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Home My WebLink About08-23-11 1505610140 REV-1500 EX ~°'-'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 1 0 6 5 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Deat h MMDDYYYY Date of Birth MMDDYYYY 2 4 2 0 9 4 2 4 9 1 0 2 1 2 0 1 0 1 0 2 2 1 9 1 6 Decedent's Last Name Suffix Decedent's First Name MI SMI TH MARG ARET H (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI N / A Spouse's Social Security Number THIS RET! Rfd FAUST SE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW 1. Original Return 4. Limited Estate OX 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95} 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Daytime Telephone Number D A V I D R G E T Z E S QU I R E 7 1 7 2 3 4 4 1 8 2 REGISTER 0~9VILLS USE ONLY First line of address 5 0 8 N O R T H Second line of address P O BO X 8 4 5 Citv nr Pect Qffi~e H A R R I S B U R G SECOND S T R E E T Stag ZIP Ccde P A 1 7 1 0 8 Correspondent'se-mail address: DGETZ@WWWPALAW.COM Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct a mplete: Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. MATURE OF ERS PONSIBLE FOR FILING RETURN DATE i ~ t l3-~ r-- ~. 257 COLONIAL DRIVE MECHANICSBURG PA 17050 SIGNA jDF PRE RER HER T REPRESENTATIVE y J DA/TE WIX WENGER & WEIDN~R, PO BOX 845 HARRISBURG PA 17108 PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: MARGARET H. SMITH 2 4 2 0 9 4 2 4 9 RECAPITULATION 1. Real Estate (Schedule A) .................. 1 5 8 0 0 0. 0 0 ......................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2~ 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) ^ Separate Billing Requested ....... 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 0. 0 0 0.0 0 0. 0 0 4 3 2 1. 7 1 3 1 8 0 7 6.2 9 2 9 9 9 4 7.4 9 7 8 0 3 4 5. 4 9 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. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 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 Tax (Line 12 minus Line 13) ................... 14. 3 6 6 1 1. 7 4 1 8 7 9. 0 0 3 8 4 9 0. 7 4 7 4 1 8 5 4. 7 5 7 4 1 8 5 4. 7 5 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X -0 _ 0 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 7 4 1 8 5 4. 7 5 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0 0 0 1g. 19. TAX DUE ...............................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 3 3 3 8 3. 4 6 0. 0 0 0. 0 0 3 3 3 8 3. 4 6 Side 2 1505610240 1505610240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 1065 DECEDENT'S NAME MARGARET H. SMITH ____ STREET ADDRESS 22 ABBEY COURT ___ CITY CARLISLE STATE PA ZIP 17015 Tax Payments and Credits: t. Tax Due (Page 2, Line 19) 2. Credits/Payments 29,000.00 A. Prior Payments B. Discount 1,526.27 3. Interest (1) 33,383.46 Total Credits (A + B) (2) 30,526.27 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. (3) (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,857.19 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ............................................................. ......... ^ Q b. retain the right to designate who shall use the property transferred or its income; ...................... ......... ^ Q c. retain a reversionary interest; or ....................................................................................... ......... ^ 0 d. receive the promise for life of either payments, benefits or care? .............................................. ......... ^ Q 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................. ......... ^ Q 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ Q 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ......................................................................................... ......... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse i 3 percent [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 p2 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1}]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (01-10) pennsylvania SCHEDULE A DEPARTMENT OFREVENUE REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARGARET H. SMITH 21 10 1065 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. RESIDENCE SITUATE AT 22 ABBEY COURT, CARLISLE, CUMBERLAND COUNTY, 158,000.00 PENNSYLVANIA, BEING TAX ID # 40-24-0759-001 SEE SETTLEMENT SHEET ATTACHED TOTAL (Also enter on Line 1, Recapitulation.) I $ 158,000.00 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX + (6-98} SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 2, Recapitulation) I $ (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSELY-HELD CORPORATION, PARTNERSHIP OR SOLE-PROPRIETORSHIP ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 Schedule C-1 or C-2 (including all supporting informations must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) REV-1507 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE --- ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE 0.00 TOTAL (Also enter on line 4, Recapitulation) ~ $ (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, $t MISC. IN RESIDENTEDECEDENTRN PERSONAL PROPERTY ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointlyowned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORDINARY HOUSEHOLD GOODS AND FURNISHINGS 3,061.34 AUCTIONEER REPORT ATTACHED HERETO ($3,035.35 PER AUCTIONEER REPORT, PLUS TWO ADDITIONAL CHECKS RECD FOR $19.49 AND $6.50 AFTER REPORT DATE) 2. MISCELLANEOUS TAX AND SEWER CREDITS ASSOCIATED WITH CLOSING 1,260.37 OF REAL ESTATE SEE SETTLEMENT SHEET ATTACHED HERETO TOTAL. (Also enter on line 5, Recapitulation) $ 4,321.71 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF: FILE NUMBER: MARGARET H. SMITH 21 10 1065 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. ADDRESS RELATIONSHIP TO DECEDENT SURVIVING JOINT TENANT(S) NAME(S) A. DANIEL L. WHITESIDE C. JOINTLY-OWNED PROPERTY: 257 COLONIAL DRIVE MECHANICSBURG, PA 17050 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 °o OF DECEDENTS INTEREST DATE OF DEATH VALUE OF DECEDENT'S INTERESI 1. A. 5/23/05 MEMBERS 1ST FCU SAVINGS ACCT #172586-00 25.00 50. 12.50 DOD BALANCE: $25.00; ACCRUED INT: $0 2. A. 1/5/05 MEMBERS 1ST FCU CD ACCT #172586-44 100,282.95 50. 50,141.48 DOD BALANCE: $100,209.37; ACCRUED INT: $73.58 3. A. 1/5/05 MEMBERS 1ST FCU CD ACCT #172586-45 50,141.47 50. 25,070.74 DOD BALANCE: $50,104.68; ACCRUED INT: $36.79 4. A. 3/9/06 USAA CD ACCT #XXX2254 100,195.89 50. 50,097.95 DOD BALANCE: $100,000; ACCRUED INT: $195.89 5. A 9/24/09 USAA CD ACCT #XXX9270 127,966.05 50. 63,983.03 DOD BALANCE: $127,752.41; ACCRUED INT: $213.64 6. A 6/3/08 USAA CD ACCT #XXX0058 200,171.78 50. 100,085.89 DOD BALANCE: $200,000.00; ACCRUED INT: $171.78 7. A. 5/24/05 PNC BANK CHECKING ACCT #XXX1674 57,287.04 50. 28,643.52 DOD BALANCE: $57,285.18; ACCRUED INT: $1.86 8. A. 5/24/05 PNC BANK SAVINGS ACCT #XXX0584 82.35 50. 41.18 DOD BALANCE: $82.35; ACCRUED INT: $0 0.00 TOTAL (Also enter on Line 6, Recapitulation) I $ 318 076 29 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (OB-09) Pennsylvania DEPARTMENT OFREVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER .MARGARET H. SMITH 21 10 1065 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCLUDETHE NAME OF THE TRANSFEREE, THEIR RELATIONSHIPTO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OFTHE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION pFAPPUCge~e> TAXABLE VALUE 1. LINCOLN FINANCIAL GROUP ANNUITY 202,324.52 100.00 202,324.52 CONTRACT NO. 959738362 BENS: DANIEL L. WHITESIDE 2. USAA CD ACCT # XXX0175 JOINT ACCOUNT ESTABLISHED WITH DANIEL L. WHITESIDE ON 6/14/2010 DOD VALUE: $100,588.24; ACCRUED INT: $34.73 100,622.97 100.00 3,000.00 97,622.97 TOTAL (Also enter on Line 7 Recapitulation) I $ 299 947 49 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 Decedent's debts must be reported on Schedule 1. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. ARLINGTON NATIONAL CEMETERY 6,349.00 B. 1 2. 3. 4. ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees: WIX, WENGER & WEIDNER (ESTIMATED) Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent Probate Fees: CUMBERLAND COUNTY REGISTER OF WILLS 537.00 5 Accountant Fees: 6. Tax Return Preparer Fees: 125.00 7. DANIEL L. WHITESIDE -REIMBURSEMENT (MILEAGE; MISC OUT OF POCKET 824.86 EXPENSES INCURRED) 8. EHRLICH PEST CONTROL TREATMENTS 549.41 9. CORDIER AUCTIONS (AUCTION OF HOUSEHOLD ITEMS + $200 PICK UP FEE) 1,834.65 10. DANIEL L. WHITESIDE, JR. & LAURIE E. NUNN -PAYMENT FOR CLEANING 769.64 HOUSEHOLD 11. HOME AND HOUSEHOLD INSURANCE 414.98 12. HOUSEHOLD REPAIRS FOR CLOSING (REFRIGERATOR; FLOOR; SHOWER) 568.22 WATER/SEWER BILLS 362.10 13. ELECTRIC BILL (MET ED) 706.14 14. CONDO ASSN DUES PAID UP TO CLOSING 927.00 15. CLOSING COSTS (SEE SETTLEMENT STATEMENT) 17,795.24 TOTAL (Also enter on Line 9, Recapitulation) $ 36 61 1.74 If more space is needed, use additional sheets of paper of the same size. ZIP 4, 600.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent MARGARET H. SMITH 21 10 1065 Decedent's Name Page 1 File Number Schedule H -Funeral Expenses & Administrative Costs - 67. ITEM NUMBER DESCRIPTION AMOUNT 16. "P.O.C." COSTS PAID OUTSIDE OF SETTLEMENT STATEMENT 248.50 (SEE LINES 1306 AND 1308 OF SETTLEMENT STATEMENT) SUBTOTAL SCHEDULE H-67 I 248.50 REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER MARGARET H. SMITH 21 10 1065 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. PPL (ELECTRIC) 134.00 2. 2010 FEDERAL INCOME TAX DUE 1,525.00 3. 2010 STATE INCOME TAX DUE 220.00 COPIES OF THE SUBSTANTIATING PAPERWORK FOR ADMINISTRATIVE AND DEBTS OF DECEDENT HAVE NOT BEEN ATTACHED DUE TO VOLUMINOUS NATURE. SUCH DOCUMENTS ARE AVAILABLE FOR INSPECTION IF REQUESTED. TOTAL (Also enter on Line 10, Recapitulation) I $ 1 879 00 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania ~ SCHEDULE J DEPARTMENT OF REVENUE I BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARGARET H. SMITH 21 10 1065 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. DANIEL L. WHITESIDE Lineal 721,854.75 257 COLONIAL DRIVE MECHANICSBURG, PA 17050 2. DANIEL L. WHITESIDE, JR. Lineal 10,000.00 6117 LANSHIRE DRIVE TAMPA, FL 33634 3. LAURIE E. NUNN Lineal 10,000.00 7215 REVELWOOD DRIVE MAGNOLIA, TX 77354 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF MARGARET HYATT SMITH I, MARGARET HYATT SMITH, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. FIRST: I direct that the expenses of my last illness and funeral and the expenses of the administration of my estate shall be paid from my residuary estate without apportionment. I direct that all estate, inheritance and similar taxes payable with respect to property included in my estate, whethel• or not passing under this will, and any interest or penalties thereon, shall be apportioned among the people interested in my estate in the manner provided by law in the absence of a contrary direction in this will. SECOND: I give the sum of Ten Thousand Dollars ($10,000.00) to my grandson, DANIEL LEE WHTTESIDE, JR., if he survives me. THIRD: I give the sum of Ten Thousand Dollars ($10,000.00) to my granddaughter, LAURIE E. NUNN, if she survives me. FOURTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If my son, DANIEL LEE WHITBSIDE, survives me, to my son, DANIEL LEE WHITESIDE. (b) If my son, DANIEL LEE WHITESIDE, does not survive me, my residuary estate shall be paid and distributed to those of my daughter-in-law, MARCELLA M. WHITESIDE, my grandson, DANIEL LEE WHITESIDE, JR., and my granddaughter, LAURIE E. NUNN, who survive me, in equal shares. If none of the aforesaid beneficiaries of my residuary estate shall survive me, my residuary estate shal] be paid and distributed to those of my great grandson, ANDREW NUNN, m_v great granddaughter, CATHERINE NUNN, and my great grandson, BENJAMIN NUNN, who survive me, in equal shares. (c) If none of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. FIFTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article SEVENTH hereof. If the bene- ficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SIXTH: I appoint my son, DANIEL LEE WHITESIDE, to be my Executor. If my son, DANIEL LEE WHITESIDE, shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint my grandson, DANIEL LEE WHITESIDE, JR., as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. Any bank, trust company or similar institution at any time serving as Executor hereunder shall be entitled to receive compensation for its services in accordance with its standard schedule of compensation in effect when such compensation is payable. SEVENTH: I grant to my Executor all powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to pay any legacy or distribute, divide or partition property in cash or in kind, or partly in kind, and to allocate different kinds of property, disproportionate amounts of property and undivided interests in property among any parts, funds or shares, and to determine the fair valuation of the property so allocated, with or without regard to tax basis; to determine what property shall receive basis increases pursuant to Section 1022(b) and (c) of the Internal Revenue Code and the amount of such increases and to make such determinations without regard to any duty of impartiality as between different beneficiaries; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. `7 2- 2 This document was prepared under the authority of 10 U.S.C. §1044 and implementing military regulations and instructions, by Captain Victoria Ko, United States Army, who is licensed to practice law in the State of New York. IN WITNESS WHEREOF, I, MARGARET HYATT SMITH, sign y name an publish and declare this instrument as my last will and testament this ~ day of 2005. MARGARET HYATT SMITH Captain Victoria Ko read the foregoing instrument to the above-named Testatrix, MARGARET HYATT SMITH, who after acknowledging that she understood the contents of this document, signed, published and declared this document to be her last will and testament in our presence, all being present at the same time, and we, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses on the date above written. ~.(`, " having an address at/~ /% T ~~~~ having an address at 3 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss. We, the Testatrix and the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix, MARGARET HYATT SMITH, signed and executed said instrument as her last will and testament in the presence and hearing of the witnesses, and that she had signed willingly, and that she executed it as her free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testatrix, in the presence and hearing of the Testatrix and each other, signed the will as witness, and that to the best of his or her knowledge the Testatrix was at the time at least eighteen years of age or emancipated, of sound mind and under no constraint, duress, fraud or undue influence. MARGARET HYATT SMITH Testatrix ~, f print: !'"~ic~~,~ .~~ - ..~~~~~~'1~~~ Witness ~.~~'`- print: (Mt (C.. G-c~.~to Witness Subscribed, sworn to and acknowledged before me by the said MARGARET HYATT SMITH, . estatrix, d subscribed and sworn to before me by the above-named witnesses, this day of , 2005. N ary Public My commission expires or~~ Jy~ a?1~C?~ COMMONWEALTH OF PENNSYLVANIA Notarial Seal Betty S. IGstler, Notary Public Carlisle Boro, Cumberland County My Commission Expires May 14, 2009 Member, Pennsylvania Association of Notaries A.' Sett~ement Statement B. Type of Loan U.S. Department of Housing and Urban Development nkna n.. .,ol nl.. 1. LJFHA 2. ^FmHA 3. ^Conv. Unins. 6. File Number 7. Loan Number 8. Mortgage Insurance Case Number 4. ^VA 5. ^Conv.lns. 31389GANOE Is orm Is umis e o gne you a s emen a u se emen cos s. pun pa o an y e se emen agen are s own. C. Note: Hems marked '(p.o.c.)' were paitl outside the dosing; they are shown here for information purposes and are not inducted in the totals. TltieEXpreSS Settlement System WARNING: k is a crime to knowingly make false statements to the Unitetl States tln this or any other similar form Penalties u on i i . p mnv a on can indude a fine and Im risonment For details see: Title t e U. S. Cotle Sedion 1001 and Section tot0. Printed 08/01 /2011 at 13:17 CLT D. NAME OF BORROWER: Norma W. Ganoe ADDRESS: 10503100th Place N Larao FL 33773 E. NAME OF SELLER. Estate of Margaret Smith ADDRESS: F. NAME OF LENDER: ADDRESS: G. PROPERTY ADDRESS: 22 Abbey Court, Carlisle, PA 17013 South Middleton Townshi H. SETTLEMENT AGENT: Keystone Land Transfer, LTD, Telephone 717-774-7435 Fax 717-774.3869 PLACE OF SETTLEMENT: 3421 Market Street Cam Hili Pa 17011 I. SETTLEMENT DATE: 08/01!2011 J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER _101. Contract sales price 158 000.00 401. Contract sales rice 158 000 00 102. Personal property . 402. Personal ro e 103. Settlement charges to borrower (line 1400) 2 913.75 403. 104. 404. 105. 405. Ad'ustments for items aid b seller in advance Ad'ustments for items aid b seller in advance 106. Citvltown taxes 406. Cit !town taxes t07. Countvtaxes 08/01/11to12/31111 137.71 407. Count taxes 08/01/11to12/31l11 137 71 108. School taxes 08/01/11 to 06/30/12 1 085.46 408. School taxes 08/01/11to06/30/12 , 1 085 46 109. 409 . 110. Sewer credit 37,20 . 410. Sewer credit 37 20 111. 411 . 112. . 412 120. GROSS AMOUNT DUE FROM BORROWER 162174.12 . 420. GROSS AMOUNT DUE TO SELLER 200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 159 260.37 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. Deposit or earnest money 5 000.00 501. Excess De osit see instructions 202. Principal amount of new loans 502. Settlement char es to seller line 1400 12 295 24 203. EXIStInO loan(s) taken subject to . 503. Existin loans taken subject to 204. 504. Pa off of Flrst Mort a e Loan 205. 505 206. . 506. Inheritance tax escrow 5 000.00 Ke stone Land Transfer LTD 207. Seller credit 208. 5 500.00 507. Seller credit 5 500.00 508. 209. 509. _ Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller 210. Cityltown taxes 510 Cit !town taxes 211. County taxes . 511. Coun taxes 212. School taxes 512 School taxes 213. . 513 214. . 514 215. . 515 216. . 516 217 . 517 218. . 518 219. . 220. TOTAL PAID BY/FOR BORROWER 10 500.00 519. 520. TOTAL REDUCTION AMOUNT DUE SELLER 300. CASH AT SETTLEMENT FROM OR TO BORROWER 22 795.24 600 301. Gross amount due from borrower (lin 120) . CASH AT SETTLEMENT TO OR FROM SELLER e 162174.12 302. Less amounts paid by/for borrower (lin 220) 601. Gross amount due to seller line 420 159 260.37 e 10 500.00 602. Less reduction amount due seller line 520 22 795.24 303. CASH FROM BORROWER 151 674.12 603. CASH TO SELLER 136,465.13 iUBSTITUTE FORM 1099 SELLER STATEMENT: The inlormation contained herein is imporant tax inlonnation and is being furnished to [he Internal Revenue Service. If you are required to file a return, ^negligence penalty or other sansion will be imposed on you N this item is required to be reported and the IRS tleternines that it haz nd been reponetl. The Contras Sales Pace desrrDed on e 407 alwve constitutes the Gross Proceeds of this transaction. /ou are required q' law to provide the serlement agent (Fed. Tax ID Nc: t with your mrrd taxpayer itlenttligtion number. M you Oo not provide your mrred taxpayer identi/iwtion iumDer, you may be subjed to dvil or cdminal penalties imposed by law. Untler penalties of perjury, I cenily Nat the number shown on mis statement ism coned taz -IN: _ Y payer identification number. ~ -- __ SELLER(S)SIGNATURE(S): ~ SELLER(S) NEW MAILING ADDRESS: 3ELLER(S)PHONE NUMBERS: (H) ^- lOr^i "_~l~-' '.J tl~•~.~.~'iJ^'1~00'S dlnj J.S. CAP^,RTMENTOF HOUSING AND URBAN DEVELOPMENT File Number: 31389GANOE PAGE 2 SETTLEMENT STATEMENT ____ _TitleExpress Settlement System Printers otamv~m ~ at i~ n cl T ~. ac I i ~~m~n I ~nHnu[a PAID FROM PAID FROh4 700. TOTAL SALESBROKER'S COMMISSION based on price $158,000.00 = 9 047.00 BORROWER'S SELLERS Division of commission (line 700) as follows FUNDS AT FUNDS AT 701. $ 4,575.00 t0 Jack Gauohan Realtor SETTLEMENT SETTLEME=N 702. $ _ 4,472.00 to RelMax Reams Associates T 703. Commission paid at Settlement 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 9 047.00 _601. Loan Origination Fee 802. Loan Discrount 803. Appraisal Fee 804. Credit Report - J 1 805. 606. 807. 808. 809. 810. 811. -~ 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE -~ 901. Interest From to ® /da -~ 902. Mortgage Insurance Premium for 0 moot to 903. Hazard Insurance Premium for 0 mont to 904. 905. 1000. RESERVES DEPOSITED WITH LENDER FOR 1001. Hazard Insurance mo. ~ /coo 1002. Mort a elnsurance mo. ® /coo 1003. Ci Pro a Tax mo. ~ $ Imo 1004. County Property Tax coo ~ $ Imo 1005. School taxes mo. ®$ /coo 1009. Aggregate Analysis Adjustment 0.00 0.00 1100. TITLE CHARGES 1101. Settlement or Closing Fee 1102. Abstract or Title Search 1103. Title Examination 1104. Title Insurance Binder 1105. Document Preparation 1106. Notary Fees 1107. Attornev'sfees (includes above items No' 1108. Title Insurance to Keystone Land Transfer LTD (includes above items No' 1 148.75 1109. Lender's Policy t 110. Owner's Policy 158 000 00 •1,148.75 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordin Fees Deed $ 62.00 • Mort a e $ • Release $ 1202. City/County taxlstamps Deed $1 580 DO • Mort a e 62.00 1203. State Tax/stamps Deed $1 580 00 • Mort a e $ 1 580.00 1204. _ Deed $ • Mort a e $ 1 580.00 1205. Wire tee for proceeds to Keystone Land Transfer LTD 1300. ADDITIONAL SETTLEMENT CHARGES 20.00 1301. Nota Fee to Cash 1302. 2011 Coun Tax to ROBERT C. CAIRNS 10.00 1303. 2011 School Tax to ROBERT C. CAIRNS 363.78 1304. Tax Cert Fee to ROBERT C. CAIRNS 1 189.46 1305. Deed Pre Fee to Wix Wen er & Weidner 5.00 1306. Jul fee-reduced comMremax to Villas Homeowners Association Inc. P.O.C. 103 00 Seller 100.00 . 1307. Monthl fee far Au ust to Villas Homeowners Association Inc . 1308. Sewer/Trash 4!1/11-8/1/11 to South Middleton Townshi Munici al P.O.C. 145.50 Seller 103.00 1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section ~----7 2 913.75 12,295.24 have carelu r awed Ne H 1 Sedlem of Statement antl to the best of m knowled yv `n ~,u a«t.~n ~r Dy me i try pion. I her certify that I have rernivetl a y 9e and ballet, it Is a tNe antl accurate statement of all receipts and tlisbursemenl5 made on my account Copy o' the HUD-t Settlement Statement. ...._-- ..... ~ r s a o 2cgare`m i~ ~ I~~ .~ ~~ .- 7ARNING: IT IS A CHIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE NITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION The HUD-1 Settlement Statement w ' repay is a true antl ac~vrate account of this ~AN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 7S~ transaction. I have wusetl he tun a sbursetl In accordance with this statement. .S. CODE SECTION 1001 AND SECTION 1010. ' i , SETTLEMENT AGENT:` DATE: r !'~~ _ ' \\\ Consignor Settlement Cordier Antiques Sz Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone: 717-731-8662 Fax: 717-731-9830 Page: - 1 Consignor: 1603 Daniel L. Whiteside .~ '`"`- 257 Colonial Drive ~° `'~:'' -.. ,:. Mechanicsburg, PA 17050 Phone:717-448-4982 Auction: Variety Auction 2/6/11 Lot# Description Quantity Unit Price Ext. Price Comm/BuyBack Expenses 189 BOHEMIAN CUT TO CLEAR DECANTER 1.00 25.00 25.00 -8.75 0.00 ___ _ _ _ _ _ Bid Card # 106 190 TL -CUT GLASS PITCHER, DISHES (2) 1.00 5.00 5.00 -1.75 0.00 Bid Card # 127 191 WALL SHELVES & MODERN CANDLELABRA 1.00 5.00 5.00 -1.75 0.00 ___ _ Bid Card # 104 192 LORD ELGIN MENS WRISTWATCH INCASE 1.00 35.00 35.00 -12.25 0.00 Bid Card # 115 193 TL -WEIGHTED SILVER PCS AND 1.00 40.00 40 . oo -14.00 0.00 SILVERPLATE Bid Card # 119 194 TL-GLASS PCS (3) 1.00 10.00 10.00 -3.50 0.00 Bid Card # 103 195 TL-CUT GLASS PCS 1.00 5.00 5.00 -1.75 0.00 Bid Card # 135 196 HEAVY GLASS VASE 1.00 10.00 10.00 -3.50 0.00 _ Bid Card # 135 197 STERLING GOBLETS (8 PCS) 1.00 550.00 550.00 -192.50 0.00 Bid Card # 175 198 TL -STEMWARE & TL -CORDIALS, VOTIVES, 1.00 15.00 15.00 - 5.2 5 0.00 ETC Bid Card # 106 _ _-- 199 --...------ - --..--- ------- TL -GLASSWARE (5 PCS) - 1.00 - 0.00 -- 0.00 --...-----..-..._- 0.00 - 0.00 __ _ _ _ _ Bid Card # 100 200 TL -GLASSWARE (6 PCS) ___ 1.00 _ 7.50 _ 7.50 -2.63 0.00 Bid Card # 109 201 GLASS CAKE STAND 1.00 2.50 2.50 -0.88 0.00 Bid Card # 106 202 TL -MIXING BOWLS (2), SOUP BOWLS (4) 1.00 2.50 2.50 -0.88 0.00 ___ ____ Bid Card # 144 203 DRESDEN PORCELAIN CLOCK W/CHERUBS 1.00 _ 35.00 ___ _ 35.00 -12.25 0.00 Bid Card # 118 204 TL -CUT TO CLEAR. GOBLETS (8) 1.00 140.00 140.00 -49.00 0.00 Bid Card # 106 205 TL-BRASS (4 PCS) 1.00 10.00 10.00 -3.50 0.00 Bid Card # 104 Consignor Settlement Cordier Antiques 8~ Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone:717-731-8662 Fax:717-731-9830 Page: 2 Lot# Description Quantity Unit Price Ext. Price Comm/BuyBack Expenses 206 TL -STEMWARE (6 PCS) 1.00 125.00 12 5.00 -43.75 0.00 _ _ _ _ _ Bid Card # 187 207 PR CLEAR CUT LIGHTS 1.00 90.00 90.00 -31.50 0.00 _ __ ___ Bid Card # 135 208 TL -PLATE HOLDERS, BOWELS, TRIVETS, 1.00 10.00 10.00 -3.50 0.00 ETC Bid Card # 123 209 TL -RICE BOWL AND PLATES 1.00 2.50 2.50 -0.88 0.00 _ __ Bid Card # 122 210 TL-ASIAN CERAMICS 1.00 5.00 5.00 1.75 0.00 __ _ Bid Card # 199 211 PR BRASS CANDLESTICKS 1.00 10.00 10.00 -3.50 0.00 _ Bid Card # 103 212 BRASS COMPOTE, CUT TO CLEAR TRAY, __ 1.00 20.00 20.00 -7.00 0.00 CRYSTAL BOWLS Bid Card # 135 213 7HEAVY CRYSTAL SHERBETS 1.00 10.00 10.00 -3.50 0.00 Bid Card # 197 214 21 PCS IRIQOIS IN FORMAL PATTERN BY BEN 1.00 17.50 17.50 -6.13 0.00 SIDELL Bid Card # 122 215 MARBLE ASHTRAY 1.00 2.50 2.50 -0.88 0.00 Bid Card # 152 216 5 MODERN CANDLESTICKS 1.00 2.50 2.50 -0.88 0.00 _ _ ___ _ Bid Card # 135 217 COPPER URN & COVERED DISH 1.00 25.00 25.00 -8.75 0.00 _ _ _ _ _ __ Bid Card # 199 218 ORIENTAL PORCELAIN DISH 1.00 17.50 17.50 -6.13 0.00 Bid Card # 119 219 3 GLASS TRAYS 1.00 5.00 5.00 -1.75 0.00 Bid Card # 109 220 6 DECORATED MUGS & 3 STONEWARE MUGS 1.00 2.50 2.50 -0.88 0.00 ___ _ _ __ _ Bid Card # 199 221 ORIENTAL FIGURE & ELEPHANT FIGURE 1.00 2.50 ____ 2.50 -0.88 0.00 _ __ ______ _ _ _ _____ ____ Bid Card # 204 222 KEROSENE LAMP _ 1.00 2.50 2.50 -0.88 0.00 _ _ _____ __ ___ _ _ Bid Card # 174 223 PR MIRRORED PLATEAUS _ 1.00 35.00 35.00 -12.25 0.00 _ ____ _ _ Bid Card # 197 224 4 PCS PYREX INCLUDING 1 WITH FOOTED _ 1.00 __ 0.00 0.00 0.00 0.00 STAND Bid Card # 100 225 2 ORIENTAL WALL HANGING VASES 1.00 5.00 5.00 -1.75 0.00 Bid Card # 103 Consignor Settlement Cordier Antiques & Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone:717-731-8662 Fax:717-731-9830 Page: 3 Lot# Description Quantity Unit Price Ext.Price Comm/BuyBack Expenses 226 5 PCS WILTON TRAYS 1.00 50.00 50.00 -17.50 0.00 _ _ Bid Card # 123 227 4 PCS WILTON INCL CANDLES, FISH TRAY, 1.00 20.00 20.00 7.00 0.00 DISH Bid Card # 123 231 BRASS TABLE WITH COLLAPSABLE STAND 1.00 160.00 160.00 56.00 0.00 _ Bid Card # 123 235 LARGE ASIAN PANEL 1.00 25.00 25.00 -8.75 0.00 Bitl Card # 199 249 FLORAL RUG 1.00 55.00 55.00 -19.25 0.00 Bid Card # 104 251 KARASTAN RUG 3'X5' 1.00 5 5.00 5 5.00 -19.2 5 0.00 __ _ Bid Card # 135 253 WOOL AREA RUG MADE IN INDIA 1.00 80.00 80.00 -28.00 0.00 _ __ _ ___ Bid Card # 104 257 CERAMIC CHINESE GARDEN SEAT 1.00 50.00 50.00 -17.50 0.00 __ _ _ __ _ Bid Card # 104 261 CHINESE RUNNER 1.00 45.00 45.00 -15.75 0.00 Bid Card # 123 263 _ CHINESE PORCELAIN VASE 1.00 _ 20.00 20.00 -7.00 0.00 Bid Card # 199 264 FLORAL AREA RUG 1.00 10.00 10.00 -3.50 0.00 Bid Card # 104 285 4 ORIENTAL STYLE PANELS 1.00 55.00 55.00 -19.25 0.00 Bid Card # 199 287 2 EMBROIDERED SILK FRAMED & ORIENTAL 1.00 15.00 15.00 -5.25 0.00 GIRL FRAMED Bid Card # 135 289 2 PRINTS SIGNED ADCRAFT 1.00 10.00 10.00 -3.50 0.00 Bid Card # 122 291 PAT OBRIEN'S ON SLATE & FRAMED TIGER 1.00 7.50 7.50 -2.63 0.00 PRINT Bitl Card # 197 295 PR FRAMED SWAN PRINTS 1.00 2.50 2.50 -0.88 0.00 __ Bid Card # 135 301 FRAMED MIRROR 1.00 30.00 __ 30.00 -10.50 0.00 Bid Card # 187 313 PR ORIENTAL WALL HANGINGS 1.00 5.00 5.00 -1.75 0.00 _ _ _ __ _ __ Bid Card # 199 315 PR FLORAL PRINTS 1.00 ___ 10.00 10.00 -3.50 0.00 __ _ _ Bid Card # 197 321 _ BRASS CHINESE TABLE LAMP __ 1.00 _ 10.00 10.00 -3.50 0.00 _ ______ _ __ Bid Card # 175 334 WALL PLAQUE & TABLE LAMP 1.00 _ 10.00 10.00 -3.50 0.00 Bid Card # 123 Consignor Settlement Cordier Antiques & Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone: 717-731-8662 Fax: 717-731-9830 Page: 4 Lot# Description Quantity Unit Price Ext.Price Comm/BuyBack Expenses 342 3 STACKING CARVED TABLES 1.00 55.00 55.00 -19. Z5 0.00 _ Bid Card # 104 347 DECORATIVE PAGODA 1.00 35.00 35.00 -12.25 0.00 __ _ Bid Card # 123 350 DECORATIVE ORIENTAL TOWER 1.00 10.00 10.00 -3.50 0.00 __ Bid Card # 200 352 SIGNED SKETCH ORIENTAL MAN 1.00 7.50 7.50 -2.63 0.00 _ _ Bid Card # 123 353 TRAY LOT PHOTOS IN PICTURE FRAMES 1.00 0.00 0.00 0.00 0.00 __ _ _ Bid Card # 100 355 FRAMED PRINT OF GEESE 1.00 Z . 50 2.50 -0.88 0.00 Bid Card # 201 356 PR LG TABLE LAMPS 1.00 7.50 7.50 -Z . 63 0.00 Bid Card # 168 358 CANDLEHOLDER & CUT TO CLEAR AMBER 1.00 15.00 15.00 -5 . Z 5 0.00 VASE Bid Card # 175 359 DINING ROOM RATTAN SET -TABLE, CHAIRS, 1.00 475.00 475.00 -166. Z 5 0.00 BUFFET Bid Card # 172 360 RATTAN DINING SET-10PCS 1.00 400.00 400.00 -140.00 0.00 _ _ Bid Card # 172 361 2 ORIENTALVASES 1.00 _____ 20.00 __ 20.00 -7.00 0.00 __ _ Bid Card # 188 362 2 JAPANESE PRINTS FRAMED 1.00 30.00 30.00 -10.50 0.00 _ _ Bid Card # 199 364 6 FRAMED PRINTS BUTTERFLIES, OWLS, 1.00 10.00 10.00 -3.50 0.00 WOMAN Bid Card # 125 366 MIRRORED STAND, LAMP, CUT TO CLEAR 1.00 Z . 50 2.50 -0.88 0.00 DISH Bid Card # 204 368 59 PCS ROSENTHAL GERMAN CHINA 1.00 120.00 120.00 -42.00 0.00 _ _ ___ _ ___ Bid Card # 104 375 SIGNED GENTLEMAN PRINT & MUSHROOM 1.00 5.00 5.00 -1.75 0.00 PHOTOGRAPH Bid Card # 123 379 WWII CASED VOLUMES & COWBOY/SOLDIER 1.00 2.50 Z . 50 -0.88 0.00 BOOKS Bid Card # 176 381 PR FIGURAL WALL HANGINGS 1.00 10.00 10.00 -3.50 0.00 __ __ _ Bid Card # 103 383 LOT BOOKS INCL CHURCHILL, LINCOLN, 1.00 25.00 ___ 25.00 -8.75 0.00 GRANT, ETC Bid Card # 126 Consignor Settlement Cordier Antiques 8~ Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone: 717-731-8662 Fax: 717-731-9830 Page: 5 Lot# Description Quantity Unit Price Ext. Price Comm/BuyBack Expenses 385 PR ALABASTER HORSE BOOKENDS 1.00 15.00 15.00 -5.25 0.00 _ Bid Card # 109 387 HANDMADE WOODEN DISHES & PEACOCK 1.00 2.50 2.50 -0.88 0.00 FIGURE Bid Card # 204 389 TRAY LOT 10 PCS GLASS CANDLES 1.00 0.00 0.00 0.00 0.00 _ ___ _ _ Bid Card # 100 391 LEADED GLASS LAMP 1.00 15.00 15.00 -5.25 0.00 _ _ ___ __ _ Bid Card # 192 392 5 GLASS CANDLESTICKS 1.00 20.00 20.00 -7.00 0.00 _ ________ Bid Card # 135 396 WEST GERMANY VASE & PLATE 1.00 20.00 20.00 -7.00 0.00 _ __ Bid Card # 197 397 DRESSING MIRROR 1.00 15.00 15.00 5.25 0.00 _ __ _ Bid Card # 198 398 PR MODERNIST CHAIRS 1.00 150.00 _ 150.00 -52.50 0.00 Bid Card # 197 399 TRAY LOT CANDY DISH, BUTTER DISH, 1.00 2.50 2.50 -0.88 0.00 COVERED Bid Card # 197 400 SILVERPLATE3SERVERS,BUTTER,3TRAYS 1.00 22.50 22.50 -7.88 0.00 Bid Card # 119 402 SILVERPLATE HAPPY FISH FLASK 1.00 30.00 30.00 -10.50 0.00 _ ____ Bid Card # 124 403 HEAVY WOOD CABINET _ 1.00 0.00 0.00 0.00 0.00 _ _ Bid Card # 100 404 TRAY PRINT & CHINESE BOWL WITH 1.00 15.00 15.00 -5.25 0.00 GOLDFISH Bid Card # 202 406 ANTIQUE LOBSTER DISH SIGNED GERMANY 1.00 20.00 20.00 -7.00 0.00 Bid Card # 122 407 MODERN STYLE FLOOR LAMP 1.00 10.00 10.00 -3.50 0.00 _ _ _ Bid Card # 123 408 CHINESE BOWL 1.00 __ 10.00 10.00 3.50 0.00 Bid Card # 119 410 SP MEAT PLATTER, 2 SHELVES, WALL 1.00 2.50 2.50 -0.88 0.00 HANGING Bid Card # 123 411 4-PANEL CHINESE SCREEN 1.00 210.00 210.00 -73.50 0.00 _ _ _ _ Bid Card # 120 412 PR CUT GLASS DECANTERS 1.00 30.00 30.00 _ -10.50 0.00 __ ___ _ _____ Bid Card # 104 414 RATTAN SET TABLE W/ 4 CHAIRS 1.00 _ 100.00 100.00 35.00 0.00 Bid Card # 195 Consignor Settlement Cordier Antiques & Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone:717-731-8662 Fax:717-731-9830 Page: 6 Lot# Description Quantity Unit Price Ext. Price Comm/BuyBack Expenses 415 TRAY LOT INCL ITALIAN GLASS SEAL & FISH 1.00 15.00 15.00 -5.25 0.00 __ Bid Card # 122 416 SERVER 1.00 45.00 45.00 -15.75 0.00 _ __ Bid Card # 197 417 CUT GLASS FOOTED BOWL 1.00 30.00 30.00 -10.50 0.00 _ __ _ Bid Card # 104 420 TRAY LOT 6 GLASSES & PR CANDLESTICKS 1.00 15.00 15.00 -5.25 0.00 Bid Card # 204 422 6 GLASS COASTERS & CUT GLASS BOWL 1.00 2.50 2.50 -0.88 0.00 _ _ __ _ Bid Card # 144 423 KNEEHOLE BANKER'S DESK 1.00 25.00 25.00 -8.75 0.00 Bid Card # 104 424 TRAY LOT MIKASA CANDLES, ELEPHANT, 1.00 2.50 2.50 -0.88 0.00 SWAN, DISH Bid Card # 122 426 TRAY LOT COASTERS, GLASS ANIMALS, 1.00 2.50 2.50 -0.88 0.00 RELISH, MISC Bid Card # 144 427 OCCASSIONALTABLE 1.00 2.50 2.50 -0.88 0.00 ____ _ _ _ Bid Card # 211 428 TRAY LOT 4 ASIAN PLATES, GLASSWARE, 1.00 2.50 2.50 -0.88 0.00 MISC Bid Card # 122 429 GLASS TOP TABLE. WROUGHT IRON BASE 1.00 25.00 25.00 -8.75 0.00 Bid Card # 195 430 9 RED VOTIVES, 2.AMBER, TRAY, VASES 1.00 5.00 5.00 -1.75 0.00 ---------- ---------- -- ---- Bid Card # 197 433 CERAMIC PANTHER, FIGHTING COCKS, 1.00 ----------- 25.00 ----- 25.00 -8.75 ---- 0.00 STANDS Bid Card # 123 435 2 ASIAN FIGURES & GINGER JAR ON STAND 1.00 5.00 5.00 -1.75 0.00 __ __ _ __ _ Bid Card # 144 437 ASIAN FOUNTAIN, LUSTRE TRAY SET, BOX 1.00 50.00 50.00 -17.50 0.00 W/ JADE Bid Card # 197 438 3PCSLUGGAGE 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 439 ITALIAN GLASS ASHTRAY & VASE 1.00 20.00 20.00 -7.00 0.00 Bid Card # 188 441 WOODENWARE PLATES, BOWLS, TRAY, ETC 1.00 2.50 2.50 -0.88 0.00 _ ___ __ __ _ Bid Card # 123 443 ___ _ MEAT TRAY & 3 PC HORN HANDLED 1.00 2.50 __ 2.50 0.88 0.00 CARVING SET Bid Card # 119 Consignor Settlement Cordier Antiques 8~ Fine Art CO #: 2168 2151 Market Street Camp Hill, PA 17011 Date: 2/6/2011 Phone: 717-731-8662 Fax: 717-731-9830 Page: 7 Lot# Description Quantity Unit Price Ext.Price Comm/BuyBack Expenses 445 6 PC DRESSER SET & SHRIMP COCKTAIL 1.00 15.00 15.00 -5.25 0.00 DISHES Bid Card # 130 446 SEWING MACHINE 1.00 0.00 0.00 0.00 0.00 Bid Card # 100 447 HEAVY ORIENTAL PLANTER 1.00 20.00 20.00 -7.00 0.00 __ _ _ _ _ Bid Card # 123 448 THOMASVILLE BEDROOM SET 5 PCS __ 1.00 ___ 180.00 180.00 _ -63.00 _ 0.00 Bid Card # 201 449 TRAY LOT GINGER JAR, VASE, FIGURAL 1.00 40.00 40.00 -14.00 0.00 LIGHT, ETC Bid Card # 123 450 COPPER TRAY & ORIENTAL BOWL 1.00 50.00 50.00 -17.50 0.00 _ __ _ _ _ Bid Card # 144 451 FISH BOWL ON STAND _ 1.00 20.00 20.00 -7.00 0.00 __ _ Bid Card # 179 452 WILTON ARMITEL PLATTER & SP DISH 1.00 _ 15.00 _ 15.00 -5.25 0.00 ____ _ __ ___ __ Bid Card # 187 453 WILTON ARMITEL PLATTER _ 1.00 __ ____ 20.00 _ 20.00 -7.00 0.00 __ _ _ _ _ Bid Card # 123 454 WILTON ARMITEL LARGE BOWL 1.00 _ ______ 15.00 15.00 -5.25 0.00 ----- ------ ---- ---..._...-- -- ---- --- Bid Card # 187 455 LOT SP, 5 PCS GLASSWARE, CASSETTES - 1.00 - 7.50 --- 7.50 ---.._.__....-- -2.63 0.00 _ _ _______ Bid Card # 103 456 SILVERPLATETEASET 1.00 _ 75.00 75.00 -26.25 0.00 Bid Card # 104 Total Quantity: 128.00 Total Invoice Sale Price: 4, 670.00 Total Commission: ( 1, 634.65) Total Due to Consignor: 3 , 03 5.3 5 Total Payments: 0.00 Balance: $3,035.35 Positive Balance, Monies Owed to Consignor COMMISSION SETTINGS Calculate Commission By: Each Commission Structure Type: Fixed Any ,4mount 35% St MEMBERS 1St FEDERAL CREDIT [JNION REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 172586-00 12/11 /1997 $25.00 $0.00 $25.00 Daniel L. Whiteside 05/23/2005 CERTIFICATES OF DEPOSIT: Account Number/Suffx Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Established 172586-44 08/05/2010* $100,209.37 $73.58 $100,282.95 Daniel L. Whiteside 08/05/2010 172586-45 08/05/2010"" $50,104.68 $36.79 $50,141.47 Daniel L. Whiteside 08/05/2010 `Roll over from Certificate of Deposit 172586-42, originally established 01/05/2010. • Certificate of Deposit 172586-42 was a Roll over from Certificate of Deposit 172586-40, originally established 01/05/2005 '"` Roll over from Certificate of Deposit 172586-43, originally established 01/05/2010. • Certificate of Deposit 172586-43 was a Roll over from Certificate of Deposit 172586-40 and a deposit by check for $22,364.99, originally established 01/05/2005 MEMBERS 1ST FEDERAL CREDIT UNION Leigh-Anne Stallings Lending Insurance Support Specialist December 20, 2010 Estate of: Margaret H. Smith Date of Death: 10/21/2010 Social Security Number: 242-09-4249 5000 Louise Drive P.O. Box 40 Mechanicsburg, Pennsylvania 17055 (800) 283-2328 wwwmemberslst.org USAA 1/13/2011 10:05:18 AM PAGE 2/002 Fa;w: Server U~ USAA FEDERAL SAVINGS BANK Estate of Margaret H Smith C/O Daniel L Whiteside 257 Colonial Dr Mechanicsburg, PA 17050-9504 Re: Estate of Margaret H Smith Dear Sir or Madam, January 13, 2011 Mrs. Smith held the following accounts with USAA Federal Savings Bank on the day of her death. Account Type Certificate of Deposit Certificate of Deposit Certificate of Deposit Certificate of Deposit Account Ending in 0175 2254 9270 0058 Date Opened May 13, 2005 March 9, 2006 September 24, 2009 June 3, 2008 Daniel L Whiteside Sr was added as an account holder on Certificate of Deposit ****0175 on June 14, 2010. The remaining accounts were established as joint tenants with rights-of-survivorship with Daniel L Whiteside Sr. If you have questions, please call a member service representative at (800) 531-2265. Sincerely, jawv>,,w M act,a~ Joann Macias Account Services Specialist USAA Federal Savings Bank USAA Federal Savings Bank 10750 McDermott Freeway San Antonio, TX 78288-0544 (800) 531-2265 (210) 456-8000 FDIC INSURED USAA Savings Bank 3773 Howard Hughes Pkwy Ste 190N I,as Vegas, NV 89109 (800)922-9092 FDIC INSURED USAA Relocation Services, Inc. 10750 McDermott Freeway San Antonio, TX 73283-0553 (300) 531-7741 USAA 1/12/2011 4:49:39 PM PAGE 2/002 Fax server U~ USAA FEDERAL SAVINGS BANK January 12, 2011 Est of Margaret H Smith c/o Daniel L Whiteside 257 Colonial Dr Mechanicsburg PA 17050-9504 Re: Estate of Margaret H Smith Dear Sir or Madam, As you requested, we're providing the balance of Mrs. Smith's accounts on the date of her death. Account type Account Ending in Interest Accrued Balance Certificate of Deposit 0175 $34.73 $100,622.97 Certificate of Deposit .2254 $195.89 $100,195.89 Certificate of Deposit 9270 $213.64 $127,966.05 Certificate of Deposit 0058 $171.78 $200,171.78 The account registration for all accounts above on the date of death is as follows: Margaret H Smith or Daniel L Whiteside Sr JTWROS If you need additional information, please call 1-800-531-1045, Monday through Friday, 7:30 a.m. to 6:00 p.m., C.S.T, or send correspondence to the address listed below. Sincerely, .C'~a ~ Lisa Ortiz Survivor Relations Specialist USAA Federal Savings Bank USAA Federal Savings Bank 10750 McDermott Freeway San Antonio, TX 78283-0544 (800) 531-2265 (210) 456-8000 FDIC INSURED USAA Savings Bank 3773 Howard Hughes Pkwy Ste 190N Las Vegas, NV 39109 (800) 922-9092 FDIC INSURID USAA Relocation Services, Inc. 10750 McDermott Freeway San Antonio, TX 73233-0553 (300)531-7741 Feb, ~, 2C' 1' 11: '~~AI~ PNC BANK 412-705-2747 ~PNc p'ebruary 4, 2011 Ms. Denise Williamson Wix Wenger & Weidner 508 N Second St P O Box 845 Harrisburg, PA 17108-0845 RE: Margaret H Smith S SN: 242-09-4249 DOD: 10-21-20I 0 Dear Ms, Williamson. No. 8840 P. 1/2 In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Checking Account Account # 5140451 b74 MARGARET H SMiT'i`1 DANIEL L WHITESIDE DOD balance: $ 57,285.1 S + 1.86 accrued interest Interest paid 01-01-2010 thru 10-21-2010 $ 19,24 X iTD Savings Account Accouzzt # 5004700584 MARGARET H SMITH DANIEL L WHl'I'ESIDE DOD balance: $ 82.35 + 0.00 accrued interest Interest paid OI-O1-2010 thru 10-21-2010 $ 0.00 YTD Established: 05-24-2005 Established: 05-24-2005 Please note that this office provides date of death balances far deposit accounts (IRAs, CDs, Clxecki.ng and Savings). R'e do not process any financial transactions or provide statements. If you need assistance with any of these items, please call 1-888-PNC-BANK (1-888-762-2265) or stop by your 1oca1 PNC Bank branch office. Sincerely, National Financial Setwices Center PNC Bank, N.A. Member FDIC Page 1 of 2 Feb, ~. ~~~11 ".:r~~~M PNC SANK 412-705-2747 No, 8840 P, 2/2 This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communications is strictly pr~ohibited..lf you have received this communication in error, please notify me immediately by reply or by telephone at 800-762-1775 and immediately destroy this faxed document: Page 2 of 2 Dcc, 10. 2010 1:40AM ~ T~inco~. Financial ~roup~ ~l-eCeznber 8, 201.0 Attn: l~ridgett ~'ax; l.-7.'17631227 ~ontraet ~Tamber: Tte: 95973$362 lYYargaret Smith No. 8686 P, i/1 Dear $ritigett; '1`he ~aIue as of the date of death for ~ar~aret smith on October 20~~' 20X0 wvas $202,32.52, x~you have addxt~o~aX quest~on,s, please co~ttact our office at x- 800,4A~3~~137 ext. 8200, A.uuu~ty ~~a~ms f}epartn~,eut 53,0