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HomeMy WebLinkAbout10-18-10.--~ REV-1500 EX (01-10) ~ 1 50561 0 1 43 ~~ OFFICIAL USE ONLY PA Department of Revenue pennsy vania County Code Yea~~ File Number Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 80X.280601 INHERITANCE TAX RETURN 2 1 10 0 0 5 2 1 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 166 20 8510 05 11 2010 02 02 1926 Decedent's Last Name Suffix Decedent's First Name MI WILLIAMSON JUNE M (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name 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) ^ ~ Decedent Maintained a Living Trust (Attach Copy of Trust) ^ 1 p Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 3_ Remainder Return (date of death prior to 12-13-82) ^ 5. Federal Estate Tax Return Required 1 8. Total Number cif Safe Deposit Boxes ^ 11. Election to tax under Sec. 9113(A) (Attach Sch. OJ MI CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number DEBRA K WALLET 717 737 1300 First line of address 24 NORTH 32ND STREET Second tine of address City or Post Office State ZIP Code CAMP HILL PA 17011 REGISTER Ot_,V1ftI~S USE ABLY ' 1-r ~ , ~ ~ :;;. ~--- _ ~ -,I _~ , _ _ _ ,. ,. _ __ __ , ,, .. -,- t _, . .... _ ...i ....,. DACE FILED r~ ~, ~_ Correspondent's a-mail address: w a l l e t d e b r~ a o I. C o m -•-~, _~ ,:4 _, -~ 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 has any knowledge. SIGNA~,IRE OF PERSON RESQD.eISIBLE FOR FILING RETURN DATE -.) ~~ Laura R. Zuvich L. 4 . t.-- L1' Z..-~ ~` ,.° ~ ~--t- ~=--x.6'1 l ~ f `.~ ~. ~ j C~ ADDRESS 1~ 308 Glendale Drive, Sfiiremanstown, PA 17011 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE tr.Q~,~„~{C. i.J~~wa- Debra K Wallet emu, ~, Zara ADDRESS 24 North 32nd Street, Camp Hill, PA 17011 Side 1 1505610143 1505610143 '~~'~ 1 1505610243 ~J REV-1500 EX Decedents Name: W I L L I A M S O N, JUNE M Decedent's Social Security Number 166 20 8510 RECAPITULATION 1. Real Estate (Schedule A) .................................. ........................................................ 1. 1.8 2, 2 0 0. 0 0 2. Stocks and Bonds (Schedule B) ............................................................................... 2. 1 , 3 51 , 5 3 3 . 4 4 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D) .......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 6 , 8 2 3 0 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ............. 7. 2 1 0, 6 0 5. 9 8 8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 1 , 7 51 , 16 2 . 4 8 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 3 3, 7 9 4 3 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 6 , 3 1 8 3 0 11. Total Deductions (total Lines 9 8~ 10) ...................................................................... 11. 4 0 , 1 12.6 7 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 1 , 7 1 1 , 0 4 9.81 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 , 7 :L 1 , 0 4 9 8 1 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at linealrateX .045 1, 309, 777.98 1s. 58, 940 . O1 17. Amount of Line 14 taxable at sibling rate X ,12 17. 18. Amount of Line 14 taxable at collateral rate x .15 4 01 , 2 71.8 3 18. 6 0 , 19 0 . 7 7 19. Tax Due ..................................................................................................................... 19. 11.9 , 13 0 . 7 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 1505610243 1505610243 REV-1500 EX Page 3 File Number 21 - 1 0 - 00521 Decedent's Complete Address: DE EDENT'S NAME Williamson, June M STREET ADDRESS 311 Glendale Drive CITY i-- - I STATE ~--- ~ Z1P -,~---- -- Shiremanstown PA i 17011 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19} 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 110,000.00 5,789.47 4, If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. Total Credits (A + B) Make Check Payable to: REGISTER OF WILLS, AGENT. (1) 119,130.78 (2> 115,789.47 (3> 0.00 (4) (5) 3 , 3 41.31 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? .............................................................. (~ ~~ u 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................................................... (~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... ~~ i 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...............................................................................................................e...... ~~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE Il' 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent f i i d th i 1 Th t t t t f t t t t t f 9116 1 i t d di l f S er o a surv v ng spouse rom ax, an e s a remen . e s ute oes no exempt a rans u ory requ (a) ( ) ( i)]. a [72 P. . § assets and filing a tax refurn are still applicable even if the surviving spouse is the only beneficiary. or s sc osure o 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)J. • 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. §911 E~ ta) (1.3)1. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether y blood or adoption. . ' SCHEDULE A ~ REAL ESTATE COMMONWEALTH OF PENNSYLVANIA ~ INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Williamson, June M 21 - 10 - 00.521 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 wilting seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which 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. Include a copy of the deed showing decedent's interest if owned as tenant in common. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 311 Glendale Drive, Shiremanstown, PA (based upon 2010 Cumberland County assessment - 182,200.00 see attached) TOTAL (Also enter on Line 1, Recapitulation) ~ 182,200.00 I SCHEDULE B COMMONWEALTH OFPENNSYWANIq , STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Williamson, June M (FILE NUMBER 21 - 10 - 00521 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER -- -- DESCRIPTION I-- -------- UNIT VALUE ---- VALUE AT DATE OF DEATH 1 Vanguard Windsor Fund Investor 12.39 50,197.76 Acct. #0022-88017706403 2 Vanguard I-T Investment -Grade Inv 9.87 97,987.29 Acct. #0071-88017706403 3 ~ Vanguard Wellington Fund Admiral 50.75 133,475.34 ~ Acct. #0521-88017706403 4 Vanguard Income Fund Inv I 20.90 47,343.27 Acct. #0027-88017706403 5 Vanguard REIT Index Fund Inv 17.47 27,476.62 Acct. #0123-88017706403 6 Vanguard 500 Index Fund Inv. 10E3.65 26,061.63 Acct. #0040-88017706403 7 Vanguard GNMA Fund Admiral Shares 10.81 230,459.13 Acct. #0536-88017706403 8 Vanguard Equity Income Fund Inv 18.92 45,293.16 Acct. #0065-88017706403 9 Morgan Stanley Smith Barney Legg Mason Western Asset 13.08 100,925.80 10 Morgan Stanley Smith Barney LMP Strategic Income 6.24 22,359.67 11 Morgan Stanley Smith Barney Legg Mason Western Asset 5.80 25,357.83 12 Morgan Stanley Smith Barney Comcast Corp CL A 18.12 16,887.84 TOTAL (Also enter on line 2, Recapitulation) 1,351,533.44 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Williamson, June M i 21 - 10 - 00521 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 13 14 15 16 17 1~ 1~ 2C 21 2~ 2~ SCHEDULE B STOCKS & BONDS continued DESCRIPTION Morgan Stanley Smith Barney Hershey Company Morgan Stanley Smith Barney JP Morgan Chase & Co Morgan Stanley Smith Barney Metro Bancorp Inc Morgan Stanley Smith Barney Morgan Stanley Morgan Stanley Smith Barney OGE Energy Corp Morgan Stanley Smith Barney Pepco Holdings Inc Morgan Stanley Smith Barney PPL Corp Morgan Stanley Smith Barney AT&T Inc Morgan Stanley Smith Barney Vodafone Group PLC Spons Morgan Stanley Smith Barney Verizon Communications ~ Morgan Stanley Smith Barney Cash Account 47.74 41.85 12.91 28.59 38.88 1 h.90 25.67 2;5.57 20.54 28.45 DEATH 67,783.70 13,684.95 92,477.23 4,459.26 58,312.50 15, 839.98 68, 898.28 102,300.00 16,640.07 53,087.70 34,224.43 Page 2 of Schedule B ~+~WEC1llLE E ~A~H, SANK G1E~'~~IT~, ~c MI~~. Rt)MMtINWW\11FI t)F F+I~NNMYI V/\NIA pER~~NAL l~~~I'ERTY INEIFRITANt~F TAX RETURN RG]IDCNT 6Ct]tvDCNT ,..~...~...,.~~.~._.._~ _...._........._..~.._,_ .~.. ~ BILE ~. ~. ~ ~UM~E ..._.......__. ESTATE ~F VVIIII~II'l~on, ,~llll~ M 2~ - ~1Q - QQ,;7~1 Include tha pproceeds of Iltlgatlan anc! tl~e cfats trig prcce~cls were rl~+;elvatl t7y thy: r:est,~tc:. AIr prQp~rty jointly-Qwn~d with the right of ~urvlv~lrehlp must tie dtscln~ed on gche~lul~ F. ITEM N~1MF~f'R 1 2 3 4 5 s 7 g 10 1 'I 1~ GE~%Ftll"~TItJN Personal property liven to granddaughter, Catharine Keidel, in schedule attached tc Will - b~s~d u~c~n attached appraisal Personal property given to son, l~obert ~. Wllli~mscn, In ~cl~edul~ att~ct7~d to Will -based upon attached appraisal P~r3~r1~1 ~r'~~~a~ty givran to granddaughter's husband, Christian I~eidel, in Sfihedufe attached to Wil! - based upan attached apprals~l ~ Miscellaneous personal property not specifically bequeathed CNA -premium refund dash In pass~sslcr~ cf D~~r~dent $t~t~ Ert7plcyees' Retirement Sys#em Vanguard I-"f Investrt~et7t - ~r~d~ Inv accrued dividend Vanguard FNMA Fund Admiral ~t7ar~s ~c~,tued dividend Vanguard Fund Investor ~haras accrued dividr~r~d Verizon refund The Hartford ~ homeowners' refund TOTAL (Also enter on Llne S, F~ecapltulatlon) VALUE AT DATE C7F DEATH ~,~f30.0~ 3~. QQ 8~. Q~ ~ , ~~~. QD 1,~~5.0~ ~~~.~~ '127.t37 ~14~.~U ~~4.t3~ ~~.~t~ ~ !Dg. 5~ 100.~~ £,$~~.~~ ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~ i SCHEDULE G ENTER-VIVOS TRANSFERS & i , MISC. NON-PROBATE PROPERTY j _ ___ ,_____ ~ FILE NUMBER ESTATE OF Williamson, June M ~ 21 - 1 I) - 00521 This schedule must be completed and filed if the answer to any of question s 1 through 4 on page 2 --T is yes. --- ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent and the date of transfer. Attach a copy of the deed for real estate. DATE OF DEATH I VALUE OF ASSET °!o OF DECD'S INTEREST EXCLUSION f (IF APPLICAE3LE) f TAXABLE VALUE ~ 1 c rd LX transferred to randdau hter 2009 Honda Ac o g g 17,745.00 100% i 3,000.00 14,745.00 within 1 year of date of death (based on Kelly Blue ! '~ Book value) (Transfer date: 2/1 /10) 2 Metro Bank -Acct. #7000170582 (CD made joint with 40,625.41 100% I ~ 40,625.41 granddaughter 7/30109) ~ 3 Metro Bank -Acct. #7000170581 (CD made joint with 20,219.01 100% 20,219.01 granddaughter 2/2/10} 4 Metro Bank -Acct. #512001306 (checking account 11,079.71 100% 11,079.71 made joint with granddaughter 2/2/10) I 5 9!1!09 transfer to granddaughter from Smith Barney 10,000.00 100°l0 ~ 3,000.C)0 7,000.00 account #724-15735-13-410 I 6 9/1!09 transfer to granddaughter from Smith Barney 25,000.00 j 100% 25,000.00 account #724-70206-18-410 I ~ 7 6/20/09 transfer to granddaughter from Commerce 13,000.00 100°l0 ~ 13,000.00 (now Metro) Bank acct. #512001306 ~ 8 6/20/09 transfer to Larry Zuvich from Commerce (now 13,000.00 100% 3,000.00 10,000.00 Metro) Bank acct. #512001306 9 7/30/09 transfer to Christian Keidel from Commerce 13,000.00 100% ~ 3,000.00 10,000.00 (now Metro) Bank acct. #512001306 ' i 10 Vanguard GNMA Fund Investor Shares -IRA 12,322.69 100% ~ 12,322.69 Acct. #0036-09949654372 ~ 11 v -IRA Vanguard Wellington Fund In 46,614.16 I 100% i 46,614.16 i Acct. #0021-09949654372 j ! ~ ~ I __ I ----~--- .------ TOTAL (Also enter on line 7, Recapitulation) 210,605.98 i ~ SCHEDULE H j ' FUNERAL. EXIPENSES & COMMONWEALTH OF PENNSYLVANIA p~~ ~~+~A INHERITANCE TAX RETURN /"N..JIYI'NiJ 1 1~1~E ~~ li RESIDENT DECEDENT _- FILE NUMBER ESTATE OF Williamson, June M ~~ 21 - 1 t) - 00521 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER FUNERAL EXPENSES: _ ~_ A. 1 Malpezzi Funeral Home 2 Kathryn Wiley -funeral luncheon 3 Gate of Heaven Cemetery -memorial death date B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Laura R. Zuvich Street Address 308 Glendale Drive 2 3 city Shiremanstown state PA zip 17011 Year(s) Commission paid 2010 Attorney's Fees Debra K. Wallet, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ~ 4 5. 6. 7. 1 Street Address City State Zip i Relationship of Claimant to Decedent i Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cleaning of home AMOUNT 1,213.57 110.39 125.00 15,000.00 15, 000.00 1,025.50 75.00 TOTAL (Also enter on line 9, Recapitulation) 33,794.37 Schedule H ,- Funeral E~~ & COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN ,o~in~ COBS Cglbnued RESIDENT DECEDENT ESTATE OF Williamson, June M 2 Chuck Bricker, Auctioneer -appraisal of personal property 3 Larry Zuvich -lawn and shrub maintenance 4 The Hartford -Homeowners' insurance 5 Verizon 6 The Patriot News (advertisement of grant of letters) 7 Cumberland Law Journal (advertisement of grant of letters) 8 Postage, photocopies, etc. FILE NUMBER 21 - 10 - 00521 170.00 306.25 164.88 70.34 208.44 75.00 250.00 Page 2 of :Schedule H ~ SCHEDULEI ` DEBTS OF DECEDENT, MORTGAGE COM NOHERTANCETAXRETURNANIA ~ LIABILITIES, & LIENS RESIDENT DECEDENT ,, FILE NUMBER ESTATE OF Williamson, June M 21 - 10 - 00521 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Verizon pension overpayment 1,031.73 2 ~ Caregivers ~ 1,926.25 3 ~ Bank of America -credit card ~ 345.38 4 ~ PP & L ~ 373.00 5 Comcast Cable 35.89 6 Pennsylvania American Water 39.43 7 Larry Zuvich -lawn maintenance 320.00 8 Green Seasons Lawn Service 43.94 9 F.M. Berkheimer -air conditioner service 90.00 10 Reimbursement to Glenn Williamson Estate for 1/2 mortgage payment received from Robert 2,112.68 Williamson (full amount shown on inheritance tax return of Glenn Williamson, DOD 3I7I2009) TOTAL (Also enter on Line '10, Recapitulation) , I 6,318.30 REV-1513 EX+ (11-08) pSCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES E INHERITANCE TAX R TURN RESIDENT DECEDENT i i _ ESTATE OF ~ FfLE NUMBER Williamson, June M ~ 21 - '10 - 00521 ~ RELATIONSHIP TO SHARE OF ESTATE , AMO NU T OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) ~ DECEDENT (Words) i ($$$) RECEIVING PROPERTY , _Do Not List Trustees} ~ !_ - `_ _~_ _ _ I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1 Robert G. Williamson Son Personal property + ~ 206 N. Edgmont Street 20% of residuary ~ Media, PA 19063 ;Estate j 2 Catharine Anna Keidel 633 Browns Trace Jerico, VT 05465 3 Phyllis Williamson 206 N. Edgmont Street Media, PA 19063 Granddaughter Granddaughter Personal property + 55% of residuary Estate 10% of residuary Estate Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate. III NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET" ~.0~ REV-1513 EX+ (9-00) SCHEDULE J ' COMMONWEALTH OF PENNSYLVANIA ~ BENEFICIARIES continued i INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Williamson, June M 'FILE NUMBER 21 - 'I 0 - 00521 NUMBER ~ NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO ~ DECEDENT Do Not List Trustees} SHARE OF ESTATE (Words) _^ AMOUNT OF ESTATE ~ ($$$) I TAXABLE DISTRIBUTIONS [include outright spousal di i i d t f rans ers str but ons, an under Sec. 9116 (a) (1.2)] I 4 Lawrence A. Zuvich Friend 311 Glendale Dr., 311 Glendale Drive Shiremanstown, i Shiremanstown, PA 17011 personal property, ~ 15% of residu<~ry ~ Estate 5 Christian Keidel Other .dark painted 633 Browns Trace washstand Jerico, VT 05465 i j i ~ I I I I I I - ~ Page 2 of Schedule J L A~ T W~ L L AND T E~ T A M E N T ~gJl~~ ~][. WI~,]LI~MSOI~T I, JUNE M. WILLIAMSON , of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills grid Codicils that I have made, including the Will dated February 20, 2008. FIRST: I give, devise, and bequeath to those persons who shall survive me by thirty (30) days: ~~ A. Those individuals whose names are set forth in the Schedule attached to this, my Last Will and Testament, the respective legacies described on the said Schedule. I have signed this Schedule in the margin for purposes of identification. Should any of these individuals fail ~,J~' to survive me by thirty (30} days or should said person for any reason be unable, or• otherwise -~ re~ase, to accept the gift, then that gift shall become a part of my residuary estate. B. Because he enabled my Husband and me to stay in our home for more than 15 years with his maintenance help and being on call to respond to our needs both day and night, I give and devise my real property at 311 Glendale Drive, Shiremanstown, Pennsylvania, to my friend, LAWRENCE A. ZUVICH, of Shiremanstown, Pennsylvania. I also give to him any personal property located at my residence not specifically listed elsewhere in this W:ili. SECOND: I give, devise, and bequeath all the rest, residue, and remauider of my estate, of whatever nature and wherever situate, as follows A. Twenty (20 %) percent to my son, ROBERT G. WILLIAMS~ON, of Media, Pennsylvania; B. Fifty-five (55 %) percent to my granddaughter, CATHERINE ANNA KEIDEL, of Charlotte, Vermont; C. Ten (10%) percent to my granddaughter, PH~I,LIS WILLIAMSON, of Media, Pennsylvania; D. Fifteen (15 %) percent to my friend, LAWRENCE A. ZUVICH. THIRD: Should any of my beneficiaries not have attained the age of thirty (30) years at the time of my death, I direct that my Estate as given to such beneficiary be given to my Trustee, hereinafter named, in trust for the following uses and purposes and upon the following terms A. The net income of the Trust shall be paid to and be applied for my beneficiary's care, maintenance, education, or support at such times as my Trustee shall determine in his absolute discretion. Should the income from this Trust be insufficient to provide adequate ~.,~''~ `~~~~, maintenance, education, or support, my Trustee, i_n his sole discretion, may invade the principal for this purpose. Fifty percent (50 %) of the principal shall be distributed to the beneficiary on the day after the beneficiary's twenty-fifth (25th) birthday. B. I specifically direct that my Trustee shall not be required to segregate the shares held in Trust in some separate accounts prior to the termination of any Trust created hereunder. 2 C. If the beneficiary of these trusts is the beneficiary of any life insurance policies, any pension plans, or other contracts, the proceeds of such policy, plan, or contract may be added to such trust at the sole discretion of my Trustee. D. This Trust shall terminate, and the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination to m~y beneficiary when my beneficiary has attained the age of thirty (30) years. If my beneficiary dies prior to attaining the age of thirty (30) years, then the Trust shall terminate upon my beneficiary's death and shall be distributed to the issue of this beneficiary, in equal shares, per stirpes. Should my beneficiary die without issue, then the Trustee shall pay the accumulated and undistributed principal and income then remaining in his hands at termination in accordance with Paragraph SECOND, as if no trust had been created. FOURTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to G~^~~ pledge, assignment, conve ance, or antici ation. Y p FIFTH: All inheritance, estate, and succession taxes (including interes?~ and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate, without apportionment or right of reimbursement from any person. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of the non-probate assets such as an annuity or mutual funds are directed to be paid to a beneficiary or beneficiaries, so that the taxf;s referred 3 to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non.-probate assets), my Executor, in the Executor's sole and absolute judgment and discretion, shall have the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. {„~ SIXTH: In addition to all rights and powers conferred.by law, I authorize and empower my Executrix and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: _~ A. To retain any of the investments composing the principal of this trust in ~~ elivered to the Trustee whether or not the same be ~ the form in which the same shall have been d in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting ~, '~'-~~-.~ hereunder. B . To invest in all forms of property (including, but not by way Hof limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confined to investments prescribed by statute. C. To buy investments at a premium or discount. D. To hold property unregistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. 4 G. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. H. To lend to, and buy from, my estate. To borrow and to pledge real and personal property as security therefor. J. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. I~. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. ~~ L. To exercise any option permitted by law which they believe to be c ~` advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid ~~ '~. from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. 5 M. When permitted under the Internal Revenue laws of the United States, or of any state, to join with my spouse in filing a joint income tax return without requiring my spouse to indemnify my estate against liability for the tax attributable to my spouse's income, and to consent to any gifts made by my spouse during my lifetime being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. N. To distribute in cash or in kind or partly in each. O. To employ agents, legal counsel, brokers, and assistants, anti to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Will or any Trust. The owers ranted hereunder shall be exercisable with respect to all real and personal P g property, including, but not limited to, income and principal held for minors or disabled ~`~ beneficiaries at any time held by the Trustee and shall continue in fiill force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be ~~~` exercisable without leave of court. However, nothing herein shall be interpreted or construed ~._.1 to encourage, authorize, empower, or permit the Trustee or Executrix to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. SEVENTH : I nominate, constitute, and appoint the following persons A. My friend, LAURA R. ZUVICH, of Shiremanstown, Pennsylvania, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my friend to act for whatever reason in this capacity, then I 6 nominate, constitute, and appoint my granddaughter, CATHERINE ANNA KEIDEL, as Executrix of this, my Last Will and Testament. B. My friend, LAURA R. ZUVICH, as Trustee of any Trusts described herein. In the event of the renunciation, death, resignation, or inability of my frif:nd to act for whatever reason in this capacity, then I nominate, constitute, and appoint my granddaughter, CATHERINE ANNA KEIDEL, to act as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of her duties in any jurisdiction insofar as I am able by law to relieve her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~a,t day of ~c cr,~b ~r , 2009, on this, the seventh of seven typewritten pages. I have also signed the left-hand margin of the first six of these pages and the attached Schedule for purposes of identification only . .. ~ . ~ ~~~ /yI7NE M. WILLIAlVISON i~ 7 SIGNED, PUBLISHED, and DECLARED by the Testatrix, JUNE M. WILLIAMSON, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our nanles as witnesses . l.Q~ Ic . ~r,1au•~.r- _ ~.Sb A ~ ~ ~ ,~ ,~ a..S D~ ~ JG W~t~M,a;c.sb 0.rg ~ ~A ~.~~~`~ ~" t I y u r ~ _S ~'. ~. a~i J~T' 8 AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and --1 ~-~ ~ fLy ~ . ~ ~~ ~~. ,the witnesses whose names are signed to the attached instrument, being duly qualified according to law;, depose and say that we were present and saw the Testatrix, JUNE M. WILLIAMSON, sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. i~e~~ ~~. tn,,Z,,tt.,„r- Sworn or affirmed to and subscribed to before me by f~~..~~--~~ ~ , ~,~.,~~, i (,~~ ~' and .1 ~~~~; '~ , ~,~'~~; ~~. ,witnesses, this ~'~'" day of ~r~ ~~_ , 2009. Notary Publi d COMMONWEALTH OF PENNSYLVANIA Notarial Seal Mary M. Loper, Notary Pubtic Camp HiN t;oro, Cumbeiiand Country My Commission E~ires Od 2T, 2011 Member, Pennsylvania Association of Notaries 9 ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JUNE M. WILLIAMSON, Testatrix, whose name is signed to the attache°d instrument, having been duly qualif ed according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. I ~ ` ~~-~.~ NE M. WILLIAMSON Sworn or affirmed to and subscribed before me by JUNE M. WILLIAMSON, the Testatrix, this ~'~`~ 2009. ~____ Notary Publi COMMONWEALTH OF PENNSYLVANIA Notarial Seal Mary M. Loper, Notary Public Camp Hid Eoro, Cumberland County My Commis$ior- E~ires Od 27, 2011 Member, Pennsylvania Assodation of Notaries day of ~~Qc~.~.~.b~r- 10 ~CHED~JLE O~ ~]~EcC~IAL .B1Ec~~J1E~T~ ~'® LAST WALL AND T]E~TAMENT ®]F ~~JNE M. dV~LL~AM~®N a. Any automobile I may own at the time of my death, all of my personal jewelry, living . room mirror, oak plant stand, cut glass vase, picture of Glenn Williamson's mother and father, two end tables, coffee table, two chests with brass handles, mauve chair and couch, plaid couch in family room, two arm chairs, vanity, mirror in office, great ~ grandmother's oblong dish with gold trim, desk chair, yellow ceramic lamp, blue ' ceramic lamp, L.L. Bean telephone stand, television, telephone stand, cross stitch ` electric clock, family room and bedroom end tables, gold night stand, blue night stand, framed picture of Glenn Williamson, Sevilla blue ceramic bowls, coffee table in family room, hanging fruit lamp, June's play dishes, dining room table and chairs, china closet, all dishes in dining room, brass lamps, Pennsylvania House chest, chest made by Glenn Williamson's uncle, blue chairs and round table in basement, gold chairs in basement, pictures, and vacuum to my granddaughter, CATHERINE ANNA KEIDEL, of Charlotte, Vermont. g~ b. Glenn Williamson's wood desk in office, fax machine, all diplomas and pictures on the office wall, bedroom suite in guest room, hand made television stand, toaster oven, and Williamsbur aintin s to m son, ROBERT G. WILLIAMSON, of Media, gP g Y ``'~- Pennsylvania. `c. Dark painted washstand to my granddaughter's husband, CHRISTIAN KEIDEL, of Charlotte, Vermont. 11 0~~~~~(.~0®~~ (1) Cash: Report total only. (2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Si:ocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. (3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) (5) Bank •and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. (6)~ Jewelry, Coins, Stamps, Manuscripts; etc: List and describe as fully as possible. (7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. • (8) All other contents. • ITEM • NO. ~ ITEM DESCRIPTION ~J~d ~'p L.D-E' C ~:-r~OfG haaaG Wf~,rS ~•~'~" Id ~ 11 4~ /L l L~~ /~ .Sca~J .~'o~G ~~r~ k G ~=irsr rGd~r~-l ~~/~.,~ Lo~~I ~ . ~ ~.w.a E k s ~ o-o„~ ~ ~-ot C ~rti~as ,',~ ~cGh:,~ ~ ~~o a~F ~k.~I,,~~,J C ~ ~'G - ~4 D O+,J~-aGIS l~dr~,la~GG .l'~1 /G•~'ar u.rJ VG~2. ~+ tt c. qc'i' caw o~ i~ ~k~ W~ i~~~w~sa•~ ~ L~~,>ga ,2, ~~r~h - ~ r a l,Ji - ~ 1 ! o 2 C,a ~ ~S O~ ~tJ [a ~ L+ ~, l,Ji t 1 wJ bt I 1 W-tt-~ ,~ ` ~ 611 ~ C ~i 'Gt fft ~~ r~G. '~'~A ~ !~ ~ ! G r ~ ~.~z d~ C t e aJ,~1 csn~ ~ ~'h (~~ 1 f ~ r+~S a ~1 ~So [.~' ~.t •,S~ C~,r~ a ~ rro t ~ ~~ !~1 ~ ~ 1 ~ ar• ( dw !,'r,~,~,c. Go ' t ro ( ~1 $ ~ ~{~ t A'Y+tS e ~1 ~1G+w{str5y~,: ~~ ~ V M~+JG ~ ( TO t' ~#'hvd~Sf ~ iSG ~ t~ t ~cl Ce,~ h ~, tam r ~ r ~~ ~ o~ ~ v ~ W ~ t l ~ an~J ~ .J ot,~,~,.d. ~ (~S(Z ~- ~ Gt G,I ~G C~-d o~ ~'k a -M, I~, -r t! ~ r++~s o ~ Vl ~L~ cs ' h'GS ~Jt ~ ~ L . (itJ1~1 i MS w ~i0.c I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX I ~ ENTQRY: SIGNATURE SIGNATURE PRINT NAME PRINT NAME ND CHE K PROPRIATE BOX BELOW: PRINT TITLE {-•f-Q ~~ [iL~ ~ ~ ~,~,~~{Z,~•L _ / DATE S~ Jam. ~I ~~ ~ (~ ~""'~ CHECK APPROPRIATE BOX: ~ Executor(trix) ~ Administrator(trix) p / ~ Estate Representative ~ Joint owner of safe deppsit box f 1 :•~ ~ . ~i ~ ! ~ fig ~f~vvt`~"v~~ v NOTE: Attach additional 8'/z" x 11" sheet(s) if necessary or use duplicates of this page of form. ~, ~~~ ~~~~ Cumberland County Board of Assessment Appeals Old Courthouse, First Floor One Courthouse Square Carlisle, PA 17013 48000056-2A-37050 I,,, 111,,, 111,,,,,, 11,,, (I, I1,,, I, I,,,,1 I, I„I,,, I I,,, I l„I, I I 4728 WILLIAMSON, GLENN S & JUNE M T13 Pi 311 Parcel Identifier: 48-24-0795-017. GLENDP.LE DRIVE -- SHIREMANSTOWN, PA 17011-6514 Deadline for Scheduling are Informal Review Ap'pointmerit: June 14, 2010 For details, please see the reverse side. ® ® ~ ® • The Cumberland County Board of Assessment Appeals is providing you with .notice of the value on this property, determined as a result of the Cumberland County countywide reassessment completed this year. The countywide reassessment values each property at current Fair Market Value, as of January 1, 2010, equalizincl and establishing a uniform tax base so that properties of like characteristics and the same actual Fair Market Value will bE: taxed the same. ~,.;" VAL'UE NOTIFICATION MAILING DATE: May 3, 2010 Munic.: 48 - LOWER ALLEN SHIREMANS School: 6 -"MECHANICSBURG SD' Location: 311 GLENDALE DRIVE SHIREMAN MANOR LAND LOT 2 0 -N Taxable Property Unit/Lot ID: L-0020N Land Size: .24 acres Property Type: R Residential (Under 10 Acres) Homestead Approved ;;'. ESTIMATED TAX IMPACT '-'~ ,-.. Z -a iK r - ~ s.' a ->,E;c=~~s` =:~ ,~ --~ ~.~iY.., X24, a,:-o~ s~~~THIS~ ISYNOT~A TA7C~tBILL~`~~~'~ FORMAL APPEAL DEADLINE: _ June 14, 2010 2010 Base Year Assessed Value Old Assessed Value Fair Market Value (2010 Market x 100%) (2004 Market) Land 55, 000 55, 000 29, 910 Buildings 127, 200 127, 200 131, 700 TOTAL 182,200.. 182,200 161,610 2010 Clean and Green Values Land NOT ~ NOT NOT Buildings APPLICABLE APPLICABLE APPLICABLE TOTAL ;Clean andGreen values,_apply to qualified, farm .and forest land and become effective ' _~only :upon application and: appro. val -Clean .and .Green applicatsons must be received: ' , : ~~by '.he A~~~ssment Offices a~ 'I~ter than '4:30 pm , c~ ~O~to6er 1F,~~010~~~ The~~'~ , ~~ ~ ,L previously approved fog Clean and Green; do not_,need to re. apply, t i I . ! ;. ; ~~ r•. } The ESTIMATED impact statement printed below is our best estimate of change, based on 2010 CC>UNTY tax figures. THIS ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT. Current 2010 County mills = 2.579 Adjusted 2010 County mills = 2.074 $ 417 2010 COUNTY Tax BEFORE Reassessment. $ 378 2010 COUNTY Tax AFTER Reassessment. (see reverse side) JUN 2 1 ZOlO j • '-'~ Page > 1 of 1 \ ~: - June M. Williamson i 'e ~ ;o ~~ J jai :0. ~- '~ T u3, 311 Glendale Dr Flagship Services: 800-345-1344 Camp Hill, PA 17011-6514 Lisa Skramstad extension 17610 Total report value: $658,671.68 (Total report value includes any accrued dividends.) "i fi'''t==^•• '~ l ~ ~° a r rs ...... ...... _:. .. . ,,.. :: ....._ ..:,.. .. :~,.ti r~ . ,:~. _....:_~. CVam.e .:... _:.:. .:::.,. a::r:::Fund•.:8~:A~cou t~._.. _ :_; -.:' _ . ~.~~~.~;.::;:;_.. ,: ~ _~~',~ ::.r..::s..:.. -,.~.: ..,:: ~~..:• i• •r::~ ::~- .. _:. :: ... ... ........... ~. ... •. •.__..r.. ., t.~:..wt't:,r..•.,.;.ay....c„r_e•7i__.. ~.?~':.- ~.~:_ .: ,:7 :.:. :. •:_~'~7.. - .:7fic: ir`-.. .t.._. _...___~ ...°~ - :. .: -: _ .:. .,r _... . • : •-:: ::-::.~:::.. ~ ,,,;..... _.~ : . 'G....,., . Nu .. ~ la=nc :-'~.:3'<'EUtc ~-. r • ,i~ .. t._, ~~cs~ : J..er. •~:_:::" ' ~;...r ~_.: - ..... . _,.. ... :,.. _...__:. , - r......... _. rn .e...r.... --- Q erred.. ,,.." - ,..::E _,... _ _;i . - _ s<.v...' ~_... ......_. ._...... i . ___.. ,....:.. _. _...:... e~...: ~a ue. _ _:. :..,:~. _,.. .... ... _, .I i,.,:....._,..... .. ._ .._ ..,.,.....i _ ::~ ::..,,4:,i.-.. .:r„_. .aT. - ~, rd`e•nds~'= Windsor Fund Investor 0022-8801770 03 01/29/2007 4,051.474 $12.39 $.50,197.76 - .._. ..... _ ..: _, .: 1::...T..lhvesttnent-Grade: nv.. ~ ~• ~ - .... ... ... :.,. ,...,_ : :._.:.:: ~.Q7:~.~,8$0~:~-!~0. 06:'i.01a29/ ~ 007:, .. ..,... . 2......",.....: .+J,g27 7.90 .-: ~°'• °~~:;87 97`~87~29_ z_;!~ ., ...::.. .:~., ..., :_:.: ..,~.._.. , .. ,.._. _,_ >::. „_ - - - - - X42 80 :. ,:::. ::.. .. ~:::.~, .. ....r . ,i .. Wellington Fund Admiral 0521-8801770 03 04/21/2009 2,630.056 $50.75 $133,475.34. - .. ~ :. ~•. '~-:R.i: ....., ... :~.:i:rp':.z 1 sl . ,Into e : ~~`~' ....... _.. .. _..__.:. _. .. ... _$ .6.. 7. 6 0 .. ._ ..., ...._... T.. -.. , „ ' _ :,: is ~• - 6~.228:_~•1-:$2Q,9._: z~:. ~7 ~~'327':.:,:-:::ry_:~..:: .._..+.. _.nrsir. ;.:-r.:r•._a3 _•~!vr..:~C:EL~..._~. i:.<•F, •'•,o-•: ..._~'..::: E ' ' .. _. .. ... ._. .. _:._ ::•~-.-.:. wt:-: _:~ .. .... ..,.~i:e.::i'+i~~;~::.._ias:..r..~.:..:..~..::.'~:~i!.:,.::_.::...:.-:.~_._.,u•ti-: .vu,.:-:c::;~: t!t~~:_.':; :-: REIT Index Fund Inv 0123-88017706 03 01!24/2007 1,572.789 $17.47 $27,476.62 - _s ..: ~_:..r: ~:_ :::_. .:... __::.: r:-.. _ - - : ~ ~ ~ :: n. p E's - ~.. -" "'• ' I i .. I ice- .' ,' i' :° i' ' : ;y_ F n '. 4.:... i~. _ - ._ .h_ .. X.t U ....... ?!. :.:..:-- ::.:::~:~:,..,,,.__.:._.._~_:_iG~. 40.._880.T.7. T0.6 :.. _ ... _-' , .::..,,~ :, ~ . ;! . _ ,: !,. ..__ .. . _ ..:, _:: , :....... . .. ...__ . _.._ _...___ _.... _Q ............:.. .........03..0:1/ ' 4/:2 . ~.. ~~~~ ~.~;: _ v ~ ._.. _.._ , ::-.,:.... ._ ...._ .:..:~ .~ 06;6x:: =:.,: 2 ,._......,~. r~._.. _-r...._r _.... , . r r _ s _ 1.: ..r.. _..~.. .. r :la,..a... ...._a~::7.:5"4.~..Y+r' _.._ :..: _r. .. YJ. 43. ..~ ... _, ~- ' '- . r, .:. ... ._,. ... , _. ,:t ., ..:_.. - - _ _ ..: ..~ _. _a....., .__. ,_, r ..._.,_x:o-Gy. _. ^ra4_,.: •{..7~..., t _.;s.?:~:.. ii'-1^' ~- ..: .. ~. n'. R.. .i' GNMA Fund Admiral Shares 0536-88017706 03 04/21/2009 21,319.068 $10.81 $2~i0,459.13 $234.68 .•.._,.:ri ... ... ..:.v'•Y .Fr r-'i.a;::tr.::......:x;-;:~r :_r.~:-rc":..E:-:J~t: !:r. t••r1 ~•: :•,L:!.•.tr:<. a: `u:.--a~M:r :iri:Y: -":-h ad-~Yi. -. ;p..t.,.. :::c:: .....4r:='::-_`.cE• .:...."t .t ._... _..... a... ... .__.. ... ._.- e......7 ...._. r..7._ ..... :...3 .'.__-. m....._.:L__. ,"1' 11.... :I.i1 .~Y'."_'_~-:.T i7 ', ••'rle'-r.ry ...:...... _ . m .t .- .. r... __. .., .... ..:... ......... .. _.._....t.... __ _..r ~ „_ ..._ :-'-: ;i':}°':n_r",...,}' ..::(i:ia f'dY•f~':+;: zi:::x;.ur,.r;~r; ^.: ••,'u.:.:q_:: :,•.s.: .: x~.,..1•:•:~_...~~s .a ~- .:.: .~ ::: ~ ~. r::+ .•_.: _~, .. .~~._.... ,. s.. ...._..:..:•. !.. ~ ... .. .: :.. .~:.: ,.~ n ~ieyy..e_::. i4u .'rta ~i7'~." l._..v :- - Cp\. :.._ _ _t.:c.~.>:~..i.::.:: ~.::~,s~'v:r .: .... .:: , ..:, ..: r:q. Fi .: !:a.":tq,r.}m' .Cs : - ~ _ ~ :•• : ' ~ ~ :::: •.. I"._.. ...d . .. ~i::ta+e' ~ -.t r ;. f . ..::.:: .:... :.E .ui ....nc .rne::Fund.,:1~-w:r...:..:,~:,.:,.:_ .__--w.r:~.;::....,.0.66...u,: • 8 .1-~7 ... ~:...:: ~ .. .~ = :; ~_. ~.._~..:_, :w ..:,,.-:.:,,,: _ , -~,'r~'~...- - ....1......_R... ._ ._~_ $ ... 0.... 0.6 03. 0~ L2$.2007 ...... _......2 ~~ ~ :3-g ; • ~'~•'~=,~ r -, ' :.. ,:'.:, - - _:.:G::_aY.....__...._ .__.r.,,,:_,:::~__..,_-,;..:.r....,. _._,,,_... _.,_r..,... LL ._.____ - _. .., _._1._.. ..i.. 9 30_. .1:.9L - - - ,. ...6, 4 X93:>.6~;.;;:.~ .. .._ . _ ....... .......__._' -...._. .. .v.._........ a__....... .... a. . _r r ... .. .....,. .:.._ ..:: is •,.Pi... ~ =~ _•~ :a i''., ' E ~ _.rt_-.. _ _ Totals $658,294.20 $377.48 * Doesn't include accrued dividends. 1908234175 OE3/15/2010 08:57:12 _...:~ '.;, - ;r' June M. Williamson 311 Glendale Dr Camp Hill, PA 17011-6514 Flagship Services: 800-345-1344 Lisa Skramstad extension 17610 JUN 2 1 ZO10 Page > 1 of 1 Total report value: $58,948.95 (Total report value includes any accrued dividencls.) _ :t ~..-Name:_._ ~'~ F:und;"&:Aocou'~ fi.:_~'}:::_: ~ate:~::`.~ ..,~:...:. k~rice:.F~er . ~. ' . •Ac~raed: . a ~ .~ ., ' ~ '~: Number ~pen'ed Shares. ~ `1 share Vahae~' 4 1. Dividends . GNMA Fund Investor Shares 0036-09949654872 04/21/2009 1,139.934 $10.81 $1:?,322.69 $12.10 . .:. ~•~:~ ,002:1:':: 9:949.6.54 2, :0.9/04/2001: - -1.5$.6::5.9.5... 29x38 ~~~: ~Wellir;Ygton~,Fund:lnv ~ _ ~~:; _ ~ Totals $58,936.85 $12.10 n't include accrued dividen 1839181075 06/15/2010 08:57:31 r O N I ~ CJ L y ~ ~ ~ ~ U., O fn c m -" E a~i c ~ m 'o x c c ~o u. ty y 3 0 N v ~ m 0 0 N " U a ~ ~ ~ u- ~ o w R o ~ c y w W y c .. ~ o ~ ~ ~ ~~ ~ o o N Y ~ a~ ~9 y W N ~' i ~ m m ~ c ~ c C0 ~ a a~ U ~ C d ~ 7 Rf > °~ y 'i ,~ a n d ~ Q' Q 11 C ~ ~ ~+ ~ ~ .CI c~ a` G N O U ll N ~ ~ " 3 a`. o J ~ + L '~ d ~ u i Q O J G SO f9 E ~ O ~ = ~ y 7 y t^O ~ 7 ^ ~ V n ai ~ r~ v ~ - C o ro c 7 M N ~ `~ y .~ ~ ~ ~ ~ 6~9 ~ ~ U N o] tip ~ ~ ~ M C~~J N ~ N N M l~I~I~ V O N ~ O ~~- M O ~ r (L ~ EA E9 tR ~ V O N T O sv a` ~~ C O V S C O Q U y d Q N a _U 0 .n O N ~ O ~~~~ 'd' a0 'd M O N O '~t CD (+') CV 'd' ~ CO 1~ N f~ ~ c7 N I~ M r! ~ w w ~ ~ ~ ~ ~ Z ~owg Q w Z W m U ~ Z O W O O F- ~~~Q W ~ W Q ~.~~U ~~~ cII ~ _ ~ ~ ~ c ~ '~ o C ~ j O ~ v~ C .V .a.. y ~ O .~ O. ._ ~ ~ y C tU ~ (~ ~-+ ~ D. 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Q O ~7 C ~ ~ ~ N _ (~ ~ ~ 07 .Ll r.. ~ CU C U a T] .~ E ~ I ~ '~ 3 c° ~ .n U td . E ai `o .~ '° c~ ~ w ~ .~ ~ .> ~ O O a a~i ~ ,,.., a °~ o .~ ~ C r - O ~ •O .~ .L] O to a~~i coo ~ U cv y- ~ ~ •- o N N ~ CA O p ~ - °' E ~ ~ " ~ C O. ~ ~ O C ~ ° o -~ Q1 ~ N ~ ~ >, ~: ~ c `- N O 3 ~- m a ~ .C 07 O S ~ ~ ~O ~_ ~ E >, x a~ E p ~ .n ~ ~ cn o ~ ~ ~ a ~ N C N 'a - C L ~ ~ C ~ fY0 U C .O d ~ (!~ ~ a~ .~. c O 'O C t0 U `n c ~ .o ~ ~ ~ v ~ ham- ~ o, AUG 1 1 2010 JUN ~ ~~ 200 '~ETRO BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 June 3, 2010 Debra K Wallett Esq 24 N 32"d St Camp Nlll PA 17011 RE; Estate of:June M. Williamson Tax tdentification Number: 166-20-8510 Date of Death: May 11, 203.0 To Whom It May Concern: This letter is in reference to decedent account information you requested for the individual listed above. We are able to provide the following: Account Type: Checking Account Number: 512001306 Date Opened: 06/06/1985 Primary Owner: June M. Williamson Secondary Owner: Catherine W. Keidel Date of Death Balance: $11079.71 Account Type: T1me 0epostt Account Number: 7000170581 Date Opened: 07/30/2009 Date Closed: 05/17/2010 Primary Owner: Catherine W. Keidel Secondary Owner: June M. Williamson Principal Balance: $20208.24 Accrued Interest: $10.77 Date of Death Balance: $20219.01 AUG l l 2010 1ETR0 BANK 3801 Paxton Street Harrisburg • PA • 17111 mymetrobank.com 888.937.0004 Account Type: Tirne Deposit Account Number: 7000170582 date Opened: 07/30/2009 Date Closed: 05/17/2010 Primary Owner: Catherine W. Keidel Secondary Owner: June M. W1111amson Principal Balance: $40594.57 Accrued Interest: $30.84 Date of Death Balance: $40b25.41 Please feel free to contact me at ~717j 412-6127 if 1 may be of further assistance. Sincerely, ...~ Diana Reynolds Metro bank Research Associate/Deposit Services ~~~~I~~1L JUN 2 2 201 Personal Property of ~ j ~ ~J ~ ~~ ~ l,~.f i~ ~ ~.,~/'7 ~~ i%~ ~~T,~-T"~ ~ i J G= ~ ~,~c.~-~~ ~t~, ~~~IRE~'~v~~vs i V C-v rU f~~, /7 t1 1 ~ Appraised by Chucbc E. Ericker AU094-L - Date ~ -- /~ --,~ v ITEM VALUE ITEM VALUE ~~r~so,u ~ ,~~~.~ ~ z~-y ~~~,~~ ~f~~ l0-~~ 1 C ~ 2 ~ L NI ,d ~. ~s ~ ~ i'C ~ L. d d ~ ~ ~ ~ ~f ~ ~ ~ ~ G. G t ~ L+~' /~. ~ C'Gt'E ~S 1 S ~L' !'c r~n G~: L~ ~ I ~''1 L~ ~ T~P % /~ ~ L L~ ~ G ~ ~ L S ~~ c.~/~~~~- Iz 1 ~j z~: c~ ~r ~ R t ~ i~ ~ E z ~iZ. ;~ ~ ~~ ~~~lcf ~j ~l`- ,~ ci-~, ~ I~ /~'LS~C3~ ~ ~' (,~ c~12'~`TZ~t{ G~Lc~ ~ ~~ ~ c (.~~ ~ /-~. t` CL i iC.J ~=~. ~' t3: (; ~~ ~ L~`"1,.J L /~ ~ C ~l IV c~~ ~~G r l~l~,~tr~ C1~~~~L ~(~© ! 1~~~/L. ~~.f~l=d'I~.~ ~li'r~f Cl~~ ~Y 7~. 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