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HomeMy WebLinkAbout10-22-101505610143 REV-1500 Ex(°'-'°' OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year Bureau of Individual Taxes DEPARTMENT OF REVENUE PO 60X.280601 INHERITANCE TAX RETURN 21 10 Harrisburg, PA 17128-0601 RESIDENT DECEDENT File Number 0271 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death 199 07 3152 02 27 2010 Decedent's Last Name MAXWELL (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Date of Birth 04 16 1918 Suffix Decedent's First Name MI ISABEL F Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of death after 12-12-82) ~ 5. Federal Estate Tax Return Required X^ 6 Decedent Died Testate (Attach Copy of Will) ~ ~~ (Alta ch Co a~of Trust a Living Trust PY ) ~ _ 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received ~ 10. between 12 31 ~~ a tlit (datge5~f death T ~ 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 TO: Name Daytime Telephone Number GEORGE F DOUGLAS III ESQ 717 249 6333 First line of address 354 ALEXANDER SPRING RO Second line of address City or Post Office State ZIP Code CARLISLE PA Correspondent's a-mail address: gdOUg11S a~SalZmanrlhugheS.COm 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. SIGNATURE SON SP OR FILING RETURN DA E r ~ Donald A. F ~ ~ ~ ~ ADDRESS 49 W. King St., Shippensburg, PA 17257 SIGNATU E OF PREPARER OTHER THAN REPRESENT TIVE D TE ~ ~,~. ~~, ~j~-.-~,~ ;_ ,~ _ ~ George F Douglas, III Esq. ~~ ~ (fir ~ r ~ ADDRESS i) 354 Alexander Spring Road, Suite 1, Carlisle, PA Side 1 1505610143 1505610143 ~~ LCl J 1505610243 REV-1500 EX Decedent's Social Security Number Decedent's Name: Maxwell, Isabel F. 199 07 3152 RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 79,816.84 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................................................ 4. 126,078.66 5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 7. Inter-Vivos Transfers & Miscellaneous IyQn-Probate Property (Schedule G) ~^ Separate Billing Requested............ 7. g. Total Gross Assets (total Lines 1-7) ..................................................................... g, 2 O 5 , 8 95.5 0 29,050.27 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ....................................... 9. 3,777.35 10. Debts of Decedent, Mortgage Liabilities, 8~ Liens (Schedule I) .............................. 10. 11. Total Deductions (total Lines 9 & 10) ................................................................... 11. 32,827.62 12. Net Value of Estate (Line 8 minus Line 11) ............................ .............................. 12. 17 3 , 0 67.8 8 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. 173,067.88 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 0 . 0 0 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 0 0 0 16 0. 0 0 . at lineal rate X .045 . 17. Amount of Line 14 taxable 0 0 0 17 0 0 0 . at sibling rate X .12 . . 18. Amount of Line 14 taxable 17 3 0 6 7. 8 8 at collateral rate X .15 r 18. 2 5 9 6 0.18 ~ 19. ................................................................. Tax Due ................... .............................. 19. 2 5 , 9 6 0.18 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^X Side 2 1505610243 1505610243 J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-10-0271 DECEDENT'S NAME Maxwell, Isabel F. STREET ADDRESS 121 Walnut Bottom Road CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest 24,743.06 1,298.00 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) (2) (3) (4) (5) 25,960.18 26,041.06 80.88 Make Check Payable to: REGISTER OF WILLS, AGENT. . _ r. - 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 :............................................................................... ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................. ^ ^x c. retain a reversionary interest; or ............................................................................................................... ^ ^x d. receive the promise for life of either payments, benefits or care? ............................................................ ^ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... ^ ^x 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?....... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................................. ^ ^x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . _. ~ - , For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 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 [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal 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. (1) Rev-1503 EX+ (6-98) SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH F8~M Trust, Investment Management Account No. 30551500 1 2,318.513 shares of Federated Income Trust Fund 36 10.65 24,692.16 2 334.16 shares of Vanguard 500 Index Fund 40 102.03 34,094.34 3 1,952.678 shares of Vanguard Fixed Income -Securities 10.77 21,030.34 Fund, GNMA INV TOTAL (Also enter on Line 2, Recapitulation) 79,816.84 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) ESTATE OF FILE NUMBER Maxwell, Isabel F. 21-10-0271 Rev-1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COM MONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Maxwell, Isabel F. 21-10-0271 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 1,920.078 shares of Vanguard Fixed Income Securities -Fund GNMA INV, F8~M Trust IRA No. 20,679.24 68551500 2 F8~M IMA Account No. 30551500, Federated Prime Obligation Fund 10 103,500.03 Accrued interest on Item 2 through date of death 7.29 3 FS<M Trust, Checking Account No.34-12083 62.60 4 F8~M Trust IRA No. 68551500, Federated Prime Obligation 1,755.53 5 4.773 Vanguard Fixed Income -record date 02/26/2010; payable 03/01/2010 51.41 6 Centurytel, Inc. -refund 22.56 TOTAL (Also enter on Line 5, Recapitulation) I 126,078.66 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) REV-1151 EX+ (10-06) COMMNHEg,ETANCEOT~ERETURN ANIA RE~aIDENT DE EDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Maxwell, Isabel F. _ 21-10-0271 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION AMOUNT N MBER q, FUNERAL EXPENSES: See continuation schedule(s) attached ~ 8,161.24 B. 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Donald A. Fry Street Address 49 W. King St. city Shippensburg state PA Zio 17257 Year(sl Commission paid 9,176.00 2. Attorney's Fees Salzmann Hughes, P.C. 9,926.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 315.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 1,471.53 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 29,050.27 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Maxwell, Isabel F. 21-10-0271 ITEM NUMBER DESCRIPTION AMOUNT 1 Funeral Ex e Egger Funeral Home, Inc -funeral services 8,161.24 H-A 8,161.24 2 Other Administrative Costs FPM Trust -fee for providing date of death valuations 15.00 3 FS~M Trust -service fee for IMA #30551500 125.08 4 FS<M Trust -service fee for IMA #30551500 125.32 5 FPM Trust -monthly administration fee for IRA 16.67 6 F8~M Trust -monthly administration fee for IRA 16.67 7 F8~M Trust -monthly administration fee for IRA 16.67 8 F&M Trust -monthly administration fee for IRA 16.67 9 F8~M Trust -monthly administration fee for IRA 16.67 10 Register of Wills -filing fees 80.00 11 Salzmann Hughes, P.C. -reservation held for income tax preparation, mailings and 750.00 miscellaneous contengencies 12 Salzmann Hughes, P.C. -reimbursement for payment to Cumberland Law Journal for Legal 75.00 advertising 13 Salzmann Hughes, P.C. -reimbursement for payment to Vital Records for a death certificate 9.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Maxwell, Isabel F. 21-10-0271 ITEM NUMBER DESCRIPTION AMOUNT 14 The Sentinel-Legal -Legal advertising 208.78 H-B7 1,471.53 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) ,_ COMMONWEALTH OF PENNSYLVANIA IAIUCOITAAI!`C TAY OCTI IDAI SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Maxwell, Isabel F. 21-10-0271 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 Chambersburg Hospital -medical services, check written prior to death cleared after death 450.00 2 Chambersburg Imaging Associates, P.C. -balance due on account 161.00 3 Mobile W-Ray Imaging -medical service 50.00 4 Orthopaedic Associates -balance due for medical service 234.63 5 Pharma Care Pharmacy -prescription drugs, check written prior to death cleared after death 266.21 6 Pharmacare Pharmacy -balance due for medical service 325.50 7 Rehab Medicine Associates, P.C. -balance due for medical service 9.60 8 Roy Snoke -preparation of income tax returns for the year 30.00 9 Shippensburg Health Care Center -balance due for medical service 2,250.41 TOTAL (Also enter on Line 10, Recapitulation) I 3,777.35 (If more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 12-08) SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Isabel F. Maxwell 02/27/2010 199-07-3152 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 1 Beverly F. Fry (predeceased the testratrix) PA 2 Nancy Evelhoch Giltrod 12703 Folly Quarter Road Ellicott City, MD 21042 3 Sue Ann Evelhoch Stum 372 Burnthouse Road Carlisle, PA 17015 4 Betsy Evelhoch Hetrick 319 E. North Street Carlisle, PA 17013 5 Stephanie G. Douglas 1000 Forbes Road Carlisle, PA 17013 6 Angela A. Lane 1138 Shannon Lane Carlisle, PA 17013 7 Andrea F. Snoke 458 Roxbury Road Shippensburg, PA 17257 8 Carla E. May 1037 Greenbriar Road New Bloomfield, PA 17068 9 Patrick R. Snoke 527 Haddon Avenue Collingswood, NJ 08108 Niece Specific Bequest Per 2,000.00 Second Item of Will Niece Specific Bequest per 2,000.00 Second Item of Will Niece Specific Bequest per 2,000.00 Second Item of Will Grand Niece 3/18th's of the residue 27,844.65 per Third Item of the Will Grand Niece 3/18th's of the residue 27,844.65 per Third Item of the Will Niece 1/9th of the residue per 18,563.10 Third Item of the Will Grand Niece 1/9th of the residue per 18,563.10 Third Item of the Will Grand Nephew 1/9th of the residue per 18,563.10 Third Item of the Will 1 SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Isabel F. Maxwell 02/27/2010 199-07-3152 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) 10 Donald A. Fry Nephew 1/9th of the residue per 18,563.10 49 W. King St. Third Item of the Will Shippensburg, PA 17257 11 Colby A. Fry Grand Nephew 1/9th of the residue per 18,563.09 405 Westover Road Third Item of the Will Shippensburg, PA 17257 12 Timothy D. Fry Grand Nephew 1/9th of the residue per 18,563.09 410 E. Orange St. Third Item of the Will Shippensburg, PA 17257 Total 173.067.88 2 REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA ,:} , .. . ~:_~py ;~~~~~ ~"f ~ , r a ~ ~ .,,r r . ~,. W ~ ~ ~ ~~~ k !~, ,. ,~• ,r ~ , ~~ ..~ ~ r i. ~ ,• CERTIFICATE OF GRANT OF LETTERS No . 2010- 00271 PA No . 21- 10- 0271 Es-ta to Of : ISABEL F MAXWELL (First, Middle, Lastl a/k/a : M ISABEL MAXWELL MARTHA /BABEL MAXWELL Late Of : SOUTHAMPTON TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No : 199-07-3152 WHEREAS, on the 18th day of March 2 010 an instrument dated May 9th 2008 was admitted to probate as the last will of ISABEL F MAXWELL (First, Middle, Last) a/k/a M ISABEL MAXWELL MARTHA /BABEL MAXWELL late of SOUTHAMPTON TOWNSH/P, CUMBERLAND County, who died on the 27th day of February 2010 and WHEREAS, a true copy of the wi 11 as probated i s annexed hereto . THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi11s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DONALD A FRY who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY COURT HDUSE, CA RL lSL E, PENNS YL VA NlA . IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 18th day of March 2010. ~. ~ y~ w '~ ~ ',~.- h ~ 70 !. Regis to ~ o f Wills Deputy .~ ~,,,,,.T,n~. ~. T T T T7T Mme a Rnv~ Zi pPF.'A R (F'TRST , MIDDLE, LAST) LA,~?' L~iIILL A19TE ~''ES?'A~YI.~.P++T'~"' OF ~SAB.EL F. lYlA~ZL~i'E.~L I, ISABEL F. MAXVIIELL, of 801 North Hanover Street, Carlisle, Cumberland -'- ~` . ,,., . -: -• ~- -- -t ~ ,..3 ..~:~.,..~..:...... m:ri-1 mo r~r n~ ~ inrlorct^ ^~' .~Ulii iiji, t"'ci it ijy i'vai tier, i.1Cti ly v+ Svi.il'~~ a: ..; :.,~:,Nt,;,~i ,y ~ ~ i~~ ~;,., ~ ~ ..,;";"10. y a. ~ , ,,,: - :..r':t..~r?~, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. • FIRST: I hereby order and direct my Executrix or Executor, hereinafter Warned, to pay all my just debts, funeral expenses, testamentary expenses ~ and all • Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. I have placed SEVEN THOUSAND FIVE. HUNDRED ($7,500.00) DOLLARS in a separate account to be used to pay the cost of my funeral. SECOND: I ry~ve rlAliicc? and beni~nath tha cL~ E of ?"~f!In TE-.~~ll ;^ ^.-~ trl ($2,000.00) DOLLARS to each of the following individuals: NANCY EVELHOCH GILTROD, SUE ANN EVELHOCH STUM and BETSY EVELHOCH HETRICK. THIRD: I give, devise and bequeath all the rest, residue and remainder of my property, both real and personal, in nine (9) equal shares to my niece, BEVERLY F. FRY and her two daughters, STEPHANIE G. DOUGLAS and ANGELA A. LANE, to my niece, ANDREA F. SMOKE and her children, CARLA E. MAY and PATRICK R. SMOKE, and to my nephew, DONALD B. FRY and his two sons, DOLBY A. FRY and T1IUIOTHY D. FRY, per stirpes. LASTLY: I nominate, constitute and appoint DONALD A. FRY, to be the Executor of this my Last Will and Testament. In the event that DONALD A. FRY shall be unable to serve as Executor for any reason, I appoint, my nieces, BEVERY F. GEORGE and ANDREA F. SNOKE to serve as my Executrices. No Executor/Executrix shall be rPn;:ira~ tofi.l~ h~n:i in this nr anv other iur~S(~irtic;n_ .- .. ;..~ +. F ~' '= IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of May, 2008. ~' ., ~ _1r~-~ ~~~ , .~ Isabel F. Maxwell ,, a. ~ ~~`-- SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~.._.: _ 9 '0 ~J 7 COMNIONWEALTH OF PENNSYLVANIA : COUNTY OF CUMSERLP,Nn ; ss !, !BASEL F. MAXWELL, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that !signed it as my free and voluntary act for the purposes therein expressed. C~n,~~~r!'~ ;;- r~~r~arl ±n anr_I ar;~nn~rilprlr~r~r-j h?fnrn mA h1i IS~,R,~F ~_ u"1~Y~~/c1_ +1~~ Testatrix, this ~; ~~'~~~~ day of May, 2008. Isabel F~. Maxwell, Testatrix' ,f' _ "``'~', ,~ ~ ~~~ r' _~ _, 'I Notary Public ~~ Public B,,~R13AR.~. l;: STEEL, ~a~ary C~r?islz Bt~ro, ~u~berl~i Cv~n~+, P~ ?~y Co^~:~issi~n lF,x Tres dune ?, 2~1 ] _~ COMMONWEALTH OF PENNSYLVAI`JiA : ss COI.Uiv T ~r OF Cui`v~BERLAND ~ : - ---'^ ~ We, ~ -~^~; . ~; ~-- ~-~ . ; _~ .ti ; ! _,_._ and ~~>>t~l~~~ ~- ~~ ;~'~'~''~°. , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Isabel F. Maxwell, Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and 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 Wil! as 1n~itnP~Sec: ar~d ±!';~± to the hest pf niJC kn0~1`fledoe the Testatrix was at that tame 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~..A~-:' _ ,+ and ~~ ~~ ~~'~ ~ ~ ~' ~'~°f'~~- ~' this ~ ~~ ~~ ~~~ day of May 2008. ~ r.. Witness ,1 d Witness - J ,- i--.. ~, ~~ < _ N tary Public r~or.~~a~, ~A 3~A~tBA$A E. S i~EL, lti'ota~y Fu~i;z ~~?isle B©ro, Cum~~la~d ~ua~ty, PA Div Com.~rission ~x~ires ~~na 7, 2031 ~~ _ ? ~- April 8, 2010 Salzmann Hughes, P.C. 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 RE: Isabel Maxwell To Whom It May Concern: In reference to the above customer, our records show the enclosed information to be accurate of today's date. If I may be of any further assistance, please contact me. Sincerely, ~` . .~ ~` Tricia Ganoe Deposit Operations Manager. • 717-261-3624 717-264-6116 885-264-6116 P.O. BDx 6010 Chambersburg, PA 17203-6x10 Estate valuation Account No. 30551500 Date of Death: 02127; 2010 Estate of: IV1axw11, Isobel Valuation Data 02127!201 U Report Type: Date oI~ Death Processing Date: 04/08/2010 Number of Securities: ~ File [D: ltitaxwell, Isabel [1~l~~ Shares Security Mean and/or Div and Int Security or Par Description High/Ask Lo~~~!Bid Adjustments Accruals Valor; I) 2318.5 13 FEDERATED INCOME TR (3 14 1 99 1 00} INSTL, SHRS ~'(utual Fun:! (as quoted by NAASDAQ) 02/2/2010 10.65000 Ml<t 10.650000 2) 1952.678 VANGLiARD I~1XED INCOME SCCS FD (922031307] GNMA INV Mutual Fund (as quoted by NASDAQ) 02/26;201.0 10.77000 Mlct 10.770000 Div: 0.02633 Ex: 02/26/2010 Rec: 02/26/2010 Pay: 03/01 /2010 3) 334-.16 ti'ANGUARD INDEX FDS (922908108) 500 PORTFOLIO Mutual Fund (as quoted by NASDAQ) 02!2612010 102.03000 M1<t i 02.030000 4) Federated Prlme Obligation 10 Accrued Interest Total Value: Total Accrual: Total: $183,375.37 51.41 7.29 558.70 24,h9?. ( 6 2 ! ,030.34 ;4,094.34 103,50(1.03 S 183,316.67 Page [ T11is report tivas produer;d with EstateVal, a product of Estate Valuations ~; Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4 ww~u.f ~tr~st~~~~~~.co~ April 8, 2010 Salzmann Hughes, P.C. 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 To Whom It May Concern: RE: Isabel Maxwell In reference to the above customer, our records show the enclosed information to be accurate of today's date. If I may be of any further assistance, please contact me. Sincerely, ~~ Tricia Ganoe Deposit Operations Manager . 717-261-3624 717-264-6116 888-264-6216 P.O. Box 6010 Chambersburg, PA 17201-6010 C~.~ ~ ~~~~ ~ ~ Cn~ ~rT~nn~c FR(1M PFnPLE YOU KNOW Estate Val~lation ValuaCion Date: 02i27i2010 Date of~ Death: 02/27!2010 Processing Date: 04/08/2010 Account: 68551500 Estate ot~: Maxwell, Isabel Report Type: Date of Death Number of Securities: 2 I' ile ID: Maxwell, Isabel IRA Shares Security Mean acid/or Div and Int Securit~~ or Pur Description Hi h/Ask Lowil3id Adjustments f~ccruais~ Value__ 1 j 1920.078 VANGUARD FIXED INCOME SECS FD (922031307) GN~ti1A INV Mutual Fund (as quoted by NASDAQ) 02/26/2010 10.77000 Mkt 10.770000 20,679.24 Div: 0.02633 Ex: 02/26/2010 Rec: 02/26/2010 Pay: 03/01/2010 50.56 2) Federated Prime Obligation 10 1,755.53 Accrued Interest ~ ~ ~ ,13 Total Value: $22,434.77 'T'otal Accrual: $50.69 Total: $22.485.46 Page I This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818j 313-6300 or www.evpsys.com. (Revision 7.O.-I ,.-.Wn~. : L: ~w~u.f ~t~~s~~~~a ~~~.ro~ April 8, 2010 Salzmann Hughes, P.C. 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 To Whom It May Concern: RE: Isabel Maxwell In reference to the above customer, our records show the enclosed information to be accurate of today's date. If I may be of any further assistance, please contact me. Sincerely, 't... .. Y` ~~- t ~~ Tricia Ganoe Deposit Operations Manager 717-261-3624 717-264-6116 888-264-6116 P.O. Box 6010 Ghambersburg, PA 17201-6010 C~~~ ~ ~~nrn~ Cn~ uT~nnic FRnM PFnPLE YOU KNOW c 0 .~ ro t m m 0 m D _ o ~o N N N LL ~ N ` .O ~ ~ a~ ~ ~ ai . ~ ~ ca is Z ~ ~ O o ~ N CO ~ ~ U 'a d z N w 'o m ~ _ C L d O ~ C lL O Q) V V Q N V w ~ O _ d l0 ~ m ~ ~ ~ x O ~p O (0 ~j 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ~ fyC ~ fA EA ~ ~ ~ Efl FA Q ~ EH (f? .O d ~ r V C V Q d C lC O CO {Q m N O 6R d d N _O U r O ~~ i 0 N C d !~ N O o m` E ch ~ Z ~ O ~, N C `, O M V V Q m f" c Y ~-+ v U a~ v Q t U