The URL can be used to link to this page

Home My WebLink About07-01-11 (2)15056117r8D REV-1500 ~t~-~~)~> PA Deper6nem d Revemm permsyNenia OFFiC1AL UssE WiY Bureau d Irdivldual Taxes r~rwn~ror CouMY Code Y~r File Number Poeoxztlasol INHERITANCE TAX RETURN ~ ( I I ~l ~p PA 17128-0801 RESIDENT DECEDENT l lJo~ 1 ENTER DECEDENT INFORMATION BELOW Soaal ~~ ~^'~ Date of Death MMDDYYYY Date of Birth MMDpyyyy 168-26-4796 02222011 D6231922 Decedert's last Name Suffix Deeederr'a FHat Name MI STILL NANCY (M Applicable) Errser Surviv' L arg Spouse's Information Bebw Spousds Last Name S1rIRr Spouse's Firet Name MI Spouse's Social Secuity Number FlLL IN APPROPRIATE BOXES BELOW ® 1. Oripirrel Rehtm Q 2. S1rpplemerNal Ream Q 3. Remainder Retum (Gate of f)~h Q 4. Limited Estate Q 4e. Future (merest Compromise (dated Priorro 12-13-82) Q 5. Federal Estate Tact Rehm Required ® 6. Decedent Died Testate deatlt after 12-12-82) ~] 7. Decedent Maintained a Livi Trust ~ D (Attach Copy d WiM) (Attach Copy d Trust) 8. Total Number d Safe Deposit Boxes Q 9. LRgation Proceeds RecelveU [~ 10. Spousal Poverty GYedR (Data d D~[h Q 11. Election ro Tax under Sec 9113(A) t~weerr 12-31-91 arW 1-1-95) . (Attach Schedule p) CORRESPOIgeHT-THIS SCi:fX1N MUST l1E tXlMPLEIED. ALL CORIt~RP011DBIGEAMD COHt TAX HIPoRWtTX1N Marne ta1011Lp l1E DlA6t:f®T0: Oaytlrne Telepltorle Ntsrtber Robert G. Frey 7172435838 ~~ o Fast Line of Addreas 5 South Hanover Stree Second Line of Address City or Poet Office Carlisle THIS RETURN MUST BE FILED IN DUPLICATE IMTH THE REGISTER OF WILLS State ZIP Code PA 17Db3 F OtiY T ,+~ G7 ^~ C/3 ~ n-i i~-'N '~~ ' ~'. 1^t ~' fir'T,'S t- IE FTLED ~ ~~ CorrespondenYsa-rnailaddress: RFREYBFREYTILEY. COM Under penalties d perywy, I declare that I Mve exam~ed tree rturrr, includirg aocamparryutp atlreduks and Bfeterrrerrls, arM ro ~ b~ d my laawkrga ~d txNe _d is true. correct and complete. Declarseon d preparer asrer tfran the personal rdxesemetin4 k based on aA information d which Irae am lelowlrrloee. ~~~~~~ ~SPQN3~=FORFlLINGRE7URN , (' / / DJ17E ',~, 1505611180 Side 1 15D561118D THE Lsa5611280 REV-1500 EX (FI) f Decedent's Social Security Number DaeedenrsName: NANCY L STILL 168-26-4796 RECAPYTULATION 1. Real Estate (Schedule A) ....................................... .. 1. 115000.00 2. Stocks and Bonds (Schedule B) .................................. .. 2. N 0 N E 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) . .. 3. NON E 4. Mortgages and Notes Receivable (Schedule D) ....................... . 4. N 0 N E 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E) ... . 5. 0 . 0 0 8. Jointly Owned property (Schedule F) Separate Billing Requested ..... 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate P rt .. 6. 22853.50 rope y (Schedule G) OSeparate Billing Requested ..... .. 7. ], 9 9 7 4 9.0 0 8. Total Gross Assets total Lines 1 throw n 7 ........................ .. 8. 337602 50 . 9. Funeral Expenses and Administrative Costs (Schedule H) 9 ............... . . 9 0 3 8.0 0 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ........... . 10. 7 3 4 2 . 0 0 11. Total Deductions (total Lines 9 and 10) ............................ . 11. 16 3 8 0 . 0 0 12. Net Value of Estate (Line 8 minus Line 11) .......................... . 12. 321222 50 13. Charitable and Governmental Bequests/Sec 9113 T . rusts for which an election to tax has not been made (Schedule J) ..................... . 13. 0 . 0 0 14. Net Value Subied to Tax (Line 12 minus Line 13) 1a 321222 50 TAX CALCULATION SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at -the spousal tax rate, or transfers under Sec. 9116 (ax1.2)X.0 0 1 s. Amount of Line 14 taxable 15. 0.00 at linealratex.0 45 321222.50 16. 14455 01 17. Amount of Line 14 . taxable at sibling rate X .12 18. Amount of Line 14 taxable 17. 0.0 0 at collateral rate X .15 18 . 0.0 0 1s. rax DuE ....................................................... 1s. 14455.01 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Side 2 1505611280 1505611280 J REV-1500 EX (Fp Page 3 ei~ u.....w. Decedent's Com late Address: ~ ~~-'~~"'"" ~tia-zs-47ss P 21-11-0291 DECEDENTS NAME ' NANCY L STILL STREET ADDRESS 1034 WEST POMFRET STREET CITY STATE ZIP CARLISLE PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 14455 01 2. Credits/Payments A. Prior Payments 0 00 B. Discount 0 00 Total Credits (A + B) (2) 3. Interest 0 00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (3) Fill In box on Page 2, Line 20 to request a refund. (4) 0 00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE (5) 14455 01 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: a. retain the use or income of the property transferred ................... Yes No b. rotain the right to designate who shall use the property transferred or its income ................................ .......... c. rotain 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" orpayable-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? .... ................................................................... IF THE ANSNIER TO ANY OF THE ABOVE QUESTIONS 13 YES, YOU MUST COMPLETE SCHEDULE G AND FILE R 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 peroent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disGosuro 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 adoptlve 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(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(ax1.3)]. 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. REV-1502 EX+(01-10) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCW~I~ULE A REAL ESTATE FILE NUMBER: All reel property owned soley or as a tenant in common must be reported at fair market valve. Fair market value is defined as the would be exchanged behreen a willing buyer and a wlllirp seller, nNther bei cam led to Phce at which property ng gel buy or sell, both having reesonaae knowled a of the relevant facts. Real P-oWrtY that b bintlvovmed urNh N.a....s ~...,.,.._~~.- ----- ~ .. _ g ITEM Attach a copy of the settlement sheet ff the properly has been sold. NUMBER InGude a copy of the deed showing decedent's interest if owned as tenant in common. DESCRIPTION 1. House and Lot of Ground, 1034 West Pomfret St, Carlisle TOTAL (Also enter on Line 1, Recapitulal If more space is needed, use additlonal sheets of paper of the same size. S VALUE AT DATE OF DEATH 115,000 REV-1509 EX+(01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: SCWEDULE F , JOINTLY-OWNED PROPERTY Han asset became jointly owned within one 21-11-0291 year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS A. Deborah Copa RELATIONSHIP TO DECEDENT 1407 7th Avenue, North Daughter St. Cloud, MN 56303 B. Katherine Copa 1407 7th Avenue, North St. Cloud, MN 56303 C. JOINTLY OWNED PROPERTY: ITEM LETTER FOR JOINT DaTE MADE DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT N rH DA NUMBER TENANT JOINT UMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY HELD REAL EST DATE OF DEATH DECE ENT VALUE 0 1 ATE. Members 1st FCU cd 51151-53 VALUE OF ASSET INTEREST DECEENTS INTEREST A 2/12/01 . 8,594.00 50.00% 4;297.00 2 q 8/~Oy Members 1st FCU cd 51151-59 2,053.00 50.00% 1 026 50 3 A 10/27/09 Members 1st FCU savings acct 51151-02 , . 2,502.00 50.00% 1,251.00 4• A 11/20!74 Members 1st FCU, savings acct 51151-00 410.00 50.00% 205.00 5 A M6/D5 Members 1st FCU, cd 5115-50 8,601.00 50.00% 4,300 50 6 B 7/>3/OS Members 1st FCU, cd 51151-41 . 2,978.00 50.00% 1,489.00 7• A 818/00 Members 1st FCU, checking acctb1151-11 7,196.00 50.00% 3 598.00 8• A 8/8/00 Members 1st FCU savings acct 51151-05 , 705.00 50.00% 352 50 9 A M8T checking account 14298260 . 7,617.00 50.00% 3 808 50 10. q M8T savings account 15004219726823 , . 5,051.00 50.00% 2,525.50 If more space is needed, use additional sheets of paper of the same size. TOTAL (Also enter on Line 6, Recapitulation) S REV_,sto EX+~os_Op~ SCHEDULE G Pennsylvania DEPARTMENT OF REVENUE INTER-VIV65 7~2ANSFERS & RESioENroEtE ERNTNR" MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER Vanc L Still 21-11-0291 This schedule must be completed and filedrf fhe answer to any of questions 1 ihro h 4 on u9 Pape three of tha REV-1500 Is yes . DESCRIPTION OF PROPERTY ITEM n+auoerHewwECFn~TwwsFer~e,rneiar~unoNSwvrooeceoENrgNO DATE OF DEATH %OFDECD'S EXCLUSION NUMBER 7NE DATE OF TRANeFeR ATigCH q COM OF 7NE KCn Fpq pEAI. ESTATE. TAXABLE VALUE OF ASSET INTEREST ~""""`"`e' 1. Allstate Annuity, Account 6220152737 VALUE 11,019 100.00% 2. Lincoln Financial Annuity Account 9592141245 11,019 3. Transamerica Annuity 166,654 100.00% 166,654 22,076 100.00% 22,076 ~ v ~ r+~ Hiso enter on Line 7 Reca itUlation 1 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX + (10-09) pennsylvania DEPARTMENT OF REVENUE INHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ` ADMINISTRATIVE COSTS Decedent's debts must be reported on Schedule I. ITEM A• FUNERAL EXPENSES: 1. HOFFMAN ROTH FUNERAL HOME B• ADMINISTRATIVE COSTS: t • Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address Ciry State ZIP Year(s) Commissbn Paid: 2• Atbmey Fees: 3• Family Exemptbn: (If decedents addross is not the same as claimant's, attach explanation.) Clalmam Street Address Clry Site ZIP _ Relationship of Claimant to Decedent 4• Probate Fees: 5• Accountant Fees: B• Tax Retum Proparer Fees: 7. Appraisal fee 8. Executor travel expenses 9. Death Certificates 298 3,500 2,572 350 2,246 72 TOTAL (Also enter on Line 9 Re If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania; DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES ~ LIENS anc L Still FILE NUMBER 21-11-0291 Report debt incurred by the decedent prior to death that remained unpaid at the date of death, Including unrelnleureed nledkal expenses. ITEM NUMBER DESCRIP'T10N VALUE AT DATE OF DEATH 1. CUMBERLAND CROSSINGS, FINAL NURSING HOME EXPENSES 2,604 2. CUMBERLAND GOODWILL, AMBULANCE BILL 83 3. PPL, FINAL ELECTRIC BILL 277 4. FEDERAL INCOME TAXES DUE AT THE TIME OF DEATH 4,358 5. PENNSYLVANIA INCOME TAXES DUE AT THE TIME OF DEATH 20 TOTAL (Also enter on Line 10 Recapitulation) I S 7 342 more space is needed insert additlonal sheets of the same size. REV-1513 EX+ (01-10) p~nnsylvania DEPARTMENT OF REVENUE INHERRANCE TAX RETURN RESIDENT DECEDENT f:3TATE OF: SCHEDULE J BENEFICIARIES NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY i TAXABLE DISTRIBUTIONS [InGude outdpM spousal distributlons and transfers under Sec. 9116 (a) (1.2).J 1 Deborah Copa 1407 7th Avenue N, St. Cloud, MN 56303 2 Trust for benefit of John Still 1034 W. Pomfret St., Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) FILE NUMBER: AMOUNT OR SHARE OF ESTATE 0.50 0.50 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S If more. space is needed uss additlonal sheets of paper of the same size. LAST mcL AND 1'E.gTAM33NT NANCY L STILL I. NANCY L. ST1LI.. widow. of the Boroajh of Grliste mdNa Paafrot 5aroet, Griitle, Pletmsyivaoia 17013), Ctmtberiaad I j addreu: 11134 Wet :Quad and di:ptgiaj mind, memory sad eadusan~oj, do ben ~~. pa~W ~Itmd dad~tAis ate say first heretofore nadat ' rorokioj sad makinj void say sad all WIII: by I. I diraa sty heraitutfar-ranted Etteentor ro pay all of my jnu debts sod fraarol espensea ss wca sits my daub as Tray be fcogd ooaveaieat ro do so. I direst that my faaeral v~~eoadncted by Hoffman-Roth Funeral Haan, 219 North Hanover Straey taselisle tM' body be iaremed beside thu d my htubaad oa my burial Iot loafed is Ctimtbetiaad Valley MemaW Oardeta, ulna j Ritaar Hijbwsy oar l:,ariisle, Penatylvaoia 2. I ftttther diroa thu VI ioheritatttx, tramfer, sueeesdor, estate sad death wtea which ~Y ~ PaYa~ oo acttouot of my death iodudiaj iate»p sad pe~gei tAereoa ahaN be payable fears the rasidro d my atue rojsMiess of whetter the iSmep app which steed rases ere based arc iaNttded is my probrte taste. 3. 1 jive and bequouh all of my household foods and furaishiajs in egnai shares ro my sou, JOHN E STILL, sad my daajheer. DEBORAH A. C'OPA. bm drottW either of them fail ro survive me fhCa the tharo wch deceased third of mine would have txeived chap pna to his or her isette, heir heir and rtst3 fat, Per arches. wheresoever the ~ ~. tune and temaittder d my estate, real, personal sad mined, and :arse may be dtwte, I jive, devise sad begneath ere topowa: A. One-half 1 jive deviaa and bequeath to my dan~hter DEBORAH A. COPA, he- hd[s and asaijtu, provided she slop survive eta by a period of ninety (90) days, but should fail to W survive tab Ibea the sine slap past ro such oP bar as stall survive tta by a period of musty (90) days, their hairs sad aaeijas, Per e. The other one-halt i jive devise sad bequeath ro my hereinafter-named TttMee sad her sueoessors, is Tnut for the benmit of my son. JOHN E. STILL, said Tnatee to receive sad invest the same sad ro pay the foeome sridaj thereaa ro or far the betalit of my +on. Jolm E. S6N u tajttar itttavals, u least amaaUy. w lea j as he dtall live, bet tihadd the income iadadloj roditad apical faits be less dam 596 err the priadpal thereof u of lattwry lst of each year, then theca shall be disaibnted Eras principal ro him the dNieretme between the aehav lacottte o1 both ordinary iaeame sad reditxd espial fain:, sad S9i of the priadpal detemdaed u heroin met foAh, and upon the death of Jots E Still said Tnat shall termiaaa sad the [tea mneimaj prirtttipal wjuhq. with say atdistribttted iacame shall be paid ro his then Nviaj IejittraNe issue. their help sad assipa, per atirpea. At the present dma John E Still is tla fader of only one child who is LOGAN JAMES STILL who was ban 17ctober 24, 2001. The tneaaiaj of "Lejititttam iota' ere used is this Lau Will nerd TeWmeu :hail be Nmited ro a , ~. child a children ban ro a female daaadeat of Testaaia tejardle:: of whether the anther is ~ married ro the father of arch a child a children, sad shag be limited ro s ebild err chtldreo boro ro ~: a mda desan,deat of Tesahix where the father o[ sash child or ddldroa in serried ro the norther ~. either beforo Or' aftef the birth of the ebild a cbNdroa la say cuss the meanie j of "child d "ehtidroa" or "lejitntate issue' as wed above shall NOT iedude say adopted child or children, No title, is say trust hereby created, or la the Income aeeruinj therefrom, or iq saumalatat, shall vest is any beaefldary sad ao beaaficisry shall have the ri jht a power ro transfer. aadjo. antkipate a ettcwnber his or her inters:[ io said aunt, or the income therefrom, ' ; .: :; ,.. ,- ~: prig to the acrai distributiaa ffiarcaf by the Trwbe to said besdiaary. FurUter, neither Ibe income n« the peircipY d said tttta sWl bs lisYk is asy tttasner, in the poaeadoa d the Trmka, f« the deMa, contracts a eagagmneras d soy d the 6eaetteiaiea. S. Should aayore lese this 2t # d sM OsestidN w diwibttdon fray my amts « in any Tree herein tarsted, l direct Chet altcb dl~adhaiim shall ha paid ro the paraps d web person as Trtweas and invatad by arch `Pro:tew whit Ihs lsoana srtdsg dears frost togpher with so myth d the priadpal dteroof ss tr tbs opialos d wch Tntmae is auatsary « dedrahle to be eepeaded to « f« the benefit d the:6wdieiary droraaf, at least atatrdly, sad upon the berdleiary atlaiaist;21 yeas d sgt the thm priaaipal tsgnher with say uttdistrlbtpetl income shalt be paid to snob Wsidtduy. ti. 1 hereby aoasiasat, coestittsa seal appoipt mY dwgbtsr. [>EHORAH A. COPA sa ExeeW« d ffiis r-Y tap Wld and Testsmmt, a~ d6aet that she not be required m post any bond m seeur+e the fdthfri perfonnnce d her duUas in dte Comrooawealffi d Psmtsyivatia a is any other jtrisdictioa. 7. 1 heroby roasiraoe. comtttrk and appoint my dasghter, DE90RAFl A. tAPA as Trtwee d each That which is taeaad herein, and direct that she not be tcgrired ro you any bond to seeae the faith[d pmfarmwa d bet dudes ~ TtrsMS is the Gbetmorwalldt d Penttsytrsnia « in say then rttor. Shedd taahsrah A. Caps dediaa to sews is Trnuee « «ase servittg'aa web. to sneh etront I aoasinap oooadaae sad appotat her daughter, IUTHRYN G(tAt:E t7t)PA as sltarttata a sttooessa Tntma 7. In addition to the powea corfatttd by law my harcinbeforc-named Executors and Trusties sad gteir moca~a~s arc entpowroted: a. To iavep asy pa+'t of the trwt carpets in such teal esgte, scarcities, inveumeats, « other property >w easy be deeaaad addsjebla sad: proper. ittsspscgw d whether the same arc authorimd far the iaveshtfant d oust futtda uadsr Ilia bws d say goverrdag judsdicttm. b. With respect to say corpaatiar, the stacks, bonds, « other aeetrcities d which may be held, a vote i4 parson « by proxy oa wy sitaea d stock; to consetN to the merger, corsdidatioo « rcagastiatioa d each eaporadgoe; to consent ro the leasing. mortgaging « sale d the propaty d spy sod to mdte say wrtesder. esdtarge a wMtinnion d each stocks, heads « other aaa+titka as sa isddwt W the merger, coreolidation « re«ganiratiat o[ wch eorporaNae~ to pay all spl~atowts. w6acrilMiats and aMx earns d tnoaey which may be deettaed wise asd exAediaat ~r dte protscdeHt sad maiaeaaaex d the propationaa ittterest a[ the l~vrist•tatU its web moors; to sureise say option « privilege which may he costarred apoo the Yoldars of we>< atoelts, handy, « other securities d such eorporuions either f« the eiotlveesioa of sly seas i.to other setarcidss « f« the ptrcehne d additiowl seenriBes. and w make, say lod aU neallsRY psyto~s which may be required is e«atectioa tberrwiffi: aed gesetdly to Ewe sad exeneise as to ail snch stocks. bonds sad other securities, the powees ai! ar individual owner who is rot madder true obligstiaa. e. To hold ffie trust corpus in one at m«e e~adidated foods is which sepanu shares dell have undivided inlerats. d. To sell at ptt6lie « private ade fa tmh « epos credit, a panty f« cash and partly oa peffit. sad upar ltteh attd u sMW hs daateaed proper. say part a parts of the tent estd0. asd ao pmr+hmc u at-y atelt fats d~ be boars to iogrire irao the expediency or proprkty d any web Wa « to sea to the application d the purchase moneys aridag therefrom. e. To keep os hard and uatavested ereb tnaaey as tnay be deemed proper sad f« such period d may be farad espsdierrc. host esha. L TO °~Proadse, settle ~ arbiaau try claim or demrrd iw favor of or tidast the desatwiwe aad ~ authorixd in the diteharie of fldaciary duties, to e ~ aeowta such ~ ttra ~ ~ X11 fiatfar he QaUU~ ~ meted ataima 14e for the proper other ttaaotwrble expemea and ~+ u ma bs c6ar~ ai+dast the priaelpl ~ bust ~ oP Sdudary duties awd for the primer nay ~ ~straUoa of asA oror i~n~~ ~ atl~idou: of the trnu, to ~ fa the iwrP~e daay ~sorfMrioa makini awy~~~ '+oUbuUow its k~iaya ,n;~~ +~ s6di eed.e~ ,mot d ~ io ~° ~ ~ imer~eq them(a to aay oae or snore of such slurp, Yid b ~ o[ pt'OPeny or aay to the rdWib t~ ph°ar~s ~butlouot ~ ro the proPrk4' ~ apo~tateMm aad a. tiwsl and e~cladve apon all persons lwtenuud is the true a (n ~ a disMbutioa thereof. owra aYaq or is the i. And ~ ~ ~~a ~Y +harea of stock ar other asfeta of any trust is tlreir 1• To retaiw and invest is stares of smdr of my Tnaoea, k. To retain any iavestwrears 1aNadiwi mated fuada which i may oww at the time of my death anti is addition to invest aay part of the Tnus eorptd is stash mated fiud or nratwt fmrdt a nay be damned adviahie a the lavemneat ar Mao totals under the I~aw,i~ofive of wirother Ida Sartre am up~ud for Y toverwint jwrisdletloa. 1. To dmermiwe from time to time whetber an or some portion of realised ppiral ides shall be ~ otu~o ~' ain~tsuec6 ~ a a bepe/ieiary ar quged as priaeiPai to Sa rotained as arrother. faaUow weed ant be eowsistea from aae year ro IN W[TNE33 ~'HER80F. l Pave her~,,,~~ TbhutreM written oa three {9) Pats. this o?% ~y ~~_ S ~~ Wls my Last mil anti ""'P ""." ,ZOOS. ~ ,~ ~._. m and Paror her i,ap ~t~4d ie ~bY NANCY L. STIi,t, the TestaMix above aa~. lA tla preaeace of each otExu; bare hereunm suhaabed o ~aames~iu a ~°~• aad ~~ APPRAISAL CERTIFICATION I hereby certify that upon application for valuation by: THE ESTATE OF NANCY L. STILL the undersigned personally inspected the following described property: All that certain piece or parcel of land, with the improvements thereon erected, situate in Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: Beginning at an iron pin at comer of land now or formerly of Earl Stum and the southern line of Pomfret Street; thence in an easterly direction along the southern line of Pomfret Street a distance of 116 feet, more or less, to a point in line of land now or formerly of Norman R. Criswell; thence along the western line of land of said Criswell, South 13 '/, degrees west a distance of 190 feet, more or less, to an iron pin; thence North 17 degrees 35 minutes West through an iron pin along line of said Stum to an iron pin, the point of beginning, a distance of 221 feet, more or less. To the best of my knowledge and belief the statements contained in this report are true and correct, and that neither the employment to make this appraisal nor the compensation is contingent upon the value reported, and that in my opinion the Market Value as of February 22, 2011 is: ONE HUNDRED FIFTEEN THOUSAND DOLLARS $115,000 The property was appraised as a whole, subject to the contingent and limiting conditions outlined herein. F '~ Larry E. Foote Pa. Certified General Appraiser ~ GA-000014-L 5 ~~ SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS LOCATION: 1034 West Pomfret Street Carlisle, Pennsylvania TAX PARCEL NUMBER: 04-20-1794-031 IMPROVEMENTS: One and one-half story semi-detached single-family dwelling. PROPERTY RIGHTS: Fee simple interest. OWNERSHIP HISTORY: The subject property is owned by Nancy L. Still. The property last transferred on February 27, 1973 for a reported consideration of $25,900 and ownership transferred on deed reference 25-A-566. SCOPE OF THE ASSIGNMENT: The scope of the assignment included. an analysis of the subject's area, an inspection of the subject property, an estimation of the property's highest and best use, consideration of all three approaches to value, and the application of those relevant to the valuation of the subject. OBJECTIVE: To estimate the market value of the subject property as unencumbered. EFFECTIVE DATE: February 22, 2011. HIGHEST AND BEST USE: Continued use as asingle-family residence. COST APPROACH: N.A. SALES APPROACH: $115,000 INCOME APPROACH: N.A. FINAL VALUE CONCLUSION: $115,000 2 MEMBERS 1't PBDHRAL CRHDIT UNION REGULAR SAVING3 ACCOUNT• Account Number/Suffix 51161-00 Date Account Established 11/20/1974 Principal Balance at Date of Death $401 23 Accrued Interest to Date of Death . $844 Total Principal end Accrued Interest $409 67 Name of Joint Owner . Deborah Copa Date Joint Ownership Established 08/08/2000 HOLIDAY CLUB ACCOUNT_• Account Number/Suffix 51151-02 Date Account Established 10/27/2009 Principal Balance at Date of Death $2 501 36 Axrued Interest to Date of Death , . $ 42 Total Principal and Accrued Interest $2 501 78 Name of Joint Owner , Deborah Copa Date Joint Ownership Established 10-27-2009 CHECKING ACCO !uT• Account NumbeNSuffix 51161-11 Date Account Established 08/08/2000 Principal Balance at Date of Death $7 195 65 Accrued Interest to Date of Death , . $ 45 Total Principal and Accrued Interest . $7 196 10 Name of Joint Owner , . Deborah Copa Date Joint Ownership Established 08/08/2000 MONEY MANAGEMENT ACCOUNT• Account NumbedSuffoc 51151-05 Date Account Established 08/08/2000 Principal Balance at Date of Death $704 88 Accrued Interoat to Date of Death $.04 Total Principal and Accrued Interest $704 92 Name of Joint Owner . Deborah Copa Date Joint Ownership Established 08/08/2000 CERTIFICATES OF DEPOSIT• Account Number/Suffix 51151.40 Date Account Established 06/09/2008' Principal Balance at Date of Death $2 974 78 Accrued Interest to Date of Death $2 72 Total Principal and Accrued Interest _ $2 977 50 Name of Joint Owner , . Kristopher Copa Date Joint Ownership Established O6/0912008 "Rollover from certificate 51151-52, originally established 07!08/2006 ~RTIFICATE3 OF DEPOSIT• Account Number/Suffix 51151-41 Date Account Established O6/09/2008" Principal Balance at Date of Death $2 974 78 Accrued Interest to Date of Death $2 72 Total PrinGpal and Accrued Interest $2 977 50 Name of Joint Owner Date Joint Ownership Established , . Katherine Copa 06/09/2008 'Rollover from certificate 51151-61 , originally established 07/08/2006. 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org CERTIFICATES OF DEPOSIT: Account Number/Suffix 51151-42 Date Account Established 06/09/2008" Principal Balance at Date of Death $2 974 78 Accrued Interest to Date of Death $2 72 Total Principal and Accrued Interest $2 977 50 Name of Joint Owner , . Logan Still Date Joint Ownership Established 06/09/2008 "Rollover from certificate 51151-60, originally established 07/08/2006. CERTIFICATES OF DEPOSIT• Account Number/Suffbc 51151.43 Date Account Established 06/09/2008" Principal Balance at Date of Death $2 974 78 Accrued Interest to Date of Death $2 72 Total Principal and Accrued Interest $2 977 50 Name of Joint Owner Date Joint Ownership Established , . McKenzie Ogg 06/09/2008 'Opened by transfer of shares from 51151-11. CERTIFICATES OF DEPOSIT• Account Number/Suffix Date Account Established 51151-44 51151-50 Principal Balance at Date of Death 06/09/2008" $2 974 78 04/06!2005 Accrued Interest to Date of Death , . $2 72 $8,596.94 Total Principal and Accrued Interest . $2 977 50 $4.45 Name of Joint Owner , . Brtanna Still $8,601.39 Date Joint Ownership Established O6/09/2008 Deborah Copa 04/06/2005 "Opened by transfer of funds from 51151-11. CERTIFICATES F DEPOSIT• Account Number/Suffix Date Account Established 51151-53 51151-59 Principal Balance at Date of Death 02/12/2001 $8 590 57 09/04/2004 Accrued Interest to Date of Death , . $3 65 $2,043 29 Total Principal and Accrued Interest . $8 594 22 $10.03 Name of Joint Owner Date Joint Ownership Established , . Deborah Copa $2,053.32 Deborah Copa 02/12/2001 09/04/2004 M BERS 1sT FEDERAL CREDI UNION ane e . Kli e \ ~~• ~~ Lending Insurance Support Specialist March 14, 2011 Estate of: NANCY STILL Date of Dsath: 02!22/2011 Soelal Security Number: 188-26-4796 a 499 Mitchell Road, Millsboro, DE 19966 Adjustment Services Frey and Tiley 5 South Hanover Street Carlisle, PA 17013 Re: Estate of Nancy L Still Social Security 168-26-4796 Date of Death• February 22 2011 )done 888-502349 Fax (302) 934-2955 May 4, 20] 1 Dear Sir or Madam: Per your inquiry on March 9, 2011, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1 • Type of Account Checking Account Account Number 14298260 Ownership (Names ofj Deborah A Copa Nancy L Still Opening Date 04/I4i91 Balance on Date of Death $7,616 98 Accrued Interest $ ~ Total $7,616.98--- 2• Type of Account Savings Account Account Number 15004219726823 Ownership (Names o, fl Deborah A Copy Nancy L Srill Opening Date 08/30/10 Balance on Date of Death $5,050.95 Accrued ]merest $ 17 Total _ -------- - ----__...-- $5,051.12 For any additlonal information on the above aceounts, including ownership and any changes, closures and/or reimbursement of funds, please wll the Carlisle West Office at 1!717-7Ap.ti717. We were unable to locate any safe deposit box for the above-mentloned decedent. This letter does not indude any accounts in which the deceased may have bcen listed as Power of Attorney, C~istodian of Uniform 1~ansfecs, gepresentative Payee, or Trnstee ands' a Writtrn t Sincerely, ^ _ ~ G~ Tammy Spencer Adjustment Services DEBORAH CODA . _, 1407 7TH AVE N SAINT CLOUD, MN 56303 Dear Deborah Coos: Vlte t~tpleaesd b vlrekxarne you;to,AYstab BaMc~- Your proceeds have been dep~;t; Searder,Aooses ( m) FDIC-Irrsur~ , y Msitcet in a apPeas- Account. Your q,~nirig balance akxrg with yam' account number, nil Ir~reBt rate ar~d irt~tlsi,annual percentage yield. „ ,,,: Your opening balar>ce: 511018.53 Your acoourrt number: ' 62201737, . Your initial interest ~: 0.1596 Yourani6ai annual yield: 0.1596 ~.,, Please iirwit."eridoead the fn'~owing Secure Access materiels; . • Your drecld~ook and deposit tickets. You may have up tD 6 wed third ~y withdrawal ~: krdudi*g drecks, Per staterrlent cycle. Aiso, you may make ad~iortel to your.acowxrE wfrerr~er-you welsh, in any anlo[rrrt. ~: ' A copy ~ the Alata6e Bank Deposit AooouM Agreement and Diedoeure SblxrleM boddet. for IAOUr records. Your Secure Access Account is the same as the krsured Money Marlaet Account described in the booklet. except that there is no mouthy tee. ;; i ,;.: c An ANstate Bank Sigrratune Card wHi be mailed separably. To keep y~ account secrxe, we ask that 8nd ~ >f~a ~Pnn ar><l nom ~ immedle/ehr to the Bank in the errdosed p ,. ~; You may begin using your Seclme Access checks imrrled '< le~Y• N Y'~ requested an ATM card for your Secure A~ooess aooourrt, yogrcard and Persdnel ~ should anise in the rrrail, under separate covers, in the neon sev~art toplan days. >'~teiy, ~ ,. -_ ~ 1 Qe01~- ' Pc~eerdarrt ~-- The bLi d all ar your daPoeit amwnt baNnws at Ns7a1e eadc; 4~dudinp yo,r Seaga llooaas by tl~a Fadswl ai~t 6iwrana Caryo,a0on (FDIC) up b !{250.000. ~O°~k are kinaad "The Seaae Aooaas Accaa~t Pays InlMSd aom~dip b a tlawd race strudisa. On 9u dais tlat your aooouk was dprud. aooanls w19i Dallooas 4=4,999 or leas aamad an klMreat nMs~ of 0.10X and an amual,pa~erMys ylald (AP'Y) ef0:10%: Aoogake w11A parrbss d 15,000 b 114.999 aimed an kaiaaat rails d 0.15% aid an APY d 0.15%. -wilh Eairioas d :15,000 b 149.999 named an kilriat tale d0.25l6 and an APY d 9.25%. AooouMs wl~ a hranoe 4150,000 ar mots «med an iMenat nMs d 0.30%'aW an IWY d 0:30%. Roles and APYs are auElic4 b ~~ scar aoooart apeninp. 5 Certificate of Confirmation INSURED: BENEFICIARY//1000UNT F10LDER: ACCOUNT NUMBER: OPENING DATE: CURRENT RATE OF INTEREST: CLAIM NUMBER: Nancy L StiN Deborah A Cope 9592141245 4/8/2011 1.71 % (Subject tip mq~yj 00008®9025 POLICY NUMBER{S): BENEFITS: t3erretlt Arrtourtt: Annuity Interest: Death Ciaim Intaneat: Dividend Amount: Paid Up Additions; Excess Promiums: Lawn Irttereat Refund: IAaoeNarreotu Bene6ls: Total BsneAts: DEDUCTIONS: Loan: Lien: Premium Due: Tax 1Afdtdroldirrg: Sfate WiatFrolriirrg: Aerial Disoourtt Administrative Exptmses: Misoegarteous Dedudiorrs; Tool Dsductlorrs: Net Daath BertNtts: Opening Balance: J~11i1L.V11 j ~inancia) ~P' FN7tta5~ti 186,854.47 :166,654.47 t166,654A7 ;166,65447 lriaaln Fin„cir G'°up is the nrerkatlrg raene for ~~ Netloner Corponeon and ~ . ttno Rw