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HomeMy WebLinkAbout04-12-11y5a~~~a1-1~ --~ REV-1500 Ex to,-,a> OFFICIAL USE ONLY PA Department of Revenue pennsylvania County Code Year File Number Bureau of Individual Taxes oErnrsrrE'+raFnEVEr+uE Po Box.2soso~ INHERITANCE TAX RETURN 21 10 0854 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Date of Birth Social Security Number Date of Death 20s ~e 5840 os ai 20.0 03 ~~ 1925 Decedent's Last Name Suffix Decedent's First Name MI WAZDLEY MAR.VA M (If Applicable) Enter Surviving Spouse's Information Below MI Spouse's Last Name Suffix Spouse's First Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW l Retum t ^ 3, Remainder Return (date of death 1. Original Retum ^ a 2. Supplemen prior to 12-13-82) ^ 4. Limited Estate ^ qa. Future Interest Compromise death after 12-12-82) (date of ^ 5. Federal Estate Tax Return Required 6 Decedent Died Testate ~ rrl 7• Attach Gopy ~~ T~ust)a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) ^ 10 bpt~senPq~v31 ~Cre dit datees~f death 11 ~ Attach Sc h0) nder Sec. 9113(A) 9. Litigation Proceeds Received ^ 1< ^ CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIADa~me Telephone Numbe BE DIRECTED TO: Name DAVID H MARTINEAU ESQ 717 249 6333 ~._, First line of address 3 5 4 pLT.F~-71yAt~i~ER SPRING RD Second line of address City or Post Office State ZIP Code CARLISLE PA F' ' r REGISTER OF USE ONLY C ' 1 -r n ,. J ~ t f ^.~ ~ ~ - , ~. c~ C7 -;~ c:' ~?`i _~ --~ C<.> DATE-~ILED r ' ~~ ' ~ j .?:~ `- -~ f: _ ~ ..... , •r..T_l -- , =~ -r; ~./~ t'~ --r~ Correspondent's a-mail address: Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer haDA%Ey knowledge. Lynn Baddorf 25 Sherwood Circle Enola PA 17025 D E SIGNATURE OF REPARER OTHER THA PRE9 ~ ~--f' ~ David H. Martineau Esq. ~ ADDRESS 354 Alexander Spring Road, Suite 1, Carlisle, PA Side 1 15[3561[I7T43 15t15610b43 REV-1500 EX 15D5610243 DecedenCs Name: N(aid(e]ff i~idll/a Ni. RECAPITULATION 1. Real Estate (Schedule A) ....................................................................................... 1. 2. Stocks and Bonds (Schedule B) ............................................................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C)......... 3. 4. Mortgages & Notes Receivable (Schedule D) ................................................ ........ 4. 5• Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... ........ 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested..... ....... 6. 7. Inter-Vivos Transfers 8~ Miscellaneous lynn; Probate Property (Schedule G) LJ Separate Billing Requested..... ....... 7, 8. Total Gross Assets (total Lines 1-7) ............................................................ ......... g, 9. Funeral Expenses 8~ Administrative Costs (Schedule H) ............................... ........ 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ...................... ........ 10. 11. Total Deductions (total Lines 9 & 10) ........................................................... ........ 11. 12. Net Value of Estate (Line 8 minus Line 11) .................................................. ........ 12. 13. Charitable and Governmental BequestslSec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................................... ........ 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ............................................... 14. Decedent's Social Security Number 201 18 5840 59,017.39 25,694,43 60,000.00 144,661.82 14,149.30 18,542.36 32,691.66 111,970.16 111,970.16 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable 111 970.16 16. at lineal rate X .045 , 17. Amount of Line 14 taxable at sibling rate X .12 0 - 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 • 00 18. 19. Tax Due ................................................. ................................................................ . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 15©561L1243 15aS61Ct243 0.00 5,038.66 0.00 0.00 5,038.66 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Waidley, Marna M, STREET ADDRESS 2803 Satiety Hill Drive Apt. 301 CITY Camp Hill Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments B. Discount 3. Interest File Number 21-10-0854 4,275.00 225.00 4, If Line 2 is greater than Lin Check box on Page 2 L ne 20 tto request a efundPAYMENT. 5, If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (3) (4) (5> 538.66 Make Check Payable to: REGISTER OF WILLS, AGENT. ~. «. ~.YY., M . . . ,1 . .. 't. ~. .: ..N.. ... iw •S PLEASE ANSWER THE FOLLOWING 4UESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: x ...... ......................................... a. retain the use or income of the property transferred :................................ b. retain the right to designate who shall use the property transferred or its income :.........................::::::::: ^ c. retain a reversionary interest; or .................................................................................................... d. receive the promise for life of either payments, benefits or care? ...................... . 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ^ ^ ....................................................................................... . receiving adequate consideration? ......................... . . 3. Did decedent own an "intrust for" or payable upon 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 ^ ^ x ........ 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 is 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the 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, 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. §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)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. STATE ZIP PA ~ 17011 (1) 5,038.66 Total Credits (A + B) (2) 4,500.00 Rev-1so3EX+(8-981 SCHEDULE B STOCKS 8~ BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF 21-10-0854 Waidle ,Marva M. All property jointly-ovmed with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM CUSIP DESCRIPTION UNIT VALUE OF DEATH NUMBER NUMBER MorganStanley SmithBarney 85 26 29,315.00 1 1,100 shares of ATSrT . -.- 217 shares of Frontier Communications 7.66 1,662.22 2 905 shares of Verizon Communications 29.71 26,887.55 3 Stock held individually 41.165 1,152.62 4 28 shares of MetLife TOTAL (Also enter on Line 2, Recapitulation) 59,017.39 (If more space is needed, additional pages of the same size) Form PA-1500 Schedule B (Rev. 6-98) Copyright (c) 2002 form software only The Lackner Group, Inc. 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 All ro ~ .... , .,,~ o.,.a,o. p party jointlyowned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Dining room table & hutch 75.00 2 Hope Chest 25.00 3 Table Lamps 20.00 4 Verizon, benefit 583.61 5 M&T Bank, Checking Account No. 9850852360 1,556.94 Accrued interest on Item 5 through date of death 0.01 6 MorganStanley SmithBarney -Financial Management Account No. 724-17108-18-334 Bank 23,305.89 deposit program 7 United Healthcare Svs, Inc. -refund of unused premium due to cancellation 75.00 8 Verizon -refund 2.98 TOTAL (Also enter on Line 5, Recapitulation) I 25,644.43 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1510 EX+ (g.98) SCHEDULE C INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Waidley, Marva M. 21-10-085d This schedule must be completed and riled if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DESCRIPTION OF PROPERTY THE DATE OF TRANSFERSATTACFI A COPY OF THE DEED OR REAL ESTATDE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 George Baddorf -son-in-law -gift - 06/2010 13,000.00 100.000% 3,000.00 10,000.00 2 Jamie BaddorF -granddaughter -gift - 06/2010 13,000.00 100.000% 3,000.00 10,000.00 3 Kathy Benedict -daughter-in-law -gift - 06/2010 13,000.00 100.000% 3,000.00 10,000.00 4 Lynn Baddorf -daughter -gift - 06/2010 13,000.00 100.000% 3,000.00 10,000.00 5 Meghan Baddorf -granddaughter -gift - 06/2010 13,000.00 100.000% 3,000.00 10,000.00 6 Michael Benedict -son -gift - 0612010 13,000.00 100.000% 3,000.00 10,000.00 TOTAL (Also enter on Line 7, Recapitulation) I 60,000.00 (lf more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+(70-06) COM ~NOHNyVF~DENTEDECED~N~RN ~~ SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Waidlev, Marva M. FILE NUMBER 21-10-0854 ITEM NUMBE A. UeDLS or aeaGUCna n~uaa ..~ „r~• ~~-- -.. __.._-_- -- DESCRIPTION AMOUNT FUNERAL EXPENSES: I 965.00 See continuation schedule(s) attached B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Lynn BaddorF Street Address 25 Sherwood Circle City Enola State PA Zio 17025 4,230.00 Year(sl Commission paid 5,580.00 2. Attorney's Fees Salzmann Hughes, P.C. 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address State Zio City Relationshio of Claimant to Decedent 4. ~ Probate Fees 218.50 5. Accountant's Fees 180.00 6. Tax Return Preparer's Fees 2,975.80 7. Other Administrative Costs See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 14,149.30 Form PA-1500 Schedule H (Rev. 10-06) Copyright (c) 2009 form software only The Lackner Group, Inc. SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS continued ESTATE OF FILE NUMBER Waidle ,Marva M. 21-10-0854 NUMBER DESCRIPTION AMOUNT Funeral Exuenses 1 Gingrich Memorials -grave marker 965.00 H-A 965.00 2 Other Administrative Costs Madison Hill Apartments -balance due for September rent ($940.00 less $712.98 security 227.02 deposit refund) 3 MorganStanley SmithBamey -service fee 15.00 4 MorganStanley SmithBarney -fees to sell securities in order to administer the estate 1,496.43 5 PPL Electric Utilities -electric service 129.11 6 PPL Electric Utilities -final electric service 87.08 7 Register of Wills -filing fees 105.00 8 Salzmann Hughes, P.C. -reimbursement for Legal advertising in the Cumberland Law 75.00 Journal 9 Salzmann Hughes, P.C. -reimbursement for Legal advertising in The Sentinel 191.16 10 Salzmann Hughes, P.C. -reservation held for preparation of income tax returns, postage and 600.00 miscellaneous contingencies 11 Tina Hartley -final cleaning of apartment 50.00 H-B7 2,975.80 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1512 EX+ (12-08) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER 21-10-0854 Report debts incurred by the decadent prior to death that remained unpaid at the date of death, including unreimburaed medical expenses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 0 1 Bonnie K. Miller, Tax Collector - 2010/11 per capita tax 11.0 2 Comcast Cable -cable service 24.29 3 DFS Services, LLC -balance due on credit card 62.74 4 Home Instead -check written prior to death, clearing after death 12.00 5 Home Instead Senior Care -balance due on account 4,602.46 6 Madison Hill Apts. -August rent, check written prior to death, clearing after death 940.00 7 MorganStanley SmithBarney -Financial Management Account annual fee 150.00 8 Nationwide Insurance -premium due for renters insurance 22.25 9 PA Department of Revenue - 2010, PA40 income tax due 863.00 10 Parthemore Funeral Home 8~ Cremation Services -prepaid funeral services, check written 11,700.00 prior to death, clearing after death 11 PPL Electric Utilities -electric service 116.00 38.62 12 Verizon -balance due TOTAL (Also enter on Line 10, Recapitulation) I 18,542.36 (If more space is needed, additional pages of the same size) Form PA-1500 Schedule I (Rev. 12-OS) Copyright (c) 2009 form software only The Lackner Group, Inc. scHEauLE r BENEFICIARIES (Part I, Taxable Distributions) ESTATE OF: Marva M. Waidley 08/11/2010 201-18-5840 Item Name and Address of Person(s) Share of Estate Amount of Estate Number Receiving Property Relationship (Words) ($$$) ~ ueorge esaaaorr Son-in-Law Sch. G Item 1 10,000.00 25 Sherwood Circle Enola, PA 17025 2 Kathy Benedict Daughter-in-Law Sch G Item 3 10,000.00 135 Pilgrim Drive Boalsburg, PA 16827 3 Wendy Gehrke Daughter 1/5th of the Res idue 10,394.04 c/o Lynn Baddorf, TUW 25 Sherwood Circle Enola, PA 17025 4 Michael Benedict Son Sch G Item 6 1/5th 20,394.03 135 Pilgrim Drive of the Residue Boalsburg, PA 16827 5 ~ Lynn Baddorf Daughter Sch G Item 4 1/Sth 20,394.03 25 Sherwood Circle of the Residue Enola, PA 17025 6 Jamie Baddorr Granddaughter Sch G Item 2 1/5th 20,394.03 25 Sherwood Circle of the Residue Enola, PA 17025 7 Meghan Baddorf Granddaughter Sch G Item 5 1/5th 20,394.03 c/o Lynn Baddorf, TUW of the Residue 25 Sherwood Circle Enola, PA 17025 Total 111.970.16 1 ~~ ~~ ~ ~, _~ -~. ; t~ ~~ ~ _ LAST WILL AND TESTAMEI~~' ~Ty; _ __ I, MARVA M. WAIDLEY, of Camp Hill, Cumberland County, Peni~ylvania, ing of ~-' sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executrix of my estate. Further, to the extent that sufficient assets exist in my estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable beneficiaries, shall be paid by my Executrix from the residuary of my estate. TWO. My Executrix may, at her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executrix is authorized and empowered to engage in any business in which I maybe engaged at my death, for such period of time after my death as seems expedient to said Executrix. TI3REE. I give, devise and bequeath all of my estate of whatever nature and wherever situate in equal proions to my daughter, WENDY GEHRKE, my son, MICHAEL BENEDICT, my daughter, LYNN BADDORF, my granddaughter, JAMIE BADDORF and my granddaughter, MEGHAN BADDORF, subject to the condition that such beneficiary survives me by thirty (30) days. In the event that any of my beneficiaties shall not survive me by thirty (30) days, that beneficiary's gift shall lapse and I give my estate in equal portions to those of the above named beneficiaries tht do survive my by thiry (30) days. Provided that any gift to WENDY GEHRKE shall be held IN TRUST in accordance with the provisions of paragraph Four A below. Further provided that if either of my grandchildren are under the age of twenty- two (22) years at the date of my death, then any gift to that beneficiary under the age of twenty- two (22) years shall be held IN TRUST in accordance with the terms of paragraph Four B below. FOUR. Gifts to be held in trust in accordance with the provisions of paragraph Four shall be subject to the following: A. For the lifetime of my daughter, WENDY GEHRKE, her inherited share pursuant to paragarah Three shall be held IN TRUST by the hereinafter mentioned Trustee according to the terms and conditions below: 1. Unless otherwise stated herein to the contrary, the Trustee, as well as my personal representative, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The Trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of my daughter so as to supplement the other readily available assets and sources of income (including any governmental aid or benefits) then available to my daughter or to B. If any of my benefiaries are under the age of twenty-two (22) years at the date of my death, then that beneficiary's share of my estate shall be held IN TRUST by the hereinafter mentioned Trustee according to the following terms and conditions: The Trustee, as well as my Executor or Executrix, as the case maybe, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The Trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of my beneficiaries, or to accumulate it in the sole discretion of the Trustee. The Trustee is also authorized and empowered to pay over to, or for the use and benefit of my beneficiaries such portion of or all of the principal of the trust estate as in the Trustee's sole discretion seems proper for their continued support, maintenance, education, medical care or general welfare. My primary objective is to ensure the continued support, maintenance, education and medical care of my beneficiaries until they reach the age of twenty-two (22) years. The gift to each beneficiary subject to this trust provision shall be held separately and each beneficiary's share shall be held in trust for the benefit of that beneficiary only. In the event that ana beneficiary of a trust under this section shall not survive until her twenty-second (22 ) birthday, all of the principal and income of that beneficiary's trust shall be paid to the other of my grandchildren named in paragraph Three above, to be held in trust if that beneficiary is under the age of twenty-two (22) years. When any beneficiary subject to this trust provision attains the age oftwenty-two (22) years, my Trustee shall distribute all of the then remaining prinicipal and interest of the trust to that beneficiary, discharging my Trustee of any further obligations to that beneficiary. 4 FIVE. I nominate and appoint my daughter, LYNN BADDORF, to be the Executrix of this my Last Will and Testament. If LYNN BADDORF has predeceases me, failes to qualify or is not able or does not serve for whatever reason, I then appoint my granddaughter, JAMIE BADDORF, Executrix of this my Last Will and Testament, whereby the said substitute Executor shall have the same powers as the original Executor hereunder. SEVEN. I hereby nominate and appoint LYNN BADDORF to serve as Trustee of the trust created pursuant to Paragraph Four A and Four B hereof. In the event that LYNN BADDORF has predeceases me, failes to qualify or is not able or does not serve for whatever reason, I hereby nominate and appoint JAMIE BADDORF to serve as Trustee under the condition that she has attained the age of twenty-two (22) years at the time she appointed as Trustee. In the event that an administrator is appointed for my estate, said administrator shall have all of the same powers affored to my Executrix named hereunder. EIGHT. No Executor, administrator or Trustee acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. NINE. No beneficiary may assign or anticipate her interest in any income or principal held or distributable hereunder; and no beneficiary's creditors may attach or otherwise reach any such interest. TEN. The validity and administration of any trust established hereunder and any question or disputes relating to the construction or interpretation of any said trusts shall be governed and construed in accordance with the laws of the Commonwealth of Pennsylvania. ELEVEN. The Trustee, as well as my Executrix, shall have the following powers, in addition to those vested in it by law, for my property held for the benefit of my beneficiaries, 5 whether income or principal, exercisable without court approval and effective until the distribution of all property under the terms of the trusts set forth in Paragraph Four above: The Trustee, at its discretion, may compromise claims, borrow money or retain property for such length of time as it may deem proper, sell lease, pledge, mortgage, transfer, exchange, convert or otherwise dispose of or grant option of all or any portion of trust property for such prices and on such terms in public or private transactions as it may deem proper; and invest trust property and income without restrictions to legal investments. The determination of the Trustee with respect to the advisability of making payments out of the income or principal to any heir or beneficiary inheriting hereunder shall be conclusive and binding on all persons howsoever interested in the respective trust. Further, the Trustee shall be authorized to receive additions to the respective trust of any kind or any property whatsoever from sources other than my estate and at any time in the sole discretion of the Trustee. IN WITNESS WHEREOF, I have hereunto set m hand and seal this ~~ay orf Tune 2010. ~ ~' MARVA M. WAID Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribi witnes •~ - -~ lri Vii' ~-~ ~.~ 6 ACKNOWLEDGMENT AND AFFIDAVIT We MARVA M• WAIDLEY, DAVID H. MARTINEAU and GINA A• T'INEAU, the testatrix and witnesses respectively, whose names are signed to the MAR oin instrument, being first duly sworn, do hereby declare to the undersigned authority that foreg g tatrix si ed and executed the instrument as her Last Will, and that she had signed the tes ~ and that she executed it as her free and voluntary act for the purpose herein expressed, willingly, ed the Will as a and that each of the witnesses, in the presence and hearing of the testatrix, sign en ears of witness and that to the best of their knowledge the testatnx was, at that time, eighte y age or older, of sound mind and under no constraint or undue influence. ~~•J~~ _,_ l;_ ~ ~~~ ~' 1 MARY v ~ LEY( / /,~ _~ DAVID H. MARTINEAU ~ ~' / fly i GINA A. MARTIN U COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND ' Subscribed, sworn to and acknowledged before me byDMAmR H MARTINEAU~and testatrix herein, and subscribed sand this ~ ~~~lday of Tune 2010. GINA A. MARTINEAU, wi ,V ~~ ~ Notary blic COMMONWEALTH OF PENNSYLVANIA Notarial Seal Kandy L Coyle, Notary Public South Middleton Twp., Cumberland County My Commission Expires July 6, 2010 M©mb6r. Pannsylvanla Assoriatlen of Notaries HHG's TAKEN IN KIND HOUSEHOLD GOODS TAKEN IN KIND MARVA M. WAIDLEY ESTATE DATE OF DEATH: 8/11/2010 Jamie BaddorF: Dining Room Table & Hutch $ 75.00 Meghan Baddorf: Hope Chest 25.00 Lynn BaddorF: Table Lamps 20.00 TOTAL $ 120.00 Page 1 © ~~~ ~~ 499 Mitchell Street, Millsboro, DE 19966 September 21, 2010 Salzmann Hughes, P.C. Attorneys at Law 354 Alexander Spring Road Suite 1 Carlisle, PA 17015 RE: Estate of Marva Waidley Date of Death: August 11, 2010 Social Security Number: 201-18-5840 Dear Mr. Martineau: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. Account Type ........................... Checking Account Account Number ....................... 9850852360 Ownership (Names oj~ .............. Marva Waidley Opening Date ...........................10/02/09 (account closed 09/07/ 10) Balance on Date of Death..........$1,556.94 Accn.ied Interest $ 0.01 Total ......................................$1,556.95 The above named decedent had a safe deposit box. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or the name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, please contact our West Shore Plaza branch at 1200 Market Street, Lemoyne, PA 17043 or # 717-731- 1730. Sincerely, ~2~~ ~1i~~Y~-~ Z~f~l2 2~ r~ Charlene Warrington, Adjustm t Services 1-888-502-4349 ~', t !, Ca ',le ~,,~ I~,:_ ~,,,, ~.. ,-,,~, MorganStan e September 1=1, 2010 SmithBarney David H. Martineau, Esq. Salzmann Hughes, P.CRd., Suite 1 3 j4 Alexander Springy Carlisle PA 1701 Re: Marva ~1• ~'~ aidley DOD: 08i l 1/10 72-1-17108-18-33-1 Dl.vl ~~ir. ~Aartinea~: ms in it Llarva's account as of her date of deal ~ e • o are values for the ted the followtn° ~ aloe __ e i ' As reques c pr 00 1 2~ 315.8 pescri lion . 65 26 29,315.00 Amount ,ram 305.8 Bartle de osit rog 23 . 7.66 1,662.22 , 1100 AT ~• T ontier Communications F 29.71 26,887.» 81,170.E r 217 905 ~'erizon TO"f AL L would need the following: sfer ;his account to an estate accoun trap t we In order to 1O )~ix. e 1 • Let*.er of instru~T nt1(our form Ze 2. Signed client a~ 3 •rl*~ for the estate Copy of Driver's License :} . require additional information please let me know. Should you Re Ards, ::%- `De bie Koons ,. ,~ ~, 'associate istered Nlar~eti.i~ / Re we do not guarantee its be reliable. but accuracy or g obtained from sources we bclies'e to 'nturmatiun hercl~; has been The i completeness. Historical Quotes: Charting Tools for Looking Up a Security's Exact Closing Price - BigC... Page 1 of 1 Mare Enter Keyword(s) SEARCH -=+:trg - WITH SOPHISTICATED OPTIONS - ~~~ SCREENERS FROM SCHWABYOU CAN: ,. ~ eNUeic • , • COMPARE IMPLIED VS. HISTORICAL vOlA11l1tY fi ~ '- • CUSTOMS SCREENS BASED ON YOUR STRATEGY ~,M rp Mn... n.~ awt•..r. a...re.p C~IQYIeS $CHWAB - -~ u - .-° "~. -~~^ • SCREEN FOR POTENMLTRADES IN REAITIME ~ - ~ - -- - .... - : r a - ~, Iltart,,, w ~ waterleal AumM ~.~~~~t~i Prd~Ca ~ This Historical Ouotes tool albws you to bok up a security's exact dosing prke. Simpy type in the symbol and a hisloriul date !o view a quote and mini than for that securky. ~., .. Enter Symbol: met Enter Date: ',8/11/2010 MetLife Inc Wednesday, August t7, 2070 Closing Price: Open: High: Low: Volume: ~f I .i ~5 k a~ ~t 15~: 40.65 41.57 41.70 40.63 11,161,253 Go To Charting ~~~ ~ Sponsored Links Hot Stock-CelulasGenetica Stem Cell BioReactor Technology. 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Inbaday tlala deteyetl per exchange requirements. Dow Jones Indexes (SM) from Dow Jones b Company, Ina. All quotes aro in local exchange time. Real time last sale data provided Dy NASDAO. More Mlormalbn on NASDAO traded srmbob and their wrrent flnandal status. Intraday data delayed 75 mnutes for Nasdaq, and 20 minutes for other exchanges. Dow Jones IndexesSM from Dow Jones 6 Company, Inc. SEHK Intraday data is provided Dy Comstock and is at least 90•minutes delayed. All quotes are b local exchange lime. .. ,,, '- ~-- -~-'- --_->L:_._..:....tya..r ..T• ,....~.~a~+e,.+-1 p,~.r,,,t.~1=.,,o+.P...l~.~a .1~t- 1 /7S/7f11 1