-.. 16 Subject Photos NNaia ......_....._..._.._..._...»....._> .............»....,.».....»....._..,_ ,.....»»».._.._............._.._...._»..._»_..._._..................»..._....._....._........ 17 Subject Photos iMeria._...„»»....._».....»» .............._...w...... » .... ».. ...._...»».......»..._.....__.._...__...__....._.....»....................»...._.........._.» 18 Subject photos bttetia .......»»»._... ~ ..»...........».........._.._ .. - ».»_ ................~....._........................_..._....._..._....................._........ 19 Comparable Photos 1-3 .. ._ .....................».<, »,.....».».»....,........_...._ _ ...._..._.~........_._»»............»..................... _...__.... __........._....._....... 20 Comparable Photos 4-ti .» ...................»....................., ».......».....»» __ ..»._ ......................._......._...........................~.._.......»..._....»_....>............... 21 B~'Idinp Sketch (Pape -11...... ....».......... ».__....._........__.......»... ...._......__..K......_»» ..._ ............................_..,~.._,_ .....»...,..........,....... 22 CLIEM'S LIST Of SUBJECT FEATlBiES ........ ~ .. .»...........». _ .......................................__..... .......». ...............».....,.._....._.....». 23 LOCATNJN tJIAP ..................._»....». »...»».........»»_...._....................... ...».....,.._.........._.»».................».....»......................_..__..__......_..... 24 AERIAL VIEW Of Sl18JEC'f ._~......._............_ ................»...,..........._».,..,...... ................................».........,..........._._._.,.».........................._..._.».._.. 25 OEEO LEGAL PAGE 1........_._........»...... _ ....................._..»_................._................._...__......_...._..._..........................._.......».,............_............. 26 DEED LEGAL PAGE 2 ,_..,....,..... .......................... ......._......__. _.........._....................................>.._..............~............._... _...........,....... 27 Appraiser Discbsure Slatemers ».....»....._ ..................~.._......_.»... >» .......»... » ... »................»....._... »... ............ _.............,................... 28 PA CERTIFICATION LEGAL SIZE ,...........»...._» .............»».».»......,.,».........., » ,......»..._......._»..._.......»......._...............»...».............».....»..............~ 29 Ed~O INSURANCE LEGAL SIZE ..__...-....._...».»..........»........».....»....V.......» .» . .._ .....................»...............,..,.._....,...,.....,,.............................., 30 form TOCP3X5 - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE SCIitLLING APPRAISALS 889 EMILY DRNE MECHANICSBURG, PA 17055 DATE: DECEM9IR 11, 2009 PRNATE APPRASAL 55 WEST VIEW, CARLISLE, PA 17013 Re: Property: 55 Weat Vw CARLISLE, PA 17013-8134 Borrower. PRIVATE APPRAISAL Fpe No.: 091421 In accordance with your request, l have appraised the above referenced property. The report of that appraisal is attached. The purpose of this appraisal is to estimate the current market value of the property described In the appraisal report, as yrrproved, In unene~ntbered fee simple tkle of ownership. This report is based on a physical analysis of the she and improvements, a bcationai analysis of the neighborhood and dry, and an economic analysis of the market for properties such as the subject. The appraisal was devebped and the report was prepared in accordance with the Uniform Standards of Professional Appraisal Practice. The value condushms reported areas of the effedtve date stated in the body of the report and contingent upon the certification and limitirrp conditions attadred. It has been a pleasure to assist you. Please do not hesitate to contact me tf t can be of additional service to you. Sincerely, _ ~~ V~.l~; YYfd.T t~. SC u~v~ PA CEt1ED RES..R.E. Af'P SER RL-139009 in File No. 091421 Peag~ SUMMARY OF SALIEAIT FEATURES Sub~ecl Address 55 West Vw legal Description SEE DEED ATTACHED Cqy CARL{SLE COUnty CUMBEFtLANO Stale PA Zip Code 17013-8134 Census Tract 0119.01 Map Reference 25420 SaSe Price S NIA Qa~ ~ Sale hIIA $o~rotiyerlC6ant PRIVATE APPRAtSAI lr~fo< F*R{VATE APPfiE~tSAL Size (Square Feet) 2,444 Price per Square Fool S Location AVERAGE pge 4A Condition GOOD Tolai Rooms 9 Bedrooms 5 Ba0rs 3 qpp~~~ WALT M. SCHILLINO pelt of Appr~s4d Value DECEMBER 11, 2009 final Estirnale of Value S 300,000 Form SSD -'WinTOTAL• appraisal software by a la mode, inc. -1-800-AIAMODE REV 1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDI~ILE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER JAMES M. ORLOWSKY 2:1-10-0503 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (oi-io) i pennsylvania • DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F 70INTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: JAMES M. ORLOWSKY 21-10-0503 if an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVNING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. Jaime Lee 1124 Keokuk Terrace NE Leesburg, VA 20176-6665 daughter B' Shaine K. Capone C. Carole Sales D. Estelle Orlowsky E. Emily G. McAuliffe JOINTLY OWNED PROPERTY: 8201 Sandpoint Blvd Orlando, FL 32819-7252 54463 Aurora Pike Shelby Township, MI 48316 11438 Deno Ct Sterling Heights, MI 48314 45 West View Carlisle, PA 17013 daughter sister mother friend ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTTTUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % of DECEDENT'S INTEREST' DATE OF DEATH VALUE OF DECEDENT'S INTEREST i. A. 01101197 TD Ameritrade #881341564 160,579.65 50 80,289.83 2. B 01101189 TD Ameritrade #881343989 133,926.70 50 66,963.35 3. A 05/23/07 Orrstown Bank Money Market#143000871 95,167.69 50 47,583.84 4. BCC 01/01/83 Partnership FCU checking #9496003-7 18,048.06 25 4,512.02 5. BCJ 01101/06 Partnership FCU money market #949600363 26,262.44 25 6,565.61 6. BC v 01101183 Partnership FCU secondary savings #9496003-2 6,116.44 25 1,529.11 7. BC.~ 01101183 Partnership FCU primary savings#9496003-1 7,287.75 25 1,821.94 8. ACS 01101196 Partnership FCU checking #79983007-7 5,403.52 25 1,350.88 9. AC,~ 01/01/06 Partnership FCU market savings #7983007-3 86,335.31 25 21,583.83 10 ACi~ 01/01186 Partnership FCU secondary savings #7983007-2 398.84 25 99.71 11 A~17 01/01186 Partnership FCU primary savings #7983007-1 2,183.63 25 545.91 12 E Orrstown Bank checking #14000869 $78,661.11 Notice sent and paymet may have been made 13 C 05129107 Orrstown Bank money market #143000914 $27854.57 Notice sent and unknown if payment has been made TOTAL (Also enter on line 5, Recapitulation) I $ 232,846.03 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ {08-09) SCHEDULE G ~ pennsylvania DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE Tax RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER JAMES M. ORLOWSKY 21-10-0503 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME of THE TRANSFEREE, THIIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE DATE of TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPUC:AS(.E VALUE 1. Members 1 st FCU 282288-48 In trust for Beneficiary Shaine K. Capone 10,098.50 100 10,098.50 2 Members 1st FCU 282288-49 In trust for Beneficiary Shaine K. Capone 11,103.04 100 11,103.04 3 Members 1st FCU 282288-50 In trust for Beneficiary Shaine K. Capone 30,492.95 100 30,492.95 4 Members 1st FCU 282288-00 In trust for Beneficiary Emily G. McAuliffe 758.27 100 Notice sent and payment may have been received 5 Members 1st FCU 282288-11 Intrust for Beneficiary Emily G. McAuliffe 236.00 100 Unknown if Notice has been sent or if payment has been received 6 Members 1st FCU 282288-05 In trust for Beneficiary Emily G. McAuliffe 80,439.93 100 Notice sent and payment may have been received TOTAL (Also enter on Line 7, Recapitulation) $ I 51,694.49 if more space is needed, use additional sheets of paper of the same size. JUN-09-2010 12:44 From:M1ST LEND~INS SUPRT 7177955178 To:Fax P.1~4 ~~ MEMBERS ~~ F~tiRALCR~D19' UNION REGULAR _SAVINGS AGCQUNT: Account NumberlSuffix Z822a8-00 Date Account Established 03/2812006 Principal Balance at Date of Death $758.16 Accrued Interest to Date of Death $.11 Total Principal end Accrued Interest $758,27 Name of In Trust For Beneficiary Emily G. McAuliffe Date In Trust For Beneficiary Added 05/06/2009 CHECKING AGCf?UNT: AGCOUnt Number/Suffix 282288-11 Date Account Established 03!28!2006 Principal Balance at Date of Death $23fi.05 Accrued interest to Date of Death $0.00 Total Principal and Accrued Interest $236.05 Name of In Trust For Beneficiary Emily G. McAuliffe Gate In Trust For Beneficiary Added 05!06/2009 MQNEY MANAGEMENT ACGQUNT: Account Number/Suffix 282288-05 Date Account Established 03/30!2009 Principal Balance at Date of Death $80,417.4fi Accrued Interest to Date of Death $22.47 Total Principal and Accrued interest $80,439.93 Name of In Trust For Beneficiary Emily G. McAuliffe Date In Trust For Beneficiary Added 05/06/2009 CERTIFICATES tyF QEPOSIT: Account NumberlSuffix 2$22$$-4$ Date Certificate Established 08/2712009* Rrincipal Balance at Date of Death $10,094.03 Accrued Interest to Bate of Death $4.47 Total Principal and Accrued Interest $10,098.50 Name of In Trust For Benefrciary Shaine K. Capone Date In Trust For Beneficiary Added 082712009 CERTIFICATES OF DEPOSIT: Account NumberlSufftx 282288-49 Date Certificate Established 0911412009* Principal Balance at Date cif Death $11,102.01 Accrued Interest to Date of Beath $1.03 Total Principal and Accrued Interest $11,103,04 Name of In Trust Far Beneficiary Shaine K. Capone Date In Trust For Beneficiary Added 09Ii4/2009 5r:}0(7 L~tiisr. L)rivc I'.<). ~Bax 4() Mc~hanicshur~, I'cnnsylvas~ia 17(15 - (ti()()) 2K3-232H www~nemberslst.c~rg JUN-09-2010 12:44 From:M1ST LI=ND~INS SUPRT 7177955178 To:Fdx P.2~4 CERYIFICATES OF aEPOSIT: Account NumberlSuffix Date Certificate established Principal Balance 8t Date of Death Accrued Interest tb Date of Death Total Principal and Accrued interest Name of in Trust Eor Beneficiary Date In Trust For Beneficiary Added 282288-50 09/14/2009'' $30,472.51 $20.44 $30,492.95 Shaine K. Capone o9i14~~aa~ 'A Transfer of funds from the QS-Money Management Account MEMBERS 1~T FEDERAL CREDIT UNION . ~~ Leigh-Anne Stallings tending Insurance Support Specialist June 9, 2010 Estate of: James M. OriaMrsky Date of Death: Aprii 18, 2010 Social Security Number: ~$3~0-0538 `~. S~rri~r. 8er. Tr~rer. ~~~ ~~{~ ~~ c lti[ruYy>Y:hror~~A "li~lbt~lCl:Yp~'X, S~i~:lidl4~f iikaC~ i'~Y:1~'.k!~4 CJ~ ffh' ~.~~. e~liii3'R171Y8 ..~I,1!':3'k''L` ~tltA'Ya31URs'K'3 lE'k'~ d8`~ SY`4'~!.'1.~.'.1uf:> ~~ft?Y3~ Sl::CS 1 ~4MU • ~ FEE! JAMES M ORLOWSKY CAROLE SALES 55 WEST VIEW CARLISLE PA 17013 P.O. Box 18539 Washington, D.C. 20036-8539 ToN Free: (800) 285-3286 Tel.: (703) 562-6000 Fax: (202} 898-3550 www.thepartnershipfcu.com ANNUAL PERCENTAGE YIELD EARNED FROM 04-01-10 THRU 04-30-10 WAS 0.40%. ANNUAL PERCENTAGE YIELD EARNED FROM 04-O1-10 THRU 04-30-10 WAS 0.40%. Print this page Account Statement Member No Period Endrng ;. Branch ID _. . , - 7983007 04-30-10 1 NOTICE: See disGosures (available on this web site) for important information regarding your rights to dispute billing errors and electronic funds transfer errors. ~ :, 1 Regular Savings $ 2,184.35 2 Secondary Savings $ 398.97 3 Money Market Savings $ 86,395.63 7 ONE CHECKING $ 5,405.20 ,~~__ ~r~iw. .tie ~ ell ~~r 1 Transaction Effective Date Date Transaction Description Deposit Withdrawal Balance 04-01 Previous Balance 2,183.63 04-30 DIVIDEND 0.72 2,184.35 Transaction Effective Date Date Transaction Description Deposit Withdrawal Balance 04-01 Previous Balance 398.84 04-30 DIVIDEND 0.13 398.97 Transact[on Effective Date Date Transaction Description Deposit Withdrawal Balance 04-01 Previous Balance 04-30 DIVIDEND ANNUAL PERCENTAGE YIELD EARNED FROM 04-01-10 THRU 04-30-10 WAS 0.85°l0. ( 86,335.31 I 60.32' ~ 86,395.63 04-01 Previous Balance 3,326.22 04-06 SHARE DRAFT 967 Tracer 00000000000009146397 -206.00 3,120.22 04-07 TRANSFER 9496003 7 Internet Access Apr. 07, 2010 10:18 Ref: 480091. 3,000.00 ~ 6,120.22 04-12 WITHDRAWL-DRAFT 965 -631.70 5,488.52 WFHM MORTGAGE CHECKPAYMT 041210 040910 04-13 SHARE DRAFT 959 Tracer 00000000000009048505 -85.00 5,403.52 04-30 DIVIDEND 1.68 5,405.20 ANNUAL PERCENTAGE YIELD EARNED FROM 04-01-10 THRU 04-30-10 WAS 0.40%. Cleared Check Recap: CHECK DATE AMOUNT CHECK DATE AMOUNT CHECK DATE AMOUNT 959 04-13 85.00 965' 04-12 631.70 967' 04-06 206.00 ' Indicates check out of sequence. • ~ • .. Finance Account Description Balance Dividend Account Descr~tion Balance Charges 1 Regular Savings 2,184.35 2.87 2 Secondary Savings 398.97 0.53 3 Money Market Savings 86,395.63 251.98 7 ONE CHECKING 5,405.20 4.69 YTD Account Summaries Deposit Account Totals Loan Account Totals YTD Dividends: $ 260.07 YTD Finance Charges: $ 0.00 Transaction Effective Date Date Transaction Descriotinn no~~~i~ wi•tia.~...~~ Q~~~....,. Q AMERITRADE .~. ~ -r ,, A600 Alliance Gateway Freeway, Fort Worth, 1X 76177 Iar!?1f.>.Tllia ~- ~f~aT, May 26, 2010 Shaine Capone 8201 Sandpoint Blvd Orlando, FL 32819 Dear Shaine Capone, ~'~a",~, J' i .t We recently received your request for information about the valuation of James Orlowsky's account. The valuation for this account is stated below. Please keep this letter for your records. Account 881341564 value as of April 16, 2010 was $160,579.65. If you have any questions, please do not hesitate to contact the Estate Department <~t 800-858-0387, extension 4490, Monday through Friday from 9:00 to 5:00 ET (excluding marke# holidays). Sincerely, Grant Gentry Estate Department TD AMERfTRADE TD AMERITRADE, Inc., member FINRA/SIPC> TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Toronto-Dominion Bank. ®2008 TD AMERITRADE IP Company, Inc. All rights reserved. Used with permission. TDA 28271.07/05 O O Q O 0~0 b V et .C T7 w d H A "' ~. ~ o ~ ~. A 4 d c .~ a C4 +t'1 O ~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 d -~ O •~ 0 0 0 0 0 0 0 0 0 in v1 ~n 0 0 0 0 v1 O O v1 O O r~.+ ~ ['+ t7s ~ C '~t V'i tt O 00 h O N .~ ~G ~O .-+ OC ~C: v'i ~C ~O ~C ~D C O eat ~ N b+3 N M N M Q~ O --~ ~O i4 O U~ CT ~-+ M O M h N M N M 6A 69 ' A , Gw 01 ~D N .-. et N N ~O O~ V l trl N C~ N O [~ O~ ~D ~ h M M ' N M M ' M ti3 ~ ~ r~ d 1 ~D N 00 O N ~ 00 - Vt O~ V ! 6A 6+} 6 F -~' bfl bR b9 69 6R 69 f o G9 bA 69 69 fA 69 o C ~ f S i R r r M +9 ~ b9 N9 y L . r Q .~ O S O N C~ ~O O O O O vl N t~ ~O [~ 00 d' ~d ~O O o0 ~D O O ~ w 'V O O O N O M t~ O O v1 O ~O M h [~ M G M I~ ~--~ N~ ~U O O t+'i N O et ~ ~O ~D O oo w'i c~'i ~-+ vi 1~ ~ M O~ ~ O~ ~ O O RS ir4 to _ "00 V1 M N N '-' M 69 ~ e}~ N M M Fro 49 M N N M G4 b,9 G9 H GA bra 69 b9 b4 G4 i9 L9 bH bR 49 GR i.9 d°/ f+°! 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Gam. !.~ ~ ~r C/~ fn E""~ / r~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O O O O O O O O O O O M O 0 0 0 0 0 0 0 0 0 0 G~ et ~+ N .-. ~ N -- --• --~ ~ --~ M M N N M .r N M tn.' ~J d '~; r?t ~ 'If '~'„ c: N ~,. 0 c~ ~, i U o ~ w o ° V W w a 4 O F ~` t: ~. ~~ QRR.ST~}W1~TBANK A Tradition of Excellence N oRRS P•~• Box 250 a Shippenshurg. PA 17.257 Temp-Return Ssrvic:e Requested Date 6/18/10 Primary Account Enclosures ~.~ E~~t~~~~~~~~~~r~~~~~~t~~~~~~~~~~~~~~~t~~~~~it~s~~~i~~~1~~i~~~~ 000212 0.6500 AV 0.335 TR00001 ~' James M Orlowsky ~^ Emily G McAullife ..._. Platinum MMA '~~ 55 west View Carlisle PA 17013-8134 Starting this summer, if you want to keep overdraft coverage for ATM and everyday debit card transactions, you must Opt In. More information re+~axding this change is coming soon. Page 1 193000870 ACCO i7NT S ~TMMAR Y Account Number Ac~~ount Title Current Balance Tsnclosures 143000870 Platinum Money Market Account .00 143000871 Platinum Money Market Account 95,167.69 C H E C K I N G A C C O U N T S 0 N r, N 0 0 0 N 0 0 .-~ 0 0 0 0 N r-1 0 °a ~ N O ~--~ O ~ {{,,//~ OG O aP .-i Account Title James M Orlowsky Emily G McAullife Platinum MMA Platinum Money MarkE:t Account Account Number 143000870 Previous Balance 78,652.81 Deposits/Credits .00 1 Checks/Debits 78,652.81 Service Fee .00 Interest Paid 8.30 Current Balance .00 Check Safekeeping Statement Dates 5/21/10 thru 6/20/10 Days In The Statement Period 31 Average Ledger 17,760.31 Average Collected 17,760.31 Interest Earned 8.30 Annual Percentage Yield Earned 0.55 2010 Interest Paid 187.02 Deposi is and Additions Date Description 5/28 Interest Deposit Amount 8.30 Electronic Debits and iii tlsdxaxals Date Description 5/28 Close Account Amount 78,661.11- C~RRST~WNB-A.NK A ?'radition ofExceIIe~tce Date 6/18/10 F'age 2 Primary Account 1.43000870 Enclosures James M Orlowsky Emily G McAullife Platinum MMA 55 West View Carlisle PA 17013 N N 0 a 0 N 0 O 0 0 r; 0 a N r-i O O 4 4 0 cn Platinum Money Market Account 143000870 (Continued} Daily Balance Information Date Balance Date Balance 5/21 78,652.81 5/28 .00 Interest Rate Summary 5/20 0.550000 5/28 0.000000$ Account Title James M Orlowsky Jaime Lee Platinum Money Market Account Account Number 143000871 Previous Balance 95,127.95 Deposits/Credits .00 Checks/Debits .00 Service Fee .00 Interest Paid 39.74 Current Balance 95,167.69 Check Safekeeping Statement Dates 5!21/10 thru 6/20/10 Days In The Statement Period 31 Average hedger 95,127.95 Average Collected 95,127.95 Interest Earned 39.74 Annual Percentage Yield darned 0.49 2010 Interest Paid 255.90 Depori is and Adds t.f ons Date Description 6/20 Interest Deposit Amount 39.74 ~RRSTOW~TBANI~ A Tradition of .E'xcellence 0 ORBS P.O. Box 250 o Shippensburg, PA 17257 Temp-Return Service Requested Starting this summ~sr, if you want to keep overdraft coverage for ATM and everyday debit card transactions, you must Opt In. More information regarding this change is coming soon. C H E C .K I N G A C C O U N T S 000305 0.6500 AV 0.335 TR00001 James M Orlowsky Carol Sales 55 West View Carlisle PA 17013-8139 0 N O 0 0 0 N t0 O O O O .; 0 c 0 ch 0 o ~ o ~n .~ N c'7 O r•~1 o OD ~M 0 ~~ Account Title James M Orlowsky Carol Sales Platinum Money Market Account Account Number 143000914 Previous Balance 27,599.96 Deposits/Credits .00 Checks/Debits .00 Service Fee •00 Interest Paid 11.83 Current Balance 27,611.79 Date 6/25/10 Page 1 Primary Account 143000914 Enclosures Check Safekeeping Statement Dates 5/26/10 thru. 6/27/10 Days In The Statement Period 33 Average hedger 27,599.96 Average Collected 27,599.96 Interest Earned 11.83 Annual Percentage Yield Earned. 0.48 2010 Interest Paid 73.72 Deposf to and Additions Date Descriptar.on 6127 Interest Deposit Asnottn t x.1.83 Daily Balance Infos~ta tion Date Balance Date Balance 5/26 27,599.96 6127 27,611.79 Interes t Rate Stuamary 5/25 0.550000 6/03 0.450000$ THANK YOU FOR BANKING WITH ORRSTOWN BANK ~RRSTO~VNBANK A Tradition of Excellence Date 6/25/10 Page 2 Primary Account 143000914 Enclosures James M Orlowsky Carol Sales 55 West View Carlisle PA 17013 Unlawful Internet Gambling notice: Effective June 1, 2010, restricted transactions as defined in Federal Reserve Regulation GG are prohibited from being processed through this account or relationship. Restricted transactions generally include, but are not limited to, those in which credit, electronic fund transfers, checks, or drafts are knowingly accepted by gambling businesses in connection with the participation by others in unlawful Internet gambling. 0 N Print this page S~rvit~e. ~fhG't: ~~P1~1~~r~~ F~ecf ~r~ed~t ~~~ i~aK1C,cYi} ~*.'~ ~'_tIw`t'~¢>,ti~frS, tdrn~1+_s ;c~tf,:ivif:.xi[kS cd:t?cK FL~'l:'< ?S:tr~sea` ^x ~u~r ~'in;rxS~fi['x~ ae'~'! ot~xr :st•~~..~7er.~rr.!rtakr+' d~stb[:.K3 ~i~:~ ' ~ ~ P.O. Box 18539 Washington, D.C. 20036-8539 Toff Free: (800) 285-3286 Tef.: (703) 562-6000 Fax: (202) 898-3550 www.thepartnershipfcu.com Account Statement JAMES M ORLOWSKY CAROLE SALES 55 WEST VIEW CARLISLE PA 17013 Member No Period Endin Branch ID 9496003 04.30-10 1 NOTICE: See disclosures (available on this web site) for important infom7ation regarding your rights to dispute billing errors and electronic funds transfer errors. ~ :, 1 Regular Savings $ 7,287.75 2 Secondary Savings $ 6,118.45 3 Money Market Savin~c s $ 26,278.63 7 ONE CHECKING $ 17,412.61 a ~ ~ r ~ ~ ~~ ~~~~ ~ ANNUAL PERCENTAGE YIELD EARNED FROM 04-01-10 THRU 04-30-10 WAS 0.40%. $ 26,262.44 ~ $ 16.19 ~ $ O.GO ~ $ 26,278.63 ~ ~ $64.70 Transaction Effecttve Date Date Transaction Description Deposit Withdrawal Balance Transaction Effective Date Date Transaction Description Deposit Withdrawal Balance 04-01 Previous Balance 7,285.35 04-30 DIVIDEND 2.40 7,287.75 Transaction Effective Date Date Transaction Description Deposit Withdrawal Balance 04-01 Previous Balance 6,116.44 04-30 DIVIDEND 2.01 6,118.45 ANNUAL PERCENTAGE YIELD EARNED FROM 04-O1-10 THRU 04-30-10 WAS 0.40%. 04-01 I ( Previous Balance 26,262.44 04-30 DIVIDEND I 16.191 26,278.63 I ANNUAL PERCENTAGE YIELD EARNED FROM 04-01-10 THRU 04-30-10 WAS 0.75%. 04-01 Previous Balance --~r~-~•• •••~•a~a. vgIg11GG 6,089.12 04-01 EFT US TREAS 312 CIVIL US TREASURY 312 CIVIL SERV040110 6,532.67 12,621.79 04-07 TRANSFER 7983007 7 Internet Access Apr. 07, 2010 10:18 Ref: 480091. -3,000.00 9,621.79 04-12 SHARE DRAFT 7733 Tracer 00000000000009033759 -88.46 9,533.33 04-13 EFT US TREASURY 220 US TREASURY 220 TAX REFUND041310 9,921.00 19,454.33 04-13 SHARE DRAFT 7735 Tracer 00000000000009010604 -59.98 19,394.35 04-13 SHARE DRAFT 7732 Tracer 00000000000009002840 -140.59 19,253.76 04-13 SHARE DRAFT 7605 Tracer 00000000000009048504 -150.00 19,103.76 04-13 SNARE DRAFT 7734 Tracer 00000000000009047860 -239.31 18,864.45 04-13 SHARE DRAFT 7731 Tracer 00000000000009052075 -619.00 18,245.45 04-15 ACH UGI UTILITIES, i -87.00 18,158.45 04-16 EFT ACH Master TD AMERITRADE ACH MICRO 0.27 18,158.72 04-16 EFT ACH Master TD AMERITRADE ACH MICRO 0.34 18,159.06 04-16 SHARE DRAFT 7736 Tracer 00000000000009110596 -111.00 18,048.06 04-19 P/A METAVANTE/E31LL PAY PENNSULVAINIA POW -98.56 17,949.50 04-21 SHARE DRAFT 7740 Tracer 00000000000009134141 -40.00 17,909.50 04-21 SHARE DRAFT 7738 Tracer 00000000000009133854 -366.97 17,542.53 04-22 SHARE DRAFT 7737 Tracer 00000000000009111683 -43.46 17,499.07 04-23 SHARE DRAFT 7739 Tracer 00000000000009101105 -91.42 17,407.65 04-30 DIVIDEND 4.96 17,412.61 ANNUAL PERCENTAGE YIELD EARNED FROM ()4-O1-10 THRU 04-30-10 WAS 0.40%. Cleared Check Recap: CHECK DATE AMOUNT 7605 04-13 150.00 7731' 04-13 619.00 7732 04-13 140.59 ' Indicates check out of sequence. CHECK DATE AMOUNT CHECK DATE AMOUNT CHECK DATE AMOUNT 7733 04-12 88.46 7736 04-16 111.00 7739 04-23 91.42 7734 04-13 239.31 7737 04-22 43.46 7740 04-21 40.00 7735 04-13 59.98 7738 04-21 366.97 ~ • .. • ~ • Finance Account Description Balance Dividend -Account Description Balance Charges 1 Regular Savings 7,287.75 10.81 2 Secondary Savings 6,118.45 9.08 3 Money Market Savings 26,278.63 64.70 . 7 ONE CHECKING 17,412.61 13.23 Dep osit Account Totals Loan Account Totals YTD Dividends: $ 97.82 YTD Finance Charges: $ 0.00 Transaction Effective Date Date T~snc~r+inn rlee...i..fl.... .- .. .__._. _ _ _ AMERlTRADE . ~. .~ ,.. ~ r _ ~ . ~ ~sa~^ fil f ~3'c ~ ~t. ... ~ 4 ~I 'I i 005 North Ameritrade Plece, Bellevue, NE 68005 t June 1, 2010 Shaine Capone 8201 Sandpoint Blvd Orlando, FI 32819 Dear Shaine Capone, We recently receivf:d your request for information about the valuation of James Orlowsky's account. The valuation for this account is stated below. Please keep this letter for your records. Account 881-343989 value as of 04/16/2010 was $133,926.70. Ifi you have any questions, please do not hesitate to contact the Estate Department at 800-858-0387, extension 4490, Monday through Friday from 9:00 to 5:00 ET (excluding market holidays). Sincerely, Estate Department TD AMERITRADE TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company, Inc. and The Ta~onto-Dominion Bank. ®2008 TD AMERrrRADE IP Company, Inc. All rights reserved. Used with permission. TDA 2827 L 07/05 +~ AMERITRADE .,.. °~ ly~ ~'~,~il'~~~ i f ~~~~ ~ ~~-~ f ~~,~ ~ .i ,.,• ~? T .'e i ,7d.s~ •.. ~ .. -~ ~;. ~.: _ ~ ,~. t005 North Arneritrede Plece, Bellevue, NE 68005 ~tEt:'nc>>~?~,.~~ic ,;ru~~ "~ ` ~~ ' "` June 1, 2010 Shaine Capone 8201 Sandpoint Blvd Orlando, FI 32819 Dear Shaine Capone, We recently received your request for information about the valuation of James Orlowsky's account:. The valuation for this account is stated below. Please keep this letter for your records. Account 88'I-365001 value as of 04/16/2010 was $453,669.47. If you have any questions, please do not hesitate to contact the Estate Department at 800-858-0387, extension 4490, Monday through Friday from 9:00 to 5:00 ET (excluding market holidays). • Sincerely, Estat Departmen TD AMERITRADE TD AMERITRADE, Inc., member FINRA/SIPC. TD AMERITRADE is a trademark Jofntiy owned by TD AMERITRADE IP Company,lnc. and The Ta'onto-Dominion Bank. ©2008 TD AMERITRADE IP Company, Inc. Ali rights reserved. Used with permission. TDA 2827 L 07!05 REV-1511 EX+ (1Q-09) ~ Pennsylvania DEPARTMENTUFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER JAMES M. ORLOWSKY 21-10~~50 Decedent's debts must be reported on Schedule I. ITEM NUMBER __„_ DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' Hoffman-Roth 219 N. Hanover St Carlisle, PA 17013 12,316.14 2 Purse Funeral Home 2959 N. Adrian Hwy Adrian, MI 49221 1,745.00 B. ADMINISTRATIVE COSTS: i. Personal Representative Commissions: 10,000.00 Name(s) of Personal Representative(s) Shaine K_ Ca~One_ _ Street Address 8201 Sandpoint Blvd City Orlando _ _ ____ _ ___ State FL ZIP 32819 Year(s) Commission Paid: 2010 2. Attorney Fees: 25,000.00 3• Family Exemption: (If decE~dent's address is not the same as claimant's, attach explanation.) Claimant __ _ _ _ Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 1,000.00 5. Accountant Fees: 6. Tax Return Preparer Fees: 200.00 ~• Advertise letters Cumb Law Journal 75.00 s Advertise letters Sentinel 198.16 TOTAL (Also enter on Line 9, Recapitulation) I $ ~ C~ ST 3 `-~' • 3Z~ If more space is needed, use additional sheets of paper of the same size. r.~-- ,_. tx ~~ I~ yr 7 °" _ ~,,~ f ~... ~`1 -~ :~~' FUNERAL HOME ~ CREMATORY, INC. ,~ .>; 219 North Hanover Street , Carlisle, Pennsylvania 17013 717.243.4511 tall free 1.866.451.451 1 fax 717.243.3723 www.hoffmanroth.com info@hoffmanroth.com May 26, 2010 Jaime Lee 1124 Reokuk Terrace NE Leesburg, VA 20176 Statement of Funeral Expenses for: James Martin Orlowsky Date of Death: April 18, 2010 Account Id: 15931-107 FACILITIES AND PROFESSIONAL SERVICES: Use of Facilities for Viewing $ 250.00 Sub Total: $ 250.00 MERCHANDISE: Casket:Olympus $ 6,590.00 Register Book $ 25.00 Memorial Folders $ 25.00 Sub Total: $ 6,640.00 OPTIONAL SERVICES: Fowarding of Remains $ 1,745.00 Sub Total: $ 1,745.00 TOTAL FUNERAL HOME CHARGES: $ 8,fi35.00 CASH ADVANCES: St. Joseph Catholic Church Cemetery $ 575.00 40 Certified Death Certificates at $ 6.00 each $ 240.00 Newspaper Notice -Sentinel $ 243.94 Newspaper Notice -Washington Post $ 589.60 Ctergy $ 200.00 Flowers ~ $ 159.00 Newspaper Notice -Adrian Daily $ 222.00 Newspaper Notice -Detroit Free Press $ 547.00 Cantor $ 50.00 Organist $ 100.00 2nd Run Of Washington Post $ 754.60 Sub Total: $ 3,681.'[4 Total Funeral Expense: $ 12,316.14 Total Paym ents Made: $ 100.00 Payments made: Cumberland Cty VA ~ Check 759407 May 13, 2010 100.00 Total Balance Due: $,. 16.14 Please return this portion with your Remittance SERVING OUR COMMUNITY SINCE ~ ~O7 H~FMAN-RO1H FUNERAL HOME 219 N. HANDVER ST CARLISLE. PA X7013 (717)2+13-4511 Merchant ID: 5415~2E00100 7eFA ID: 15920001 Ref q; 8001 Sale X~fXI~~ DICER Entry I~thod, Manual local; ~ 17000,89 06~i8~10 10:48.11 Inv ~; 001 R~r Code; 818338 ~prud; Online Batcha; 08003 I a9e-te to Pav above total amount ucordlnt+ to card !ewer a9reeaent- tMerchant aorseaent tf credit voucher) MercF~ant Coat TF~hgt YUU! ~;~~,' Ali ~r fiat" f ! < ~` .{,~ ~,~ ~" ~ FUNERAL HOME ~ CREMATORY, INC Jaime Lee 1124 Reokuk Terrace NE Leesburg, VA 20'17E3 219 North Hanover Street C:arlisle, Pennsylvonia 17013 717.243.451 1 toll free 1.8bb.451.451 1 fax 717.243.3723 www.f~offmanroth.com infoChoffmanroth.com June 18, 2010 Statement of Funeral Expenses for: James Martin Orlowsky Date of Death: April 18, 2010 Account Id: 15931-107 FACILITIES AND PROFESSIONAL SERVICES: Use of Facilities for Viewing $ 250.00 Sub Total: $ 250.00 MERCHANDISE: Casket: Olympus $ 6,590.00 Register Book $ 25.00 Memorial Folders $ 25.00 Sub Total: $ 6„640.00 OPTIONAL SERVICES: Fowarding of Remains $ 1,745.00 Sub Total: $ 1;,745.00 TOTAL FUNERAL HOME CHARGES: $ 8,,635.00 CASH ADVANCES: St. Joseph Catholic Church Cemetery $ 575.00 40 Certified Death Certificates at $ 6.00 each $ 240.00 Newspaper Notice -Sentinel $ 243.94 Newspaper Notice -Washington Post $ 589:60 Clergy $ 200.00 Flowers $ 159.00 Newspaper Notice -Adrian Daily $ 222.00 Newspaper Notice -Detroit Free -Press $ 547.00 Cantor $ 50.00 Organist $ 100.00 2nd Run Of Washington Post $ 754.60 Sub Total: $ 3,681.14 Total Funeral Expense: $ 12,316.14 Total Payments Made: $ 12,100.00 Payments Made: Cumberland Cty VA Check 759407 May 13, 2010 100.00 Jaime Lee Credit Card Discover - Jun 18, 2010 12,+000.00 Balance: x_;216'14 Please return this portion with your Remittance. SERVING OUR COMMUNITY SINCE 1 407 J. GILBERT Funeral Directors Gil Purse (1939-2008) George Stenzel V ~ Funeral Home Gary Purse Barry Purse 2959 N. Adrian Hwy. (M-52) 1-800-613-4854 210 W'. Pottawatamie St. Adrian, MI 49221 FAX I-517-423-2122 Tecumseh, MI 49286 1-517-265-2300 Gary Purse, Manager FUNERAL SERVICE AGREEMENT Barry Purse, Manager 1-517-423-2121. NAME OF DECEASED James Orlowsky Sant, May 15, 2010 IF YOU HAVE SELECTED A I•UNERAL WHICH REQUIRES EMBALMING, SUCH AS A FUNERAL WITH VIEWING, YOU MAY HAVE TO PAY FOR EMBALMING. YOU DID NOT HAVE 1'O PAY FOR EMBALMING YOU DID NOT APPROVE IF YOU SELECT1;~17 ARRANGEMENTS SUCH AS A DIRECT' CREMATION OR IMMEDIATE BIJRiAL. IF WE CHARGE FOR EMBALMING, WE WILL EXPLAIN WHY AS FOLLOW S. Casket Professional Services Ship~in Detroit /Funeral Mass /Titan Burial Vault $1.,745.00 Outer Burial Container Sales Tax TOTAL OUR CHARGES $1,745.00 Cemetery/Crematory Death Certificates ~ PAID IN FULL Cremation Permit Tecumseh Herald pajd by Daily Telegram JAIME LEE Clergy Register Book Organist fee Date Cutting Flowers TOTAL OTHER CHARGES TOTAL OUR SERVICES, MERCHANDISE AND CASH ADVANCES ~-~.,74~ 5,4ti AMOUNT PAID $1.,745.00 BALANCE $0.00 If the Total unpaid balance is nat paid within 20 days from the date hereof, a pena]ty for late payment, calculated at the rate of I% percent per month on the unpaid balance for each month the account remains unpaid in full, will be charged. WE AGREE TO RENDER THE SERVICE AND FURNISH THE MERCHANDISE :INDICATED ABOVE by I/WE, THE UNDERSIGNED, INDIVIDUALLY AND JOINTLY, HEREBY AUTHORIZE AND DIRECT THE ABOVE NAMED FUNERAL HOME TO PROVIDE FUNERAL SERVICES AS ABOVE, ACKNO~JJLEDGE RECEIPT OF A COPY OF THIS AGREEMENT AND PROMISE 7'O MAK.F., PAYMENT THEREOF. MR./ MRS./ MISS/ MS SIGNATURE OF PURCHASER OR CO-PURCHASES -_ __ SIGNATURE OF CO-PURCHASER ADDRESS CITY STATE ZIP CODE CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 Tele: (717) 249-3166 Fax: (T17) 249-2663 June 11, 2010 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of Regal notices. TO: Jacqueline M. Verney, Esquire RE: James M. Orlowsky Estate Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: May 28, June 4, and June 11, 2010 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 75.00 Total Amount Due $ 0.00 Becky H. Morgenthal, Executive Director PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH (JF PENNSYLVANIA COUNT' OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland I,aw Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: May 28, June 4, & June 11, 2010 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in thc~ subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. F-- r sa Marie Coyne, E for SWORN TO AND SUBSCRIBED before me this 11 day of June, 2010 ~ ?G/~~.J Orlowsky, James M., deed. Late of North Middleton Town- Notary ship. Administrators C.T.A.: Jaime Lee and Shaine Capone c/o Jacque- line M. Verney, Esquire, 44 South Hanover Street, Carlisle, PA 17013. Attorney: Jacqueline M. Verney, NOTARIAL SEAL Esquire, 44 South Hanover Street, DEBORAH A COLLINS Carlisle, PA 17013. Notary Public CARLISLE BOROUGH, CUMBERLAND COUNTY My Commission Expires Apr 28, 2014 '~~'1~-e Seni~inel www.cumberltnk.com C~~~f~-~~~lr CARl15tE St~pPPENS PERRY C~(~,1N7Y JACQUELINE M. VERNEY 44 SOUTH HANOVER STREET CARLISLE, PA 17013 717-243-9190 AD NUMBER AD DESCRIPTION CLASS LINES 384284 AD~MINISTRATRIX NOTICE LETTERS OF A 10 PUBLIC NOTICES 36 * 2 cols Publication Insertions Rate Net Amount Gross Amount 3 THE SENTINEL -LEGAL 3 LGL $191.16 TOTAL AD CHARGE $191.1 Ei 3 PROOF OF PUBLICATION 01 PRF $7.00 Purchase Order Est.J.Orlowsky PAY THIS AMOUNT $19f3.1 fi $237.79* *AFTER 07/02/10 THE SENTINEL Thank you for advertising with The Sentinel! Deadline for c/o LEE NEWSPAPERS in-column legal ads is 4:00 p.m. two business days prior to PO BOX 540 date of insertion. For questions, call (717) 240-7130. WATERL.00 IA 50704-0540 THE SENTINEL c/o LEE NEWSPAPERS PO BOX 540 WATERLOO IA 50704-0540 Return this portion Nnth your paymenr Check # []Credit Card Acct #: Ems. Date: m m Name on credit card Signature Plraasa makes chacl~a oavahle toc THE SENTINEL AD NUMBER PAGE NO. 384284 1 of 1 BILL DATE SALESPERSON 06/07/10 woifc START DATE STOP DATE 05/22/10 06/05/10 Legal 00041fi JACQUELINE M. VERNEY 44 SOUTH HANOVER STREET CARLISLE, PA 17013 THE SENTINEL c/o LEE NEWSPAPERS PO BOX 742548 CINCINNATI OH 45274-2548 ~~~~i~~~~~~u~~~,u~~~~n~n~~~i,~~n~n~~~~~n~~~~~~~~~~~~~~~ 2154020000000384284000000000000000237790[100[1198164 PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland Tames Kleinklaus, Director of Sales and Marketing, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13,1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as vas printed and published in the regular editions and issues of THE SENTINEL on the following day(s): May 22, May 29 and June 5, 2010 COPY OF NOTICE OF PUBLICATION }~ ~, ADMINISTRATRIX ICE ,.Letters of Administration on the Estate of'dAMES M. ORLOWSKY, late of the Township of North Middleton, Cumberland County, Pennsylvania, deceased, have been granted to the undersigned. , All persons knowing themselves to be indebted to said Estate will make payment immediately, and those having claims will present them for ~'~ settlement. .~.,~ Jaime Lee and Shaine Capone, Administrator c/o Jacqueline M. Verney ` 44 South Hanover Street Carlisle; PA 17013 "lacqu~line M. Vemey, Attorney 44 South.Hanover Street Carlisle, PA 17013 Affiant further deposes that he /she is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. -.~ T ~~ ,. Sworn to and subscribed before me this 5~ C~~ Notary Public My commission expires: NOTARlAI SEAL. BAMBt ANN NECKENOORN Notary Pubtic QARI.lS~E BOROUGH, CUMBERLAND CNTY My Cpr'v1mlSSion f Ypres Jan 2 % 2014 REV-1512 EX+ (12-Q8) ~ pennsylvania SCHEDULE I DEPARTMENT DF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT __- -- ESTATE OF FILE NUMBER JAMES M. ORLOWSKY 21-1-=0503 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• Wells Fargo house mortgage 112,043.02 2 Comcast 178.28 3 Walsh's Lawn & Landscaping Services 27 Beagle Club Road Carlisle Pa 17013 86.92 4 Locast Creek Lawncare 307 Run Road Carlisle, PA 17013 125.00 5 Century Link telephone bill 60.28 6 North Middleton Authority waterlsewer 86.30 7 UGI gas service 82.00 8 T-Mobile cell phone 25.63 9 PP&L electric service 140.53 10 Pa Dept of Revenue personal income tax for tax year 2009 16.56 TOTAL (Also enter on Line 10, Recapitulation) I $ 112,844.52 If more space is needed, insert additional sheets of the same size. t "4 ~„~,. ~ r , Retum Mail Operations k ~. a „a~~,~ 04 :v. PO Box 14411 ~ v Des Moines, IA 50306-3411 w ~ , `w ^ ..~~ ~Il~~~III~~III..Illllf~~~ll~l~ll,I~I11.~1.111.11~1,1,11,11. 0275481 AT 0.357 T835f0275481007635110 02 ACNGHO 708 JAMES M ORLOWSKY 55 WEST VIEW CARLISLE PA 17013-8134 ...III...Ill~rr~r~ll,~Il~lr,I~~~~li~~ll~~l~rl~l~l~~l~l~~rl~ Summary Payment (Principal and/or Interest) Optional Product(s) Current Monthly Payment Overdue Payments Unpaid late Charge(s) Other Charges Property Address $631.70 55 WEST VIEW $0.00 CARLISLE PA 17013 $63'{.70 Unpaid Principal Balance $112,043.02 (Contad Customer Service for your payoff balance) $0.00 $0.00 Interest Rate 5.375% $0.00 Interest Paid Year-to-Date $2,517.93 TOTAL PAYMENT DUE 07/01/10 $631.70 Activity Since Your Last Statement Late Date Description Total Principal Interest Escrow Charge Other 04/09 PAYMENT $631.70 $12926 $502.44 yy - Please detach and n:~tum with your payment - Loan Number 0115047698 x~ ~ ~, Current Monthly Payment Due $631.70 ~ ~ ~~ ~- -~ ~ Total Payment Due 07/01/10 $631.70 After 07/16h 0 Add Late Fee $31.59 Total Amount Due After 07/16/10 $663.29 Check here and see reverse for address JAMES M ORLOWSKY correction. 7635/0275481007635 110 02 ACNGNO 708 ~t~l~~llllll~r~llrlll~l~ll~~lll~l~ll.I~lll~rl~l~lll~l~~l~ WELLS FARGO HOME MORTGAGE PO BOX 11701 NEWARK NJ 07101-4701 III~~~I~~~I„~llll~~~~r~ll~l~~ll~~~lll~~r~~~llll~~rrr~lll~~l~l ~," .~ Monthly Mortgage Statemlent Statement Date 04/09/10 -Loan Number : 0115047698 Customer ServilcF: Online gourvvellsfargomortgage.:com `Fax ~ Telephone (866) 27&1179 ($66) 234-8271 Correspondence Hours of Operation . PO Box 10335 Mon -Fri, 6 AM - 10 PM Des Moines IA 50306 Sat, 8 AM - 2-PM Payments RO`Box 11701 TTY Deaf/Hard of Hearing Newark NJ 07101 (800) 934-9958 Purchase or Refinance {800)443-3429 Important Messages MAKE LIFE EASIER Looking for a way to simplify your finances? Automate your mortgage payment with free Preferred Payment PIanSM options. We offer flexible withdrawal dates to fd your pay schedule. Review the details on the back of your statement, then call 866.386-8519. DO YOU HAVE EQUITY IN YOUR HOME? Now may be the time to make home improvements and repairs with financing from a Wells Fargo Home Equity account. Plus, as a valued customer, you may be eligible for a special discount, so call 866-848.7460 today! BEWARE OF FORECLOSURE RESCUE SCAMS Be sure you avoid anyone who asks for a fee for counseling o< a loan modification, or asks you to sign over the deed to your home, or to make your mortgage payments to tany~e other than W ells Fargo Home Mortgage. 0275481007635 iICNGFIO 7635 ETM10007 1 4 708 0115047698 5 10000063170006632900631?00000000 000000004:528568871 6 ComcQSt. Contact us: WWw.comcast.com JAMES QRLpWSKY <~ 717-243-4918 For service at: `~ 55 WESNIEW ~/ CARLISLE PA 17013..8134 ~c``b News fr a~ ~ om ComcaSt Thank you for your prompt payment For your convenience, we now accept regular and automatic morrthly credit card payments and direct debit. Hearing/Speech impaired CaI1711 ~-ccount dumber. f3iiiing Mete 09547 415949-01-0 Total Amc~urtt [:.3t~e 04/14/10 $178 28 P~ymer~i Clue by . 05/t?7110 Pa9e1of3 ~ ( ~ ' ~1-'tJ ~" ttr: ~~:f P~l~ I1 ~ - Previous Balance Payment - D41gg114 -thank you 148.59 New Charges - see helovv -140,58 Tc~ta~ Alrnount die 178.213 Payment Die by ~78.~8 Q~1~7l~I p ~~ } '~, ~ qtr ~ a ~ ~~~,,~ -,~~_.,~,~ ~' ? ` XFIdITY TV r.,~. . , „ , .~,.: , .~ ~. ' ; XFIMITY Internet ~ 191.32 ;t Pertial ~,.: M onth Cha rges & C I/~ }~~/ 4V,Y5 T ~ ~~gg redits y ~1l~rCilPEr V~i1V ~~~Vi ~~ ~C~~~ ~~~~~ 13,81 °~ vY acc ~~ i - ... ~/~Ur ._. ount. See the faJtowflr. a J A 9es for more details Taxes, Surcharges 8 Fees , Total New Chap-ges '10.2[} .~ $77 g.~2$ -- fr. ~~~ , y f E ~ f - ~~ ~r ~'~ i ,, f ~ ~ ~~ ~ ~ ~ ~~,~ '~ R~ ~ r ._. ti t~:r~ ~ ~~r~ 1~a"i {` t•~, ~' ~y~, '~~~l~~k Y ~ ~ ~N} { ' . ~ j s .~ .k ; ~ r~ ~~~i +~ F ~~. i '~~ ~ ~ ~j>~~ ~r ~ t~E~ •_ f E - t c ~ i . ~ ~ r,t ~ te 11~.~~ ~ ~ :ti~i:~~; r.:. )a e . 1 ~1~~ _S y. .,.. .113: L.. r ~r ~~ ~~ ~- • 1r Walsh's Lawn & Landscaping Service 27 Beagle Club Road ~~ Carlisle, PA 17013 249-7728 / 243-8814 ~ ~~I~~ Customer's /~,,~~--~~ order No. Date _..._ ~Q .~---• Name ~ Aci~iress Date Description Price Amount ~._.___ l~ ~>7~ ! 1 __ ~ .~ ~ f l ' ~l >>'' i All daims d returned gods MUST be accompanied by this bill. ,.~,~.~~ t~tece ivied gy T~T,A1., '~ Net; 10 Days - A finance charge of 1 1 /Z% per month will be charged on all accounts over 10 days, this is an annual percentage race of 18%. ~~USTOMER RETAINS WHITE COSY tNVoic~:. l ~ ~~ ~ (~ Invoice DATE: y- - ~~ - ~ D 0 Estimate COST MER: :7~ ~ ~ Locust Creek Lawncare 307 Run Road Carlisle, PA 1 ?'013 ___. (717) 226-8659 or (717} 243-0473 QUANTITY O~$CRtP1'1GN PEi1cE ....... AM4UN'~ r....-.. ~- ~ Cd.. _.w .......__._..,.....___...~. ~....~.~.......,._. ~~~~ ..__,.-..M._.,._..__ ................~....~.~.......,._.._ ....._._..,.r.~~_.. ---~--R--~, c'; , ~`~ { ,rat f ~r ~, ! ~ , ..._.,.~ t ~. / 1 1 Subtotal ay within 30 days to avoid finance charge ~<~~ Please p ~ ~i~ ~ercant for month added after 30 days. Tat~al ~, `,. I~ ~~ CenturyLink~ ~ ~~; i a~ Page 1 of 6 Monthly Statement Account Number Apri! 10, 20't0 717-243-7649-368 Retail Store in Your Area CARLISLE CenturyLink Services Total 202 Westminster Drive in The Carlisle Crossings Center Basic Home Phone wNoicemail -Page 3 243.5 Pay Online CENTURYLINK / Long Distance -Page 3 .com myaccount 15.00 Pay by Phone 1-877-813-7604 Taxes and Surcharges -Page 4 15.33 Customer Service 1-800-829-8009 Total Current-arhar ea ~ ~., ..,.. - - ~~~ - ..,;~:.- ~ ~ ~ ~ '~'' . < <~_ $80.28.. Repair Service Savings & Benefits ,,, ., 1-800-788-3600 You saved $17.55 this month.by combining CenturyLink services) See Savings and Benefits section for details. Internet Address CENTURYLIN K.com/residential Payment Opfions & Contact Info Current Charges At-A-Glance Previous Balance Payments 8c Adjustments 59.98 I -59.98 I s= -_ .r Balance Total Current Charges Tota! Amount Due .oo ~ so.2s $GQ.28 I .:. Current Charges Due Ely; 05/05/10 If received after May 10: $61,03 G ~ Plsase R ecycle t~gpTH MCDDt~ET~N AUTHaRITY 2401 GLEAl~WATEFi DR#VE GARLlSL~, PA 17Qt3.11QQ (7'17) 243.6269 I'i~i.~,r~,4I~. 41~ Itt~:~'tE.lt:~l: `~l3J;~.. Sarviae 16~ WEST UiEW L?R ~ ,__._. _... m.._~.. .. ..._.. _ ._ ~ Bi1CDato '~l1/2Qlfl ' W _ :_..__,,..._.......~.__..._... _ _.. ~,....~_.~_ I Accvut~t E~~m ~ To ~} t20a4~60 Q 02119/Z010 04l17l2t3i0 tMF'revio_usCurrent .U~',..~~Y~$~ '160f200~ 164000 40100 Actual _ Precious Balance 82.3+ Payments -91.4--- Adjustments 5.~1° Renalty 4.' Sevvet Service 5~.0~' Water Se~~ice 25.7a Pay Before 01~130!'t0 82.30 Pay After Rue t3ate 86.42 Office v~ill be clo6ed May 31, 2Q10 ~~~~~ ~ i 1~ ~~,~~i~~,~it ~~ Peat 8111 Information -UGI Utility CtlS(Oi11Bl' ~lt111;tb~l" .~. sR a r~~r.ae~ The account balance on your last bill was ................. $ 87.,00 8lflln Summa for Service to: Thank you for your payment of ... , .................: .~~ 22.(1785 7535 16 JAME~M GtRtt3W5~'Y Your balance as of 04/2B/2010 ~ ..... .......................... 55 Wl?Sl' Vw " ~, "~~ CARLISLE PA 1 TD13 ''. r Rate Clsas[ficatlon: Cu rent 8i'll information - UGl Utility Residential Heating Customer Charge.. ............... 8.55 Billing Period: Commodity Charge (44 CCF at $0.85409 37,58 ...... 03/24!2010 to 04/26/2010 (33 days) Distribution Charges (First 44 CCF at $0.44455) ..,. 19,56 Remote Device Read PA State Tax Surcharge ................................................... -0...19 Questions? Total Current Charges -UGI Utility ........_ ...................... Call 800-276-2722 or write to UGI at Budget (titling Amounf ... .......... ..,,.,,,,,,..,,,,,,,,,.,,,.,, 82.OQ b PO BOX 13009 UGl Utility charges owed this ill , ,,, ,,,,,,,,, Reading, PA 19612-3009 Total Amount Due, Please Pay by Due Date (05N9/2010) ..... ................................... "Your current UGI charges include State taxes totaling about S 2.1 i. Meter Information -Next Read Date May 25, 2010 6.00 Meter Number Prevloua Reading Preaent Reading CCF Uaed 5.40 4.80 4.20 3.60 3.00 2.40 1.80 1.20 0.60 0.00 Last This Average Year Year 1364267. 3053 (remote} 3097 (remote) 44 Messages from UGI 'Your current price to compare is $ 0.85410 /CCF. 'Your total annual usage is 118 CCF. Your average monthly usage is 59 CCF. 'Based on the amount of your usage to date and/or changes in energy costs, we have changed your Budget billing amount to $ 82 , Please calf if yrou have any questions. 'Your annual budget year began with July 2009. To date you have been billed $ 865.00 To date you have used $ 943.68 'Help prevent pipeline damage, accidents and service disruptions, Call B11 before you dig. 'Sign up to view and pay your future UGI bills online at www.ugi.com. $ 82.00 ......._..........._..._.. _ CCF/day i.93 1.33 If you pay at a payment agent please take your entire bill. Make check payable to UGl. Daily temperature 49°F 54°F Keep this part for your records. Important Information Is. on the back of this bill.. AMJ,)ASONDJFMA 2009 Montha 2010 4 .~ *ir Q~ ..:I~ ....~ ~~ ^ ~,~~s~ ~ i ~` lt~r Qr>~an# /nformafion Visit www.my.t-mobile.com to pay your bill online, check your balance 8~ minutes, get ,product support, and shop for the latest ringtones and wallpapers for your phone! ~r»nrrary Previous Balance $ _~~ 50.32 Pmt Recd -Thank You $ .(50.32) Total Past Due $ - (Due Immediately) Monthly Recurring Chgs $ 19.99 One Time Charges $ 0.32 C?ther Charges $ 1.21 Taxes & Surcharges $ 4.11 T_atel Current Charles $ 25.63 Current Charges Due By 5/i4/i0 Grand Tofal $ ~..~.~~. 25.63 Your Statement Page , of 4 Statement For: JAMES ORLOWSKII' Mobile Number: {240) 476-1724 Account Number: 223497045 AT 01 053074 897868236 A"3DGT JAMES ORLOWSKY 55 WEST VW CARLISLE PA 17013-8134 Illl~lnrilllllllllll~~l~illlllll~~llll~~~ll~l ll~lil I~II~~I~III~~ PPL Electric Utilities Electric Service For: JAMES M ORIAW SKY 55 WEST VW CARLISLE PA 17413 Questions aN~out this bill? Please contact us b Ma 21 at 1-500-345715 (1-S00-DIALrPPL) a or write to• Customer Service 827 Hausman Rd. Allentown, PA 18104-9392 www_pplelet;tric.com Electric iTse Thls grdph SNOWS your electnc use over the last 13 months. T pes of Meier Readings: Actual . Adjusted Estimated .}~.<. Customer ,, ',,, , ~~::"~:: ~ Page 1 ~ ~~, p ~ •,,-. ~ ~ . ~ ~~ 94096-18014 g M~ Summary Page Balance as of Apr 30, 2010 $0.00 Char es: Tota~PPL ELECTRIC UTILITIES Charges $:140.53 Total Charges $ :140.53 ,. .F.a . .. _. .. .. ~. .. • . a<~r~r • s._. a •r Account Balance $140.53 KWH -Average Pet Day Ate ~t) 32 ~4 i6 8 €) Meter heading Information Meter #232902.30 Apr 30 Actual 31538 Mar 31 Actual 30513 30 Days KWH: Billed 1025 Average -Apr 2009 Tem~p~e~ratwe 52F KWl-1 Pc~r Day 15 3P'arl~} iJtie: Total ' Use May 20!)k+ -11.Pr 2()t19 7176 Ma}= 2U09 - Al~r 2t)1 t) 744U ZO10 56F 34 Ar~erac~ Mout~~ l~2tl Other importaat information on back ~ M 7 7 A S 0 ITT D J F M A Iv1 2009 Months 2Q 1 Q COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280431 HARRISBURG PA 17128-0431 ~~ ~ (~ ~~~ ~~ JAMES M ORLOWSKY 55 WEST VIEW CARLISLE PA 17013-8134 PERSONAL INCOME TAX PREASSESSMENT NOTICE atv•~~rct er ~t- eo:•P.: DLN: 091210375848 DATE OF NOTICE: JUN 17 2010 SOCIAL SEC. NUM: 383-40-0536 ASSESSMENT ~~: NOT ASSESSED TAX YEAR: 2009 SIDE OF NOTICE) .00 TDTAL DUE NOW - (PLEASE PAY THIS AMOUNT USING THE ENCLOSED COUPON) PREASSESSMENT AMOUNT 635.56 BALANCE(S) DUE FOR YOUR ACCOUNT AS OF JUN 27 2010: -*-+ BALANCE INCLUDES ESTIMATED TAX UND ERPAYMENT PEN/CITY ~-~- OWED PAID BALANCE LTE/UNDER .00 .00 ,OO EST PNLTY 16.56 .00 16,5 6 LEGAL .00 .OD . .00 INTEREST .00 .00 .00 TAX/RFD 619.00 619.00 ,00 2009 BALANCE DUE 16...5.&_ ____ PLUS OTHER TAX YEAR(S) LIABILITIES (SE E REVERSE THE FIGURES SH041N BELOW REPRESENT AMOUNTS AS ORIGINALLY REPORTED ON YOUR 2009 TA); RETURN OR AS ADJUSTED BY THE DEPARTMENT. ORIGINAL OR ADJUSTED AMOUNTS lA. GROSS COMPENSATION .. ...................... 0 1B. SCHEDULE UE EXPENSES ........................ 0 1C. _~OMPENSATION.. .. ............. ~ 0 2. INTEREST fSCHEDULE A) . ..................... 5,998 3. DIVIDENDS (SCHEDULE B) ...................... 6,803 4. NET INCOME OR LOSS. ................ ~ ~ 0 5. TAXABLE SALE - GAIN OR LOSS ................. 7,366 5A. CAPITAL GAIN EXCLUSION.. ...... .............. 0 6. RENTS. ROYALTIES, PATENTS, COPYRIGHTS....... 0 7. ESTATES AND TRUSTS (SCHEDULE J) ............. 0 8. GAMBLING AND LOTTERY WINNINGS ............... 0 9. GROSS TAXABLE INCOME (ADD LINES 1C,2-5,6-8). 20,167 10. OTHER DEDUCTIONS(MEDICAL, HEALTH. TUITION).N 0 11. NET PA TAXABLE INCOME(LINE 9 MINUS LINE 10). 20,167 12. TAX LIABILITY (MULTIPLY L1NE 11 BY .03070).. 619 13. TAX WITHHELD (FROM W2'S). .............. 0 14. CREDIT FROM PREVIOUS TAX YEAR ............... 0 15616 ESTIMATED TAX & EXTENSION PAYMENTS.......... 0 17. TAX WITHHELD AS REPORTED ON NRK-1........... O lB. TOTAL CREDITS (ADD LINES 14-17) ............. 0 198. NUMBER OF DEPENDENTS. ..................... 0 21. TAX FORGIVENESS CREDIT.. ............... .. 0 22. RESIDENT CREDIT (SCHEDULE G) ................ 0 23. CREDITS (SCHEDULE OC) ....................... 0 24. TOTAL CREDITS (ADD LINES 13,18,21-23)...... 0 25. TAX DUE (LINE 12 MINUS 24) .................. 619 26. PENALTIES AND INTEREST.. ............. ~ 28. OVERPAYMENT (LINE 24 MINUS 12) .............. 29. REFUNDED. ....... ............................ 0 30. CREDITED 'TO NEXT YEARS ESTIMATED TAX........ 0 31-35 .TOTAL DONATIONS (LINES 31-35)............ 0 THE REASON(S) FOR THIS NOTICE ARE AS FOLLOWS: AN UNDERPAYMENT OF ESTIMATED TAX PENALTY HAS BEEN ADDED TO YOUR ACCOUNT. PENNSYLYAHIA LAW REQUIRES THAT ALL 'TAXPAYERS WHO EXPECT TO RECEIVE AT LEAST 38..000 OF FA TAXABLE INCOME, WHICH IS NOT SUBJECT TQ EMPLOYER WITHHOLOIlIG, FILE A DECLARATION OF PENNSYLVANIA E5T.IMATED TAX ANO MAK.E.INSTALLMENT PAYMENTS- DURING THE TAX YEAR.. THIS INFORMATION IS LISTED IN THE TAX INSTRUCTION BOOKLET, WHICH ACCOMPANIES THE TAX FORMS EACH YEAR. AN UNDERPAYMENT OF ESTIMATED TAX IS DETERMINED WHEW THE AMOUNT qF TAX PREPAID IS LESS THAN 90 PERCENT OF THE ACTUAL TAX SHOWN ON THE ANNUhL RETURN. IF TWE PREPAYMENT WAS HOT 9.0 PERCENT OF THE TAX SHOWN flN THE RETURN. YOU MUST PAY INTEREST FOR UNDERPAYMENT OF ESTIMATED TAXES. INTEREST TS FICUREO SEPARATELY fOR EACH INSTALLMENT DUE DATE. IF YOU FEEL THAT THIS PENALTY WAS~ADDED IN ERROR. PLEASE COMPLETE AND SUBMIT AN REV-1630. THE. REV-1630 I5 AVAILABLE ON REVENUE'S WEB SITE AT WWW.REVENUE.STATE,PA.US OR YOU CAN ORDER THE FORM FROt~t THE DEPARTMENT"S 24-HOUR AUTOMATED FORMS ORDERING MESSAGE SERVICE BY CALLING 1-800-362-2050. ANY UNPAID BALANCES WILL REDUCE OR ELIMINATE ANY FUTURE REFUND. TO APPLY YOUR PAYMENT PROPERLY, PLEASE USE THE ENCLOSED PAYMENT COUPON (REV-364C). IF YOU DO NOT REPLY WITHIN 30 DAYS FROM THE DATE OF THIS NOTICE OR PAY THE AMOUNT DUE, YOU WILL BE ASSESSED. YOU WILL THEM HAVE THE RIGHT TO APPEAL TO THE DEPARTMENT. IF YOUR CASE HAS BEEN PLACED WITH A COLLECTION AGENCY YOU MAY BE SUBJECT TO ADDITIONAL FEES FOR COLLECTION COSTS. UNDER ACT 40 OF 2005. ADDITIONAL COLLECTION COSTS, INCLUDING BUT NOT LIMITED TO FEES OF UP TO THIRTY-NINE (39%) OF THE AMOUNT DUE. AND ATTORNEY FEES INCURRED IN SECURING PAYMENT, MAY BE IMPOSED ON ANY LIABILITY NOT PAID PRIOR TO REFERRAL TO A COLLECTION AGENCY OR CONTRACT COUNSEL. 16.56 SEE REVERSE SIDE FOR MORE INFORMATION REV-1513 EX+ (01-10) ~~ ; pennsylvania SCHEDULE ~ DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: JAMES M. ORLOWSKY 21.10-0503 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 [Include outright spousal distributions and transfers under Sec. 9116 (a) (1,2),J 1. Shaine Capone 8201 Sandpoint Boulevard Orlando, FL 32819-7252 Daughter 50% 2. ~ Jaime Lee 1124 keokuk terrace NE Leesburg, VA 20176-6665 Daughter ~ 50% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, 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. I $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF JAMES M. ORLOWSKY N ~s '_:~~: " ..,-1 ~, ~ JL~ ~ I~ ^ _ ; = ~~ ~ ~ ;Tl ~ ~ s ~ _ ~ y j._ ~ 3 _ ~ , t t ~'7 ~ ~ ~' °~i _ _~ N -• ~ I, JA]KES M. ORLOWSKY, domiciled in and resident of Mont- gomery Cour-ty, Maryland, do make, publish and declare this to be my Last Will and Testament, hereby revoking all former Wills and Codicils by me heretofore made. ARTICLE I: It is my will and direction that my Personal r f1c~ {~ ~f ~../ 'AN GRACK. AXELSON & WILLIAMOWSKY ATTORNEYS AT LAW SUITE 404 t IO N. WASHINGTON ST. ROGKVILLE. MD. 20850 (30 I ) 424-0880 2000 L STREET. N. W. SUITE 6i2 /ASHINGTON, D.C. 20035 ',Representative, hereinafter named, pay or cause to be paid .and satisfied, all the expenses of my last illness, funeral, and burial in such amounts as she may deem to be proper, as soon after my death as may be practicable. My said Personal Representative is authori~:ed, empowered, and directed to incur such bills and expenses for my funeral and burial as in her dliscretion are proper, without regard to any limitations imposed by law or rule of Court in force at my legal domicile at the time of my death. I specifically request that my remains be interred i.n Utica Ceme- tery, Cass Street, Utica, Michigan. I further direct my Personal Representative to pay all of my legal debts which are unsecured and that all secured obligations, 'encumbrances, liens, and mortgages shall pass with the property as ,hereinafter devised and bequeathed and that my estate shall not be liable for the payment of such secured debts. My Personal Repre- I~ sentative may turnover any real property, without selling the I' same, to ar-y beneficiary herein and may allow any ',beneficiary tc remain in said real property, without paying any rent during the administration of the estate, without penalty. ARTICLE II: All inheritance, estate, and succession taxes (including interest and penalties thereon but not including and 1 generation skipping taxi payable by reason of my death shall be laid out of and be charged generally against the principal of my :esiduary estate, without reimbursement from any person. This provision is not a waiver of any right which my Personal Repre- Tentative has to claim reimbursement for any such taxes which be- ~ome payable on account of any property over which I have a power ~f appoint:ment . ARTICLE III: I give and bequeath all furniture that was used by my children in their respective rooms to them ii~unediately upon my death. All of the remaining household property and any per- sonal property shall be divided equally among my children at the discretion of my trustee, at the time of the sale of the home, whether such sale be made out of the Trust or out of the Estate, as hereinafter provided. In making the division of property, my Trustee in his/her sole and absolute discretion shall distribute such property and the proceeds of any of it he chooses to sell,' between my children, taking into consideration the value of each item and the preferences of my children, and this distribution shall not be subject to~ question whether or not my children receive shares of equal value. ARTICLE IV: I devise and bequeath all of my residuary es- tate, being all property, of whatsoever nature and wheresoever situated, that I may own or to which I may in any way be entitled 'at the time of my death not otherwise effectively disposed of, but not including any property over which I may have a power of ap- pointment, to the Trustee, hereinafter named, who shall hold said property for the benefit of my children, JAIME NORMAN ORLOWSKY, and SHRINE NORMAN ORLOWSKY, equally; provided however, that if they are not then alive but leave issue who survive them, the 2 trust shall be for the benefit of the then living descendants, collectively, of my children, JAIME NORMAN ORLOW'SKY and SHRINE NORMAN ORLOWSKY, per stirpes. (a) 'The combined Trust for both of my children shall be held as one trust until the earlier of such time when my youngest child has graduated from a four year institution of higher learning or until she reaches the age of twenty-three (23) years old, during hick time the Trustee shall use far the benefit of my children so uch of th.e income of the trust as the Trustee determines to be uired, in addition to their other income from a1:L sources known the Trustee, for their medical and dental needs, and education, dding any excess income to principal at the discretion of the rustee. (b) At the time earlier of ,the youngest of my children grad- ating from a four year institution of higher learning or her Ching the age of twenty-three (23) years old, thE~ Trustee shall split the corpus into two (2) equal Trusts, one for the benefit of ach of my children, JAIME NORMAN ORLOWSKY and SHRINE NORMAN OR- OWSKY, per stirpes. (c) Each separate Trust for a child shall be held and dis- sed as follows: (i) Until the earlier of such time when my youngest ~,~- child has graduated from a four year institution of hi her learn- g ~ ing or until she reaches the age of twenty-three (23) years old, the Trustee shall use for the benefit of my children so much of e income of the trust as the Trustee determines to be required, in addition to their other income from all sources known to thel stee, fo:r their medical and dental needs, and education, adding any excess :Lncome to principal at the discretion of the Trustee. 3 (ii). Whenever the Trustee determines that the income of any of the beneficiaries hereunder from all sources known to the Trustee is not sufficent for his or her medical and dental needs, and education, and that of her immediate family, the Trus- tee may pay to her, or use for her benefit, so much of the prin- cipal of tier trust as the Trustee determines to be required for those purposes. (iii} As each child reaches the age of thirty (30) years, the Trustee shall distribute outright to her the balance Hof the corpus of her trust to her, and such child's trust shall (terminate. (iv) In the establishment of the resicuary trust, or t ~ ~ 1. `N Ci~``~ on the conunencement of the trust for such children, as to any property incapable of exact division, it shall no-t be necessary for my Trustee to divide the same physically into parts to which each trust shall be entitled, but undivided parts thereof may be deemed and shall be duly evidenced by appropriate book entries to have been allocated to each of the trusts. In any case where exact division of property or allocation of undivided interests therein between the trust for such children is no1t practical or expedient, my Trustee in his absolute discretion may select assets to be appropriated in whole to any of said trusts. (b) In the event of the death of one of my children who leaves no issue surviving her, that deceased child's trust shall' be added to the surviving child's trust. The Trustee shall im- mediately distribute each trust to each beneficiary on the twenty- first anniversary of the death of my children, JAIME NORMAN ORLOW- SKY and SHA:INE NORMAN ORLOWSKY, respecti•+rely. 2. In the event all of the persons named as residuary bene- ficiaries of the trusts created hereunder shall predecease me, then I give, devise, and bequeath all the rest, z:esidue and re- mainder of my estate to my heirs at law had I died intestate, domiciled :in the State of Maryland. ~ ARTICLE V 1. Notwithstanding anything herein to the contrary, they trusts undi~r this instrument shall terminate on thE: day preceding i the twenty•-first anniversary of the death of the last survivor of my descendants living on the date of my death. At. that time the Trustee shall distribute each remaining portion of t:he trust prop-I erty to the then current beneficiary or beneficiaries of the in- I, come thereof and, if there is more than one beneficiary, in the proportion; in which they are beneficiaries. 2. Neither the corpus of any trust created hereby, nor the ~ ~~ 71 income resulting therefrom while in the hands of my Trustee, shall be subject to any conveyance, transfer, or assignment, or bed pledged as security to any claim or any creditor of any such bene- ficiary through legal process or otherwise; any such attempted sale, anticipated assignment, or pledge of any of the funds or property hE~ld in such trust, or the income therefrom, by such beneficiaries or any of them shall be null and void, and shall not be recognized by my Trustee. It is the intention to place the absolute title to the property held in trust and the income there- from in my Trustee with power and authority to pay out the same only as authorized hereby. i 3. The Trustee either may expend directly any income or principal which it is authorized in this instrument to use for the benefit of any person. After the beneficiary has reached the age of eighteen (18) years of age, the Trustee may expend income or 5 ~, 'z' f t` .~~ principal directly to the beneficiary for any permitted purpose. The receipt by any such person shall be a complete discharge to the Trustee who shall not be responsible for the application of such payment; except as provided above. 4. If any income or principal become distributable to a minor, the Trustee in his absolute discretion shall retain such income or principal for such minor during minority. In case of such retention, the Trust may apply such income or principal to the medical and/or dental needs, and education of such minor. In holding thE~se funds for any minor, the Trustee shall have all the ,powers and discretions conferred upon him under thi:~ instrument. 5. The Trustee shall not be required to obtain authority or approval of any court in the exercise of any power permitted under this instrument. 6. No person dealing with the Trustee shall be obligated to inquire into the Trustee's power or authority or intro the validity of any act of the Trustee, or be liable for the application of any money paid to the Trustee in the management of trust, funds. 7. Any trust created hereunder which has the aggregate prin- cipal value of Ten Thousand Dollars ($10,000.00} or less may, but need not be, terminated in the discretion of the Trustee. In such event, the Trustee shall distribute the assets thereof in his pos- session to the then current beneficiary or beneficiaries of the income and, if more than one beneficiary is so entitled, in the proportions in which they are beneficiaries. 8. The validity and effect of this instrument and the dis- positions pursuant to this instrument shall be determined under the law of the State of Maryland. ARTICI~Ia VI: In addition to any powers given by law or other- 6 ,~~ ~~ ~J wise, and not by way of limitation of any such powers, the Trustee] is authorized and empowered, at any time, in his absolute discre- tion: 1. To hold and retain all or any property rE~ceived from my estate or any other source, without regard to any law or rule of court concerning diversification, risk, or non-productivity. To permit any person having an interest in the income of a Trust created herein to occupy any real property forming part of the principal of such trust until the earlier of the time when such person ha:~ graduated from a four year institution of higher learning o:r until he reaches the age of twenty-three (23) years old, without paying rent therefor, and upon such other terms and conditions as he may determined to be just and equitable; 2. To invest and reinvest (or leave temporarily uninvested} any funds :in any property, real or personal, of any kind or na - ture, including, without limitation, stocks (whether common, pre- ferred, or otherwise), bonds (secured or unsecured), obligations, mortgages, other securities, and interests in any of the foregoing without regard to any law or rule of Court prescribing or re- stricting investments for fiduciaries; 3. To make any loan, either secured or unsecured, in such amounts, upon such terms, at such rate of interest:, and to such persons, firms, or corporations, as deemed advisable, provided) that no loans may be made to any beneficiaries or guardians of beneficiaries hereunder; 4. To sell, exchange, partition, or otherwise dispose of any property, real or personal, at public or private sale, for such persons and upon such terms, including options and sales on credit, with or without security; 7 5. To mortgage any real property in such amount and on such terms as deemed advisable; to lease any such property for such term or terms, upon such conditions and rentals, and in such man- ner, as deemed advisable, irrespective of whether the term of any lease shall exceed the period permitted by law or the probable period of any trust created hereby, and to renew or modify any such leases; and to make repairs, replacements, and improvements, structural or otherwise, of any such property, and. to charge the expense thereof in an equitable manner to principal. or income, as deemed proper; 6. To borrow money for any purposes in connection with the administration of any trust created hereby; to execute promissory notes or other obligations for amounts so borrowed; and to secure the payment of any amounts so borrowed by mortgagE~ or pledge of any real or personal property; 7. To renew or extend the time of payment of any obliga- ~~~ tion, secui:ed or unsecured, payable to or by any trust created hereby, for as long a period or periods of time and on such terms as deemed advisable; and to adjust, settle, compromise and arbi- trate claims or demands-upon such terms as deemed advisable; ~ 8. In. respect of any stock or other securities forming part of any trust created hereby, to vote upon any proposition or elec- tion at any meeting and to grant proxies, discretionary or other- wise, to vote at any such meeting; to join in or become a party to any reorganization, readjustment, merger, voting trust, consoli- dation, or exchange, and to deposit any such securities with any committee, depository, trustee, or otherwise, and to charge the same to principal or income as deemed proper; to exercise conver-I sion, subscription or other rights, or to sell or abandon such 8 rights, ar~d to receive and hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, cor,-solidation, exchange, or exercise of conversion, sub- scription, or other rights; and generally, to takE~ all action in respect to any such securities as could be done by an absolute er; 9. Whenever required or permitted, to dividE~ or distribute any property, and to make such division or distribution in kind or in money, or in part kind and in part money and wii~hout regard to the income tax basis of any such property; 10. ~o appropriate extraordinary stock and liquidating divi- Idends between income and principal in such manner as shall fairly !stake into account the relative interests of the beneficiaries; and to determine what constitutes such dividends; 11. In connection with making investments, to determine whether to amortize premiums in whole or in part; 12. ~'o hold and administer the trusts created. hereby in one or more consolidated funds, in whole or in part, in which the separate trusts shall have undivided interests; 13. To engage attorneys, accountants, agents, custodians, -~ ,, clerks, investment counsel, and such other persons as deemed ad- visable, tc- make such payments therefor as deemed reasonable, and to charge the expense thereof to income or principal as equitably determined, and to delegate to such persons any discretion deemed) proper; 14. Z'o exercise all power and authority, including any dis- cretion, conferred in this instrument with respect to all accumu- ~lations of income under this instrument and with respect to all property held under a power in trust; and 9 ~~ 15. To exercise all power and authority, including any dis- cretion, conferred in this instrument after the termination of anyl trust created herein and until the same is fully distributed. ARTICI~E VII: 1. T:he Trustee shall not be required to give any bond for the performance of his duties. 2. The Trustee may resign at any time by giving written no- Lice, specifying the effective date of the resignation, to the beneficiaries of the current income, at the time of giving notice. If any trustee at any time resigns or is unable or refuses to act, iany corporation authorized under the laws of the United States or of an State to administer trusts ma be a ointed as trustee b Y Y PP Y an instrument delivered to it and signed by the beneficiaries of at least t`~o-thirds (2/3) of the current income, at the time of appointment. Any successor trustee, with the written approval of the person or persons appointing such successor trustee, shall ac- cept without examination or review the accounts rendered and the property delivered by or for a predecessor trustee, without incur- ring any liability or responsibility for so doing. j 3. All successor trustees shall have the same title, powers, ~~duties and discretion of the trustee succeeded, without the neces- '~ s ity of any conveyance or transfer . 4. No trustee shall be required to obtain the order or ap- ~proval of any court in the exercise of any power or discretion Ifhereunder . 5. Any trustee shall be entitled to reasonable compensation ~~for services in administering and distributing the estate or trust ~~property, aild to reimbursement for expense . ,ARTICLE VIII: I hereby nominate, constitute and appoint my 10 i sister, CAROLE SALES, of Sterling Heights, Michigan, as Personal Representative of this, my Last Will and Testament., In the event that my sister, CAROLE SALES, shall predecease me or be unable or unwilling to serve as Personal Representative, then I nominate, constitute,, and appoint my brother, THOMAS JAME;i ORLOWSKY, of Troy, Michigan, as successor Personal Representative under this, my Last Will and Testament. In the event that neither of them ',shall be able or willing to serve, I hereby nominat:e, constitute, Band appoint: my sister, NANCY BYERS, of Sterling Heights, Michigan, as my successor Personal Representative under this, my Last Will and Testament. I specifically direct that no bond or other secur- ity be required of my Personal Representative while acting in such capacity in. any State, the District of Columbia or foreign country in which administration of my estate or trust estate: may be neces- sary. I give to my Personal Representative full power and discre- G+~`) i,tion in the control and management of my estate, with the right and power to sell and exchange all or any portion thereof, real or personal which he may deem necessary or advisable for payment of my debts ~~r the advantageous settlement or proi~ection of my estate, at public or private sale, and no purchaser from my Per- sonal Representative shall be under any obligation to see to the' application of the purchase money or other consideration. I fur-I they authorize and empower my Personal Representat.~.ve to operate for continuE: the operation of any undertaking or business with which I may be associated or connected at the time of my death. I confer upon my Personal Representative full power and authority to compromise, settle, and adjust any and all clairns against my estate as well as any claims which I may have had against others. 11 ~~ ~c~^? `~' All of they foregoing powers and authority may be exercised by my Personal F:epresentative without the necessity of obtaining the approval o:E any legatee, devisee or beneficiary. ARTICLE IX: I hereby nominate, constitute, and appoint my sister, CAROLE SALES, of Sterling Heights, Michigan, as my Trustee under the trusts created under this instrument. In the event that my sister, CAROLS SALES, shall be unable or unwilling to serve as Trustee, ox once having become Trustee be unable or unwilling to continue as Trustee, I hereby nominate, constitute, and appoint my brother, T~.IOMAS JAMES ORLOWSKY, of Troy, Michigan, t:o be successor or substitute Trustee. In the event that my brother, THOMAS JAMES I~~~ORLOWSKY, shall be unable or unwilling to serve as Trustee, or lonce having become Trustee be unable or unwilling 'to continue as Trustee, I hereby nominate, constitute, and appoint my sister, NANCY BYERS, of Sterling Heights, Michigan, to be successor or'~ substitute Trustee. I specifically direct that no bond or other security be required of my Trustee or successor Trustee while acting in any capacity in any State or the District of Columbia in which he or she may be required to act. ARTICLE X: In the event that any of my childx-en shall not, at the time of my death, have attained the age of eighteen (18) years, then to the extent I may do so, I nominate, constitute, and appoint my .sister, CAROLS SALES, of Sterling Heights, Michigan, as Guardian of the person and property of each such child during minority. I acknowledge the existence of their mother, but feel that she is unfit to be their guardian and urge the Court to fol- low my instructions herein as I have full custody. In the event. that my sister, CAROLS SALES, shall be unable or unwilling to serve, then I nominate, constitute, and appoint my brother, THOMAS 12 TAMES ORLOWSKY, of Troy, Michigan, as substitute Guardian of my ninor children. In the event that my brother, THOMAS JAMES ORLOW- SKY, shall be unable or unwilling to serve, then I nominate, con- stitute, and appoint my sister, NANCY BYERS, of Sterling Heights, Kichigan, as substitute Guardian of my minor children. I direct that no Guardian nominated and approved by me shall be required to furnish any bond or other security for the faithful performance of such Guardian's duties, notwithstanding any provision of law to .~~ ~- she contrary. ARTICLE XI: My Personal Representative shall have the power ~o exercisE: any election he may have as to whether to claim any ~xpense of administration of my estate as a deduction for any 3eath tax or any income tax in such manner as he believes will minimize tYie total tax burden on my estate, irrespective of the effect any such decision would have upon the value of any trust, and without: any adjustments as between income and principal ac- counts of my estate resulting from deduction for income tax pur- poses of a principal charge therefrom. My Personal Representative shall incur no liability to any beneficiary by reason of making or failing to :make any such election. .ARTICLE XII: The use of any gender herein shall be deemed to be or include the other gender and the use of the singular herein shall be deemed to be or include the plural (and vice versa) erever appropriate. IN WITNESS WHEREOF, I have subscribed and sealE:d and do pub- lish and declare this instrument as and for my Last Will and Tes- tament, in 'the presence of the witnesses attesting the same ~t m /~'~ request on this ~ day of -' ~, 19~, in 13 ntgomery County, Maryland. S M. ORLOWSKY THE ABOVE INSTRUMENT, consisting of fourteen typewritten pages, including the page on which we, the undersigned, have subscribed our names as witnesses, was the datE~ thereof SUB- SCRIBED, SEALED, PUBLISHED, and DECLARED by JAMES M. ORLOWSKY, the aforesaid Testator, as and for his Last Will and Testament, in the presence of us and each of us, who, at his request., in his pres- ence, and in the presence of each other, having hereunto sub- Iscribed our names as witnesses thereto (the final clause of the 'Will having been read aloud to us by the aforesaid Testator im-~ Imediately after he had signed the Will) and this clause having been thereupon read aloud in his and our presence and hearing, this !~ .day of ~Llrlkc~~~ , 198'. ~~F ~ • ~-~..' e ~. ~~/ C.- : r ~~~ ~t ~ Z. ~.. , ~~. Residing at ~ Y 1 ~~ ~-~=h,' ~ (~~~ ~,~ ~~ ~`,-, c,s Residing at ~`:~ ~ ,f,~,,~-r,~.t ,~. ~~-~_-,~- 1 ~"" Residing at ~~~~l~~~ ~~/~'S~~/~,~/~. 14