HomeMy WebLinkAbout05-17-11_,
--~ REV-'~Jr00~`(01-1°' _~ 1505610143
PA De artment of Revenue ~" OFFICIAL USE ONLY
P Pennsylvania County Code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO 60X.280601 INHERITANCE TAX RETURN 21 10 - 0 9 7 0
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
tnl I tK utC:tutN 1 INFORMATION BELOW
Social Security Number Date of Death
176 18 5437 09 05 2010
Decedent's Last Name Suffix
LAWLER
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
Date of Birth
11 13 1921
Decedent's First Name MI
ELEANOR K
Spouse's First Name MI
THIS RETURN MUST BE FILED IN DUPLICATE WfTH THE
REGISTER OF WILLS
® 1. Original Return ^ 2. Supplemental Return ^ 3. Remainder Return (date of death
prior to 12-13-82)
^ 4. Limited Estate ^ 4a, Future Interest Compromise
(date of death after 12-12-82) ^ 5. Federal Estate Tai: Return Required
® g, Decedent Died Testate
(Attach Copy of will)
^ ~ Decedent Maintained a Living Trust
(Attach Copy of Trust) 0
-
8. Total Number of Safe Deposit Boxes
^ 9. Litigation Proceeds Received ^ 1 p, Spousal Poverty Credit (date of death
between 12-31-91 and 1-1-95)
^ 11. Election to tax under Sec. 9113 A
( )
(Attach Sch. O)
CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name
Daytime Telephone Number
BRADLEY L GRIFFIE 717 2435551
__.~
--
--~ . _ ;
First line of address
200 NORTH HANOVER STREE
Second line of address
City or Post Office
CARLISLE
State ZIP Code
PA 17013
Correspondent'se-mail address: bgriffie@griffielaw.com
,,;
~"_~.,
--; ;~
unaer penalties of peryury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is tru ,correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIG RE OF PERSON RESPONSIBLE FOR FILING TURN DATE
A r,o e , ~ Rosemary A. Huff ~.- ~~ _ `~
112 Strayer Drive; Carlisle, PA 17013
oiurvr~ i unt ur rKtrf-ittit U I FitK THAN REPRESENTATIVE
DATE
Bradley L Griffie s-/ice/ ~ I
200 North Hanover Street, Carlisle, PA 17013
Side 1
L 1505610143
1505610143 J
. ~ ~
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedents Name: L A W L E R, ELEANOR K. 1 7 6 1 8 5 4 3 7
RECAPITULATION -
1. Real Estate (Schedule A) .......................................................................................... 1.
2. Stocks and Bonds (Schedule B) ~. 5 3, 6 5 7 4 4
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. 8 , 4 2 1 8 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ............. 6. 3 7 , 1 9 1 8 2
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ^ Separate Billing Requested ............. 7,
8. Total Gross Assets (total Lines 1-7) ....................................................................... 8. 9 9, 2 7 1 1 1
9. Funeral Expenses & Administrative Costs (Schedule H)
....................................... g. .9 , 0 0 6 . 5 5
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
..............................
10. 3 2 2 7 7 9
r
11. Total Deductions (total Lines 9& 10) ...................................................................... 11 1 2, 2 3 4 3 4
12. Net Value of Estate (Line 8 minus Line 11) ............................................................. 12. 8 7 , 0 3 6 . 7 7
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. 8 7 , 0 3 6 . 7 7
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
at lineal rate x .045 8 7, 0 3 6. 7 7 16• 3, 916.6 5
17. Amount of Line 14 taxable
at sibling rate X .12 17.
18. Amount of Line 14 taxable
at collateral rate X .15 18.
19. Tax Due ..................................................................................................................... 19. 3, 9 1 6 6 5
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ^
Side 2
1505610243 1505610243
_,
REV-1500 EX Page 3 File Number 21 - 1 0 - -0970
Decedent's Complete Address:
DECEDENT'S NAME
Lawler, Eleanor K.
STREET ADDRESS --
1000 West South Street
CITY STATE ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount
3. Interest
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 2 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(1) 3,916.65
Total Credits (A + B) (2) 0.0 0
(3) 0.00
(4)
(5) 3 , 916.6 5
Make Check Payable to: REGISTER OF WILLS, AGENT.
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 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
contains a beneficiary designation? ...................................................................................................................... ^ 0
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)1. A
sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, w ether by blood or adoption.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF Lawler, Eleanor K.
FILE NUMBER
21 - 10 - -0970
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION
NUMBER
1 General Electric Company Stocks
200.6113 shares at 15.4400/share
(See attached statements)
2 United States Savings Bond
(See attached copies and redemption statement)
UNIT VALUE VALUE AT DATE OF
DEATH
15.4400 ~ 3,097.44
50,560.00
TOTAL (Also enter on line 2, Recapitulation) 53,657.44
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lawler, Eleanor K. FILE NUMBER
21 - 10 - -0970
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER
DEATH
1 Genworth Life Insurance Company 4,060.00
Refund of Long Term Care Insurance proceeds
2 Cumberland Valley Memorial Gardens 3,790.00
Cemetery Plots - 2 spaces
(See attached statement)
3 CVS Casemark Insurance Refund 571.85
TOTAL (Also enter on Line 5, Recapitulation) I 8,421.85
' SCHEDULE F
COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lawler, Eleanor K. 21 - 10 - -0970
If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G.
SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT
Rosemary Huff 112 Strayer Drive Daughter
A. Carlisle, PA 17013
JOINTLY OWNED PROPERTY:
ITEM
NUMBER LETTER DATE
FOR JOINT MADE
TENANT JOINT C~l~.SCRIPT.10~1 ~F PRO~ERTY
Include name o Inanclal Ins Itu Ion an bank account number
or similar identifying number. Attach deed for jointly-held real
estate.
DATE OF DEATH
VALUE OF ASSET o
/o OF
DECD'S
INTEREST
DATE OF DEATH
VALUE OF
DECEDENT'S INTEREST
1 A 01/01/2008 Checking Account 28.20 50% 14.10
Susquehanna Bank Acct. 151130792
(See attached statement)
2 A 07/17/2007 Certificate of Deposit 24,366.69 50%
12,183.35
Susquehanna Bank Acct 05100004044
(See attached statement)
3 A 06/28/1-987 Checking Account 14,91.0.89 50% 7,455.45
M&T Bank Acct. No. 23507810
(See attached statement)
4 A 08/17/2005 Savings Account 35,077.84 50% 17,538.92
M&T Bank Acct. No. 15004210920523
(See attached statement)
TOTAL (Also enter on line 6, Recapitulation) ~ 37,191.82
~.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lawler, Eleanor K.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATNE COSTS
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER FUNERAL EXPENSES: DESCRIPTION
A. 1 Neill Funeral Home
2 Hofy Sepulche Cemetary
3 Gingrich Memorial
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
FILE NUMBER
21 - 10 - -0970
AMOUNT
5,128.01
30.00
165.00
Street Address
City State Zip
Year(s) Commission paid
2. Attorney's Fees Griffie and Associates
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
3,000.00
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 The Sentinel
(Advertising)
305.50
105.00
187.54
i __ _
TOTAL (Also enter on line 9, Recapitulation) 9 006.55
t
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lawler, Eleanor K.
2 Cumberland Law Journal
(Advertising)
Sclied~e H
Funeral E~IP &
~171r1lSh"dbV@ C06~S ~onfinued
3 I Orrstown Bank (checking account fees)
FILE NUMBER
21 - 10 - -0970
Page 2 of Schedule H '~
75.00
10.50
SCHEDULE I
' ~ DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lawler, Eleanor K.
FILE NUMBER
21 - 10 - -0970
Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
1 Sarah Todd Memorial Home
(Final residence fees)
2 Sarah Todd Memorial Home
(Final insurance costs)
3 George Branscum, M.D.
(medical)
4 Mobile X-Ray Imaging
(medical)
5 Sarah Todd Memorial Home
(medical)
6 MilLennuim,Pharmacy-Systems, .Inc.
(final prescriptions)
7 Kinetic Imaging
8 Sarah Todd Memorial Home (medical)
DESCRIPTION
AMOUNT
2,088.54
146.97
8.35
7.87
20.60
865..55
11.76
78.15
TOTAL (Also enter on Line 10, Recapitulation) I 3,227.79
~ REV-1513 EX+ (11-08)
t .
' SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Lawler, Eleanor K.
NUMBER NAME AND ADDRESS OF PERSON(S)
RECEIVING PROPERTY
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116 (a) (1.2)j
1 Rosemary A. Huff
112 Strayer Drive
Carlisle, PA 17013
2 Thomas J. Lawler
714 West Ave, Apt. 3
Jenkintown, PA 19046
3 Kathleen M. Rath
1014 Mt. Alem Drive
Hummelstown, PA 17036
FILE NUMBER
21 - 10 - -0970
RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
DECEDENT I (Words) (~~~)
Do Not List Trustee(s)
Daughter ~ One Third
Son ~ One Third
Daughter ~ One Third
4
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet, as appropriate.
II 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 0.00
LAST WILL AND TESTAMENT
OF
ELEANOR K. LAWLER
I, ELEANOR K. LAWLER, of 1 O l Strayer Drive, Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do make,
publish and declare this to be my Last Will and Testament, hereby revoking and making
void all previous Wills and Codicils heretofore made by me.
FIRST
I order and direct my Executor hereinafter named to pay all of my just debts,
funeral expenses and expenses involved or connected with the administration of my
estate, including all taxes that may be assessed in consequence of my death, as soon after
my death as is reasonably possible from the proceeds and assets of my estate prior to any
other distributions. I direct my Executor to pay all inheritance, estate, succession and
legacy taxes, to which my estate or the transfer of any property hereunder may be subject,
and to charge such taxes as part of the expenses of the administration of my estate.
However, my Executor need not accelerate and pay those unmatured obligations which,
in his, her or its opinion, it might be proper and more advantageous to retain or renew and
pay as they become due and payable. If I do not own a burial plot or a grave marker at the
time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to
GRIFFIE 8~ ASSOCL4TES
Attorneys At Law
200 N. Hanover Street 100 Lincoln Way East, Suite D
Carlisle, PA 17013 Page 1 of 7 Chambersburg, PA 17201
purchase a burial plot and to erect a suitable grave marker at my grave, and to expend
sums from my estate for this purpose.
SECOND
I give, devise and bequeath my estate together with all insurance proceeds thereon
of whatsoever nature and wheresoever situate in equal shares to my children,
KATHLEEN M. RATH, ROSEMARY A. HUFF, and THOMAS J. LAWLER, who
survive me by sixty (60) days per stirpes. I direct my Executor/Executrix to divide
among such beneficiaries all personal property of a sentimental or family nature
(excluding cash, stocks, bonds and the like), including but not limited to jewelry,
household goods, antiques, fiuniture and memorabilia, in accordance with a separate
memorandum which I may place with my Will or deposit with my attorney. In the
absence of such disposition by memorandum, I direct that the said tangible personal
property be divided between my residual beneficiaries with due regard for their personal
preferences in as nearly equal shares as practical, with the value of such dispositions
being credited to the share of each respective recipient. If the said beneficianes do not
agree to the division of the personal property provided for hereunder, the decision of my
Executor/Executrix, including the decision to sell the property at public or private sale
and distribute the proceeds therefrom as provided hereinafter, shall be final and
conclusive on all parties.
THIRD
I grant my Executor/Executrix the following powers in addition to and not in
limitation of such powers as my Executor/Executrix shall hold by law:
200 N. Hanover Street
Carlisle, PA 17013
GRIFFIE d~ ASSOCIATES
Attorneys At Law
Page 2 of 7 100 Lincoln Way East, Suite D
Chambersburg, PA 17201
~~
d
(a) To retain all property received including the stock of any corporate fiduciary
acting hereunder, provided such property remains productive.
(b) To join in any corporation, partnership, recapitalization, merger,
reorganization or voting trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay assessments; and generally
to exercise all rights of investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease on any terms any real
estate held or owned by my estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds, notes or other securities
or property, real or personal, without regard to the principle of diversification
or any other statute or general rule of law in his, her or its absolute discretion,
it being my intention to give my Executor/Executrix the broadest investment
powers possible, providing such investments do not unnecessarily prevent the
prompt settlement of my estate.
(f) To sell or otherwise dispose of any property, real or personal, tangible or
intangible, at any time forming a part of my estate in any manner and on such
terms and conditions as my Executor/Executrix shall see fit in his, her or its
absolute discretion.
(g) To borrow money for the payment of taxes or for any other proper purposes in
the administration of my estate, and to mortgage or pledge estate assets as
security.
200 N. Hanover Street
Carlisle, PA 17013
GRIFFIE 8c ASSOCL4TES
Attorneys At Law
Page 3 of 7
100 Lincoln Way East, Suite D
Chambersburg, PA 17201
i
3
(h) To compromise claims without court approval including, but not limited to,
any controversies with the United States of America or the Commonwealth of
Pennsylvania concerning estate and inheritance taxes on any interests that may
pass under this my Last Will and Testament.
(i) To distribute in cash or in kind upon any division or distribution of my estate.
(j) To undertake any and all acts deemed necessary and proper by my
Executor/Executrix for the proper, advantageous and prompt management of
the settlement of my estate.
(k) In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his
own right, upon such terms and conditions as to him, her or it may seem best
and to execute and deliver all instruments and to do all acts which he, she or it
deems necessary or proper to carry out the purposes of this, my Last Will and
Testament.
FOURTH
No interest of any beneficiary of my estate, either in income or in principal, shall
be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall
any beneficiary have the power in any manner to charge or encumber his interest either in
income or principal, nor shall the interest of any beneficiary be liable or subject in any
manner while in the possession of my Executor/Executrix for the liability of such
beneficiary.
GRIFFIE 8c ASSOCIATES
Attorneys At Law
200 N. Hanover Street Page 4 of 7
Carlisle, PA 17013
I00 Lincoln Way East, Suite D
Chambersburg, PA 17201
FIFTH
I nominate, constitute and appoint my daughter, ROSEMARY A. HUFF, as
Executrix of this my Last Will and Testament. In the event my daughter is deceased,
unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I
nominate, constitute and appoint my daughter, KATHLEEN M. RATH, as Executrix of
this my Last Will and Testament. I direct that my Executrix shall not be required to give
or post bond for the faithful performance of his, her or its duties in this or any other
jurisdiction.
SIXTH
I hereby declare it to be my expressed desire that my Executor/Executrix employ
the law firm of Griff~e & Associates, of Carlisle, Pennsylvania, for legal advice and
assistance regarding this my last Will and Testament, they having considerable
knowledge of my affairs, views and wishes respecting any matters that may arise at the
probate of this instrument, the administration of my estate, and the execution of the
powers herein mentioned.
1N WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last
Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which
bear my signature on the side margin, for purpose of identification, this ~ ~ ~
day of ~~~-~ , 2005.
WITNESS:
C~~/
~,~.~ ~~ ~
ELEANOR K LAWLER
GRIFFIE do ASSOCIATES
Attorneys At Law
200 N. Hanover Street Page 5 of 7 100 Lincoln Way East, Suite D
Carlisle, PA 17013 Chambersburg, PA 17201
a
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA:
. SS.
COUNTY OF CUMBERLAND
I, ELEANOR K. LAWLER, the 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 and Testament;
that I signed it willingly, and that I signed it as my free and voluntary act for the purposes
therein expressed.
S~sele ~~" ~~~~
ELEANOR K. LAWLER
Sworn or affirmed and acknowledged before me by the Testatrix this
~" day of ~~ , 2005.
NOTARIAL SEAL
ROBIN 1. QOSNORN, NOTARY PUBLIC
CARLISLE BORO., CUMBERUND COUNTY
MY COMMISSION EXPIRES APRIL 11 2007
200 N. Hanover Street
Carlisle, PA 17013
GRIFFIE d'c ASSOCIATES
Attorneys At Law
Page 6 of 7
I00 Lincoln Way East, Suite D
Chambersburg, PA 17201
J +
r
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
SS.
COUNTY OF CUMBERLAND
and (~.~ _,
the witnesses whose names are attached to the foregoing document, being duly qualified
according to law, do depose and say that we were present and saw the Testatrix sign and
execute the instrument as her Last Will and Testament; that she signed willingly and that
she executed it as her free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix signed the Last Will and
Testament as witnesses and that to the best of our knowledge the Testatrix was at the time
18 or more years of age, of sound mind and under no constraint or undue influence.
Sworn or affirmed and subscribE
and` ~.,¢(.~ ~ ~ ~ this 7 ~ day of ~~~~- , 2005.
C
Notary Publi
NOTARIAL SEAL
ROBiNl. ~OSNORN, NOTARY PUBLIC
CARLISLE BORO., CUMBERLAND COUNTY
MY COMMISSION EXPIRES APRiI 17 2007
200 N. Hanover Street
Carlisle, PA 17013
GRIFFIE & ASSOCL4TES
Attorneys At Law
Page 7 of 7
100 Lincoln Way East, Suite D
Chambersburg, PA 17201
SCHEDULE
«B»
BNY Mellon Shareowner Services
P.O. Box 358333
Pittsburgh, PA 15252-8333
November 11, 2010
BRADLEY L GRIFFIE
C/O GRIFFIE & ASSOCIATES
200 N HANOVER STREET
CARLISLE PA 17013
RE: ESTATE OF ELEANOR LAWLER
Dear Sir or Madam:
~~
E3 R~ 1` 1~•1 F I . I .~
~HA12.U'.'; h:Eh SER':'I~:S
Company GENERAL ELECTRIC
Name COMPANY
Account Key
~- ~AWLER ---ELEA-0000
Control r ---------
201011.10)0000477
Number
Telephone
N
b 800-786-2543
um
er
Thank you for your inquiry requesting information for this account.
Please be advised that Sep O5, 2010, was a non business day, hence we are unable to provide you with
the closing price for the same.
However, we are able to provide you with the closing price for the dates referenced below:
The closing price as on Sep 03, 2010, was $15.3930 per share.
The closing price as on Sep 07, 2010, was $15.4400 per share.
We hope you find this information helpful. As a reminder, you may access our Investor ServiceDirect
Web site at www. bnymellon. com/shareowner/isd or call our automated voice response system at the
above number or (201) 680-6578 for account information and to initiate certain transactions. You may
also speak with one of our Customer Service Representatives who are available from 9 a.in. until 7 p.m.
Monday through Friday.
Sincerely,
BNY Mellon Shareowner Services
Page 1 of 1
BNY Mellon Shareowner Services
P.O. Box 358333
Pittsburgh, PA 15252-8333
November 11, 2010
BRADLEY L GRIFFIE
200 NORTH HONOVER STREET
CARLISLE PA 17013
RE: ESTATE OF ELEANOR LAWLER
Dear Sir or Madam:
~~
BIVY i41 F C.f.OV
SH,Af2~J1',fP1EP, 5Ert1.'1~ES
Company GENERAL ELECTRIC
Name COMPANY
Account Key LAWLER---ELEA-0000
Control 201011100000477
Number
Telephone 800-786-2:543
Number
Thank you for your recent request for assistance with the above referenced account(s).
The enclosed account transcript will provide you with the information requested. Specifically, this
transcript provides:
• Account Profile that offers a general account status;
• Account Certificate Listing that outlines debit/credit of certificates;
• Account Payment List, which details cumulative dividend payments; and
• Dividend Reinvestment Account Summary that details shares purchased with reinvestment.
We hope you find this information helpful. As a reminder, you may access our Investor ServiceDirect
Web site at www, bnymellon. com/shareowner/isd or call our automated voice response system at the
above number or (201) 680-6578 for account information and to initiate certain transactions. You may
also speak with one of our Customer Service Representatives who are available from 9 a.m. until 7 p.m.
Monday through Friday.
Sincerely,
BNY Mellon Shareowner Services
Page 1 of 2
Shareholder:
ELEANOR LAWLER
112 STRAYER DRIVE
CARLISLE PA 17013-4400
Our Control Number: 201011100000477
36960410 -GENERAL ELECTRIC
COMPANY
LAW LE R---E LE A-0000
*** - ** _5437
YEAR T(] l)ATF ercni itiT ci ineennw
1
0 .0000 0.0000 83.55 24.07 16.5500 $0.00
CERTIFICATE HISTORY (10 Most Recent Transactions)
There are no certificates for this account.
BOOK ENTRY HISTORY (10 Most Recent Transactions )
PLAN TYPE : IR001
11/10/2010 I Transfer I 202.0980 .0000000 .00 .00 .00 ~
00
10/25/2010 Common Dividend 1.4867 16.1900000 24.07 .00 24.07 .
00
07/26/2010 Common Dividend 1.2517 15.9300000 19.94 .00 19.94 .
00
04/26/2010 Common Dividend 1.0309 19.2350000 19.8 - .00 19.83 .
T
00
01/25/2010 Common Dividend 1.2037 16.3750000 19.71 .00 19.71 .
00
01/01/2010 Balance Forward 197.1250 .0000000 .00 .00 .00 .
00
10/26/2009 Common Dividend 1.2933 15.1400000 19.58 .00 19.58 .
00
07/27/2009 Common Dividend 1.5912 12.2050000 19.42 .00 19.42 .
.00
05/07/2009 Transfer 1.7305 .0000000 .00 .00 .00 00
04/27/2009 Common Dividend 4.8091 12.1000000 58.19 .00 58.19r .
.00
PAYMENT HISTORY (10 Most Recent Transactions )
There are no Payment History to be processed.
Note:- For Security reasons, we are replacing the first five digits of your Social Security number with "*** **"(asterisks) on correspandence that we
send to you.
Please note that this duplicate statement only contains the 10 most recent Certificates , 10 most Recent Book Entries and 10 most Recent Payments
transactions.
Page 2 of 2
9/17/2010
Calculated Value of Your Paper Savings...
Calculated Value of Your Paper Savings Bond(s)
Calculator Results for Redemption Date 09/2010
~'~~:1 r~ t~~ `ale to 1~~ter ~°°"~ t~r~st
$20,000.00 $50,560.00 $30,560.00
$1, 968.00
Bonds: i-4 of 4
f S~~~ ~ ~~'~a ,~~°r~~ ~~"j$~~~~gy,gg~~ ~ j$~~,yy..~Y pp;;!~ ppgg4} y8~yyqq ,.~~~~~~~ ~rI~~Y% ~,~~r~~' ~~.
'~"~~~,~~~ ~`3
<
X2405607EE EE .
" : $10,000 02/1993.02/2011 02/2023: $5 000.00
,. $7,640 00" .
:
4
.
00% $12640.00
X2405606EE
X2405609EE EE $10,0.00 02/1993 02/2011= 02/2023
"
$5,000.00
~
$7,640.00-
~ .
.
4.00% $1
2,640.00•
2405610EE EE
EE $10,000 02/1993 02/2011 ~~
:. .:: .:
$10, 000 02/ 1993 02/2011 02/2023 "
..
02/2023
$5,000.00
$5
000
00
$7, 640.00.
$7
640
00 ,
~ o
4.00 /o $12, 640.00
-
.., .. ,
:,
,....., ,
. ,
. 4.00% $12, 640.00
Totals for 4 Bonds $20,000.00 $30,560.00
$50,560.00
~_:~: ..
NI :Not Issued
,:.
...
NE Not eligible ..for payment
P5 Includes 3 month interest penalt
., ...
MA Matured and not earnin interest
SCHEDULE
«E~~
__ _ _
- _ _ _
. Feb, 2. ?.Q11 ~~~2PM ~UMBERIANQ VAIIE`! ~~EI~ORI~~I aDPdS Rio, ~~,^ ~,
+~~:~~2
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Cuns6erfand ~'alrey ~temoriaCGarde>rs .1921 !~'tntr~ftg~way CarCrsle, ~.~ 1 ?'013
~'Cione: 71 T 243.3541 ~'a,Z 717-243-4495
To Whom It May Concern:
z~~~~~
The following persons} own property and/or merchandise at our cemetery. The values listed
below are current with today's selling prices and apply to this cemetery only.
At the time of purebase, all of the items with our cemetery were and are irrevocable. If you have
any questions or concerns, please do not hesitate to contact me. Thank you.
~iiii]ny A. Weller
Administrator
NAME(S) ~1 ~ ~.u At~i ~ ~ t,El4..bi' l..IllellE~
PROPERTY OWNED Z ~~'ae.E~
~ ~3 ~ ~
~''' PROPERTY VALUE '~ ~7`i~ , ~
MERCH, OWNED ,_,~o,,)~
v ~ 14~ S goo ~~ J ~
MERCH. VALUE ~I~'"~
DATE PAID IN FULL 1 ~/~,.~C.. ~t•~ ~~~
Osiris Holding of Pennsylvania, Inc.
i
i
October 25, 2010
BRADLEY L. GRIFFIE, ESQUIRE
200 NORTH HANOVER ST
CARLISLE, PA 17013
RE: Eleanor Lawler Estate
SS#: 176-18-5437
DOD: September 5, 2010
To V~/nom It May Concern:
Sus uehanna
9
Susquehanna Bank
26~ North Cedar Street
P.O. Box 1000
Lititz, PA 17543-7000
Toll free 800.311.3182
In response to your letter of September 22, 2010, here is the above customer account
information as of September 5, 2010.
• Account Title:
• Account Type/#
• Date Opened /Maturity
• Interest Rate:
Account #1
Eleanor Lawler
Rosemary Huff
Ckg/151130792
3/ 1 1 /06
2008-Rosemary added jt
.05~
Account #2
Eleanor Lawler
Rosemary Huff
C D/405100004044
7/ 17/07 / 6/ 17/ 13
opened joint
4.41
• Account Balance*:
• Accrued Interest:
28.19
.00
24,307.94
58.75
• YT D Interest: .01 702.03
*Account balance does not include accrued interest.
There will be ongoing interest on the above accounts.
There was no substantial withdrawal of funds from either account over the past 12
months.
There is no safe deposit box in the name of the decedent.
If I can be of further assistance, please feel free to call.
Sincerely,
Dawn M. Berrier
Deposit Research/Reporting Lead
1-717-625-6546
DMB/LJR
Msa'Bank
499 Mitchell Road, Millsboro, DE 19966 Adjustment Services
Griffie & Associates
Attorneys At Law
200 North Hanover Street
Carlisle, PA 17013
Phone 888-502-4?~49
Fax (302)934-2955
October 13, 2010
Re: Estate of Eleanor Lawler
Social Security: 176-18-5437
Date of Death: Sept 5, 2010
Dear Sir or Madam:
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:
1. Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
2. Type of Account
Account Number
Ownership (Names of)
Opening Date
Balance on Date of Death
Accrued Interest
Total
Checking Account
23507810
Eleanor Lawler
William J Lawler
Rosemary A Huff
06/28/87
$14, 910.88
$ .Ol
......................................................
____
_ _ __ __.
$14, 910.89
Savings Account
15004210920523
Eleanor Lawler
William J Lawler
Rosemary A Huff
08/17/05
$35, 075.56
$ 2.28
............................................... .
___ __ __
$35, 077.84
*We were unable to locate any safe deposit box for the above-mentioned decedent.
**For further account information, closures and/or reimbursement of funds please call the High Street Carlisle Office at #717-240-4536.
***lfiis letter does not indude any accounts in which the deceased may have been listed as power of Attorney, Custodian of Uniform Transfers,
Representative Payce, or Trustee under a Written Agreement
S' rely,
Suz e M Kimble
Adjustment Services
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