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HomeMy WebLinkAbout03-31-111505610149 REV-1500 Ex,°'-'°' ~ Pennsylvania OFFICIAL USE ONLY PA Department of Revenue "`~"""""""""" County Code Year File Number Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280801 21 11 00096 Harrisburg, PA , ~,za-oeo, RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 202 16 3749 01 D7 2011 06 20 1924 Decedent's Last Name Suffix Decedent's First Name MI ANGELOZZI ANGELA L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's Frst Name MI spouse's social security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return D 2. Supplemental Return D 3. Remainder Return (date of death prior to 12-13-82) O 4. Limited Estate [~ 4a. Future Interest Compromise (date of D 5. Federal Estate Tax Return Required death after 12-12-82) ® 6. Decedent Died Testate O 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death O 11. Election to t,ax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) -_.__ CORRESPONDENT -This section must be completed. All Correspondence and Confidential Tax Information Should be Directed to: Name Daytime Telept~e Number ', , ROBERT E • DIEHL, JR • , ESQUIRE 570 28999 -w- ~~, j~` --r_, _~ ,.. ..~. _ REGIST:~: ~ r>~1 LS U NLY ' First line of address ~' ~ `'~~ -y-; -. 1070 MARKET STREET ~ " 4~~ ~~ = ~` z~ Second line of address ~ ~~.1~ `~'~ ~ d::: I i:~ATE FiL~D City or Post Office State ZIP Code -- SUNBURY PA 17801 Correspondent's a-mail address: rdlehl@rdlehllaW.COm Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and to the best Hof my knowledge and belief, it is true, correct and complete. Declaration of the preparer other than personal representative is based on all information of which prepare r has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS - See schedule attached SIGN EOFPREPARE OTHERTHANREPRESENTATIVEDATE ADD ss 1070 KET STREET SUNBURY, PA 17801 PLEASE USE ORIGINAL FORM ONLY Side 1 ],505610149 15056],01149 Estate of: ANGELA L. ANGELOZZI DONNA M. ANGELOZZI 123 RUTLEDGE AVENUE FOLSOM, PA 19033 CO-EXECUTRIX MARY ANNE ELLMER 26 CROYDON ROAD MAYS LANDING, NJ 08330 202-16-3749 1505610249 Rev-1500 EX Decedent's Name: ANGELA L. ANGELOZZI Decedent's Social Security Number 202 16 3749 RECAPITULATION 15 6 , 0 0 0 - 0 0 1. Real estate (Schedule A) - • • . • • • • • . ............................... 1. 114 , 6 0 3.31 2. .................................... Stocks and Bonds (Schedule B) 2, ~ - ~ ~ 3. Y P P P P( )...... Close) Held Cor oration, Partnershi or Sole-Pro rietorshi Schedule C 3. ~ - ~ ~ 4. ......................... Mortgages and Notes Receivable (Schedule D) 4• 13 9 , 3 2 7. 8 5 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) • • • • • • • 5. 2 5 , 6 5 5.81 6. Jointly Owned Property (Schedule F) C~ Separate Billing Requested - • - - • • 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 21 , 3 0 8 • 13 (Schedule G) 0 Separate Billing Requested - - - - • • 7. 456,895.10 8. Total GrossAssets(totalLines)through?)••-•-••--••••-••••••-•••-•-• 8 2 6 , 0 5 3 - 3 7 9. Funeral Expenses and Administrative Costs (Schedule H) 9. 11, 708.74 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) • • • • • • • • • - • • - 10. 37,762.11 11. Total Deductions (totalLines9and10) ..••••••--•--•-•••---•-•••-••• 11. 419 ,13 2 • 9 9 12. ............................. Net Value of Estate (Line 8 minus Line 11) 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 0 - a ~ an election to tax has not been made(Schedule))••-•••-••--••-••--••--• 13. 419 ,13 2. 9 9 14. Net Value Sub•ect to Tax Line 12 minus Line 13 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 Q • O O (a)(1.2) X .00 15. is. Amount of Line 14 taxable 419 ,13 2 - 9 9 at lineal rate X .045 16. 17. Amount of Line 14 taxable ~ • 0 ~ at sibling rate X .12 17 18. Amount of Line 14 taxable 0 - O a at collateral rate X .15 18. 19. TAX DUE .................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610249 0.00 18,860.98 0.00 0.00 18,860.98 0 1505610249 J Rev-1500 EX Page 3 Decedent's Complete Address: File Number 21 11 00096 DECEDENTS NAME ANGELA L. ANGELOZZI ____ STREET ADDRESS 3419 LOGAN STREET ___ CITY CAMP HILL STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Prior Payments B. Discount 0.00 943.05 Total Credits (A + B) (2) 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) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make Check Payable to: REGISTER OF WILLS, AGENT. (1) ___ 18 860.98 943.05 0.00 17,917.93 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. retainareversionaryinterest;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 "in trust for" or payable-upon-death bank account or security at his or her death? . • ® ^ 4. Did decedent own an individual retirement account, annuity, or other non-probate property, which containsabeneficiarydesignation? .....•.•-.•••••••••••-••-••-•-••••••••••••••• ® ^ IF THE ANSWER TO ANY OF THE ABOVE GIUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. Sect. 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. Sect. 9116(a)(1.1}(ii)]. The statue does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0 percent [72 P.S. Sect. 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. Sect. 9116(1.2) [72 P.S. Sect. 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. Sect. 91161;a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at feast one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+(01-10) ~ Pennsylvania SCHEDULE A ilF PARI`~F N t ()I 4~ Vi NUt p INHERITANCETAX RETURN HEAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANGELA L. ANGELOZZI 21 11 00096 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. If more space is needed, insert additional sheets of the same size. REV-1503 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER ANGELA L. ANGELOZZI 21 11 00096 All property jointly-owned with right of survivorhsip must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE __ OF DEATH 1 214.18 SHARES BARON SMALL CAP FUND @ 23.88 5,114.62 2 341.228 SHARES GROWTH FUND OF AMERICA F @ 30.45 10,390.39 3 414.381 SHARES PIONEER CULLEN VALUE A @ 18.23 7,554.17 4 273.946 SHARES RIDGEWORTH SMALL CAP VAL @ 13.72 3,758.54 5 298.004 SHARES SCHWAB S&P 500 INDEX FUND @ 19.8 5,900.48 6 173.745 SHARES SELECTED AMERICAN @ 41.62 7,231.27 7 144.054 SHARES THORNBURG INTERNATIONAL VALUE A @ 27.9 4,019.11 8 $2,000 FACE VALUE WASTE MGMT INC 5% DUE 3/15/2014 2,159.05 Interest on above bond accrued as of decedent's death 31.39 9 668.529 SHARES AMERICAN FUNDS HIGH INCOME F @ 11.34 7,581.12 10 411.642 SHARES CALVERT INCOME @ 15.90 6,545.11 11 240 SHARES CITIGROUP CAPITAL PREFERRED U @ 23.1 5,544.00 12 382.92 SHARES COLUMBIA INCOME @ 9.68 3,706.67 13 658.213 SHARES FEDERATED INTERM CORP @ 10.09 6,641.37 14 758.875 SHARES FEDERATED US GOVT 2-5 YR INSTL @ 11.74 8,909.19 15 200 SHARES J.P. MORGAN CAPITAL PFD X @ 25.3 5,060.00 16 495.506 SHARES MANAGERS INTERMEDIATE DURATION GOVT @ 11.02 5,460.48 17 389.396 SHARES PIMCO TOTAL RETURN MORTGAGED @ 10.66 4,150.96 18 330.35 SHARES PIONEER GLOBAL HIGH YIELD @ 10.6 3,501.71 19 834.708 SHARES TEMPLETON GLOBAL BOND @ 13.59 11,343.68 SEE ATTACHED PORTFOLIO STATEMENT FROM PAPALIA FINANCIAL 0.00 SERVICES FOR VALUATION OF THE ABOVE SECURITIES. TOTAL (Also enter on line 2, Recapitulation) 114,603.31 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+(6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCETAX RETURN SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER ANGELA L. ANGELOZZ{ 21 11 00096 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION _ VALUE AT DATE , OF DEATH 1 WACHOVIA BANK CHECKING ACCOUNT NO. 1010201011780 1,315.15 2 MEMBERS 1ST FCU CHECKING ACCOUNT N0.8932-11 3,699.82 Interest on above item accrued as of decedent's death 0.08 3 MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT NO. 8932- 18.67 00 4 MEMBERS 1ST FEDERAL CREDIT UNION SAVINGS ACCOUNT NO. 8932- 4,000.00 04 Interest on above item accrued as of decedent's death 0.16 5 SCHWAB CASH SWEEP FEATURE 8,476.20 6 MEMBERS 1ST FEDERAL CREDIT UNION MONEY MARKET ACCOUNT 55,149.64 NO. 8932-05 Interest on above item accrued as of decedent's death 4.55 7 WACHOVIA BANK CERTIFICATE OF DEPOSIT NO. 247402073624153 33,802.08 Interest on above item accrued as of decedent's death 45.22 8 MEMBERS 1ST FEDERAL CREDIT UNION CERTIFICATE OF DEPOSIT 10,110.61 ACCOUNT NO. 8932-46 Interest on above item accrued as of decedent's death 1.41 9 MEMBERS 1ST FEDERAL CREDIT UNION CERTIFICATE OF DEPOSIT 20,624.72 ACCOUNT NO. 8932-53 Interest on above item accrued as of decedent's death 10 1993 OLDSMOBILE 88 ROYALE SEDAN 4D. VALUE BASED ON ATTACHED KELLEY BLUE BOOK REPORT. 4.54 2,075.00 TOTAL (Also enter on line 5, Recapitulation) 139,327.85 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+(01-10) ~ Pennsylvania 011'AHIyFNi ()! RsVf NUf INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: ANGELA L. ANGELOZZI 21 11 00096 If an asset became jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. DONNA M. ANGELOZZI 123 RUTLEDGE AVENUE DAUGI~TER FOLSOM, PA 19033 B. MARY ANNE ELLMER 26 CROYDON ROAD DAUGHTER MAYS LANDING, NJ 08330 c. JOINTLY-OWNED PROPERTY: ITEM NUM. LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTIONOFPROPERTY.INCLUDENAMEOFFINANCIAL INSTITUTION AND BANKACCTNUMBERORSIMILARIDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATEOF DEATH VALUE OF ASS ET %OF DECD';; INTEREST DATE OF DEATH VALUE OF DECEDENT'SINTEREST 1 AB 05/04/0 MEMBERS 1ST FCU ACCOUNT NO. 8932-41 12,772.29 33.333 4,257.43 OPENED 5/4/2000 WITH DECEDENT AND HER DAUGHTERS, DONNA M. ANGELOZZI AND MARY ANNE ELLMER 2 AB 11/15/6 MEMBERS 1ST FCU ACCOUNT NO. 8932-51 33,392.18 33.333 11,130.72 OPENED 11/15/1966 WITH DECEDENT AND HER DAUGHTERS, DONNA M. ANGELOZZI AND MARY ANNE ELLMER 3 AB 5/04/0 MEMBERS 1ST FCU ACCOUNT NO. 8932-52 10,057.90 33.333 3,352.63 OPENED 5/4/2000 W ITH DECEDENT AND HER DAUGHTERS, DONNA M. ANGELOZZI AND MARY ANNE ELLMER 4 AB 11/15/6 MEMBERS 1ST FCU ACCOUNT NO. 8932-54 20,745.10 33.333 6,915.03 OPENED 11/15/1966 WITH DECEDENT AND HER DAUGHTERS, DONNA M. ANGELOZZI AND MARY ANNE ELLMER TOTAL (Also enter on Line 6, Recapitulation) I 25,655.81 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+(OS-09) ~ pennsylvania OF I'A.Fi 1~f N ( (lf ~! Wt NUF INHERITANCETAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER ANGELA L. ANGELOZZI 21 11 OOC196 This schedule must be completed and filed if the answerto any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUM DESCRIPTION OF PROPERTY INCLUDE NAME OF TRANSFEREE,RELATIONSHIPTODECEDENT& DATE OF TRANSFER. ATTACH COPYOF D EED FOR REAL ESTATE DATE OF DEATH VALUE OF ASSET %OFDECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 INDIVIDUAL RETIREMENT ACCOUNT NO. 6,083.14 71793784 PAYABLE TO DECEDENT'S DAUGHTERS, DONNA M. ANGELOZZI AND MARY ANNE ELLMER, IN EQUAL SHARES. VALUE BASED ON ATTACHED PORTFOLIO STATEMENT FROM PAPALIA FINANCIAL SERVICES. 2 WACHOVIA BANK CHECKING ACCOUNT NO. 15,224.99 1010208656643 POD TO DONNA M. ANGELOZZI AND MARY ANN ELLMER TOTAL (Also enter on Line 7, Recapitulation) If more space is needed, use additional sheets of paper of the same size. 21, 308.13 REV-1511 EX+(10-09) 5i` Pennsylvania 1311'AH1vtNt0~ 3tVtNUt INHERITANCETAX RETURN RESIDENTDECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER ANGELA L. ANGELOZZI 21 11 00096 Decedent's debts must be reported on Schedule I. ___ ITEM NUMBER DESCRIPTION ___AMOUNT A. FUNERAL EXPENSES: 1 APPALACHIAN BREWING COMPANY-FUNERAL LUNCHEON 364.68 2 GATE OF HEAVEN CEMETERY-INTERMENT FEE 770.00 3 MYERS-HARNER FUNERAL HOME, INC.-FUNERAL EXPENSES 4,918.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) CI ai mant 18,873.00 Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees: 377.50 5. Accountant Fees: 6. Tax Return Preparer Fees: See schedule attached 750.19 TOTAL (Also enter on Line 9, Recapitulation) I -_ 26,053.37 If more space is needed, use additional sheets of paper of the same size. Page 2 Estate of: ANGELA L. ANGELOZZI 21 11 00096 Schedule H, Part B -Administrative Costs Miscellaneous Expenses Item Number Description Amount 7 SWEET NGROW-SNOW REMOVAL 55.00 8 CAMP HILL SEWER DEPARTMENT-QUARTERLY SEWAGE BILL 150.00 9 PA AMERICAN WATER-WATER BILL 136.06 10 VERIZON-PHONE BILL 19.65 11 CUMBERLAND LAW JOURNAL-LEGAL ADVERTISING 75.00 12 THE PATRIOT-NEWS CO.-LEGAL ADVERTISING 286.70 13 COMCAST-TV CABLE 27.78 TOTAL. (Carry forward to main schedule) ...... 750.19 REV-1512 EX+(12-08) ~ Pennsylvania p~~>aHi~[wra a~vr!vuE INH ERITANCE TAX RETURN RESIDENT D ECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER ANGELA L. ANGELOZZI 21 11 00096 Report debts incurred by 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 JASON & JOE'S LAWNCARE-LAWN TREATMENT 37.10 2 CUMBERLAND COUNTY AGING SERVICES-HOME MAINTENANCE 9.35 3 TRUST AMBULANCE-TRANSPORT SERVICES 1,093.50 4 GOLDEN LIVING CENTER-BALANCE DUE REHAB CENTER 5,004.00 5 UGI/PNG-GAS BILL 274.31 6 REFUND CIVIL SERVICE PENSIONS FOR JANUARY 5,290.48 TOTAL (Also enter on Line ~0, Recapitulation} I -^- 11,708.74 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) ~ pennsyLvania SCHEDULE J U! V'AH 1''~t N ( il~ Rf VF NUf INHERITANCETAX RETURN BENEFICIARIES RESIDENT DECEDENT ESTATE OF: FILE NUMBER: ANGELA L. ANGELOZZI ~~ ~ ~ nnnaF NUMBE NAME AND ADDRESS OF PERSONS RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Truste s AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and _ transfers under Sec. 9116(a)(1.2).] DONNA M. ANGELOZZI DAUGHTER 209,566.49 123 RUTLEDGE AVENUE FOLSOM, PA 19033 MARY ANNE ELLMER DAUGHTER 209,566.50 26 CROYDON ROAD MAYS LANDING, NJ 08330 ENTER DOLLAR AMOUNTS FOR DISTRIB UTIONS SHOWN ABOVE ON LINES 15 TH ROUG H 18 OF REV-1500 COVE R SH EET, AS APPROPRIATE. TT NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 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. I, ANGELA L. ANGELOZZI, of 3419 Logan Street, Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke and make void all former Wills by me at any time heretofore made. AS to such estate as it has pleased God to entrust to me, I dispose of the same as follows: ITEM I: I direct that my dust debts, last illness expenses and funeral expenses be paid as soon as practicable after my death. ITEM II: I am leaving a Memorandum which is dated this day and is in existence at the time of the execution of this Will and I direct my Executor, or his successors, to deliver and distribute the articles mentioned therein to the person or persons designated therein. These items shall be free and clear of inheritance taxes, transfer taxes and other death taxes which shall be paid from my residuary estate. ITEM III: I bequeath to my husband, AVID ANGELOZZI, if he survives me, otherwise to such of my children as shall survive me, in equal shares, my automobiles, household and personal effects and other tangible personal property of like nature (not including cash, securities or any item bequeathed by virtue of the Memorandum referred to in ITEM II:) owned by me at my death, all unearned premiums on policies of insurance insuring 9 ,~.. ,.~ .L~. ,-~ . ~~- ~ ( SEAL ) said articles of personal property against lose by fire, theft, accident or other casualty, and th® net proc®eds of any claim or claims against any insurance company or persona arising out of or connected with any such loss, destruction or damage of any said property. I direct that any expenses incurred in safeguarding or delivering such property be paid from my estate as an expense of the administration thereof. ITEM IV: All the rest, residue and remainder of my estate of whatever nature and wherever situate, I devise and bequeath to my friend, ANGELO MARK PAPALIA, and in the event he fails or ceases to so serve, my nephew, GERARD BOHOVICH, presently of Allentown, Pennsylvania, IN TRUST, for the following uses and purposes: 1. During the life of my husband, AVID ANGELOZZI, to pay or apply the net income therefrom to or for the benefit of my said husband, in quarterly or more frequent installments. 2. In addition, my Trustee shall have the authority, in his sole and absolute discretion, to pay to or apply on behalf of my said husband such amounts of the principal as he may determine to be necessary and proper for his support, maintenance and welfare. ,~ ~~~ ~- ~ G~L-~-- *-- -~ (SEAL) 2 3. After the death of my husband, AVIO ANGELOZZI, or after my death if he fails to survive me, Trustee shall first deduct and pay to tha personal representative of my husband's estate an amount equal to the increase in federal estate tax or state death tax which his estate will have to pay because of the inclusion of the assets under this ITEM IV of my Will in his gross estate (unless he directs otherwise in his Will) and all then remaining principal of this trust shall be distributed in equal shares to my daughters, DONNA M. ANGELOZZZ and MARY ANNE ELLMER, per stirpes. Any accumulated and undistributed income shall be distributed to my husband's estate. In the event either of my daughters die before me leaving no living issue, the share that would have passed to such a deceased daughter shall pass to my then living issue, per stirpes, if any, otherwise to my sister, EDITH T. BOHOVICH, per stirpes. 4. Trustee shall hold each share of principal which shall vest in a beneficiary during minority (minority shall mean under twenty-one (21) years of age), IN TRUST, and invest the same in property authorized by this instrument; apply income and principal as necessary for the support, C~ _.~ , ~.,. ~ G~r~_ , ,~ ( SEAL } ~T~- - 3 - education and welfare of such minor; accumulate and invest the aforesaid income not needed for such purposes; and pay over and distribute all remaining principal and accumulated income to such beneficiary, at his or har majority, or to the estate of such beneficiary, at his or her death, prior thereto. Should the share of a minor, in the sole opinion of the Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impracticable for any other reason, (including the fact that the rule against perpetuities may be violated) Trustee in his sole discretion, may pay such share to a parent or other person maintaining said minor, or may deposit such share in the minor's name in a savings account in a savings institution of his choosing, payable to the minor at majority. 5. Trustee shall in his sole discretion apply the income and any amount of principal to which any beneficiary shall be entitled hereunder for the maintenance and support of said beneficiary should such beneficiary by reason of age, illness or any other cause, in the opinion of my said Trustee be incapable of receiving it or judiciously using i t. / (f (SEAL) - 4 - 6. This Item of my Will is intended to empower my Executor to qualify this gift or as much thereof as it deems advantageous for the qualified terminable interest property provision set forth in Section 2056 (b)(7) of the Internal Revenue Code, as amended by Section 403 of the Economic Recovery Tax Act of 1981, and as may be further amended after the execution of this Will, and my Executor is hereby authorized to make the election to qualify or nat to qualify. As such I direct that (1} if any provision of my Will shall result in depriving this Item of the benefits of IRC Section 2056 (b)(7}, if elected, such provision is hereby revoked and my Will shall be read as if any portion thereof which would result in such disqualification is null and void; (2) my Executor is hereby excused from liability to any person for the decision to elect to have this Item qualify for the marital deduction or for the decision to elect not to so qualify it; and (3) no reimbursement or other adjustment shall be made as among beneficiaries by reason of the consequences of such election or failure to elect. ITEM V: In addition to the rights and powers given to them by law and elsewhere in this Will, my fiduciaries named ~. ~_,..,_ . ~ ~i ,, ~ ~,,~_~- ~ / ( SEAL) ~- 5 herein whether they be Executor, Trustee or Guardian, and their successors shall have the following discretionary powers applicable to all real and personal property held by them, effective without court order and until actual distribution: A. To retain any real and personal property which may at any time form part of my estate including stock of the Corporate Trustee, if any. B. To invest and reinvest in any real or personal property without restriction to investments authorized for Pennsylvania fiduciaries. I may own several real estate investment properties at the time of my death and I specifically authorize my Executor and/or Trustee to retain the same if they in their sole and absolute discretion deem them to be proper investments. C. To keep reasonable amounts of cash in bank uninvested, if deemed advisable for the protection of principal. D. To subscribe for or to exercise options for stocks, bonds or other investments; to join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and to deposit securities thereunder, and generally to exercise all the rights of security holders or employees of any corporation. E. To register securities in the name of a nominee or in such manner that title shall pass by delivery. ,: ~~ < ~" ( SEAL) <; - 6 F. To repair, alter, improve or lease for any period of time, any real or personal property and to give options for leases. G. To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition any real or personal property and to give options for sales or exchanges. H. To borrow money from any person, including any Executor, Trustee, or Guardian and to mortgage or pledge any real or personal property. I. To compromise claims. J. To distribute in cash, in kind, or both, at such values as they may fix. K. To conduct any business in which I am engaged or in which I have an interest at the time of my death, for such periods as may be deemed advisable and with power to borrow money and pledge the assets of the business and do all other acts which I, in my lifetime, could have done or to delegate such powers to any partner, manager or employee, without liability for any loss occurring herein, provided, however, that no assets of my estate which I have not devoted thereto in my lifetime shall be liable for the debts and contracts of such business. :- ~'~~-- ~~~ L,....~. ,~..~. ~---' SEAL ~. J '~ L. To sell at public or private sale any business in which I am engaged or in which I have an interest at the time of my death, and the real and personal property thereof. ITEM VI: No payment received by Truste® and excludable from my gross estate for federal estate tax purposes under any section of the I.R.C. in effsat when I dis shall bt used o~ applied for the payment of death taxes, estate expenses or claims against my estate. ITEM VII: All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expenses of the administration of my estate and shall be paid from my residuary estate without apportionment or right of reimbursement. However, to the extent possible, no such tax shall be paid out of any share of my estate passing to my surviving spouse and which qualifies for the marital deduction. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ~. ~,._ ~_f~,_-- Cam--. SEAL _ ~~ f _ _._.._ ... _ _. _ ._ r. .. ,.. ..~ .~ 4?°"`.r,n~,,r~.r,~a~e.~R~sn,n<~w'a....wRS-`*i~'.nr,»~if'g~'»fa+x~iy,re^+<~pS4x-_~ ,. s.~,,..,,...~..«.. .. ITEM VIII: The interest of the beneficiaries herein shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IX: I appoint my husband, AVIO ANGELOZZI, Executor of this my Last Will and Testament. In the event he fails or ceases to so serve, I appoint my daughters, DONNA M. ANGELOZZI and MARY ANNE ELLMER, or the last surviving of them, Substitute Executors. I direct that my fiduciaries named herein whether it be Executor, Trustee or Guardian, shall not be required to post bond for the faithful performance of their duties in any jurisdiction. Wherever the words Executor, Trustee or Guardian are used in this document, they shall include both the singular and plural. IN WITNESS WHEREOF, I, ANGELA L. ANGELOZZI, the Testatrix, have to this, my Last Will and Testament, :yet my hand and seal this ~%~ day of February, 1993. ' ,t-~ ~~~. L_.,_. ` ~ ( SEAL } la L. An el zz. Ang g Signed, sealed, published and declared by th,e above named ANGELA L. ANGELOZZI, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of the said Testatrix, and of each other. .' , l~,_ L~~ ~ -, 9 - /~~~ ~~~~~ ~ss~~~a~~s '~ ^ V 3-d2~ ~arte€ St~•eet y ~ ^c a ~. ~s ~. a~'~a ?- m\c,Rg 3iM a~~&~ tR`: 3f: "~'i~ : ~ .. a ~ .,, u~d~a:: aD~~ a~a~ Y' „i ~ . ~'~~':'~ L, 3~~9 Logan St~•eet, C~t'rtp Hitt, PA 17t}'~'t ~:~~.;~~;~~>-:~: ~'h~ ~s~ate of Angelis Angelox~i Bxecu~rix Rep~esert~at'ive: nary Ann Blt~~e~~ The Home at ~~~ ~ Cogan ~iree±, Can ~. located in the Popular Holt wood Deg, io ~~Itent of Came Ib late 'S4's/early 'fi0's Ranch Home, This Nome Features ~ Bedr~~-~ri3s, .~ =lt~n~-r`~{ b~ ~.~ B:~t€~ ;ek~t~a ifi•, ~e~-s~~r;~ :. ~, a ;;...*~eas r, Addition in the Rear 'l C r~- :y°-~e~~~ ~~~i~~dc~~~~, I~ar-d~~:r~:~M~~H condition. The Horne is in Average to Goad Condition, ~ nd t ene she Roof appears to be in good Homes built in the same time frame. Accordingly, the decogis somewhat dated aenl with other lacks some items which are now commonly considered "Baseline Features", such d the Home Dishwasher. as a Built-in Cane of the Home's best assets is the Development it is located in -and the fact th ' Hame will snake it in demand by definition. at it is a F2anch Far purposes of establishing an estima:eci ~arl~et !!aloe for the dame, we are viev~ing i# from perpsectives: 1. Other' Properties o~ the same street 1 same nei~;hborhoo:° ~~bicb have r'ecentiZr soi{~. 2. 4~omes in the generai Market A€-ea which .are "t~~as4W~ike,s our Tare~et Prope~y, and have So$d within the past dear. 3. "C?~r Competition" -~ other h~ornes "~ilostW~ike" our ~'arget Pr©pe~y, ar~dlc~r in the same Price garage - to heip uts to establish flow we need to be positioned to cornpefe. Please find a summary of my findings belo~~; 1 have also included Supporting Data from the Properties that 1 used for this comparison. ~. h: ~... . ~. 3..: : ~ . .. r r 3.i ~ p V c 2 ... . Address: 3419 Logan Street, Camp hiiif, PA 17011 Style: Ranch Square Ft.: 112Q t3edrocros: 3 ~3edraoms Baths: 1. S Bath Meat: was Forced Air Gooline: Central Air Parking: 1 Car Carport Baser~nent: Full Unfinished Acreage: .17 Year i;3uilt: 1957 ~ . tether Domes in ttae 5a~e neighborhood which ~a~re Soid in the Past Year Dumber of Harness 6 Average Sale Price: $146,716 Average Sold $ Per Square Foa#: $122 Average Days an ~tiarket: 48 Notes: One of these Homes was in fairly distressed condition, sold "as-is ;and sold for $115, DDD - well below the sale prices for the other recent sales in that !Neighborhood. if this Property is removed from the Analysis, the Average SefJing Price changes to $153, 08D. ~. tether r'noraaes "~oS'$-Itite*" a£A~' ~'arget $"~Olaae w3a~Ch ~'$aVe ~®~C~ Br'i the ~~5~ Year' Number of Horner: 4 Average Asking Price: $159,8(30 Average Sale Price: $156,475 Average Sold $ Per Square Foct: $'123 (extrapolates to $137,760) v. tr,r^~~~. ~o:Fp~~~F,?'Q~a. ~~ t.NSe ~~n~~r~~ P~:~~'C~j~iV~~~r'~: l~~arttetp€ace Other Hcrnes "Most-like" Our Target Home which are Currently Active lumber of f-lornes: 3 Average List Price: $154,~8fi Average Listed ~ Per Square foot: $~ ~ 2 This Pr©perty will co;npete wet{ against otf~ers that are currently on the iVfarket in this feature/LocationlPrice Range. !believe that our Location is more desirable than most, if not €~li of the others. It appears that similar Homes are being offered an the Market in the $'f 56,040 to $~ 58,900 range -and selling between ~153,00t3 and $'I ~~,000. ff the Property is placed on the Open ~arltet, I would recommend starting at tt~e Higher End of our estimated Value Range, promote the Property heavily through fnternet and Email Blast l~ar#ceting to Agents and Investors, utilize an Animated Visual lour, fl~ailers, and other means to reach our Target fVlarizet. Vlte v~till evaluate Bayer and Agent Activity weekly, and suggest that the Campaign be evaluated within 30 days and modified as needed. Please Hole: This Comparative Analysis may ba used for purposes of Estimating market Value and relatE~d information, and is not a Certified Appraisal. .-, r~~~ ,: . ~~ f' ~, :~- ~•~ >.~. ,~_ Dale E. Stipe, Jr. RE>MAX Realty Associates 3425 Marl~et Street Camp Hi{l, PA 17011 Office: 717-761-6300 M O B f :. E: 717-£~08-0034 mail: ,., ;:,.._ __ -: .. . ..__....._............~.__._...~._._..v._.._.__._.. Visit my Web Site: _'~':__. ~>>~~:- ;,-- For All Available Listings~from Ali Rea1~ Estate Agencies in Pennsylvania -Ask me about my Exclusive, Complete For Sale B}~ Owner Database for the Greater West Shore Area'. - 200$ Award Winner - REtMAX International "100°l° Club" for Excellence in Sales Performance - Years of Award-winning Performance: 2005, 2006, 2007 and 2008 Winners' Circle, top 10°l0 (Greater Harrisburg Association of Realtors), master Emerald Award for Sales Excellence, Customer Service Excellence Awards since 2004 - Look far my "Just Cali Dale" Coiar Feature Ads in the Saturday Edition of the Patriot-News' "Welcome Home Section" Portfolio Statement As of 01/o7no11 Angela L. Angelozzi Individual Acct /1; 71793785 Cost Current Current Weieht Trade Date Dcscnption Svmbol Q4santity Beals Price V'lut Cash Equivalenb Money Market 6.9°lo Schwab Cash Swccp Feature MMF 8,476.20 8,476.20 Domestic Fixed Income : Govtrnement Bonds Government Bonds 7.2% 02/16/2010 Federated US Govt 2 - S Yr Instl F1GTX 758.8?5 9,015.70 11.740 8,909.19 Domestic Fi:ed Income :Corporate Bonds Corporate Bonds 5.3% 02/09/2006 Calvert Income CF1CX 411.642 b,558.33 15.900 6,545.11 4.5% 04/09n007 Citigroup Capital Preferred U C+U 240 6,111,15 23.100 5,544.00 3.0% 11/1 Sn010 Columbis Income SRINX 382,92 3,729.47 9.680 3,706.67 5.4% 01/14/2009 Federated Ietetm Corp FIIFX b58.213 6,044.93 10.090 b,641.37 4.1% 09252006 J.P. Morgan Capital Pfd X JPM+J 200 S,Ob795 25.300 5,060.00 1.8% 01/14n009 Waste Mgmt [nc 94106LAR0 2,000 1,947.92 107.953 2,159.05 03/152014 5.00% Accrued Income 31.39 24.1% 29,459.75 29,687.59 Domestic Fixed Income :Mortgage Backed Bonds Mortgage Backed Bonds 4.4% 0826/2002 Managers [ntetmcdiate Dwation Gove MGIDX 495.506 5,235.61 11.020 5,460.48 3.4% 062212006 PIMCO Total Return Mortgage D PTMDX 389.396 4,094.48 10.660 4,150.96 7 g% 9,330.09 9,611.44 Domestic Fixed Income :High Yield Bonds Hfgh Yield Bonds 6.2% 02/092006 American Funds High Income F AHTFX b68.529 7,415.82 11.340 7,581.12 2.8% 081302007 Pionccr Global High Yield PGHYX 330.35 3,170.58 10.600 3,501.71 9.0o/O 10,586.40 11,082.83 International Fixed Income :International Bonds International Fi:ed Income 9.2% 041092007 Templeton Global Bond TPICZ 834.70$ 9,745.09 !3.590 11,343.b8 Domestic Egaitits :Large Value Stocks Large Value Stocks 6.1 % 06222006 Pioneer Cullen Value A CVFCX 414.381 6,452.08 18.230 1,554.17 5.9% OS/17n002 Selected American SLASX 173.745 5,964.56 41.620 7,231.27 12.0'/0 12,416.64 14,785.44 Domtatic Equities :Large Growth Stocks Large Growth Stocks 8.4% 05/17/2002 Growth Fund OfAmcrica F GFAFX 341.228 8,529.86 30.450 10,390.39 4.8% 091092009 Schwab SBtP 500 Index Fund SWPFX 298.004 4,810.05 19,800 5,900.48 13.2% 13,339.91 1.6,290.87 Domestic Equities :Small Value Stocks Small Value 3.1% 11/ISn010 Ridgeworth Small Cap Vaf SC)/TX 273.94b 3,509.81 13.720 3,758.54 Domestic Equities :Small Growth Stocks Small Growth 4.2% 04/04n007 Baron Small Cap Fund BSCFX 214.18 4,681.07 23.880 5,114.b2 Page 2 Portfolio Statement As ofolro7nol l Angcla L. Angcloui Individual Acct #; 71793785 Coat Current Current Wsieht '>~Jade Datc ~~tacriotion Symbol tJuantity Basis Price ,_ Value International Equities : International Stocks Iatenational Equities 3.3% 12/08Rd08 Thornburg International Value A TGVAX 14d.0i4 2,ti40.19 27.900 4,019.11 100.070 _ 113,200.85 123,079.51 St MEMBERS 1St FEDERAL CREDTT [7MON REGULAR SAVINGS ACCOUNT: Account NumberlSuffix 8932-00 Date Account Established 11/15/1966 Principal Balance at Date of Death $18.67 Accrued Interest to Date of Death $.00 Total Principal and Accrued Interest $18.67 Name of Joint Owner None LIFE SAVINGS ACCOUNT: Account Number/Suffix 8932-04 Date Account Established 02/01/2001* Principal Balance at Date of Death $4,000.00 Accrued Interest to Date of Death $.16 Total Principal and Accrued Interest $4,000.16 Name of Joint Owner None *Account Opened by Transfer of Funds from 8932-00, Originally Established 11/15/1966 CHECKING ACCOUNT: Account Number/Suffix 8932-11 Date Account Established 10/08/1985 Principal Balance at Date of Death $3,699.82 Accrued Interest to Date of Death $.08 Total Principal and Accrued Interest $3,699.90 Name of Joint Owner None MONEY MANAGEMEN_T_ ACCOUNT: Account Number/Suffix 8932-05 Date Account Established 05/04/2000 Principal Balance at Date of Death $55,149.64 Accrued Interest to Date of Death $4.55 Total Principal and Accrued Interest $55,154.19 Name of Joint Owner None CERTIFICATES OF DEPOSIT: Account Number/Suffix 8932-41 Date Account Established 10/25l2004* Principal Balance at Date of Death $12,764.84 Accrued Interest to Date of Death $7.45 Total Principal and Accrued Interest $12,772.29 Name of Joint Owner Donna Angelozzi & Maryanne Eilmer Date Joint Ownership Established 10!2512004 *Share Opened by Transfer of Funds from 8932-05, Originally Established 05/04/2000. CERTIFICATES OF DEPOSIT: Account Number/Suffix 8932-46 Date Account Established 02/22/2010* Principal Balance at Date of Death $10,110.61 Accrued Interest to Date of Death $1.41 Total Principal and Accrued Interest $10,112.02 Name of Joint Owner None *Roilover from Certificate of Deposit 8932-45, Originally Established 03!24/2009 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org CERTIFICATES OF DEPOSIT: Account Number/Suffix 8932-51 Date Account Established 05/04/2010* Principal Balance at Date of Death $33,382.63 Accrued Interest to Date of Death $9.55 Total Principal and Accrued Interest $33,392.18 Name of Joint Owner Donna Angelozzi S Maryanne Ellmer Date Joint Ownership Established 05!04/2010 *Share Opened by Transfer of Funds from 8932- 00, Originally Established 11!15/1966 CERTIFICATES OF DEPOSIT: Account NumberlSuffix 8932-52 Date Account Established 05l04/2010* Principal Balance at Date of Death $10,056.49 Accrued Interest to Date of Death $1.41 Total Principal and Accrued Interest $10,057.90 Name of Joint Owner Donna Angelozzi & Maryanne Ellmer Date Joint Ownership Established 05!04/2010 *Share Opened by Transfer of Funds from 8932-05, Originally Established 05/0412000 CERTIFICATES OF DEPOSIT: Account Number/Suffix 8932-53 Date Account Established 07130/2010* Principal Balance at Date of Death $20,624.72 Accrued Interest to Date of Death $4.54 Total Principal and Accrued Interest $20,629.26 Name of Joint Owner None *Rollover from Certificate of Deposit 8932-49, Originally Established 12/28!2009 CERTIFICATES OF DEPOSIT: Account Number/Suffix 8932-54 Date Account Established 09/25/2010* Principal Balance at Date of Death $20,739.51 Accrued Interest to Date of Death $5.59 Total Principal and Accrued Interest $20,745.10 Name of Joint Owner Donna Angelozzi & Maryanne Ellmer Date Joint Ownership Established 09/25/2010 *Share Opened by Transfer of Funds from 8932-00, Originally Established 11/15!1966 MEMBERS 1sT FEDERAL CREDIT UNION Leigh- nne Stallings Lending Insurance Support Specialist February 7, 2011 Estate of: Angela Angelozzi Date of Death; 01/07/2011 Social Security Number: 202-16-3749 _Fax Server 2/10/2011 7:16:13 AM PAGE 1/002 Fax Server ~[~~ •,~~~,I,~ Refa~oe ID: 3282030 ~ Wachovia Bank Balance Confirmation Services P O Box 40028 Roanoke, VA 24022 February 1Q, 2Q11 DIEHL ~ JONES LAW OFFICES ** SUBJECT: Verification 1 Confirmation of Aooount and Balarxae Information provided for: Customer: ANGELA L ANGELOZZI (SSN# ~-XX-8523) Date of Death; January 7, 2011 Deuosit Account Information AQOOUat Aooount Date of Death Average Balance Date Maturity Iritertst Acc7ued YTD Date Type Number Balance Opined Date Rate Itten~t Intereit Paid Gloved CERTIFICATE OF 4153 533,802A8 ?n1/2008 545.22 50.00 1t20~011 DEPOSIT LEGALTTfIE: ANGELA L ANGEIAZZI CLOSING BALANCE: S:i389Z.58 CHFaCKING XX70GOIa{XX1780 51,315.15 ?/21/2008 50.00 50.00 112012011 LEGAL TTI7E: ANGELA L ANGELAZZI CLOSING HAIANCE: 51273.68 CHECKI1~iG 43 51 S,Z24.32 811312008 50.6? 50.00 1/20/2011 LEGAL TITLE: ANGELA L ANGELOZZI POD DONNA M ANGELOZZI POD MARY ANN ~ I .MF.R CLOSING BALANCE: S15Z25.40 Qther Information One ar more ofthe requaded acoourrts havoe converted to Wella Fargo Bark and a response an these aocauts will follow under separate Dover. Page 1 of 2 . Fax Server 2/10/2011 7:16:13 AM PAGE 2/002 Fax Server ~~~n ~~~ Rcfera~ee ID: 3282030 No Safe Deposit Hoe formd far arstamer. * Date of death balanoo does not include aocnred interest, • If data of death oowrrs m a waelxnd or s holiday, date of death balance does rot include any transactions that were trade during that tune period • ~ S Jennifer Straub Servicenter Associate Phone: (540)563-7323 ]~ Ja By aooeptiog this in6armation, the recipient thuoof rapreseehr and wazraets to Walls FarBa Banlr, N.A ("Wells Fargo"), that d,e recipient is authariT;ad by the customer b receive ]awfully this infirmatim. The eeaipimt agraoa that it will not disclose ibis information to any third party, unless onmpallod b do so by kegst prooers, and that it will Lrwfully use thm information The recipient acknowledges that Walls Fare does rat rapraaent and wavrant that the iofiormations oarrrplatn and aoauate. The recipient firrthar admaavledges that the information nxy not discbae the antve relationship hdwaen customer and Wells Fartp. T'ha infarmatioa it subject to ~ without notice >n the recipient The raegriaot agrees b indemnify, dam, acct hold Walls Fargo harmlasa from acrd ~. any claim resuhing $om the diacloaure and use of the information by the recipient or from the bresr~ by the retipient of any agreement, raprmaotatian, or warranty eontaiued herein. Waehcivia Bank and Waclrnvis Bank of Delaware are divisions of Walls Farpp Bank, N.A Pace 2 of 2 1993 Oldsmobile 88 -Private Party Pricing Report -Kelley Blue Book Page 1 of 3 ~~~ ~1~ ~ (----.__.--------__.__..__.~_---__..----..___.___I SEARCH THE TRUSTED RESOURCE Home New Cars Certified Pre-Owned Used Cars Research Reviews & News Dealers & Inventory Used Cars For Sale Loans & Insurance Used Car Value_• ~ Search Used Car Classifieds ' Certified Pre-Owned ~ Compare Vehicles ~ Perfect Car Finder ~ Most Researched Vehicles ~ CARFAX Vehicle History Welcome Back ~ S,gn In ~ Create Account ~ My KBB ZIP Code: 17801 Recently Viewed You Might Also Like Free Dealer Pnce Quote News Nlore Car News 10 Coolest Cars Under 518,000 Weather Emergencies Make Vehicles.,. 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Payment Calculator ,.. ,,. , Extended Warranty Quote Average Consumer Rating (173 Reviews) Read Reviews SELLYOIIRGR Q"~L~~'t 4.4 out of 5 Review the 1993 Oldsmobile 88 For one low price SQL[l you can reach _ millions of used car Vehicle Highlights shoppers Mii cage: 74, 500 Leam more now Engine: V6, 3.8 Liter Transmission: Automatic Drlvetrain: FWD ,~ • Print For sale Sign • Share with Friends T j~ Get up-to-date Liv ~ e ' Selected Equipment Change Equipment Values" Get Your Toolkit Standard Air Conditioning Cruise Control AM/FM Stereo '~~~Car Power Windows Power Steering Cassette ,Compare Used vs. New Power Door Locks Tiit Wheel Steel Wheels Under y5,000 ~ -~) Advertisement Both New and Used r-~ Sedan ~- To View List, Clidc E~ Save vehicle ~, Print Email i:n SCr01;t1RRl: f ~ advert,sement httn: //www.kbb. com/used-cars/oldsmobile/8 8/ 1993/private-party-value/pricing-report`' con... 3/ 14/2011 Portfolio Statement As of o llo7no i 1 Angeia L. Angelozzi IRA Rollover Acct ~: 71793784 Cost Current t:arrcnt We ht Trade Date Description Svmbol Quantity Basis ce Value Cash Equivalents Money Market 3.6% Schwab Cash Sweep Ftature MMF 217.03 217.03 Domestic Fixed Income :Corporate Bonds Corporate Boads 16.6% 01/06/2010 Columbia Income SRTNX 104.609 993.26 9.680 1,012.62 17.69'0 01/06!2010 Federated [ntetm Corp FIIFX 105.925 1,049.39 10.090 1,068.78 ----------- 2% 2,04Z.6S 2,081.40 Domestic Fixed Income :Mortgage Backed Bonds Mortgage Backed Bonds 11.$% 12/14/2007 Managers Intermediate Duration Gove MGIDX 64.881 691.76 11.020 714.99 Domestic Equities : Largc Value Stocks Large Value Stocks ib.4% O1/OSRO10 Pioneer Callen Value A CVFCX 54.762 927.95 18.230 998.31 Domestic Equities :Large Growth Stocks Large Growth Stocks 17.4% 05/17/2002 Growth Fund Of America F GFAFX 34.757 914.74 30.450 1,058.35 Domestic Equities :Small Growth Stocks Smali Growth 10.7% 12/14/2007 Federated Kaufmann Small Cap Fund FKASX 24.453 569.67 26.570 649.72 International Equities :International Stocks International Equities 6.09% 04/14/2010 Thornburg lnternational Value A TGVAX 13.023 336.83 27.900 363.34 100.0% S,T00.63 6,083.14