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HomeMy WebLinkAbout10-07-10 (3)__ ,_ .~ 1505610140 REV-1500 ~` ~°'-'°' OFFICIAL USE tSNLN PA Department of Revenue --r Bureau of Individual Taxes County Code Year File Number Po sox 280601 INHERITANCE TAX RETURN 2 1 ~ p 0 2 6 0 Harrisburg PA 17128-0601 RESIDENT DECEDENT ~ ENTER DECEDENT INFORMATION BELOW Social Securfir Number Date of Death NMADDYYYY Date of Birth MMDDYYYY 2 0 1 1 8 1 5 4 5 0 2 0 2 2 0 1 0 1 1 0 8 1 9 2 5 ''. I~ Decedent's Last Name Suffix Decedent's First Name ', MI R A U D A B A U G H M A R Y ' I K ~ (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name ' MI Spouse's Social Security Number ~I THIS RETURN MUST BE FILED IN DUPLICAI~E } ~~ KITH THE REGISTER OF WILLS ~I~ FILL IN APPROPRIATE OVALS BELOW ® 1. Original Retum ~ 2. Supplemental Return ~ 3. Remain~er $tum (date of death prior to 2- 3'82) 4. Limited Estate ~ 4a. Future Interest Compromise (date of ~ 5. Federal Est tf3 Tax Retum Required death after 12-12-82) ~ _ ® 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Nt~m r of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death ~ 11. Election to arc under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach c . b) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO T N SHOULD BE DIRECTED TO Name Daytime Telep o e Number R O G E R B I R W I N 7 1 7 4 9 0° 3 5 3 o ~-~ r~ REGIST LLS U NLY ~ .. ~ . ~ ~ ~^ C' I ~' ~ J ~: First line of address cn ~ ~-. ,~ ..i ~ - 6 0 W E S T P O M F R E T S T R E E T . ~^ _ ~ Second line of address I w=i w `° ~ C '. ~ te ZIP Code St '~ D 11E FILED City or Post Office a C A R L I S L E P A 1 7 0 1 3 ~, Correspondent's e~-mail address: Under penaltles of perjury, I dedaro that I have examined this return, including accompanying schedules and statements, and do t of my knowledge and belief, it is true, correct and complete. DeGarafion of preparor other than the personal representatlve is based on all Information of which has any knowledge. SIGNATUR F ERSON RESP NSIBLE OR FILING RETURN A , ~ /d ADDRE 60 WEST FRET STREET CARLISLE 17013 SIGNA RE OF P ARE OTH N R SENTATNE ' DATE AD ESS 60 WEST POMFRET STREET CARLISLE 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 j L 1505610140 15056~r01 1~40 I ~- - _ __ . _-_1~ ~ - _ - - 7 7 i 7 n • Continuation of REV-1500 Inheritance Tax Return Resident Decedent . ~,, ~IIAARY K. RAUDABAUGH 21 10 0260 P?ecadenYs Name Page 4 File Number Coerespondents Name R O G E R B Flrst line of address 6 0 W E S T Second line of address City or Post Office C A R L I S L E I R W I N P O M F R E T S T R E E T Daytime Telephone Number 7 1 7 2 4 9 2~ 3 5 3 I ~I State ZIP Code P A 1 7 0 1 3 Correspondents a-mail address: tinder per~tles of perjury, I declare that I have ex~ned his re6um, including aoxmpanying schedules and statement, and to the Kest of my belief, ft is true, coned and oompleba. Dederatfon of preparer other than the personal represanlatNe b based on aM infom-etlor(of whiff preperer has an)r SIGNATURfi-0F PERSON'RESPQNSIBIE~OR FILING RETURN c A ~ _ -~- DATE! r ~ ADDRESS ~ I" ~ 12555 WILLIAMSPORT PIKE GREENCASTLE PA ~ I 17225 r~T REV-1500 EX Page 3 .. Decedent's Comalete Address: Flle Number 21 10 0260 AECEQENTS NAME MARY K. RAUDABAUGH STREET ADDRESS 33 W. YELLOW BREECHES ROAD CITY CARLISLE STATE PA ' ZIP 17015 Tax Payments and Credits: 1• Tax Due (Page 2, Line 19) 2. CreditslPayments A prig Payments 10, 000.00 B. Discount 526.30 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill In oval on Page 2, Llne 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE 1. Did decedent make a transfer and: a. retain the use or income of the property transferred : ..................................................................... b. retain the right to designate who shall use the property transferred or its income; .............................. c. retain a reversionary interest; or ............................................................................................... d. receive the promise for life of either payments, benefits or care? ...................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...................................................................................... 3. Did decedent own an 'intrust for" or payable-upon~ieath bank account or security at his or her deattl? ........ 4. Did decedent own an individual retirement acxount, annuity or other non-probate property, which contains a benefiaary designation? ................................................................................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE For dates of death on or after July 1,1994, and before Jan.1,1995, the tax rate imposed on the net value of transfers to pr 3 percent 172 P.S. §9116 (a) (1.1) (i)J. TE BLOCKS No PART OF THE RETURN. the use of the surviving spouse For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the survivin spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory req ire ants for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. '~ For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or forlth adoptive parent or a stepparent of the child is 0 percent p2 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benefiaaries is 4.5 percent e 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9h 1 Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. i I I I (1) Total Credits (A + B) (2) use of a natural parent, an as noted in .3)]. A sibling is defined, unde f~G Y' 1 yVC GAr ,V 1' 1 V~ - "~ ~pennsylvania SCHEDULE A ~ DEPARTMENT OF REVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARY K. RAUDABAUGH 21 10 02 0 AB rod properly owned solNy or as a tenant in common moat be reported at fair market value. Fair market value is defined price at which property would be excharxled between a willing buyer and a willing seller, neither being compelled to buy or sdl, both having k powledge of the relevant facts. Reel properly that b jointly-0wrred with right of survivorship must be dttdosad on Sdhed F. Attach a copy of the settlement sheet ff the property has been sold. ITEM tndude a Dopy of the deed showing der~denYs interest if owned as tenant in common ' VALUE AT DATE NUMBER . OF DEATH DESCRIPTION 1. 33 W. YELLOW BREECHES ROAD, CARLISLE, PENNSYLVANIA ~ 109,000.00 SOLD -SETTLEMENT SHEET ATTACHED j ~i i ~, I ~i I ~, ~, I ~' I j ~I I, I I!, 'II TOTAL (Also enter on Line 1, Recapitut 'on.) S 109 000.00 Ir more space is needed, use additional sheets of paper ~ the same size. REV-15Q3 EX + (8-98) . „~ ., SCHEDULE B CONM~AONWEALTFI OF PENNSYLVANIA STOCKS & BONDS INHERRANCE TAX RETURN RESIDENT DECEDENT MARY K RAUDABAUGH 21 10 02$0 AN properly jofrdlyowned wNh ripM of survivorsh~ must be dlecbted on Schedule F. ITEM VALUE AT DATE NUMBER DESCWPTION OF DEATH 1. 4,708.263 SHARES OF JOHN HANCOCK STRATEGIC INCOME A 29,756.22 4,708.263 X $6.32 = $29,756.22 ', TOTAL (Also enter on line 2, Recapitulat~Orl)', f ' t (If more space is needed. insert addiBonal sheets of the same alas) i REV-1508 EX + (8-98) • ,. COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER MARY K. RAUDABAUGH 21 10 02l~0 Include the of NtlBaNon and the date the prooeeda wane n-oefved by the ems. ~ wNh of survhrors must bs dfscbesd on Scladuk F. ITEM VALUE AT DATE NUMBER DESCRIPTION ' OF DEATH 1. PERSONAL PROPERTY -SETTLEMENT SHEET ATTACHED ', 6,721.00 2. COINS -APPRAISAL ATTACHED 903.73 3. M&T BANK -CHECKING ACCOUNT #433454 10.26 4. M&T BANK -CHECKING ACCOUNT #2674017054 II 42,232.49 5. WESTERN NATIONAL LIFE INSURANCE COMPANY 26,423.08 ANNUITY #W236345 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH 6. WESTERN & SOUTHERN LIFE ' 7,253.12 ANNUITY #W0020539001 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH ', 7. KEYSTONE FINANCIAL MANAGEMENT 96,461.34 ANNUITY #FX06015092 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH 8. KEYSTONE FINANCIAL MANAGEMENT ~I 45,301.31 ANNUITY #GP26001892 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH ' ', 9. KEYSTONE FINANCIAL MANAGEMENT '~ 32,077.11 ANNUITY #2442654 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH 10. KEYSTONE FINANCIAL MANAGEMENT 22,973.36 ANNUITY #2759861 BENEFICIARY: ESTATE OF MARY K. RAUDABAUGH ' I 1 TOTAL (Also enter on line 5, Recapitul~ior-) S 280.356.80 (If more space is needed, irwert addi8onal sheets of the same size REV-1511 EX+ (10-09) ' ~~pennsylvania ,~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ~A,~ ~ FILE NUMBER MARY K RAUDABAUGH 21 10 020 j Decedent's debts mud be reported on Schedule >G ITEM NUMBER DESCRIP710N ' AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME i B. ADMINISTRATIVE COSTS: 1. Personal ReptesentaBve Commissions: ', Name(s)ofPelson~RepresentaUve(s) ROGER B. IRWIN 7,800.00 ~Addr~ 60 WEST POMFRET STREET cny CARLISLE state PA zlP 17013 '~ Year(s) Commission Paid: 2. AttomeyFees: IRWIN $ McKNIGHT, P.C. 16,300.00 3, FamNy Exemption: (If decedents address is not tits same as daimarlYs, attach explanation.) ~, Cla&nant ~ i StreetAddress IT-i CKy State ZIP I ~, Relationship of Claimant to Decedent 4. ProbaEeFees: REGISTER OF WILLS 427.50 5 Accountant Fees: ', I 6. Tax Retum PmparerFees: PATRICIA A. ROSENDALE, CPA ' 500.00 INCOME TAX AND FIDUCIARY TAX RETURNS 7. REGISTER OF WILLS -FILING FEE I 30.00 8. CLOSING COSTS FROM SALE OF REAL ESTATE 6,010.89 9. ROWE'S AUCTION SERVICE -PUBLIC SALE COMMISSION ', 2,352.35 10. CUMBERLAND LAW JOURNAL -ESTATE NOTICE I ~ 75.00 11. THE SENTINEL -ESTATE NOTICE ~ 187.54 12. STEVEN BARRETT REAL ESTATE -APPRAISAL ON REAL ESTATE ~ 350.00 13. REGISTER OF WILLS -SHORT CERTIFCIATE ! ~ 4.00 14. ' PECK'S SEPTIC SERVICE -SEPTIC 1,145.49 15. HARRY DONSON, APPRAISAL ON COINS ~ ' 20.00 16. WASTE MANAGEMENT -TRASH REMOVAL '~, ', 68.68 17. INTERSTATE WASTE SERVICES -RENTAL 344.61 18. SARAH A. STEWART -REIMBURSEMENT OF PEST CONTROL SERVICE I 318.00 'onl TOTAL Also enter on Line 9 R ' ul ~ ~ S ~ 1 45.764.06 H more space ~ needed, use additional sheets of paper of the same sae. . ~ Continuation of REV-1500 Inheritance Tax Return Resident Decadent .. ~11AARY K. RAUDABAUGH 21 10 0260 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses 8~ Administrative Costs - 61 ITEM NUMBER DESCRIPTION ~ AMOUNT B. ADMINISTRATIVE COSTS: Persons Repn~ntadve Commissions: 2• Name(s)off'ersonalRepresenmtlve(s) ROBIN OWINGS FLORENTINE ' ' 7,800.00 Street Address 12555 WILLIAMSPORT PIKE City GREENCASTLE state PA ZIP 1 2 5 Year(s) Commission Paid: i SUBTOTAL SCHEDULE H-B1 ~ 7.800.00 - - Continuation of REV-1500.Inheritance Tax Return Resident Decedent MARY K. RAUDABAUGH 21 10 0260 ~DeoedenYs Name Page 2 File Number Schedule H -Funeral Expenses b Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 19. KYLE FLORENTINE -LAWN CARE ' 160.00 20. KARL FLORENTINE -PREPARATION FOR INSPECTIONS, APPRAISAL 8 SALE ', 690.00 21. KYLE FLORENTINE -PREPARATION FOR INSPECTIONS, APPRAISAL 8~ SALE ~ 180.00 22. KRISTI FLORENTINE -PREPARATION FOR {NSPECTIONS, APPRAISAL & SAL ~ 230.00 23. MARY ZARING -PREPARATION FOR INSPECTIONS, APPRAISAL & SALE ~ I 300.00 24. , REBECCA FLORENTINE -PREPARE FOR INSPECTIONS, APPRAISAL 8~ SALE 170.00 25. TERRY ZARING -PREPARATION FOR INSPECTIONS, APPRAISAL 8~ SALE 300.00 SUBTOTAL SCHEDULE H-B7 ''~ ', ~ 2,030.00 _ _ _ __ REV-~s~2 Ex+ ~~2-oe~ r ~~pennsylvania ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8s; LIENS -a FILE MAKY K. KAUUAt3AU~rt 21 10 02~ BO Report debt incurred by the decedent prbr to death that remained unpaid at the date of death, inclading unroNn ~ursiietl medical expenses. ITEM NUMBER DESCRIPTION ~! VALUE AT DATE OF DEATH 1. OFFICE OF PERSONNEL MANAGEMENT -REIMBURSEMENT OF CIVIL SERVIC ~ 1,203.70 PENSION ', 2. MET-ED -ELECTRIC I~! ', 337.19 3. - MANOR CARE OF CARLISLE -NURSING ', 624.00 4. CAROLYN R. McQUILLEN, TAX COLLECTOR -TAXES 293.14 5. EVERETT CASH MUTUAL INSURANCE CO. -HOMEOWNERS INSURANCE I i 406.60 6. EAST PENNSBORO AMBULANCE SERVICE, INC. -AMBULANCE ', ', ', 80.50 7. i~ CENTURYLINK -TELEPHONE ~~, j 18.26 8. SHIPLEY ENERGY -FUEL ', 395.27 9. WEST SHORE EMS -AMBULANCE ~ I 'I ~I I II 79.57 TOTAL (Also enter on Line 10, R ulatl ~ : 3 4313.23 ff more SDBCe b needed. insect additional sheets of the same site- REV-1513 EX+ (01-10) . ~ ~~ Pennsylvania ~ DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESlOENT DECEDENT _ _ __ __ _ _ ..__ SCHEDULE J BENEFICIARIES MARY K. RAUDABAUGH z~ ~0 060 RELATIONSHIP TO DECEDE T ' AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Tn~(s) ', ' OF ESTATE I TAXABLE DISTRIBUTIONS pndude q~pht distibutlons and hansters under ~ I' Sec. 91 6 (a (1.2),] ~ 1. ROBIN E. OWINGS FLORENTINE Lineal 119,727.69 12555 WILLIOAMSPORT PIKE ' 50% REAL ESTATE & GREENCASTLE, PA 17225 S0% OF REMAINDER 2. GERALD L. OWINGS, JR. Lineal i ~ ~ ~ 119,727.68 460 NORTH PITT STREET 2ND FLOOR ', '~ 50°~ REAL ESTATE & CARLISLE, PA 17013 ~ ' 50% OF REMAINDER 20% REMAINDER 3. EARL SWEENEY, SR. Sibling I 26,091.07 PO BOX 434 BROOKFIELD, OH 44403-0434 4. DANIEL SWEENEY Sibling 26,091.07 PO BOX 434 BROOKFIELD, OH 44403-0434 30% REMAINDER 5. KRISTI FLORENTINE Lineal I, ' ~ 26,091.07 12555 WILLIAMSPORT PIKE I GREENCASTLE, PA 17225 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 CO HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS N07 TAKEN: i 1. I i ~~ B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: i 1. ~ ~ TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET.'i ; n more sparse Is neeaea, use aaamonai arrests yr F~ m ute aarr~e s¢a. ', .... - ,_ T __ -_ ___..___ .._-_ ._ _ _. ~.. __ _.._ _.... Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARY K. RAUDABAUGH 21 10 0260 ~DecedenYs Name Page 3 File Numi~er Schedule J -Beneficiaries -1 NUMBER NAME AND ADDRESS OF PERSON S RECEIVING PROPERTY RELATIONSHIP TO DECEDE Do Not List T s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS pndude ~pM I di86~uUona and Uansiers under Sec. 91 ~6 (a (1.2).] ~ 6. KYLE FLORENTINE Lineal 26,091.07 12555 WILLIAMSPORT PIKE GREENCASTLE, PA 17225 ~! 7. REBECCA FLORENTINE Lineal ', 26,091.08 12555 WILLIAMSPORT PIKE GREENCASTLE, PA 17225 ~~ i I i I i I I I i ~I i I i i I ~~ I i 4 1 ~~ •~ ~ : Penney revo ' e LAST WILL AND TESTAfME'NT '~~ I, MARY K. RAUDABAUGH, of Dickinson Township, Cum County, lvania, declare this instrument to be my Last Will end Testmnent, er~by expressly long all Wills and Codicils heretofore made by me. 1. I direct my personal representatives to pay all of my debts, funeral a~d ~dminishstive xpenses as soon as maybe done conveniently after my decease. ~' 2. I authorize and empower my personal representatives to sell any realty awned by me i at my death and not specifically devised herein, at either public or private sale, tb give good and sufficient deeds therefor, in fee simple, as I could do if living. My tatives are authorized and empowered to engage in any business in which I may be engaged at Imy death, for such period of time after my death as seems expedient to said representatives. I, ~I 3. I devise and bequeath all of my estate of every nahu+e and wherever sit~ua~e as follows: A. My real estate situate at 33 West Yellow Breeches I~oakly Dickinson Township, Cumberland County, Pennsylvania, to Robin E. Owings Florentia~ Gerald L. i Owings, Jr., or the survivor thereof, equally. If neither of these beneficiaries des~re o~~wnership of the property, then the property shall be sold by public sale only and the net prods of the sale shall be distributed to Robin E. Owings Florentine and Gerald L. Owings, Jr., I share and share alike. Should only one of these beneficiaries desire ownership of the p 'sjes, then said • :. ,, ,. . ., beneficiary shall within sixty (60) days of the final administration of my estate ~a~ to the other beneficiary a sum equal to one-half of the fair market value of the real estate at that time. ~'I B. All of my jewelry to Robin E. Owings Florentine. '~ ' C. All the rest, residue and rennainder of my estate as follows: 1) 20'/o to my bmther, Earl Sweeney, Sr. and Daniel ~w~iey, or the I'~ survivor thereotj share and share alike 2) 30% to be divided equally between Kristi Florentine, ~;le Florentine and Rebecca Florentine, or the survivors thereof share and share alike, and I' 3) 50'/o to Robin E. Owings Florentine and Gerald L. Ov~in~s, Jr., or the survivor thereof, share and share alike. ~I 4. I give, devise and bequeath nothing to my daughter, Mary Lou Zaring. 5. Should any of my beneficiaries be under the age of twenty-five (25) y at my death, then the share of each such beneficiary shall be held in trust by Farmers T company, of Carlisle, Pennsylvania, according to the following terms aad conditions: The trustee, as well as my representatives, are hereby authod to retain, unconverted, any property, real or personal, that I may own at my death and I be under no duty to convert it into legal investments. The trustee shall have the power and ~ arity to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust ~, to or for the use of such beneficiary or to accumulate it in the sole discretion of the ~ '$'he trustee is also authorized and empowered to pay over to, or for the use and benefit of such ciary such portion of or all of the principal of the. trust estate as in the trustee's sole discretia~n $e'ems proper .~ • .; y for such beneficiary's support, maintenance, education, or medical case. My primary object is to insure the support, maintenance, education and medical care of any such bene~ci~y until he or she reaches twenty-five (2~ years of age. As each such beneficiary reaches tl~e of twenty- five (25) years, then whatever remains of income or principal of that beneficiary's trust estate shall be distributed to said beneficiary. 6. I nominate and appoint Robin E. Owings Florentine and Roger B. ~"~~ to be the co- personal representatives of my estate to serve without bond. ', I' 7. I hereby suggest that my personal representatives retain the se~vi~es of Irvvin, ,, McKnight & Hughes, as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal th~s,, ~7' day of February, 1999. MARY K. Signed, sealed, published and declared by MARY K. named testatrix, as and for her Last Will and Testament, in the presence of us, in her presence and in the presence of each other have subscribed our names as the above alt her request, i~sses hereto. 3 WE, MARY K. RAUDABAUGH, CHERYL L. CLELAND and I MARTHA L. NOEL, the testatrix aad witnesses respectively, whose names are signed tiie foregoing instrument, being first duly sworn, do hereby declare to the undersigned ~rlty that the testatrix signed and executed the instrument as her Last Will, and that she had s' ed willingly, and thax she executed it as her free and voluntary act for the purpose herein and that each of the witnesses, in the presence and hearing of the testatrix, signed the ilv gs a witness and that to the best of their knowledge the testatrix was, at that time, eighteen ydars of age or older, of sound mind and under no constraint or undue influence. ~I COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by MARY K. RAC testatri~c herein and subscribed and sworn to before me by CHERYL L. MARTHA L. NOEL, witnesses, this L'-° day of February,1999. 3. ,the and B.Irwin,~ Ny~~ _ _ __ _ _ _ r _ _ __ _ _ _. ,~ _. „~ ~, OMB'Approval No. 2502-0285 • ~ A. Settlement Statement (HUD-1) ~ M ~.\ 1. ©FHA 2. Q RHS 3. ^ Conv. Unins. 8. FUe Numbee 7. Loan Number: 8. MoRgsge Insurenee Case Number: MT201051 4. Q VA 5. ^ Conv. ins. C. Note: This form is iumbtred b give you a statamedt of actual ssltlemeM coati. Amounts pall to and by the asttkrrrerrt agsMs strowr- Items marked "(p.o.c)' wero pekf oubkie the dosing they are shown here for fnforrnetbnal purposes and are not indudad h Ure totals. , Q. Name & Address of Borrower: Sarah A. Stewart E. Name 8 Addroas of Seller: Fatale of Mary K. Raudabaugh F. Name 8 Adt~resa of Lender. Soveroigrr Bank '~ 1130 Berkshke BIVd., Wyamiaaing, PA 19810 ', G. Property Locatlorx 93 W. Yelow &sechea Road Car/sle, PA 17015 H. Settlement Agent: ACCP, Inc. I. Settlement te:,p8)27/2010 Disburoetnent eta: 08127/2010 i Parcel08-12-0338005, Dkidneon TownaMp West High Street, CLerlele, PA 171113 ge~~tre Pitted OtY272p10;at 3:09 pm by RLM 100. Gras Aatstutt Due free l3orrorwr 100. brow AtnoaM ©w b SaNsr 10 . Contract sales price 109, 1. Contrail asks pdce 108,000.00 102. Personal 402 Persanel 103. SetBemerlt d-ergee b txarower (Nna 1400) 8,730.22 403. 104. 404. 105. 405. br Neros ssNsr b advance Ad for Marna sslbr in advertcs 106. ClyAown fame b 406. CNyltam tams b 107. Courdy tams 081TlC1010 b 120112010 100.29 407. County taxes 08f27f2010 b 1201120 0 10029 1DB. Asseaanrenb O1Y2712010to06011r10t1 1,181.28 408. Aasesanrents OtV27/20'IOb06130120 1 1,181.28 109. 409. 110. 410. 111. 411. 112 412. 120. (;rpp /yaa~ Dlta t-01a 8orroarar 117,011.79 120. Gtots Autount DW b fistlar 110,281.5T I00. Aseoanb Paid or N BahaM of l3orrotver 500. Raduetlons b Aatotarl Dna b BstNr 1. Deprmit a eamesl many 500.00 t. Fxrersa deposit (see ) 500.00 202. Prks~ml amotnt of new kxtn(a) 107,551.00 502. Satdertieru charges to aster (dne 1400) i 2,510.89 203. s taken l0 503. s taken to 204. ApplcaYon Fee Cred1 399.00 504. Payo(f of Brat nadgape kten 205. PHFA Ckxdrrg Cost Amiaterrce 3,000.00 505. PayoR of setxxxl matgage kx~n 208. 508. 207. 507. 208. SelerAasiM 3,000.00 508. SelbrAasial 3,000.00 209. 509. fa Nsaa aNar Ad for Nuns saMar 210. 121yAosm taxes ro 510. qty lama ro 211. CauMy taxes to 511. Courrty taxes to 212 Aeeeasmerxls to 512. Aaseeurxrnla to i 213. 513. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. ~ Togl Nall Bgtoanr 111,150.00 520. Total Radrrctlort Amount Dw tisllsr 8,010.19 300. t:asA at 8sltlsxnsrrtlrosxMo Borrovwr 600. Cash atllatgarnudtolham tiaMer 301. Groin amoral due hen f7ortoarer (Irte 120) 117,011.79 601. Gross amount due Do seller (Nne 420) 110,281.57 302. Less amouma Paid bylfor harrower Nne 220) 114,450.00 602. leas redrx3larrs M amoral due aster (Ikre 520) 8,010.89 303. Cash ©Fteax ^ ToBorroarar 2,581.79 803. Cah ©To ^ Fromllaller 104,270.81 MY r,w.~w~ •a,nMrwMallawrMwrr. wnnMYY/yM~:/iaab„n,"•b,wtltl,ry. ,M~.wr..a..a 7M Sb8yp„OropwIN IM p~MMY•IIlMl1Ow,N Yr-oran Mlsn,rp - i theWous itlons are lets ..age i o 4 HUo-7 .,~ 788. Total Real Estate Broker Fees Paid From Paid From Division of commission One 700 as fdkwvs: Borrower's Seller's 701• 50.00 ~ Funds at Funds at X02, so.oo to Settlement Settlement 703. Canmission paid at settlement 800. item Pa able in Connection with Loan 801. Our originatlan charge (tndudes Ori~na0ar Point 96 a 50.00) 5325.00 (tram GFE A1) 802. Your credit a charge (prints) for the specific interest rate chosen (from GFE ff2) 803. Your adjusted odginatlon charges (fran GFE A) 325'.00 804. Appraisal fee ~ Diversitled SerWces (from GFE tp) 392,00 ~. Crerit ~ to CBC Innovis (from GFE tKi) 18.33 808. Tax service to from GFE ar3 807. Flood ceN8ca8on to LPS National Food (from GFE t13) 7'50 808. Lender Inspectlon Fee to Bank (from GFE ~i) 10000 900. Hams wind Lender to be Paid In Advance 901. Dairy Interest drarges from from 12010 l0 112010 ~ 14.1l108May (tram GF 810) 70 902. Mortgage Ins. ium fa nantl]s to 1iUD (from GFE ~) 08 903. Flomeowner's insurance fa maltlrs to Stale Auto Ins. (from GFE M11) ,59000 904. months to from GFE #11 1 1001. Initlal deposit Tor your esrxovr account (from GFE A9) 189, 1002. Flomaoartrer's Insurance 1 mantlrs 49.17Mronih 549.17 1 . Marigage insurance montlro 47.87hnoMh 50.00 1 . C8y Property Tax months S O.OOhrgnth .OD 1005. County roperry Tax 8 rtanOra S 24.02/month 144.12 1006. Assessments 2 montlra S 116.661nanih .32 1007. Aggregate Adjustment 238.83 1100. Tale ss 110 . Tide services and lender's title Insurance Gram GF t4j 1,000. 1102. Se0lement a doe6rg ee b 5 1103. Ownels title insurance (from GFE tl~i 5. 1104. Lender's 8Ue Insurance 51,04875 1105. Lender's title pdicy Nmit 5107,551.00 1106. Owner's title po9cy tlm8 109,1100.00 1107. Agent's Patton of the title kraraarrce premium 5918.19 1108. UrxkrvrtNers patbn of fire trial title ineurarrce premium 135.56 1109. Cbsing Protection L,eOer to Abetrad d Central PA h 5.00 1200. tiovermnent and Transer Ch 1201. Government recording charges (from GFE ~1 257.40 t~2• DeedS54.00 70.00 Release;i0.00 1203. Transfer taxes (from GFE ti8) 1, 1204. Cky/Corarry taxlstarrrps Deed 1090.00 .00 1205. State Taxlstanrps peed 1090.00 .00 1,090.00 1~• peed 50.00 50.00 1207. Tax Parcel Cent 5 ~.W 1208. Aasignnrent of 550.50 1209. Record Subordnale Mortgage S 62.50 1300. Adrtltlonal SsWaawrt 13111. Regrdnd services tlral you can shop fa (tram GFE 18. 1302. Survey to S 1303. to 1304. 2010-11 School T~s to ~(,tu~n 1,~9. 1305. Notary Fees ~ kvrkt & 5 21. 1306. Pest Cert to Gilberl's Past Coned 16.110 8,7 2,510.89 'Paid outside of doakg by (B)onowx, (S)e0er, (L)ender, (1)nveata, Bro1K)ar. Previous edttlons arc obsolete Page o 4 HUD-] '. d Good FaWr Eatlnrate GF and FIU41 That cararot Increaa tri1D-1 une NumMr Ouroriginatbndrarge #801 Yaw aedff a charge (poirda) fa th sped8c ingest rate dawn #802 Yaw a4uated originalian charges #803 renatertaxes 1203 C That Can hdtlel deposit yow eacraa accormt ~ # 1 1 Daly charges #901 1 .1 Flomaowrrer'e kuurerrce g services lender's title insurance # 1101 s ttlle inswarrce # 1 03 Pest Cart # 1306 Good FaHh Estimate HUD-0 325.00 325.00 0.00 0.00 325.00 325.00 1,090.00 1,090.00 Good FaNh Ealbpate HU61 200.00 257.00 392.00 39200 19.33 ', 18.33 7.50 7.50 0.00 100.00 2,388.66 2,368.88 0.00 0.00 2,984.49 ! 3,141.49 S 157.00 5.2605% Good FaMh 6atlmate HU61 ,9 250 189.7 227.5 70.95 450.00 I 590. 1, 5. 5.00 75.00 318.00 Loan Tortna Yow 6rgial ban amoun(ia 5107,551.00 Your ban term ~ 30 years Your irrtlial interest rate is 4.750096 Yaw htlid rtrorrthty amourd owed tar prMdpal, bterest, and any hartgape ;808.91 includes krsurance is a ~~ ', ^X Interest ^X Mortgage Inaurarae Can vow btereri rye rlee7 X^ No. ^ Yes, tl can dae b a ma~dmum of X. The I dtarge will be on I 1 and can change again every years after / I . Every charge date, your interest rate can imxeaee a deaeaee by X. tlk of the ban, your ~ interest rate is guaranteed b rrever be lower than % a tlran X. Even ff you make paymerds on tlrne, can yda ban balance deed ^X No. ^ Yes, it can rye to a maximum of S Coven ff you male, payrtrenb an tlme; can your monthly amormt awed for ^X No. ^ Yes, the first kxxease can be on ! 1 and the prYrdpal, krleros<, and rtarpage kraraance rte? amount owed can rise to; The maximum it can ever rise to is; Does Yaw ben have a prepayrneM penally? ^X No. ^ Yes, your maxknum prepayment penally la E Does vow ban have a balloon payment? ^X No. ^ Yes, You have a tattoo payment of i ~ due ~ years an / ! Tatal monthly amount awed irtchrding esaow amount payments', ^ You do not have a montltlrlyy esaow payment far Ilerns, such taxes and hameowneta insurance. You must pay These llama dkedly , ^X You have an additional monthly escrow payment of 5189.65 that results in a total Initlal montMy amount awed of 1798.76. This I~du~es princlpal, interest, any mortgage insurance and wry items drecked lxebw: ^X PropeAY taxes ®Homeonvrer'3 ktorlrance ^ Flood insurance ^ ^ ^ Notx ff you have any glleatlons about the Settlerrter-t Cttl~rges and Loan Terms Asted on this tam, please contact your lender. Prevbus ikons are Page 3 4 •HUo-1 HUD CERTIFICATION OF BUYER AND SELLER Y ~ I have carefully reviewed the HUD-1 Settlement Statement and W the best of my knowledge and belief, it is a true and axurata statement of aU reosipts and ~• disbursements made on my account or by me In this transaction I further certify that I have receNed a copy of the HUD-1 SettbmerJl Statement .~ Sarah A. Stewart ~. ~. Fatale a Raudebartgit Ths HUD-1 Sallbment StaMtrarM whkh I have proparad b a true and accurate dhbrxeed in accordance wMh thk statement trsneac8on. I haw m ba SETTLEMENT AGENT ~` Z !~ DATE WARNMIfx IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILARFOFkM PENALTIES UPON CONVECT10N CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TTfLE 18: U.S. CODE SECTION 1001 AND SE i O1N 1010. Prcviotis ed(tions arc obsolete Page 4 0 4 HUD-1 ' Mutual Funds Operations • Jahn Hanoxk Signature services, Inc. P.O. Box 55913 Conf il'mat~an statement • ~ the future is yours Boston, MP.02205-5913 . ~ March 3, 2010 • Page 1 of 1 Contact information OOOaS SH .Nff1P001 MARY K RAUDABAUGH 33 W YELLOWBREECHES RD CARLISLE PA 17015-9357 Investment professional R F Wolfgang Dealer, ~ Signator Investors Inc Web site ~ www.jhfunds.com JHF customer service 1-800-225-5291 i FOr ~A3' inforDlatiOII You can view your quarterly account statements online or download them to your personal computer. E-del' ryi is also available for shareholder reports and prospectuses. Log on to your account at www.jhfunds.com and select Electronic Del r~. _ - .. _Trans~action summary Fund name Strategic Income A Fund number 91 Account number 4971888 Account owner Mary K Raudabaugh Date 02/26/2010 03103/2010 Dollar Share amount price tsegrnnrng oarance ^ Increase Dividend Payment $0.10 C~~S6.32~ Clurnan! marltat valve 329,1397.147 56.35 ~ ~+, ~(a~ Fund name Fund number Account number Account owner Address ~iAR ~wlr~ ~ I.aw Invrtstmafrt amowrt des this Shares ~a4tion s7~ ',0.016 4,708.279 4yTOfd.279 ~~~~ s by mail Carlrsle PA 17015-9357 i Make your clledk payable to John Hancock Signature Services, Irx. and mail ft in the enclosed envel Please make any address ci~anges ai the reverse side and have all registered tr~Jrlers sign and thifr slip. 0000 41022710 000049718887 OOOOb91 I Strategic Income A 91 4971888 Mary K Raudabaugh 33 W Yellowbreeches Rd M ~.. ~ 4 Rowe's Aucrtion. Service 2 5 Rimer Hi wa S~J gh y Carlisle, PA 17015 717-249-2677 249-1978 69?-4794 j X14, 2010 To: Roger B. Irwin, Attorney 60 W. Pomfret St Carlisle, PA 17013 From: Rowe's Auction Service 2505 Ritner Highway Carlisle, PA 17015 Re: Auction Proceeds Estate of Mary Radabaugh C/0 Robin E. Florentine 12555 Williamsport Pike Greencastle, PA i 7225 ~' Auctian Total $ 721.00 Less 35% Commnission -~~52.35 Less Hauling F , -50.00 Total Due I $4318.65 ,I i I ~~ ~-. William G. Rowe UGH E~-TpTE K. Rpupp~-p MARY dlold '' P~PP'~isa~ by' n Ham ~~ N SHaP 25 Ci~gpp~,v17013 Ca~is1e, ~ ~ ~ V .~' Z~~gg43 3 f ~ ~~ ~~YS ~~ g'b T-'' ~ ~ ~ ~~~~ ~'~`~"~~ r ~ 3~ -,- tC~ D G ° ,.--- ~ y ~~ ~ ~' ...--^- -n -~-77 ~ V ~ V'~ Lt ~ <f-jS d ! t q ~ l ~„~ ~ ~~ , ~~ ~. ~, ~-~' / ~ may.'[ t ~i Z a =~. '~ ~ ~D ~,~~ ,Q„_'t'~ %~~t ~ --~ 5 . ~` ~, l '~'~ ..~ ,~- `, ~ ~ ~'F ~ ~ I tom-- ~ ~~ t ~ ~'* ~ h~ ~ ~ ~ 1 ~' ~, ~~ ~~b ~~~ ~ -g v.~ ~ ~ t ~, ,~-~,,~ ~ 5 ~ ~ I '~ -~-----~ Vim/' ~ ~1 ~ ~ :~ ~~,~, ~ ~ ~, - ~0~~~" ~,~., ~% ~ _ - .~ ~ M .Q r~r~~ ~. . 499 Mitchell Road, Millsboro, DE 19966 Mail Code D&MB-12 Phone(88) -4349 Fax ( )934-2955 . Febroary 1 , 210 1~ ~ McKnight, Pc EEIVE~ Wcst Pomfret Professional Building 6o west Pomfret street : ~ B II 2 2 2010 Carlisle, PA 17016-3222 Re: Estate of: Mar~K Raudabau¢h iR N McKNIGH Social Security: 201-18-1545 .A4W pFFIC~S Date of Death: Febrllarv 2,.2010 ~ Dear Sir or Madam: ' Per your inquiry, please be advised that at the time of death, the abovo-named detxdent had on 'wall this bank the. following: !I i 1. 7yPeofAccounr Clucking Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accneed Interest Total 2. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 433454 Mary KRaudabaugh 09ro1~67 $ 49290.38 $ 10.26 $ ~'~ Checking Account it 2674017054 li ' Mary KRaudabaugh ~~ 08~t)1/74 $ 42230.06 I! $ 2.43 I 42232.49 Please be advised, there was no safe deposit box found for the above da~ades-t. ' if upon reviaw~g the l®[o~mation above, yon beYeve there are nddNio>ual aooormts not ns wlth an aoooa~t naa~ber and/or mme at ~ poee8~le jotot aooou>at holdat: For aa,P ad above aooounts, iocl~fog owness>hip and s~ duao~es, clown+es a>4dM~r rtimbruaeme~ a oar bca®c6, !60 Waha-t Hotbom Rosd, ~ PA P1y113 (~ #T17 4. SinoEr+ely, N Sears ~ustment Services pl~ee Ps'uvide oa the ~pllaee oontad `t . ~. .~ April 7, 2010 ROGER B IRWIN IRWIN AND MCKNIGHT PC 60 W POMFRET ST CARLISLE PA 17013 Re: Annuity Contract: Contract Owner Dear Mr. Irwin: WESTERN ~' NATIONAL Life I n s u r a n c e C o m p a n y P.O. Box 871 Amarillo, Texas 79105-0871 1.800.424.4990 ' W236345 Mary K Raudbaugh, Deceased 1VE® APR ~. ~ 2010 IRVVIN &~M !AW FFl !, Thank you for your recent inquiry regarding this annuity contract. We would like opportunity to respond to your request. The accumulated value of contract W236345 as of February 2, 2010, the date of $26,423.08. The sole owner and annuitiant of this contract was Mary K Raudbau effective date of the policy is December 15, 2008. The beneficiary is the Mary K Estate: Please complete the enclosed Annuity Claimant Statement. to take this ~zn was The We appreciate the opportunity to assist you. Should you have any questions, plea~e'~contact our Client Care Center at 1-800-424-4990. Sincerely, Angela Furlong Claims Examiner Enclosures _ _ __ ~ ..._ ,. ~. • , . ~, Western & Southern Life ~ ~ ~ A member of Western & Southern Ftnancfal Group LAW OFFICES OF IRWIN & MCKNIGHT ATTN ROGER IRWIN 60 WEST POMFRET STREET CARLISLE, PA 17013 Annuity Operations PO Box 2918 CincMnatl, OH 45201-2918 toll free 800.926.1702 fax 513.629.1799 25, 2010 ~~~~~~~~ MAR O l '2010 tRWiN & M~Kt~iGH~ wAw of ie Dear Mr, Irwin: Thank you for your request for information on the annuity contract. following contract information is helpful to you. Annuitant: MARY RAUDABAUGH Owner: MARY RAUDABAUGH Western-Southern Life Assurance Company Contract Number: W0020539001 Contract Date: 2-7-2001 Date of Death Value as of February 2, 2010: $7,253.12 If you have any questions, please call our Annuity Operations Dep; 1-800-926-1702. A representative wil{ be happy to help you. Sincerely, ,~ ' '-~ ~~' .;~ , ~-- Megan Howell Annuity OperaYlons Department DCl)331-0810 I hope the at Western-Soutfiem Life Assurance Company __ _. - - ';lli~Y~"1'UN~ ~ a Financial Management ~~ .`, _ `~~;~ ~ ~ 2431 North Second Street I Harrisburg, PA 17110 717.234.7607 Facsimile 717.234.7560 RAYMOND F. WOLFGANG, JR. Mobile 717.982.2022 E-ntiaail rwolfgang((3~j'hnetwork.com Associate ;~hhu~ ~~~~~ ~~ Owner on all accounts: Mary K. Raudabaugh FX06015092 GP26001892 2442654 2759861 Dates when the accounts were established: FX06015092- September 24, 2007 GP26001892-November 28, 2003 2442654- April l 1, 2005 2759861-December 28,.2009 NO Change of ownership within one year Account closed within one year prior to date of death: VP2050427 was closed on December 24, 2009, and was used to open a new VA Exchange for account 2759861, which was opened December 28, 2009. Interest accrued: FX06015092- $178.62 GP26001892- $46.58 Date of death balance: FX06015092- $96,461.34 GP26001892- $45,301.31 2442654- $32,077.11 (principal plus rider value $32,480.28) 2759861- $22,973.36 PYoviding financial products and services for beisiness and estate planning com ney~sausu neprmenra.rve, xcunats omna mrougn ~ignator investors, inc., snemoer nASO, SIPC, 162a ttausman Roaa, Allentown, PA 18104, (610) 530.2112 Insunnte Products olFered through John Hancock Lift Insurance Company, Boston, AAA 021 17 ~I -_ -. __- --_ ~L. _. .~... ._ _._-. _ _.. .. ____.._ ~._- _..._ _ _ ~._ _ ___ - ._. _. r __ _ __ _.. r. ~. ,.,__ _ • ~' UNITED STATES OFFICE OF `' PERSONNEL MANAGEMENT Washington, D.C. 20415 In Reply Refer To: Your Raferenee: ESTATE OF BILLING DATE: 06/18/ 0', MARY K. RAUDABAUGH CLAIM NUMBER: F16978 ~t-'.:~. ~ y...,, 60 W POMFRET STREET ~~~~~~~~~~ CARLISLE, PA. 17013 t~~~ 2 ~. 70~~ Dear ESTATE OF : ~,~RI~VIlV & McKNIGliT This letter pertains to an overpayment of Civil Service Retirement ~lnd! Disability Fund (CSRDF) monies. According to our records, $**1,203.70 aB paid to MARY K RAUDABAUGH after his/her death on 02 02 1 The regulations governing the CBRDF require that we collect ail monies d after the death of the intended payee . To date , $ * * * * * * * . 00 has been collec ell, leaving a balance due the CSRDF of $ **1,203.70• We have been n~tified by M & T BANK that you may have wi h raven these funds from the applicable account. At triis time, we are asking that $**1,203.70 be returned for d p sit to the CSRDF. Please remit this amount by check or money order made X ble to the Office of Personnel Management. Write the claim number reported o he enclosed Payment Transmittal on your payment, detach the Payment Transmittal d return it along with your payment in the enclosed envelope. If ou believe we are in error, please provide documentation (e.g. , ~' type front and Y back of cancelled checks, bank debit memos, etc.), supporting yo r ,belief that the amount is not owed, the amount is wrong, or the amount has a ready been repaid. Please forward copies of the supporting records, along t~ a copy of this letter, in the envelope provided. If you have any questions, please contact us at (202) 606-0677. ~i ~~~ r Receivables Managei~esi 3F 1184 Unit - Room ~3H 1900 E St. , N.W. Washington, D.C. 2Q4: Enclosures: 2 ~~ Section 0 nl+ool oaloa/o4 • ,~. ~. Z ~~ .~ Invo ce Da~e 3/18/2010 135 Vaughn Road * Shippensburg, PA 17257 NAME: KARL L. FLORENTINE ADDRESS: 12566 WiLIAMSPORT PIKE GREENCASTLE, PA. 17225 ___ ~ Rental of 30 Y'd roll off corrtainer for delivery on 3/19 to: 33 West Yellow Breeches Rd Carlisle. Pa. 17013 PAYMENT DETAILS Cash Check Credit Card X Name Marl Flonndne CC # Card # on File rmation Number 113709271 Thank you, we appreciate your business! ~~