Loading...
HomeMy WebLinkAbout06-06-11,~ y ,. 1505610105 REV-1500 EX (oz-li) (FI) ~ PA Department of Revenue Pennsylvania O FICIAL USE ONLY _ Bureau of Individual Taxes PO Box z8o6o1 DfP4HiMENif)FNF.VENUF Co INHERITANCE TAX RETURN my Code Year File Number - - - Harrisbur , PA i 12$-osoi RESIDENT DECEDENT ~ ~ ' ~ (.~ ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY __ _ _ Date of Birth _ _.. MMDDYYYY 210-40-1856 ................. ' 03/09/2010 01 /17/1949 __ Decedent's Last Name _ _ _ - Suffix Decedent's First N me O'Hara MI __ __ Michael __ L (If Applicable) Enter Surviving Spouse's Information Betow Spouse's Last Name _ Suffix Spouse's First Na e O'Hara ___ MI ,Evelyn ~ ' G Spouse's Social Security Number ___ __ - -~ - - 208-42-6957 THIS RETURN MUST BE FILED IN DU LICATE WITH Tli~ _ REGISTER OF ILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return O 2. Supplemental Return O 3. Remainder Retur (Date of Death ~ O 4. Limited Estate O 4a. Future Interest Compromise (date of O Prior to 12-13-82) 5. Federal Estate Ta~ ; Return Required death after 12-12-82} ~ 6. Decedent Died Testate O (Attach Copy of Will) 7. Decedent Maintained a Living Trust U .Total Number of S afe Deposit Boxes (Attach Copy of Trust.) f O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 1 Election to Tax a.ln ier Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule ~} CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFO MATI Name ON SHOULD 8E ERECTED T0: _ __ _ Day ime Telephone Nur ber :James W. Balthaser, CPA _ _ i _ (71 7) 637-7300 f ~ ~~ REGISTER O L S USE ONile~- ~.~- ~. 1 E F ~ First Line of Address ~ ~.. h.. ~- S:,°~ ^ 195 Stock St, Ste 311 -- Second Line of Address ~ ,~~T~ ,.-~~ ___ _ ~..~ ~ ~• .y -mot ~:1..,~ City or Past Office . .. ~"•'~ ~. li+ -- -- State ZIP Code DAT L __. __ ... Hanover _ _ _ _ _ _ PA 17331 Correspondent's a-mail address: 'im.balthaser rlhc a.com Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my~ k it is true, correct and complete. Declaration of preparer other than the personal representative is based on all informatio of which preparer tja SIGNATURE OF PE N R PONSIBLE OR FILING RETURN Daft ADDRESS ~ 2 517 Mountain Road, Bolling Springs, PA 17007-9520 SIG R OF PREPARER ER yHIjJJ REPRESENTAT7vF ~ ~~ -.~ owledge and belief, any knowledge. E9f~941 AD R S ~/ 1 Stock St, Ste 311, Hanover, PA 17331 . PLEASE USE ORIGINAL FORM ONLY Side 1 1505610105 1 0561,01,05. - - __ _ _ ; _ E REV 1500 EX (FI) 1505610205 Decedent's Social Security Number ._ ........._.... Decedents Name: ! 210-40-1$~p RECAPITULATION ' 1. Real Estate (Schedule A)......... 1 2. Stocks and Bonds (Schedule B) ........ ............................... 2 .,___ ......._. _......_ . , ... a_ _d.._.-._.3 OY _.aW_ a.._.. 92.25 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... ....r 3. .~_ _ __ ..~. ._ . _ ... .... ..~...,__ ......~...~_m.W..~Ww_ 4. Mortgages and Notes Receivable (Schedule D) .................. . . _..._ .. W....._~........_._. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. .,_...~__.. 1, 868.75 6. 7. Jointly Owned Property (Schedule F O Se crate Billin Re uested ....... ) p g q Inter-Vivos Transfers ~ Miscellaneous Non-Probate Property (Schedule G) p g q O Se crate Billin Re uested........ 6. . ~ 7. W.. W d .....__372°..43 ..__.~ _._... ... .. - - - -- 261,474.98 8. Total Gross Assets (total Lines 1 through 7) ................. ............ 8. ._ ..__.._..__ W_...r.... 638 870 44 9. Funeral Expenses and Administrative Costs (Schedule H) ................... 9. 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ............... 10. ~ 11. Total Deductions (total Lines 9 and 10 ................................. ..... 11. 12. 13. Net Value of Estate (Line 8 minus Line 11) ............................. . Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ....................... . 12. '__. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) ....................... . TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable t a the spousal tax rate, or transfers under Sec. 9116 - - -- --_ _ (a)(1.2) X .o._ 638,870.44 _ _ _ 16. Amount of Line 14 taxable 15. 0.00 at lineal rate X .0 ! `° 17. Amount of Line 14 taxable 16. `` - - __ at sibling rate X .12 18. Amount of Line 14 taxable 17. - at collateral rate X .15 18. 19. TAX DUE ..... ... _. ,- ...... ...........................................1s.! 0.00 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505610205 1505610205 O J ~_ ~ REV-1500 EX (FI) Page 3 File Decedent's Complete Address: DECEDENT'S NAME Michael O'Hara STREETADDRESS ...... ....... ---......-_....- ....-..-... -...- -........ ....--...- -....--...._. 517 Mountain Road CITY -~.._-...- ._ -..~....---------- Boiling Springs STATE PA ZIP 17007 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. Credits/Payments A. Prior Payments _ 0.00 B. Discount 0.00 3. Interest Total Credits (A + 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. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. 0.00 0.00 0.00 -_-____ (1) B) (2) (3) (4) (5) Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN T E APPROPRI TE 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 .............................................................................................. d. receive the promise for life of either payments, benefits or care? ................................................ 2. If death occurred after Dec. 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 herd ath? .............. ^ ~ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .............................................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G ND FILE IT AS p RT 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 tra sfers to or for the u e of the survivi is 3 percent [72 P.S. §9116 (a) (1.1) (i)J. ng spouse For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for t e use of the sunYi ing spouse is 0 percent [72 P.S. §9116 (a) (1.1 } (ii)J. The statute does not exempt a transfer to a surviving spouse from tax, and the statut ry requirements flo 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 d ath to or for the ~s of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S, §9116(a)(1.2)J. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 pe cent, except as node in [72 P.S. 9116 a 1 . • The tax rate imposed an 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 sibli § O( )) under Section 9102, as an individual who has at least one parent in common with the decedent, whether by lood or doption ~'( )l n9 is defined, REV-1503 EX+ (6-98} COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Michael L. O'Hara ,~ SCNED!!LE B STOCKS & BONDS FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on S hedule F. ITEM NUMBER DESCRIPTION ~ ~ 57 common stock shares -Prudential Financial, Inc. @ $54.25 per share Compushare Trust Company, N.A., PO Box 43038, Providence, RI 02940-3038 VALUE AT DATE OF DEATH 3,092.25 TOTAL (Also enter on line 2, Rec pitulation) $ 3,092.25 (If more space is needed, insert additional sheets of the same size) REV-i5o8 EX+ (il-io) ,t~ ...,, . ~ ~ Pennsylvania DEPARTMENT OF REVENUE INHERITANCE 7AX RETURN RESIDENT DECEDENT ESTATE OF: Michael L. O'Hara SCHEDULE E CASH, BANK DEPOSITS & MISC. ERSONAL PROPERTY FILE f~UMBER: Include the proceeds of litigation and the date the proceeds were received b the estate. All property jointly owned with right of survivorship must be disclosed n Schedule F. ITEM NUMBER DESCRIPTION 1. Checking Account - F&M Trust, 3 E 1st St, Boiling Springs, PA 17007-0400 Account #34-01332 2. 1994 Toyota truck VIN #JT4VN13G8R5142568 VALUE AT DATE OF DEATH 93.75 1,775.00 TOTAL (Also enter on Line 5, Recapit lation} $ If more space is needed, use additional sheets of paper of the same size. 6 ~' t L_ 1,868.75 • REV-i5og EX+ (oi-io) . , ~ Pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ,~ SCHEDULE F JOINTLY-OWNED PROPERTY C~ I ATE OF: Michael L. O'Hara FIL NUMBER: If an asset became jointly owned within one year of the decedent's date of death, it ust be reported Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS f~E TIONSHIP TO DECEDENT A• Evelyn G. O'Hara :517 Mountain Road Boiling Springs, PA 17007-9520 Vurf B C ]OINTLY OWNED PROPERTY: D TE OF DEATH DEC ENT'S DAVAWE OFTH V LUE OF ASSET ITN REST DECEDENT'S INTEREST I 45,075.89 0% 22,537.95 390,400.00 277,200.00 195,200.00 138,600.00 7,000.00 5 % 3,500.00 a unty Date 2035, Face Value $100 1,560.00 ~ % 780.00 6. A. 12 Series EE 2005 U.S. Savings Bonds Maturity Date 2035, Face Value $100 720.00 50 /° 360.00 7• A. 12 Series EE 2004 U.S. Savings Bonds g I Maturity Date 2034, Face Value $200 ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR 1 IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY HELD REAL ESTATE. _ . A. Money Management Checking Account -Account #71-27251 F&M Trust, 3 E 1st St, Boiling Spings, PA 17007-0400 2• A. Personal Residence - 517 Mountain Road, Boiling Springs, PA 17007 Cumberland County Board of Assessments - value at date of death 3• A• Personal property -contents of personal residence i per nsurance policy coverage 4• A. 2002 Subaru station wagon VIN #JF1GG29622G810825 5• A• 12 Series EE 2005 U.S. Savings Bonds, Mt From Continuation Page -Attached 1,440.00 510 0 720.00 10, 736.51 TOTAL (Also enter on Line 6, Reca itulation) $ 372,434.46 If more space is needed, use additional sheets of paper of the same Estate of Michael L. O'Hara Schedule F -Jointly-Owned Property (Continued) Letter Date Item For Joint Made Nu b T m er enant Joint Description of Property 8• A• 12 Series EE 2004 U.S. Savings Bonds Maturity Date 2034, Face Value $100 9• A• 12 Series EE 2003 U.S. Savings Bonds Maturity Date 2033, Face Value $200 10. A. 12 Series EE 2003 U.S. Savings Bonds Maturity Date 2033, Face Value $100 11. A. 12 Series EE 2002 U.S. Savings Bonds Maturity Date 2032, Face Value $200 12. A. 12 Series EE 2002 U.S. Savings Bonds Maturity Date 2032, Face Value $100 13. A. 9 Series EE 2001 U.S. Savings Bonds Maturity Date 2031, Face Value $200 14. A. 9 Series EE 2001 U.S. Savings Bonds Maturity Date 2031, Face Value $200 15. A. 13 Series EE 1995 U.S. Savings Bonds Maturity Date 2025, Face Value $200 16. A. 13 Series EE 1995 U.S. Savings Bonds Maturity Date 2025, Face Value $100 17. A. 9 Series EE 1994 U.S. Savings Bonds Maturity Date 2024, Face Value $200 18. A. 9 Series EE 1994 U.S. Savings Bonds Maturity Date 2024, Face Value $100 19• A• Mone M y anagement Checking Account Account #70-66600, F&M Trust, 3 E 1st St, Boiling Spings, PA 17007-0400 Total to Schedule F Date of Deatl Value of Asse 720.00 1,560.00 720.00 1,560.00 720.00 1,170.00 540.00 2,210.00 1,105.00 1, 710.00 810.00 of Date of Death Decedent's I, a Value of Interest ~ Decedent's Interest 50% ~'~ 360.00 I 50% ~ 780.00 I 50% 360.00 50% ' ~ 780.00 ~ 50% r 360.00 50% 585.00 50% ~ 270.00 50% ~ 1,105.00 i 50% 552.50 i 50% 6 855.00 50% F '~ 405.00 8,648.02 ~ 50% 4,324.01 10,736.51 ., ~ . pennsylvania DEPARTMENTUFREVENUE INHERITANCE 'T'AX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY --- - ESTATE OF FILE NUMBE Michael L. O'Hara E e This schedule must be completed and filed iF the answer to any of questions 1 through 4 on page hree of the REV-150 's yes. ITEM DESCRIPTION OF PROPERTY ,~ NUMBER INCLUL•E THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP 70 DECEDENT ANU DATE OF DEATH % OF DECD'S EX :LUSIQN TAXABLE THE DP.TE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (!F PL'I'ABLE VALUE 1. Carlisle Area School District Retirement Plan under code 403(b) - Contract #803656 Standard Retirement Services, Inc 1100 SW Sixth Avenue, Portland, OR 97204-1020 Transferred to named beneficiary: Evelyn O'Hara, Wife 116,229.64 100 116,229.64 2. Individual Retirement Account #35004202937916, M8~T Bank, Boiling ' Springs, PA 17007 (including 14 days accrued interest of $20.76) Transferred to named beneficiary: Evelyn G. O'Hara, Wife 108,980.00 100 108,980.00 3 Roth Individual Retirement Account #35004110091599, M&T Bank, Boiling Springs, PA 17007 (including 3 days accrued interest of $0.33) Transferred to named beneficiary: Evelyn G. O'Hara, Wife 5,389.21 100 5,389.21 4 Roth Individual Retirement Account #179850748001, Ameriprise Advisor Center, 753 Ameriprise Financial Center r Transferred to named beneficiary: Evelyn G. O'Hara, Wife 4,623.98 100 4,623.98 5 Roth Individual Retirement Account #0041-0304930134, Putnam Fiduciary Trust Co, PO Box 8383, Boston, MA 02266-8383 Transferred to named beneficiary: Evelyn G. O'Hara, Wife E 26,252.15 100 ~ 26,252.15 TOTAL (Also enter on Line 7, Recapitulation) $ ` 261,474.98 If more space is needed, use additional sheets of paper of the same size. ~~ l i~ ,~ ~I r"~ ~~~~ LAST WILL AND TESTAMENT OF i MICHAEL L. O'HARA I I, IvIICHAEL L. O'HARA, declare this to be z~~, Last t~il.~ and Testament and. hereby revoce all prior wills ara.d c'odicil.s rr`ade b ~ y me. FIRST: My Execute i x sra.:il Pa~~ :f~~rc~~n tie x~es~.dt.~e of r-~~%-~ estat.e al=- my debts, funeral and adrninistra~; io:~. ex ease . 'mss-. P arad all ~_..~tat.e, .inheritance, succession and transfer taxes im~ os ~ ', p d by the ~,r}~_ted Mates or any state, terr.~.i.t.ory or possession whi h shall b r=~,c~me i payable: ~~~~ reason oaf my death. I:t s~.a..~..1 rzot be ecessary ~o file any clair~~s t~zerefor, nor try have thean allowed by any cou~.~t . t SEC(JND: :1 give and d.ev.itie the residue of r~Y estate, 'real personal. ~.r~d mixed, of ~,~rhatever lord and nature, and wherever situate at the time of my death, including a.r.~y pr,perty oven which I raw ha~,re or hereaf te~• acquire a owes of c p ppo .~_ r~ t m e ~~~ j= , t o my wife, EVELYN G. C}'HARA. Zn the event my wife ails to ~~~rviT,re me ~ give and devise the residue o:~ ~~~ estate, r al, p=~esc~~li~:a.1 and mixed, of whatever find ar~d nature, and where er sit~.a.t ~. -~ ~t L.A~~' WILL A~~.T".~ ~'~~`~~EN`' JF the time of my death, incl_udiac~ any property ov r. which ~, nova nave or hereafter acquire a po~:~er of appc7intmen ~, to m.~,. ~~.ught.er , HEATHER ELAINE O'HARA, per stirpes. If and in ~~~e event ~JC~th rrr Y w.:i. f.e ar~d daughter :fai ~_ to s~arvi_ve me, 1 give an de ~r.~se t ~~~_ residue of my estate, real, personal and m~..x:ed, of~ whatevq~.~• ~i~,~-~ and nat~u.~-e, ar:d wherever situate at the time of my death,. including any property over which I n ,w have c:>r hereafter ac wire g a pc~we.r o:f~ appointment , to my nephews , SEA.tV MIC EL 0' HAR!A~ ar~d 3 CHAD CHRISTOPHER O'HARA. THIRD: I' nominate, ~:onstitute ar~d appoint VELYN C. ~~AH ARA, Executrix o.f th~.s my Last Will ar~d Testament, to serve wit~aout bond or secu.r. ity, and to make distrib~ati.on of my estate in ~.a.sh o.r in ka..nd, o.~• part.ly in ca.s.h dnd partly :?..ra. ~~..nd and. :i. n ~ ~~~ ~~ h k manT.yE-'r' as ~}-.3G :~t1ay' ~~'~:~-'I:'I:11.i!~, ~ c~11.~~ti`".J:~`:LZ~, ~'IFi~it.:i'vJ r s"~aid d1rt1,~„.~.. ~ ~.. , h ~'r to sell and convey, by g©od and suff~c~ic~.r.,.t deed, in fee s~ .~ 1.~ ~p ~ estate, a.~y a.nd all of my r.ea1 estate, at public cr privat,!ej sal.. e, fo.~° such price or prices, ~.dpon suc~a terms and conda..tions, 'cis in. 2 __ _ _ _ _ _ _ , I_ _ LIa.ST ~~LL ~N.I~ TEST.~.'~SENT ~' M.~~HAEI, L . ;~' ~~~~RA her judgment is beast for my estate, ~~nd. to that end to sa_~n, seal-, eXee~te, acknowledge and deli~,jer_ all deed • or otner~ irystruments necessary Cherefcr as eff~eci~it~rely s ~ ~; cu ~. d do ~_ ~ ~ were per sc~x~ally present . i I:~~ the e~er~t such person does nct survive ~e, or• re~~~~~>es ~to act as Executrix, ox° dLes not cort~plete t~~.e dut.~ s c,f ~xec~~t.rx, them ~ r~~cr~inate, constitute and appoint HEATHER ELAINE Q r ARA , c'~. s the alternate Exec.<trix, tc~ ser.ve with.~ut bond or secur~.t~~. N(y alter~ra.ate ~;xecutrix sn.a..1. ~ have a 1.:~.. of~ the powers , -~ ~ . p.;. iv~~..e'~~s 3 duties and im:-~r~unities granted to my Execut.~•ix as provided ~~erei.n. E FOURTH: No beneficiary sh.a~.l ;gave the cwe p to antic~~~Jate, encumber or transfer his or he°~r irater•est in my e fate in ~. ~~~ rna~nne.r tither than. by t~.e ~~al ~..a exe.z°c°:~se ~;f a ~u~ .~. r f ~pptcintment . ~o ,part of my estato sh~=~~a ~. be .~.iabl f ;~ r ~;3,- <~~ ~-i ,~ rcrec~ with any debts, contracts, liabi~_~i.t_:~es or tarts ~~ f a ~ene~vi_'cia..~~ o~: subject t;~ se~..zure ar otrier pr. ocess by ar~y crQ itr~.a: of ~~~ ~?eri~-'f_LCic~.~'y . __ -_ T ~ __ IN WITNESS WHEREOF, .~, MICHAEL L. O'HARA, t~~e Testator, have to this mir Vast 'w'i;1,~ arid. Test.a~:ent, set. m_~ hand and seal this -_ ~~ dad of I~1az~, 2t~G3. . ; ;~ , .. MICHAEL L. O'HARA ~'igned, sea? ed, publ~si~.ed ~.~r~d declared by _he ~.:~ove earned Testator, as a.rd for hi.s La.,t °~7i~. i and `I'estamen of us, ta~io have hereunto subscribed c>u~_ .names a in the 'resence h~.s ~~equ _~7 ~. as witnessPS hereto, in the presence of ~:};e said. T stator, a.Lfikc3. of each rather. '1'he preced.:i.pg document rrr,s.:i.sts ~of this a~.d ~.~--ree (.:~ ),,--c=~,t:~j.er cc~z~tsec:utiveiy nu.z~nbered t~~ewrit ~.en ~~a es r, ~ ~ ~~` ~. o"; , ~ ~~ ~ *"~ It ,~ i K ~~ ~ .........__ O , .. # .~~` ~.~..._~~ .............~'''`~_ _____.._ ~~~--.-residing a t ~' ~,~-~-y' ~.. .~" ~ ~ h x s "~ f ~ ~ __..... .........~"!~t ~ ~~ y{ '~~ ~~~ C.s,, ~. ~: "~_ ~ ~ ':~ .residing a t ~:.-~ :~~#,.- ~.. ;~ ACKAIQWLEDGMENT ~ ~ °~ ~ ~.. CCNIMON~~JE~`~~,TH c=;F PEIaTN~:YLt7~NITa s s . ~ :I, MICHAEL L. O'HARA, th.e Testator whGSe na e is sign1ci to she attached or foregoing instrumer~.t, havincr bee.. duly ua~.~.fi.e accord..~ng t-o ..l.aw, dc:~ ~~er eby ac~nowledc~e that. ~ s 'fined and. d executed the ir~strurnent as m~ mast r~i.ll ; and tha ~. '' sign°d ,. ~ t willingly and as my free and voluntar_~ act for t e ~u.r~cse; there~~ra ex~;ressed. • 5wc~rn t® or affirmed and ae wledged before me by MI LHAEL L O'HARA, the Testator, this ~ k~ da ~ ~7 Y cif May, ~. ~3. Testator ~Y~©tc~r ~' pllb11C N~t~t p~! ~wal ~.:~ ~; Isla Lo ~;smar~n, h1~~ry PUl }.?SfCt„i.":;.lst~, Qc'iUj)~14C) v{:I:.i~l'iY.` AFFIDAVIT Ct~MMC}NWE_AL`T'H OF PENNSYLVANIP, ss.: CUU~3TY c7~ DAUrHIN - ~~e , ~t.>"E-`~"~ ~1. ~~-~---a ~~..~ and ~`"lc.;..~.. the w:~ messes whose names a~•e sig.n.ed to the att. instrument, being duly quali..fied acco.r_din.g to 1 say that. we were present and saw the Testator s t-.he ~_rlstrument as his Last ~v'ill; th~.t. t:he Test. willingly anal executed it a.s his free and voluri purposes therein expressed; that eact~~ subscribi hearir.~.g anal sight of the `:~'estatoY~. signed t~ze Wi :;.zed :hat t.o the nest of o~~r knowledge the Vesta time 18 0~• r~~ore years of age, of sound IT'iind, any c:~nstraint or u:~.due i~zfl.uence . Swox•z~~ to or affirmed ar~d subscr.i.bed to bef ~ r~ i-~ !~.~ ~ e ~ 1 ~--~ ~ and witnesses, this ~~ day of Niay, COQ ~ _ ._.: ~~~~ 1 ~ •``. ~1 t ~t4'it11E3sS Notary Public p .~ 1 ~_ ~w<Y t~ ~kt~ttil ,,`", f„S „~ +~`? ;':fi, yea .~...,. , .r. egoing se and c ~.;. l~, e -~ the :in t':.he nE-3ss t~~~at.:' EAL1 Schedule ~ -- Item 1 ~vel°~n Ohara _ -- From. ~ Staub, ~~`~ ~r~~,s#~ub.pcmc~mcas#,net~ Sint: Tuesda~~, May '! 4, 2+~'t '# ~f ~:'i 2 To: Evelyn CJ~tara Subject: Fl: C}h~ca Pruden#iat PC}Fs A~chr~~ants: C)f~ar~ Prudential ~~~~ ~#,~#eman#s.pdf c~~sara Pruden#ial ~#ack 5ta#ern~ ~ #~ ,pdt~ Clhara l~r~dent~a# ~tcaclc S#at~r~~nt~ 2.~t~f N i Evelyn, i Attached are the ranly statements !have tfiat sfiaw a vat€,~ fc~r ~~ ~rude~tial stack pr car t+~ the ~r~n~~ .r tg TC3 Arneritrade. I tanked ~~~ tfi~ value ~t th~~tr~r nth iVtilce's riate Af i?eath March ~ttr, ~D;~and it way .25 der ~har~ "iAh stai+~m~nt +ndi~-ate+~ 57 ~hres.~~ ih~ ual~ae pan the Cate of ~~atfi would t~a~e he~ri 5-3~~~2.~~. Art ~ ~ rrect ire th~"~ ~f~ta. fc~cated copies of the ether statements Yc~u ne~r~ed~? ~.~, het me knr~w if iota need anything else. Also !et me knc~uv if y~~ are comir~~ dovs~n to ~ n+~~er to mee# with ~i-~r re~ardn the :nher~tance tax return and ~~ you ha~re time. we can schedule a reviev~. Marry 'hanks, #'resdent l~ilo# ~apitia) '~na~en~~r~t, Inc. tub i~t~a ~talm~una em~nt.Gc~rr~ ww ilc~tca italm~a~na ~m~n#. ec~~?nl~ Ft`~~nc,ia.l ~'Inn.r~~ aid ~z~~uestmer~t ~ana~e~n+~r~t frrprn; Grey Staub aide; ~ .cc~ Senn: ~'ues~ia, l~a~ lfl, 2Q1 #. ~: AM TQ Greg Staub ~ut~,+r: t~hara pru~ientlal PIFs Sch~dule E - _tem 1 'STATEMENT CAF ~~CCflUNT 34-{? ~ 332 STATEMENT PERIOD FRflM iT@"'IROUGF-{ q3-11-1Q j 04-11-10 **~,~,~,r~,-...,-~,AUTC7"3-DIGIT 170 2531 0.8375 AB 0.3fi0 11 134 (~~Fiii~~~i(i~~~((~~~(~~~((-[~~~(~(~~~I~I((~~~e~~((I~-~(~~~(li ~~ 2 4? MICHAEL L OMARA 51.7 MOUNTAIN RD BOILING SPRGS PA 17007-9520 PAGE ENCL 1 of 2 ~} 5 GO CLUB CMECKIN+~ WITH INTEREST ACCOUNT: 34-0133 '' . ~,.,;~ BEGINNING DEPOSITSI CHECKS,' ER'{f(CE~... BALANCE NUMBER CREDITS NUMBER DEBIT FEES 93.75 {} _a0 0 .0 .00 ACCC3UNT INTEREST INFQRMATICIN INTEREST PAID THIS YEAR ,08 SEP,VICE FLEE B.~LANCE INFORMATION FF20M 3-11-1Q THROUc;H ~-11-10 AVERAGE LEDGER BALANCE 93.75 AVERAGE CpLLECT D BALANCE MINIMUM LEDGER BALANCE 93.75 MINIMUM COLLECTE BALANCE ~t?NEY IVIAIVAOEMENT ACCOUNT PERSONAL n°= ~ ~~ ~ . 70-fi6600 <..~;...r BEGINNING DEPOSITS/ CHECKSI BALANCE NUMBER CREDITS NUMBER DEBITS 8, 648.02 2 3 295 29 1 INTEREST PAID THIS YEAR f - s, oao, oa ACCt)UIVT INTEREST IIIIFORMATIQN 17.92 DATE DESCRIPTION ACTIVITY CREDITS pE 03-11 BEGINNING BALANCE a3~29 MMA WITHDRAWAL Oo2aoaas3a8 ~ ~~ 03-31 PA TREASURY DEPT Ooo779aoaaa , 3,291.58 ANNEI2TANT 1at?33l 2104p1856125325 Q4-a9 INTEREST CREDIT 3 ?1 04-11 ENDING BALANCE . '""'' ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FRC)M 3-1110 THROUGH ANNUAL PERCENTAGE YIELD EARNED ,55 AVERAGE DAILY COLLECTED BALANCE 7,694.86 INTEREST EARNED 3.71 ERVICE FEES .oo . IJO 4-11-10 **~ EI~.tE~[N~ . ` BALANCE 93.75 93.75 93.75 ENDING 3ALA7~.:~E 6i, 943.31 BALANCE ,54~.oz ,64$.OZ t~~~.6~ 943.3I 1994 Toyota T100 Regular Cab -Private Party Pricing Report -Kelley Blue Book Pa e of 2 g Schedule E - Item• 2 _._. _.~~_. Tom: ~ ~ SEARCH Hrame New Cars CertiC#ed Pre-Owned Used Cars ResearcFa Reviews & News Demers SE Irlventc3ry sed Cars For ~a#~ c~~Frts $c Insurance - .. l)Sed Car Vaues ~ `>E'~ \~~~m~°~ 1':h 1. E(j l.d.' C 3i411'Ia.dS I C;f."9.Iflf~d P"e.C)W^f.d + CCf7'pdfat 'VPf'If:irS f PE', I'('E'('.'. C.r3~ Fl rtdf.'r ( MOST Pf'Se%3 r"i Y:t?d (,11'.Ii'S C,AfE F~AK VY 'l l<:I f~ Fl:.; t'C?ry Welcome Back (~ gr: In ~ i.. ~lte r:c (.^t ~ E9, .;~,3 ZIP (::ode. ` %00? ~/!/~ ~rrl~//, /per' 2c?{=nt':'y Vlee"eed ~ l: (~#!7 ^. (: '.d1,.,-. E..ke !"i~l'.f. [,i e. ales f';":Ce %!:.1 OtE' ~Il~i:I~~f i~ix-. _--_._.__ _.__-___-___.-____-_ ~ o~ • i ...:.........",~,._.-,....,.....$ ___.. Enter N;~rTte Your f~ri~e~ SL~r~ sv~t~~ ~~xcd~y ,~. NOr?1.g > USc.S}..!:x1r7 > .j21. > i.4Y.0(a3 > I.1Q0_E?:~.9.tlIi3F..k;?~} > Long Bed 1994 Toyota T100 Regular Cab Long Bed Trdde°+l Va1Er~; Private Party Va#ue BLUE BO~I(~, PR#VATE PARTY VALUE `"-~99estecf Retail ~l,~lu:: News ~ N:owe C a: r•i ~,ws fl f> > c+44 ~ (..- t,'t:'E`I ~,; 5, (1 (; 1 f :,'~ :>d'~e. VC I.:e #~tlrlt 1..;~ E.n~~il ~ 300KM~RK ~°.. (.... i :';~; ~~=~iE1', Condition ~ ~x. Value F'#totc tsailery Car.> 1"0l- Sal; aa~ms=_ ~7CCt'llent ~2,tlt?0 Ccr}}#,arc Vehicles Good ~ x, 7 ~ 7 ~ RC Vlr_'SVV y ~ y ~ p ~afr ~.E.g a~.8 ~'onsullli=r Rr-7tif}(}j J #'InCt YGIJf" f`ICXt CaC ~'1OrE? Ph;;tp .riiJC't:.r{"tCatlOfly" ~ SEARCH lC3CAL L#5711d i';a ~ t" ~~~ ~~~~ 8UY A USED CAR. ~p ~ On Blue Book Classifieds'"^ Toyota CARFAX Record Check 1' 1.00 Regu e' C.ati ....... VI#~: `i t^9iia's fJo i%iN~ Mo P:::berr.1 Near 'IP _ .. New~f Reviews iX Ba~. .1 V..ro Ta View Ads, CI#ck 's f.i L"oo'E>.st C[}rs l;n[,er $If3,0i)i? shopping Tools 10 Ne;,^a M1;an-es for- ?011 C~rI I"'y':~r" PaVS Ba::k Ti3 /, r);3 Uf fS ~'"r f-: fi [i]~~:4~•. .. H~i1. //•. ~;'. l?' i~ARFAi: Kt)-rcrd t;lleck if)11 Eest Radesigrled've.^.i;_e A;71:i Li)'-- II ': rt1 .).t;()~/~ fl F'>) ~ '`f`i h:? Re::tlly LV nS? ('E.lri11•:. .. )~>r.'1, iCOC::.} a"d F,al i1;:C 3'(? ^'u`': F: : ;r ,' Cie'. "iOJf i;rc dlt 4C +'e ~: G'"^: . G+1~ia^taQ~ :i'i L. %d l.it0,': C;o'TtCar(' Inurar";: f- Ratf's Rc';};s f°lu>r: LV It" PI"Oil ~,5:.,:e ..... ...._... .. ' ~d y't?„-`f [ 11 :(ia'. :;r Fxtend°d~ L'/arranty C~:.;otf. Average Consumer Rating (168 Reviews) fzea+: R.[:;.:,,(=,rs SELL YOUR CAR - - • ~~ 4.7 out of S ` ou a h REView the 1994 Toyota Ti00 ReglJar Cap y p n reac ` rT`:I~~)ns fit JSc'.(9 ii3:' :..: _ shoppers Vehicle Highlighks Learn more now Mileage; 2(30,f}00 Engine: 4-[~y!, Z.' Lae:- Transmiss#on: f~#anual, 5-Spd _, .'riot F r I\~ Si(7n Dr#vetrain: ?VJD .1loCP. \Iti Iit?rld5 ..... +~ Ake i~`Qt~l ~ ~ Cif:h U() f:!-(1~3CY. LiVP. vatue~^I se#ected Equipment Get Yaur Toolkit Change Equipment Standard Fiixt The R#ght Car Power Steering AM/FM Stereo Steel Wheels Compare Used vs. New ~..inder ~s,oor~ BEue Book Private Party Value F3ot!1 t~te`,n` and Used Kelley true gr}r?k Private Party Value is the amount a bl.lyer can expect to . pay w.^.en Guying a used car from a private party. The Private Party L~aiur~ P r.kup assort?es the vehi;:le is sr}Id "As is" aura Carri(~5 ,?O vaarrartiy (nrh°r than arty ' re: nanir:g fa;-tort' warranty). The fir:a save price :nay vary dependir:g on t1?e veitid ' To View List, Click e s actual condition arld local market conditions, Phis value rr.av also he I.JCed t(% derive Fair Market 4'alue f r i o nsurar:i.e a l:; vehce rinn,~tion purpo>es. Vehic#e Condition Rat#ngs http://www.kbb.com/used-cars/toyota/t 100-regular-cab/ 1994/priva~ /2011 C OMMtJNITY' t~FFICES IN FRANKLIN, CUtu18ERLAN©, FULTON AND HUNTINGDf~N -+-----•-» ~ COUNTIES --~--~- ~:ftntrustanlin~.~c~m .,.~~-,~~-,~*~,-..*.~,-AE.~TO'"'3_DIGIT 1 TD 2531 0, 8375 AB 0.360 11 134 .......~. ( ff !! tt (( !! rr (( rt tt i+ f JJ (j pp €€€t~~!€ItI~~IIF~11€1111111€{€€4f€ill€I€~~ilttt€€~}Itlt~€€€I~I ~ ~ ~ MICHAEL L OHARA 517 MOUNTAIN RD BOILING SPRGS PA 17007-9520 PAGE ~ 1 of 2 i ENCLOSUR~.~ 0 5 I ~~ Schedule F - I~em 1 '~ STATEMENT CP e~CCC~UNT 34-01332 STATEM~ ' T PERIL)D FROM THROUGH 03-'# 1-'I O 04-11-10 G© G~tlB CHECI~CI~11G 1NITH INTEREST q ~' /` ~ ,~~~ ;~ CCOUNT: 34-0't33 ~,~,,,~ BEGINNING DEPUSITSI C t ~ ~~r ~~ BALANCE NUMBER CREDITS NUMBER D ®~T S PEES E .. j F~~.fNG ". 93.75 0 .00 0 .0 .00 BALANCE 93.75 a ACCOUNT INTEREST iIVFORMATIDN INTEREST PAIIJ THIS YEAR ,0~ 1 I SERVICE FEE B.~ILANCE INFORMAT[ON FROM 3-11-10 THRC,~Ut~;H 4-11-10 AVERAGE LEDGER BALANCE 93.75 AVERAGE Ct~LLECT D BALANCE MINIMUM LEDGER BALANCE 83.75 93.75 ...--_~.a.~. MINIMUM COLLECTS BALANCE a 93.75 Mt?NEY MANAGEMENT fa~CQl.lNT pERS~3NAL -~' d '~ TtI-C6~It1C! . , .. ~f '. BEGINNING DEPt}SITSI CHECKS/ S RVICE BALANCE NUMBER CREDITS NUMBER DEBITS EES 'ENDING 8,648.02 2 3,295.29 1 5,000.00 .DO ,61,943,31 i ACCOUNT iNTERESi` iE'~F+DRMATION ~'~... 3NTEREST PAID THIS YEAR 17.92 ACTIVITY DATE DESCRIPTIt?N CREDITS DE6 TS 03-11 BEGINNING BALANCE 03-29 MMA tNITHDRAWAL 00200009308 5,000 00 03-31 PA TREASURY DEPT` 00077900000 3,291.58 ,4NNtlITANT 100331 210401856125326 04-09 INTEREST CREQIT 3.71 04-11 ENTJING BALANCE "'`'' ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 3-11-10 THRCJUGF ANNUAL. PERCENTAGE YIELD EARNED .55 p/a AVERAGE DAILY COLLECTED BALANCE 7,694.86 INTEREST I~ARNED 3.71 ~-11-10 ``*~' S BALANCE ~6r4~{{pp$ ./0~2ry g 6"f0.0L .,939..60 ,943.3.1 ,843.31 ~um~erland ~our~ty ~c~~rc! cif Assessment Appeals C)Id ~~aurthouse, First F[vor ~~~ Gourthous~ square Schedule F - Item 2 Carlin#e, P~4. "[?Q~f3 ~aoc~c~~~~~-~~.A-s~~c~a S ~.? Mt3LTNTA2N RoAU ~~ ~~` f3oIL22~tG SPRINGS, FA 17407-952{? f ~ ~ _ __ ~.. ~ed[ine #c~r Sohedt~tling art tnf~rma! review Appc-intm nt: Apr, 1 ~. ~ ~ ~ t~ 3.41 The Cumberland County Board e~f Assessment Appeals is prfluid'rng ycru with nai determined as ~ result of the Cumberland County countywide reassessment oom reassessment ~ratues eaoh property at current fair market L'alcre, as of .~ar~uary ~ , uniform tax base sv that properties of like characteristics and the same actual Fair d~tad I c 161A~idi L7L? F+s'i i ([s : agfLi Z~Cil +i.~ p 4i ~.4, ty ~i~ .: a o _ sow xsnr~z.~~orx schools 8 _ Sot7R'~ 1~[xI373~ET4rit a~ Lacatios; 51? 1+~oElY4'TJ-IN ~.O.~t? Taxabl+s ~Propezty l?roperty Typa~: ~, 3tesid~xitfal {30+ ~r+~,e} Nab Lnralled is Cl~,att ax~t! Gxedxx I:tcsmestead ApprC-vgcl ParC+el tdenttfietr: e of the vlu . on this property, sled this year The colantywide 1 ~, equaiizin~ and esf~btishinq a f t~atue ~vili b+~ a:xed the sarrre. c~~~ APP,,. QEAClt.l}~~, i2 1~, 2f~ ~ ~01tt Base °Yextr Ass laatr Niarkst 1laltte ~2t)'f t) ~~ed Value k !cf Assessed Value Land 1.41,, 1410 ~ ar et x 10d?°fo} ~42 X00 ~~t)4}4 Mar#e# gulidings 249, 3{30 TQTAL ~ 249, 300 4$, Op0 282, ~&0 39t?,400 39t}, ~4qq I 23E?, 6s5t? 2437D COea . and Green 'Values ,,g r 64s 44'~tl (Itr~~yY ~~~~ ~ i i V ~ry /~ ~ ~ V ~~V .y Y 8ufldings aFi y4 .y~y+~ r t oT ~} ~p ~ ~ r $ ~ ~ ~r ,3 T V d~ ~y ~t .r ~ +A. ~.6 ~~~V ~~ y q ~, +~l._ ~ 1..i j I iJ V + g * + ~ p +~ n +a +R. 3 ~r ~ V A7 , F 21.3,1CIt) Gran and Grr~en values apply to ~ualll~ed fa only upon appRication and and forest 6ar~d a berme el`fective approval. GJean e by thy: Assessment C)flice no later than ,q:3 d Green applicat~o s must be received prevlausl at Y pprov~ed for Clean artd Gnaen d p.m tin t~ctobl~r r~~t rteed to re-~~ 75. 213'40. Thos+~ Iv_ i + ~ ~ ~, The ESTIMI~TEt3 impact statement printed betour is our best estimate of than + base THIS ESTIMATE ©~ES NAT INC~I~DE A~l'Y BC)RtJUGF-#, TQV'Vt~SMI~, p~ SCI-tZ~C~L pl TRICT I~rIF" ~~ tax figures. Gu~rres~t 2 Ci 1 tt C©~nt~~ ~,s.~,l ~ = ~ . 4 6 At3jua~ed ~Q.tt Ccsuai4ty m~,11 ~ ~ x.982 --- ___~_.....~...__..__._ .w.....1._....._ E 569 2©~~ 'CC+'CFItTTY Tax BEF'+I;?RE R.e~tssest~mt~ztt based ort rkdt "V'a~. s. ~ ?74 201t~ CC?IrR Tax AFTER Reaseesernent based on 1wt rket Value. {see reverse side} ...~.._ i i i - _ _ f _.. ~ 1~ ~''~ ~''~ittita~ ~~II~~~ ~t3Sllt`altC~ CUII! ~tl nv~v~cvrx~v,~ra~ r~trt»t~. ~ +~.~.~y9r. F Y ~I~,T~:1~1'~..L ~~JP"Y tdEY~t ~, A. m~mb~r of 1~~atual B®nef~t Gractp Perscan~~. P taunt Cred:i ,r __ 4D9 P~:r~€~ ~tre~:t, PQ Bax 5~'7 '.~'~~~; Transact.~.c~~i date ~~5,~~.~1.:~ REIV~~tAiv.,~~ ~~,~ Nun#~n~dar~, Pennsylvania 1665-Q57~ Schedule F - Item 3 ~~at~c~~s~~t~HT E Potiay Numt:+~r ~~'}(} Q ~ ~ ~ ~'~$ MT~HAEL L CS ~ HARA E~FIsY2tT G Q " HAR.A 517 t"I~IFPd°~'A~f~ RII F3CILII3TG ~PR~~GS P~ 17C~~i7-9520 i~revious Number Year nJs~ Mew 5/28~'`1.9~9 C.~iRIS~'ZAN BA~Ek {aC~MP~'Y 2 6 Na~:TI3 TH STR.EE'~ ~ PC> BC)~ ~. S CAP }SILL PA 1,7~3Q1, - Q~~~ Ph®r~e ?1~-76~_-~"~12 Pc~lie ,arm; ~~ Mas. FROMI _ ~ ~s ~20~~., Ta --~.. ' .._ •°...._. .-- ,._ ..... .L _....~.._ 5 ~ 8 ~ ~ 12 72 a1 a rn. sta lord time at thsl rsacfence _..._ .............__..~ ,.. ~ n e. .......,....._ Y , .........M..._ ...._ _ ,..... _~..~..-.~....~.... r. The residence p as c~verQd by this psalrcy is located of the above address ~n#ess atherw~se stated. -°°_. TSs~~1++~~'T~TMn~~q~Usl~TtA~IyN~,TRwf~~S5 }, ryry (~p~+-~ i BVILILWV J.~dt..l .tV l7 Y.3 PA. .1. 3 (,F 4.+ ! Coverage is provided where a prerrtiurn or Eirnit of I#abiEi#y is shown fc~r the cou~erage. +~-V~ ~~ ~~ ,'~ 1'~S tx i1i w~.. -_-,..... ... S A.:l~ne~aFl~t~ ~. C'tthsr ~. C. Peraat~~l _..,._....~__ ._~ ._.... ._,.~.. d-. Low of ~ S E. Per ~+reat i.~atiility .. ~ ' ~-tt'tt#~tkt!'e~K F~ Ife~ j ~ Ea i~t~q~durrettct~ T~- i ~M_..___. .~...~,._...._... d..e~m.~ ... .. C +~L.f I rGVL~ r t~a ~GS.t ~# ~ ~`~V~y L,+~~ j? ............ -...~....,m...-....•,-.~..r..-. ~~ ~Q R~ f' Ease Pre~~nium 78d u Endorsement Frer<ti ~ 41 ~`e~tal Prernit 829 c phis is Yaux- RENEWAL E claratipr~ ~'~ 3ge. Pleases ~laae ~ ~. w~,~th ~ ur expz r. anc~ pc~l.~e~ a~r~~ain%c~ tie c went ~c~~th:; De~cr~ t:#ort ~f C~~ve[1in '.... t~cT~ ~c~ ~~ .~ c~~l~ ~~ ~ joss ~. ~~___~.._ P.:..:.;.,..,.,,,,._..,~....._..,. ._:~~._ S;~C'~S1 :# W~ ~'i~R t~Ni~''~' THAT: ._..... - .~.._. ~"~ATi ' ~ S;. ~ +Ganstr ,~. ~ ~: ~ Year !"' ~ ~st~u _ ~ $~t}~ Flat ._.~ 1977 # Fi~E Subject #o th e fallowing farm ..........._.._ s, snc~c~rsemenis s - __ ...................... . ..... pe+~isl rovi i f FC~Rk~i s p ons, and +~xcepilat~s: F~3ITIQZ+t I~ATL I~E~GR.TFTI{7N I.~lE~~7C' QF Z,TA H~IJt~~3 ` ~Ci4; 9i.1 PECIAU FARM ~~ C319 ~ 2 t} rf ~ ~ ~ECLARAT I t3N Ff ~RM , ~£~ 1 b 0 ~IL~91D ~ #~ 3 / f? 9 ~ WA'D'ER EX~L[T S I C7i El~TL7CJR ~EMEItTT (NP0~3t~2 (07,~C32~ {(~i~~C}) PET~Th1S5:'L"~°ANZA t'+PC?TICE LEA.L7 LI~F3ILITY E XCI:aUS~I' i - j~i~31~BC}4P~, MBHO 5 (7 0 ~Q9/9~) ~ 1 Q / $ 7 ~ . , I?~, PERS PR{3P REPLACEM:EN'I' cC~SI` i~A ~ ' ~~C?~ 4 9 ~ (E}~ / 91 } I f.A~E T~ C4N`I'EN T S - REERI GER ~-I~ME I~A'Y~ BARE EXCI ,U~ IONS !.~'S~3Ht~23 ' ~ 04,~~4 } " . ~WELLZNG ;R.EPLACEMEN~' :UST 3A~.k3HC~1 ? PA jH4~~41 6 (1 { 3 / ~ b ,~ (4491} H~i!~E .AU~~"ANTAGE ENI7QRSEAfEN PR C ' ' . !I~BHt~~3432 {42,~t~3) . ~TECTIV E T)Et? TCE CFtEI3I~ .~ L~iw1I~'ED P'L~NGI 4 ~ ' , l ET ~ 3R TORY E.CT CAM «' . TS PUS i ~~ ~~ _ ............. t ......... , ~ ~'~ l~ ~l'~ E~` ~~ rJ~ C T~~CLUL3 ~~t°c >° C ~ ~ 5 , ', ~I ~~.41Cs :~ t~CLtI~~E ~~~°;~' ~I18~1. feet iis; Frram. ~,+~ Nc~. ~f li~~r~ ~~1~e c~~~ ~ ~ s - f _ r ~ _ 2002 Subaru Outback -Private Party Pricing Report -Kelley Blue Book ' Pa e 1 of 2 g Schedule ~' - Item 4 ~I ,.. _,W ..:..... .. ~`~( ~;~ ' SEARCH _- a ... ........ _.,.... ......... ... ... ; Home New Cars Certified PreaOwned Used Cars Research Reviews & !Yews d3ealers & InveraXDry sed Cars Fssr Sale a marts g, Ynsuranie Used i.ar ValUe5 ( ~e~3'Ct+ ,IcE`d Cif' C, aitilti r'dS I (:f!"f lYled P~E'_C)wrted I C.OfT?~)a fF' i/Pt?t(:IFS ~ pEaf tPCf. C.i1i Firt rJe!" ~ Mi)s1 It.E`Sf'.3 r('1'ed C'h li:lt'S C.AR FAK 1/r. ttE':.c, il_>tOr'i Welcome Back ~ Sinn ;n ~ t..re•=.ie i:cc:_ ~.,nt ~ t~1y ~::~sB ZIP Code: i %00' Reca~r>y Viewed Y u f~li t Ai,;:~ Lake Free :;eater Price ~r s 9^ Quote '~9~~~ News ~ r'ore C:a: r;frv5 !'~l'' ~~, +r ~w.-a__~....,___ 111111 ~ ««.r`;u.,....._....:::.:-. - Entez0 .r;r)cyi. 9 :, l,. t;<ei ~,Ifi,r)v0 ,~""` ~--_-.~ _..~ _ .. ~ ~,; 2'IP Code; ~* ~t"~t71~ YCZUf ~'E'k~£~. SIr'3Ct Se~V1tI ~CIC'i~ ~~hr, r Hu` f ~-k Ta>~„yars }+. . Ever t,.. , . <):; rpm.4 > ?.la~.Sl..s,r~r~ =° Q~ > :!4t~?s3.ta,! = L?LtLkaSK > Wagon 4D 2002 Subaru Outb ack Wagon 4D Tra(~e :n L~alt,c: Private Party Value BLUE BOQK~" PRIVATE PARTY VALUE SuyE~e,ted Retail Va1t:Y =~''~ t'ait,F, Condition m Value FftotG Gallery ,; ~, cars FGI- sale ,~,~,, Excellent $7,575 C~GiT1~;afE` 1~)E:`tIICIE'S Good ~]'r(){){) f3lue E30:]K IiE VI?VJ Fair '~~p ~OsA ~C]Y1St.tlYtr:.l ~t cltl Cl c75 .. .. Fir)ct YGUr' C`lext Cyr ~jOrE` P'lOtfiS Sher. ifiE:atiGr: ~C3r Sale Near Bailing s~ARCt~t Lcr~AL LtsTil,l~s ~ ~~ ~~~ ~ Sl3r?nt~S ~ ZO(32 5ut7aru {5utiaack CARFAX Record Check ' t 3 .iS Ill CJ i`i E'.'.r .... PO wP.I'P.d t)y ~~~~~~ : ' nilir cl Spr ;,s' VItJ: I~E,i;,t%.' t 'etc' ;: ?Jo V1rJ? rio Pr';hierr~? ~fEtd ~ K}ea! . .............................................................. ................................ News, Reviews gE Tap 1(19 "S~i]:)!.'.5('a'fi R2tdi! Vdi,,r~ : : t? COO'E`,St. C.a rS li n:,er $13,Ui:i1 ~, Shopping Tools 10 rJerv Ivan-es for 2011 ChrvsE,r Pays 0a::k Taxpayers E'^,• ,r: Ea'lic°r .. %,;iL At <o~; :=A>tFAii P.ecerd Check . 2s?1 Best Re,lesi,^,n~d've.^.i;~le Aut:i Loa-~ tr•r:,. 3 r;q:;., APp Gee )'our i:redit 4ccr: s riot, ~ Vrh;. R~:.'llly LV~ns? Cetro:'. vs 7a;:r:'t, k(]-::a a-~d Furo;;c fo: .,: f < n~:rr'~y A~1Ya^tag ~ - %+O':..:'d,.ao,; CrI:T GcI t'P..I:'15:1 ran: f.'. Pi=t ti; c; `.'p'it' Pr~3(]'PSS'yP -~. :t...,# fri0.•P'. ': .................. EXti=_nded :"Jar:3nIy C;>i.7ctP AYera E ~OnSlimer Rati n g 9 (404 Reviews) k ea^ h'E;vlr=:•a ' SELL YOUR CAR -`~~ °j 4.3 oui- of 5 ReYiE~~ti' ttra¢ z[;iTl. 5ut):~ru •'?IlfhE§r:k _ . For one ;0~^1 price "'a •you can reach ..... : rT`Il~r)'1S Gf ,lsed ('a' : snappers Vehicle Highlights Learn mare naw Mileage: 112,Ot70 Engine: 4-C Z.5 Liter YI, Transmission: Manual, 5-5pd Drivetrain: AWD Jf lflt "r~:~f SaIP ~~ll]3l .Ildre WIi'll %1'If:l)f7i - , T40#~~ ret up-to..,iaee Live: Selected E ui me t vatue`~~ q p n Change Equipment Get Yaur Tool kit Standard ABS (4-Wheel) Power Steering Power Seat FrxiTheRightCar Air Conditioning Tilt Wheel Roof Rack Compare Used vs. New Power Windows AM/FM Stereo Allay Wheels Power Door Locks Cassette $5,000 to *slC,0E30 Cruise Control Dual Air Bags Both tJE,.v and Used wagon Blue Book Private Party Value To View List, Click Kelley Bue Bn,•.,k Private Party Val()e is Yi]e amount a buyer ca:7 expect to pay when buyin a s d f ' g u e car rom a private party. T ir<: Private Part lu assumes the veai; l i " " y , ~ e s sold ~d As Is and rarrie.s na warranty ;other th 7ti re:nanir:g far_tory warranty) Tae fir ai save i . : pr ce :nay vary dehendir:9 on t..^•e vE?a:CIE'•S aCtlf<)i ::q'tdiTlOn and IryCdl 'no "k ' t ' r E . C^f1d ll .ir)r)S. This Vr3~lJe '7]aY a.S(] http://www.kbb.com/used-cars/subaru/outback/2002/private-party- ~`:_ .>a'+E'. Vetyl C Fruit ~',AE300KMaRK f ~'~ 12011 ,_~ Sch~dule F - ';Items 5-18 ~E ~t~~~d5 as cif 2~~.~. values per www.treasurvdirect_antr/Rr/.Rrpr;ro Year ltalue Actin! Value as ©f 2/2t?I1 # of Bands Total Actua! tlalue Da Mat a res Years tp Nlaturit~r ~ 2nnS 20n ~,3Q 22 ~2,S6n Zn 5 4 2nf}5 1n0 fits 1 ~~~ 2n 5 ~. 2n44 20th ~2C~ 12 $x,,44(7 ~n 4 ~ 2nn4 inn ~0 12 X720 20 4 z3 xno~ zno ~~n xz ~~,~~n zn ~ ~z znn3 ~.nn ~~ 17 ~~~fl zn ~ x~ znnz zon ~~n ~~ ~~,s~~ ~~ z ~~ znn~ goo ~~ ~~ S7zc~ ~~ a ~~. ~~~~. ~~~ ~~o ~ ~~.,~~~ zc~ ~ ~~ ~~~~ ~~ ~~ ~ ~~~ ~n ~ 17~~ 11J ~ C7~ ~~ yT,Ap 1.L1~ ~~~ ~ .f.~ ~y 1.~~~ ry / ~ G~iJ yq /(~~ 1~V ~ ^ ~~Jl.I.n LVL 1~ a.~~~a ono go ~ assn zoz ~.~ ~~ ~ _ ~ t. ,~~~ ~ ~ 'STATEMENT Ot~= ACCOUNT 51-35710 1402 '~**'"`"*****`**AUTO**3-DIGIT 170 4520 0.8730 AT 0.357 18 1 111 ~`~ EVELYN G OHARA 517 MOUNTAIN RD BOILING SPRGS PA 17007-9520 STATEMENT PERIOD FROM ~ THROUGH 01-28-11 ~ 02-27-11 PAGE 2 of 3 ENCLOSUR~~ 0 5 CHECK NO AMOUNT 465 2, 836.95 466 25.00 TOTAL NUMBER OF CHECKS CHECKS * -denotes missing check number in sequence R -denotes returned check CHECK NO AMOUNT CHECK 467 69.53 468 441.69 4 TOTAL AMOUNT OF CHECKS AMOUNT 3373.17 SERVICE FEE BALANCE INFORMATION FROM 1-28-11 THROUGH 2-27-11 AVERAGE LEDGER BALANCE 5,252.59 AVERAGE COLLECTE BALANCE MINIMUM LEDGER BALANCE 4,465.77 MINIMUM COLLECTE BALANCE MvNEY MANAGEMENT ACCOUNT PERSONAL 71-27251 BEGINNING DEPOSITS/ BALANCE NUMBER CREDITS 45,052.93 1 22.96 ~r7 7y~~ ili! Ow CHECKS/ NUMBER DEBITS 0 .00 ACCOUNT INTEREST INFORMATION INTEREST PAID THIS YEAR 54.24 ACTIVITY DATE DESCRIPTION CREDITS 01-28 BEGINNING BALANCE DE 02-25 INTEREST CREDIT 22.96 02-27 ENDING BALANCE *** ANNUAL PERCENTAGE YIELD EARNED DISCLOSURE FROM 1-28-11 THROUGH ANNUAL PERCENTAGE YIELD EARNED .60 AVERAGE DAILY COLLECTED BALANCE 45,052.93 INTEREST EARNED 22 96 DIRECT F&M TRUST -BOILING SPRINGS OFFIC INQUIRIES TO: 3 E 1ST ST BOILING SPRINGS, PA 17007-0400 TELEPHONE: 717-241-4130 OR 717-241-4131 5,240.55 4,465.77 RVICE .ENDING EES .00 5, 075.89 -11 **' BALANCE 4 ,052.93 4 ,075.89 ,075.89 _ _ _ _ ~ T_ } _ _ - y ~ ~ Sche ule G - Iem 1 u~~ ~.ter~~.e~. CARLISLE AREA. SCNaQL DISTRICT RETIREMENT SAVINGS PLAN MICNAEI OFIARA Ap~ri I, 201fl -June ~t1, 201U ;, I {i•T~i~~~~~ M~1F~~x#~'i'~ ~~V~~Vi! ~Yi ~iIY~ isViM7iIM~~ ~ ~'V[ ~~R~~~R~~+ Contract Number 803656 ' Birth Date; 111.949 Hire Date: 911972 Paget _ _ _ __ _ _ ~ ~__ __ ~_ •~ i TAX 1D NUMBER RETIREMENT ED Np. S ATEI~tENT PERtdD ' 210-40-1856 0210401856 PAGE 01-O1-IO to p4-~ 8-11 -_______ INDIVIDUAL RETIREMENT ACCOUNT MST M8~T BANK AS TRUSTEE FOR TELEPHONE BANKINI CTR PO BOX 767 BUFFALO, NY 14240' 800-829 1924 ?; 4303 2,077 MICHAEL LEE OHARA 517 MOUNTAIN RD BOILING SPRINGS PA 17007-9520 'l~ ~f~it 16-0538020 Sche~3ule G - jT~em 2 01-17- --- ~ - r e~u-~sAC1 KiN LiESCRIIaTIOM _ AMO N# B ACCOUNT MATURING NO 35-004202937916 ACCOUNT TYPE 06-26-1I 09-12 M LATHS RATE 0.25A O1-OI-10 REGULAR IRA BEGINNING BALANCE O1-26-10 INTEREST 108, 57.49 02-26-10 INTEREST 50 .87 108,E 08.36 03-26-10 INTEREST 50 .88 108,, 59,24 04-26-10 INTEREST 45 .98 I09,'~0 05.22 05-26-10 INTEREST 50 .93 109,',0 56.15 06-26-10 INTEREST 49 .31 109,'1 05.46 07-26-10 INTEREST 50 .98 109,',1 56.44 08-26-10 INTEREST 49 .35 109,12 05.79 09-26-10 INTEREST 51 .03 109,'',2 6.82 09-26-10 ACCOUNT RENEWED 51 .05 109,'3 7.87 10-26-10 INTEREST 11-26-10 INTEREST 22 .46 I09,I3 0.33 12-26-10 INTEREST 23 .22 109,13 3.55 O1-26-1I INTEREST 22 47 109,3 6.02 02-22-11 INTEREST 23 22 109,3 9.24 02-22-11 TRANSFER OUT TO BENEFICIARY 20 109 419 24 48- 109,4 9.48 , 3 .00 *** CONTINUED NEXT FORM *~~ Ci.Ns~ `3~%; j~ __ _ ~ -_ TAX ID NUMBER _ RETIREMENT ID NQ. S 'L ~' 210 - 4 0- 18 5 6 5 210 4 0 18 5 6 ATEMENT PERI p ~ PAGE 01-01-10 to 04- 8-11 1 ROTH I.R.A. - M~T M8~T BANK AS TRUSTEE FOR TELEPHO E BANKIM{~'~ CTR PO BOX 767 a BUFFALO, NY 14240' 800-829 1924 4303 2,079 MICHAEL LEE OHARA 517 MOUNTAIN RD BOILING SPRINGS PA 17007-9520 16-0538020 •"• • ~ TRANSACTION `D~SCRIPTIOM ACC 0 U N T N 0~~.-~5 -Q;_0 4110 ~+3-i-5~9''~_, ~,, T y MATURING 1~2~°~ T) 6 - 12 N` ~ ~-~-"~ ,~A 01-01-10 BEGINNING BALANCE--~~-.,~ 01-06-10 INTEREST 02-06-10 INTEREST 03-06-10 INTEREST 04-06-IO INTEREST 05-06-10 INTEREST 06-06-10 INTEREST 07-06-10 INTEREST 08-06-10 INTEREST 09-06-10 INTEREST 10-06-10 INTEREST 11-06-1p INTEREST 11-06-10 ACCOUNT RENEWED 12-06-10 INTEREST 01-06-11 INTEREST 02-06-11 INTEREST 02-22-11 INTEREST 02-22-11 TRANSFER OUT TO BENEFICIARY *** CONTINUED NEXT FORM ~~~ Schedu~.e G - Itle~ n 3 01-17-49 r.....r n r NCE 13-18 M NTHS RATS 0.350 5~ ;78.91 3 .43 5, 82.34 3 .43 5, 85.77 3 .10 5,1 88.87 3 .44 5, 3 92.31 3 .32 , 5,',3 195.63 3 .44 5 ,'~3 I99 , 0 7 3 .33 5 ,I4 2.40 3 .44 5,14 5.84 3 .44 5,14 9.28 3 .34 5,~4 ~2.62 3 45 5,~4 ~16.07 1 56 5.4 7.63 1 61 5,4 9.24 1 61 5,4 0.85 83 5,4 1,68 5,421 68- .00 ~ 1 n~ W H 1 N r--i v U d 1 ~ ~ d ~ ww a~ sib ~m c c.~ ~~ ~ ~ O ~ ~ '~~ ~ ~ °~ CSR; i II? (.`~ R i ~ 4'^ Q AA 4.~ ~ ~ V (( KJ .~ ~ .r. ~ / 1W /' ~~~y~/j rl ~ w ~ ~ C~ ~ G ~ ~ ~ .,,. C7 tX? ~ Q *7C ,~ ,~ +~ ~ t~Lt ~ ~ Q ~ c~ t~. -~ w _ Ri '`~ ~ z. c~ o, ~ - ~ ~ a. i 6 ~ 3'R ~ ~ ~. ~ + ~ +~t ~ ~. +I4~J a ~ +~yy W R . /hr~~ M = (1RR G ~~ R 9t~~ \v ~ ~ '~ Rw ~ ,_~ H *~' ~~ ` r1 ~ ~ C O C5 ~"~ ~ "~ ~~ ~ ~ ~ € ~_ .r ~ ~ ~ ~ ~ ~ ~-° m ~ ~ ~ ~' is ~ ~ ~ ~ ~~ '~ ~' art ~ ~ ~ ~ .~ ,.+~ o v} c ~-- ~ ~ ~ ~• c ~ ~ H ~ ~ ~ a! ~~, °' ~ ~ Q o v~~,~ ~ w o > y z ~ ~, ~ ~. r ~ ~ ~~jj C~ ~ C3 .-4 .-~ ~ ~. ~ ~. ~» ..~ ~ `~ ~ '~' ~ ,t ,r .~ ~~ a ~~RRRR Y ` V ~/\\ ~ w ~ (~ ~ ~ ~ ~ ' RQR~,~ ~ 114 ~R/ MYP ~ ~R;; //~RR `II/ ~ ~: ~n1 F rfwl cv ~~~ww w i# y~ i v S 9~I .~ {+w vv~ w1 ~_ '~ cR a w as e a1~`r ,,;`.~" 7 ~ ' .!~ ,~ ~~ V'"R W qq~ •• lif ~ W{ ~~y, R *y tV NsR ~" w 0 a~ ~. „ • ,~ ~ i ~~~~ ~~vEST~~I~T~ >~~~~~ ~~~~s~~ oo~ ~~a~~~ ac~s~t~~~.~~ PUTNAM FIDUCIARY TRUS"~ CC3 Tf~E ABC) MICNAFl. ~. C~HAI~'i RrJT.~ IRA I~ 51.7 h`t4tJNTAIt*I RI3 BcJI~.IhIC SPFtfiS PA 1711117-452 ~ _ ~ 2>~~Q YEAR«Tt~-[~A"CE STA - - ~t~lEt~T 1~{~1~`2~C3 - ~~ :~1,~~{~1+1~ Schedule G - tam 5 Fcar help worth your Far hel ~vrlh year anvesirr~ents, contact acco~gn . ~:eantact~ FUTNAM i~ETA~L Putn~~n ssv>w~cr€tenxs ~At~A~~MEN~' ~-eod- ~~-1S9t} -BQE~~634.15'4t) wtivw.~ rtarra.coa~ Total value as of 03131/2t~~U. $~~-~~52,13 ~ ~__---__ ACCal.1f~J°T SUh'6MARY` ~t~ ~>~ Y ~ ~c~ f1~~~EQ~S ~. V V g;~^~~ ~~qq,np~ V,idtJ '~w~[isL[T~~r ICE j/S~~J~' $.q~~J .:F Lx . .i "71.~© .,.,t @@ !Al+~,tf+~ ~gyy ag~~y l w~ tr Ea~~~E'~'g i7~~{r~RC$ ~#~i.itJ~~1Ii~~ $~4~~~~.G.~3 ~.~...., y,i~l+,i7 ~f'his quarter $t}0€~1. per share caf f~sset Ailcacataor~a Funds: E~alance Partfcalia`s eiE~is~eh~ represents a return of capital. Thais Es canly an estimate far the curr nt fund fiscal yea~± la sped ~€~ infcarmataan we haue at this time. In January 20~.I, we vu~ili pravlide final infcarrnation b gat all ~Qltl distri~a~rtie-ns fair y~iur tax Alin. Please see the Iasi t~a~e' fear qre details. P+atnarrE ~s ca~~cEmitted tca puttEng ies°tcacs first, aa7d leas r~ceaved a ct~#ades for the l rrnan~e ~f many Bands in 2~C39, See the encltased tissue cif Pu#E~arra Is~vest+~ tta learta rr~ore. You Cara eiErx'ainate the maileng ref acccavnt clcacurnents such as stet ants and praspe~ sr~s. ,pis scan as a >~Eew datument ft~r ycaur account as availatal~ for r~nlne Ong, we wE(! alert ou by e-rnaal. Tca chafe your mailing aptions, la;~ ia~ tca yoc~ acc~,t 8t nam_ccarnlEndEVi4~u I, and cltE;k tar! the "~'so aperless" link. i~sauA~~~ ~s~a ~~s~~ o~ae ~~zn ~~~ a