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Home My WebLink About07-06-11 (2)J 1505607121 REV-1500 EX (06-05) PA DepaMlent of Revenue OFFICULL USE ONLY Bureau oflndivWualTaxes INHERITANCE TAX RETURN County Code Year FIIeNumber PO BOX 280601 Hanbbu PA 17128.0601 RESIDENT DECEDENT 2 1 1 0 1 0 3 2 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 1 7 1 2 0 9 8 7 9 1 0 0 8 2 0 1 0 0 8 2 9 1 9 2 2 Decedent's Last Name Suffix Decedent's First Name MI F L A T L E Y A N N G (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ® 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 4. LlmNed Estate ~ 4a. Future Interest Compromise (date of prior to 12-13-82) ~ 5. Federel Fatale Tax Return Required ® 6. Decedent Died Testate (Attach Copy of Will) ~ death after 12-12-82) 7. Decedent Maintained a Living Trust 0 8. Total Number of Safa Deposit Boxes 9. Litigation Proceeds Received ~ (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death ~ 11. Election to tax under Sec. 9173(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTUU. TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number H U B E R T X G I L R O Y 7 1 7 2 4 3 3 3 4 1 Firm Neme (If Applicable) M A R T S O N L A W O F F I C E S REGISTER WILLS USE t~-Y Firet line of address ~(~p ~ ' rYr ~ ~ > 1 0 E A S T H I G H S T R E E T _ '~ I r' ~'% Second line of address C.~ .~~ Cily or Post Office State ZIP Code , ILED hJ h P C A R L I S L E P A 1 7 0 ~' ~* 1 3 ~' Correspondent's a-mail address: H G I L R O Y a M A R T S O N L A W. C O M Jnder penaltles of perjury, I declare that I have examined ihb return. inducting accompanying schedules and statements. and ~ the best of my kr t fs true. cortect and complete. Dedaradon of preperer other than the personal representetNe i9 based on all inforrnatbn of which preparer has ai iIGNATJIR jF PERSON R PON 8t!'~R~FILII~G RETURN T PLEASE USE ORIGINAL FORM ONLY ~ Side 7 1505607121 1505607121 Continuation of REV-1500 Inheritance Tax Return Resident Decedent ANN G. FLATLEY Decedent's Name 21 10 1032 Page 2 File Number Correspondents Name Firm Name (If Applicable) First line of address Second Iine of address City or Post Office State ZIP Code Daytime Telephone Number Correspondent's e-mail address: Under penaltles of penury, I dedara that I have examined this rehlm, induding accompanying aclledules end steterrlents, and b the best of it is true, coned and complete. Dedarotlon of preperer other than the personal ro resentetlve is based on all infonnetlorl ~ which ~ knowledge t SIGNATURE OF PERSOI~tESPOySIBLE FOR FlLING,BErtrRU p WBParor has any knowled ADDRESS ~ ~ ~~ 326 Snuff Mill Road Wilmin on DE 19807 1505607221 REV-1500 EX Decedent's Socia l Security Number IMOetlent's Name: ANN G• F L A T L E Y 1 7 1 2 D 9 8 7 9 RECAPITULATION 1. Real estate (Schedule A) ................................. .. ..... 1. 2. Stocks and Bonds (Schedule B) ........................... .. ..... 2. 3 3 7 7 7 7, 2 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages 8 Notes Receivable (Schedule D) ................. .. ..... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) .. ..... 5. 2 5 3 9 1 5 , 3 6 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested .. ..... 6. 3 0 7 4 2 5 , 0 0 7. Inter-Vivoa Transfers 8 Miscellaneous N -Probate Property (Schedule G) ~ Separate Billing Requested ... .... 7. 3 3 5 4 5 , 5 5 8. Total Gross Assets (total Lines 1-7) .................... ... .... 8. 9 3 2 6 6 3. 1 9 9. Funeral Expenses 8 Administrative Costs (Schedule H) ......... ... .... 9. 2 8 6 7 1 , 5 0 10. Debts of Decedent, Mortgage Liabilftfes, 8 Liens (Schedule I) ..... ... .... 10. 2 9 9 2 , 5 0 t i. Total Deductions (total Lines 9 8 10) .................... ... .... 11. 3 1 6 6 4, D 0 12. Nat Value of Estate (Line 8 minus Line 11) .................. ... .... 12. 9 0 0 9 9 9 , 1 9 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ........... ... .... 13. 14. Net Value Subject to Taz (Line 12 minus Line 13) ............ .. .... 14. 9 0 0 9 9 9 , 1 9 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(t.2) x.o _ 0. 0 0 15. O. D 0 16. Amount of Line 14 taxable at lineal rate x .045 8 9 5 9 9 9. 1 9 16. 4 0 3 1 9. 9 6 17. Amount of Line 14 taxable at sibling rate X .12 O. D D 17, D. D D 18. Amount of Line 14 taxable at collateral rate X .15 5 0 0 0. 0 0 ia. 7 5 0. 0 0 19. Tax Due ................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4 1 0 6 9. 9 6 L~, Side 2 1505607221 1505607221 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 1032 CITY STATE Boiling Springs PA Tax Paymenffi and Crediffi: t ~ Tax Due (Page 2 Line 19) 2. Credits/Payments A. 5pousai Poverty Credit B. Prior Payments 37 000.00 C. Discount 1 947.31 3. InteresUPenal if Total Credits (A +B +C ) ty applicable D. Interest E. Penalty 4. If L(ne 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT Total InteresUPenalty (D + E ) FIII in oval on Pape 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. A. Enter the Interest on the tax due. ZIP 17007 (1) 41 069.96 (2) 38,947.31 (3) 0 00 (4) 0 00 (5) 2 122.65 (5A) B. Enter the total of Line 5 +SA. This is the BALANCE DUE. (5g) 2 122.65 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. retain the right to designate who shall use the property transferred or its income; c. retainareversionaryinterest;or ~~~~~~~~~""""""""""" d. receive the promise for life of either payments, benefits or care? 2. ff death occurred after December 12,1982, did decedent transfer property within one ear of death y without receiving adequate consideration? ...................... ..... ............ 3 ' ^ . Did decedent own an intrust for" or payable upon death bank account or security at his or her death? 4 D ^ . id decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation7 .................................................................................................. 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 January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent (72 P.S. §9116 (a) (1.1) (i)J. 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 zero (0) percent [/2 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 benefidary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one 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 zero (0) percent (72 P.S, §9116(a)(1.2)]. The tax rate imposed on the net value of Uansfers to or for the use of the decedents lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116(1.2) J72 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 twelve (12) percent [72 P.S. §9116(a)(1.3)). Asibling 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-1303 EX + (6-ga) SCI~IEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT =~~hrcvr -- ANN G. FLATLEY FILE NUM 21 10 All property Jo1Mly-owned yrlyi right of survhronhlp must t» dleclosad on ScheduN F. ITEM NUMBER DESCRIPTION 1. RBC Wealth Management 311-68287 (See attached) 2• Morgan Stanley/Smith Barney 54J-02599-15-150 (See attached) VALUE AT DATE OF DEATH 334,11 3,659.28 _ TOTAL (Also enter on line 2 Recapitulation) I j (If more space ~ needed, Insert additlonal sheets of the same sloe) REV-1508 EX + (g.ea) '' SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERRANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ANN G. FLATLEY 21 10 1032 All pro ~ owned~wjq~i rlgl t of ~unlrorshipro mudit bps dbclossd on Sche~dub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. M&T Bank checking 9845712984 25,209.83 ($25,209.07 + $.76 interest -See attached) 2. M&T Bank, savings 15002419854070 61,953.29 ($61,953.83 + $7.46 interest -See atttached) 3. F&M Trust, checking 33-09525 ($41,548.52 + $2.41 interest -See attached) 4. F&M Trust, checking 70-32323 ($101,794.10 + $61.34 interest -See attached) 5. Jewelry, specifically devised (See attached) 6. Household goods and personal property not specifically devised (See Attached) 7. Union CentraUOhio State Insurance refunds 8. Miscellaneous insurance refunds 9. ~ Vehicle, actual sale value 10. Personal property specifically devised 1 I. ~Genworth Financial, long term care insurance benefit 41,550.93 101,855.44 13,380.00 3,225.00 101.89 93.87 3,600.00 1,745.00 1,200.11 TOTAL (Also enter on line 5, Recapitulation) I = (H more space is needed. inseR addftlonal sheets of the same size) REV-1509 EX + (g_9a) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE F JOINTLY•OWNED PROPERTY ANN G. FLATLEY 21 10 r1032 K an asset was made Jolrrt within one year of the decedent': date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Kathryn Killeary B George E. Martz JOINTLY-OWNED PROPERTY: 166 West South Street ~arlisle, PA 17013 326 Snuff Mill Road Wilmington, DE 19807 Son ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECfYS INTEREST DATE OF DEATH VALUE OF DECEDENTS INTERESI 1. B. 1/1997 1/2 interest in residence located @ 166 W. So. St., Carlisle 189,900.00 50. 94 950.00 Borough, Carlisle, PA, known as Tax Parce104-21-0320-388, , & being described in Deed dated 1/17/97 & recorded in Cumb. Co. Deed Book 152, Page 214 & being conveyed to Ann G. Wolf Flatley, decedent herein, and George E. Martz, her son, as JTWROS. (Value is assessed value) 2. A. 1/1997 1/2 interest in real estate located @ 303 S. Ridge Road, So. 319,100.00 50. 159 550 00 Middleton Twp., Cumb. Co., PA, known as Tax Parce140-10- , . 0638-029 & being described in Deed dated 1/17/97 & recorded in Cumb. Co., Deed Book 152, Page 212 & being conveyed to Ann G. Wolf Flatley, decedent herein and Kathryn Martz Hilleary, her daughter, as JTWROS. (Value is assessed value) 3. B. 1/1997 1/4 interest in real estate located in So. Middleton Twp., Cumb. 5,300.00 25. 1 325 00 Co., PA, known as Tax Parce140-10-0638-034, & being , . described in Deed dated 1/17/97 & recorded in Cumb. Co., Deed Book 152, Page 219 & being conveyed to Ann G. Wolf Flatley, decedent herein, and George E. Martz, her son, as JTWROS. (Value is assessed value) 4. B. 1/1997 1/4 interest in real estate located in So. Middleton Twp., 206,400.00 25. 51 600 00 known as Tax Parce140-10-0638-025 & being described in , . Deed dated 1/17/97 & recoreded in Cumb. Co., PA, Deed Book 152, Page 216, and being conveyed to Ann G. Wolf Flatley, decedent herein, and George E. Martz, her son, as JTWROS. (Value is assessed value) TOTAL (Also enter on line 6, Recapitulation) I S 307 425 00 (If more space ~ needed, insert additional sheets of Me same s¢e) REV-1510 EX + (8-98) COMMONWEALTH OF PENNSYLVANUI INHERRANCE TAX RETURN SCHEDULE G INTER•VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY w i r i c err FILE NUMBER ANN G. FLATLEY 21 10 1032 Ths schedule must be completed and filed ti the answer to any of questions t through 4 on the reverse side of fhe REV-1500 COVER SHEET is yes. ITEM IHCLtgE THE NNE°F THE TR/WBFEI¢E, TNEMi RHAlI0N8WPT0 °ECE°ENi AHD JMBER THE OAIEaTHAHSPEa ATTACHACOPY OF THE °E67 F°R REN ESTATE. t. AIG Annuity: Policy No. XV215908; Beneficiaries: Kathryn Hilleary, daughter, 50%; George E. Martz, son, 50% (See Attached) 2. M&T checking 9852876896; jt. with Kathryn M. Hilleary 3/2010 (See Attached) DATE OF DEATH 96 OF DECD'S EXCLUSION VALUE OF ASSET INTEREST QPAPPUCABIk] 33,545.55 100. 320.00 100. 320.00 pf more apace is needed, Insert edditlonal sheets of the same size) TAXABLE VALUE 33,545.55 0.00 REV-1511 EX+(10-OB) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHEDULE H FUNERAL EXPENSES 8 ADMINISTRATIVE COSTS arwit ur FILE NUMBER .NN G. FLATLEY 21 10 1032 Detds of decedent mutt be reported on Schedule I. ITEM NUMBER DESCRIPTION FUNERAL EXPENSES: 1. Hoflittan-Roth Funeral Home & Crematory, Inc., Cazlisle, PA 2. Second Presbyterian Church, Carlisle, PA, clery, organist, funeral reception donations 3 • Funeral reception at home 4• Funeral flowers 5. Headstone engraving ADMINISTRATIVE COSTS: t• Personal Representative's Commissiarls Name of Personal Representative (s) Street Address CKy State Zip Year(s) Commission Pakl: 2. Attorney fees 3. Famiy Exemptbn: (If decedenfs address rs not the same as daimanfs, attach explanatbn) Claimant Street Address Cdy State Zip Reletbnship of Claimant to Deceden( 4• Probate Fees Cumberland County Register of Wills A. B. 5. ~ Aaountanfs Fees s• Tax Retum Preperels Fees Wagner's Tax & Accounting 7. Filing Fee, Inheritance Tax Return 8. Short Certificates 9• Joseph James Jewelers, appraisal fee, jewelry 10. EVP stock valuation 11. Estate checks 12. I Brian Keller, Keller's Kollectables, appraisal fee, personal property specifically devised TOTAL (Also enter on line 9, Recapitulation] AMOUNT 881.16 599.54 143.00 252.00 299.00 25,000.00 680.00 145.00 15.00 8.00 561.80 4.00 23.00 60.00 i (If more space b needed, insert additlonal sheets of the same size) REV-1512 EX + (12A3) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, IN R S DENTEDE EDENT N MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER ANN G. FLATLEY 21 10 1032 Report debt Incurred by the decedent prbr to death which remained unpaid as of the date of death, Including unrelmbumed medical expenses. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Visa, account payable 59.01 2. IComcast, account payable I 176.56 3. (Met Ed, account payable I 253.89 4. (Nursing care, account payable I 979.00 5. IBetra Home Health Care, account payable ~ 350.00 6. I Verizon, account payable I 18.70 7. I Century Link, account payable I 137.87 8. I SE1tS, reimbursement of benefit paid after date of death I 420.00 9. (Carlisle Petroleum, account payable ~ 502.07 10. I Sheaffer Lawn Service, account payable ~ 95.40 TOTAL (Also enter on line 10, Recapitulation) I S (If more space is needed, Insert additional sheets of the same size) REV•1513 F.X + (s..ppj COMMONWEALTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES ANN G. FLATLEY FILE NUMBER 21 10 1032 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE I. TAXABLE DISTRIBUTIONS pndude ht I diaMbutbrq, and transfers under Sec. 9118 (a (1. )2 ] ~ Not List Trustee(:) OF ESTATE 1. Kathryn Martz Hilleary Lineal 303 S. Ridge Street 447,849.60 Boiling Springs, PA 17007 2. George E. Martz Lineal 326 Snuff Mill Road 447,849.59 Wilmington, DE 19807 3. Brad Hilleary Lineal 9 N. Dooley, Apt. C 300.00 Richmond, VA 22321 4. Freda Neidigh Collateral 44 Center Road 5,000.00 Newville, PA 17241 •-•. ~ ~~....,~,J,~ nmvvrv r a rvrc uw I KICU I IONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET I s (If more space Is needed, Insert additional sheets of the same sizel F:\FlLES\Clirnu\13973 Fluley\IJ973.Lwii1 C~Op17 LAST WILL AND TESTAMENT I, ANN GRAHAM FLATLEY, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils made by me. 1. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executors shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. With respect to the real estate I own, I direct as follows: a. I own property at 166 West South Street, Carlisle, Pennsylvania, jointlywith my son, George E. Martz. The deed for this prof perry reflects that it is owned as joint tenants with right of survivorship, and it is my intention upoln my death that my son, George E. Martz, shall be the sole owner of said real estate. b. I own approximately 5'1.26 acres at 303 South Ridge Road, Boiling Springs, Pennsylvania, jointly with my daughter, Kathryn Hilleary. The deed for this property reflects that it is owned as joint tenants with right of survivorship, and it is my intention upon my death that my daughter, Kathryn Hilleary, shall be the sole owner of said real estate. c. I own a one-half interest in real estate at 820 York Road consisting of approximately 33.87 acres, which one-half interest is owned jointly with my son, George E. Martz. The deed for this property reflects that it is owned as joint tenants with right of survivorship, and it is my intention upon my death that my son, George E. Martz, shall be the sole owner of said one-half interest in this real estate. d. I own a one-half interest in real estate on York Road consisting of approximately six acres, which one-half interest is owned jointly with my son, George E. Martz. The deed for this ~' [Initials] Page 1 of 4 Pages property reflects that it is owned as joint tenants with right of survivorship, and it is my intention upon my death that my son, George E. Martz, shall be the sole owner of said one-half interest in this real estate. 3. I give unto FREDA K. NEIDIGH the sum of Five Thousand Dollars ($5,000.00). 4. I give unto my daughter, KATHRYN ANN HILLEARY, my grandfather clock, sleigh bells, gun and all of my jewelry. 5. I give unto BRAD HILLEARY the oriental wall hanging (which Tom Flatley wanted bequeathed to him upon his return from Japan). 6. I give, devise and bequeath all the rest, residue and remainder of my estate, in equal shares, unto my children, KATHRYN ANN HILLEARY and GEORGE EUGENE MARTZ, or if they predecease me, then to their issue, per stirpes. 7. I nominate, constitute and appoint my children, KATHRYN ANN HILLEARY and GEORGE EUGENE MARTZ, or either of them if one is unable or unwilling to so serve, as Executors of my estate. 8. I direct that all fiduciaries acting under this Will, whether or not named herein, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 9. I authorize and empower my Executors, and their successors, in their sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable; to borrow money for any purposes connected with the protection and preservation ofmy estate; to mortgage or pledge any real or personal property Page 2 of 4 Pages [k~Ii'lialsl ~. forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other shaze; to employ agents, attorneys and proxies and to delegate to them such power as my Executors, and their successors, consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my Executors, and their successors, shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this g 'S~~day of ~~ 0 /D. Ann Graham Flatley ~~ ~~ SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Te trix and of each other. ~i~ ~ ~ Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Ann Graham Flatley, /~~J~, f?~~,tL~,reU, and ~/C-f jj r~Q . ~ . ~ ~, the Testatrix and the witnesses, respectively, whose names aze signed to the foregoing instrument, being first duly sworn, do hereby declaze to the undersigned authority that the Testatrix signed and executed the instrument as her last Will and that the Testatrix has signed willingly, and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Ann Graham Flatley, Testatrix itne //--- Witness Subscribed, sworn to and acknowluedged before me by Ann Graha'm/ F"la~tley, the Testatrix, and subscribed and sworn tobefore me by / 1Q,#T G ~ . sQ/~and V ~c~iv /~~~t. ~ . _, the witnesses, this ~ day of , o2b / 4 . / p Notary Public COMMONWEALTy OF PENNSYLVANIA NOTARIAL SEAL Corrine L. Myers, Notary Public Carlisle Borough, Cumberland County My commission ex Tres Ma 27, 2011 Page 4 of 4 Pages ~ d~$C iNealth Management' Renaissance Place ~~" 635 North 12th St, 2nd FL Lemoyne, PA 17043 a ~ ~ Phone: 717-724.4200 Toll Free: 800-480-7497 Fax: 717.724-4239 November 10, 2010 Hubert Gilroy Attorney at Law Martson Law Offices 10 East High Street Carlisle, PA 17013 RE: Estate of Ann Flatley -Date of Death Values -October 8, 2010 Dear Attorney Gilroy: Enclosed please find the date of death values for Ann Flatley RBC Wealth Management account 311-68287. Her account has now been moved to Estate of Ann Flatley account 312-94279. Description Symbol Duke Energy DUK Enterprise Products . . EPD Fxzon Mobil XOM General Electric GE Morgan Stanley 6.60% Cap Secs Due 10/15/2066 MSZ Loomis Sales Str In Fd C NECZX Pimco T/R Fd C PTTCX Delaware Group T/F PA DELIX FNMA Remic Trust 2005-11 31394B3E2 FNMA Remic Trust 2005-1 10 3 1394UQ70 Cash/MoneyMarket Quantity Hi Low Close -Value 500 17.69 17.57 17.64 - $8,820 334 41.05 40.71 40.96 $13,681 1536 64.53 63.63 64.38 $98,888 1440 17.29 17.03 17.12 $24,653 375 24.99 24.80 24.88 $9,330 1423.488 N/A N/A 15.01 $21,367 2434.275 N/A N/A 11.71 $28,505 14,767.268 N/A N/A 8.12 $119,910 10,000 Factor .22356993 - DOD Value $2,236 7,000 Factor .06721329 DOD Value $470 6,257.66 $1.00 $6,258 Total Date of Death Value $334,118 The prices indicated are obtained from sources we consider reliable but are not guaranteed Please Feel free to call with any questions you may have. Sincerely, Brian A Fields, CFP~ ' Vice President'=Financial Consultant ~ ~~ RBC Wealth Management, a division of RBC Capital Markets Corporation, Member NYSE/FlNRA/SIPC ~~~~~ Estate Valuation Date of Death: 10/08/2010 Valuation Date: 10/08/2010 Estate of: Flatlet', Ann G. Processing Date: 06/13/2011 Account: 13973.1 Report Type: Date of Death Number of Securities: 1 File ID: 13073.1.evp Shares or P Security D i Mean and/or Div and Int Security ar escr ption High/Ask Low/Bid Adjustments Accruals Value 1) 9000 FHLMC REMIC SERIES 2748 (31399PTN3) OTC Mat: 02/15/2019 4.5008 Fact: 0.38632913 10/06/2010 105.15761 Bid CMO Accrual 105.157610 3,656.29 3.04 Total Value: Total Accrual: Total: $3,659.28 $3,656.29 33.09 Page 1 This report was produced with EstateVal, a product of Estate Valuations 6 Pricing Systems, Inc. If you have questions, please contact EVP ~SyGstems at (B18) 313-63D0. (Revision 6.9.1) 10-22-'10 15;41 FROM- 499 Mitgigd Rpad Mdhboro, DE 19866 Msd code DEME3-12 Phtxie: 866.502348 Fex. 302-9342966 L~ T-675 P0001/0002 F-225 Q M~TBank toe Vk~aria L Otto, Estate Paralegal Fronts Sue Kimble Neeu 717-243-1850 Wet~e Ootober22, 2010 IHek Estate of Ann Q Flatiey lyooe 2 ~Carurenbe Attached. please find the inforrnetion you rec3tsetad for the testate of Am G Flafley, e>s of Odob~ 8, 2010. ff I can 6e of further aeskatance, please do not hesitate to caq me et 8B8-602-4349. 1. Type ofAccoroet CheckingAccawet Accowet Number 9845712984 Ownership (Names o, fl Ann G Fludey r- Opening Dau 0220A99 ~~ ~ Balmrce on Dwts of 1]caah 325,20907 Accreted Interest 3 .76 Toro[ 325.209.89--• -•--------•------------.._.._._ 2. ?ypa of Accoru+t Acrount Number Ownership (Names o,1) OpenJng Dau Balance an Data of Death Accraed Interest Checkfng Acrown 9852876496 Ann G Fiatley Kathryn 1NHillaay o3~3a~o ~~ ~~ ,6320.02 3 0.00 Toro! 3320.02 10-22-'10 15;41 FROM- 3. Type oJAcrntau Accaent Nturlber Owntrship (Names R~ Opening Date Balareee on bate of Beath Accrued Interest Total T-675 P0002/0002 F-225 Savings Accomu IS0042198S40711 Ann G 1~'latley 01J1fW9 v X61,945 83 ~ 7.46 ,x'61,933.29 • --.._.._.._.._..._.. Por 11~ruer aooouat bBrrsMloa, dewrs awd~Or nbeb~u~t a<Nrde peace ~ W e 8~rr,s Gu dea amw M N717,7~10~73. We mere eeuahle to hetate aq Y[a t bwr ~ the Abm-smdaoed deadetit 'YY,Ae lettee does rat bidnde any aoooaafe m vrHeh We deoeaeeel eesey hwe been Seoei ar Fbweur tt Atieneq, Glteloefe~ of IJedt6em lYaoMrn~ ~~t+4 oe'11+eteerrdera WMtom Apemeeat Thq eommunMafon ooniakn inionnalion which may bo ooMldarNbl and propefYplry. You may nd uea, dbeemiieta, dbtrbulha a Dopy al a any peat d fde o0mmuf~ion NtlholR tlw a~vea canaaret d M ti T BeNc, ANArat Flnanabl Ina a flak falpeptlVa aubtztlbAaa a eMllialYa. h atidAorti f you aro nd the aeieheeae {a aro eufewiaed b rooelvs tlib kMDnnatlan by the adrk'aaaay, you aA not eael~orlmd to iaoeive a review Nie aomeew of felt oomrnunicatlon. u you have received fib bn in aeror, pbeeae rbhatn a t4 M d T Bank at P.p. BOx 1598, BalYnars, MD 21200 eaxi de9eta arty copy d fda oaomunbaliaon hom your sysbms. Thank yap. 0 T O N ~ ~ LL (G~a~ G E 2 8 ~y =o U a 0 a m A 8 0 d 0 a E ~ a, ~ C LL LL GC Q ~ ~ H _ fi ~ ~ O ~ S S L S O O O ~ S F~ N C C O C O C f N o V CC N O O^ Ol n 10 m ~ r O a a C 0 r ~ [ 7 N M Z a ~'~~Ai~c~rL mles ~OSEpIi JAMES ~ EWELERS TO WHOM rf MAY CONCERN: Thir it to axtlfy thu we are ayaged M der jewNry bwineu, apprairiog diamondr, watrlta, jew'ahy and prxioua rmner ofail daaaiptionr. We herewith cadH tlrt we have this d.y caretWly erumined the felbwieg Gated and described articlar, the property of NAME: Kathy Hilleary, ADDRESS: Estate of Ann G. Flatley, c% 303 South Ridge Road Boiling Springs, PA 17007 We erdtnate the Wue u lined Por ioruranm err other purporu er the emu retail vahr, alluding Federd and other tan. In ouldng tWa Appnid we DO NOT agree m pmohue or replace the artieln. The following items were evaluated for estate purposes: DESCRIPTION Lady's 14K yellow gold bangle bracelet. The domed, hollow, hinged bracelet measures 9.Smm wide. The closure is a hidden tongue design. The exterior is a machine engraved paisley /floral design. This bracelet weighs 8.30dwt. Value: 5240.00 Lady's 14K yellow gold bangle bracelet. The domed, hollow, hinged bracelet measures 13.mm wide. The closure is a hidden tongue design and a safety chain. The exterior is partially engraved with a fem /floral design. The initials "AGM" are engraved. This bracelet weighs 11.40dwt. Value: 5340.00 Lady's 14K yellow gold diamond and ruby diamond button pin. .The seven mund brilliant cut .diamonds measure approximately 1.8mm to 2.Omm in diameter, .28ctw. The six rubies measure 2.Omm to 2.Smm in diameter. The pin measures 7/8'~ of an inch long by 4 mm wide. This weighs 2.OOdwt. Value: 5100.00 The foregdog Appraiul u made whh the wdereranding slut the Appniur uwmu w liability whh rerpxt m arty agion that may betaken on eha hair orthir Appraiui. ~, ~~.l~n ~ .~. _ s ~~ ~OSEPIi JAMES ~ EWEI.ERS TO WHOM IT MAY CONCERN: 7fiis is ro runty thn we sa atrasged ie Nn jmwlry bttednau, eDFtiWnB ~~n~. w'at~.1~7 and precious atone of sll dwoiptions. We herewith artily the we lue Nns dry esreBNly aumioed the lblbwioa lined and tlescrihad uncles, the propmty oF. NAME: Kathy Hilleary, ADDRESS: Estate of Ann G. Flattey, c/o 303 South Ridge Road Boiling Springs, PA 17007 erNclr.mae the Wue u lined for ituunoce or othu purposes u the arrptt email value, axcludiog Federal and tahutaxu. N makio~ this Appnid we DO NOT agree a purclww u replan the The following items were evaluated for estate purposes: DESCRIPTION Lady's 14K yellow gold diamond and sapphire ring. The center oval sapphire measures 7mm x 1. This is surrounded by thirty-two round brilliant cut diamonds, 2.Octw. The clarity is VS-SI. The color is G-L finger size is 5. This ring has aFinger-Fit hinged shank. The weight is 4.65dwt. Value: $920.00 Lady's 14K yellow gold diamond engagement ring. T'he round brilliant cut fond measures approximately 5.5 in diameter. This diamond weighs approximately .62ct. The clarity is VS. The r is I. This is framed with two, approximately 3.8mm old European cut, .48ctw. The crown is 14K white gold with prongs. The finger size is 3. This ring has aFinger-Fit hinged shank. The weight is 2.OOdwt. Value: $1,300.00 DAVIS P.G. AppniW is wade wiN the unduslsoding Nut de Appnisu asarnua ru IiWililY with respect to any action tMt usy be talrorr on the Weis of this AppniW. ~~~ ~OSEPI~ JAMES ~ EWEI.ERS TO WHOM rf MAY CONCERN: 'Chia u to aerdly that we aro is the jewelry hudtrsa, appniring dianwnds, watclw, jeweryy aed ptecioua rmaa of all deacriptitm. We herewith eatify thu we haw this day carefully examined ar foaowiry Brad and daaorfbed atHalea, the ptopwty of NAME: Kathy Hilleary, ADDRESS: Estate of Ann G. Fletley, do 303 South Ridge Road Boiling Springs, PA 17007 ~laatimaq the valor u lived ab• inuvanoe or other putpoaee r the arrmt tetdl wlue. excluding Fadenl and other mcaa. U making ehia Appniaal we DO NOT agree to padres or tep4ce the The following items were evaluated for estate purposes: Lady's 14K yellow gold diamond, sapphire and ruby ring. Each of the four round brilliant cut diamonds measures approximately 4.SOmm - 4.60mm in diameter. These diamonds weigh 1.SOctw. The clarity is SI2-It. One diamond is laser clarity enhanced. The color is E-F. Each diamond has good matching symmetry and polish. Each of the four round genuine sapphires measures approximately 4.75mm - 4.SOmm in diameter. These sapphires weigh 2.72ctw. The clarity is fine without eye visible inclusions. The color is AA, deep royal blue. Each of the four round synthetic rubies measures approximately 4.SOmm - 4.60mm in diameter. These rubies weigh 2.15ctw. The color is dark pinkish red. Each crown is 14K yellow gold with six shared prongs. The shank measures 1.8mm tapering to I.Omm. The finger size is 6.5. Value: $720.00 vls P.G. March 3.2011 The foregoing Appniul is made whh the undaruding thr the Appniaer aawma tq liability with mywet m any salon thr may be taken an the bsaia of thin Appniaal. ~:~.~i~c''L JOSEPIi ~~ ~AMFS ~EWEIERS TO WHOM 1T MAY CONCERN: Thu is m artily tht we aro engaged in thjewehy 6usinea. appraisieg diamonds. watche, i~'~Y ah prcebus auras of all dasaripueu. We hvewith certify tht we hw this day aarefldly ewnined the folktwity liaad aed deatxibed attirAes, tlu property of NAME: Kathy Hilleary, ADDRESS: Estate of Ann G. Flatley, do 303 South Ridge Road Boiling Springs, PA (7007 Wa saitoate the wlw u lislad far inwnce ar athr purpose at the ansem reuil wlta, esaludiog Federal and attar rase. In twking slue Appraisal we DO NOT agrw m purrutsse a rep4oe ila artialea The following items were evaluated for estate purposes: DESCRRrTION Lady's 14K yellow gold diamond and sapphire anniversary style rings. Each diamond ring sins nine round brilliant cut diamonds. These measure approximately 2.4mm in diameter. These diamonds woigh .44ctw. The clarity is VS2-SI1. The color is F-H. The sapphire ring contains nine round brilliant cut sapphires. le measure approximately 2.4mm in diameter. 1'he clarity and color are AAA gem grade cobalt blue. Each is net set into Stoller #SH94. Each shank measures 3.Smm throughout. The finger size is 8.5. March 3, 2011 J Avts P.G. Th faregdng AppniW is made with the uttdmuuding slut the Appraiser asmnas no liability with respect m airy aetim slut may betaken oo tla basis of Wh Appniaal. Value: 5450.00 ~~r~iL ~i~n ~OSEPIi JAMES JEWELERS TO WHOM IT MAY CONCERN: Thia ie m ataty thr we va engaged in the jewdty bupau, aPPrawa6 diunond0. vntcir0. jewelry and pnawe areas otaa deaerlptiom. We herewith artily that we have thla day amlhlly mrtnined the tolkwrittg gWd and duoibed rtiela0. the property of. NAME: Kathy Hilleary, ADDRESS: Estate of Ann G. Flatlet', c/o 303 South Ridge Road Boiling Springs, PA 17007 m~maro the vela u liatad fa ioreanee a allrr putpoaes al the anon retail valu0. eeeAudity federal and other trtu. m making thb APPtiw we DO NOT egttae m pmd,ne a replan the The following items were evaluated for estate purposes: 1 __1 • 1 ~ ~ Lady's 14K yellow gold diamond and sapphire ring. Each of the eight round brilliant cut diamonds measures approximately 3.8mm - 4.6mm in diameter, 2.38ctw. The color is I-J. The clarityis VS-SI. The four round faceted sapphires measure 4mm in diameter. The finger size is 6.5. This weighs 5.40dwt. Value: $1,240.00 The fonping gPPNUI is made with the undawnding tMt the Appnisa assume m GebiGty whh spat m arty actim art toy 6e ukm on the bole of this Appniul. %ra`e~rG ~H~.~f~ ~OSEP~i DAMES JEWELERS TO WHOM IT MAY CONCERN: This is b aetily thu we aro Waged in thrjewelry Weinua, appraiilrtg dumoMs, watcha, jewelry and gracious stone of all dasaiptiou. We herewith oenify the we haw; This d.y rarelirlly examirud the folhswing liuad old described artieln, the properly of. NAME: Icaaly Hilleary, ADDRESS: Estate of Ann G. Fladey, c% 303 South Ridge Road Boiling Springs, PA 17007 We esdrnau she wlw u listed for iuum+a or aher purposes u the wham reuil wlue, excluding getknl and other taxes. In making this Appraisil we DO NOT agrm b putehase or replace Ilse usiclu. The following items were evaluated for estate purposes: DESCRIPTION Lady's 14K yellow gold rope neck with yellow gold coin pendant. The rope neck measures 24 inches in length. The pendant is an 1898 yellow gold US twenty dollar gold piece in a 14K yellow gold coin edge surround. This weighs 35.20dwt. Value: $1,700.00 Lady's 14K yellow gold charm bracelet with yellow gold coins. The double parallel link bracelet is approximately 7.50 inches in length and 1 l mm wide. The hidden tongue design clasp has a side fold-over safety and a safety chain. The bracelet has nine US gold coins with 14K yellow gold surrounds. This weighs 60.SOdwt. Value: $1,910.00 Lady's 14K yellow gold charm bracelet with yellow gold charms. The double parallel link bracelet is approximately 7.50 inches in length and 9mm wide. The hidden tongue design clasp has a side fold-over safety and a safety chain. The bracelet has thirty-nine yellow gold charms. This weighs 72.OOdwt. Value: 2,270.00 Lady's 18K yellow gold charm bracelet with yellow gold charms. The curb link bracelet is approximately 7.50 inches in length and 6.Smm wide. The hidden tongue design clasp has a side fold-over safety and a safety chain. The bracelet has twenty-eight yellow gold charms. This weighs 48.40dwt. Value: $2,190.00 The foregoing Appraisil is made with the undemanding tlut the ANn•aiur assumes no liability wish respect to any action slut may 6e likes on the buffs of Otis Appuisil. ~N~a~ ~ ~~' ~v 60~ 120 A~,~{,~a,~ ~.~.- Ca,-~~~- i P,~ -~013 quoos~~~ C~~~~s~~-~s3~ ,~II~~I~s ~~t.~a... Www, ~~oat.co~ ~- ~ 3bD-~bb -- ~ x{00 - `oo -- ~3 ba -~f oa ~ /D D -lob ~~ ~~ i~ ~ - ~SOe- 600 1 - ~/od-zao z - ~zoa- 3aa 3 - ~`/oo - 2 ob y -. ~/dv ~2-° o S - ~/ao - z.~-o .r ~ -~ ~/So ~3oD ~3 ~~i ~~.~~. ~~ 303 s_ Q~d~ ~l ~~/,~fP~i~ ~~4 loo TaxDB Result Details Detailed Results for Parce104-21-0320-388. in the 2010 Tax Assessment Database DistrictNo 04 Parcel ID 04-21-0320-388. MapSuflix HouseNo 166 Direction W Street SOUTH STREET Owned FLATLEY, ANN G C/O & GEORGE E MARTZ PropType R PropDesc LivArea 2040 CurLandVal 38800 CurImpVal 151100 CurTotVal 189900 CurPreNal Acreage .17 CIGrnStat TaxEx 1 SaleAmt 1 SaleMo O1 SaleDa 17 SaleCe 19 SaleYr 97 DeedBltPage 00152-00214 YearBlt 1840 HF_File Date 12/23/2005 HF_Approval_Status D ~~~ http://taxdb.ccpa.net/details.acp?id=04-21-0320-3 88.&dbselect= l Page 1 of 1 7/1/2011 ~ r ~ . d. . Qax ~attN # 0~-1J-0320-38R ~~i~ ~eeD~ AI~DElhla ~*doy of . ~. Nlnerte» Hurulred cmd Nintry Seva» (39973, BETWEEN Am G. Wolf Flatlry and Thotttm W. Flatlet', her hmband, of 303 3. Ridge Rod, Boiling Springs, Cumberland County, Pemrylvnda, Gunton, AND Am G. Wolf Flatlet', of 303 S. Ridge Rod, Boiling Springer, Pertnsylvenia, and George E. Mertz of Box 4351, Grceovilb, Delawae, ~ son, Gntttoa, Wittteseeth in aonaideration of Chta ad OO/I00 (SI.00) Dollar, in hand paid, the rexript whereof is hereby acknowldged, GreMas do hereby gent ad convey is fee aimpb to Orantaw, their heirs and amigm, u joint tenanb with the right of survivoraleip, All that certain lot of ground with the fmprovemenu thereon eeectd, situate in the Third Ward of the - Borough of Culisle, County of Cumberland and State of Pennsylvania, bounded end dracribd u follows, to wit: On the Nnrlh by West South Stroet; on the Emt by lots now or fomterly of the Fatale of J.D. - Limmermen, Sr., deceased and J.D. Zimmerman, h.; (fomterly J. D. Zimmerman, 3r.,) on the South by Chestnut Avenue, and on the Wut by bt now or formerly of Mrs. M. J.3. Smed; CONTAINING 30 feet in front on said West South Street, and attending in depth 240 feet to said Chestnut Avenue. HAVING thereon ercetd a two story brick dwelling house and one story brick building, known m Nos. 164-166 West South Street, Carlisle, Penraylvanie, and 3 gauges at the rear of the bt, tinnting on Chptnut Avenue. BEING the same premises which Peter C. Greene and lean Ann Greene, by dead datd October 9, 1973, and recorded October l6, 1973, in the Office of the Recorder of Deeds of Cumberland County, Penmylvanl; in Deed Book Volume 25 J 827 grmtd and txmveyd unto Laon E. Martz and Am (}, Martz. The uid Leon E. Mares having daxeaed wr Septanber 9, 1977 and Am O. Martz having been seized in fee aimpla of the property. Am G. Mintz having retttarrid end now being krown m Am G. Wolf Flatlet'. And Grantor Ann G. Wolf Flatlet' do hereby covenant ed agree that she will warunt apceielly the ProPertY heroby conveyed. Thomu W. Flatlet' joins in thin deed in his capacity m spouse of Ann G. Wolf Flatlet' for the cola soot 15~ vilcf ~,4 s ~ pttrpoaa of conveying any right, title, or interoat he may hsve in the premises to the Granttxa. Thu is a conveyance of interest from mother to aoa and is exempt from realty transfer tax. M WITNESS WHEREOF, Grentors Gave hemmto set their hands and seals the day and year first shove written. af~~TY / L /~ ~ ~, rv Ann O. oIf Fluleg: r r '' . 1 ? :. -, ~ -~ ._ ,. Thomas W. FlaUey 3 °r , , ~;' z m c. N -"'" in t -< P ~1 COMMONWEALTH OF PENNSYLVANIA ~ ro `' ~ r p COUNTY OF CUMBERLAND On chit, dw (~~y of 1997, before me, a rotary public in and for dK County of Cumberland, Commonw of Pm Ivania, the undersigned officer, peraotully appeared Ann O. Wolf Flatlry and Thomu W. Fktlay, known to me (or eadaheWrily proven) to be the penom whore auMcribed to tiro widdn Instrument, and acimowladged thu dky executed the same for the contained. IN WITNESS WHEREOF, l hereunto set my luuai and official seal. ,~>I~C"~30: 1 do busby certify stmt the precise raWaocc and complete poet office addrou of the witlrirr Grantees are: Am G. Wolf Platley, 303 S. Ridge Road, Boiling Springs, PA 17007 and George E. kMariz. Box 4351, Greenvill0. Delaware 19807. ~~ RECORDED on this {1 day of a (h County in Deed Book ~S 7,~,~{}I~ A.D. 1997, in the Recorder's Office of tho said eooM 152 rvcf gig ~. TaxDB Result Details Page 1 of 1 Detailed Results for Parce140-10-0638-029. in the 2010 Tax Assessment Database DistrictNo 40 Parcel ID 40-10-0638-029. MapSuffix HouseNo 303 Direction S Street RIDGE ROAD Owned FLATLEY, ANN G C/O & KATHRYN HILLEARY PropType A PropDesc LivArea 3048 CurLandVal 376900 CurImpVal 273900 CurTotVal 319100 CurPretVal 45200 Acreage 51.26 CIGrnStat Y TaxEx 1 SaleAmt 1 SaleMo O1 SaleDa 17 SaleCe 19 SaleYr 97 DeedBkPage 00152-00212 YearBlt 1802 HF File Date 10/21/2004 HF_Approval_Status A http://taxdb.ccpa.net/details.asp?id=40-10-0638-029.&dbselect=l 7/1/2011 ~, ., /~~/d y/ Tax Parcel # 4410-0638-019 MADE /his ~~doy of (1 t.,..,.i . Ntnraen Nrndrsd and Nlrrety.Sewn (1997). BETWEEN Ann O. Wolf Flatlet' and Thomu W. Flatlry, her huabsnd, of 303 3. Ridge Road, Boiling Springs, Penmylvenie, tremors, AND Ann G. Wolf Flatlet', of 303 3. Rtdge Road, Boiling Springs, Pennsylvania, and Kathryn Mertz Hilleary, of 2 Edgewood Crok, Frcdaickaburg, Virginia, her deugliter, Grantam, Witneaeth in considmtion of One end OOJ100 (51.00) Dollar, in head paid, the receipt whereof is hereby acknowledged, Grmrtore do hereby goof and oanvry in fes simple to Grantees, their hein sod assigns, ae joint teramts with the right of nuvivonhip, ALL that certain trsd of gtourrd situate in The Township of South Middktar, Cmnberlyd County, Pennsylvania bowled and described ae folkrvvs: BEGINNING at a point in the centu line of Ridge Road (7'-346), said point being the dividing line of Lot No. 1 and lot No. 2 of the hercirrfter mentioned Plan of Lon, thaa+e South 7 degree 23 mirmtw 40 seconds Beet along saW Ridge Road • diaarrce of 86939 feet ro a point d the intasaction of RWge Road and Lindsey Road (T-517); thmtce South BS degroea 20 minutes 23 seconds West along the center line of said Lindsey Road a distance of 2616.87 foot to a point in the censer line of Springville Raed; thence ebng said Springville Road (Tb86) North 1 degroe IS mintrles 30 aecwrds West a distmce of 749.47 feet to a point,• thence along Springville Read North 01 degree 30 minute 40 seconds Wet a distsrtce of 120.59 fed to a point; thenrx North 83 degrees 20 minutes 23 socorrds East along Lot No. 2 of the heroimfter mentioned Plan of Lots a distmrce of 2323.02 fed to a point being the Place of BEGINNING. BEING Lot No. 1 of the Fiml Subdivisiat for the Ooorge P. Wolf Bst~ ea raotded in the L'umbarlaod County Recorder of Dads Office m Plan Book 33, Pam 132. SUBJECT to all restrictions and rights-of-way noted on the mentioned Stddivision Plan. BEING the aemc premises which Franca Wolf Crook and William A. t]ock, Jr. by Deed dated August I3, 1988, and recorded August 22, 1988, in the Office of the Recorder of Deeds of Cumtxrland County, Pennsylvania, in Dead Book Volume 33 N 337, granted and convryed unto Ann G. Wolf Flatlry, Grantor herein. Thomas W. Fleury joins in this deed in his capacity as spouse of Ann G. Woif Flatlry for the sole purpose of conveying any right, titio, or interest he may have in the premises to the Grantees IIBBK 152 ruf 2]2 This is a conveyance of interest from mother ro dwghta std is extanpt from realty transfer tax. And Granror does hereby coveaot and agree that she will warrant specially the property hereby conveyed. iN W17T1E33 WHEREOF, Grantors have hereunto set their hands rtd seals the day and year first shove written. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Ott this, thefj'~day of ' In.,.c:, 1997, before me, a rotary publk in and Cor the Cowt of Cumberbud, Comntonwp~j jA"o"f"Po' ry~~____-, the undetti y Fladey end Thomas W. FLdey, ktnwn ro me or etbfwyori ot6ctx, penooapy appercd Ann G. Wolf subscribed ro the within instrument, std stalmowledged Wet they ~neettfad WeWwme~tthe purpo~ conuitted I / ~ ~C A a V x = ( mt wolf Flatlet' C J [J . ~ : s.. . Thomu W, FlatkY ~ c, ~~• ~~. 3 0 .~ ^ C c', r N 2 rq 6, ti It' T . q s -' c ., N ~ N a IN WITNESS WHEREOF, 1 heteunro set my hand and official real, I do hereb uni that the ~ - - -- --- ...--- t Y ft' ptxise residence and camplats post office address of the wiWin Gtanlee arc; Ano O. Wolf Flatlet', 303 S. Ridge Road Boiling Sprutgs, PA 17007 and Kathryn Meta Hllleary, 2 Edgtnvood Circle, Frederielubutg, Virginia 22105. (~ l\ ~`, RECORDED oa this ~ day of sa~'t , A.D. 199, is the Recotddrs Office of the said County in Deed Hook LSJ t_~.~ i•• `• ~ 152 PAtF 213 TaxDB Result Details DistrictNo 40 Parcel ID 40-10-0638-034. MapSuflix HouseNo Direction Street YORK ROAD Owned FLATLEY, ANN G & GEORGE MARTZ C/O & WILLIAM FRANCES CROCK PropType V PropDesc LivArea CurLandVal 112100 CurImpVal 0 CurTotVal 5300 CurPretVal 5300 Acreage 6.00 C1GrnStat Y TaxEx 1 SaleAmt 1 SaleMo O1 SaleDa 17 SaleCe 19 SaleYr 9'7 DeedBkPage 00152-00219 YearBlt HF File Date HF Approval Status Page 1 of 1 Detailed Results for Parce140-10-0638-034. in the 2010 Tax Assessment Database http://taxdb.ccpa.net/details.asp?id=40-10-0638-034.&dbselect=l 7/1/2011 "'TaxDB Result Details Page 1 of 1 Detailed Results for Parce140-10-0638-034. in the 2004 Tax Assessment Database DistrictNo 40 Parcel ID 40-10-0638-034. MapSuftix HouseNo Direction Street YORK ROAD Ownerl FLATLEY, ANN G & GEORGE MARTZ C!O & WILLIAM FRANCES CROCK PropType V PropDesc LivArea CurLandVal 42300 CurImpVal 0 CurTotVal 4960 CurPretVal 4960 Acreage 6.00 CIGrnStat Y TaxEx 1 SaleAmt 1 SaleMo O1 SaleDa 17 SaleCe 19 SaleYr 97 DeeiiBkl?age 00132-40219 YearBlt HF File Date HF Approval_Status http://taxdb.ccpa.net/details.asp?id=40-10-0638-034.&dbselect=l 7/23/2010 13~~_ ~1jig ~Btta $ax .ilwsrl #t 40.10-063R-03J AlADE rh/r j7y~day of Lln.y..~..... . Nlnslssn Nundrsd and Nlnsry Sevrn ()gg7), BETWEEN Ann G. Wolf/Flatlet' and Thomu W. Flatlet', her htteband, of 303 S. Ridge Road, Boiling 9priaga, llembarlard County. Pennsylvania, Granbrs, AND 1 Ann G. Wolf Fls0ey, of 303 5. Ridge Aoed, Boiling Springs, Pemuylvania 17007, end George E. Martz of Box 4351, On~mville, Delaware, 19807, her son Grantees, Wilnesseth in cansiduation of prte and OOJ100 (S1.o0) Dollu, is hood paid the receipt wharoof u hereby acknowledged, Ortanon do hereby grant and convey in fu simple to Grattoees. Cheer heir end tusigna, as joint tenons with the right of wrvivenehip, her undivided one-h4f intaroat in ALL that certain pime or parcel of land eritwte in South Middleron Township, County of ltimberland and Slue of Pennsylvania, bounded and described v folbwa: BEGINNING u a pone; thence by land now or forrrtaly of William O. Haman, North 26 degrees 30 minutes East 44 parches to s atone in the middle of York Road; thaece by the herein first mrntioeted tract and along with the middle of said York Road North 58 dagroes Wert 22.5 perches b a atone; thence by land now or formerly of John G. Haman, South 23 degrees 45 minutes Weu 46.1 perches to a stone; Uwece by Imeda now or formerly of John P. Wolf South 66 degrees Easl 19.8 parches to the place of BEGINNING. CONTAINING 6 acre strict muaure. BEING the same preuaisa which The Fiat Bank std Trust Company of Mechanicsburg, Patruylvenia, by Deexl dated Novanber 24, 1992, sad eeeneded Noveaaber 24, 1992, in the OfFice of the Records of Deeds of Cumberland Coun[y, Pansylvateia, b Deed 8ewk Volume 35 Z 1054 granted and conveyed unto Prertees W. Qiock and William A. Crock, Jr. en eedlvieied ono-half inteeeat end Ann 0. Flatlet' an undivided one-Inlf interact; Am 0. Flulay being flea Onotor herein of Ircr orte.hslf interoat Thomas W. Flatlet' joins in Chia deed in his capacity o spouse of Ann G. Wolf Flatlet' far the sole purpose of conveying any right, titk, or inteeeu he tttay love in the premiaas to the Grantees. And Grantor Ann G. Wolf Flulry does hereby covat®t and agree dtu ehc will warrant epecislly the 8f10A ~:~`A' PACE ',y1,g •< property hereby conveyed. This is a conveyance from mother to son and is exempt from malty transfer tax. IN WITNESS WHEREOF, Grantor has hereunto ed her hard and seal the day and yea first above written. co ~ :'. ~ , :• is ~~ Ann 6. olf Flatlet ' ~/ ~: `~. .; .~ v 3 c+ .6 Thomu W. Flatley ro ° ` ~•• -~ ~~: ~•- ~ -` co ~•~ N ~' COMMONWEALTH OF PENNSYLVANIA '" ss COUNTY OF CUMBERLAND On this, the /7~ilay of , 1997, beforo me, a rwtary public in and for the County of Cumberland, Commonwe tlr of Pm nsylvania, the undersigned officer, peraomlly sppearod Ann G. Flatley end Thomas W. Flatley. known to ma (or estisfaWorily proven) to bo dte persons whose ere subscribed to the within instrument, and acknowledged that they executed the same for the, lhercin contairatd. `'••"l ., wy,i~yii'i. IN WITNESS WHEREOF, I hereunto set my hand a~nd/~/offficial seal./ q / ~.st,~y~~ WITN( \ (~ - ~'~ i I. 1 do hereby certify that the precise residence and complete poet office address of the within Grantees ere: Ann G. Wolf Fluley, 303 S. Ridge Road, Boiling Springs, PA 17007 end George E. Mertz, Box 4351, Greenville, Delaware 19807. I" t ` ~ V ' Fr ~'. RECORDED on this l~ day ofi , A.D. 1997, in the Recorders Office of the said County in Deed Boob •t. i1 .• p,I:''f~~:~! ' n _ 1"~ :.:;~' k~ „Recorder ~n`C ~~.''~t^~ys'` '£`. y~~~~;~•~,.. ",o~~:.' eoor. 152 ~cf 220 TaxDB Result Details Page 1 of 1 Detailed Results for Parce140-10-0638-025. in the 2010 Tax Assessment Database DistrictNo 40 Parcel ID 40-10-0635-025. MapSuffix HouseNo 820 Direction Street YORK ROAD Owned CROCK, WILLIAM ETAL C/O C/O ANN FLATLEY PropType A PropDesc LivArea 1248 CurLandVal 289700 CurImpVal 114200 CurTotVal 206400 CurPretVal 92200 Acreage 33.87 CIGrnStat Y TaaEx 1 SaleAmt 1 SaleMo Ol SaleDa 17 SaleCe 19 SaleYr 97 DeedBkPage 00152-00216 YearBlt 1910 HF File Date 12/23/2005 HF_Approval_Status D plGlCaX~t.tc.C~-~", .Le~:--~ ~{ http://taxdb.ccpa.net/details.asp?id=40-10-0638-025.&dbselect=l 7/1/2011 i / ~~~ ~ >ltia ~d # 40-10.0638-0]S ~C~ji~ ~eeb MADF, ddr r' ~*doy of u.•~. Nlnelesn Narrdred and Nlnely,Seven (1997), BE7IVEEN Ann O. Wolf FleUey end Thomas W. Flatley, her husband, of 303 S. Ridge Rod, Boiling Springs, Cumberland County, Pennsylvania, Grantors, AND Ann G. Wolf Flmley, of 303 3. Ridgy Rod, Boiling SpNnge, Petwylvania, and George E. Martz of Box 4351, Greenville, Delaware, her son, Grantees, Witnaseth in consideration of One utd 001100 (51.00) Dollu, in hand paid, the receipt whereof is hereby -~ acknowledged. Grantors do hereby gram ad convey in fee simple to Grantees, their heirs and asigns, m joint tertanb with the right of survivorship, her undividd onohdf interact in ALL thou two certain pieces or parcels of growl situate in the Township of South Middleton, County of Cumberland and State of Pennsylvania, boundd snd described as folbws, to wit: BEGINNING et s spike in the center line of L.R. No. 125, at the intersection of the centx line of L.R No. 21020; dwnce by the center line of the first mentioned road, South 52 dogma 59 minutes East, ten hundred fitly-seven end eighteen one-hundmddrs (1057.18) feet to a spike in the txmror of said road; thence by lads of In Zimmerman, 9ou0t 28 degrees 59 mimrta 30 setxads Wert, seven hundred sighry- six and seventy one-hudmdths (78ti.70) fast to a poet; thurce by Isnds of Wolf, North 60 degrees 47 minute West, six hundred aavontoen sad thirty-flue oashuntktdths (617.35) feat to a spike in the center of the aforesaid L.R. no. 21020; thence by the center line of said road, North 4 degrees l5 minors East, ten hundred twenty-six and thirty-seven onahundredths (1026.37) fey to s point, the pleoe of BEGINNING. CONTAINING 16.05 acres. HAVING thereon erected a frame dwelling, bem and other buildings. eoaK 152 PAGE 216 ,~ TRACT NO. 2 BEGINNING at a spike in the center lino of L.R. no. 125, tt buds of No Gtm; thence by,lande of the said No Otto, North 27 degrees 42 minutes EaM, thuteen httndred seventy-four end tifty.eight one- hurtdredths (1374.58) feet to an oak troe; tltettce by lards of Qurla Radabattgh, South 38 degree D7 minutes 30 seconds Ent, flftamt hundred aeveory-seven std sixty-nitre onedtundrodths (1577.69) fact to en iron pio; thence North 89 degroo 20 minutes West, partly along the center line of L.R. No. 21020, eleven hundred thirty-flue and sixty-throe ottahuttdtodtha (1135.63) feet to a spike at lands of James Nod; tharrx by lards of James Noel, North 27 degteo 44 mitwta East two hundred forty-five (245) foal to s pin; thence by the same, North 89 degtea 20 mitnrto Went, one htttdred (100) feet to a pin; thetwe by the wee, South 27 degree 44 minuks Wwt two Modred forty-five (245) feet to a spike in the cents lino of the sforeoid L.R. No. 21020; thence by the center line of oid road, North 89 degrom 20 minutes Wert, three hundred seventy and twenty-twe ota-hundtetklts (370.22) foot to a spike in tM center lino of saki mad at the intereeclion of the cantor line of L.R. No. 125; thence by the center line of L.R. No. 125, North 52 degree 59 minutes West, eight and ninety-six one~huedrodths (8.96) feat to a point, the place of BEGINNING. CONTAINING 22.33 xres. BEING the same premieos which Howard Wlse, Executor of the Lot Will aad TetAament of Mutha lane MY~, by Dead dated September 1 I, 1965, and racotdad September 1 I, 1965, in the Office of the Recorrkr of Deeds of Cumberland County, Perruylvanie, (n Iked Book Volume 21 S 727, greeted and convoyed tmto Loon E. Mom and Arm O. Marta std William A. Crock, Jr. end Franco W. Crock. The said Leon E. Mertz having deeeaud on Septnnber 9, 1977. Ann G. Martc romatried, now being known m Ann G. Wolf Flatky. Thomas W. Flatley joins in This deed in his aapaoiry o spouse of Ann G. Wolf Flrtley for the sole purpose of conveying any right, title, or intered he may have in the premisae to the Grantees. And Grantor Ann G. Wolf Fletley does hereby covenant std agree that she will warrant specially the property hereby conveyed. This is a conveyance from mother to son and is exempt from realty transfer tax. 1N WITNESS WHEREOF, Grantors have hetaunto xt their heads and amts the day end year first above written. ~~ ~ Ann O Wolf Flrtley ti .~,~Pt~lc., o W. Fletley EOOK j.S;Z PAGE ;Zj,'J COMMONWEALTH OF PENNSYLVANIA :u COUNTY OR CUMBERLAND , On this, thel~dry of 1997, before me, a notary publk in and for the County of Cumberland, Common th of P lveoia, the uodusigaed oftiar, personally appeared Ann O. Wolf Fletk:y and Thomas W. Flatlet', kmwn ro me (or saHaliotorily proven) ro be the persona whose names ers subscribed ro the whhln inahttment, end eckrwwledged that they executed the smno for the therein contsined. ...p~ IN WITNE33 WHEREOF, I hercunro set my hand and official seal. I do hereby certify that the precise residence and complete post office eddren of the within Oranteaa are; Ann G. Wolf Fletley, 303 S. Ridge Road, Boiling Springs, P 7007 and George E. M•~. Box 4351, Greenville, Deiawaro 19807. ~\ 1 V ~N ~~. RECORDED on this ~ ~ day of { (ar'i A.D. 1997, in the Recorders Oflke of the acid County in Deed Book~SZ ~T L(p ~~ ~~ e_ - , ~.. ~. - . ,~ -, o ;, ~, 3 ~ m z m °~ IV r m m -~ o N ~ N ~ a 3'ooa 152 rwf 218 WESTERN J NATIONAL Life Insurance C o m p a n y P.O. Box 871 Amarillo, Texas 79105-0871 1.800.424.4990 October 26, 2010 Martson Law Offices 10 E High St Carlisle PA 17013 Re: Annuity Contract XV215908 Deceased Ann G Flatley Dear Mr. Gilroy: Thank you for your recent inquiry regazding the above referenced annuity contract. We would like to take this opportunity to respond to your request. 'The accumulated value of this contract as of 10/08/10, the date of death, is $33,545.55. Mr. Gilroy, we appreciate the opportunity to assist you. Should you have any questions, please contact our Client Care Center at 1-800-424-4990. Sincerely, Shatori Wilson Annuity Claims Department