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01-06-11 (2)
1505610143 REV-1 v~0 Ex (o,-,o> PA De artment of Revenue y OFFICIAL USE ONLY p panne Ivania County Code Year File Numher Bureau of Individual Taxes °~'""TAA6Nf0F"~1OAJ6 Po t3ox.28osot INHERITANCE TAX RETURN 21 10 ~~, 0427 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW ~I Social Security Number Date of Death Date of Binh 1 7d 9~ '?d9d f14 1 7 9A't n 7 A f17 7 QQd Decedent's Last Name Suffix Decedent's First Name ' MI LAIRD CATHERINE L (If Applicable) Enter Surviving Spouse's Information Below ', Spouse's Last Name Suffix Spouse's First Name ' i MI i Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICAT~ I`~H THE REGISTER OF WILLS i FILL IN APPROPRIATE OVALS BELOW ~ 0 1. Original Retum ^ 2. Supplemental Retum ^ 3' p o to d2r 3~8Z (tlate of death ) 1 ^ 4. Limited Estate ^ 4a. Future Irnerest Compromise ^ 5. Federal Estate T x Retum Required (dace ~ death after 12-12-82) © g Decedent Died Testate ^ T. pece~ar~l Maintejned a Living Trust ~ 8. TOtal NUmbt~r Of ((Alta opy rust) 2fe Deposit BOXeS (Attach Copy of Will) 9. fill atlon Proceeds Received 1 D, S usal P v Credit (dale of death 11 _ Election to u ^ g ^ t>~tween t~-~1 ~t and 7-1-95) ^ Br Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA S~IOULD BE DIRECTED TO: Name Daytime Telep lumber c ~ ' GEORGE F DOUGLAS III ESQ 717 24 33 ^ r~r,' ~ ~. ~ i Cr? C. REGISTER O SE O~Y ~~' ~`'~. ~..A.7 r....- First line of address ~~rt ~ ' _. C _.. 354 ALEXANDER SPRING RO ~ w 't ~~ , ~--~ .. ~ cn Second line of address ', ~ C DA E I ED City or Post Office State ZIP Code i CARLISLE PA Correspondent's e-mail address: 9dOU91a8~881Zmannhugh@s.COm Under penalties of pery'ury, I declare that I have examined this return, including accompanying schedules and statement, and to the t y knowledge and belief, l h~ k d R is true, correct and ~mplete. Dedaretion of preparer other than the personal representative Is based on all information of which p re now s any e ge. OR FILING RETURN SIGNATU OF PERSON RESPONSIBL~ ATE j o~ ~ ~ Andrea L. Price 6I, ~ll ADDRESS i 2115 Circle Road Carlisle PA 17013 SIGNATURE OF PREPARER OTHER THAN REPRESENTAT r i DATE lLl George F Douglas, III Esq. ', / ~ (/ f ADDRES 354 Alexander S rin Road, Suite 1, Carlisle, PA Side 1 1505610143 15056101,~r 3 J -_ L i r t REV-1500 EX or,rg Nom: Laird, Catherine L. 1505610243 RECAPITULATION 60,690.00 1. Real Estate (Schedule A) ....................................................................................... 1. ~~, 3'7,633.22 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. ', ' 4. Mortgages 8 Notes Receivable (Schedule D) ........................................................ ' ~ 4. 7,537.48 5• Cash, Bank Deposfts & Miscellaneous Personal Property (Schedule E) ............... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested............ 6. 10 , 584.12 7. Inter-Vivos Transfers 8 Miscellaneous N,nn-Probate Property Requested arate Billin u Se 7 ' 4 6 , 110.81 ............ g p (Schedule G) . , 8. Total Gross Assets (total Lines 1-7) ..................................................................... 8, Q2 , 555.63 ' 31 , 8 4 9.33 9. Funeral Expenses & Administrative Costs (Schedule H) ....................................... , 9. 1 , 72 9.95 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) .............................. 10. 33,579.28 11. Total Deductions (total Lines 9 8 10) ................................................................... 11. 12. ............................ Net Value of Estate (Line 8 minus Line 11) .............................. I 12. ~ 8 , 97 6.35 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............................................... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .........................:..................... 14. ~ 8 ~ 97 6.35 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 15 (a)(1.2) X .00 . 16. Amount of Line 14 taxable 22 $ , 97 6.35 16. at lineal rate X .045 17. Amount of Line 14 taxable 0 0 0 17 at sibling rate X .12 . . 18. Amount of Line 14 taxable 0 0 0 18 at collateral rate X .15 . . 19. Tax Due ................................................. ................................................................ . 19. 20. FILL tN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L 1505610243 Side 2 Decedent's Sobial Security Number 174 26' 424 0.00 10,303.94 0.00 0.00 10,303.94 1505610 3 REV-1500 EX Page 3 Decedent's Complete Addn3ss: File Number 21-10-0427 DECEDENTS NAME Laird, Catherine L. STREET ADDRESS 171 Virginia Ave. ', CITY Carlisle STATE I PA IP 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditaJPaymeMs A. Prior Paymerrts B. Discount 8,000.00 473.68 Total Credits (A + B) 10,303.94 8,473.68 3. Interest 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. Make Check Payable to: REGISTER OF 830.26 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPR P LATE BLOCKS 1. Did decedent make a transfer and: ~, Yss No a. retain the use or income of the ro transferred :............. .................................................... ^ P Perry b. retain the ' ht to des' Hate who shall use the property transferred or its income :...............................a.. c. retain a reversionary interest; or ......................................................................................................~....... x d. receive the promise for life of either payments, benefits or care? ...................................................... x 2 Ireceiv g adequate conside Uon?.1.2,.,982, dxi decedent transfer property within one year of death h h ut ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?~..... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity or other non- rotate ro which ................................... P P PertY i ^x ^ IF THE ANSYYER TO taANY OF THE ABOVE QUESTIONS IS YE3, YOU MUST COMPLETE SCHEDULE G AND FILE I~r pART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to r fo the use of the surviving spouse is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the s rvi irhg spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse ftom 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. I i 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 ears of age or younger at death to or for ~he u$e of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. §9116 (a) (;.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, ex pt as noted in 72 P.S. §9116 1.2) [72 P.S. §9116 (a) (1)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent (72 P.S. §9 16 (al) (1.3) . A sibling is defined under Section 9102, as an individual who has at least one parent in common wkh the decedent, whet~er biy bioo~ or adoption. ~._~ Rev1802 EX*(11-081 SCHEDULE A REAL ESTATE COAAMDNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN '~, RESIDENT DECEDENT '~ ESTATE OF FILE N M ER Laird, Catherine L. 21-10 27 All real property owned solely or as a tenant In common must bs reported at fair market vaiw. Fair market valor is defined as the price at whi~h p exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both havinngp reasonable knowledge of the rel vent Real property which Is jointlyownsd with r1gM of survivorship must be disclosed on eehsdule F. rty would be atts. Attach a copy of the wttlement sheet H the property has been sold Include a copy of fhs deed showing dscsdenYs Interest if owned as tenant in correrron. ITEM VALUE AT DATE NUMBER ~ DESCRIPTION I OF DEATH 1 Real Estate situate at 171 Virginia Ave., -Carlisle, Township of North Middleton, Cumbe an 157,000.00 County, PA 17013 I 2 .18 acres situate in Bloomsburg, Beaver Township, -Columbia County, PA t;Assesamen~ 3,690.00 51,000 x common level ratio 3.69 = 53,690) ~I I I it I ~, i ~~ I I I 'I ~i i ~~ I ills III I TOTAL (Also enter on Line 1, Recapitulationlll 160,690.00 (K more space is needed, additional pages of the same size) I Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-' __ - I __ 501 i Schedule A (Rev. 11-08) Rev-7Sfl] FJ(+ f8-981 SCHEDULE B STOCKS ~ BONDS COMMONWEALTH OP PENNSYLVANIA INHERITANCE TAX RETURN ~ '~ RESIDENT DECEDENr ' ESTATE OF FILE N M ER Laird, Catherine L. 21-10 27 All property jointlyowned with fight of survivorship must tW disclosed on Schedule F. i I ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALE OF DEATH 1 272 shares of AT&T Inc. 26.19 ~~ I 7,123.68 2 848 shares of Comcast Corp. i 24.53005 II 20,801.48 3 64 shares of LSI Corp. 6.26 II 400.64 4 147.376 shares of NCR 15.298 ~! ~I 2,254.26 5 147.376 shares of Teradata Corp 28.47 ~ ~ 4,195.79 Alcatel-Lucent -Lucent Technologies Inc. Long Term and ~' Security Plan, retirements savings '~ i 8 1,382.574 Alcatel-Lucent .5341703 I 738.53 7 394.385 Alcatel-Lucent Employer she Fund II I .7883831 302.25 8 130.466 Alcatel-Lucent Employer shs Fund 1 .7788307 I 101.35 9 75.98 Stable Value Fund 22.57488811 II I '~ i ~I I ~~ i ~ i 1,715.24 TOTAL (Also enter on Line 2, Recapitulation) I 37,633.22 (If more space is needed, additional pages of the same size) Form PA} Inc The Lackner Grou ftware onl m C i ht 2002 f 15 0' Schedule B (Rev. 6-98) p, . y opyr g (c) or so I it -- - ~ - -- Yw.1511A FYa !R_eRl SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSriVANIA '~ INHERITANCE TAX RETURN RESIDENT DECEDENT '~ ' '~ ESTATE OF FILE N M ER Laird, Catherine L. 21-10 7 Include the proceeds of litigation and the dete the proceeds were received by the estate. All property jointly-owned with the rlyM of survivorship must be disclosed on schedule F. I I II Ili ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 BELCO Community Credit Union -Account #178920 0 216.72 2 M8T Bank, Christmas Club Account - No. 25004920119341 480.06 3 Alcatel-Lucent -pension check dated 4/30/2010 II 517.31 Alcatel•Lucent -Lucent Technologies Inc. Long Term and Security Plan, retirements savi g ~ 4 Alcatel-Lucent, Money Market Fund I 3,178.15 5 1988 Chrysler sedan -VIN 2C3HD48JXWH2O9477 II i 1,000.00 I Household Goods taken in kind: I 6 Freezer -Deborah I I 10.00 7 Bed -Andrea 40.00 8 Dresser -Andrea ', 35.00 9 Grill -Andrea i 40.00 10 Folding table -Lois 5.00 11 Washer and dryer -Lois i III I 110.00 12 T.V. -Lois 15.00 13 Desk -Lois 10.00 14 Bookcase and books -Lois I it i i I ~I 15.00 II '~ Total of Continuation Schedules i See attached es TOTAL (Also enter on Line 5, Recapitulation) 7,537.48 (K more space is needed, additional pages of the same size) Copyright (c) 2002 forth software only The Lackner Group, Inc. Form PA - -_ 1 II 0' Schedule E (Rev. 6-98) SCHEDULE E CASH, BANK bEPO~IfiS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN r Ci O n tl n u ~d ', ', RESIDENT DECEDENT ' ESTATE OF FILE N M ER Laird, Catherine L. 21-10 29 ITEM VALUE AT DATE NUMBER DESCRIPTION ~ OF DEATH 15 Miscellaneous household -Lois ~I i 15.00 16 Dining Room set -Lois I 65.00 17 Dishes -Lois j 30.00 18 Sofa -Lois ', 50.00 19 2 Wing chairs -Lois 50.00 20 Table and chairs -Lois I ' I I I 50.00 21 Bedroom set -Lois 450.00 22 Bedroom set -Lois II! i 150.00 23 Curio cabinet, Item I1. c. of the Will - to Lois i I I 50.00 24 Doll Curio, Item II. d. of the Will - to Deborah ~ ~, I I 50.00 25 1969 Pontiac GTO Convertible -per Item II. a. of the Will -adeemed ~I 0.00 26 Hunting 8~ Fishing gear -Per Item II. b. of the Will -adeemed ~ ', 0.00 27 Butterfly tray -per Item II. d. of the Will -adeemed ' ~~ 0.00 28 The Sentinel -refund ', 19.38 29 PPL Electric Utilities Corp. -phase in credit I I, 225.86 30 Commonwealth of Pennsylvania - 2009 property tax rebate ' 250.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA~15~10 Schedule E (Rev. 6-98) i i j Rw-1808 EX~ (8-98) SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN J CO11tI11U@C~ '.. '. RESIDENT DECEDENT '~ ' ESTATE OF FILE N M ER Laird, Catherine L. 21-10 27 ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 31 United States Treasury - 2009 refund of overpayment of income tax 202.00 32 Commonwealth of Pennsylvania - 2009 refund of overpayment of income tax 180.00 33 Health Management Associates, Inc. -refund I i II ~ II I ~ I I i I ~ I i 30.00 TOTAL (Also enter on Line 5, Recapitulation) 7,537.48 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA -_. __ 1 it d Schedule E (Rev. 6-98) . ~... ,. . SCHEDULE F JOINTLY-OWNED PROPERTY COIaJONNIEALTN OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDFM DECEDENT ESTATE OF FILE N M ER Laird, Catherine L. 21-10 2~ Man asset was made join! within one year of the dusdent's date of death, It must be roportsd on utuMuls SURVIVING JOINT TENANT(S) NAME ADDRESS RELA 10 $HIP TO DECEDENT A. Andrea L. Price 2115 Circle Road Daug to Carlisle, PA 17013 !I B. C. i I ~ JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY F onrE of oEArH ITEM LETTER FOR JOIN DATE MADE INCLUDE NAME OF FINANCIAL INSTfTUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR DATE OF DEATH ALUE OF ASSE D C $ , DECEDENTS IWTEREST NUMBER TENANT JOINT JOINTLY-HELD REAL ESTATE. IN ER $T 1 A 11/1012004 M8T Bank, Certificate of Deposit No. 5,658.11 5 .0 0% 2,829.06 31003911904231 2 A 03/01/1978 M8T Bank, Checking Account No. 919519 4,998.98' S~.O 0% 2,498.49 3 A 12/30/1986 M8T Bank, Savings Account No. 10,513.13 5p.0 O% 5,256.57 15004200125662 ~, ', I ~I II I '~ i i I i i II TOTAL (Also enter on Line 6, Recapitulation) !~ 10,584.12 (H more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PAS-15 Schedule F (Rev. &98) L ~_ •c.n ev~.e o•, SCHEDI~LE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COAMJONVVEALTH OF PENNSYLVANIA ~, INNEARANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE N M ER Laird, Catherine L. 21-10 7 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is y it ~s. I ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S Exc usl N TAXABLE NUMBER TME DATE OAF TR~ANSFRER. ATTACNTA COPY~OFTTHE DEED F~OREREAL ESTATE. VALUE OF ASSET INTEREST (IF AP LIC BLE) VALUE 1 T. Rowe Price -Short-Term Bond Fund Rollover IRA, 46,110.81 100.000% 46,110.81 5500002002-2; beneficiary Andrea Price, daughter I i i it I i I~ '~ i i I I i I I I I'I ~I I I TOTAL (Also enter on Line 7, Recapitulation) 46,110.81 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA -- - _. 15 0 Schedule G (Rev. 6-98) 77[1 CYa /1/IJI[\ 11 .._- .._. __ , _ _-, SCHEDULE H FUNERAL EXPENSES ~ co ~P ~v~iA ~'~~~ ~~ o ADMINISTRATIVE COSTS ESTATE OF FILE NU B ~2 Laird, Catherine L. 21-10 2 Debts of decedent must be reported on Schedule L ITEM DESCRIPTION ~' AMOUNT q. FUNERAL EXPENSES: ~~ I See continuation schedule(s) attached 19,520.75 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) i Street Address City State Zio Year(sl Commission paid 2. Attorney's Fees Salzmann Hughes, P.C. 7 000.00 3, Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant ___ .- Street Address City State Zio Relationship of Claimant to Decedent 4. Probate Fees 315.50 5. Accountant's Fees 6. Tax Return Preparer's Fees i 7. Other Administrative Costs 5,013.08 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 31,849.33 Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA-1 - __~ . I Schedule H (Rev. 10-06) SCHEDULE H FUNERAL EXPENSES ANb ADIIAINISTRATIVE COSTS continued ESTATE OF I FILE N BIER Laird, Catherine L. 21-10 27 ITEM IT NUMBER DESCRIPTION AMOUNT 1 Funeral Exuenses ~ ' I Cavanagh Family Funeral Homes -funeral services ', I~ 10,519.00 2 Cavanagh Family Funeral Homes -partial payment of funeral services ~~ I 3,000.00 3 Andrea Price -miscellaneous funeral expenses ~ 18.15 4 i Andrea Price -flowers for funeral ~ ~ ~ 312.70 5 I Andrea Price -funeral reception ', ~~ 3,249.07 6 Andrea Price -payment to Lifestone for grave. marker '~, 558.00 7 i Andrea Price -miscellaneous funeral services ii 215.00 8 Andrea Price -funeral services paid to St. Peter-Paul ~~ i 1,250.00 9 Andrea Price -travel expenses for funeral services ~, !~ I 358.55 10 Deborah J. Levandoski -travel expenses for funeral services ~ ~~, i 40.28 H-A !I ~I 19,520.75 11 Other Administrative Costs ~' Register of Wills - 4 short certificates ~' ~ 16.00 12 Salzmann Hughes, P.C. -reimbursement for Cumberland Law Journal legal advertising ~! II 75.00 13 I Register of Wills -filing fees 30.00 14 The Sentinel -Legal advertising ~ j 198.16 i Co ht c 2002 forms r i pyng O oftwa a only The Lackner Group, Inc. Form PA-A SOb Schedule H (Rev. 6-98) -- - --- I__. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF (FIDE N~lf11~~~R Laird, Catherine L pp''~~..pp~~ ITEM DESCRIPTION NUMBER 15 Construction -repairs to house in order to administer the estate m preparation for sale 16 Salzmann Hughes, PA -reservation held for income tax return preparation, postage and miscellaneous contingencies ~~ 17 Rowe's Auction Service -Personal property appraisal 18 Register of Wills -one short certificates 19 BYN Mellon -sale of security expenses paid in order to administer the Estate 20 Computershare -sale of securities expenses paid in order to administer the Estate H-B7 Copyright (c) 2002 form software only The Lackner Group, inc. AMOUNT 3,763.63 600.00 95.00 4.00 32.69 198.60 5.013.08 Form P/V-15 Q Schedule H (Rev. 6-98) I p Rev-1512 t:X+(12-OH) scMEOU~~ i DEBTS OF DECEDENT, MORTGAGE LIABILITIES, 8t LIENS COMMONYVEP.LTH OF PENNSYLVANIA INHERITANCE TAX RETURN i, ', RESIDENT DECEDENT ESTATE OF FILE N M BAR Laird, Catherine L 21-10 2`l Report dsbb Incurred by the decedent prior to death that remained unpaid at the date o/ death, IncludlnQ urrrelmbureed medical • ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Alexander Springs Emer Phys -balance due on account ! I 8.00 2 I Robin K. Sollenberger, Tax Collector - 2010 real estate tax I ! 1,684.45 3 Mary F. Ward - 2010 School Real Estate Tax on .18 acres located in Bloomsburg, Beaver 37.50 Township, Columbia County, PA ! i II ! I i I ! ! I i ! I i! I i !!II'I '~ I !, ! i j TOTAL (Also enter on Line 10, Recapitulation 1,729.95 (H more space is needed, additional pages of the same size) Copyright (c) 2009 form software only The Lackner Group, Inc. Form PA- ~50 Schedule I (Rev. 12-08) ! SCHEDULE J BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: '~ Catherine L. Laird 04/12/2010 174-26-3424 ~ ~' Item Name and Address of Person(s) Share of Estat i Amount of Estate Number Receiving Property Relationship (Words) (3ES) 1 Andrea L. Price Daughter Sch F 8 G 2115 Circle Road 1/5th residue Carlisle, PA 17013 I ~i 2 Roger B. Laird, Jr. Son 115th residue I 237 South Millridge Trail C Ponte Vedra Beach, FL 32082 I I 3 Lois Green Daughter curio cabinet, spy -- 626 Woodland Ave. II bequest Mount Holly Springs, PA 17065 1/Sth residue ~i 4 Deborah Levendoski Daughter doll curio, specifi 762 Taylor Drive bequest Folcroft, PA 19032 1/5th residue 5 Shannon Mack Granddaughter 1/10th residue ~ 65 Adams St. Swedesboro, NJ 08085 6 Ryan Mack Grandson 1110th residue 65 Adams St. Swedesboro, NJ 08085 90,731.20 34,036.29 35,086.28 35,086.28 17,018.15 17,018.15 tall 228.976.35 __ .._ _.._.i _i.r._. _. _. - _ ._. __ REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA No . 2010- 0.0427 Estate Of : CA THER/NE L LA/RD (First, Midd/e, Lastl Late Of : NORTH M/DDLETON TO CUMBERLAND COUNTY Deceased Social Security No: 174-26-3424 WHEREAS, on the 23rd day of April 2010 an instrument April 9th 1996 was admitted to probate as the last will c CA THER/NE L LAIRD (First, Middle, LasU late of NORTH M/DDLETON TOWNSHIP, CUMBERLAND County, who died on the 12th day of Apri 1 2 010 and, WHEREAS, a true copy of the will as probated is anne} THEREFORE, I, GLENDA EARNER STRASBAUGH Register for CUMBERLAND County, in the Commonwealth of Pennsylvan.i certify that I have this day granted Letters TESTAMENTAR ANDREA L PR/CE who has duly qualified as EXECUTOR(R/Xl and has agreed to administer the estate according to law, fully appears of record in my office at CUMBERLAND COUNT CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand anc of my office on the 23rd day of April 2010. y .a. rrnma* * n r. r. nra MF.'.4 A RnVF, APPEAR (FIRST, MIDDLE, CERTIFICATE OF GI~A~NT OF LETTERS PA No. 12~I- 10- 0427 ted hereto. f Wills in and hereby 1 of which ~URT HOUSE, fixed the seal 5T LAST WILL AND TESTAMENT I, Catherine L. Laird, of North Middleton Tocvnship, Ctimberlk d County, Pennsylvania, being of sound and disposing mind, memor nd understanding, decizre the following to be my Last will and testarne~it, hereby revoking any and all wills heretofore made by me. Item I. I direct my executor hereinafter named to pay all my funeral expenses. Item II. I make the fallowing specfic bequests: a. To Andrea L. Price my 1969 Pontiac GTO Convertibl b. To Roger B. Laird, Jr., my husband's hunting and fig c. To Lois L. Shope, the curio cabinet, which belonged Mother, plus the sum of One Thousand ($1,000) Dollars. d. To Deborah J. Levandoski, my butterfly tray, the do: plus the sum of One Thousand ($1,000) Dollars. Item III. I give, devise and bequeath all niy property, both rea personal to my husband, Roger B. Laird, providing he survives me. Item IV. I have Warned my husband, Roger B. Laird, as benE my life insurance policies, and if he should predecease me, I direct proceeds from any life insurance policies I otivn are to be divided e forth in paragraph V herein. Item V. In the event that my husband does not so survive ni in a common disaster with me, I give, devise and bequeath all the r~ residtie and remainder of my property, both real and personal, to m children: Roger B. Laird, Jr., Deborah J. Levandoski, Lois L. Shope, a Andrea L. Price in equal shares per stirpes; and a fifth share is to be equally behveen my grandchildren of my deceased daughter, Parnell Shannon IVlack and Ryan Itilack, in equal shares per stirpes. If any r. children and/or my aforesaid grandchildren should die without iss share ~vilI go to my remaining living children or living grandchild aforesaid. Item VI. In the event that my husband does nvt so survive I~Ze any of my children and / or grandchildren as set forth in Item III, sh~ll I -- and gear. Qer's 'y on any as set dies ided Mack: y their and minors at the time of my death, I appoint Andrea L. Price as Trustee,! direct that my Trustee deposit any func-is due my aforesaid children grandchildren, in a Federally insured bank. During the pendency of', my trustee may invest as she sees Eit, and expend principal for medicp educational purposes nn behalf of my aforesaid children and/ or grandchildren as needed. tiVhen each of my aforesaid children and / grandchildren reaches age 21, h.is or her share shall be paid to him or either of my aforesaid grandchildren should be deceased by that tim , her share will go to his or her issue per stirpes, and if they sh~~uld di issue, their share will go to my remaining living children or living ~ grandchild as aforesaid. ~ Item VII. I nominate, constitute and appoint my husband, Laird, as my executor. If he should be unable to serve, I appoint ~ Price as substitute executrix, and T direct that they both should sf bond. I also direct that my executor shall serve without a fee. IN WITNESS LVHEREOF, I have hereunto set my hand and r~,~:; l ~ l day of ~.~.:~~,.,._,1 ,1996 Catherine L. Laird Signed, sealed, published and declared by the above named testatrix as Ind for her last will and testament, ~-vho at her request, in her presence, in our presence, and in the presence of each other have hereunto subscribed our names as attesting witnesses: ....~ J T dI / or trust, ~. If s or ithout B. L. thout this CO~•I~ION1-VEALT'H OF PEN~,TSYLV~NIA COUNTY OF CL?~IBERLAND f.. •~1 ~ 6Ve ': ~' ~ , . ~ 1-6 i `,k..'.+-- , ~ and t.>~~ ~ E r r .~ ~_ whose n~ signed to the attached or foregoing instrument, being my qualified to 1acv, do depose and say that we were present and saiv testatrix sig execute the instrument as her last will, and that she signed willingly she executed it as her free and voluntary act for the purposes thereii contained, that each of tts in the hearing and sight of the testatrix sig tivill as witnesses; and that to the best of our knotivledge, the testatrix that time i8 or snore years of age, of sound mind and under no cons~t undue influence. ~~ , t-., ... ~ _` ,~""~ ^ ,^ . =, • -~ Sworn to and subscribed before.. me this '-~r'' ~~ day of ~ ..,z-z.-t.-.- ~' ,1996 jl / r- /J ~'JC:ful1G~ ~~ Anne tA. G~,:•:.:`J-~t~z~ P4br:c h9y i; : T:!l ii-L%i i ~''ii+1 a Ji:i'j ~i =., c'~n7 are ding that d the s at int or CO~ItiION~VEAL'fH OF PENNSYLVANIA COUi~TTY OF CU~IBERLAiVTD I,~Catherine L. Laird, whose name is signed to the attached or ~o eboing instrument, having been duly qualified according to law, do hereby , acknowledge that I signed and executed the instrument as my last ~v'll, that I signed it ~~-iilingly; and that I signed it as my free and voluntary act f r tl~e purposes therein expressed. ;; / ~, ~ `~./ Catherine L. Laird Sworn to and subscribed _ before me this the ~i~"'- .day of :' '~-~~-~`~--1. , 1996. i ~ ~; - . ~ - :'.~:-~~.._.~. `~...._.,.-;:~ Notary a~ tf ~•_- r ~ r?~c axDB Resu: t Le ai ; ~. i7ttp:.'. tax~b.ccpa.aet, uetai;s.asp' id=29- i o-1 U96-10 I . ~.:,;<e;ec?°- l ..------ Detailed Results for Parce129-16-1096-101. in the 2004 Tax Assessment Database DistrictNo ~ 29 Parcel ID 29-16-1096-101. _...... . MapSuf6x Housero 171 Direction Street VIRGINIA AVENUE Owned _~ LAIRD, CATHERINE L C/O PropType PropDesc R LivArea 1676 CurLandVal 30000 CurImpVal 94660 CurTotVal 124660 _...._. CurPrefVal Acreage .27 CIGrnStat _. _ TaxEx .. I SaleAmt 49900 ' SalelVIo . 03 SaleDa 27 SaleCe 19 SaleYr 78 DeedBkPage 0027R-00993 YearBlt 1977 HF File Date 11/12/2004 HF Approval_Status A ~ ~a~, c~c~Q.oo ~ i. a~ ~(S~,q"71.tc0 CeMwtOr- ~`~`b __ __ = `_ 4/16/2010 8:59 AM i i ~ I,ooo,~o I ~ 3~6.U o ~~ ~)fBURG SCHOOL DISTRICT 2010 SCHOOL REAL ESTATE ':DATE 07/01/.2010 BILLS 00 05 49- TAXPAYER COPY ~r , H P DESCRIPTION ASSESSMENT RATE ~ DISC FACE AM UNT PENALTY IYAI~ CHECKS PAYABLE TO: Real Estate 1000 37.5000 35, 5 37,50 41.25 NTard' , ~ I ,~ _ ~ Second"-Street; - ~~?u~g, PA 17,$ I5 "" l ` i t .~ ~ HOURS JUL. AUG, OCT 21, 2<, 28, & 29 36 5 37.50 41....25 TH 9AM-4:30PM FRI 9AM-2 PM PAY',,, THIS' IF PAID QN IF PAID ON IF PAID oR BY APPT OR BEFORE OR BEFORE AFTER PHONE 570-784-1581 AMOUNT Avc 31 OCT 31 OCT 31 M A LAIRD ROGER & CATHERINE _ 171 VIRGINIA AVENUE I• CARLISLE PA 17013 T O c .. Tian Mode: OTC i1e' ``too6ar Tra'isaot4on4 ~ ~~~~ ~3 ~ .~~ I -~ if-# 3 C~ ~`'~J ~'~; ~~~Ii31 ~ ~' ~' ;OConlikers 0 Pal-ors 1 Plastics 0 Gora~anls 1 Joints : 0 Misc Codes ''Relations O Applications Score: ~~,s ~h~i - •~ D~~I ><rau "", Etrtective ' ,, , tt1E , trms~cbon tpw ort~t ~a~ a °" ; Fae~ ~ ." ;:~, Retarraee . E[fe~ctrre ' ° i2ats Qab- 03/31110; FO'iT DIVS r $0.07 $216.72 ! !~I ~~ ~ ~ 0.38100301 1 G0331 0. d0 D 216.65 I 02128'10 POST DIVS $0.08 $216.65 0.48100201 100228 0.50 D 216.57 ', ', 01/31/10 POST DIV'S 30.09 $216.57 ', 0.49100101 100131 0.50 D 216.48 i ~ I -1 ~ _ ~ i ', LUtP COrteC~ Main Office, Harrisburg Mailing Address P.O. Box 82 Harrisburg, PA 17108 -or- 449 Eisenhower Blvd. Harrisburg, PA 17111 _ _ _ _ .. _ :. Q M8T'Bank 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Salzmann Hughes George Douglas 354 Alexander Spring Rd Suite 1 Carlisle, PA 17015 Phone 888) 502-4349 Fax 302 934-2955 May 1Q, 20110 Re: Estate of: Catherine L Laird Social Security: 174-26-3424 Date of Death: April 12, 2010 Dear Sir or Madam: Per your inquiry, please be advised that at the time of death, the above-named decedent had on following: 1. Type of Account Certi, ficate of Deposit Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 31003911904231 Andrea L Price, joint-secondary Catherine L Laird, joint primary 11/10/04 $ 5655.30 $ 2.81 $ 565811 Christmas Club Account 25004920119341 Catherine L Laird 11/12/86 $ 480.06 $ 0.00 $ 480.06 with this bank the 3. Type ofAccount Account Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total 4. Type of Account Accoufu Number Ownership (Names o, fl Opening Date Balance on Date of Death Accrued Interest Total Checking Accoiau 919519 Catherine L Laird, joint primary Andrea L Price, joint-secondary 03/01/78 $ 4996.96 $ 0.02 $ 4996.98 ---- ---. ____~_..-_.._. Savings Account 15004200125662 Catherine L Laird, joint primary Andrea L Price, joint-secondary 12/30/86 $10512.94 $ 0.19 $10513.13 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 ~ us with an account number and/or name of any possible joint account holder. For any add above accounts, including ownership and any changes, closures and/or reimbursement of our North Middleton branch call #~1 ~-2ao-4521 Sincerely, ~~~~ ~~ Norissa Sears, Adjustment Services please provide rmation on the please contact Page 1 of 3 Print, Th~_P!age Alcatel•Lucent `~' Lucent Technologies Inc. Long Term and Security Ptan CATHERINE L. LAIRD 171 VIRGINIA AVENUE CARLISLE, PA 17013-1069 Retirement Savings Statement 9' Customer Service: (800) 410-015 Fidelity Investments Institutional i Operations Company, Inc. i 82 Devonshire Street ~ ~ Boston, MA 02109 Your Account Summary Beginning Balance Unrealized Gain/Loss Ending Balance Additional Information Vested Balance Statement Period: 04/12/2010 to 04/12/ 010 1 ;f5,Q33~52 52 _......_ .. __. ...~_.... _ __ .,. --- _.__. .___.... ..__.._.....___........... _..___......... __...a. _., Your Personal Rate of Return ii i Your Personal Rate of Return is calculated with atime-weighted formula, widely used by financi~! s analysts to calculate investment earnings. It reflects the results of your investment selections a well as any activity in the plan account(s) shown. There are other Personal Rate of Return ~ formulas used that may yield different results. Remember that past performance is no guara~nt~e of future results. i Your Asset Allocation Statement Period: 04/12/2010 to 04/ 2/2010 Page 2 of 8 li Short Term Investments ($3,176.15}, 52.64% ^ Bond Investments ($1,715.24), 28.42% Stock Investments {$1,142.13), 18.92% Your account is allocated among the asset classes specified above as of 04112!2010. and totals may not be exact due to rounding. Market Vatue of Your Account statement Period: o4~1zlzolo to 04~ Displayed in this section is the value of your account for the statement period, in both and dollars. Shares/Units Shares/Units Price Price Market Value Mark t ague lnvestmenf as of as of as of as of as of 9 of 0411112010 04/12/2010 04/11/2010 04!12/2010 04N 112010 04/ 2/ d10 Stock Investments ;i,lo3.sz ; AL Emplyr SHS FND II 394,385 394.385 $0.74 $0.76 $292.08 AL Emplyr SHS FND I 130,466 130.466 $0.75 $0.77 $97.94 Alcatel-Lucent Stock 1,382.574 1,382.574 $0.51 $0.53 $713.60 Bond Investments $1,715.14 ; Stable Value Fund 75.980 75.980 $22.57 $22.57 $1,715.14 Short Term Investments ;3,176.15 ;; Money Market Fund 3,176.150 3,176.150 $1.00 $1.00 $3,176.15 Account Totals ;5,99x.91 ;~ Please refer to NetBenefits and other Plan information, such as your SPD, for a description of right to direct investments under the Plan. For information on any plan restrictions or limitati those rights visit NetBenefits and click on "Plan Information". To help achieve long-term retirement security, you should give careful consideration to the b of awell-balanced and diversified investment portfolio, Spreading your assets among differe of investments can help you achieve a favorable rate of return, while minimizing your overall losing money. This is because market or other economic conditions that cause one category assets, or one particular security, to perform very well often cause another asset category, or another particular security, to perform poorly. If you invest more than 20% of your retireme savings in any one company or industry, your savings may not be properly diversified, Altho diversification is not a guarantee against loss, it is an effective strategy to help you manage investment risk. i 13 .25 .35 24 76.15 3.sz on of <: ~ _;: T. ROWE PRICE SERVICES, INC. VVWW:"RCWEPRICE.CCM May 6, 2010 George F Douglas III Esquire Salzmann Hughes PC 3~4 Alexander Spring Road Suite 1 Carlisle PA 17015 Subject: Estate of Catherine L. Laird Dear Mr. Douglas: 6aRi~rur~s, ~aar•;~lanu ~12~; ~t'30' d51~ FaiittErs ;Llill 4Udd u~rdi~h~;s f4liils, fv1a7~';;I8m7 i~ Thank you for contacting T. Rowe Price in regard to the account registered to tC Catherine L. Laird. The Short-Term Bond Fund Rollover IRA, 5500002002-2, is individually r~ beneficiary designated is Andrea Price for 100% of the assets. Below is the information as of April 12, 2010, that you requested: Number of Shares: 9,498.495 Price per Share: -$4.85 Accrued Dividends Earned: $43.11 (Accrued dividends earned are from the beginning of the month through April 1. dividends were reinvested into additional shares on April 30, 2010.) Balance: $46,067.70 (Accrued dividends earned have not been included in the total value.) If Ms. Price would like to have the assets distributed, please have her complete Inherited IRA Distribution Request Form for Beneficiaries. late The 2, 2010. The th~ enclosed DENCE If you have any questions regarding this correspondence or any of our services, phase call a telephone services representative at 1-800-225-5132. Representatives are available Monday through Friday from 8 a.m. to 10 p.m. ET and Saturday from 8:30 a.m. to 5 p.m. ~T. Sincerely, ~~~~ ~; Ms. Diamond Ferguson Senior Account Services Representative Correspondence Number: 01760447 Enclosure(s): ~ Inherited IRAD for Beneficiaries ', T. ' Plriae INVES ITH CONFIDENCE I~istorical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - I3igC... 1'a`~e 1 of~ i . Nderleat ouotexr TMs N Waleal Cuoles loot elbws you to look up ^ seeurkys meet elosirrp pdce. Simply type b the symbol and ^ htslorial dale to view a quote and rtkni shad br that securty. .. .~: ~~ Enter Symbol: att Enter Date: ;4/12!10 ~ , ATdrT Inc Monday, April 12, 2010 Mon ~ Enter Keyword(s) 'New Marketdata Proyi_dgr» Closkg Price: 26.2 open: a ~ ~ 26.24 Huh ~ ~ l~ . ~ ~ ~ 26.26 Law'. v 26.13 volume: ~-.. 1/,a~~, r ~----. 125,039 Go To Charting ~~~ Sponsored Links 255096 Penny Stock Gains2 Our last pick expbded 2550%! - 100% free and accurate newsletter) Mtp:Nvww.PennySbcksExpert.com what is online trading Find what is online trading at SmaRer.com wwwsmadeccam 2010 #1 Oil Stock (PDGO) yVhy investors consider them the next BIG oil player) www.EnergySloclW leds.com OTC Stocks Penny Stock Experts recommend FREE Email Alerts for up to 3000% gains. vnvw.OxotwaeSlreel.wm~ Elnd_a.4roker OR b0 D~A~S ~ ' aaaoa aowuTCS Un 1 ' ~ r~ "_ Smarede: S7 Tndes, Trade Free for e0 Days. Trade Now at FMtelxy Faal Executbns E•TRADE Sewritba. 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All quotes aro b tonal exchan0e time. i Dow Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - 13ig~:... Pale i v i t More Enter Keyword(s) HULBERT ON MARKS wlu~rs ttra+la+s - Ne~1r_Mark~tdaa Prov_fdsr ». -. s - IrlaterlaalOeetee This Historical Quotas tool albws you to hok up a seeuray'a exact rJOa(rlg price. Skrlply type in the syrMW arW a historkal tlate to view a quote and mMi chart Mr that securky. Enter Symbol: tsi Enter Date,. ;4112/10 ,! LSI Corp Monday. AprN 12, 2010 Cbsing Price: ~ ~ 6.25 opera Cry [~ B.22 High: / / ; • 6.32 Low: ~~ ' ~ 4 (\ 6.20 ~_ volume: ~ ~ pt), tQ y 6,158,967 No Splits Go To Charting ~~~ ~ 2-Month Daily ChaA of LSI Corp Sponsored Links S1 Oil Stock for 2010 ( PDGO) Why Investors consider this'wmpany the next BIG oil player! www.E nergyStockAkrts.com Hot Stock Alert • EHSI Profd From Heakhcare Explosion. New Millionaires Created Today. 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Real tirta last sale data provided by NASDAQ. More Inlortnatlon on NABBeSl tredfffi.ayingdls end Iheir curtenl Iklandal StiWS. Intraday data delayed t5 minutes for Nasdaq, end 20 minutes for other exchanges. Dow Jonas Indexes3M Qom Dow Jones 6 Company, Inc. SEHK fnlroday data is provided Dy Comalock and b at Ieasl 110-minutes deayed. All quotes are M local exchange time. ... , _~ o__,.. ~~ Daw i i II a~l~t~ v~ai~ni n Historca Quot:s: ~.hartinb Too:s ror i.oo~.n~ Lp a :~~curitti s ir:.::,:~ l.,iasng 1'r.., - :~:~_~~. 1 _ , .ii Mon Enter K,=y~HOrd(;J ~`~'~ :~ `d" :~Il'fhin_~s 1)igitaC G Tech and Media News, - v • ~ -Nh[tlllnellele Children's soak Apps t3et Curbwer And Curbuwr 00.10 - t:t4 pm PT ~ ~ a f t Joha faotleowb PaYn New Dwkae VhbOe UpproM in 1M yyorks : Oe.te ~ 59 am PT .~ " ' ~"" Nbr Kalka YouTUMY Saaet'Nww fsparkrrM' pry Wnedl (waminy: tbt _ - OItB ?,.00 am P'i aV~ ,ti„/~ .._.». 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SEHK mlraday data is provided by Comstock an0 is at least 80-minutes tlelayetl. All quotes are b local exchange lime. Free SSDN Account Dow