The URL can be used to link to this page

Home My WebLink About11-12-10 (2)~ •~=-~ REV-7~~0 1505607120 EX (06-05) OFFICIAL USE ONLY PA Department of Revenue County Code Year Fiie Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO 60X.280601 2 1 1 0 - 0 1 8 7 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 202200439 02122010 12261925 Decedent's Last Name Suffix Decedent's First Name MI WEIGEL HELEN L (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 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS ® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise ^ 5. Federal Estate Tax Return Required (date of death after 12-12-82) 1 Decedent Died Testate ® 6• ^ ~ Decedent Maintained a Living Trust f T t t h C $. TOtal Number Of Safe DepOSit BOxeS (Attach Copy of Will) rus ) opy o (At ac 9. Liti ation Proceeds Received ^ g ^ ~ p• Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) ^ 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 BRADLEY L GRIFFIE 7172435551 t~ Firm Name (If Applicable) GRIFFIE & ASSOCIATES First line of address 200 NORTH HANOVER STREET Second line of address City or Post Office CARLISLE State ZIP Code PA 17013 Correspondent's a-mail address: b g r i f f i e@ g r i f f i e l a w. c o m Under penalties of perjury, 1 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. SIGNATU OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~~.,~ ~. --~/ cc-~ ~_ 1,~~~~~-c.-~ Patsy L. Weigel i' l~~,t l/ , .~? C:3 i ~.~ ADDRESS ! ~ 721 North Middleton Road, Carlisle, PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ''~-fti 1h ~. ~ ~,~,~.~ ~ ~r~~ -{ ~ Bradley L Griffie ~• -. _. ADDRESS 200 North Hanover Street, Carlisle, PA 17013 Side 1 REGISTER~F~ILLS US~NLY;.~;. --- - - ; .C~ ~ t--E ---- j . ,,,_.,, ' _ ---~ DA FILED • • .~ 'a _' . ~~ .., ; ~~. 1505607120 1505607120 ~ J 1505607220 REV-1500 EX Decedent's Social Security Number Decedent's Name: W E I G E L, H E L E N L 2 0 2 2 0 0 4 3 9 RECAPITULATION 220,000.00 1. Real Estate (Schedule A} .......................................................................................... 1. 957.75 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. 22,519.44 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ................ 5. 119,042.26 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 7. inter-Vivos Transfers & Miscellaneous Non-Probate Property 2 5 8, 1 6 0 6 8 (Schedule G) ^ Separate Billing Requested ............. 7. 6 2 0, 6 8 0 1 3 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. i3,72s.94 9. Funeral Expenses & Administrative Costs (Schedule H) ......................................... 9. 821.89 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................................ 10. 1 4, 5 4 8 8 3 11. ......... Total Deductions (total Lines 9& 10) ............................................................. 11. 606,131.30 12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has>nat been made (Schedule J) ................................................. 13. 606,131.30 14. Net Value Subject to Tax (Line 12 minus Line 13) ................................................. 14. 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 6 0 6, 13 1 3 0 1 s 2 7, 2 7 5 9 1 at lineal rate X .045 . 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. Tax Due ..................................................................................................................... 19. 2 7, 2 7 5 9 1 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^ Side 2 1505607220 1505607220 REV-1500 EX Page 3 ~- Decedent's Complete Address: File Number 21 - 10 - -0187 DECEDENT'S NAME Weigel, Helen L _ ___ STREET ADDRESS 721 North Middleton Road CITY ~ STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. InterestlPenalty if applicable p. Interest E. Penalty 20,307.12 1,068.80 Total Credits (A + B + C) (1) 27,275.91 Total Interest/Penalty (D + E) 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REG/STER OF W/LLS, AGENT -~ (2) 21,375.92 (3) 0.00 (4) -- - - (5> 5,899.99 (5A) (5B) 5,899.99 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 reversiona interest; or.......p..Y.. ..........................~.............................................................. r~__~~1 I ~J d. receive the promise for life of either a ments, benefits or care ............................................................... C J ~j 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?......... ~ ~ ~~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~~ 11 contains a beneficiary designation? ...................................................................................................................... CX~ u IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ., For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (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 zero (0) percent (72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent (72 P.S. §9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. ~' SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Weigel, Helen L 21 - 10 - -0187 All real property owned sole)y or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on schedule F. ITEM DESCRIPTION VALUE AT DATE OF NUMBER DEATH 1 302 Wildwood Road 220,000.00 Carlisle, Pennsylvania Cumberland County TOTAL (Also enter on Line 1, Recapitulation) ~ 220,000.00 r COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 6 STOCKS & BONDS ESTATE OF Weigel, Hefen L FILE NUMBER 21 - 10 - -0187 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I ~ VALUE AT DATE OF NUMBER ~ DESCRIPTION i UNIT VALUE DEATH _ _ _ 1 ~ Banco Santander N.A. J ', 13.16 868.61 f 66.004 shares valued at 13.16 per share j ~ (See attached valuation sheet) 1 I y 2 I United States Saving Bonds, $50.00 denomination ! 50.00 ~ 89.14 L261000221 EE, dated August 30, 1986 (See attached calculation sheet} ~~, TOTAL (Also enter on line 2, Recapitulation) ~ 957.75 4 , ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigel, Helen L FILE NUMBER 21 - 10 - -0187 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION 1 M&T Bank Certificate of Deposit No. 31003915940471 (See attached statement) 2 M&T Bank Checking account number 2676044049 (See attached statement) 3 Members First Federal Credit Union Regular Savings Account No. 43095.00 (See attached statement) 4 2003 Saturn L200 Sedan VIN G8AL52F73Z'142172 (see title and book value attached) 5 Nationwide Auto Insurance Cancellation refund 6 Adams Electric Cooperative Estate Retirement payout 7 Adames Electric Cooperative Estate Retirement payout 8 West Shore Pathology Refund 9 Masland Associates medical bill refund 10 Guardian Long Term Care Pharmacy overpayment 11 Sovereign Bank Checking account number 0311092543 VALUE AT DATE OF DEATH 5,639.82 8,954,30 2,364.41 3,275.00 66.87 209.03 69$.13 38.92 10.00 39.67 1,145.29 SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY TOTAL (Also enter on Line 5, Recapitulation) I 22,519.44 SCHEDULE E CASH, BANK DEPOSITS, & MISC. COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY INHERITANCE TAX RETURN RESIDENT DECEpENT continued FILE NUMBER ESTATE OF Weigel, Helen L 21 - 10 - -0187 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 OF DESCRIPTION ~ `_ DEATH ..NUMBER ~ _ !~ __ _ 12 I Internal Revenue Service 68.00 II 2009 Personal Tax Refund I' 13 Medical Refund (Dr. Richard H. Jeffries, D.O.) ~ 10.00 Page 2 of Schedule E ' ~ SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigel, Helen L FILE NUMBER 21-10--0187 ff an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT Patsy L. Weigel J 721 North Middleton Road Daughter J p f/k/a Patsy L. Brenizer Carlisle, PA 17013 JOINTLY OWNED PROPERTY: ITEM LETTER , DATE ' NUMBER FOR JOINT , MADE TENANT ~ JOINT ' 1 A ~ multiple i I 2 ~ A I 0111312009 3 A 01 /13/2009 ~i 4 A i ~ 08/25/2008 5 A 110/04!2008 i i 6 A i ! 08/17/2007 ~~ i C~F~SCRIPTIO~V C~F PRO~'ERTY Include name o rnanclal ins itu Ion an bank account number DATE OF DEATH % OF DECD'S DATE OF DEATH vALUE of or similar identi In number. Attach deed for 'ointl -held real fY 9 I y VALUE OF ASSET INTEREST! DECEDENT'S INTEREST estate. _ !' ~ ~ _ _^- __-_ United States Savings Bonds 55,370.33 50% i 27,685.17 (see attachment) Members First Federal Credit Union ' 6,438.77 I 50% ~ 3,219.39 Certificate of Deposit No. 43095-41 (See attached) i Members First Federal Credit Union 17,594.62 50% 8,797.31 Certifidate of Deposit No. 43095-42 ~ (see attached statement) ~~~ Orrstown Bank, Certificate of Deposit, No. 10,030.20 ~ 50°l0 ' 5,015.10 4000028033 (see attached statement) Orrstown Bank, Certificate of Deposit, No. 104,031.25 ~ 50% ', 52,015.63 4000029434 (see attached statement) Sovereign Bank N.A., Certificate of Deposit, I 44,619.32 ~ 50°l0 ~ 22,309.66 Number 2985543110 (see attached statement) TOTAL (Also enter on line 6, Recapitulation) j 119,042.26 / , COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Weigel, Helen L FILE NUMBER 21 - 10 - -0187 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. - -_ ~ ---- ITEM NUMBER DESCRIPTION OF PROPERTY Include the name of the transferee, their relationship to decedent d DATE OF DEATH VALUE OF ASSET % OF DECD'S EXCLUSION TAXABLE VALUE ! (IF APPLICABLE) 1 an the date of transfer. Attach a copy of the deed for real estate. Members First Federal Credit Union 8 024 21 INTEREST 1 ' I , . 00% ~ 0.00 , 8,024.21 Certificate of Deposit Number 43095-43 Patsy L. Weigel (transferee), Daughter Created Joint Account 11/4/09 ~ i 2 !Sovereign Bank 13,008.06 100% 0.00 ' 13,008.06 Money Market Account Number 1674063997 Patsy L. Weigel (transferee), Daughter Created joint account 7/29/09 i 3 Sovereign Bank, Certificate of Deposit No. 10,392.03 100% i 0.00 10,392.03 ~ 2895546899 Liquidated within 12 months of death (See attached statements for Sovereign Bank and ~ Members First Federal Credit Union) 4 j Sovereign Bank, Certificate of Deposit No. 82,493.15 100% ~ 0.00 82,493.15 2895461834 Liquidated within 12 months of death ~ (See attached statements for Sovereign Bank and Western National Life Insurance Company) 5 I~, Western National Life Insurance Company 144,243.23 100% 0.00 I~~ 144,243.23 Annuity Contract No. W217097 (See attached statement) '~ ', ~ I II I li ~ - -- -- - ~ I TOTAL (Also enter on line 7, Recapitulation) ~I 258,160.68 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Weigel, Helen L SCHEDULE H FUNERAL E)CPENSES & ADMINISTRATNE COSTS FILE NUMBER 21 - 10 - -0187 Debts of decedent must be reported on Schedule I. - ITEM ~-'~~ -- NUMBER DESCRIPTION ~ AMOUNT __ _ FUNERAL EXPENSES: _J _~_ A. 1 Egger Funeral Home Inc. 860.94 I B. ~ ADMINISTRATIVE COSTS: 1. I Personal Representative's Commissions l 2. 3. 4. Social Security Number(s) / EIN Number of Personal Representative(s): ~ ~i I ~i Street Address f City ~ State Zip ~ Year(s) Commission paid Attorney's Fees Griffie and Associates ', Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) I! Claimant Patsy L. Weigel Street Address 721 North Middleton Road city Carlisle state PA zip 17013 Relationship of Claimant to Decedent SpOUSe Probate Fees 5. ~ Accountant's Fees ~'~I 6. ; Tax Return Preparer's Fees f I 7, Other Administrative Costs 1 Sovereign Bank (processing fee) TOTAL (Also enter on line 9, Recapitulation) 6,500.00 3,500.00 613.50 20.00 13,726.94 r i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE Of 2 3 4 5 6 7 8 9 Schedule H FtxlePcll ~~engeS & Adminis~tive Costs continued Weigel, Helen L The Sentinel (advertising) Cumberland Law Journal (advertising) Barrett Appraisals {real estate appraisal) Orrstown Bank (check costs} The Union Central Life Insurance Co. (Annuity refund) Pennsylvania State Employees Retirement System (overpayment) Wagners Tax Services {2009 Personal Taxes) Reserves FILE NUMBER 21 - 10 - -0187 187.54 i 75.00 450.00 11.45 371.22 !, 537.29 100.00 i 500.00 I Page 2 of Schedule H r SCHEDULEI , DEBTS OF DECEDENT, MORTGAGE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN LIABILITIES & LIENS 7 RESIDENT DECEDENT FILE NUMBER ESTATE OF Weigel, Helen L ~ 21 - 10 - -0187 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 West Shore EMS 117.58 (medical) 2 West Shore Pathology 19.81 (medical) 3 Guardian Long Term Care Pharmacy 98.33 (medical) 4 Forest Park Health Center 30.00 5 Graham Medical Clinic 27.78 (medical) . 6 Graham Medical Clinic 27.95 (medical) 7 Nationwide Mutua{ {nsurance Company 86.87 (auto insurance) 8 Alliance Once Receivables Management Inc. 129.57 (2009 personal taxes) 9 Pennsylvania Department of Revenue 284.00 2009 Personal Income Taxes TOTAL (Also enter on Line 10, Recapitulation) ~ 821.89 REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Weigel, Helen L NUMBER NAME AND ADDRESS OF PERSONS} RECEIVING PROPERTY I~ TTAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)~ 1 ;Patsy L. Weigel 721 North Middleton Road '~ Carlisle, PA 17013 FILE NUMBER 21 - 10 - -0187 RELATIONSHIP TO SHARE OF ESTATE I AMOUNT OF ESTATE DECEDENT (Words) ~ ($$$) Do Not List Trustee(s) Daughter I One Hundred percent ',Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 d 1 e 9 ~ a r ~ LAST WILL AND TESTAMENT OF HELEN L. WEIGEL I, HELEN L. WEIGEL, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executrix from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executrix has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. o , ~ t n 0 e Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. A ..~:.. ~ .. Tt T All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my daughter, PATSY L. WEIGEL, of Cumberland County, Pennsylvania. In the event that PATSY L. WEIGEL predeceases me or fails to survive me by thirty (30) days, I give, devise, and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate IN EQUAL SHARES to the CHILDREN of my sister, PAULINE WHISLER, Per Stirpes. However, if a beneficiary does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the beneficiary would have received had he or she survived me by thirty (30) days. A..E;.,1o ~T I nominate, constitute, and appoint my daughter, PATSY L. WEIGEL, as Executrix of my Last Wi11 and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my nephew, WILLIAM 4 c ~ p o E t ~ WHISLER as successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could have f led if living. My Executrix or successor Executor shall receive reasonable compensation for services rendered to my estate. In addition to the powers conferred by law, I authorize my Executrix and successor Executor, in his/her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executrix; and to pay from my estate reasonable compensation for all their services, -3- ~ 0 a• ~ e ¢' n (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, HELEN L. WEIGEL, hereby set my hand to this my Last Will and Testament, on 2000, at Harrisburg, Pennsylvania. HELEN L. WEIG ~ L In our presence, the above-named HELEN L. WEIGEL signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name ~. n~,~~r ~ G[j, .c.r~~c.~ix.. Address ~ i g~~t~(., lYYA~ 1~ 1Z1199i -4- ~ I f 9 n d ~ i ~ , I, HELEN L. WEIGEL, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by HELE L. WEIGEL, the Testatrix on ~Q ~ ~ 2000. of Public ~,.~~. HELEN L. WEIGEL I~CTARIAL ~~~ ~~y ~am~nissiar~ ~s~~~s ~~a~c1~ ~, 4 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by l~r~'s-~i'~ W, ~ . ~~~a,~ and~55i C.~-- IA, ~-~rE~1,~0~~'t'~, witnesses, on , 2000. of Public fitness itnes NOTARIAL SEAL JAN !.. ERO~,fN, Rotary Public Low~,r I~axton T~sla., C~au~hin County i?ay Commission Epirus ~arc1~ ~, -5- SCHEDULE «A» S. W. Barrett Real Estate 8~ Appraisal Services APPRAISAL OF LOCATED AT: 302 Wildwood Road Carlisle, PA 17015-8943 CLIENT: Griffie & Associates 200 North Hanover Street Carlisle, PA 17013 AS OF: March 18, 2010 BY: Stan A. Skowronek PA Certified Residential Real Estate Appraiser S. W. Barrett Real Estate & Appraisal Services File No. 10-0056 04101!2010 Griffie 8~ Associates 200 North Hanover Street Carlisle, PA 17013 File Number: 10-0056 In accordance with your request, I have appraised the real property at: 302 Wildwood Road Carlisle, PA 17015-8943 The purpose of this appraisal is to develop an opinion of the defined value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the defined value of the property as of March 18, 2010 is: $220,000 Two Hundred Twenty Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value, descriptive photographs, assignment conditions and appropriate certifications. Respectfully submitted ~,.. Stan A. Skowronek PA Certified Residential Real Estate Appraiser Summary Residential Appraisal Report File No. 10-0056 The purpose of this appraisal report is to provide the client with a credible opinion of the defined value of the subject property, given the intended use of the appraisal. Client Namellntendetl User Griffie 8~ Associates E-mail • Client Address 200 North Hanover Street Ci Carlisle state PA zi 17013 Additional Intended users The Intended User of this a raisal re ort is the Client. No additional intended Users are ermitted without the ermission of the a raisers . Intended use The Intended Use is to evaluate the roe that is the sub'ect of this a raisal to rovide the Client with an accurate and ode uatel su ooted o inion of value. Pro er Address 302 Wildwood Road Ci Carlisle State PA Zi 17015-8943 Owner of Public Record Wel le Fred C. ~ Helen L. county Cumberland ~e al Descri lion Deed Book 25K a e 880 " Assessor's Parcel # 23-05-0419-003 Tax Year 08/09 R.E. Taxes ~ 2,764.00 Nei hborhood Name U er Frankford Townshi Ma Reference 05-0419 Census Tract 0130.00 Pro er Ri hts A raised X Fee Sim le Leasehold Other describe M research did did not reveal an rior sales or transfers of the sub~ect ro er for the three ears rior to the effective date of this a raisal. Prior SalelTransfer: Date 11/21/1973 Price $1 Sources Courthouse Analysis of prior sale or transfer history of the subject property (and comparable sales, if applicable) No rior transfers of the sub'ect within the ast 36 months nor were there an rior transfers of the com arables within 12 months of their sale date. Offerings, options and contracts as of the effective date of the appraisal N/A Neghborlood~`CFiaracteristics , ~ z~.rr .xa rep,, ~~~.wr ~~ ~ r ¢~, r~ _ E ~' "`Orae~` nit~l' sr ~? .e `-~ ~y ~~; _~.~ ,~.:~ n,~~,~.P ~~k ~ ~ -;a_ ~~ ~ fOn r ~ ~ '~' ~. ~~;. ~ ~r .~,,;. ~ "" '~`'~"~~' ` :~ t? e e ct~nd ~{,~: , ~. Location Urban X Suburban Rucal Pro er Values Increasin X Stable Declinin PRICE AGE One-Unit 40 Built-U Over 75°lo X 25-75% Under 25% DemandlSu I Shorta e X In Balance Over Su I $ 000 rs 2-4 Unit 0 °/a Growth Ra id X Stable Slow Marketin Time Under 3 mths X 3-6 mths Over 6 mths 120 Low New Multi-Famil 0 Neighborhood Boundaries The sub'ect is bounded on the north b Enola Rd on the east b 225 Hi h 100 commercial 0 % • McClures Ga Rd on the south b Ritner H and on the west b Bloserville Rd. 160 Pred. 40 other Vac 60 °ro Neighborhood Description The sub'ect is located at the northeast corner of the intersection of Grahams Woods Road and Wildwood " Rd which are two wa seconda roads. The im rovements are amon st homes of va in sizes ie and ualit It is within reasonable drivin distance to ammenities such as schools, sho in and em to ment. Market Conditions (including support for the above conclusions) See Attached Addendum Dimensions See le al descri lion Area 4 Acres m/I Sha e Irre ular view O en count S ecific Zonin Classification None known Zonin Descri lion N/A Zonin Com liance Le al Le al Nonconformin Grandfathered Use X No Zonin lIle al describe Is the highest and best use of the subject property as improved (or as proposed per plans and specifications) the present use? X Yes No If No, describe. Utilities Public Other (describe) Public Other (describe) Off-sitelmprovements-Tye Public Private Electrici X Water X Well Street Macadam X Gas Sanitar Sewer X Se tIC Alle None Site comments Private water and sanita s stems are common to the area and have no adverse affect u on marketabilit . NOTE; The wel{ and se tic serve both 302 Wildwood Lane and the seconda home on the sub"ect site known as 601 Grahams Woods Road. . ,.. t'~ .. . GENERAL DESCRIPTION ` vnk:h w.:$.4 "aC KyFl~k .1Cyr D T Oh ~ F0-~. ,~ j~ ~~.~.`~.: !;~ .~n~,~ead~~ ,~ EXTE , ~ ~~E: ~ a ,4 ,-~~ , ~w. .~ ~,~. ~ E ~~ ~..,.. ~.~ yt._ - S` ~,' Units One X One w/Acc. unit Concrete Slab Crawl S ace Foundation Walls COt1C Blk/Av Floors Vin I/Av # of Stories 1 X Fu{I Basement Partial Basement Exterior Walls Brlck/Av Walls D all/Av T e X Det. Att. S-Del./End Unit Basement Area 1218 s . ft. Roof Surface Com oSh le/Av Trim/Finish Wood/Av X Existin Pro osed Under Const. Basement Finish 0% % Gutters & Downs outs Aluminum/Av Bath Floor Vin (/Av Desi n S le 1 St0 X Outside Entr /Exit Sum Pum Window T e Double Hun /Av Bath Wainscot D all/Av Year Built 1973 Storm Sash/Insulated Thermal/Av Car Stora e None Effective A e Yrs 20-25 Screens Yes/Av X Drivewa # of Cars 2 Attic None Heatin FWA HW X Radiant Amenities WoodStove s # Drivewa Surface Stone Dro Stair Stairs Other Fuel CeilElect Fire laces # Fence X Gara e # of Cars 1 Floor X Scuttle Coolin Central Air Conditionin X Patio/Deck Porch Car ort # of Cars Finished Heated Individual Other Pool Other X Att. Det. Built-in A liances X Refri erator X Ran e/Oven X Dishwasher Dis oral Microwave Washer/Dr er Other describe Finished area above rode contains: 4 Rooms 2 Bedrooms 2 Bath(s) 1, 218 Square Feet of Gross t_ivin Area Above Grade Additional Features Rear concrete olio. Woodstove in the basement. Second dwellin is on the sub"ect site. A 1,000 s ft home with 2 bedrooms/livin room/kitchen and bath with electric baseboard heat. Two stora a buildin s. Comments on the Improvements Improvements are in average condition with no physical or functional inadequacies noted . ~... --- _ .....,_....._..._.,. ,.. ,, ~„~~ ~.,,, ~iviai~u ui iov ~iainia aeivaes, mc., Hn m nus rceservea. Page 1 of 2 (gPARTM) General Purpose Appraisal Report 12/2005 GPAR1004 05 08112008 _. .. f ru ~irt -. - __ - - ADDENDUM Client: Griffie & Associates File No.: 10-0056 Property Address: 302 Wildwood Road Case No.: City: Carlisle State: PA Zip: 17015-8943 Neighborhood Market Conditions List/Sale ratio approximately 95%. I have considered relevant competitive listings and/or contract offerings in the performance of this appraisal and in the trending information reported in this section. If a trend is indicated, I have attached an addendum providing relevant competitive listing/contract offering data. Local multi-fist data indicates stable market in the past calendar year with no appreciation in the subjects market area, with an average marketing time of 90-180 days. Economic trends and lending rates have remained favorable. Sales concessions are occuring more frequently; however, there is no known prevelance of unusual seller financing concessions or buydowns. There are new homes under construction in surrounding developements, as well as resales available in the neighborhood. Second Dwelling Built 1940 -Effective Age 25-30 Yrs. Cost from Marshall Swift 12/2009 First Floor 20 x 40 = 800 Square Feet Second Floor 10 x 20 = 200 Square Feet Total Square Footage is 1,000 Square Feet 1000 Square Feet @ $79.13/SF = $79,130 Bsmt. 800 Square Feet @ $18.55 = 14„`840 Total $93,980 Depreciation (31 %) -29.1,34 Total $64,846 Say $65,000 A two year search for sales comparables with a second dwelling was undertaken without success, therefore the Depreciated Cost Approach was used to form an opinion of value. Marshall Swift Cost Handbook was used in the calculations shown above. Comments on Sales Comparison A two year search was undertaken to locate comparables with a second dwelling on their site. No such comparables were loccated therefore the best approach to value is to determine the depreciated Cost Approach for the second dwelling as follows: huuenuum rage i or .i Summary Residential Appraisal Report File No. 10-0056 FEATURE SUBJECT COMPARABLE SALE N0.1 COMPARABLE SALE N0.2 COMPARABLE SALE N0.3 302 Wildwood Road Address Carlisle 17415_ 3133 Enola Road Carlisle 17015 722 Grahams Wood Road Newville 17241 240 McAllister Church Road Carlisle 17015 Proximi to sub ect _ ` ~ ` ?r~''~;:. 2.78 miles ENE 0.79 miles NNW 4.62 mites SE Sale Price $ t ~'' ~.s~: .~~'~' ` $ 173,000 / ` 5 ~ "'' ~`~~ ~ ,.', $ 124,900 ~, , s~.;~.,1; =F.; ;~~~.~,,~_ $ 135 000 Sale Price/Gross Liv. Area $ 0.00 ~It ~ 164.76 s . n ~ ~~ ~ ' _ .'," ~ y $ 111.92 s . ft. ~J' ~ `; _ ~ 106.47 s . ft. '° '~' ,~';~~r - . Data sources Ins eryton t.;~ rt Y~` CPMLS 10178100 CPMLS 10179988 A Data/CPMLS 10171661 verification Sources Courthouse `:~' ;=~~ Courthouse Courthouse Courthouse VALUE ADJUSTMENTS DESCRIPTI~~~1 DESCRIPTION +(-)$Adjustment DESCRIPTION +(-)$Adjustment DESCRIPTION +(-)$Adjustment Sale or Financing Concessions ~ N!A ~. ~, ~, ~`'=~`5-„~..<: $7,500 CI. Csts Conv DOM 64 None, FHA DOM 231 $4,050 CI. Csts FHA DOM 76 Date of Sale/Time NIA _ . -`. 07/24/2009 03/15/2010 03/27/2009 Location Suburban Suburban Suburban Suburban LeaseholdlFee Sim 1e Fee Sim le Fee Sim le Fee Sim le Fee Sim le Site 4 Ac1Av 7.14 Ac/Av -15 700 1.18 Ac/Av 14,100 .48 Ac/Av 17,600 view O en count O en count O en count Residential Desi n s le 1 Sto 1 Sto 1 Sto 1 Sto uali of construction Avera a Avera a Avera a Avera e Actual A e 37 Years 38 Years 50 Years 59 Years condition Avera a Avera a Avera a Avera e Above Grade Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths Total Bdrms. Baths • Room Count 4 2 2 7 3 1.5 2 000 5 3 1 4 000 5 3 1 4,000 Gross Livin Area 20.00 1 218 s . ft. 1, 050 s . ft. 3 360 1,116 s . ft. 2, 040 1 268 s . ft. 0 • Basement & Finished Rooms Below Grade Full Bsmt Unfinished Full Bsmt Unfinished Partial Bsmt Unfinished 2,500 Craw{ Space 5,000 Functional Utjlj 2 Bedroom Avera a -2,000 Avera a -2,000 Avera a -2,000 - Heatin /Coolin CeilRdnt/None FHA/None FHA/CA -4 000 HP/CA -4,000 Ener Efficient Items T ical T ical T ical T ical Gara a/car ort 1 Car Gara a 2CarGw/Wks -6,000 None 5 000 1 Car Gara e PorchlPatio/Deck Patio/Deck CovDeck/2FP's -5,000 PorchlFP -3 000 CovDeck/FP -4,000 1000sf House* None 65,000 None 65,000 None 65 000 2 Stora eBld s None 5,000 None 5,000 None 5,000 Net Ad'ustment Total '. ~ '' ~ X + - $ 46,660 X + - $ 88 640 X + - $ 86,600 Adjusted Sale Price of com arables i ~ ~ r ,f F ~'~~ ~ Net Atlj. 27.0% GrossAd'. 60.2% $ 219 660 Net Atlj. 71.0% GrossAd'. 85.4°~° $ 213 540 Net Adj. 64.1 GrossAd~. 79.0% $ 221 600 summar of Sales Com arjson A roach O inion of value ran a is $213,000 to $222 000. Sur lus acrea a ad"ustments are made at $5 000 er acre. No closin cost ad'ustments since the com arables sold at or below list rice. *Second dwellin is on the sub'ect site - a 1,000 s care foot home built in 1940 with 2 bedrooms/livin room/kitchen and bath with electric baseboard heat. The ad'ustment for the second dwellin is based u on the de reciated value of the im rovements er the Marshall Swift Cost Handbook. Lack of suitable com arables within the sub'ect's immediate vicinit re wired an ex anded search area. These are the best sales com arables known to be available. COST APPROACH TO VALUE: . - ~ ~ „_. - ~-' ~` ,.r''. ,.,.,~~' .,~ "~~ 5, '~ i~ ~ rt` ,t,~ ~~ k ( ~ ~~ •axa u..i= ~y,,„~e .. w. . n. n.. .. ... ,. 5.. .l' R =},.. -4143 v. x': xx Y Site value Comments A review of vacant land sales within the sub'ect's market revealed two sales of 2.8 acres and 6.95 acres at a rice er acre ran a of $11,300 and $16,000 per acre. Site acreage of 4 acres $13,000/acre = $52,000 ESTIMATED REPRODUCTfON OR REPLACEMENT COST NEW OPINION OF SITE VALUE .... . ................................... _ $ 52,000 _ Source of cost data Dwellin Sq. Ft. @ $ ............ _ $ 0 wall ratin from cost service Effective date of cost data Sq. Ft. @ $ ............ _ $ 0 . Comments on Cost A roach ross livin area calculations, de reciation, etc. Cost A roach deemed a oor indicator of value. Estimated Gara elCar ort s . Ft. @ $ ............ _ ~ 0 • Remainin Economic Life - 35-40 ears. Total Estimate of Cost-New ...... , , .... _ $ 0 Less Ph sical Functional External De reciation = g 0 De reciated Cost of Im rovements ................................ _ $ 0 "As-is" Value of Site Im rovements .............................. . . _ $ . r = ,, ,,~ L ~ D T A C .. $ ~ ~~ ~,~ , . . ~ !. .:a ~r~ k x; ~ ~ ~ ~~~ ~ ROAGH TO ALUE ~ ~ ~ , ~': *4~ INCOM APP , , _.,::~~~ ~~~ : ~ ~ "~ '~ ~ ~ ~i ~, ~ ~ ~ ~ ,. j.:~. .. ..... -... _. Air r,.. .. .:.. '. , . n, d ..-~' t -,.~/ ..:~ ':, t._. _'"'i. 't. ~ ~ Inr,-, ~r ~ s.} , ,~. . r__,. ~ n ,r, 1Snn `. ..i r t` 1s..F.. v ~,ev .ri . ..., r. r : .,.. . . . , . Estimated Month/ Market Rent $ N/A X Gross Rent Multi lier N/A = $ N/A Indicated Value b Income A roach • Summary of Income Approach (including support for market rent and GRM) N/A Indicated Value by: Sales Comparison Ap roach $ 220,000 CostA roach (if developed) $ N/A Income Approach (if develo ed) ~ N/A The Market Data Anal sis su orts m o inion of value for the sub'ect. The Cost A roach was not deemed an a ro riate indicator of value and therefore was not included herein. The Income A roach was also deemed ina ro riate for this • anal sis. • This appraisal is made X "as is," subject to completion per plans and specifications on the basis of a hypothetical condition that the improvements have been completed, ^ subject to the following repairs or alterations on the basis of a hypothetical condition that the repairs or alterations have been completed ^ subject to the following: The roe has been a raised in current condition. This is for the clients use onl . Based on the scope of work, assumptions, limiting conditions and appraiser's certification, my (our) opinion of the defined value of the real property that is the subject of this report is $ 220,000 as of 03118/2010 ,which is the effective date of this appraisal. .. ______ _..~.._. __.-.. _._ _____..,,,-. ...... ,.,,...,,.,.,,,,rr~ .~., ,err, ,,,,Ny„y,,, ycvu~-<uvo n~i uivwiuii ui i~~~imiiia aeivi4es, iflG., HII KI(Jfl[S htB52fV20, Page 2 of 2 (gPARTM') General Purpose Appraisal Report 1212005 GPAR1004_OS 08112008 -- ~ - ,.,~~~r. °~~~~~~~-~~~-~_ S.W. Barrett Real Estate 8~ Appraisal Services File No. 10-0056 Scope of Work, Assumptions and Limiting Conditions Scope of work is defined in the Uniform Standards of Professional Appraisal Practice as " the type and extent of research and analyses in an assignment." In short, scope of work is simply what the appraiser did and did not do during the course of the assignment. It includes, but is not limited to: the extent to which the property is identified and inspected, the type and extent of data researched, the type and extent of analyses applied to arrive at opinions or conclusions. The scope of this appraisal and ensuing discussion in this report are specific to the needs of the client, other identified intended users and to the intended use of the report. This report was prepared for the sole and exclusive use of the client and other identified intended users for the identified intended use and its use by any other parties is prohibited. The appraiser is not responsible for unauthorized use of the report. The appraiser's certification appearing in this appraisal report is subjectto the following conditions and to such other specific conditions as are set forth by the appraiser in the report. All extraordinary assumptions and hypothetical conditions are stated in the report and might have affected the assignment results. 1. The appraiser assumes no responsibility for matters of a legal nature affecting the property appraised or title thereto, nor does the appraiser render any opinion as to the title, which is assumed to be good and marketable. The property is appraised as though under responsible ownership. 2. Any sketch in this report may show approximate dimensions and is included only to assist the reader in visualizing the property. The appraiser has made no survey of the property. 3. The appraiser is not required to give testimony or appear in court because of having made the appraisal with reference to the property in question, unless arrangements have been previously made thereto. 4. Neither all, nor any part of the content of this report, copy or other media thereof (including conclusions as to the property value, the identity of the appraiser, professional designations, or the firm with which the appraiser is connected), shall be used for any purposes by anyone but the client and other intended users as identified in this report, nor shall it be conveyed by anyone to the public through advertising, public relations, news, sales, or other media, without the written consent of the appraiser. 5. The appraiser will not disclose the contents of this appraisal report unless required by applicable law or as specified in the Uniform Standards of Professional Appraisal Practice. 6. Information, estimates, and opinions furnished to the appraiser, and contained in the report, were obtained from sources considered reliable and believed to be true and correct. However, no responsibility for accuracy of such items furnished to the appraiser is assumed by the appraiser. 7. The appraiser assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures, which would render it more or less valuable. The appraiser assumes no responsibility for such conditions, or for engineering or testing, which might be required to discover such factors. This appraisal is not an environmental assessment of the property and should not be considered as such. 8. The appraiser specializes in the valuation of real property and is not a home inspector, building contractor, structural engineer, or similar expert, unless otherwise noted. The appraiser did not conduct the intensive type of field observations of the kind intended to seek and discover property defects. The viewing of the property and any improvements is for purposes of developing an opinion of the defined value of the property, given the intended use of this assignment. Statements regarding condition are based on surface observations only. The appraiser claims no special expertise regarding issues including, but not limited to: foundation settlement, basement moisture problems, wood destroying (or other) insects, pest infestation, radon gas, lead based paint, mold or environmental issues. Unless otherwise indicated, mechanical systems were not activated or tested. This appraisal report should not be used to disclose the condition of the property as it relates to the presencelabsence of defects. The client is invited and encouraged to employ qualified experts to inspect and address areas of concern. If negative conditions are discovered, the opinion of value may be affected. Unless otherwise noted, the appraiser assumes the components that constitute the subject property improvement(s) are fundamentally sound and in working order. Any viewing of the property by the appraiser was limited to readily observable areas. Unless otherwise noted, attics and crawl space areas were not accessed. The appraiser did not move furniture, floor coverings or other items that may restrict the viewing of the property. 9. Appraisals involving hypothetical conditions related to completion of new construction, repairs or alteration are based on the assumption that such completion, alteration or repairs will be competently performed. 10. Unless the intended use of this appraisal specifically includes issues of property insurance coverage, this appraisal should no[ be used for such purposes. Reproduction or Replacement cost figures used in the cost approach are for valuation purposes only, given the intended use of the assignment. The Definition of Value used in this assignment is unlikely to be consistent with the definition of Insurable Value for property insurance coverage/use. 11. The ACI General Purpose Appraisal Report (GPART"') is not intended for use in transactions that require a Fannie Mae 1004IFreddie Mac 70 form, also known as the Uniform Residential Appraisal Report (URAR). Additional Comments Related To Scope Of Work, Assumptions and Limiting Conditions None Produced using ACI software. 800.234.8727 www.aciweb.cam This form Coovnaht W 2005-7008 ACI ^ivision of Isn Claims SPrvires Inc All QIOhfS QPCPNPA ~ Page 1 of 2 (gPARTM) General Purpose Appraisal Report 12!2005 GP.4RLIM_OS 08112008 File No. 10-0056 Appraiser's Certification The appraiser(s) certifies that, to the best of the appraiser's knowledge and belief: 1. The statements of fact contained in this report are true and correct. 2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are the appraiser's personal, impartial, and unbiased professional analyses, opinians, and conclusions. 3. Unless otherwise stated, the appraiser has no present or prospective interest in the property that is the subject of this report and has no personal interest with respect to the parties involved. 4. The appraiser has no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. 5. The appraiser's engagement in this assignment was not contingent upon developing or reporting predetermined results. 6. The appraiser's compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. 7. The appraiser's analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. 8. Unless otherwise noted, the appraiser has made a personal inspection of the property that is the subject of this report. 9. Unless noted below, no one provided significant real property appraisal assistance to the appraiser signing this certification. Significant real property appraisal assistance provided by: Additional Certifications: None Definition of Value: XC~ Market Value ~ Other Value: Source of Definition: USPAP The most probable price in terms of money which a property should bring in competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus. ADDRESS OF THE PROPERTY APPRAISED: 302 Wildwood Road Carlisle, PA 17015-8943 EFFECTIVE DATE OF THE APPRAISAL: March 18, 2010 APPRAISED VALUE OF THE SUBJECT PROPERTY $ 220,000 APPRAISER Signature: Name: Stan A. Skowronek State Certification # RL001572L or License # or Other (describe): State #: State: PA Expiration Date of Certification or License: June 30, 2011 Date of Signature and Report: 04/01/2010 Date of Property Viewing: 03/18/2010 Degree of property viewing: XO Interior and Exterior ~ Exterior Only ~ Ditl not personally view SUPERVISORY APPRAISER ---~" r ~ ~~ Signature: Name: Steven W. Barrett, SRPA, SRA, ASA State Certification # GA000298L or License # RB026921 A State: PA Expiration Date of Certification or License: June 30, 2011 Date of Signature: 04/01/2010 Date of Property viewing: 03/18/2010 Degree of property viewing: XD Interior and Exterior ^ Exterior Only ~ Did not personally view ______ __.. , ...., ,,,,,,,,,,,,,, ,,,,,,,~,,. ,,, ~, ,,,,., ,,,,,,~,,,,,~,,, ,,,,, irnm wpynynr ~r cuuo~zuue Aa ulvislon or ISO claims Services, Inc., All Righ6 Reserved. Page 2 of 2 (gPARTM) General Purpose Appraisal Report 1212005 GPARLIM_OS 08112008 ''-' ~:~..,°~~~~~'~•~~ ~~ ~-.,°,t S.W. Barrett Real Estate 8< Appraisal Services FLOORPLAN Client: Griffie 8~ Associates File No.: 10-0056 Pro er Address: 302 Wildwood Road Case No.: City Carlisle State: PA Zip: 17015 ~i ~ ,, / /' /`~ 1.~~ «h ~C~ ~ ~~ '~'~~ // Bath Bath ~ / ,~, Bedroom Bedroom / ~/// / °~''~ /r~ ~U /' /~~"/ Living Kitchen ~~ ~ ~ ,~/ ~ ,/ ,/~ ~ % ~a~ ~~ `~ i /~ Sketch by Apex IV WindowsT"^ i Code AREA CALCULATIONS SUMMARY Description Size Totals GLA1 First Floor 1218.00 1218.00 P/P Covered Stoop 60.00 Concrete Patio 192.00 252.00 GAR One Car Garage 348.00 348.00 ~_. 1 I ~,' `~ }~, {~~ )~qq {{E6 TOTAL LIVABLE (rounded) 1218 d? _, ,, LIVING AREA BREAKDOWN Breakdown Subtotals First Floor :4 29.0 x 42.0 1218.00 j C' { N J ~ 1 1 Area Total (roun ded) jj f, 1218 Client: Griffie ~ Associates Property Address: 302 Wildwood Road City: Carlisle SUBJECT PROPERTY PHOTO ADDENDUM File No.: Case No.: State: PA 10-0056 Zip: 17015 FRONT VIEW OF SUBJECT PROPERTY Appraised Date: March 18, 2010 Appraised Value: $ 215,000 REAR VIEW OF SUBJECT PROPERTY STREET SCENE Client: Griffie ~ Associates Property Address: 302 Wildwood Road City: Carlisle State: PA File No.: 10-0056 Case No.: Zip: 1701 Second house -addressed as 601 Grahams Woods Road Storage Building No. 1 Storage Building No. 2 Client: Griffie 8 Associates File No.: 10-0056 Property Address: 302 Witdwood Road _ Case No City: Carlisle State: PA Zip' 17015-8943 Grahams Woods Road COMPARABLE PROPERTY PHOTO ADDENDUM Client: Griffie & Associates File No.: 10-0056 Pro erty Address: 302 Wildwood Road Case No.: Ci :Carlisle State: PA Zi :17015 COMPARABLE SALE #1 3133 Enota Road Carlisle 17015 Sale Date: 07/24/2009 Sale Price: $ 173,000 COMPARABLE SALE #2 722 Grahams Wood Road Newville 17241 Sale Date: 03/15/2010 Safe Price: $ 124,900 COMPARABLE SALE #3 240 McAllister Church Road Carlisle 17015 Sale Date: 03/27/2009 Sale Price: $ 135,000 LOCATION MAP Client: Griffie & Associates File No.: 10-0056 Property Address: 302 Wildwood Road Case No.: City: Carlisle State: PA Zip: 17015 ~~ .. __ -- ~ "l ~ L' • _ ~~ : ~, .~ ' . h fi 4f` i. ~t~ .....- !If ... _. !V J 'pErrtlervi#e -.... ~, ..~ al Q ~ _ _ ,~~~ _ 4. ~. ~ .. ( ~ •' ~ r`d"t ~ Comparable Sale 2 722 Grar~ams Wood Road ~~ '~ ~~~ r' ` Comparable Saie 1 ; Ne~,~vilie, PA 17241 ~ ~~}. '~` ~ 3133 Enola Road ~ - ~ ~ ~ ~0.79 miles {'JI~~/+!) ~ - -a.~, il ,~ `i ~ ~ ~~~~~ ~~ Carlisle, PA 17015 I il ~'~ ;~ r =$ %,.. _ .. ;} ,. ab (2.73 m es EfUE~ ~ ' y., ~~ 'VJ ~ ,. v a, I I l 'k --- i ;` ee i= t` _ :. `;, 4 r, {s4 -~~ .-. - ii ~.T Ji ri ___. - ...._._ __.__ 11 ~ = ~ ~ .~._ ~ _...._ = - it ` - ,,_ .-',+ . _ r~' ~;4 ~~~ Sub?ect ~_ "`~Y~ ` f'I ~+~ 302 Vtlildwood Road ',~rl `~`~ ~~ -~- ~ _ -- -` {;1 _ --. `° ' '~ Carlisle, PA 17015 . - ._~~ ~~ ~-- - ~ ~ : . ~'v. . gda~a. - ... _ - -- ~,~ _ _ fi 1~ ~ ii .~'~~ ^ ~ '~~I s~ ~ ~~o ~ , irk : i ~t „ I di l~ I<< ;, , > It~~'~~ k~E' ;, f~ ~~ ''' t li : : ~.~~ , K ~: ^ : _ ^• _ : ;, r I ~. --- ~~,:., .. }{ '111 I ~ ~~$ it '" ,~, _. ,, . „ s+ ~, v ~' .,~ .y _ ~~' ~ / ~, ~ Il~f {y {r} d' {I ~ ~ ,. ~ ~ J ~~, ~~~ r, ~ I ~ ~ till _ ' i . :~ ~ [ti'~Y ~.. ,~ - fr- ~~ ~; _, --~~~ sf S~ - 1 ~ .. ~ - 5 ~~ ' ~ 14 ~ ' ~ ai ~~~"~' it I:' - .. ~6 .. ~~ --::- - ~'- !I ` ~ ~ °.. . .. ~? ~.. _ __ r~ a •, a Ei ~i ~ ~~` ,, I , ~~ if N ~~ ~~ ; _ - ~.. t, ,- - ~t __._ _ J - -- - _. -- ' !LY it I ~,.. II.,,...rr,,.w~d"j•• ~ .mw+ d -~_~.~ '" _ ,~~ ,, s :.w :>a~"`I''...+ _ ~„',' e. , emaw. a.ui,.,. ~ '~, _ ~ t , ~~ , :~ - ~ ~ v $~ it II n ~{ ~ 17I 4Gi IAFr~ jl ~- - - ~ ~: ~~. It y 1 ._.... ~..._. ._.. ~ til 14 { ~ t~ ~ ~11 ~ ~'~ h' + t I ~~. Qf 4?~ ~ l~11 {h. ~~ , . ~, V~~ ~'. X2010 tdicrosoRCotQ X2008 HAVTEQ,anOforTete AGasaac. Client: Griffie & Associates File No.: 10-0056 Property Address: 302 Wildwood Road Case No.: City: Carlisle State: PA Zip: 17015-8943 Ft~odl~lla~~ Legend Fkao~l Zvr~es Aureas ~ti,rwla~ed b~ sod-dear tAooc~ug Arm ods,~we arms 1at~- and! ~aa-y~r nQO~rr,~ arras r~awsar,~a ay t+oa~raar n+aog arms frwtidtalra Dy 1ar ilaa~y with ~ ~aaxra Floafhrayr arias Flaoy arras wiNh +~Iact~y h~8hi arts of um~d~+srrnirwrd 1~ passlbk Aaod ha~tards Atta# A01 ~ t-11 ar-'y pul~ishad FiRxA F'ta~d tnfarlrtra#ian Ca+mmurr~ly~ 4~ 1588 -UPPER FFtA1+1KF~?FCD, TClWW1'J~HIP OF Pra~er#.y+ is r~o~ in a FEMA special ftncxi toazard area_ Map Numlaer, 4215$ 002E Map I]~ate; 2009U31~ Parcel: 02a2E I*IPS: 42041 Z~ir'ie; !C tJ$i1E1+~1` Trana±°4~~ FIB M~i~~rq G9~rl~TiC~tic~1 (7Ft~G}nor A.~1 rtl~k~ art~r re~,r~sentat{ana or warranties ~ any F-&~Y cc,r-r~enting the coruant, accurate ar cornpl~teness n[ flair ~laad repirrt, irtcbuding an+~ warranty of merc~ar-~a~riiity or ~~~+~ t+ar ;~ p8rtit~ar i~p~_ Fri~ith~r T'~H'C ~f ACl nac ih~s !~Ilat of then f1aQd ra~ri shack have any fla6~llityr iu an~r ~rr~i party far aa~r use ar misuse at tt-iis flc-it-d ~~parX_ Unincorporated Towns Parcels Counties Roads Afly Minor Hydro _ _. 2007 Orthophotography ---Minor Road Major Hydro ®Red: Band_1 -State Road Green: Band_2 =Interstate Water Bodies ~. Blue: Band_3 Cumberland County PA File No. 10-0056 *~'~****** QUALIFICATIONS *~"~****** The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during the inspection of the subject property, the comparables sales, and their neighborhoods and locations. Unless otherwise noted, the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. 1. The subject is located in a rural area and is less than 25°I° built-up. 2. Commercial/Industrial uses are located within the subject"s neighborhood. These uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _x_4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. 5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. 6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _x_7. The subject property is serviced by private well and/or septic systems which is common for the area. _x~8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. 9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. 10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. 11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. 12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. 13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and common. _x_14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar comparables on that individual rating. A!I comparables used are the best available. _x_15. Total adjustments exceed 25%. This is due to the lack of comparable safes that were more similar in the subject's market area. All comparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sates in excess of six(6) months have to be used. All comparables used are the best available. _x_17. One or more comparables used were in excess of one (1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All comparables used are the best available. 18. The electrical system was not connected during inspection. 19. The water service was not connected during inspection. 20. The heating system was shut down during inspection. 21. Roofing Plumbing Electrical Heating certification(s) is/are suggested. 22. Inground swimming pool ,out buildings are included ,not included according to lender's guidelines. 23. According to lender's guidelines a maximum of acres were considered for this valuation. Remaining acreage was given no value. File No. 10-0056 ~'~'~****** QUALIFICATIONS ***'"`***** 24. The subject property is located on a private road. 25. Wood infestation inspection is suggested. _x_26. Last recorded deed transfer: Date_11/21/1973 ,Consideration: $11.00 27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. 28. Seller is paying part or all of dosing costs. _x_29. All comparable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. ' ~ Fife No. 10-0056 ********* QUALIFICATIONS ********* Confidentiality and Security Policy We consider privacy to be fundamental to our relationship with clients. We are committed to maintaining the confidentiality, integrity and security of clients' personal information. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. We restrict access to personal information to authorized individuals who need to know this information to comply with federal standards to protect your nonpublic personal information. We do not disclose this information about you or any former consumers or customers to anyone, except as permitted by law. The law permits us to share this information with our affiliates. The law also permits us to share this information with companies that perform marketing. When we share nonpublic information referred to above, the information is made available for limited purposes and under controlled circumstances. We require third parties to comply with our standards for security and confientiality. We do not permit use of consumer/customer information for any other purpose nor do we permit third parties to rent, sell, trade or otherwise release or disclose information to any other party. Education As of the date of this report, land/or Steven W. Barrett, SRPA, SRA, ASA have completed the requirements under the continuing education program of the Appraisal Institute and the American Society of Appraisers. SCHEDULE «B» JPMorgan Chase Bank, N.A. P.O. Box 64504 St. Paul, MN 55164-0504 www.adr.com/shareholder November 03, 2010 GRIPPE & ASSOCIATES ATTN BRADLEY L GRIPPE 200 NORTH HANOVER STREET CARLISLE PA 17013 Regarding: FINANCIAL CONFIRMATION Dear BRADLEY L GRIPPE, Account Number: 7000441582 Registration: HELEN L WEiGEL Creation Date: 01!21!2005 Issue Name of Stock: BANCO SANTANDER CAP Total Share Balance on 02/12/2010: 66.004 Closing Price per Share on 02/12/2010: $ 13.16 Ticker Symbol for the Company is: STD It is exchanged or traded on: NYSE Request Number: 8450722 ID Number: PB74681 WFType: CO Please note that as a depositary, we are not directly connected to the stock market. The above price is given as an estimate and is not a guarantee of a specific price. If you have any questions, please call our Shareowner Relations Department at 1-800-990-1135. Sincerely, Shareholder Communications Enclosures: Latculatea 'v ate of Your Yaper savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2010 Yage 1 of 2 Total Price Total Value Total Interest YTD Interest $14,875.00 $53,394.49 $38,519.49 $725.06 Bonds: 1-90 of 90 Serial # Series Denorn Issue Date Next Accrual Final Maturity Issue Price Interest Interest Rate Value Note C80027259EE ` EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 L2157603576E E $50 06/1979 06/2009 $37.50 $181.68 $219.18 MA _ L261000221EE EE $50 08/1986 08/2010 08/2016 $25.00 $64.14 4.00% $89.14 L188012711EE EE $50 09/1985 09/2010 09/2015 $25.00 $67.74 4.00% $92.74 - L188012710EE EE $50 09/1985 09/2010 09/2015 $25.00 $67.74 4.00% $92.74 L188012700EE EE $50 07/1985 07/2010 07/2015 $25.00 $67.74 4.00% $92.74 L188012701EE EE $50 07/1985 07/2010 07/2015 $25.00 $67.74 4.00% $92.74 L188012699EE EE $50 07/1985 07/2010 . 07/2015 $25.00 $67.74 4.00°l0 $92.74 L188012698EE EE $50 07/1985 07/2010 07/2015 $25.00 $67.74 4.00% $92.74 D8884166EE EE $500 01/1986 07/2010 01/2016 $250.00 $659.40 4.00% $909.40 ~ D8116230EE EE $500 09/1985 09/2010 09/2015 $250.00 $677.40 4.00% $927.40 D8116228EE EE $500 09/1985 09/2010 09/2015 $250.00 $677.40 4.00% $927.40 D010267828EE EE $500 01/1986 07/2010 01/2016 $250.00 $659.40 4.00% $909.40 M23497471EE EE $1,000 04/1987 04J2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497469EE EE $1,000 04/1987 04/2010 04j2017 $500.00 $1,040.80 4.00% $1,540.80 M23497470EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497468EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497473EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497466EE EE $1,000 04/1987 04J2010 04J2017 $500.00 $1,040.80 4.00% $1,540.80 M23497467EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497472EE EE $1,000 04/1987 :04/2010. 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497466EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M14478685EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478684EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478683EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478682EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478681EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00°!0 $1,818.80 M14478680EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 K91$8190EE EE $75 12/1980 06/2010 12/2010 $37.50 $183.72 4.00% $221.22 K10840737EE EE $75 01/1981 07/2010 01/2011 $37.50 $183.72 4.00°l0 $221.22 K10840779EE EE $75 02/1981 08/2010 02/2011 $37.50 $183.72 4.00% $221.22 K9188002EE EE $75 05/1980 05/2010 05/2010 $37.50 $208.68 4.00% $246.18 K9188112EE EE $75 08/1980 08/2010 08/2010 $37.50 $208.68 4.00% $246.18 K10840779EE EE $75 02/1981 08/2010 02/2011 $37.50 $183.72 4.00% $221.22 K1234043EE EE $75 04/1980 04/2010 04/2010 $37.50 $206.25 4.00% $243.75 K1234026EE EE $75 01/1980 01/2010 $37.50 $211.11 $248.61 MA K1234034EE EE $75 02/1980 02/2010 $37.50 $211.11 $248.61 MA K1234041EE EE $75 03/1980 03/2010 $37.50 $211.11 $248.61 MA K9188055EE EE $75 06/1980 06J2010 06/2010 $37.50 $208.68 4.00% $246.18 K9188134EE EE $75 09/1980 09J2010 09J2010 $37.50 $208.68 4.00% $246.18 K44121462EE EE $75 07/1985 07J2010 07/2015 $37,50 $101.61 4.00% $139.11 K44121463EE EE $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 K9188158EE EE $75. 11/1980 05/2010 11J2010 $37.50 $183.72 4.00% $221.22 K44121460EE EE $75 07/1985 07J2010 07J2015 $37.50 $101.61 4.00% $139.11 K10840830EE EE $75 03/1981 09/2010 03J2011 $37.50 $183.72 4.00% $221.22 K9188139EE EE $75 10/1980 04/2010 10/2010 $37.50 $203.85 4.00% $241.35 K44121461EE EE $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 http://www.treasurydirect.gov/BC/SBCPrice 3/3/2010 SCHEDULE «E» M~T'Barik 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Phone (888)502-4349 Fax (302)934-2955 Mazch 4, 2010 Griffie & Associates 200 north Hanover Street Carlisle, PA 17013 Re: Estate of: Helen L Weibel Social Security: 202-20-0439 Date of Death: February 12, 2010 Dear Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Certificate of Deposit Account Number 31003915940471 Ownership (Names o, f) ~ Helen L Weigel Opening Date 11/01/06 closed 03/03/10 Balance on Date of Death $ 5623.32 Accrued Interest $ 16.50 ............................................................................................................................................................................ _. Total $ 5639.82 2. Type of Account Checking Account Account Number 2676044049 Ownership (Names o, fl Helen L Weigel Opening Date 09/01/67 closed 03/03/10 Balance on Date of Death $ 8954.14 Accrued Interest $ 0.16 Total $ 8954.30 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number andlor name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures ancUor reimbursement of funds, etc., please contact our Spring Garden branch, 100 south Spring Garden Street, Carlisle, PA 17013. ice # 717-240-4252. Sincerely, No issa Sears Adjustment Services St ~, MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner VISA CREDIT CARD ACCOUNT: Account Number Date Account Established Balance at Date of Death Name of Joint Cardholder 43095-00 06/15/1984 $2,364.20 $.21 $2, 364.41 None 43095-41 01 /13/2009 $6,438.77 $6.40 $6,445.17 Patsy L. Weigel 43095-42 01/13/2009 $17,589.32 $5.30 $17,594.62 Patsy L. Weigel 43095-43 11 /04/2009 $8,024.21 $3.00 $8,027.21 Patsy L. Weigel 4672090000308130 09/01/1987 $0.00 None "Opened by transfer of funds from CD 43095-40 established on 02/14/2008 showing Patsy L. Weigel as joint. MEMBERS 1ST FEDERAL CREDIT UNION l~~ Lei h-Anne Stallin s 9 9 Lending Insurance Support March 15, 2010 Estate of: Helen L. Weigel Date of Death: February 12, 2010 Social Security Number: 202-20-0439 5000 Louise Dri~re P.O. Box 40 Mechanicsburg, Penns~~lvania 17055 (800) 283-2328 ~~~vmemberslstor~ ODOMETER STATUS U =ACTUAL MILEAGE - 1 =MILEAGE EXCEEDS THEMECHANICAL' - LIMITS 2 =NOT THE ACTUAL MILEAGE 3 = NOTTHE ACTUAL MILEAGE-ODOMETER ' TAMPERING VERIFIED a~y,y" ~{,,~(- ~- ~ 4 =EXEMPT FROM ODOMETER DISCLOSURE REGISTERED OWNER(S) ~~~.~~r~, 'I-' J ~~~.:~77~~ TITLE BRANDS ,,., -~`t i A =ANTIQUE VEHICLE C =CLASSIC VEHICLE ~,. ~i'~.IG~L ~~~ r)~u,rfrrte~,, ,,; leier,Hl~r,r.iltitTn ~~">- ~,~ ~ ~~ L,,.r- ~ F' D =COLLECTIBLE VEHICLE F =OUT OF COUNTRY ~.-o`f'f! ~ t_t T,~~ t'1~ r'1 fl~t"~ b A ' ~ ~ G ~ ORIGINALLY MFGD:-FOH NON-U.S. t,} T11.L l.J iJi,.1;J 1~i1 DISTRIBUTION - - H =AGRICULTURAL VEHICLE ' C~~~ ~ ~~~ ~A ~~~~~ L =LOGGING VEHICLE P ISANAS A POLICE VEHICLE R = RECONSTRUCTED S =.STREET ROD T =RECOVERED THEFT VEHICLE V =VEHICLE CONTAINS-REISSUED VIN ~W --6LOOD VEHICLE ~ - ~~ FIRST LIEN FAVOR OF: .SECOND LIEN FAVOR OF X =` ISNVAS A TAXI - It a second iienholder is .listed upon satisfaction of the first lien, 'the first lienholder must. forward this Title to the Bureau. of Motor Vehicles .with'-the FIRST IEN RELEASED appropriate Corm and fee. - DATE - ' BY SECOND LIEN RELEASED AUTHORIZED REPRESENTATIVE DATE ` MAILING ADDRESS BY f. AUTHORIZED REPRESENTATIVE ~l~~.EN L ~iEIG~~ 3D~ ~IILD~l00D RD ~~~LISL~ PA ~,701,~ ® I certify as o1 the date of issue, the official records of the Pennsylvania Department of TransportaUOn reflect that the personts) or company named herein Is lire lawiui owner ~ ~ of the said vehicle. SUBSCRIBED AND SWORN TO. BEFORE. ME: ~' SIGNATI PERSON ADrAINISTERING OATH -J J 7 TM~ understonen hereby makes aD0licalion for Certilicele of Tale to the vehicle descdberl aDbve, sUbiecl to tha encumbrances and other. legal claims set IOrth here. V .SIGNATURE OF APPLICANT OR AUTHORIZED SIGMEP 'J SIGNATURE OF CO-APPLICANT/TITLE OF AUTHORIZED SIGNER • Y ~ ~ ~LL~t~ D BI~HL~R Secretary of Transportation If a co-purchaser other than your spouse is listed and you want the title to be listed as "Joint Tenants With Right of Survivorship" (On death of one owner, title goes to surnving owner.) CHECK HERE O. Otherwise,'the. title j will be issued: as "Tenants in Common" (On death of one owner, interestrof ~ .deceased owner goes to his/her heirs or estate). 1ST LIEN DATE: • IF NO LIEN: CHECK ' 1ST LIENHOLDER i STREET i ~ CITY STATE ZIP. + FINANCIAL INSTITUTION NUMBER 2ND LIEN DATE. • IF NO LIEN, CHECK I 2ND LIENHOLDER i ! STREET i I CITY STATE ZIP FINANCIAL INSTITUTION NUMBER ---~ --_. .._~. .~~...._......~.r.r.~.i_'.Tyr.~iv~ll~h7fill'~711193',4Tatt~':!~ ~-T--- ~±~u.~ aaturn L ~uU -Private Party Pricing Keport -Kelley Blue Book . ~le~ ~~ue ~o~~t THETRUfiTElr7 RE50URGE l~h.tntr advertisement 2003 Saturn L200 Sedan 4D ~I.EIE BDO~~ f'RlVA~E f~~RT'l VALUE Condition Value Excellent $4,125 ~+~' Good $3,750 {Selected) Fair $3,275 Vehicle Highlights (Mileage: 54,000 ;Engine: 4-Cyl. 2.Z Liter !Transmission: Automatic 1Drivetrain: FWD Y - ~; 'Selected Equipment Standard LAir Conditioning Power Door Locks AMJFM Stereo (Power Steering lilt Wheel Dual Front Air Bags iPOwer Windows Cruise Control L__~_~~~---_____~___ _ __ .__--- ------•--_......------._-__..----------- ______. ------ Blue Book Private Party Value Keliey Blue Book Private Party Value is the amount a buyer can expect to pay when buying a used car from a private party. The Private Party Value assumes the vehicle is sold "As Is" and carries no warranty (other than any remaining factory warranty). The final sale price may vary depending on the vehicle's actual condition and local market conditions. This value may also be used to derive Fair Market Value for insurance and vehicle donation purposes. _ Vehicle Condition Ratings Excellent ~~~; $4,125 • Looks new, is in excellent mechanical condition and needs no reconditioning. • Never had any paint or body work and is free of rust. • Clean title history and will pass a smog and safety inspection. • Engine compartment is clean, with no fluid leaks and is free of any wear or visible defects. • Complete and verifiable service records. Less than 5%, of all used vehicles fall into this category. ~ Good (Selected) t~",4 $3,750 • Free of any major defects. • Clean title history, the paints, body, and interior have only minor (if any) Page 1 of 2 amend to Printer advertisement ~----- Close Window http://www.kbb.com/kbb/UsedCars/PricingReport.aspx?Yearld=2003&Milea;7e=54000&Ve_.. ~/4/?fll ~ ,~ ~ ~aLUrn _I/~vv - rrlvate tarty Yrlcing Keport -Kelley Blue Book Page 2 of 2 blemishes, and there are no major mechanical problems. • Little or no rust on this vehicle, • Tires match and have substantial tread wear left. • A "good" vehic{e will need some reconditioning to be sold at retail. Most consumer owned vehicles fall into this category. Fair ~.,~ $3, 275 • Some mechanical or cosmetic defects and needs servicing but is still in reasonable running condition. • Clean title history, the paint, body and/or interior need work performed by a professional. • Tires may need to be replaced. • There may be some repairable rust damage. Poor ,~,w, ~ ,~.~.._ N / A • Severe mechanical and/or cosmetic defects and is in poor running condition. • May have problems that cannot be readily fixed such as a damaged frame or arusted-through body. • Branded title (salvage, flood, etc.) or unsubstantiated mileage. Kelley Blue Book does not attempt to report a value on a "poor" vehicle because the value of these vehicles varies greatly. A vehicle in poor condition may require an independent appraisal to determine its value. * Pennsylvania 3j4/2010 httpa/www.kbb.comli~bb/L1sedCarslPricingReport.asnx?YParT~=~~n~ R-T ~-~ ~-- - - r Sovereign Bank ESTATE OF Helen L Weigel SOCIAL SECURITY #: 202-20-0439 DATE OF DEATH: February 12, 2010 Account #: 031 1092543 Type: Checking Open date: 8/28/2008 In the name of: Helen L Weigel (Patsy L Weigel POA) Date of Death Balance: $1,145.29 Int.(YTD) from l I1 /2010 to 1 /22/20 ] 0 $0.01 Accrued interest to date of death: X0.00 Other info: Account #: 1674063997 Type: Money Market Open date: 7/29/2009 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: ~ 13,004.54 Int. (YTD j from 1 / 1(2010 to 1 /22/2010 $ 5.3 8 Accrued interest to date of death: X3.52 Other info; Account #: 298543110 Type: CD Open date: 8/17/2007 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: X44,566.35 Int.(YTD} from 1 /1 /2010 to 1131 /2010 ~ 102.45 Accrued interest to date of death: X52.97 Other Info: Account #: 28=95367825 Type: CD Open date: 8/29/2002 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 7/29/09 for $12,821.69 Account #: 2895461834 Type: CD Open date: 12/11 /2003 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD} from to Accrued interest to date of death: Other Info: closed 11/17/09 for X82,493.15 Page 1 of 2 Sovereign Bank ESTATE OF Helen L Weigel SOCIAL SECURITY #: 202-20-0439 DATE OF DEATH: February 12, 2010 Account #: 2895469738 Type: CD Open date: 2/12/2004 In the name of: Helen L Weigel or Patsy L V~~eigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 1/13/09 for$17,059.00 Account #: 2895546899 Type: CD Open date: 10/14/2008 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed l 0119109 for$10,392.03 Page2of2 SCHEDULE "F ~aicutatect 'Value of Your Yaper Savings Bond(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 02/2010 Page 1 of 1 Total Price Total Value Total Interest YTD Interest 537.50 2 064.98 1 527.48 40.83 Bonds: 1-2 of 2 Issue Next Finat Serial # Series Denom Issue Interest Interest Value Not pate Accrual Maturity Price Rate K9188073EE EE $75 07/1980 07/2010 07/2010 __ $37.50 $208.68 : 4.00% $246.18 ~012673197EE EE $1,000 01/1986 07/2010 01/2016 $500.00. $1,318.80 : 4.00% $1,818.80 Totals for 2 Bonds $537.50: $1,527.48 $2,064.98 Notes NI Not Issued NE Nat eligible for payment P5 Includes 3 month interest penalty _. __ __ MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 3/16/20 ] 0 Calculated v ague o~ Your raper savings tsonci(s) Calculated Value of Your Paper Savings Bond(s) Calculator Results for Redemption Date 03/2010 Yage ] ot~ 2 Total Price Total Value Total Interest YTD Interest $14,875.00 $53,394.49 $38,519.49 $725.06 Bonds: 1-90 of 90 Serial # Series Denom Issue Next Final Date Accrual Maturity Issue Price Interest Interest Rate Value Not C80027259EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 L2157603576E: E $50 06/1979 06/2009 $37.50 $181.68 $219.18 MA L188012711EE ` EE $50 09/1985 09/2010 _. _ 09/2015 $25.00 $67.74 4.00% $92,74 L188012710EE EE $50 09/1985 09/2010 __ _. __ 09/2015 $25.00 $67.74 4.00% $92.74 L188012700EE : EE $50 07/1985 07/2010 07/2015 $25.00 $67.74 4.00% $92.74 L188012701EE EE $50 07/1985 07/2010 . 07/2015, $25.00. $67.74 4.00% $92.74 L18$012699EE ~ EE $50 07/1985 07/2010 : 07/2015 $25.00 $67.74 4.00% $92.74 L188012698EE ~ EE $50 07/1985 07/2010 07/2015 $25.00 $67.74 4.00% $92.74 D8884166EE : EE $500 01/1986 07/2010 01/2016 $250.00 $659.40 4.00% $909.40 D8116230EE' EE $500 09/1985 09/2010 09/2015 $250.00 $677.40 4.00% $927.40 D8116228EE : EE $500 09/1985.09/2010 09/2015 $250.00 $677.40 4.00% $927.40 _ ~' D010267828EE EE $500 01/1986 07/2010 01/2016 $250.00 $659.40 4.00°l0 $909.40 M23497471EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497469EE EE $1,000 04/1987:04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497470EE: EE $1,000 04/1987; 04/2010 04/2017_ $500.00 $1,040.80 4.00% $1,540.80 M23497468EE~ EE $1,000 04/1987:04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497473EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.$0 4.00% $1,540.80 M23497466EE EE $1,000 04/1987.04/2010 __ 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497467EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.$0 4.00% $1,540.80 M23497472EE EE $1,000 04/1987 04/2010 04/2017 $500.00 $1,040.80 4.00% $1,540.80 M23497466EE EE $1,000 04/19$7 04/2010 04/2017 $500.00 $1,040.80 4.00% $1x540.80 M14478685EE EE $1,000, 03/1986.09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M144786$4EE.. EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478683EE~ EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1x818.80 M14478682EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1x818.80 M14478681EE EE $1,000 03/1986 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 M14478680EE: EE $1,000 03/1986; 09/2010 03/2016 $500.00 $1,318.80 4.00% $1,818.80 K9188190EE EE $75 12/1980; 06/2010 12/2010 $37.50 $183.72 4.00% $221.22 K10840737EE EE ~ $75.01/1981 07/2010 01/2011 $37.50 $183.72 4.00% $221.22 K10840779EE; EE $75 02/1981 08/2010 02/2011 $37.50 $183.72 4.00% $221.22 K9188002EE EE $75 05/1980 05/2010 05/2010 $37.50 $208.68 4.00% $246.18 K9188112EE EE $75 08/1980 08/2010 08/2010 $37,50 $208.68 4.00°l0 $246.18 K10840779EE: EE $75 02/1981.08/2010 02/2011 $37.50 $183.72 4.00% $221.22 K1234043EE: EE $75 04/1980 04/2010 04/2010 $37.50 $206.25 4.00°l0 $243.75 K1234026EE: EE $75 01/1980 01/2010 $37.50 $211.11 $248.61 MA K1234034EE EE $75 02/1980 02/2010 $37.50 $211.11 $248.61 MA K1234041EE EE $75 03/1980 03/2010 $37.50 $211.11 $248.61 MA K9188055EE EE $75 06/1980 06/2010 06/2010 $37.50 $208.68 4.00% $246.18 K9188134EE EE $75 09/1980 09/2010. 09/2010 $37.50 $208.68 4.00% $246.18 K44121462EE EE ~ $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 K44121463EE EE $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 K9188158EE' EE $75 11/1980 05/2010 11/2010 $37.50 $183.72 4.00% $221.22 K44121460EE ~ EE $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 K10840830EE EE $75 03/1981 09/2010 03/2011 $37.50 $183.72 4.00% $221.22 K9188139EE EE $75 10/1980 04/2010 10/2010 $37.50 $203.85 4.00% $241.35 K44121461EE EE $75 07/1985 07/2010 07/2015 $37.50 $101.61 4.00% $139.11 httpalwww.treasurydirect.gov/BC/SBCPrice ~~~~~~~ ~i `,a~~uia~cu v a1uC ut r uur raper ~aV1rigS tSOria(S) Page 2 of 2 ~84131873EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C84131874EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C84131875EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C84131877EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027258EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027260EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027267EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00°l0 $185.48 C80027261EE EE $100 07/1985 07/2010 07/2015 $50.00 . $135.48 4.00°Io $185.48 C$0027263EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C84131872EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185,48 C80027262EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027265EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027264EE EE $100 07/1985. 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 C80027266EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 R93844679EE EE $200 01/1993 07/2010 01/2023 $100,00 $147.84 4.00% $247.84 R24037066EE EE $200 09/1985 09/2010 09/2015 $100.00 $270.96 .4.00% $370.96 R24037071EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207375EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207369EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R2220?370EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207371EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207372EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207373EE EE $200 07/1985 07/2010 07/2015 $100.00 $270.96 4.00% $370.96 R22207374EE EE $200 07/1985 07/2010, 07/2015 $100.00 $270.96 4.00% $370.96 D12013133EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013136EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013134EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013137EE EE $500 09/1986 09/201.0 09/2016 $250.00 $641.40 4.00% $891.40 D12013138EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013139EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013144EE EE $500 09/19$6 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 C12013143EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013142EE EE $500 09/19$6 09/2010 09/2016 $250.00 $641.40 4.00°l0 $$91.40 D12013135EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00°l0 $891.40 D12013140EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D12013141EE EE $500 09/1986 09/2010 09/2016 $250.00 $641.40 4.00% $891.40 D8116227EE EE $500 07/1985 07/2010 07/2015 $250.00 $677.40 4.00% $927.40 D8116229EE EE $500 09/1985 09/2010 09/2015 $250.00 $677.40 4.00% $927.40 L2134971741E E $50 04/1979 04/2009 $37.50 $179.06 $216.56 MA L2134971892E E $50 02/1979 02/2009 $37.50 $179.06 $216.56 MA L2157603532E E $50 05/1979 05/2009 $37.50 $181.16 $218.66 MA L2157603714E E $50 08/1979 08/2009 $37.50 $181.68 $219.18 MA C84131876EE EE $100 07/1985 07/2010 07/2015 $50.00 $135.48 4.00% $185.48 Totals for 90 Bonds $14 875.00 $38 519.49 $53 394.49 Notes NI Not Issued NE Not eligible for payment P5 .Includes 3 month interest penalty MA Matured and not earnin interest http://www.treasurydirect.gov/BC/SBCPrice 3/3/2010 St MEMBERS 1St ' FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 43095-00 Date Account Established 06/15/1984 Principal Balance at Date of Death $2,364.20 Accrued Interest to Date of Death $.21 Total Principal and Accrued Interest $2,364.41 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-41* Date Certificate Established 01/13/2009 Principal Balance at Date of Death $6,438.77 Accrued Interest to Date of Death $6.40 Total Principal and Accrued Interest $6,445.17 Name of Joint Owner Patsy L. Weigel CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-42 Date Certificate Established 01/13/2009 Principal Balance at Date of Death $17,589.32 Accrued Interest to Date of Death $5.30 Total Principal and Accrued Interest $17,594.62 Name of Joint Owner Patsy L. Weigel CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-43 Date Certificate Established 11/04/2009 Principa{ Balance at Date of Death $8,024.21 Accrued Interest to Date of Death $3.00 Total Principal and Accrued Interest $8,027.21 Name of Joint Owner Patsy L. Weigel VISA CREDIT CARD ACCOUNT: Account Number 4672090000308130 Date Account Established 09/01 /1987 Balance at Date of Death $0.00 Name of Joint Cardho{der None "Opened by transfer of funds from CD 43095-40 established on 02/14/2008 showing Patsy L. Weigel as joint. MEMBERS 1ST FEDERAL CREDIT UNION C~~~ Leigh-Anne Stallings Lending Insurance Support March 15, 2010 Estate of: Helen L. Weigel Date of Death: February 12, 2010 Social Security Number: 202-20-0439 5000 I ouise Drive P.O. Box 40 Mechanicsburg, Penns~~lvania 17055 (800) 283-2328 ~~~~memberslst.org . ~ C~~s~rowN .:. FIN~NCTAL~ SERV;iCES,;.~NC. .:. A Trndicio+e of 1-..zrelk+icc: .. Bradley L. Griffie, Esq. Griffie & Associates 200 North Hanover Street Carlisle, PA 17013 1;'ax 243-5063 March 16, 2010 Re: Estate of Helen L. Wcigel Social Security Number 202-20-0439 Dare ai death February 12, 2010 1T' IS HEI2ERBY CERT.TFIE.D ?'HAT THE ABOVE NAMED DECEDENT, ON THE ABC7VE DATE, HAD THE ,FO.LLC~WING ACCOUNTS WITI!' ORRSTOI~N BANK: CERTIFICATE OF DEPOSITS Accaunt No. - ,A,ccount Type - Date opened - Joint Account (name / dated - Balance - Accrued Interest - 400002833 30 Gold Medal No Dep 8/25/08 Patsy Weigel 8 / 25 / 08 $ xo,ooo.ao $30~.2Q Accaunt Na. - Account T~rpe - Date opened - Joint Account (name/dale) - Balance - Accrucd Interest - 4pp0029434 Personal Jumbo GD 10/14/Q8 Patsy Weigel 10 / 14 / 08 $103,787.16 $244.09 st Regards, Vicki L. Gullixon Customer Service Specialist 7? East King Street, ShippGnsburg, Pennsylvania .17257 Sove1-eign Bank ESTATE OF Helen L Weigel SOCIAL SECURITY #: 202-20-0439 DATE OF DEATH: February 12, 20 ] 0 Account #: 031 1092543 Type: Checking Open date: 8/28/2008 In the name of: Helen L Weigel (Patsy L Weigel POA) Date of Death Balance: $1,145.29 Int.(YTD) from 1/1/2010 to 1/22/2010 $0.01 Accrued interest to date of death: $0.00 Other Info: Account #: 1674063997 Type: Money Market Open date: 7/29/2009 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $13,004.54 Int.(YTD) from 1/1/2010 to 1/22/2010 $5.38 Accrued interest to date of death: $3.~2 Other Info: Account #: 298543110 Type: CD Open date: 8/17!2007 In the name of: Helen L Weigel oz' Patsy L Weigel Date of Death Balance: $44,566.35 Int.(YTD) from 1 /1 /2010 to 1 /31 /2010 $102.45 Accrued interest to date of death: $52.97 Other Info: Account #: 2895367825 Type: CD Open date: 8/29/2002 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 7129109 fo1- $12,821.69 Account #: 2895461834 Type: CD Open date: 12/11 /2003 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 11/17/09 for $82,493.15 Page 1 of 2 So~~ereign Bank ESTATE OF Helen L Vileigel SOCIAL SECURITI' #: 202-20-0439 DATE OF DEATH: February 12, 2010 Account #: 2895469738 Type: CD Open date: 2/12!2004 In the name of': Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 1/13/09 for~17,059.0U Account #: 2895546899 Type: CD Open date: 10/14/2008 In the name of: Helen L Weigel or Patsy L Weigel I?ate of Death Balance: $O.UO Int.(YTD} from to Accrued interest to date of death: Other info: closed 10/19/09 for$10,392.03 Page 2 of 2 SCHEDULE «G» St MEMBERS 1St FEDERAL CREDIT UNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix 43095-00 Date Account Established 06/15/1984 Principal Balance at Date of Death $2,364.20 Accrued Interest to Date of Death $.21 Total Principal and Accrued Interest $2,364.41 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-41* Date Certificate Established 01/13/2009 Principal Balance at Date of Death $6,438.77 Accrued Interest to Date of Death $6.40 Total Principal and Accrued Interest $6,445.17 Name of Joint Owner Patsy L. Weigel CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-42 Date Certificate Established 01/13/2009 Principal Balance at Date of Death $17,589.32 Accrued Interest to Date of Death $5.30 Total Principal and Accrued Interest $17,594.62 Name of Joint Owner Patsy L. Weigel CERTIFICATES OF DEPOSIT: Account Number/Suffix 43095-43 Date Certificate Established 11/04/2009 Principal Balance at Date of Death $8,024.21 Accrued Interest to Date of Death $3.00 Total Principal and Accrued Interest $8,027.21 Name of Joint Owner Patsy L. Weigel " VISA CREDlT CARD ACCOUNT: ~ Account Number 4672090000308130 Date Account Established 09/01/1987 Balance at Date of Death $0.00 Name of Joint Cardholder None *Opened by transfer of funds from CD 43095-40 established on 02/14/2008 showing Patsy L. Weigel as joint. MEMBERS 1ST FEDERAL CREDIT UNION ~~ Lei h-Anne Stallings g Lending Insurance Support March 15, 2010 Estate of: Helen L. Weiigel Date of Death: February 12, 2010 Social Security Number: 202-20-0439 5000 Louise Drive P.U. Boa 40 Mechanicsburg, Penns}~lvania "17055 (800) 28.3-2328 ~~~~~melnberslst.org ~ 1 Sovereign Bank ESTATE OF Helen L Weigel SOCIAL SECURITY #: 202-20-0439 DATE OF DEATH: February 12, 2010 Account #: 0311092543 Type: C1lecking Open date: 8/28/2008 In the name of: Helen L Weigel (Patsy L Weigel POA) Date of Death Balance: $1,145.29 Int.(YTD) from 1/1/2010 to 1/22/2010 $0.01 Accrued interest to date of death: $0.00) Other Info: Account #: 1674063997 Type: Money Market Open date: 7/29!2009 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $13,004.54 Int.{YTD) from 1/1/2010 to 1/22/2010) $5.38 Accrued interest to date of death: $3.52 Other Info: Account #: 2985543110 Type: CD Open date: 8/17`2007 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $44,566.35 Int.(YTD) from 1 /1/2010 to 1 /31 /2010 $102.45 Accrued interest to date of death: $52.97 Other Info: Account #: 2895367825 Type: CD Open date: 8/29/2002 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to Accrued interest to date of death: Other Info: closed 7/29/09 for $12,821.69 Account #: 2895461834 Type: CD Open date: 12/11 /2003 In the name of: Helen L Weigel 01- Patsy L Weigel Date of Death Balance: $0.00 Int.{I'TD) from to Accrued interest to date of death: Other Info: closed 11/17!09 for $82,493.15 Page 1 of 2 Sovereign Bank ESTATE OF Helen L Weigel SC)CIAL SECURITY #: 202-20-0439 DATE OF DEATH: Feb1-uary 12, 2010 Account #: 2895469738 Type: CD Open date: 2/12/2004 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to . Accrued interest to date of death: Other info: closed 1/13!09 for$17,059.00 Account #: 2895546899 Type: CD Open date: 10/14; 2008 In the name of: Helen L Weigel or Patsy L Weigel Date of Death Balance: $0.00 Int.(YTD) from to . Accrued interest to date of death: Other Info: closed 10/19/09 for$10,392.03 Page2of2 COPY Ri Y ~1iry~UtA1;t~T. G}1t?C,K tIAGKG{iOUND A ~ "' - YE1iIFY?MEAU111t:NTICITY OF7h1i8fhULT1.7CNt?SEri'U T y„~~, ,~~.,••~:. ,~+.wl ~'`•`~ ~. ,~r~ ~r" h4 ~r •\w~•r. ,sr••,+. ~ti~t•a~vl~ ti'~~ yt`\`~. .F••'•.. ~~ 1 r -f ~ / i` I•~~((,, YY`~•~••w., ~• t ~ rV' ~~• ~ ~~ R '`,t "'ti `,~ , '•.y `>r 1.~..r \ ~ • ~l j' "•1!` L ~ I'fr i `~ tK~ 4 ~ i} ~t I~ ~ : ~ j ~ 1 i < !. ~•!-!y, c~ ; ~ .~ ~ i t'•{~~'~!~ ~i 5 ~~~ ~ t(' ~ "1 I; ~i ~ ~ S ~ .. ~ ~ .. ~ ~ ~ ~ ` ~ • ~ r r J r r% ~ A.~rl~ i s . + r~ { < ~ •~ ~ ~ t, r i ` ~ t ! y/ t 3, •/ t~ ( ~ ,.~.:t 'I r ~ t~l1~', r. `1 f~~~t;~~~Y~+"" \'~`"1`~. ~r~.. ` r. w,.~. ~w ~~ Y is ..r. ,:" tt'.. 'r.l ~:1~ ~;~ ,. .~ .. !~ '~! ~ t j i r i .}Fury .ft~y ~~y r;y v: M~mc~,T, / N ,1 S '.. ,..I r ~a , , ~ { ,' ~ ~ s ,,y S\~,~: `~\~!V~1,~~LOV 1S .,!• + r.~''k.'~`•.'~,~"~,•~`~T,O'~UVo'Q~. ~~,,.v,.:''~ ~~~~• ;',p:t''yr_ '4,.:r.,, n`~H~ '^n~:~' jr•.. \. ~ !~J .j -.'I~~r`,"~'~~~`~~ '''~ ~~• ^~' • •~ •• Vvid'~I~ ~imaunt Otirer •~, , , ~ , ' ~ ranch : , ; ~ , ; ::. ,. .,. , Y ~ . `' ~' 016? ~ ' '•l~AY~TO1'HE C!tn' • ,Savorolgn•r~atlk ~` • , '~ '' •, " ~', Hahn Wmf gel '. ., .. ~ 1 i' """"""' AIJi'Ht71i17rD 3taIVAtUF-[ • ~ •aAAwE~ ~pYCttcION DMIK t91SIJE0 9r PA}+~RtStQN BANk ' II+06~C4E19~1~~ ~i2~i~`~~~i~~1y ~I~t~~~~it'~~J~II~ Tra~~r: ~785~. ~7 - ~.rnt: ~~,OOO.QO ~ ~ ~/04/2009 ~ ~ ~ ~iGtul~~~ u r, ds ~ u~ ~~ b ~ ~ ~ ~5~~ o~ ~~~ ! ~~- ~ ~~ e ~ ~^ ~~~ ~q ~~vo~ Pag+~ ~. ~.~`~s-~y~~~S ~a. ! 4 ~ , i M '.I _i ~ .„ ~~ • ~ ! ! I ~ 3 ~ ~ G Y~+ ~ .n h ~ t,! ~ V iii lr ~ +„ ~;7 ''~ r r ~ +~ +{ r F F ~ ~!. {~ ~} •9 -y ';) ty.J ~ 1 r l ' 1 ',f 1i 1 ' ' ~ ~~-~y~+ ? 1(71 ~~~jjj .. rr .; .,, .d .. •. '? u ~1 ~a `! {.i. .r i11 it ; ~l~ .; ~J ~ is ~~1 1. ~~ ~: ':1 •.h ii ~J y ..!• ' ~ j •` ~ . ' ~ _ ' i ~ ._ ".t is ir• V r'L - _l .J ~ _ ~ ''. r ~~ ~ r iS ': .7 ~ •. V 1i•!I ~ ~~ •~ ! ~ .~ _ . ~ i •.~• Tracer: x.'755147 - Amy: ~g,~g0.00 -11./041009 9G~1.1. ti 1. 'nN Xd.~ S~~S ?(~AW~W ,i.St S~~AW~W Wei tfi ; t~ 1 ~i.~i fl l0~-~~-•I•~D ~n ~~ Gnn _ _ HELEN WEIGEL 721 N MIDDLETON RD CARLISLE PA 17013 ~~~~ Statement of Accounts Sep 25 , 2009 thru Dec 24 , 2009 Account Number: 43095 Balances at a Glance: Checking: o . 00 Savings: 2, 362.80 Certificates: 31 , 975.41 Loans: o . 00 Money Management: o . 00 Swipe 5 YTD Reward: o . 00 Page: 1 of 2 Your current Member Loyalty Rewards level is Gold. Your aggregate balance as of December 1st is $34,322.75. An aggregate balance of $35,000 and having 3 products will move you to the Platinum level. 1099-INT s are not included in this statement. If you earned at least $10 in dividends on your account for 2009 you will receive your 1099-INT in a separate mailing in early January 2010. 1099-INT information will also be available on Members 1st Online early in January. SAVINGS ACCOUNTS 0000 - REGULAR SAVINGS Date Transaction Description Additions Subtractions Balance Sep 25 Balance Fornard -2,333.67 Sep 30 Deposit Dividend 0.500% 0..96 2,334.63 Annual Percentage Yie/dfarned 0. 500% from 09/01/2009 through 09/30/2009 Oct 31 Deposit Dividend 0.350% 0.81 2,335.44 Annual Percentage Yield Earned 0.410% from 10/01/2009 through 10/31/2009 Nov 16 Deposit VISA Credit Card 29.68 2,365.12 Cash Reward Nov 30 Deposit Dividend 0.350% 0.68 2,365.80 Annual Percentage Yield'Earned 0. 350% from 11/01/2009 through 11/30/Z009 Dec 03 Withdrawal ACH AD&D800- 860- 7182 3.00- 2,362.80 TYPE: INS PREM ID: 1621282786 DATA: MEMBERS 1'ST FEDERAL CO: AD&D800- 860- 7182 Dec 24 Ending Balance 2,362.80 CERTIFICATE ACCOUNTS 0041 - 19 MONTH CERT Maturity Date -Aug 13, 2010 Date Transaction Description Additions Subtractions Balance Sep 25 Balance Forward 6,350.43 Sep 30 Deposit Dividend 3.300% 17.22 6,367.65 Annual Percentage Yield Earned 3. 350% from'09/01/2009 through 09/30/2009 Oct 31 Deposit Dividend 3.300°I° 17.85 6,385.50 Annual Percentage Yield Earned 3. 350% from 10/01/2009 through 10/31/2009 Nov 30 Deposit Dividend 3.300°l° 17.32 6,402.82 Annual Percentage Yield Earned 3. 350% from 11/01/2009 through 11/3012009 Dec 24 Ending Balance 6,402.82 Send Inquires to: 5000 Louise Drive PO Box 40 Mechanicsburg, PA 17055 www.membersl st.org Main Switchboard: (717) 697-1161 or (800) 283-2328 EZ Cali: (717) 697-4372 or (800) 283-4372 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 TeleBranch: (717) 795-6049 or (800) 237-7288 - - - Continued on following page - - - qt Send Inquires to: Main Switchboard: (717) 697-1161 or (800) 283-2328 5000 Louise Drive EZ Call: (717) 697-4372 or (800) 283-4372 Sep 25, 2009 thru Dec 24, 2009 PO Box 40 TDD: (717) 697-5312 or (800) 283-2328 ext. 5312 Mechanicsburg, PA 17055 TeleBranch: (717) 795-6049 or (800) 237-7288 Account Number: 43095 MEMBERS 1"P Page: 2 of 2 ~..u~.~r.,~,o. www.memberslst.org 0042 - 12 MONTH CERT MONTHLY Maturity Date - Dec 13, 2010 Date Transaction Description Additions Subtractions Balance Sep 25 Balance Forward 17,407.55 Sep 30 Deposit Dividend 3.200% 45.78 17,453.33 Annual Percentage Yield Earned 3. 250% from 09/01/2009 through 09/30/2009 Oct 31 Deposit Dividend 3.200% 47.43 17,500.76 Annual Percentage Yield Earned 3. 250% from 10/01/2009 through 10/31/2009 Nov 30 Deposit Dividend 3.200% 46.03 17,546.79 Annual Percentage Yield Earned 3. 250% from 11/01/2009 through 11/3012009 Dec 13 Deposit Dividend 3.200% 18.46 17,565.25 Annual Percentage Yield Earned 3. 250% from 12/01/2009 through 12112/2009 Renewed at 1.000°1° to mature 12/13/10 Dec 24 Ending Balance 17,565.25 0043 - 11 MONTH CERT Maturity Date - Oct 04, 2010 Date Transaction Description Additions Subtractions Balance Nov 04 Balance Forward 0.00 Joint Owner: PATSY L WEIGEL NQV' 04 Deposit by Check 8,000.00 8,000.00 Nov 30 Deposit Dividend 1.240% 7.34 8,007.34 Annual Percentage Yield Earned 1.250% from 11/04/2009 through 11/30/2009 Dec 24 Ending Balance 8,007.34 YTD SUMMARIES TOTAL DIVIDENDS PAID 0000 REGULAR SAVINGS 6. 12 0041 19 MONTH CERT 183.47 0042 12 MONTH CERT MONTHLY 506.25 0043 11 MONTH CERT 7.34 Total Year To Date Dividends Paid 711 .21 NOTE: Total includes closed shares Don't #orget about our new Member Loyalty Rewards Program. The more products you have with us, the more benefits you'll receive. Ask an associate'for details or visit our website at www.members1st.org for details. 11/11/2010 12: 3R ^063786725 S~JC CENTER PACE 02/02 . ~ November 11, 2010 Attn: Robin VIA FACStMII/E: 717-243-5063 Re: Contract #: VV217097 Deceased: I-Ielen Weigel Dear Robin: WESTERN ~ NAT'IONAL t l f e Insurance C o m p a n y 1'.0. Box 87 t l~marlUo, TX 79105-0871 ~ .840.424, 9990 Thank you far your recent inquiry regarding the referenced annuity contract. It is our pleasure to be of service to you. The value of the contract on February 12, 2010 was $144,243.23. Should you have any questions or tequi.re .further assistance, please contact our Client Care Center at 1-800-424-4990, Sincerely, ~-~Vj `~1 Anna Tamez Annuity Claims Dept.