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HomeMy WebLinkAbout01-12-11!~ t ~` ,~ • Z5O~61O14O PA D~ of Revenue . tJBE ONLY Bureau of I~vidusl Ta~aes INI~TANCE TAX RETURN Qoda Year Fife t+knrd~er PO f3ax 280601 ~~ 1 fl 0 5 2 2 Harristrura, PA (7128-0601 RE~SDENT~~EQENT ENTER DENT tNFOI~ATiON BELOW Social Sectulty Number Dane of Death MYDD'YYYY Dabs of Birtlt IWDDYYYY 193 24 0129 O51]~2O1II D51Q1931 Decedent's Last Name Su86c Detasds~s Fiat Name fNl A L S P A U G H L O I S M (lf Applicabat? Entrr S+mrlving Spouse's fnfomurtlon Beloer Spous~s's Last Name , Suflbc Spotme's Fast Name full Spouse's Social Seaslly Number THE f~T[!~I li~$T 8E FlLED IN DUPLICATE WITH THE . REGIS7'~1~ QF 1NtLLS FILL. iN APPROPRIATE OVAL8 BELOW ® 1.Or~glnaf Retum ~ 2 Suppkmentat fit ~ 3. R~nairMer Rum (dabs of death pribrfio 12-13-82) 4. Limited Estate ~ 4a. Futme i t..otripr~7cnise (dale of [] 6. Faderai Estate Tax f~#um Required dsnth atlsr 42-1282) ® 6. Deoedertt Died Testate [] t. E~ooedent 1A~rbd~! s ~rtg T'Yustt 8. ToRPi Niger c4` Saib Deposit Boxes ~ ~pY ~ O~ a'T~ 8. Ltggatfon Prooaede Reoet+~sct ~ 1Q. Spousal PbtisrtY Ctiedl~E ~dabe of death ~ 11 _ Eleoflat tD tax under Sac. 9113{A) .. between 1231-61 and 1-186) Sdt. O) - 8'OCTl01i lif>O$f BE . ALL JIB CDN~IiIAI;AXlITfblt BHONLD 88 D T0: Name a TeiepMoere Number ~- ~4 R C V S ~ .- ~ c~ ~~ I G- H T ,~ III 7 1 7 2~ 9- 2 ~'=5~ 3 -z.~ REOf&TER t!$E OWLY, --r-t 1.. , -~ _. ,_:_7 . rf-'t=om ,. ..., ~__; r First Tne ol< address _ =' r 7-~ -~` ,. r ' ' .::'.... 1. J .' ?.\ ... bD tiE ST P~RFRET STR EET __t,:~ --~t ~-~- ,; - ~~7 0 - rr.. ~ .... . , ~ ~ City ar Post Office Stsbe LP Cade Dri'T'~FItED~ - C ~.R .LI SLE .P _d ~7D ].3 CorEVSpornle~s a-maif~ addr+sse: Undue of petit, i daalaiettmE ~ tmana earnfied eas raem, hdudtp aooomprryin8 ad~eaules and s~iemeab,, and to ~ bat atmy a and beAef, tt is true, cared and canpiMs. Dsdatslion orpCSpaAratttsrtlwn thepataatet taptseet~IMe b bared cn au inibttaaeon cewlrcn pnepaner raa ~, krrowledpe. s~c~-TU~ of PERSON ~~ r-oR ~r~ ~uRN ~~ ~ ~,_ 1 L 150561014D Side 1 150561Q140 J PLEASE USE ORIQINItI. FORlI ONLY Rcv-i 50o EX Page 3 File Number ~ n~ ~n n~hh ueceaent-s 4ompiete Aaaress: ' ~ ~~~~ T ~ ,~ * ~ T DECEDENTS NAME LOTS M. ALSPAUGH STREET ADDRESS 630 WEST PENN STREET CITY STATE ZIP CARLISLE PA 7013 Tax Payments and Credits: ~. Tax Due (Page 2, Line 19) (1) 20,141.48 2. Credits/Payments 19 559 64 . , A. Prior Payments B. Discount 1,007.07 Total Credits (A + B) (2) 20, 566.71 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (4} 425.23 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, AGENT ~ {{~~FF f . .....,. ...~4fN.Y. ~. i~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... ^ ^ b. retain the right to designate who shall use the property transferred or its income; ............................... ^ c. retain a reversionary interest; or ................................................................................................ ^ 0 d. receive the promise far 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? ....................................................................................... " " ^ ^ or payable-upon-death bank account or security at his or her death? ......... intrust for 3. Did decedent own an 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ® ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. 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 surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2400: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1}]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Oi-i2-2011 16:03 FR0~1-IRWIN d~ f~icl(NIGHT LAW OFFICES T l~ f .~ +T1T2466354 T-55B P.002/002 F-036 ~sosb~o~w^ REl!••1500 EX Ge+Cedent's Social Security Number ~' 9~ ~ 4 0 ]~ 2 9 r:Nam.. LQIS M• ALSPAl1GH _..,~_ .r RECaPlTUL.ATION~ ~ 0 b o D ©, 0 0 7. .., Real Estate {:;cheduie A) ... . .. .... . ...... . .. ..... . ... . ...... 1. 2 ? ~ ~ 4 1, . 7 6 2, Stocks and Bands {Schedule g) . . . . .... . .. ...... ... . . . ........... . 3, Closely ME~Id l~orporation, Partnership 4rSola-Proprietorship {Schedule C) . - - .. 3. • d. Mortgages ant No6es Receivable (Schedule D) .... .... . . . ..... . . .... . . 4. 1 4 2 J 4 5. 8 4 d. CashT Bank i7~rposits and Miscellaneous Persor>al PropErty {Schedule E). , , .... 5. 6, 3oirttty t7Wned Prop8ltat {Schedule F) Q Separate BiNing Requested ..... , . fi. '~ ~ 1, ~ , L ~ ~. Inter-V~'os TrdnStera & Mis+~llar~eous rotate Rroperty Billi t R d S ~ 1 5 3 2 3 2. 8 4 ....... ng eques e eparate {srhedul8 G) . S. Tote! t3ross Assets (total Lines 9 through 7) , _ .... , . , . . _ ...... 8. 4 $ B 4 3 3 . 5 6 9. Funeral F~xperses and Administreth+e Costs (Schedule M) .. . . ............. . g. 3 8 2 9 4 . ~ 7 10. C)ebts of Deterdent. Mortgage Liabilities, and Liens {Sc118du1e I) ............. 10. ~ 5 5 ^ . ? 6 11, Tote! pe+duc.tion5 {total Lines $ and 10) . ........ ..... . .. ....... .... 11. w ~ $ ~ 5 • 1 ~ 'f2. Net Value o~ Estate (Lit19 $ minus [.Me 11) . . .. . . ... . . . ....... .... . .. 12, 4 4 7 B 8 B . 4 ~ ~ 3_ Charitata[e a:nd Goarernme»tal Beques<s++Sec 9113 Trusts for which an election to tax hAS not beetl made {Schedule J) ...... . ........ . . ..... 1~• • 1+~. Nei Value S,~bJect to Tex (Line 12 mMus Line 7 ~) ........... , . , • . _ • ... • 14. .~.._...~__. .r~,._....~_.~.~.-.... 4 4 7 $ 8 8 . 4 ~ TAX CALCUL.ATI~N -SEE iNSTRtiCT[ONS Fc~R APPLICABLE RATES 75. Amount of Line i~t taxable at the *p0us,at tax rate, or transfers un~9er SeG. 8116 {ax1.~~ x-~ .~.. o. a a ~~. a. o a 'l l5. amount pf line 74 table ~t Gneai rate ~ .oas -~ 4? s 8 8. w 3 ys. 2 a ~ ~ i. 4 8 'ffi. Amount of [.ine 1¢ taxable at sibling rate X .12 0 . D ~ 17. 0 • ^ a 1$. Amount Gf i,ine 1~ taxable a a Q at reallateral rate X .15 18 a * ^ O 20. RILL. IN THE f~VAL !P YOU Aim [ZEQUEST11dG A REFUND ~f AN OVERPAYMENT ^ Side ~ 1~50,~b10240 15056~,~Z~+ o -- r , E~ Continuation of REV-1500 Inheritance Tax Return Resident Decedent LOIS M. ALSPAUGH 21 10 0522 Decedent's Name Page 7 File Number Correspondents Name Daytime Telephone Number M A R C U S A M c K N I GH T I I I 7 1 7 2 4 9 2 3 5 3 First line of address 6 .0 W E S T P O M F R E T S T R E E T Second line of address City or Post t?ffice C A R L I S L E Correspondent's e-mail address: State ZIP Code P A 1 7 0 1 3 Under penalties of penury, I declare that 1 have exanwred this return, k~duding 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 infamatbn of whk~- preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FO F ING RETURN DATE o~ - ARDR 4557 FAIR VALLEY DRIVE FAIRFAX VA 22033 REV-1502 EX+ (01-10) ~ , Pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: LOIS M. ALSPAUGH ~ 21 10 0522 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 630 WEST PENN STREET, CARLISLE, PENNSYLVANIA 106,000.00 SETTLEMENT SHEET ATTACHED TOTAL (Also enter on Line 1, Recapitulation.) I $ 106,000.00 If more space is needed, use additional sheets of paper of the same size. REV-9503 EX + (8-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER LOTS M. ALSPAUGH 21 10 0522 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. DWS INVESTMENTS (ORRSTOWN FINANCIAL ADVISORS) 30,528.76 ACCOUNT #: 133146022 DWS MANAGED MUNICIPAL BOND FUND-A 2. DWS INVESTMENTS (ORRSTOWN FINANCIAL ADVISORS) 43,944.48 ACCOUNT #: 133146022 DWS CORE PLUS INCOME FUND-A 3. PRUDENTIAL FINANCIAL, INC. 2,968.52 47 SHARES @ $63.16 PER SHARE _ $2,968.52 TOTAL (Also enter on (ine 2, Recapitulation) I $ 77,441 (lf more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) ~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER LOIS M. ALSPAUGH 21 10 0522 Include the proceeds of litigation and the date the proceeds were n~ceived by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. FIRST NATIONAL BANK OF CHESTER COUNTY 11,935.23 CERTIFICATE OF DEPOSIT #290005029 2. 1999 HONDA CIVIC LX -VIN#2HGEJ6679XH578423 3,600.00 3. CITIZENS BANK -CHECKING ACCOUNT #6100729559 5,801.11 4.. CITIZENS BANK -CHECKING ACCOUNT #6203776800 43,396.32 5. CITIZENS BANK -CERTIFICATE OF DEPOSIT #6258537953 50,011.18 6. PERSONAL PROPERTY -SETTLEMENT SHEET ATTACHED 27,602.00 TOTAL (Also enter on line 5, Recapitulation) $ 142 345.84 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY c~ ~ A i e ur: FILE NUMBER: LOTS M. ALSPAUGH 21 10 0522 ff an asset was made jointly owned within one year of the decedents date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT a. KAREN A. McCARTHY 4557 FAIR VALLEY DRIVE DAUGHTER FAIRFAX, VA 22033 s. DONALD K. ALSPAUGH 1860 BANNISTER STREET YORK, PA 17404 SON c. JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET 96 OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENTS INTEREST 1. A.B. 05/2009 CITIZENS BANK 18,855.86 33.3 6,279.00 CERTIFICATE OF DEPOSIT #6256337817 2. A.B. 04/2007 CITIZENS BANK 9,411.77 33.3 3,134.12 CERTIFICATE OF DEPOSIT #6250438638 TOTAL (Also enter on Line 6, Recapitulation) I S 9,413 12 If more space is needed, use additional sheets of paper of the same size. REV-1!510 EX+ (08-09) ' Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF rILC 19UmDGR LOTS M. ALSPAUGH 21 10 0522 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes, ITEM DESCRIPTION OF PROPERTY INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION of aPPUCae~E~ TAXABLE VALUE NUMBER THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE 1. DWS INVESTMENTS-ORRSTOWN FINANCIAL ADVISORS 70,123.82 100.00 70,123.82 ACCOUNT #: 8900064509 -IRA DWS STRATEGIC GOVERNMENT SECURITIES FUND-A 2. FIRST NATIONAL BANK OF CHESTER COUNTY 717.86 100.00 717.86 CERTIFICATE OF DEPOSIT #290003967 ITF KRISEN N. ALSPAUGH AND JUSTINE M. ALSPAUGH 3. SUSQUEHANNA BANK 10,655.16 100.00 10,655.16 CERTIFICATE OF DEPOSIT #10005550172 ITF KAREN A. McCARTHY/DONALD D. ALSPAUGH 4. SUSQUEHANNA BANK 5,341.72 100.00 5,341.72 CERTIFICATE OF DEPOSIT #10005649099 ITF KAREN A. McCARTHY/DONALD D. ALSPAUGH 5. SUSQUEHANNA BANK 12,157.70 100.00 12,157.70 CERTIFICATE OF DEPOSIT #10005864771 ITF KAREN A. McCARTHY/DONALD D. ALSPAUGH 6. SUSQUEHANNA BANK 20,827.94 100.00 20,827.94 CERTIFICATE OF DEPOSIT #10007287435 ITF KAREN A. McCARTHY/DONALD D. ALSPAUGH 7. PRUDENTIAL ANNUITIES 33,408.64 100.00 33,408.64 CONTRACT NO.: E0231742 BENEFICIARIES: • KAREN A. McCARTHY/DONALD D. ALSPAUGH TOTAL (Also enter on Line 7, Recapitulation) ~ $ 153,232.84 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) 9 i Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER LOTS M. ALSPAUGH 21 10 0522 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. HOFFMAN-ROTH FUNERAL HOME 2. CUMBERLAND VALLEY MEMORIAL GARDENS B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address 2. 3. 4 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. City State ZIP Year(s) Commission Paid: AttomeyFees: IRWIN & McKNIGHT, P.C. Family Exemption: (If decedent's address is not the same as daimanYs, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: REGISTER OF WILLS Acxountant Fees: Tax Retum Preparer Fees: PATRICIA A. ROSENDALE, CPA REGISTER OF WILLS -FILING FEE CUMBERLAND LAW JOURNAL -ESTATE NOTICE THE SENTINEL -ESTATE NOTICE ROY D. GOTTSHALL -APPRAISAL ON PERSONAL PROPERTY PAM REISINGER -LAWN CARE CLOSING COSTS ON SALE OF REAL ESTATE ROWE'S AUCTION SERVICE -COMMISSION -SALE OF REAL ESTATE ROWE'S AUCTION SERVICE -COMMISSION -SALE OF PERSONAL PROPERTY DUMPSTER DIRECT -TRASH REMOVAL REGISTER OF WILLS -SHORT CERTIFICATE STEVEN W. BARRETT REAL ESTATE -APPRAISAL ON REAL ESTATE 2, 394.16 1,285.00 15, 500.00 315.50 350.00 30.00 75.00 198.16 125.00 350.00 4,301.54 3,180.00 9,306.01 530.00 4.00 350.00 TOTAL (Also enter on Line 9, Recapitulation) $ 38,294.37 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) ' Pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER LOIS M. ALSPAUGH 21 10 0522 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM ~ VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CITIZENS BANK -CREDIT CARD 118.26 2. CENTURYLINK -TELEPHONE 37.58 3. CLOSE CALL AMERICA -TELEPHONE 7.20 4. PP&L -ELECTRIC 166.96 5. ERIE INSURANCE GROUP -HOMEOWNERS INSURANCE 448.00 6. CARLISLE BOROUGH TAX ACCOUNT -REAL ESTATE TAXES 1,582.28 7. BOROUGH OF CARLISLE -WATER/SEWER 140.48 8. CARLISLE REGIONAL MEDICAL CENTER -MEDICAL 50.00 TOTAL (Also enter on Line 10, Recapitulation) I S 2, 550.76 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) i ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: LOTS M. ALSPAUGH 21 10 0522 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Indude outrght spousal distributions and transfers under Sec. 91116 (a) (1.2).j 1. DONALD K. ALSPAUGH Lineal 223,794.21 1860 BANNISTER STREET 1/2 REMAINDER YORK, PA 17404 2. KAREN ALSPAUGH McCARTHY Lineal 223,794.22 4557 FAIR VALLEY DRIVE 1/2 REMAINDER FAI RFAX, VA 22033 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. jj, NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. If more space is needed, use additional sheets of paper of the same size. ~tt~# i11 tt~c~ t~r~t~xnt~n~ of I, LOIS MAY ALSPAUGH, of 630 West Penn Street, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all other wills and codicils heretofore made by me. FIltST. I direct that all my just debts and funeral expenses be paid from my estate as soon after my death as practically and conveniently may be done. SECOND. I direct that my remains be interred within my family's burial plot located at Cumberland Valley Memorial Gardens, side by side my beloved husband, Donald H. Alspaugh. THIRD. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. FOURTH. I give, devise and bequeath any and all tangible personal property owned by me at the time of my death unto my children, KAREN ALSPAUGH MCCARTHY and DONALD K. ALSPAUGH, in equal shares, per stirpes. FIFTH. I give, devise and bequeath any and all real estate owned by me at the time of my death, unto my children, K;A,REN ALSPAUGH MCCARTHY and DONALD K. ALSPAUGH, in equal shares, per stirpes. SIXTH. I give, devise and bequeath all the rest, residue and remainder of my estate unto my children, KAREN ALSPAUGH MCCARTHY and DONALD K. ALSPAUGH, in equal shares, per stirpes. SEVENTH. I direct that any and all Inheritance, Estate and Transfer taxes imposed upon my estate passing under my will or otherwise, shall be paid out of the principal of my residuary estate. EIGHTH. I hereby nominate, constitute and appoint my children, KAREN ALSPAUGH MCCARTHY and DONALD K. ALSPAUGH, as Co-Executors of this my Last Will and Testament. I hereby relieve my Executors from the necessity of posting security in connection with their duties, as such, in any jurisdiction in which they maybe called upon to act insofar as I am able by Iaw to do so. In addition to the powers conferred by law, I authorize my Executors, in their absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. NINTH. If any of my grandchildren, beneficiaries of this, my Last Will and Testament, shall be under the age of twenty-three (23) at the time of my death, then any portion of my estate in which they share shall be held in trust for them with their aunt or uncle, as Trustee. The trusteeship shall end when the child attains the age of twenty-three (23) years. The Trustee, shall provide for the care and maintenance and education of said children and shall from time to time use either principal or income from the inheritance to provide for these needs. TENTH. I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executors and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS 'WHEREOF, I have hereunto set my and and seal to this, my Last Will and Testament, consisting of two typewritten pages this2z" ay of May, 1997. LOIS MA SPA Signed, sealed, published and declared by the above named Testatrix Lois May Alspaugh as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. C ~~ #~. / ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBE~A'I.AND ss. I, Lois May Alspaugh, Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. LOIS MA SPA Sworn or affirmed to and acknowledged before me, by Lois May Alspaugh this Z~'day of May, 1997. (1 Notary Public COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBE~'LAND ss. We, (/U ~~J~~dryl l~ • ~~~C~ and ~~%rr~~2~i' s• ~~/~S' ~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Lois May Alspaugh sign and execute the instrument as her Last Will; that Lois May Alspaugh signed willingly and that Lois May Alspaugh executed as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge, the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. A ..~~ j ~ ~~ Sworn or affirmed to and subscribed before me by ~;11: ~,~,~- ~:~,,,..~ ~ ~. and y` ~ s ~~/ s . Yu-~ ~s~r, witnesses, this ts~~ay of May, 1997. Notary Public R~ c ~ ~~ LAW OFFICES rr 1[,~ jj~ ~ ~( ~ J' N ~ 1 ~L+ ~G ~ ~~ a Settlement Statement U.S. Department of Housing and Urban Development OMB No. 2502-0285 ~ ~1 ~I 1 1I e-l J B. TYPE OF LOAN INESTPOAQFRETPRQFESSIONAL BUILDING 1• ^FHA 2. ^FmHA 3. OConv. Unins. 4. VA 5. Conv. Ins. 6Q VI~3T POMFRET SIREET CARLISLE PENNSYLVANIA 17013222 6. FILE NUMBER CLITESR1210 7. LOAN NUMBER (717) 249 2353 8. MORTGAGE INSURANCE CASE NUMBER C. Note: Nss nrrrwd "~,o.a.r trots pre aatrds ~ aMsr~an spesst has for iMssstkn po~p sort awn MaieMr~e. a~An. t>fte "'r0' ~ Forar~Na w ~ ~et~`oss. a~.ei t'~a ssss and ors not tsaN~dse in the totals. t~ana s ~n ~a0s ~p0~ TilleEXpre83 S@titl~rl@nt System Prin~d 12107IZ010 ~ 13:28 JMR D. NAME OF BORROWER IARK PROPERT8D3, LLC ADDRESS: 50 HICKORY ROAD PA 17015 E. NAME OF SELLER LOTS MAY AL8PAUGH ESTATE ADDRESS: F. NAME OF LENDER RICHARD L CLTTE8 ADDRESS: P. 0. BOX 37 EWOTT88URG PA 17024 G. PROPERTY ADDRESS: 630 WEST PENN 8TREET, Carlisle, PA 17013 CarBsle H. SETTLEMENT AGENT: IdtM REAL ESTATE BERVICEB, LLC, Telephone: 717 24®-2353 Fax: 717.24x6354 PLACE OF SETTLEMENT: West Pomfnt Professional Bid 60 Wat Pomfret Carlisl PA 17013 I. SETTLEMENT TE: 1?J0812010 . K. 3 T SA 100. GROSS AMOUNT DUE FROM BORROWER 400. QR088 AMOUNT DUE TO SELLER 101. sales 1 000.00 401. Contract 106000.00 102. Personal 402. Personal 103. Settlmrlent to bonoxrer fne 1400 1952.00 403. 104. 404. 1~. 405. ltsUmeMs for items id seNer t o advance rtis for iterrrs seller i n advance 107. Cou fazes 121081'IOto12131H0 46.60 407. texas 12108MOb12131H0 46.60 108. Scholl Tax 12108PIOto08130M1 858.34 408. Sctlool Tax 12tSB110to08130M1 856.34 109. ~. 110. 410. 111. 411. 112 412. 120. GROSS AMOtNI'T DUE FROM BORROWER 1 856.94 4'10. GROSS AMOUNT DUE TO SELLER 106 200. AMOUNT8 PAS BY OR ON BEHALF OF BOR ROWER 500. Rf DIK: TI0N8 IN AMOUNT DUE TO BELLER 201. a earnest 1600.00 501. see instnx~ior~s 10600.00 202. amount of new loans 1 856.94 502 Settlement to seler line 1400 4301.54 203. s taken to 503. s fatten to Z04. 504. of First Loan 205. 505. 208. 508. 207. 507. ZOB. 508. 209. 509. la~rrterrts for items tm s~ler Ad u:trnenb for items un seller 213. 513. 214. 514. 215. 515. 218. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BYIFOR BORROWER 119 .94 520. TOTAL REDUCTION AMOUNT DUE BELLER 1901.54 300. CASH AT S FROM OR TO BORR OtiYER 800. CASH AT SETTLEMENT TO OR FROM SELLE R 301. Gross amourd due from bonawer Ikre 120 1 &16.94 801. Gross amount due to seller qne 420 106904.94 302. Less amounts Itor borrower 220 119 .94 802. Less reduc4ian amount due s~ler ir>B 520 1901.54 303. CASH TO BORROWER 10600.00 603. CASK TO SELLER g2 003.40 Previous sdNtaw aro obsoMte U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT . SETTi.~NT STATEMENT ' form NUD•1(JAB) rer HalWbook 405.2 Fib Numb: CLRE8R12-10 PAGE 2 Ttu.,e...,..,ee edllew.e.d t2..eie... D.inidi ~7N17M)fl1A aF ~9.9II 1\ID ~ sue' $ PAID FROM PAID FROM 700. TOTAL SALESIBROKER'S COtWIAiSSION based on rice 5106 000.00 = BORROWER'S SELLER'S Division of commiesion iht8 700 as fotlorrs: FUNDS AT FUNDS AT 701. ro SETTLEMENT SETTLEMENT ?02. to 703. Cotrunission at Settlement 800. REMS PAYABLE IN CONNECTION YVRH LOAN 801. Loan Fee 96 802. Lt~art Discount 96 803. Fee 804. Credit 805. Lenders) Fee 806. Fee 807. Assum Fee 808. 809. 810. 811. 900. KEYS REt~RED BY LENDER TO BE PAID IN ADVANCE 901. Interest From ro /d 902. Irisurai>oe Premium for ro 903. Hazard Insutartoe Premhtm for ro 904. 905. 1000. RESERVE8 DEP081TED MATH LENDER FOR 1001. Hazed Irisuranoe mo. Imo 1002. Insurance mo. Imo 1003. Tax mo. Imo 1004. Cou Tax mo. 59.07 Imo 1005. Scholl Tax mo. 127.36 Mro 1009. 0.00 0.00 1100. TITLE CHARGES 1101. Seltlernent a fee 1102. Abstract a title search 1103. Title e~cananatlon 1104. Title insurarioe binder 1105. Document 1106. Fees 14.00 1107. s fees ro IRMIIN r9< MCKNIGHT P.C. T50.00 incwdes above items No: 1101 11 11 11 1107 1108. Title Irtstuanoe rldudes above items No: 1109. Lerxiers 1 .~ - 1110.Ormers 1 000.00 - 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Fees Deed 64.00 64.00 • Bahasa 128.00 1202. Deed .00 1060.00 1203. Stns Taxlstam Deed 060:00 1060.00 1204. 1205. 1300. ADDRIONAL SETTLEMENT CHARGES 1301. Surve 1302. Pest In 1303. 1304. RBI Estate Auction ro ROWE'8 AUCTION SERVICE 3180.00 1305. 1306. Final ViltrlSwraCCT #008005 ro BOROUGH OF CARLISLE 61.54 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Sectbn 1952:00 301.54 ituD cERTtFICi-t1DN of aort=a AND sp.tFe 1 haw earduNy reviewed tlN NUDd SsmrnanR Statement and is Sts beet d m~IneiMedOebN(ef. N is a true and accurate stetnnant d aM roatpte and ~fburaamaMS made on my account m by n b tlds trawaetlon. l tLMSr pdry Sat 1 haw neeeivad a copy dSls Nl~-7 WAgNYiK~S: R IS A CRtYE TO KNpIIYiOLY YAKS FALSE STATEMENTS 70 71tE The NUD-1 SatlNmad Stalemem vrhieh 1 haw papred b a true a~w aeeurale aeaaunt d tlus traneaetla~. tIrST®STA7ES ON rih OR ANY BAR FOAM. PENAL7E5 UPON CONVIC710N 1 haw caused ar vNp saws Ste tunda to b• dhmureed In axordana vrNh tlde aalemsnt. CAN SIG.UDE A PeIE AND MIFItiSONYENT. FOR DETAN.S S~'fRLE lit: ~ u.s. coDE sEC•rati goal AND sEC7tOti iota ~i`'ii,,,~ /j. c.~G~_._ ~~ / sy, ~ "~- ~y to Vision - Account v aiue by liate rage i o~ t + Siyn Out Contact Us ~ Administrative ~ Help Q Assets Clients Statements Plans July 21, 2010 Client List Client Households Recent Transactions Assets & Prices Data Extract . Clients > Client Accounts > Account Details Account Value by Date ,/ DWS INVESTMENTS Account #: 133146022 Mpmt Co: DWS INVESTMENTS D~~ Registration: LOTS M ALSPAUGH Fund Name: DWS MANAGED MUNICIPAL BOND FUND-A 1860 BANNISTER ST View Fund Details ~NVC6TMFNTS YORK PA 17404-4917 °^..~.G~.° "M''` `~~°"^ Phone #: Fund. Coda: 468 StateMentS -Day: (717) 243-2582 Ticker: SMLAX Total Shares: 3,446.3820 View Client Accounts CUSiP: 23337W709 Account Value: $31,224.04 Statements Account Type: 01 -INDIVIDUAL Details Enter a price date to retrieve an account value from a previous day. Aeet Overview Acct Value by Date Price Date: 05/11/2010 C~search ansaetlon History ~ Maintenance History Current Price Date: 07/20/2010 Price Date: 05/11/2010 Back-End Sales Current Net Asset Value: $9.0600 Net Asset Value: $9.0700 Chsraa Calculator Current Total Shares: 3,446.3620 Total Shares: 3,365.9050 Auto Exehanaas Current value: $31,224.04 Value: 530,528.76 Cost- Basis TQp of oaae a S 09 T umm ry ax 20 2010 Tax Summary Breakpoint Center: -Rights of Accumulation Contact Us I Disclaimer Copyright 0 2010 DST Systems, Inc. All Rights Reserved. Covered by US Patent No. 7,275,046 https://www3.financialtrans.com/tf/Vision/AccountValueByDateSearchEvent 7/21 /2010 Vision -Account Value by llate Assets Clients Statements Plans rage ~ or i Sign Out Contact Us Q Administrative ~ Help July 21, 2010 Client List Client Households Recent Tiansactions Assets & Prices Data Extract ' ~ Clients > Client Accounts > Account Details Account Vafue by Date Account #: 133146022 Mymt Co: DWS INVESTMENTS D~~ Registration: LOIS M ALSPAUGH Fund Name: DWS CORE PLUS INCOME FUND-A 1860 BANNISTER ST View Fund Details ~rwr ~in~~ Nr~: YORK PA 17404-4917 IMp~xrha tfank tktoup phone #: Fund. Code: 483 St8ten1e11t5 -Day: (717) 243-2562 Ticker: SZIAX Total Shares: 4,273.9940 View Client Accounts CUSIP: 23337F102 Account Value: $44,919.88 Statements Account Type: 01 -INDIVIDUAL Details Enter a price date to retrieve an account value from a previous day. Aeet Overview Acct Value by Date price Date: 05/11 /2010 Q search Transaction History iaaintanance History Current Price Date: 07/20/2010 Price Date: 05/11/2010 Back-End sales Current Net Asset value: $10.5100 Net Asset value: $10.3400 Charae Calculator Current Total Shares: 4,273.9940 Total Shares: 4,249.9500 Cost Basis Current Value: $44,919.68 Value: $43,944.48 2009 Tax Summary 2010 Tax Summary Top of oaae Breakpoint Center: -SighS~1 Accumulation Contact Us I Disclaimer Copyright ®2010 DST Systems, inc. All Rights Reserved. Covered by US Patent No. 7,275,046 https://www3 .financialtrans.com/tf/Vision/AccountValueByDateSearchEvent DWS INVESTMENTS 7/21/2010 Vision -Account Value by llate 4 Assets Clients Statements Plans Client List Client Households Recent Transactlons Assets 8c Prices Data FactrdCt Clients > Client Accounts > Account Details Account Value by Date Account #: 8900084509 ~~$ ReOistration: DWS TRUST COMPANY COST Mpmt Co: DWS INVESTMENTS Fund Name: DWS STRATEGIC GOVERNMENT SECURITIES FUND-A FOR THE IR~ROLLOVER OF View Fund Details _ -IVVTSTMFNtS LOTS MALSPAUGH '~'~'"~'~~ ~°^" `".,"n 1880 BANNISTER ST Fund Code: 18 Statements YORK PA 17404-4917 Ticker: KUSAX Total Shares: 7,888.7110 Phone #: CUSIP: 233380108 Account Value: $70,822.88 Statements -Day: (717) 243-2582 Vl CIl A Account Type: 09 -IRA -ROLLOVER ew ent ccounts Details Aeet Overview Enter a price date to retrieve an account value from a previous day. Acct Value by Date Transaetlon History Price Date: 05/11/2010 Qslar~ch_ lyaintananea History ~aek-End Sales Current Price Date: 07/20/2010 Price Date: 05/11/2010 Char9a Calculator Current Net Asset Value: $8.9800 Net Asset Value: $8.8800 Auto Exchanoes Current Total Shares: 7,886.7110 Total Shares: 7,896.8270 l~eneticiary~etails Current Value: 570,822.66 Value: 570,123.82 2009 Tax Summary 2010 Tax Summary Top of oaae Breakpoint Center: -Rights of Accumulation i~~,~- etai'c~- Contact Us I Disclaimer Copyright 0 2010 DST Systems, Inc. All Rights Reserved. Covered by US Patent No. 7,275,046 ~(/Yl~` f~(~~ rage i ul 1 ~r~~~z ~~ ~~~~ https://www3 .financialtrans.com/tf/Vision/AccountValueByDateSearchEvent Sion Out Contact Us ~ Administrative ~ Help July 21, 2010 DWS INVESTMENTS /~Q` ~~~ 7/21 /2010 Answers .Ideas .Access . .. i First National Bankof Chester County May 2s, 2010 Irwin & McKnight, P.C. West Pomfret Professional Building 60 West Pomfret St Carlisle, PA 17013-3222 RE: Estate of Lois May Alspaugh Date of Death: May 11, 2010 Social Security Nnmber:193-24-0129 9 N. High Street P.O. Box 523 West Chester, PA 19381 P 484.881.A000 1~L~~~~E w lnbank.com !~MAY282010 i41Wfl~ & Mcf4N1GH 1 f_AW OFFfCES Dear Mr. McKnight: Per your request, I submit information concerning the accounts of the above-referenced decedent held at the bank at the time of her death. Account Title Balance on DOD Accrued Interest on DOD Total Balance on DOD CD # Lois M Alspaugh $717.49 $.37 $717.86 290003967 ITF Krisen N Opened Alspaugh & Justine 4/26/2007 M Alspaugh CD # Lois M Alspaugh $11933.60 $1.63 $11935.23 290005029 Opened 4/7/2008 Our records indicate no other accounts in the name of the decedent at the time of her death. Should you require any additional information, please call me at (484)881-4264. Sincerely, Michelle Grreiner Customer Service Operations First National Bank of Chester County Bobby R a a HONDA May 24, 2010 Donald K. Alspaugh 1860 Bannister Street York, PA 17404 Dear Donald K. Alspaugh, 6696 Carlisle Pike Mechanicsburg, Pennsylvania 17050 (717) 766-4300 www bobbyrahal.com I wanted to follow-up with you in regards to the appraisal of your 1999 Honda Civic LX with VIN# 2HGEJ6679XH578423. The general process at Bobby Rahal Honda is to utilize multiple value sources, a vehicle inspection, and recorded vehicle records to determine a value for a trade. Taking into consideration the condition of your car and today's market the value is $3600. Please let me know how I may be of further assistance to you. Sincerely, -r" -.--- ._--- .~---~-- ~._--~ Aaron Andreoli Sales Manager Bobby Rahal Honda Prudential 000433 II~~~1111~~~1~11~~1~~'~~"'lll~l'1~11~~"I~~I'~111~~1~~~1~~~11111 LOIS M ALSPAUGH 630 W PENN ST CARLISLE PA 17013-2238 ~pmputershare Computershare Trust Company, N.A. PO Box 43033 Providence, Rhode Island 02940-3033 Within USA, US territories 8 Canada 800 305 9404 Outside USA, US territories >7 Canada 732 512 3782 www.computershare.com/investor Prudential Financial, Inc. is organized under the laws of the State of NJ. Holder Account Number 00029303371 Colrpany iD SSN/TIN Certified PRU Yes Prudential Financial,lnc. -Direct Registration ~DRS~ Advice Transaction(s) Date I Transaction Description I SharestUnits I CUSIP I Descr ption 18 Dec 2001 Distribution of Value 47.000000 744320102 Common Stock Account Information: Date: 12 May 2010 (Excludes transactions pending settlement) Current Certificate ~ Total Balance ~ Direct Shares! Price Value ($) CUSIP Class Held by You Registration Units Per Share Description Balance 0.00 47.000000 47.000000 63.980000 3,007.06 744320102 Common Stock IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS. This advice is your record of the share transaction atfectirrg your account on the books of the Corr~any as part of the Direct Registration System It is neither a negotiable insbument nor a security, and delivery of this adv~e does not of itself confer any rights on the recipient. It shored be kept with your important documents as a record of your ownership of these shares. No action on your part is required, unless you wish bo deposit your existing certificates, sell or request a certificate, or transfer your book~ntry shares. Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (including rights r any Corrq~any's Rights Agreement, if any), preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of l~rectors to divide the shares into series and to detem~ne and change rights, ~eferenoes and limitations of arty lass or series. Assets are not deposits ~ Computershare and are rx~ insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency. 40UDR PRU "I' OOH5A8-PRU Please see imoortaM PRIVACY NOTICE on reverse side of ctatpmpnt OOICS0092.D.EQS_1137/000433/000625 ~ ,. ~ ~ R1 N to = '0 •~ ~f -i 3 mrni d~ ~ 1 r' ~ ~ ~' ._~....... ~ sa ~ ~ ~ x ~~ F~ ~ ~~~ O t~» W ~ rr OD ~ '~ d p, ~ p ` p ~ ~ ~ ~ _a -' R° d ~ N rn ~ C N _rt a. (~ -n o cc ~ ~ Q ~ N -~ ~ ICI '~• ~ ~ o o• ~~~~ ~~ to `~ ~, 0 3 ~, c o o au, ~ N I~'F t / /'P Q ~ ~ k o _. rn o D - ~ .-~ R° ~. rn ~. .~ f.: a ~ o ~ ..,,~..,. _ ~ '/j~~~' ~ o l ~ 0 ,._, ~. .. ~ ~ ~; ~ N Q +'~+} ' ,Dr m r-+ ~ ~ r ~ ~' cn ~ ~ ~ `0 D p1 a ~ 3 ~ rn ~ -~,~ r ~ /w V ^ ~1 'a N ~ t0 ~ to \° ~ 0 ... O~ N O ~-. O Z *'~- m O m ~ w ~ ~ ~ o .w...~. z o~ ~ Z a co e-F '~ ~, ~ Z ~"' m N 0 Z m N z r b m O_ O --f ~ 00 c~ m~ -~ ~ w 0 O N /V V/ 34 ~ ~ S~: s 3 "~ N ~_ T~ Citizens Bank July 1, 2010 IRWIN & MCI~NIGHT P.C. WEST POMFRET PROFESSIONAL BUILDING ATTN: MARCUS A MCKNIGHT, III 60 WEST POMFRET STREET CARLISLE~PA 17013-3222 Estate of LOIS MAY ALSPAUGH Date of Death: May 11, 2010 SSN: 193-24-0129 One Citizens Drive ROP 112 Riverside, RI 02915 Dear Sir/Madam: '~, ~` . ,_ In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-877-579-2667 Sincerely, ennifer C sta _ Decedent Account Processing M1 Citizens Bank- Account Number 6100729559 Account Title LOIS MAY ALSPAUGH Date ened 7/6/1984 Account T e Checkin Principal Balance as of DOD $5800.06 Interest from Last Postin to DOD $1.05 Account Balance as of DOD $5801.11 YTD Interest to DOD $5.59 Citizens Bank° Account Number 6203776800 Account Title LOIS MAY ALSPAUGH Date ened 2/19/2003 Account T e Checkin Principal Balance as of DOD $43353.86 Interest from Last Postin to DOD $42.46 Account Balance as of DOD $43396.32 YTD Interest to DOD $239.93 Citizens Bank- Account Number 6258537953 Account Title LOIS MAY ALSPAUGH Date ened 5/7/2010 Account T e Time D osits Principal Balance as of DOD $50000.00 Interest from Last Postin to DOD $11.18 Account Balance as of DOD $50011.18 YTD Interest to DOD $ .00 Citizens Bank- Account Number 6256337817 Account Title LOIS MAY ALSPAUGH OR KAREN A MCCARTHY OR DONALD K ALSPAUGH Date O ened 5/29/2009 Account T e Time D osits Princi al Balance as of DOD $18842.44 Interest from Last Postin to DOD $13.42 Account Balance as of DOD $18855.86 YTD Interest to DOD $124.42 ., . Citizens Bank- Account Number 6250438638 Account Title LOIS MAY ALSPAUGH OR KAREN A MCCARTHY OR DONALD K ALSPAUGH Date ened 4!20/2007 Account T e Time D osits Principal Balance as of DOD $9399.15 Interest from Last Postin to DOD $12.62 Account Balance as of DOD $9411.77 YTD Interest to DOD $66.07 May 27, 2010 MARCUS A. MCKNIGHT, III, ESQUIRE 60 WEST POMFRET ST CARLISLE, PA 17013-3222 RE: Lois May Alspaugh Estate SSN # : 193-24-0129 DOD: May 11, 2010 Susquehanna Susquehanna Bank 26 North Cedar Street P.O. Box 1000 Lititz, PA 17543-7000 Toll free 800.311.3182 {I~~ryy~ ~r ~~ 3 Y~ h!t'~~~~ ~`4i '1 ~ a~ Ztit t a.t ~~ a~ 4 ~ ~~.,. `~ ,~~,1~ 0 ~ ~~ l !~Wlf~l ~: ~ic~~f~iCH; Rt~a ~Fi=tc`` To Whom It May Concern: In response to your request of May 19, 2010, we have prepared the attached list of accounts. There is no safe deposit box registered in the name of the decedent. If I can be of further assistance, please feel free to call. Sincerely, Dawn M. Berrier Support Services Lead 717-625-6546 DMB/LJR T T""r- p~O, o ~ cn' C'f r" OHO, o Q ~„ ~ ~ p ooQ. ~cD`n Q~~' ~.~ N C to ~ tD L1 ~ ~ Ll ?,' cn Q ~' ..~ ~ ~' tl. N ^,. ~, ~ v T,3 ~ Q .~.+ N ~7~"t3~nQ~c~'iQC~(yC CD ~ ~ Q ~" fl ~2 Q ~ tQ Q ~ t~ rrn ~ ~~~ ~ ~~G~~ 3~ ~ ~~ ~~ ~ CD Q m 7~ ° °o °o ° n ~ '~ ~ p aNo~ ~p ,~Q o o Z ~ ..,J V ~ V ,,.~. W ~ ,`~ N Q ~ O a ~,,w~.oo ~ ~ ~ w o =~ ~ ~-' oo C Z ~i -- -- -- -- w ~ ~ -... ~ rn rn Q.. -- O ~~ ~~ ~~ N~~4 cp ODo --' o0 0 -• _ n `- o ~ o Q n -~ N x~ ~ tD - ~ ~ t {D ~ Z o ~~rn o o ~ w wI ''' o .o ti's., w ___-- ~ ....~ .~ O `~Q ~ ~ ,~y "' Z Cam'? _mn u' H ~ v~~ rn o n ~Zc -~ n Z ~m~ .o ©r ~'vN z..~ .~ ~ Q w~ v_ Na- ~ u- °oc I'O o ~' o oZ~ ov3"° °~"~= Q -~`,a" ~ ~ _.~. FT ~~~ 79~? 2505 Rimer Righway a Ca~•li.sle, ~A 17015 Da~Te Rowe (AU 2295L) Bill Rowe (AU 1v38L) 249-1978 697-4794 249-2677 A.uciion Is Action Call ~~w~~" F'or ~S'dtisf~ction ~ : ` ~. ~.~s~ ~ ~~- s- ~- /'.~ ~,.-~~~' -~ ,ATE SELLERS :VA?~1E j ~'I'HER AUCTIGNEEPL ~f ~.LTCTION DATE?LCCA'TIOV_ ,~ CL ERA `'G f: DE~CRI~'~'~~N ~~ 1~~RC~,AIi~~ - ~~,~ ~:~-~ f ~ ~-~ ~ ,~~ ~l~ ~'% -~ --- ~ - ~---- i Commission the Auctioneers to sell the merchandise to the highest bidder by public Auction. Aerchandise Lo be sold as is 8; grouped as necessary to obtain bids. i certify that I ars the owner or authorized represen- tative of the merchandise, goads and or property anti have good title and the right to sell and that they are free from all encumbrances. I agree to accept all responsebi]ity for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this, Bement. ~ '`,, ._ ~~ (y ~` • i `~~~: ~' / ~~~v'~ ~ ;a 1 it n : ,L' _.~ `tr~~ ~ LG`~~G~~. ON SIGi'~T TtJRE ~ SELL RS S - ~ N. I'U~E S~ .,--- Total Sales (Clerking Tickets Attached ~ ~~~ ~.~ ..ess Sale Expense: OTHER: 2 °'~ Commission Auctioneer S ~~' ~Z~ °~~ Commission Clerks 'rn~'a~, ~AT.F. F~P~NSE DEDLTCTED ~, --- z SELLERS ~iET ~ ~ ~ > ~ ROWE'S AUCTION SERVICE HRH ~9L, r- 2505 Ritner Highway ~ Carlisle, PA 17015 Bill Rowe (AU 1538L) 249-1978 697-4794 249-2577 Dave Rowe (AU 2295L) Auction Is Action Calla ``Rowe" For Scztisfdction SELLERS NAME ~ ~~ ~-'~~~ ~ ~'~'~ ~-~~'N" DATE ~ l~ ~0 ADDRESS ~~ ~ s"" ~%~ ~'°1~ °~ / ~~ay PHONE "~I 7~ ~ ~ ~'~,~~ n ~~r t OTHER AUCTIONEER % ~~ AUCTION DATE/LOCATION ~ ~~~- CLERK % v DESCRIPTION OF MERCHANDISE ~' 7 ~~-"Z~~ ~ ~~ ~~~.~~~ ~ ltd ~ •~r~r' ~ i~5 f~ ~'TZ~'~-4trf ~'~ o n..:.~. ~-- I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility far providing merchantable title and for delivery of title to the purchaser. i agree to hold harmless the Auctioneers against any claims of the nature referred to in thi Bement. y l ; ~~~C`~fbss N SIGN TURF SELL RS S N ~CJ E r"1 ~..i• ~ ---- Total Sales (Clerking Tickets Attached) ~ ~~ ~ ~'1 ~ ~ ~c,;~i~t~,~s f' t.i~,'~ L{,,,,yr, 0,~•~" Less Sale Expense: % Commission Auctioneer $ % Commission Clerks ~ OTHER: ~,• ry LJ ~ ~_f..-~' TOTAL SALE EXPENSE DEDUCTED ~ SELLERS NET ~ ~ '~ ~--~ ~ t--"' 4 1 ~ r °~ R~WE'S A1C~~TItJN SERVICE (RH 79L) 2505 Ritner Highway ~ Carlisle, PA 17015 BiII Rowe (AU 1538L) 249-1978 697-4794 249-2677 Dave Rowe (AU 2295L) Auction Is Action Call ~R we" For Satisfaction ~ /~~ i SELLERS NAME i .~. r ~~ T ~~'~`~"" R `~ ~ ,~. _, ADDRESS ~ i~~ '~`' ~ ,~'. G ~1 Cr- ~`, ~HONE~~- ~3'~ ~~' ~~ l `-l OTHER AUCTIONEER % ~-- u AUCTION DATE/LOCATION ~~`~- ~% CLERK % DESCRIPTION OF MERCHANDISE l~ . _ _ i Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise, goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree to accept all responsibility for providing merchantable title and for delivery of title to the purchaser. I agree to hold harmless the Auctioneers against any claims of the nature referred to in this agreement. f r; AUCTION SIGNATURE ELLERS S GNAT E Total Sales (Clerking Tickets Attached) ~ --~- ~ ~= `-` ~-`~- Less Sale Expense: "-7 !'. '' `' ~ % Commission Auctioneer $ ~ `V " ~` % Commission Clerks ~ OTHER: TOTAL SALE EXPENSE DEDUCTED ~ ,~~~~ -- ~~ ~~ ,` ~ ~~--- ;- `A ` ~ SELLERS NET ~ ` ~-' ~- `'~ { >z .~ .' [ .~ . ;. 4.~'°~ y ~, 4' ~'~ 1, ~„~; a ,~ ~~¢ ./y , a+ 1 ,~ ~,1V1li~' _. i=1~~,1 pi's ~ ,:~'"~ .Law Offices of Irwin & McKnight ~~ West Pomfret Professional Building 60 West Pomfret Street Carlisle, PA 17013 Dear Sir or Madam: Thank you for your inquiry on the above contract. The contract was issued 8/2212001. T11e contract value as of 5111!2010 was $33,408.64. Prudential Annuities A Business o1' Prudential Financial, lnc. 1'.(~. Box 7960 Philadelphia, PA 19176 (888) 778-5471 1'TY: (800) G~4-7637 www.prudential.com Owner/Annuitant: LOTS M ALSPAUGH Contract Number: E0231742 June 30, 2010 If you have any questions, please call the Prudential Annuity Service Center at (888) 778-2888. Tlie Service Center is open Monday through Thursday between 8:00 a.m. and 7:00 p.m. and Friday between 8:00 a.m. and 6:00 a.m. Eastern time. If you are using a telecommunications device for the hearing impaited, you tnay call (800) 654-7637, Monday through Friday between 8:00 a.m. and 8:00 p.m. Eastern time. Sincerely, dim ~aviston Annuity Claims Variable annuities are issued by Pruco LiFe Insurance Company (in New York, by Pruco Life Insurance Company of New .lersey). Both companies arc located in Newark, N.1. Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, C1'. Fixed annuities are issued by The Prudential Insurance Company of America. All are Prudential Financial companies and each is solely responsible for its own tinancia{ condition and contractual obligations. [Page I of 1 ] ~ ~ ~ i ~ ~ j.. P LI LE BOROUQH TAX ACCOUNT PO BOX 100, 63 WEST SOUTH STREET CARLISLE PA 17013 DESCRIPTION A-S.IVO - 05000286 MAP NO: 06-20.1786.090 630 W PENN STREET ACRES .210 DEED 0018M/ 00095 LAND LE38 THAN 1 ACRE Residential Building RESIDENTIAL TAX PAYER PA C3H, LOTS M 630 WEST PENN STREET CARI:I$LE PA 17013-2238 ORFICE HOURS 1171~RdAY~FRIDAY 7:30AM-4:30PM PHONE (717249-4422 CLOSED SA ,SUN 8~ HOLIDAYS CASH ONLY AFTER 12/15/10 TAX PAYER COPY BiU No: 10B Control No: 005 -000295 w oT Tea ~In oars: riuiriuw Assesse Laced Values 20,200 Homestead 8xclusioa Laprovement 97,430 Miaeral 0 Total 117,630 8 758- Rates 14.83000 SCHOOL B 14.83000 14.83000 2 1 744 45 10 H teed Cr t 129.88- TAXAMOUNT DUE --~ ;i~t,~.ze ~e,~e4sr ;rlrr~oa .... Z! land Oo face: alter ' _ >P Ova or >•elose ~`. 7 Ol 2010. 8 31 2010 ~ 9 01 2010 10 31 2010 11 01 2010 12 31 2010 . .. ... ' ' `~IF•NOT PAM~BY 1?/S1t10 Tim WILL ~ RETURNED TO TAX .. ~ .:, ~ `:t~llPLICA TAX ALL .:... - -.. _ ... .. ........ . _~ FEE . . NOTICE OF PROPERTY TAX RELIEF Your enclosed tax bill includes a tax reduction for your,homestead and/or farmstead property. As an eligible homestead and/or farmstead property owner, you have received tax relief thropgh a homestead and/or farmstead exclusion which has been provkled under the Pennsylvania Taxpayer Relief Act, a law passed by the Pennsylvania General Assembly designed to reduce your property taxes. H p„yln~ In irmsnts use ens coupon: bebw eo w6mit paym«Ies. K poryin0 In fuB ua oNt.Y ar.1ST coupon bNow eo wbmit prynnsnt. Tax ir~ri 2010 DATE 7101 /2010 eau 10~ Tax elan 2010 Dl-TE 7!01/2010 aqu 10~ Tax lf'EAn 2010 a-1nr 7/01/2010 sit ~ 106 PAY 10 PAYAOI.ETO ~ PAYAW,ETO CA-~~BOROUCiH TAX ACCOUNT AR L OROUQH TAX ACCOUNT Rt~S BOROUC3H TAX ACCOUNT PO BOX 100, 53 WEST SOUTH STREET PO BOX 100, 53 WEST SOUTH STREET PO BOX 100, 63 WEST SOUTH STREET CARLISLE PA 17013 CARLISLE PA 17013 CARLISLE PA 17013 _5 5 ~ b3='~-i 796-090 X1796-090 ~ ~~}CF~IT~LE AREA S.D. L`ARCI$LE AREA S.D. Z~RLfSI.E AREA S.D. TAX PAYBt TAX PAY~i .. TAX PAYBi }i~~, LOIS` IVl" . , AtSiTAU~F1,10iS..M ... ~ .. . ~~~FAO~H, LO1S M ..., .... 1:ST ~~ ~ wm~l PAYMENT . 2ND . = P .. 3RD - ~TtPAYM $5'38.19 ;ON OR 8/31/201p $538.19 tl8i OR SORE 9/30/2010 $538.19 ON OR BXFONE 10%31/2010 IN~TALLMlNtlCANi0TS1'MTARIFA 8 31 201 $592.01 AF1XR 9/30 2010 ~ $592.01 ARTER 10/31/2010 OR . PAY BY 1 614.5? 10 31 01 .0 1 31 1 i ~ ~ ~ • ~ A Rowe's Auction Service 2505 Ritner Highway Carlisle, PA.170i 5 7I7-249-1978 5~4-1008 215-1044 November 7, 2010 To: Marcus A. McKnight 3ro, Esquire 60 W. Pomfret St. Carlisle, PA 17013 From: Rowe's Auction Service 2545 Rimer Highway Carlisle, PA 17015 Re: Alspaugh Estate Real Estate Auction 630 W. Penn St. Carlisle, PA 17013 Sale Price $106,000.00 3% Commission Due $3180.00 William G. Rowe NOV 15 2010 &wdcr~rt tares r ~ ~ ~ i Karen Page 1 of 1 From: alspaughs aQcomcast.net Sent: Tuesday, August 31, 2010 1:17 PM To: Karen Noel Subject: Fwd: Dumpster Direct: Estimate #2465 _____ Forwarded Message ----- From: support@theservicedirect.com To: alspaughs@comcast.net Sent: Monday, August 23, 20101:15:41 PM Subject: Dumpster Direct: Estimate #2465 Dear Donald, Thank you for your interest in dumpsterdirect.com!. Regarding your inquiry on dumpster, here is our E-mail Address: alspaughs@comcast.net Delivery Date: 9/3/2010 Pick Up Date: 9/13/2010 Landmark of the location :across from Carlisle high School Where would you like container placed : in driveway ~~ Delivery To: ~,~ Donald Alspaugh ~~~ 630 West Penn CARLISLE PA 17013 Dumpster Size Waste Type Quantity Description 40 yard General Waste 1 Weight Limit: 3 tons Duration: 10 days Excess Weight Charge: $58 per ton over 3 tons Rental/day: $10/day over the service schedule lease click here to complete your Order. you have other questions about our Quote, please call us at 877 300 1694. We are looking forward i ncerely, ur»pster Direct Team lone: 877-300-1694 ix : 302.338.9964 . ~ r r ,~ 219 North Hanover Street Carlisle, Pennsylvania 17013 717.243..4511 toll free 1.866.451.4511 ' .,,~ fax 717.243.3723 www.hoffmanroth.com FUNERAL HOME .CREMATORY, INC. infot~?hoffmanroth.com Karen A. McCarthy 4557 Fair Valley Drive Fairfax, VA 22033 Statement of Funeral Expenses for: Lois May Alspaugh May 26, 2010 Date of Death: May 11, 2010 Account Id: 1 5943-1 1 7 PACKAGE: ~ . Immediate Cremation ~ . OPTION 5 -Cremation ~ $ 1,690.00 .Sub Total:. $ 1,590.00 MERCHANDISE: . Um: Centurian (without Lip) Roman $ 180.00 Memorial Folders ~ $ 25.00 Sub Total: $ 205.00 TOTAL FUNERAL HOME CHARGES: $ 1,895.00 CASH ADVANCES: 10 Certified Death Certificates at $ 6.00 each $ 60.00 Newspaper Notice - Sentinel ~ $ 171.41 Newspaper Notice -York Daily Record $ 182.75 Additional DC'sllrwin & McKnight ~ $ 60.00 Coroner's Fee $ 25.00 -- _- _ _ - Sub Total: $ 499.15 Total Funeral Expense: $ 2,394.16 Payments made: Total Balance Due: Please return this portion with your Remittance ~~ ____ ~~ Amount Enclosed Lois May Alspaugh Service ID #:15943-117 $E~RVING OUR COMMUNITY SINCE 1 9O7